The Navigator - 2025

The NAVIGATOR 2025 cpe catalog + membership guide

WELCOME ABOARD

Fasten your seatbelts — your journey through UACPA membership is about to take off! Skip the scenic detours and soar straight into a first-class experience in the profession. With exclusive discounts on CPE courses, leadership development to power your ascent, and networking events that connect you with fellow professionals on the same flight path, your membership is the ultimate co-pilot. Let the UACPA help you navigate a rewarding and elevated career .

ADVOCACY

CPE

The UACPA champions CPAs in the

Members save on all CPE webinars

legislature, NASBA, DOPL, nationally,

and conferences, plus get Utah’s

profession through the events for K-12

and beyond, advocating for the

free Laws & Rules credit ($125

events, and our mentoring and Campus

profession’s value.

value).

Ambassador programs.

PIPELINE Get involved with the future of the

BREAKING NEWS + COMMUNICATION

LEADERSHIP DEVELOPMENT

Never miss a beat! Regular email

Elevate your leadership presence with

updates and our quarterly publication,

trainings designed exclusively for new

The Journal Entry, keep you in the loop.

professionals. Leadership Academy helps you sharpen your skills to propel you to new heights of professional influence.

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2025 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 Series.......................................................................................... 8 UACPA Virtual Courses............................................................................ 10

2024 - 2025 UACPA Executive Board President: Dan Frei, CPA President-Elect: Amy Anholt, CPA Vice President: Rusty Hansen, CPA Treasurer: David Peaden, CPA Secretary: Dan Greer, CPA Member-at-Large: Clinton Armstrong, CPA Member-at-Large: Noah Meyers, CPA Emerging Professionals: Melanie Spencer, CPA Immediate Past President: Jason Tomlinson, 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 Membership Engagement Manager: Debbie Dujanovic

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 2024-45 Board Members......................................................................... 22 Strategic Plan/Mission, Vision and Values............................................ 23

U A C PA N AV I G AT O R 2 0 2 5

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LICENSING + CPE FAQS Renewing your CPA license doesn’t have to be complicated. We’re here to help you navigate the details. If you don’t find what you need 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.

When is the reporting period in Utah? The current reporting period runs January 1, 2025 through December 31, 2026.

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.

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 UTAH LAWS + RULES 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 as well. You can also find a large selection of ethics courses at uacpa.org/cpe

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 Professional Ethics Exam.

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FROM THE FLIGHT Welcome Aboard!

Whether you’re just earning your wings as a new CPA or you’re a frequent flyer in the UACPA community, we’re thrilled to welcome you aboard the 2024–2025 edition of our CPE Catalog and Membership Directory. Each year, we chart a course packed with high-quality learning opportunities and valuable member benefits — your first-class ticket to professional growth.

Plot Your Course Plan your fall itinerary by browsing our lineup of live classes, conferences, and free CPE offerings. Visit uacpa.org/cpe to explore over 12,000 webinars and on-demand options to fit your schedule and goals.

Pack in the Benefits Our popular free CPE series includes specialized tracks like Business & Industry Lunch and Learns, Tech Talks, the Lecture Series, and—new this year—the Artificial Intelligence Series. And don’t miss the Utah Laws & Rules course (a $125 value), available anytime and essential for Utah CPAs. Stay Connected Mid-Flight Whether you’re looking to volunteer, join a task force, or simply network, we invite you to engage through CONNECT, our members-only message board.

We’re excited to be your co-pilot this year. It’s going to be a rewarding ride!.

Sincerely,

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

UACPA Service Team

APRIL DENEAULT Membership and CPE Director ad@uacpa.org

The UACPA staff can be reached weekdays from 7 a.m. - 3 p.m. | 801-466-8022

AMY SPENCER Marketing Communications Director as@uacpa.org U A C PA N AV I G AT O R 2 0 2 5

DEBBIE DUJANOVIC Membership Engagement Manager dd@uacpa.org 5

ZOOM IN ON CPE

Simplify your search for quality CPE. Our “CPE + Events” catalog, accessible directly from the homepage, offers thousands of courses designed to meet your professional development needs. If you don’t immediately see what you’re after, our UACPA team is ready to assist you via chat.

Ethics Classes Chapter Meetings & Special Events

Webinars

Self Study & On Demand

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

U A C PA N AV I G AT O R 2 0 2 5

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: Sheraton Hotel & Virtual CPE: 16 hours

Rocky Mountain Technology Conference

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

Location: Virtual CPE: 16 hours

CHAPTERS Covering Utah’s major cities and surrounding areas, UACPA chapters offer CPAs valuable opportunities to network, collaborate, and stay connected through local meetings and events 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

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

• •

TECH TALKS

Aug. 29 - Commercial Real Estate Sept. 19 - SB I5 Update

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

Aug. 20 – Windows Tips & Tricks Sept. 17 – Cybersecurity Part I Oct. 21 – Cybersecurity Part II Nov. 18 – Microsoft 365 Tips and Tricks Jan. 20 – TBD

LECTURE SERIES The lecture series tackles critical topics for accountants, from tax updates to emerging technologies.

• • • • • • • •

Sept. – UACPA Update – Dan Frei Oct. – Data Analytics Nov. – Professional Issues Update with Susan Speirs Dec. – AI and Liability Jan. – Legislative Update with Ryan and Craig Peterson Feb. – Mental Health Apr. – Professional Issues Update with Susan Speirs May – Legislative Activity

UACPA members are eligible for free CPE through our series. Watch for classes published in the Webinars of the Week email every Monday.

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

DATE

CPE

COURSE TITLE

INSTRUCTOR

MEMBER FEE*

NONMEMBER FEE

August 8/5/25

4

Advanced Integrated Planning: Mastering Estate, Financial, and Asset Protection Strategies

8/14/25

4

Maximizing Your Social Security Benefits

Arthur Werner

$185

$210

$185

$210

8/19/25

8

K2’s Excel Essentials for Staff Accountants

Brian Tankersly

$275

$375

8/19/25

2

How AI Fits Into the Accounting World

Karl Egnatoff

$105

$120

8/20/25

8

K2’s Excel Tips, Tricks and Techniques for Accountants

Brian Tankersly

$275

$375

8/21/25

8

K2’s QuickBooks for Accountants

Brian Tankersly

$275

$375

8/22/25

4

Accounting and Auditing Update for Not-for-Profits

Richard Reisig

$270

$320

9/10/25

8

Forensic Accounting: Fraud Investigations

Robert Norlander

$270

$320

9/11/25

4

Audits of Employee Benefit Plans Subject to ERISA

Howard Sibelman

$270

$320

September

9/12/25

2

The Needed Focus on Cyber-Security

Karl Egnatoff

$105

$120

9/15/25

2

Mastering Accounting for Income Taxes

Orume Hays

$185

$210

9/15/25

8

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

Brian Tankersly

$275

$375

9/16/25

8

K2’s Case Studies in Fraud and Technology Controls

Brian Tankersly

$275

$375

9/16/25

4

CFO - Enhancing Productivity

9/17/25

8

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

Bob Mims

$270

$320

Brian Tankersly

$275

$375

9/18/25

8

K2’s Accountant’s Guide to QuickBooks Online

Brian Tankersly

$275

$375

9/19/25

8

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

Brian Tankersly

$275

$375

9/23/25

8

K2’s Next Generation Excel Reporting

Steve Yoss

$275

$375

9/24/25

4

K2’s Implementing Internal Controls in QuickBooks Environments

Steve Yoss

$180

$205

9/24/25

4

K2’s Mastering Advanced Excel Functions

Steve Yoss

$180

$205

9/24/25

2

Steps to Stop External Fraud

Karl Egnatoff

$105

$120

9/25/25

4

K2’s Improving Productivity with Microsoft 365/Office 365 Cloud Applications

Steve Yoss

$180

$205

9/25/25

4

K2’s Working Remotely - The New Normal

Steve Yoss

$180

$205

OCTOBER 10/7/25

4

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

Renee Rampula

$185

$210

10/14/25

4

Preparation, Compilation, and Review Engagements: Update and Review

Thomas Sheets

$185

$210

10/17/25

2

Top Business Tax Planning Strategies

Michael E Reilly

10/20/25

8

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

$105

$120

$280

$330

10/21/25

2

Combating Internal Fraud

10/22/25

4

Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales

10/22/25

4

CFO - Minding the GAAP

Don Minges

$270

$320

10/23/25

2

Mastering Client Management for Accounting and Finance Professionals

Orume Hays

$105

$120

10/27/25

4

Surgent’s S Corporation, Partnership, and LLC Tax Update

Arthur Auerbach

$185

$210

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Karl Egnatoff

$105

$120

Arthur Auerbach

$185

$210

NONMEMBER FEE

CPE

COURSE TITLE

INSTRUCTOR

MEMBER FEE*

10/28/25

4

K2’s Ethics and Technology

Brian Tankersly

$180

$205

10/28/25

4

K2’s Top PDF Features You Should Know

Brian Tankersly

$180

$205

10/29/25

4

K2’s Technology Update

Brian Tankersly

$180

$205

10/29/25

4

K2’s Better Productivity Through Artificial Intelligence and Automation Tools

Brian Tankersly

$180

$205

10/29/25

2

Small Business Retirement Plans: Picking the Right Plan for Your Client

Gregory White

$105

$120

10/29/25

8

Estate Planning for 2025 and Beyond

Arthur Werner

$280

$330

10/30/25

4

K2’s Microsoft Teams

Mac McClelland

$180

$205

10/30/25

4

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

Mac McClelland

$180

$205

10/31/25

8

The Complete Guide to Washington Death Taxation

Arthur Werner

$280

$330

10/31/25

2

Schedules K-2 and K-3: Filing Requirements

Michael E Reilly

$105

$120

10/31/25

2

Schedules K-2 and K-3: Preparation of Forms

Michael E Reilly

$105

$120

Gregory White

$105

$120

$280

$330

DATE october

November 11/3/25

2

Crucial Real Estate Taxation Insights Part I

11/3/25

8

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

11/4/25

2

Crucial Real Estate Taxation Insights Part 2

11/4/25

8

Federal Tax Update - Individual & Business Current Developments

Gregory White

$105

$120

J Patrick Garverick

$335

$385

11/5/25

2

Crucial Real Estate Taxation Insights Part 3

11/5/25

2

Navigating The Coming Banking Crisis

Gregory White

$105

$120

Frank Ryan

$105

$120

11/6/25

2

11/7/25

4

Crucial Real Estate Taxation Insights Part 4

Gregory White

$105

$120

Section 199A: Applications and Challenges

Inibehe Adesanya

$185

$210

11/7/25

8

Advanced Tax Planning: S Corporations

Ronald Worsham

$270

$320

11/10/25

8

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

James R Gardner

$280

$330

11/11/25

2

Defining Where and Why Internal Controls are Needed

Karl Egnatoff

$105

$120

11/11/25

1

CFO - Doing the Right Things Right

Tracy Cooper

$270

$320

11/12/25

4

Federal Tax Update with Greg & George Individual

Gregory White

$200

$225

11/12/25

4

Federal Tax Update with Greg & George Business

Gregory White

$200

$225

11/14/25

4

IRS Tax Examinations and Hot Issues

Joel DiCicco

$185

$210

11/17/25

4

Guide and Update to Compilations, Reviews, and Preparations

Carl F Shultz

$185

$210

11/17/25

8

Income Tax Accounting

Crystal Stranger

$270

$320

11/18/25

8

K2’s Excel Best Practices

Mac McClelland

$275

$375

11/18/25

4

The Most Critical Challenges in Governmental Accounting Today

Philip A Marciano

$185

$210

11/18/25

4

Estate & Trust Primer

Donald Cooley

$185

$210

11/19/25

8

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

Mac McClelland

$275

$375

11/19/25

8

Postmortem Estate Planning: Navigating Decedent’s Estate Issues

Arthur Werner

$280

$330

11/20/25

8

K2’s Advanced Excel

Mac McClelland

$275

$375

11/20/25

4

Navigating Your Client Through the IRS Appeals Process

Joel DiCicco

$185

$210

11/21/25

4

Fraud Case Studies: Schemes and Controls

$185

$210

11/21/25

4

The Bottom Line on the New Lease Accounting Requirements

$185

$210

U A C PA N AV I G AT O R 2 0 2 5

Joann Cross

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DATE

CPE

COURSE TITLE

INSTRUCTOR

MEMBER FEE*

NONMEMBER FEE

december 12/3/25

2

Depreciation Rules for Bonus and Section 179 Expensing

Douglas Strives

$105

$120

12/4/25

4

Reviewing Individual Tax Returns: What Are You Missing?

Crystal Stranger

$185

$210

$185

$210

Brian Greenstein

$185

$210

12/5/25

4

Multistate Income Tax Issues

12/5/25

4

Tax Planning for Small Businesses

12/8/25

8

Multistate Taxation

Annette Nellen

$270

$320

12/9/25

8

K2’s Excel Essentials for Staff Accountants

Mac McClelland

$275

$375

12/9/25

4

Federal Tax Update with Greg & George Individual

Gregory White

$200

$225

12/9/25

4

Federal Tax Update with Greg & George Business

Gregory White

$200

$225

12/10/25

8

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

Mac McClelland

$275

$375

12/10/25

2

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

$185

$210

12/10/25

8

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

Arthur Werner

$280

$330

12/10/25

6

CFO - Preparing for Trouble

Anita Layton

$270

$320

12/11-12/25

16

Annual Conference

UACPA/Various

$390

$500

12/12/25

4

Understanding Partnership Taxation: Types of Basis, Contributions, and Distributions

Robert J Henkels

$185

$210

12/15/25

8

Federal Tax Update-Individuals (Form 1040)

J Patrick Garverick

$335

$385

12/16/25

4

1065 Mastering Preparation and Planning Part I

Gregory White

$200

$225

12/16/25

8

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

Steve Yoss

$275

$375

12/17/25

8

K2’s Next Generation Excel Reporting

Steve Yoss

$275

$375

12/17/25

4

1065 Mastering Preparation and Planning Part 2

Gregory White

$200

$225

12/17/25

4

This Year’s Top Tax and Financial-Planning Ideas

James R Gardner

$185

$210

Karl Egnatoff

$185

$210

Various

$450

$540

12/17/25

4

How Fraud Can Affect Smaller Organizations

12/18-19/25

16

Technology Conference

12/18/25

8

K2’s Accountant’s Guide to QuickBooks Online

Steve Yoss

$275

$375

12/19/25

2

What Tax Practitioners Need to Know About Medicare

Douglas P Stives

$105

$120

12/19/25

2

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

Gregory White

$105

$120

12/19/25

2

CFO - Leading and Reporting

Brian Maturi

$270

$320

12/29/25

8

K2’s Excel Pivot Tables for Accountants

Brian Tankersly

$275

$375

12/30/25

4

K2’s Artificial Intelligence for Accounting and Financial Professionals

Brian Tankersly

$180

$205

12/30/25

4

K2’s Ethics and Technology

Brian Tankersly

$180

$205

JANUARY 1/8/26

8

Hot IRS Tax Examination Issues for Individuals and Businesses

Joel DiCicco

$280

$330

1/13/26

4

Surgent’s Individual Income Tax Update

Arthur Auerbach

$185

$210

1/21/26

8

Federal Tax Update with Greg & George

Gregory White

$400

$450

3/13/26

2

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

Kerry E Roberts

$105

$120

3/26/26

4

Washington Sales and B&O Tax

Mark Hugh

$185

$210

Philip A Marciano

$280

$330

Karl Egnatoff

$185

$210

$105

$120

Karl Egnatoff

$105

$120

MARCH

April

12

4/14/26

8

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

4/20/26

4

Making Excel Formulas Work for You

4/21/26

2

Getting Ahead: The Art of Marketing for CPAs

4/28/26

2

Shortcuts that Excel Users Love

U A C PA N AV I G AT O R 2 0 2 5

HANDS ON AI

AI AUTOMATION FOR CPAS: THE 25K SHIFT YOU CAN’T AFFORD TO IGNORE

Curious about AI but not sure where to start? Join us for a fun, hands-on workshop series where you’ll learn by doing. Just bring your laptop and we’ll walk you through everything — from the basics of how AI works to cool ways it’s being used in the real world.

Dates: Oct. 17 and Nov. 21 Time: 8 a.m. - Noon Location: UACPA Conference Room, 15 W. South Temple, Ste 200 CPE: Four (4) hours each Cost: $205; $180 for members

U A C PA N AV I G AT O R 2 0 2 5

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MEMBERSHIP GUIDE

2025 MEMBERSHIP OVERVIEW

6% Other 3% Lifetime Member 6% Retired

BY MEMBERSHIP CATEGORY

42% Fellow

43% Student

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4,786 MEMBERS 72% MALE

27% FEMALE

1.8% Gen Alpha 8% Silent Generation

BY GENERATION

11.2% Baby Boomer

BY WORK AREA 5% Government

13.7% Gen X

6.8% Other

36.7% Millennial

5% Education

25.8% Industry

28.6% Gen Z

57.4% Public Accounting

U A C PA N AV I G AT O R 2 0 2 5

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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 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.

CAREER CENTER

KNOWLEDGE HUB

Find top job candidates for openings at your company. Members can post jobs at no extra cost. For questions or support, email 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.

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U A C PA N AV I G AT O R 2 0 2 5

ANNUAL EVENTS

GOLF TOURNAMENT

AWARDS AND INAUGURATION

The golf tournament helps raise funds for the Utah CPA Foundation and supports students working towards careers in accounting and offers scholarships to students on their way to becoming a CPA.

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

PARTNERS As a member, you have access to discounts from UACPA partners on the business products and services you use.

U A C PA N AV I G AT O R 2 0 2 5

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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 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 lobbyists 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. They also provide scholarships to college graduates pursuing their CPA license.

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

WeberBiz Summer 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

CAMPUS AMBASSADORS

This retreat helps in developing new skills and tools to propel you into the future as a leader. Every year, 20 attendees are selected to be a part of this exclusive group where leadership foundations and relationships are built.

Find the UACPA represented at every University campus in Utah with ambassadors who coordinate activities and events, including the annual Future CPA Summit.

NETWORKING EVENTS

NEW CPA INAUGURATION

Expand your professional network by connecting with your peers navigating similar career paths. Our exclusive lunch events provide a relaxed setting for meaningful networking, alongside opportunities for CPE and engaging activities.

New CPAs are recognized at this event that 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 September.

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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.

COMMITTEES

VOLUNTEER FAQS

Volunteer Committees • Annual Conference Committee • Business & Industry Council • 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 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

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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.

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 a “by appointment only” committee?

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

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COMMITTEES

Bring your skills and interests and connect with other volunteers 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.

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

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 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.

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Executive Board

The 2025 - 2026 board members are committed to driving the UACPA forward.

PRESIDENT

PRESIDENT-ELECT

Dan Frei, CPA

Amy Anholt, CPA

Director of Business Operations

Chief Financial Officer

State of Utah

Car ADAS Solutions

VICE PRESIDENT

SECRETARY

Rusty Hansen, CPA

Dan Greer, CPA

Tax Partner

Director of Finance and Operations

Davies + Allen, P.C.

Church of Jesus Christ of Latter-day Saints

TREASURER

MEMBER AT LARGE

David Peaden, CPA

Clinton Armstrong, CPA

National Assurance Partner

Owner

Eide Bailly LLP

Armstrong, CPAs & Advisors

MEMBER AT LARGE

EMERGING PROFESSIONALS MEMBER AT LARGE

Noah Meyers, CPA Assistant Professor of Accounting

Melanie Spencer, CPA

Utah Valley University

Vice President Finance Beans and Brews Coffeehouse

AICPA COUNCIL REP Stacy Weight, CPA

IMMEDIATE PAST PRESIDENT Jason Tomlinson, CPA

Chief Administrative Officer Utah Community Action

Senior Consultant, Sales & Use Tax Ryan

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

The new plan was launched in early 2025. Below is the breakdown of our four strategic imperatives to hep us steer the profession toward a positive future.

Advocacy

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

MISSION, VISION, VALUES 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.

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

Member Development

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

Member Engagement

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

CPA Pipeline

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

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 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

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