COCPA Quicksearch: December 2021

QuickSearch December 2021

CPE CATALOG

TIME IS RUNNING OUT! Colorado’s CPE Deadline is December 31 Tax Year in Review

DECEMBER 7-16 PAGE 1

SEC and PCAOB Conference DECEMBER 15 PAGE 2

Mix and Match Conference DECEMBER 21 PAGE 3

COCPA

COLORADO SOCIETY OF CPAS

Yellow Book Schedule 12/02

Current Issues in Performing Yellow Book Audits [Webinar]

12/3

Applying the Uniform Guidance in Your Single Audits [Webinar]

12/7

2021 Governmental and Not-for-Profit Annual Update [In-Person + Webcast Live]

12/8

Yellow Book: Staying Compliant With Government Auditing Standards

12/20

[In-Person + Webcast Live] Impact of GASB Activities on State and Local Government [Webinar]

*In-person events are subject to change based on the county’s regulations and restrictions.

COCPA

ETHICS DAY Join us for COCPA Ethics Day!

On each of the following days, you’ll have your choice of 8 hours of Ethics to mix and match. Fulfill your requirement and more in just one day!

December 1, 2021 9:30-11:10 AM

Colorado Board of Accountancy Statutes, Rules, and Regulations Learn how to apply these bodies of law to practical, everyday experiences for the CPA in public, private, and government practices. Also, get updated on State Board Statutes and Rules. This course meets the Colorado State Board of Accountancy requirement to complete a CR&R course within six months of initial licensure/certification

11:30 AM-1:10 PM

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

1:30-3:10 PM

How Much are Your Ethics Worth?

Using the AICPA’s code of conduct, you’ll gain additional tools to help you make ethical decisions. Major topics discussed will include the AICPA Code of Conduct and sharing of ethical dilemmas and their solutions.

Ethics are of central importance to the CPA profession. But what do we mean by ethics?

Is it just appropriate behavior, compliance with laws, or is it much more? In this course, we’ll discover what sets ethics apart and, therefore, sets the profession apart as well. We’ll explore the tools given to CPAs, the role of bias, and dive into real-life case studies to apply the AICPA’s ethical framework and detect where bias was involved.

Table of Contents

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 Member Services Pamela Galey-Coleman pamela@cocpa.org

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SEC and PCAOB Conference

3

Mix and Match Conference

4

Course Highlights

6

Webinar Schedule

8

Course Schedule by Date and Field of Study

Sheila Duggan sheila@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

TAX YEAR IN REVIEW AND 2021 PLANNING

with

Toby Clary

Join us for our Tax Year in Review course!

In order to continue providing regionally specific updates and to help foster conversations and connections, a specific date has been chosen for your area.

Save the date and stay tuned for additional details!

FIND A WEBCAST SCHEDULED FOR YOUR REGION December 7

DURANGO

December 14

WESTMINSTER

December 16

WEBCAST

REGISTER ONLINE AT

COCPA.ORG/TAX-REVIEW

AGENDA

2

8:30 - 10:10 am

SEC Update

8:10 - 10:20 am

Break

10:20 - 10:45 am

FASB Update

10:45 - 11:10 am

S-K (Disclosures/Legal Rules) Update

11:10 - 11:35 am

FASB & S-K Disclosures Expert Panel

11:35 am - 12:35 pm

Lunch

12:35 - 1:30 pm

PCAOB Update

1:30 - 2:20 pm

Cybersecurity Update

2:20 - 2:30 pm

Break

2:30 - 3:25 pm

SEC Enforcement

3:25 - 4:40 pm

ESG Panel

COCPA QuickSearch

ETHICS Catch up on the CPE you need with our customizable conference.

8:30 am - 5:00 pm MST ETHICS Becoming the Everyday Ethicist Becoming the Everyday Ethicist Part 2 Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment Part 2

INDUSTRY

TAX

Doing More with Less

Preparing for Sales Tax in 2022

Leaders Eat Last Becoming the Great Predictor: Create Better Forecasts Introvert Power Advanced Negotiations

IRS Red Flags Tax Policy Update - New Legislation Virtual Currency Streaming, Digital Goods, and Sales Tax

TECHNOLOGY Technology Planning in a Post-Pandemic Environment Excel’s Best New Features Password Management Tools – Why and How You Should Use Them Tales of True Tech Crimes: Ripped From The Headlines

December 2021

3

DECEMBER

Course Highlights Annual Tax Update: Corporations and Pass-Through Entities December 1 | 8:30 am - 4:30 pm | 8 CPE | Fort Collins

Our discussion leaders will identify ways to integrate the latest tax law changes into planning and compliance engagements and help you provide more value-added services to your clients.

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know December 2 | 8:30 am - 12:10 pm | 4 CPE | In-Person + Webcast Live

This course provides a basic understanding of the five-step process for recognizing revenue under FASB ASC 606. Supported by practical examples, this course addresses core principles that all CPAs need to know.

The Bottom Line on the New Lease Accounting Requirements December 2 | 12:30 - 4:10 pm | 4 CPE | In-Person + Webcast Live

Which leases are within the scope of FASB ASC 842, Leases, and what are the basic accounting, financial reporting, and disclosure requirements? This course addresses those questions by focusing on the basic core principles of this new major standard.

Accounting and Auditing Update

December 3 | 8:30 am - 12:10 pm | 4 CPE | Webcast

The new audit reporting standard is effective for December 31, 2021, as well as other new standards that will impact risk assessment and Audits of Employee Benefit plans. This course will cover those new standards as well as any GAAP standards that are effective for 12/31/2021.

2021 Governmental and Not-for-Profit Annual Update

December 7 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live

Ensure you are current in governmental and not-for-profit accounting and auditing.

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

Yellow Book: Staying Compliance with Government Auditing Standards December 8 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live

This course is essential for auditors performing Yellow Book audits and provides an excellent baseline of information as it relates to understanding Yellow Book requirements and application guidance. This course will increase your knowledge of the requirements and application guidance related to ethics, standards for financial audits, attestation engagements, performance audits, and more.

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COCPA QuickSearch

DECEMBER

Course Highlights Multistate Income Tax

December 9 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live

You can conquer the theoretical conundrums and compliance issues caused by the question of whether or not a business has nexus in a particular jurisdiction. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities.

S Corporations: Key Issues, Compliance, and Tax Strategies December 10 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live

This course will give you the knowledge you need to speak effectively to potential business clients and existing shareholders about how you can make the S Corporation business model work for them.

What Fraud Schemes Exist in Your Organization?

December 13 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live

The Business Fraud Risk Framework identifies various types of fraud that can be perpetrated across an organization. This course will provide insight into the framework and focus on the most prevalent fraud schemes affecting organizations.

SEC Reporting

December 20-21 | 8:30 am - 4:30 pm | 16 CPE | In-Person

This two-day course provides (in “plain English”) the practicing professional with the expertise and knowledge needed to excel as a preparer or reviewer of SEC filings.

Participants will learn the rules of the road, explore the filing requirements and required forms (e.g., 10-K, 10-Q, 8-K, etc.), discover disclosure best practices, and gain insight from an experienced SEC reporting professional.

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.

December 2021

Learn more at COCPA.org/CPExpress

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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 12/1

Accounting and Auditing for the Construction Industry (4 hrs)

12/2

Accounting Update – Hot Topics for Current Period Financials (2 hrs)

12/6

Leases: Mastering the New FASB Requirements (8 hrs)

12/7

How to Survive Your Peer Review (4 hrs)

12/16

Forensic Accounting: Fraud Investigations (8 hrs)

12/17

Fixing Your Chart of Accounts (1 hr)

12/20

Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (2 hrs)

12/21

Statement of Cash Flows: Preparation, Presentation, and Use (4 hrs)

12/27

Financial Accounting Standards: Stock Based Compensation (1 hr)

Accounting and Auditing (Government) 12/2

Current Issues in Performing Yellow Book Audits (2 hrs)

12/3

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

12/20

Yellow Book and Single Audit Update (2.5 hrs)

12/20

Impact of GASB Activities on State and Local Government (3 hrs)

Business Law 12/2

Employment Law Update: Reducing Employer Liability (4 hrs)

Business Management and Organization

6

12/1

Tax Advisory Services: How Will You Meet the Accelerated Need? (3 hrs)

12/3

Competencies and Skills Required by Virtual CFOs (1 hr)

12/9

Getting Our Mise en Place: Setting Our Table for the Future (1 hr)

12/14

Small Firm Update (1 hr)

12/16

Critical Thinking for Financial Professionals (1 hr)

12/20

How to Develop Tomorrow’s Leaders Today: Succession Planning That Works (2 hrs)

12/23

QuickBooks at Tax Time – Compliance and Client Onboarding (2 hrs)

12/30

Change: Embrace & Enjoy – It Is Inevitable (2 hrs)

COCPA QuickSearch

Computer Software and Application 12/1

Power BI – Go Beyond PivotTables with Power Pivot (4 hrs)

12/7

OneNote – Mastering Organization of Your Notes & Correspondence (2 hrs)

12/10

Avoiding Death by PowerPoint: Creating Better Presentations (1 hr)

12/15

Office 365 – Ready, Set, Go! – Developing Your Strategy (2 hrs)

12/18

Excel – Two Must Know Features: Defined Names & Tables (2 hrs)

12/28

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

12/29

CPA Super Search: A New Research Checklist System for Google (2 hrs)

Finance 12/10

CFO Series: Optimizing Working Capital Management (2 hrs)

12/14

How the Pandemic Broke Traditional Budgeting and What to Do NOW (1 hr)

12/27

Cash Conversion Cycle: Tools and Techniques (2 hrs)

Specialized Knowledge 12/6

Organizations Retirement Plans: Prospective Planning for 2021 (2hrs)

12/9

Making Better Financial Healthcare Decisions (8 hrs)

12/9

Roadmap to Artificial Intelligence (4 hrs)

12/16

Emerging Issues in Cannabis and Hemp/CBD (2 hrs)

12/23

Why Cybersecurity Matters to CPAs (2 hrs)

Tax 12/1

Structuring IC-DISCs to Maximize Your Tax Benefits (2 hrs)

12/6

Annual Tax Update: Compensation, Benefits, and Employment Taxes (2 hrs)

12/8

Proven Strategies to Leverage Automation & Outsourcing to Reduce Your Accounting/Tax Workload (1 hr)

12/10

Form 990: Mastering Its Unique Characteristics (8 hrs)

12/15

Intermediate Individual Taxation (8 hrs)

12/15

Payroll Withholding & the New Form W-4 (2 hrs)

12/20

Practical Guidance: Form 709 (2 hrs)

12/29

101 Tax Planning Ideas (8 hrs)

December 2021

7

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

W A A

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

12/20-21/2021 SEC Reporting

ACCOUNTING & AUDITING – GOVERNMENTAL 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

12/15/2021

SEC and PCAOB Conference

8

375

535

COCPA

12/21/2021

Mix and Match Conference

8

375

535

Webcast

CONFERENCES

FINANCE

8

W

12/20/2021

CFO Series: Preparing for Growth Part 1 (9:00 am-1:00 pm)

4

185

264

Webinar

W

12/27/2021

CFO Series: Preparing for Growth Part 2 (9:00 am-1:00 pm)

4

185

264

Webinar

COCPA QuickSearch

Key

Date

Course Title

CPE

NonMember member Fee Fee

Location

W

1/27/2021

CFO Series: Developing Credibility Part 1 (9:00 am-1:00 pm)

4

185

264

Webinar

W

2/3/2021

CFO Series: Developing Credibility Part 2 (9:00 am-1:00 pm)

4

185

264

Webinar

W

2/10/2021

CFO Series: Advanced Skills Made Easy Part 1 (9:00 am-1:00 pm)

4

185

264

Webinar

W

2/17/2021

CFO Series: Advanced Skills Made Easy Part 2 (9:00 am-1:00 pm)

4

185

264

Webinar

MANAGEMENT ADVISORY SERVICES 3/22/2022

Enterprise Risk Management: New Approaches for Today’s Complexities (9:00 am-5:00 pm)

8

295

421

Webinar

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 Webcast

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 - Webcast

12/16/2021

Tax Year in Review and 2021 Planning

8

395

564

Webcast

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

W

TAX A

W

December 2021

9

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

The most fun you can have at a tax seminar!

DON FARMER FEDERAL TAX UPDATE JANUARY 19, 2022 REGISTER AT

|

IN-PERSON AND WEBCAST

|

CPE: 8.0

COCPA.ORG/DONFARMERCORPORATE