COCPA Quicksearch: August/September 2019

QuickSearch August/September 2019

CPE CATALOG

Get a

JUMP START on your CPE this summer!

Emerging Leaders Symposium

AUGUST 16

PAGE THREE

Women’s Summit

AUGUST 23 PAGE FOUR

Technology Conference

AUGUST 21-22 PAGE SIX

COCPA

COLORADO SOCIETY OF CPAS

SALES TAX UPDATE COURSES WITH BRUCE M. NELSON, CPA Legislative Update

(CPE: 1.0)

Webinar - On-Demand This year’s Colorado legislative session saw the most dramatic change in Colorado sales tax in the past decade. HB 19-1240 dramatically changes how sales are sourced and will affect every retailer and consumer in the state. Whether you are in public practice or in industry, learning the new sourcing rules and the other legislative changes is a must.

Sales Tax – Current Developments, Problem Areas, and Opportunities (CPE: 4.0) This seminar will discuss the current status of sales and use tax compliance in Colorado, including the latest in national and local developments on nexus.

It will bring you up to date on the most important developments impacting Colorado retailers, manufacturers, taxpayers, and tax practitioners on multiple topics.

DATES/LOCATIONS Glenwood Springs November 5 Denver December 10 Also available

On-Demand!

Colorado Income Tax – Current Developments, Problem Areas, and Opportunities (CPE: 4.0) Earlier this year, the Colorado Department of Revenue released 55 pages of new regulations regarding sales apportionment for the state’s income tax sales factor. The new regulations will impact every business that apportions its income among more than one state. This seminar will introduce you to the mechanics and application of these apportionment rules.

Register at COCPA.org/NelsonSalesTax

QuickSearch A Guide to CPE from COCPA. CPE Director Rebecca Campbell, CAE rebecca@cocpa.org CPE Operations and On-Site Programs Tiffany Carson, CMP tiffany@cocpa.org CPE Meetings and Marketing Coordinator Ashlee Whelan, 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 2019 Marijuana Business Symposium 3 2019 Emerging Leaders Symposium 4 2019 Women’s Summit 5 2019 Personal Financial Planning Conference 6 2019 Technology Conference 8 Conference Schedule 9 Yellow Book Schedule 10 Ethics 12 Webinars 14 Live In-Classroom and Webcast Courses 16 Course Schedule by Date and Field of Study

JUST ADDED! Wrap up your July with these top-rated tax courses.

Bradley Burnett, Attorney at Law, Bradley Burnett Tax Seminars JULY

29 JULY

29 JULY

30

8:30 am - 12:00 pm

2019 Mid Year Tax Update – Tax Law Kept Changing During Tax Season. What Did You Miss?

12:30 am - 12:00 pm

2019 Tax Season Chaos – Disclosure? Don’t File an Uncertain Tax Return Without It And Other Late Breaking IRS Practice Developments 8:30 am - 4:30 pm

§199A Pass-Through Deduction – Final Regs Finally Drop Choices, Choices – Which to Choose?

GUIDING THE BUSINESSES OF A GROWING INDUSTRY Check out The Cannabis Industry: Accounting and Appraisal Guide cocpa.org/Cannabis-Book

August 15, 2019 | COCPA Education Center and Webcast Learn more and register at COCPA.org/MBS 8:30 – 8:55 am 8:55 – 9:45 am

Cannabis Industry Update

Jim Marty, CPA, Bridge West LLC Ron Seigneur CPA/ABV ASA, CVA, Seigneur Gustafson LLP

National Cannabis Overview – Our Observations of the Rapidly Changing and Growing Industry Calvin Shannon, Bridge West LLC

2

9:45 – 10:35 am

Cannabis Capital Challenges

10:35 – 10:50 am

Break

10:50 – 11:40 am

What’s New with the MED?

11:40 am – 12:40 pm

Lunch

12:40 – 1:30 pm

Being the Trusted Advisor to Marijuana Clients

1:30 – 2:20 pm

Perspectives on Managing Risk in the Hemp Industry

2:20 – 2:30 pm

Break

2:30 – 3:45 pm

Industry Panel

3:45 – 4:35 pm

Governmental Update

Ron Seigneur CPA/ABV ASA, CVA, Seigneur Gustafson LLP Sean McAllister, Esq., McAllister Garfield, PC

Jim Burack, Colorado Department of Revenue Marijuana Enforcement Division

Bernie Taillon, CPA, Triad Tax

David Bush, Hoban Law Group

Moderator: Mike Raisch, LivWell Albert Gutierrez, Med Pharm Sally Vander Veer, Medicine Man Denver Rich Kwesell, Strawberry Fields

COCPA QuickSearch

THE NEXT STEP ON YOUR PATH TO SUCCESS.

August 16, 2019 | Denver Zoo Learn more and register at COCPA.org/Emerging 7:30 – 8:25 am

Registration

8:25 – 8:50 am

Icebreaker

8:50 – 9:40 am

Connecting with your Money-Part 2

9:40 – 9:55 am

Break

9:55 – 11:35 am

The Power of Personal Vision

11:35 am – 12:35 pm

Lunch

12:35 – 1:50 pm

Achieving Your Highest Priority

1:50 – 2:00 pm

Break

2:00 – 3:15 pm

Solution Circles

3:15 – 3:40 pm

Team Building Exercise

3:40 – 4:30 pm

Board Service 101

4:30 pm

Reception

August/September

Alexandria Romero, CPA, McPherson, Goodrich, Paolucci & Mihelich PC

Craig Arfsten, CFP®, CPA, Prosperion Financial Advisors

Donna Salter, Catalyst Leadership LLC

Donna Salter, Catalyst Leadership LLC

Donna Salter, Catalyst Leadership LLC

COCPA Team

Brooks Bryant & Kristy Judd, Spark the Change

3

By Women, For Women WOMEN’S SUMMIT STRATEGIES FOR THE SUCCESSFUL WOMAN PROFESSIONAL

August 23, 2019 | History Colorado Center Learn more and register at COCPA.org/WomensSummit 8:25 – 8:30 am

Emcee: Sheila Balzer, Holben Hay Lake Balzer CPAs LLC – Division of SingerLewak

8:30 – 9:20 am

Her Story

9:20 – 10:10 am

Be Your Own Anchor

10:10 – 10:20 am

Break

10:20 – 11:10 am

Session to be Announced

11:10 am – 12:00 pm

Session to be Announced

12:00 – 1:30 pm

Women to Watch Awards Lunch

1:30 – 2:45 pm

My Everyday Life Panel

2:45 – 2:55 pm

Break

2:55 – 4:10 pm

Women on Boards - Now is the Time Panel

4:10 – 5:00 pm

4

Welcome

Jill Tietjen, P.E, Technically Speaking, Inc.

Amanda “Jo” Erven, Audit. Consulting. Education. LLC

Tawnya Ramirez, Freelancer, Aurora, Colorado, and Houston, Texas Keely Gohl, Favor Financial LLC Wendy Merrill, KPMG LLP

Moderator: Michele Ashby, ACE Board Training for Women Jill Tietjen, P.E, Technically Speaking, Inc. Cindy Grove, Mountain View Bank of Commerce

The 7 Habits of Highly Stressful People Stacy Petersen, Stacy P. Dying to Laugh

COCPA QuickSearch

Personal

Financial Planning

c o n f e r e n c e

Add VALUE. Add TRUST. Add GROWTH. August 28, 2019 | COCPA Education Center and Webcast Learn more and register at COCPA.org/PFPConference 8:30 – 9:20 am 9:20 – 10:10 am

Selecting a Trustee?

Harley & Krista Look, Katz Look & Onorato, PC

Estate Planning for Income Taxes: Maximizing Step-Up in Basis for Couples

Jeff Lavine, CPA/PFS, CFP®, CWS®, MSA, KITCES.com 10:10 – 10:25 am

Break

10:25 – 11:15 am

Real Life Healthcare Questions

11:15 am – 12:05 pm

Tax Planning for Tax Season Year-Round

12:05 – 1:00 pm

Lunch

1:00 – 2:15 pm

10 Critical IRA Errors Advisors Must Avoid

2:15 – 2:25 pm

Break

2:25 – 3:15 pm

Reacquainting Clients with Volatility

3:15 – 4:30 pm

Debrief Panel

August/September

William Lindsay, CLU, CEBS, RPA, Consultant – Healthcare Policy, Insurance & Finance Scott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle & Associates LLC

Jeff Lavine, CPA/PFS, CFP®, CWS®, MSA, KITCES.com

Mark J. Smith, CFP®, CPA/PFS, CIMA®, M.J. Smith & Associates Scott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle & Associates LLC Mark J. Smith, CFP®, CPA/PFS, CIMA®, M.J. Smith & Associates David L. Stevens CFP®, CPA/PFS®, Irongate Financial Services Inc

5

August 21-22, 2019 | COCPA Education Center Learn more and register at COCPA.org/TechConf This Conference is filled with 16 hours of fast-paced presentations designed to maximize your time and enhance your learning. Nationally recognized speakers have extensive expertise in numerous software applications. They will share their knowledge with you in order to help you do your job with efficiency and ease. Participants will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in computer technology. This conference is designed for CPAs in public practice or industry who want to take better advantage of technology to improve efficiency and effectiveness.

Two attendees will be winners of $100 Amazon Gift Cards. Drawing to be held at the end of the conference.

DAY 1 HIGHLIGHTS Tech Update CPA Firm Technologies Everything Google Blockchain and Emerging Technologies

DAY 2 HIGHLIGHTS The Best of the Best - Office Productivity Boosters Going Virtual Excel Power Query Personal Technologies

PDF Tools for Productivity

Power BI - Advanced Reporting

Personal Privacy

Mid-Market Accounting, ERP, and Business Intelligence

Bring Your Team Together

Sales Tax Compliance in a PostWayfair World Excel’s Best New Features

6

COCPA QuickSearch

Tax and Audit Schools LIVE at COCPA These programs provide comprehensive coverage of the duties staff typically perform at each step in their careers. It includes both the core concepts as well as the hands-on application for each topic.

AICPA Tax Boot Camp

AICPA Audit Boot Camp September 30 - October 2 New Staff

August 5 -9 Firm Leaders These live courses are brought to the COCPA by the AICPA. Final registrations and purchasing will be done through the AICPA website.

October 7 - 8 Experienced Staff/ New In-Charge October 14 - 15 Experienced In-Charge/Senior

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 allows you to easily share your completion of the program with fellow colleagues and clients.

Learn more at

cocpa.org/certificate-programs

Conference Schedule This year’s conferences are one of the best ways to hear the latest information by industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. Most 2019 conferences are also available via live webcast.

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

8/15

Marijuana Business Symposium

8/16

Emerging Leaders Symposium

8/21-22

Technology Conference

8/23

Women's Summit: Strategies for the Successful Woman Professional

8/28

Personal Financial Planning Conference

10/24

CPAs in Industry Conference

10/31

Governmental Conference

11/11-12

AICPA Oil & Gas Conference*

11/14

Accounting and Auditing Conference

12/18

SEC and PCAOB Conference

12/19

Mix and Match Conference

1/15

Don Farmer: Federal Tax Update

Save the Date

*This conference is produced by the AICPA and does not qualify for the Season Pass program.

8

Oct 24, 2019 | CPE: 8.0 Denver + Webcast

Oct 31, 2019 | CPE: 8.0 COCPA + Webcast COCPA QuickSearch

Yellow Book Schedule 8/29

Not-for-Profit Financial Reporting: Mastering the Unique Requirements

COCPA or Webcast

9/23

Real-World Frauds Found in Governments (8:30 am - 12:00 pm)

COCPA or Webcast

9/23

Real-World Frauds Found in Not-for-Profits (12:30 - 4:00 pm)

COCPA or Webcast

9/24

Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs

COCPA

10/21

Accounting and Reporting for Not-for-Profit Organizations

COCPA

11/13

The New Yellow Book: Government Auditing Standards, 2018 Revision

COCPA

12/4

Governmental Accounting and Auditing Update

12/6

Annual Update for Governments and Not-for-Profits (8:30 am - 12:00 pm)

Pueblo

12/6

Real-World Frauds Found in Governments (12:30 - 4:00 pm)

Pueblo

COCPA or Webcast

TAX YEAR IN REVIEW AND 2019 PLANNING

with

Toby Clary

Toby Clary’s Tax Year in Review and 2019 Planning course will cover final regulations and changes to the Tax Cuts and Jobs Act, a Colorado tax update and additional tax cases you’ll need to know for the 2019 tax season.

TOPICS Colorado Tax Update Final Regulations issued on the Tax Cuts and Jobs Act New Proposed Regulations Colorado Destination Sourcing for Sales Tax Planning Points

REGISTER ONLINE AT August/September

COCPA.ORG

FIND A COURSE NEAR YOU! Oct 29 Nov 8 Nov 14 Nov 15 Nov 19 Dec 2 Dec 3 Dec 6 Dec 10 Dec 13 Dec 18 Dec 20

STERLING BOULDER PUEBLO COLORADO SPRINGS DURANGO GRAND JUNCTION GLENWOOD SPRINGS FT. COLLINS LONGMONT STEAMBOAT SPRINGS WESTMINSTER COCPA

9

Ethics Schedule Colorado Board of Accountancy Statutes, Rules, and Regulations – UPDATED RULES! 8/7

Webcast

8:30 - 10:10 am

8/14

Westminster

8:30 - 10:10 am

10/18

Colorado Springs

8:30 - 10:10 am

12/2

Webcast

8:30 - 10:10 am

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 10/29

Glenwood Springs

10:00 - 11:40 am

10/29

Grand Junction

4:00 - 5:40 pm

10/30

Montrose

10:30 am - 12:10 pm

11/18

Durango

2:30 - 4:10 pm

11/20

Webcast

10:30 am - 12:10 pm

12/13

Webcast

10:30 am - 12:10 pm

Ethics and the AICPA’s Principles, Rules, and Responsibilities 8/14

Westminster

10:30 am - 12:10 pm

10/18

Colorado Springs

10:30 am - 12:10 pm

12/2

Webcast

10:30 am - 12:10 pm

Ethics, Blind Spots, and YOU – NEW 10/28

Sterling

8:30 am - 12:00 pm

11/22

Webcast

8:30 - 10:10 am

Ethics, Culture, and Internal Auditing at your Organization – NEW 10/22

Webcast

8:30 - 10:10 am

Strategies for Resolving Ethical Dilemmas – NEW 12/16

Webcast

8:30 am - 12:00 pm

The A.R.T. of Work: Accountability, Respect, and Trust

10

10/29

Glenwood Springs

8:00 - 9:40 am

10/29

Grand Junction

2:00 - 3:40 pm

10/30

Montrose

8:30 - 10:10 am

11/18

Durango

12:30 - 2:10 pm

11/20

Webcast

8:30 - 10:10 am

12/13

Webcast

8:30 - 10:10 am COCPA QuickSearch

Bring customized learning & training directly to your office

It’s time to schedule an on-site presentation for your firm! December 31, 2019 is the deadline to fulfill the Colorado State Board of Accountancy’s requirement for CPE. We can help your CPAs fulfill their requirement by providing an in-house presentation on the field of study of your choice.

Choose from our many LOCAL instructors!

Kris Brands Ethics

Anna Conrad Leadership

Amanda “Jo” Erven Ethics

Keely Gohl Auditing

Ed Frado Employee Benefit Audits

Paul Harrison Ethics

Tyra Litzau Accounting & Auditing

Bruce Nelson Tax

Rosemary Weiss Ethics

View full course list and custom options at

COCPA.org/onsite-learning

Robbie Glantz Ethics In addition to our new local instructors, the COCPA offers more than 60+ instructors and over 600+ learning programs in all formats (including on-site training, live events and seminars, keynotes, and online formats like webcasts, webinars, and ondemand learning) and field of studies.

Each program can be tailored to the needs of your organization and brought to YOU in YOUR office.

Webinar Schedule This is a selection of webinar offerings. To see the entire listing of available courses, please visit www.cocpa.org/online.

Accounting and Auditing 8/9

Construction Contractors: Accounting, Auditing, and Tax (8 hrs)

8/20

U.S. GAAP: Review for Business & Industry (8 hrs)

8/23

Making Internal Audit an Asset for the CFO (2 hrs)

8/28

A/R and A/P: Effective Management Techniques (2 hrs)

8/30

Commodity and Interest Rate Risks: Manage the Unmanageable (2 hrs)

9/3

Analyzing a Company’s Financial Statement (4 hrs)

9/9

Financial Accounting for Related Party Transactions (2 hrs)

9/10

Is Your Business Transferrable? (1.5 hrs)

9/30

Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (2 hrs)

Accounting and Auditing (Government) 8/9

Government Fraud & Abuse: How Reporters Find It Before Auditors (2 hrs)

8/21

Single Audit Primer and Update (Yellow Book) (2 hrs)

9/4

Yellow Book Standards for CPAs in Public Practice (2 hrs)

9/9

Audit Methodologies and Documentation (2 hrs)

Business Law 8/12

Employment Law Update: Examining Critical Issues with FMLA, HIPPA, COBRA, ADA and More (4 hrs)

8/23

Employment Law Update: Reducing Employer Liability (4 hrs)

9/13

Foreign Corrupt Practices Act: Practical Compliance (2 hrs)

Business Management and Organization

12

8/8

4 Critical Factors to Create Sustainable Growth (2 hrs)

8/14

Leadership Skills for Peak Performance in 21st Century (2 hrs)

9/11

Data Analytics Executive Program (5 hrs)

9/26

3 Market Analysis Priorities to Drive Profitability (2 hrs)

9/27

The Changing Role of the Controller: Advancing from Tactical to Strategic (4 hrs)

9/30

Confessions of a Mompreneur: Leadership Lessons Learned (1 hr)

COCPA QuickSearch

Computer Software and Application 8/6

10 Steps to a Digital Office in the Cloud (2 hrs)

8/15

Time to Get Serious About Information Security (2 hrs)

8/21

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

9/5

Adobe Acrobat Must Know Features for Beginners (4 hrs)

9/18

MS PowerPoint – Create Presentations that Engage Your Audience (2 hrs)

9/26

Simplifying Security of Online Passwords (1 hr)

Finance 8/9

Controller’s Update: Today’s Latest Trends (4 hrs)

9/10

Bitcoin – What You Should Know About This Digital Currency (2 hrs)

9/30

Financial Forecasting: Planning for Success (4 hrs)

Specialized Knowledge 8/1

Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization (4 hrs)

8/5

How to Build a Virtual Accounting Services Practice (3 hrs)

8/8

Robotic Process Automation Strategy for Business Leaders (5.5 hrs)

9/11

The Cannabis Industry: Business & Intellectual Appraisal (2 hrs)

9/16

Blockchain Technology – What Every CPA Should Know (2 hrs)

Taxes 8/2

Individual Tax Fundamentals (8 hrs)

8/13

Tax Research I (4 hrs)

8/15

Social Security and Medicare: Maximizing Retirement Benefits (4 hrs)

8/27

Understanding the New Partnership Audit Rules (2 hrs)

9/5

Health Care Reform Act: Critical Tax and Insurance Ramifications (3 hrs)

9/17

Year-End Tax Planning: Thinking Outside the Box (2 hrs)

9/19

Blockchain Implications for Tax (8.5 hrs)

9/23

Capitalization and Tax Depreciation: Review and Update (2 hrs)

August/September

13

Live In-Classroom & Webcast The following courses are offered live in-person, as well as live via webcast.

For more webcast classes, visit www.cocpa.org.

8/2

Farm and Ranch Taxation

8/15

Marijuana Business Symposium

8/28

Personal Financial Planning Conference

8/29

Not-for-Profit Financial Reporting: Mastering the Unique Requirements

9/23

Real-World Frauds Found in Governments

9/23

Real-World Frauds Found in Not-for-Profits

10/24

CPAs In Industry Conference

10/28

Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities

10/28

Section 199A: Applications and Challenges in 2019

10/31

Governmental Conference

11/5

Securing a Comfortable Retirement in the Age of Spending

11/12

Enterprise Risk Management: New Approaches for Today’s Complexities

11/14

Accounting and Auditing Conference

11/18

Individual Income Taxation: Practical Tax Return Guidance for Your Upcoming Tax Season

12/4

Governmental Accounting and Auditing Update

12/10

Hot Tax Planning Developments Under the Current Tax Law

12/10

Sales Tax – Current Developments, Problem Areas, and Opportunities

12/11

Annual Update for Controllers

12/18

SEC and PCAOB Conference

12/19

Mix and Match Conference

12/20

Tax Year In Review and 2019 Planning

1/15/20

14

Don Farmer: Federal Tax Update

COCPA QuickSearch

+

COCPA-hosted AICPA Courses Coming Soon!

August 12 - 13 AICPA SOC School August 19

September 16 -17

AICPA Data Analysis Fundamentals

AICPA Cyber Fundamentals September 9 - 11

AICPA COSO School

October 23 - 24

AICPA Application of Data Analysis

*Final registrations and purchasing will be done through the AICPA website.

THE MOST FUN YOU CAN HAVE AT A TAX SEMINAR Individual Income Tax Workshop

Corporate Income Tax Workshop

NOVEMBER 7 6:00 AM - 2:00 PM 8 hrs of CPE Instructor: Walter Nunnallee

NOVEMBER 8 6:00 AM - 2:00 PM 8 hrs of CPE Instructor: Walter Nunnallee

This course will focus on Tax Developments that affect 2019 Individual Income Tax Return preparation and planning.

This course will review developments that affect 2019 Income Tax Return preparation and 2019 Income Tax planning for businesses.

(Webcast)

August/September

(Webcast)

Federal Tax Update (Denver and Webcast) JANUARY 15 8:30 AM - 4:30 PM 8 hours of CPE Instructor: Don Farmer In this course, we review current year developments and planning ideas affecting individual, corporate and business income taxation.

15

Course Schedule by Date and Field of Study To register for courses, and full course registration policies, please visit www.cocpa.org.

KEY: A: AICPA members who register for these courses will receive an additional $30 per day discount. +: New Course in 2019

: Live-Streaming Webcast Y: Meets Yellow Book Requirement

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 8/12-13/19

AICPA SOC School

16

1805

2205

COCPA

8/29/19

Not-for-Profit Financial Reporting: Mastering the Unique Requirements

8

370

529

COCPA

9/9-11/19

AICPA COSO School

25.5

1799

2199

COCPA

9/23/19

Real-World Frauds Found in Not-for-Profits (12:30 - 4:00 pm)

4

185

264

COCPA

A

9/25/19

Annual Update for Accountants and Auditors

8

370

529

COCPA

+

9/26/19

Audit Workpapers: Documenting Field Work (8:30 am - 12:00 pm)

4

185

264

COCPA

9/26/19

Fraud and Cash Receipts: Common Frauds and Internal Controls (12:30 - 4:00 pm)

4

185

264

COCPA

9/30-10/2/19

AICPA Audit Training - New Staff

16

1095

1495

COCPA

10/7-8/19

AICPA Audit Training - Experienced Staff/ New In-Charge

16

1395

1795

COCPA

10/14-15/19

AICPA Audit Training - Experienced In-Charge/Senior

16

1395

1795

COCPA

10/28/19

Annual Update for Accountants and Auditors

8

370

529

Glenwood Springs

+

10/31/19

Revenue Recognition, Leases, and Financial Instruments: The FASB’s “Big Three” New Standards

8

395

565

COCPA

+

11/1/19

Financial Statement Disclosures: A Guide for Small- and Medium-Sized Businesses (8:30 am - 12:00 pm)

4

195

280

COCPA

+

11/1/19

Accounting for Financial Statement Uncertainty: Estimates, Contingencies, and Going Concern (12:30 - 4:00 pm)

4

195

280

COCPA

AY

Y

16

COCPA QuickSearch

Key

Date

NonMember member Fee Fee

Course Title

CPE

Location

11/7/19

Small Business Internal Controls, Security, & Fraud Prevention & Detection

8

375

535

COCPA

A

11/11/19

Preventing, Detecting, and Investigating Identity Theft

8

370

529

COCPA

A

11/21/19

Auditing Employee Benefit Plans

8

370

529

COCPA

12/16-17/19

SEC Reporting

16

695

994

COCPA

12/20/19

Excel Financial Reporting and Analysis

8

375

535

COCPA

ACCOUNTING & AUDITING – GOVERNMENT Y

9/23/19

Real-World Frauds Found in Governments (8:30 am - 12:00 pm)

4

185

264

COCPA

AY

9/24/19

Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs

8

370

529

COCPA

AY

10/21/19

Accounting and Reporting for Not-for-Profit Organizations

8

370

529

COCPA

AY +

11/13/19

The New Yellow Book: Government Auditing Standards, 2018 Revision

8

370

529

COCPA

AY

12/4/19

Governmental Accounting and Auditing Update

8

370

529

COCPA

Y

12/6/19

Annual Update for Governments and Not-for-Profits (8:30 am - 12:00 pm)

4

225

321

Pueblo

Y+

12/6/19

Real-World Frauds Found in Governments (12:30 - 4:00 pm)

4

225

321

Pueblo

COMPUTER SOFTWARE & APPLICATIONS/ INFORMATION TECHNOLOGY +

8/19/19

AICPA Cyber Fundamentals

16.5

745

1145

COCPA

8/21/19

2019 Technology Conference - Day 1

8

375

535

COCPA

8/22/19

2019 Technology Conference - Day 2

8

375

535

COCPA

11/6/19

Budgeting and Forecasting Tools and Techniques

8

375

535

COCPA

8/15/19

Marijuana Business Symposium

8

370

529

COCPA

8/16/19

Emerging Leaders Symposium

8

399

570

Denver

8/23/19

Women’s Summit: Strategies for the Successful Woman Professional

8

385

550

Denver

8/28/19

Personal Financial Planning Conference

8

375

535

COCPA

10/24/19

CPAs in Industry Conference

8

375

535

Denver

10/31/19

Governmental Conference

8

375

535

COCPA

CONFERENCES

August/September

17

Key

Date

Course Title

CPE

NonMember member Fee Fee

Location

11/11-12/19

AICPA Oil and Gas Conference

-

1075

1475

Denver

11/14/19

Accounting and Auditing Conference

8

375

535

COCPA

12/18/19

SEC and PCAOB Conference

8

375

535

Denver

12/19/19

Mix and Match Conference

8

375

535

Denver

FINANCE A

12/11/19

Annual Update for Controllers

8

370

529

COCPA

A

12/12/19

Advanced Controller and CFO Skills

8

370

529

COCPA

MANAGEMENT SERVICES A+

11/12/19

Enterprise Risk Management: New Approaches for Today’s Complexities

8

370

529

COCPA

11/15/19

Operational Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance

8

370

529

COCPA

PERSONNEL/HR The courses below are a series, see back page. +

8/26/19

Insights into Team and Leadership Effectiveness (8:30 am - 12:00 pm)

4

185

264

COCPA

+

9/19/19

Resiliency and Courageous Conversations (8:30 am - 12:00 pm)

4

185

264

COCPA

+

10/18/19

Leading Change (8:30 am - 12:00 pm)

4

185

264

COCPA

11/13/19

Leadership Essentials: Delegation and One on One (8:30 - 9:30 am)

1

55

79

Webcast

12/13/19

Inspiring and Motivating Others (8:30 am - 12:00 pm)

4

185

264

COCPA

AICPA Data Analysis Fundamentals Certificate

12

695

1095

COCPA

AICPA Application of Data Analysis Essentials Certificate

16

1395

1795

COCPA

8/2/19

Farm and Ranch Taxation

8

395

564

COCPA

8/5-9/19

AICPA Tax Training School - Firm Leaders

40

1755

2155

COCPA

10/28/19

Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (8:30 am - 12:00 pm)

4

195

280

COCPA

+ +

SPECIALIZED KNOWLEDGE 9/16-17/19

STATISTICS 10/23-24/19

TAXES

+

18

COCPA QuickSearch

Key +

Date

Course Title

CPE

NonMember member Fee Fee

Location

10/28/19

Section 199A: Applications and Challenges in 2019 (12:30 - 4:00 pm)

4

195

280

COCPA

10/29/19

Buying and Selling a Business: Critical Tax and Structuring Issues

8

395

565

COCPA

10/29/19

Tax Year In Review and 2019 Planning

8

385

550

Sterling

10/30/19

Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)

4

225

321

Westminster

10/30/19

Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)

4

225

321

Westminster

10/30/19

Real Estate Tax Boot Camp

8

395

565

COCPA

11/1/19

The Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas

8

425

607

Longmont

11/4/19

Social Security and Medicare Planning

8

395

565

COCPA

+

11/5/19

Securing a Comfortable Retirement in the Age of Spending

8

395

565

COCPA

+

11/5/19

Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)

4

225

321

Glenwood Springs

+

11/5/19

Colorado Income Tax – Current Developments, Problem Areas, and Opportunities (12:30 - 4:00 pm)

4

225

321

Glenwood Springs

11/6/19

Estate and Life Planning Issues for the Middle-Income Client

8

425

607

Colorado Springs

11/6/19

The Best S Corporation, Limited Liability, and Partnership Update

8

425

607

Grand Junction

11/7/19

Don Farmer’s 2019 Individual Income Tax Workshop

8

290

390

Webcast

11/8/19

Don Farmer’s 2019 Corporate Income Tax Workshop

8

290

390

Webcast

11/8/19

The Best S Corporation, Limited Liability, and Partnership Update

8

385

550

COCPA

11/8/19

Tax Year In Review and 2019 Planning

8

395

565

Boulder

11/11/19

Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)

4

200

285

Ft. Collins

11/11/19

Reviewing S Corporation Tax Returns: What Are You Missing? (12:30 - 4:00 pm)

4

200

285

Ft. Collins

11/14/19

Tax Year In Review and 2019 Planning

8

395

565

Pueblo

11/15/19

Tax Year In Review and 2019 Planning

8

395

565

Colorado Springs

+

+

August/September

19

Date

A+

11/18/19

Individual Income Taxation: Practical Tax Return Guidance for Your Upcoming Tax Season

8

370

529

COCPA

A

11/19/19

Annual Tax Update: Corporations and Pass-Through Entities

8

370

529

COCPA

11/19/19

Tax Year In Review and 2019 Planning

8

410

585

Durango

11/20/19

The Best S Corporation, Limited Liability, and Partnership Update

8

425

607

Westminster

11/22/19

The Best S Corporation, Limited Liability, and Partnership Update

8

425

607

Longmont

12/2/19

Tax Year In Review and 2019 Planning

8

395

565

Grand Junction

12/3/19

Tax Year In Review and 2019 Planning

8

410

585

Glenwood Springs

12/4/19

Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)

4

225

321

Boulder

12/4/19

Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)

4

225

321

Boulder

12/6/19

The Best S Corporation, Limited Liability, and Partnership Update

8

425

607

Durango

12/6/19

Tax Year In Review and 2019 Planning

8

395

565

Ft. Collins

12/9/19

Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)

4

185

264

COCPA

12/9/19

Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)

4

185

264

COCPA

12/10/19

Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)

4

200

285

COCPA

12/10/19

Sales Tax – Current Developments, Problem Areas, and Opportunities (12:30 - 4:00 pm)

4

200

285

COCPA

12/10/19

Tax Year In Review and 2019 Planning

8

395

565

Longmont

12/11/19

The Best S Corporation, Limited Liability, and Partnership Update

8

425

607

Pueblo

12/12/19

The Best S Corporation, Limited Liability, and Partnership Update

8

425

607

Colorado Springs

12/13/18

Tax Year In Review and 2019 Planning

8

410

585

Steamboat Springs

12/18/19

Tax Year In Review and 2019 Planning

8

395

565

Westminster

12/20/19

Tax Year In Review and 2019 Planning

8

370

529

COCPA

1/15/20

Don Farmer: Federal Tax Update

8

425

607

Denver

+

20

Course Title

CPE

NonMember member Fee Fee

Key

Location

COCPA QuickSearch

80 hrs: $3,100 | 40 hrs: $1,550 | 24 hrs: $930

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CPE SEASON PASS PACKAGES INCLUDE:

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August/September

21

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

T H E C O C PA

LEADERSHIP SERIES SKILLS with Anna Conrad, JD Enhance your leadership skills with this 17-hour CPE series!

Attendees must register for all courses in the series.

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