COCPA QuickSearch: May/June/July 2018

QuickSearch May/June/July 2018

SPRING into

CPE

Get your CPE Season Pass

A Deeper Look into the Tax Cuts and Jobs Act of 2017

TABLE OF CONTENTS

PAGE FOUR

Not-For-ProямБt Conference

MAY 22

PAGE TWO

COCPA

COLORADO SOCIETY OF CPAS

In the fall of this year, the Colorado State Board of Accountancy will be conducting CPE audits for the 2016 - 2017 CPE year.

Certificate holders are responsible for accurate reporting and documentation of all CPE hours completed and must retain documentation for a minimum of 5 years from the end of the year in which the CPE was completed. Documentation must be submitted to the Board upon request.

IF YOU ARE AN ACTIVE CERTIFICATE HOLDER, PLEASE USE THIS CHECKLIST TO MAKE SURE YOU ARE COMPLIANT: ☐ I have 80 hours of CPE that includes 4 hours of ethics. ☐ The credit I am claiming is no more than 20% in the personal development field of study. ☐ The credit I am claiming is no more than 50% for teaching, publishing articles, or books. ☐ I have certificates of completion from the programs that I participated in and they include the following required information: ☐ Name and contact information of CPE program sponsor ☐ My name ☐ Title of program ☐ Field of Study ☐ Date(s) the program was offered or completed ☐ Location of program, if applicable

☐ Type of instruction/delivery method ☐ Number of CPE credits completed ☐ Verification by the CPE program sponsor (verification may be in the form of a signature, seal, or other similar indicia).

Section 7.3 of the State Board of Accountancy’s Rules lists the acceptable field of studies for your reference. Additionally, section 7.4 provides further details on rules to claim CPE credit for teaching, panel presentations, publishing, college coursework, and specialized programs. You may visit colorado.gov/pacific/dora/Accountancy for additional rules and regulations.

2

COCPA QuickSearch

COCPA

Table of Contents

QuickSearch

2

2018 Not-For-ProďŹ t Conference

A Guide to CPE from COCPA.

4

May/June/July Course Highlights

CPE Director Rebecca Campbell, CAE rebecca@cocpa.org

6

Conference Schedule

7

Yellow Book Schedule

8

Ethics

10

Webinars

12

Live In-Classroom and Webcast Courses

14

Course Schedule by Date and Field of Study

21

CPE Registration Form

COLORADO SOCIETY OF CPAS

CPE Operations and On-Site Programs Tiffany Carson, CMP tiffany@cocpa.org CPE Coordinator Ashlee Whelan 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

One fee. Hours of CPE. SAVE UP TO 20% OFF YOUR COURSES! 80 hrs: $3,100 | 40 hrs: $1,550 | 24 hrs: $930

CPE SEASON PASS PACKAGES INCLUDE:

Group Study Programs - Live, in-person Denver and Chapter Seminars; conferences; webcasts; and webinars.

You may attend a Don Farmer seminar for an additional $49. The CPE Season Pass is valid for programs scheduled, for one year from date of purchase.

NOTE: The following AICPA programs are not included: Financial Planning & Analysis Conference, Service Organization Controls School, Business Valuation School, COSO School, Oil and Gas Conference and CGMA Exam Review.

TO PURCHASE YOUR CPE SEASON PASS, VISIT seasonpass.cocpa.org.

For a company subscription, call the COCPA Member Services team at 303-773-2877 or 800-523-9082.

May/June/July

1

NOT-FOR-PROFIT CONFERENCE

Working together to make a bigger difference.

May 22, 2018 | Radisson Denver Southeast 8:25 – 8:30 am

Welcome

8:30 – 10:10 am

Audit and Accounting Update

10:10 – 10:20 am

Break

10:20 – 11:10 am

Demystifying Digital Assets for Not-For-Profit Organizations

11:10 am - 12:00 pm

The View From the Bench: Primer on Employment Law for Nonprofits

12:00 - 1:00 pm

Lunch

1:00 - 2:15 pm

Eye of the Cyber Storm – Managing Cyber Risk in Small- to Mid-Sized NPOs

2:15 - 2:25 pm

Break

2:25 – 3:40 pm

Annual Tax Update

Karen Miessner, CPA, CFE, SingerLewak LLP

Kristine Brands, CMA, DM, Regis University

Judge (Ret.) Mary McClatchey, WorkSmart Partners

Anders Erickson, CISA, CISSP, CRISC, EideBailly

Cara Lawrence, Esq., Tierney Lawrence LLC

Ask an Expert 3:40 – 4:30 pm

The full docket of speakers will be available to answer your questions and expand on their presentations. A question box will be available at the registration table

Learn more and register at not-for-profit.cocpa.org 2

COCPA QuickSearch

Business Valuation School Master the essentials of valuation.

Instructors: Harold G. Martin Jr., CPA/ABV/CFF, ASA, CFE – Partner, Keiter’s Valuation and Forensic Services Group

COCPA members save $100 with promo code: COCPA100

Kevin Yeanoplos, CPA/ABV/CFF, ASA – Director of Valuation Services, Brueggeman and Johnson Yeanoplos, P.C. May 7–11, 2018 | Exclusive $100 discount for FVS Section members Colorado Society of CPAs Register at AICPAStore.com/bvco

Demonstrate your mastery in designing, e your mastery inand designing, implementing monitoring internal cont ng 2018 andCOSO monitoring internal controls.

Internal Control Certificate Program

Demonstrate your mastery al Control Certificate Program

in designing, Workshop learning pathway: implementing and monitoring internal controls.

thway: 2018 2–4 COSO Internal May Atlanta, GAControl Certificate Program July 23–25 New York, NY May 16–18 New York, July NY 23–25 New York, NY Sept. 12–14 Atlanta, GA Workshop learning pathway:

LOCATIONS Englewood, CO12–14 Atlanta, Dec. 3–5 Durham, NC NY June Sept.

June13–15 13-15 Englewood, CO GA ADDITIONAL

May 2–4 Atlanta, GA

July 23–25 New York, NY

June 13–15 Englewood, CO

Dec. 3–5 Durham, NC Sept. 12-14 Atlanta, GA

May 16-18 New York, NY d, CO NC 12–14 May 16–18 New York, NY Dec. 3–5 Durham,Sept.

Atlanta, GA July 23-25 New|York, NY Registration is open now. AICPAStore.com/COSOcert 888.777.7077

ow. AICPAStore.com/COSOcert | 888.777.7077

Dec. 3-5 Durham, NC

Registration is open now. AICPAStore.com/COSOcert | 888.777.7077

The COSO Certificate is sponsored by the American Accounting Association (AAA), the American Institute of CPAs (AICPA), the Financial Executive Institute of Management Accountants (IMA) and the Institute of Internal Auditors (IIA). © 2018 Association of International Certified Professional reserved.

AICPAAssociation and American Institute of CPAs are trademarks of the American Institute of Certified Public(FEI), Accountants and are registere e American Accounting (AAA), the American Institute of CPAs (AICPA), the Financial Executives International the The COSO Certificate is sponsored by the American Accounting Association (AAA), the American Institute of CPAs (AICPA), the Financial Executives International (FEI), the and other countries.

1803-699 A) and the the European Institute ofUnion Internal Auditors (IIA). © 2018 Association of International Certified Professional Accountants. All rights Institute of Management Accountants (IMA) and the Institute of Internal Auditors (IIA). © 2018 Association of International Certified Professional Accountants. All rights

e of CPAs are trademarks of the American Institute of Certified Public Accountants and arePublic registered in theand United States,in the United States, reserved.

AICPA and American Institute of CPAs are trademarks of the American Institute of Certified Accountants are registered the European Union and other countries. 1803-699 s. 1803-699 3 May/June/July

MAY/JUNE/JULY

Course Highlights 4 HR

A Deeper Look into the Tax Cuts and Jobs Act of 2017 May 21 (Colorado Springs), May 30 (COCPA/Webcast), June 26 (Westminster)

This course will help you understand some of the more complicated areas surrounding the most recent tax reform.

Upcoming Peer Review: Is Your Firm Ready?

June 4 (COCPA)

What does it take to have an effective quality control system that leads you to a clean, unmodified peer review report? Find out how to prepare for your next review and what can be done on a daily basis to create a strong quality control environment for your firm.

Peer Review Program Advanced Course June 5 (COCPA)

This one-day, advanced course is designed for experienced reviewers who want to heighten their peer review skills. This course includes an analysis of the latest AICPA Peer Review Program Standards as well as materials focused on the areas of peer review guidance which reviewers find the most problematic.

SEC Reporting June 11 -12 (Denver)

Comply confidently with the latest SEC reporting requirements with this comprehensive course. It clarifies new, difficult, and important reporting and disclosure requirements while giving examples and tips for ensuring compliance.

Taking the Numb Out of Numbers: How to Explain and Present Financial Information With Clarity June 20 (COCPA)

Are you responsible for presenting financial information to your organization? If you’re a CEO, CFO, financial analyst, or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data.

Integrating Audit Data Analytics into the Audit Process June 27 (COCPA)

This course introduces the concept of audit data analytics, provides a brief overview of what audit data analytics are, and illustrates how these tools can be integrated into the current audit process.

4 HR

The Bottom Line on the New Lease Accounting Requirements June 28 (COCPA/Webcast)

How do the leasing requirements in the new standard differ from current GAAP? This course addresses that question by focusing on the basic core principles of the new standard. Discussion includes basic identification, recognition, measurement, presentation and disclosure requirements.

4

COCPA QuickSearch

MAY/JUNE/JULY

Course Highlights 4 HR

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know June 28 (COCPA/Webcast)

This course will provide you with an in-depth understanding of the framework for revenue recognition built around the core principle that is applied in a five step process.

In addition, understanding the changes and new requirements is critical for successful implementation of this new standard.

4 HR

Tax Cuts and Jobs Act: Individuals and Investments July 9

The new tax legislation takes a far deeper and wider cut than meets the untrained eye.

Tax Reform is popping at the seams with new privileges and challenges.

4 HR

Tax Cuts and Jobs Act: Business Deductions and Cost Recovery July 9

Are you a winner or a loser? It depends on who you are. The Tax Cuts Jobs Act line-byline, provision-by-provision, imposes surprising results, both good and bad. Many of the areas changing do so very deeply and meaningfully.

4 HR

Tax Cuts and Jobs Act: §199A Pass-Through Deduction and C Corp vs. Pass-Through July 10

The all-new §199A pass-through deduction cuts non-C Corp income tax rates to the lowest in over 3 decades, but only for those eligible. The problem? Some higher income taxpayers, along with some lower income taxpayers, are aced out or trimmed back.

4 HR

Centralized Partnership Audit Rules: Prepare in Earnest and Other Freight Train Stories July 10

Effective in 2018 (coming like a freight train), the TEFRA partnership audit rules are axed and a whole new regime kicks in. Under the new rules, partnerships (and LLCs) will become strange new beasts taxed like C corps. Escape routes are available, but not for all. Advance planning is a must to avoid train wrecks.

Form 990: Mastering Its Unique Characteristics July 24 (COCPA)

Explore the tax information and inherent not-for-profit organization issues to be mastered in properly preparing the current Form 990. This course covers the numerous reporting demands the 990 imposes, including how to respond to the form’s demands for narrative answers. Participants will gain an understanding of the tax and practical points essential to appropriate completion of the Form 990 and be guided on advising exempt clients on the form’s complexities and diverse demands..

May/June/July

5

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 2018 conferences are also available via live webcast.

5/22 7/16-18

Not-for-Profit Conference AICPA Financial Planning and Analysis Conference*

8/17

Emerging Leader Symposium

8/24

Women’s Summit: Strategies for the Successful Woman CPA

8/30-31

Technology Conference

10/26

CPAs in Industry Conference

10/31

Governmental Conference

11/8

Accounting and Auditing Conference

11/11-13

AICPA Oil and Gas Conference*

12/14

Mix and Match Conference

12/19

SEC and PCAOB Conference

1/16

Don Farmer: Federal Tax Update

Register coworkers and watch the webcast together! *This conference is produced by the AICPA and does not qualify for the Season Pass program.

By women, for women SAVE THE DATE: August 24, 2018

NOMINATE A LEADER IN THE PROFESSION Deadline June 29, 2018

Women to Watch Awards will be presented during the Women’s Summit on August 24.

For a nomination form, contact Terry Cervi at terry@cocpa.org.

6

COCPA QuickSearch

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LO

8/22

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

COCPA

9/20

Accounting and Reporting for Not-for-Profit Organizations

COCPA

10/24

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

COCPA

10/25

Not-for-Profit Accounting and Auditing Update

COCPA or Webcast

10/31

2018 Governmental Conference

COCPA or Webcast

12/3

Governmental Accounting and Auditing Update

COCPA or Webcast

12/4

Real-World Frauds Found in Governments

COCPA

12/4

Real-World Frauds Found in Not-for-Profits

COCPA

12/5

Yellow Book: Government Auditing Standards

COCPA

RA

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O F

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Yellow Book Schedule

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GOVERNMENT CERTIFICATE of ACHIEVEMENT

PUB

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UN

COCPA GOVERNMENT CERTIFICATE OF ACHIEVEMENT PROGRAM Earn the Governmental Certificate of Achievement and enhance your professional competence with practical skills you can apply immediately.

Why Complete the Certificate of Achievement Program?

• To demonstrate your commitment to your career as a governmental accounting professional • To keep updated on the latest rules, regulations, and pronouncements in a constantly changing regulatory environment • To demonstrate competence in the field of governmental accounting above and beyond the base level requirements needed in the field • To gain a deeper understanding of the issues involved with governmental accounting • To learn best practices to work more efficiently Upon completion of the courses you will receive a certificate, 40 hours of CPE that also qualify for yellow book credit, and recognition in a COCPA publication and website as someone who has made this intentional investment in the governmental arena.

How the Certificate of Achievement Program Works: Select five courses from the list online which best meet your needs, and register online. Call the COCPA Member Services Department and let them know you would like to enroll in the program. Participants have up to eighteen months to complete the program.

LEARN MORE AT GCOA.COCPA.ORG May/June/July

7

Ethics Schedule Colorado Board of Accountancy Statutes, Rules, and Regulations 5/23

Webcast Only

8:30 - 10:10 am

8/1

Webcast Only

8:30 - 10:10 am

10/29

COCPA or Webcast

8:30 - 10:10 am

12/5

Webcast Only

8:30 - 10:10 am

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 11/7

COCPA or Webcast

2:30 - 4:20 pm

12/7

COCPA or Webcast

2:30 - 4:20 pm

Ethics and the AICPA’s Principles, Rules, and Responsibilities 8/1

Webcast Only

10:30 am - 12:10 pm

10/29

COCPA or Webcast

10:30 am - 12:10 pm

12/5

Webcast Only

10:30 am - 12:10 pm

The A.R.T. of Work: Accountability, Respect, and Trust 11/7

COCPA or Webcast

12:30 - 2:20 pm

12/7

COCPA or Webcast

12:30 - 2:20 pm

The Psychology of Ethics 10/19

COCPA or Webcast

8:30 am - 12:00 pm

11/28

COCPA or Webcast

12:30 - 4:00 pm

When Good CPAs Go Bad: Ethics & Cases

8

11/7

COCPA or Webcast

8:30 am - 12:00 pm

12/7

COCPA or Webcast

8:30 am - 12:00 pm

COCPA QuickSearch

Video On-Demand Ethics Colorado State Board of Accountancy Statutes, Rules, and Regulations

This video-based program fulfills the Colorado State Board of Accountancy’s ethics requirement for active certificate holders. It also fulfills the CR&R requirement that newly licensed certificate holders must meet within six months of licensure.

Making Ethics Count: CPAs & Ethics

Also video-based, this course fulfills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Dan Chenoweth leads you through this thought-provoking and information-filled interactive course.

The AICPA’s Principles, Rules, & Responsibilities

This last video-based course also fulfills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Using the AICPA’s code of conduct and participant’s ethics dilemmas, you’ll gain additional tools to help you make ethical decisions.

Instructor-led or taught by your team,

CPE at your office.

It’s important to make sure everyone in the office can work as a team. With a COCPA On-site 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. Our courses are led by expert instructors. However, some courses can be led by an expert from your very own office — we provide you with the discussion-leader guide and materials and you take it from there. Featuring COCPA’s highest rated instructors!

To learn more about our On-site CPE programs, please contact Tiffany Carson at tiffany@cocpa.org or 303-741-8621 today.

May/June/July

9

Webinar Schedule Accounting and Auditing 5/8

Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors (8 hrs)

5/15

The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (4 hrs)

5/18

FASB’s New Revenue Recognition Standard ASC 606 (2 hrs)

6/12

Business Valuation Calculation Engagements: Litigation vs. Nonlitigation (2 hrs)

6/20

Revenue Recognition—Risks NOT in the New Standard (2 hrs)

6/21

U.S. GAAP: Review for Business & Industry (4 hrs)

7/10

Financial and Tax Accounting for Partnerships and LLCs (4 hrs)

7/16

Commonly Missed Analytical Procedures (2 hrs)

7/30

Financial and Tax Accounting for S Corporations (4 hrs)

Accounting and Auditing (Government) 5/3

Financial Reporting for Not-for-Profit Entities (4 hrs)

6/5

Yellow Book Financial Audits (4 hrs)

7/10

Non-Profit Update: A&A Risks for Controllers and Auditors (2 hrs)

7/24

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

Business Law 5/23

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

6/18

Employment Law Update: Reducing Employer Liability (4 hrs)

7/13

LGBT Employees & Their Families: What Managers Should Know (2 hrs)

Business Management and Organization

10

5/21

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

6/7

Bouncing Back From Your Busy Season and the Rest of the Year (2 hrs)

6/21

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

6/27

Top Ten Business Myths and How to Avoid Them! (2 hrs)

7/9

Corporate Performance Management for Strategy Execution (1.5 hrs)

7/18

4 Critical Factors to Create Sustainable Growth (2 hrs)

COCPA QuickSearch

Computer Software and Application 5/1

5/18 6/7

Technology Update (2 hrs) Data Analytics & Business Intelligence: What You Should Know (8 hrs) Time to Get Serious About Information Security (2 hrs)

6/19

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

7/17

Adobe Acrobat Must Know Features for Beginners (4 hrs)

7/31 Finance

5/18 6/22 7/10

QuickBooks – Best Practices for Accountants (2 hrs)

Balance Sheet Management: The Least Understood Risk (2 hrs) Financial Forecasting: Planning for Success (4 hrs) Bitcoin - What You Should Know About This Digital Currency (2 hrs)

Specialized Knowledge 5/7

5/21 6/7

Using Microsoft OneNote as a MAP Handbook Tool (2 hrs) Blockchain Technology - What Every CPA Should Know (2 hrs) KPI Dashboards - The New Financial Reporting Model (2 hrs)

6/26

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

7/13

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

Taxes

5/2

5/23 5/29 6/8

Individual Tax Fundamentals (8 hrs) After Tax Reform: Business Tax Update and Recent Developments (2 hrs) Tax Planning for Small Businesses (4 hrs) S Corporation Fundamentals (8 hrs)

6/11

After Tax Reform: Individual Tax Update and Recent Developments (2 hrs)

6/29

After Tax Reform: Key Tax Strategies for Partnerships and LLCs (2 hrs)

7/13

Alternative Minimum Tax: A Look at the Modified Rules (2 hrs)

7/19

After Tax Reform: Taxation of Non-Profits (2 hrs)

May/June/July

11

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.

12

5/22

2018 Not-for-Profit Conference

5/30

A Deeper Look into The Tax Cuts and Jobs Act of 2017 (4 hrs)

6/28

The Bottom Line on the New Lease Accounting Requirements (4 hrs)

6/28

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

8/13

The New Tax Law Means New Tax Planning for Agriculture

8/15

2018 Marijuana Business Symposium

8/22

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

8/28

Determining How Much Money You Need To Retire: Practical Planning Strategies

9/26

Annual Update for Accountants and Auditors

10/25

Not-for-Profit Accounting and Auditing Update

10/26

2018 CPAs in Industry Conference

10/31

2018 Governmental Conference

11/5

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

11/6

Hot Tax Planning Developments Under the Current Tax Law (4 hrs)

11/8

2018 Accounting and Auditing Conference

11/13

Employment Law Update: Key Risks and Recent Trends

11/15

Annual Update for Controllers

11/29

Corporate Tax Workshop: Get Ready for Busy Season

12/3

Governmental Accounting and Auditing Update

12/11

Construction Contractors: Accounting, Auditing, and Tax

12/14

2018 Mix and Match Conference

12/19

2018 SEC and PCAOB Conference

12/20

Tax Year in Review and 2018 Planning

1/16

Don Farmer: Federal Tax Update

COCPA QuickSearch

Building the future today

COCPA members save $100 with promo code:

COCPA100

Financial Planning & Analysis Conference Featured keynotes: Kimberly Ellison-Taylor Accounting champion extraordinaire Brian Kalish Advocate for long-term talent and staffing July 16–18, 2018 • In Denver or online Save $75 through June 2 Register at AICPAStore.com/FPAco.

Coming to Metro Denver

SOC for Service Organizations School Prepare for your next engagement by joining us for our annual school.

© 2018 Association of International Certified Professional Accountants. All rights reserved. 1803-578

aicpa.org/soc4so S O C fo

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Visit AICPAStore.com/SOCco to secure your seat.

AICPA SOC

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Use code COCPA100 at checkout for $100 off your registration.

Or

July 26–27, 2018 | Save $75 through June 11.

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Featuring: • Complex SOC for Service Organizations-related situations • Instructor-guided discussions • Application exercises

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™

Course Schedule by Date and Field of Study To register for courses, please visit www.cocpa.org, or register using the form in the back of this publication. For 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 2018

: 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

NonCPE Member member Fee Fee

Location

ACCOUNTING AND AUDITING A

6/4/18

Upcoming Peer Review: Is Your Firm Ready?

8

370

529

COCPA

A

6/5/18

Peer Review Program Advanced Course

8

370

529

COCPA

6/1112/18

SEC Reporting

16

840

1200

Denver

6/1315/18

AICPA COSO School

25.5

2299*

2299

COCPA

A

6/27/18

Integrating Audit Data Analytics into the Audit Process

8

370

529

COCPA

6/28/18

The Bottom Line on the New Lease Accounting Requirements (8:30 am - 12:00 pm)

4

185

264

COCPA

6/28/18

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (12:30 - 4:00 pm)

4

185

264

COCPA

8/13/18

Accounting and Auditing Update (8:30 am - 12:00 pm)

4

200

285

Pueblo

AICPA SOC School

16

1850*

1950

COCPA

8/13/18

The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)

4

200

285

Pueblo

8/14/18

Accounting and Auditing Update (8:30 am - 12:00 pm)

4

200

285

Colorado Springs

8/14/18

The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)

4

200

285

Colorado Springs

8/30/18

Annual CFO Spotlight: Technical Competence

8

385

550

COCPA

9/24/18

Accounting and Auditing Update (8:30 am - 12:00 pm)

4

200

285

Ft. Collins

7/2627/18

+

*AICPA members receive an additional discount.

14

COCPA QuickSearch

Key

NonMember member Fee Fee

Date

Course Title

CPE

9/24/18

The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)

4

200

285

Ft. Collins

9/25/18

Accounting and Auditing Update (8:30 am - 12:00 pm)

4

200

285

Westminster

9/25/18

Forensic Investigations: Key Tools to Success (12:30 - 4:00 pm)

4

200

285

Westminster

9/26/18

Annual Update for Accountants and Auditors

8

370

529

COCPA

9/27/18

The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (12:30 - 4:00 pm)

4

185

264

COCPA

9/28/18

Accounting and Auditing Update (8:30 am - 12:00 pm)

4

200

285

Grand Junction

9/28/18

The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)

4

200

285

Grand Junction

11/2/18

Auditing Employee Benefit Plans

8

370

529

COCPA

11/8/18

2018 Accounting and Auditing Conference

8

375

535

COCPA

A

11/14/18

Identity Theft: Preventing, Detecting, and Investigating Identity Theft

8

370

529

COCPA

A

11/26/18

Accounting and Auditing Update for Small Businesses

8

365

521

COCPA

11/27/18

Forensic Investigations: Key Tools to Success (8:30 am - 12:00 pm)

4

185

264

COCPA

11/27/18

Preparation, Compilation, and Review Engagements: Update and Review (12:30 - 4:00 pm)

4

185

264

COCPA

12/10/18

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (8:30 am - 12:00 pm)

4

185

264

COCPA

12/10/18

The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)

4

185

264

COCPA

12/11/18

Construction Contractors: Accounting, Auditing, and Tax

8

365

521

COCPA

SEC Reporting

16

695

994

COCPA

A

A

12/1718/18

Location

ACCOUNTING AND AUDITING – GOVERNMENT 8/22/18

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

8

370

529

COCPA

Y A

9/20/18

Accounting and Reporting for Not-for-Profit Organizations

8

370

529

COCPA

Y A

10/24/18

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

8

370

529

COCPA

10/25/18

Not-for-Profit Accounting and Auditing Update

8

370

529

COCPA

Y

Y

May/June/July

15

Key Y

Date

Course Title

NonCPE Member member Fee Fee

Location

10/31/18

2018 Governmental Conference

8

375

535

COCPA

12/3/18

Governmental Accounting and Auditing Update

8

365

521

COCPA

+ Y

12/4/18

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

4

185

264

COCPA

+ Y

12/4/18

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

4

185

264

COCPA

Y A

12/5/18

Yellow Book: Government Auditing Standards

8

370

529

COCPA

AICPA Financial Planning and Analysis Conference

18

1420*

1520

Denver

8/28/18

Determining How Much Money You Need To Retire: Practical Planning Strategies

8

385

550

COCPA

11/1/18

Retirement: How to Navigate Through the Uncertain Voyage

8

370

529

COCPA

8

370

529

COCPA

8

370

529

COCPA

YA

ADMINISTRATIVE PRACTICE 7/1618/18

BUSINESS LAW A

11/13/18

Employment Law Update: Key Risks and Recent Trends

COMMUNICATIONS AND MARKETING 6/20/18

Taking the Numb Out of Numbers: How to Explain and Present Financial Information With Clarity

COMPUTER SOFTWARE & APPLICATIONS/INFORMATION TECHNOLOGY

+

8/30/18

2018 Technology Conference - Day 1

8

375

535

Denver

8/31/18

2018 Technology Conference - Day 2

8

375

535

Denver

9/27/18

Cybersecurity Risk Management Program: What You Need to Know (8:30 am - 12:00 pm)

4

185

264

COCPA

10/2223/18

Excel Boot Camp - Two Days of Intensive Excel Training

16

694

994

COCPA

11/9/18

Cash Management Techniques, Systems & Solutions: Make Your Money Work Harder (8:30 am - 12:00 pm)

4

185

264

COCPA

11/15/18

Annual Update for Controllers

8

370

529

COCPA

11/16/18

Analytics and Big Data for Accountants

8

365

521

COCPA

FINANCE

A A

*AICPA members receive an additional discount.

16

COCPA QuickSearch

Key

NonCPE Member member Fee Fee

Date

Course Title

Location

12/12/18

Thriving In A Chaotic Economic Environment: Planning And Strategy Formulation For Your Organization (8:30 am - 12:00 pm)

4

195

280

COCPA

12/12/18

Innovative Forecasting And Budgeting: Moving Beyond The Traditional Techniques (12:30 - 4:00 pm)

4

195

280

COCPA

12/13/18

Current Developments And Best Practices For Today’s CFOs And Controllers

8

385

550

COCPA

AICPA Business Valuation School

45

2295*

2395

Denver

5/22/18

2018 Not-for-Profit Conference

8

335

479

Denver

8/15/18

2018 Marijuana Business Symposium

8

370

529

COCPA

8/17/18

2018 Emerging Leader Symposium

8

399

570

Denver

8/24/18

2018 Women’s Summit: Strategies for the Successful Woman CPA

8

375

535

Denver

10/26/18

2018 CPAs in Industry Conference

8

375

535

Denver

12/14/18

2018 Mix and Match Conference

8

375

535

Denver

12/19/18

2018 SEC and PCAOB Conference

8

375

535

Denver

5/21/18

A Deeper Look into The Tax Cuts and Jobs Act of 2017 (8:30 am - 12:00 pm)

4

200

285

Colorado Springs

5/30/18

A Deeper Look into The Tax Cuts and Jobs Act of 2017 (8:30 am - 12:00 pm)

4

185

264

COCPA

+

6/26/18

A Deeper Look into The Tax Cuts and Jobs Act of 2017 (8:30 am - 12:00 pm)

4

200

285

Westminster

+

7/9/18

Tax Cuts and Jobs Act: Individual and Investments (8:30 am - 12:00 pm)

4

185

264

COCPA

+

7/9/18

Tax Cuts and Jobs Act: Business Deductions and Cost Recovery (12:30 - 4:30 pm)

4

185

264

COCPA

+

7/10/18

Tax Cuts and Jobs Act: §199A Pass-Through Deduction and C Corp vs. Pass-Through (8:30 am - 12:00 pm)

4

185

264

COCPA

+

7/10/18

Centralized Partnership Audit Rules: Prepare in Earnest and Other Freight Train Stories (12:30 - 4:30 pm)

4

185

264

COCPA

A

7/24/18

Form 990: Mastering Its Unique Characteristics

8

370

529

COCPA

A

8/8/18

Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs

8

370

529

COCPA

A

8/9/18

Form 1041: Income Taxation of Estates and Trusts

8

370

529

COCPA

SPECIALIZED KNOWLEDGE 5/7-11/18

TAXES + +

*AICPA members receive an additional discount.

May/June/July

17

Key +

A

A

18

Date

Course Title

NonCPE Member member Fee Fee

Location

8/13/18

The New Tax Law Means New Tax Planning for Agriculture

8

395

564

COCPA

8/27/18

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

8

425

607

Glenwood Springs

8/29/18

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

8

385

550

COCPA

8/30/18

Maximizing Your Social Security Benefits (8:30 am - 12:00 pm)

4

200

285

Longmont

8/30/18

Select Estate And Life Planning Issues For The Middle-Income Client (12:30 - 4:00 pm)

4

200

285

Longmont

10/29/18

Best Practices for Payroll Taxes and 1099 Issues

8

370

529

COCPA

10/30/18

Smart Tax Planning Strategies for Individuals (8:30 am - 12:00 pm)

4

200

285

COCPA

10/30/18

Capitalized Costs and Depreciation: Key Issues and Answers (12:30 - 4:00 pm)

4

200

285

COCPA

10/30/18

Tax Year in Review and 2018 Planning

8

385

550

Sterling

11/5/18

Health Care Reform Act: Critical Tax and Insurance Ramifications (12:30 - 4:00 pm)

4

185

264

COCPA

11/5/18

Social Security and Medicare: Maximizing Retirement Benefits (8:30 am - 12:00 pm)

4

185

264

COCPA

11/5/18

Tax Year in Review and 2018 Planning

8

410

585

Steamboat Springs

11/6/18

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

4

185

264

COCPA

11/6/18

IRS Disputes: Identifying Options for Your Client (12:30 - 4:00 pm)

4

185

264

COCPA

11/7/18

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

4

200

285

Durango

11/7/18

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

4

200

285

Durango

11/12/18

Tax Year in Review and 2018 Planning

8

395

565

Grand Junction

11/13/18

Tax Year in Review and 2018 Planning

8

410

585

Glenwood Springs

11/15/18

Annual Tax Update: Corporations and Pass-Through Entities

8

395

565

Westminster

11/16/18

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

4

200

285

Longmont

11/16/18

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

4

200

285

Longmont

11/26/18

The Best S Corporation, Limited Liability, and Partnership Update

8

395

565

Ft. Collins

COCPA QuickSearch

Key

NonCPE Member member Fee Fee

Date

Course Title

11/27/18

The Best S Corporation, Limited Liability, and Partnership Update

8

395

565

Boulder

11/29/18

Corporate Tax Workshop: Get Ready for Busy Season

8

365

521

COCPA

11/29/18

Tax Year in Review and 2018 Planning

8

395

565

Pueblo

11/30/18

Advanced Tax Strategies for LLCs & Partnerships

8

365

521

COCPA

11/30/18

Tax Year in Review and 2018 Planning

8

395

565

Colorado Springs

12/3/18

Tax Year in Review and 2018 Planning

8

393

565

Longmont

12/4/18

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

4

200

285

Pueblo

12/4/18

Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)

4

200

285

Pueblo

12/5/18

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

4

185

264

COCPA

12/5/18

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

4

185

264

COCPA

12/6/18

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

4

185

264

COCPA

12/6/18

Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)

4

185

264

COCPA

12/6/18

Tax Year in Review and 2018 Planning

8

410

585

Durango

A

12/7/18

Annual Tax Update: Corporations and Pass-Through Entities

8

395

565

Colorado Springs

A

12/10/18

Annual Tax Update: Corporations and Pass-Through Entities

8

395

565

Grand Junction

12/11/18

Tax Year in Review and 2018 Planning

8

395

565

Boulder

12/11/18

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

4

200

285

Glenwood Springs

12/11/18

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

4

200

285

Glenwood Springs

12/13/18

Tax Year in Review and 2018 Planning

8

395

565

Ft. Collins

12/17/18

Tax Year in Review and 2018 Planning

8

395

565

Westminster

12/20/18

Tax Year in Review and 2018 Planning

8

370

529

COCPA

1/16/2019

Federal Tax Update

8

425

605

Denver

A

A

May/June/July

Location

19

GUIDING THE BUSINESSES THAT WILL PILOT AN INDUSTRY SAVE THE DATE AUGUST 15

SAVE THE DATE: August 30-31 CPE: Up to 16.0

The Technology Conference is an annual two-day event to help CPAs better leverage technology in their organizations. Discover the trends in hardware and software that are determining the future, and learn about the emerging best practices in tech strategy. Special emphasis is provided on data security and the shift toward cloud computing and mobile devices.

20

COCPA QuickSearch

COCPA

CPE Registration Form (or register online at www.cocpa.org)

COLORADO SOCIETY OF CPAS

Name________________________________________________ Title__________________________________________ Company_________________________________________________________________________________________ Address ___________________________________________________________________________________________ City___________________________________________________________State_______________ Zip______________ Business Phone_____________________________________Mobile Phone_____________________________________ Email Address______________________________________________________________________________________ Address is: ☐ Firm/Company ☐ Home ☐ Changed I am a member of: ☐ COCPA–Membership #__________________ ☐ AICPA–Membership #_______________________ Special needs I would like COCPA to be aware of:_________________________________________________________ SAVE MONEY! I would like to register for the following Season Pass: ☐ 24 hr ☐ 40 hr ☐ 80 hr ☐ 120 hr Please register me for: (If you want the course via webcast, please indicate this with a WC near the title. Thank you.)

Course Title_________________________________________ Course Date_______________ Fee___________ Course Title_________________________________________ Course Date_______________ Fee___________ Course Title_________________________________________ Course Date_______________ Fee___________ Course Title_________________________________________ Course Date_______________ Fee___________ Course Title_________________________________________ Course Date_______________ Fee___________

Total Registration Fee ______________ ☐ I have enclosed a check. ☐ Charge __________________ to my ☐ Visa ☐ MasterCard ☐ Discover ☐ American Express It is a: ☐ Company-issued card ☐ Personal card Card Number____________________________ Name of Cardholder_______________________ Exp____________ Print Name___________________________________ Signature____________________________________________ Return to: MAIL: 7887 E Belleview Ave., Suite 200, Englewood, CO 80111

PHONE: 303-773-2877 • 800-523-9082 • FAX: 303-773-6344

CANCELLATION/TRANSFER POLICY • Cancellation or transfer requests made 6 business days or more prior to the program, no fee assessed.

• Cancellation or transfer requests made 2 to 5 business days prior to the program, $25 fee assessed.

• Cancellation or transfer requests made 1 business day prior to or the day of the program, $50 fee assessed.

• No notice of cancellation, 100% course fee assessed.

•

All COCPA Policies and Procedures can be found online under the CPE drop down menu, Policies & Procedures.

May/June/July

21

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

COLORADO SOCIETY OF CPAS

COCPA

SAME COURSE • 4 OPPORTUNITIES TO ATTEND • CPE: 4.0

A DEEPER LOOK

INTO THE TAX CUTS AND JOBS ACT OF 2017 COURSE DETAILS: May 21 Colorado Springs May 30 Denver + Webcast June 26 Westminster

REGISTER TODAY: Tax.COCPA.org