2024 Navigator

NAVIGATOR THE

UTAH ASSOCIATION OF CPAS | 2024

CPE CATALOG AND MEMBERSHIP GUIDE

BUCKLE UP FOR YOUR MEMBERSHIP ROAD TRIP Forget scenic detours, this road trip through UACPA membership will elevate your experience in

the profession. Gear up for exclusive discounts on CPE courses, fuel your career with leadership development, and network with fellow travelers at chapter events. Let your UACPA membership benefits co-pilot you to a fulfilling career.

ADVOCACY BREAKING NEWS + COMMUNICATION

UACPA champions CPAs in the legislature, NASBA, DOPL and beyond, advocating for the profession’s value.

Never miss a beat! Regular email updates and our quarterly publication, the Journal Entry, keep you in the loop.

LEADERSHIP DEVELOPMENT Sharpen your skills and become a better leader. Our exclusive Leadership Academy retreat awaits new CPAs who want to serve and give back.

CPE Members save on all CPE (webinars, conferences, events), plus get Utah’s free Laws & Rules credit ($125 value).

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U A C PA N AV I G AT O R 2 0 2 4

2024 CPE CATALOG + MEMBERSHIP GUIDE Utah Association of Certified Public Accountants 15 W. South Temple, Ste 1625 Salt Lake City, UT 84101 801-466-8022 mail@uacpa.org www.uacpa.org

Frequently Asked Questions about CPE ................................................. 4 CEO's Message ......................................................................................... 5

Learning Navigating the UACPA Website ................................................................ 6

Managing Editor Amy Spencer as@uacpa.org

UACPA Conferences/Chapters ................................................................ 7 Free CPE, All in One Ethics, and Utah Laws & Rules .............................. 8 UACPA Virtual Courses. .......................................................................... 10

2024 - 2025 UACPA Executive Board President: Jason Tomlinson, CPA President-Elect: Dan Frei, CPA Vice President: Amy Anholt, CPA Treasurer: David Peaden, CPA Secretary: Shalaun Howell, CPA Member-at-Large: Clinton Armstrong, CPA Member-at-Large: Marci Butterfield, CPA Emerging Professionals: Ariane Gibson, CPA Immediate Past President: Dustin Wood, CPA AICPA Council: Stacy Weight, CPA CEO: Susan Speirs, CPA

UACPA Staff CEO: Susan Speirs Membership & CPE Director: April Deneault Communications & Marketing Director: Amy Spencer Financial Director: Tom Horn

Membership Membership Overview ............................................................................ 14 News & Resources .................................................................................. 16 Events/Member Discounts and Benefits ............................................... 17 Advocacy/ The CPA Pipeline .................................................................. 18 Emerging Professionals ......................................................................... 19 Volunteer ................................................................................................. 20 Committees/Leadership Council ........................................................... 21 2023-2024 Board Members/UACPA Staff ............................................. 22 Strategic Plan/Mission, Vision and Values ........................................... 23

U A C PA N AV I G AT O R 2 0 2 4

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LICENSING + CPE FAQS We can help you navigate the details that come with renewing your CPA license. If you don’t see the answer to your questions here, visit our complete FAQ online at uacpa.org/cpefaq Where do I report my CPE? As of 2024, Utah CPAs will report through CPE Audit Service at cpeauditservice.com.

Learn how to set up your account and log your hours at uacpa.org/reportingcpe.

Is there a minimum number of hours I need to obtain in one subject area? Yes. 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.

LICENSING QUESTIONS For questions on renewing your license, the Division of Professional Licensing (DOPL) can assist you.

Division of Professional Licensing Phone: 801-530-6628 Email: b6@utah.gov Website: dopl.utah.gov

REQUIRED CPE FOR ETHICS AND When is the reporting period in Utah? The current reporting UTAH LAWS + RULES period runs January 1, 2023 through December 31, 2024.

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.

Can I take all of my CPE in one year? Yes. How do I get my class or conference approved for CPE credit? The topics that qualify for CPE credit are determined by the Utah State Board of Accountancy. Through an agreement with DOPL, the UACPA is the Utah CPE Registry.

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

If I am not licensed in Utah, but would like to transfer my license, what do I need to do? You need to submit an application for Utah licensure to the Division of Professional Licensing and submit your scores for the Utah Laws & Rules Exam and the AICPA Ethics Exam.

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What is the ethics CPE requirement in Utah? 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? Every year, the UACPA produces an updated webcast that meets the requirements of the Utah laws and rules. It is available on the UACPA website and is free to members. Find it at uacpa.org/ lawsandrules. UACPA conferences typically have an ethics breakout or section as well. You can also find a large selection of ethics courses on the UACPA website.

U A C PA N AV I G AT O R 2 0 2 4

WELCOME Whether you are a brand new CPA or a seasoned UACPA member, we welcome you to the 2024-2025 edition of our CPE catalog and membership directory. Every year we look forward to showcasing our robust CPE schedule and reminding you of the array of benefits you get by being a member.

Plan your fall learning by exploring our list of classes, conferences and even free CPE options. Not seeing exactly what you want?

Refine your search at uacpa.org/cpe to find more than 12,000 webinars and on-demand courses.

Member benefits and learning come together with our free CPE series in specific categories for Business and Industry Lunch and Learns, Tech Talks, the Lecture Series and — new this year — the Artificial Intelligence Series. One of our most popular member benefits is the free Utah Laws & Rules course that you can watch at any time. This required course (a $125 value) is required for Utah CPAs. Please take a moment to reacquaint yourself or learn about the array of benefits that come with being a UACPA member. We hope to connect with you as a volunteer, task force member or simply through CONNECT, our private message board exclusive to members.

We hope you will keep this guide handy and maximize your UACPA membership.

Sincerely,

Susan Speirs, CPA, CGMA CEO, Utah Association of CPAs ss@uacpa.org | 801.834.6635

U A C PA N AV I G AT O R 2 0 2 4

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FIND CPE Finding CPE to fit your needs is simple. When you select “CPE + Events” from the homepage, you will be directed to our robust catalog, filled with thousands of CPE courses that will meet your needs. If you don’t see it right away, you can send us a message on our chat where someone from the UACPA team will guide you to the information you want.

Ethics Classes Chapter Meetings & Special Events

Webinars

UACPA Conferences & Classes

See All Classes

Filter classes to find what you need based on date or topic. You can also search by vendor, credit range

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Self Study & On Demand

U A C PA N AV I G AT O R 2 0 2 4

Chat with us live between 7 a.m. and 3 p.m. Monday through Friday www.uacpa.org/cpe

CONFERENCES The following conferences are held annually and curated by volunteer members of the UACPA.

State & Local Government Conference MAY 10

Time: 8 a.m. – 4 p.m.

Location: Little America Hotel CPE: 8 hours

Annual Conference

DECEMBER 12 - 13 Annual Conference Time: 8 a.m. – 4 p.m.

Location: Live & Virtual CPE: 16 hours

Rocky Mountain Technology Conference

DECEMBER 19 - 20 Time: 8 a.m. – 4 p.m.

Location: Virtual CPE: 16 hours

CHAPTERS

Spanning Utah’s major cities and surrounding regions, the UACPA’s chapters provide CPAs with opportunities to connect with peers at local meetings.

CACHE VALLEY Northern Utah and Logan

DOWNTOWN Salt Lake City

SOUTHERN Provo and Orem

COLOR COUNTRY St. George

MOUNTAIN Park City and Heber

UINTA BASIN Vernal and Roosevelt

CEDAR BREAKS Cedar City

NORTHERN Ogden and Brigham City

U A C PA N AV I G AT O R 2 0 2 4

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FREE CPE

BUSINESS & INDUSTRY SERIES The Business & Industry council offers monthly programs with speakers and business tours on timely topics.

•

More Dates TBA

TECH TALKS Sharpen your tech skills with this monthly series that explores cutting-edge developments with expert insights and a live Q&A. • • • • •

Aug. 20 – Managed Detection & Response Sept. 17 – Modernized IT Infrastructure Oct. 15 – TBD Nov. 19 – TBD Jan. 21– TBD

ALL IN ONE ETHICS

Friday, October 18 CPE: Four (4) hours; 1 hour Utah Laws & Rules and 3 hours Ethics 8 - 11:30 a.m.

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AI SERIES

Unleash the power of AI and explore the fascinating world of artificial intelligence. This series covers its foundations to real-world applications.

• • • • •

Sept. 12 – Introduction to AI & Key Vendors Oct. 1 – Automation in Finance: RPA vs. APA vs. AI Nov. 14 – Ethical Use: The Ultimate guide Dec. 12 – AI Application in Finance for Better Pricing Jan. 9 – Workshop on AI and RPA in Tax and M&A

LECTURE SERIES

The lecture series tackles critical topics for accountants, from tax updates to emerging technologies. Gain insights, earn CPE credit, and connect with industry leaders.

• •

Aug. 14 – UACPA Update More Dates TBA

Utah Laws Rules

and

CPAs in Utah are required to earn one (1) hour of Utah Laws & Rules per reporting period. The UACPA’s Laws & Rules webinar fulfills that requirement and is free to members ($125 value).

UACPA Virtual Courses CPECourseSchedule Register online at uacpa.org/cpe.

DATE

CPE

COURSE TITLE

INSTRUCTOR

MEMBER FEE*

NONMEMBER FEE

August 8/13/24

2

Retirement Planning Update Everything that you Need to Know

Mary Jane Hourani

$105

$120

8/14/24

8

K2’s Excel Pivot Tables for Accountants

Lawrence McClelland

$270

$320

8/19/24

8

Postmortem Estate Planning: Navigating Decendent’s Estate Issues

Arthur Werner

$270

$320

8/20/24

8

K2’s Business Continuity - Best Practices for Managing the Risks*

Brian Tankersley

$275

$375

8/21/24

8

K2’s Microsoft Access - Tables, Queries, and Beyond*

Brian Tankersley

$275

$375

8/22/24

8

K2’s QuickBooks for Accountants*

Bian Tankersley

$275

$375

8/26/24

8

Estate Planning Issues for the Non-Traditional Client: Navigating Legislative Changes and Maximizing Techniques

Arthur Werner

$270

$320

September 9/6/24

8

Preparing Not-for-Profit Financial Statements

Martha Lindley

$280

$330

9/10/24

2

IRAs: What You Need to Know About Contributions, Conversions and Distributions

Gregory White

$105

$120

9/10/24

8

K2’s Advanced Excel

Lawrence McClelland

$270

$320

9/11/24

2

Combating Internal Fraud

Karl Egnatoff

$105

$120

9/11/24

2

Conflicts of Interest - A New Approach

James Rigos

$105

$120

9/13/24

8

Advanced Topics in a Single Audit

Diane Edelstein

$270

$320

9/13/24

4

Preparation and Compilation Engagements Under the SSARS

Hunter Cook

$175

$200

9/16/24

8

CFO - Advanced Profit Enhancements

Robert Berry

$280

$330

9/17/24

8

Annual Update for Accountants and Auditors

Bruce Shephard

$270

$320

9/18/24

8

Advanced Audits of 401(k) Plans: Best Practices and Current Developments

Robert Bedwell

$280

$330

9/18/24

8

Income Tax Accounting

Dennis Riley

$270

$320

9/19/24

2

Complying with the Corporate Transparency Act: A Guide for Client Protection

Arthur Werner

$105

$120

9/20/24

2

Guide to the Corporate Transparency Act for Accounting and Finance Professionals

9/24/24

8

K2’s Next Generation Excel Reporting*

9/24/24

4

9/24/24

2

9/25/24

4

9/25/24

4

9/25/24

8

Audits of ERISA Plans with a Focus on 401(k) Plans

9/25/24

8

Surgent’s Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions

9/26/24

4

9/26/24

4

9/26/24

2

Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times

Nicola Joseph

$105

$120

Lawrence McClelland

$275

$375

Finance Business Partnering: Successful Business Models and Strategic Choices

Clare Levison

$175

$199

Guide to Partner Capital Account Reporting

William Dowis

$105

$120

K2’s Data Analytics For Accountants and Auditors*

Lawrence McClelland

$180

$205

K2’s Implementing Internal Controls in QuickBooks Environments*

Lawrence McClelland

$180

$205

Joann Cross

$270

$320

Arthur Auerbach

$280

$330

K2’s Improving Productivity With Microsoft 365/Office 365 Cloud Applications*

Lawrence McClelland

$180

$205

K2’s Introduction To Excel Macros*

Lawrence McClelland

$180

$205

Lydia Stutesman

$105

$120

AICPA members receive an additional $30 off the price of some 8-hour courses. Log into account to see applicable discount. * Members receive a 10% discount when registering at least 2 weeks in advance.

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U A C PA N AV I G AT O R 2 0 2 4

DATE

CPE

COURSE TITLE

INSTRUCTOR

MEMBER FEE*

NONMEMBER FEE

$270

$320

september CoNt. 9/27/24

8

The Complete Guide to Estate Administrations: Navigating the Role in Estate Planning

Arthur Werner

9/27/24

4

Employer’s Handbook: Health Care, Retirement, and Fringe Benefit Tax Issues

Michael Reilly

$175

$200

9/30/24

2

IRS Audit and Appeals Process: Protecting Your clients

Gregory White

$105

$120

9/30/24

8

K2’s budgeting and Forecasting Tools and Techniques

Brian Tankersley

$270

$320

8

Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships

Michael Reilly

$280

$330

oCtober 10/8/24 10/8/24

8

Forensic Accounting: Fraud Investigations

Anne Marchetti

$270

$320

10/9/24

4

Annual FASB Update and Review

Philip Marciano

$175

$200

10/10/24

8

CFO - Chief Reviewer

Steve Boussom

$280

$330

10/10/24

8

How to Settle a Client’s Estate

Inibehe Adesanya

$280

$330

10/15/24

4

Critical Issues That CPAs in Industry Will Need to Face This Year

Carl Schultz

$175

$200

10/15/24

8

K2’s Business Continuity - Best Practices for Managing the Risks

Brian Tankersley

$270

$320

10/16/24

8

Governmental Accounting and Auditing Update

Roger Cusworth

$270

$320

10/16/24

2

Professional Fiduciary Duty

James Rigos

$105

$120

10/17/24

8

CFO - Employees Today and Tomorrow

Brian Maturi

$280

$330

10/21/24

8

Current Developments and Best Practices for Today’s CFOs and Controllers

Arthur Pulis

$280

$330

10/22/24

2

Defining Where and Why Internal Controls are Needed

Karl Egnatoff

$105

$120

10/23/24

4

Guide and Update to Compilations, Reviews, and Preparations

Robert Wells

$175

$200

10/25/24

8

A Comprehensive Guide to Optimizing Retirement Planning: Maximizing Your Clients’ Financial Future

Arthur Werner

$270

$320

10/25/24

4

Guide to Payroll Taxes and 1099 Issues

Arthur Auerbach

$175

$200

10/28/24

8

Surgent’s Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs

Inibehe Adesanya

$280

$330

10/29/24

4

K2’s Microsoft Teams*

Steve Yoss

$180

$205

10/29/24

4

K2’s Securing Your Data: Practical Tools for Protecting Information*

Steve Yoss

$180

$205

10/29/24

8

Preparing Individual Tax Returns for New Staff and Paraprofessionals

Michael Reilly

$280

$330

10/30/24

4

K2’s Small Business Accounting Shootout*

Steve Yoss

$180

$205

10/30/24

4

K2’s Technology Update*

Steve Yoss

$180

$205

10/31/24

4

K2’s Testing and Auditing Excel Workbooks*

Steve Yoss

$180

$205

10/31/24

4

K2’s Top PDF Features You Should Know*

Steve Yoss

$180

$205

10/31/24

8

Hot IRS Tax Examination Issues for Individuals and Businesses

Joel DiCicco

$280

$330

10/31/24

8

K2’s Business Intelligence, Featuring Microsoft ’s Power BI Tools

Lawrence McClelland

$270

$320

In partnership with COCPA

STRATEGIC INSIGHT For CPAs and Finance Professionals Oct. 23, 2024

U A C PA N AV I G AT O R 2 0 2 4

11

DATE

CPE

COURSE TITLE

INSTRUCTOR

MEMBER FEE*

NONMEMBER FEE

November 11/1/24

4

Individual Income and Tax Compliance Annual Update

Richard Lahijani

$174

$199

11/4/24

8

Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-in Forms

Inibehe Adesanya

$280

$330

11/5/24

4

The Bottom Line on the New Lease Accounting Requirements

Roger Cusworth

$174

$199

11/5/24

8

The Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas

James Gardner

$280

$330

11/6/24

4

Pass-through and Corporate Annual Tax Update

Richard Lahijani

$174

$199

11/6/24

8

K2’s Case Studies in Fraud and Technology Controls

Steve Yoss

$270

$320

11/6/24

8

Multistate Taxation

Bruce Nelson

$270

$320

11/7/24

2

Cybersecurity Issues for the Professional

Arthur Werner

$105

$120

11/8/24

2

Internal Control Fundamentals

Melissa Galasso

$105

$120

11/11/24

8

Maximizing Fringe Benefits: Strategies for Business and Personal Needs in 2024 and Beyond

Arthur Werner

$270

$320

11/11/24

4

Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

William Allen

$175

$200

11/12/24

4

Introduction to Forensic Accounting

Joel DiCicco

$175

$200

11/13/24

8

Winning the Fraud Battle in the Digital Age: Prevention and Detection

Frank Gorrell

$280

$330

11/13/24

4

Tax, Estate and Financial Aspects of Cryptocurrency

Arthur Werner

$185

$210

11/15/24

8

CFO - The Effective CFO

Anita Layton

$280

$330

11/15/24

8

Federal Tax Update - Individual and Business Current Developments and Pat Garverick

J. Patrick Garverick

$325

$375

11/18/24

8

K2’s Excel Essentials for Staff Accountants

Lawrence McClelland

$270

$320

11/19/24

2

Form 1120S - Preparation and Analysis

Mary Jane Hourani

$105

$120

11/19/24

8

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent

Michael Reilly

$280

$330

11/19/24

4

K2’s Working Remotely - The New Normal*

Brian Tankersley

$180

$205

11/19/24

4

K2’s Advanced QuickBooks Tips and Techniques*

Brian Tankersley

$180

$205

11/20/24

1

How ESG Reports Can Help with Recruitment & Retention

Donny Shimamoto

$50

$60

11/20/24

4

K2’s Excel Tips, Tricks, and Techniques for Accountants*

Brian Tankersley

$180

$205

11/21/24

4

The Most Critical Challenges in Not-for-Profit Accounting Today

Martha Lindley

$175

$200

11/21/24

4

K2’s Advanced Excel*

Brian Tankersley

$180

$205

11/21/24

4

Reviewing Individual Tax Returns: What Are You Missing?

Gregory Carnes

$174

$199

11/22/24

2

Becoming a Tax Ninja: Lightning-Fast Depreciation

Gregory White

$185

$210

11/22/24

8

Forms 1120-S and 1065 Return Review Boot Camp for New and Experienced Reviewers

Michael Reilly

$280

$330

11/25/24

4

Federal Tax Update for Business with Greg and George

Gregory White

$185

$210

11/25/24

4

Federal Tax Update for Individuals with Greg and George

Gregory White

$185

$210

Launch Your Leadership Skills Professionals early in their careers are invited to apply for this rewarding retreat that equips future leaders with essential tools and training for their professional journey.

Learn more and apply at uacpa.org/leadershipacademy

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U A C PA N AV I G AT O R 2 0 2 4

DATE

CPE

COURSE TITLE

INSTRUCTOR

MEMBER FEE*

NONMEMBER FEE

DECEMBER 12/4/24

2

Winning Tax Season with Better Workflow & Capacity Management

Frank Stitely

$105

$120

12/4/24

8

K2’s QuickBooks for Accountants*

Brian Tankersley

$275

$375

12/5/24

8

K2’s Small Business Internal Controls, Security, and Fraud Prevention and Detection*

Brian Tankersley

$275

$375

12/5/24

8

The Complete Guide to Preparing Forms 706 and 709

Arthur Werner

$280

$330

12/5/24

4

The Bottom Line on the New Lease Accounting Requirements

Daryl Krause

$174

$199

12/6/24

8

Applying the Uniform Guidance in Your Single Audits

Eric Formberg

$270

$320

12/5-6/24

16

UACPA’s Annual Conference - Virtual & In Person

12/9/24

4

Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses

Various

$390

$500

Kenneth Levine

$175

$200

12/9/24

8

K2’s Excel Essentials for Staff Accountants*

Lawrence McClelland

$275

$375

12/10/24

8

K2’s Technology for CPAs - Don’t Get Left Behind*

Lawrence McClelland

$275

$375

12/10/24

4

CFO - Management Superpowers

12/10/24

4

Reviewing Partnership Tax Returns: What Are You Missing?

12/11/24

8

12/12/24

8

12/12/24

8

12/12/24

4

12/12/24 12/13/24

Bob Mims

$280

$330

Richard Lahijani

$174

$199

K2’s Excel Pivot Tables for Accountants*

Steve Yoss

$275

$375

K2’s Excel Best Practices*

Steve Yoss

$275

$375

Construction Contractors: Accounting and Auditing

Thomas Sheets

$270

$320

Federal Tax Update for Business with Greg and George

Gregory White

$185

$210

4

Federal Tax Update for Individuals with Greg and George

Gregory White

$185

$210

2

Cryptocurrency Taxation: Nuts, Bolts and Tax Law Updates

Shehan Chandrasekera

$105

$120

12/13/24

4

K2’s Better Productivity Through Artificial Intelligence and Automation Tools*

Steve Yoss

$180

$205

12/13/24

4

K2’s Ethics and Technology*

Steve Yoss

$180

$205

12/13/24

8

Surgent’s Top 10 Tax Topics This year

Michael Reilly

$280

$330

12/16/24

8

Federal Tax Update - Individuals (Form 1040) with Pat Garverick

J Patrick Garverick

$325

$375

12/16/24

4

K2’s Excel Charting and Visualizations*

Lawrence McClelland

$180

$205

12/16/24

4

K2’s Mastering Advanced Excel Functions*

Lawrence McClelland

$180

$205

12/17/24

8

K2’s Microsoft 365/Office 365 - All the Things You Need to Know*

Lawrence McClelland

$275

$375

12/17/24

8

CFO - Corporate Performance Management

Gary Cokins

$280

$330

12/17/24

8

Federal Tax Update - C and S Corporations, Partnerships and LLCs (Forms 1120, 1120S and 1065S) with Pat Garverick

J Patrick Garverick

$325

$375

12/18/24

1

Exploring the A-B-C-D of the Digital Age and Their Impact on Accounting

Donny Shimamoto

$50

$60

12/18/24

1

How Automation and AI are Enhancing Management Accountants

Donny Shimamoto

$50

$60

12/18/24

8

K2’s Next Generation Excel Reporting*

Lawrence McClelland

$275

$375

12/18/24

8

The Complete Guide to the Preparation of Form 1041

Arthur Werner

$280

$330

12/19-20/24

16

Rocky Mountain Technology Conference*

Various

$440

$520

12/30/24

4

K2’s Case Studies in Fraud and Technology Controls*

Brian Tankersley

$180

$205

12/30/24

4

K2’s Artificial Intelligence for Accounting and Financial Professionals*

Brian Tankersley

$280

$205

12/31/24

8

K2’s Accountant’s Guide to QuickBooks Online*

Brian Tankersley

$275

$375

AICPA members receive an additional $30 off the price of some 8-hour courses. Log into account to see applicable discount. * Members receive a 10% discount when registering at least 2 weeks in advance.

U A C PA N AV I G AT O R 2 0 2 4

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Membership Guide 2024 MEMBERSHIP OVERVIEW AGES

GENDER

2.6% 6.1% <80 5.7% >20 70 - 79

12.8% 60 - 69

25.2% Female

24% 20 - 29

13.5% 50 - 59 18.3% 40 - 49

14

17% 30 - 39

74.8% Male

U A C PA N AV I G AT O R 2 0 2 4

E

3.1% Lifetime Member

6% Other

6.7% Retired

4,220 MEMBERS

MEMBER CATEGORIES

47.3% Fellow

36.9% Student

5.4% Education 24.7% General Industry

58.2% Public Accounting

WHERE WE WORK 4.5% Government 7.1% Other

Numbers do not include those who left the fields blank.

U A C PA N AV I G AT O R 2 0 2 4

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RESOURCES ENEWSLETTERS eNetwork and CPE Connect: These eblasts comes out the 1st and 15th of every month, respectively. Both highlight news and events for Utah’s CPAs. Member Alerts and Other eblasts: As breaking news happens, we make sure you are the first to know about things that impact the work you do.

PUBLICATIONS The Journal Entry: Published quarterly, this glossy magazine is delivered directly to your mailbox.

The Navigator: Published in the summer, this guide highlights the fall CPE schedule and provides an overview of UACPA membership.

CONNECT Network virtually on the UACPA’s private social network, CONNECT. All UACPA members are included in the Open Forum. This space can be used to ask questions, share tips or find pressing news.

connect.uacpa.org

CAREER CENTER

KNOWLEDGE HUB

Find top job candidates for openings at your company.

Members can post jobs for no charge. For questions or support, contact Amy Spencer, as@uacpa.org.

Our library of free downloadable content includes white papers, webinars, product guides, case studies, industry analysis and much more, provided by experts and vendors within the accounting industry.

uacpa.org/jobs

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uacpahub.org

EVENTS MEMBER DISCOUNTS

Take advantage of exclusive pricing on products and services geared toward CPAs.

AWARDS AND INAUGURATION The awards banquet is held yearly to celebrate newly licensed CPAs and outstanding members who deserve recognition for their work.

GOLF TOURNAMENT The annual golf tournament helps raise funds for the Utah CPA Education Foundation and supports students working towards careers in accounting.

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uacpa.org/benefits

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ADVOCACY The UACPA advocates for the profession and the issues impacting members. We represent CPAs through various legislative and regulatory agencies in Utah and engage our members in meaningful political activities. The UACPA provides information and education to federal, state and local policymakers on key issues.

THE UTAH CPA PAC THE UTAH CPA EDUCATION FOUNDATION

The UACPA represents the profession at the legislature and promotes the value of the CPA while maintaining a healthy and proactive relationship with Utah’s lawmakers.

The Utah CPA PAC is a nonpartisan, member-managed organization representing the profession in Utah. This group determines what issues and matters rise to significance for the business community and the profession.

Lobbyists: UACPA lobbyist represent us at a legislative level. We frequently engage members to provide feedback through surveys or invitation to special tax forces related to an issue.

The Utah CPA Foundation was established to support a variety of initiatives including encouraging advancement, supporting gatherings of new professionals and providing financial assistance to those pursuing accounting and business education.

Currently, the Foundation is working with our universities and high schools to create programs that will increase students majoring in accounting.

uacpa.org/pac

uacpa.org/foundation

THE CPA PIPELINE High school students explore accounting majors through the UACPA’s partnerships through Utah’s colleges and universities.

Money Camp at Weber State University offers students a college experience, where they stay in the dorms, learn about accounting careers with CPAs, and play games that connect them to business concepts.

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EMERGING PROFESSIONALS The Emerging Professionals Council was formed to provide networking opportunities, leadership skills, and social events for members licensed within the past 10 years. This group helps build a community among colleagues to support each other on their career paths.

LEADERSHIP ACADEMY

NETWORKING EVENTS

Develop new skills and tools to propel you into the future as a leader through this intensive and rewarding retreat.

Every year, 20 attendees are selected to be a part of this exclusive group where leadership foundations and relationships are built.

Connect with new professionals facing the similar situations through networking events. Past events have included lunch at Top Golf, movie nights and Salt Lake Bees games.

CAMPUS AMBASSADORS The UACPA is represented at every University campus in Utah with ambassadors who coordinate events, including the annual student conference.

NEW CPA INAUGURATION New CPAs are recognized at this event where celebrates their licensure and joining an elite group of professionals.

This celebration is paired with the UACPA’s annual award recognition banquet every year in the fall.

uacpa.org/emergingprofessionals

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VOLUNTEER Invest in your community, profession, and yourself by giving back Committees and task forces drive the UACPA forward. They help achieve strategic goals, foster growth, and enhance the accounting profession in Utah. All committees have a staff liaison.

VOLUNTEER FAQS

COMMITTEES

Who Can participate?

Committees are open to all members in good standing. No prior committee experience is required, but it is recommended for those on appointed committees.

Volunteer Committees • Annual Conference Committee • Business & Industry Council • DEI – Diversity, Equity & Inclusion Committee • Golf Tournament Committee • Educators Committee • Mentoring Committee • Non-profit Committee • PAC Committee • Pipeline Committee • SALT Committee • State and Local Government Conference Committee • Tax Issues Committee

How Often Do Committees Meet?

Commitments vary from 2 – 4 meetings per year.

How Long is My Term?

Each volunteer position is April 1 through March 31.

When I can I sign up to Volunteer?

You can sign up to volunteer at any time, but most committees will be meeting year round. Applications for each year’s committees open in March.

How can I sign up for a committee?

Sign up for a committee or chapter on the UACPA website at uacpa.org/committees or by emailing the membership team at mail@uacpa.org.

How can I join an “by appointment only” committee?

If you are interested in an appointed position, contact Amy Spencer, as@uacpa.org

Chapter Leadership • See all chapters on page 7 Appointed Positions • Awards Committee • Audit Committee • Campus Ambassadors • Educator Committee - State Board of Accountancy • Emerging Professionals Council • Executive Board • Federal Key Person • Investment Committee • Leadership & Nominating Committee • Leadership Council • Utah CPA PAC Committee • Utah CPA Foundation

uacpa.org/volunteer

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COMMITTEES Connect with a group that will benefit from your skills and interests Annual Conference Committee Committee members plan the two-day conference traditionally held in December.

Business & Industry Council Committee members plan tours of local businesses and lunches with like-minded professionals. They also plan the conference held in September.

Chapters (See Page 7) Support the CPAs within your geographic effort through networking, CPE, grassroots efforts and representing the profession in your area.

DEI (Diversity, Equity & Inclusion) Explore issues and make recommendations regarding diversity and inclusion in recruitment to the profession and to the UACPA. Golf Tournament Committee Committee organizes and administers the annual golf tournament to raise funds and awareness for the Utah CPA Foundation.

Non-Profit Committee Committee members discuss issues in the non-profit sectors and plan the annual Non-Profit Conference.

State and Local Government Conference Committee Committee members plan the one-day conference traditionally held in May. Tax Issues Committee Committee monitors information and guidance to on tax laws, programs and regulations.

LEADERSHIP COUNCIL

Leadership Council provides guidance to the UACPA and brings together leaders to discuss issues facing the profession and learn about pressing topics. Twice a year, this group meets for a half-day event for networking and CPE. Who is Leadership Council?

Leadership Council encompasses all leaders throughout the UACPA. This group includes board members, committee and chapter leadership, past presidents, campus ambassadors, educators and Leadership Academy alumni.

uacpa.org/committees

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BOARD + UACPA STAFF The 2024 - 2025 board members are committed to driving the UACPA forward.

Jason Tomlinson,, CPA

Dan Frei, CPA President-Elect

Amy Anholt, CPA Vice President

David Peaden, CPA Treasurer

Shalaun Howell, CPA Secretary

Ariane Gibson, CPA Emerging Professionals

Clinton Armstrong, CPA Member-at-large

Marci Butterfield, CPA Member-at-large

Stacy Weight, CPA AICPA Council

Dustin Wood CPA Immediate Past President

UACPA Service Team The UACPA staff can be reached Monday through Friday, 7 a.m. - 3 p.m.

801-466-8022 mail@uacpa.org

Susan Speirs, CPA CEO

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April Deneault Membership and CPE Director

Amy Spencer Communications and Marketing Director

Tom Horn, CPA Finance Director

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STRATEGIC PLAN THE UACPA’S STRATEGIC PLAN

MISSION, VISION VALUES

Every five years, the UACPA revisits its strategic plan to realign our focus, drive membership initiatives, and ensure the profession’s sustainability.

MISSION

The new plan will be launched in 2025. In the meantime, the 2021 plan continues to shape the organization’s priorities to maximiize our impact.

Guided by four strategic imperatives, our plan helps us steer the profession toward a positive future.

Advocacy

Recognized as the most trusted voice for Utah accounting professionals through quality advocacy efforts.

Member Development

Develop a strong membership base through increased partnerships with other organizations to provide expanded CPE and networking opportunities

VISION At the UACPA, our vision is to be a world-class professional association essential to our members.

We unite a vibrant community of CPAs to enhance the success of our members and champion the values of the profession; Integrity, Competency, and Objectivity.

VALUES Advocacy: The UACPA represents the profession at the legislature and other regulatory bodies and promotes the value of the CPA to employers, the business community, and the public at large.

Leadership & Service: The UACPA provides leadership and service within the profession, within the UACPA and within the community.

Professional Development: The UACPA supports and encourages continuing education and leadership

Member Engagement

Foster member engagement by establishing the UACPA as the professional home and key networking resource for accountants in Utah.

CPA Pipeline

The UACPA Leadership supports and challenges members through advocacy, professional education, leadership development, networking, and community service, to help them succeed in a competitive and changing world.

Partner with educational institutions and employees to attract bright, capable high integrity students to accounting and encourage them to become CPAs.

development.

Professional Community: The UACPA reinforces peer accountability to encourage members to maintain integrity and high ethical standards. We provide memberto-member networking opportunities and networking opportunities with other professions. We value belonging to a distinguished organization and believe that we serve as the primary resource and point of contact for Utah CPAs. Diverse Population Outreach: The UACPA believes in reaching out to under-represented populations, those returning to the profession or choosing it as a second career, and other professions.

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NONPROFIT ORG. U.S. POSTAGE PAID SALT LAKE CITY, UT PERMIT NO. 1996

UTAH ASSOCIATION OF CPAS 15 W. SOUTH TEMPLE, STE 1625 SALT LAKE CITY, UT 84101

ANNUAL

CONFERENCE DECEMBER 12 - 13 | 8 AM – 4 PM 16 HOURS CPE

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