November 2016 QuickSearch

QuickSearch November 2016

Life is busy.

That’s why we have options.

Get your CPE in-person, online, or on your own time.

In-Person

Webinar

ALSO I NSI D E

Employee Benefit Plans Conference NOVEMBER 11 PAGE TWO

Accounting & Auditing Conference NOVEMBER 17 PAGE THREE

Technology Conference NOVEMBER 14–15 PAGE FIVE

On-Demand

Webcast

DON FARMER

TAX WORKSHOPS

Stay up-to-date on current tax law with Don Farmer Tax Workshops.

INDIVIDUAL INCOME TAX WORKSHOP with Walter Nunnallee Monday, November 21 • 8:30 a.m. – 4:30 p.m.

Inverness Hotel & Conference Center or Webcast Learn more and register: FarmerIndividual.cocpa.org

CORPORATE/BUSINESS INCOME TAX WORKSHOP with Walter Nunnallee Tuesday, November 22 • 8:30 a.m. – 4:30 p.m.

Inverness Hotel & Conference Center or Webcast Learn more and register: FarmerCorp.cocpa.org

FEDERAL TAX UPDATE with Don Farmer Thursday, January 12 • 8:30 a.m. – 4:30 p.m.

Inverness Hotel & Conference Center or Webcast Learn more and register: FarmerFed.cocpa.org

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 Staff Accountant Susan Jimenez susanj@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 3 4 5 6 8 9 10 11 14 15 22 24 25

2016 Employee Benefit Plans Conference 2016 Accounting and Auditing Conference On-site CPE 2016 Technology Conference November Course Highlights 2016 Conference and Yellow Book Schedules Ethics Webinars Webcast or In-Classroom Courses Chapter Programs and Season Pass Course Schedule by Date Course Schedule by Field of Study CPE Registration Form Governmental Certificate of Achievement

DID YOU KNOW? The State Board of Accountancy does not require inactive certificate holders to complete CPE, however, the certificate holder must show proof he/she completed the pro-rated hours needed during the reporting period the certificate was changed to inactive if he/she applies to change the certificate status to active.

6.8 INACTIVE STATUS CERTIFICATE

An Inactive Certificate expires and must be renewed according to the schedule established by the Division of Professions and Occupations pursuant to Section 24-34-102, C.R.S. to maintain the Certificate in Inactive status.

A. Transfer of a Certificate to Inactive Status.

To transfer a Certificate to Inactive status, a Certificate Holder must submit notice in a manner prescribed by the Board or provide written notice by first class mail to the Board.

B. Conditions of an Inactive Certificate.

1. Inactive Certificate Holders are not required to comply with CPE requirements for the period during which the Certificate is Inactive.

2. Inactive status must be indicated by the word “Inactive� (e.g., Inactive CPA or Inactive Certified Public Accountant) if the Certificate Holder uses the CPA designation in any manner.

3. A Certificate Holder with a Certificate in Inactive status cannot Hold Out or perform any service for which an Active Certificate is required under Section 12-2-120(6)(a), C.R.S.

C. A Certificate Holder may transfer a Certificate to Inactive status whether or not he has complied with his current CPE requirements.

However, transferring a Certificate to Inactive status does not relieve the Certificate Holder of the obligation to complete any CPE accrued but not completed as of the date he transferred the Certificate to Inactive status. The Certificate Holder may be subject to discipline for failure to timely complete such CPE and he must complete that CPE prior to returning the Certificate to Active status (i.e., to reactivate the Certificate) as provided in Rule 6.11.

D. A Certificate may be reactivated to Active status as provided in Rule 6.11.

Register online at www.cocpa.org | 1

November 11, 2016 | Colorado Society of CPAs or Webcast

AGENDA 8:30 am – 9:45 am

Audit Quality: DOL Audit Quality Study and On-Going Review, AICPA Initiatives, and Peer Review Changes Sue Hicks AICPA | Washington, D.C.

9:45 am – 10:00 am

Break

10:00 am – 11:15 am

Accounting and Auditing Update

Mike Bradac Brock and Company CPAs PC | Littleton, CO Tim Stueven Anton Collins Mitchell LLP | Denver, CO

11:15 am – 12:05 pm

Legal Update

12:05 pm – 1:00 pm

Lunch

1:00 pm – 2:00 pm

Cybersecurity: An 8-Step Checklist to Protect Your Assets

Ed Frado Law Office of Ed Frado LLC | Greenwood Village, CO

Dan Domagala EKS&H LLLP | Denver, CO 2:00 pm – 2:10 pm

Break

2:10 pm – 3:30 pm

Panel: Top 5 Compliance Issues: Identification, Quantification, and Resolution (Views from the Various Service Providers Involved in the Correction Process) Nathan Carlson Retirement Planning Services Inc. | Greenwood Village, CO Ed Frado Law Office of Ed Frado LLC | Greenwood Village, CO Melissa Hooley Anton Collins Mitchell LLP | Denver, CO

3:30 pm – 4:30 pm

New Fiduciary Rules

Rick Rodgers Innovest Portfolio Solutions LLC | Denver, CO 2 | QuickSearch November 2016

ACCOUNTING &AUDITING CONFERENCE

“Best CPE I have been to – nice work!”

-Megan McGinley, CoorsTek Inc.

NOVEMBER 17, 2016 Inverness Hotel and Conference Center or Webcast

*Customize your conference by selecting the sessions that best meet your needs, whether that be Public Practice or Industry.

AGENDA 8:25 am – 8:30 am

Welcome

8:30 am – 9:20 am

What has FASB done for me lately?

Kurt Oestriecher, Oestriecher & Company CPAs, Alexandria, LA 9:20 am – 10:35 am

Revenue Recognition

Stephanie Markert, CliftonLarsonAllen, Minneapolis, MN 10:35 am – 10:50 am

Break

10:50 am – 12:05 pm

BREAKOUT SESSIONS Public Practice Auditing Update

Kurt Oestriecher, Oestriecher & Company CPAs, Alexandria, LA

12:05 pm – 1:00 pm

Lunch

1:00 pm – 2:15 pm

BREAKOUT SESSIONS Public Practice Self-Assessing Your IT Risk Donny Shimamoto, IntrapriseTechKnowlogies LLC, Honolulu, HI

Industry Incorporating Non-Financial Metrics in Budgeting and Planning

Donny Shimamoto, IntrapriseTechKnowlogies LLC, Honolulu, HI

Industry The Dashboard Effect: Transforming Your Company Virtually Overnight with the Data-Driven Business Model Jon Thompson, Blue Margin Inc., Ft. Collins, CO

2:15 pm – 2:30 pm

Break

2:30 pm – 3:45 pm

Leases Project - Summary of Key Changes and Practical Impact Rob MaCoy, CPA, BKD LLP, Denver, CO

3:45 pm – 4:30 pm

Driving Change That Sticks: Organizational Change Management Steven Mollen, GTRI, Denver, CO

Register online for these conferences at www.cocpa.org or use the paper registration form in the back of QuickSearch on page 24

Register online at www.cocpa.org | 3

HOLD A WEBINAR AS AN ON-SITE TRAINING PROGRAM

WHAT IS A WEBINAR? Webinars are high-quality training programs that bring you the latest topics from the profession’s leading experts. All live formats are interactive – using synchronized video, audio, and PowerPoint slides and allowing participants to ask questions during the presentation!

COST-EFFECTIVE TRAINING! Webinars are a low-cost way to train your entire professional staff and take advantage of group discounts when you register three or more participants. Whether you need to train 10 employees or 100, Webinars offer timely updates and CPE credit – right on your employees’ desktop, with no travel time or expenses! Attendees can view separately or together as a group.

INTERACTIVE SESSIONS KEEP YOUR ORGANIZATION CURRENT ON KEY TOPICS SUCH AS: • Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know • Not-for-Profit Accounting and Auditing Update • Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs • Streamlined Excel Reporting Series Session • Leases: Mastering the New FASB Requirement • Analyzing a Company's Financial Statements • Internal Control and COSO essentials 4 | QuickSearch November 2016

2016

TECHNOLOGY CONFERENCE November 14 –15, 2016 Inverness Hotel & Conference Center DAY ONE 8:00 am – 8:30 am

On-site Registration 8:30 am – 10:10 am

Tech Update 2016 Steven Phelan 10:10 am – 10:20 am

Break 10:20 am – 10:50 pm (Choose one)

A New Day, A New Technology Way Val Steed

Securing the Perimeter - A Management View

CPA Firm Technology Solutions

2:30 pm – 2:40 pm

Steve Yoss

Break

12:00 pm – 12:50 pm

2:40 pm – 4:20 pm

Lunch

Excel's Top 15 All Time Hints and Tips

12:50 pm – 2:30 pm (Choose one)

Accounting Software Update

Val Steed

Steve Yoss

4:20 pm – 5:20 pm

Integrating Excel With Word and PowerPoint

Val Steed

PivotTable Refresher

Steven Phelan

Adobe Acrobat DC - Big Changes For PDFs Val Steed

Steven Phelan

DAY TWO 8:00 am – 8:30 am

12:00 pm – 12:50 pm

On-site Registration

Lunch

8:30 am – 10:10 am

12:50 pm – 1:40 pm (Choose one)

Windows 10 Tips And Tricks Steve Yoss 10:10 am – 10:20 am

Break

Get Organized With Evernote And OneNote Val Steed

Workflow To Benefit You And Your Clients

QuickBooks Online - Advanced Features And Functions Steven Phelan

Create Stunning Dashboards With Power BI Desktop Steve Yoss 2:40 pm – 2:50 pm

Break

Steve Yoss

2:50 pm – 4:30 pm

Should Your Next Computer Even Be A Computer?

Fraud In The Cloud - New Risks In A New Environment

Critical Tips For Avoiding Identity Theft

Steve Yoss

Steven Phelan

Profiting With Excel's Best New Features

1:40 pm – 1:50 pm

10:20 am – 10:50 pm (Choose one)

Val Steed

Break

Best Technologies For Small Businesses

1:50 pm – 2:40 pm(Choose one)

Steven Phelan

Val Steed

Steven Phelan

Our Favorite Apps

Register online at www.cocpa.org | 5

November Course Highlights 4

Hour

Course!

Capitalized Costs and Depreciation: Key Issues and Answers

Applying the Uniform Guidance for Federal Awards in Your Single Audits

November 2 (COCPA) December 7 (Longmont)

November 7 (COCPA) December 26 (Webinar)

Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition.

This course provides you with the knowledge to be more efficient and effective at planning and performing audits.

Topics include:

Topics include:

• Tax depreciation and amortization • First year expensing-IRC section 179 • The latest revenue procedures related to the final repair regulations and Form 3115 change in accounting method

4

Hour

Course!

Tax Planning Strategies for Small Businesses: Corporations, Partnerships & LLCs November 2 (COCPA)

Join us as we explore state-of-the-art planning ideas and taxsaving strategies to keep more of your client’s money in their pockets.

Topics include:

• Testing compliance with laws and regulations and applicable compliance requirements • Program-specific audits • Audit tools and guidance

Not-for-Profit Accounting and Auditing Update November 8 (COCPA) December 1 (Colorado Springs)

This course details the latest developments affecting not-forprofits such as requirements of FASB directed toward the organizations and information on the latest OMB and Yellow Book developments.

• Business tax changes in recent legislation, court decisions, and IRS guidance • Impact of the 0.9% and 3.8% Medicare taxes on business owners • Husband-wife businesses: tax-saving strategies

Topics include:

Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

Identity Theft: Preventing, Detecting, and Investigating Identity Theft

November 3 (COCPA) November 14 (Webinar)

November 9 (COCPA)

This course addresses the rules used to determine basis for partnerships and S Corporations, and puts the computation of basis in contexts that often come under scrutiny.

Learn about:

• Structuring cash and property distributions to avoid unexpected tax consequences • Adjusting basis in partnership assets to save future taxes • Minimizing recognition of ordinary income on sale of an interest • Maximizing the amount of the pass-through losses deductible by the partner/shareholder

Internal Control Best Practices for Smalland Medium-Sized Entities November 4 (COCPA or Webcast)

This course will show you some best practices for designing, implementing, monitoring, evaluating, and auditing costeffective internal controls for small- and medium-sized entities.

Topics include:

• Cost-effective transaction processing systems controls • IT and manual controls that can be implemented in a variety of processing environments 6 | QuickSearch November 2016

• Federal government activities • Accounting standards updates • AICPA activities and emerging issues related to not-for-profit entities

As the instances of identity theft continue, people are clamoring for ways to detect identity theft, protect themselves from becoming a victim, and investigating instances of theft when they strike. Don’t allow you or your client to become the next victim!

Topics include:

• Types of identity theft • Tools used in identity theft investigations • Detecting and preventing identity theft

Annual Update for Controllers November 10 (COCPA or webcast)

In this course you will discuss leading-edge topics in managerial accounting and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.

Topics include:

• Leading-edge financial management tools and techniques • Current trends in information systems and technology • Social media

New

Transforming Your Role as Controller to Business Partner November 11 (COCPA)

Outline a roadmap you can use to expand your role as a controller from simply internal process/transaction oriented to externally focused understanding of industry and macro trends.

Let us sort through the complexities and help you identify and apply recently issued FASB, PCAOB, and ASB standards and guidance.

Learn about:

• Recently issued ASUs • FASB projects on leases and financial instruments • Private company financial reporting

Learn about:

• Business and strategic planning processes • Recruiting, retaining, and developing employees • Project and change management

Real World Fraud in Today’s Small- to Medium-Sized Entities November 14 (COCPA or webcast)

This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities.

Participants will discuss:

• Hands-on case studies covering common fraud activities • Internal controls in small- to medium-sized entities • Professional standards and requirements

Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs November 14 (Colorado Springs) November 16 (Grand Junction) December 6 (Ft. Collins)

Solid tax planning strategies are essential for your corporate and small business clients. We'll answer the tough questions and show you what strategies are best for your clients as a result of the most recent tax reform.

Accounting and Reporting for Not-forProfit Organizations November 17 (COCPA)

This course provides you with the tools necessary to enhance your not-for-profit accounting skills and create value-added services to clients.

Participants will discuss:

• • • •

Common financial statement mistakes Operating and nonoperating costs Contributed services Split-interest agreements

New

November 18 (COCPA)

This course will update you on and provide tips for mitigating exposure to the key employment risks that every employer faces.

Participants will discuss:

• Employment issues related to social media, e-device and BYOD, Internet use, and website contents • When and why some employers are hit with multimillion dollar verdicts in favor of former employees • Key trends in recent employment cases and legislation

Participants will discuss:

• Business tax changes in recent legislation, court decisions, and IRS guidance • Managing Section 1231 losses and gains for optimal tax results • Perfect storm for loans from corporations to shareholders

4

Hour

Course!

Social Security and Medicare: Maximizing Retirement Benefits November 15 (COCPA) December 16 (Webinar)

Discuss real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

Topics include:

• What Medicare will and will not do • Analyzing the wide menu of Social Security benefits • Social Security benefits for workers and families

Annual Update for Accountants and Auditors November 15 (Grand Junction) November 29 (Pueblo and Durango) December 6 (Westminster)

Employment Law Update: Key Risks and Recent Trends

New

Build Your Team: Get Results November 28 (COCPA)

This seminar will help you get every member of your team on the same page, improve performance, and realize the potential of the talent you have.

Learn how to:

• Assess each individual and the entire team as a whole • Create action plans to enhance teamwork • How to gain commitment

Analytics and Big Data for Accountants November 29 (COCPA)

Measure program impacts and ROI, visualize data and business processes, and uncover the relationship between key performance indicators using data.

Topics include:

• Finding or generating data, selecting key performance indicators, isolating program effects • Relating data to return on investment, financial values, and executive decision making • Visualizing and presenting complex results Register online at www.cocpa.org | 7

2016 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 2016 conferences are also available via live webcast.

Register a few coworkers and watch the webcast together!

11/11

Employee Benefit Plans Conference

11/13-15

AICPA Oil & Gas Conference

11/14-15

Technology Conference

11/17

Accounting and Auditing Conference

11/18

The 22nd Annual Conference on Financial Reporting: The Intersection of Technology and Accounting*

11/21

Individual Income Tax Workshop

11/22

Corporate and Business Income Tax Workshop

12/5

Wine Industry Conference*

12/13

SEC and PCAOB Conference

12/15

Mix and Match Conference

1/12/17

Don Farmer's Federal Tax Update

*These conferences are produced by the California Education Foundation.

Yellow Book Schedule 11/7

Applying the Uniform Guidance for Federal Awards in Your Single Audits

COCPA

12/13

Frequent Frauds Found in Governments and Not-for-Profits

COCPA

11/8

Not-for-Profit Accounting and Auditing Update

COCPA

12/14

Yellow Book: Government Auditing Standards

COCPA

11/17

Accounting and Reporting for Not-for-Profit Organizations

COCPA

11/30

Governmental and Not-for-Profit Annual Update

Pueblo

12/1

Not-for-Profit Accounting and Auditing Update

Colorado Springs

12/12

Governmental Accounting and Auditing Update

COCPA or Webcast

8 | QuickSearch November 2016

Join Lori Reinwald on November 17 for Accounting and Reporting for Not-for-Profit Organizations “Lori did a good job of leading the class and addressing issues raised.

Good to hear of other nonprofit experiences in the industry.”

- 2015 program participant

ETHICS Colorado Board of Accountancy Statutes, Rules, and Regulations 11/9

Webcast

8:30 am – 10:10 am

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (formerly Creating an Ethical Work Environment) 11/1

COCPA or Webcast

8:30 am – 10:10 am

12/21

Webcast

3:00 pm – 4:40 pm

Ethics and the AICPA’s Principles, Rules, and Responsibilities 11/9

Webcast

10:30 am – 12:10 pm

Ethics Workshop: Try Not; Do or Do Not! 12/5

COCPA or Webcast

Making Ethics Count: In Financial Reporting 11/1

Webcast

3:00 pm – 4:40 pm

Making Ethics Count: Power, Influence, & Ethics 11/1

Webcast

1:00 pm – 2:40 pm

The A.R.T. of Work: Accountability, Respect, and Trust 11/1

COCPA or Webcast

10:30 am – 12:10 pm

12/21

Webcast

1:00 pm – 2:40 pm

When Good CPAs Go Bad: Ethics & Cases 12/14

COCPA or Webcast

8:30 am – 12:00 pm

8:30 am – 12:00 pm

Video On-Demand Ethics Colorado State Board of Accountancy Statutes, Rules, and Regulations Instructor: Rosemary Weiss 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 Instructor: Dan Chenoweth 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 Instructor: Rosemary Weiss 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.

Register online at www.cocpa.org | 9

Webinars Computer Science, continued

Accounting & Auditing Applying SSARS 21 for Prepared and Compiled Financial Statements Only (4 hrs)

11/01

Accounting for Deferred Income Taxes (8 hrs)

11/14

Oil and Gas Accounting 101 (8 hrs)

11/14

California CPE Foundation: The 22nd Annual Conference on Financial Reporting: The Intersection of Technology and Accounting (6 hrs)

11/18

Applying the Risk Assessment Standards to Enhance Audit (4 hrs)

11/22

Preparation, Compilation, and Review Engagements Update (4 hrs)

11/23

Analyzing a Company’s Financial Statement (4 hrs)

11/30

Accounting & Auditing - Gov’t.

Cloud Accounting Review Series - Xero (2 hrs)

11/21

Ease Your Workload with Excel Macros (4 hrs)

11/22

Office 365 Series - What You Need to Know (2 hrs)

11/28

Business Succession Planning and Exit Strategies (8 hrs)

11/29

Cloud Accounting Review Series - Intacct (2 hrs)

11/29

Finance Financial Forecasting: Planning for Success (4 hrs)

11/17

Spotlight on Crowd Funding (2 hrs)

12/15

Corporate Finance Checkup: Renovate Your Analytical Toolbox (8 hrs)

12/22

GASB Statement No. 68 Audit and Accounting Workshop (4 hrs)

11/03

Yellow Book Financial Audits (4 hrs)

11/04

Advanced Auditing of HUD-Assisted Projects (8 hrs)

11/18

Advanced Personal Financial Planning Update (8 hrs)

11/04

Audits of HUD-Assisted Projects (4 hrs)

11/29

11/18

Audits of State and Local Governments: What You Need to Know (8 hrs)

12/12

Risk, Cost, and Cash Management for Controllers and Financial Managers (4 hrs) Personal Financial Planning Update: Insurance Planning Update (2 hrs)

11/18

Administrative Practice

Management Advisory

Specialized Knowledge

Stocks, Bonds and Mutual Funds: A Comprehensive Guide to Successful Investing (8 hrs)

11/17

Leading Solutions for CPA Firms (2 hrs)

11/07

Pension and Profit-Sharing Plan Strategies (8 hrs)

12/07

Adobe Acrobat DC (Document Cloud) - What's New (2 hrs)

11/15

12/13

Advanced Excel Functions and Formulas (2 hrs)

11/21

Big Data and Data Analytics - What They're All About (2 hrs)

11/22

Office 365 Series - Mastering OneDrive for Cloud Storage (2 hrs)

11/28

Streamlined Excel Reporting Series Session 4: External Data and PivotCharts Webinar (2 hrs)

11/29

Mutual Fund Investing: A Working Knowledge (8 hrs)

Business Management and Organization You Are What You Charge For: Innovating New Revenue Streams ( 4 hrs)

11/03

Office 365 Series - Mastering SharePoint Online (2 hrs)

11/29

Billing and Collection Practices: A Tale of Two Clients (1 hr)

11/16

Buying and Selling Corporate Businesses: Asset Sales (4 hrs)

11/02

Effective Time Management (2 hrs)

11/17

Stop the Madness: Build a Better CPA Firm Business Model (4 hrs)

12/02

Communications

Tax Introduction to International Taxation (8 hrs)

11/02

College Financial Planning: Educational Tax Benefits (2 hrs)

11/03

Managing Your Time As If It Was Your Money (1 hr)

11/09

Virtual Currency (8 hrs)

11/04

Nonverbal Communication: The Silent Language of Success (2 hrs)

11/15

Subtrust Funding Workshop (8 hrs)

11/07

Career Coaching Millennials (2 hrs)

11/16

International Tax Issues in the Equine Industry (1.5 hrs)

11/08

Oil and Gas Taxation: Nuts and Bolts (8 hrs)

11/15

Computer Science

Church and Minister Taxation (8 hrs)

11/17

Expense Management via the Cloud (2 hrs)

11/12

Multistate Taxation of Business Entities (8 hrs)

11/21

Business Valuation: A Review of the Essentials (8 hrs)

11/18

Special Topics in Partnership and LLC Taxation (8 hrs)

11/29

10 | QuickSearch November 2016

Upcoming COCPA courses: in-classroom or via webcast LIVE

LIVE

We b c a s t

In-Classroom

11/1

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment)

160701220

11/1

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment)

160701106

11/1

The A.R.T. of Work: Accountability, Respect, 160701420 and Trust

11/1

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

160701306

11/1

Making Ethics Count: Power, Influence, & Ethics

160701620

Webcast Only

11/1

Making Ethics Count in Financial Reporting

160701820

Webcast Only

11/4

Internal Control Best Practices for Smalland Medium-Sized Entities

160704220

11/9

Colorado Board of Accountancy Statutes, Rules, and Regulations

160706720

Webcast Only

11/9

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

160706920

Webcast Only

11/4

Internal Control Best Practices for Smalland Medium-Sized Entities

160704101

11/10 Annual Update for Controllers

160707420

11/10 Annual Update for Controllers

160707301

11/11 2016 Employee Benefit Plan Conference

160708422

11/11 2016 Employee Benefit Plan Conference

160708315

160709020

11/14

11/17 2016 Accounting and Auditing Conference

160713422

11/17 2016 Accounting and Auditing Conference

160713315

11/21 2016 Individual Income Tax Workshop

160714624

11/21 2016 Individual Income Tax Workshop

160714517

160714824

2016 Corporate/Business Income Tax 11/22 Workshop

160714717

11/14

Real World Fraud in Today’s Small- to Medium- Sized Entities

2016 Corporate/Business Income Tax 11/22 Workshop

Real World Fraud in Today’s Small- to Medium- Sized Entities

160708901

12/2

Retirement: How to Navigate through the Uncertain Voyage

160842520

12/2

Retirement: How to Navigate through the Uncertain Voyage

160842401

12/5

Ethics Workshop: Try Not; Do or Do Not!

160842920

12/5

Ethics Workshop: Try Not; Do or Do Not!

160842806

12/8

Revenue Recognition: Mastering the New FASB Requirements

160847320

12/8

Revenue Recognition: Mastering the New FASB Requirements

160847201

12/9

Leases: Mastering the New FASB Requirements

160847720

12/9

Leases: Mastering the New FASB Requirements

160847601

Please go to www.cocpa.org to see a complete listing of all upcoming in-classroom/webcasted courses!

Webcasts: All the convenience of a webinar with the ability to interact with your instructor as if you were in the classroom. Check out our live-streaming webcasts today.

Register online at www.cocpa.org | 11

Register at OilAndGasConf.cocpa.org.

UPCOMING COURSES WITH

Mark Soukup It appears that Congress will not initiate any significant changes to the Tax Code for 2016. Unfortunately (or fortunately based on your perspective) the IRS and the Tax Court have been churning out rulings, procedures, and regulations in bulk. Many of these new rulings and regulations will have a significant impact on your clients and the management of your practice.

Here are some of the changes: 1. Hobby Losses – The tax court has issued several new rulings on horse operations, jets, planes, and automobiles 2. Taxpayer Reimbursements for Corporations to Claim Charitable Deductions – a favorable ruling for your clients 3. Passive Loss – new rules for S corporation lessors

4. Uniform Deductions – or really lack of a deduction

be important for all your business clients no matter how small the business.

5. Research and Development – the new rules give some tremendous opportunities to small businesses for tax planning in this area.

7. Partnership Basis – New rules on allocation of basis 8. Revised Forms – IRS has changed rules on filing several of its forms

6. Capitalization and Repair Rules - the IRS is still issuing some clarifications that will

Register online at cocpa.org for one of Mark’s programs and learn about the ever-changing rules and regulations you need to know for this year’s tax season.

TAX YEAR IN REVIEW AND 2016 PLANNING 11/03 Steamboat Springs 11/10 Pueblo 11/11 Colorado Springs 11/16 Ft. Collins

11/18 Longmont 11/28 Durango 12/05 Grand Junction 12/06 Aspen

12/12 Westminster 12/13 Boulder 12/16 COCPA or webcast

VIRTUAL ACCOUNTING AND CFO SERVICES

WEDNESDAY, NOVEMBER 16 8:30 a.m. – 4:30 p.m. • Denver, CO

One of the fastest growing services in the accounting industry today is providing outsourced accounting and CFO services via the cloud. This course will provide you with a step by step guide on how to establish your practice. Whether you are working in an existing accounting practice or are looking to start a new one, this course will provide you with valuable insight and knowledge on how to tap into this growth market for the accounting industry.

REGISTER ONLINE AT COCPA.ORG

CHURCH AND MINISTER TAXATION WEBINAR* THURSDAY, NOVEMBER 17 9:30 a.m. – 5:00 p.m.

MAJOR SUBJECTS:

COURSE DESCRIPTION:

Designed for CPAs in public practice or serving as church treasurers or financial administrators, this webinar will focus on:

Churches may be tax exempt, but they aren't outside the reach of the IRS. Churches are responsible for reporting payroll, understanding the rules for charitable contributions, recognizing unrelated business income and filing the appropriate returns.

Further, the tax rules for ministers—including who the IRS considers a minister—are complex, including parsonages and housing allowances; minister expenses; and Social Security for ministers.

• Tax-exempt status for churches • Payroll taxes and reporting requirements • Charitable contributions • Unrelated business income • Fringe benefits and employee expenses • Who the IRS considers a minister • Parsonages and housing allowances • Minister expenses • Social Security for ministers

REGISTER ONLINE AT COCPA.ORG

*This webinar is produced by California Ed Foundation.

You will receive login instructions for your webinar at least two business days prior to the program date. Please note that these instructions will be sent by CALEd along with your CPE certificate upon completion of the webcast.

Register online at www.cocpa.org | 13

CHAPTER PROGRAMS We Come to You

ASPEN

COLORADO SPRINGS

11/1 Shortcuts to Tax Cuts: Business

Tax Planning Strategies for S

Corporations and LLCs 11/2 A Practical Guide to Small

Business Health Insurance and

Fringe Benefits: 2016 and Beyond

11/11 Tax Year in Review and 2016 Planning 11/14 Slashing Taxes for Your Small

Business Clients: Corporations,

Partnerships & LLCs

BOULDER 11/7 Advanced Critical Tax Issues

for Limited liability Companies

and Partnerships 11/8 Maximize Your Social Security Benefits 11/8 Select Estate and Life Planning

issues for the Middle-Income Client

DURANGO 11/28 Tax Year in Review and

2016 Planning 11/29 Annual Update for

Accountants and Auditors

FT. COLLINS 11/16 Tax Year in Review and

2016 Planning

GRAND JUNCTION 11/15 Annual Update for

Accountants and Auditors

11/16 Slashing Taxes for Your Small

Business Clients: Corporations,

Partnerships & LLCs

LONGMONT 11/18 Tax Year in Review and

2016 Planning

PUEBLO 11/10 Tax Year in Review and

2016 Planning 11/29 Annual Update for

Accountants and Auditors 11/30 Governmental and

Not-for-Profit Annual Update

STEAMBOAT SPRINGS 11/3 Tax Year in Review and

2016 Planning

One fee. Hours of CPE. 40 hours: $1,400 24 hours: $840 SEASON PASS PACKAGES INCLUDE:

Group Study Programs: Live, in-person Denver and Chapter Seminars, conferences and webcasts. The COCPA Season Pass offers a 23% discount off current prices. Members can attend a Don Farmer seminar for an extra $49. The Season Pass will be valid May 1, 2016 – April 30, 2017. **Webinars are not included in the Season Pass program.

TO PURCHASE YOUR SEASON PASS Visit seasonpass.cocpa.org.

For a company subscription to the Season Pass call the COCPA Member Services Department at 303-773-2877.

Symbols: $: AICPA members who register for these courses will receive an additional $30 per day discount. : New Course in 2016 : Live-Streaming Webcast : Meets Yellow Book Requirement K: Instructor Knowledge Rating P: Instructor Presentation Rating (1 is low, 5 is high)

Date

11/1

Choose the electronic book option when registering for an in-classroom course and save $10.00.

K=4.59 P=4.49

CPE Course Title/Code

2

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment) (8:30 am – 10:10 am) / 160701106 or Webcast / 160701220

CM: Communications CP: Computer Sciences EC: Economics FI: Finance MG: Management Advisory Services MA: Marketing PD: Personal Development PE: Personnel/HR RE: Regulatory Ethics SK: Specialized Knowledge and Applications Vendor

COCPA

Location

COCPA or Webcast

ST: Statistics TX: Tax Levels: B: Basic I: Intermediate A: Advanced U: Update

Fees: Member/Nonmember

Instructor

Fee

Robbie Glantz

85/121

FOS

Level

BE

U

Get concrete action items for creating and sustaining an ethical work environment in this practical how-to course that examines theories on human and organizational factors affecting ethical choices and tools for decision making.

11/1

K=4.59 P=4.49

2

The A.R.T. of Work: Accountability, Respect, and Trust (10:30 am – 12:10 pm) / 160701306 or Webcast / 160701420

COCPA

COCPA or Webcast

Robbie Glantz

85/121

BE

U

Dan Chenoweth

85/121

BE

U

85/121

BE

U

400/572

TX

I

This workshop will look at behaviors that help build a positive workplace environment.

11/1

K=4.81 P=4.8

2

Webcast: Making Ethics Count: Power, Influence, & Ethics (1:00 pm – 2:40 pm) / 160701620

COCPA

Webcast

Identify sources of leadership power and review the six “rules” on how people can influence the behavior of others.

11/1

K=4.81 P=4.8

2

Webcast: Making Ethics Count in Financial Reporting (3:00 pm – 4:40 pm) / 160701820

COCPA

Webcast

Dan Chenoweth

Learn how corporate culture can be a predictor of future business success using Rittenhouse Rankings.

11/1 K=4.8 P=4.67

8

Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs / 160702109

Surgent McCoy CPE

Aspen

Michael Reilly

Learn practical solutions for your business clients tax issues, and understand what strategies and techniques are most appropriate for businesses in dealing with employee related issues.

11/2

K=4.79 P=4.5

4

Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am – 12:00 pm) / 160702501

AICPA

COCPA

Patrick Kelley

185/264

TX

B

Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition.

11/2

K=4.79 P=4.5

4

Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs (12:30 pm – 4:00 pm) / 160702701

AICPA

COCPA

Patrick Kelley

185/264

TX

I

Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client’s money in their pockets.

11/2 K=4.8 P=4.67

Field of Study (FOS): AC: Accounting AG: Accounting (Govt.)

AP: Administrative Practice AU: Auditing AD: Auditing (Govt.)

BE: Behavioral Ethics BL: Business Law BM: Business Management & Organization

Course Schedule by Date

Course Schedule by Date

8

A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond / 160703109

Surgent McCoy CPE

Aspen

Michael Reilly

400/572

TX

U

This course will focus on the key issues and planning strategies that tax practitioners need to know in order to advise their clients regarding this far-reaching legislation on The Affordable Care Act.

Register online at www.cocpa.org | 15

Course Schedule by Date

$

Date

CPE Course Title/Code

11/3

8

11/3 K=4.91 P=4.87

COCPA

Instructor

Patrick Kelley

Fee

FOS

Level

365/521

TX

I

8

Tax Year in Review and 2016 Planning / 160703909

COCPA

Steamboat Springs

Mark Soukup

400/572

TX

U

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page 12 for more information on Mark's programs.

11/4

K=4.7 P=4.51

$

AICPA

Location

Review the rules used to determine basis for partnerships and S corporations that puts the computation of basis in contexts that often come under scrutiny: loss limitations, distributions, sales of an interest, and others; then learn the crucial rules for computing the adjusted basis and the tax treatment of distributions of pass-through entities such as partnerships and S corporations.

K=4.79 P=4.5

$

Basis/Distributions for Pass-Through Entities: Simplifying the Complexities / 160703501

Vendor

8

Internal Control Best Practices for Small- and Medium-Sized Entities / 160704101 or Webcast / 160704220

AICPA

COCPA or Webcast

Bob Walter

365/521

AU

B

AD

I

This course provides practical guidance for those involved with internal control responsibilities (auditing, monitoring, implementing, etc.) in adapting the updated COSO Internal Control Framework to small- and medium-sized entities.

11/7

K=4.67 P=4.52

8

Applying the Uniform Guidance for Federal Awards in Your Single Audits / 160704501

AICPA

COCPA

Bruce Shepard

365/521

Be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance for Federal Awards and the Single Audit Act. 11/7

8

Advanced Critical Tax Issues for Limited Liability Companies and Partnerships / 160704909

Surgent McCoy CPE

Boulder

John Evanich

400/572

TX

A

365/521

AG/ AD

U

This course provides an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.

$

11/8

K=4.67 P=4.52

8

Not-for-Profit Accounting and Auditing Update / 160705301

AICPA

COCPA

Bruce Shepard

Get the details of the latest developments affecting not-for-profits such as requirements of FASB directed toward the organizations and information on the latest OMB and Yellow Book developments.

11/8

4

Maximize Your Social Security Benefits (8:30 am – 12:00 pm) / 160705709

Surgent McCoy CPE

Boulder

John Evanich

200/286

TX

B

This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and all the other myriad of related retirement planning issues.

11/8

4

Select Estate and Life Planning Issues for the Middle-Income Client (12:30 pm – 4:00 pm) / 160705909

Surgent McCoy CPE

Boulder

John Evanich

200/286

TX

B

There are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who advise clients in estate planning.

$

11/9

K=4.7 P=4.51

K=4.78 P=4.61

AICPA

COCPA

Bob Walter

365/521

AU

I

2

Webcast: Colorado Board of Accountancy Statutes, Rules, and Regulations (8:30 am – 10:10 am) / 160706720

COCPA

Webcast

Rosemary Weiss

85/121

RE

U

Learn how to apply these bodies of law to practical, everyday experiences. The Colorado State Board of Accountancy requires CPAs to complete this course within six months of their initial licensure/certification.

11/9

K=4.78 P=4.61

2

Webcast: Ethics and the AICPA’s Principles, Rules, and Responsibilities (10:30 am – 12:10 pm) / 160706920

COCPA

Webcast

Rosemary Weiss

85/121

BE

U

365/521

FI

U

Using the AICPA's code of conduct, you'll gain additional tools to help you make ethical decisions.

11/10

K=4.86 P=4.83

8

Annual Update for Controllers / 160707301 or Webcast / 160707420

AICPA

COCPA or Webcast

James Lindell

This course provides you with practical approaches to current issues. You will review major trends, new tools, and techniques to help you promote your company's growth.

11/10

K=4.91 P=4.87

Identity Theft: Preventing, Detecting, and Investigating Identity Theft / 160706301

Protect yourself and your clients from identity theft by learning the various techniques thieves use to obtain information.

11/9

$

8

8

Tax Year in Review and 2016 Planning / 160707709

COCPA

Pueblo

Mark Soukup

385/550

TX

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page 12 for more information on Mark's programs.

16 | QuickSearch November 2016

U

CPE Course Title/Code

11/11

8

2016 Employee Benefit Plans Conference / 160708315 or Webcast / 160708422

Vendor

COCPA

Location

COCPA or Webcast

Instructor

Various

Fee

FOS

Level

355/507

SK

U

The 2016 Employee Benefit Plans Conference addresses the unique technical and professional challenges of the CPAs, leaders, and business professionals in the employee benefit plan arena. This one-day event focuses on the latest issues and trends in the sector.

See page two for a complete agenda.

$

11/11

K=4.86 P=4.83

Transforming Your Role as Controller to Business Partner / 160708101

AICPA

COCPA

James Lindell

365/521

BM

I

Take it to the next level while adding value to the organization, and explore new additional roles that controllers are now accepting and outline a roadmap you can use to expand your role as a controller.

11/11

K=4.91 P=4.87

$

8

8

Tax Year in Review and 2016 Planning / 160708509

COCPA

Colorado Springs

Mark Soukup

385/550

TX

U

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page 12 for more information on Mark's programs.

11/14

8

Real World Fraud in Today's Small- to MediumSized Entities / 160708901 or Webcast / 160709020

AICPA

COCPA or Webcast

Michael Brand

365/521

AU

B

SK

U

Course Schedule by Date

Date

This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities.

11/14

8

2016 Technology Conference - Day One / 160709515

COCPA

Inverness

Various

395/564

This information-packed conference returns featuring trends in technologies, hardware, software, cloud computing, the mobile office and how to utilize, make informed decisions, and implement strategies on these technologies. Go to page five to preview this year's topics.

$

11/14

K=4.49 P=4.16

8

Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160709909

AICPA

Colorado Springs

Michael Blackburn

385/550

TX

I

Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets.

11/15

K=4.49 P=4.16

4

Affordable Care Act: Critical Tax and Insurance Ramifications (8:30 am – 12:00 pm) / 160710301

AICPA

COCPA

Michael Blackburn

185/264

TX

B

Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, discover how you can use this information for tax planning opportunities.

11/15

K=4.49 P=4.16

4

Social Security and Medicare: Maximizing Retirement Benefits (12:30 pm – 4:00 pm) / 160710501

AICPA

COCPA

Michael Blackburn

185/264

TX

I

Using real-world situations, learn how to advise your clients to navigate the uncertainties of Social Security and Medicare.

11/15

8

2016 Technology Conference - Day Two / 160710915

COCPA

Inverness

Various

395/564

SK

U

This information-packed conference returns featuring trends in technologies, hardware, software, cloud computing, the mobile office and how to utilize, make informed decisions, and implement strategies on these technologies. Go to page five to preview this year's topics.

$

11/15

8

Annual Update for Accountants and Auditors / 160711309

AICPA

Grand Junction

Michael Brand

385/550

AC/ AU

U

Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more.

11/16

8

Virtual Accounting and CFO Services / 160711701

CPA Crossings

COCPA

John Higgins

345/493

SK

I

TX

U

Learn a step by step process and gain valuable insight to provide outsourced accounting and CFO services via the cloud.

11/16 K=4.91 P=4.87

$ K=4.49 P=4.16

8

Tax Year in Review and 2016 Planning / 160712109

COCPA

Ft. Collins

Mark Soukup

385/550

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page 12 for more information on Mark's programs.

11/16

8

Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160712509

AICPA

Grand Junction

Michael Blackburn

385/550

TX

I

Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets.

Register online at www.cocpa.org | 17

Course Schedule by Date

$

Date

CPE Course Title/Code

11/17

8

Accounting and Reporting for Not-for-Profit Organizations / 160712901

Vendor

AICPA

Location

COCPA

Instructor

Lori Reinwald

Fee

FOS

Level

365/521

AG

I

Enhance your not-for-profit accounting skills and create value-added services to clients through examining 21 case studies that will enrich your working knowledge of fundamental not-for-profit accounting and reporting, presentation requirements, note disclosures unique to not-for-profits, and options allowed under GAAP.

K=4.6 P=4.4 11/17

8

2016 Accounting and Auditing Conference / 160713315 or Webcast / 160713422

COCPA

Inverness or Webcast

Various

355/507

AC/ AU

U

This year's conference includes breakout sessions for members in public practice and industry. See page three for this year's agenda.

$

11/18

K=4.7 P=4.51

K=4.91 P=4.87

K=4.82 P=4.67

K=4.82 P=4.67

K=4.81 P=4.8

K=4.91 P=4.87

BL

A

8

Tax Year in Review and 2016 Planning / 160714109

COCPA

Longmont

Mark Soukup

385/550

TX

U

8

2016 Individual Income Tax Workshop / 160714517 or Webcast / 160714624

Farmer

Inverness or Webcast

Walter Nunnallee

410/586

TX

U

8

2016 Corporate/Business Income Tax Workshop / 160714717 or Webcast / 160714824

Farmer

Inverness or Webcast

Walter Nunnallee

410/586

TX

U

8

Build Your Team: Get Results / 160715101

Executive Education

COCPA

Don Minges

375/536

BM

I

8

Tax Year in Review and 2016 Planning / 160715509

COCPA

Durango

Mark Soukup

TX

U

400/572

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page 12 for more information on Mark's programs.

11/29

8

Analytics and Big Data for Accountants / 160715901

AICPA

COCPA

Bob Walter

365/521

FI

B

Learn major trends in predictive analytics and how to use tools created to measure program impacts and ROI, visualize data and business processes, and uncover the relationship between key performance indicators, many utilizing the unprecedented amount of data now flowing into organizations.

K=4.7 P=4.51 11/29

K=4.43 P=4.27

8

Annual Update for Accountants and Auditors / 160716309

AICPA

Durango

Marty Van Wagoner

400/572

AC/ AU

U

Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more.

11/29

K=4.67 P=4.52

8

Annual Update for Accountants and Auditors / 160716709

AICPA

Pueblo

Bruce Shepard

385/550

AC/ AU

U

Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more.

11/30

K=4.78 P=4.48

K=4.67 P=4.52

365/521

Gain the ultimate competitive advantage and learn how to get every member of your team on the same page, improve performance, and realize the potential of the talent you have.

11/28

$

Bob Walter

Prepare for "tax season" with this update and review of corporate and business tax planning ideas.

11/28

$

COCPA

This comprehensive one-day presentation will focus largely on federal tax developments involving “individual� taxpayers.

11/22

$

AICPA

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page 12 for more information on Mark's programs.

11/21

$

Employment Law Update: Key Risks and Recent Trends / 160713701

Increase your knowledge of employment law issues encountered by businesses and non-profits, and gain tips about mitigating exposure for the key employment risks that every employer faces.

11/18

$

8

8

Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies / 160717101

AICPA

COCPA

Peter Towle

365/521

TX

I

Get the latest innovative techniques for building and conserving wealth through proactive tax-planning and investment strategies.

11/30

8

Governmental and Not-for-Profit Annual Update / 160717509

AICPA

Pueblo

Bruce Shepard

385/550

AD/ AG

Arm yourself with the latest in governmental and not-for-profit accounting and auditing updates, including recent requirements of the GASB, FASB, OMB, and Yellow Book.

18 | QuickSearch November 2016

U

CPE Course Title/Code

12/1

4

K=4.78 P=4.48

K=4.78 P=4.48 12/1

Peter Towle

Fee

FOS

185/264

TX

Level

I

4

IRS Disputes: Identifying Options for Your Client (12:30 pm – 4:00 pm) / 160841601

AICPA

COCPA

Peter Towle

185/264

TX

B

8

Not-for-Profit Accounting and Auditing Update / 160842009

AICPA

Colorado Springs

Bruce Shepard

AG/ AD

U

380/543

AP

I

170/243

BE

U

AU

U

385/550

Get the details of the latest developments affecting not-for-profits such as requirements of FASB directed toward these organizations and information on the latest OMB and Yellow Book developments.

12/2

K=4.9 P=4.79

8

Retirement: How to Navigate through the Uncertain Voyage / 160842401 or Webcast / 160842520

COCPA

COCPA or Webcast

Mark Smith

This full day presentation will encompass the must know steps to navigate a secure retirement voyage.

12/5

4

Ethics Workshop: Try Not; Do or Do Not! (8:30 am – 12:00 pm) / 160842806 or Webcast / 160842920

COCPA

COCPA or Webcast

Bob Walter

In this interactive workshop, we’ll review ethical principles, independence, fees, advertising, confidentiality and the acts discreditable rule – and then apply these principles and professional standards to two case studies designed to challenge conventional thinking of what is right and/or ethical.

K=4.7 P=4.51 12/5

K=4.91 P=4.76

$

COCPA

Instructor

Learn what may trigger an audit, how to negotiate with the IRS, settle an appeal, and what qualifies for the IRS collection program.

K=4.67 P=4.52

$

AICPA

Location

Discuss the common errors practitioners make on individual tax returns that are often missed by review staff, and sharpen your skills by examining illustrative case studies and discussing multiple issues.

12/1

$

Reviewing Individual Tax Returns: What Are You Missing? (8:30 am – 12:00 pm) / 160841201

Vendor

Course Schedule by Date

Date

8

Annual Update for Preparation, Compilation, and Review Engagements / 160843201

AICPA

COCPA

William Eskin

365/521

A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards.

12/5

8

Annual Update for Preparation, Compilation, and Review Engagements / 160843609

AICPA

Colorado Springs

Richard Reisig

385/550

AU

U

A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards.

12/5 K=4.91 P=4.87

$

Tax Year in Review and 2016 Planning / 160844009

COCPA

Grand Junction

Mark Soukup

385/550

TX

U

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page 12 for more information on Mark's programs.

12/6

K=4.91 P=4.76

8

Construction Contractors: Accounting, Auditing, and Tax / 160844601

AICPA

COCPA

William Eskin

365/521

AU/ AC/ TX

B

TX

U

This course examines the most recent updates and key issues impacting construction accounting, auditing, and taxation.

12/6

K=4.91 P=4.87

$

8

8

Tax Year in Review and 2016 Planning / 160845009

COCPA

Aspen

Mark Soukup

400/572

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page 12 for more information on Mark's programs.

12/6

8

Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160845409

AICPA

Ft. Collins

Mark Mirsky

385/550

TX

I

Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets.

$

12/6

8

Annual Update for Accountants and Auditors / 160845809

AICPA

Westminster

Richard Reisig

395/565

AC/ AU

U

Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more.

$ K=4.71 P=4.59

12/7

8

Annual Tax Update: Corporations and PassThrough Entities / 160846001

AICPA

COCPA

Bruce Nelson

365/521

TX

U

Identify ways to integrate the latest tax law changes into planning and compliance engagements that help you provide more valueadded services to your clients.

Register online at www.cocpa.org | 19

Course Schedule by Date

Date

CPE Course Title/Code

12/7

4

Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am – 12:00 pm) / 160846409

Vendor

AICPA

Location

Longmont

Instructor

Mark Mirsky

Fee

FOS

Level

200/285

TX

B

Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition.

12/7

4

Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 pm – 4:00 pm) / 160846609

AICPA

Longmont

Mark Mirsky

200/285

TX

B

AC

I

This course addresses the tax consequences of the most common transactions engaged in by LLCs and partnerships.

$

12/8

8

Revenue Recognition: Mastering the New FASB Requirements / 160847201 or Webcast / 160847320

AICPA

COCPA or Webcast

Melisa Galasso

365/521

Using practical examples, understand the changes, avoid the traps, and get the latest FASB guidance related to implementing the new standard.

$

12/9

8

Leases: Mastering the New FASB Requirements / 160847601 or Webcast / 160847720

AICPA

COCPA or Webcast

Melisa Galasso

365/521

AC

I

This course addresses how the leasing requirements in the new standard differ from the current GAAP by examining the core principals of the new standard including identification, recognition, measurement, presentation, and disclosure requirements.

12/12 K=4.81 P=4.8

8

Four Most Overlooked Business Risks: Preparing for the Future / 160848001

Executive Education

COCPA

Bill O'Brien

375/536

AU

I

This seminar drills down into four commonly overlooked business risks, looking at how to anticipate, manage, mitigate, or exploit them.

12/12

K=4.91 P=4.87

8

Tax Year in Review and 2016 Planning / 160849009

COCPA

Westminster

Mark Soukup

395/565

TX

U

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page 12 for more information on Mark's programs.

12/12

8

Governmental Accounting and Auditing Update / 160848401 or Webcast 160848520

AICPA

COCPA or Webcast

Lee Klumpp

365/521

AG/ AD

U

Understand the latest on governmental accounting and auditing with this fast-paced interactive course that analyzes the recent GASB requirements and provides an understanding of OMB and Yellow Book requirements.

12/13

8

2016 SEC and PCAOB Conference / 160849415 or Webcast / 160849522

COCPA

Inverness or Webcast

Various

355/507

U

Hear about the new lease standard, SEC enforcement cases, and updates on SEC and PCAOB activities.

$

12/13

8

Frequent Frauds Found in Governments and Not-for-Profits / 160849801

AICPA

COCPA

Lee Klumpp

365/521

AD

I

Learn what common frauds occur in governments and not-for-profits and how could they have been avoided, and sharpen your forensic skills with techniques to help you uncover deceptive and fraudulent activities.

12/13 K=4.91 P=4.87

Tax Year in Review and 2016 Planning / 160850209

COCPA

Boulder

Mark Soukup

395/565

TX

U

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page 12 for more information on Mark's programs.

12/14

K=4.63 P=4.63

$

8

4

When Good CPAs Go Bad: Ethics & Cases (8:30 am – 12:00 pm) / 160850806 or Webcast / 160851920

COCPA

COCPA or Webcast

Paul Harrison

170/243

RE

U

AD

B

Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them.

12/14

8

Yellow Book: Government Auditing Standards / 160852201

AICPA

COCPA

Lee Klumpp

365/521

This course provides an excellent baseline of information to accountants as it relates to understanding Government Auditing Standards, including the foundation of government auditing and the related concepts and standards.

20 | QuickSearch November 2016

CPE Course Title/Code

12/15

8

Vendor

2016 Mix & Match Conference / 160852615 or Webcast / 160852722

Location

COCPA

Inverness or Webcast

Instructor

Various

Fee

FOS

Level

355/507

SK

U

This popular one-day conference will feature various sessions, running at concurrent times, to offer you an opportunity to focus in on the topics that are most important to you. *Some sessions will be webcasted.

12/16

8

Advanced Excel / 160853001

K2 Enterprises

COCPA

Tommy Stephens

360/515

SK/ AC

A

TX

U

Go to the next level in Excel! Even experienced Excel users will benefit from the major subjects covered in this course.

12/16 K=4.91 P=4.87

Tax Year in Review and 2016 Planning / 160853401 or Webcast / 160853520

COCPA

COCPA or Webcast

Mark Soukup

360/515

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page 12 for more information on Mark's programs.

12/1920

K=4.71 P=4.6

16

SECR Reporting / 160853801

COCPA

COCPA

Andy Bishop

695/994

AC

A

Learn to identify reporting requirements of Regs, S-X and S-K, and key required disclosures on Forms 10-Q, 10-K, 8K, and Schedule 14A, while reviewing examples and tips to ensure compliance.

12/21

K=4.59 P=4.49

2

Webcast: The A.R.T. of Work: Accountability, Respect, and Trust (1:00 pm – 2:40 pm) / 160854220

COCPA

Webcast

Robbie Glantz

85/121

BE

U

Robbie Glantz

85/121

BE

U

This workshop will look at behaviors that help build a positive workplace environment.

12/21

K=4.59 P=4.49

2

Webcast: Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment) (3:00 pm – 4:40 pm) / 160854420

COCPA

Webcast

Get concrete action items for creating and sustaining an ethical work environment in this practical how-to course that examines theories on human and organizational factors affecting ethical choices and tools for decision making.

1/12

K=4.97 P=4.92

8

Course Schedule by Date

Date

8

2016 Federal Tax Update / 160952317 or Webcast / 160954324

Don Farmer

Inverness or Webcast

Don Farmer

420/600

TX

A

Don Farmer will review the major developments in federal income taxation for individuals, corporations, and other businesses that have the greatest impact on your clients and companies and offer some practical solutions to problems and tax planning opportunities.

COCPA Registration Policies Member Discount As a member, you may register at a 30% discounted, member rate for all COCPA-sponsored courses or conferences (except seminars that are co-sponsored with other organizations). The member/nonmember fees are listed in the course schedule in the back of each QuickSearch.

Walk-ins You are welcome to walk-in to a class without registering in advance; however, regardless of membership status, you will be charged the nonmember fee. Walk-ins are admitted as classroom space and materials permit.

Registration and Payment Information Registering has never been easier.

You may register and pay for any CPE seminar or conference by:

303-773-2877 or 800-523-9082 303-773-6344 Colorado Society of CPAs 7887 E Belleview Ave., Suite 200 Englewood, CO 80111 www.cocpa.org All registrants must prepay in full before admittance to any program. Any outstanding registration fees from the prior year must be paid in order to be eligible for current course registration. We accept several methods of payment: cash, check, Visa, MasterCard, American Express, or Discover.

Materials Course materials are ordered based upon the number of prepaid registrants for each course. At the first break, any extra manuals available will be distributed to walk-ins.

Advance Preparation Most courses do not require advance preparation. In the few cases where advance preparation is recommended, it is noted in the course listing found online.

Date/Location Changes and Cancellations Our goal is to have as few changes or cancellations to our course schedule as possible but, occasionally, emergencies or enrollment numbers dictate otherwise. In the event that we must reschedule, relocate, or cancel a course for which you are preregistered, you will be notified immediately.

We know how busy your travel and work schedules can be, so we guarantee you seven days’ notice (prior to the presentation date) of the cancellation of any course. Please keep this in mind when making airline reservations to avoid travel cancellation penalties.

CPE courses are rarely cancelled due to poor weather conditions.

However, if you are unable to attend a course due to weather, please call the member services Department immediately at 303773-2877 or 800-523-9082 so we can notify the instructor as well as assist you with finding another course to take.

Special Requests We are committed to providing exceptional service to our members and will try to honor all special requests. However, we can not guarantee them. If you have a special request, please email Pamela Galey-Coleman at pamela@cocpa.org with the name, date, and location of the course for which you have registered and a description of your specific needs.

Carpooling As part of our commitment to our members, we extend a carpooling service. Simply contact the member services department at 303-773-2877 and we will help you find someone from your area who has registered for a particular course and with whom you might share a ride.

Cellular Telephones All participants who bring cellular telephones to class will need to keep them turned off. This ensures an optimum learning environment for all program participants. Individuals who need to receive calls should leave the classroom to await the call.

Miscellaneous The opinions expressed by discussion leaders and panelists are not necessarily those of the Colorado Society of CPAs. The prices, dates, and locations of the presentations listed in COCPA publications are subject to change without notice. The COCPA reserves the right to make speaker substitutions at any time without notice.

Choose the electronic book option when registering for an in-classroom course and save $10.00.

Register online at www.cocpa.org | 21

Course Schedule by Field of Study

Course Schedule by Field of Study

Accounting and Auditing

Accounting and Auditing - Government

Date

Course

Page

Date

Course

Page

11/4

Internal Control Best Practices for Small- and Medium-Sized Entities

6, 11, 16

12/12

Governmental Accounting and Auditing Update

8, 11, 20

11/4

Webcast: Internal Control Best Practices for Smalland Medium-Sized Entities

6, 11, 16

12/12

11/9

Identity Theft: Preventing, Detecting, and Investigating Identity Theft

Webcast: Governmental Accounting and Auditing Update

6, 16

8, 11, 20, IBC*

12/13

11/14

Real World Fraud in Today’s Small- to MediumSized Entities

11, 17

Frequent Frauds Found in Governments and Notfor-Profits

8, 20, IBC*

12/14

Yellow Book: Government Auditing Standards

11/14

Webcast: Real World Fraud in Today’s Small- to Medium- Sized Entities

11, 17

8, 20, IBC*

11/15

Annual Update for Accountants and Auditors

7, 14, 17

Administrative Practice

11/17

Accounting and Auditing Conference

3,8,11, 18

Date

11/17

Webcast: Accounting and Auditing Conference

3,8,11, 18

11/29

Annual Update for Accountants and Auditors

7, 18

12/5

Annual Update for Preparation, Compilation, and Review Engagements

19

12/6

Construction Contractors: Accounting, Auditing, and Tax

19

12/6

Annual Update for Accountants and Auditors

7, 19

12/8

Revenue Recognition: Mastering the New FASB Requirements

11, 20

12/8

Webcast: Revenue Recognition: Mastering the New FASB Requirements

11, 20

12/9

Leases: Mastering the New FASB Requirements

11, 20

12/9

Webcast: Leases: Mastering the New FASB Requirements

11, 20

12/12

4 Most Overlooked Business Risks: Preparing for the Future

20

12/16

Advanced Excel

21

12/1920

SECR Reporting

21

Course

12/2

Retirement: How to Navigate through the Uncertain Voyage

11, 19

12/2

Webcast: Retirement: How to Navigate through the Uncertain Voyage

11, 19

Business Law Date

Course

Page

11/18

Employment Law Update: Key Risks and Recent Trends

7, 18

Business Management & Organization Date

Course

Page

11/11

Transforming Your Role as Controller to Business Partner

7, 17

11/28

Build Your Team: Get Results

7, 18

Ethics

For a listing of this year’s ethics courses, please see page 9.

Finance

Accounting and Auditing - Government

Page

Date

Course

Page

Date

Course

Page

Applying the Uniform Guidance for Federal Awards in Your Single Audits

6, 8, 16, IBC*

11/10

Annual Update for Controllers

6,11,16

11/7

11/10

Webcast: Annual Update for Controllers

6,11,16

11/8

Not-for-Profit Accounting and Auditing Update

6, 8, 16

11/29

Analytics and Big Data for Accountants

7, 18

11/17

Accounting and Reporting for Not-for-Profit Organizations

7, 8, 18

11/30

Governmental and Not-for-Profit Annual Update

8, 14, 18, IBC*

12/1

Not-for-Profit Accounting and Auditing Update

6, 8, 19

22 | QuickSearch November 2016

Specialized Knowledge and Applications Date

Course

Page

11/11

2016 Employee Benefit Plans Conference

2, 17

11/11

Webcast: 2016 Employee Benefit Plans Conference

2, 17

*IBC: Inside Back Cover

Course Schedule by Field of Study, Cont’d Tax

Date

Course

Page

Date

Course

Page

11/14

2016 Technology Conference - Day One

5, 17

11/28

Tax Year in Review and 2016 Planning

12, 14, 18

11/15

2016 Technology Conference - Day Two

5, 17

11/30

18

11/16

Virtual Accounting and CFO Services

17

Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies

12/15

2016 Mix & Match Conference

21

12/1

Reviewing Individual Tax Returns: What Are You Missing?

19

12/15

Webcast: 2016 Mix & Match Conference

21

12/1

IRS Disputes: Identifying Options for Your Client

19

12/5

Tax Year in Review and 2016 Planning

12, 19

12/16

Advanced Excel

21

12/6

Construction Contractors: Accounting, Auditing, and Tax

19

12/6

Tax Year in Review and 2016 Planning

12, 19

12/6

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

19

12/7

Annual Tax Update: Corporations and PassThrough Entities

19

12/7

Capitalized Costs and Depreciation: Key Issues and Answers

6, 20

12/7

Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships

20

12/12

Tax Year in Review and 2016 Planning

12, 20

12/13

Tax Year in Review and 2016 Planning

12, 20

12/16

Tax Year in Review and 2016 Planning

12, 21

12/16

Webcast: Tax Year in Review and 2016 Planning

12, 21

Tax Date

Course

Page

11/1

Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs

14, 15

11/2

Capitalized Costs and Depreciation: Key Issues and Answers

6, 15

11/2

Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs

15

11/2

A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond

14, 15

11/3

Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

6, 16

11/3

Tax Year in Review and 2016 Planning

12, 14, 16

11/7

Advanced Critical Tax Issues for Limited Liability Companies and Partnerships

16

1/12

2016 Federal Tax Update

21

11/8

Maximize Your Social Security Benefits

14, 16

1/12

Webcast: 2016 Federal Tax Update

21

11/8

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

14, 16

11/10

Tax Year in Review and 2016 Planning

12, 14, 16

11/11

Tax Year in Review and 2016 Planning

12, 14, 17

11/14

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

17

11/15

Affordable Care Act: Critical Tax and Insurance Ramifications

17

11/15

Social Security and Medicare: Maximizing Retirement Benefits

7, 17

11/16

Tax Year in Review and 2016 Planning

12, 14, 17

11/16

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

17

11/18

Tax Year in Review and 2016 Planning

12, 14, 18

11/21

2016 Individual Income Tax Workshop

11, 18

11/21

Webcast: 2016 Individual Income Tax Workshop

11, 1

11/22

2016 Corporate/Business Income Tax Workshop

11, 18

11/22

Webcast: 2016 Corporate/Business Income Tax Workshop

11, 18

Course Schedule by Field of Study

Specialized Knowledge and Applications

VIEW ALL COURSE LISTINGS AT

COCPA.ORG.

Register online at www.cocpa.org | 23

CPE Registration Form

(or register online at www.cocpa.org) Name______________________________________________ Title_____________________________________________________ Company____________________________________________________________________________________________________ Address ____________________________________________________________________________________________________ City______________________________________________________ State____________________ Zip_______________________ Business Phone _____________________________________ Mobile Phone _____________________________________________ Email Address________________________________________________________________________________________________ Address is:

o Firm/Company o Home o Changed

I am a member of:  COCPA–Membership #_______________  AICPA–Membership #_______________

Special needs I would like COCPA to be aware of:______________________________________________________________

In-class attendees: Get a $10 discount when you purchase a downloadable PDF of the book instead of a printed version.

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 ___________ PDF (-$10)______

Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______

Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______

Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______

Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______

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:

7887 E Belleview Ave., Suite 200, Englewood, CO 80111 303-773-2877 • 800-523-9082 •

303-773-6344 (fax)

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.

24 | QuickSearch November 2016

Government Certificate PROGRAM

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 11/7 11/30 12/7

12/12 12/13 12/14

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 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 below which best meet your needs, and register online. Participants have up to eighteen months to complete the program.

Plan now to benefit from excellent instruction, high quality course content, and meaningful connections with others who work in the governmental accounting and auditing arena.

Applying the Uniform Guidance for Federal Awards in Your Single Audits (COCPA) Governmental and Not-for-Profit Annual Update (Pueblo) HUD Audits of Multi-family Housing Projects: Audit Requirements Under the HUD Audit Guide for Single Audits (Webinar) Governmental Accounting and Auditing Update (COCPA or Webcast) Frequent Frauds Found in Governments and Not-for-Profits (COCPA) Yellow Book: Government Auditing Standards (COCPA)

MEMBERS WHO HAVE COMPLETED THE GOVERNMENTAL CERTIFICATE: Robert Feis and James Pauley, Feis & Company PC, Brighton Ron Goodrich, McPherson Breyfogle Daveline and Goodrich PC, Pueblo Mary Jo Lance, Blair and Associate PC, Cedaredge Billi Lewis, McMahan & Associates LLC, Avon

Non-Profit Org. US Postage Paid Denver, CO Permit No. 605

Colorado Society of Certified Public Accountants 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111

ARE YOU AN INDUSTRY MEMBER?

These upcoming courses are for you.

Annual Update for Controllers November 10 (Denver or Webcast)

Transforming Your Role as Controller to Business Partner November 11 (Denver)

Virtual Accounting and CFO Services November 16 (Denver)

Build Your Team: Get Results November 28 (Denver)

Register online at cocpa.org