QuickSearch August/September 2020
CPE CATALOG
COOL OFF WITH
2020 Marijuana Business Symposium AUGUST 13 PAGE 2
2020 Technology Conference AUGUST 26-27 PAGE 3
2020 Women’s Summit AUGUST 28 PAGE 4
ON-DEMAND
COURSES COCPA’s on-demand CPE offerings are designed to bring you the CPE training you need on the schedule that works best for you. Our on-demand courses are available anywhere, any time, and cover the relevant topics that matter to you.
Implementing Covid-19 Legislation • FREE 7 Tips To Super-Charge Your Online Communication • CPE: 1.0 2019 Colorado State Board of Accountancy Statutes, Rules, and Regulations (CR&R) • CPE: 2.0 Ethics: Making Ethics Count • CPE: 2.0 Ethics: The AICPA’s Principles, Rules & Responsibilities • CPE: 2.0 How Much Are Your Ethics Worth? • CPE: 2.0 Legislative Update: Colorado Sales and Use Tax • CPE: 1.0 Sales Tax – Current Developments, Problem Areas, and Opportunities • CPE: 4.0 Retirement Planning - Solutions to the Three Primary Investment Risks • CPE: 2.0
Learn more at COCPA.org/On-Demand-COCPA Additional Hits! Advanced Controller and CFO Skills • 8.5 CPE Blockchain Fundamentals for Accounting and Finance Professionals Certificate • 16 CPE Data Analysis with PowerPivot • 0.5 CPE Introduction to Business Acquisitions • 11 CPE Revenue Recognition: Mastering the New FASB Requirements • 6 CPE
Learn more at COCPA.org/On-Demand
QuickSearch A Guide to CPE from COCPA.
Table of Contents
CPE Director 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
2 Marijuana Business Symposium 3 Technology Conference 4 Women’s Summit 5 2020 Conference Schedule 6 Yellow Book Schedule 7 Ethics 8 Webinar Schedule 10 COCPA Webcast Schedule 12 August/September Course Highlights 13 Course Schedule by Date and
www.cocpa.org
Field of Study
COVID and COCPA CPE: What to Expect
The COCPA takes your health and comfort very seriously. With all the changes COVID-19 has brought, we understand you may have questions and concerns regarding continuing education offered by the Society. The safety of our attendees, discussion leaders and staff is always top of mind and our number one priority is to continue offering CPE options as safely as possible with the same quality and quantity you have come to expect.
Virtual Events Only Through April 30, 2021
For the safety of all, the COCPA has made the decision to move ALL CPE Events for the year (through April 30, 2021) to a virtual format!
Learn more at cocpa.org/covid-cpe-updates
• We will continue offering webcast and self-study options. • We will work with vendors weekly to add new COVID-related offerings to the course catalog. • We are working closely with our speakers to ensure their comfort with speaking virtually. • We are seeking any feedback that will help us tweak programming for the better.
NOW VIRTUAL!
August 13, 2020 | CPE: 8.0
Learn more and register at COCPA.org/MBS
8:30 – 9:20 am
Emerging and Evolving Issues in Cannabis: An Update on the Industry Post COVID-19
9:20 – 10:10 am
Marijuana Enforcement Division Update
10:10 – 10:20 am
Break
10:20 – 11:10 am
Best Practices for the Cannabis Tax Practitioner
Jim Marty, CPA, Bridge West CPAs and Consultants, LLC Ron Seigneur, MBA, CPA/ABV ASA, CVA, Seigneur Gustafson LLP Jim Burack, CDOR Marijuana Enforcement Division
Bernie Taillon, CPA, BTS Inc
Financial Statement Audits of Cannabis Companies – A Discussion of Some of the Challenges that can be 11:10 am – 12:00 pm Encountered Calvin Shannon, Bridge West CPAs and Consultants, LLC
12:00 – 1:00 pm
Lunch
1:00 – 1:50 pm
Developing Intellectual Assets in Cannabis Despite Federal Illegality Daniel Kramer, McAllister Garfield, PC
Hemp 2020, An Update 1:50 – 3:05 pm
3:05 – 3:15 pm
Jim Marty, CPA (Moderator), Bridge West CPAs and Consultants, LLC David Bush, Esq., Hoban Law Group Kevin Pilarski, Revolution Global Break
What We Have Learned in the Past Decade 3:15 – 4:30 pm
2
Jim Marty, CPA, Bridge West CPAs and Consultants, LLC Ron Seigneur, MBA, CPA/ABV ASA, CVA, Seigneur Gustafson LLP Bernie Taillon, CPA, BTS Inc COCPA QuickSearch
August 26-27, 2020 | Webinar | CPE: 16.0
Learn more and register at COCPA.org/TechConf The Technology Conference offers up to sixteen hours of fast-paced presentations designed to make you more productive and efficient when using technology. K2 Enterprises’ nationally recognized speakers provide you with practical solutions to the real-world issues faced by accounting, financial, and other business professionals. You 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 technology.
Day 1 Highlights
Day 2 Highlights
Tech Update - A 2020 Vision
The Very Real Risk of Ransomware
Transforming Your CPA Firm
Understanding Workflow and Automation Essentials
Mastering Advanced Excel Functions and Formulas Envisioning Your Mid-Market Accounting Solution Improving Productivity with Microsoft 365 Cloud Applications The New Normal Of Working Remotely – Best Practices for Success
Advanced Topics in Power BI Choosing Small Business Accounting Solutions Emerging Technologies – 2020 and Beyond Enhancing Small Business Accounting with Add-Ons Implementing Security and Privacy Policies Next Generation Excel Reporting
August/September
3
NOW VIRTUAL! August 28, 2020 | CPE: 8.0
Learn more and register at COCPA.org/WomensSummit 8:30 – 9:20 am
Ethics: What is YOUR Responsibility as a Female Leader?
9:20 – 10:10 am
Listening: Foundation and Gateway To Success
10:10 – 10:20 am
Break
10:20 – 11:10 am
Delegate to Elevate
11:10 am – 12:00 pm
C-Suite - Perspective from the Top Panel
12:00 – 1:30 pm
Women to Watch Luncheon
Amanda “Jo” Erven, CPA, CIA, CFE, Audit. Consulting. Education. LLC Lorrie Blanchard Tietze, Interface Consulting LLC
Stacy Kuxhausen, CPA, CliftonLarsonAllen LLP Kate Ferreira - Moderator, OpHaus
Mission: Mentoring Panel 1:30 – 2:20 pm
Melissa Hooley, CPA, CGMA - Moderator, ACM LLP Sharon Lassar, Ph.D, CPA, School of Accountancy Daniels College of Business University of Denver
2:20 – 3:10 pm
Transition with Grace
3:10 – 3:20 pm
Break
Becky Cooper, ACC, Innerwoven
Technology in the Fourth Industrial Revolution 3:20 – 4:10 pm
4:10 – 5:00 pm
4
Sara Haveman, CPA, Deloitte Rhonda Willert, Deloitte Meghan Eifealdt, CPA, FinancialForce
The Art of Connecting in Business Amy Reczek, Sales and Presence, Inc.
COCPA QuickSearch
Conference Schedule This year’s conferences are one of the best ways to get the latest information from industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. All 2020 conferences are now being held via webcast. If you are interested in serving on a conference planning committee, please contact Tiffany Carson, tiffany@cocpa.org. 8/13 8/26-27
Marijuana Business Symposium Technology Conference
8/28
Women’s Summit: Strategies for the Successful Woman Professional
10/22
Governmental Conference
10/28
CPAs in Industry Conference
11/9-11
AICPA Forensic & Valuation Services Conference*
11/17-18
AICPA Oil and Gas Conference*
11/18 - 19
Accounting and Auditing Conference (Two 4 hour days!)
12/14
SEC and PCAOB Conference
12/17
Mix and Match Conference
1/19/21
Don Farmer: Federal Tax Update
*This conference is produced by the AICPA and does not qualify for the Season Pass program.
FREE WEBCAST
Colorado Enterprise Zone Tax Credits: How This Program Works OCTOBER 23 AT 8:30 AM
August/September
The Colorado Enterprise Zone tax credit program is one the most accessible and utilized business support tools that the state has to offer to businesses all around Colorado. In the educational seminar, we will discuss the different state income tax credits under the enterprise zone program including; requirements, credit rates, and how to calculate the credits. We will also discuss the application process including eligibility (location), pre-certification, certification, and income tax filing. Finally, we will go over some common issues that we see from CPA’s around the state and country. This session will help prepare you to take full advantage of the Enterprise Zone program and better support your clients.
5
Yellow Book Schedule 8/24-25
Not-for-Profit Financial Reporting: Mastering the Unique Requirements (Two 4 Hour Sessions!)
11/9
Real-World Frauds Found in Governments and Not-for-Profits
11/30
The New Yellow Book: Government Auditing Standards, 2018 Revision
12/1
The New Yellow Book: Government Auditing Standards, 2018 Revision
12/10
Governmental and Not-for-Profit Annual Update
12/16
Governmental and Not-for-Profit Annual Update
Benefits of A Badge COCPA 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. Demonstrate competence in your selected field above and beyond the base level requirements needed in the field. Gain recognition for a significant professional achievement and allows you to easily share your completion of the program with fellow colleagues and clients.
Learn more at
cocpa.org/certificate-programs
6
COCPA QuickSearch
Ethics Schedule Becoming The Everyday Ethicist 8/25
Webcast
8:30 - 10:10 am
10/27
Webcast
8:30 - 10:10 am
Colorado Board of Accountancy Statutes, Rules, and Regulations 9/22
Webcast
9:30 - 11:10 am
11/11
Webcast
9:30 - 11:10 am
12/9
Webcast
9:30 - 11:10 am
Ethics and the AICPA’s Principles, Rules, and Responsibilities 11/11
Webcast
11:30 am - 1:10 pm
12/9
Webcast
11:30 am - 1:10 pm
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 11/20
Webcast
10:30 am - 12:10 pm
12/21
Webcast
10:30 am - 12:10 pm
The Ethics of Care in the Workplace - NEW 11/20
Webcast
8:30 - 10:10 am
12/21
Webcast
8:30 - 10:10 am
YES YOU CAN: Auditing Culture & Ethics at Your Organization 8/25
Webcast
10:30 am - 12:10 pm
10/27
Webcast
10:30 am - 12:10 pm
Colorado State Board of Accountancy Statues, Rules, and Learn how to apply these bodies of law to practical, experiences for the CPA in public, private, Regulations (CR&R) everyday and government practices. Also, get updated on the ON-DEMAND Available 24/7
State Board’s rule changes.
This includes the latest rule updates from the Colorado State Board of Accountancy. Earn 2 hours of ethics towards your 4 hour requirement! Remember, the Colorado State Board of Accountancy requires CPAs to complete a CR&R course within six months of their initial licensure.
COCPA.ORG/CRR-RULES August/September
7
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 8/19
Accounting for Digital Assets under US GAAP (1 hr)
8/20
Blockchain Implications for Audit and Assurance Services (5.5 hrs)
8/26
Communicating Financial Information to Non-Accountants (2 hrs)
9/2
Integrating Audit Data Analytics into the Audit Process (8 hrs)
9/15
Preparation, Compilation, and Review Engagements: Update and Review (4 hrs)
9/16
Annual Update for Accountants and Auditors (8 hrs)
9/23
Making Internal Audit an Asset for the CFO (2 hrs)
9/25
A/R and A/P: Effective Management Techniques (2 hrs)
9/29
FASB’s New Lease Accounting Standard (2 hrs)
Accounting and Auditing (Government) 9/14
Governmental Accounting and Auditing Update (8 hrs)
9/21
Governmental and Not-for-Profit Annual Update (8 hrs)
9/22
Applying the Uniform Guidance in Your Single Audits (8 hrs)
Business Law 8/21
Employment Law Update: Reducing Employer Liability (4 hrs)
9/9
Foreign Corrupt Practices Act: Practical Compliance (2 hrs)
Business Management and Organization 8/12
4 Critical Factors to Create Sustainable Growth (2 hrs)
8/19
Change the Way You Work: Success as a Virtual CFO (4 hrs)
8/28
Critical Thinking for Financial Professionals (1 hr)
9/4
Dream Wide Awake: Overcoming What Limits You in Life! (2 hrs)
9/21
Data Analytics Executive Program (5 hrs)
9/22
A Look Into The Future (1 hr)
Computer Software and Application
8
8/19
Excel – From a Blank Sheet to a Finished Workbook (2 hrs)
8/20
Excel – Advanced Financial and Statistical Calculations (2 hrs)
8/31
Excel – Feature Review in 100 minutes (2 hrs)
9/8
Excel Bootcamp – Building Great Spreadsheets (8 hrs)
9/21
Use Power Pivot to Build More Powerful Pivot Tables (2 hrs)
9/24
Excel – New Features That Benefit Excel 2019 & O365 Users (2 hrs) COCPA QuickSearch
Finance 8/17
Cash Conversion Cycle: Tools and Techniques (2 hrs)
8/24
Controller’s Update: Today’s Latest Trends (4 hrs)
9/10
Recession Preparedness for Businesses (1 hr)
9/16
Debt or Equity: Which Will Your Organization Need Next? (2 hrs)
9/21
Unlocking the Mysteries of Key Person Value (2 hrs)
Specialized Knowledge 8/11
Value Pricing – Getting Started (2 hrs)
8/28
Keeping Retirement SECURE – New Act…New Opportunities (1 hr)
9/1
Things I Think I Think: Valuation of Intellectual Property (2 hrs)
9/22
Demystifying Artificial Intelligence (3.5 hrs)
9/25
At Capacity: The Tough Questions (1 hr)
Taxes 8/18
Form 990 Parts V (Other Tax Issues) & I (Summary Financials) (1 hr)
8/20
Guide to 1041 Preparation of Estates and Trusts (2 hrs)
8/25
Intermediate Individual Taxation (8 hrs)
9/1
Reporting Managers & Their Compensation: Form 990 Part VII-A (2 hrs)
9/2
Keeping your Clients out of IRS Jail (2 hrs)
9/11
Nonprofit Taxation: Understanding the New Rules (2 hrs)
9/17
SECURE Act: A Seismic Shift in Your Clients’ Tax and Financial Plans (2 hrs)
9/22
Getting Personal: Individual Tax Update (2 hrs)
CPExpress Convenience. Learning. Value.
Get unlimited online access to quality CPE courses from AICPA subject matter experts on essential topics including Tax, Accounting, Assurance, Ethics, Employee Benefits Plan, Not-For-Profit, Fraud and Forensics and more.
Learn more at COCPA.org/CPExpress August/September
9
Webcast Schedule The following online courses are presented by the Colorado Society of CPAs. For more webcast classes, visit www.cocpa.org/online. 8/14
IRAs, Roth IRAs, SEPs, and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count
8/18
Colorado’s Health Insurance Marketplace (8:30 - 9:20 am)
10/19
K2’s Technology for CPAs - Don’t Get Left Behind
10/20
K2’s Budgeting and Forecasting Tools and Techniques
11/5
Don Farmer’s 2020 Individual Income Tax Workshop (6:00 am - 2:00 pm)
11/6
Don Farmer’s 2020 Corporate Income Tax Workshop (6:00 am - 2:00 pm)
11/16
Annual Tax Update: Corporations and Pass-Through Entities
11/17
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
11/17
Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)
11/18 - 19 Accounting and Auditing Conference (Two 4-hour Days!) 12/1
The New Yellow Book: Government Auditing Standards, 2018 Revision
12/8
Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
12/9
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (8:30 am - 12:00 pm)
12/10
Annual Update for Controllers
12/14
Revenue Recognition: Mastering the New FASB Requirements
12/15
Leases: Mastering the New FASB Requirements
12/16
Governmental and Not-for-Profit Annual Update
12/18
Tax Year in Review and 2020 Planning
1/19/21
10
Don Farmer: Federal Tax Update
COCPA QuickSearch
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, 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.
NOTE: The AICPA hosted courses at the COCPA are not included.
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.
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!
FEATURED SPEAKERS Amanda “Jo” Erven Ethics
Keely Gohl Auditing
View full course list and custom options at COCPA.org/customize
AUGUST/SEPTEMBER
Course Highlights IRAs, Roth IRAs, SEPs and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count August 14
Tightening down the hatches and intelligently using tax breaks to help leverage one’s future is critical to being able to retire and retire well. This course focuses on building a future to count on via a thorough exploration of all tax and asset protection aspects individual retirement accounts and related arrangements.
Colorado’s Health Insurance Marketplace August 18 (8:30 am - 9:20 am)
Learn about the latest developments in Colorado’s health insurance marketplace. Topics include current intersection of the Affordable Care Act and individual tax filing, information and resources for Advance Premium Tax Credits and completing Form 8962, problem solving at tax filing time, and updates to State and Federal health care reform including Easy Enrollment legislation in Colorado.
Not-for-Profit Financial Reporting: Mastering the Unique Requirements August 24-25 (Two 4-Hour Sessions!)
Do you know what makes not-for-profit accounting and financial reporting different? Avoid the potholes of confusion and provide a financial picture that end users can truly understand. Through a combination of practical guidance and case studies, this course provides insight into what makes not-for-profits different.
How to Navigate Bear Markets:
The COVID-19 Crisis
FREE
Instructor: Mark Smith Worried about how the COVID-19 virus is impacting you or your clients’ investments and retirement plans? If so, tune in to this on-demand webcast and Mark will guide you through a study of past great bear markets and the portfolio strategies that have weathered the storm the best. **Please Note** There is NO CPE for this recorded event.
Register now at cocpa.org/Bear-Markets
12
COCPA QuickSearch
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 AY
8/24-25/20
Not-for-Profit Financial Reporting: Mastering the Unique Requirements (Two 4-Hour Sessions)
8
370
529
A
10/21/20
Annual Update for Accountants and Auditors
8
370
529
A
10/26/20
Annual Update for Accountants and Auditors
8
395
565
+A
11/4/20
Audits of Employee Benefit Plans Subject to ERISA
8
370
529
11/13/20
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
199
285
11/20/20
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
199
285
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
11/9/20
Real-World Fraud Found in Governments and Not-for-Profits
8
370
529
AY
11/30/20
The New Yellow Book: Government Auditing Standards, 2018 Revision
8
395
565
AY
12/1/20
The New Yellow Book: Government Auditing Standards, 2018 Revision
8
370
529
August/September
13
Date
AY
12/10/20
Governmental and Not-for-Profit Annual Update
8
395
565
AY
12/16/20
Governmental and Not-for-Profit Annual Update
8
370
529
Course Title
CPE
NonMember member Fee Fee
Key
BUSINESS LAW, BUSINESS MANAGEMENT, AND FINANCE +
10/30/20
Legal Issues in the Workplace (12:30 - 4:00 pm)
4
199
285
+
11/19/20
Legal Issues in the Workplace (8:30 am - 12:00 pm)
4
185
264
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
COMPUTER SOFTWARE & APPLICATIONS/INFORMATION TECHNOLOGY 10/19/20
K2’s Technology for CPAs - Don’t Get Left Behind
8
370
529
10/20/20
K2’s Budgeting and Forecasting Tools and Techniques
8
370
529
+
11/10/20
Transform Your Organization With Office 365 and Team
8
375
535
+
11/11-12/20
Data Analytics and Dashboards: Leverage the Power of Microsoft Power BI
16
700
1,000
8/13/20
Marijuana Business Symposium
8
375
535
8/26/20
Technology Conference - Day 1
8
375
535
8/27/20
Technology Conference - Day 2
8
375
535
8/28/20
Women’s Summit: Strategies for the Successful Woman Professional
8
385
550
10/22/20
Governmental Conference
8
375
535
10/28/20
CPAs in Industry Conference
8
375
535
CONFERENCES
Y
14
COCPA QuickSearch
Key
Date 11/18-19/20
Course Title
CPE
NonMember member Fee Fee
Accounting and Auditing Conference
8
375
535
12/14/20
SEC and PCAOB Conference
8
375
535
12/17/20
Mix and Match Conference
8
375
535
8/14/20
Enhancing Team and Interpersonal Effectiveness (8:30 am - 12:00 pm)
2
95
135
9/23/20
Leadership Essentials: Delegation and One on Ones (8:30 - 9:30 am)
1
49
70
10/29/20
Developing a Resilient Mindset (8:30 am - 12:00 pm)
2
95
135
11/13/20
Leading Change (8:30 am - 12:00 pm)
2
95
135
12/4/20
Inspiring and Motivating Others (8:30 am - 12:00 pm)
2
95
135
PERSONNEL/HR
SPECIALIZED KNOWLEDGE +
8/18/20
Colorado’s Health Insurance Marketplace (8:30 - 9:20 am)
1
49
70
8/14/20
IRAs, Roth IRAs, SEPs, and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count
8
370
529
10/29/20
Tax Year in Review and 2020 Planning - Sterling
8
385
550
10/30/20
Real Estate Taxation (8:30 am - 12:00 pm)
4
199
285
11/2/20
Tax Year in Review and 2020 Planning - Boulder
8
395
565
11/3/20
Real Estate Taxation (8:30 am - 12:00 pm)
4
185
264
11/5/20
Don Farmer’s 2020 Individual Income Tax Workshop (6:00 am - 2:00 pm)
8
290
390
11/6/20
Don Farmer’s 2020 Corporate Income Tax Workshop (6:00 am - 2:00 pm)
8
290
390
11/12/20
Tax Year in Review and 2020 Planning - Pueblo
8
395
565
TAX +
+
+
August/September
15
Key
+
A
+
+
16
Date
Course Title
CPE
NonMember member Fee Fee
11/12/20
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4
199
285
11/12/20
Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)
4
199
285
11/13/20
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4
199
285
11/13/20
Tax Year in Review and 2020 Planning - Colorado Springs
8
395
565
11/16/20
Annual Tax Update: Corporations and Pass-Through Entities
8
370
529
11/17/20
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4
185
264
11/17/20
Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)
4
185
264
11/19/20
Tax Year in Review and 2020 Planning - Durango
8
410
585
12/1/20
Tax Year in Review and 2020 Planning - Glenwood Springs
8
395
565
12/2/20
Maximizing Your Social Security Benefits (8:30 am -12:00 pm)
4
199
285
12/2/20
Maximizing Your Social Security Benefits (1:00 - 4:30 pm)
4
199
285
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
Social Security and Medicare: Planning for You and Your Clients
8
410
585
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
COCPA QuickSearch
Key
Date
Course Title
CPE
NonMember member Fee Fee
12/7/20
Tax Year in Review and 2020 Planning - Ft. Collins
8
395
565
12/8/20
Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
4
185
264
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 - Longmont
8
395
565
12/11/20
Tax Year in Review and 2020 Planning - Steamboat
8
410
585
12/14/20
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4
199
285
12/14/20
Hot Tax Planning Developments Under the Current Tax Law (12:30 - 4:00 pm)
4
199
285
12/15/20
Annual Tax Update: Corporations and Pass-Through Entities
8
395
565
12/16/20
Tax Year in Review and 2020 Planning - Westminster
8
395
565
12/18/20
Tax Year in Review and 2020 Planning - Denver
8
370
529
1/19/21
Federal Tax Update
8
425
607
SOC for Service Organizations Virtual School Two opportunities to attend! August 10-11 and August 25-26 Outsourcing has become a trend along with expanded use of technology driving the need for reporting on system and organization controls (SOC). User entities are looking to you to provide reliable reports on controls at service organizations. Join us for our SOC for Service Organizations Virtual School. This must-attend event features instructor guided discussions and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your next engagement.
Learn more at AICPAstore.com August/September
17
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
NOW FULLY VIRTUAL
T H E 2 0 2 0 C O C PA
LEADERSHIP SERIES SKILLS
with Anna Conrad, JD
Enhance your leadership skills with this 9-hour CPE series! Attendees must register for all courses in the series.
REGISTER AT
AUGUST 14
Enhancing Team and Interpersonal Effectiveness
SEPTEMBER 23 Leadership Essentials: Delegation
and One on One
OCTOBER 29
Developing a Resilient Mindset
NOVEMBER 13
Leading Change
DECEMBER 4
Inspiring and Motivating Others
COCPA.org/LeadershipSkills