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 .
CPE ADVOCACY
The UACPA champions CPAs in the legislature, NASBA, DOPL, nationally, and beyond, advocating for the profession’s value.
Members save on all CPE webinars and conferences, plus get Utah’s free Laws & Rules credit ($125 value).
BREAKING NEWS + COMMUNICATION
Never miss a beat! Regular email updates and our quarterly publication, The Journal Entry, keep you in the loop.
PIPELINE
Get involved with the future of the profession through the events for K-12 events, and our mentoring and Campus Ambassador programs.
LEADERSHIP DEVELOPMENT
Elevate your leadership presence with trainings designed exclusively for new professionals. Leadership Academy helps you sharpen your skills to propel you to new heights of professional influence.
801-466-8022
mail@uacpa.org www.uacpa.org
Managing Editor
Amy Spencer
as@uacpa.org
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
CPE
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.
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.
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
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
The UACPA staff can be reached weekdays from 7 a.m. - 3 p.m. | 801-466-8022
ad@uacpa.org
AMY SPENCER
DEBBIE DUJANOVIC
APRIL DENEAULT
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
UACPA
Conferences & Classes
Webinars Self Study & On Demand
Filter classes to find what you need based on date or topic. You can also search by vendor, credit range
Chat with us live between 7 a.m. and 3 p.m. Monday through Friday
See All Classes
The following conferences are held annually and curated by volunteer members of the UACPA.
CHAPTERS CONFERENCES
State & Local Government Conference Annual Conference
MAY 10
Time: 8 a.m. – 4 p.m.
Location: Little America Hotel
CPE: 8 hours
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
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
COLOR COUNTRY
St. George
CEDAR BREAKS
Cedar City
DOWNTOWN
Salt Lake City
MOUNTAIN
Park City and Heber
NORTHERN Ogden and Brigham City
SOUTHERN Provo and Orem
UINTA BASIN
Vernal and Roosevelt
FREE CPE
BUSINESS & INDUSTRY SERIES
The Business & Industry council offers monthly programs with speakers and business tours on timely topics.
• 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.
UACPA Virtual Courses
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
MEMBERSHIP GUIDE 2025 MEMBERSHIP
OVERVIEW
BY MEMBERSHIP CATEGORY
4,786 MEMBERS
GENERATION BY WORK AREA
RESOURCES
PUBLICATIONS 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.
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
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.
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.
KNOWLEDGE HUB
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.
ANNUAL EVENTS
GOLF TOURNAMENT
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.
PARTNERS
AWARDS AND INAUGURATION
The awards banquet is held yearly to celebrate newly licensed CPAs and outstanding members who deserve recognition for their work.
As a member, you have access to discounts from UACPA partners on the business products and services you use.
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 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
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.
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 EMERGING PROFESSIONALS
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.
NETWORKING EVENTS CAMPUS AMBASSADORS
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.
Find the UACPA represented at every University campus in Utah with ambassadors who coordinate activities and events, including the annual Future CPA Summit.
NEW CPA INAUGURATION
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.
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 COMMITTEES
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
VOLUNTEER FAQS
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
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.
Executive Board
The 2025 - 2026 board members are committed to driving the UACPA forward.
PRESIDENT
Dan Frei, CPA
Director of Business Operations
State of Utah
Davies + Allen, P.C.
TREASURER
David Peaden, CPA
National Assurance Partner
Eide Bailly LLP
MEMBER AT LARGE
Noah Meyers, CPA
Assistant Professor of Accounting
Utah Valley University
AICPA COUNCIL REP
Stacy Weight, CPA
Chief Administrative Officer
Utah Community Action
PRESIDENT-ELECT
Amy Anholt, CPA
Chief Financial Officer
Car ADAS Solutions
SECRETARY
Dan Greer, CPA
Director of Finance and Operations Church of Jesus Christ of Latter-day Saints
MEMBER AT LARGE
Clinton Armstrong, CPA
Owner
Armstrong, CPAs & Advisors
EMERGING PROFESSIONALS
MEMBER AT LARGE
Melanie Spencer, CPA Vice President Finance
Beans and Brews Coffeehouse
IMMEDIATE
PAST PRESIDENT
Jason Tomlinson, CPA
Senior Consultant, Sales & Use Tax
Ryan
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.
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.
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
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.
SALT LAKE CITY, UT 84101
Annual Conference
DECEMBER 12 - 13