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CPE CATALOG
December 2020
BUNDLE UP with COCPA’s latest courses SEC & PCAOB Conference
Mix and Match Conference
DECEMBER 15
DECEMBER 17
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Tax Year in Review and 2020 Planning BACK COVER
COCPA
COLORADO SOCIETY OF CPAS
The most fun you can have at a tax seminar!
JANUARY 19, 2021
| WEBCAST | CPE: 8.0
Be prepared to laugh while learning about the latest developments that affect federal taxation at the annual Don Farmer Federal Tax Update. This is COCPA’s most popular tax program and regularly receives top instructor evaluations. This essential training will emphasize all major new tax legislation as well as other significant tax developments that affect 2020 tax return preparation and 2020 tax planning for individuals, corporations, and non-corporate businesses.
REGISTER AT
COCPA.ORG/DONFARMERFED
Table of Contents
QuickSearch A Guide to CPE from COCPA. Chief Operating Officer and Chief Learning Officer Rebecca Campbell, CAE rebecca@cocpa.org CPE Operations and On-Site Programs Tiffany Carson, CMP tiffany@cocpa.org CPE Meetings and Marketing Coordinator Ashlee Isard, CMP ashlee@cocpa.org Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111 303-773-2877 800-523-9082 Fax: 303-773-6344 www.cocpa.org
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SEC & PCAOB Conference
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Yellow Book Schedule
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Mix & Match Conference
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Ethics Schedule
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Webinar Schedule
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December Course Highlights
12
Course Schedule by Date and Field of Study
CUSTOMIZED TEAM TRAINING
High-quality, specialized CPE for your team COCPA Customized Team Training makes it possible to customize learning and CPE for your staff’s specific needs. Choose from some of our most popular courses, or build your own by choosing an instructor, focus area, materials, time, & length. Lead the session yourself while letting us supply the materials, or bring in one of our expert instructors to guide the discussion according to your goals. We’ll work with you to bring a customized course directly to your office, in-person or virtually!
View full course list and custom options at
cocpa.org/customized-training
FEATURED SPEAKERS Amanda “Jo” Erven Ethics
Keely Gohl Auditing
NEW INSIGHTS FOR A
CHANGING REGULATORY LANDSCAPE SEC & PCAOB CONFERENCE
December 15, 2020 | CPE: 8.0 Learn more and register at COCPA.org/SECPCAOB 8:30 – 10:10 am
SEC Update: What You Might Have Missed in 2020 While Busy with Other Things
10:10 – 10:25 am
Break
10:25 – 11:15 am
Valuations During Uncertain Times
Scott A. Taub, CPA, Financial Reporting Advisors, LLC
Dave Lindstrom, ASA, CEIV, Stout
11:20 am – 12:35 pm Managing Cybersecurity and Data Privacy Risks in Turbulent
Times
Stephen Head, CPA, CISSP, CISM, CDPSE, CMA, CFE, CISA, CGEIT, CRISC, CBCP, MCSE, CHP, CHSS, CITP, CGMA, CPCU, Jefferson Wells 12:35 – 1:00 pm
Lunch
1:00 – 1:50 pm
Critical Audit Matters - The Time is Now!
1:55 – 2:45 pm
Current Events at the PCAOB
2:45 – 2:55 pm
Break
2:55 – 4:10 pm
Panel: SEC Issues - What Keeps You Up at Night?
Kathie Bugg-Hennessey, Moss Adams LLP
J. Robert Brown, Jr., Public Company Accounting Oversight Board
Phil Doty, Moderator/Audit Committee Member, Retired - Plante Moran Reid Godbolt, Jones & Keller Ashlie Thorburn, Zynex Medical, Inc. Julie A. Courkamp, First Western Financial, Inc.
Do you have questions for this panel? Please submit them to tiffany@cocpa.org.
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COCPA QuickSearch
Yellow Book Schedule 12/1
The New Yellow Book: Government Auditing Standards, 2018 Revision This course is based on Government Auditing Standards, 2018 Revision, which is effective for financial audits of fiscal years ending on or after June 30, 2020.
12/16
Governmental and Not-for-Profit Annual Update This update course is designed to prepare you for the latest accounting and auditing developments affecting governments and not-for-profits.
12/21
Applying the Uniform Guidance in Your Single Audits This course provides you with the knowledge to be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance and the Single Audit Act.
Construction & Real Estate Online Conference DECEMBER 7-9, 2020 Register today at cocpa.org/Construction-RE
Register today at cocpa.org/Wine-Industry December
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A POTPOURRI OF CPE December 17, 2020 | CPE: 8.0
Learn more and register at COCPA.org/MixMatch
CHOOSE YOUR TRACK! TECHNOLOGY
8:25 – 9:20 am
INDUSTRY
TAX
Welcome K2’s Tech Update
Tommy Stephens, K2 Enterprises 9:20 – 9:30 am
Break
9:30 – 10:45 am
BREAKOUT SESSIONS - CHOOSE ONE
Best Practices for Remotely Managing Your Team
Tommy Stephens, K2 Enterprises
Thriving During Recessionary Times Part 1
Jim Lindell, CPA, CGMA, CSP, Thorsten Consulting Group, Inc.
Remote Returns: Automating the Assembly, Delivery
Steven Lyon, SafeSend Returns
THANK YOU TO OUR SPONSOR:
10:45 – 10:55 am
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Break
COCPA QuickSearch
10:55 am – 12:10 pm BREAKOUT SESSIONS - CHOOSE ONE
Mastering Advanced Excel Functions and Formulas
Tommy Stephens, K2 Enterprises
Thriving During Recessionary Times Part 2: Tools to Improve Your Organization’s Budgeting Process
Jim Lindell, CPA, CGMA, CSP, Thorsten Consulting Group, Inc.
PPP (Paycheck Protection Program) Aiming At and Hitting a Moving Target Bradley Burnett, Esq., Bradley Burnett Tax Seminars 12:10 – 1:00 pm
Lunch
1:00 – 2:15 pm
BREAKOUT SESSIONS - CHOOSE ONE
The Very Real Risk of Ransomware
Tommy Stephens, K2 Enterprises
Future of Accounting – 2025
Jim Lindell, CPA, CGMA, CSP, Thorsten Consulting Group, Inc.
Pandemic vs. Economy: How Congress Has Weighed In
Bradley Burnett, Esq., Bradley Burnett Tax Seminars 2:15 – 2:25 pm
Break
2:25 – 3:40 pm
BREAKOUT SESSIONS - CHOOSE ONE
Creating Stunning Dashboards with Power BI Desktop
Tommy Stephens, K2 Enterprises
Reinventing the Office – Lean and Robotic Process Automation
Jim Lindell, CPA, CGMA, CSP, Thorsten Consulting Group, Inc.
2020 Tax Update: Cases and Rulings
Bradley Burnett, Esq., Bradley Burnett Tax Seminars 3:40 - 4:30 pm
December
Leading Through Zoom: Crucial Connections at a Distance Christina Rowe, MSOL, The Collaborative - Leadership and Team Development
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Ethics Schedule Becoming The Everyday Ethicist 12/8
Webcast
8:30 - 10:10 am
Colorado Board of Accountancy Statutes, Rules, and Regulations 12/9
Webcast
9:30 - 11:10 am
Ethics and the AICPA’s Principles, Rules, and Responsibilities 12/9
Webcast
11:30 am - 1:10 pm
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 12/21
Webcast
10:30 am - 12:10 pm
The Ethics of Care in the Workplace - NEW 12/21
Webcast
8:30 - 10:10 am
YES YOU CAN: Auditing Culture & Ethics at Your Organization 12/8
Webcast
10:30 am - 12:10 pm
ARTIFICIAL INTELLIGENCE, BIG DATA, AND ETHICS
Ethics Courses with
TED VIAL DECEMBER 2 WEBCAST
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8:30 - 10:10 AM One of the most important ethical issues raised or exacerbated by AI concerns data: how is it collected, to whom does it belong, what do individuals and businesses need to know, and what is data citizenship? Participants will gain an accurate (but non-math, nonengineering) understanding of what AI can and cannot do with data, what ethical issues arise, and what the practices are that businesses and individuals should utilize.
ARTIFICIAL INTELLIGENCE, BIAS, AND ETHICS 10:30 AM - 12:10 PM Participants will gain an accurate (but non-math, non-engineering) understanding of how bias seeps into AI models, even if the computer algorithms are coded in a non-biased way. They will know what transparency is (the ability to show why a computer made certain decisions and recommendations) and how transparency may be achieved (in some cases).
Register now at cocpa.org COCPA QuickSearch
NEXUS, TELEWORKING, DOMICILE, AND RESIDENCY –
WHAT A MESS!
December 4 CPE: 2.0 • Virtual Instructor: Bruce M. Nelson, CPA Telecommuting, or teleworking if you will, has always raised state and local tax issues. Unfortunately, the COVID-19 pandemic, crippled state budgets, and changing nexus standards have made teleworking tax issues a primary concern for CPAs in both public accounting and industry. In this two-hour seminar, Bruce Nelson will provide the context in which these issues arise and will offer an approach for identifying and solving them. This will be a packed two hours in which your questions will be welcomed and answered. Our objective is simple – upon completing this program, you will have the tools to address and solve your teleworking problems.
TOPICS INCLUDE: • Where and when your client or business has nexus. • The Multistate Tax Commission’s proposed changes to P.L. 86-272. • Which states are being “naughty” and which are “nice.” • De minimis thresholds. What are they and how do they work? • Reciprocity agreements and how they work. • Withholding income taxes for an employee. • The “convenience-ofemployer” test. • The Telebright case and its progeny. • Chances of federal legislation.
Connect, Laugh & Learn F O R YO U N G P R O F E S S I O N A L S
with John Garrett
WEBCAST L IVE
December 17
4:00 – 5:00 p.m. MT Young Professionals Happy Hour with John and Friends No CPE credit
Register at
cocpa.org/Garrett-YP December
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Webinar Schedule This is a selection of webinar offerings with our partners. To see the entire listing of available courses, please visit www.cocpa.org/online. Accounting and Auditing 12/1
COVID-19: Revenue Recognition Implications (2 hrs)
12/2
Integrating Audit Data Analytics into the Audit Process (8 hrs)
12/10
U.S. GAAP: Review for Business & Industry (8 hrs)
12/14
COVID-19: Impact on the Audit (2 hrs)
12/15
Financial and Tax Accounting for S Corporations (4 hrs)
12/17
Forensic Accounting: Uncovering Schemes and Scams (4 hrs)
12/21
COVID-19: Financial Statement & Disclosure (2 hrs)
12/23
Preparation, Compilation, and Review Engagements: Update and Review (4 hrs)
12/30
Communicating Financial Information to Non-Accountants (2 hs)
Accounting and Auditing (Government) 12/11
Governmental Accounting and Auditing Update (8 hrs)
12/21
Applying the Uniform Guidance in Your Single Audits (8 hrs)
12/29
Using Internal Control to Strengthen Security, Efficiency, and Employee Conduct (8 hrs)
Business Management and Organization 12/1
Advanced Negotiations: Beyond Getting to Yes (1 hr)
12/4
Critical Thinking for Financial Professionals (1 hr)
12/7
Death of An Accountant – Pathway To Advisory Services (1 hr)
12/16
Change the Way You Work: Success as a Virtual CFO (4 hrs)
12/18
Surviving and Pivoting to the Next Normal (2 hrs)
12/21
The Changing Role of the Controller: Advancing from Tactical to Strategic (4 hrs)
Computer Software and Application
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12/3
Excel – Advanced Spreadsheet Troubleshooting Techniques (2 hrs)
12/9
Power BI – Prepare Your Data Efficiently for Excel Analysis (2 hrs)
12/10
Office 365 Teams App – Start Transforming Your Organization (3 hrs)
12/15
Excel – Building Powerful Lookup & Reference Formulas (2 hrs)
12/23
Office 365 – Ready, Set, Go! – Developing Your Strategy (2 hrs)
12/28
Power BI – Use Advanced Calculations with DAX Formulas (4 hrs)
COCPA QuickSearch
Finance 12/8
Data Analytics for Finance Managers (Day 1) (6 hrs)
12/9
Data Analytics for Finance Managers (Day 2) (6 hrs)
12/17
Cash Conversion Cycle: Tools and Techniques (2 hrs)
12/18
Controller’s Update: Today’s Latest Trends (4 hrs)
Specialized Knowledge 12/4
Cannabis and Hemp/CBD Analysis and Appraisal (2 hrs)
12/11
Demystifying Artificial Intelligence (3.5 hrs)
12/16
Keeping Retirement SECURE – New Act…New Opportunities (1 hr)
12/17
Roadmap to Artificial Intelligence (4 hrs)
12/28
Blockchain Technology: What Every CPA Should Know Update (2 hrs)
Taxes 12/2
Annual Tax Update: Corporations and Pass-Through Entities (8 hrs)
12/4
Corporate Income Tax Return Fundamentals (8 hrs)
12/9
The Cannabis Industry: Taxes, IRS Audits and Sec. 280E (2 hrs)
12/10
Multi-State Taxation (8 hrs)
12/16
IRAs: Tax Efficient Tools for Retirement (8 hrs)
12/17
Guide to 1041 Preparation of Estates and Trusts (2 hrs)
12/21
Annual Tax Update: Individuals and Sole Proprietors (8 hrs)
12/30
Key Tax Issues Facing Business and Industry (2 hrs)
One fee. Hours of CPE. SAVE $50 OR MORE PER 8-HOUR COURSE!
120 hrs $4,800
80 hrs $3,200
40 hrs $1,600
24 hrs $960
CPE SEASON PASS PACKAGES INCLUDE:
Group Study Programs - Live, Denver and Chapter Seminars; conferences; webcasts; and webinars. Note: AIPCA conferences are not included.
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. December
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DECEMBER
Course Highlights
4 HR
Legal Issues in the Workplace December 2 (8:30 am – 12:10 pm)
This concentrated program offers an overview of the complex legal issues associated with day to day employment decisions and actions. 4 HR
Maximizing Your Social Security Benefits December 3 (8:30 am – 12:00 pm)
This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad of other related retirement planning issues. 4 HR
Required Minimum Distributions: Compliance and Planning December 3 (12:30 – 4:00 pm)
Your clients depend on you to help them navigate the rules regarding required minimum distributions and the taxation of distributions. This course addresses compliance issues and planning opportunities regarding required minimum distributions. 4 HR
Reviewing S Corporation Tax Returns: What Are You Missing? December 7 (8:30 am – 12:00 pm)
The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client’s S corporation activities. Join us as we discuss the common errors practitioners make on S corporation tax returns that are often missed by review staff. 4 HR
Reviewing Partnership Tax Returns: What Are You Missing? December 7 (12:30 – 4:00 pm)
The partnership section of the Internal Revenue Code is arguably one of the most difficult sections to comprehend. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processing you client’s LLC and partnership tax returns. Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. 4 HR
Reviewing Individual Tax Returns: What Are You Missing? December 8 (12:30 – 4:00 pm)
The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. Combine that with the potential for input error when utilizing the array of income tax software available creates the potential for a multitude of errors that can occur on the final tax return forms. Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. 4 HR
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them December 9 (8:30 am – 12:00 pm)
This course provides descriptions of how the most common types of financial statement and misappropriation of asset fraud schemes are detected. Cost-effective internal controls that can be implemented to prevent these schemes are provided.
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COCPA QuickSearch
Annual Update for Controllers December 10
Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. 4 HR
Risk, Cost, and Cash Management for Controllers and Financial Managers December 11 (8:30 am – 12:00 pm)
This course demonstrates the use of practices and techniques specifically designed to assist CPAs and other financial professionals in adding value to their company through improved decision-making, cost management, understanding business cycles, managing continuous improvements, cash management, and risk management. 4 HR
Developing Your Digital Mindset December 11 (12:30 – 4:00 pm)
This course will explain what it means to develop a digital mindset, including concepts related to agility, constant learning, thriving in ambiguity, curiosity, and innovation. Through tangible examples, this course will help participants gain knowledge about the competencies needed to thrive in today’s disruptive world, enhance employability, accelerate company performance, and manage the accelerating and relentless pace of change.
Revenue Recognition: Mastering the New FASB Requirements December 14
This course will provide you with an in-depth understanding of the framework for revenue recognition built around the core principle that is applied in a five-step process. In addition, understanding the changes and new requirements is critical for successful implementation of this new standard. 4 HR
Hot Tax Planning Developments Under the Current Tax Law December 14 (12:30 – 4:00 pm)
This course, explores the hottest tax planning topics that will impact you and your clients. Discover how these topics may impact tax planning strategies and be in a position to help minimize your client’s tax bill.
Leases: Mastering the New FASB Requirements December 15
How do the leasing requirements in the new standard differ from current GAAP? This course addresses that question by examining the core principles of the new standard, including identification, recognition, measurement, presentation and disclosure requirements.
Governmental and Not-for-Profit Annual Update December 16
Change is inevitable and at times overwhelming if you are unprepared. Ensure you are current in governmental and not-for-profit accounting and auditing. This update course is designed to prepare you for the latest accounting and auditing developments affecting governments and not-for-profits. December
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Course Schedule by Date and Field of Study To register for courses, and full course registration policies, please visit www.cocpa.org/calendar. KEY: A: AICPA members who register for these courses will receive an additional $30 per day discount.
Y: Meets Yellow Book Requirement +: New Course in 2020
Unless otherwise noted, all class times are 8:30 am – 4:30 pm. Key
Date
Course Title
CPE
NonMember member Fee Fee
ACCOUNTING & AUDITING 12/9/20
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (8:30 am - 12:00 pm)
4
185
264
A
12/14/20
Revenue Recognition: Mastering the New FASB Requirements
8
370
529
A
12/15/20
Leases: Mastering the New FASB Requirements
8
370
529
ACCOUNTING & AUDITING – GOVERNMENT AY
12/1/20
The New Yellow Book: Government Auditing Standards, 2018 Revision
8
370
529
AY
12/16/20
Governmental and Not-for-Profit Annual Update
8
370
529
BUSINESS LAW, BUSINESS MANAGEMENT, AND FINANCE +
12/2/20
Legal Issues in the Workplace
4
199
285
A
12/10/20
Annual Update for Controllers
8
370
529
12/11/20
Risk, Cost, and Cash Management for Controllers and Financial Managers (8:30 am - 12:00 pm)
4
185
264
12/11/20
Developing Your Digital Mindset (12:30 - 4:00 pm)
4
185
264
12/15/20
SEC and PCAOB Conference
8
375
535
12/17/20
Mix and Match Conference
8
375
535
CONFERENCES
12
COCPA QuickSearch
Key
Date
Course Title
CPE
NonMember member Fee Fee
TAX 12/1/20
Tax Year in Review and 2020 Planning Glenwood Springs and Grand Junction Region
8
370
529
12/3/20
Maximizing Your Social Security Benefits (8:30 am - 12:00 pm)
4
185
264
+
12/3/20
Required Minimum Distributions: Compliance and Planning (12:30 - 4:00 pm)
4
185
264
+
12/4/20
Nexus, Teleworking, Domicile, and Residency – What a Mess!
2
95
135
12/7/20
Reviewing S Corporation Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
185
264
12/7/20
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
185
264
12/7/20
Tax Year in Review and 2020 Planning - Ft. Collins and Sterling Region
8
370
529
12/8/20
Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
185
264
12/8/20
Tax Year in Review and 2020 Planning - Boulder and Longmont Region
8
370
529
12/14/20
Hot Tax Planning Developments Under the Current Tax Law (12:30 - 4:00 pm)
4
199
285
12/16/20
Tax Year in Review and 2020 Planning - Westminster Region
8
370
529
12/18/20
Tax Year in Review and 2020 Planning - Denver Region
8
370
529
1/19/21
Don Farmer: Federal Tax Update
8
425
607
CROSSING BRIDGES SERIES
Advancing the State of Diversity, Equity & Inclusion
THREE PROGRAMS, DECEMBER 2020 - MARCH 2021
COCPA.ORG/CROSSINGBRIDGES December
13
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
TAX YEAR IN REVIEW AND 2020 PLANNING
with
Toby Clary
FIND THE COURSE FOR YOUR REGION
TOPICS • Impact of the CARES Act
December 1
GLENWOOD SPRINGS AND GRAND JUNCTION REGION
December 7
STERLING AND FT. COLLINS REGION
• Colorado Tax Fairness (or unfairness) Act
December 8
BOULDER AND LONGMONT REGION
• Year End Planning in an Election Year
December 16
WESTMINSTER REGION
• Remote Workforce Best Practices
December 18
DENVER REGION
• New Proposed and Final Regulations
• Recent Tax Court Cases • New 2020 Forms
REGISTER ONLINE AT COCPA.ORG/TAX-REVIEW