QuickSearch December 2021
CPE CATALOG
TIME IS RUNNING OUT! Colorado’s CPE Deadline is December 31 Tax Year in Review
DECEMBER 7-16 PAGE 1
SEC and PCAOB Conference DECEMBER 15 PAGE 2
Mix and Match Conference DECEMBER 21 PAGE 3
COCPA
COLORADO SOCIETY OF CPAS
Yellow Book Schedule 12/02
Current Issues in Performing Yellow Book Audits [Webinar]
12/3
Applying the Uniform Guidance in Your Single Audits [Webinar]
12/7
2021 Governmental and Not-for-Profit Annual Update [In-Person + Webcast Live]
12/8
Yellow Book: Staying Compliant With Government Auditing Standards
12/20
[In-Person + Webcast Live] Impact of GASB Activities on State and Local Government [Webinar]
*In-person events are subject to change based on the county’s regulations and restrictions.
COCPA
ETHICS DAY Join us for COCPA Ethics Day!
On each of the following days, you’ll have your choice of 8 hours of Ethics to mix and match. Fulfill your requirement and more in just one day!
December 1, 2021 9:30-11:10 AM
Colorado Board of Accountancy Statutes, Rules, and Regulations Learn how to apply these bodies of law to practical, everyday experiences for the CPA in public, private, and government practices. Also, get updated on State Board Statutes and Rules. This course meets the Colorado State Board of Accountancy requirement to complete a CR&R course within six months of initial licensure/certification
11:30 AM-1:10 PM
Ethics and the AICPA’s Principles, Rules, and Responsibilities
1:30-3:10 PM
How Much are Your Ethics Worth?
Using the AICPA’s code of conduct, you’ll gain additional tools to help you make ethical decisions. Major topics discussed will include the AICPA Code of Conduct and sharing of ethical dilemmas and their solutions.
Ethics are of central importance to the CPA profession. But what do we mean by ethics? Is it just appropriate behavior, compliance with laws, or is it much more? In this course, we’ll discover what sets ethics apart and, therefore, sets the profession apart as well. We’ll explore the tools given to CPAs, the role of bias, and dive into real-life case studies to apply the AICPA’s ethical framework and detect where bias was involved.
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 Manager Tiffany Carson, CMP tiffany@cocpa.org Member Services Pamela Galey-Coleman pamela@cocpa.org
2
SEC and PCAOB Conference
3
Mix and Match Conference
4
Course Highlights
6
Webinar Schedule
8
Course Schedule by Date and Field of Study
Sheila Duggan sheila@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
TAX YEAR IN REVIEW AND 2021 PLANNING
with
Toby Clary
Join us for our Tax Year in Review course! In order to continue providing regionally specific updates and to help foster conversations and connections, a specific date has been chosen for your area.
Save the date and stay tuned for additional details!
FIND A WEBCAST SCHEDULED FOR YOUR REGION December 7
DURANGO
December 14
WESTMINSTER
December 16
WEBCAST
REGISTER ONLINE AT
COCPA.ORG/TAX-REVIEW
AGENDA
2
8:30 - 10:10 am
SEC Update
8:10 - 10:20 am
Break
10:20 - 10:45 am
FASB Update
10:45 - 11:10 am
S-K (Disclosures/Legal Rules) Update
11:10 - 11:35 am
FASB & S-K Disclosures Expert Panel
11:35 am - 12:35 pm
Lunch
12:35 - 1:30 pm
PCAOB Update
1:30 - 2:20 pm
Cybersecurity Update
2:20 - 2:30 pm
Break
2:30 - 3:25 pm
SEC Enforcement
3:25 - 4:40 pm
ESG Panel
COCPA QuickSearch
ETHICS Catch up on the CPE you need with our customizable conference. 8:30 am - 5:00 pm MST ETHICS Becoming the Everyday Ethicist Becoming the Everyday Ethicist Part 2 Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment Part 2
INDUSTRY
TAX
Doing More with Less
Preparing for Sales Tax in 2022
Leaders Eat Last Becoming the Great Predictor: Create Better Forecasts Introvert Power Advanced Negotiations
IRS Red Flags Tax Policy Update - New Legislation Virtual Currency Streaming, Digital Goods, and Sales Tax
TECHNOLOGY Technology Planning in a Post-Pandemic Environment Excel’s Best New Features Password Management Tools – Why and How You Should Use Them Tales of True Tech Crimes: Ripped From The Headlines
December 2021
3
DECEMBER
Course Highlights Annual Tax Update: Corporations and Pass-Through Entities December 1 | 8:30 am - 4:30 pm | 8 CPE | Fort Collins
Our discussion leaders will identify ways to integrate the latest tax law changes into planning and compliance engagements and help you provide more value-added services to your clients.
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know December 2 | 8:30 am - 12:10 pm | 4 CPE | In-Person + Webcast Live
This course provides a basic understanding of the five-step process for recognizing revenue under FASB ASC 606. Supported by practical examples, this course addresses core principles that all CPAs need to know.
The Bottom Line on the New Lease Accounting Requirements December 2 | 12:30 - 4:10 pm | 4 CPE | In-Person + Webcast Live
Which leases are within the scope of FASB ASC 842, Leases, and what are the basic accounting, financial reporting, and disclosure requirements? This course addresses those questions by focusing on the basic core principles of this new major standard.
Accounting and Auditing Update
December 3 | 8:30 am - 12:10 pm | 4 CPE | Webcast
The new audit reporting standard is effective for December 31, 2021, as well as other new standards that will impact risk assessment and Audits of Employee Benefit plans. This course will cover those new standards as well as any GAAP standards that are effective for 12/31/2021.
2021 Governmental and Not-for-Profit Annual Update
December 7 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live
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.
Yellow Book: Staying Compliance with Government Auditing Standards December 8 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live
This course is essential for auditors performing Yellow Book audits and provides an excellent baseline of information as it relates to understanding Yellow Book requirements and application guidance. This course will increase your knowledge of the requirements and application guidance related to ethics, standards for financial audits, attestation engagements, performance audits, and more.
4
COCPA QuickSearch
DECEMBER
Course Highlights Multistate Income Tax
December 9 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live
You can conquer the theoretical conundrums and compliance issues caused by the question of whether or not a business has nexus in a particular jurisdiction. Be the one to guide your client skillfully through the maze of multistate corporate tax codes. Rapidly develop a working knowledge of both multistate tax compliance and related planning opportunities.
S Corporations: Key Issues, Compliance, and Tax Strategies December 10 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live
This course will give you the knowledge you need to speak effectively to potential business clients and existing shareholders about how you can make the S Corporation business model work for them.
What Fraud Schemes Exist in Your Organization?
December 13 | 8:30 am - 4:30 pm | 8 CPE | In-Person + Webcast Live
The Business Fraud Risk Framework identifies various types of fraud that can be perpetrated across an organization. This course will provide insight into the framework and focus on the most prevalent fraud schemes affecting organizations.
SEC Reporting
December 20-21 | 8:30 am - 4:30 pm | 16 CPE | In-Person
This two-day course provides (in “plain English”) the practicing professional with the expertise and knowledge needed to excel as a preparer or reviewer of SEC filings. Participants will learn the rules of the road, explore the filing requirements and required forms (e.g., 10-K, 10-Q, 8-K, etc.), discover disclosure best practices, and gain insight from an experienced SEC reporting professional.
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.
December 2021
Learn more at COCPA.org/CPExpress
5
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
Accounting and Auditing for the Construction Industry (4 hrs)
12/2
Accounting Update – Hot Topics for Current Period Financials (2 hrs)
12/6
Leases: Mastering the New FASB Requirements (8 hrs)
12/7
How to Survive Your Peer Review (4 hrs)
12/16
Forensic Accounting: Fraud Investigations (8 hrs)
12/17
Fixing Your Chart of Accounts (1 hr)
12/20
Annual Update for Accountants and Auditors: Revenue Recognition, Financial Instruments, Leases (2 hrs)
12/21
Statement of Cash Flows: Preparation, Presentation, and Use (4 hrs)
12/27
Financial Accounting Standards: Stock Based Compensation (1 hr)
Accounting and Auditing (Government) 12/2
Current Issues in Performing Yellow Book Audits (2 hrs)
12/3
Applying the Uniform Guidance in Your Single Audits (8 hrs)
12/20
Yellow Book and Single Audit Update (2.5 hrs)
12/20
Impact of GASB Activities on State and Local Government (3 hrs)
Business Law 12/2
Employment Law Update: Reducing Employer Liability (4 hrs)
Business Management and Organization
6
12/1
Tax Advisory Services: How Will You Meet the Accelerated Need? (3 hrs)
12/3
Competencies and Skills Required by Virtual CFOs (1 hr)
12/9
Getting Our Mise en Place: Setting Our Table for the Future (1 hr)
12/14
Small Firm Update (1 hr)
12/16
Critical Thinking for Financial Professionals (1 hr)
12/20
How to Develop Tomorrow’s Leaders Today: Succession Planning That Works (2 hrs)
12/23
QuickBooks at Tax Time – Compliance and Client Onboarding (2 hrs)
12/30
Change: Embrace & Enjoy – It Is Inevitable (2 hrs)
COCPA QuickSearch
Computer Software and Application 12/1
Power BI – Go Beyond PivotTables with Power Pivot (4 hrs)
12/7
OneNote – Mastering Organization of Your Notes & Correspondence (2 hrs)
12/10
Avoiding Death by PowerPoint: Creating Better Presentations (1 hr)
12/15
Office 365 – Ready, Set, Go! – Developing Your Strategy (2 hrs)
12/18
Excel – Two Must Know Features: Defined Names & Tables (2 hrs)
12/28
Excel – New Features That Benefit Excel 2019 & O365 Users (2 hrs)
12/29
CPA Super Search: A New Research Checklist System for Google (2 hrs)
Finance 12/10
CFO Series: Optimizing Working Capital Management (2 hrs)
12/14
How the Pandemic Broke Traditional Budgeting and What to Do NOW (1 hr)
12/27
Cash Conversion Cycle: Tools and Techniques (2 hrs)
Specialized Knowledge 12/6
Organizations Retirement Plans: Prospective Planning for 2021 (2hrs)
12/9
Making Better Financial Healthcare Decisions (8 hrs)
12/9
Roadmap to Artificial Intelligence (4 hrs)
12/16
Emerging Issues in Cannabis and Hemp/CBD (2 hrs)
12/23
Why Cybersecurity Matters to CPAs (2 hrs)
Tax 12/1
Structuring IC-DISCs to Maximize Your Tax Benefits (2 hrs)
12/6
Annual Tax Update: Compensation, Benefits, and Employment Taxes (2 hrs)
12/8
Proven Strategies to Leverage Automation & Outsourcing to Reduce Your Accounting/Tax Workload (1 hr)
12/10
Form 990: Mastering Its Unique Characteristics (8 hrs)
12/15
Intermediate Individual Taxation (8 hrs)
12/15
Payroll Withholding & the New Form W-4 (2 hrs)
12/20
Practical Guidance: Form 709 (2 hrs)
12/29
101 Tax Planning Ideas (8 hrs)
December 2021
7
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
: Live-Streaming Webcast Y: Meets Yellow Book Requirement
W: These webinars are presented with our partner, the Washington Society of CPAs
Unless otherwise noted, all class times are 8:30 am-4:30 pm.
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
ACCOUNTING & AUDITING
W A A
12/2/2021
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (8:30 am-12:10 pm)
4
185
264
COCPA
12/2/2021
The Bottom Line on the New Lease Accounting Requirements (12:30-4:10 pm)
4
185
264
COCPA
12/3/2021
Accounting and Auditing Update (8:30 am-12:10 pm)
4
185
264
Webcast
12/10/2021
Addressing Common Documentation Deficiencies (11:00 am-1:00 pm)
2
95
135
Webinar
12/13/2021
What Fraud Schemes Exist in Your Organization?
8
295
421
COCPA
16
700
1,000
COCPA
12/20-21/2021 SEC Reporting
ACCOUNTING & AUDITING – GOVERNMENTAL YA
12/7/2021
2021 Governmental and Not-for-Profit Annual Update
8
295
421
COCPA
YA
12/8/2021
Yellow Book: Staying Compliant With Government Auditing Standards
8
295
421
COCPA
12/15/2021
SEC and PCAOB Conference
8
375
535
COCPA
12/21/2021
Mix and Match Conference
8
375
535
Webcast
CONFERENCES
FINANCE
8
W
12/20/2021
CFO Series: Preparing for Growth Part 1 (9:00 am-1:00 pm)
4
185
264
Webinar
W
12/27/2021
CFO Series: Preparing for Growth Part 2 (9:00 am-1:00 pm)
4
185
264
Webinar
COCPA QuickSearch
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
W
1/27/2021
CFO Series: Developing Credibility Part 1 (9:00 am-1:00 pm)
4
185
264
Webinar
W
2/3/2021
CFO Series: Developing Credibility Part 2 (9:00 am-1:00 pm)
4
185
264
Webinar
W
2/10/2021
CFO Series: Advanced Skills Made Easy Part 1 (9:00 am-1:00 pm)
4
185
264
Webinar
W
2/17/2021
CFO Series: Advanced Skills Made Easy Part 2 (9:00 am-1:00 pm)
4
185
264
Webinar
MANAGEMENT ADVISORY SERVICES 3/22/2022
Enterprise Risk Management: New Approaches for Today’s Complexities (9:00 am-5:00 pm)
8
295
421
Webinar
12/1/2021
Annual Tax Update: Corporations and Pass-Through Entities
8
395
564
Fort Collins
12/7/2021
Tax Year in Review and 2021 Planning
8
395
564
Durango Webcast
A
12/9/2021
Multistate Income Tax
8
295
421
COCPA
A
12/10/2021
S Corporations: Key Issues, Compliance, and Tax Strategies
8
295
421
COCPA
12/10/2021
Integrated Estate, Financial, and Asset Protection Planning—A Breakthrough Approach (9:00 am-5:00 pm)
8
295
421
Webinar
12/14/2021
Tax Year in Review and 2021 Planning
8
395
564
Westminster - Webcast
12/16/2021
Tax Year in Review and 2021 Planning
8
395
564
Webcast
W
12/16/2021
Tax Research I (9:00 am-1:00 pm)
4
185
264
Webinar
W
12/16/2021
Tax Research II (1:00-5:00 pm)
4
185
264
Webinar
AW
12/17/2021
Intermediate Individual Taxation (9:00 am-5:00 pm)
8
295
421
Webinar
1/6/2022
Colorado Income Tax – Decoupling from the IRC (8:30-11:30 am)
3
149
213
COCPA
W
TAX A
W
December 2021
9
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
The most fun you can have at a tax seminar!
DON FARMER FEDERAL TAX UPDATE JANUARY 19, 2022 REGISTER AT
|
IN-PERSON AND WEBCAST
|
CPE: 8.0
COCPA.ORG/DONFARMERCORPORATE
