Stephen A. Duree, CPA/ABV/CFF, CFE, MBA -

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Stephen A. Duree, CPA/ABV/CFF, CFE, MBA

Present Position

President – Duree Barton Professional Corporation, Certified Public Accountants.  Responsibilities include the administration of the firm’s certified public accounting practice and client service with an emphasis on dispute resolution analysis, evaluation and testimony, business valuation, and public utility regulatory consulting.

Professional Experience

Forensic Accounting – Dispute Resolution Analysis, Evaluation and Testimony:

Consulting services to attorneys and clients including accounting, tax and general economic analysis.  Expert testimony presented in commercial, personal injury and wrongful death, domestic relations litigation and bankruptcy proceedings.  Engagement principal to litigation support engagements on behalf of numerous plaintiffs and defendants.  Deposition and/or trial testimony in more than 100 cases.  Subject matter has included lost profits, class action damages, accounting and auditing, patent/trademark/trade secrets, fraud, business valuation, complex financial modeling, and a variety of other business issues.

Business Valuations:

Financial feasibility and valuations of closely held businesses for tax and other purposes, including the use of business valuation concepts and procedures in the quantification of litigation damages.

Utility Rate Investigations:

Established standards for evaluation of test periods.  Managed investigations of rate base and operations of telephone, electric, gas and water utilities. Evaluated class cost of service studies and tariff design; prepared and presented testimony as an expert witness in several states and evaluated newly implemented rate structures to assure that granted increases were properly implemented.

Financial Reporting - Accounting and Auditing Professional Standards: 

Evaluation of financial reporting and disclosures in conjunction with securities, lending, merger and acquisition, failed audit claims, and compliance with SEC and PCAOB requirements.

Large Databases and Statistical Analysis: 

Evaluation of data integrity, processing summaries and extracts, and statistical analysis, for purposes of financial audits, medical claims processing evaluation, and class actions.

General Accounting:

Auditing, taxation, consulting and general accounting services in numerous industries, including retail, government, health care, commercial credit, transportation, oil and gas production and operations, manufacturing, construction and mortgage banking.

Education

BSBA in Accounting, University of Denver (1967)
MBA, University of Denver, with emphasis in operations research.  (1973)

Publications Presentations

Dissenters’ Rights: Business Valuation Issues Post Pueblo and Szaloczi, Colorado Lawyer – June 2006; Stephen A. Duree and Larry M. Barton

Proposed Rules of Professional Conduct Will Prohibit CPAs from Providing Many Business Valuation, Litigation Support, and Other Non-Attest Services for their Attest Clients and Related Shareholders, Stephen A. Duree and Larry M. Barton, Published on a prior Duree Barton website - 2003

Statistical Analysis of Medical Claims – Visiting Lecturer, University of Denver Department of Statistics – 2002/2003

Dissenters’ Rights – Post Pueblo and Szaloczi – Presentation by Stephen A. Duree and Larry M. Barton to the Front Range Business Valuation Study Group - 2006

Licenses Professional

Certified Public Accountant – Colorado, Previously in Other States -
  Our Practice in Such States is now permitted under applicable Mobility Standards  
Accredited in Business Valuation (ABV) – A specialty designation of the American Institute of Certified Public Accountants granted pursuant to examination
Certified in Financial Forensics (CFF) – A specialty designation of the American Institute of Certified Public Accountants
Certified Fraud Examiner (CFE) – A designation of the Association of Certified Fraud Examiners
Colorado Society of Certified Public Accountants, Member, Member of 2020 Committee, Past Chair of Litigation Support Services Committee
American Institute of Certified Public Accountants, Member, Member of 1991 Litigation Service Conference Steering Committee, Past Member of Subcommittee on Public Utilities

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