Board of Trustees President and COCPA Chief Executive Officer (Trustee)
The Educational Foundation Executive Director works in collaboration with the Foundation’s Board of Trustees and COCPA staff to carry out the Foundation’s mission of promoting accounting education in Colorado and supporting individuals and institutions engaged in its study and teaching.
About the Organization The Educational Foundation of the Colorado Society of CPAs (the Foundation or Organization) is a 501(c)(3) with primary activities of fundraising and granting of scholarships. The Foundation is affiliated with the Colorado Society of CPAs (COCPA), founded in 1904 as a 501(c)(6) professional membership association for CPAs in Colorado with a membership of 6,000+. The shared office is located in the Denver Tech Center. The Foundation and the COCPA are equal opportunity employers committed to supporting diversity and inclusion in the workplace.
Core Values The successful candidate will embrace and consistently demonstrate the COCPA Core Values:
We are Adaptable and Courageous – Be afraid and do it anyway. We are inquisitive, creative, and willing to experiment. We choose to be courageous in our conversations, behaviors, and actions even when it’s uncomfortable. Together, we tackle the challenges before us and adapt our processes, programming, services, and relationships to sustain and grow our organization for the future.
We Practice a Can Do Attitude – Yes we can!
We embrace opportunities and challenges with persistence, humor, grace, and a sprinkling of joy. We approach requests with an open mind and willingness to do what it takes to get the job done. We encourage and support others in the work they do. Experiment with something new? Have fun, too?
We Are Engaged and Dependable – Count on me. Count on us. We work hard, individually and together. We connect with and contribute to our team and the profession we serve. We are self-motivated and proactive. We focus on being solutions-oriented.
We Deliver Professional High Quality Work – Excellence is the norm. We are personally and collectively accountable for producing our best work to the best of our ability. We pay attention to the details. We hold ourselves and each other responsible for delivering timely, accurate, and informative work products and resources.
We are Member/People Focused – People come first at COCPA. We’re here to make a difference for members, often in unexpected ways. Whether through education, resources, connections, or solutions to problems and answers to questions, we support COCPA members in being successful. We treat all people with respect, seek to understand, listen effectively, routinely give the benefit of the doubt, and embrace being compassionate and caring. We are resilient team players who understand and support each other in both our personal and professional lives.
Job Responsibilities Leadership, Management, and Accountability
Supervise the Program Coordinator and accounting and finance staff (currently two General Ledger Accountants) in performing assigned duties for the Foundation
Work with the Board of Trustees, COCPA CEO, and COCPA department directors to establish and meet organizational goals by following the Entrepreneurial Operating System (EOS)
Manage Board Relationship
Serve as Secretary for the Board of Trustees, including recording and maintaining minutes of Board and other official meetings
Attend all Board of Trustees meetings
Inform Trustees of all activities, operations, and conditions relating to the Foundation
Handle, either directly or indirectly, the tactical implementation of all Trustee decisions
Manage Program Planning and Execution
Maintain scholarship management software
Oversee the scholarship application and selection process
Oversee the program execution for enhancing scholar relations (mentorship program)
Oversee the Gold Key Program for recognizing high scholastic achievement
Monitor and report on program success measures
Oversee Financial Activities and Reporting
Coordinate preparation and presentation of the annual budget proposal to the Board of Trustees
Monitor budget compliance
Manage daily accounting functions including general ledger, donor receipts, scholarships, and payables
Prepare and provide financial statements, Form 990 tax returns, and other financial reports to the Board of Trustees; provide commentary and analysis
Implement and monitor required changes in accounting standards
Maintain Donor Relationships
Organize fundraising efforts and coordinate marketing campaigns
Create and foster relationships with past, present, and potential donors
Ensure timely and accurate distribution of tax deductible receipt documentation
Maintain Compliance (including audit and tax)
Maintain written accounting policies and procedures and monitor compliance
Design, implement, and maintain internal controls
Manage relationships with the independent accountants and outside tax professionals
Maintain compliance with applicable laws, including Secretary of State periodic filings
Ensure the Foundation has adequate insurance coverage for directors and officers liability
Education, Experience, and Skill Requirements Education and Experience
Bachelor's degree in Business Administration, Accounting, or Finance required
Certified Public Accountant Certification (preferred)
Eight to ten years of experience in progressive management required
Experience in or knowledge of nonprofit management/nonprofit accounting
Customer Service Skills
Commitment to the core value “We are Member/People Focused”
Exceptional communication skills both verbal and written
Poised, personable, and professional manner on the phone and in-person
Ability to respond to students and team needs efficiently and effectively
Data Processing and System Skills
Experience working in cloud-based accounting (Quickbooks a plus)
Experience with Google Office Suite
Ability to work in an association management and scholarship software system
Basic math skills
Ability to use office equipment such as personal computer, computer printer, desktop calculator, scanner, and copier
Excellent management and supervisory skills
Excellent organizational skills
Proactive problem solver
Excellent writing skills
Punctual and dependable
Ability to be self-directed
Ability to manage and prioritize multiple projects/tasks
Excellent judgment in handling confidential information
Ability to meet deadlines and follow up on required tasks
Must pass a criminal background and credit check
Sitting - Frequently
Talking and hearing - Frequently
Using hands to touch, type, handle, move objects - Frequently
Lift up to 25 lbs. - Occasionally
Standing - Occasionally
Walking - Occasionally
Anticipated 4-8 hours of work per week with additional hours required for time-critical projects or during high work volume periods
The physical COCPA office is open for business from 7:30 a.m. to 5:00 p.m., Monday through Thursday, and by appointment, 7:30 a.m. to noon on Friday (COCPA Core Hours). The specific hours and schedule will be determined jointly and approved by the supervisor.
Remote work hours available by election and with supervisor approval (some in-person work at Denver Tech Center, CO location required)
Compensation and Benefits
(Foundation Executive Director Only): Exempt part-time hourly range $55 - $75 / hour
Part-time Hourly Benefits
40 hours of paid sick leave per year
Employee 401(k) plan with 100% employer match of employee contributions up to 5% of employee salary (starts immediately for employees 21 years or older)
The Colorado Society of Certified Public Accountants (COCPA) is the statewide, not-for-profit
professional association serving Colorado CPAs and the public for over 100 years. Founded in
1904, the COCPA comprises over 6,500 members, most of whom live and work in Colorado.
Members are CPAs in public practice, industry, education, and government; non-CPAs on the
professional staff of a Colorado CPA or CPA firm; Colorado accounting faculty; accounting
professionals employed in industry; and students enrolled in a qualified accounting program.