COCPA Quicksearch: May/June/July 2019

QuickSearch May/June/July 2019

CPE CATALOG

Keep

up to date on the latest Sales Tax Legislation with Bruce Nelson INSIDE COVER

Not-For-Profit Conference

MAY 21

PAGE TWO

AICPA Tax and Audit Schools PAGE NINE

COCPA

COLORADO SOCIETY OF CPAS

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

(CPE: 1.0)

Webcast - May 16 This year’s Colorado legislative session ends on May 3, 2019, and the legislature has already introduced several tax bills that if passed will significantly impact your tax practice or industry.

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 Durango June 20 Colorado Springs July 23 Ft. Collins July 25 Glenwood Springs November 5 Denver December 10

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.

Table of Contents 2

2019 Not-for-Profit Conference

4

Conference Schedule

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

5

Yellow Book Schedule

6

Chapter Schedule

CPE Meetings and Marketing Coordinator Ashlee Whelan, CMP ashlee@cocpa.org

9

AICPA Tax and Audit Schools

CPE Director Rebecca Campbell, CAE rebecca@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

10 Ethics 12 Webinars 14

Live In-Classroom and Webcast Courses

15

Course Schedule by Date and Field of Study

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 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.

NOTE: The AICPA hosted courses at the COCPA are not included.

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.

May/June/July

1

Working together to make a

ib gger difference

NOT-FOR-PROFIT CONFERENCE

May 21, 2019 | Hilton Denver Inverness or Webcast Learn more and register at COCPA.org/NotForProfit 8:30 – 9:20 am 9:20 – 10:10 am

Managing Enterprise Risk and Cyber Security 101 for Nonprofits Mike Prichard, University of Colorado Foundation

Grants & Contributions Revenue Recognition – Case Studies Andrew Prather, Clark Nuber PS

10:10 – 10:25 am

Break

10:25 – 11:40 am

Tax Reform & Philanthropy: What We’re Seeing, What We’re Doing Sarah Harrison, The Denver Foundation

11:40 am – 12:35 pm

Lunch

12:35 – 1:50 pm

How to PROTECT Your Tax Exempt Status!

1:50 – 2:40 pm

Have You Outgrown Your Accounting Software?

2:40 – 2:50 pm

Break

2:50 – 3:40 pm 3:40 – 4:30 pm

2

Kyle Fritch, CPA, Eide Bailly LLP | Heidi Glance, Holland & Hart LLP | Sarah Flischel, Kundinger, Corder & Engle PC Rebecca Kelley, CPA & Ashley Eaton, Plante Moran

Wayfair: To South Dakota and Beyond

Dustin Hubbard, CliftonLarsonAllen LLP

FASB Update

Jeremy Dillard, SingerLewak LLP

COCPA QuickSearch

Business Valuation School Master the essentials of valuation.

July 22-26, 2019 | COCPA Join us for the annual AICPA Business Valuation School. Delve deeply into business valuation essentials to master new skills and expand your client services portfolio.

You’ll benefit from a classroom-like feeling that’s conducive to sharing ideas and maximizing interaction with prominent experts and thought leaders in this growing, profit-making niche area.

Instructors: Harold G. Martin Jr., CPA/ABV/CFF, ASA, CFE – Partner, Keiter’s Valuation and Forensic Services Group Kevin Yeanoplos, CPA/ABV/CFF, ASA – Director of Valuation Services, Brueggeman and Johnson Yeanoplos, PC

Register at AICPAStore.com/bvco

Save $100 through June 7 COCPA members get $100 off with promo code COCPA100

BLOCKCHAIN AND BEYOND Blockchain Fundamentals for Accounting and Finance Professionals Certificate – Live event Jul. 31–Aug.1 I Denver, CO I Save $100 through June 16 Register: AICPAStore.com/BCDenver May/June/July

3

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.

5/21

Not-for-Profit Conference

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

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

GUIDING THE BUSINESSES OF A GROWING INDUSTRY REGISTER TODAY AT

AUGUST 15, 2019 COCPA EDUCATION CENTER OR WEBCAST | CPE: 8.0

cocpa.org/MBS

Interested in Sponsoring this event? Email Ashlee Whelan, ashlee@cocpa.org.

4

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

COCPA or Webcast

9/23

Real-World Frauds Found in Not-for-Profits

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

Pueblo

12/6

Real-World Frauds Found in Governments

Pueblo

COCPA or Webcast

THE NEXT STEP ON YOUR PATH TO SUCCESS.

AT THE DENVER ZOO! August 16, 2019 CPE: 8.0

Register online at cocpa.org/emerging May/June/July

5

Chapter Schedule Boulder 7/26

When Good CPAs Go Bad: Ethics and Cases

Paul Harrison

11/8

Tax Year In Review and 2019 Planning

Toby Clary

12/4

Reviewing Individual Tax Returns: What Are You Missing?

Bruce Nelson

12/4

Reviewing Partnership Tax Returns: What Are You Missing?

Bruce Nelson

Colorado Springs 7/23

Sales Tax – Current Developments, Problem Areas, and Opportunities

Bruce Nelson

7/23

Colorado Income Tax – Current Developments, Problem Areas, and Opportunities

Bruce Nelson

10/18

Colorado Board of Accountancy Statutes, Rules, and Regulations

Rosemary Weiss

10/18

Ethics and the AICPA’s Principles, Rules, and Responsibilities

Rosemary Weiss

11/6

Estate and Life Planning Issues for the Middle-Income Client

Neil Brown

11/15

Tax Year In Review and 2019 Planning

Toby Clary

12/12

The Best S Corporation, Limited Liability, and Partnership Update

Bruce Nelson

6/20

Sales Tax – Current Developments, Problem Areas, and Opportunities

Bruce Nelson

6/20

Colorado Income Tax – Current Developments, Problem Areas, and Opportunities

Bruce Nelson

7/22

Estate and Life Planning Issues for the Middle-Income Client

Neil Brown

11/18

The Art of Work: Accountability, Respect, & Trust

Robbie Glantz

11/18

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment

Robbie Glantz

11/19

Tax Year In Review and 2019 Planning

Toby Clary

12/6

The Best S Corporation, Limited Liability, and Partnership Update

Bruce Nelson

Durango

Ft. Collins

6

7/10

When Good CPAs Go Bad: Ethics and Cases

Paul Harrison

7/25

Sales Tax – Current Developments, Problem Areas, and Opportunities

Bruce Nelson COCPA QuickSearch

7/25

Colorado Income Tax – Current Developments, Problem Areas, and Opportunities

Bruce Nelson

11/11

Reviewing Individual Tax Returns: What Are You Missing?

Bruce Nelson

11/11

Reviewing S Corporation Tax Returns: What Are You Missing?

Bruce Nelson

12/6

Tax Year In Review and 2019 Planning

Toby Clary

Glenwood Springs 10/28

Annual Update for Accountants and Auditors

Manda Dinkle

10/29

The Art of Work: Accountability, Respect, & Trust

Robbie Glantz

10/29

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment

Robbie Glantz

11/5

Sales Tax – Current Developments, Problem Areas, and Opportunities

Bruce Nelson

11/5

Colorado Income Tax – Current Developments, Problem Areas, and Opportunities

Bruce Nelson

12/3

Tax Year In Review and 2019 Planning

Toby Clary

Grand Junction 7/19

Maximizing Your Social Security Benefits

Neil Brown

7/19

Select Estate and Life Planning Issues For the Middle-Income Client

Neil Brown

10/29

The Art of Work: Accountability, Respect, & Trust

Robbie Glantz

10/29

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment

Robbie Glantz

11/6

The Best S Corporation, Limited Liability, and Partnership Update

Bruce Nelson

12/2

Tax Year In Review and 2019 Planning

Toby Clary

Longmont 7/31

Ethics, Blind Spots, and YOU

Amanda "Jo" Erven

11/1

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

Neil Brown

11/22

The Best S Corporation, Limited Liability, and Partnership Update

Bruce Nelson

12/10

Tax Year In Review and 2019 Planning

Toby Clary

May/June/July

7

Chapter Schedule Montrose 10/30

The Art of Work: Accountability, Respect, & Trust

Robbie Glantz

10/30

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment

Robbie Glantz

11/14

Tax Year In Review and 2019 Planning

Toby Clary

12/6

Annual Update for Governments and Not-for-Profits

Tyra Litzau

12/6

Real-World Frauds Found in Governments

Tyra Litzau

12/11

The Best S Corporation, Limited Liability, and Partnership Update

Bruce Nelson

Pueblo

Steamboat Springs 12/13

Tax Year In Review and 2019 Planning

Toby Clary

10/28

Ethics, Blind Spots, and YOU

Amanda “Jo” Erven

10/29

Tax Year In Review and 2019 Planning

Toby Clary

Sterling

Westminster

8

8/14

Colorado Board of Accountancy Statutes, Rules, and Regulations

Rosemary Weiss

8/14

Ethics and the AICPA’s Principles, Rules, and Responsibilities

Rosemary Weiss

10/30

Reviewing Individual Tax Returns: What Are You Missing?

Bruce Nelson

10/30

Reviewing Partnership Tax Returns: What Are You Missing?

Bruce Nelson

11/20

The Best S Corporation, Limited Liability, and Partnership Update

Bruce Nelson

12/18

Tax Year In Review and 2019 Planning

Toby Clary

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 Training School

AICPA Audit Training School

July 8 - 12 Entry Level

September 30 - October 1 New Staff

July 15 - 19 2 to 4 Years Experiece

October 7 - 9 Experienced Staff/ New In-Charge

August 5 -9 Firm Leaders

October 14 - 16 Experienced In-Charge/Senior

CAN’T ATTEND LIVE? The COCPA also has available the on-demand Tax and Audit Essentials certificate programs too!

Visit cocpa.org/staff-essentials to register.

Ethics Schedule Colorado Board of Accountancy Statutes, Rules, and Regulations – UPDATED 8/7 8/14 10/18 12/2

Webcast Westminster Colorado Springs Webcast

8:30 - 10:10 am 8:30 - 10:10 am 8:30 - 10:10 am 8:30 - 10:10 am

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 10/29 10/29 10/30 11/18 11/20 12/13

Glenwood Springs Grand Junction Montrose Durango Webcast Webcast

Ethics and the AICPA’s Principles, Rules, and Responsibilities 8/14 10/18 12/2

Westminster Colorado Springs Webcast

Ethics, Blind Spots, and YOU – NEW 7/31 10/28 11/22

Longmont Sterling Webcast

10:00 - 11:40 am 4:00 - 5:40 pm 10:30 am - 12:10 pm 2:30 - 4:10 pm 10:30 am - 12:10 pm 10:30 am - 12:10 pm

10:30 am - 12:10 pm 10:30 am - 12:10 pm 10:30 am - 12:10 pm 8:30 am - 12:00 pm 8:30 - 12:00 pm 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 7/30 12/16

Webcast Webcast

8:30 am - 12:00 pm 8:30 am - 12:00 pm

The A.R.T. of Work: Accountability, Respect, and Trust 10/29 10/29 10/30 11/18 11/20 12/13

Glenwood Springs Grand Junction Montrose Durango Webcast Webcast

When Good CPAs Go Bad: Ethics & Cases 7/10 7/26

10

Ft. Collins Boulder

8:00 - 9:40 am 2:00 - 3:40 pm 8:30 - 10:10 am 12:30 - 2:10 pm 8:30 - 10:10 am 8:30 - 10:10 am

8:30 am - 12:00 pm 8:30 am - 12:00 pm COCPA QuickSearch

YOU ARE A CHANGE AGENT

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.

AUGUST 26 • COCPA

Insights into Team and Leadership Effectiveness SEPTEMBER 19 • COCPA

Resiliency and Courageous Conversations OCTOBER 18 • COCPA

Leading Change

NOVEMBER 13 • WEBCAST

Leadership Essentials: Delegation and One on One

DECEMBER 13 • COCPA

Inspiring and Motivating Others

REGISTER AT

MEMBER: $795 NON-MEMBER: $1,135

COCPA.org/LeadershipSkills

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 5/3

Are You Ready for Your Peer Review? (2 hrs)

5/28

Leases: Mastering the New FASB Requirements (8 hrs)

6/3

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

6/10

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

6/24

Audit Workpapers: Documenting Field Work (4 hrs)

6/27

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

7/9

Cryptocurrencies, Fraud and Money (2 hrs)

7/23

Annual Update for Accountants and Auditors (8 hrs)

7/24

Advanced Budgeting - Balance Sheet and Cash Flow Projections (1 hr)

Accounting and Auditing (Government) 5/17

Applying the Uniform Guidance in Your Single Audits (8 hrs)

6/18

5 Elements of a Finding (Yellow Book) (2 hrs)

6/26

GASB Leases: What Preparers & Auditors Need to Know to be Ready for Implementation (2 hrs)

7/8

What You Need to Know to Audit Government Programs (2 hrs)

Business Law 5/10

Foreign Corrupt Practices Act: Practical Compliance (2 hrs)

6/12

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

7/23

Employment Law Update: Reducing Employer Liability (4 hrs)

Business Management and Organization

12

5/22

Don’t Let Your Schedule Get Away From You (2 hrs)

6/3

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

6/18

Leading Positive Change (1.5 hrs)

6/19

Motivating the Right Way - Get the Most From Your Staff! (2 hrs)

6/28

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

7/10

Data Analytics Executive Program (5 hrs)

COCPA QuickSearch

Computer Software and Application 5/4 5/6

5/22 6/8

7/15 7/24 Finance

5/24 6/17 7/15

Excel - Using PivotTables for Data Analysis (4 hrs) Adobe Acrobat - Securing Your PDF Files (2 hrs) MS PowerPoint - Create Presentations that Engage Your Audience (2 hrs) Excel - Using Charts for a Non-Financial Audience (2 hrs) Introduction to Data Analytics and Microsoft PowerBI Tools (2 hrs) Adobe Acrobat Advanced Tips, Tricks & Techniques (4 hrs)

Bitcoin - What You Should Know About This Digital Currency (2 hrs) Financial Forecasting: Planning for Success (4 hrs) Controller’s Update: Today’s Latest Trends (4 hrs)

Specialized Knowledge 5/15 5/18 7/10 7/12 Taxes

5/6 5/9

6/3

6/10 6/26 7/9

7/16

Robotic Process Automation Strategy for Business Leaders (5.5 hrs) Blockchain Technology - What Every CPA Should Know (2 hrs) Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization (4 hrs) Blockchain Application (5.5 hrs)

Tax Fundamentals of LLCs and Partnerships (8 hrs) Tax Practice Quarterly: Hot Topics in Tax Practice Management (2 hrs) Individual Tax Fundamentals (8 hrs) S Corporations: Key Issues, Compliance, and Tax (8 hrs) Business Taxation: Recent Developments (2 hrs) IRS Audits (4 hrs) Capitalization and Tax Depreciation: Review and Update (2 hrs)

Add VALUE. Add TRUST. Add GROWTH.

August 28, 2019 COCPA or Webcast | CPE: 8.0 Register today at cocpa.org/PFPConference

May/June/July

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.

5/21

Not-for-Profit Conference

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

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 6/27-28/19

SEC Reporting

16

695

994

COCPA

7/22-26/19

AICPA Business Valuation School

45

2195

2595

COCPA

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

9/30-10/1/19

AICPA Audit Training - New Staff

16

1095

1495

COCPA

10/7-9/19

AICPA Audit Training - Experienced Staff/ New In-Charge

16

1775

2175

COCPA

10/14-16/19

AICPA Audit Training - Experienced In-Charge/Senior

16

1395

1795

COCPA

10/31/19

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

8

395

565

COCPA

AY

Y

+

May/June/July

15

Key

Date

Course Title

CPE

NonMember member Fee Fee

Location

+

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

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

16

+

7/31-8/1/19

AICPA Blockchain Fundamentals for Accounting & Finance Professionals Certificate

+

8/19/19

AICPA Cyber Fundamentals

8/21/19

16

1395

1795

COCPA

16.5

745

1145

COCPA

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

COCPA QuickSearch

Key

Date

Course Title

CPE

NonMember member Fee Fee

Location

CONFERENCES 5/21/19

Not-for-Profit Conference

8

345

493

Denver

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

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

8

370

529

COCPA

MANAGEMENT SERVICES A+

11/12/19

Enterprise Risk Management: New Approaches for Today’s Complexities

PERSONNEL/HR The courses below are a series, see page 11. +

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

12

695

1095

COCPA

+ +

SPECIALIZED KNOWLEDGE 9/16-17/19

May/June/July

AICPA Data Analysis Fundamentals Certificate

17

Key

Date

Course Title

CPE

NonMember member Fee Fee

Location

STATISTICS 10/23-24/19

AICPA Application of Data Analysis Essentials Certificate

16

1395

1795

COCPA

5/16/19

Legislative Update: Colorado Sales and Use Tax (10:00 - 11:00 am)

1

55

79

Webcast

+

6/20/19

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

4

225

321

Durango

+

6/20/19

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

4

225

321

Durango

7/8-12/19

AICPA Tax Training School - Entry Level

40

1755

2155

COCPA

7/15-19/19

AICPA Tax Training School - 2 to 4 Years Experience

40

1755

2155

COCPA

7/19/19

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

4

225

321

Grand Junction

7/19/19

Select Estate and Life Planning Issues for the Middle-Income Client (12:30 - 4:00 pm)

4

225

321

Grand Junction

7/22/19

Estate and Life Planning Issues for the Middle-Income Client

8

425

607

Durango

+

7/23/19

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

4

225

321

Colorado Springs

+

7/23/19

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

4

225

321

Colorado Springs

+

7/25/19

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

4

225

321

Ft. Collins

+

7/25/19

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

4

225

321

Ft. Collins

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

+

10/28/19

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

4

195

280

COCPA

TAXES +

18

COCPA QuickSearch

Key

NonMember member Fee Fee

Course Title

CPE

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

11/8/19

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

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

+

+

Date

May/June/July

Location

19

Key

+

20

Date

Course Title

CPE

NonMember member Fee Fee

Location

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

COCPA QuickSearch

By Women, For Women WOMEN’S SUMMIT

STRATEGIES FOR THE SUCCESSFUL WOMAN PROFESSIONAL

August 23, 2019 | DENVER The Women to Watch Awards will be presented during lunch. Nominations close June 28.

REGISTER TODAY AT

cocpa.org/Womenssummit

Interested in Sponsoring this event? Email Ashlee Whelan, ashlee@cocpa.org.

August 21-22, 2019 | Denver | CPE: 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.

May/June/July

COCPA.org/TechConf

21

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

In fall 2018, the Colorado State Board of Accountancy randomly audited CPA certificate holders for the 2016-2017 CPE year.

The audits found the following common deficiencies: • CPE was not completed by the December 31, 2017, deadline.

• The four-hour ethics requirement was not completed.

• CPE courses do not meet the NASBA/AICPA Standards.

If audited, a certificate holder must provide all documentation and information requested regarding CPE compliance within 30 days. Additionally, a certificate holder should not try to change to an inactive status if he/she didn’t complete the CPE. At its next meeting in open session, the Board will cite the statutory CPE violation and the criteria used for discipline.

Remember, it’s important to keep the State Board updated on any name, assumed or trade name, address, telephone, or email change within 30 days.

If you have questions about your CPE requirement, email or call COCPA CPE Director, Rebecca Campbell, CAE, at rebecca@cocpa.org or 303-741-8618.