COCPA Quicksearch: October 2021

QuickSearch October 2021

CPE CATALOG

SPICE UP

YOUR LEARNING

SCHEDULE Tax Year in Review INSIDE COVER

Governmental Conference OCTOBER 20-21 PAGE 2

CPAs in Industry Conference OCTOBER 28 PAGE 3

COCPA

COLORADO SOCIETY OF CPAS

TAX YEAR IN REVIEW AND 2021 PLANNING

with

Toby Clary

Join us for our Tax Year in Review course!

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

Save the date and stay tuned for additional details!

FIND A COURSE SCHEDULED IN YOUR REGION November 2

STERLING

November 30

BOULDER

November 9

PUEBLO

December 7

DURANGO

November 15

GLENWOOD SPRINGS

December 14

WESTMINSTER

November 18

FT. COLLINS

December 16

COCPA & WEBCAST

REGISTER ONLINE AT

COCPA.ORG/TAX-REVIEW

SALES AND USE TAX

SOUP TO NUTS October 19 • Virtual Instructor: Bruce M. Nelson, CPA Sales and use taxes are often a company’s biggest tax problem, particularly in Colorado. In this class we will begin with the basics and build on them until we are tackling some of the most troublesome sales tax issues confronting your business or clients.

In this four-hour presentation, Bruce Nelson, M.A., CPA, will provide an introduction and deep dive into sales and use tax. Using concrete examples, Bruce will explain both the theory and practice that are driving today’s current sales/use tax controversies and developments.

TOPICS INCLUDE: • Nexus – where do I have to file?

• The most common taxable and non-taxable transactions • Properly sourcing sales for Colorado, home-rule cities, and other states • Discussion of the most common problem areas: – Is it taxable? – the trueobject text – Manufacturing – Contractors and construction – Software as a Service (SaaS) and other intangibles • Review of the latest developments

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

Table of Contents 2

Governmental Conference Agenda

3

CPAs in Industry Conference Agenda

4

Conference Schedule

5

Yellow Book Schedule

6

COCPA Ethics Day

8

Webinar Schedule

10

Course Schedule by Date and Field of Study

www.cocpa.org

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

Day 1 8:30-9:20am

GASB Update

9:25-10:40am

Economic Outlook 2022: How Far Have We Gone on the Road to Recovery?

10:40-10:50am

Break

Janeen Hathcock, CPA, Governmental Accounting Standards Board

Rich Wobbekind, Leeds School of Business, University of Colorado

CARES ACT - What Have We Learned?

10:50am-12:05pm

Moderator: James Rae, CPA, Rae & Co. CPA LLC Christopher J. Telli, CPA, BKD LLP Blaine Dunn, City of Fort Collins Allison Slife, CPA, CliftonLarsonAllen LLP

Day 2 8:30-9:20am

OSA Update, Including Issues Found in Local Government Financial Statements and the State of Colorado’s Audit

9:25-10:15am

CDE Update

10:15-10:25am

Break

10:25-11:15am

11:15am-12:05pm

2

Crystal Dorsey, CPA, Colorado Office of the State Auditor

Kate Bartlett, MBA, Colorado Department of Education

Modern-Day Hacking

Tristan Neate, Brian Cather, and Donnie Mclaughlin, Cornerstone Partners LLC

Gallagher Repeal Ramifications, Where Have We Gone in a Year?

JoAnn Groff, Department of Local Affairs Carol Hedges, Colorado Fiscal Institute

COCPA QuickSearch

8:30-9:20am

Communicating Financial Information to Non-Accountants

9:25-10:15am

Top 12 Cybersecurity Protections to Have in Place

10:15-10:25am

Break

10:25-11:15am

Staying Compliant and Competitive - Post COVID Maximizing your Benefit Spend

Paul R. Harrison, MBA, CPA, CFP, The Knowledge Institute

Peter Horewitch, Common Knowledge Technology

Paula Hendrickson, CFP®, C(k)P®, Pavlina Sustr-McCollum, NFP Corporate Services (CO) Inc

11:20am-12:10pm

Tech Tips for Fun and Time Savings Randy Johnston, K2 Enterprises

12:10-1:00pm

Lunch

1:00-2:15pm

Economic Update/Post Pandemic Recovery - What’s Next?

Patricia Silverstein, Development Research Partners

2:20-2:30pm

Break

2:30-3:45pm

Post Pandemic Recovery Panel

3:50-4:40pm

2021 Coporate Tax Update

Patricia Silverstein, Development Research Partners Denise Liebetrau, Prosper Consulting

Gregory E. Pfanstiel, CPA, CFP®, Crowe LLP Thank you to our preferred partners:

October 2021

3

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.

10/20 - 21

Governmental Conference (Webcast)

10/28

CPAs in Industry Conference (In-Person and Webcast)

11/10

Regional Accounting and Auditing Conference (Webcast)

12/15

SEC and PCAOB Conference (In-Person and Webcast)

12/21

Mix and Match Conference (In-Person and Webcast)

1/19/22

Don Farmer: Federal Tax Update (In-Person and Webcast)

THANK YOU TO OUR CONFERENCE SPONSORS: for supporting the Marijuana Business Symposium

4

for supporting Women’s Summit

COCPA QuickSearch

Yellow Book Schedule 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.

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

View full course list and custom options at

cocpa.org/customized-training

October 2021

Robbie Glantz Ethics

5

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 requirement and more in just one day!

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

6

Colorado Board of Accountancy Statutes, Rules, and Regulations Ethics and the AICPA’s Principles, Rules, and Responsibilities How Much are Your Ethics Worth?

COCPA QuickSearch

CFO Series

A variety of 4 hour webinars.

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

Be the Best Part 1: Oct. 25, 2021 Part 2: Nov. 1, 2021 Numbers Rule The World Part 1: Nov. 15, 2021 Part 2: Nov. 22, 2021 Preparing for Growth Part 1: Dec. 20, 2021 Part 2: Dec. 27, 2021 Developing Credibility Part 1: Jan. 27, 2022 Part 2: Feb. 3, 2022

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.

See all our courses cocpa.org/CFOSERIES

All events are virtual and will take place on Wednesdays from noon to 1:15 pm MT.

October 27

SEE ME STORY: My Point of View: The CPA Profession Through a Colored Lens

December 1

SEE ME STORY: Women in the Profession

S AVE THE DATES

Engaging personal experiences with diversity, equity, and inclusion.

December 22 January 26

February 23 March 23

Register now at S P O N S O R E D BY

October 2021

cocpa.org/SeeMe

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 10/4

2021 FASB and AICPA Update (8 hrs)

10/8

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

10/13

Accounting for Digital Assets Under U.S. GAAP, Part II (1.5 hrs)

10/14

Financial Statement Analysis: From Analysis to Action (4 hrs)

10/18

Audit Standards Update: Clarifying Risk Assessment (8 hrs)

10/19

Summary of Recent Accounting Standards Updates (4 hrs)

10/22

How to Survive Your Peer Review (4 hrs)

10/26

Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (1.5 hrs)

10/27

Using Internal Control to Strengthen Security, Efficiency and Employee Conduct (8 hrs)

Accounting and Auditing (Government) 10/8

Nonprofit, Government and Compliance Update (8 hrs)

10/21

Performing a Single Audit Under the Uniform Guidance (8 hrs)

10/22

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

10/22

Yellowbook and Single Audit Update (2.5 hrs)

Business Management and Organization

8

10/8

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

10/18

Business Resilience: Protecting the Finance Function (4 hrs)

10/20

Finance Transformation: Manage Disruption (6 hrs)

10/21

Developing Your Digital Mindset (4 hrs)

10/22

Finance Business Partnering: The Essentials (8 hrs)

10/27

Supply Chain Fundamentals in the Global Landscape (5.5 hrs)

COCPA QuickSearch

Computer Software and Application 10/5

CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity (1 hr)

10/6

Power BI – Analyze Your Data With Excel Pivot Tables (4 hrs)

10/11

Power BI – Use Power Query to Transform Your Data (2 hrs)

10/18

Power BI – Use Advanced Calculations with DAX Formulas (4 hrs)

10/20

Power BI – Use PBI Desktop to Create Reports and Dashboards (4 hrs)

10/26

Advanced Cybersecurity Awareness in Accounting – What You Need To Know (4 hrs)

Specialized Knowledge 10/18

Advanced Personal Financial Planning Update (8 hrs)

10/19

Excel – Advanced Financial and Statistical Calculations (2 hrs)

10/20

Trusts as Retirement Plan Beneficiaries (2 hrs)

10/22

Real Estate Taxation Full Circle (8 hrs)

10/25

Social Security Basics and Strategies for Maximizing Benefits (8 hrs)

10/26

Making Better Financial Healthcare Decisions (8 hrs)

Taxes 10/18

Annual Tax Rates and Other Inputs (3 hrs)

10/19

Debt – Related Tax Issues (4 hrs)

10/20

Annual Update: Family Tax, Estates, Gifts and Trusts, and Compliance (3 hrs)

10/22

Tax Research I – Tax Staff Essentials (4 hrs)

10/22

Tax Research II – Tax Staff Essentials (4 hrs)

10/26

Advising High-Income Non-Filers, Voluntary Disclosure and Collection Issues (1 hr)

10/28

Quality Control in a CPA Tax Practice: Circular 230 Changes (4 hrs)

10/29

Tax-Exempt Organizations: Operating, Organizing and Preparing Forms (4 hrs)

COCPA Partner Demo Day November 17th, 2021 Save the date to join us for demos from your COCPA preferred partners October 2021

9

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

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

W

10/26/2021

Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (10:00-11:30 am)

1.5

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

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

A

10

COCPA QuickSearch

Key

Date

Course Title

CPE

NonMember member Fee Fee

Location

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 YW

10/15/2021

Common Yellow Book and Single Audit Deficiencies (1:00-5:00 pm)

4

185

264

Webinar

Y

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

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

11/10/2021

Regional Accounting and Auditing Conference

8

375

535

Webcast

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

October 2021

11

Key

Date

Course Title

CPE

NonMember member Fee Fee

Location

FINANCE 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

MANAGEMENT ADVISORY SERVICES Learn more about our CFO Series on the back cover.

W

3/22/2022

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

8

295

421

Webinar

10/19/2021

Sales and Use Tax – Soup to Nuts (8:30am-12:30pm)

4

185

264

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

11/22/2021

Form 990: Best Practices for Accurate Preparation (9:00 am-5:00 pm)

8

295

421

Webinar

TAX

W

A

A

AW

12

COCPA QuickSearch

Key

Date

CPE

Course Title

NonMember member Fee Fee

Location

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

A

W

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.

Note: AIPCA conferences are not included.

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.

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.

October 2021

13

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

The most fun you can have at a tax seminar!

INDIVIDUAL INCOME TAX WORKSHOP NOV 1, 2021 | WEBCAST | CPE: 8.0

CORPORATE INCOME TAX WORKSHOP

NOV 3, 2021 | WEBCAST | CPE: 8.0

FEDERAL TAX WORKSHOP JAN 19, 2022 | IN PERSON + WEBCAST | CPE: 8.0

REGISTER AT

COCPA.ORG/DONFARMER