QuickSearch August/September 2021
CPE CATALOG
MAKING CPE A
BREEZE Personal Financial Planning Conference AUGUST 4-5 PAGE 2
Marijuana Business Symposium AUGUST 12 PAGE 3
Women’s Summit: Moving Forward AUGUST 27 PAGE 4
Technology Conference AUGUST 31-SEPTEMBER 1 PAGE 5
COCPA
COLORADO SOCIETY OF CPAS
S PONSORED BY
Engaging personal experiences with diversity, equity, and inclusion. This five-part series, “See Me: Stories of Diversity, Equity, and Inclusion,” will spotlight the experiences of five people with regard to diversity, equity, and inclusion (DE&I) issues in their own lives. From working in the professional world as a person with autism to facing the struggles of immigration, citizenship, and adoption, to living in America as a member of the Sherpa tribe, this series will broaden participants’ views of the DE&I challenges and opportunities that some of our
All events are virtual and will take place on Wednesdays from noon to 1:15 pm MT.
July 28
S E E ME STORY 1: Not a Puzzle Piece. Being Autistic in the Work World
August 25
S E E ME STORY 2 : Sherpa-Sharwa: The Ethnic Group of Nepal
September 29
S E E ME STORY 3: Coming to America
colleagues and their families have embraced and overcome.
October 27
You are invited to attend any or all of these events. COCPA members receive complimentary registration.
December 1
S E E ME STORY 4 : My Point of View
S E E ME STORY 5 : A panel discussion
Register now at cocpa.org/SeeMe
QuickSearch A Guide to CPE from COCPA. Chief Operating Officer and Chief Learning Officer Rebecca Campbell, CAE rebecca@cocpa.org CPE Operations Manager Tiffany Carson, CMP tiffany@cocpa.org Marketing and Digital Events Specialist 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 www.cocpa.org
Table of Contents 2
Personal Financial Planning Conference
3
Marijuana Business Symposium
4
Women’s Summit: Moving Forward
5
Technology Conference
6
Conference Schedule
7
Yellow Book Schedule
8
COCPA Ethics Day
10
Webinar Schedule
13
Course Schedule by Date and Field of Study
Need to apply for EA continuing education with the IRS? To see if a program is eligible for IRS credit, please contact the COCPA no later than two weeks prior to the start date of the program, as the IRS requires sponsors to register programs in advance. Courses cannot be approved on or after the start date. As a reminder, the IRS requires that programs primarily cover Federal Tax (a minimum of 80%) in order to qualify. Please contact Pamela Galey-Coleman at pamela@cocpa.org to submit a request.
August 4-5, 2021 | Webcast | Two Days! Learn more and register at COCPA.org/PFPConference DAY 1 // AU G U ST 4
8:309:20am
2
The Long-Term Outlook for the Economy and Investment Implications Scott Middleton, CFA, CIMA & Steven Fraley CFA, MBA, Innovest Portfolio Solutions LLC
9:2510:40am
Storytelling in the Age of Data: The Evolution of Investing Apollo Lupescu PhD, Dimensional Fund Advisors
10:4010:50am
Break
10:5011:40am
Using Science and Technology to Build Better Portfolios: Factor Investing, UMAs, and Direct Indexing Donald Calcagni CFP®, MST, Mercer Advisors Inc
11:45am12:35pm
What We’ve Learned Today: Panel Discussion from Local Experts Moderator: Tyler Smith, CPA, CFP®, Stordahl Capital Management Inc. Panelists: Rick Simms, CPA, Richard S. Simms PC Mark Smith, CFP®, CPA/PFS, CIMA®, Mercer Advisors Inc. Scott Sprinkle, CPA/PFS, CFP®, Sprinkle & Associates LLC David L Stevens CFP®, CPA/PFS, A & I Financial Services LLC
DAY 2 // AUGUST 5 8:309:45am
Individual Tax Planning Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Keebler & Associates, LLP
9:459:55am
Break
9:5511:10am
Estate Planning Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Keebler & Associates, LLP
11:1011:20am
Break
11:20am12:35pm
Best Practices Panel Moderator: Scott Sprinkle, CPA/ PFS, CFP®, Sprinkle & Associates LLC Panelists: Rick Simms, CPA, Richard S. Simms PC Mark J. Smith, CFP®, CPA/PFS, CIMA®, Mercer Advisors Inc. Tyler Smith, CPA, CFP®, Stordahl Capital Management Inc. David L Stevens CFP®, CPA/PFS, A & I Financial Services LLC
CPE: 9.0 Get a FREE hour of CPE!
COCPA QuickSearch
August 12, 2021 | In-Person & Webcast | CPE: 8.0 Learn more and register at COCPA.org/MBS 8:30-9:20am
MED (Marijuana Enforcement Division) Update Casey Hilton, Marijuana Enforcement Division Samaan Aziz, Marijuana Enforcement Division Travis Haley, Investments & Transactions, Marijuana Enforcement Division
9:25-10:15am
Insights and Intel on the Cannabis Industry from Two Veteran Professional Advisors Jim Marty, CPA/ABV, MS, Bridge West CPAs LLC Ron Seigneur, CPA/ABV, ASA, CVA, Seigneur Gustafson LLP
10:30-11:20am Tips and Tidbits for the Industry Accountant Bernie Taillon, CPA, Triad Tax 11:25am12:15pm
Colorado 2021 Legislative Session Summary Jordan Wellington, VS Strategies
1:00-1:50pm
Social Equity in Marijuana Businesses Panel Moderator: Jim Marty, CPA/ABV, MS, Bridge West CPAs LLC Panelists: John Bailey, The Bailey Consulting Network Molly Duplechian, Deputy Director of Policy and Administration, Excise and Licenses, City and County of Denver Robin J. Peterson, CPA, MBA, CFE, Manager, Marijuana Enforcement Division, City of Aurora
1:55-2:45pm
Financial Statement Audits of Cannabis Companies Calvin Shannon, CPA, CVA, Bridge West CPAs LLC
2:55-3:45pm
Demystifying a Cannabis Practice Moderator: Chris Daues, CPA, MBA, RubinBrown LLP Panelists: Bernie Taillon, CPA, Triad Tax Jim Marty, CPA/ABV, MS, Bridge West CPAs LLC Ron Seigneur, CPA/ABV, ASA, CVA, Seigneur Gustafson LLP
3:50-4:40pm
Marijuana Industry Panel – Cannabis and the CPA Moderator: Robin J. Peterson, CPA, MBA, CFE, Manager, Marijuana Enforcement Division, City of Aurora; Panelists: Dan Pabon, Schwazze; Seth Wong, TEQ Analytical Labs; Michael Raisch, LivWell
4:40pm
Networking Reception
August/September 2021
3
August 27, 2021 | In Person & Webcast | CPE: 8.0
Learn more and register at COCPA.org/WomensSummit 8:30-9:45am
Jumpstart Life After COVID Tammy Gustafson, LPC, Founder & CEO, LiveFree Counseling
9:50-10:40am
Our Life’s Journey with Confidence - Learning to Enjoy the Ride! Stacy Kuxhausen, CPA, Stacy Kux, LLC
10:40-10:50am Break 10:50-11:40am Financial Wellness: A Work in Progress Laura Barry, CFP®,CeFT®,CLTC®, Wealthspire Advisors Paula Hendrickson, CFP®, NFP 11:40am1:00pm
4
Women to Watch Awards Luncheon
1:00-1:40pm
Panel: The Changing Face of the Accounting Profession: Where are We Heading Moderator: Julie G. Holunga, MBA, PCC Panelists: Lorrie Ray, Employers Council Kelly Kozeliski, CPA, Plante Moran
1:40-2:20pm
Panel: The Workforce Post-COVID: Re-entry and Defining Your Role Moderator: Julie G. Holunga, MBA, PCC Panelists: Denise Liebetrau, Prosper Consulting Chris Orzechowski, &Co Coaching Angela Roberts, CPA, Aclivity
2:20-2:45pm
Handling Difficult Conversations with Ease and Confidence Julie G. Holunga, MBA, PCC
2:45-2:55pm
Break
2:55-3:45pm
Current Economic Trends 2021 Jessica Harris, Vice President of Supply Chain Optimization, RGP Vicky Fang, Vice President, Head of Transaction Advisory Services, RGP
3:50-5:05pm
Pink Collar Crime Kelly Paxton, CFE, PI, K Paxton LLC COCPA QuickSearch
August 31-September 1, 2021 | Webcast | Earn up to 16 hours of CPE Learn more and register at COCPA.org/TechConf DAY 1 // AU GU ST 3 1
DAY 2 // S EPT EMB ER 1
8:3010:10am
Tech Update 2021 Randy Johnston, MCS
8:30-10:10am
10:1010:25am
Security Roundtable Randy Johnston, MCS and Mac McClelland, MBA, JD
Break
10:1010:25am
Break
10:25am12:05pm
Breakout Sessions: Choose One Online Meeting & Collaboration Tools Randy Johnston, MCS Formatting Excel Spreadsheets the Right Way Mac McClelland, MBA, JD
12:0512:55pm 12:552:35pm
Lunch
2:504:30pm
4:405:25pm
12:50-1:40pm
Optional: Technology Town Hall* Randy Johnston, MCS
Breakout Sessions: Choose One Technology Planning for a PostPandemic Environment Randy Johnston, MCS Power Automate Your Approvals Mac McClelland, MBA, JD
1:45-2:35pm
Breakout Sessions: Choose One Backups Done Right Randy Johnston, MCS Turbocharging Small Business Reporting with Power Query Mac McClelland, MBA, JD
Break Password Management Tools – Why and How You Should Use Them Mac McClelland, MBA, JD
Excel’s Best New Features Mac McClelland, MBA, JD
12:05-12:50pm Lunch
Breakout Sessions: Choose One Ten Teams Features You Can’t Afford To Miss Randy Johnston, MCS The Power of Array Formulas in Excel Mac McClelland, MBA, JD
2:352:50pm
10:25am12:05pm
Breakout Sessions: Choose One Amazing Accounting Add-ons Randy Johnston, MCS
2:35-2:50pm
Break
2:50-4:30pm
Tales of True Tech Crimes – Ripped from the Headlines Mac McClelland, MBA, JD
*Non-CPE Session August/September 2021
5
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, and shareholders; and network with your fellow CPAs. Please see below to determine if the conference will be held as webcast only or available in person as well. In-person events are subject to change based on the county’s regulations and restrictions. If you are interested in serving on a conference planning committee, please contact Tiffany Carson, tiffany@cocpa.org. 8/4-5
Personal Financial Planning Conference
Webcast
8/5-6
Bottles, Brews & Buds Virtual Conference
Webcast
8/12
Marijuana Business Symposium
In-Person & Webcast
8/27
Women’s Summit: Moving Forward
In-Person & Webcast
8/31-9/1
Technology Conference
Webcast
10/20-21
Governmental Conference
Webcast
10/28
CPAs in Industry Conference
In-Person & Webcast
12/15
SEC and PCAOB Conference
In-Person & Webcast
12/21
Mix and Match Conference
In-Person & Webcast
Don Farmer: Federal Tax Update
In-Person & Webcast
1/19/22
6
COCPA QuickSearch
Yellow Book Schedule 9/23
Webinar (WA): Yellow Book: Application of GAGAS Principles
9/24
Webinar (WA): Advanced Auditing of HUD-Assisted Projects
10/15
Webinar (WA): Common Yellow Book and Single Audit Deficiencies
11/3
Real Frauds Found in Not-for-Profits [COCPA/In-Person + Webcast Live]
11/3
Impact of AICPA Activities on Governments and NFPs [Webcast Live]
11/8
Governmental and NFP Accounting and Auditing [Pueblo/In-Person]
11/8
Real Frauds Found in Not-for-Profits [Pueblo/In-Person]
12/7
2021 Governmental and Not-for-Profit Annual Update [COCPA/In-Person + Webcast Live]
12/8
Yellow Book: Staying Compliant With Government Auditing Standards [COCPA/ In-Person + Webcast Live]
*In-person events are subject to change based on the county’s regulations and restrictions.
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 easily share your completion of the program with colleagues and clients.
Learn more at
cocpa.org/certificate-programs August/September 2021
7
COCPA
ETHICS DAY Join us on a COCPA Ethics Day!
On each of the following days you have your choice of 8 hours of Ethics to mix and match. Fulfill your 4-hour requirement and more in just one day! The following courses will all be presented via webcast.
August 10 8:30-10:10 AM 10:30 AM-12:10 PM 12:30-2:10 PM 2:30-4:10 PM
The Ethics of Care in the Workplace Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment Artificial Intelligence, Big Data, and Ethics Artificial Intelligence, Bias, and Ethics
September 29 9:30-11:10 AM 11:30 AM-1:10 PM 1:30-3:10 PM 3:30-5:10 PM
Colorado Board of Accountancy Statutes, Rules, and Regulations Ethics and the AICPA’s Principles, Rules, and Responsibilities Becoming The Everyday EthicistTM Yes You Can: Auditing Culture & Ethics at Your Organization
October 20 - Global Ethics Day! 8:30-10:10 AM 10:30 AM-12:10 PM 12:30-2:10 PM 2:30-4:10 PM
Becoming The Everyday EthicistTM The Ethics of Care in the Workplace How Much are Your Ethics Worth? Artificial Intelligence, Bias, and Ethics
November 4 8:30-10:10 AM 10:30 AM-12:10 PM 12:30-2:10 PM 2:30-4:10 PM
Becoming The Everyday EthicistTM Yes You Can: Auditing Culture & Ethics at Your Organization The Ethics of Care in the Workplace Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment
December 1 9:30 AM-11:10 AM 11:30 AM-1:10 PM 1:30-3:10 PM
Colorado Board of Accountancy Statutes, Rules, and Regulations Ethics and the AICPA’s Principles, Rules, and Responsibilities How Much are Your Ethics Worth?
Farm and Ranch TAXATION
August 5 Webcast • CPE: 8.0
This session will help practitioners recognize unique tax opportunities and pitfalls for taxpayers in the agriculture industry. Our education sessions give tax professionals a forum to discuss current issues affecting their farm and ranch clients.
REGISTER AT
cocpa.org/Farm-Ranch
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 2021
9
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 8/4
Post-Pandemic Internal Control Planning (4 hrs)
8/17
Risk Assessment During the Recovery (2 hrs)
8/20
Accounting Industry Update: FASB Hot Topics, Agenda and Financial Presentation (2 hrs)
8/24
Accounting for Digital Assets under U.S. GAAP (1 hr)
8/25
Accounting for Digital Assets under U.S. GAAP, Part II (1.5 hrs)
9/2
Analytical Procedures – Methods and Evaluation (4 hrs)
9/13
Conducting a Remote Audit (4 hrs)
9/20
You have a SOC 1® Report – Now What? (4 hrs)
9/22
Corporate Finance Check-up: Achieving Competency in Three Basic Tool Categories (4 hrs)
Accounting and Auditing (Government) 8/13
Auditing, Assurance and Ethics Update for Governments and Not-for-Profits (3 hrs)
8/27
Impact of GASB Activities on State and Local Government (3 hrs)
9/20
Single Audit Fundamentals Part 1: What is a Single Audit? (2 hrs)
9/20
Single Audit Fundamentals Part 2: Major Program Determination (2 hrs)
Business Law 9/14
Employment Law Update: Reducing Employer Liability (4 hrs)
Business Management and Organization
10
8/5
Change Management in Times of Crisis (1 hr)
8/6
Change the Way You Work: Success as a Virtual CFO (4 hrs)
8/11
Tax Advisory Services: How Will You Meet the Accelerated Need? (3 hrs)
8/31
Remote Working for Accountants (2 hrs)
9/14
Replacing the Annual Performance Appraisal Ritual (4 hrs)
9/21
3 Market Analysis Priorities to Drive Profitability (2 hrs)
9/29
Change: Embrace & Enjoy – It Is Inevitable (2 hrs)
COCPA QuickSearch
Computer Software 8/2
Power BI – Introduction to MS Power BI Tools (2 hrs)
8/11
Power BI – Go Beyond PivotTables with Power Pivot (4 hrs)
8/17
The Journey to Becoming a Cherished Advisor: Utilizing AI to Create Opportunities for Long-Lasting Client Relationships (1 hr)
8/30
Excel – New Features That Benefit Excel 2019 & O365 Users (2 hrs)
9/15
Excel – Advanced Financial and Statistical Calculations (2 hrs)
9/24
Excel – Formatting Spreadsheets for Beginners (2 hrs)
9/28
Power BI – OLAP Formulas & More Time-Intelligent Functions (2 hrs)
Finance 8/17
Commodity and Interest Rate Risks: Manage the Unmanageable (2 hrs)
8/23
Cash Conversion Cycle: Tools and Techniques (2 hrs)
9/16
Finance Transformation – What It Means for the CFO (2 hrs)
Specialized Knowledge 8/6
At Capacity: The Tough Questions (1 hr)
8/10
Blockchain Technology: What Every CPA Should Know (2 hrs)
8/24
Real Estate Taxation Full Circle (8 hrs)
9/16
New Board Member 101 (2 hrs)
9/24
Why Adding Compliance Training Can Benefit Your Practice (2 hrs)
Taxes 8/3
American Rescue Plan Act 2021 (2 hrs)
8/6
Tax Planning for Small Businesses (4 hrs)
8/20
Advanced Issues: The Art of the Estate Tax Return (8 hrs)
8/25
Tax Procedure: From Filing to Litigation (2 hrs)
9/16
Dealing with Non-Filers (2 hrs)
9/22
Oil and Gas Taxation – Nuts and Bolts (8 hrs)
9/27
Tax Implications of Cryptocurrency (2 hrs)
9/30
Expense vs. Capitalize – Getting it Right for Taxes (8 hrs)
August/September 2021
11
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.
Choose from our many LOCAL instructors!
Kris Brands Ethics
Anna Conrad Leadership
Ed Frado Employee Benefit Audits
Robbie Glantz Ethics
Keely Gohl Ethics
Jo Erven Ethics
Ted Vial Ethics
Bruce Nelson Tax
Rosemary Weiss Ethics
With a COCPA customized team training class, everyone – CEOs, CFOs, CPAs, noncertified financial professionals and administrative staff – can participate together in focused CPE that complements your company or firm’s mission.
View full course list and custom options at 12
COCPA.org/customize
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.
: Live-Streaming Webcast Y: Meets Yellow Book Requirement
W: These webinars are presented with our partner, the Washington Society of CPAs
Unless otherwise noted, all class times are 8:30 am–4:30 pm.
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
ACCOUNTING & AUDITING AW
9/16/2021
The New Auditors’ Reporting Standards (9:00 am-5:00 pm)
8
295
421
Webinar
W
9/17/2021
Preparation, Compilation, and Review (9:00 am-1:00 pm)
4
185
264
Webinar
AW
10/13/2021
Construction Contractors: Accounting and Auditing (9:00 am-5:00 pm)
8
295
421
Webinar
AW
10/14/2021
Annual Update for Accountants and Auditors (9:00 am-5:00 pm)
8
295
421
Webinar
YW
10/15/2021
Common Yellow Book and Single Audit Deficiencies (1:00-5:00 pm)
4
185
264
Webinar
W
10/26/2021
Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (9:00-12:00 am)
3
149
213
Webinar
W
10/26/2021
Current Audit Environment and ASB Activity (11:30 am-1:30 pm)
2
95
135
Webinar
W
10/27/2021
Conducting a Remote Audit (9:00 am-1:00 pm)
4
185
264
Webinar
W
10/27/2021
You Have a SOC 1® Report – Now What? (1:00-5:00 pm)
4
185
264
Webinar
11/3/2021
Real Frauds Found in Not-for-Profits (8:30 am-12:10 pm)
4
185
264
COCPA
11/3/2021
Current Audit Environment and ASB Activity (12:30-2:10 pm)
2
95
135
Webcast
11/5/2021
Audits of Employee Benefit Plans Subject to ERISA
8
295
421
COCPA
Y
11/8/2021
Real Frauds Found in Not-for-Profits (1:00-5:00 pm)
4
198
283
Pueblo
W
11/10/2021
Forensic Accounting: Fraud Investigations (9:00 am-5:00 pm)
8
295
421
Webinar
A
August/September 2021
13
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
11/12/2021
Conducting a Remote Audit (8:30 am-12:30 pm)
4
185
264
Webcast
AW
11/18/2021
Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements (9:00 am-5:00 pm)
8
295
421
Webinar
AW
11/18/2021
U.S. GAAP: Review for Business and Industry and Public Accounting (9:00 am-5:00 pm)
8
295
421
Webinar
11/19/2021
Review Engagements (8:30 am-12:10 pm)
4
185
264
Webcast
W
11/19/2021
Common Deficiencies in SSARS Engagements (8:00 am-12:00 pm)
4
185
264
Webinar
W
11/29/2021
Accounting and Auditing Update for Small Businesses (9:00 am-1:00 pm)
4
185
264
Webinar
12/2/2021
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (8:30 am-12:10 pm)
4
185
264
COCPA
12/2/2021
The Bottom Line on the New Lease Accounting Requirements (12:30-4:10 pm)
4
185
264
COCPA
12/3/2021
Accounting and Auditing Update (8:30 am-12:10 pm)
4
185
264
Webcast
12/10/2021
Addressing Common Documentation Deficiencies (11:00 am-1:00 pm)
2
95
135
Webinar
12/13/2021
What Fraud Schemes Exist in Your Organization?
8
295
421
COCPA
16
700
1,000
COCPA
W A
12/20-21/2021 SEC Reporting
ACCOUNTING & AUDITING – GOVERNMENTAL YA W
8/18/2021
Advanced Topics in Single Audit (9:00 am-5:00 pm)
8
295
421
Webinar
YW
9/23/2021
Yellow Book: Application of GAGAS Principles (1:00-5:00 pm)
4
185
264
Webinar
YA W
9/24/2021
Advanced Auditing of HUD-Assisted Projects (9:00 am-5:00 pm)
8
295
421
Webinar
11/3/2021
Impact of AICPA Activities on Governments and NFPs (2:30-4:10 pm)
2
95
135
Webcast
Y
11/8/2021
Governmental and NFP Accounting and Auditing (8:30 am-12:30 pm)
4
198
283
Pueblo
YA
12/7/2021
2021 Governmental and Not-for-Profit Annual Update
8
295
421
COCPA
YA
12/8/2021
Yellow Book: Staying Compliant With Government Auditing Standards
8
295
421
COCPA
Y
14
COCPA QuickSearch
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
BUSINESS MANAGEMENT AND ORGANIZATION W
9/9/2021
Advanced Financial Skills (9:00 am-12:30 pm)
4
185
264
Webinar
W
9/10/2021
Change the Way You Work: Success as a Virtual CFO (9:00 am-12:30 pm)
4
185
264
Webinar
COMPUTER SCIENCES 8/31/2021
Technology Conference-Day 1
8
375
535
Webcast
9/1/2021
Technology Conference-Day 2
8
375
535
Webcast
8/4-5/2021
Personal Financial Planning Conference (8:30 am-12:35 pm)
9
375
535
Webcast
8/5-6/2021
Bottles, Brews, and Buds Virtual Conference (1:00-5:30 pm)
8
315
450
Webinar
8/12/2021
Marijuana Business Symposium
8
375
535
COCPA
8/27/2021
Women’s Summit (8:30 am-5:30 pm)
8
395
564
Hilton Denver Inverness
10/2021/2021
Governmental Conference (8:30 am-12:00 pm)
8
375
535
Webcast
10/28/2021
CPAs in Industry Conference
8
375
535
COCPA
12/15/2021
SEC and PCAOB Conference
8
375
535
COCPA
12/21/2021
Mix and Match Conference
8
375
535
Hilton Denver Inverness
CONFERENCES
W
FINANCE W
9/9/2021
Controller’s Update: Today’s Latest Trends (1:00-5:00 pm)
4
185
264
Webinar
W
9/23/2021
What is the Finance Value Chain and How Can We Improve It (10:00 am-12:00 pm)
2
95
135
Webinar
W
9/30/2021
What is Disruption and How is it Impacting the Finance Function? (10:00 am-12:00 pm)
2
95
135
Webinar
W
10/7/2021
Finance Data Analytics for Business Results (10:00 am-12:00 pm)
2
95
135
Webinar
W
10/14/2021
Human Capital Metrics and Employee Engagement (10:00 am-12:00 pm)
2
95
135
Webinar
11/16/2021
Annual Update for Controllers
8
295
421
COCPA
A
August/September 2021
15
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
MANAGEMENT ADVISORY SERVICES Learn more about our CFO Series on the back cover. W
8/11/2021
Advisory Services "How To" 2021 SeriesCash Management (10:00-11:00 am)
1
55
79
Webinar
W
8/25/2021
Advisory Services "How To" 2021 SeriesProfit Maximization (10:00-11:00 am)
1
55
79
Webinar
W
9/8/2021
Advisory Services "How To" 2021 SeriesBuy-ology: The Science of Effective Expense Management (10:00-11:00 am)
1
55
79
Webinar
W
9/10/2021
Risk, Cost, and Cash Management for Controllers and Financial Managers (1:00-5:00 pm)
4
185
264
Webinar
W
3/22/2022
Enterprise Risk Management: New Approaches for Today’s Complexities (9:00 am-5:00 pm)
8
295
421
Webinar
8/5/2021
Farm and Ranch Taxation
8
295
421
Webcast
10/19/2021
Traps and Pitfalls in Estate Planning (9:00 am-5:00 pm)
8
295
421
Webinar
10/22/2021
Required Minimum Distributions: Compliance and Planning (8:30 am-12:00 pm)
4
185
264
COCPA
10/22/2021
Maximizing Your Social Security Benefits (12:30-4:10 pm)
4
185
264
COCPA
11/1/2021
Don Farmer’s 2021 Individual Income Tax Workshop (Maryland Webcast) (6:00 am-2:00 pm)
8
310
410
Webcast
11/2/2021
Tax Year in Review and 2021 Planning
8
395
564
Sterling
11/3/2021
Don Farmer’s 2021 Corporate Income Tax Workshop (Maryland Webcast) (6:00 am-2:00 pm)
8
310
410
Webcast
11/5/2021
Hottest Tax Topics for 2021
8
395
564
Boulder
11/9/2021
Tax Year in Review and 2021 Planning
8
395
564
Pueblo
11/10/2021
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am-12:30 pm)
4
185
264
COCPA
11/10/2021
Reviewing Partnership Tax Returns: What Are You Missing? (1:00-5:00 pm)
4
185
264
COCPA
11/15/2021
Tax Year in Review and 2021 Planning
8
395
564
Glenwood Springs
11/16/2021
Annual Tax Update: Corporations and Pass-Through Entities
8
395
564
Glenwood Springs
11/18/2021
Tax Year in Review and 2021 Planning
8
395
564
Fort Collins
TAX W
A
A
16
COCPA QuickSearch
11/22/2021
Form 990: Best Practices for Accurate Preparation (9:00 am-5:00 pm)
8
295
421
Webinar
11/30/2021
Tax Year in Review and 2021 Planning
8
395
564
Boulder
12/1/2021
Annual Tax Update: Corporations and Pass-Through Entities
8
395
564
Fort Collins
12/7/2021
Tax Year in Review and 2021 Planning
8
395
564
Durango
A
12/9/2021
Multistate Income Tax
8
295
421
COCPA
A
12/10/2021
S Corporations: Key Issues, Compliance, and Tax Strategies
8
295
421
COCPA
12/10/2021
Integrated Estate, Financial, and Asset Protection Planning-A Breakthrough Approach (9:00 am-5:00 pm)
8
295
421
Webinar
12/14/2021
Tax Year in Review and 2021 Planning
8
395
564
Westminster
12/16/2021
Tax Year in Review and 2021 Planning
8
395
564
COCPA
W
12/16/2021
Tax Research I (9:00 am-1:00 pm)
4
185
264
Webinar
W
12/16/2021
Tax Research II (1:00-5:00 pm)
4
185
264
Webinar
AW
12/17/2021
Intermediate Individual Taxation (9:00 am-5:00 pm)
8
295
421
Webinar
1/6/2022
Colorado Income Tax – Decoupling from the IRC (8:30-11:30 am)
3
149
213
COCPA
1/19/2022
Don Farmer Federal Tax Update
8
425
607
TBD
AW
A
W
LEADERSHIP S U M M I T
The Power of People: Finding Resilience and Grit Out of Challenge
YOU’RE INVITED: September 2, 2021 • CPE: 8.0 • Colorado
• Resilience: Leadership
• Re-calibrating Culture
• The Future Workforce
• Breakout Discussions
• Networking Reception
Economic Update
Through Change
and Engagement
For details, contact Kelli Davis, kelli@cocpa.org.
August/September 2021
17
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
CFO Series
WEBINAR • 4 HOURS OF CPE PER COURSE A variety of dates through 2021 Buy 6 courses and receive 20% off! The CFO Series provides a convenient, one-stop way for CFOs, and those who aspire to be CFOs, to gain an entire year of CPE with a single decision. Each day consists of a subject matter expert leading discussions about four different topics. These four-topic events focus on skills that will help you and your organization become the best that you can be.
Learn more at cocpa.org/CFOSeries