QuickSearch November 2021
CPE CATALOG
READY WHEN YOU ARE:
MEET YOUR CPE REQUIREMENTS BEFORE DECEMBER 31, IN PERSON OR ONLINE!
Don Farmer Tax Seminars INSIDE COVER
Regional Accounting & CPAs in Industry Auditing Conference Conference OCTOBER PAGE 2 28 PAGE 3
Tax Year in Review BACK COVER
COCPA
COLORADO SOCIETY OF CPAS
The most fun you can have at a tax seminar! DON FARMER INDIVIDUAL INCOME TAX WORKSHOP NOVEMBER 1, 2021
|
WEBCAST
|
CPE: 8.0
DON FARMER CORPORATE INCOME TAX WORKSHOP NOVEMBER 3, 2021
|
WEBCAST
|
CPE: 8.0
DON FARMER FEDERAL TAX UPDATE JANUARY 19, 2022
|
WEBCAST
|
CPE: 8.0
REGISTER AT
COCPA.ORG/DONFARMERCORPORATE
QuickSearch A Guide to CPE from COCPA. Chief Operating Officer and Chief Learning Officer Rebecca Campbell, CAE rebecca@cocpa.org CPE Operations Manager Tiffany Carson, CMP tiffany@cocpa.org Member Services Pamela Galey-Coleman pamela@cocpa.org Sheila Duggan sheila@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
Table of Contents 2
Regional Accounting & Auditing Conference Agenda
3
COCPA Partner Demo Day
4
Yellow Book Schedule
4
COCPA Ethics Day
5
Course Highlights
8
Webinar Schedule
10
Course Schedule by Date and Field of Study
www.cocpa.org
One fee. Hours of CPE. SAVE $50 OR MORE PER 8-HOUR COURSE!
120 hrs $4,800
80 hrs $3,200
40 hrs $1,600
24 hrs $960
CPE SEASON PASS PACKAGES INCLUDE:
Group Study Programs - Live, Denver, and Chapter Seminars; conferences; webcasts; and webinars. Note: AIPCA conferences are not included.
You may attend the January Don Farmer seminar for an additional $49. The CPE Season Pass is valid for programs scheduled for one year from date of purchase.
TO PURCHASE YOUR CPE SEASON PASS, VISIT cocpa.org/seasonpass. For a company subscription, call the COCPA Member Services team at 303-773-2877 or 800-523-9082.
ACCOUNTING &AUDITING CONFERENCE
Register today at
cocpa.org/AAConf I N ACCOUNT ING , AUDITING , A ND FI N AN CI AL REQ UIREMENTS Thank you to our sponsors:
November 10, 2021 RE G I O N A L WE B CA ST • C PE : 8 .0
9:00 - 10:40 am CPA Firm Technologies - Helping Your Practice Grow Randy Johnston, K2 Enterprises 10:40 - 10:50 am Break
10:50 am - 12:40 pm A&A Update Rick Reisig, CPA (MT), Anderson ZurMezuhlen & Co. PC 12:40 - 1:10 pm Lunch
2:50 - 3:00 pm Break
3:00 - 3:50 pm 2022 Hiring and Compensation Trends for Accounting and Finance Professionals Tammy Lopez, Robert Half
3:55 - 4:45 pm Company Culture - How to Keep it, How to Kill it, and How to Feel Like You’re Killing it Jessica Sayles, CPA (NV), HRC
1:10 - 2:50 pm Considerations for Remote Audits & Remote Audits and Fraud Considerations in a Virtual Environment Jeremy Dillard, CPA (CA), CGMA, & Sheila Balzer, CPA, CGMA, SingerLewak LLP
I N PARTN E R SH I P WI TH
2
COCPA QuickSearch
COCPA Partner Demo Day November 17, 2021 Webcast
*No CPE credit is offered for this event.
9:00 am - 3:00 pm
COCPA Preferred Partners are just as dedicated to the accounting profession as you are. These partners have a wealth of information to share with you and have made a financial commitment to support the Society in its efforts to communicate the latest innovations, technology, and information. Interested in an accounting platform for you, or a client? Check out our agenda. Have the need for cost segregation, sales and use tax assistance, or looking to get the most value when you sell your business? COCPA has partners for that, too.
Register today at: cocpa.org/demo-day
Attendee s will have the chance to win prize s from ou r partners!
Schedule 9:00 am: Welcome
11:40 - 12:30 pm: Lunch
9:10 - 9:40 am: CAMICO
12:30 - 1:00 pm: Class VI Partners
9:50 - 10: 20 am: Intuit
1:10 - 1:40 pm: Taxconnex
10:30 - 11:00 am: Xledger
1:50 - 2:20 pm: CSSI
11:10 - 11:40 am: XERO
2:30 - 3:00 pm: Verifyle
IN PARTNERSHIP WITH
November 2021
3
Yellow Book Schedule 11/3
Real Frauds Found in Not-for-Profits [COCPA/In-Person + Webcast Live]
11/3
Impact of AICPA Activities on Governments and NFPs [Webcast Live]
11/8
Governmental and NFP Accounting and Auditing [Pueblo/In-Person]
11/8
Real Frauds Found in Not-for-Profits [Pueblo/In-Person]
12/7
2021 Governmental and Not-for-Profit Annual Update [COCPA/In-Person + Webcast Live]
12/8
Yellow Book: Staying Compliant With Government Auditing Standards [COCPA/ In-Person + Webcast Live]
*In-person events are subject to change based on the county’s regulations and restrictions.
COCPA
ETHICS DAY Join us for COCPA Ethics Day!
On each of the following days, you’ll have your choice of 8 hours of Ethics to mix and match. Fulfill your requirement and more in just one day!
November 4 8:30-10:10 AM 10:30 AM-12:10 PM 12:30-2:10 PM 2:30-4:10 PM
Becoming The Everyday EthicistTM Yes You Can: Auditing Culture & Ethics at Your Organization The Ethics of Care in the Workplace Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment
December 1 9:30-11:10 AM 11:30 AM-1:10 PM 1:30-3:10 PM
4
Colorado Board of Accountancy Statutes, Rules, and Regulations Ethics and the AICPA’s Principles, Rules, and Responsibilities How Much are Your Ethics Worth?
COCPA QuickSearch
NOVEMBER
Course Highlights
Current Audit Environment and ASB Activity November 3 | 12:30 - 2:10 pm | 2 CPE | Webcast
This course is designed to keep you on top of the latest auditing developments. It covers a full array of topics, including current environment and implications for audit planning, pronouncements, and other standard-setting activities affecting audit and attestation engagements.
Audits of Employee Benefit Plans Subject to ERISA
November 5 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live
Employee benefit plan (EBP) audit engagements continue to be scrutinized by regulators and peer reviewers due to a history of noncompliance with applicable professional standards. Auditors require proper skills to perform EBP engagements effectively. You will work through the plan audit process from client acceptance to continuance through engagement archive.
Hottest Tax Topics for 2021
November 5 | 8:30 am - 4:30 pm | 8 CPE | Boulder
This course arms you with the latest tax planning strategies to better serve your clients. Your knowledge of the hottest topics coming out of tax reform, and continuing legislative guidance, will bring added value to your services in the eyes of current and prospective clients.
Managing Tax Obligations for Your Growing Business
November 9 | 12:00 - 1:00 pm | 1 CPE (Complimentary) | Webcast
FREE
Join COCPA preferred partner TaxConnex to take a look at how your growth can impact your state and local business tax and sales and use tax obligations.
Reviewing Individual Tax Returns: What Are You Missing?
November 10 | 8:30 am - 12:30 pm | 4 CPE | In-Person + Webcast Live
Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff.
Reviewing Partnership Tax Returns: What Are You Missing? November 10 | 1:00 - 5:00 pm | 4 CPE | In-Person + Webcast Live
Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff.
Conducting a Remote Audit
November 12 | 8:30 am - 12:30 pm | 4 CPE | Webcast
This course will take the auditing standards that we must follow and apply them practically to real-life examples of remote auditing.
November 2021
5
NOVEMBER
Course Highlights Annual Update for Controllers
November 16 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live
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.
Annual Tax Update: Corporations and Pass-Through Entities November 16 | 8:30 am - 4:30 pm | 8 CPE | Glenwood Springs
Be prepared before the tax season starts! Find out about the latest federal tax law changes, court decisions, and IRS pronouncements related to partnerships, LLCs, and C and S Corporations.
Coaching Skills for CPAs, Controllers, and Financial Managers November 17 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live
Professional athletes have multiple coaches – business people rarely utilize coaches. This course will focus on creating the coaching skills that are required to raise the performance of your employees.
Review Engagements
November 19 | 8:30 am - 12:10 pm | 4 CPE | Webcast
SSARS 25 is the most significant change in required procedures for Review Engagements since the issuance of SSARS 10. This course will cover the new review reporting requirements, the requirement to document materiality, and other ancillary changes to all SSARS engagements as a result of SSARS 25.
CUSTOMIZED TEAM TRAINING
High-quality, specialized CPE for your team COCPA Customized Team Training makes it possible to customize learning and CPE for your staff’s specific needs. Choose from some of our most popular courses, or build your own by choosing an instructor, focus area, materials, time, and length. Lead the session yourself while letting us supply the materials, or bring in one of our expert instructors to guide the discussion according to your goals. We’ll work with you to bring a customized course directly to your office, in-person or virtually!
FEATURED SPEAKERS
Amanda “Jo” Erven Ethics
View full course list and custom options at
6
cocpa.org/customized-training
Robbie Glantz Ethics
COCPA QuickSearch
NEW INSIGHTS FOR A
SEC & PCAOB CONFERENCE
CHANGING REGULATORY LANDSCAPE
RETURNING SPEAKERS
December 15, 2021
Denver & Webcast • CPE: 8.0
Scott Taub
Jay Brown
N E W T H I S Y E A R!
Hybrid Event • ESG Panel
up on November mize their
VISIT COCPA.ORG/SECPCAOB TO REGISTER
December 21, 2021 Webcast • CPE: 8.0 Last chance to receive Ethics CPE
before the reporting deadline
CHOOSE YOUR TRACK → TECHNOLOGY
→ INDUSTRY
→ TAX
REGISTER TODAY AT COCPA.ORG/MIXMATCH 2021
7
Webinar Schedule This is a selection of webinar offerings with our partners. To see the entire listing of available courses, please visit www.cocpa.org/online. Accounting and Auditing 11/2
Forensic Accounting: When The Office Is a Crime Scene (4 hrs)
11/2
Financial Reporting: Presentation—U.S. GAAP vs. IFRS (2 hrs)
11/4
Understanding Fraud Risks: Auditing During the Pandemic (2 hrs)
11/8
Analyzing Financial Statements (2 hrs)
11/15
SOC 1 Reports Used in Employee Benefit Plan Audits (2 hrs)
11/17
Tax Practitioner’s Guide to Accounting and Reporting Issues (8 hrs)
11/18
Unique Defined Benefit Plan Issues — Advanced (2 hrs)
11/19
Fair Value Accounting (1 hr)
11/29
Improving Audit Quality (4 hrs)
Accounting and Auditing (Government) 11/5
Yellow Book: Staying Compliant with Government Auditing Standards (8 hrs)
11/11
Current Issues in Performing Yellow Book Audits (2 hrs)
11/12
Presentation Skills for Auditors (2 hrs)
11/12
Applying the Uniform Guidance in Your Single Audits (8 hrs)
Business Management and Organization 11/2
Tax Advisory Services: How Will You Meet the Accelerated Need? (3 hrs)
11/9
Culture: The Overlooked Key to Success (1 hr)
11/10
The Top Ten Business Myths (4 hrs)
11/11
Advanced Financial Skills (4 hrs)
11/19
Finance Transformation: Ignite Change (Part 1) (4 hrs)
11/19
Finance Transformation: Ignite Change (Part 2) (4 hrs)
Computer Software and Application
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11/1
Power BI – Prepare Your Data Efficiently for Excel Analysis (2 hrs)
11/4
Excel – Using Charts for a Non-Financial Audience (2 hrs)
11/8
Power BI – Create Excel Dashboards for Maximum Impact (2 hrs)
11/16
Power BI – Advanced Data Analytics with Power Pivot (8 hrs)
11/22
Adobe Acrobat – Increase Your Productivity with PDF Files (4 hrs)
11/29
CPA Super Search: A New Research Checklist System for Google (2 hrs)
COCPA QuickSearch
Finance 11/3
Debt or Equity: Which Will Your Organization Need Next? (2 hrs)
11/8
Controller’s Update: Today’s Latest Trends (4 hrs)
11/16
Reimagine Business Models AND the Shift from Business Partnering to Value Partnering (3 hrs)
11/17
Commodity and Interest Rate Risks: Manage the Unmanageable (2 hrs)
Specialized Knowledge 11/5
Things I Think I Think: Valuation of Intellectual Property (2 hrs)
11/11
Bitcoin Fundamentals – What Every CPA Should Know (3 hrs)
11/12
Leading in Exponential Times (1 hr)
11/15
Roadmap to Artificial Intelligence (4 hrs)
11/17
Financial Planning: Technical Issues in the New Norm (4 hrs)
11/30
Cost of Capital in Business Appraisal in a Post COVID-19 Era (1 hr)
Tax 11/1
Pension and Profit-Sharing Plan Strategies (8 hrs)
11/5
Dealing with an IRS Exam: From Initial Contact to Closing (2 hrs)
11/9
Understanding CPA Communication Privileges in Tax Practice (2 hrs)
11/16
Individual Tax Fundamentals (8 hrs)
11/17
Avoiding Tax Malpractice—Importance of Engagement Letters (4 hrs)
11/19
Annual Update: Business Activities and Pass-through Entities (2 hrs)
11/23
Tax Implications of Cryptocurrency (2 hrs)
11/30
How to Reopen and Challenge an Assessed Tax (2 hrs)
Benefits of A Badge COCPA Certificate Programs
Demonstrate your commitment to your career as an accounting professional. Show that you are keeping updated on the latest rules, regulations, and updates. Demonstrate competence in your selected field above and beyond the baselevel requirements needed in the field. Gain recognition for a significant professional achievement and easily share your completion of the program with colleagues and clients.
Learn more at
cocpa.org/certificate-programs
November 2021
9
Course Schedule by Date and Field of Study To register for courses, and full course registration policies, please visit www.cocpa.org/calendar. KEY: A: AICPA members who register for these courses will receive an additional $30 per day discount
: Live-Streaming Webcast Y: Meets Yellow Book Requirement
W: These webinars are presented with our partner, the Washington Society of CPAs
Unless otherwise noted, all class times are 8:30 am-4:30 pm.
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
ACCOUNTING & AUDITING 11/3/2021
Real Frauds Found in Not-for-Profits (8:30 am-12:10 pm)
4
185
264
COCPA
11/3/2021
Current Audit Environment and ASB Activity (12:30-2:10 pm)
2
95
135
Webcast
11/5/2021
Audits of Employee Benefit Plans Subject to ERISA
8
295
421
COCPA
Y
11/8/2021
Real Frauds Found in Not-for-Profits (1:00-5:00 pm)
4
198
283
Pueblo
W
11/10/2021
Forensic Accounting: Fraud Investigations (9:00 am-5:00 pm)
8
295
421
Webinar
11/12/2021
Conducting a Remote Audit (8:30 am-12:30 pm)
4
185
264
Webcast
AW
11/18/2021
Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements (9:00 am-5:00 pm)
8
295
421
Webinar
AW
11/18/2021
U.S. GAAP: Review for Business and Industry and Public Accounting (9:00 am-5:00 pm)
8
295
421
Webinar
11/19/2021
Review Engagements (8:30 am-12:10 pm)
4
185
264
Webcast
W
11/19/2021
Common Deficiencies in SSARS Engagements (8:00 am-12:00 pm)
4
185
264
Webinar
W
11/29/2021
Accounting and Auditing Update for Small Businesses (9:00 am-1:00 pm)
4
185
264
Webinar
12/2/2021
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (8:30 am-12:10 pm)
4
185
264
COCPA
12/2/2021
The Bottom Line on the New Lease Accounting Requirements (12:30-4:10 pm)
4
185
264
COCPA
12/3/2021
Accounting and Auditing Update (8:30 am-12:10 pm)
4
185
264
Webcast
A
10
COCPA QuickSearch
Key W A A
Date
Course Title
CPE
NonMember member Fee Fee
Location
12/10/2021
Addressing Common Documentation Deficiencies (11:00 am-1:00 pm)
2
95
135
Webinar
12/13/2021
What Fraud Schemes Exist in Your Organization?
8
295
421
COCPA
16
700
1,000
COCPA
12/20-21/2021 SEC Reporting
ACCOUNTING & AUDITING – GOVERNMENTAL 11/3/2021
Impact of AICPA Activities on Governments and NFPs (2:30-4:10 pm)
2
95
135
Webcast
Y
11/8/2021
Governmental and NFP Accounting and Auditing (8:30 am-12:30 pm)
4
198
283
Pueblo
YA
12/7/2021
2021 Governmental and Not-for-Profit Annual Update
8
295
421
COCPA
YA
12/8/2021
Yellow Book: Staying Compliant With Government Auditing Standards
8
295
421
COCPA
11/10/2021
Regional Accounting and Auditing Conference
8
375
535
Webcast
12/15/2021
SEC and PCAOB Conference
8
375
535
COCPA
12/21/2021
Mix and Match Conference
8
375
535
Webcast
Y
CONFERENCES
FINANCE W
11/1/2021
CFO Series: Be the Best Part 2 (9:00 am-1:00 pm)
4
185
264
Webinar
W
11/15/2021
CFO Series: Numbers Rule the World Part 1 (9:00 am-1:00 pm)
4
185
264
Webinar
11/16/2021
Annual Update for Controllers
8
295
421
COCPA
11/17/2021
Coaching Skills for CPAs, Controllers and Financial Managers
8
295
421
COCPA
W
11/22/2021
CFO Series: Numbers Rule the World Part 2 (9:00 am-1:00 pm)
4
185
264
Webinar
W
12/20/2021
CFO Series: Preparing for Growth Part 1 (9:00 am-1:00 pm)
4
185
264
Webinar
W
12/27/2021
CFO Series: Preparing for Growth Part 2 (9:00 am-1:00 pm)
4
185
264
Webinar
W
1/27/2021
CFO Series: Developing Credibility Part 1 (9:00 am-1:00 pm)
4
185
264
Webinar
W
2/3/2021
CFO Series: Developing Credibility Part 2 (9:00 am-1:00 pm)
4
185
264
Webinar
W
2/10/2021
CFO Series: Advancedzzzz Skills Made Easy Part 1 (9:00 am-1:00 pm)
4
185
264
Webinar
A
November 2021
11
Key W
Date 2/17/2021
Course Title CFO Series: Advanced Skills Made Easy Part 2 (9:00 am-1:00 pm)
CPE
NonMember member Fee Fee
Location
4
185
264
Webinar
MANAGEMENT ADVISORY SERVICES 3/22/2022
Enterprise Risk Management: New Approaches for Today’s Complexities (9:00 am-5:00 pm)
8
295
421
Webinar
11/1/2021
Don Farmer’s 2021 Individual Income Tax Workshop (Maryland Webcast) (6:00 am-2:00 pm)
8
310
410
Webcast
11/2/2021
Tax Year in Review and 2021 Planning
8
395
564
Sterling
11/3/2021
Don Farmer’s 2021 Corporate Income Tax Workshop (Maryland Webcast) (6:00 am-2:00 pm)
8
310
410
Webcast
A
11/5/2021
Hottest Tax Topics for 2021
8
395
564
Boulder
W
11/9/2021
Managing Tax Obligations for Growing Your Business (12:00-1:00 pm)
1
0
10
Webcast
11/9/2021
Tax Year in Review and 2021 Planning
8
395
564
Pueblo
11/10/2021
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am-12:30 pm)
4
185
264
COCPA
11/10/2021
Reviewing Partnership Tax Returns: What Are You Missing? (1:00-5:00 pm)
4
185
264
COCPA
11/15/2021
Tax Year in Review and 2021 Planning
8
395
564
Glenwood Springs
11/16/2021
Annual Tax Update: Corporations and Pass-Through Entities
8
395
564
Glenwood Springs
11/18/2021
Tax Year in Review and 2021 Planning
8
395
564
Fort Collins
11/22/2021
Form 990: Mastering its Unique Characteristics (9:00 am-5:00 pm)
8
295
421
Webinar
11/30/2021
Tax Year in Review and 2021 Planning
8
395
564
Boulder
12/1/2021
Annual Tax Update: Corporations and Pass-Through Entities
8
395
564
Fort Collins
12/7/2021
Tax Year in Review and 2021 Planning
8
395
564
Durango
A
12/9/2021
Multistate Income Tax
8
295
421
COCPA
A
12/10/2021
S Corporations: Key Issues, Compliance, and Tax Strategies
8
295
421
COCPA
12/10/2021
Integrated Estate, Financial, and Asset Protection Planning--A Breakthrough Approach (9:00 am-5:00 pm)
8
295
421
Webinar
W
TAX
A
AW
A
W
12
COCPA QuickSearch
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
12/14/2021
Tax Year in Review and 2021 Planning
8
395
564
Westminster
12/16/2021
Tax Year in Review and 2021 Planning
8
395
564
COCPA
W
12/16/2021
Tax Research I (9:00 am-1:00 pm)
4
185
264
Webinar
W
12/16/2021
Tax Research II (1:00-5:00 pm)
4
185
264
Webinar
AW
12/17/2021
Intermediate Individual Taxation (9:00 am-5:00 pm)
8
295
421
Webinar
1/6/2022
Colorado Income Tax – Decoupling from the IRC (8:30-11:30 am)
3
149
213
COCPA
1/19/2022
Don Farmer Federal Tax Update
8
425
607
TBD
CPExpress
Convenience. Learning. Value. Get unlimited online access to quality CPE courses from AICPA subject matter experts on essential topics including Tax, Accounting, Assurance, Ethics, Employee Benefits Plan, Not-For-Profit, Fraud and Forensics and more.
Learn more at COCPA.org/CPExpress November 2021
13
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
TAX YEAR IN REVIEW AND 2021 PLANNING
with
Toby Clary
Join us for our Tax Year in Review course! In order to continue providing regionally specific updates and to help foster conversations and connections, a specific date has been chosen for your area.
FIND A WEBCAST SCHEDULED FOR YOUR REGION November 2
STERLING
November 30
BOULDER
November 9
PUEBLO
December 7
DURANGO
November 15
GLENWOOD SPRINGS
December 14
WESTMINSTER
November 18
FORT COLLINS
December 16
COCPA & WEBCAST
REGISTER ONLINE AT
COCPA.ORG/TAX-REVIEW