2020 CPE Catalog

2020 CPE CATALOG CONFERENCES • SEMINARS • WEBINARS • WEBCASTS

ALL CLASSES WILL BE HELD IN A VIRTUAL FORMAT THIS YEAR

membership matters CPE REQUIREMENTS

advocacy The UACPA serves as a voice for the profession

Receive Utah's Laws & Rules class free ($100 value)

leadership Develop skills while serving the community

benefits

NEWS AND RESOURCES

education

connection

Save money on products and services

Members Receive Discounts on classes

Stay current with local news and developments

Network with your peers and meet others through your local chapters.

The UACPA was formed in 1920 and has served Utah's CPAs for the past 100 years.

It is our mission to support professionals through advocacy, professional education, leadership development, networking and community service that helps CPAs succeed in a competitive and changing world. Members make a difference.

enhance your career and join today. uacpa.org/join

ExecutiveBoard

president...................................................... Jay Niederhauser president-elect.................................................. Stacy Weight

Contents Welcome............................................................................... 4

vice president................................................... Ray Langhaim treasurer.........................................Aubrey Bickmore Neeley secretary............................................................ Troy Runnells member-at-large.................................................. Nate Staheli member-at-large.................................................Katrina Baird

Frequently Asked Questions............................................. 4 Class Listing and Categories............................................ 6

emerging professionals............................... Katie Chandler immediate past president...........................Monica Gardner aicpa council........................................................... Paul Skeen

Registration Form................................................................ 7

ceo.......................................................................... Susan Speirs

Chapters ............................................................................... 8

UACPAStaff

ceo.......................................................................... Susan Speirs communications/marketing and

2020 Conference Schedule .............................................. 9 Specialty Courses, Business & Industry Series............. 9

editor of the journal entry......................... Amy Spencer cpe manager.......................................................April Deneault financial director...................................................Tom Horn

Series: Lecture Series and Tech Talks...........................11

membership development................................Tyler Hodges

UACPA Virtual Courses ...................................................12

Contact Us 136 S. Main Street, Suite 510 Salt Lake City, UT 84101 phone: 801-466-8022 email: mail@uacpa.org web: uacpa.org

Webcast Partners .............................................................13 Awards Party At Home.....................................................14 All In One Ethics + Utah Laws & Rules Course............15

Cover photo by Kelly Badger

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Frequently Asked Questions About Licensure

About CPE

What is the continuing education requirement in Utah? In order to maintain a Utah license, CPAs must obtain 80 hours of continuing professional education (CPE) during a two-calendar year period. The current reporting period runs January 1, 2019 through December 31, 2020.

Is there a minimum number of hours I need to obtain in one subject area? Yes. With the ethics requirement, you need to obtain three hours of ethics credits and one hour of Utah laws and rules. For your remaining 76 hours, we highly recommend that you create a learning plan and take a broad range of topics to increase your overall knowledge and professional competence.

If I am not licensed in Utah, but would like to transfer my license, what do I need to do? To become licensed in Utah, you need to submit your license to the Department of Occupational and Professional Licensing and submit your scores for the Utah Laws & Rules Exam and the AICPA Ethics Exam.

Licensing Questions For questions on renewing as related to CPE, the Department of Occupational and Professional Licensing can assist you.

Department of Occupational and Professional Licensing Phone: 801-530-6628 Website: dopl.utah.gov

I can’t always make it to UACPA classes and conferences, what are my options for self-study and web courses?

Finding a class is as simple as selecting "CPE" when you visit uacpa.org. Filter class selections to “Webinars/ Webcasts” in the categories section to find the course best suited to your needs.

Is there a limit to how many hours I can complete with online courses? No. There is no restriction on the number of hours you may spend in group-study (live courses, group presentations), self-study or in-house training. Formal correspondence or other individual study programs must satisfy the “Standards for Programs Which Qualify” as stated in the rules of the Utah State Accountancy Statute as appropriate. The Utah State Board of Accountancy or the Utah CPE Registry will determine if the number of credit hours recommended is equivalent to the hours as determined under subsection (1)(l) of the Utah CPA Licensing Act & Rule.

Who determines the programs that qualify for CPE credit?

The topics that qualify for CPE credit are determined by the Utah State Board of Accountancy. The rule is listed in detail under the CPA Licensing Act, Section R156-26-303B, Continuing Professional Education (CPE). Through an agreement with DOPL, the UACPA is the Utah CPE Registry.

CPE approval applications (www.uacpa.org/cpeapproval) will be reviewed and returned within seven business days of submission.

About the the Ethics Requirement CPAs in Utah are required to earn three hours of ethics education and one hour of Utah laws and rules as part of their 80 hours of CPE. What is the new ethics requirement in Utah? The language of R156-26a-303b(2)(a) states: The 80 hours shall include at least one hour of education on the Utah Certified Public Accountant Licensing Act and Certified Public Accountant Licensing Act Rule and at least three hours of ethics education which shall cover one or more of the following areas: The AICPA Code of Professional Conduct, case-based instruction focusing on real-life situational learning, ethical dilemmas faced by accounting professionals, or business ethics.

What classes can I take to fulfill this new requirement? The UACPA has produced a webcast that meets the requirements of the Utah laws and rules. It is available on the UACPA website and is free to members. UACPA conferences typically have an ethics breakout or section as well. You can also register for other ethics courses at www.uacpa.org/ethics.

If I'm licensed in another state, do I have to take the ethics course? If you are licensed in another state you must comply with your state's ethics requirements. Should you choose to also be licensed in the state of Utah, you will be required to comply with the Utah ethics requirement.

How do I report my CPE with the new requirement?

The Department of Occupational and Professional Licensing requires all hours to be reported online at dopl.utah.gov/cpa/ cpe.html. The form will ask you to report on the ethics courses you took during the cycle.

How do I know if the course I am taking qualifies for the Utah ethics requirement? Preapproved classes will be listed at www.uacpa.org/ethics. If your class is not listed there, you can submit an application to the Utah CPE Registry through www.uacpa.org/cpeapproval. CPE approval applications will be reviewed and returned within seven business days of submission.

FREE CPE Earn up to 10+ hours of CPE at no cost

UACPA members have an opportunity to earn CPE for free.

• Free monthly Tech Talks • Free quarterly Legislative Updates • The Utah Laws & Rules webinar ($100 value) Additionally, members can save up to $250 on conferences (or $50 each).

It pays to be a UACPA member.

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Find Courses With more than 4,000 online courses, 7 conferences and 50 group study courses available, the Utah Association of CPAs is pleased to offer a robust selection of CPE. All courses are listed when selecting CPE from the UACPA website. Courses are in order by date. Filter classes by category by selecting the course type from the dropdown menu.Use the drop down to select the class category. interested in. Categories include the following:

Business & Industry Series CPAs working in Business and Industry can find relevant topics at this lunch series.

Chapter/Forum

COVID-19

Find CPE courses offering guidance on the impact of COVID-19, CARES Act and Paycheck Protection Program (PPP) Loans and more.

Connect with UACPA members and CPAs who live in your geographic region by participating in chapter meetings.

Ethics

Conference

Lecture Series

Find an array of topics related to your field of work at conferences that feature lectures and panel discussions.

Fulfill the three hours of required ethics CPE with the courses listed here.

Topics relevant to Utah's CPAs are part of this statewide lecture series sponsored by the Downtown Chapter.

Tech Talks

We have teamed up with Netwize to deliver updates to technology that impact CPAs and their work.

UACPA Virtual Courses

These classes are exclusive to UACPA members and provide the opportunity to network.

Webcast/Webinar

These clases, provided by our partners, provide a digital learning platform.

Laws & Rules Webinar

As part of the Utah Certified Public Accounting Licensing Act Rule, one hour of Utah Laws & Rules is required per reporting period.

This requirement can be fulfilled by taking the Utah Laws & Rules course offered at various times by the UACPA. It can be taken at any time at uacpa.org/LawsRulesWebinar. The course is free for members and $100 for nonmembers.

Register for Classes

CPE Registration Form

Online: Make your selection and pay online at uacpa.org

Name

Call: Let us know what classes you are interested in attending and we can get you signed up online. Call us Monday through Friday between 7 a.m. and 4 p.m. at 801-466-8022.

Firm/Organization

Mail: Send your completed registration form with check or credit card information to the UACPA, 136 S. Main Street, Ste 510, Salt Lake City, UT 84101.

Address

Business Phone

City/State/ZIP Email Check all that apply: q q

CPA q UACPA Member q

Event Date

Not a CPA Non-Member

Event Name

Fee

Total Fees____________ q Visa q MasterCard q American Express q q Check Enclosed

Track Your CPE Online UACPA members have the benefit of an online CPE tracker that can be accessed through your UACPA profile.

UACPA sponsored courses will automatically be posted to the online transcript as soon as possible after the course is held. Members may add non UACPA courses to the Tracker at any time. The online transcript can be printed or emailed for easy record keeping.

Discover

Cardholder Name Card Number Expiration Date

CVV

Return form via mail to 136 S. Main Street, Suite 510, Salt Lake City, UT 84101.

To receive the UACPA early registration discount, registration form and monies MUST be received by the early registration date listed. Members of both the AICPA & UACPA receive the lowest possible price on AICPA courses when registering early.

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Chapters UACPA Chapters are a great way to stay connected to your peers in your area, and to the profession as a whole.

Geographically dispersed, UACPA Chapters have a variety of activities that include local meetings to discuss technical and business issues.

Cache Valley | Northern portion of Utah including Logan and the surrounding area Color Country | St. George and surrounding areas Cedar Breaks | Cedar City Downtown | Salt Lake City and surrounding areas Mountain | Park City and surrounding areas Northern Chapter | Ogden and surrounding areas Southern Chapter | Provo, Orem and surrounding areas Uintah Basin Chapter | Vernal, Roosevelt and surrounding areas

UNLIMITED WEBINAR PACKAGES

Get unlimited access to Surgent's CPE catalog. More than 40 webinars are offered every week, including weekends, airing at a variety of convenient times throughout the day and evening.

Choose your package at uacpa.org/surgentwebinarpackage

Members get 25 - 40% off

Conferences

Sept. 18

Business & Industry Virtual Conference Time: 8 a.m. – 4 p.m.

Location: Virtual Conference Cost: $250; $199 for members

Nov. 17

Dec. 4

Time: 8 a.m. – Noon Location: Virtual Conference Cost: $50; $35 for members

Time: 8 a.m. – 4 p.m.

Location: Virtual Conference Cost: $250; $199 for members

Dec. 10 – 11

Dec. 17 – 18

Time: 8 a.m. – 4 p.m.

Location: Virtual Conference Cost: $350; $300 for members

Time: 8 a.m. – 4 p.m.

Location: Virtual Conference Cost: $450; $400 for members

UACPA Nonprofit Conference

Accounting & Auditing Conference

REGISTER

801.466.8022

UACPA.ORG

Annual Conference

Technology Conference

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COVID-19

The pandemic has impacted the personal and professional lives of everyone. These CPE courses will help guide professionals and their clients on the impact of COVID-19, CARES Act, Paycheck Protection Program (PPP) Loans and more.

Ethics CPAs renewing their license in Utah need three ethics credits each reporting period. The ethical responsibilities of a CPA is part of the day-to-day work. The AICPA Code of Professional Conduct establishes the fundamental principles of professional ethics.

Business & Industry Series CPAs working in business and industry will find topics relevant to their field with one-hour lessons from leaders who are inspiring the profession.

Wednesday, Sept. 16 Artificial Intelligence Tuesday, Oct. 20 Ethics Tuesday, Nov. 18, Payroll Wednesday, Dec. 16 State Tax Update

Lecture Series The UACPA lecture series provides a one-hour lesson from leaders who are inspiring the profession.

Register for the following sessions at uacpa.org/ lecture Wednesday, Sept. 9 Your Input to UACPA Strategic Planning Wednesday, Oct. 14 PPP Loan Forgiveness

Tech Talks These free one-hour session, give CPAs the opportunity to get the latest on technical topics that keep you ahead of the curve. Register for these classes at uacpa.org/techtalk Wednesday, Aug. 26 Virtual Etiquette and Productive Meetings Wednesday, Sept. 23 Virtual Collaboration Wednesday, Oct. 28 Securing the Virtual Office

Wednesday, Nov. 11 Social Security Wednesday, Dec. 9 UACPA Update

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UACPA Virtual Courses CPECourseSchedule

Register online at uacpa.org, or call the UACPA office at 801-466-8022.

DATE

CPE

COURSE TITLE

INSTRUCTOR

VENDOR

NONMEMBER MEMBER FEE* FEE

OCTOBER 10/16/20

8

Accounting & Auditing Update for Small Businesses

Marty Van Wagoner

AICPA

$190

$345

10/19/20

8

Audits of 401(k) Plans: New Developments and Critical Issues

Curtis Quickel

Surgent

$290

$345

10/20/20

8

Construction Contractors: Critical Accunting, Auditing, and Tax Issues

Curtis Quickel

Surgent

$290

$345

10/21/20

4

Preparation, Compilation, and Review Engagements: Update and Review

Marty Van Wagoner

AICPA

$170

$195

10/21/20

4

Revenue and Cash Receipts: Common Frauds and Internal Controls

Marty Van Wagoner

AICPA

$170

$195

10/22/20

8

Annual Update for Controllers

Curtis Quickel

AICPA

$290

$345

10/23/20

8

Analytics and Big Data for Accountants

Curtis Quickel

AICPA

$290

$345

10/26/20

8

K2's Case Studies in Fraud and Technology

TBD

K2

$290

$345

10/27/20

8

K2's Office 365 - All the Things You Need to Know

TBD

K2

$290

$345

10/30/20

4

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know

Marty Van Wagoner

AICPA

$170

$195

10/30/20

4

The Bottom Line on the New Lease Accounting Requirements

Marty Van Wagoner

AICPA

$170

$195

11/5/20

8

Governmental and Not-for-Profit Annual Update

Roger Cusworth

AICPA

$290

$345

11/6/20

8

Real-World Frauds Foundin Governments and Not-for-Profits

Roger Cusworth

AICPA

$290

$345

11/9/20

4

All-in-One Ethics

Susan Speirs & Marty Van Wagoner

UACPA/AICPA

$99

$150

11/11/20

8

CFO/Controller's Roadmap to Success: Integrated Planning, Forecasting and Budgeting

Ron Kral

Surgent

$290

$345

11/12/20

8

Enterprise Risk Management for Small and Medium-Sized Companies

Ron Kral

Surgent

$290

$345

11/13/20

8

AICPA's Annual Federal Tax Update

Michael Blackburn

AICPA

$200

$345

november

11/16/20

4

Section 199A: Applications and Challenges

John Sherrik

Surgent

$170

$195

11/16/20

4

Section 199A: Schedule K-1 Reporting by Relevan Pass Through Entities

John Sherrik

Surgent

$170

$195

11/16/20

4

All-in-One Ethics

Susan Speirs & Marty Van Wagoner

UACPA/AICPA

$99

$150

11/17/20

4

Required Minimum Distributions: Compliance and Planning

John Sherrik

Surgent

$170

$195

11/17/20

4

Succession Planning for the Small Business Owner: Finding the Exit Ramp

John Sherrik

Surgent

$170

$195

11/18/20

8

Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes

Anne Layne

AICPA

$290

$345

11/19/20

8

Forensic Accounting Investigative Practices

Anne Layne

AICPA

$290

$345

11/20/20

8

Annual Update for Accountants and Auditors

Marty Van Wagoner

AICPA

$200

$345

11/30/20

8

K2's Excel Financial Reporting and Analysis

TBD

K2

$290

$345

CPECourseSchedule

Register online at uacpa.org, or call the UACPA office at 801-466-8022.

DATE

CPE

COURSE TITLE

INSTRUCTOR

VENDOR

NONMEMBER MEMBER FEE* FEE

December 12/1/20

4

K2's Best Word, Outlook and Powerpoint Features

TBD

K2

$170

$195

12/1/20

4

K2's Advanced Quickbooks Tips and Techniques

TBD

K2

$170

$195

12/7/20

4

Reviewing Individual Tax Returns: What Are You Missing?

Peter Towle

AICPA

$170

$195

12/7/20

4

Social Security and Medicare: Maximizing Retirement Benefits

Peter Towle

AICPA

$170

$195

12/8/20

8

Hottest Tax Topics for 2020

Peter Towle

AICPA

$290

$345

12/14/20

8

Accounting and Reporting for Not-for-Profit Organizations

John Georger, Jr.

AICPA

$290

$345

12/15/20

8

The New Yellow Book: Government Auditing Standards, 2018 Revision

John Georger, Jr.

AICPA

$290

$345

12/21/20

4

Reviewing Partnership Tax Returns: What Are You Missing?

David Peters

AICPA

$170

$195

12/21/20

4

Reviewing S Corporation Tax Returns: What Are You Missing?

David Peters

AICPA

$170

$195

12/22/20

8

Intermediate Individual Taxation

David Peters

AICPA

$290

$345

*Early-bird pricing available for classes when registering at least two weeks in advance. (Excludes 4-hour courses and core training courses) AICPA members receive an additional $30 off the price of each 8-hour course (excluding 4-hour courses and core training courses) where the AICPA is listed as the vendor. Use promo code AICPA8 for 8-hour courses.

Webcasts/Webinars Through our trusted partners, the UACPA offers more than 4,000 webinars that are tailored to your CPE needs. As a member of the UACPA, these providers offer reduced pricing for these courses.

Visit uacpa.org/webinar to find webcasts and webinars.

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Annual Awards 2020 At Home Edition Sept. 24 at 7 p.m.

Celebrate CPAs from the comfort of your home. You provide the venue and food, we’ll provide the pre-recorded program! Use this checklist to enjoy the event at home: ___ RSVP at uacpa.org/2020awards RSVP before Sept. 4 and be entered into a drawing for prizes.

Winners will be announced during the show.

___ Invite Your Guests (Kids, Pets, Quarantine Buddies) Tell them about the show and let them know the dress code. ___ Plan Your Space Can everyone sit comfortably? Make sure there are blankets and snacks.

___ Dine Support a local restaurant for takeout or make a fancy dinner.

___ Watch the Show You will receive an email with the link to a 20-minute awards show. Enjoy!

___ Dazzle Your Guests Provide a swag bag. Put a surprise under your guest’s seat (we will announce this in the video). Finally, tell them how much you appreciate them supporting you as a CPA.

___ Save The Date For The 2021 Awards & Inauguration Banquet The rescheduled event will be Sept. 23, 2021 with Ken Jennings!

It's a Do-it-yourself affair. You can dress for a night on the town and feast on your favorite restaurant or you can enjoy leftovers while watching on your laptop.

There are no rules.

Join your peers in this virtual event to celebrate CPAs in Utah.

Register for this free event at uacpa.org/2020awards.

ALL IN ONE

ETHICS AND UTAH LAWS & RULES

Nov. 9 Nov. 16

1 hour of Utah laws & Rules | Susan Speirs will walk you through one (1) CPE hour of the required learning.

3 hours of Ethics | Marty Van Wagoner will lead the course on "Ethics and Professional Conduct: Updates and Practical Applications" for three (3) CPE hours.

7:30 - 11 A.M. ON ZOOM $150; $99 FOR MEMBERS Register at uacpa.org

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Utah Association of CPAs 136 S. Main Street, Suite 510 Salt Lake City, UT 84101

Nonprofit Org. U.S. Postage PAID Salt Lake City, UT Permit No. 1996

LEADERSHIP RECHARGE Get a preview (or refresher) of the Leadership Academy experience at this two-day virtual workshop. This collaborative experience will boost your strengths-based leadership.

November 11 - 12 | 1 - 2:30 p.m. $100 for three hours of CPE | Discussion lead by Dan Griffiths, CPA 16

2020 CPE Catalog