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CPE CATALOG
October 2020
ROAD CPE for the
AHEAD Governmental Conference
OCTOBER 22 • ONLINE PAGE 2
CPAs in Industry Conference OCTOBER 28 • ONLINE PAGE 3
Tax Year in Review INSIDE COVER
COCPA
COLORADO SOCIETY OF CPAS
TAX YEAR IN REVIEW AND 2020 PLANNING
with
Toby Clary
Join us for our virtual Tax Year in Review course! In order to continue providing regional specific updates and to help foster conversations and connections, a specific date as been chosen for your area. If you are unable to attend on your regional date, please feel free to join us and your colleagues from other parts of the state for any scheduled session.
FIND THE COURSE FOR YOUR REGION November 12
PUEBLO AND COLORADO SPRINGS REGION
November 19
DURANGO AND STEAMBOAT SPRINGS REGION
December 1
GLENWOOD SPRINGS REGION
December 7
STERLING AND FT. COLLINS REGION
December 8
BOULDER AND LONGMONT REGION
December 16
WESTMINSTER REGION
December 18
DENVER REGION
REGISTER ONLINE AT
COCPA.ORG /TAX-REVIEW
QuickSearch A Guide to CPE from COCPA.
Table of Contents
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
2
Governmental Conference
3
CPAs in Industry Conference
4
2020 Conference Schedule
5
Yellow Book Schedule
6
Ethics Schedule
8
Webinar Schedule
10
Course Schedule by Date and Field of Study
www.cocpa.org
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.
October 22, 2020 | CPE: 8.0
Learn more and register at COCPA.org/Governmental 8:30 – 10:15 am
GASB Update
10:15 – 10:25 am
Break
10:25 – 11:15 am
CDHS – The People Who Help People
Janeen Hathcock, Governmental Accounting Standards Board
Ruthanne Dyson, Colorado Department of Human Services
Small Town COVID Impacts - Boom to Bust?
John Lewis, CPA, CHAE, CGMA, Moderator, City of Fountain 11:15 am – 12:05 pm Samantha Gallagher, CPA, Durango School District Scott Ledin, Fraser Valley Metropolitan Recreation District Bonnie Moinet, Town of Frisco 12:05 – 12:55 pm
Lunch
12:55 – 1:45 pm
Economic Discussion of the COVID-19 Economic Recovery in the Years Ahead
1:45 – 2:40 pm
OSA Update - Including Issues Found in Local Government Financial Statements
2:40 – 2:50 pm
Break
Richard Wobbekind, Leeds School of Business, University of Colorado
Crystal Dorsey, CPA, CO Office of the State Auditor
COVID-19 Impacts on your Audit - Auditor Perspective 2:50 – 3:40 pm
3:40 – 4:30 pm
2
Kevin Collins, Moderator, CliftonLarsonAllen LLP Paul Backes, CGMA, CPA, McMahan and Associates, LLC Troy Coon, CPA, Watson, Coon, Ryan CPAs Karla Willschau, CPA, Wall, Smith, Bateman Inc.
Cybersecurity - Pandemic and Beyond Bill Evert, Cornerstone Partners, LLC
COCPA QuickSearch
October 28, 2020 | CPE: 8.0
Learn more and register at COCPA.org/IndustryCPAs 8:30 – 9:20 am
Maintaining Productivity after COVID: Technology Tools to Empower Your Employees
9:25 – 10:15 am
Cybersecurity Risk - Explained for a Normal Person or Accountant
10:15 – 10:25 am
Break
10:25 – 11:15 am
Joshua Holman, TechPoint Partners LLC
Peter Horewitch, Common Knowledge Technology
Accounting and Auditing Update
Claire McAuliffe, CPA, FCCA Jeffrey Schermerhorn, CPA, MSA, Crowe LLP
Recent State, Local, and Federal Tax Updates
11:20 am – 12:10 pm Jeanette Tolar, CPA, Plante Moran Dana Irving, CPA, Plante Moran 12:10 – 1:00 pm
Lunch
1:00 – 1:50 pm
Economic Discussion of the COVID-19 Economic Recovery in the Years Ahead
1:55 – 2:45 pm
The Essentials of Project Management
2:45 – 2:55 pm
Break
Richard Wobbekind, Leeds School of Business, University of Colorado Annette Leazer, CMA, PMP, SA, Leazer Business Consulting, LLC
COVID Insurance Market Update 2:55 – 3:45 pm
3:50 – 4:40 pm October
Chris Walters, PT, MBA, CLCS, IMA Financial Group Mike Benson, IMA Financial Group Nicole Coughlin, CSP, ERIS, MBA, IMA Financial Group
The Virtual Workplace: Our New Normal?
Laura Woods, MAOM, SPHR, CPP, SHRM-SCP, Employers Council
3
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. 10/1
CalCPA Farmers Tax and Accounting and Auditing Conference
10/22
Governmental Conference
10/28
CPAs in Industry Conference
11/8
CalCPA TaxTrek International
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!)
12/7
CalCPA Wine Industry Conference
12/15
SEC and PCAOB Conference
12/17
Mix and Match Conference
1/19/21
Don Farmer: Federal Tax Update
*These conferences are produced by the AICPA and do no qualify for the Season Pass program.
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 4
COCPA QuickSearch
Yellow Book Schedule 11/9
Real-World Frauds Found in Governments and Not-for-Profits In this session, you will learn about real-world government and not-for-profit fraud, including cyber fraud, and your responsibilities when dealing with fraud.
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.
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. 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: AICPA conferences and 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.
October
5
Ethics Schedule 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
Courses with Amanda “Jo” Erven Becoming The Everyday Ethicist October 27 • 8:30 - 10:10 am • CPE 2.0 In this session, you will gain an understanding of “The Big Me” character choice and how society has changed over the past decades. You will recognize just how common the “Ethical Rationalizer” is and how society can easily, consciously or unconsciously, rationalize away unethical behavior. Then you will learn the characteristics of The Everyday Ethicist™ and how to put those characteristics to work in your life, to influence real culture change.
YES YOU CAN: Auditing Culture & Ethics at Your Organization October 27 • 10:30 am - 12:10 pm • CPE 2.0 In this session, we will review a series of major misconduct and fraud cases as well as the mission statements of several, what I refer to as, “in the news” organizations. We will use these lessons to formulate real steps to start reviewing/auditing culture at YOUR organization.
These courses can be scheduled for your firm or company online. 6
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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.
Choose from our many LOCAL instructors!
Kris Brands Ethics
Anna Conrad Leadership
Ed Frado Employee Benefit Audits
Robbie Glantz Ethics
Keely Gohl Ethics
Paul Harrison Ethics
Tyra Litzau Governmental Accounting and Auditing
Bruce Nelson Tax
Rosemary Weiss Ethics
With a COCPA customized team training class, everyone – CEOs, CFOs, CPAs, noncertified financial professionals and administrative staff – can participate together in focused CPE that complements your company or firm’s mission.
View full course list and custom options at October
COCPA.org/customize
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 10/2
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (4 hrs)
10/7
Integrating Audit Data Analytics into the Audit Process (8 hrs)
10/8
A Look at Accounting and Auditing Standards Updates for 2020 (2 hrs)
10/9
QuickBooks ONLINE – Monthly Closeouts and Year-End Cleanups (2 hrs)
10/16
Effective Workpaper Techniques: Building a Better Workpaper (8 hrs)
10/20
Accounting for Digital Assets under US GAAP (1 hr)
10/21
K2's Next Generation Excel Reporting (2 hrs)
10/28
Social Media Fraud: Detecting and Controlling the Threat (2 hrs)
10/29
Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors (8 hrs)
Accounting and Auditing (Government) 10/20
Using Internal Control to Strengthen Security, Efficiency, and Employee Conduct (8 hrs)
Business Law 10/16
Employment Law Update: Reducing Employer Liability (4 hrs)
10/22
Family Law Conference (8 hrs)
Business Management and Organization
8
10/2
The Changing Role of the Controller: Advancing from Tactical to Strategic (4 hrs)
10/15
Change the Way You Work: Success as a Virtual CFO (4 hrs)
10/16
Enterprise Risk Management: New Approaches for Today’s Complexities (8 hrs)
10/20
Data Analytics Executive Program (5 hrs)
10/21
3 Market Analysis Priorities to Drive Profitability (2 hrs)
10/30
Open Book Management: Making it Work in the Real World (2 hrs)
COCPA QuickSearch
Computer Software and Application 10/1
Adobe Acrobat Must Know Features for Beginners (4 hrs)
10/7
Excel – Advanced Spreadsheet Troubleshooting Techniques (2 hrs)
10/12
K2’s Mastering Advanced Excel Functions and Formulas (2 hrs)
10/16
Excel – Two Must Know Features: Defined Names & Tables (2 hrs)
10/28
The Importance of Security for Digital Information (4 hrs)
10/30
K2’s Top PDF Features You Should Know (4 hrs)
Finance 10/16
Controller’s Update: Today’s Latest Trends (4 hrs)
10/19
Data Analytics for Finance Managers (Day 1) (6 hrs)
10/20
Data Analytics for Finance Managers (Day 2) (6 hrs)
10/29
Multi-Task Role of the CFO/Controller (8 hrs)
Specialized Knowledge 10/2
Asset Tracking (4 hrs)
10/8
Blockchain Technology: What Every CPA Should Know – 2020 Update (2 hrs)
10/13
Keeping Retirement SECURE – New Act…New Opportunities (1 hr)
10/23
Independent Contractors vs. Employees and the ABC Test (4 hrs)
10/30
Valuation of Winery Brands And Operations (2 hrs)
Taxes 10/5
Reporting Program Service & Governance: 990 Parts III & VI (2 hrs)
10/9
Solving Individual Tax Problems with Treaties (1 hr)
10/13
Blockchain Implications for Tax (8.5 hrs)
10/15
Intro to 60% of the 990’s Most Common Schedules: A, B & C (2 hrs)
10/19
Corporate Tax Planning: Strategies and Ideas (8 hrs)
10/22
The Tax Bill is Huge! What’s Next for your Client (2 hrs)
10/28
Key Tax Issues Facing Business and Industry (2 hrs)
10/30
Entertainment & Parking Expenses: Coping with the New Rules (2 hrs)
October
9
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 A
10/26/20
Annual Update for Accountants and Auditors
8
370
529
+A
11/4/20
Audits of Employee Benefit Plans Subject to ERISA
8
370
529
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
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
10
+
10/30/20
Legal Issues in the Workplace (12:30 - 4:00 pm)
4
185
264
A
12/10/20
Annual Update for Controllers
8
370
529
COCPA QuickSearch
Key
Date
Course Title
CPE
NonMember member Fee Fee
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
10/22/20
Governmental Conference
8
375
535
10/28/20
CPAs in Industry Conference
8
375
535
Accounting and Auditing Conference
8
375
535
12/15/20
SEC and PCAOB Conference
8
375
535
12/17/20
Mix and Match Conference
8
375
535
10/30/20
Real Estate Taxation (8:30 am - 12:00 pm)
4
199
285
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 & Colorado Springs Region
8
370
529
+
11/12/20
Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)
4
199
285
A
11/16/20
Annual Tax Update: Corporations and Pass-Through Entities
8
370
529
CONFERENCES Y
11/18-19/20
TAX +
October
11
Key
+
12
Date
Course Title
CPE
NonMember member Fee Fee
11/17/20
Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4
185
264
11/19/20
Tax Year in Review and 2020 Planning - Durango and Steamboat Springs Region
8
370
529
12/1/20
Tax Year in Review and 2020 Planning - Glenwood Springs 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
12/7/20
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
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CROSSING BRIDGES SERIES:
Long considered the right thing to do,
Advancing the State of Diversity and Inclusion
diversity and inclusion (D + I) training has not always been viewed as essential. That mindset must change and
the time to do so is now.
Join us on an important journey by participating in OSCPA’s Crossing Bridges Series. Hear from a variety of D + I thought leaders on ways your organization can engage in these important conversations and take your D + I efforts to the next level. Together, we will learn about the complexities and value involved in bringing awareness and sensitivity training to employees with a goal of building a more diverse and welcoming workplace.
LEARN MORE AT COCPA.ORG/CROSSINGBRIDGES
Small Firm Virtual Town Hall Join us for virtual Town Hall Discussions with AICPA Vice President, Small Firm Interests Carl Peterson, CPA, CGMA to discuss current issues firms are dealing with. This is a great opportunity to engage with COCPA and AICPA on the hot issues of the day in our profession. Enabling members to not only give direct input to their professional organizations but to ensure we are aware of the top issues facing COCPA members. Join us on September 21, October 23, and November 16 at 12:00 PM to be a part of the discussion. This complimentary program has no CPE.
October
13
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111 JUST ADDED!
NEXUS, TELEWORKING, DOMICILE, AND RESIDENCY –
WHAT A MESS!
September 29 & 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.