QuickSearch October 2017
Plan for the road ahead with CPE.
CPAs in Industry Conference OCTOBER 24 PAGE TWO
Governmental Conference OCTOBER 31 PAGE THREE
CPE
One fee. Hours of CPE. 24 hours: $900 40 hours: $1,500 Members can now purchase 24, 40, 80, or 120 hours of CPE. Valid for classes occurring between May 1, 2017 - April 30, 2018, the CPE Season Pass includes group study programs: live in-person Denver and Chapter seminars, conferences, webinars (AICPA, CPA Crossings, CALCPA only), and live streaming-webcasts. Please note: Oil & Gas Conference, Health Care Conference, 11/9 and 11/10 2017 Don Farmer webcasts, and on-demand courses are not included in the CPE Season Pass program. For the January Don Farmer program, there will be an additional $49.00 charge per course. To register for Don Farmer, please call the Member Services Department at 303-773-2877.
TO PURCHASE YOUR CPE SEASON PASS, VISIT
seasonpass.cocpa.org or use the registration form at the back of this publication.
2
For a company subscription to the CPE Season Pass call the COCPA Member Services Department at 303-773-2877.
COCPA QuickSearch
Table of Contents 2 2017 CPAs in Industry Conference 3 2017 Governmental Conference 4 October Course Highlights 8 2017 Conference Schedule 9 2017 Yellow Book Schedule 10 Ethics 12 Webinars 14 Live In-Classroom and Webcast Courses 15 Course Schedule by Date and Field of Study 20 CPE Registration Form 21 On-site learning
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
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
CPE Staff Accountant Susan Jimenez susanj@cocpa.org
October
1
The next step on your path to success. October 24, 2017 | DoubleTree By Hilton Denver Tech or Webcast 8:25 – 8:30 am
Welcome
8:30 – 9:20 am
Thriving in Chaos
9:20 – 10:10 am
The Only Three Salt Issues that Matter
10:10 – 10:25 am
Break
10:25 - 11:40 am
2018 Economic Outlook for Colorado with a look at the Marijuana Industry
11:40 am - 12:30 pm
Is Your Retirement Plan Susceptible to Litigation?
12:30 - 1:25 pm
Lunch
1:25 - 2:40 pm
Corinne Hancock, My Powerful Life Bruce Nelson, EKS&H LLLP
Rich Wobbekind, Leeds School of Business University of Colorado at Boulder Cynthia Hansen, Hansen Wealth Management Group
Measuring Technology ROI
Donny C. Shimamoto, CPA, CITP, CGMA, Intraprise TechKnowlogies LLC
2:40 – 2:50 pm
Break
2:50 – 3:40 pm
Hot Topics in Immigration
3:40 – 4:30 pm
Health Care - What Are Companies Doing?
Sherry Lin, Mountain States Employers Council Senator Jim Smallwood, Moody Insurance Agency Inc.
Learn more and register at industryCPAs.cocpa.org 2
COCPA QuickSearch
2017 Governmental Conference October 31, 2017 | Hilton Inverness Hotel or Webcast 8:25 – 8:30 am
Welcome
8:30 - 10:10 am
GASB Update
10:10 - 10:20 am
Break
10:20 - 11:10 am
Common Problems in Financial Statements
11:10 - 11:35 am
Wes Galloway, Governmental Accounting Standards Board
Crystal Dorsey, Colorado Office of the State Auditor
PERA - OPEB
Lawrence Mundy, Public Employees’ Retirement Association of Colorado
11:35 am - 12:25 pm
2018 Economic Forecast for Metro Denver
12:25 - 1:25 pm
Lunch
1:25 - 2:40 pm
Data Analytics: Emergence In and Implications to Government Accountability
2:40 - 2:50 pm
Break
2:50 - 3:40 pm
Cyber Security
3:40 - 4:30 pm
Patty Silverstein, Development Research Partners
Donny C. Shimamoto, CPA, CITP, CGMA, IntrapriseTechKnowlogies LLC
Rand Gambrell, CPA, ABV, CFE, CFF, CVA, BKD, LLP
Arbitrage Rule
Doug Pahnke, CPA, Stephen Broden, Arbitrage Compliance Specialist Inc.
Learn more and register at governmentalconf.cocpa.org October
3
OCTOBER
Course Highlights Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements October 23 (COCPA)
This course will enable you to be in compliance with all of the professional standards surrounding engagements. A practice-oriented review of the latest developments, cases, and lively discussion among the experienced participants make this class informative and practical.
Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes October 24 (COCPA)
This course will provide descriptions of how major frauds are perpetrated and the types of cost-effective controls that can be implemented by both small and large businesses and nonprofit entities to identify and prevent these deceptive acts.
Tax Considerations and Consequences for Closely Held Businesses October 26 (COCPA)
Employ smart business decisions that will minimize the tax burden, not only on the business, but also on the owners.
Determining How Much Money You Need to Retire, and Tax Ideas, and Money Management in Retirement October 26 (Pueblo)
This course gives CPAs knowledge to help their clients implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance.
Annual Tax Update: Corporations and Pass-Through Entities October 27 (COCPA)
Our discussion leaders will identify ways to integrate the latest tax law changes into planning and compliance engagements and help you provide more value-added services to your clients. 4 HR
Top Tax and Financial Planning Ideas of 2017 October 27 (Colorado Springs)
The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save client’s money! 4 HR
Maximizing Your Social Security Benefits October 27 (Colorado Springs)
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.
4
COCPA QuickSearch
OCTOBER
Course Highlights Employment Law Update: Key Risks and Recent Trends October 30 (COCPA)
This course will update you on, and provide tips about mitigating exposure for, the key employment risks that every employer faces NEW
Reviewing Partnership Tax Returns: What Are You Missing?
4 HR
October 30 (Ft. Collins) November 9 (COCPA) December 18 (Grand Junction)
This course will sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. 4 HR
Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs October 30 (Ft. Collins) November 9 (COCPA)
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. NEW
Annual CFO Spotlight: Corporate Finance Skills (COCPA) October 31 (COCPA)
This program focuses on two sophisticated analysis tools used to evaluate the CEO and management team and to evaluate credit risk. Understand why these metrics might belong in your analytical toolbox.
UPCOMING COURSES WITH
Mark Soukup This year the new IRS Pronouncements are not as numerous as in past years BUT they are much more important in several key tax planning areas. Failure to be cognizant and fluent in these new rules could result in significant overpayment of the true tax liability for your clients. 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 2017 PLANNING 10/27 Steamboat Springs 10/30 Sterling 11/09 Grand Junction 11/10 Glenwood Springs
October
11/16 Pueblo 11/17 Colorado Springs 11/28 Durango 11/30 Longmont
12/05 Ft. Collins 12/07 Boulder 12/12 Westminster 12/20 COCPA or Webcast
5
AICPA Certificate Programs Helping CPAs build expertise in Not-for-Profit, IFRS, XBRL, Employee Benefit Plans, and Forensic Accounting. These unique, interactive programs contain real-world examples, case studies, animations, and videos to create a flexible, dynamic learning experience that can be completed anytime, anywhere.
Employee Benefit Plans Audit Certificate Programs
Prove you have what it takes with the AICPA's new employee benefit plans audit certificates. It's the only curriculum of its kind within the profession, pairing optional learning and online exams that verify the depth of your knowledge. The program offers four certificate options – one intermediate-level and three advanced certificates.
Single Audit Certificate Programs
The challenges of single audits have met their match with the AICPA's Single Audit Certificates, available for intermediate and advanced experience levels. These certificates will help you demonstrate your ability to plan, perform and evaluate single audits to your clients, employer, regulators and the public. A digital badge allows you to display your accomplishment online.
Not-for-Profit Certificate Programs
Whether you work in public accounting or a nonprofit, the Not-for-Profit Certificates offer a convenient and accessible way to get high-quality, comprehensive training in NFP accounting, financial reporting, tax compliance, governance and assurance. Available for two experience levels, these focused CPE/CAE eligible programs give you the targeted knowledge and marketable skills you need to set yourself apart.
COSO Internal Control Certificate Program
Through a blend of self-paced learning and live, interactive training, the new COSO Internal Control Certificate offers you a unique opportunity to develop your expertise in designing, implementing and monitoring a system of internal control. This certificate includes an exam to verify that you have gained the knowledge and skills critical to this program, plus, you’ll earn up to 25.5 hours of CPE.
IFRS Certificate Program
Expand the borders of your financial reporting expertise. This scenario-based series of courses provides a variety of case studies, plus audio, video and interactive exercises that will guide you through the concepts under each area of IFRS. The comprehensive, integrated curriculum of 25 online self-study CPE courses is available in English and Spanish.
Fundamentals of Forensic Accounting Certificate Program
There is a growing need for forensic accountants — prepare yourself to break into this high-demand area! Covering all of the topics in AICPA’s body of knowledge for this subject, this engaging online CPE program provides participants with a solid understanding of financial forensics and fundamental knowledge of the legal system, gathering information, discovery, reporting, providing expert testimony and more.
XBRL U.S. GAAP Certificate Program
This comprehensive online training program from the AICPA and XBRL US provides the tools and strategies you need to create high-quality XBRL financials, and knowledge of data-tagging language can provide an important edge in the job market. You’ll gain the complete XBRL proficiency you need to stay compliant with SEC rules and avoid liability issues.
Client Accounting Advisory Services Certificate
CPA.com and AICPA collaborated with nationally recognized leaders to design and instruct the CAAS Certificate (Client Accounting Advisory Services). Topics discussed include: workflow analysis and design, onsultative client interactions, emerging technologies, onboarding clients, and performing client assessments.
Visit aicpacertificates.cocpa.org to register.
EXCEL
BOOT CAMP
October 19-20, 2017 8:30 am – 4:30 pm Register at cocpa.org.
If you are ready for two days of intensive Excel training in a “laptop optional, laptop friendly” environment, then this course is for you. By using accounting-centric examples, developed for accountants, by accountants, Excel Boot Camp takes you through Excel from A to Z and shows you how to elevate your use of Excel to the next level.
2017 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 2017 conferences are also available via live webcast. *This conference is produced by the AICPA and does not qualify for the Season Pass program. **This program qualifies for eight hours of Yellow Book CPE credit.
10/24
CPAs in Industry Conference
10/31
Governmental Conference**
11/6-8
AICPA Oil and Gas Conference* AICPA Health Care Industry Conference*
11/8-10
11/14
Accounting and Auditing Conference
11/17
Real Estate Conference
12/13
SEC and PCAOB Conference
12/18
Mix and Match Conference
1/25
Don Farmer
Register coworkers and watch the webcast together!
November 14, 2017 Inverness Hotel & Conference Center or Webcast 8:30 am – 4:30 pm
Be prepared for the challenges and changes in accounting, auditing, and financial requirements. Participants learn the latest information on pronouncements, standards, and implementation deadlines. This, in turn, improves the quality of firms and companies throughout Colorado.
TOPICS • FASB Update • Financial Reporting Framework • Understanding the Risk Assessment Process and How it Relates to PPC Smart Practice Forms
8
• Keeping Up With Investor Demands - The Emergence of Sustainability Accounting • M&A Update Panel
• How to Create a Culture of Privacy & Security within your Organization • Using Analytics in an Audit
COCPA QuickSearch
O
LO
10/31
2017 Governmental Conference
Denver
11/6
Applying the Uniform Guidance in Your Single Audits
COCPA
11/7
Not-for-Profit Accounting and Auditing Update
COCPA
11/8
GASB Statement Nos. 74 & 75 – Best Practices in OPEB Accounting & Auditing (4 hours)
COCPA
11/8
Governmental Pensions: Prepare for a Changing Landscape (4 hours)
COCPA
12/4
Governmental Accounting and Auditing Update
COCPA
12/5
Frequent Frauds Found in Governments and Not-for-Profits
COCPA
12/6
Yellow Book: Government Auditing Standards
COCPA
RA
DO SOC I ET
Y
O F
C
2017 Yellow Book Schedule
I
ED
TA
RT
FI
NT
CE
S
GOVERNMENT CERTIFICATE of ACHIEVEMENT
PUB
LIC ACC
OU
N
COCPA GOVERNMENT CERTIFICATE OF ACHIEVEMENT PROGRAM Earn the Governmental Certificate of Achievement and enhance your professional competence with practical skills you can apply immediately.
Why Complete the Certificate of Achievement Program? • To demonstrate your commitment to your career as a governmental accounting professional • To keep updated on the latest rules, regulations, and pronouncements in a constantly changing regulatory environment • To demonstrate competence in the field of governmental accounting above and beyond the base level requirements needed in the field • To gain a deeper understanding of the issues involved with governmental accounting • To learn best practices to work more efficiently Upon completion of the courses you will receive a certificate, 40 hours of CPE that also qualify for yellow book credit, and recognition in a COCPA publication and website as someone who has made this intentional investment in the governmental arena.
How the Certificate of Achievement Program Works: Select five courses from the list online which best meet your needs, and register online. Call the COCPA Member Services Department and let them know you would like to enroll in the program. Participants have up to eighteen months to complete the program. October
LEARN MORE AT GCOA.COCPA.ORG
9
2017 Ethics Schedule The A.R.T. of Work: Accountability, Respect, and Trust 10/17
COCPA or Webcast
8:30 – 10:10 am
10/23
Ft. Collins
1:00 – 2:40 pm
11/2
COCPA or Webcast
1:00 – 2:40 pm
12/19
Webcast only
8:30 – 10:10 am
Colorado Board of Accountancy Statutes, Rules, and Regulations 12/7
Webcast only
8:30 – 10:10 am
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 10/17
COCPA or Webcast
10:30 am – 12:10 pm
10/23
Ft. Collins
3:00 – 4:40 pm
11/2
COCPA or Webcast
3:00 – 4:40 pm
12/19
Webcast only
10:30 am – 12:10 pm
Ethics and the AICPA’s Principles, Rules, and Responsibilities 12/7
Webcast only
10:30 am – 12:10 pm
Firm-Sponsored Ethics CPE Ethics courses for your whole department COCPA Firm-Sponsored Ethics programs equip your team with high-quality training, conveniently, at your office. All firm-sponsored courses are led by our skilled instructors. Their subject-matter expertise can turn your training event into a learning experience that not only COURSES Barriers to Ethical Behavior and Leadership Rick Crosser When Good CPAs Go Bad: Ethics & Cases Paul Harrison Colorado State Board of Accountancy Statutes, Rules, and Regulations Rosemary Weiss
10
aligns your team but also supports your company’s mission. It’s about providing your firm with an effective learning solution. Select any of the following Ethics courses below to promote your team’s professional development. Ethical Terrain: Nurturing & Cultivating an Ethical Work Environment Robbie Glantz The Psychology of Ethics Louie Larimer Ethics: Risk and Sustainability Linda Lange
Contact Tiffany Carson at tiffany@cocpa.org or 303-741-8621 to select an Ethics course and promote your team’s professional development. COCPA QuickSearch
NEW
NEW
Ethics: Risk & Sustainability 11/2
COCPA or Webcast
8:30 – 10:10 am
12/6
COCPA or Webcast
8:30 – 10:10 am
The Psychology of Ethics 10/25
COCPA or Webcast
8:30 am – 12:00 pm
11/30
COCPA or Webcast
12:30 – 4:00 pm
12/6
COCPA or Webcast
12:30 – 4:00 pm
When Good CPAs Go Bad: Ethics & Cases 11/30
COCPA or Webcast
8:30 am – 12:00 pm
12/13
COCPA
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.
October
11
Webinar Schedule Accounting and Auditing 10/4
How Honest Accountants Become Victims of Fraudsters...or Worse! (1 hr)
10/6
Improve Your Profit: Identify Cost Cutting Opportunities (2 hrs)
10/13
U.S. GAAP: Review for Business & Industry (4 hrs)
10/16
Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors (8 hrs)
10/20
Audit Workpapers: Reviewing Field Work (4 hrs)
10/25
Closing Best Practices: Shortening Month End (2 hrs)
Accounting and Auditing (Government) 10/04
Not-for-Profit Accounting and Auditing Update (4 hrs)
10/10
Yellow Book Standards for CPAs in Public Practice (2 hrs)
10/12
Government Update: 10 New A&A Risks for CPAs (2 hrs)
10/17
The GAO’s Green Book: Internal Controls (2 hrs)
Business Law 10/4
Guide to Email, Record Retention, Destruction (2 hrs)
10/5
How CPAs Can Help Clients in Mediation (1 hr)
Business Management and Organization 10/11
Leaders Eat Last: The Characteristics of Great Leaders (2 hrs)
10/18
Develop Your Company’s Scorecard: Keep Success on Track (2 hrs)
10/20
Critical Thinking Skills for Finance and Accounting Professionals (2 hrs)
10/24
What is the “Realization Rate” of Your Firm’s Future Value (1 hr)
Communication 10/20
Executive Presentation Presence: Speak Up - Move Up (2 hrs)
10/25
Have the Difficult Conversation You’ve Been Dreading (2 hrs)
10/31
Negotiation Skill Building (2 hrs)
Computer Software and Application
12
10/9
Office 365 - Take Your Office on the Road with Mobile Apps (2 hrs)
10/16
Microsoft PowerBI - Introduction to Data Analysis in Excel (2 hrs)
COCPA QuickSearch
10/18
Getting Past Your Sticking Point with PivotTables (4 hrs)
10/25
Google Sheets for Accountants (2 hrs)
10/27
Excel - Advanced Financial and Statistical Calculations (2 hrs)
Finance 10/9
The CFO: 5 Critical Skills to Become a Leader (2 hrs)
10/25
Creating Equity Compensation Plans (2 hrs)
10/27
Build Your Personal Net Worth (2 hrs)
Management Advisory Services 10/11
Risk, Cost, and Cash Management for Controllers and Financial Managers (4 hrs)
Personnel/HR 10/19
Increase Revenue With Time Management (2 hrs)
10/25
Millennials: Myths and Truths Behind the Next Gen of Leaders (2 hrs)
Specialized Knowledge 10/5
KPI Dashboards - The New Financial Reporting Model (2 hrs)
10/10
College Financial Planning: Financial Aid Process (2 hrs)
10/17
Cloud Systems - Is My Data Safe and Secure? (1 hr)
10/20
Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization (4 hrs)
10/26
Inspector Gadget Technology Update (2 hrs)
Taxes 10/2
Travel and Entertainment Expenses: Review and Update (2 hrs)
10/5
Partnership Investments - How to Calculate the Owner’s Basis (2 hrs)
10/11
Capital Gains Tax Strategies for Advanced Transactions (2 hrs)
10/13
Best Practices for Payroll Taxes and 1099 Issues (8 hrs)
10/23
Introduction to International Taxation (8 hrs)
10/26
Tax Research Skills (8 hrs)
October
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.
14
10/17
The A.R.T. of Work: Accountability, Respect, and Trust
10/17
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment
10/24
2017 CPAs in Industry Conference
10/25
The Psychology of Ethics
10/31
2017 Governmental Conference
11/2
Ethics: Risk and Sustainability
11/2
The A.R.T of Work: Accountability, Respect, and Trust
11/2
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment
11/7
Not-for-Profit Accounting and Auditing Update
11/10
Capitalized Costs and Depreciation: Key Issues and Answers
11/10
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships
11/14
2017 Accounting and Auditing Conference
11/15
Annual Update for Controllers
11/17
2017 Real Estate Conference
11/27
Leases: Mastering the New FASB Requirement
11/28
Revenue Recognition: Mastering the New FASB Requirements
11/29
Corporate Tax Workshop: Get Ready for Busy Season
11/30
When Good CPAs Go Bad: Ethics & Cases
11/30
The Psychology of Ethics
12/4
Governmental Accounting and Auditing Update
12/6
Ethics: Risk and Sustainability
12/6
The Psychology of Ethics
12/11
Social Security and Medicare: Maximizing Retirement Benefits
12/11
Health Care Reform Act: Critical Tax and Insurance Ramifications
12/13
2017 SEC and PCAOB Conference
12/15
Current Development and Best Practices for Today’s CFOs and Controllers
12/18
2017 Mix and Match Conference
12/20
Tax Year in Review and 2017 Planning
1/25
Don Farmer 2017 Federal Tax Update COCPA QuickSearch
Course Schedule by Date and Field of Study To register for courses, please visit www.cocpa.org, or register using the form in the back of this publication. For full course registration policies, please visit www.cocpa.org. KEY: A: AICPA members who register for these courses will receive an additional $30 per day discount. +: New Course in 2017
: Live-Streaming Webcast Y: Meets Yellow Book Requirement
Unless otherwise noted, all class times are 8:30am – 4:30pm. KEY
Date
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
ACCOUNTING AND AUDITING A
10/23/17
Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements
8
170630201 –
365 – 521
Denver
A
10/24/17
Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes
8
170642701 –
365 – 521
Denver
A
11/01/17 Auditing Employee Benefit Plans
8
170714601 –
365 – 521
Denver
8
170725801 –
365 – 521
Denver
11/14/17 2017 Accounting and Auditing Conference
8
170762715 – 170762822
365 – 521
Englewood
A+
11/03/17
Integrating Audit Data Analytics into the Audit Process
A
11/27/17
Leases: Mastering the New FASB Requirements
8
170769401 – 170769520
365 – 521
Denver
A
11/28/17
Revenue Recognition: Mastering the New FASB Requirements
8
170771201 – 170771320
365 – 521
Denver
+
12/07/17
The New Clarified Attestation Standards: What You Need to Know (12:30 - 4:00 pm)
4
170839401 –
185 – 264
Denver
A
12/08/17
Real World Fraud in Today’s Small- to Medium-Sized Entities
8
170847201 –
365 – 521
Denver
4
170864209 –
200 – 285
Pueblo
Interpreting the New Revenue Recognition 12/14/17 Standard: What All CPAs Need to Know (8:30 am - 12:00 pm)
+
12/14/17
Accounting and Auditing Update (12:30 - 4:00 pm)
4
170865109 –
200 – 285
Pueblo
12/15/17
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
170869109 –
200 – 285
Westminster
12/15/17
The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)
4
170869309 –
200 – 285
Westminster
October
15
KEY
Date
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
16
170870201 –
695 – 994
Denver
8
170693615 – 170693722
365 – 521
Englewood
ACCOUNTING AND AUDITING, continued 12/1819/17
A
SEC Reporting
ACCOUNTING AND AUDITING – GOVERNMENT Y 10/31/17 2017 Governmental Conference AY A
Y
11/06/17
Applying the Uniform Guidance in Your Single Audits
8
170727601 –
365 – 521
Denver
11/07/17
Not-for-Profit Accounting and Auditing Update
8
170739401 – 170739520
365 – 521
Denver
4
170743901 –
185 – 264
Denver
+Y
GASB Statement Nos. 74 & 75 – Best 11/08/17 Practices in OPEB Accounting & Auditing (8:30 am - 12:00 pm)
+Y
11/08/17
Governmental Pensions: Prepare for a Changing Landscape (12:30 - 4:00 pm)
4
170746301 –
185 – 264
Denver
Y
12/04/17
Governmental Accounting and Auditing Update
8
170825201 – 170825320
365 – 521
Denver
AY
12/05/17
Frequent Frauds Found in Governments and Not-for-Profits
8
170827401 –
365 – 521
Denver
AY
12/06/17 Yellow Book: Government Auditing Standards
8
170829401 –
365 – 521
Denver
8
170659609 –
410 – 585
Pueblo
A
ADMINISTRATIVE PRACTICE Determining How Much Money You Need to 10/26/17 Retire, and Tax Ideas and Money Management in Retirement 11/01/17
Retirement: How to Navigate through the Uncertain Voyage
8
170717309 –
410 – 585
Boulder
11/03/17
Retirement: How to Navigate through the Uncertain Voyage
8
170726109 –
395 – 564
Grand Junction
11/29/17
Retirement: How to Navigate through the Uncertain Voyage
8
170775809 –
410 – 585
Durango
12/01/17
Retirement: How to Navigate through the Uncertain Voyage
8
170824301 –
365 – 521
Denver
8
170672301 –
365 – 521
Denver
BUSINESS LAW A
16
10/30/17
Employment Law Update: Key Risks and Recent Trends
COCPA QuickSearch
KEY
Date
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
BUSINESS MANAGEMENT & ORGANIZATION BUSINESS MANAGEMENT & ORGANIZATION +
10/26/17
Basics of Creating a Legendary Business (8:30 - 10:10 am)
2
170659020 –
95 – 135
Video Only*
A
11/16/17
Transforming Your Role as Controller to Business Partner
8
170765801 –
365 – 521
Denver
Excel Boot Camp
16
170629301 –
695 – 994
Denver
Annual CFO Spotlight: Corporate Finance Skills
8
170682501 –
Denver
8
170764201 – 170764320
385 – 550 365 – 521
Denver
4
170838901 –
185 – 264
Denver
8
170863701 –
385 – 550
Denver
8
170865801 – 170867520
385 – 550
Denver
8
170775101 –
355 – 507
Denver
2
170715020 –
95 – 135
Video Only*
10/24/17 2017 CPAs in Industry Conference
8
170646415 – 170646522
365 – 521
Denver
11/68/17
2017 AICPA Oil & Gas Conference
8
170728044 –
1315 – 1315
Denver
11/810/17
2017 AICPA Health Care Industry Conference
8
170747344 –
8
170767515 – 170767622
COMPUTER SCIENCE 10/1920/17
FINANCE + A
10/31/17
11/15/17 Annual Update for Controllers 12/07/17
+
CFO/Controllers’ Roadmap to Organization 12/14/17 Success with Integrated Planning, Forecasting, and Budgeting 12/15/17
+
Analyzing a Company’s Financial Statement (8:30 am - 12:00 pm)
Current Developments and Best Practices for Today’s CFOs and Controllers
MANAGEMENT ADVISORY SERVICES Financial Transformation to Achieving 11/13/17 Breakthrough Improvements in Financial and Operational Performance
PERSONNEL/HR +
11/01/17
Motivating, Retaining, and Elevating Your Staff (8:30 - 10:10 am)
SPECIALIZED KNOWLEDGE
+
11/17/17 2017 Real Estate Conference
1335 – 1335
Denver
365 – 521
Denver
*Attendees must have a camera and microphone to participate in this class. October
17
KEY
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
12/13/17 2017 SEC and PCAOB Conference
8
170862415 – 170862522
365 – 521
Englewood
12/18/17 2017 Mix and Match Conference
8
170871315 – 170871422
365 – 521
Englewood
365 – 521
Denver
Date
Course Title
SPECIALIAZED KNOWLEDGE, continued
TAX A
10/26/17
Tax Considerations and Consequences for Closely Held Businesses
8
170658101 –
A
10/27/17
Annual Tax Update: Corporations and PassThrough Entities
8
170661301 –
10/27/17
Top Tax and Financial Planning Ideas of 2017 (8:30 am - 12:00 pm)
4
170664709 –
10/27/17
Maximizing Your Social Security Benefits (12:30 - 4:00 pm)
4
170664909 –
10/27/17 Tax Year in Review and 2017 Planning
8
170669809 –
10/30/17 Tax Year in Review and 2017 Planning
8
170674809 –
Reviewing Partnership Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
170673609 –
Fort Collins
Tax Planning Strategies for Small Businesses: 10/30/17 Corporations, Partnerships, & LLCs (12:30 - 4:00 pm)
200 – 285
4
170674109 –
200 – 285
Fort Collins
11/06/17
The Best S Corporation, Limited Liability, and Partnership Update
8
170728309 –
410 – 585
Longmont
11/07/17
The Best S Corporation, Limited Liability, and Partnership Update
8
170742609 –
Westminster
Tax Planning Strategies for Small Businesses: 11/09/17 Corporations, Partnerships, & LLCs (8:30 am - 12:00 pm)
410 – 585
4
170748501 –
185 – 264
Denver
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170748701 –
185 – 264
Denver
8
170749809 –
8
– 170720124
275 – 375
Webcast Only
8
– 170730524
255 – 355
Webcast Only
4
170753401 – 170753520
185 – 264
Denver
4
170756101 – 170756220
185 – 264
Denver
+
+
10/30/17
11/09/17
11/09/17 Tax Year in Review and 2017 Planning 11/09/17
Don Farmer Individual Income Tax Workshop (Please Note: This program starts at 6:00 am)
Don Farmer Corporate Business Income Tax 11/10/17 Workshop (Please Note: This program starts at 6:00 am) 11/10/17
Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am - 12:00 pm)
Tax Consequences and Reporting Issues 11/10/17 of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)
18
365 – 521 225 – 321 225 – 321 410 – 585 385 – 550
395 – 565
Denver Colorado Springs Colorado Springs Steamboat Springs Sterling
Grand Junction
COCPA QuickSearch
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
11/10/17 Tax Year in Review and 2017 Planning
8
170758409 –
11/16/17 Tax Year in Review and 2017 Planning
8
170766809 –
11/17/17 Tax Year in Review and 2017 Planning
8
170768909 –
11/28/17 Tax Year in Review and 2017 Planning
8
170774609 –
8
170759701 – 170759820
11/30/17 Tax Year in Review and 2017 Planning
8
170785109 –
12/05/17 Tax Year in Review and 2017 Planning
8
170828309 –
12/07/17 Tax Year in Review and 2017 Planning
8
170840609 –
410 – 585 395 – 565 395 – 565 410 – 585 365 – 521 395 – 565 395 – 565 410 – 585 185 – 264
KEY
Date
Course Title
Location
TAX, continued
A+
A
11/29/17
Corporate Tax Workshop: Get Ready for Busy Season
Pueblo Colorado Springs Durango Denver Longmont Fort Collins Boulder
12/11/17
Social Security and Medicare: Maximizing Retirement Benefits (8:30 am - 12:00 pm)
4
12/11/17
Health Care Reform Act: Critical Tax and Insurance Ramifications (12:30 - 4:00 pm)
4
12/12/17
Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
4
170855101 –
12/12/17
Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170855301 –
12/12/17 Tax Year in Review and 2017 Planning
8
170856209 –
Tax Consequences and Reporting Issues of 12/13/17 LLCs, LLPs, LPs, and Other Partnerships (8:30 am - 12:00 pm)
185 – 264 185 – 264 185 – 264 395 – 565
4
170868209 –
200 – 285
Colorado Springs
12/13/17
Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170868409 –
Colorado Springs
12/18/17
Annual Tax Update: Corporations and Pass-Through Entities
8
170872509 –
200 – 285 410 – 585
4
170853509 –
200 – 285 200 – 285 425 – 607 365 – 521
Tax Consequences and Reporting Issues of 12/18/17 LLCs, LLPs, LPs, and Other Partnerships (8:30 am - 12:00 pm)
+
170849501 – 170849620 170851201 – 170851320
Glenwood Springs
12/18/17
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170853709 –
12/19/17
The Best S Corporation, Limited Liability, and Partnership Update
8
170874309 –
12/20/17 Tax Year in Review and 2017 Planning
8
1/25/18
8
October
2017 Federal Tax Update
170875201 – 170875320 170982617 – 170982724
420 – 600
Denver Denver Denver Denver Westminster
Durango Grand Junction Grand Junction Glenwood Springs Denver Englewood
19
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: ☐ Firm/Company ☐ Home ☐ Changed I am a member of: ☐ COCPA–Membership #__________________ ☐ AICPA–Membership #_________________________ Special needs I would like COCPA to be aware of:_________________________________________________________ I would like to register for the following Season Pass: ☐ 24 hr ☐ 40 hr ☐ 80 hr ☐ 120 hr In-class attendees: Get a $10 discount when you purchase a downloadable PDF of the book instead of a printed version (excludes CPE Season Pass). 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: MAIL: 7887 E Belleview Ave., Suite 200, Englewood, CO 80111
PHONE: 303-773-2877 • 800-523-9082 • FAX: 303-773-6344 CANCELLATION/TRANSFER POLICY • Cancellation or transfer requests made 6 business days or more prior to the program, no fee assessed. • Cancellation or transfer requests made 2 to 5 business days prior to the program, $25 fee assessed. • Cancellation or transfer requests made 1 business day prior to or the day of the program, $50 fee assessed. • No notice of cancellation, 100% course fee assessed. •
20
All COCPA Policies and Procedures can be found online under the CPE drop down menu, Policies & Procedures.
COCPA QuickSearch
Bring CPE to your office with on-site learning.
It’s important to make sure everyone in the office can work as a team. With a COCPA On-site class, everyone — CEOs, CFOs, CPAs, non-certified financial professionals, and administrative staff — can participate together in focused CPE that complements your company or firm’s mission. Our courses are led by expert instructors. However, some courses can be led by an expert from your very own office — we provide you with the discussion-leader guide and materials and you take it from there. Here are just a few of the courses that can be taught at your firm or company: • 529 College Saving Plans: Best Practices • Advanced Excel • Audit Data Analytics • Business Intelligence: Featuring Microsoft Power BI Tools • Controller’s Update • Data Breaches and Cybersecurity • Excel PivotTables for Accountants • Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance • Government and Not-for-Profit Update
• Lease Accounting • Performing Single Audits Under the Uniform Guidance • Revenue Recognition • Reviewing Individual Tax Returns: What Are You Missing? • Staff Training: Audit (Three Levels) • Staff Training: Tax (Three Levels) • Tax Update • Thriving in Chaos • Top Issues for Government and NotFor-Profit Entities • Fraud Update
To learn more about our On-site CPE programs or to book a 2017 On-site-course date, please contact Tiffany Carson at tiffany@cocpa.org or 303-741-8621 today.
May/June/July October
21
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
BASICS OF CREATING A
LEGENDARY BUSINESS with Mark Soukup,
Soukup Bush & Associates CPAs PC
October 26, 2017 | 8:30 - 10:10 am | CPE: 2.0 Topics include developing a culture of commitment to service, implementing an all-out recovery strategy, seeking continuous improvement, listening, measuring, and celebrating.
REGISTER AT WWW.COCPA.ORG This program is held via video conference and participation will be limited. Participants must have a camera and microphone.