2021 CPE Catalog and Membership Guide

NAVIGATOR

CPE CATALOG AND MEMBERSHIP GUIDE FOR THE UTAH ASSOCIATION OF CPAS

DISCOVER

LEARN, CONNECT AND GROW THROUGH CONFERENCES, WEBINARS, AND CPE SESSIONS THAT HELP YOU MEET YOUR EDUCATIONAL NEEDS AND CAREER GOALS.

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U A C PA N AV I G AT O R 2021

2021 CPE CATALOG + MEMBERSHIP GUIDE Utah Association of Certified Public Accountants 136 S. Main Street, Suite 510 Salt Lake City, UT 84101 801-466-8022 mail@uacpa.org www.uacpa.org

Managing Editor Amy Spencer as@uacpa.org

CEO's Message.................................................................................................... 4

Learning Navigating the UACPA Website........................................................................ 5 Frequently Asked Questions about CPE and Ethics Requirements.......... 6 Tracking CPE/Registering for Classes............................................................ 7 Tech Talks/Unlimited Webinar Packages....................................................... 8 UACPA Conferences .......................................................................................... 9

2021 - 2022 UACPA Executive Board President: Stacy Weight, CPA President-Elect: Ray Langhaim, CPA Vice President: Dustin Wood, CPA Treasurer: Aubrey Bickmore-Neeley, CPA Secretary: Tad Tuttle, CPA Member-at-Large: Katrina Baird, CPA Member-at-Large: Chris Skousen, CPA Emerging Professionals: Eric Greene, CPA Immediate Past President: Jay Niederhauser, CPA AICPA Council: Paul Skeen, CPA CEO: Susan Speirs, CPA

UACPA Virtual Courses....................................................................................11 Mastermind Series/Lecture Series................................................................12

Membership Membership Overview......................................................................................15 Meet Your UACPA Team..................................................................................16 UACPA Basics and History..............................................................................17 Mission, Vision and Values..............................................................................18

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

Learning/News...................................................................................................19 Advocacy and The Utah CPA Foundation.....................................................20 Connect/Benefits...............................................................................................21

Volunteer Volunteer FAQs/Committees..........................................................................23 Committee Descriptions..................................................................................24 Committee Guidelines......................................................................................25 Board Members/UACPA Initiatives................................................................26 Strategic Plan 2.0..............................................................................................27

U A C PA N AV I G AT O R 2021

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WELCOME The traditional fall CPE catalog has arrived, this time with a twist. We’ve got your usual list of courses, conferences and lecture series, but we’ve also added a guide to your membership and hope you will stay up to date on what we are doing for members.

Perhaps one of our favorite freebies for members is the free Utah Laws & Rules course that you can watch at any time on the UACPA website. This required course (a $100 value) is required for Utah CPAs. Keep this guide handy as you plan your CPE schedule this fall and we hope to see you — even if it’s only virtually, for now — at our upcoming conferences and events.

As we have moved to a new website, we hope you will explore the wide array of CPE opportunities — literally, thousands of courses at your fingertips. We want to ensure that, as a member, you get what you need and more. We hope you will also take advantage of the free CPE offerings through the Lecture Series, Tech Talks and with our partnership with the Mastermind Series.

Sincerely,

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

FREE CPE Members Earn 20+ Hours of Free CPE UACPA members can find an array of free CPE! • Free monthly Tech Talks and Lecture Series • 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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U A C PA N AV I G AT O R 2021

HOW TO FIND CPE We recently made some big changes to the UACPA website to make your search for CPE easier than ever. When you select “CPE + Events” from the homepage, you will be directed to a 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 get you the information you want.

Ethics Classes Chapter Meetings & Special Events

Webinars

UACPA Conferences & Classes

Self Study & On Demand

See All Classes

Filter classes to find what you need based on date or topic.

You can also search by vendor, credit range

U A C PA N AV I G AT O R 2021

Chat with us live between 7 a.m. and 3 p.m. Monday through Friday.

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LICENSING + CPE FAQS About CPE & Licensing 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.

When is the reporting period in Utah? The current reporting period runs January 1, 2021 through December 31, 2022.

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

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.

About the the Ethics Requirement

Can I take all of my CPE in one year? Yes.

As of 2018, CPAs in Utah are required to report classes four hours, including ethics (three hours) and Utah Laws and Rules (one hour).

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 (www.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? To become licensed in Utah, you need to submit an application for Utah licensure to the Department of Occupational and Professional Licensing and submit your scores for the Utah Laws & Rules Exam and the AICPA Ethics Exam.

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What is 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? 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. 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 2021

TRACK YOUR CPE ONLINE

REGISTER FOR CLASSES

UACPA members have the benefit of an online CPE tracker that can be accessed through your UACPA profile or by visiting uacpa.org/my-cpe/tracker. Search by reporting periods and access certificates for each course completed.

UACPA sponsored courses will automatically be posted to your online transcript as soon as possible after the course is held.

Track Non UACPA Courses: Members are able to add non UACPA courses to their tracker at any time.

Download: The online transcript can be printed or emailed for easy record keeping.

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

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 3 p.m. at 801.466-8022.

Mail: If you need to pay with a check, let us know the class title(s) and we can calculate your total. Mail your check to UACPA, 136 S. Main Street, Ste 510, Salt Lake City, UT 84101.

ALL IN ONE LAWS & RULES + ETHICS Fulfill Required CPE in This Virtual Session

Three (3) hours of Ethics Marty Van Wagoner teaches "Ethics and Professional Conduct: Updates and Practical Applications" One (1) hour of Utah Laws & Rules Susan Speirs will walk you through Utah-specific guidelines

ALL IN ONE SESSION Date: Friday, Oct. 29 Time: 8 - 11:30 a.m.

Location: Virtual CPE: Four Hours; 3 hours of Ethics, 1 hour of Utah Laws & Rules Fees: $150; $99 for members

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TECH TALKS Earn one hour of CPE at these virtual lunch sessions complimentary to UACPA members.

SEPT. 21 Effective Collaboration With Microsoft Tools OCT. 19 The Evolving Role of Technology in Financial Services NOV. 16 I’ve Got All This Data, Now What?

Register at uacpa.org/techtalks

UNLIMITED WEBINAR PACKAGES Members get 25 - 40% off

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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/ surgentunlimited

U A C PA N AV I G AT O R 2021

CONFERENCES

Sept. 17

Dec. 9 - 10

Business & Industry Conference

Annual Conference

Time: 8 a.m. – 4 p.m.

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

Time: 8 a.m. – 4 p.m.

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

Dec. 16 - 17

Technology Conference Time: 8 a.m. – 4 p.m.

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

Accounting &Auditing Conference Nov. 10

Time: 9 a.m. – 4:30 p.m.

Location: Virtual Conference CPE: Eight (8) hours Cost: $250; $199 for members

REGISTER ONLINE | UACPA.ORG U A C PA N AV I G AT O R 2021

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Where can an AICPA C redential take your career next?

If you have a specialized interest, you can build on the value you offer clients by adding an AICPA advisory service credential: Personal Financial Specialist (PFS ), Accredited in Business Valuation (ABV ), Certified in Financial Forensics (CFF ) or Certified Information Technology Professional (CITP ).

These credentials were developed for the profession by the profession. They set you apart, make a statement and get you noticed. And, they can seriously boost your career. ™

®

®

®

© 2017 Association of International Certified Professional Accountants. All rights reserved. AICPA and American Institute of CPAs are trademarks of the American Institute of Certified Public Accountants and are registered in the United States, European Union and other countries. The Globe Design is a trademark owned by the Association of International Certified Professional Accountants and licensed to the AICPA. 23438A-326

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U A C PA N AV I G AT O R 2021

Explore your opportunities at aicpa.org/aicpacredentials.

VIRTUAL COURSES

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

DATE

CPE

COURSE TITLE

VENDOR

MEMBER FEE*

NONMEMBER FEE*

September 9/30/21

4

Governmental and NFP Accounting and Auditing

AICPA

$170

$170

9/30/21

4

Yellow Book: Application of GAGAs Principles

AICPA

$170

$195

october 10/20/21

8

Applying the Uniform Guidance in Your Single Audits

AICPA

$290

$345

10/21/21

4

Controller's Update: Today's Latest Trends

AICPA

$170

$195

10/21/21

4

Critical Business Risks - Identifying Your Blind Spots

AICPA

$170

$195

10/22/21

8

Annual Update for Accountants and Auditors

AICPA

$200

$345

10/25/21

4

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

AICPA

$170

$195

10/26/21

4

Tax Planning for Small Businesses

AICPA

$170

$195

10/29/21

4

Ethics and Professional Conduct: Updates and Practical Applications

AICPA

$170

$195

november 11/4/21

4

The New Auditors' Reporting Standards

AICPA

$290

$345

11/9/21

4

Individual Tax Planning

AICPA

$290

$345

11/12/21

4

Conducting a Remote Audit

AICPA

$170

$195

11/15/21

4

The Bottom Line on the New Lease Accounting Requirements

AICPA

$170

$195

11/18/21

4

Reviewing Partnership Tax Returns: What Are You Missing?

AICPA

$170

$195

11/18/21

4

Reviewing S Corporation Tax Returns: What Are You Missing?

AICPA

$170

$195

11/19/21

2

Current and Upcoming FASB Issues

AICPA

$80

$95

11/19/21

2

Current Audit Environment and FASB Activity

AICPA

$80

$95

11/30/21

4

Preparation, Compilations, and Review Engagements: Update and Review

AICPA

$170

$195

4

Individual Income and Tax Compliance Annual Update

AICPA

$170

$195

December 12/2/21 12/2/21

4

Reviewing Individual Tax Returns: What Are You Missing?

AICPA

$170

$195

12/6/21

2

FASB Activities Impact on NFP Financial Reporting

AICPA

$80

$95

12/13/21

4

Advanced Financial Skills

AICPA

$170

$195

12/14/21

8

What Fraud Schemes Exist in Your Organization

AICPA

$290

$345

12/15/21

8

AICPA’s Annual Federal Tax Update

AICPA

$200

$345

12/20/21

2

Accounting for Exchange Transactions, Contributions and Gains and Losses

AICPA

$80

$95

12/20/21

2

Accounting for Expenses in a NFP

AICPA

$80

$95

*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.

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Earn one hour of CPE at these 8 a.m. sessions offered to UACPA members at no cost.

SEPT. 16 Building Your Business with an Exit-Minded Strategy

NOV. 18 Advertising Versus Marketing: Customer Acquisition

OCT. 21 Artificial Intelligence / Automation and Keeping America Employed

DEC. 16 Strategic Planning for 2022 Bring It All Together

Register at risingtidemastermind.biz and use the code UACPARISE for free admission.

LECTURE SERIES Earn one hour of CPE at these virtual lunch sessions complimentary to UACPA members.

SEPT. 9 UACPA update OCT. 21 Year End Tax Planning NOV. 11 R&D Credit

JAN. 13 Managing Business Growth FEB. 10 Ethics

Login and register at uacpa.org/lecture

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MEMBERSHIP GUIDE 14

U A C PA N AV I G AT O R 2021

WHO WE ARE

AN OVERVIEW OF UACPA MEMBERS

MEMBER CATEGORIES

3% 4% 4% 7%

15% Students

CHAPTERS

Other Non-Resident Retired Lifetime (40 years)

15% Out of State or Not Specified

67% Fellow

1% Uintah Basin 1% Cedar Breaks 3% Color County 3% Mountain 4% Cache 9% Northern

12% Southern

AREA OF WORK

52% Downtown

3% Education 19% Students

4% Government

40% Public Accounting 19% Other/ Unknown

23% Industry

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HELLO, MEMBERS! Whether you are a new member or a 40-year lifetime member of the UACPA, there is plenty to know to make sure your membership is helping you reach your career and personal goals.

Since the UACPA was established in 1920, members have played an important role in advocacy, advancing the profession in Utah and creating a valued legacy of trusted professionals. The UACPA proudly serves as a voice to you and the other 3,000 members who share a passion for the industry.

CPE and benefits outlined in this brochure. Plus, there are a multitude of networking opportunities, conferences and events that will help you grow in your career.

We look forward to working with you and seeing you at UACPA events.

Sincerely,

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

We hope you will take advantage of the complimentary

YOUR UACPA TEAM

The UACPA staff is committeed to delivering professional support and can adress inquiries related to membership, CPE, licensure and more. We can be reached at 801.466.8022 or mail@uacpa.org.

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Amy Spencer

Lisa Ostrander

Communications and Marketing Director

Membership Director

I handle print and digital communications, maintain the website and engage members through social media. as@uacpa.org | 801.834.6633

I work with all members, from fellow and lifetime members to students and emerging professionals.

April Deneault

Tom Horn, CPA

LOstrander@uacpa.org | 801.834.6632

CPE Director

Finance Director

I coordinate CPE offerings: webcasts, chapter meetings and series. I work with volunteer members in planning UACPA conferences and events. ad@uacpa.org | 801.834.6634

I manage the financial aspects of the UACPA and oversee activities for the Utah CPA PAC and Utah Education Foundation. tom@uacpa.org | 801.834.6642

U A C PA N AV I G AT O R 2021

OVERVIEW As a member of the Utah Association of Certified Public Accountants, you are among an elite group of professionals. You are in the company of more than 3,000 CPAs dedicated to the profession. The UACPA strives to provide you with the services, opportunities, networking and education to help you thrive in your career.

THE BASICS Membership

Manage Your Profile

Membership Renewals

• •

You have complete access to tools and resources at uacpa.org. Enjoy an array of discounts on products on services that will help your business thrive.

Dues renewals take place in April every year. You will receive an email with your invoice; a paper invoice will be mailed if we do not have your email or if we believe your email address may have changed.

Access your profile by logging in with your email address and password. From your account, you can:

• •

Update your profile and preferences Access the membership marketplace with exclusive benefits on products and services View a complete history of your classes and track your CPE credits Post jobs and classifieds for free

History

The UACPA was formed on July 9, 1920 with 13 CPAs who met at the Commercial Club in Salt Lake City for the purpose of forming a state association of certified accountants. The first elected president was R.G. Abbey with Lincoln G. Kelly as Vice President and B.F. Reeves as Secretary/Treasurer.

The purpose for the organization was to “raise the standard of public accountancy as a profession, to advance and safeguard the interests of the members of the association, and to promote harmony and cordiality among them.”

UACPA leadership in 1969 at the annual meeting.

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MEMBERSHIP As a member of the UACPA, you are among a community of distinguished professionals with the highest standards relating to the profession. The UACPA leadership frequently revisists our mission, vision and values and adhere to use these to guide through our initiatives.

Our Mission

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.

Our Vision

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

•

Leadership and 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 development.

•

Professional Community: The UACPA reinforces peer accountability to encourage members to maintain integrity and high ethical standards. We provide member-to-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.

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Outreach to Diverse Populations and Perspectives: The UACPA seeks to bring new and diverse perspectives to the table for the overall betterment of the profession.

This includes the engagement with and recruitment of individuals from diverse backgrounds and experiences.

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.

Our 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.

Career Center

Find top job candidates through free job postings on the UACPA. Put your job on our website at uacpa.org/job-postings.

For questions or support, contact Amy Spencer, as@uacpa.org

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LEARNING April 2021

The Journal

JOURNAL EN

JULY 2020

TRY

Planning for re the Futu 21 – 2022

Conferences

World-class speakers deliver content to Utah’s professionals in one- and two-day conferences curated by volunteer committee members.

Meet Your 20 y Weight President, Stac

The Centennia l Issue

the journal

Complimentary CPE

Every year, more than 20 hours of CPE are free to members. Learn more through the UACPA Lecture series, Tech Talks and Business & Industry live series.

Leadership Academy

New professionals will learn the tools to propel them into the future as leaders through this intensive and rewarding retreat. Twenty attendees are selected to be a part of this exclusive group where leadership foundations and relationships are built.

Utah Laws & Rules Requirement

Entry THE

Find CPE geared toward the work you do.

There are thousands of courses available with plenty of discounts offered to members. Stay current with new CPE opportunities and free courses and networking events through UACPA communications.

2021 entry | april

1

uacpa.org the.journal.en

try..|..July.2020

1

NEWS

Publications & eBlasts Stay connected to the latest news and events The Journal Entry: Published quarterly, you will receive this glossy magazine in your mailbox.

Earn your required Utah Laws & Rules CPE hour for no charge (a $100 value) and receive discounts on on more than 7,000 events where CPE is offered. Find a list of courses, conferences, webinars/webcasts and chapter events at uacpa.org/cpe.

e-Network and CPE Connect: These eblasts comes out the first and 15th of every month, respectively. Both highlight news and events for Utah’s CPAs. CPE Catalog: This summer publication highlights classes and conferences happening in the fall to help you prepare for the reporting period.

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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.

Support the Utah CPA PAC

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. Donate to the Utah CPA PAC at uacpa.org/contributions

PIPELINE 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.

Contribute to Future CPAs

Strengthen the profession and secure the future of the profession through education and advocacy. Donations can be made at uacpa.org/contributions

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CONNECT

Logan

Chapters

Ogden

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 include the surrounding areas of their major city and host a variety of activities including local monthly meetings.

Park City Salt Lake City Orem

Vernal

g Cache Valley — Northern Utah, including Logan and the surrounding area g Color Country — St. George and surrounding areas g Cedar Breaks — Cedar City g Downtown — Salt Lake City and surrounding areas g Mountain — Park City and surrounding areas

Cedar City

g Northern — Ogden and surrounding areas g Southern — Provo, Orem and surrounding areas

St. George

g Uintah Basin — Vernal, Roosevelt and surrounding areas

BENEFITS

Cache Valley Chapter

Mountain Chapter

Color Country Chapter

Northern Chapter

Cedar Chapter Southern Chapter UACPA members can take advantage of special pricing on Breaks products and services geared toward CPAs. See a complete list of our partners at uacpa.org/benefits Downtown Chapter Uintah Basin Chapter

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VOLUNTEER GUIDE

Invest in your community, profession, and yourself by giving back.

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U A C PA N AV I G AT O R 2021

GIVE BACK The UACPA committees and task forces are essential to improving the profession in Utah. They assist in achieving the objectives of the UACPA’s strategic plan and contribute significantly to the growth and development of the organization. Working with staff liaisons, committees have a responsibility to promote and communicate activities with UACPA members. Volunteers can choose which committees to participate in or submit their names to be considered for appointed positions. As a volunteer, you will gain additional leadership experience, network and forge new friendships while giving back to the profession.

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 Conference Committee • Busines & Industry Council • DEI – Diversity, Equity & Inclusion Committee • Emerging Professionals Council • Golf Tournament Committee • Non-profit 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?

Aside from board positions, each volunteer position is one year and begins April 1.

When I can I sign up to Volunteer?

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

How can I sign up for a committee ?

Sign up for a committee or chapter by visiting uacpa.org/committees 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 • Downtown Chapter • Cache Valley Chapter • Cedar Breaks Chapter • Color Country Chapter • Mountain Chapter • Northern Chapter • Southern Chapter • Uintah Basin Chapter Appointed Positions • Leadership & Nominating Committee • Awards Committee • Utah CPA PAC Committee • Federal Key Person • Utah CPA Foundation • Investment Committee • AuditCommittee

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COMMITTEE DESCRIPTIONS Bring your expertise and ideas to the UACPA by serving on one of the committees. Sign up for a committee at uacpa.org/committees Annual Conference Committee Committee members plan the 2-day conference traditionally held in December.

Business & Industry Conference Committee Committee members plan the conference traditionally held in Sept.

Business & Industry Council Committee members plan tours of local businesses and lunches with likeminded professionals Chapters (See Page 21) 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. Emerging Professionals Council New professionals develop the CPA pipeline to reach students interested the in profession and newer professionals seeking leadership opportunities. This group engages with member through networking events and supports the growth of the UACPA. Golf Tournament Committee Committee organizes and administers the annual golf tournament to raise funds and awareness for the Utah CPA Foundation.

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

State & 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.

GUIDELINES Each committee has an event or goal that can be achieved by coordinating with your group’s staff liaison. The guidelines provide expectations for each committee member to help the UACPA move forward on our initiatives.

Committee Chairman

Committee Members

The committee chair will work with the UACPA staff liaison

Attend meetings and participate in the planning and

to make recommendations to achieve the desired objectives

activities as outlined by the committee chair.

by the UACPA. 1. Provide insight and support the chair as they drive 1. Coordinate committee meetings

initiatives through the committee.

2. Conduct meetings and establish agenda

2. Implement action items and programs generated by

3. Determine how the committee might assist in achieving objectives detailed in the UACPA’s strategic plan 4. Assign program activities to volunteers and monitor their activity

committee 3. Participate in discussion of committee activities 4. Coordinate all meeting arrangements and share link or phone number for committee meeting

5. Report activity to executive board as needed

5. Provide committee activity report to the executive board 6. Maintain committee files and minutes

LEADERSHIP COUNCIL Leadership Council guides the UACPA and brings together leaders to learn about topics facing the profession, exchange ideas and support each other. Twice a year, this group meets for a half-day event where members have the opportunity to network and earn CPE while empowering them as leaders in the profession.

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.

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BOARD + INITIATIVES The 2021 - 2022 board members are committed to driving the UACPA forward.

Stacy Weight, CPA President

Ray Langhaim, CPA President-Elect

Dustin Wood, CPA Vice President

Aubrey Bickmore Neeley, CPA Treasurer

Tad Tuttle, CPA Secretary

Eric Greene, CPA Emerging Professionals

Katrina Baird, CPA Member-at-large

Chris Skousen, CPA Member-at-large

Paul Skeen, CPA AICPA Council

Jay Neiderhauser, CPA Immediate Past President

STRATEGIC PLAN 2.0 Beginning in October 2019, the Strategic Planning Advisory Committee held meetings to create a five-year strategic plan to provide focus and allow each member of the organization to see how they can impact its most important priorities.

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The committee determined the top four strategic imperatives are advocacy, membership development, member engagement and the CPA pipeline. See the details of the plan on the next page.

U A C PA N AV I G AT O R 2021

U A C PA N AV I G AT O R 2021

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Nonprofit Org. U.S. Postage

PAID

Salt Lake City, UT Permit No. 1996 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

VIRTUAL

ANNUAL CONFERENCE

ANNUAL CONFERENCE

DECEMBER 9 - 10 8 a.m. - 4 p.m.

$350 ; $300 for members

Register at uacpa.org/annual

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U A C PA N AV I G AT O R 2021