COCPA Quicksearch: August/September 2021

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