QuickSearch May/June/July 2018
SPRING into
CPE
Get your CPE Season Pass
A Deeper Look into the Tax Cuts and Jobs Act of 2017
TABLE OF CONTENTS
PAGE FOUR
Not-For-ProямБt Conference
MAY 22
PAGE TWO
COCPA
COLORADO SOCIETY OF CPAS
In the fall of this year, the Colorado State Board of Accountancy will be conducting CPE audits for the 2016 - 2017 CPE year. Certificate holders are responsible for accurate reporting and documentation of all CPE hours completed and must retain documentation for a minimum of 5 years from the end of the year in which the CPE was completed. Documentation must be submitted to the Board upon request. IF YOU ARE AN ACTIVE CERTIFICATE HOLDER, PLEASE USE THIS CHECKLIST TO MAKE SURE YOU ARE COMPLIANT: ☐ I have 80 hours of CPE that includes 4 hours of ethics. ☐ The credit I am claiming is no more than 20% in the personal development field of study. ☐ The credit I am claiming is no more than 50% for teaching, publishing articles, or books. ☐ I have certificates of completion from the programs that I participated in and they include the following required information: ☐ Name and contact information of CPE program sponsor ☐ My name ☐ Title of program ☐ Field of Study ☐ Date(s) the program was offered or completed ☐ Location of program, if applicable
☐ Type of instruction/delivery method ☐ Number of CPE credits completed ☐ Verification by the CPE program sponsor (verification may be in the form of a signature, seal, or other similar indicia).
Section 7.3 of the State Board of Accountancy’s Rules lists the acceptable field of studies for your reference. Additionally, section 7.4 provides further details on rules to claim CPE credit for teaching, panel presentations, publishing, college coursework, and specialized programs. You may visit colorado.gov/pacific/dora/Accountancy for additional rules and regulations.
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COCPA QuickSearch
COCPA
Table of Contents
QuickSearch
2
2018 Not-For-ProďŹ t Conference
A Guide to CPE from COCPA.
4
May/June/July Course Highlights
CPE Director Rebecca Campbell, CAE rebecca@cocpa.org
6
Conference Schedule
7
Yellow Book Schedule
8
Ethics
10
Webinars
12
Live In-Classroom and Webcast Courses
14
Course Schedule by Date and Field of Study
21
CPE Registration Form
COLORADO SOCIETY OF CPAS
CPE Operations and On-Site Programs Tiffany Carson, CMP tiffany@cocpa.org CPE Coordinator Ashlee Whelan ashlee@cocpa.org Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111 303-773-2877 800-523-9082 Fax: 303-773-6344 www.cocpa.org
One fee. Hours of CPE. SAVE UP TO 20% OFF YOUR COURSES! 80 hrs: $3,100 | 40 hrs: $1,550 | 24 hrs: $930
CPE SEASON PASS PACKAGES INCLUDE:
Group Study Programs - Live, in-person Denver and Chapter Seminars; conferences; webcasts; and webinars.
You may attend a Don Farmer seminar for an additional $49. The CPE Season Pass is valid for programs scheduled, for one year from date of purchase. NOTE: The following AICPA programs are not included: Financial Planning & Analysis Conference, Service Organization Controls School, Business Valuation School, COSO School, Oil and Gas Conference and CGMA Exam Review.
TO PURCHASE YOUR CPE SEASON PASS, VISIT seasonpass.cocpa.org.
For a company subscription, call the COCPA Member Services team at 303-773-2877 or 800-523-9082. May/June/July
1
NOT-FOR-PROFIT CONFERENCE
Working together to make a bigger difference. May 22, 2018 | Radisson Denver Southeast 8:25 – 8:30 am
Welcome
8:30 – 10:10 am
Audit and Accounting Update
10:10 – 10:20 am
Break
10:20 – 11:10 am
Demystifying Digital Assets for Not-For-Profit Organizations
11:10 am - 12:00 pm
The View From the Bench: Primer on Employment Law for Nonprofits
12:00 - 1:00 pm
Lunch
1:00 - 2:15 pm
Eye of the Cyber Storm – Managing Cyber Risk in Small- to Mid-Sized NPOs
2:15 - 2:25 pm
Break
2:25 – 3:40 pm
Annual Tax Update
Karen Miessner, CPA, CFE, SingerLewak LLP
Kristine Brands, CMA, DM, Regis University
Judge (Ret.) Mary McClatchey, WorkSmart Partners
Anders Erickson, CISA, CISSP, CRISC, EideBailly
Cara Lawrence, Esq., Tierney Lawrence LLC
Ask an Expert 3:40 – 4:30 pm
The full docket of speakers will be available to answer your questions and expand on their presentations. A question box will be available at the registration table
Learn more and register at not-for-profit.cocpa.org 2
COCPA QuickSearch
Business Valuation School Master the essentials of valuation. Instructors: Harold G. Martin Jr., CPA/ABV/CFF, ASA, CFE – Partner, Keiter’s Valuation and Forensic Services Group
COCPA members save $100 with promo code: COCPA100
Kevin Yeanoplos, CPA/ABV/CFF, ASA – Director of Valuation Services, Brueggeman and Johnson Yeanoplos, P.C. May 7–11, 2018 | Exclusive $100 discount for FVS Section members Colorado Society of CPAs Register at AICPAStore.com/bvco
Demonstrate your mastery in designing, e your mastery inand designing, implementing monitoring internal cont ng 2018 andCOSO monitoring internal controls. Internal Control Certificate Program
Demonstrate your mastery al Control Certificate Program
in designing, Workshop learning pathway: implementing and monitoring internal controls.
thway: 2018 2–4 COSO Internal May Atlanta, GAControl Certificate Program July 23–25 New York, NY May 16–18 New York, July NY 23–25 New York, NY Sept. 12–14 Atlanta, GA Workshop learning pathway:
LOCATIONS Englewood, CO12–14 Atlanta, Dec. 3–5 Durham, NC NY June Sept. June13–15 13-15 Englewood, CO GA ADDITIONAL
May 2–4 Atlanta, GA
July 23–25 New York, NY
June 13–15 Englewood, CO
Dec. 3–5 Durham, NC Sept. 12-14 Atlanta, GA
May 16-18 New York, NY d, CO NC 12–14 May 16–18 New York, NY Dec. 3–5 Durham,Sept. Atlanta, GA July 23-25 New|York, NY Registration is open now. AICPAStore.com/COSOcert 888.777.7077
ow. AICPAStore.com/COSOcert | 888.777.7077
Dec. 3-5 Durham, NC
Registration is open now. AICPAStore.com/COSOcert | 888.777.7077
The COSO Certificate is sponsored by the American Accounting Association (AAA), the American Institute of CPAs (AICPA), the Financial Executive Institute of Management Accountants (IMA) and the Institute of Internal Auditors (IIA). © 2018 Association of International Certified Professional reserved. AICPAAssociation and American Institute of CPAs are trademarks of the American Institute of Certified Public(FEI), Accountants and are registere e American Accounting (AAA), the American Institute of CPAs (AICPA), the Financial Executives International the The COSO Certificate is sponsored by the American Accounting Association (AAA), the American Institute of CPAs (AICPA), the Financial Executives International (FEI), the and other countries. 1803-699 A) and the the European Institute ofUnion Internal Auditors (IIA). © 2018 Association of International Certified Professional Accountants. All rights Institute of Management Accountants (IMA) and the Institute of Internal Auditors (IIA). © 2018 Association of International Certified Professional Accountants. All rights
e of CPAs are trademarks of the American Institute of Certified Public Accountants and arePublic registered in theand United States,in the United States, reserved. AICPA and American Institute of CPAs are trademarks of the American Institute of Certified Accountants are registered the European Union and other countries. 1803-699 s. 1803-699 3 May/June/July
MAY/JUNE/JULY
Course Highlights 4 HR
A Deeper Look into the Tax Cuts and Jobs Act of 2017 May 21 (Colorado Springs), May 30 (COCPA/Webcast), June 26 (Westminster)
This course will help you understand some of the more complicated areas surrounding the most recent tax reform.
Upcoming Peer Review: Is Your Firm Ready? June 4 (COCPA)
What does it take to have an effective quality control system that leads you to a clean, unmodified peer review report? Find out how to prepare for your next review and what can be done on a daily basis to create a strong quality control environment for your firm.
Peer Review Program Advanced Course June 5 (COCPA)
This one-day, advanced course is designed for experienced reviewers who want to heighten their peer review skills. This course includes an analysis of the latest AICPA Peer Review Program Standards as well as materials focused on the areas of peer review guidance which reviewers find the most problematic.
SEC Reporting June 11 -12 (Denver)
Comply confidently with the latest SEC reporting requirements with this comprehensive course. It clarifies new, difficult, and important reporting and disclosure requirements while giving examples and tips for ensuring compliance.
Taking the Numb Out of Numbers: How to Explain and Present Financial Information With Clarity June 20 (COCPA)
Are you responsible for presenting financial information to your organization? If you’re a CEO, CFO, financial analyst, or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data.
Integrating Audit Data Analytics into the Audit Process June 27 (COCPA)
This course introduces the concept of audit data analytics, provides a brief overview of what audit data analytics are, and illustrates how these tools can be integrated into the current audit process. 4 HR
The Bottom Line on the New Lease Accounting Requirements June 28 (COCPA/Webcast)
How do the leasing requirements in the new standard differ from current GAAP? This course addresses that question by focusing on the basic core principles of the new standard. Discussion includes basic identification, recognition, measurement, presentation and disclosure requirements.
4
COCPA QuickSearch
MAY/JUNE/JULY
Course Highlights 4 HR
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know June 28 (COCPA/Webcast)
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. In addition, understanding the changes and new requirements is critical for successful implementation of this new standard. 4 HR
Tax Cuts and Jobs Act: Individuals and Investments July 9
The new tax legislation takes a far deeper and wider cut than meets the untrained eye. Tax Reform is popping at the seams with new privileges and challenges. 4 HR
Tax Cuts and Jobs Act: Business Deductions and Cost Recovery July 9
Are you a winner or a loser? It depends on who you are. The Tax Cuts Jobs Act line-byline, provision-by-provision, imposes surprising results, both good and bad. Many of the areas changing do so very deeply and meaningfully.
4 HR
Tax Cuts and Jobs Act: §199A Pass-Through Deduction and C Corp vs. Pass-Through July 10
The all-new §199A pass-through deduction cuts non-C Corp income tax rates to the lowest in over 3 decades, but only for those eligible. The problem? Some higher income taxpayers, along with some lower income taxpayers, are aced out or trimmed back.
4 HR
Centralized Partnership Audit Rules: Prepare in Earnest and Other Freight Train Stories July 10
Effective in 2018 (coming like a freight train), the TEFRA partnership audit rules are axed and a whole new regime kicks in. Under the new rules, partnerships (and LLCs) will become strange new beasts taxed like C corps. Escape routes are available, but not for all. Advance planning is a must to avoid train wrecks.
Form 990: Mastering Its Unique Characteristics July 24 (COCPA)
Explore the tax information and inherent not-for-profit organization issues to be mastered in properly preparing the current Form 990. This course covers the numerous reporting demands the 990 imposes, including how to respond to the form’s demands for narrative answers. Participants will gain an understanding of the tax and practical points essential to appropriate completion of the Form 990 and be guided on advising exempt clients on the form’s complexities and diverse demands..
May/June/July
5
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 2018 conferences are also available via live webcast. 5/22 7/16-18
Not-for-Profit Conference AICPA Financial Planning and Analysis Conference*
8/17
Emerging Leader Symposium
8/24
Women’s Summit: Strategies for the Successful Woman CPA
8/30-31
Technology Conference
10/26
CPAs in Industry Conference
10/31
Governmental Conference
11/8
Accounting and Auditing Conference
11/11-13
AICPA Oil and Gas Conference*
12/14
Mix and Match Conference
12/19
SEC and PCAOB Conference
1/16
Don Farmer: Federal Tax Update
Register coworkers and watch the webcast together! *This conference is produced by the AICPA and does not qualify for the Season Pass program.
By women, for women SAVE THE DATE: August 24, 2018
NOMINATE A LEADER IN THE PROFESSION Deadline June 29, 2018
Women to Watch Awards will be presented during the Women’s Summit on August 24.
For a nomination form, contact Terry Cervi at terry@cocpa.org. 6
COCPA QuickSearch
O
LO
8/22
Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs
COCPA
9/20
Accounting and Reporting for Not-for-Profit Organizations
COCPA
10/24
Not-for-Profit Financial Reporting: Mastering the Unique Requirements
COCPA
10/25
Not-for-Profit Accounting and Auditing Update
COCPA or Webcast
10/31
2018 Governmental Conference
COCPA or Webcast
12/3
Governmental Accounting and Auditing Update
COCPA or Webcast
12/4
Real-World Frauds Found in Governments
COCPA
12/4
Real-World Frauds Found in Not-for-Profits
COCPA
12/5
Yellow Book: Government Auditing Standards
COCPA
RA
DO SOC I ET
Y
O F
C
Yellow Book Schedule
I
ED
TA
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FI
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GOVERNMENT CERTIFICATE of ACHIEVEMENT
PUB
LIC ACC
O
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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.
LEARN MORE AT GCOA.COCPA.ORG May/June/July
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Ethics Schedule Colorado Board of Accountancy Statutes, Rules, and Regulations 5/23
Webcast Only
8:30 - 10:10 am
8/1
Webcast Only
8:30 - 10:10 am
10/29
COCPA or Webcast
8:30 - 10:10 am
12/5
Webcast Only
8:30 - 10:10 am
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 11/7
COCPA or Webcast
2:30 - 4:20 pm
12/7
COCPA or Webcast
2:30 - 4:20 pm
Ethics and the AICPA’s Principles, Rules, and Responsibilities 8/1
Webcast Only
10:30 am - 12:10 pm
10/29
COCPA or Webcast
10:30 am - 12:10 pm
12/5
Webcast Only
10:30 am - 12:10 pm
The A.R.T. of Work: Accountability, Respect, and Trust 11/7
COCPA or Webcast
12:30 - 2:20 pm
12/7
COCPA or Webcast
12:30 - 2:20 pm
The Psychology of Ethics 10/19
COCPA or Webcast
8:30 am - 12:00 pm
11/28
COCPA or Webcast
12:30 - 4:00 pm
When Good CPAs Go Bad: Ethics & Cases
8
11/7
COCPA or Webcast
8:30 am - 12:00 pm
12/7
COCPA or Webcast
8:30 am - 12:00 pm
COCPA QuickSearch
Video On-Demand Ethics Colorado State Board of Accountancy Statutes, Rules, and Regulations
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
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
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.
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. Featuring COCPA’s highest rated instructors! 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
9
Webinar Schedule Accounting and Auditing 5/8
Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors (8 hrs)
5/15
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (4 hrs)
5/18
FASB’s New Revenue Recognition Standard ASC 606 (2 hrs)
6/12
Business Valuation Calculation Engagements: Litigation vs. Nonlitigation (2 hrs)
6/20
Revenue Recognition—Risks NOT in the New Standard (2 hrs)
6/21
U.S. GAAP: Review for Business & Industry (4 hrs)
7/10
Financial and Tax Accounting for Partnerships and LLCs (4 hrs)
7/16
Commonly Missed Analytical Procedures (2 hrs)
7/30
Financial and Tax Accounting for S Corporations (4 hrs)
Accounting and Auditing (Government) 5/3
Financial Reporting for Not-for-Profit Entities (4 hrs)
6/5
Yellow Book Financial Audits (4 hrs)
7/10
Non-Profit Update: A&A Risks for Controllers and Auditors (2 hrs)
7/24
Yellow Book Standards for CPAs in Public Practice (2 hrs)
Business Law 5/23
Employment Law Update: Examining Critical Issues with FMLA, HIPPA, COBRA, ADA and More (4 hrs)
6/18
Employment Law Update: Reducing Employer Liability (4 hrs)
7/13
LGBT Employees & Their Families: What Managers Should Know (2 hrs)
Business Management and Organization
10
5/21
Leadership Skills for Peak Performance in the 21st Century (2 hrs)
6/7
Bouncing Back From Your Busy Season and the Rest of the Year (2 hrs)
6/21
The Changing Role of the Controller: Advancing from Tactical to Strategic (4 hrs)
6/27
Top Ten Business Myths and How to Avoid Them! (2 hrs)
7/9
Corporate Performance Management for Strategy Execution (1.5 hrs)
7/18
4 Critical Factors to Create Sustainable Growth (2 hrs)
COCPA QuickSearch
Computer Software and Application 5/1
5/18 6/7
Technology Update (2 hrs) Data Analytics & Business Intelligence: What You Should Know (8 hrs) Time to Get Serious About Information Security (2 hrs)
6/19
10 Steps to a Digital Office in the Cloud (2 hrs)
7/17
Adobe Acrobat Must Know Features for Beginners (4 hrs)
7/31 Finance
5/18 6/22 7/10
QuickBooks – Best Practices for Accountants (2 hrs)
Balance Sheet Management: The Least Understood Risk (2 hrs) Financial Forecasting: Planning for Success (4 hrs) Bitcoin - What You Should Know About This Digital Currency (2 hrs)
Specialized Knowledge 5/7
5/21 6/7
Using Microsoft OneNote as a MAP Handbook Tool (2 hrs) Blockchain Technology - What Every CPA Should Know (2 hrs) KPI Dashboards - The New Financial Reporting Model (2 hrs)
6/26
Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization (4 hrs)
7/13
OneNote - Mastering Organization of Your Notes & Correspondence (2 hrs)
Taxes
5/2
5/23 5/29 6/8
Individual Tax Fundamentals (8 hrs) After Tax Reform: Business Tax Update and Recent Developments (2 hrs) Tax Planning for Small Businesses (4 hrs) S Corporation Fundamentals (8 hrs)
6/11
After Tax Reform: Individual Tax Update and Recent Developments (2 hrs)
6/29
After Tax Reform: Key Tax Strategies for Partnerships and LLCs (2 hrs)
7/13
Alternative Minimum Tax: A Look at the Modified Rules (2 hrs)
7/19
After Tax Reform: Taxation of Non-Profits (2 hrs)
May/June/July
11
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
5/22
2018 Not-for-Profit Conference
5/30
A Deeper Look into The Tax Cuts and Jobs Act of 2017 (4 hrs)
6/28
The Bottom Line on the New Lease Accounting Requirements (4 hrs)
6/28
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (4 hrs)
8/13
The New Tax Law Means New Tax Planning for Agriculture
8/15
2018 Marijuana Business Symposium
8/22
Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs
8/28
Determining How Much Money You Need To Retire: Practical Planning Strategies
9/26
Annual Update for Accountants and Auditors
10/25
Not-for-Profit Accounting and Auditing Update
10/26
2018 CPAs in Industry Conference
10/31
2018 Governmental Conference
11/5
Social Security and Medicare: Maximizing Retirement Benefits (4 hrs)
11/6
Hot Tax Planning Developments Under the Current Tax Law (4 hrs)
11/8
2018 Accounting and Auditing Conference
11/13
Employment Law Update: Key Risks and Recent Trends
11/15
Annual Update for Controllers
11/29
Corporate Tax Workshop: Get Ready for Busy Season
12/3
Governmental Accounting and Auditing Update
12/11
Construction Contractors: Accounting, Auditing, and Tax
12/14
2018 Mix and Match Conference
12/19
2018 SEC and PCAOB Conference
12/20
Tax Year in Review and 2018 Planning
1/16
Don Farmer: Federal Tax Update
COCPA QuickSearch
Building the future today
COCPA members save $100 with promo code:
COCPA100
Financial Planning & Analysis Conference Featured keynotes: Kimberly Ellison-Taylor Accounting champion extraordinaire Brian Kalish Advocate for long-term talent and staffing July 16–18, 2018 • In Denver or online Save $75 through June 2 Register at AICPAStore.com/FPAco.
Coming to Metro Denver
SOC for Service Organizations School Prepare for your next engagement by joining us for our annual school.
© 2018 Association of International Certified Professional Accountants. All rights reserved. 1803-578
aicpa.org/soc4so S O C fo
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Visit AICPAStore.com/SOCco to secure your seat.
AICPA SOC
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Use code COCPA100 at checkout for $100 off your registration.
Or
July 26–27, 2018 | Save $75 through June 11.
ns
Featuring: • Complex SOC for Service Organizations-related situations • Instructor-guided discussions • Application exercises
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ce
™
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 2018
: 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
NonCPE Member member Fee Fee
Location
ACCOUNTING AND AUDITING A
6/4/18
Upcoming Peer Review: Is Your Firm Ready?
8
370
529
COCPA
A
6/5/18
Peer Review Program Advanced Course
8
370
529
COCPA
6/1112/18
SEC Reporting
16
840
1200
Denver
6/1315/18
AICPA COSO School
25.5
2299*
2299
COCPA
A
6/27/18
Integrating Audit Data Analytics into the Audit Process
8
370
529
COCPA
6/28/18
The Bottom Line on the New Lease Accounting Requirements (8:30 am - 12:00 pm)
4
185
264
COCPA
6/28/18
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (12:30 - 4:00 pm)
4
185
264
COCPA
8/13/18
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
200
285
Pueblo
AICPA SOC School
16
1850*
1950
COCPA
8/13/18
The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)
4
200
285
Pueblo
8/14/18
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
200
285
Colorado Springs
8/14/18
The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)
4
200
285
Colorado Springs
8/30/18
Annual CFO Spotlight: Technical Competence
8
385
550
COCPA
9/24/18
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
200
285
Ft. Collins
7/2627/18
+
*AICPA members receive an additional discount.
14
COCPA QuickSearch
Key
NonMember member Fee Fee
Date
Course Title
CPE
9/24/18
The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)
4
200
285
Ft. Collins
9/25/18
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
200
285
Westminster
9/25/18
Forensic Investigations: Key Tools to Success (12:30 - 4:00 pm)
4
200
285
Westminster
9/26/18
Annual Update for Accountants and Auditors
8
370
529
COCPA
9/27/18
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (12:30 - 4:00 pm)
4
185
264
COCPA
9/28/18
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
200
285
Grand Junction
9/28/18
The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)
4
200
285
Grand Junction
11/2/18
Auditing Employee Benefit Plans
8
370
529
COCPA
11/8/18
2018 Accounting and Auditing Conference
8
375
535
COCPA
A
11/14/18
Identity Theft: Preventing, Detecting, and Investigating Identity Theft
8
370
529
COCPA
A
11/26/18
Accounting and Auditing Update for Small Businesses
8
365
521
COCPA
11/27/18
Forensic Investigations: Key Tools to Success (8:30 am - 12:00 pm)
4
185
264
COCPA
11/27/18
Preparation, Compilation, and Review Engagements: Update and Review (12:30 - 4:00 pm)
4
185
264
COCPA
12/10/18
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (8:30 am - 12:00 pm)
4
185
264
COCPA
12/10/18
The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)
4
185
264
COCPA
12/11/18
Construction Contractors: Accounting, Auditing, and Tax
8
365
521
COCPA
SEC Reporting
16
695
994
COCPA
A
A
12/1718/18
Location
ACCOUNTING AND AUDITING – GOVERNMENT 8/22/18
Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs
8
370
529
COCPA
Y A
9/20/18
Accounting and Reporting for Not-for-Profit Organizations
8
370
529
COCPA
Y A
10/24/18
Not-for-Profit Financial Reporting: Mastering the Unique Requirements
8
370
529
COCPA
10/25/18
Not-for-Profit Accounting and Auditing Update
8
370
529
COCPA
Y
Y
May/June/July
15
Key Y
Date
Course Title
NonCPE Member member Fee Fee
Location
10/31/18
2018 Governmental Conference
8
375
535
COCPA
12/3/18
Governmental Accounting and Auditing Update
8
365
521
COCPA
+ Y
12/4/18
Real-World Frauds Found in Governments (8:30 am - 12:00 pm)
4
185
264
COCPA
+ Y
12/4/18
Real-World Frauds Found in Not-for-Profits (12:30 - 4:00 pm)
4
185
264
COCPA
Y A
12/5/18
Yellow Book: Government Auditing Standards
8
370
529
COCPA
AICPA Financial Planning and Analysis Conference
18
1420*
1520
Denver
8/28/18
Determining How Much Money You Need To Retire: Practical Planning Strategies
8
385
550
COCPA
11/1/18
Retirement: How to Navigate Through the Uncertain Voyage
8
370
529
COCPA
8
370
529
COCPA
8
370
529
COCPA
YA
ADMINISTRATIVE PRACTICE 7/1618/18
BUSINESS LAW A
11/13/18
Employment Law Update: Key Risks and Recent Trends
COMMUNICATIONS AND MARKETING 6/20/18
Taking the Numb Out of Numbers: How to Explain and Present Financial Information With Clarity
COMPUTER SOFTWARE & APPLICATIONS/INFORMATION TECHNOLOGY
+
8/30/18
2018 Technology Conference - Day 1
8
375
535
Denver
8/31/18
2018 Technology Conference - Day 2
8
375
535
Denver
9/27/18
Cybersecurity Risk Management Program: What You Need to Know (8:30 am - 12:00 pm)
4
185
264
COCPA
10/2223/18
Excel Boot Camp - Two Days of Intensive Excel Training
16
694
994
COCPA
11/9/18
Cash Management Techniques, Systems & Solutions: Make Your Money Work Harder (8:30 am - 12:00 pm)
4
185
264
COCPA
11/15/18
Annual Update for Controllers
8
370
529
COCPA
11/16/18
Analytics and Big Data for Accountants
8
365
521
COCPA
FINANCE
A A
*AICPA members receive an additional discount.
16
COCPA QuickSearch
Key
NonCPE Member member Fee Fee
Date
Course Title
Location
12/12/18
Thriving In A Chaotic Economic Environment: Planning And Strategy Formulation For Your Organization (8:30 am - 12:00 pm)
4
195
280
COCPA
12/12/18
Innovative Forecasting And Budgeting: Moving Beyond The Traditional Techniques (12:30 - 4:00 pm)
4
195
280
COCPA
12/13/18
Current Developments And Best Practices For Today’s CFOs And Controllers
8
385
550
COCPA
AICPA Business Valuation School
45
2295*
2395
Denver
5/22/18
2018 Not-for-Profit Conference
8
335
479
Denver
8/15/18
2018 Marijuana Business Symposium
8
370
529
COCPA
8/17/18
2018 Emerging Leader Symposium
8
399
570
Denver
8/24/18
2018 Women’s Summit: Strategies for the Successful Woman CPA
8
375
535
Denver
10/26/18
2018 CPAs in Industry Conference
8
375
535
Denver
12/14/18
2018 Mix and Match Conference
8
375
535
Denver
12/19/18
2018 SEC and PCAOB Conference
8
375
535
Denver
5/21/18
A Deeper Look into The Tax Cuts and Jobs Act of 2017 (8:30 am - 12:00 pm)
4
200
285
Colorado Springs
5/30/18
A Deeper Look into The Tax Cuts and Jobs Act of 2017 (8:30 am - 12:00 pm)
4
185
264
COCPA
+
6/26/18
A Deeper Look into The Tax Cuts and Jobs Act of 2017 (8:30 am - 12:00 pm)
4
200
285
Westminster
+
7/9/18
Tax Cuts and Jobs Act: Individual and Investments (8:30 am - 12:00 pm)
4
185
264
COCPA
+
7/9/18
Tax Cuts and Jobs Act: Business Deductions and Cost Recovery (12:30 - 4:30 pm)
4
185
264
COCPA
+
7/10/18
Tax Cuts and Jobs Act: §199A Pass-Through Deduction and C Corp vs. Pass-Through (8:30 am - 12:00 pm)
4
185
264
COCPA
+
7/10/18
Centralized Partnership Audit Rules: Prepare in Earnest and Other Freight Train Stories (12:30 - 4:30 pm)
4
185
264
COCPA
A
7/24/18
Form 990: Mastering Its Unique Characteristics
8
370
529
COCPA
A
8/8/18
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs
8
370
529
COCPA
A
8/9/18
Form 1041: Income Taxation of Estates and Trusts
8
370
529
COCPA
SPECIALIZED KNOWLEDGE 5/7-11/18
TAXES + +
*AICPA members receive an additional discount. May/June/July
17
Key +
A
A
18
Date
Course Title
NonCPE Member member Fee Fee
Location
8/13/18
The New Tax Law Means New Tax Planning for Agriculture
8
395
564
COCPA
8/27/18
The Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas
8
425
607
Glenwood Springs
8/29/18
The Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas
8
385
550
COCPA
8/30/18
Maximizing Your Social Security Benefits (8:30 am - 12:00 pm)
4
200
285
Longmont
8/30/18
Select Estate And Life Planning Issues For The Middle-Income Client (12:30 - 4:00 pm)
4
200
285
Longmont
10/29/18
Best Practices for Payroll Taxes and 1099 Issues
8
370
529
COCPA
10/30/18
Smart Tax Planning Strategies for Individuals (8:30 am - 12:00 pm)
4
200
285
COCPA
10/30/18
Capitalized Costs and Depreciation: Key Issues and Answers (12:30 - 4:00 pm)
4
200
285
COCPA
10/30/18
Tax Year in Review and 2018 Planning
8
385
550
Sterling
11/5/18
Health Care Reform Act: Critical Tax and Insurance Ramifications (12:30 - 4:00 pm)
4
185
264
COCPA
11/5/18
Social Security and Medicare: Maximizing Retirement Benefits (8:30 am - 12:00 pm)
4
185
264
COCPA
11/5/18
Tax Year in Review and 2018 Planning
8
410
585
Steamboat Springs
11/6/18
Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
4
185
264
COCPA
11/6/18
IRS Disputes: Identifying Options for Your Client (12:30 - 4:00 pm)
4
185
264
COCPA
11/7/18
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
200
285
Durango
11/7/18
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
200
285
Durango
11/12/18
Tax Year in Review and 2018 Planning
8
395
565
Grand Junction
11/13/18
Tax Year in Review and 2018 Planning
8
410
585
Glenwood Springs
11/15/18
Annual Tax Update: Corporations and Pass-Through Entities
8
395
565
Westminster
11/16/18
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
200
285
Longmont
11/16/18
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
200
285
Longmont
11/26/18
The Best S Corporation, Limited Liability, and Partnership Update
8
395
565
Ft. Collins
COCPA QuickSearch
Key
NonCPE Member member Fee Fee
Date
Course Title
11/27/18
The Best S Corporation, Limited Liability, and Partnership Update
8
395
565
Boulder
11/29/18
Corporate Tax Workshop: Get Ready for Busy Season
8
365
521
COCPA
11/29/18
Tax Year in Review and 2018 Planning
8
395
565
Pueblo
11/30/18
Advanced Tax Strategies for LLCs & Partnerships
8
365
521
COCPA
11/30/18
Tax Year in Review and 2018 Planning
8
395
565
Colorado Springs
12/3/18
Tax Year in Review and 2018 Planning
8
393
565
Longmont
12/4/18
Reviewing Partnership Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
200
285
Pueblo
12/4/18
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)
4
200
285
Pueblo
12/5/18
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
185
264
COCPA
12/5/18
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
185
264
COCPA
12/6/18
Reviewing S Corporation Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
185
264
COCPA
12/6/18
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)
4
185
264
COCPA
12/6/18
Tax Year in Review and 2018 Planning
8
410
585
Durango
A
12/7/18
Annual Tax Update: Corporations and Pass-Through Entities
8
395
565
Colorado Springs
A
12/10/18
Annual Tax Update: Corporations and Pass-Through Entities
8
395
565
Grand Junction
12/11/18
Tax Year in Review and 2018 Planning
8
395
565
Boulder
12/11/18
Reviewing Partnership Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
200
285
Glenwood Springs
12/11/18
Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
200
285
Glenwood Springs
12/13/18
Tax Year in Review and 2018 Planning
8
395
565
Ft. Collins
12/17/18
Tax Year in Review and 2018 Planning
8
395
565
Westminster
12/20/18
Tax Year in Review and 2018 Planning
8
370
529
COCPA
1/16/2019
Federal Tax Update
8
425
605
Denver
A
A
May/June/July
Location
19
GUIDING THE BUSINESSES THAT WILL PILOT AN INDUSTRY SAVE THE DATE AUGUST 15
SAVE THE DATE: August 30-31 CPE: Up to 16.0
The Technology Conference is an annual two-day event to help CPAs better leverage technology in their organizations. Discover the trends in hardware and software that are determining the future, and learn about the emerging best practices in tech strategy. Special emphasis is provided on data security and the shift toward cloud computing and mobile devices. 20
COCPA QuickSearch
COCPA
CPE Registration Form (or register online at www.cocpa.org)
COLORADO SOCIETY OF CPAS
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:_________________________________________________________ SAVE MONEY! I would like to register for the following Season Pass: ☐ 24 hr ☐ 40 hr ☐ 80 hr ☐ 120 hr 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___________ 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. •
All COCPA Policies and Procedures can be found online under the CPE drop down menu, Policies & Procedures.
May/June/July
21
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
COLORADO SOCIETY OF CPAS
COCPA
SAME COURSE • 4 OPPORTUNITIES TO ATTEND • CPE: 4.0
A DEEPER LOOK
INTO THE TAX CUTS AND JOBS ACT OF 2017 COURSE DETAILS: May 21 Colorado Springs May 30 Denver + Webcast June 26 Westminster
REGISTER TODAY: Tax.COCPA.org