COCPA Quicksearch: November 2020

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CPE CATALOG

November 2020

Take your learning to new

HEIGHTS Don Farmer Tax Seminars ONLINE

INSIDE COVER

Accounting & Auditing Conference NOVEMBER 18-19 • ONLINE PAGE 2

Tax Year in Review and 2020 Planning ONLINE BACK COVER

COCPA

COLORADO SOCIETY OF CPAS

The most fun you can have at a tax seminar!

DON FARMER INDIVIDUAL INCOME TAX WORKSHOP NOVEMBER 5, 2020 | WEBCAST | CPE: 8.0

DON FARMER CORPORATE INCOME TAX WORKSHOP NOVEMBER 6, 2020 | WEBCAST | CPE: 8.0

DON FARMER FEDERAL TAX UPDATE JANUARY 19, 2021 | WEBCAST | CPE: 8.0

REGISTER AT

COCPA.ORG/DONFARMER

QuickSearch A Guide to CPE from COCPA.

Table of Contents

Chief Operating Officer and Chief Learning Officer 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

Accounting & Auditing Conference

3

2020 Conference Schedule

4

Yellow Book Schedule

5

Ethics Schedule

6

Webinar Schedule

8

November Course Highlights

10

Course Schedule by Date and Field of Study

www.cocpa.org

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.

NEW COVID-RELATED

ACCOUNTING &AUDITING CONFERENCE

Thank you to our Silver Partners:

in accounting, auditing, and financial requirements November 18-19, 2020 | CPE: 8.0

Learn more and register at COCPA.org/AAConf DAY 1 - NOVEMBER 18 8:30 – 9:20 am

2020 Accounting & Auditing Update

9:25 – 10:40 am

PPP Loan Update - The Good, The Bad, and More Changes

10:40 – 10:50 am

Break

10:50 – 11:40 am

BREAKOUT SESSIONS – CHOOSE ONE

Lynn Benoit, CPA, MSA, RSM US LLP

Kurt Oestriecher, CPA, Oestriecher & Company, CPAs

Peer Review Survival Guide - 2020

William G. (Bill) Lajoie, Haynie & Company

PPP Questions Answered - Bring your questions!

Kurt Oestriecher, CPA, Oestriecher & Company, CPAs

11:45 am - 12:35 pm Going Concern in Times of Uncertainty Anne Oestriecher, CPA, CFP, Oestriecher Financial Management Services DAY 2 - NOVEMBER 19

2

8:30 – 9:45 am

Creating New Opportunities: Colorado Economic Update

9:50 – 11:05 am

Financial Reporting Challenges for Closely Held Businesses in COVID-19 Recovery

11:05 – 11:15 am

Break

11:15 am – 12:05 pm

Session To Be Determined

Patricia Silverstein, Development Research Partners

Ray Thompson

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.

11/9-11

AICPA Forensic & Valuation Services Conference*

11/17-18

AICPA Oil and Gas Conference*

11/18 11/18 - 19

CalCPA TaxTrek International* Accounting and Auditing Conference (Two 4-hour Days!)

12/15

SEC and PCAOB Conference

12/17

Mix and Match Conference

1/19/21

Don Farmer: Federal Tax Update

*These conferences are produced by the AICPA and CalCPA and do not qualify for the Season Pass program.

CROSSING BRIDGES SERIES:

Advancing the State of Diversity and Inclusion

Long considered the right thing to do, diversity and inclusion (D + I) training has not always been viewed as essential. That mindset must change and

the time to do so is now.

Join us on an important journey by participating in OSCPA’s Crossing Bridges Series. Hear from a variety of D + I thought leaders on ways your organization can engage in these important conversations and take your D + I efforts to the next level. Together, we will learn about the complexities and value involved in bringing awareness and sensitivity training to employees with a goal of building a more diverse and welcoming workplace.

LEARN MORE AT COCPA.ORG/CROSSINGBRIDGES November

3

Yellow Book Schedule 11/9

Real-World Frauds Found in Governments and Not-for-Profits In this session, you will learn about real-world government and not-for-profit fraud, including cyber fraud, and your responsibilities when dealing with fraud.

12/1

The New Yellow Book: Government Auditing Standards, 2018 Revision This course is based on Government Auditing Standards, 2018 Revision, which is effective for financial audits of fiscal years ending on or after June 30, 2020.

12/16

Governmental and Not-for-Profit Annual Update This update course is designed to prepare you for the latest accounting and auditing developments affecting governments and not-for-profits.

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, 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: AICPA conferences and 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.

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COCPA QuickSearch

Ethics Schedule Artificial Intelligence, Bias, and Ethics 10/23

Webcast

10:30 am - 12:10 pm

12/2

Webcast

10:30 am - 12:10 pm

Artificial Intelligence, Big Data, and Ethics 10/23

Webcast

8:30 - 10:10 am

12/2

Webcast

8:30 - 10:10 am

Colorado Board of Accountancy Statutes, Rules, and Regulations 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

The Ethics of Care in the Workplace November 20 & December 21 Webcast • 8:30 - 10:10 am

with Robbie Glantz

Ethics is about relationship to self, others, and the world in which we live. In the busyness of our world we often act out of habit and old ways of seeing the world without understanding that what we do truly matters. We matter! This session explores ethical values and principles as they apply to creating an Ethic of Care in the workplace with specific emphasis on compassion, accountability, respect, and empowerment.

Register now at cocpa.org/Robbie November

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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 11/2

COVID-19: Impact on the Audit (2 hrs)

11/2

U.S. GAAP: Review for Business & Industry (8 hrs)

11/9

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (4 hrs)

11/13

COVID-19: Revenue Recognition Implications (2 hrs)

11/16

Cash and Credit Management (8 hrs)

11/17

COVID-19: Impact on SSARS and Other Attest Engagements (2 hrs)

11/18

Fiduciary Accounting for Estates and Trusts (2 hrs)

11/20

Data Analytics – Practical Insights for Today’s Accountant (2 hrs)

11/30

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

Accounting and Auditing (Government) 11/24

Applying the Uniform Guidance in Your Single Audits (4 hrs)

Business Law 11/20

Employment Law Update: Reducing Employer Liability (4 hrs)

Business Management and Organization

6

11/4

Practical Tips for Controllers & CFOs (8 hrs)

11/5

CFO Conference: Successful Leadership in Today’s World (4 hrs)

11/6

The Changing Role of the Controller: Advancing from Tactical to Strategic (4 hrs)

11/12

Remote Working for Accountants (2 hrs)

11/16

A Look Into The Future (1 hr)

11/24

Emotional Intelligence: The Critical Factor in Success (2 hrs)

11/30

Leadership Skills Training (8 hrs)

COCPA QuickSearch

Computer Software and Application 11/4

Power BI – Introduction to MS Power BI Tools (2 hrs)

11/10

Roadmap to Microsoft’s Office 365 Ecosystem (FREE) (1 hr)

11/11

K2’s Improving Productivity with Office 365 Cloud Applications (2 hrs)

11/13

K2’s Excel Tips, Tricks and Techniques for Accountants (8 hrs)

11/28

Microsoft Excel: Hidden Secrets and Gems (2 hrs)

11/30

Office 365 Teams App – Optimizing Your Setup & Configuration (4 hrs)

Finance 11/11

K2’s Excel Financial Modeling Best Practices (2 hr)

11/13

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

11/24

Unlocking the Mysteries of Key Person Value (2 hrs)

Specialized Knowledge 11/3

IRS Internal Revenue Manual for Accountants (2 hrs)

11/6

Retirement Advising: Accumulation and Decumulation Strategies (8 hrs)

11/10

Personal Financial Planning Update: General Financial Planning (2 hrs)

11/18

Making Better Financial Healthcare Decisions (8 hrs)

11/24

At Capacity: The Tough Questions (1 hr)

Taxes 11/3

Partnership Preparation, Basis Calculations, and Distributions: Form 1065 Schedule K & K1 Analysis (8 hrs)

11/5

Nonprofit Taxation: Understanding the New Rules (2 hrs)

11/9

Federal Tax Update: Comprehensive Business Tax (Forms 1065, 1120S and 1120) (8 hrs)

11/11

The Cannabis Industry: Taxes, IRS Audits, and Sec. 280E (2 hrs)

11/12

Basis Calculations & Distributions for Pass-Through Entity Owners (8 hrs)

11/23

Avoiding Tax Malpractice (8 hrs)

11/25

Annual Tax Update: Individuals and Sole Proprietors (8 hrs)

November

7

NOVEMBER

Course Highlights Audits of Employee Benefit Plans Subject to ERISA November 4

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.

Real-World Fraud Found in Governments and Not-for-Profits November 9

What do you think of when you hear the word “fraud?” Are you concerned for your clients or your organization? Through a comprehensive learning approach using examples and informative case studies, you will learn about real-world government and not-for-profit fraud, including cyber fraud, and your responsibilities when dealing with fraud.

Transform Your Organization With Office 365 and Team November 10

We are now officially in the era of digital communications, collaboration, and knowledge sharing. Is your organization prepared to embrace it? This course will show you how to do just that by strategically deploying the Microsoft Office 365 ecosystem of applications with the Teams app at the core. You will leave this course with a solid understanding of how to tap into Office 365 to take your business digital.

Data Analytics and Dashboards: Leverage the Power of Microsoft Power BI November 11

Two of the most important skills that every CFO, CPA, or auditor should develop are applying data analytics and creating visual dashboard reporting models. This two-day course will teach you both skills using one of the most popular tools available: Microsoft Power BI. When you complete this course, you will have advanced to the top of the profession in your ability to perform powerful data analytics and create engaging dashboards.

Section 199A: Schedule K-1 Reporting for Relevant Pass-Through Entities November 12 (12:30 – 4:00 pm)

This course will cover the new reporting requirements on those forms and discuss uncertainties that still exist related to the reporting requirements. The course includes examples and case studies on completing the new disclosure lines of Schedules K-1. This program will include the latest relevant IRS guidance.

Annual Tax Update: Corporations and Pass-Through Entities November 16

Be prepared before the tax season starts! Find out about the latest federal tax law changes, court decisions, and IRS pronouncements related to partnerships, LLCs, and C and S Corporations. With the ever-changing tax laws and their increased complexity, you can’t afford to miss this course!

8

COCPA QuickSearch

Sales Tax – Current Developments, Problem Areas, and Opportunities November 17 (8:30 am – 12:00 pm)

Sales and use taxes are often a company’s biggest tax headache. This course will discuss the current status of sales and use tax compliance in Colorado, including the latest in national and local developments on nexus. It will bring you up to date on the most important developments impacting Colorado contractors, manufacturers, taxpayers, and tax practitioners on multiple topics.

Accounting and Auditing Update November 20 (8:30 am – 12:00 pm)

Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers all the relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting and auditing arenas.

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

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 11/4/20

Audits of Employee Benefit Plans Subject to ERISA

8

370

529

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

+A

ACCOUNTING & AUDITING – GOVERNMENT AY

11/9/20

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

8

370

529

AY

12/1/20

The New Yellow Book: Government Auditing Standards, 2018 Revision

8

370

529

AY

12/16/20

Governmental and Not-for-Profit Annual Update

8

370

529

BUSINESS LAW, BUSINESS MANAGEMENT, AND FINANCE A

10

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

COCPA QuickSearch

Key

Date 12/11/20

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

CPE 4

NonMember member Fee Fee 185

264

COMPUTER SOFTWARE & APPLICATIONS/INFORMATION TECHNOLOGY +

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

Accounting and Auditing Conference

8

375

535

12/15/20

SEC and PCAOB Conference

8

375

535

12/17/20

Mix and Match Conference

8

375

535

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 & Colorado Springs Region

8

370

529

+

11/12/20

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

4

199

285

A

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

11/19/20

Tax Year in Review and 2020 Planning - Durango and Steamboat Springs Region

8

370

529

12/1/20

Tax Year in Review and 2020 Planning - Glenwood Springs Region

8

370

529

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

CONFERENCES 11/18-19/20

TAX

+

November

11

Key

Date

Course Title

CPE

NonMember member Fee Fee

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

12/7/20

Tax Year in Review and 2020 Planning - Ft. Collins and Sterling Region

8

370

529

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 - Boulder and Longmont Region

8

370

529

12/14/20

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

4

199

285

12/16/20

Tax Year in Review and 2020 Planning - Westminster Region

8

370

529

12/18/20

Tax Year in Review and 2020 Planning - Denver Region

8

370

529

1/19/21

Don Farmer: Federal Tax Update

8

425

607

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 12

COCPA QuickSearch

Register at future.aicpa.org

Connect, Laugh & Learn F O R YO U N G P R O F E S S I O N A L S

with John Garrett

WE B CA ST L IVE

October 29

Noon – 1:00 pm MT The Accounting Trivia Game

November 23 Noon – 1:00 pm MT What’s Your And?

December 17 4:00 – 5:00 p.m. MT Young Professionals Happy Hour with John and Friends

Register at

cocpa.org/Garrett-YP November

13

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

TAX YEAR IN REVIEW AND 2020 PLANNING

with

Toby Clary

FIND THE COURSE FOR YOUR REGION November 12

PUEBLO AND COLORADO SPRINGS REGION

November 19

DURANGO AND STEAMBOAT SPRINGS REGION

December 1

GLENWOOD SPRINGS REGION

December 7

STERLING AND FT. COLLINS REGION

December 8

BOULDER AND LONGMONT REGION

December 16

WESTMINSTER REGION

December 18

DENVER REGION

REGISTER ONLINE AT COCPA.ORG

/TAX-REVIEW