QuickSearch August/September 2016
SUMMER CPE IN THIS ISSUE:
Women's Summit AUGUST 19
PAGE 2
Marijuana Business Symposium AUGUST 15
PAGE 3
One fee. Hours of CPE. 40 hours: $1,400 24 hours: $840 SEASON PASS PACKAGES INCLUDE:
Group Study Programs: Live, in-person Denver and Chapter Seminars, conferences and webcasts. The COCPA Season Pass offers a 23% discount off current prices. Members can attend a Don Farmer seminar for an extra $49. The Season Pass will be valid May 1, 2016 – April 30, 2017. **Webinars, LeadFit 2016, the AICPA Tax Staff Essentials School, and the AICPA CGMA program are not included in the Season Pass program.
TO PURCHASE YOUR SEASON PASS Visit seasonpass.cocpa.org or use the registration form on page 28.
For a company subscription to the Season Pass call the COCPA Member Services Department at 303-773-2877.
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 CPE Staff Accountant Susan Jimenez susanj@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
Table of Contents 2 2016 Women's Summit 3 Marijuana Business Symposium 4 Social Security Track and Affordable Care Act 5 Governmental Certificate of Achievement 6 August/September Course Highlights 8 2016 Conference and Yellow Book Schedules 9 Ethics 10 Webinars 11 Webcast or In-Classroom Courses 12 Net Investment and SSARS21 Classes 13 Course Schedule by Date 23 Course Schedule by Field of Study 26 CPE Registration Form
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance August 25 • COCPA or webcast 8:30 a.m. – 4:30 p.m.
Accounting for real estate activities is always a complicated adventure. From how to account for development costs, to how to recognize impairment losses, to how to recognize gain or loss on its sale are all challenging issues for the accountant. And then to top things off, when it comes to the income tax side, we have a whole set of different rules. No other industry has such differences between GAAP and income tax reporting. Register online at www.cocpa.org | 1
WOMEN’S SUMMIT Strategies for the Successful Woman CPA
August 19, 2016 Denver Location to be Determined 8:25 am – 8:30 am
12:30 pm – 1:30 pm
Welcome
Lunch
Sheila Balzer, Emcee Holben Hay Lake Balzer CPAs LLC, Denver, CO
1:30 pm – 2:20 pm
Saying Yes! Success Through Joy and Laughter
8:30 am – 10:10 am
Leveraging Differences for a Better Bottom Line
Linda Klein and Barbara Gehring, creators of the hit show GIRLS ONLY – The Secret Comedy of Women®. A.C.E Entertainment, Denver, CO
Caroline Turner Difference Works, Denver, CO
10:10 am – 10:25 am
2:20 pm – 3:35 pm
Break
Panel - Things I Have Learned Along the Way
10:25 am – 11:40 am
The Six Rules of Influence
Dan Chenoweth Chenoweth & Associates, Loveland, CO 11:40 am – 12:30 pm
The Power of Words: Managing Gossip and Rumors in the Workplace Robbie Glantz Glantz & Associates, Evergreen, CO
2 | QuickSearch August/September 2016
Bob Hottman, EKS&H LLLP, Denver, CO and Mary-Margaret Henke, Western Union, Englewood, CO 3:35 pm – 3:45 pm
Break 3:45 pm – 4:35 pm
Get Off the Bench
Susie Wargin, former Sports Anchor for 9News Denver, CO
Marijuana business s
y
m
p
o
s
i
u
m
Guiding the Businesses that will Pilot an Industry August 15, 2016 | Colorado Society of CPAs or Webcast
AGENDA 8:25 am – 8:30 am
Welcome
Jim Marty, CPA and Ron Seigneur, CPA/ABV ASA, CFF, CVA, CGMA 8:30 am – 9:20 am
Industry Update
Jim Marty, CPA, Bridge West CPAs Consultants LLC, Longmont, CO Ron Seigneur CPA/ABV ASA, CFF, CVA, CGMA Seigneur Gustafson LLP, Lakewood, CO 9:20 am – 10:10 am
Risk Management and Professional Liability Considerations for Rendering Services to Marijuana Businesses Randy Werner, JD, LLM/Tax, CPA, Camico, San Mateo, CA
10:10 am – 10:25 am
Break
10:25 am – 11:40 am
Tax Court Case Law Update
Michael Arvin, Boise Schiller & Flexner LLP, Miami, FL 11:40 am – 12:30 pm
Lunch
12:30 pm – 1:20 pm
Business Appraisal Nuances for Cannabis Related Entities Business Valuations Ron Seigneur CPA/ABV ASA, CFF, CVA, CGMA Seigneur Gustafson LLP, Lakewood, CO
1:20 pm – 2:10 pm
Providing Services to the Marijuana Industry
Wayne Harding, CPA, Two Rivers Water Farming Company, Denver, CO 2:10 pm – 2:25 pm
Break
2:25 pm – 3:40 pm
Colorado Department of Revenue
Jim Burack, Colorado Department of Revenue, Denver, CO Paul Northrup, Colorado Department of Revenue, Denver, CO 3:40 pm – 4:30 pm
Sales and Use and Business Personal Property Tax for Marijuana Businesses City and County of Denver Speaker TBD
Register online for these conferences at www.cocpa.org or use the paper registration form in the back of QuickSearch on page 26
Register online at www.cocpa.org | 3
SOCIAL SECURITY TRACK
AUGUST 10, cocpa Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (8 hrs) AUGUST 23, ft. collins Social Security and Medicare: Maximizing Retirement Benefits (4 hrs) AUGUST 24, westminster Social Security and Medicare: Maximizing Retirement Benefits (4 hrs) AUGUST 25, DURANGO Social Security and Medicare: Maximizing Retirement Benefits (4 hrs) NOVEMBER 8, BOULDER Maximize Your Social Security Benefits (4 hrs) NOVEMBER 15, COCPA Social Security and Medicare: Maximizing Retirement Benefits (4 hrs)
upcoming courses:
Affordable Care Act DATE
COURSE
8/23
Affordable Care Act: Critical Tax and Insurance Ramifications Affordable Care Act: Critical Tax and Insurance Ramifications Affordable Care Act: Critical Tax and Insurance Ramifications A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond Affordable Care Act: Critical Tax and Insurance Ramifications
8/24 8/25 11/2
11/15
register at cocpa.org
HOURS
LOCATION
4
Ft. Collins
4
Westminster
4
Durango
8
Aspen
4
COCPA
Government Certificate PROGRAM
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 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 below which best meet your needs, and register online. Participants have up to eighteen months to complete the program. Plan now to benefit from excellent instruction, high quality course content, and meaningful connections with others who work in the governmental accounting and auditing arena.
8/16 Audits of State and Local Governments: What You Need to Know (COCPA) 8/17 Annual Update: Top Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs (COCPA or Webcast) 8/24 Single Audits: A Case Study Approach (Webinar) 10/20 2016 Governmental Conference (Denver or Webcast) 11/7 Applying the Uniform Guidance for Federal Awards in Your Single Audits (COCPA) 11/30 Governmental and Not-for-Profit Annual Update (Pueblo) 12/7 HUD Audits of Multi-family Housing Projects: Audit Requirements Under the HUD Audit Guide for Single Audits (Webinar) 12/12 Governmental seasonpass.cocpa.org Accounting and Auditing Update (COCPA or Webcast) or useFrauds the Found registration form page 28(COCPA) 12/13 Frequent in Governments andon Not-for-Profits 12/14 For Yellow Book: Government Auditing Standards (COCPA) a company subscription to the Season Pass call the COCPA Member Services Department at 303-773-2877.
Register online at www.cocpa.org | 5
August/September Course Highlights Estate and Life Planning Issues for the Middle-Income Client August 11 (COCPA or Webcast) August 12 (Aspen) November 8 (Boulder) 4-hour version
This course is a must-attend for all CPAs who work with middleincome clients and are looking for ways to provide additional quality services. Topics include:
• 20 documents that should be reviewed that are neither a will or trust • Identify inheritance and death tax states, applicable rates, and tactics that may be used to minimize them • Management of insurance: umbrella liability, disability, and life
4
Hour
Course!
Forensic Accounting: Uncovering Schemes and Scams
Annual Update for Accountants and Auditors August 19 (Longmont) September 27 (COCPA) November 15 (Grand Junction) November 29 (Durango and Pueblo) December 6 (Westminster)
Sort through the complexities and identify and apply recently issued FASB, PCAOB, and ASB standards and guidance. With the rate of change in today’s regulatory environment, you must stay current on topics impacting the profession. Topics Include: • FASB projects on leases and financial instruments • Private company financial reporting • Revenue recognition standards New
4
Hour
Course!
Preparing Special Purpose Framework Financial Statements: Cash, Modified Cash, and Tax Basis
August 18 (COCPA)
August 26 (COCPA)
This course enables you to learn investigative techniques to uncover fraudulent scams and schemes and to sharpen your forensic skills.
This course will provide you with an overview and hands-on application for preparing financial statements using a special purpose framework.
Increase your understanding of:
• Common fraud scams • Analytical and investigative techniques • Approaches to detect under/over valued assets
4
Hour
Course!
U.S. GAAP: Latest Developments for Business & Industry
August 18 (COCPA)
Gain expertise from a high-level approach to financial reporting issues backed by detailed descriptions and examples of the implementation of new standards. Attendees will learn about:
• New and recent FASB pronouncements, exposure documents, and other projects • The revenue recognition standard • Intangible assets, goodwill, and asset impairment issues
Topics Include: • Authoritative and nonauthoritative guidance • Common issues in preparing SPF financial statements • New special purpose framework -FRF for SMEs
Create Reports that Matter: Turn Information Into Action! New
August 22 (COCPA)
Learn how to plan, process, and effectively present financial information. This seminar provides answer for accountants who want to become better catalysts for action. Increase your understanding of: • Your company’s reporting needs • How to link reporting to strategy • Developing the right metrics
Not-for-Profit Accounting and Reporting: From Start to Finish August 8 | COCPA | 8:30 a.m. – 4:30 p.m.
Rather than training to run part of the race, train to run the entire race from start to finish. This course trains you to clear key hurdles in not-for-profit accounting and reporting in an efficient and effective manner. Avoid the potholes of confusion and finish first by providing a financial picture that end users can truly understand.
6 | QuickSearch August/September 2016
New
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance August 25 (COCPA or Webcast)
New
4
Hour
Course!
Individual Income Tax Return Mistakes and How to Fix Them August 30 (COCPA or Webcast)
Accounting for real estate activities is always a complicated adventure when accounting for development costs, recognizing impairment losses or recognizing gains or losses from a sale.
The study of the law underlying the tax mistakes made will assist practitioners in satisfying the professional standards of practice.
This course will cover:
• Individual income tax cases regarding income, adjustments, passive activities, and itemized deductions • Understanding the limits on 401(k) loans • Coordinating Pell Grants and other scholarships
• The real estate industry in today’s economy • GAAP compliance associated with the new revenue recognition • Key issues involving a review of real estate entities under today’s SSARS
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance August 29 (COCPA)
This program provides “hands-on” experience with the latest tools and techniques to improve financial and operational performance. Attendees will learn how to: • Uncover new areas for revenue growth and cost management designed for dramatic profit improvement • Eliminate unnecessary and avoidable cost/effort by understanding non-value added and non-mission related work • Expose “hidden” opportunities to enhance financial and operational performance
Attendees will discuss:
Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes September 28 (COCPA)
This course will provide real-world examples of how major frauds are perpetrated, and the types of cost-effective controls that can be implemented in both small and large businesses. Attendees will learn about: • Major financial statement frauds • Misappropriation of asset frauds • Risk factors in accordance with revised authoritative guidance
Audits of State and Local Governments: What You Need to Know August 16 • COCPA • 8:30 a.m. – 4:30 p.m.
Whether you are a financial statement preparer or auditor, or you practice in state and local government, 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; including financial reporting and the financial reporting entity, revenue and expense recognition, capital asset accounting, and the elements of net position.
Annual Update: Top Governmental and Notfor-Profit Accounting and Auditing Issues Facing CPAs August 17 | 8:30 a.m. – 4:30 p.m.
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 based on calls and inquiries received by both the AICPA and GASB over the past year. Register online at www.cocpa.org | 7
2016 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 2016 conferences are also available via live webcast.
Register a few coworkers and watch the webcast together!
8/19
Women's Summit: Strategies for the Successful Woman CPA
10/20
Governmental Conference
10/26
CPAs in Industry Conference
11/11
Employee Benefit Plans Conference
11/14-15
Technology Conference
11/17
Accounting and Auditing Conference
11/21
Individual Income Tax Workshop
11/22
Corporate/Business Tax Workshop
12/13
SEC and PCAOB Conference
12/15
Mix and Match Conference
1/12/17
Don Farmer's Federal Tax Update
Yellow Book Schedule 8/8 8/16 8/17
Not-for-Profit Accounting & Reporting: From Start to Finish
COCPA
Audits of State and Local Governments: COCPA What You Need to Know Annual Update: Top Governmental and COCPA or Not-for-Profit Accounting and Auditing Webcast Issues Facing CPAs
10/10
Yellow Book Financial Audits
Webinar
10/20
2016 Governmental Conference
Denver or Webcast
11/7
Applying the Uniform Guidance for Federal Awards in Your Single Audits
COCPA
11/8
Not-for-Profit Accounting and Auditing Update
COCPA
Accounting and Reporting for Notfor-Profit Organizations
COCPA
11/17
8 | QuickSearch August/September 2016
11/30
Governmental and Not-for-Profit Annual Update
Pueblo
12/1
Not-for-Profit Accounting and Auditing Update
Colorado Springs
12/12
Governmental Accounting and Auditing Update
COCPA or Webcast
12/13
Frequent Frauds Found in Governments and Not-for-Profits
COCPA
12/14
Yellow Book: Government Auditing Standards
COCPA
ETHICS 8/31 11/9
Colorado Board of Accountancy Statutes, Rules, and Regulations COCPA or Webcast 8:30 am – 10:10 am Webcast
8:30 am – 10:10 am
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (formerly Creating an Ethical Work Environment) 8/31 COCPA or Webcast 3:00 pm – 4:40 pm 11/1
COCPA or Webcast
8:30 am – 10:10 am
12/21
Webcast
3:00 pm – 4:40 pm
NEW! Ethics for Industry CPAs: Avoiding the Slippery Slope COCPA or Webcast 8:30 am – 12:00 pm
7/27
Ethics and the AICPA’s Principles, Rules, and Responsibilities 8/31 COCPA or Webcast 10:30 am – 12:10 pm 11/9
Webcast
10:30 am – 12:10 pm
Ethics Workshop: Try Not; Do or Do Not! 12/5
COCPA or Webcast
8:30 am – 12:00 pm
7/21
Making Ethics Count: Ethics, Risk, and Black Swans Webcast 1:00 pm – 2:40 pm
Making Ethics Count: Ethics and Financial Stewardship 10/21 COCPA or Webcast 8:30 am – 10:10 am
Making Ethics Count: In Financial Reporting 7/21
Webcast
3:00 pm – 4:40 pm
10/21
COCPA or Webcast
10:30 am – 12:10 pm
11/1
COCPA or Webcast
3:00 pm – 4:40 pm
11/1
Making Ethics Count: Power, Influence, & Ethics COCPA or Webcast 1:00 pm – 2:40 pm
8/31
The A.R.T. of Work: Accountability, Respect, and Trust COCPA or Webcast 1:00 pm – 2:40 pm
11/1
COCPA or Webcast
10:30 am – 12:10 pm
12/21
Webcast
1:00 pm – 2:20 pm
When Good CPAs Go Bad: Ethics & Cases 8/9
COCPA or Webcast
8:30 am – 12:00 pm
10/31
COCPA or Webcast
8:30 am – 12:00 pm
12/14
Webcast
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 informationfilled 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. Register online at www.cocpa.org | 9
Webinars Finance
Accounting & Auditing Audits of 401(k) Plans (8 hrs)
8/9
Financial Statement Analysis (8 hrs)
8/1
Audit Workpapers: Reviewing Field Work (4 hrs)
8/19
Financial Forecasting: Planning for Success (4 hrs)
8/11
Mitigating Fraud Engagement Risk for Nonaudit Practitioners (4 hrs)
8/23
Effective Tax Return and Cash Flow Analysis (8 hrs)
8/19
Analyzing a Company’s Financial Statement (4 hrs)
8/24
Corporate Finance Checkup: Renovate Your Analytical Toolbox (8 hrs)
9/23
Statement of Cash Flows: Preparation, Presentation, and Use (4 hrs)
9/1
How to Build A Virtual Accounting Services Practice (3 hr)
9/6
Personal Financial Planning Update: General Financial Planning Update (2 hrs)
8/19
Small-Business Financial Statements (4 hrs)
9/21
Risk, Cost, and Cash Management for Controllers and Financial Managers (4 hrs)
9/19
College Financial Planning: Financial Aid Forms (2 hrs)
9/27
Accounting & Auditing - Gov’t. Single Audits: A Case Study Approach (8 hrs)
8/24
Yellow Book Financial Audits (4 hrs)
9/6
Business Management and Organization Business Plans that Work (8 hrs)
8/4
Building a CPA Practice (8 hrs)
8/5
Top Ten Business Myths (8 hrs)
8/18
Unleashing Innovation and Creativity For Greater Results (2 hrs)
8/25
Dealing with Underperforming Employees (2 hrs)
9/22
Computer Science
Management Advisory
Specialized Knowledge Windows 10 - A Primer (2 hrs)
8/16
Office 365 Series - Mastering OneDrive for Cloud Storage (2 hrs)
8/17
ABC's of Building a Cloud Accounting Services Practice (2 hrs)
9/13
Expense Management via the Cloud (2 hrs)
9/15
Office 365 Series - What You Need to Know (2 hrs)
9/26
Taxes S Corporation Taxation: Cutting-Edge Tax Strategies (8 hrs)
8/1
Multistate Taxation of the Mobile Workforce and Issues Related to Nonresident, Estate and Trust Tax Returns (8 hrs)
8/8
Excel Data Analysis Series - Introduction to BI (2 hrs)
8/4
Excel Reporting Series - Creating KPI Dashboards (2 hrs)
8/9
The Digital Office - The CPA Technology Toolkit (2 hrs)
8/10
The CPA’s Role in Buying or Selling a Business (4 hrs)
8/17
Excel Basic Series - Design & Efficiency ( 2 hrs)
9/2
Employee Stock Options (4 hrs)
8/26
Tablets vs Laptops: Discover Your Optimal Business Choice (2 hrs)
9/7
Corporate Tax Planning Using Stock Redemptions (4 hrs)
8/31
NetSuite: Tips & Tricks to Increase Productivity (1 hr)
9/20
Incorporating a Business (4 hrs)
9/28
10 | QuickSearch August/September 2016
Upcoming COCPA courses: in-classroom or via webcast LIVE
LIVE
We b c a s t
In-Classroom
7/21
Making Ethics Count: Ethics, Risk, and Black Swans
160304120
Webcast only
7/21
Webcast: Making Ethics Count: Ethics in Financial Reporting
160304520
Webcast only
7/27
Ethics for Industry CPAs: Avoiding the Slippery Slope
160314020
7/27
Ethics for Industry CPAs: Avoiding the Slippery Slope
160313906
7/28
Advanced Business Law for CPAs
160315920
7/28
Advanced Business Law for CPAs
160315701
8/9
When Good CPAs Go Bad: Ethics & Cases
160402520
8/9
When Good CPAs Go Bad: Ethics & Cases
160402406
8/11
Estate and Life Planning Issues for the Middle-Income Client
160403320
8/11
Estate and Life Planning Issues for the Middle-Income Client
160403201
8/15
Marijuana Business Symposium: Guiding the Businesses That Will Pilot an Industry
160403820
8/15
Marijuana Business Symposium: Guiding the Businesses That Will Pilot an Industry
160403601
8/17
Annual Update: Top Governmental and Notfor-Profit Accounting and Auditing Issues Facing CPAs
160404320
8/17
Annual Update: Top Governmental and Notfor-Profit Accounting and Auditing Issues 160404301 Facing CPAs
8/25
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
160408320
8/25
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
160408201
8/30
Guide to Understanding the Net Investment Income Tax in 2016
160410920
8/30
Guide to Understanding the Net Investment Income Tax in 2016
160410801
8/30
Individual Income Tax Return Mistakes and How to Fix Them
160411320
8/30
Individual Income Tax Return Mistakes and How to Fix Them
160411201
8/31
Colorado Board of Accountancy Statutes, Rules, and Regulations
160411720
8/31
Colorado Board of Accountancy Statutes, Rules, and Regulations
160411606
8/31
Ethics and the AICPA's Principles, Rules, and Responsibilities
160411920
8/31
Ethics and the AICPA's Principles, Rules, and Responsibilities
160411806
8/31
The A.R.T. of Work: Accountability, Respect, 160412320 and Trust
8/31
The A.R.T. of Work: Accountability, Respect, 160412206 and Trust
8/31
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment)
8/31
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment)
160412920
160412806
Please go to www.cocpa.org to see a complete listing of all upcoming in-classroom/webcasted courses!
Webcasts: All the convenience of a webinar with the ability to interact with your instructor as if you were in the classroom. Check out our live-streaming webcasts today. Register online at www.cocpa.org | 11
AUGUST 2016
4-hour
CPE CLASSES August 26
Advanced Concepts in SSARS 21 and Nonattest Services Practitioners who provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards while mitigating litigation and other practice management risks. This course contains many best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the new SSARS 21 preparation of financial statements nonattest service. Topics that will be covered include: • Complete coverage of the new SSARS No. 21 related to preparation of financial statements, compilations, and reviews • Identifying and safeguarding independence threats for issuing attest reports • Defining the varying levels of responsibility for accountants providing non-audit services • Performing compilations and reviews effectively and efficiently, including developing proper advance expectations for review analytical procedures • Properly considering going concern, subsequent events, and other disclosure matters • Common issues related to peer reviews, including recurring reporting problems
August 30
Guide to Understanding the Net Investment Income Tax in 2016 The net investment income tax is now an overriding concern to many taxpayers, particularly business owners and real estate investors. The NII tax base is related by complex rules to the passive activity regulations that require an in-depth understanding of election and planning issues that CPAs need to know. The IRS has been very aggressive in audits under the passive loss rules and will now expand their investigation to include the NII tax. Understanding the implications of the net investment income tax will include: • Pass-through entity issues and answers • Investment income, passive income, and capital gain income: separate categories create unique problems • What expenses are allowed against NII, and how do you calculate them? • Carryovers, NOLs, AMT, and other issues • Tax planning for AGI and minimization of this tax • Unique tax issues of sales of S corporation stock or partnership interests
Register at cocpa.org 12 | QuickSearch August/September 2016
Symbols: $: AICPA members who register for these courses will receive an additional $30 per day discount. : New Course in 2016 : Live-Streaming Webcast : Meets Yellow Book Requirement K: Instructor Knowledge Rating P: Instructor Presentation Rating (1 is low, 5 is high)
Date
CPE Course Title/Code
8/1-5
40
K=4.7 P=4.51
Choose the electronic book option when registering for an in-classroom course and save $10.00.
$
Field of Study (FOS): AC: Accounting AG: Accounting (Govt.) AP: Administrative Practice AU: Auditing AD: Auditing (Govt.) BE: Behavioral Ethics BL: Business Law BM: Business Management & Organization
AICPA Tax School: Tax Staff Essentials–Week 3 / 160490044
CM: Communications CP: Computer Sciences EC: Economics FI: Finance MG: Management Advisory Services MA: Marketing PD: Personal Development PE: Personnel/HR RE: Regulatory Ethics SK: Specialized Knowledge and Applications Vendor
AICPA
Location
COCPA
Course Schedule by Date
Course Schedule by Date ST: Statistics TX: Tax Levels: B: Basic I: Intermediate A: Advanced U: Update
Fees: Member/Nonmember
Instructor
Chuck Borek Mike Frost
Fee
FOS
Level
1595/1895
TX
A
Week 3 of essentials training contains the advanced technical level of training your firm needs to maintain and improve its core competencies to allow you to expand your levels of expertise as well as the firm to expand its abilities. 8/8
K=4.88 P=4.72
8
Not-for-Profit Accounting & Reporting: From Start to Finish / 160402201
AICPA
COCPA
Steve Corder
365/521
AG
I
Improve your understanding of the critical elements that make up not-for-profit accounting and reporting, and be able to apply them to more effectively work with or in the not-for-profit environment. 8/9
K=4.63 P=4.63
4
When Good CPAs Go Bad: Ethics & Cases (8:30 am – 12:00 pm) / 160402406 or Webcast / 160402520
COCPA
COCPA or Webcast
Paul Harrison
170/243
RE
U
TX
B
Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them. 8/10
8
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now / 160402801
Surgent McCoy CPE
COCPA
Neil Brown
375/536
This course provides 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 including Medicare and the prescription drug provision.
K=4.85 P=4.67 8/11 K=4.85 P=4.67
8
Estate and Life Planning Issues for the MiddleIncome Client / 160403201 or Webcast / 160403320
Surgent McCoy CPE
COCPA or Webcast
Neil Brown
375/536
TX
B
Estate planning is not only for the very rich; discover ways to provide additional quality services and address critical concerns for your middle-income clients. 8/12
K=4.85 P=4.67
8
Estate and Life Planning Issues for the MiddleIncome Client / 160403409
Surgent McCoy CPE
Aspen
Neil Brown
400/572
TX
B
Estate planning is not only for the very rich; discover ways to provide additional quality services and address critical concerns for your middle-income clients. 8/15
8
Marijuana Business Symposium: Guiding the Businesses That Will Pilot an Industry / 160403601 or Webcast / 160403820
COCPA
COCPA or Webcast
Various
365/521
SK
U
This is a must attend program for CPAs offering services to the marijuana industry. Speakers will discuss risk management and professional liability concerns, regulatory updates, and business valuation issues. See page 3 for a complete agenda.
$
8/16
K=4.85 P=4.53
$ K=4.85 P=4.53
8
Audits of State and Local Governments: What You Need to Know / 160404201
AICPA
COCPA
Jeff Lieman
365/521
AD/ AG
I
This course provides you with advice for handling audit and accounting issues common to state and local governments and critical “how-to” guidance on planning, performing, and reporting on your audit engagements. 8/17
8
Annual Update: Top Governmental and Not-forProfit Accounting and Auditing Issues Facing CPAs / 160404301 or Webcast / 160404320
AICPA
COCPA or Webcast
Jeff Lieman
365/521
AG/ AD
U
Enhance both your knowledge and your professional judgement by reviewing some of the top accounting and auditing challenges facing the preparers of governmental and nonprofit financial statements.
Register online at www.cocpa.org | 13
Date
Course Schedule by Date
$
8/18
K=4.85 P=4.53
$
CPE Course Title/Code
4
Forensic Accounting: Uncovering Schemes and Scams (8:30 am – 12:00 pm) / 160404601
Vendor
Location
Instructor
Fee
FOS
Level
AICPA
COCPA
Jeff Lieman
185/264
AC
I
AC
U
This course will enable you to learn and practice investigative techniques to uncover fraudulent scams and schemes. 8/18
K=4.85 P=4.53
4
U.S. GAAP: Latest Developments for Business & Industry (12:30 pm – 4:00 pm) / 160404801
AICPA
COCPA
Jeff Lieman
185/264
Identify and apply the latest FASB accounting and reporting guidance, and gain expertise from a high-level approach to financial reporting issues backed by detailed descriptions and examples of implementation of new standards. 8/19
8
2016 Women’s Summit: Strategies for the Successful Woman CPA / 160405015
COCPA
Denver
Various
365/521
U
Attend this program designed specifically for women CPAs and learn about communication, rules of influence, and things your fellow CPAs "learned along the way." See page 2 for a complete agenda.
$
8/19
K=4.85 P=4.53
Annual Update for Accountants and Auditors / 160405209
AICPA
Longmont
Jeff Lieman
385/550
AC/ AU
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 8/22
K=4.81 P=4.8
8
Create Reports that Matter: Turn Information Into Action! / 160405601
Executive Education
COCPA
Dan Chenoweth
375/536
AC
I
Learn how to plan, process, and effectively present financial information, and generate actionable responses to the reports. Become a better catalyst for action. 8/2324
16
Excel Boot Camp - Two Days of Intensive Excel Training / 160406201
K2 Enterprises
COCPA
Mac McClelland
695/994
SK
I
Using accounting-centric examples, developed for accountants, by accountants, Excel Boot Camp takes you through Excel from A to Z and shows you how to elevate your use of Excel to the next level. In addition, learn various techniques for enhancing not only your efficiency, but also your effectiveness, when working with Excel.
K=5 P=4.46 8/23 K=4.71 P=4.6
4
Affordable Care Act: Critical Tax and Insurance Ramifications (8:30 am – 12:00 pm) / 160406609
AICPA
Ft. Collins
Bill Taylor
200/285
TX
B
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, discover how you can use this information for tax planning opportunities. 8/23
K=4.71 P=4.6
4
Social Security and Medicare: Maximizing Retirement Benefits (12:30 pm – 4:00 pm) / 160407009
AICPA
Ft. Collins
Bill Taylor
200/285
TX
I
Using real-world situations, learn how to advise your clients to navigate the uncertainties of Social Security and Medicare. 8/24
K=4.71 P=4.6
4
Affordable Care Act: Critical Tax and Insurance Ramifications (8:30 am – 12:00 pm) / 160407409
AICPA
Westminster
Bill Taylor
200/285
TX
B
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, discover how you can use this information for tax planning opportunities. 8/24
K=4.71 P=4.6
4
Social Security and Medicare: Maximizing Retirement Benefits (12:30 pm – 4:00 pm) / 160407809
AICPA
Westminster
Bill Taylor
200/285
TX
I
Using real-world situations, learn how to advise your clients to navigate the uncertainties of Social Security and Medicare. 8/25
K=4.85 P=4.53
8
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance / 160408201 or Webcast / 160408320
Surgent McCoy CPE
COCPA or Webcast
Jeff Lieman
375/536
AC/ AU/ TX
B
Understand more about GAAP, financial statement preparation, SSARS, GAAS, and tax compliance when reviewing/auditing a real estate entity. 8/25
K=4.71 P=4.6
4
Affordable Care Act: Critical Tax and Insurance Ramifications (8:30 am – 12:00 pm) / 160408609
AICPA
Durango
Bill Taylor
200/285
TX
B
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, discover how you can use this information for tax planning opportunities. 8/25
K=4.71 P=4.6
4
Social Security and Medicare: Maximizing AICPA Retirement Benefits (12:30 pm – 4:00 pm) / 160409009
Durango
Bill Taylor
200/285
TX
I
Using real-world situations, learn how to advise your clients to navigate the uncertainties of Social Security and Medicare. 8/26
K=4.85 P=4.53
8
4
Advanced Concepts in SSARS 21 and Nonattest Services (8:30 am – 12:00 pm) / 160409801
Surgent McCoy CPE
COCPA
Jeff Lieman
185/264
AU
A
This course contains many best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the new SSARS 21 preparation of financial statements nonattest service.
14 | QuickSearch August/September 2016
CPE Course Title/Code
8/26
4
K=4.85 P=4.53
Preparing Special Purpose Framework Financial Statements: Cash, Modified Cash, and Tax Basis (12:30 pm – 4:00 pm) / 160410201
Vendor
Surgent McCoy CPE
Location
Instructor
Fee
FOS
Level
COCPA
Jeff Lieman
185/264
AC
B
This course will provide you with an overview and hands-on application for preparing financial statements using a special purpose framework. 8/29
8
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance / 160410601
COCPA
COCPA
Brian Higgins
345/493
MG/ CM/ FI
I
185/264
TX
I
TX
I
Learn how to improve financial and operational performance using some of the latest tools and techniques. 8/30 K=4.71 P=4.58
K=4.71 P=4.58
Surgent McCoy CPE
COCPA or Webcast
Susan Smith
4
Individual Income Tax Return Mistakes and How to Fix Them (12:30 pm – 4:00 pm) / 160411201 or Webcast / 160411320
Surgent McCoy CPE
COCPA or Webcast
Susan Smith
185/264
Gain invaluable insight into the major mistakes that can be made in individual tax and financial planning and develop strategies that will assist in not only avoiding mistakes, but also in providing the best advice to your clients. 8/31
K=4.78 P=4.61
2
Colorado Board of Accountancy Statutes, Rules, and Regulations (8:30 am – 10:10 am) / 160411606 or Webcast / 160411720
COCPA
COCPA or Webcast
Rosemary Weiss
85/121
RE
U
Learn how to apply these bodies of law to practical, everyday experiences. The Colorado State Board of Accountancy requires CPAs to complete this course within six months of their initial licensure/certification. 8/31
K=4.78 P=4.61
2
Ethics and the AICPA’s Principles, Rules, and Responsibilities (10:30 am – 12:10 pm) / 160411806 or Webcast / 160411920
COCPA
COCPA or Webcast
Rosemary Weiss
85/121
BE
U
Robbie Glantz
85/121
BE
U
Robbie Glantz
85/121
BE
U
Using the AICPA's code of conduct, you'll gain additional tools to help you make ethical decisions. 8/31
K=4.59 P=4.49
2
The A.R.T. of Work: Accountability, Respect, and Trust (1:00 pm – 2:40 pm) / 160412206 or Webcast / 160412320
COCPA
COCPA or Webcast
This workshop will look at behaviors that help build a positive workplace environment.
8/31 K=4.59 P=4.49
2
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an COCPA Ethical Work Environment) (3:00 pm – 4:40 pm) / 160412806 or Webcast / 160412920
COCPA or Webcast
Get concrete action items for creating and sustaining an ethical work environment in this practical how-to course that examines theories on human and organizational factors affecting ethical choices and tools for decision making. 9/27
K=4.63 P=4.3
$
Guide to Understanding the Net Investment Income Tax in 2016 (8:30 am – 12:00 pm) / 160410801 or Webcast / 160410920
Understand the implications of the net investment income tax and complex rules to the passive activity regulations. 8/30
$
4
Course Schedule by Date
Date
8
Annual Update for Accountants and Auditors / 160510701
AICPA
COCPA
Ron Kral
365/521
AC/ AU
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 9/28
K=4.63 P=4.3
8
Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes / 160510901
AICPA
COCPA
Ron Kral
365/521
AU
I
Learn how major frauds are perpetrated (including real-world examples) and the types of cost-effective controls that can be implemented by both small and large businesses and nonprofit entities to identify and prevent these deceptive acts. 10/3-5
18
CGMA Exam Live Review Course / 160690044
AICPA
COCPA
Adrian Sims
1220/1520
Lynn Fountain
365/521
This 3-day Review course will help prepare exam candidates for the CGMA exam.
$
10/20
8
Forensic Accounting: Fraudulent Reporting and Concealed Assets / 160612801
AICPA
COCPA
AC
I
This course will sharpen your forensic skills with techniques to uncover fraudulent activities and help you to see them in their many guises. 10/20
8
2016 Governmental Conference / 160613415 or Webcast / 160613522
COCPA
Denver or Webcast
Various
355/507
U
A committee of your peers will create this year’s hot-topic agenda and select high quality speakers. Watch for updates on this popular annual event!
Register online at www.cocpa.org | 15
Date
Course Schedule by Date
10/21 K=4.81 P=4.8
2
Making Ethics Count: Ethics and Financial Stewardship (8:30 am – 10:10 am) / 160613606 or Webcast / 160613820
Vendor
Location
Instructor
Fee
FOS
Level
COCPA
COCPA or Webcast
Dan Chenoweth
85/121
BE
U
Discuss the attributes of stewardship and what we can do as accounting professionals to create organizations that are responsible to ALL their stakeholders. 10/21
K=4.81 P=4.8
$
CPE Course Title/Code
2
Making Ethics Count in Financial Reporting (10:30 am – 12:10 pm) / 160614206 or Webcast / 160614420
COCPA
COCPA or Webcast
Dan Chenoweth
85/121
BE
U
365/521
AU
B
Learn how corporate culture can be a predictor of future business success using Rittenhouse Rankings. 10/21
8
Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors / 160614601
AICPA
COCPA
Lynn Fountain
After an overview of the COSO guidance on the components and principles of internal control, this course introduces participants to basic tools used to document processes and controls. 10/24
4
Microsoft Office 2016 - Improving Productivity with New Features (8:30 am – 12:00 pm) / 160614801
K2 Enterprises
COCPA
Tommy Stephens
185/264
SK
U
Learn about the new features in Microsoft Office 2016 and how you can, and should, put them to use and maximize your return on your investment. 10/24
4
Technology Update (12:30 pm – 4:00 pm) / 160615201
K2 Enterprises
COCPA
Tommy Stephens
185/264
SK
I
Get clear guidance on Windows, Office, cloud implementations, hardware, servers, software, security, and other technology-related issues then look at the full spectrum of practical technology available and how to implement these tools for maximum impact during this fast-paced, 4-hour course. 10/25
8
Excel PivotTables for Accountants / 160615601
K2 Enterprises
COCPA
Tommy Stephens
360/515
SK/ AC
A
Be ready to use PivotTables to analyze and report on very large data sets in a fraction of the time you are spending presently, and how to take advantage and master other Excel features associated with PivotTables.
$
10/26
8
Form 990: Mastering Its Unique Characteristics / 160616201
AICPA
COCPA
Robert Lyons 365/521
TX
B
Increase your knowledge about both preparing a Form 990 and advising clients on the tax issues facing nonprofits. 10/26
8
2016 CPAs in Industry Conference / 160616415 or Webcast / 160616522
COCPA
Inverness or Webcast
Various
355/507
U
A variety of speakers will discuss the need-to-know-now topics for CPAs in industry. Watch for updates on this popular annual event!
$
10/26
K=4.93 P=4.46
$
8
Real World Fraud in Today's Small- to MediumSized Entities / 160616609
AICPA
Ft. Collins
Robert Minniti
385/550
AU
B
This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities. 10/27
8
Form 990: Exploring the Form's Complex Schedules / 160616801
AICPA
COCPA
Robert Lyons 365/521
TX
A
AU
B
This course covers the most advanced tax and nonprofit issues that are the subject of the Form 990’s Schedules.
$
10/27
K=4.93 P=4.46
$
Real World Fraud in Today's Small- to MediumSized Entities / 160617209
AICPA
Westminster
Robert Minniti
395/565
This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities. 10/28
K=4.71 P=4.59
8
Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes / 160617401
AICPA
COCPA
Bruce Nelson 365/521
TX
I
This class will help equip you in learning the various ways that states define and enforce nexus and how to determine when your company or client has nexus in a state. 10/31
K=4.63 P=4.63
4
When Good CPAs Go Bad: Ethics & Cases (8:30 am – 12:00 pm) / 160617606 or Webcast / 160617720
COCPA
COCPA or Webcast
Paul Harrison
170/243
RE
U
TX
U
Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them. 10/31
K=4.91 P=4.87
8
8
Tax Year in Review and 2016 Planning / 160618209
COCPA
Sterling
Mark Soukup 355/507
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season.
16 | QuickSearch August/September 2016
11/1 K=4.59 P=4.49
K=4.59 P=4.49
K=4.81 P=4.8
Instructor
Fee
FOS
Level
COCPA or Webcast
Robbie Glantz
85/121
BE
U
2
The A.R.T. of Work: Accountability, Respect, and Trust (10:30 am – 12:10 pm) / 160701306 or Webcast / 160701420
COCPA
COCPA or Webcast
Robbie Glantz
85/121
BE
U
2
Making Ethics Count: Power, Influence & Ethics (1:00 pm – 2:40 pm) / 160701506 or Webcast / 160701620
COCPA
COCPA or Webcast
Dan Chenoweth
85/121
BE
U
85/121
BE
U
400/572
TX
I
Identify sources of leadership power and review the six “rules” on how people can influence the behavior of others. 11/1
K=4.81 P=4.8
2
Making Ethics Count in Financial Reporting (3:00 pm – 4:40 pm) / 160701706 or Webcast / 160701820
COCPA
COCPA or Webcast
Dan Chenoweth
Learn how corporate culture can be a predictor of future business success using Rittenhouse Rankings. 11/1
K=4.8 P=4.67
8
Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs / 160702109
Surgent McCoy CPE
Aspen
Michael Reilly
Learn practical solutions for your business clients tax issues, and understand what strategies and techniques are most appropriate for businesses in dealing with employee related issues. 11/2
K=4.79 P=4.5
4
Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am – 12:00 pm) / 160702501
AICPA
COCPA
Patrick Kelley
185/264
TX
B
Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition. 11/2
K=4.79 P=4.5
4
Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs (12:30 pm – 4:00 pm) / 160702701
AICPA
COCPA
Patrick Kelley
185/264
TX
I
Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client’s money in their pockets. 11/2
K=4.8 P=4.67
8
A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond / 160703109
Surgent McCoy CPE
Aspen
Michael Reilly
400/572
TX
U
This course will focus on the key issues and planning strategies that tax practitioners need to know in order to advise their clients regarding this far-reaching legislation on The Affordable Care Act. 11/3
8
Basis/Distributions for Pass-Through Entities: Simplifying the Complexities / 160703501
AICPA
COCPA
Patrick Kelley
365/521
TX
I
Review the rules used to determine basis for partnerships and S corporations that puts the computation of basis in contexts that often come under scrutiny: loss limitations, distributions, sales of an interest, and others; then learn the crucial rules for computing the adjusted basis and the tax treatment of distributions of pass-through entities such as partnerships and S corporations.
K=4.79 P=4.5 11/3 K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160703909
COCPA
Steamboat Springs
Mark Soukup 400/572
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/4
K=4.7 P=4.51
$
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an COCPA Ethical Work Environment) (8:30 am – 10:10 am) / 160701106 or Webcast / 160701220
Location
This workshop will look at behaviors that help build a positive workplace environment. 11/1
$
2
Vendor
Get concrete action items for creating and sustaining an ethical work environment in this practical how-to course that examines theories on human and organizational factors affecting ethical choices and tools for decision making. 11/1
$
CPE Course Title/Code
Course Schedule by Date
Date
8
Internal Control Best Practices for Small- and Medium-Sized Entities / 160704101 or Webcast / 160704220
AICPA
COCPA or Webcast
Bob Walter
365/521
AU
B
AD
I
This course provides practical guidance for those involved with internal control responsibilities (auditing, monitoring, implementing, etc.) in adapting the updated COSO Internal Control Framework to small- and medium-sized entities. 11/7
K=4.67 P=4.52
8
Applying the Uniform Guidance for Federal Awards in Your Single Audits / 160704501
AICPA
COCPA
Bruce Shepard
365/521
Be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance for Federal Awards and the Single Audit Act. 11/7
8
Advanced Critical Tax Issues for Limited Liability Companies and Partnerships / 160704909
Surgent McCoy CPE
Boulder
John Evanich 400/572
TX
A
This course provides an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
Register online at www.cocpa.org | 17
Date
Course Schedule by Date
$
11/8
K=4.67 P=4.52
CPE Course Title/Code
8
Not-for-Profit Accounting and Auditing Update / 160705301
Vendor
Location
Instructor
Fee
FOS
Level
AICPA
COCPA
Bruce Shepard
365/521
AG/ AD
U
Get the details of the latest developments affecting not-for-profits such as requirements of FASB directed toward the organizations and information on the latest OMB and Yellow Book developments. 11/8
4
Maximize Your Social Security Benefits (8:30 am – 12:00 pm) / 160705709
Surgent McCoy CPE
Boulder
John Evanich 200/286
TX
B
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. 11/8
4
Select Estate and Life Planning Issues for the Middle-Income client (12:30 pm – 4:00 pm) / 160705909
Surgent McCoy CPE
Boulder
John Evanich 200/286
TX
B
There are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who advise clients in estate planning.
$
11/9
K=4.7 P=4.51
Identity Theft: Preventing, Detecting, and Investigating Identity Theft / 160706301
AICPA
COCPA
Bob Walter
365/521
AU
I
Protect yourself and your clients from identity theft by learning the various techniques thieves use to obtain information. 11/9
K=4.78 P=4.61
2
Webcast: Colorado Board of Accountancy Statutes, Rules, and Regulations (8:30 am – 10:10 am) / 160706720
COCPA
Webcast
Rosemary Weiss
85/121
RE
U
Learn how to apply these bodies of law to practical, everyday experiences. The Colorado State Board of Accountancy requires CPAs to complete this course within six months of their initial licensure/certification. 11/9
K=4.78 P=4.61
$
8
2
Webcast: Ethics and the AICPA’s Principles, Rules, and Responsibilities (10:30 am – 12:10 pm) / 160706920
COCPA
Webcast
Rosemary Weiss
85/121
BE
U
FI
U
Using the AICPA's code of conduct, you'll gain additional tools to help you make ethical decisions. 11/10
K=4.86 P=4.83
8
Annual Update for Controllers / 160707301 or Webcast / 160707420
AICPA
COCPA or Webcast
James Lindell 365/521
This course provides you with practical approaches to current issues. You will review major trends, new tools, and techniques to help you promote your company's growth. 11/10
K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160707709
COCPA
Pueblo
Mark Soukup 385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/11
8
2016 Employee Benefit Plans Conference / 160708315 or Webcast / 160708422
COCPA
COCPA or Webcast
Various
355/507
U
The 2016 Employee Benefit Plans Conference addresses the unique technical and professional challenges of the CPAs, leaders, and business professionals in the employee benefit plan arena. This annual, one-day event focuses on the latest issues and trends in the sector. Practical guidance is offered in areas such as audit quality, legal issues, cyber security, and compliance.
$
11/11
K=4.86 P=4.83
Transforming Your Role as Controller to Business Partner / 160708101
AICPA
COCPA
James Lindell 365/521
BM
I
Take it to the next level while adding value to the organization, and explore new additional roles that controllers are now accepting and outline a roadmap you can use to expand your role as a controller. 11/11
K=4.91 P=4.87
$
8
8
Tax Year in Review and 2016 Planning / 160708509
COCPA
Colorado Springs
Mark Soukup 385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/14
8
Real World Fraud in Today's Small- to MediumSized Entities / 160708901 or Webcast / 160709020
AICPA
COCPA or Webcast
Michael Brand
365/521
AU
B
This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities. 11/14
8
2016 Technology Conference - Day One / 160709515
COCPA
Inverness
Various
395/564
SK
U
This information-packed conference returns featuring trends in technologies, hardware, software, cloud computing, the mobile office and how to utilize, make informed decisions and implement strategies on these technologies. Watch for updates on this popular event!
$ K=4.49 P=4.16
11/14
8
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160709909
AICPA
Colorado Springs
Michael Blackburn
385/550
TX
Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets.
18 | QuickSearch August/September 2016
I
CPE Course Title/Code
11/15
4
K=4.49 P=4.16
Affordable Care Act: Critical Tax and Insurance Ramifications (8:30 am – 12:00 pm) / 160710301
Vendor
AICPA
Location
Instructor
Fee
FOS
Level
COCPA
Michael Blackburn
185/264
TX
B
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, discover how you can use this information for tax planning opportunities. 11/15
K=4.49 P=4.16
4
Social Security and Medicare: Maximizing Retirement Benefits (12:30 pm – 4:00 pm) / 160710501
AICPA
COCPA
Michael Blackburn
185/264
TX
I
Using real-world situations, learn how to advise your clients to navigate the uncertainties of Social Security and Medicare. 11/15
8
2016 Technology Conference - Day Two / 160710915
COCPA
Inverness
Various
395/564
SK
U
This information-packed conference returns featuring trends in technologies, hardware, software, cloud computing, the mobile office and how to utilize, make informed decisions and implement strategies on these technologies. Watch for updates on this popular event!
$
11/15
8
Annual Update for Accountants and Auditors / 160711309
AICPA
Grand Junction
Michael Brand
385/550
AC/ AU
Course Schedule by Date
Date
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 11/16
8
Virtual Accounting and CFO Services / 160711701
CPA Crossings
COCPA
Bryan Smith
375/536
SK
I
TX
U
Learn a step by step process and gain valuable insight to provide outsourced accounting and CFO services via the cloud. 11/16 K=4.91 P=4.87
$
Tax Year in Review and 2016 Planning / 160712109
COCPA
Ft. Collins
Mark Soukup 385/550
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/16
K=4.49 P=4.16
$
8
8
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160712509
AICPA
Grand Junction
Michael Blackburn
385/550
TX
I
Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets. 11/17
8
Accounting and Reporting for Not-for-Profit Organizations / 160712901
AICPA
COCPA
Lori Reinwald
365/521
AG
I
Enhance your not-for-profit accounting skills and create value-added services to clients through examining 21 case studies that will enrich your working knowledge of fundamental not-for-profit accounting and reporting, presentation requirements, note disclosures unique to not-for-profits, and options allowed under GAAP.
K=4.6 P=4.4 11/17
8
2016 Accounting and Auditing Conference / 160713315 or Webcast / 160713422
COCPA
Inverness or Webcast
Various
355/507
AC/ AU
U
BL
A
The COCPA conference committee will select the 2016 topics to ensure all participants are updated on the most important accounting and auditing changes. Watch for updates on this year’s agenda!
$
11/18
K=4.7 P=4.51
Employment Law Update: Key Risks and Recent Trends / 160713701
AICPA
COCPA
Bob Walter
365/521
Increase your knowledge of employment law issues encountered by businesses and non-profits, and gain tips about mitigating exposure for the key employment risks that every employer faces. 11/18
K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160714109
COCPA
Longmont
Mark Soukup 385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/21
K=4.82 P=4.67
8
2016 Individual Income Tax Workshop / 160714517 or Webcast / 160714624
Farmer
Inverness or Webcast
Walter Nunnallee
410/586
TX
U
This comprehensive one-day presentation will focus largely on federal tax developments involving “individual” taxpayers. 11/22
K=4.82 P=4.67
8
2016 Corporate/Business Income Tax Workshop / 160714717 or Webcast / 160714824
Farmer
Inverness or Webcast
Walter Nunnallee
410/586
TX
U
375/536
BM
I
To prepare for "Tax Season" and to review and update corporate and other business tax planning ideas. 11/28
K=4.81 P=4.8
8
Build Your Team: Get Results / 160715101
Executive Education
COCPA
Dan Chenoweth
Gain the ultimate competitive advantage and learn how to get every member of your team on the same page, improve performance, and realize the potential of the talent you have. 11/28
K=4.91 P=4.87
8
8
Tax Year in Review and 2016 Planning / 160715509
COCPA
Durango
Mark Soukup 400/572
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season.
Register online at www.cocpa.org | 19
Date
Course Schedule by Date
$
11/29
11/29
K=4.43 P=4.27
$ K=4.67 P=4.52
K=4.78 P=4.48 11/30
K=4.78 P=4.48
Level
AICPA
COCPA
Bob Walter
365/521
FI
B
8
Annual Update for Accountants and Auditors / 160716309
AICPA
Durango
Marty Van Wagoner
400/572
AC/ AU
U
8
Annual Update for Accountants and Auditors / 160716709
AICPA
Pueblo
Bruce Shepard
385/550
AC/ AU
U
8
Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies / 160717101
AICPA
COCPA
Peter Towle
365/521
TX
I
8
Governmental and Not-for-Profit Annual Update / 160717509
AICPA
Pueblo
Bruce Shepard
385/550
AD/ AG
U
4
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am – 12:00 pm) / 160841201
AICPA
COCPA
Peter Towle
185/264
TX
I
Discuss the common errors practitioners make on individual tax returns that are often missed by review staff, and sharpen your skills by examining illustrative case studies and discussing multiple issues. 12/1
K=4.78 P=4.48
4
IRS Disputes: Identifying Options for Your Client (12:30 pm – 4:00 pm) / 160841601
AICPA
COCPA
Peter Towle
185/264
TX
B
Learn what may trigger an audit, how to negotiate with the IRS, settle an appeal, and what qualifies for the IRS collection program. 12/1
K=4.67 P=4.52
8
Not-for-Profit Accounting and Auditing Update / 160842009
AICPA
Colorado Springs
Bruce Shepard
385/550
AG/ AD
U
Get the details of the latest developments affecting not-for-profits such as requirements of FASB directed toward these organizations and information on the latest OMB and Yellow Book developments. 12/2
K=4.9 P=4.79
8
Retirement: How to Navigate through the Uncertain Voyage / 160842401 or Webcast / 160842520
COCPA
COCPA or Webcast
Mark Smith
380/543
AP
I
170/243
BE
U
AU
U
This full day presentation will encompass the must know steps to navigate a secure retirement voyage. 12/5
4
Ethics Workshop: Try Not; Do or Do Not! (8:30 am – 12:00 pm) / 160842806 or Webcast / 160842920
COCPA
COCPA or Webcast
Bob Walter
In this interactive workshop, we’ll review ethical principles, independence, fees, advertising, confidentiality and the acts discreditable rule – and then apply these principles and professional standards to two case studies designed to challenge conventional thinking of what is right and/or ethical.
K=4.7 P=4.51 12/5
K=4.91 P=4.76
$
FOS
Arm yourself with the latest in governmental and not-for-profit accounting and auditing updates, including recent requirements of the GASB, FASB, OMB, and Yellow Book. 12/1
$
Fee
Get the latest innovative techniques for building and conserving wealth through proactive tax-planning and investment strategies.
K=4.67 P=4.52
$
Instructor
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 11/30
$
Analytics and Big Data for Accountants / 160715901
Location
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 11/29
$
8
Vendor
Learn major trends in predictive analytics and how to use tools created to measure program impacts and ROI, visualize data and business processes, and uncover the relationship between key performance indicators, many utilizing the unprecedented amount of data now flowing into organizations.
K=4.7 P=4.51
$
CPE Course Title/Code
8
Annual Update for Preparation, Compilation, and Review Engagements / 160843201
AICPA
COCPA
William Eskin
365/521
A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards. 12/5
8
Annual Update for Preparation, Compilation, and Review Engagements / 160843609
AICPA
Colorado Springs
Richard Reisig
385/550
AU
U
A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards. 12/5 K=4.91 P=4.87
$ K=4.91 P=4.76
8
Tax Year in Review and 2016 Planning / 160844009
COCPA
Grand Junction
Mark Soukup 385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 12/6
8
Construction Contractors: Accounting, Auditing, and Tax / 160844601
AICPA
COCPA
William Eskin
365/521
This course examines the most recent updates and key issues impacting construction accounting, auditing, and taxation.
20 | QuickSearch August/September 2016
AU/ AC/ TX
B
CPE Course Title/Code
12/6
8
K=4.91 P=4.87
$
Tax Year in Review and 2016 Planning / 160845009
Vendor
COCPA
Location
Instructor
Fee
Aspen
Mark Soukup 400/572
FOS
Level
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 12/6
8
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160845409
AICPA
Ft. Collins
Mark Mirsky 385/550
TX
I
Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets.
$
12/6
8
Annual Update for Accountants and Auditors / 160845809
AICPA
Westminster
Richard Reisig
395/565
AC/ AU
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more.
$
12/7
K=4.71 P=4.59
8
Annual Tax Update: Corporations and PassThrough Entities / 160846001
AICPA
COCPA
Bruce Nelson 365/521
TX
U
Course Schedule by Date
Date
Identify ways to integrate the latest tax law changes into planning and compliance engagements that help you provide more valueadded services to your clients. 12/7
4
Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am – 12:00 pm) / 160846409
AICPA
Longmont
Mark Mirsky 200/285
TX
B
Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition. 12/7
4
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 pm – 4:00 pm) / 160846609
AICPA
Longmont
Mark Mirsky 200/285
TX
B
AC
I
This course addresses the tax consequences of the most common transactions engaged in by LLCs and partnerships.
$
12/8
8
Revenue Recognition: Mastering the New FASB Requirements / 160847201 or Webcast / 160847320
AICPA
COCPA or Webcast
Melisa Galasso
365/521
Using practical examples, understand the changes, avoid the traps, and get the latest FASB guidance related to implementing the new standard.
$
12/9
8
Leases: Mastering the New FASB Requirements / 160847601 or Webcast / 160847720
AICPA
COCPA or Webcast
Melisa Galasso
365/521
AC
I
This course addresses how the leasing requirements in the new standard differ from the current GAAP by examining the core principals of the new standard including identification, recognition, measurement, presentation, and disclosure requirements. 12/12 K=4.81 P=4.8
8
4 Most Overlooked Business Risks: Preparing for the Future / 160848001
Executive Education
COCPA
Dan Chenoweth
375/536
AU
I
This seminar drills down into four commonly overlooked business risks, looking at how to anticipate, manage, mitigate, or exploit them. 12/12
K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160849009
COCPA
Westminster
Mark Soukup 395/565
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 12/12
8
Governmental Accounting and Auditing Update / AICPA 160848401 or Webcast 160848520
COCPA or Webcast
Lee Klumpp
365/521
AG/ AD
U
Understand the latest on governmental accounting and auditing with this fast-paced interactive course that analyzes the recent GASB requirements and provides an understanding of OMB and Yellow Book requirements. 12/13
8
2016 SEC and PCAOB Conference / 160849415 or Webcast / 160849522
COCPA
Inverness or Webcast
Various
355/507
U
A committee of your peers will create this year's hot-topic agenda and select high quality speakers. Watch for updates on this popular, annual event!
$
12/13
8
Frequent Frauds Found in Governments and Not-for-Profits / 160849801
AICPA
COCPA
Lee Klumpp
365/521
AD
I
Learn what common frauds occur in governments and not-for-profits and how could they have been avoided, and sharpen your forensic skills with techniques to help you uncover deceptive and fraudulent activities. 12/13 K=4.91 P=4.87
Tax Year in Review and 2016 Planning / 160850209
COCPA
Boulder
Mark Soukup 395/565
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 12/14
K=4.63 P=4.63
8
4
When Good CPAs Go Bad: Ethics & Cases (8:30 am – 12:00 pm) / 160850806 or Webcast / 160851920
COCPA
COCPA or Webcast
Paul Harrison
170/243
RE
U
Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them.
Register online at www.cocpa.org | 21
Date
$
12/14
CPE Course Title/Code
8
Yellow Book: Government Auditing Standards / 160852201
Vendor
Location
Instructor
Fee
FOS
Level
AICPA
COCPA
Lee Klumpp
365/521
AD
B
Course Schedule by Date
This course provides an excellent baseline of information to accountants as it relates to understanding Government Auditing Standards, including the foundation of government auditing and the related concepts and standards. 12/15
8
2016 Mix & Match Conference / 160852615 or Webcast / 160852722
COCPA
Inverness or Webcast
Various
355/507
U
This popular one-day conference will feature various sessions, running at concurrent times, to offer you an opportunity to focus in on the topics that are most important to you. *Some sessions will be webcasted. 12/16
8
Advanced Excel / 160853001
K2 Enterprises
COCPA
Tommy Stephens
360/515
SK/ AC
A
TX
U
Go to the next level in Excel! Even experienced Excel users will benefit from the major subjects covered in this course. 12/16 K=4.91 P=4.87
Tax Year in Review and 2016 Planning / 160853401 or Webcast / 160853520
COCPA
COCPA or Webcast
Mark Soukup 360/515
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 12/1920
K=4.71 P=4.6
16
SECR Reporting / 160853801
COCPA
COCPA
Andy Bishop 695/994
AC
A
Learn to identify reporting requirements of Regs, S-X and S-K, and key required disclosures on Forms 10-Q, 10-K, 8K, and Schedule 14A, while reviewing examples and tips to ensure compliance. 12/21
K=4.59 P=4.49
2
Webcast: The A.R.T. of Work: Accountability, Respect, and Trust (1:00 pm – 2:40 pm) / 160854220
COCPA
Webcast
Robbie Glantz
85/121
BE
U
Robbie Glantz
85/121
BE
U
This workshop will look at behaviors that help build a positive workplace environment.
12/21 K=4.59 P=4.49
2
Webcast Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment) (3:00 pm – 4:40 pm) / 160854420
COCPA
Webcast
Get concrete action items for creating and sustaining an ethical work environment in this practical how-to course that examines theories on human and organizational factors affecting ethical choices and tools for decision making. 1/12
K=4.97 P=4.92
8
8
2016 Federal Tax Update / 160952317 or Webcast / 160954324
Don Farmer
Inverness or Webcast
Don Farmer
420/600
TX
A
Don Farmer will review the major developments in federal income taxation for individuals, corporations, and other businesses that have the greatest impact on your clients and companies and offer some practical solutions to problems and tax planning opportunities.
COCPA Registration Policies Member Discount As a member, you may register at a 30% discounted, member rate for all COCPA-sponsored courses or conferences (except seminars that are co-sponsored with other organizations). The member/nonmember fees are listed in the course schedule in the back of each QuickSearch. Walk-ins You are welcome to walk-in to a class without registering in advance; however, regardless of membership status, you will be charged the nonmember fee. Walk-ins are admitted as classroom space and materials permit. Registration and Payment Information Registering has never been easier. You may register and pay for any CPE seminar or conference by: 303-773-2877 or 800-523-9082 303-773-6344 Colorado Society of CPAs 7887 E Belleview Ave., Suite 200 Englewood, CO 80111 www.cocpa.org All registrants must prepay in full before admittance to any program. Any outstanding registration fees from the prior year must be paid in order to be eligible for current course registration. We accept several methods of payment: cash, check, Visa, MasterCard, American Express, or Discover.
Materials Course materials are ordered based upon the number of prepaid registrants for each course. At the first break, any extra manuals available will be distributed to walk-ins. Advance Preparation Most courses do not require advance preparation. In the few cases where advance preparation is recommended, it is noted in the course listing found online. Date/Location Changes and Cancellations Our goal is to have as few changes or cancellations to our course schedule as possible but, occasionally, emergencies or enrollment numbers dictate otherwise. In the event that we must reschedule, relocate, or cancel a course for which you are preregistered, you will be notified immediately. We know how busy your travel and work schedules can be, so we guarantee you seven days’ notice (prior to the presentation date) of the cancellation of any course. Please keep this in mind when making airline reservations to avoid travel cancellation penalties. CPE courses are rarely cancelled due to poor weather conditions. However, if you are unable to attend a course due to weather, please call the member services Department immediately at 303773-2877 or 800-523-9082 so we can notify the instructor as well as assist you with finding another course to take.
Special Requests We are committed to providing exceptional service to our members and will try to honor all special requests. However, we can not guarantee them. If you have a special request, please email Pamela Galey-Coleman at pgaley-coleman@cocpa.org with the name, date, and location of the course for which you have registered and a description of your specific needs. Carpooling As part of our commitment to our members, we extend a carpooling service. Simply contact the member services department at 303-773-2877 and we will help you find someone from your area who has registered for a particular course and with whom you might share a ride. Cellular Telephones All participants who bring cellular telephones to class will need to keep them turned off. This ensures an optimum learning environment for all program participants. Individuals who need to receive calls should leave the classroom to await the call. Miscellaneous The opinions expressed by discussion leaders and panelists are not necessarily those of the Colorado Society of CPAs. The prices, dates, and locations of the presentations listed in COCPA publications are subject to change without notice. The COCPA reserves the right to make speaker substitutions at any time without notice.
Choose the electronic book option when registering for an in-classroom course and save $10.00.
22 | QuickSearch August/September 2016
Course Schedule by Field of Study Accounting and Auditing Date
Course
Page
6, 14
12/8
Webcast: Revenue Recognition: Mastering the New FASB Requirements
21
U.S. GAAP: Latest Developments for Business & Industry
6, 14
12/9
Leases: Mastering the New FASB Requirements
21
8/19
Annual Update for Accountants and Auditors
6, 14
12/9
Webcast: Leases: Mastering the New FASB Requirements
21
8/22
Create Reports that Matter: Turn Information into Action!
6, 14
12/12
4 Most Overlooked Business Risks: Preparing for the Future
21
8/25
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
1, 7, 11, 14
12/16
Advanced Excel
22
8/25
Webcast: Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
1, 7, 11, 14
12/1920
SECR Reporting
22
8/26
Advanced Concepts in SSARS 21 and Nonattest Services
12, 14
8/26
Preparing Special Purpose Framework Financial Statements: Cash, Modified Cash, and Tax Basis
15
9/27
Annual Update for Accountants and Auditors
6, 15
9/28
Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes
7, 15
10/20
Forensic Accounting: Fraudulent Reporting and Concealed Assets
15
10/21
Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors
16
Date
Course
8/18
Forensic Accounting: Uncovering Schemes and Scams
8/18
Page
Accounting and Auditing - Government Date
Course
Page
8/8
Not-for-Profit Accounting & Reporting: From Start to Finish
8, 13
8/16
Audits of State and Local Governments: What You Need to Know
5, 7, 8, 13
8/17
Annual Update: Top Governmental and Not-forProfit Accounting and Auditing Issues Facing CPAs
7, 8, 11, 13
8/17
Webcast: Annual Update: Top Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs
7, 8, 11, 13
11/7
Applying the Uniform Guidance for Federal Awards in Your Single Audits
5, 8, 17
11/8
Not-for-Profit Accounting and Auditing Update
8, 18
11/17
Accounting and Reporting for Not-for-Profit Organizations
8, 19
11/30
Governmental and Not-for-Profit Annual Update
5, 8, 20
12/1
Not-for-Profit Accounting and Auditing Update
8, 20
12/12
Governmental Accounting and Auditing Update
5, 8, 21 5, 8, 21
10/25
Excel PivotTables for Accountants
16
10/26
Real World Fraud in Today’s Small- to MediumSized Entities
16
10/27
Real World Fraud in Today’s Small- to MediumSized Entities
16
11/4
Internal Control Best Practices for Small- and Medium-Sized Entities
17
11/4
Webcast: Internal Control Best Practices for Smalland Medium-Sized Entities
17
11/9
Identity Theft: Preventing, Detecting, and Investigating Identity Theft
18
11/14
Real World Fraud in Today’s Small- to MediumSized Entities
18
12/12
Webcast: Governmental Accounting and Auditing Update
11/14
Webcast: Real World Fraud in Today’s Small- to Medium- Sized Entities
18
12/13
Frequent Frauds Found in Governments and Notfor-Profits
5, 8, 21
11/15
Annual Update for Accountants and Auditors
6, 19
12/14
Yellow Book: Government Auditing Standards
5, 8, 22
11/17
Accounting and Auditing Conference
8, 19
11/29
Annual Update for Accountants and Auditors
6, 20
12/5
Annual Update for Preparation, Compilation, and Review Engagements
20
12/6
Construction Contractors: Accounting, Auditing, and Tax
20
12/6
Annual Update for Accountants and Auditors
6, 21
12/8
Revenue Recognition: Mastering the New FASB Requirements
21
Administrative Practice Date
Course
Page
12/2
Retirement: How to Navigate through the Uncertain Voyage
20
12/2
Webcast: Retirement: How to Navigate through the Uncertain Voyage
20
Register online at www.cocpa.org | 23
Course Schedule by Field of Study
Accounting and Auditing
Course Schedule by Field of Study, Cont’d Business Law
Specialized Knowledge and Applications
Date
Course
Page
Date
Course
Page
11/18
Employment Law Update: Key Risks and Recent Trends
19
10/24
Microsoft Office 2016 - Improving Productivity with New Features
16
10/24
Technology Update
16
10/25
Excel PivotTables for Accountants
16
11/14
2016 Technology Conference - Day One
18
11/15
2016 Technology Conference - Day Two
19
11/16
Virtual Accounting and CFO Services
19
12/16
Advanced Excel
22
Business Management & Organization Date
Course
Page
11/11
Transforming Your Role as Controller to Business Partner
18
11/28
Build Your Team: Get Results
19
Course Schedule by Field of Study
Communications Date
Course
Page
8/29
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance
7, 15
Ethics
Date 8/29
Date
Course
Page
8/1-5
AICPA Tax School: Tax Staff Essentials–Week 3
13
8/10
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
4, 13
8/11
Estate and Life Planning Issues for the MiddleIncome Client
6, 11, 13
8/11
Webcast: Estate and Life Planning Issues for the Middle-Income Client
6, 11, 13
8/12
Estate and Life Planning Issues for the MiddleIncome Client
6, 13
8/23
Affordable Care Act: Critical Tax and Insurance Ramifications
4, 14
8/23
Social Security and Medicare: Maximizing Retirement Benefits
4, 14
For a listing of this year’s ethics courses, please see page 9.
Finance
Tax
Course Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance
Page 7, 15
11/10
Annual Update for Controllers
18
11/10
Webcast: Annual Update for Controllers
18
8/24
Affordable Care Act: Critical Tax and Insurance Ramifications
4, 14
11/29
Analytics and Big Data for Accountants
20
8/24
Social Security and Medicare: Maximizing Retirement Benefits
4, 14
8/25
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
1, 7, 11, 14
8/25
Webcast: Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
1, 7, 11, 14
8/25
Affordable Care Act: Critical Tax and Insurance Ramifications
4, 14
8/25
Social Security and Medicare: Maximizing Retirement Benefits
4, 14
8/30
Guide to Understanding the Net Investment Income Tax in 2016
11, 12, 15
8/30
Webcast: Guide to Understanding the Net Investment Income Tax in 2016
11, 12, 15
Management Advisory Services Date
Course
Page
8/29
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance
7, 15
Specialized Knowledge and Applications Date
Course
Page
8/15
Marijuana Business Symposium: Guiding the Businesses That Will Pilot an Industry
11, 13
8/30
Individual Income Tax Return Mistakes and How to Fix Them
7, 11, 15
8/2324
Excel Boot Camp - Two Days of Intensive Excel Training
14
8/30
Webcast: Individual Income Tax Return Mistakes and How to Fix Them
7, 11, 15
24 | QuickSearch August/September 2016
Date
Course
Page
12/7
Annual Tax Update: Corporations and PassThrough Entities
21
16
12/7
Capitalized Costs and Depreciation: Key Issues and Answers
21
Tax Year in Review and 2016 Planning
16
12/7
21
11/1
Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships
17
12/12
Tax Year in Review and 2016 Planning
21
11/2
Capitalized Costs and Depreciation: Key Issues and Answers
17
12/13
Tax Year in Review and 2016 Planning
21
Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs
12/16
Tax Year in Review and 2016 Planning
22
11/2
17
12/16
Webcast: Tax Year in Review and 2016 Planning
22
11/2
A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond
4, 17
1/12
2016 Federal Tax Update
22
11/3
Basis/Distributions for Pass-Through Entities: Simplifying the Complexities
17
1/12
Webcast: 2016 Federal Tax Update
22
11/3
Tax Year in Review and 2016 Planning
17
11/7
Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
17
11/8
Maximize Your Social Security Benefits
4, 18
11/8
Select Estate and Life Planning Issues for the Middle-Income client
18
11/10
Tax Year in Review and 2016 Planning
18
11/11
Tax Year in Review and 2016 Planning
18
11/14
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs
18
11/15
Affordable Care Act: Critical Tax and Insurance Ramifications
4, 19
11/15
Social Security and Medicare: Maximizing Retirement Benefits
4, 19
11/16
Tax Year in Review and 2016 Planning
19
11/16
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs
19
11/18
Tax Year in Review and 2016 Planning
19
11/21
2016 Individual Income Tax Workshop
19
11/21
Webcast: 2016 Individual Income Tax Workshop
19
11/22
2016 Corporate/Business Income Tax Workshop
19
11/22
Webcast: 2016 Corporate/Business Income Tax Workshop
19
11/28
Tax Year in Review and 2016 Planning
19
11/30
Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies
20
12/1
Reviewing Individual Tax Returns: What Are You Missing?
20
12/1
IRS Disputes: Identifying Options for Your Client
20
12/5
Tax Year in Review and 2016 Planning
20
12/6
Construction Contractors: Accounting, Auditing, and Tax
20
12/6
Tax Year in Review and 2016 Planning
21
12/6
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs
21
Date
Course
Page
10/26
Form 990: Mastering Its Unique Characteristics
16
10/27
Form 990: Exploring the Form’s Complex Schedules
16
10/28
Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes
10/31
VIEW ALL COURSE LISTINGS AT
COCPA.ORG.
Register online at www.cocpa.org | 25
Course Schedule by Field of Study
Tax
Tax
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:
o Firm/Company o Home o Changed
I am a member of: COCPA–Membership #_______________ AICPA–Membership #_______________
Special needs I would like COCPA to be aware of:______________________________________________________________
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:
7887 E Belleview Ave., Suite 200, Englewood, CO 80111 303-773-2877 • 800-523-9082 •
303-773-6344 (fax)
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. •
All COCPA Policies and Procedures can be found online under the CPE drop down menu, Policies & Procedures.
26 | QuickSearch August/September 2016
Tax Staff Essentials School
Topics include: * Advanced estate and trust taxation * Advanced individual taxation * Advanced tax planning for S Corporations * Advanced taxation of LLCs and partnerships * Choice and formation of entity * Income tax accounting * IRS audits
August 1–5 • COCPA
AICPA Tax School: Tax Staff Essentials - Week 3 contains the advanced technical level of training your firm needs to maintain and improve its core competencies. As you expand your expertise, your firm expands its ability to offer professional services to new and existing clients. Whether you wish to grow your firm by developing expertise in a niche area or by business referrals from highly satisfied clients.
AICPA
EXPERT WITNESS SKILLS WORKSHOP September 15–17
Denver • Recommended CPE: 28 Beyond technical or financial knowledge, serving as an effective expert witness requires specific skills that convey confidence, credibility and authority. Learn how to combine these aspects, with a command of the courtroom, during the AICPA Expert Witness Skills Workshop. The workshop sessions go beyond the typical classroom lecture, so you can participate in a real-life courtroom atmosphere. With seating limited to just 36 participants and almost a 1:1 student-to faculty ratio, it’s the ideal environment to practice your presentation and communication skills to experts, lawyers and judges, receive personalized feedback and take those skills to the next level.
To register, visit expertwitness.cocpa.org.
Season Pass CPE Registration Form (or register online at seasonpass.cocpa.org) I would like to purchase the following Season Pass:
40 hour
24 hour
Name______________________________________________ Title_____________________________________________________ Company____________________________________________________________________________________________________ Address ____________________________________________________________________________________________________ City______________________________________________________ State____________________ Zip_______________________ Business Phone _____________________________________ Mobile Phone _____________________________________________
Course Schedule by Field of Study
Email Address________________________________________________________________________________________________ Address is:
o Firm/Company o Home o Changed
I am a member of: COCPA–Membership #_______________ AICPA–Membership #_______________
Special needs I would like COCPA to be aware of:______________________________________________________________
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 ___________ Course Title __________________________________________________________ Course Date_____________ Fee ___________ Course Title __________________________________________________________ Course Date_____________ Fee ___________ Course Title __________________________________________________________ Course Date_____________ Fee ___________ Course Title __________________________________________________________ Course Date_____________ Fee ___________
I have enclosed a check.
Total Registration Fee ______________
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:
7887 E Belleview Ave., Suite 200, Englewood, CO 80111 303-773-2877 • 800-523-9082 •
303-773-6344 (fax)
All COCPA Policies and Procedures, including Cancellation/Transfer Policies, can be found online under the CPE drop down menu, Policies & Procedures.
28 | QuickSearch August/September 2016
GET EVERYONE IN THE SAME BOAT. Book your On-site CPE today. It’s important to make sure everyone in the office can navigate the challenging waters as a team. With a COCPA On-site class, everyone — CEOs, CFOs, CPAs, non-certified financial professionals, and administrative staff — can participate together in focused CPE that complements your company or firm’s mission. Our courses are led by expert instructors. However, some courses can be led by an expert from your very own office — we provide you with the discussion-leader guide and you take it from there. Either option allows you and your coworkers to address proprietary information or other specific needs in the comfort and privacy of your office. As budgets shrink and staff time becomes more valuable, bringing On-site CPE programs to your team is a wise choice. To learn more about our On-site CPE programs or to book a 2016 On-site-course date, please contact Tiffany Carson at tiffany@cocpa.org or 303-741-8621 today. Register online at www.cocpa.org | 29
Colorado Society of Certified Public Accountants 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
Non-Profit Org. US Postage Paid Denver, CO Permit No. 605
EXCEL
BOOT CAMP August 23–24, 2016 8:30 a.m. – 4:30 p.m.
If you are ready for two days of intensive Excel training in a “laptop optional, laptop friendly” environment, then this course is for you. By using accounting-centric examples, developed for accountants, by accountants, Excel Boot Camp takes you through Excel from A to Z and shows you how to elevate your use of Excel to the next level.
Register at cocpa.org.