COCPA Quicksearch: August/September 2022

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August/September 2022

CPE CATALOG

DIVE into cpe This summer Leadership Effectiveness Training INSIDE COVER

Women’s Summit:

By Women. For Women AUGUST 26 PAGE 2

COCPA

COLORADO SOCIETY OF CPAS

Workforce demographics have shifted. Leaders in professional service firms, including public accounting firms, are facing new difficulties in attracting and retaining the type of “A Players” they need and want to grow their business. In addition to ensuring that the quality of the work performed is accurate and that the products delivered meet or exceed clients’ expectations, managers and leaders are also facing the challenges of succession planning, motivating team members, building a collaborative work environment, attracting new clients, and balancing their business and life so that they don’t burn out or feel drained and ineffective.

Register for this class and discuss how to: • Improve communication skills to build lasting rapport and loyalty with each of your clients, team members, recruits, and partners • Establish an organization-wide process for effective goal setting and attainment • Master the critical skill of delegation • Establish a repeatable process to ensure that candid feedback, including difficult conversations regarding performance, is more comfortably and effectively delivered • Quickly and accurately identify what actually motivates each team member to contribute at the highest level • Increase self awareness to clearly understand your strengths and what might be keeping you from attaining maximum effectiveness in your work • Knock back feelings of overwhelmedness and frustration by learning a framework for succeeding consistently as a leader and manager • Benefit from better idea generation, stronger morale, and more effective execution

Table of Contents QuickSearch

2

Women’s Summit:

By Women. For Women

Chief Operating Officer and Chief Learning Officer Rebecca Campbell, CAE rebecca@cocpa.org

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Conference Schedule

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Yellow Book Schedule

CPE Operations Manager Tiffany Carson, CMP tiffany@cocpa.org

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Ethics Schedule

5

Webinar Schedule

A Guide to CPE from COCPA.

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

WOMEN’S SUMMIT

By Women. For Women.

August 26, 2022 | 8:30am-5:30pm DENVER AND WEBCAST

cocpa.org/womentowatch

AGENDA

2

8:30-10:10 am

Becoming the Everyday Ethicist™ for Women

10:10-10:20 am

Break

10:20-11:10 am

Unleash Your Inner Voice

11:10 am-12:00 pm

The Working Landscape for Women

12:00-1:30 pm

Women to Watch Awards Luncheon

1:30-2:20 pm

How To Beat Burnout And Love Your Life Again

2:20-2:30 pm

Break

2:30-3:45 pm

CPA Pipeline

3:45-5:00 pm

Women’s Issues Panel: What’s Keeping you up at Night?

COCPA QuickSearch

Conference Schedule Conferences offer the best way to get the latest information from industry experts; gain valuable, topic-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your CPA colleagues.

If you are interested in serving on a conference planning committee, please contact Tiffany Carson at tiffany@cocpa.org.

8/8-10

AICPA & CIMA Cannabis and Agriculture Conference*

In-person and webcast

8/26

Women’s Summit: By Women. For Women.

In-person and webcast

8/29

Farm & Ranch Income Tax, Estate, and Business Planning Conference

Webcast

9/29-30

Bottles, Brews, and Buds Conference

Webcast

10/20

CPAs in Industry Conference

In-person and webcast

10/27

Governmental Conference

In-person and webcast

11/3

Marijuana Business Symposium

In-person and webcast

11/14-16

AICPA & CIMA Oil and Gas Conference*

In-person and webcast

12/8-9

AICPA & CIMA Construction and Real Estate Conference*

In-person and webcast

12/15

SEC and PCAOB Conference

In-person and webcast

1/18/23

Don Farmer 2022 Federal Tax Update

In-person and webcast

*These conferences, scheduled to be held in Denver, are produced by the AICPA and are not eligible for registration using the Season Pass. **This conference is produced by one of our state society partners and may include some state-specific content.

August/September 2022

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2022

Y E L LOW B O O K SCHEDULE

This is a selection of our Yellow Book webinars. To see an entire listing of available courses, please visit cocpa.org/online.

SEPTEMBER 9/8

Yellow Book Independence and Single Audit Fundamentals

4 credits

9/15

Government Auditing Standard Independence

2 credits

9/23

Basic Understanding of Yellow Book and Single Audit

8 credits

Ethics Schedule AUGUST

8/09 | Webcast | 9:00 am-12:30 pm Materiality and Ethics 8/16 | Webcast | 8:30-10:10 am Becoming the Everyday Ethicist

SEPTEMBER

9/7 | Webcast | 9:30-11:10 am Colorado Board of Accountancy Statutes, Rules, and Regulations 9/7 | Webcast | 11:30 am-1:10 pm Ethics and the AICPA’s Principles, Rules, and Responsibilities 9/7 | Webcast | 1:10-3:10 pm How Much Are Your Ethics Worth?

9/7 | Webcast | 3:30-5:10 pm Artificial Intelligence, Bias, and Ethics

8/16 | Webcast | 10:30 am-12:10 pm The A.R.T. of Work: Accountability, Respect, and Trust 8/24 | Webcast | 8:30-10:30 am Will Your Ethics be Burned by Burnout?

9/9 | Webcast | 7:00-11:00 am Cases in Corporate Ethics: Discuss Real Life Conflicts

Webinar Schedule This is a selection of webinars offered in collaboration with our partners. To see the entire listing of available courses, please visit cocpa.org/online.

Accounting and Auditing 8/2

Nonprofit A&A Series: Session 1 – Updates of New Standards (2 hours)

8/2

Risk Assessment for Small Business Audits (2 hours)

9/6-9

Staff Training – Basic (24 hours)

9/23

Corporate Finance Check-Up: Expand Your Analytical Toolbox (4 hours)

Auditing (Governmental) 8/1

Nonprofit Government and Compliance Update (8 hours)

Business Management and Organization 8/31

A Practical Approach to Business Succession Planning (2 hours)

Communications and Marketing 9/22

Business Writing Series: Writing and Revising for Maximum Impact (2 hours)

9/29

Business Writing Series: 10 Principles of Effective Email (2 hours)

Computer Software and Application 8/2

K2’s Advanced Excel (8 hours)

9/16

K2’s Advanced QuickBooks Tips and Techniques (4 hours)

Information Technology 9/16

Blockchain Essentials – Impact on Modern Accounting (4 hours)

Specialized Knowledge 8/10

Financial Planning – Rattiner’s Secrets for Success for the New Norm – The Roaring 20s! (4 hours)

9/6

Asset Tracing (4 hours)

9/8

Family Law 101 (4 hours)

Tax 8/15

Payroll Essentials: Getting to Know Payroll Taxes (2 hours)

9/6-9

Staff Training Basic-Level 1(24 hours)

August/September 2022

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

Personalized CPE brought to you & your staff COCPA Customized Team Training is a flexible, convenient solution for your professional learning needs. With a COCPA customized team training class, everyone – CEOs, CFOs, CPAs, non-certified 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 COCPA.org/customize.