QuickSearch December 2017
IT’S CRUNCH TIME GET YOUR CPE BY DECEMBER 31
SEC & PCAOB Conference
DECEMBER 13 PAGE TWO
Mix & Match Conference DECEMBER 18 PAGE THREE
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. 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.
For a company subscription to the CPE Season Pass call the COCPA Member Services Department at 303-773-2877.
CPExpress
Where can you get unlimited online access to 900+ credit hours for one low annual subscription fee? 2
AICPA’s comprehensive bundle of online CPE courses offers you immediate access to hundreds of one and two-credit hour courses. This online subscription allows you to select the specific topic you need when you need it for just-in-time learning. Start and finish most CPE courses in as little as 1 to 2 hours with 24/7 access so you can fit CPE into a busy schedule Print CPE certificates on demand to document your training – never miss a CPE reporting deadline!
CPExpress.COCPA.org COCPA QuickSearch
Table of Contents 2 December Course Highlights 5 2017 SEC & PCAOB Conference 6 2017 Mix & Match Conference 8 2017 Conference and Yellow Book Schedule 9 Ethics 11 Live In-Classroom and Webcast Courses 12 Webinars 14 Course Schedule by Date and Field of Study 16 CPE Registration Form 17 On-site learning
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 Coordinator Ashlee Whelan ashlee@cocpa.org
December
1
DECEMBER
Course Highlights Retirement: How to Navigate Through the Uncertain Voyage December 1 (COCPA)
As with any sailing voyage, a seasoned captain needs to be prepared for unknown variables, such as weather conditions, unpredictable ocean bottoms, and other unexpected encounters. Similarly, individuals should take the same precautions in order to assure themselves of a secure retirement voyage. Yellow Book
Governmental Accounting and Auditing December 4 (COCPA or Webcast)
Understand the latest on governmental accounting and auditing with this fast-paced interactive course that analyzes the recent GASB requirements toward governments and provides an understanding of OMB and Yellow Book requirements. Yellow Book
Frequent Frauds in Governments and Not-for-Profits December 5 (COCPA)
Through an informative case study approach, this course illustrates common frauds that make headlines and damage the reputations of government and not-for-profit organizations. Yellow Book
Government Auditing Standards December 6 (COCPA)
This course provides an excellent baseline of information for accountants as it relates to understanding Government Auditing Standards, including the foundation of government auditing and the related concepts and standards. 4 HR NEW
The New Clarified Attestation Standards: What You Need to Know December 7 (COCPA)
With the completion of the Attest Clarity Project, there are changes to the format of the standards. This course will highlight the changes and review the requirements of attest engagements.
Real World Fraud in Today’s Small- to Medium-Sized Entities December 8 (COCPA)
This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities. 4 HR
Social Security and Medicare: Maximizing Retirement Benefits December 11 (COCPA or Webcast)
Discuss real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare. 4 HR
Health Care Reform Act: Critical Tax and Insurance Ramifications December 11 (COCPA or Webcast)
This seminar will help you better 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.
2
COCPA QuickSearch
DECEMBER
Course Highlights 4 HR
Hot Tax Planning Development Under the Current Tax Law December 12 (COCPA)
Explore the hottest tax planning topics which will impact you and your clients.
4 HR
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships December 13 (Colorado Springs) December 18 (Grand Junction)
This course addresses the tax consequences of the most common transactions engaged in by LLCs and partnerships. 4 HR
Reviewing Individual Tax Returns: What Are You Missing? December 13 (Colorado Springs)
Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff.
4 HR
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know December 14 (Pueblo)
This course will provide you with an in-depth understanding of the framework for revenue recognition built around the core principle that is applied in a five step process. 4 HR
Accounting and Auditing Update December 14 (Pueblo) December 15 (Westminster)
Let us sort through all of the complexities and help you identify and apply recently issued FASB and ASB standards and guidance. NEW
CFO/Controllers’ Roadmap to Organization and Success with Integrated Planning, Forecasting, and Budgeting December 14 (COCPA or Webcast)
This course is designed to integrate the planning process and show how it can move from long-range thinking, through medium-term planning, through the annual budget, and to the monthly cash-flow forecast. 4 HR
The Bottom Line on the New Lease Accounting Requirements
NEW
This course discusses the lessee accounting model, including lease classification, amortization of the right-of-use asset, and interest on the lease liability.
December 15 (Westminster)
December
3
DECEMBER
Course Highlights NEW
Current Development and Best Practices for Today’s CFOs and Controllers December 15 (COCPA or Webcast)
This course has been designed to give the CFO and controller the skills needed to lead their organizations into the rapidly changing decade.
Annual Tax Update: Corporations and Pass-Through Entities December 18 (Durango)
Identify ways to integrate the latest tax law changes into planning and compliance engagements to provide more value-added services to your clients. NEW
Reviewing Partnership Tax Returns: What Are You Missing? December 18 (Grand Junction)
Sharpen your skills by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information.
The Best S Corporation, Limited Liability, and Partnership Update December 19 (Glenwood Springs)
Learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs.
2017 Federal Tax Update with Don Farmer January 25, 2018 (Denver or Webcast)
This essential training provides a thorough and engaging review of current-year developments, recurring problems, and planning ideas affecting individual tax returns.
UPCOMING COURSES WITH
Mark Soukup Soukup Bush & Associates CPAs PC
This year the new IRS Pronouncements are not as numerous as in past years BUT they are much more important in several key tax planning areas. Failure to be cognizant and fluent in these new rules could result in significant overpayment of the true tax liability for your clients. Register online at cocpa.org for one of Mark’s programs and learn about the ever-changing rules and regulations you need to know for this year’s tax season.
TAX YEAR IN REVIEW AND 2017 PLANNING 12/05 Ft. Collins 12/07 Boulder
12/12 Westminster 12/20 COCPA or Webcast
SEC & PCAOB CONFERENCE
Equipping independent audit expertise. December 13, 2017 | Hilton Denver Inverness or Webcast 8:25 – 8:30 am
Welcome
8:30 – 9:45 am
SEC Update
9:45 – 10:00 am
Break
Scott Taub, Financial Reporting Advisors LLC
10:00 – 11:15 am
Make Accounting Great Again Joseph D Kinney, KPMG LLP Brian Schilb, KPMG LLP
11:15 am - 12:05 pm
As the PCAOB World Turns
12:05 - 1:00 pm
Lunch
Gaylen Hansen, EKS&H LLLP
Controllers/CFO Roundtable Panel
Jake Vossen, Moderator, Hein & Associates LLP Ashlie Thorburn, Uranium Resources Inc. Cathy Anderson, Sundance Energy Chad Yeager, Extraction Oil and Gas
1:00 - 2:15 pm
Break
2:15 - 2:25 pm
Audit Committee Panel 2:25 – 3:40 pm
3:40 – 4:30 pm
Doug Reeb, Moderator, EKS&H LLLP Bill Yeates, Hein & Associates LLP Taylor Simonton Bud Laber, GJL, LLC John Elofson, Davis Graham & Stubbs LLP
Future of Audits
Michele Hansen, Deloitte Peter Taylor, Deloitte
Learn more and register at secpcaobconf.cocpa.org December
5
December 18, 2017 Hilton Denver Inverness or Webcast 8:25 – 8:30 am 8:25 – 9:20 am 9:20 – 9:30 am
Welcome 2017 Technology Update*
Tommy Stephens, K2 Enterprises
Get answers to top technology questions and gain insights on long-term strategic choices and short-term technology tactics to maximize your ROI by participating in this ever-popular, foundation session.
Change Break BREAKOUT SESSIONS - CHOOSE ONE Technology Track: Excel Guru - Tips to Make Your Head Spin Tommy Stephens, K2 Enterprises
Are you sure you are taking advantage of the features that are best for you? This session on Excel tips is sure to provide multiple ideas that you can use to get better results in less time.
9:30 – 10:45 am
Industry Track: Federal, State, & Local Deficits* Matt Ryan, Business Learning Institute
Special focus will be given to the role of the financial professional in analyzing and forecasting the risk of increasing fees/taxes and decreased services provided in the region of your business.
Tax Track: Federal Tax Update EKS&H, LLLP
The presentation will include key developments in corporate, partnership, and individual taxes.
10:45 10:55 am
Change Break BREAKOUT SESSIONS - CHOOSE ONE Technology Track: Password Management Tools - Why Are They Necessary? Tommy Stephens, K2 Enterprises
10:55 12:10 pm
Everyone knows that passwords are a critical first line of defense when attempting to secure computers and the information stored on them. Yet, most individuals struggle implementing “long-and-strong” passwords. To address this challenge, password management tools have emerged as a leading option for enhancing security.
Industry Track: Analyzing HR Effectiveness Matt Ryan, Business Learning Institute
Special focus will be given to the role of the financial professional in analyzing the effectiveness of HR departments and forecasting employment risks. *This session will be webcasted.
6
COCPA QuickSearch
10:55 12:10 pm 12:10 1:00 pm
Tax Track: Colorado State and Local Tax Update* Jeanette Tolar and Mary Jo Zuelsdorf, EKS&H, LLLP
It has been a busy year for Colorado practitioners. There are been several dramatic court cases (Target, Sodexo, Expedia, etc.), private letter rulings, and audit developments impacting both income, sales, and property taxes.
Lunch BREAKOUT SESSIONS - CHOOSE ONE Technology Track: Security Blocking & Tackling* Tommy Stephens, K2 Enterprises
Anti-virus, encryption, and spam filtering are fundamental protection techniques that all organizations should have deployed. In this session, you will learn about today’s risks and the best techniques and tools to protect your information technology and the sensitive data in your organization.
1:00 2:15 pm
Industry Track: Dodd-Frank & the Banking Industry Matt Ryan, Business Learning Institute
Special focus will be given to the role of the financial professional in analyzing and forecasting the potential for increased risk in banking relationships due to regulatory reform.
Tax Track: 5 Most Common Tax Questions Bruce Nelson, EKS&H, LLLP
In this session we will address five of the most common, but perplexing questions confronting taxpayers.
2:15 – 2:25 pm
Change Break BREAKOUT SESSIONS - CHOOSE ONE Technology Track: Detecting & Preventing Computer Fraud Tommy Stephens, K2 Enterprises
In this session, you will learn practical approaches for uncovering fraud using easy to implement procedures, including incorporating various techniques in Excel.
2:25 – 3:40 pm
Industry Track: Critical Performance Measures: Essential Tools for Gauging Success* Matt Ryan, Business Learning Institute
This course will examine those performance measures and critical elements of success for today’s busy financial executive and CPA to include growth models, product concept, target costing, operational planning and strategic planning.
Tax Track: How to Identify Mistakes and Opportunities in Reviewing Returns Drew Rice, Odyssey Advisory Group
Learn what to look for when reviewing a return. In a hand’s on presentation we will identify key lines and entries that represent both potential mistakes and opportunities. Learn what to look for and why. You will not look at a return the same way again.
Body Talk: Why What You Don’t Say Matters* 3:40 – 4:30 pm
Anna Conrad, Impact Leadership Solutions
Only 7% of communication is the words you use - and the majority of the remainder is body language! Does your body language add to your credibility and make you appear confident - or does your body language make people not trust you? This highly interactive workshop will help you ensure what you really want to say is being heard.
Learn more and register at mixandmatchconf.cocpa.org December
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. 12/13
SEC and PCAOB Conference
12/18
Mix and Match Conference
1/25
Don Farmer
Register coworkers and watch the webcast together!
O
LO
12/4
Governmental Accounting and Auditing Update
COCPA
12/5
Frequent Frauds Found in Governments and Not-for-Profits
COCPA
12/6
Yellow Book: Government Auditing Standards
COCPA
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2017 Yellow Book Schedule
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GOVERNMENT CERTIFICATE of ACHIEVEMENT
PUB
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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. Call the COCPA Member Services Department and let them know you would like to enroll in the program. Participants have up to eighteen months to complete the program.
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LEARN MORE AT GCOA.COCPA.ORG
COCPA QuickSearch
2017 Ethics Schedule The A.R.T. of Work: Accountability, Respect, and Trust 12/19
Webcast Only
8:30 – 10:10 am
Barriers to Ethical Behavior and Leadership
NEW
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 12/7
Webcast Only
8:30 – 10:10 am
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 12/19
Webcast Only
10:30 am – 12:10 pm
Ethics and the AICPA’s Principles, Rules, and Responsibilities 12/7 NEW
Webcast Only
10:30 am – 12:10 pm
Ethics: Risk & Resilience 12/6
COCPA or Webcast
8:30 – 10:10 am
The Psychology of Ethics
NEW
12/6
COCPA or Webcast
12:30 – 4:00 pm
When Good CPAs Go Bad: Ethics & Cases 12/13
December
COCPA
8:30 am – 12:00 pm
9
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.
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. 10 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. 12/1
Annual Update for Accountants and Auditors
12/4
Governmental Accounting and Auditing
12/11
Social Security and Medicare: Maximizing Retirement Benefits
12/11
Health Care Reform Act: Critical Tax and Insurance Ramifications
12/13
2017 SEC and PCAOB Conference
12/15
Current Development and Best Practices for Today’s CFOs and Controllers
12/18
2017 Mix and Match Conference
12/20
Tax Year in Review and 2017 Planning
1/25
Don Farmer 2017 Federal Tax Update
CORINNEHANCOCK My Powerful Life
Understand how your thoughts and actions and language impact others and impact your ability to deal with chaos. Practice multiple ways to mentally prepare yourself to thrive in chaos no matter the environment. Learn tools and exercises you can immediately use to engage and inspire both yourself and your team regardless of the situation.
Want Corinne Hancock to speak at your firm? Contact Tiffany Carson, tiffany@cocpa.org. December
11
Webinar Schedule Accounting and Auditing 12/1
Construction Contractors: Accounting, Auditing, and Tax (8 hrs.)
12/6
Financial Accounting Standards: Reporting & Disclosure (2 hrs.)
12/13
The Accountant's Role in Mergers and Acquisitions (8 hrs.)
12/15
U.S. GAAP: Review for Business & Industry (4 hrs.)
12/18
Financial Statement Analysis: Unraveling the Mystery for Management (8 hrs.)
Accounting and Auditing (Government) 12/1
HUD Audits of Multifamily Housing Projects: Audit Requirements Under the HUD Audit Guide and for Single Audits (8 hrs.)
12/4
Government Fraud & Abuse: How Reporters Find it Before Auditors (2 hrs.)
12/13
Avoiding Problems in Conducting Single Audits (8 hrs.)
12/19
Government Update: 10 New A&A Risks for CPAs (2 hrs.)
12/28
Education: 10 New Risks - Elementary to University (2 hrs.)
Business Law 12/12
How CPAs Can Help Clients in Mediation (1 hr.)
12/14
Employment Law Update: Examining Critical Issues with FMLA, HIPAA, COBRA, ADA, and More (4 hrs.)
Business Management and Organization 12/1
Practice Value & Evaluation: What is My/Our Practice Worth?
12/8
The Finance Team of Tomorrow: Reinventing the Finance Role (2 hrs.)
12/18
The CFO: 5 Critical Skills to Maximize Profits (2 hrs.)
12/22
Critical Thinking Skills for Finance and Accounting Professionals (2 hrs.)
Communication
12
12/8
Negotiate for Success: Psychology of Power Persuasion (8 hrs.)
12/13
New Manager Series: Are You Managing or Leading? (2 hrs.)
12/19
Success Leaves Clues: Exploring Next Practices of Extraordinary Firms: The Best Learning Tool Ever Invented (2 hrs.)
COCPA QuickSearch
Computer Software and Application 12/1
Mobile Financial Apps for Accountants (2 hrs.)
12/1
Excel Power User: Module 4: Handling Errors and Comparing Lists (2 hrs.)
12/6
Online Travel Tools for Accountants (2 hrs.)
12/15
Excel Power User Module 5: Date and Text Functions (2 hrs.)
12/18
Microsoft PowerBI - Get Started with the Right Data (2 hrs.)
12/20 Finance
12/5
12/21 12/21
Budget and Forecasting Tools and Techniques (8 hrs.)
Financial Forecasting: Planning for Success (4 hrs.) Multi-Task Role of the CFO/Controller (8 hrs.) US State and Local Business Incentives for Accountants (2 hrs.)
Management Advisory Services 12/15 Personnel/HR 12/20
Risk, Cost, and Cash Management for Controllers and Financial Managers (4 hrs.)
Millennials: Myths and Truths Behind the Next Gen Leaders (2 hrs.)
Specialized Knowledge 12/6 12/12 12/18 Taxes
12/4 12/7
12/11 12/14 12/20 12/26
Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization (4 hrs.) Pension and Profit Sharing Plan Strategies (8 hrs.) KPI Dashboards The New Financial Reporting Model (2 hrs.)
Form 990 (8 hrs.) Tax Depreciation: Current Developments and Updates (2 hrs.) Federal Taxation of Legal Marijuana (4 hrs.) Key Tax Strategies for Partnerships and LLCs (2 hrs.) Tax Research Skills (8 hrs.) Real Estate Tax Update: Key Changes for Investors and Owners (2 hrs.)
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 8:30 am – 4:30 pm.
Key
Date
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
8
170875301 – 170875420
365 – 521
Denver
ACCOUNTING AND AUDITING 12/01/17 Annual Update for Accountants and Auditors
185 – 264
+
12/07/17
The New Clarified Attestation Standards: What You Need to Know (12:30 - 4:00 pm)
4
170839401 –
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
200 – 285
Pueblo
Interpreting the New Revenue Recognition 12/14/17 Standard: What All CPAs Need to Know (8:30 am - 12:00 pm)
Denver
12/14/17
Accounting and Auditing Update (12:30 - 4:00 pm)
4
170865109 –
12/15/17
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
170869109 –
+
12/15/17
The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)
4
170869309 –
A
12/18SEC Reporting 12/19/17
16
170870201 –
695 – 994
Denver
365 – 521
Denver
200 – 285
200 – 285
Westminster Westminster
ACCOUNTING AND AUDITING – GOVERNMENT Y
12/04/17
Governmental Accounting and Auditing Update
8
170825201 – 170825320
AY
12/05/17
Frequent Frauds Found in Governments and Not-for-Profits
8
170827401 –
AY
12/06/17 Yellow Book: Government Auditing Standards
8
170829401 –
365 – 521
Denver
8
170824301 –
365 – 521
Denver
A
365 – 521
Denver
ADMINISTRATIVE PRACTICE 12/01/17
14
Retirement: How to Navigate through the Uncertain Voyage
COCPA QuickSearch
Key
Date
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
4
170838901 –
185 – 264
Denver
8
170863701 –
385 – 550
Denver
8
170865801 – 170867520
385 – 550
Denver
170862415 – 170862522 170871315 – 170871422
365 – 521 365 – 521
FINANCE 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
SPECIALIZED KNOWLEDGE 12/13/17 2017 SEC and PCAOB Conference
8
12/18/17 2017 Mix and Match Conference
8
12/05/17 Tax Year in Review and 2017 Planning
8
170828309 –
12/07/17 Tax Year in Review and 2017 Planning
8
170840609 –
TAX
A
Englewood
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)
395 – 565 410 – 585 185 – 264 185 – 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 – 521 420 – 600
Tax Consequences and Reporting Issues of 12/18/17 LLCs, LLPs, LPs, and Other Partnerships (8:30 am - 12:00 pm)
+
Englewood
170849501 – 170849620 170851201 – 170851320
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
December
2017 Federal Tax Update
170875201 – 170875320 170982617 – 170982724
Fort Collins Boulder Denver Denver Denver Denver Westminster
Durango Grand Junction Grand Junction Glenwood Springs Denver Englewood
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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 (excludes CPE Season Pass). 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. •
16
All COCPA Policies and Procedures can be found online under the CPE drop down menu, Policies & Procedures.
COCPA QuickSearch
Instructor-led or taught by your team,
CPE at your office.
It’s important to make sure everyone in the office can work 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 materials and you take it from there. Here are just a few of the courses that can be taught at your firm or company: • 529 College Saving Plans: Best Practices • Advanced Excel • Audit Data Analytics • Business Intelligence: Featuring Microsoft Power BI Tools • Controller’s Update • Data Breaches and Cybersecurity • Excel PivotTables for Accountants • Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance • Fraud Update
• Government and Not-for-Profit Update • Lease Accounting • Performing Single Audits Under the Uniform Guidance • Revenue Recognition • Reviewing Individual Tax Returns: What Are You Missing? • Staff Training: Audit (Three Levels) • Staff Training: Tax (Three Levels) • Tax Update • Thriving in Chaos • Top Issues for Government and NotFor-Profit Entities
To learn more about our On-site CPE programs, please contact Tiffany Carson at tiffany@cocpa.org or 303-741-8621 today. May/June/July December
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Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
THE MOST FUN YOU CAN HAVE AT A TAX SEMINAR
2017 FEDERAL TAX UPDATE W I T H D O N FA R M E R
Thursday, January 25 | 8:30 am Denver or Webcast | CPE: 8.0
Federal Tax Update ad
"DON FARMER, AS IN PREVIOUS YEARS, IS GREAT. THE BEST CPE CLASS IN MY CAREER OF ALMOST 40 YEARS." – 2017 COURSE PARTICIPANT Be prepared to laugh while learning about the latest developments that affect federal taxation at the annual Don Farmer Federal Tax Update. This essential training provides a thorough and engaging review of currentyear developments, recurring problems, and planning ideas affecting individual tax returns.
REGISTER AT FARMERFED.COCPA.ORG