COCPA QuickSearch: August/September 2020

QuickSearch August/September 2020

CPE CATALOG

COOL OFF WITH

2020 Marijuana Business Symposium AUGUST 13 PAGE 2

2020 Technology Conference AUGUST 26-27 PAGE 3

2020 Women’s Summit AUGUST 28 PAGE 4

ON-DEMAND

COURSES COCPA’s on-demand CPE offerings are designed to bring you the CPE training you need on the schedule that works best for you. Our on-demand courses are available anywhere, any time, and cover the relevant topics that matter to you.

Implementing Covid-19 Legislation • FREE 7 Tips To Super-Charge Your Online Communication • CPE: 1.0 2019 Colorado State Board of Accountancy Statutes, Rules, and Regulations (CR&R) • CPE: 2.0 Ethics: Making Ethics Count • CPE: 2.0 Ethics: The AICPA’s Principles, Rules & Responsibilities • CPE: 2.0 How Much Are Your Ethics Worth? • CPE: 2.0 Legislative Update: Colorado Sales and Use Tax • CPE: 1.0 Sales Tax – Current Developments, Problem Areas, and Opportunities • CPE: 4.0 Retirement Planning - Solutions to the Three Primary Investment Risks • CPE: 2.0

Learn more at COCPA.org/On-Demand-COCPA Additional Hits!

Advanced Controller and CFO Skills • 8.5 CPE Blockchain Fundamentals for Accounting and Finance Professionals Certificate • 16 CPE Data Analysis with PowerPivot • 0.5 CPE Introduction to Business Acquisitions • 11 CPE Revenue Recognition: Mastering the New FASB Requirements • 6 CPE

Learn more at COCPA.org/On-Demand

QuickSearch A Guide to CPE from COCPA.

Table of Contents

CPE Director Rebecca Campbell, CAE rebecca@cocpa.org CPE Operations and On-Site Programs Tiffany Carson, CMP tiffany@cocpa.org CPE Meetings and Marketing Coordinator Ashlee Isard, CMP ashlee@cocpa.org Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111 303-773-2877 800-523-9082 Fax: 303-773-6344

2 Marijuana Business Symposium 3 Technology Conference 4 Women’s Summit 5 2020 Conference Schedule 6 Yellow Book Schedule 7 Ethics 8 Webinar Schedule 10 COCPA Webcast Schedule 12 August/September Course Highlights 13 Course Schedule by Date and

www.cocpa.org

Field of Study

COVID and COCPA CPE: What to Expect

The COCPA takes your health and comfort very seriously. With all the changes COVID-19 has brought, we understand you may have questions and concerns regarding continuing education offered by the Society. The safety of our attendees, discussion leaders and staff is always top of mind and our number one priority is to continue offering CPE options as safely as possible with the same quality and quantity you have come to expect.

Virtual Events Only Through April 30, 2021

For the safety of all, the COCPA has made the decision to move ALL CPE Events for the year (through April 30, 2021) to a virtual format!

Learn more at cocpa.org/covid-cpe-updates

• We will continue offering webcast and self-study options.

• We will work with vendors weekly to add new COVID-related offerings to the course catalog.

• We are working closely with our speakers to ensure their comfort with speaking virtually.

• We are seeking any feedback that will help us tweak programming for the better.

NOW VIRTUAL!

August 13, 2020 | CPE: 8.0

Learn more and register at COCPA.org/MBS

8:30 – 9:20 am

Emerging and Evolving Issues in Cannabis: An Update on the Industry Post COVID-19

9:20 – 10:10 am

Marijuana Enforcement Division Update

10:10 – 10:20 am

Break

10:20 – 11:10 am

Best Practices for the Cannabis Tax Practitioner

Jim Marty, CPA, Bridge West CPAs and Consultants, LLC Ron Seigneur, MBA, CPA/ABV ASA, CVA, Seigneur Gustafson LLP Jim Burack, CDOR Marijuana Enforcement Division

Bernie Taillon, CPA, BTS Inc

Financial Statement Audits of Cannabis Companies – A Discussion of Some of the Challenges that can be 11:10 am – 12:00 pm Encountered Calvin Shannon, Bridge West CPAs and Consultants, LLC

12:00 – 1:00 pm

Lunch

1:00 – 1:50 pm

Developing Intellectual Assets in Cannabis Despite Federal Illegality Daniel Kramer, McAllister Garfield, PC

Hemp 2020, An Update 1:50 – 3:05 pm

3:05 – 3:15 pm

Jim Marty, CPA (Moderator), Bridge West CPAs and Consultants, LLC David Bush, Esq., Hoban Law Group Kevin Pilarski, Revolution Global Break

What We Have Learned in the Past Decade 3:15 – 4:30 pm

2

Jim Marty, CPA, Bridge West CPAs and Consultants, LLC Ron Seigneur, MBA, CPA/ABV ASA, CVA, Seigneur Gustafson LLP Bernie Taillon, CPA, BTS Inc COCPA QuickSearch

August 26-27, 2020 | Webinar | CPE: 16.0

Learn more and register at COCPA.org/TechConf The Technology Conference offers up to sixteen hours of fast-paced presentations designed to make you more productive and efficient when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues faced by accounting, financial, and other business professionals. You will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in technology.

Day 1 Highlights

Day 2 Highlights

Tech Update - A 2020 Vision

The Very Real Risk of Ransomware

Transforming Your CPA Firm

Understanding Workflow and Automation Essentials

Mastering Advanced Excel Functions and Formulas Envisioning Your Mid-Market Accounting Solution Improving Productivity with Microsoft 365 Cloud Applications The New Normal Of Working Remotely – Best Practices for Success

Advanced Topics in Power BI Choosing Small Business Accounting Solutions Emerging Technologies – 2020 and Beyond Enhancing Small Business Accounting with Add-Ons Implementing Security and Privacy Policies Next Generation Excel Reporting

August/September

3

NOW VIRTUAL! August 28, 2020 | CPE: 8.0

Learn more and register at COCPA.org/WomensSummit 8:30 – 9:20 am

Ethics: What is YOUR Responsibility as a Female Leader?

9:20 – 10:10 am

Listening: Foundation and Gateway To Success

10:10 – 10:20 am

Break

10:20 – 11:10 am

Delegate to Elevate

11:10 am – 12:00 pm

C-Suite - Perspective from the Top Panel

12:00 – 1:30 pm

Women to Watch Luncheon

Amanda “Jo” Erven, CPA, CIA, CFE, Audit. Consulting. Education. LLC Lorrie Blanchard Tietze, Interface Consulting LLC

Stacy Kuxhausen, CPA, CliftonLarsonAllen LLP Kate Ferreira - Moderator, OpHaus

Mission: Mentoring Panel 1:30 – 2:20 pm

Melissa Hooley, CPA, CGMA - Moderator, ACM LLP Sharon Lassar, Ph.D, CPA, School of Accountancy Daniels College of Business University of Denver

2:20 – 3:10 pm

Transition with Grace

3:10 – 3:20 pm

Break

Becky Cooper, ACC, Innerwoven

Technology in the Fourth Industrial Revolution 3:20 – 4:10 pm

4:10 – 5:00 pm

4

Sara Haveman, CPA, Deloitte Rhonda Willert, Deloitte Meghan Eifealdt, CPA, FinancialForce

The Art of Connecting in Business Amy Reczek, Sales and Presence, Inc.

COCPA QuickSearch

Conference Schedule This year’s conferences are one of the best ways to get the latest information from industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. All 2020 conferences are now being held via webcast.

If you are interested in serving on a conference planning committee, please contact Tiffany Carson, tiffany@cocpa.org.

8/13 8/26-27

Marijuana Business Symposium Technology Conference

8/28

Women’s Summit: Strategies for the Successful Woman Professional

10/22

Governmental Conference

10/28

CPAs in Industry Conference

11/9-11

AICPA Forensic & Valuation Services Conference*

11/17-18

AICPA Oil and Gas Conference*

11/18 - 19

Accounting and Auditing Conference (Two 4 hour days!)

12/14

SEC and PCAOB Conference

12/17

Mix and Match Conference

1/19/21

Don Farmer: Federal Tax Update

*This conference is produced by the AICPA and does not qualify for the Season Pass program.

FREE WEBCAST

Colorado Enterprise Zone Tax Credits: How This Program Works OCTOBER 23 AT 8:30 AM

August/September

The Colorado Enterprise Zone tax credit program is one the most accessible and utilized business support tools that the state has to offer to businesses all around Colorado. In the educational seminar, we will discuss the different state income tax credits under the enterprise zone program including; requirements, credit rates, and how to calculate the credits. We will also discuss the application process including eligibility (location), pre-certification, certification, and income tax filing. Finally, we will go over some common issues that we see from CPA’s around the state and country. This session will help prepare you to take full advantage of the Enterprise Zone program and better support your clients.

5

Yellow Book Schedule 8/24-25

Not-for-Profit Financial Reporting: Mastering the Unique Requirements (Two 4 Hour Sessions!)

11/9

Real-World Frauds Found in Governments and Not-for-Profits

11/30

The New Yellow Book: Government Auditing Standards, 2018 Revision

12/1

The New Yellow Book: Government Auditing Standards, 2018 Revision

12/10

Governmental and Not-for-Profit Annual Update

12/16

Governmental and Not-for-Profit Annual Update

Benefits of A Badge COCPA Certificate Programs Demonstrate your commitment to your career as an accounting professional.

Show that you are keeping updated on the latest rules, regulations, and updates.

Demonstrate competence in your selected field above and beyond the base level requirements needed in the field.

Gain recognition for a significant professional achievement and allows you to easily share your completion of the program with fellow colleagues and clients.

Learn more at

cocpa.org/certificate-programs

6

COCPA QuickSearch

Ethics Schedule Becoming The Everyday Ethicist 8/25

Webcast

8:30 - 10:10 am

10/27

Webcast

8:30 - 10:10 am

Colorado Board of Accountancy Statutes, Rules, and Regulations 9/22

Webcast

9:30 - 11:10 am

11/11

Webcast

9:30 - 11:10 am

12/9

Webcast

9:30 - 11:10 am

Ethics and the AICPA’s Principles, Rules, and Responsibilities 11/11

Webcast

11:30 am - 1:10 pm

12/9

Webcast

11:30 am - 1:10 pm

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 11/20

Webcast

10:30 am - 12:10 pm

12/21

Webcast

10:30 am - 12:10 pm

The Ethics of Care in the Workplace - NEW 11/20

Webcast

8:30 - 10:10 am

12/21

Webcast

8:30 - 10:10 am

YES YOU CAN: Auditing Culture & Ethics at Your Organization 8/25

Webcast

10:30 am - 12:10 pm

10/27

Webcast

10:30 am - 12:10 pm

Colorado State Board of Accountancy Statues, Rules, and Learn how to apply these bodies of law to practical, experiences for the CPA in public, private, Regulations (CR&R) everyday and government practices. Also, get updated on the ON-DEMAND Available 24/7

State Board’s rule changes.

This includes the latest rule updates from the Colorado State Board of Accountancy. Earn 2 hours of ethics towards your 4 hour requirement!

Remember, the Colorado State Board of Accountancy requires CPAs to complete a CR&R course within six months of their initial licensure.

COCPA.ORG/CRR-RULES August/September

7

Webinar Schedule This is a selection of webinar offerings with our partners. To see the entire listing of available courses, please visit www.cocpa.org/online.

Accounting and Auditing 8/19

Accounting for Digital Assets under US GAAP (1 hr)

8/20

Blockchain Implications for Audit and Assurance Services (5.5 hrs)

8/26

Communicating Financial Information to Non-Accountants (2 hrs)

9/2

Integrating Audit Data Analytics into the Audit Process (8 hrs)

9/15

Preparation, Compilation, and Review Engagements: Update and Review (4 hrs)

9/16

Annual Update for Accountants and Auditors (8 hrs)

9/23

Making Internal Audit an Asset for the CFO (2 hrs)

9/25

A/R and A/P: Effective Management Techniques (2 hrs)

9/29

FASB’s New Lease Accounting Standard (2 hrs)

Accounting and Auditing (Government) 9/14

Governmental Accounting and Auditing Update (8 hrs)

9/21

Governmental and Not-for-Profit Annual Update (8 hrs)

9/22

Applying the Uniform Guidance in Your Single Audits (8 hrs)

Business Law 8/21

Employment Law Update: Reducing Employer Liability (4 hrs)

9/9

Foreign Corrupt Practices Act: Practical Compliance (2 hrs)

Business Management and Organization 8/12

4 Critical Factors to Create Sustainable Growth (2 hrs)

8/19

Change the Way You Work: Success as a Virtual CFO (4 hrs)

8/28

Critical Thinking for Financial Professionals (1 hr)

9/4

Dream Wide Awake: Overcoming What Limits You in Life! (2 hrs)

9/21

Data Analytics Executive Program (5 hrs)

9/22

A Look Into The Future (1 hr)

Computer Software and Application

8

8/19

Excel – From a Blank Sheet to a Finished Workbook (2 hrs)

8/20

Excel – Advanced Financial and Statistical Calculations (2 hrs)

8/31

Excel – Feature Review in 100 minutes (2 hrs)

9/8

Excel Bootcamp – Building Great Spreadsheets (8 hrs)

9/21

Use Power Pivot to Build More Powerful Pivot Tables (2 hrs)

9/24

Excel – New Features That Benefit Excel 2019 & O365 Users (2 hrs) COCPA QuickSearch

Finance 8/17

Cash Conversion Cycle: Tools and Techniques (2 hrs)

8/24

Controller’s Update: Today’s Latest Trends (4 hrs)

9/10

Recession Preparedness for Businesses (1 hr)

9/16

Debt or Equity: Which Will Your Organization Need Next? (2 hrs)

9/21

Unlocking the Mysteries of Key Person Value (2 hrs)

Specialized Knowledge 8/11

Value Pricing – Getting Started (2 hrs)

8/28

Keeping Retirement SECURE – New Act…New Opportunities (1 hr)

9/1

Things I Think I Think: Valuation of Intellectual Property (2 hrs)

9/22

Demystifying Artificial Intelligence (3.5 hrs)

9/25

At Capacity: The Tough Questions (1 hr)

Taxes 8/18

Form 990 Parts V (Other Tax Issues) & I (Summary Financials) (1 hr)

8/20

Guide to 1041 Preparation of Estates and Trusts (2 hrs)

8/25

Intermediate Individual Taxation (8 hrs)

9/1

Reporting Managers & Their Compensation: Form 990 Part VII-A (2 hrs)

9/2

Keeping your Clients out of IRS Jail (2 hrs)

9/11

Nonprofit Taxation: Understanding the New Rules (2 hrs)

9/17

SECURE Act: A Seismic Shift in Your Clients’ Tax and Financial Plans (2 hrs)

9/22

Getting Personal: Individual Tax Update (2 hrs)

CPExpress Convenience. Learning. Value.

Get unlimited online access to quality CPE courses from AICPA subject matter experts on essential topics including Tax, Accounting, Assurance, Ethics, Employee Benefits Plan, Not-For-Profit, Fraud and Forensics and more.

Learn more at COCPA.org/CPExpress August/September

9

Webcast Schedule The following online courses are presented by the Colorado Society of CPAs. For more webcast classes, visit www.cocpa.org/online.

8/14

IRAs, Roth IRAs, SEPs, and SIMPLE Plans: Cradle to Beyond the Grave.

Sock it Away and Make it Count

8/18

Colorado’s Health Insurance Marketplace (8:30 - 9:20 am)

10/19

K2’s Technology for CPAs - Don’t Get Left Behind

10/20

K2’s Budgeting and Forecasting Tools and Techniques

11/5

Don Farmer’s 2020 Individual Income Tax Workshop (6:00 am - 2:00 pm)

11/6

Don Farmer’s 2020 Corporate Income Tax Workshop (6:00 am - 2:00 pm)

11/16

Annual Tax Update: Corporations and Pass-Through Entities

11/17

Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)

11/17

Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)

11/18 - 19 Accounting and Auditing Conference (Two 4-hour Days!)

12/1

The New Yellow Book: Government Auditing Standards, 2018 Revision

12/8

Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)

12/9

The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (8:30 am - 12:00 pm)

12/10

Annual Update for Controllers

12/14

Revenue Recognition: Mastering the New FASB Requirements

12/15

Leases: Mastering the New FASB Requirements

12/16

Governmental and Not-for-Profit Annual Update

12/18

Tax Year in Review and 2020 Planning

1/19/21

10

Don Farmer: Federal Tax Update

COCPA QuickSearch

One fee. Hours of CPE. SAVE $50 OR MORE PER 8-HOUR COURSE! 120 hrs $4,800

80 hrs $3,200

40 hrs $1,600

24 hrs $960

CPE SEASON PASS PACKAGES INCLUDE:

Group Study Programs - Live, in-person Denver and Chapter Seminars; conferences; webcasts; and webinars.

You may attend the January Don Farmer seminar for an additional $49. The CPE Season Pass is valid for programs scheduled for one year from date of purchase.

NOTE: The AICPA hosted courses at the COCPA are not included.

TO PURCHASE YOUR CPE SEASON PASS, VISIT cocpa.org/seasonpass.

For a company subscription, call the COCPA Member Services team at 303-773-2877 or 800-523-9082.

CUSTOMIZED TEAM TRAINING High-quality, specialized CPE for your team COCPA Customized Team Training makes it possible to customize learning and CPE for your staff’s specific needs.

Choose from some of our most popular courses, or build your own by choosing an instructor, focus area, materials, time, & length. Lead the session yourself while letting us supply the materials, or bring in one of our expert instructors to guide the discussion according to your goals.

We’ll work with you to bring a customized course directly to your office, in-person or virtually!

FEATURED SPEAKERS Amanda “Jo” Erven Ethics

Keely Gohl Auditing

View full course list and custom options at COCPA.org/customize

AUGUST/SEPTEMBER

Course Highlights IRAs, Roth IRAs, SEPs and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count August 14

Tightening down the hatches and intelligently using tax breaks to help leverage one’s future is critical to being able to retire and retire well. This course focuses on building a future to count on via a thorough exploration of all tax and asset protection aspects individual retirement accounts and related arrangements.

Colorado’s Health Insurance Marketplace August 18 (8:30 am - 9:20 am)

Learn about the latest developments in Colorado’s health insurance marketplace.

Topics include current intersection of the Affordable Care Act and individual tax filing, information and resources for Advance Premium Tax Credits and completing Form 8962, problem solving at tax filing time, and updates to State and Federal health care reform including Easy Enrollment legislation in Colorado.

Not-for-Profit Financial Reporting: Mastering the Unique Requirements August 24-25 (Two 4-Hour Sessions!)

Do you know what makes not-for-profit accounting and financial reporting different?

Avoid the potholes of confusion and provide a financial picture that end users can truly understand. Through a combination of practical guidance and case studies, this course provides insight into what makes not-for-profits different.

How to Navigate Bear Markets:

The COVID-19 Crisis

FREE

Instructor: Mark Smith Worried about how the COVID-19 virus is impacting you or your clients’ investments and retirement plans? If so, tune in to this on-demand webcast and Mark will guide you through a study of past great bear markets and the portfolio strategies that have weathered the storm the best. **Please Note** There is NO CPE for this recorded event.

Register now at cocpa.org/Bear-Markets

12

COCPA QuickSearch

Course Schedule by Date and Field of Study To register for courses, and full course registration policies, please visit www.cocpa.org/calendar.

KEY: A: AICPA members who register for these courses will receive an additional $30 per day discount.

Y: Meets Yellow Book Requirement +: New Course in 2020

Unless otherwise noted, all class times are 8:30 am – 4:30 pm.

Key

Date

Course Title

CPE

NonMember member Fee Fee

ACCOUNTING & AUDITING AY

8/24-25/20

Not-for-Profit Financial Reporting: Mastering the Unique Requirements (Two 4-Hour Sessions)

8

370

529

A

10/21/20

Annual Update for Accountants and Auditors

8

370

529

A

10/26/20

Annual Update for Accountants and Auditors

8

395

565

+A

11/4/20

Audits of Employee Benefit Plans Subject to ERISA

8

370

529

11/13/20

Accounting and Auditing Update (8:30 am - 12:00 pm)

4

199

285

11/20/20

Accounting and Auditing Update (8:30 am - 12:00 pm)

4

199

285

12/9/20

The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (8:30 am - 12:00 pm)

4

185

264

A

12/14/20

Revenue Recognition: Mastering the New FASB Requirements

8

370

529

A

12/15/20

Leases: Mastering the New FASB Requirements

8

370

529

ACCOUNTING & AUDITING – GOVERNMENT AY

11/9/20

Real-World Fraud Found in Governments and Not-for-Profits

8

370

529

AY

11/30/20

The New Yellow Book: Government Auditing Standards, 2018 Revision

8

395

565

AY

12/1/20

The New Yellow Book: Government Auditing Standards, 2018 Revision

8

370

529

August/September

13

Date

AY

12/10/20

Governmental and Not-for-Profit Annual Update

8

395

565

AY

12/16/20

Governmental and Not-for-Profit Annual Update

8

370

529

Course Title

CPE

NonMember member Fee Fee

Key

BUSINESS LAW, BUSINESS MANAGEMENT, AND FINANCE +

10/30/20

Legal Issues in the Workplace (12:30 - 4:00 pm)

4

199

285

+

11/19/20

Legal Issues in the Workplace (8:30 am - 12:00 pm)

4

185

264

A

12/10/20

Annual Update for Controllers

8

370

529

12/11/20

Risk, Cost, and Cash Management for Controllers and Financial Managers (8:30 am - 12:00 pm)

4

185

264

12/11/20

Developing Your Digital Mindset (12:30 - 4:00 pm)

4

185

264

COMPUTER SOFTWARE & APPLICATIONS/INFORMATION TECHNOLOGY 10/19/20

K2’s Technology for CPAs - Don’t Get Left Behind

8

370

529

10/20/20

K2’s Budgeting and Forecasting Tools and Techniques

8

370

529

+

11/10/20

Transform Your Organization With Office 365 and Team

8

375

535

+

11/11-12/20

Data Analytics and Dashboards: Leverage the Power of Microsoft Power BI

16

700

1,000

8/13/20

Marijuana Business Symposium

8

375

535

8/26/20

Technology Conference - Day 1

8

375

535

8/27/20

Technology Conference - Day 2

8

375

535

8/28/20

Women’s Summit: Strategies for the Successful Woman Professional

8

385

550

10/22/20

Governmental Conference

8

375

535

10/28/20

CPAs in Industry Conference

8

375

535

CONFERENCES

Y

14

COCPA QuickSearch

Key

Date 11/18-19/20

Course Title

CPE

NonMember member Fee Fee

Accounting and Auditing Conference

8

375

535

12/14/20

SEC and PCAOB Conference

8

375

535

12/17/20

Mix and Match Conference

8

375

535

8/14/20

Enhancing Team and Interpersonal Effectiveness (8:30 am - 12:00 pm)

2

95

135

9/23/20

Leadership Essentials: Delegation and One on Ones (8:30 - 9:30 am)

1

49

70

10/29/20

Developing a Resilient Mindset (8:30 am - 12:00 pm)

2

95

135

11/13/20

Leading Change (8:30 am - 12:00 pm)

2

95

135

12/4/20

Inspiring and Motivating Others (8:30 am - 12:00 pm)

2

95

135

PERSONNEL/HR

SPECIALIZED KNOWLEDGE +

8/18/20

Colorado’s Health Insurance Marketplace (8:30 - 9:20 am)

1

49

70

8/14/20

IRAs, Roth IRAs, SEPs, and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count

8

370

529

10/29/20

Tax Year in Review and 2020 Planning - Sterling

8

385

550

10/30/20

Real Estate Taxation (8:30 am - 12:00 pm)

4

199

285

11/2/20

Tax Year in Review and 2020 Planning - Boulder

8

395

565

11/3/20

Real Estate Taxation (8:30 am - 12:00 pm)

4

185

264

11/5/20

Don Farmer’s 2020 Individual Income Tax Workshop (6:00 am - 2:00 pm)

8

290

390

11/6/20

Don Farmer’s 2020 Corporate Income Tax Workshop (6:00 am - 2:00 pm)

8

290

390

11/12/20

Tax Year in Review and 2020 Planning - Pueblo

8

395

565

TAX +

+

+

August/September

15

Key

+

A

+

+

16

Date

Course Title

CPE

NonMember member Fee Fee

11/12/20

Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)

4

199

285

11/12/20

Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)

4

199

285

11/13/20

Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)

4

199

285

11/13/20

Tax Year in Review and 2020 Planning - Colorado Springs

8

395

565

11/16/20

Annual Tax Update: Corporations and Pass-Through Entities

8

370

529

11/17/20

Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)

4

185

264

11/17/20

Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)

4

185

264

11/19/20

Tax Year in Review and 2020 Planning - Durango

8

410

585

12/1/20

Tax Year in Review and 2020 Planning - Glenwood Springs

8

395

565

12/2/20

Maximizing Your Social Security Benefits (8:30 am -12:00 pm)

4

199

285

12/2/20

Maximizing Your Social Security Benefits (1:00 - 4:30 pm)

4

199

285

12/3/20

Maximizing Your Social Security Benefits (8:30 am - 12:00 pm)

4

185

264

12/3/20

Required Minimum Distributions: Compliance and Planning (12:30 - 4:00 pm)

4

185

264

12/4/20

Social Security and Medicare: Planning for You and Your Clients

8

410

585

12/7/20

Reviewing S Corporation Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)

4

185

264

12/7/20

Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)

4

185

264

COCPA QuickSearch

Key

Date

Course Title

CPE

NonMember member Fee Fee

12/7/20

Tax Year in Review and 2020 Planning - Ft. Collins

8

395

565

12/8/20

Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)

4

185

264

12/8/20

Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)

4

185

264

12/8/20

Tax Year in Review and 2020 Planning - Longmont

8

395

565

12/11/20

Tax Year in Review and 2020 Planning - Steamboat

8

410

585

12/14/20

Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)

4

199

285

12/14/20

Hot Tax Planning Developments Under the Current Tax Law (12:30 - 4:00 pm)

4

199

285

12/15/20

Annual Tax Update: Corporations and Pass-Through Entities

8

395

565

12/16/20

Tax Year in Review and 2020 Planning - Westminster

8

395

565

12/18/20

Tax Year in Review and 2020 Planning - Denver

8

370

529

1/19/21

Federal Tax Update

8

425

607

SOC for Service Organizations Virtual School Two opportunities to attend! August 10-11 and August 25-26 Outsourcing has become a trend along with expanded use of technology driving the need for reporting on system and organization controls (SOC). User entities are looking to you to provide reliable reports on controls at service organizations. Join us for our SOC for Service Organizations Virtual School. This must-attend event features instructor guided discussions and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your next engagement.

Learn more at AICPAstore.com August/September

17

Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111

NOW FULLY VIRTUAL

T H E 2 0 2 0 C O C PA

LEADERSHIP SERIES SKILLS

with Anna Conrad, JD

Enhance your leadership skills with this 9-hour CPE series!

Attendees must register for all courses in the series.

REGISTER AT

AUGUST 14

Enhancing Team and Interpersonal Effectiveness

SEPTEMBER 23 Leadership Essentials: Delegation

and One on One

OCTOBER 29

Developing a Resilient Mindset

NOVEMBER 13

Leading Change

DECEMBER 4

Inspiring and Motivating Others

COCPA.org/LeadershipSkills