QuickSearch October 2021
CPE CATALOG
SPICE UP
YOUR LEARNING
SCHEDULE Tax Year in Review INSIDE COVER
Governmental Conference OCTOBER 20-21 PAGE 2
CPAs in Industry Conference OCTOBER 28 PAGE 3
COCPA
COLORADO SOCIETY OF CPAS
TAX YEAR IN REVIEW AND 2021 PLANNING
with
Toby Clary
Join us for our 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. Save the date and stay tuned for additional details!
FIND A COURSE SCHEDULED IN YOUR REGION November 2
STERLING
November 30
BOULDER
November 9
PUEBLO
December 7
DURANGO
November 15
GLENWOOD SPRINGS
December 14
WESTMINSTER
November 18
FT. COLLINS
December 16
COCPA & WEBCAST
REGISTER ONLINE AT
COCPA.ORG/TAX-REVIEW
SALES AND USE TAX
SOUP TO NUTS October 19 • Virtual Instructor: Bruce M. Nelson, CPA Sales and use taxes are often a company’s biggest tax problem, particularly in Colorado. In this class we will begin with the basics and build on them until we are tackling some of the most troublesome sales tax issues confronting your business or clients. In this four-hour presentation, Bruce Nelson, M.A., CPA, will provide an introduction and deep dive into sales and use tax. Using concrete examples, Bruce will explain both the theory and practice that are driving today’s current sales/use tax controversies and developments.
TOPICS INCLUDE: • Nexus – where do I have to file? • The most common taxable and non-taxable transactions • Properly sourcing sales for Colorado, home-rule cities, and other states • Discussion of the most common problem areas: – Is it taxable? – the trueobject text – Manufacturing – Contractors and construction – Software as a Service (SaaS) and other intangibles • Review of the latest developments
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 Marketing and Digital Events Specialist 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
Table of Contents 2
Governmental Conference Agenda
3
CPAs in Industry Conference Agenda
4
Conference Schedule
5
Yellow Book Schedule
6
COCPA Ethics Day
8
Webinar Schedule
10
Course Schedule by Date and Field of Study
www.cocpa.org
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
Day 1 8:30-9:20am
GASB Update
9:25-10:40am
Economic Outlook 2022: How Far Have We Gone on the Road to Recovery?
10:40-10:50am
Break
Janeen Hathcock, CPA, Governmental Accounting Standards Board
Rich Wobbekind, Leeds School of Business, University of Colorado
CARES ACT - What Have We Learned? 10:50am-12:05pm
Moderator: James Rae, CPA, Rae & Co. CPA LLC Christopher J. Telli, CPA, BKD LLP Blaine Dunn, City of Fort Collins Allison Slife, CPA, CliftonLarsonAllen LLP
Day 2 8:30-9:20am
OSA Update, Including Issues Found in Local Government Financial Statements and the State of Colorado’s Audit
9:25-10:15am
CDE Update
10:15-10:25am
Break
10:25-11:15am
11:15am-12:05pm
2
Crystal Dorsey, CPA, Colorado Office of the State Auditor
Kate Bartlett, MBA, Colorado Department of Education
Modern-Day Hacking
Tristan Neate, Brian Cather, and Donnie Mclaughlin, Cornerstone Partners LLC
Gallagher Repeal Ramifications, Where Have We Gone in a Year? JoAnn Groff, Department of Local Affairs Carol Hedges, Colorado Fiscal Institute
COCPA QuickSearch
8:30-9:20am
Communicating Financial Information to Non-Accountants
9:25-10:15am
Top 12 Cybersecurity Protections to Have in Place
10:15-10:25am
Break
10:25-11:15am
Staying Compliant and Competitive - Post COVID Maximizing your Benefit Spend
Paul R. Harrison, MBA, CPA, CFP, The Knowledge Institute
Peter Horewitch, Common Knowledge Technology
Paula Hendrickson, CFP®, C(k)P®, Pavlina Sustr-McCollum, NFP Corporate Services (CO) Inc
11:20am-12:10pm
Tech Tips for Fun and Time Savings Randy Johnston, K2 Enterprises
12:10-1:00pm
Lunch
1:00-2:15pm
Economic Update/Post Pandemic Recovery - What’s Next? Patricia Silverstein, Development Research Partners
2:20-2:30pm
Break
2:30-3:45pm
Post Pandemic Recovery Panel
3:50-4:40pm
2021 Coporate Tax Update
Patricia Silverstein, Development Research Partners Denise Liebetrau, Prosper Consulting
Gregory E. Pfanstiel, CPA, CFP®, Crowe LLP Thank you to our preferred partners:
October 2021
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, and shareholders; and network with your fellow CPAs. Please see below to determine if the conference will be held as webcast only or available in person as well. In-person events are subject to change based on the county’s regulations and restrictions. If you are interested in serving on a conference planning committee, please contact Tiffany Carson, tiffany@cocpa.org. 10/20 - 21
Governmental Conference (Webcast)
10/28
CPAs in Industry Conference (In-Person and Webcast)
11/10
Regional Accounting and Auditing Conference (Webcast)
12/15
SEC and PCAOB Conference (In-Person and Webcast)
12/21
Mix and Match Conference (In-Person and Webcast)
1/19/22
Don Farmer: Federal Tax Update (In-Person and Webcast)
THANK YOU TO OUR CONFERENCE SPONSORS: for supporting the Marijuana Business Symposium
4
for supporting Women’s Summit
COCPA QuickSearch
Yellow Book Schedule 10/15
Webinar (WA): Common Yellow Book and Single Audit Deficiencies
11/3
Real Frauds Found in Not-for-Profits [COCPA/In-Person + Webcast Live]
11/3
Impact of AICPA Activities on Governments and NFPs [Webcast Live]
11/8
Governmental and NFP Accounting and Auditing [Pueblo/In-Person]
11/8
Real Frauds Found in Not-for-Profits [Pueblo/In-Person]
12/7
2021 Governmental and Not-for-Profit Annual Update [COCPA/In-Person + Webcast Live]
12/8
Yellow Book: Staying Compliant With Government Auditing Standards [COCPA/ In-Person + Webcast Live]
*In-person events are subject to change based on the county’s regulations and restrictions.
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
View full course list and custom options at
cocpa.org/customized-training
October 2021
Robbie Glantz Ethics
5
COCPA
ETHICS DAY Join us on a COCPA Ethics Day!
On each of the following days you have your choice of 8 hours of Ethics to mix and match. Fulfill your requirement and more in just one day!
October 20 - Global Ethics Day! 8:30-10:10 AM 10:30 AM-12:10 PM 12:30-2:10 PM 2:30-4:10 PM
Becoming The Everyday EthicistTM The Ethics of Care in the Workplace How Much are Your Ethics Worth? Artificial Intelligence, Bias, and Ethics
November 4 8:30-10:10 AM 10:30 AM-12:10 PM 12:30-2:10 PM 2:30-4:10 PM
Becoming The Everyday EthicistTM Yes You Can: Auditing Culture & Ethics at Your Organization The Ethics of Care in the Workplace Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment
December 1 9:30 AM-11:10 AM 11:30 AM-1:10 PM 1:30-3:10 PM
6
Colorado Board of Accountancy Statutes, Rules, and Regulations Ethics and the AICPA’s Principles, Rules, and Responsibilities How Much are Your Ethics Worth?
COCPA QuickSearch
CFO Series
A variety of 4 hour webinars. Buy 6 courses and receive 20% off! The CFO Series provides a convenient, one-stop way for CFOs, and those who aspire to be CFOs, to gain an entire year of CPE with a single decision. Each day consists of a subject matter expert leading
Be the Best Part 1: Oct. 25, 2021 Part 2: Nov. 1, 2021 Numbers Rule The World Part 1: Nov. 15, 2021 Part 2: Nov. 22, 2021 Preparing for Growth Part 1: Dec. 20, 2021 Part 2: Dec. 27, 2021 Developing Credibility Part 1: Jan. 27, 2022 Part 2: Feb. 3, 2022
discussions about four different topics. These four-topic events focus on skills that will help you and your organization become the best that you can be.
See all our courses cocpa.org/CFOSERIES
All events are virtual and will take place on Wednesdays from noon to 1:15 pm MT.
October 27
SEE ME STORY: My Point of View: The CPA Profession Through a Colored Lens
December 1
SEE ME STORY: Women in the Profession
S AVE THE DATES
Engaging personal experiences with diversity, equity, and inclusion.
December 22 January 26
February 23 March 23
Register now at S P O N S O R E D BY
October 2021
cocpa.org/SeeMe
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 10/4
2021 FASB and AICPA Update (8 hrs)
10/8
Interpreting the New Revenue Recognition Standard: What All CPAs Need To Know (4 hrs)
10/13
Accounting for Digital Assets Under U.S. GAAP, Part II (1.5 hrs)
10/14
Financial Statement Analysis: From Analysis to Action (4 hrs)
10/18
Audit Standards Update: Clarifying Risk Assessment (8 hrs)
10/19
Summary of Recent Accounting Standards Updates (4 hrs)
10/22
How to Survive Your Peer Review (4 hrs)
10/26
Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (1.5 hrs)
10/27
Using Internal Control to Strengthen Security, Efficiency and Employee Conduct (8 hrs)
Accounting and Auditing (Government) 10/8
Nonprofit, Government and Compliance Update (8 hrs)
10/21
Performing a Single Audit Under the Uniform Guidance (8 hrs)
10/22
Impact of GASB Activities on State and Local Government (3 hrs)
10/22
Yellowbook and Single Audit Update (2.5 hrs)
Business Management and Organization
8
10/8
Change the Way You Work: Success as a Virtual CFO (4 hrs)
10/18
Business Resilience: Protecting the Finance Function (4 hrs)
10/20
Finance Transformation: Manage Disruption (6 hrs)
10/21
Developing Your Digital Mindset (4 hrs)
10/22
Finance Business Partnering: The Essentials (8 hrs)
10/27
Supply Chain Fundamentals in the Global Landscape (5.5 hrs)
COCPA QuickSearch
Computer Software and Application 10/5
CPA Firm Business Development: Don’t Miss The Data Analytics Opportunity (1 hr)
10/6
Power BI – Analyze Your Data With Excel Pivot Tables (4 hrs)
10/11
Power BI – Use Power Query to Transform Your Data (2 hrs)
10/18
Power BI – Use Advanced Calculations with DAX Formulas (4 hrs)
10/20
Power BI – Use PBI Desktop to Create Reports and Dashboards (4 hrs)
10/26
Advanced Cybersecurity Awareness in Accounting – What You Need To Know (4 hrs)
Specialized Knowledge 10/18
Advanced Personal Financial Planning Update (8 hrs)
10/19
Excel – Advanced Financial and Statistical Calculations (2 hrs)
10/20
Trusts as Retirement Plan Beneficiaries (2 hrs)
10/22
Real Estate Taxation Full Circle (8 hrs)
10/25
Social Security Basics and Strategies for Maximizing Benefits (8 hrs)
10/26
Making Better Financial Healthcare Decisions (8 hrs)
Taxes 10/18
Annual Tax Rates and Other Inputs (3 hrs)
10/19
Debt – Related Tax Issues (4 hrs)
10/20
Annual Update: Family Tax, Estates, Gifts and Trusts, and Compliance (3 hrs)
10/22
Tax Research I – Tax Staff Essentials (4 hrs)
10/22
Tax Research II – Tax Staff Essentials (4 hrs)
10/26
Advising High-Income Non-Filers, Voluntary Disclosure and Collection Issues (1 hr)
10/28
Quality Control in a CPA Tax Practice: Circular 230 Changes (4 hrs)
10/29
Tax-Exempt Organizations: Operating, Organizing and Preparing Forms (4 hrs)
COCPA Partner Demo Day November 17th, 2021 Save the date to join us for demos from your COCPA preferred partners October 2021
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.
: 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 AW
10/13/2021
Construction Contractors: Accounting and Auditing (9:00 am-5:00 pm)
8
295
421
Webinar
AW
10/14/2021
Annual Update for Accountants and Auditors (9:00 am-5:00 pm)
8
295
421
Webinar
W
10/26/2021
Annual Update for Accountants and Auditors: Current and Upcoming FASB Issues (10:00-11:30 am)
1.5
149
213
Webinar
W
10/26/2021
Current Audit Environment and ASB Activity (11:30 am-1:30 pm)
2
95
135
Webinar
W
10/27/2021
Conducting a Remote Audit (9:00 am-1:00 pm)
4
185
264
Webinar
W
10/27/2021
You Have a SOC 1® Report – Now What? (1:00-5:00 pm)
4
185
264
Webinar
11/3/2021
Real Frauds Found in Not-for-Profits (8:30 am-12:10 pm)
4
185
264
COCPA
11/3/2021
Current Audit Environment and ASB Activity (12:30-2:10 pm)
2
95
135
Webcast
11/5/2021
Audits of Employee Benefit Plans Subject to ERISA
8
295
421
COCPA
Y
11/8/2021
Real Frauds Found in Not-for-Profits (1:00-5:00 pm)
4
198
283
Pueblo
W
11/10/2021
Forensic Accounting: Fraud Investigations (9:00 am-5:00 pm)
8
295
421
Webinar
11/12/2021
Conducting a Remote Audit (8:30 am-12:30 pm)
4
185
264
Webcast
AW
11/18/2021
Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements (9:00 am-5:00 pm)
8
295
421
Webinar
AW
11/18/2021
U.S. GAAP: Review for Business and Industry and Public Accounting (9:00 am-5:00 pm)
8
295
421
Webinar
A
10
COCPA QuickSearch
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
11/19/2021
Review Engagements (8:30 am-12:10 pm)
4
185
264
Webcast
W
11/19/2021
Common Deficiencies in SSARS Engagements (8:00 am-12:00 pm)
4
185
264
Webinar
W
11/29/2021
Accounting and Auditing Update for Small Businesses (9:00 am-1:00 pm)
4
185
264
Webinar
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
W A
12/20-21/2021 SEC Reporting
ACCOUNTING & AUDITING – GOVERNMENTAL YW
10/15/2021
Common Yellow Book and Single Audit Deficiencies (1:00-5:00 pm)
4
185
264
Webinar
Y
11/3/2021
Impact of AICPA Activities on Governments and NFPs (2:30-4:10 pm)
2
95
135
Webcast
Y
11/8/2021
Governmental and NFP Accounting and Auditing (8:30 am-12:30 pm)
4
198
283
Pueblo
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
10/2021/2021
Governmental Conference (8:30 am-12:00 pm)
8
375
535
Webcast
10/28/2021
CPAs in Industry Conference
8
375
535
COCPA
11/10/2021
Regional Accounting and Auditing Conference
8
375
535
Webcast
12/15/2021
SEC and PCAOB Conference
8
375
535
COCPA
12/21/2021
Mix and Match Conference
8
375
535
Hilton Denver Inverness
CONFERENCES
October 2021
11
Key
Date
Course Title
CPE
NonMember member Fee Fee
Location
FINANCE W
10/7/2021
Finance Data Analytics for Business Results (10:00 am-12:00 pm)
2
95
135
Webinar
W
10/14/2021
Human Capital Metrics and Employee Engagement (10:00 am-12:00 pm)
2
95
135
Webinar
11/16/2021
Annual Update for Controllers
8
295
421
COCPA
A
MANAGEMENT ADVISORY SERVICES Learn more about our CFO Series on the back cover. W
3/22/2022
Enterprise Risk Management: New Approaches for Today’s Complexities (9:00 am-5:00 pm)
8
295
421
Webinar
10/19/2021
Sales and Use Tax – Soup to Nuts (8:30am-12:30pm)
4
185
264
Webcast
10/19/2021
Traps and Pitfalls in Estate Planning (9:00 am-5:00 pm)
8
295
421
Webinar
10/22/2021
Required Minimum Distributions: Compliance and Planning (8:30 am-12:00 pm)
4
185
264
COCPA
10/22/2021
Maximizing Your Social Security Benefits (12:30-4:10 pm)
4
185
264
COCPA
11/1/2021
Don Farmer’s 2021 Individual Income Tax Workshop (Maryland Webcast) (6:00 am-2:00 pm)
8
310
410
Webcast
11/2/2021
Tax Year in Review and 2021 Planning
8
395
564
Sterling
11/3/2021
Don Farmer’s 2021 Corporate Income Tax Workshop (Maryland Webcast) (6:00 am-2:00 pm)
8
310
410
Webcast
11/5/2021
Hottest Tax Topics for 2021
8
395
564
Boulder
11/9/2021
Tax Year in Review and 2021 Planning
8
395
564
Pueblo
11/10/2021
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am-12:30 pm)
4
185
264
COCPA
11/10/2021
Reviewing Partnership Tax Returns: What Are You Missing? (1:00-5:00 pm)
4
185
264
COCPA
11/15/2021
Tax Year in Review and 2021 Planning
8
395
564
Glenwood Springs
11/16/2021
Annual Tax Update: Corporations and Pass-Through Entities
8
395
564
Glenwood Springs
11/18/2021
Tax Year in Review and 2021 Planning
8
395
564
Fort Collins
11/22/2021
Form 990: Best Practices for Accurate Preparation (9:00 am-5:00 pm)
8
295
421
Webinar
TAX
W
A
A
AW
12
COCPA QuickSearch
Key
Date
CPE
Course Title
NonMember member Fee Fee
Location
11/30/2021
Tax Year in Review and 2021 Planning
8
395
564
Boulder
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
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
12/16/2021
Tax Year in Review and 2021 Planning
8
395
564
COCPA
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
1/19/2022
Don Farmer Federal Tax Update
8
425
607
TBD
A
W
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.
October 2021
13
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
The most fun you can have at a tax seminar!
INDIVIDUAL INCOME TAX WORKSHOP NOV 1, 2021 | WEBCAST | CPE: 8.0
CORPORATE INCOME TAX WORKSHOP
NOV 3, 2021 | WEBCAST | CPE: 8.0
FEDERAL TAX WORKSHOP JAN 19, 2022 | IN PERSON + WEBCAST | CPE: 8.0
REGISTER AT
COCPA.ORG/DONFARMER