QuickSearch August/September 2017
Spice up your CPE this summer. Young Professionals Summit AUGUST 18 PAGE TWO
Women’s Summit AUGUST 25
PAGE THREE
Marijuana Business Symposium AUGUST 16 PAGE FOUR
Personal Financial Planning Conference AUGUST 21 PAGE FIVE
Technology Conference AUGUST 28–29 PAGE SEVEN
CPE
One fee. Hours of CPE. 24 hours: $900 40 hours: $1,500 Members can now purchase 24, 40, 80, or 120 hours of CPE. Valid for classes occurring between May 1, 2017 - April 30, 2018, the CPE Season Pass includes group study programs: live in-person Denver and Chapter seminars, conferences, webinars (AICPA, CPA Crossings, CALCPA only), and live streaming-webcasts. Please note: LeadFit 2017, the AICPA SOC School, Oil & Gas Conference, Health Care Conference, 11/9 and 11/10 2017 Don Farmer webcasts, and on-demand courses are not included in the CPE Season Pass program. For the January Don Farmer program, there will be an additional $49.00 charge per course. To register for Don Farmer, please call the Member Services Department at 303-773-2877.
TO PURCHASE YOUR CPE SEASON PASS, VISIT
seasonpass.cocpa.org or use the registration form at the back of this publication.
2
For a company subscription to the CPE Season Pass call the COCPA Member Services Department at 303-773-2877.
COCPA QuickSearch
Table of Contents 2 2017 Young Professionals Summit 3 2017 Women’s Summit 4 2017 Marijuana Business Symposium 5 2017 Personal Financial Planning Conference 6 August & September Course Highlights 7 2017 Technology Conference 8 2017 Conference Schedule 9 2017 Yellow Book Schedule 9 Government Certificate of Achievement Program 10 Ethics 12 Webinars 14 Course Schedule by Date and Field of Study 20 CPE Registration Form 21 Live In-Classroom and Webcast Courses
QuickSearch A Guide to CPE from COCPA. CPE Director Rebecca Campbell, CAE rebecca@cocpa.org CPE Operations and On-Site Programs Tiffany Carson, CMP tiffany@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
CPE Staff Accountant Susan Jimenez susanj@cocpa.org
August/September
1
YOUNG PROFESSIONALS SU MMI T
The next step on your path to success. August 18, 2017 | Union Station, Denver 8:25 – 8:30 am
Welcome
8:30 – 10:10 am
Finding and Applying Your Strengths
10:10 – 10:25 am
Break
Rebekah Brown, Maryland Association of CPAs
Effective Communicating Across Differences and During
10:25 am – 12:05 pm Conflict Rachel Eryn Kalish, Workplace Connections 12:05 – 1:00 pm
1:00 – 2:15 pm
Lunch Panel - What I Learned Along the Way RJ McArthur, EKS&H LLLP Mary-Margaret Henke, Western Union
2:15 – 2:25 pm
Break
2:25 – 3:40 pm
Rethinking Generational Differences for Today’s New Reality
3:40 – 4:30 pm
CPA Professional Issues Update
Patrick Kelly, Change Point Consulting Co.
Marc Hendrikson, Centennial Bank and Trust
Learn more and register at young-pros.cocpa.org 2
COCPA QuickSearch
WOMEN’S SUMMIT
Strategies for the Successful Woman CPA August 25, 2017 | Wellshire Event Center, Denver 8:25 – 8:30 am
Welcome The Path to Creating Work-Life Harmony
8:30 – 9:45 am
Amy Vetter, Xero Americas Each attendee will get a copy of Amy’s book, Business, Balance, & Bliss: How the B3 Method Can Transform Your Career & Life
9:45 – 10:00 am
Break
10:00 – 11:15 am
The Upside of Stress
11:15 am – 12:05 pm
Rebekah Brown, Maryland Association of CPAs
Mental Toughness is Not Just for Sports... It’s for Life Matt Phillips, Pro Athletic Advantage International
12:05 – 1:00 pm
Lunch
1:00 – 3:05 pm
Leading Through Change
3:05 – 3:15 pm
Break
3:15 – 3:40 pm
How to Maintain Healthy Habits Through Times of Change
3:40 – 4:30 pm
Corinne Hancock, My Powerful Life
Employee Awareness Association
Boundary Setting in the Midst of Change
Tracy Wahl, Tracy Wahl Public Media, Former Executive Producer of Editorial Franchises at NPR
Learn more and register at WomensSummit.cocpa.org August/September
3
Guiding the Businesses That Will Pilot an Industry August 16, 2017 | COCPA Office, Denver or Webcast 8:25 – 8:30 am
Welcome Industry Update
8:30 – 9:20 am
Jim Marty, CPA, Bridge West CPAs Consultants LLC Ron Seigneur CPA/ABV ASA, CFF, CVA, CGMA, Seigneur Gustafson LLP
9:20 – 10:10 am
Operator/Owner Perspective
10:10 – 10:25 am
Break
10:25 – 11:15 am
What Can the CPA Do to Add Value?
Michael L. Raisch, CPA, CGMA, CFO – LivWell Enlightened Health
Bernie Taillon, CPA, Triad Tax
Regulatory/State of Colorado Update
11:15 am – 12:05 pm Jim Burack, Colorado Department of Revenue Paul G. Northrup, Colorado Department of Revenue 12:05 – 1:00 pm
Lunch
1:00 – 1:50 pm
IRS Update
1:50 – 2:40 pm
Federal & State Tax Update
2:40 – 2:50 pm
Break
2:50 – 3:40 pm
Matthew Houtsma, Office of IRS Chief Counsel Mike Arvin, Michael F. Arvin, Attorney-CPA
City and County of Denver Sales and Use Tax Update Heather Driscoll Casey McCurdy
Current State of IRS Audits 3:40 – 4:30 pm
Jim Marty, CPA, Bridge West CPAs Consultants LLC Ron Seigneur CPA/ABV ASA, CFF, CVA, CGMA, Seigneur Gustafson LLP
Learn more and register at MBS.cocpa.org 4
COCPA QuickSearch
PERSONAL
FINANCIAL PLANNING C O N F E R E N C E
Add Value. Add Trust. Add Growth. NEW DATE: August 21, 2017 | COCPA Office, Denver or Webcast 8:25 – 8:30 am
Welcome
8:30 – 10:10 am
Best Practices for Retirement Income - Dynamic Approaches on Optimal Withdrawal Strategies
10:10 – 10:25 am
Break
10:25 – 11:15 am
Use of Reverse Mortgages in Retirement
Wade Pfau Ph.D, CFA, The American College and McLean Assets
Wade Pfau Ph.D, CFA, The American College and McLean Assets
Robo Advising - Why All the Interest?
Dave Stevens, CPA, PFS, CFP®, Moderator, Irongate Financial Services Inc. 11:15 am – 12:30 pm Mark Smith CFP®, CPA/PFS, CIMA®, M.J. Smith & Associates Scott Sprinkle, CPA/PFS, CGMA, CFP®, Sprinkle & Associates LLC Rick Rodgers, AIFA®, Innovest Portfolio Solutions LLC 12:30 – 1:20 pm
Lunch
1:20 – 2:35 pm
Retirees Cost of Care Barometer
2:35 – 2:50 pm
Break
2:50 – 3:40 pm
Healthcare - What Are My Options?
Jim Shambo, CPA/PFS (Retired)
Connect for Health Colorado
Experts Panel: Time With the Masters 3:40 – 4:30 pm
Mark Smith CFP®, CPA/PFS, CIMA®, M.J. Smith & Associates Scott Sprinkle, CPA/PFS, CGMA, CFP®, Sprinkle & Associates LLC Jim Shambo, CPA/PFS (Retired)
Learn more and register at pfpc.cocpa.org August/September
5
AUGUST & SEPTEMBER
Course Highlights Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now August 11 (Aspen/Glenwood Springs)
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 all the other myriad of related retirement planning issues.
Farm and Ranch Taxation August 14 (COCPA or Webcast)
This session will help practitioners recognize unique tax opportunities and pitfalls for taxpayers in the agriculture industry. Our education sessions give tax professionals a forum to discuss current issues affecting their farm and ranch clients.
Financial Forecasting and Decision Making August 14 (Ft. Collins)
This course provides the basic tools necessary to project the balance sheet and statements of income and cash flow. Determine the company’s maximum sustainable growth and predict its external fund requirements.
Employment Law Update: Key Risks and Recent Trends August 15 (Boulder)
This course will update you on, and provide tips about mitigating exposure for, the key employment risks that every employer faces. NEW
Restaurant and Accounting Controls 2017 August 17 (COCPA or Webcast)
This seminar will combine the practical knowledge of restaurant ownership and operations, with your financial skills as a CPA.
Audits of State and Local Governments: What You Need to Know August 23 (COCPA)
This course provides you with advice for handling audit and accounting issues common to state and local governments. You’ll get critical “how-to” guidance on planning, performing and reporting on your audit engagements.
Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs August 24 (COCPA or Webcast)
The objective of this course is to enhance participants’ knowledge and application of professional judgment by providing a review of the top accounting and auditing issues faced by preparers of governmental and not-for-profit financial statements and their auditors.
Case Study in Not-for-Profit Accounting and Auditing September 19 (COCPA)
During this course you will gain hands-on experience with case studies designed to simulate real-world scenarios and common problems in today’s not-for-profit environment.
6
COCPA QuickSearch
AUGUST & SEPTEMBER
Course Highlights SEC Reporting September 20-21 (COCPA) December 18-19 (COCPA)
Join us for a two-day hands-on workshop that provides the practicing professional with the expertise and knowledge they need to excel in their roles as preparers or reviewers of SEC filings.
Annual Update for Accountants and Auditors September 26 (COCPA or Webcast)
This comprehensive course covers relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting, auditing, review, and compilation arenas. With the rate of change in today’s regulatory environment, you must stay current on the topics impacting the profession – don’t get left behind!
Internal Control Best Practices for Small- and Medium-Sized Entities September 27 (COCPA)
This course will show you some best practices for designing, implementing, monitoring, evaluating, and auditing cost-effective internal controls for small- and medium-sized entities.
Technology Technology Conference Technology Conference
Technology for Accountants Conference Strategy, tools, & skills to succeed for Accountants Conference
for Accountants for Accountants
AUGUST 28–29, 2017
*Option to register for one or both days
2 DAYS. 15 BREAKOUT SESSIONS. DON’T MISS THIS YEAR’S TECHNOLOGY CONFERENCE. Designed for busy accounting and financial professionals who want to improve their personal and organizational productivity, the Technology Conference aims to determine how to utilize existing and future technologies to address the needs of your organization, describe trends in hardware and software in order to make more informed decisions for your business and your clients, develop and implement strategies for Cloud computing and the Mobile Office, and utilize Microsoft Office’s most powerful features.
REFER A NEW ATTENDEE AND BOTH RECEIVE A GIFT CARD AMAZON GIFT CARD DRAWINGS AT THE END OF THE DAY
Visit tech-conf.cocpa.org to register. August/September
7
2017 Conference Schedule This year’s conferences are one of the best ways to hear the latest information by industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. Most 2017 conferences are also available via live webcast. *This conference is produced by the AICPA and does not qualify for the Season Pass program. ** These conferences are produced by the California Education Foundation and may contain some content specific to California.
8/18
Young Professionals Summit
11/8-10
8/21
Personal Financial Planning Conference
11/14
Accounting and Auditing Conference
8/25
Women’s Summit
11/17
Real Estate Conference
12/5
Wine Industry Conference (Webinar Only)**
8/28-29 Technology Conference
AICPA Health Care Industry Conference*
10/24
CPAs in Industry Conference
10/27
Family Law Conference (Webinar Only)**
12/13
SEC and PCAOB Conference
10/31
Governmental Conference
12/18
Mix and Match Conference
11/6-8
AICPA Oil and Gas Conference*
1/25
Don Farmer
Register coworkers and watch the webcast together!
Gain name recognition among Colorado CPAs. Become a COCPA Event Sponsor As a trusted partner of CPAs and business leaders across Colorado, COCPA offers you a unique reach as an advertiser or sponsor. Our events help you reach decision makers in: • business and industry • government
• education, and • accounting firms
...ranging in size from sole practitioners to large international businesses.
To view sponsorship levels and reach, please visit SponsorOpps.cocpa.org.
2017 Yellow Book Schedule 8/22 NEW
8/22 8/23 8/24 8/31 9/19 10/31 11/6 11/7
NEW
11/8
NEW
11/8
O
LO
RA
DO SOC I ET
Y
O
F
C
12/4 12/5 12/6
Annual Update for Governments and Not-for-Profits (4 hrs) GASB Statement Nos. 74 & 75 – Best Practices in OPEB Accounting & Auditing (4 hrs) Audits of State and Local Governments: What You Need to Know Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs Accounting and Reporting for Not-for-Profit Organizations Case Studies in Not-for-Profit Accounting and Auditing 2017 Governmental Conference Applying the Uniform Guidance in Your Single Audits Not-for-Profit Accounting and Auditing Update GASB Statement Nos. 74 & 75 – Best Practices in OPEB Accounting & Auditing (4 hrs) Governmental Pensions: Prepare for a Changing Landscape (4 hrs) Governmental Accounting and Auditing Update Frequent Frauds Found in Governments and Not-for-Profits Yellow Book: Government Auditing Standards
I
ED
TA
RT
FI
NT
CE
S
GOVERNMENT CERTIFICATE of ACHIEVEMENT
PUB
LIC ACC
O
UN
Pueblo Pueblo COCPA COCPA COCPA COCPA Denver COCPA COCPA COCPA COCPA COCPA COCPA COCPA
COCPA GOVERNMENT CERTIFICATE OF ACHIEVEMENT PROGRAM Earn the Governmental Certificate of Achievement and enhance your professional competence with practical skills you can apply immediately.
Why Complete the Certificate of Achievement Program? • To demonstrate your commitment to your career as a governmental accounting professional • To keep updated on the latest rules, regulations, and pronouncements in a constantly changing regulatory environment • To demonstrate competence in the field of governmental accounting above and beyond the base level requirements needed in the field • To gain a deeper understanding of the issues involved with governmental accounting • To learn best practices to work more efficiently Upon completion of the courses you will receive a certificate, 40 hours of CPE that also qualify for yellow book credit, and recognition in a COCPA publication and website as someone who has made this intentional investment in the governmental arena.
How the Certificate of Achievement Program Works: Select five courses from the list online which best meet your needs, and register online. Participants have up to eighteen months to complete the program.
LEARN MORE AT GCOA.COCPA.ORG
August/September
9
2017 Ethics Schedule The A.R.T. of Work: Accountability, Respect, and Trust
NEW
8/31
Sterling
1:00 – 2:40 pm
10/17
COCPA or Webcast
8:30 – 10:10 am
10/23
Ft. Collins
1:00 – 2:40 pm
11/2
COCPA or Webcast
1:00 – 2:40 pm
12/19
Webcast only
8:30 – 10:10 am
Barriers to Ethical Behavior and Leadership 12/7
Aspen/Glenwood Springs
1:00 – 4:35 pm
12/12
Grand Junction
8:30 am – 12:05 pm
12/12
Montrose
2:00 – 5:35 pm
Colorado Board of Accountancy Statutes, Rules, and Regulations 8/9
COCPA or Webcast
8:30 – 10:10 am
8/15
Durango
12:30 – 2:10 pm
8/22
Boulder
8:30 – 10:10 am
9/25
Longmont
8:30 – 10:10 am
9/28
COCPA or Webcast
8:30 – 10:10 am
12/7
Webcast only
8:30 – 10:10 am
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 8/31
Sterling
3:00 – 4:40 pm
10/17
COCPA or Webcast
10:30 am – 12:10 pm
10/23
Ft. Collins
3:00 – 4:40 pm
11/2
COCPA or Webcast
3:00 – 4:40 pm
12/19
Webcast only
10:30 am – 12:10 pm
Ethics and the AICPA’s Principles, Rules, and Responsibilities
10
8/9
COCPA or Webcast
10:30 am – 12:10 pm
8/15
Durango
2:30 – 4:10 pm
8/22
Boulder
10:30 am – 12:10 pm
9/25
Longmont
10:30 am – 12:10 pm
9/28
COCPA or Webcast
10:30 am – 12:10 pm
12/7
Webcast only
10:30 am – 12:10 pm COCPA QuickSearch
NEW
NEW
Ethics: Risk & Sustainability 9/18
COCPA or Webcast
8:30 – 10:10 am
11/2
COCPA or Webcast
8:30 – 10:10 am
12/6
COCPA or Webcast
8:30 – 10:10 am
The Psychology of Ethics 8/21
Colorado Springs
1:00 – 4:30 pm
10/25
COCPA or Webcast
8:30 am – 12:00 pm
11/30
COCPA or Webcast
12:30 – 4:00 pm
12/6
COCPA or Webcast
12:30 – 4:00 pm
When Good CPAs Go Bad: Ethics & Cases 8/30
Westminster
8:30 am – 12:00 pm
11/30
COCPA or Webcast
8:30 am – 12:00 pm
12/13
COCPA
8:30 am – 12:00 pm
Video On-Demand Ethics Colorado State Board of Accountancy Statutes, Rules, and Regulations Instructor: Rosemary Weiss This video-based program fulfills the Colorado State Board of Accountancy’s ethics requirement for active certificate holders. It also fulfills the CR&R requirement that newly licensed certificate holders must meet within six months of licensure.
Making Ethics Count: CPAs & Ethics Instructor: Dan Chenoweth Also video-based, this course fulfills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Dan Chenoweth leads you through this thought-provoking and information-filled interactive course.
The AICPA’s Principles, Rules, & Responsibilities Instructor: Rosemary Weiss This last video-based course also fulfills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Using the AICPA’s code of conduct and participant’s ethics dilemmas, you’ll gain additional tools to help you make ethical decisions.
August/September
11
Webinar Schedule Accounting and Auditing 8/7
U.S. GAAP: Review for Business & Industry (4 hrs)
8/18
Creating an Internal Control Implementation Process (2 hrs)
8/31
Leases: Mastering the New FASB Requirements (8 hrs)
9/1
Audit Workpapers: Reviewing Field Work (4 hrs)
9/6
Understanding the Complexities of Fraud in Order to Develop Ways to Mitigate Risk (8 hrs)
9/7
Limited Scope Audits of 401(k) Plans (8 hrs)
9/18
Identity Theft: Preventing, Detecting, and Investigating (8 hrs)
Accounting and Auditing (Government) 8/2
Fraud Risk in Governmental and Not-for-Profit Entities (4 hrs)
8/18
Yellow Book Financial Audits (4 hrs)
8/21
Government Update: 10 New A&A Risks for CPAs (2 hrs)
8/24
Single Audit Primer and Update (2 hrs)
9/7
Audit Methodologies and Documentation (2 hrs)
9/25
The GAO’s Green Book: Internal Controls (2 hrs)
Business Law 8/24
Employment Law Update: Examining Critical Issues with FMLA, HIPPA, COBRA, ADA, and More (4 hrs)
9/26
Employment Law Update: Reducing Employer Liability (4 hrs)
Business Management and Organization 8/1
Practice Value & Evaluation: What is My/Our Practice Worth? (1 hr)
8/4
10 Fatal Mistakes to Avoid: Learn from Others’ Business Errors (2 hrs)
8/10
Succession Planning for CPA Firms: When, How and With Whom? (1 hr)
9/13
The CFO: 5 Critical Skills to Maximize Profits (2 hrs)
9/20
Develop Your Company’s Scorecard: Keep Success on Track (2 hrs)
Communication
12
8/9
New Manager Series: Are You Managing or Leading? (2 hrs)
9/18
Have the Difficult Conversation You’ve Been Dreading (2 hrs)
COCPA QuickSearch
Computer Software and Application 8/1
Excel – Two Must Know Features: Defined Names & Tables (2 hrs)
8/9
How Technology is Impacting the Accounting Profession (2 hrs)
8/25
Creating KPI Dashboards for Maximum Impact (2 hrs)
9/7
Expense Management via the Cloud (2 hrs)
9/14
Office 365 – Take Your Office on the Road with Mobile Apps (2 hrs)
9/19
Time to Get Serious About Information Security (2 hrs)
9/25
Microsoft Power BI – Fundamentals of the PowerBI Desktop App (4 hrs)
Finance 8/3
The CFO: 5 Critical Skills to Become a Leader (2 hrs)
8/8
Financial Forecasting: Planning for Success (4 hrs)
8/21
Multi-Task Role of the CFO/Controller (8 hrs)
9/28
Corporate Finance Checkup: Renovate Your Analytical Toolbox (8 hrs)
Personnel/HR 8/30
Millennials: Myths and Truths Behind the Next Gen of Leaders (2 hrs)
Specialized Knowledge 8/2
How to Build a Virtual Accounting Services Practice (3 hrs)
8/10
Personal Financial Planning Update: Insurance Planning Update (2 hrs)
8/22
Cloud Systems - Is My Data Safe and Secure? (1 hr)
9/28
Dynamics 365: Microsoft’s Next Generation Business Platform (2 hrs)
Taxes 8/1
Real Estate Professionals and Passive Activity: When Do They Exist and How to Report Them (2 hrs)
8/7
Multistate Taxation of the Mobile Workforce and Issues Related to Nonresident, Estate and Trust Tax Returns (8 hrs)
8/21
Best Practices for Payroll Taxes and 1099 Issues (8 hrs)
9/5
Travel and Entertainment Expenses: Review and Update (2 hrs)
9/20
Final Repair Regulations: Current Development and Update (2 hrs)
9/28
Key Tax Strategies for Partnerships and LLCs (2 hrs)
August/September
13
Course Schedule by Date and Field of Study To register for courses, please visit www.cocpa.org, or register using the form in the back of this publication. For full course registration policies, please visit www.cocpa.org. KEY: A: AICPA members who register for these courses will receive an additional $30 per day discount. +: New Course in 2017
: Live-Streaming Webcast Y: Meets Yellow Book Requirement
Unless otherwise noted, all class times are 8:30am – 4:30pm. KEY
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
16
170526501 –
695 – 994
Denver
09/26/17 Annual Update for Accountants and Auditors
8
170535801 – 170535920
365 – 521
Denver
Date
Course Title
ACCOUNTING AND AUDITING A A
9/2021/17
SEC Reporting
A
09/27/17
Internal Control Best Practices for Small- and Medium-Sized Entities
8
170542601 –
365 – 521
Denver
A
10/23/17
Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements
8
170630201 –
365 – 521
Denver
A
10/24/17
Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes
8
170642701 –
365 – 521
Denver
A
11/01/17 Auditing Employee Benefit Plans
8
170714601 –
365 – 521
Denver
8
170725801 –
365 – 521
Denver
11/14/17 2017 Accounting and Auditing Conference
8
170762715 – 170762822
365 – 521
Englewood
A+
11/03/17
Integrating Audit Data Analytics into the Audit Process
A
11/27/17
Leases: Mastering the New FASB Requirements
8
170769401 – 170769520
365 – 521
Denver
A
11/28/17
Revenue Recognition: Mastering the New FASB Requirements
8
170771201 – 170771320
365 – 521
Denver
+
12/07/17
The New Clarified Attestation Standards: What You Need to Know (12:30 - 4:00 pm)
4
170839401 –
185 – 264
Denver
A
12/08/17
Real World Fraud in Today’s Small- to Medium-Sized Entities
8
170847201 –
365 – 521
Denver
4
170864209 –
200 – 285
Pueblo
Interpreting the New Revenue Recognition 12/14/17 Standard: What All CPAs Need to Know (8:30 am - 12:00 pm)
14
COCPA QuickSearch
KEY
Date
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
ACCOUNTING AND AUDITING, continued 12/14/17
Accounting and Auditing Update (12:30 - 4:00 pm)
4
170865109 –
200 – 285
Pueblo
12/15/17
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
170869109 –
200 – 285
Westminster
+
12/15/17
The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)
4
170869309 –
200 – 285
Westminster
A
12/1819/17
SEC Reporting
16
170870201 –
695 – 994
Denver
4
170463409 –
200 – 285
Pueblo
4
170464209 –
200 – 285
Pueblo
Audits of State and Local Governments: What You Need to Know
8
170465901 –
365 – 521
Denver
Annual Update: Top 12 Governmental and 08/24/17 Not-for-Profit Accounting and Auditing Issues Facing CPAs
8
170467201 – 170467320
365 – 521
Denver
ACCOUNTING AND AUDITING – GOVERNMENT 08/22/17
Y
Annual Update for Governments and Not-forProfits (8:30 am - 12:00 pm)
+Y
GASB Statement Nos. 74 & 75 – Best 08/22/17 Practices in OPEB Accounting & Auditing (12:30 - 4:00 pm)
YA
08/23/17
A
Y
AY
08/31/17
Accounting and Reporting for Not-for-Profit Organizations
8
170487201 –
365 – 521
Denver
AY
09/19/17
Case Studies in Not-for-Profit Accounting and Auditing
8
170519801 –
365 – 521
Denver
8
170693615 – 170693722
365 – 521
Englewood
Y 10/31/17 2017 Governmental Conference AY A
Y
11/06/17
Applying the Uniform Guidance in Your Single Audits
8
170727601 –
365 – 521
Denver
11/07/17
Not-for-Profit Accounting and Auditing Update
8
170739401 – 170739520
365 – 521
Denver
4
170743901 –
185 – 264
Denver
+Y
GASB Statement Nos. 74 & 75 – Best 11/08/17 Practices in OPEB Accounting & Auditing (8:30 am - 12:00 pm)
+Y
11/08/17
Governmental Pensions: Prepare for a Changing Landscape (12:30 - 4:00 pm)
4
170746301 –
185 – 264
Denver
Y
12/04/17
Governmental Accounting and Auditing Update
8
170825201 – 170825320
365 – 521
Denver
AY
12/05/17
Frequent Frauds Found in Governments and Not-for-Profits
8
170827401 –
365 – 521
Denver
AY
12/06/17 Yellow Book: Government Auditing Standards
8
170829401 –
365 – 521
Denver
A
August/September
15
KEY
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
08/21/17 2017 Personal Financial Planning Conference
8
170462315 – 170462422
365 – 521
Denver
Determining How Much Money You Need to 10/26/17 Retire, and Tax Ideas and Money Management in Retirement
8
170659609 –
410 – 585
Pueblo
Date
Course Title
ADMINISTRATIVE PRACTICE ADMINISTRATIVE PRACTICE
11/01/17
Retirement: How to Navigate through the Uncertain Voyage
8
170717309 –
410 – 585
Boulder
11/03/17
Retirement: How to Navigate through the Uncertain Voyage
8
170726109 –
395 – 564
Grand Junction
11/29/17
Retirement: How to Navigate through the Uncertain Voyage
8
170775809 –
410 – 585
Durango
12/01/17
Retirement: How to Navigate through the Uncertain Voyage
8
170824301 –
365 – 521
Denver
BUSINESS LAW A
08/15/17
Employment Law Update: Key Risks and Recent Trends
8
170457809 –
410 – 585
Boulder
A
10/30/17
Employment Law Update: Key Risks and Recent Trends
8
170672301 –
365 – 521
Denver
BUSINESS MANAGEMENT & ORGANIZATION +
10/26/17
Basics of Creating a Legendary Business (8:30 - 10:10 am)
2
170659020 –
95 – 135
Video Only*
A
11/16/17
Transforming Your Role as Controller to Business Partner
8
170765801 –
365 – 521
Denver
08/28/17 2017 Technology Conference - Day 1
8
170473815 –
350 – 500
Denver
08/29/17 2017 Technology Conference - Day 2
8
170475215 –
350 – 500
Denver
10/1920/17
16
170629301 –
695 – 994
Denver
COMPUTER SCIENCE
Excel Boot Camp
FINANCE A
08/14/17 Financial Forecasting and Decision Making
8
170457309 –
395 – 565
Fort Collins
+
10/31/17
Annual CFO Spotlight: Corporate Finance Skills
8
170682501 –
385 – 550
Denver
*Attendees must have a camera and microphone to participate in this class.
16
COCPA QuickSearch
KEY
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
8
170764201 – 170764320
365 – 521
Denver
4
170838901 –
185 – 264
Denver
8
170863701 –
385 – 550
Denver
8
170865801 – 170867520
385 – 550
Denver
8
170775101 –
355 – 507
Denver
2
170715020 –
95 – 135
Video Only*
08/16/17 2017 Marijuana Business Symposium
8
170459601 – 170459720
365 – 521
Denver
08/17/17 Restaurant Accounting and Controls 2017
8
170460301 – 170460420
365 – 521
Denver
08/18/17 2017 Young Professionals Summit
8
170460815 –
399 – 570
Denver
8
170472415 –
365 – 521
Denver
10/24/17 2017 CPAs in Industry Conference
8
170646415 – 170646522
365 – 521
Denver
11/68/17
2017 AICPA Oil & Gas Conference
8
170728044 –
1315 – 1315
Denver
11/810/17
2017 AICPA Health Care Industry Conference
8
170747344 –
1335 – 1335
Denver
11/17/17 2017 Real Estate Conference
8
170767515 – 170767622
365 – 521
Denver
12/13/17 2017 SEC and PCAOB Conference
8
170862415 – 170862522
365 – 521
Englewood
12/18/17 2017 Mix and Match Conference
8
170871315 – 170871422
365 – 521
Englewood
Date
Course Title
FINANCE, continued A
11/15/17 Annual Update for Controllers 12/07/17
+
CFO/Controllers’ Roadmap to Organization 12/14/17 Success with Integrated Planning, Forecasting, and Budgeting 12/15/17
+
Analyzing a Company’s Financial Statement (8:30 am - 12:00 pm)
Current Developments and Best Practices for Today’s CFOs and Controllers
MANAGEMENT ADVISORY SERVICES Financial Transformation to Achieving 11/13/17 Breakthrough Improvements in Financial and Operational Performance
PERSONNEL/HR +
11/01/17
Motivating, Retaining, and Elevating Your Staff (8:30 - 10:10 am)
SPECIALIZED KNOWLEDGE
+ +
08/25/17
+
2017 Women’s Summit: Strategies for the Successful Woman CPA
*Attendees must have a camera and microphone to participate in this class. August/September
17
KEY
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
Social Security, Medicare, and Prescription 08/11/17 Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
8
170456109 –
425 – 607
Aspen/Glenwood Springs
08/14/17 Farm and Ranch Taxation
8
170456701 – 170456820
395 – 564
Denver
365 – 521
Denver
Date
Course Title
TAX TAX
A
10/26/17
Tax Considerations and Consequences for Closely Held Businesses
8
170658101 –
A
10/27/17
Annual Tax Update: Corporations and PassThrough Entities
8
170661301 –
10/27/17
Top Tax and Financial Planning Ideas of 2017 (8:30 am - 12:00 pm)
4
170664709 –
10/27/17
Maximizing Your Social Security Benefits (12:30 - 4:00 pm)
4
170664909 –
10/27/17 Tax Year in Review and 2017 Planning
8
170669809 –
10/30/17 Tax Year in Review and 2017 Planning
8
170674809 –
Reviewing Partnership Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
170673609 –
Fort Collins
Tax Planning Strategies for Small Businesses: 10/30/17 Corporations, Partnerships, & LLCs (12:30 - 4:00 pm)
200 – 285
4
170674109 –
200 – 285
Fort Collins
11/06/17
The Best S Corporation, Limited Liability, and Partnership Update
8
170728309 –
410 – 585
Longmont
11/07/17
The Best S Corporation, Limited Liability, and Partnership Update
8
170742609 –
Westminster
Tax Planning Strategies for Small Businesses: 11/09/17 Corporations, Partnerships, & LLCs (8:30 am - 12:00 pm)
410 – 585
4
170748501 –
185 – 264
Denver
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170748701 –
185 – 264
Denver
8
170749809 –
8
– 170720124
275 – 375
Webcast Only
8
– 170730524
255 – 355
Webcast Only
4
170753401 – 170753520
185 – 264
Denver
4
170756101 – 170756220
185 – 264
Denver
+
+
10/30/17
11/09/17
11/09/17 Tax Year in Review and 2017 Planning 11/09/17
Don Farmer Individual Income Tax Workshop (Please Note: This program starts at 6:00 am)
Don Farmer Corporate Business Income Tax 11/10/17 Workshop (Please Note: This program starts at 6:00 am) 11/10/17
Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am - 12:00 pm)
Tax Consequences and Reporting Issues 11/10/17 of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)
18
365 – 521 225 – 321 225 – 321 410 – 585 385 – 550
395 – 565
Denver Colorado Springs Colorado Springs Steamboat Springs Sterling
Grand Junction
COCPA QuickSearch
KEY
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
11/10/17 Tax Year in Review and 2017 Planning
8
170758409 –
11/16/17 Tax Year in Review and 2017 Planning
8
170766809 –
11/17/17 Tax Year in Review and 2017 Planning
8
170768909 –
11/28/17 Tax Year in Review and 2017 Planning
8
170774609 –
8
170759701 – 170759820
11/30/17 Tax Year in Review and 2017 Planning
8
170785109 –
12/05/17 Tax Year in Review and 2017 Planning
8
170828309 –
12/07/17 Tax Year in Review and 2017 Planning
8
170840609 –
410 – 585 395 – 565 395 – 565 410 – 585 365 – 521 395 – 565 395 – 565 410 – 585 185 – 264
Date
Course Title
Location
TAX, continued
A+
A
11/29/17
Corporate Tax Workshop: Get Ready for Busy Season
Pueblo Colorado Springs Durango Denver Longmont Fort Collins Boulder
12/11/17
Social Security and Medicare: Maximizing Retirement Benefits (8:30 am - 12:00 pm)
4
12/11/17
Health Care Reform Act: Critical Tax and Insurance Ramifications (12:30 - 4:00 pm)
4
12/12/17
Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
4
170855101 –
12/12/17
Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170855301 –
12/12/17 Tax Year in Review and 2017 Planning
8
170856209 –
Tax Consequences and Reporting Issues of 12/13/17 LLCs, LLPs, LPs, and Other Partnerships (8:30 am - 12:00 pm)
185 – 264 185 – 264 185 – 264 395 – 565
4
170868209 –
200 – 285
Colorado Springs
12/13/17
Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170868409 –
Colorado Springs
12/18/17
Annual Tax Update: Corporations and Pass-Through Entities
8
170872509 –
200 – 285 410 – 585
4
170853509 –
200 – 285 200 – 285 425 – 607 365 – 521
Tax Consequences and Reporting Issues of 12/18/17 LLCs, LLPs, LPs, and Other Partnerships (8:30 am - 12:00 pm)
+
170849501 – 170849620 170851201 – 170851320
Aspen/Glenwood Springs
12/18/17
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170853709 –
12/19/17
The Best S Corporation, Limited Liability, and Partnership Update
8
170874309 –
12/20/17 Tax Year in Review and 2017 Planning
8
1/25/18
8
August/September
2017 Federal Tax Update
170875201 – 170875320 170982617 – 170982724
420 – 600
Denver Denver Denver Denver Westminster
Durango Grand Junction Grand Junction Aspen/Glenwood Springs Denver Englewood
19
CPE Registration Form (or register online at www.cocpa.org) Name________________________________________________ Title__________________________________________ Company_________________________________________________________________________________________ Address ___________________________________________________________________________________________ City___________________________________________________________State_______________ Zip______________ Business Phone_____________________________________Mobile Phone_____________________________________ Email Address______________________________________________________________________________________ Address is: ☐ Firm/Company ☐ Home ☐ Changed I am a member of: ☐ COCPA–Membership #__________________ ☐ AICPA–Membership #_________________________ Special needs I would like COCPA to be aware of:_________________________________________________________ I would like to register for the following Season Pass: ☐ 24 hr ☐ 40 hr ☐ 80 hr ☐ 120 hr In-class attendees: Get a $10 discount when you purchase a downloadable PDF of the book instead of a printed version. Please register me for: (If you want the course via webcast, please indicate this with a WC near the title. Thank you.) Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee _____________ _PDF (-$10)________ Total Registration Fee ______________ ☐ I have enclosed a check. ☐ Charge __________________ to my ☐ Visa ☐ MasterCard ☐ Discover ☐ American Express It is a: ☐ Company-issued card ☐ Personal card Card Number____________________________ Name of Cardholder_______________________ Exp____________ Print Name___________________________________ Signature____________________________________________ Return to: MAIL: 7887 E Belleview Ave., Suite 200, Englewood, CO 80111
PHONE: 303-773-2877 • 800-523-9082 • FAX: 303-773-6344 CANCELLATION/TRANSFER POLICY • Cancellation or transfer requests made 6 business days or more prior to the program, no fee assessed. • Cancellation or transfer requests made 2 to 5 business days prior to the program, $25 fee assessed. • Cancellation or transfer requests made 1 business day prior to or the day of the program, $50 fee assessed. • No notice of cancellation, 100% course fee assessed. •
20
All COCPA Policies and Procedures can be found online under the CPE drop down menu, Policies & Procedures.
COCPA QuickSearch
Live In-Classroom & Webcast The following courses are offered live in-person, as well as live via webcast. For more webcast classes, visit www.cocpa.org. 8/9
Colorado Board of Accountancy Statutes, Rules, and Regulations
8/9
Ethics and the AICPA’s Principles, Rules, and Responsibilities
8/14
Farm and Ranch Taxation
8/16
Marijuana Business Symposium
8/17
Restaurant Accounting and Controls 2017
8/21
2017 Personal Financial Planning Conference
8/24
Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs
9/18
Ethics: Risk & Sustainability
9/26
Annual Update for Accountants and Auditors
9/28
Colorado Board of Accountancy Statutes, Rules, and Regulations
9/28
Ethics and the AICPA’s Principles, Rules, and Responsibilities
10/17
The A.R.T. of Work: Accountability, Respect, and Trust
10/17
Ethical Terrain: Nurturing and Cultivating and Ethical Work Environment
10/24
2017 CPAs in Industry Conference
10/25
The Psychology of Ethics
10/31
2017 Governmental Conference
11/2
Ethics: Risk & Sustainability
11/2
The A.R.T. of Work: Accountability, Respect, and Trust
11/2
Ethical Terrain: Nurturing and Cultivating and Ethical Work Environment
11/7
Not-for-Profit Accounting and Auditing Update
11/10
Capitalized Costs and Depreciation: Key Issues and Answers
11/10
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships
11/14
2017 Accounting and Auditing Conference
11/15
Annual Update for Controllers
11/17
2017 Real Estate Conference
11/27
Leases: Mastering the New FASB Requirements
11/29
Corporate Tax Workshop: Get Ready for Busy Season
August/September
21
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
Firm-Sponsored Ethics CPE Ethics courses for your whole department COCPA Firm-Sponsored Ethics programs equip your team with high-quality training, conveniently, at your office. All firm-sponsored courses are led by our skilled instructors. Their subject-matter expertise can turn your training event into a learning experience that not only COURSES Barriers to Ethical Behavior and Leadership Rick Crosser When Good CPAs Go Bad: Ethics & Cases Paul Harrison Colorado State Board of Accountancy Statutes, Rules, and Regulations Rosemary Weiss
aligns your team but also supports your company’s mission. It’s about providing your firm with an effective learning solution. Select any of the following Ethics courses below to promote your team’s professional development. Ethical Terrain: Nurturing & Cultivating an Ethical Work Environment Robbie Glantz The Psychology of Ethics Louie Larimer Ethics: Risk and Sustainability Linda Lange
Contact Tiffany Carson at tiffany@cocpa.org or 303-741-8621 to select an Ethics course and promote your team’s professional development.