COCPA Quicksearch: November 2021

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

8

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