QuickSearch November 2022 CPE CATALOG CO CPA COLORA DO SOCIETY OF CPAS PAGE 1 Simulcast Week NOVEMBER 14-18 PAGE 2 Marijuana Business Symposium NOVEMBER 3 IN THESE UPCOMINGIndulge CPE COURSES
Table
President and Chief Executive Officer
Alicia Gelinas, CPA alicia@cocpa.org
Chief Operating Officer and Chief Learning Officer
Rebecca
rebecca@cocpa.org
CPE Operations Manager
Tiffany
tiffany@cocpa.org
1 COCPA QuickSearch
of Contents 1 2022 Simulcast Week 2 2022 Marijuana Business Symposium 3 Yellow Book Schedule 4 Conference Schedule 4 Ethics Schedule 5 Webinar Schedule CPE ON THE HOUSE MEMBER APPRECIATION DAY: NOVEMBER 30, 2022 The COCPA is thrilled to introduce our first-ever New Member Appreciation Day, featuring nine free credit hours of content provided by our thought-leading preferred partners. Topics include: COCPA.ORG/APPRECIATION-DAY • To API or Not to API • Trending Cybersecurity Issues and Best Practices for CPA Firms • Improving Your Client Communication Strategy: A Guide for Accounting Professionals • Managing High-Performing Virtual Teams • Introduction to Tax Advisory Services • Top Tips for Selling Advisory Services • IRS Red Flags: How to Reduce them for Real Estate Professionals and Depreciation Schedules • Best Practices in M&A • Tax Deferrals on Property or Business Transactions and Lawsuit Recoveries QuickSearch A Guide to CPE from COCPA.
Carson, CMP
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111 303-773-2877 800-523-9082 www.cocpa.org
Campbell, CAE
1 2022 Simulcast Week: A Week of In-Person and Virtual CPE Opportunities November 15: Reviewing Individual Tax Returns: What Are You Missing? (4 hours) Reviewing Partnership Tax Returns: What Are You Missing? (4 hours) November 16: Leases: Mastering the New FASB Requirements (8 hours) November 17: U.S. GAAP: Review of New Guidance and Hot Topics (8 hours) November 18: Breaking Down the New Auditor’s Report for ERISA Plans (4 hours) November 14: Yellow Book: Staying Compliant with Government Auditing Standards (8 hours) November 14-18, 2022 cocpa.org/simulcast-week CO CPA COLORA DO SOCIETY OF CPAS
2 COCPA QuickSearch 8:30-9:45 am MED Update Travis Haley Manager of Investments & Transactions, Marijuana Division –Colorado Dept. of Revenue 9:45-10:10 am Colorado Cannabis Office Update, Social Equity Initiatives, and How YOU Can Get Involved Travis Haley Manager of Investments & Transactions, Marijuana Division –Colorado Dept. of Revenue Tristan Watkins, PhD Program Manager, Cannabis Business Office – Office of Economic Development and International Trade 10:10-10:20 am Break 10:20-11:10 am Tax Compliance for Cannabis Bernie Taillon, CPA Owner, Triad Tax 11:10 am-noon Cannabis Case Law Update James (Jim) D. Thorburn, Esq. Founding Partner, Thorburn Law Group LLC Noon-1:00 pm Lunch 1:00-1:50 pm Ethical Considerations in Working with Cannabis Clientele Ronald L. Seigneur, MBA, CPA/ABV, CVA, ASA Managing Partner, Seigneur Gustafson LLP 1:50-2:40 pm Financial Statement Audits of Cannabis Companies Cory Parnell, CPA Chief Operating Officer, Bridge West LLC 2:40-2:50 pm Break 2:50-3:40 pm Colorado Legislative Update Jordan Wellington Partner, VS Strategies Bia Campbell Associate, VS Strategies 3:40-4:30 pm Seed to CPA: Cannabis Operations and Professional Services Kelly H. Whyman Consultant, Cann Do LLC NOVEMBER 3, 2022 IN-PERSON & WEBCAST CPE: 8.0 GROWING PAINS: Addressing the challenges of a maturing market REGISTER TODAY AT COCPA.ORG/MBS
YELLOW BOOK SCHEDULE
This is a selection of our Yellow Book webinars. To see an entire listing of available courses, please visit cocpa.org/yellow-book.
NOVEMBER
Yellow Book Independence and Single Audit Fundamentals 11/2
Yellow Book: Staying Compliant with Government Auditing Standards 11/7
Yellow Book: Staying Compliant with Government Auditing Standards 11/14
Single Audit Fundamentals Part 1: What is a Single Audit? 11/17
Single Audit Fundamentals Part 2: Major Program Determination 11/17
Single Audit Fundamentals Part 3: Compliance Requirements and Internal Control over Compliance 11/18
Single Audit Fundamentals Part 4: Overview of Sampling and Single Audit Reporting Requirements 11/18
Enlightenment for an evolving field
Oil & Gas Conference
Nov. 14–16, 2022 | Denver, CO | Live online In partnership with UNT PDX aicpa.org/oil
credits
credits
credits
November 2022
© 2022 Association of International Certified Professional Accountants. All rights reserved. 2207-492126
8 credits
4 credits
8 credits
2022 Online Online Online
2
Online
2
Online
2
Online
2 creditsOnline
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.
11/3
2022 Marijuana Business Symposium
2022 AICPA & CIMA Oil and Gas Conference*11/14-16
2022 AICPA & CIMA Construction and Real Estate Conference* 12/8-9
2022 SEC and PCAOB Conference12/16
Don Farmer 2022 Federal Tax Update1/18/23
In-person and webcast
In-person and webcast
In-person and webcast
In-person and webcast
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.
Ethics Schedule
To see all available courses, please visit cocpa.org/ethics-schedule.
NOVEMBER
11/4 | Webinar | 2:30-3:30 pm
Ethical Considerations in Working with Cannabis Clientele
11/7 | Webinar | 7:00-11:00 am
Cases in Corporate Ethics: Discuss Real-Life Conflicts
11/8 | Webinar | 9:00 am-12:30 pm Materiality and Ethics
11/9 | Webinar | 9:00 am-12:30 pm
Tax Practice Conduct Standards: Circular 230 and AICPA Statements on Standards for Tax Services
11/15 | Webinar | 3:00-5:00 pm
Ethical Challenges for CPAs – Do You Have a Breaking Point?
11/16 | Webinar | 11:00 am-3:00 pm
Accountants Liability: Balancing Risk and Rewards (Tax Focus)
11/16 | Webinar | 4:00-6:00 pm
Ethics: What a CPA in Public Practice Needs to Know
11/18 | Webinar | 4:00-6:00 pm
An Ethical Framework – How it Works
11/28 | Webinar | 12:00-2:00 pm
Practical Insights Gleaned from the AICPA’s Code of Conduct
11/30 | Webinar | 9:00 am-12:30 pm
Accountancy Laws, Ethics, Taxes and Financial Reporting Review: Ethics
4
Webinar
Accounting and Auditing
Business Management and Organization
Computer Software and Application
Knowledge
5November 2022
Schedule See below for some of our partners’ webinar offerings. To see the full listing of available courses, please visit cocpa.org/online.
11/7 Using Internal Controls to Strengthen Security, Efficiency, and Employee Conduct (8 hours) 11/14 U.S. GAAP: Review of New Guidance and Hot Topics (8 hours) 11/15 Controller Series: Insightful Financial Analysis (1 hour) Finance 11/8 Business Partnering in the Digital Era: The Future of the Finance Profession (2 hours) 11/10 Multi-Task Role of the CFO/Controller (8 hours) 11/29 Advanced Cash Flow Analysis (8 hours)
11/9 Advanced Excel: Hidden Secrets and Gems (2 hours) 11/16 Excel – Feature Review in 100 minutes (2 hours) 11/22 Power BI – Use PBI Desktop to Create Reports and Dashboards (4 hours) Specialized
11/10 Personal Financial Planning Update: Investment Issues and Today’s Follow-Up! (2 hours) 11/16 Social Security Basics and Strategies for Maximizing Benefits (8 hours) 11/22 Valuation of Winery Brands and Operations (2 hours) Tax 11/14 Avoiding Tax Malpractice – Importance of Engagement Letters (4 hours) 11/19 Inflation Reduction Act of 2022: Explanation and Planning (2.5 hours) 11/22 Resolving Payroll Tax Debts (2 hours)
11/14 Advanced Financial Skills (4 hours) 11/16 Tell Me a Story: Don’t Just Simply Relay Your Financial Results (4 hours) 11/30 Mission Metrics: Essential Not-for-Profit KPIs and Dashboards (2 hours)
Society of
Belleview Ave., Suite
Englewood, CO
AND 2022 TAX PLANNING WITHTAX YEAR IN REVIEW TOBY CLARY
This course will help prepare all CPAs and tax practitioners for the 2022 tax filing season.
Toby’s Tax Year in Review and 2022 Planning course will cover the Inflation Reduction Act, Colorado Pass-Through Entity Tax Election, recent court cases, changes to depreciation, Colorado Family and Medical Leave Insurance (FAMLI), extenders, and changes to the child tax credit.
FIND A COURSE SCHEDULED IN YOUR CITY
November
November
December
December
December
December
COCPA OR
Colorado
CPAs 7887 E.
200
80111
3 STERLING
8 PUEBLO November 14 GLENWOOD SPRINGS November 17 FORT COLLINS
1 BOULDER/ LONGMONT
6 DURANGO
14 WESTMINSTER
15
WEBCAST REGISTER ONLINE AT COCPA.ORG/TAX-REVIEW