quicksearch august/september 2019 · table of contents 2 2019 marijuana business symposium 3 2019...

QuickSearch

COCPA COLORADO SOCIETY OF CPAS

August/September 2019

PAGE THREE

Emerging Leaders SymposiumAUGUST 16

PAGE FOUR

Women’s SummitAUGUST 23

PAGE SIX

Technology ConferenceAUGUST 21-22

Get a

JUMP STARTon your CPE this summer!

CPE CATALOG

BRUCE M. NELSON, CPA

Register at COCPA.org/NelsonSalesTax

SALES TAX UPDATE COURSES WITH

Legislative Update (CPE: 1.0)

Webinar - On-DemandThis year’s Colorado legislative session saw the most dramatic change in Colorado sales tax in the past decade. HB 19-1240 dramatically changes how sales are sourced and will affect every retailer and consumer in the state. Whether you are in public practice or in industry, learning the new sourcing rules and the other legislative changes is a must.

Sales Tax – Current Developments, Problem Areas, and Opportunities (CPE: 4.0)

This seminar will discuss the current status of sales and use tax compliance in Colorado, including the latest in national and local developments on nexus. It will bring you up to date on the most important developments impacting Colorado retailers, manufacturers, taxpayers, and tax practitioners on multiple topics.

Colorado Income Tax – Current Developments, Problem Areas, and Opportunities (CPE: 4.0)

Earlier this year, the Colorado Department of Revenue released 55 pages of new regulations regarding sales apportionment for the state’s income tax sales factor. The new regulations will impact every business that apportions its income among more than one state. This seminar will introduce you to the mechanics and application of these apportionment rules.

DATES/LOCATIONS

Glenwood Springs November 5

Denver December 10

Also available On-Demand!

Table of Contents2 2019 Marijuana Business Symposium

3 2019 Emerging Leaders Symposium

4 2019 Women’s Summit

5 2019 Personal Financial Planning Conference

6 2019 Technology Conference

8 Conference Schedule

9 Yellow Book Schedule

10 Ethics

12 Webinars

14 Live In-Classroom and Webcast Courses

16 Course Schedule by Date and Field of Study

QuickSearchA Guide to CPE from COCPA.

CPE Director Rebecca Campbell, [email protected]

Colorado Society of CPAs7887 E. Belleview Ave., Suite 200 Englewood, CO 80111303-773-2877 800-523-9082Fax: 303-773-6344

www.cocpa.org

CPE Operations and On-Site ProgramsTiffany Carson, [email protected]

CPE Meetings and Marketing CoordinatorAshlee Whelan, [email protected]

JUST ADDED!

8:30 am - 12:00 pm 2019 Mid Year Tax Update – Tax Law Kept Changing During Tax Season. What Did You Miss?

12:30 am - 12:00 pm 2019 Tax Season Chaos – Disclosure? Don’t File an Uncertain Tax Return Without It And Other Late Breaking IRS Practice Developments

8:30 am - 4:30 pm

§199A Pass-Through Deduction – Final Regs Finally Drop Choices, Choices – Which to Choose?

JULY

29

JULY

30

Wrap up your July with these top-rated tax courses.Bradley Burnett, Attorney at Law, Bradley Burnett Tax Seminars

JULY

29

2 COCPA QuickSearch

August 15, 2019 | COCPA Education Center and WebcastLearn more and register at COCPA.org/MBS

8:30 – 8:55 amCannabis Industry Update Jim Marty, CPA, Bridge West LLCRon Seigneur CPA/ABV ASA, CVA, Seigneur Gustafson LLP

8:55 – 9:45 am National Cannabis Overview – Our Observations of the Rapidly Changing and Growing IndustryCalvin Shannon, Bridge West LLC

9:45 – 10:35 am Cannabis Capital ChallengesRon Seigneur CPA/ABV ASA, CVA, Seigneur Gustafson LLPSean McAllister, Esq., McAllister Garfield, PC

10:35 – 10:50 am Break

10:50 – 11:40 am What’s New with the MED?Jim Burack, Colorado Department of Revenue Marijuana Enforcement Division

11:40 am – 12:40 pm Lunch

12:40 – 1:30 pm Being the Trusted Advisor to Marijuana ClientsBernie Taillon, CPA, Triad Tax

1:30 – 2:20 pm Perspectives on Managing Risk in the Hemp IndustryDavid Bush, Hoban Law Group

2:20 – 2:30 pm Break

2:30 – 3:45 pm Industry PanelModerator: Mike Raisch, LivWellAlbert Gutierrez, Med PharmSally Vander Veer, Medicine Man DenverRich Kwesell, Strawberry Fields

3:45 – 4:35 pm Governmental Update

GUIDING THE BUSINESSES OF A GROWING INDUSTRY

GUIDING THE BUSINESSES OF A GROWING INDUSTRY

Check out The Cannabis Industry: Accounting and Appraisal Guide cocpa.org/Cannabis-Book

3August/September

August 16, 2019 | Denver ZooLearn more and register at COCPA.org/Emerging

7:30 – 8:25 am Registration

8:25 – 8:50 am IcebreakerAlexandria Romero, CPA, McPherson, Goodrich, Paolucci & Mihelich PC

8:50 – 9:40 am Connecting with your Money-Part 2Craig Arfsten, CFP®, CPA, Prosperion Financial Advisors

9:40 – 9:55 am Break

9:55 – 11:35 am The Power of Personal VisionDonna Salter, Catalyst Leadership LLC

11:35 am – 12:35 pm Lunch

12:35 – 1:50 pm Achieving Your Highest PriorityDonna Salter, Catalyst Leadership LLC

1:50 – 2:00 pm Break

2:00 – 3:15 pm Solution CirclesDonna Salter, Catalyst Leadership LLC

3:15 – 3:40 pm Team Building Exercise COCPA Team

3:40 – 4:30 pm Board Service 101 Brooks Bryant & Kristy Judd, Spark the Change

4:30 pm Reception

Blockchain ad

THE NEXT STEP ON YOUR PATH TO SUCCESS.

4 COCPA QuickSearch

August 23, 2019 | History Colorado CenterLearn more and register at COCPA.org/WomensSummit

8:25 – 8:30 amWelcomeEmcee: Sheila Balzer, Holben Hay Lake Balzer CPAs LLC – Division of SingerLewak

8:30 – 9:20 am Her Story Jill Tietjen, P.E, Technically Speaking, Inc.

9:20 – 10:10 am Be Your Own AnchorAmanda “Jo” Erven, Audit. Consulting. Education. LLC

10:10 – 10:20 am Break

10:20 – 11:10 am Session to be Announced

11:10 am – 12:00 pm Session to be Announced

12:00 – 1:30 pm Women to Watch Awards Lunch

1:30 – 2:45 pm My Everyday Life PanelTawnya Ramirez, Freelancer, Aurora, Colorado, and Houston, TexasKeely Gohl, Favor Financial LLCWendy Merrill, KPMG LLP

2:45 – 2:55 pm Break

2:55 – 4:10 pm Women on Boards - Now is the Time PanelModerator: Michele Ashby, ACE Board Training for WomenJill Tietjen, P.E, Technically Speaking, Inc.Cindy Grove, Mountain View Bank of Commerce

4:10 – 5:00 pm The 7 Habits of Highly Stressful PeopleStacy Petersen, Stacy P. Dying to Laugh

By Women, For WomenWOMEN’S SUMMITSTRATEGIES FOR THE SUCCESSFUL WOMAN PROFESSIONAL

5August/September

August 28, 2019 | COCPA Education Center and WebcastLearn more and register at COCPA.org/PFPConference

8:30 – 9:20 am Selecting a Trustee?Harley & Krista Look, Katz Look & Onorato, PC

9:20 – 10:10 am Estate Planning for Income Taxes: Maximizing Step-Up in Basis for CouplesJeff Lavine, CPA/PFS, CFP®, CWS®, MSA, KITCES.com

10:10 – 10:25 am Break

10:25 – 11:15 am Real Life Healthcare QuestionsWilliam Lindsay, CLU, CEBS, RPA, Consultant – Healthcare Policy, Insurance & Finance

11:15 am – 12:05 pm Tax Planning for Tax Season Year-RoundScott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle & Associates LLC

12:05 – 1:00 pm Lunch

1:00 – 2:15 pm 10 Critical IRA Errors Advisors Must AvoidJeff Lavine, CPA/PFS, CFP®, CWS®, MSA, KITCES.com

2:15 – 2:25 pm Break

2:25 – 3:15 pm Reacquainting Clients with Volatility Mark J. Smith, CFP®, CPA/PFS, CIMA®, M.J. Smith & Associates

3:15 – 4:30 pm Debrief PanelScott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle & Associates LLCMark J. Smith, CFP®, CPA/PFS, CIMA®, M.J. Smith & AssociatesDavid L. Stevens CFP®, CPA/PFS®, Irongate Financial Services Inc

Add VALUE. Add TRUST. Add GROWTH.

Financial Planningc o n f e r e n c e

Personal

6 COCPA QuickSearch

August 21-22, 2019 | COCPA Education CenterLearn more and register at COCPA.org/TechConf

Tech Update

CPA Firm Technologies

Everything Google

Blockchain and EmergingTechnologies

PDF Tools for Productivity

Personal Privacy

Bring Your Team Together

The Best of the Best - OfficeProductivity Boosters

Going Virtual

Excel Power Query

Personal Technologies

Power BI - Advanced Reporting

Mid-Market Accounting, ERP, andBusiness Intelligence

Sales Tax Compliance in a Post-Wayfair World

Excel’s Best New Features

DAY 1 HIGHLIGHTS DAY 2 HIGHLIGHTS

This Conference is filled with 16 hours of fast-paced presentations designed to maximize your time and enhance your learning. Nationally recognized speakers have extensive expertise in numerous software applications. They will share their knowledge with you in order to help you do your job with efficiency and ease. Participants will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in computer technology. This conference is designed for CPAs in public practice or industry who want to take better advantage of technology to improve efficiency and effectiveness.

Two attendees will be winners of $100 Amazon Gift Cards. Drawing to be held at the end of the conference.

LIVE at COCPA

COCPA Certificate Programs

Tax and Audit Schools

August 5 -9 Firm Leaders

AICPA Tax Boot Camp

These programs provide comprehensive coverage of the duties staff typically perform at each step in their careers. It includes both the core concepts as well as the hands-on application for each topic.

September 30 - October 2 New Staff

October 7 - 8 Experienced Staff/ New In-Charge

October 14 - 15 Experienced In-Charge/Senior

AICPA Audit Boot Camp

These live courses are brought to the COCPA by the AICPA. Final registrations and purchasing will be done through the AICPA website.

Benefits of A Badge

Learn more at cocpa.org/certificate-programs

Demonstrate your commitment to your career as an accounting professional.

Show that you are keeping updated on the latest rules, regulations, and updates.

Demonstratecompetenceinyourselectedfieldaboveandbeyondthebaselevelrequirementsneededinthefield.

Gainrecognitionforasignificantprofessionalachievementand allows you to easily share your completion of the program with fellow colleagues and clients.

8 COCPA QuickSearch

This year’s conferences are one of the best ways to hear the latest information by industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. Most 2019 conferences are also available via live webcast.

If you are interested in serving on a conference planning committee, please contact Tiffany Carson, [email protected].

8/15 Marijuana Business Symposium

8/16 Emerging Leaders Symposium

8/21-22 Technology Conference

8/23 Women's Summit: Strategies for the Successful Woman Professional

8/28 Personal Financial Planning Conference

10/24 CPAs in Industry Conference

10/31 Governmental Conference

11/11-12 AICPA Oil & Gas Conference*

11/14 Accounting and Auditing Conference

12/18 SEC and PCAOB Conference

12/19 Mix and Match Conference

1/15 Don Farmer: Federal Tax Update

Conference Schedule

*This conference is produced by the AICPA and does not qualify for the Season Pass program.

Save

th

e D

ate

Oct 24, 2019 | CPE: 8.0Denver + Webcast

Oct 31, 2019 | CPE: 8.0COCPA + Webcast

9August/September

8/29 Not-for-Profit Financial Reporting: Mastering the Unique Requirements

COCPA or Webcast

9/23 Real-World Frauds Found in Governments (8:30 am - 12:00 pm)

COCPA or Webcast

9/23 Real-World Frauds Found in Not-for-Profits (12:30 - 4:00 pm)

COCPA or Webcast

9/24 Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs COCPA

10/21 Accounting and Reporting for Not-for-Profit Organizations COCPA

11/13 The New Yellow Book: Government Auditing Standards, 2018 Revision COCPA

12/4 Governmental Accounting and Auditing Update COCPA or Webcast

12/6 Annual Update for Governments and Not-for-Profits (8:30 am - 12:00 pm) Pueblo

12/6 Real-World Frauds Found in Governments (12:30 - 4:00 pm) Pueblo

Yellow Book Schedule

TAX YEAR IN REVIEW AND 2019 PLANNING

Toby Clary’s Tax Year in Review and 2019 Planning course will cover final regulations and changes to the Tax Cuts and Jobs Act, a Colorado tax update and additional tax cases you’ll need to know for the 2019 tax season.

TOPICS

Colorado Tax Update

Final Regulations issued on the Tax Cuts and Jobs Act

New Proposed Regulations

Colorado Destination Sourcing for Sales Tax

Planning Points

REGISTER ONLINE AT COCPA.ORG

FIND A COURSE NEAR YOU!Oct 29 STERLING

Nov 8 BOULDER

Nov 14 PUEBLO

Nov 15 COLORADO SPRINGS

Nov 19 DURANGO

Dec 2 GRAND JUNCTION

Dec 3 GLENWOOD SPRINGS

Dec 6 FT. COLLINS

Dec 10 LONGMONT

Dec 13 STEAMBOAT SPRINGS

Dec 18 WESTMINSTER

Dec 20 COCPA

with Toby Clary

Ethics Schedule

10 COCPA QuickSearch

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment10/29 Glenwood Springs 10:00 - 11:40 am10/29 Grand Junction 4:00 - 5:40 pm10/30 Montrose 10:30 am - 12:10 pm11/18 Durango 2:30 - 4:10 pm11/20 Webcast 10:30 am - 12:10 pm12/13 Webcast 10:30 am - 12:10 pm

Ethics and the AICPA’s Principles, Rules, and Responsibilities8/14 Westminster 10:30 am - 12:10 pm10/18 Colorado Springs 10:30 am - 12:10 pm12/2 Webcast 10:30 am - 12:10 pm

Ethics, Blind Spots, and YOU – NEW10/28 Sterling 8:30 am - 12:00 pm11/22 Webcast 8:30 - 10:10 am

Ethics, Culture, and Internal Auditing at your Organization – NEW

10/22 Webcast 8:30 - 10:10 am

Strategies for Resolving Ethical Dilemmas – NEW

12/16 Webcast 8:30 am - 12:00 pm

The A.R.T. of Work: Accountability, Respect, and Trust 10/29 Glenwood Springs 8:00 - 9:40 am10/29 Grand Junction 2:00 - 3:40 pm10/30 Montrose 8:30 - 10:10 am11/18 Durango 12:30 - 2:10 pm11/20 Webcast 8:30 - 10:10 am12/13 Webcast 8:30 - 10:10 am

Colorado Board of Accountancy Statutes, Rules, and Regulations – UPDATED RULES!

8/7 Webcast 8:30 - 10:10 am8/14 Westminster 8:30 - 10:10 am

10/18 Colorado Springs 8:30 - 10:10 am12/2 Webcast 8:30 - 10:10 am

In addition to our new local instructors, the COCPA offers more than 60+ instructors and over 600+ learning programs in all formats (including on-site training, live events and seminars, keynotes, and online formats like webcasts, webinars, and on-demand learning) and field of studies. Each program can be tailored to the needs of your organization and brought to YOU in YOUR office.

It’s time to schedule an on-site presentation for your firm! December 31, 2019 is the deadline to fulfill the Colorado State Board of Accountancy’s requirement for CPE. We can help your CPAs fulfill their requirement by providing an in-house presentation on the field of study of your choice.

Choose from our many LOCAL instructors!

View full course list and custom options at

COCPA.org/onsite-learning

Bring customized learning & training directly to your office

Amanda “Jo” Erven Ethics

Bruce Nelson Tax

Paul HarrisonEthics

Kris Brands Ethics

Tyra Litzau Accounting & Auditing

Rosemary WeissEthics

Keely Gohl Auditing

Ed Frado

Employee Benefit Audits

Robbie Glantz Ethics

Anna Conrad Leadership


Webinar Schedule

Accounting and Auditing 8/9 Construction Contractors: Accounting, Auditing, and Tax (8 hrs)

8/20 U.S. GAAP: Review for Business & Industry (8 hrs)

8/23 Making Internal Audit an Asset for the CFO (2 hrs)

8/28 A/R and A/P: Effective Management Techniques (2 hrs)

8/30 Commodity and Interest Rate Risks: Manage the Unmanageable (2 hrs)

9/3 Analyzing a Company’s Financial Statement (4 hrs)

9/9 Financial Accounting for Related Party Transactions (2 hrs)

9/10 Is Your Business Transferrable? (1.5 hrs)

9/30 Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (2 hrs)

Accounting and Auditing (Government)

8/9 Government Fraud & Abuse: How Reporters Find It Before Auditors (2 hrs)

8/21 Single Audit Primer and Update (Yellow Book) (2 hrs)

9/4 Yellow Book Standards for CPAs in Public Practice (2 hrs)

9/9 Audit Methodologies and Documentation (2 hrs)

Business Law

8/12 Employment Law Update: Examining Critical Issues with FMLA, HIPPA, COBRA, ADA and More (4 hrs)

8/23 Employment Law Update: Reducing Employer Liability (4 hrs)

9/13 Foreign Corrupt Practices Act: Practical Compliance (2 hrs)

Business Management and Organization8/8 4 Critical Factors to Create Sustainable Growth (2 hrs)

8/14 Leadership Skills for Peak Performance in 21st Century (2 hrs)

9/11 Data Analytics Executive Program (5 hrs)

9/26 3 Market Analysis Priorities to Drive Profitability (2 hrs)

9/27 The Changing Role of the Controller: Advancing from Tactical to Strategic (4 hrs)

9/30 Confessions of a Mompreneur: Leadership Lessons Learned (1 hr)

This is a selection of webinar offerings. To see the entire listing of available courses, please visit www.cocpa.org/online.

13August/September

Computer Software and Application8/6 10 Steps to a Digital Office in the Cloud (2 hrs)

8/15 Time to Get Serious About Information Security (2 hrs)

8/21 Excel – Two Must Know Features: Defined Names & Tables (2 hrs)

9/5 Adobe Acrobat Must Know Features for Beginners (4 hrs)

9/18 MS PowerPoint – Create Presentations that Engage Your Audience (2 hrs)

9/26 Simplifying Security of Online Passwords (1 hr)

Finance8/9 Controller’s Update: Today’s Latest Trends (4 hrs)

9/10 Bitcoin – What You Should Know About This Digital Currency (2 hrs)

9/30 Financial Forecasting: Planning for Success (4 hrs)

Specialized Knowledge

8/1 Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization (4 hrs)

8/5 How to Build a Virtual Accounting Services Practice (3 hrs)

8/8 Robotic Process Automation Strategy for Business Leaders (5.5 hrs)

9/11 The Cannabis Industry: Business & Intellectual Appraisal (2 hrs)

9/16 Blockchain Technology – What Every CPA Should Know (2 hrs)

Taxes8/2 Individual Tax Fundamentals (8 hrs)

8/13 Tax Research I (4 hrs)

8/15 Social Security and Medicare: Maximizing Retirement Benefits (4 hrs)

8/27 Understanding the New Partnership Audit Rules (2 hrs)

9/5 Health Care Reform Act: Critical Tax and Insurance Ramifications (3 hrs)

9/17 Year-End Tax Planning: Thinking Outside the Box (2 hrs)

9/19 Blockchain Implications for Tax (8.5 hrs)

9/23 Capitalization and Tax Depreciation: Review and Update (2 hrs)


Live In-Classroom & WebcastThe following courses are offered live in-person, as well as live via webcast. For more webcast classes, visit www.cocpa.org.

8/2 Farm and Ranch Taxation

8/15 Marijuana Business Symposium

8/28 Personal Financial Planning Conference

8/29 Not-for-Profit Financial Reporting: Mastering the Unique Requirements

9/23 Real-World Frauds Found in Governments

9/23 Real-World Frauds Found in Not-for-Profits

10/24 CPAs In Industry Conference

10/28 Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities

10/28 Section 199A: Applications and Challenges in 2019

10/31 Governmental Conference

11/5 Securing a Comfortable Retirement in the Age of Spending

11/12 Enterprise Risk Management: New Approaches for Today’s Complexities

11/14 Accounting and Auditing Conference

11/18 Individual Income Taxation: Practical Tax Return Guidance for Your Upcoming Tax Season

12/4 Governmental Accounting and Auditing Update

12/10 Hot Tax Planning Developments Under the Current Tax Law

12/10 Sales Tax – Current Developments, Problem Areas, and Opportunities

12/11 Annual Update for Controllers

12/18 SEC and PCAOB Conference

12/19 Mix and Match Conference

12/20 Tax Year In Review and 2019 Planning

1/15/20 Don Farmer: Federal Tax Update

15August/September

Individual Income Tax Workshop (Webcast)

NOVEMBER 7 6:00 AM - 2:00 PM8 hrs of CPE Instructor: Walter Nunnallee

This course will focus on Tax Developments that affect 2019 Individual Income Tax Return preparation and planning.

Corporate Income Tax Workshop (Webcast)

NOVEMBER 8 6:00 AM - 2:00 PM8 hrs of CPE Instructor: Walter Nunnallee

This course will review developments that affect 2019 Income Tax Return preparation and 2019 Income Tax planning for businesses.

Federal Tax Update (Denver and Webcast)

JANUARY 15 8:30 AM - 4:30 PM 8 hours of CPE Instructor: Don Farmer

In this course, we review current year developments and planning ideas affecting individual, corporate and business income taxation.

THE MOST FUN YOU CAN HAVE AT A TAX SEMINAR

August 12 - 13 AICPA SOC School

August 19 AICPA Cyber Fundamentals

September 9 - 11 AICPA COSO School

September 16 -17 AICPA Data Analysis Fundamentals

October 23 - 24 AICPA Application of Data Analysis

COCPA-hosted AICPA Courses Coming Soon!

*Final registrations and purchasing will be done through the AICPA website.

+


Course Schedule by Date and Field of Study

KEY:

A: AICPA members who register for these courses will receive an additional $30 per day discount. +: New Course in 2019

: Live-Streaming Webcast Y: Meets Yellow Book Requirement

To register for courses, and full course registration policies, please visit www.cocpa.org.

Unless otherwise noted, all class times are 8:30 am – 4:30 pm.

Key Date Course Title CPE Member Fee

Non-member

FeeLocation

ACCOUNTING & AUDITING8/12-13/19 AICPA SOC School 16 1805 2205 COCPA

A Y

8/29/19 Not-for-Profit Financial Reporting: Mastering the Unique Requirements

8 370 529 COCPA

9/9-11/19 AICPA COSO School 25.5 1799 2199 COCPA

Y 9/23/19 Real-World Frauds Found in Not-for-Profits (12:30 - 4:00 pm)

4 185 264 COCPA

A 9/25/19 Annual Update for Accountants and Auditors

8 370 529 COCPA

+ 9/26/19 Audit Workpapers: Documenting Field Work (8:30 am - 12:00 pm)

4 185 264 COCPA

9/26/19 Fraud and Cash Receipts: Common Frauds and Internal Controls (12:30 - 4:00 pm)

4 185 264 COCPA

9/30-10/2/19 AICPA Audit Training - New Staff 16 1095 1495 COCPA

10/7-8/19 AICPA Audit Training - Experienced Staff/New In-Charge

16 1395 1795 COCPA

10/14-15/19 AICPA Audit Training - Experienced In-Charge/Senior

16 1395 1795 COCPA

10/28/19 Annual Update for Accountants and Auditors

8 370 529 Glenwood Springs

+ 10/31/19 Revenue Recognition, Leases, and Financial Instruments: The FASB’s “Big Three” New Standards

8 395 565 COCPA

+ 11/1/19 Financial Statement Disclosures: A Guide for Small- and Medium-Sized Businesses (8:30 am - 12:00 pm)

4 195 280 COCPA

+ 11/1/19 Accounting for Financial Statement Uncertainty: Estimates, Contingencies, and Going Concern (12:30 - 4:00 pm)

4 195 280 COCPA

17August/September

11/7/19 Small Business Internal Controls, Security, & Fraud Prevention & Detection

8 375 535 COCPA

A 11/11/19 Preventing, Detecting, and Investigating Identity Theft

8 370 529 COCPA

A 11/21/19 Auditing Employee Benefit Plans 8 370 529 COCPA

12/16-17/19 SEC Reporting 16 695 994 COCPA

12/20/19 Excel Financial Reporting and Analysis 8 375 535 COCPA

ACCOUNTING & AUDITING – GOVERNMENTY 9/23/19 Real-World Frauds Found in Governments

(8:30 am - 12:00 pm)4 185 264 COCPA

A Y 9/24/19 Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs

8 370 529 COCPA

A Y 10/21/19 Accounting and Reporting for Not-for-Profit Organizations

8 370 529 COCPA

A Y +

11/13/19 The New Yellow Book: Government Auditing Standards, 2018 Revision

8 370 529 COCPA

A Y 12/4/19 Governmental Accounting and Auditing Update

8 370 529 COCPA

Y 12/6/19 Annual Update for Governments and Not-for-Profits (8:30 am - 12:00 pm)

4 225 321 Pueblo

Y + 12/6/19 Real-World Frauds Found in Governments (12:30 - 4:00 pm)

4 225 321 Pueblo

COMPUTER SOFTWARE & APPLICATIONS/ INFORMATION TECHNOLOGY+ 8/19/19 AICPA Cyber Fundamentals 16.5 745 1145 COCPA

8/21/19 2019 Technology Conference - Day 1 8 375 535 COCPA

8/22/19 2019 Technology Conference - Day 2 8 375 535 COCPA

11/6/19 Budgeting and Forecasting Tools and Techniques

8 375 535 COCPA

CONFERENCES 8/15/19 Marijuana Business Symposium 8 370 529 COCPA

8/16/19 Emerging Leaders Symposium 8 399 570 Denver

8/23/19 Women’s Summit: Strategies for the Successful Woman Professional

8 385 550 Denver

8/28/19 Personal Financial Planning Conference 8 375 535 COCPA

10/24/19 CPAs in Industry Conference 8 375 535 Denver

10/31/19 Governmental Conference 8 375 535 COCPA


Non-member

FeeLocation

: Live-Streaming Webcast Y: Meets Yellow Book Requirement


11/11-12/19 AICPA Oil and Gas Conference - 1075 1475 Denver

11/14/19 Accounting and Auditing Conference 8 375 535 COCPA

12/18/19 SEC and PCAOB Conference 8 375 535 Denver

12/19/19 Mix and Match Conference 8 375 535 Denver

FINANCEA 12/11/19 Annual Update for Controllers 8 370 529 COCPA

A 12/12/19 Advanced Controller and CFO Skills 8 370 529 COCPA

MANAGEMENT SERVICESA +

11/12/19 Enterprise Risk Management: New

Approaches for Today’s Complexities8 370 529 COCPA

11/15/19 Operational Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance

8 370 529 COCPA

PERSONNEL/HR The courses below are a series, see back page.

+ 8/26/19 Insights into Team and Leadership Effectiveness (8:30 am - 12:00 pm)

4 185 264 COCPA

+ 9/19/19 Resiliency and Courageous Conversations (8:30 am - 12:00 pm)

4 185 264 COCPA

+ 10/18/19 Leading Change (8:30 am - 12:00 pm) 4 185 264 COCPA

+ 11/13/19 Leadership Essentials: Delegation and One on One (8:30 - 9:30 am)

1 55 79 Webcast

+ 12/13/19 Inspiring and Motivating Others (8:30 am - 12:00 pm)

4 185 264 COCPA

SPECIALIZED KNOWLEDGE9/16-17/19 AICPA Data Analysis Fundamentals

Certificate12 695 1095 COCPA

STATISTICS10/23-24/19 AICPA Application of Data Analysis

Essentials Certificate16 1395 1795 COCPA

TAXES 8/2/19 Farm and Ranch Taxation 8 395 564 COCPA

8/5-9/19 AICPA Tax Training School - Firm Leaders 40 1755 2155 COCPA

+ 10/28/19 Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (8:30 am - 12:00 pm)

4 195 280 COCPA


Non-member

FeeLocation

19August/September

+ 10/28/19 Section 199A: Applications and Challenges in 2019 (12:30 - 4:00 pm)

4 195 280 COCPA

+ 10/29/19 Buying and Selling a Business: Critical Tax and Structuring Issues

8 395 565 COCPA

10/29/19 Tax Year In Review and 2019 Planning 8 385 550 Sterling

10/30/19 Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)

4 225 321 Westminster

10/30/19 Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)


+ 10/30/19 Real Estate Tax Boot Camp 8 395 565 COCPA

11/1/19 The Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas

8 425 607 Longmont

11/4/19 Social Security and Medicare Planning 8 395 565 COCPA

+ 11/5/19 Securing a Comfortable Retirement in the Age of Spending

8 395 565 COCPA

+ 11/5/19 Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)


+ 11/5/19 Colorado Income Tax – Current Developments, Problem Areas, and Opportunities (12:30 - 4:00 pm)


11/6/19 Estate and Life Planning Issues for the Middle-Income Client

8 425 607 Colorado Springs

11/6/19 The Best S Corporation, Limited Liability, and Partnership Update

8 425 607 Grand Junction

11/7/19 Don Farmer’s 2019 Individual Income Tax Workshop

8 290 390 Webcast

11/8/19 Don Farmer’s 2019 Corporate Income Tax Workshop

8 290 390 Webcast


8 385 550 COCPA

11/8/19 Tax Year In Review and 2019 Planning 8 395 565 Boulder


4 200 285 Ft. Collins

11/11/19 Reviewing S Corporation Tax Returns: What Are You Missing? (12:30 - 4:00 pm)

4 200 285 Ft. Collins

11/14/19 Tax Year In Review and 2019 Planning 8 395 565 Pueblo

11/15/19 Tax Year In Review and 2019 Planning 8 395 565 Colorado Springs


Non-member

FeeLocation


A + 11/18/19 Individual Income Taxation: Practical Tax Return Guidance for Your Upcoming Tax Season

8 370 529 COCPA

A 11/19/19 Annual Tax Update: Corporations and Pass-Through Entities

8 370 529 COCPA

11/19/19 Tax Year In Review and 2019 Planning 8 410 585 Durango




8 425 607 Longmont

12/2/19 Tax Year In Review and 2019 Planning 8 395 565 Grand Junction

12/3/19 Tax Year In Review and 2019 Planning 8 410 585 Glenwood Springs


4 225 321 Boulder


4 225 321 Boulder


8 425 607 Durango

12/6/19 Tax Year In Review and 2019 Planning 8 395 565 Ft. Collins


4 185 264 COCPA


4 185 264 COCPA

12/10/19 Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)

4 200 285 COCPA

+ 12/10/19 Sales Tax – Current Developments, Problem Areas, and Opportunities (12:30 - 4:00 pm)

4 200 285 COCPA

12/10/19 Tax Year In Review and 2019 Planning 8 395 565 Longmont


8 425 607 Pueblo


8 425 607 Colorado Springs

12/13/18 Tax Year In Review and 2019 Planning 8 410 585 Steamboat Springs

12/18/19 Tax Year In Review and 2019 Planning 8 395 565 Westminster

12/20/19 Tax Year In Review and 2019 Planning 8 370 529 COCPA

1/15/20 Don Farmer: Federal Tax Update 8 425 607 Denver


Non-member

FeeLocation

21August/September

CPE SEASON PASS PACKAGES INCLUDE:

Group Study Programs - Live, in-person Denver and Chapter Seminars; conferences;

webcasts; and webinars. You may attend the January Don Farmer seminar for an additional $49. The CPE

Season Pass is valid for programs scheduled, for one year from date of purchase.

TO PURCHASE YOUR CPE SEASON PASS, VISIT cocpa.org/seasonpass. For a company subscription, call the COCPA Member Services team at 303-773-2877 or 800-523-9082.

One fee. Hours of CPE.

SAVE UP TO 20% OFF YOUR COURSES!

80 hrs: $3,100 | 40 hrs: $1,550 | 24 hrs: $930

NOTE: The AICPA hosted courses at the COCPA are not included.

Want to expand your reach? Contact Ashlee at [email protected].

COCPASPONSORSHIP OPPORTUNITIES

Membership Events CPE Conferences & Seminars

CPAs Make a Difference Celebration

Executive Happy Hours

Through event sponsorship with COCPA, you can expect exposure to and exponential contact with thousands of

engaged professionals and those they serve.

Col

orad

o So

ciet

y of

CPA

s78

87 E

. Bel

levi

ew A

ve.,

Sui

te 2

00

Eng

lew

ood

, CO

80

111

Enhance your leadership skills with this 17-hour CPE series!Attendees must register for all courses in the series.

T H E C O C PA

LEADERSHIP SKILLS S E R I E S

with Anna Conrad, JD

Register today at cocpa.org/LeadershipSkills

quicksearch august/september 2019 · table of contents 2 2019 marijuana business symposium 3 2019...

Documents