QuickSearch May/June/July 2017
Get your 2017 Season Pass INSIDE FRONT COVER
Not-For-Profit Conference MAY 23
PAGE TWO
ALL-NEW QUICKSEARCH FORMAT!
One fee. Hours of CPE. 24 hours: $900 40 hours: $1,500 Members can now purchase 24, 40, 80, or 120 hours of CPE. Valid for classes occurring between May 1, 2017 - April 30, 2018, the CPE Season Pass includes group study programs: live in-person Denver and Chapter seminars, conferences, webinars (AICPA, CPA Crossings, CALCPA only), and live streaming-webcasts. Please note: LeadFit 2017, the AICPA COSO, SOC, BV School, Oil & Gas Conference, Health Care Conference, and on-demand courses are not included in the Season Pass program. For Don Farmer programs, 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 SEASON PASS, VISIT
seasonpass.cocpa.org or use the registration form at the back of this publication.
2
For a company subscription to the Season Pass call the COCPA Member Services Department at 303-773-2877.
COCPA QuickSearch
Table of Contents 2 2017 Not-For-Profit Conference 3 2017 Technology Conference 4 On-Site CPE 6 2017 Conference Schedule 7 2017 Yellow Book Schedule 8 Ethics 10 Webinars 12 Webcast and In-Classroom Courses 13 2017 Young Professionals Summit 14 Course Schedule by Date and Field of Study 21 CPE Registration Form
QuickSearch A Guide to CPE from COCPA. CPE Director Rebecca Campbell, CAE rebecca@cocpa.org CPE Operations and On-Site Programs Tiffany Carson, CMP tiffany@cocpa.org
Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111 303-773-2877 800-523-9082 Fax: 303-773-6344 www.cocpa.org
CPE Staff Accountant Susan Jimenez susanj@cocpa.org
May/June/July
1
NOT-FOR-PROFIT CONFERENCE The latest trends in the non-profit sector. MAY 23, 2017 Denver or Webcast
Inverness Hotel & Conference Center 8:25 – 8:30 am
Welcome
8:30 – 10:10 am
Implementing the New Financial Statement Presentation Standard – Practical Considerations and Alternatives
10:10 – 10:25 am
Break
10:25 – 11:15 am
Technology Strategies to Increase the Size and Value of Your Donor Base
11:15 – 12:05 pm
Winds of Change: 2017 Economic Forecast for Metro Denver
12:05 – 1:00 pm
Lunch
1:00 – 1:50 pm
Fraud Risk Management for Not-for-Profit Organizations Three Cases, Two Lessons, and One Critical Action
1:50 – 2:40 pm
Cyber Security Risks & Remedies for Nonprofits
2:40 – 2:50 pm
Break
Tim McCutcheon, Eide Bailly LLP
Ben Allen, Allen Technology Advising
Patty Silverstein, Development Research Partners
John Hall, Hall Consulting
Dan Domagala, EKS&H LLLP
Financial Statements from the Grantor Perspective 2:50 – 3:40 pm
3:40 – 4:30 pm
4:30 – 6:00 pm
2
Lori Anne Reinwald, moderator, Kundinger, Corder & Engle PC Julie Lerudis, Boettcher Foundation Susan Steele, Buell Foundation Christiano Sosa, The Denver Foundation Bill Fowler, Daniels Fund
Accounting for New Revenue Recognition and Lease Accounting Kathy Lawson, SingerLewak Manda Dinkel, SingerLewak
Networking Reception Sponsored By McPherson Breyfogle Daveline & Goodrich PC, Pueblo, CO Kundinger Corder & Engle PC, Denver, CO COCPA QuickSearch
Technology Technology Technology Conference Conference Conference
for Accountants for Accountants
for Accountants Strategy, tools, & skills to succeed for Accountants
AUGUST 28–29, 2017
2 DAYS. 15 BREAKOUT SESSIONS. DON’T MISS THIS YEAR’S TECHNOLOGY CONFERENCE. Designed for busy accounting and financial professionals who want to improve their personal and organizational productivity, the Technology Conference aims to determine how to utilize existing and future technologies to address the needs of your organization, describe trends in hardware and software in order to make more informed decisions for your business and your clients, develop and implement strategies for Cloud computing and the Mobile Office, and utilize Microsoft Office’s most powerful features.
TOPICS INCLUDE: • Tech Update • Detecting and Preventing Computer Fraud • Working Effectively from Anywhere
• Hot Tech Tools, Apps, & Services • What’s New with Microsoft Office 365
REFER A NEW ATTENDEE AND BOTH RECEIVE A GIFT CARD AMAZON GIFT CARD DRAWINGS AT THE END OF THE DAY
Visit tech-conf.cocpa.org to register. 3 May/June/July
3 COCPA QuickSearch
ON-SITE CPE PROGRAMS 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 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.
INTERACTIVE SESSIONS KEEP YOUR ORGANIZATION CURRENT ON KEY TOPICS SUCH AS: • Ethics • Governmental and Nonprofit Annual Update • Leases: Understanding the New Standard • Revenue Recognition: What You Need to Know • Tax Update
NOW IS THE TIME TO SCHEDULE ON-SITE ETHICS CPE! To learn more about our On-site CPE programs or to book a 2017 On-site-course date, please contact Tiffany Carson at tiffany@cocpa.org 4 or 303-741-8621 today. 4 May/June/July COCPA QuickSearch
COSO: THE GOLD STANDARD OF INTERNAL CONTROL JUST GOT BETTER. NOW AVAILABLE: SELF-STUDY ONLINE FORMAT REGISTER NOW: JUNE 13–15 • ENGLEWOOD, CO The COSO Internal Control Certificate Program offers you a unique opportunity to develop your knowlege in designing, implementing and monitoring a system of internal control. You can choose a blend of self-paced and live, interactive training or a convenient, self-study online learning format to earn the COSO Internal Control Certificate. The program guides you through COSO’s 2013 Internal Control — Integrated Framework (the Framework) from start to finish and, through the use of real-world scenarios, enables you to: • Recall key points related to the principles-based approach • Recognize ways to identify, analyze and respond to risks in your business • Develop confidence in your system of internal control
The Framework for Real-World Success!
AICPAStore.com/cosoCO | 888.777.7077
2017 Business Valuation School June 19–23, 2017 | Colorado Society of CPAs | Englewood, CO The comprehensive 2017 AICPA National Business Valuation School program can help CPAs and financial professionals broaden their skills to confidently assess and maximize the value of a client’s business. During five intensive days, you’ll learn the relevant new theories, applications, best practice methods and hot-button controversies. Make the smart investment in your career – this training program helps you meet the learning requirements to pursue the ABV Credential, and offers the resources to thrive in this practice niche. Recommended CPE Credit: 45
REGISTER TODAY! Early Bird Register By 5/5/17
SAVE $75
AICPAStore.com/bvsCO | 888.777.7077
2017 Conference Schedule This year’s conferences are one of the best ways to hear the latest information by industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. Most 2017 conferences are also available via live webcast. *This conference is produced by the AICPA and does not qualify for the Season Pass program.
5/23
Not-for-Profit Conference
8/18
Young Professionals Summit
8/22
Personal Financial Planning Conference
8/25
Women’s Summit
8/28-29 Technology Conference
11/6-8
AICPA Oil and Gas Conference*
11/8-10
AICPA Health Care Industry Conference*
11/14
Accounting and Auditing Conference
11/17
Real Estate Conference
10/24
CPAs in Industry Conference
12/13
SEC and PCAOB Conference
10/31
Governmental Conference
12/18
Mix and Match Conference
1/25
Don Farmer
Register coworkers and watch the webcast together!
SAVE THE DATE and Nominate a Woman to Watch Thursday, June 1 • Denver womentowatch.cocpa.org 6
COCPA QuickSearch
2017 Yellow Book Schedule 8/22
Annual Update for Governments and Not-forProfits (4 hours)
Pueblo
8/22
GASB Statement Nos. 74 & 75 – Best Practices in OPEB Accounting & Auditing (4 hours)
Pueblo
8/23
Audits of State and Local Governments: What You Need to Know
COCPA
8/24
Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs
COCPA
8/31
Accounting and Reporting for Not-for-Profit Organizations
COCPA
9/19
Case Studies in Not-for-Profit Accounting and Auditing
COCPA
10/31
2017 Governmental Conference
Denver
11/6
Applying the Uniform Guidance in Your Single Audits
COCPA
11/7
Not-for-Profit Accounting and Auditing Update
COCPA
11/8
GASB Statement Nos. 74 & 75 – Best Practices in OPEB Accounting & Auditing (4 hours)
COCPA
11/8
Governmental Pensions: Prepare for a Changing Landscape (4 hours)
COCPA
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
May/June/July
7
2017 Ethics Schedule The A.R.T. of Work: Accountability, Respect, and Trust 8/31
Sterling
1:00 – 2:40 pm
10/17
COCPA or Webcast
8:30 – 10:10 am
10/23
Ft. Collins
1:00 – 2:40 pm
11/2
COCPA or Webcast
1:00 – 2:40 pm
12/19
Webcast only
8:30 – 10:10 am
Colorado Board of Accountancy Statutes, Rules, and Regulations 6/7
COCPA or Webcast
8:30 – 10:10 am
8/9
COCPA or Webcast
8:30 – 10:10 am
8/15
Durango
12:30 – 2:10 pm
8/22
Boulder
8:30 – 10:10 am
9/25
Longmont
8:30 – 10:10 am
9/28
COCPA or Webcast
8:30 – 10:10 am
12/7
Webcast only
8:30 – 10:10 am
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 8/31
Sterling
3:00 – 4:40 pm
10/17
COCPA or Webcast
10:30 am – 12:10 pm
10/23
Ft. Collins
3:00 – 4:40 pm
11/2
COCPA or Webcast
3:00 – 4:40 pm
12/19
Webcast only
10:30 am – 12:10 pm
Ethics and the AICPA’s Principles, Rules, and Responsibilities
8
6/7
COCPA or Webcast
10:30 am – 12:10 pm
8/9
COCPA or Webcast
10:30 am – 12:10 pm
8/15
Durango
2:30 – 4:10 pm
8/22
Boulder
10:30 am – 12:10 pm
9/25
Longmont
10:30 am – 12:10 pm
9/28
COCPA or Webcast
10:30 am – 12:10 pm
12/7
Webcast only
10:30 am – 12:10 pm
COCPA QuickSearch
NEW
NEW
Ethics: Risk & Sustainability 9/18
COCPA or Webcast
8:30 am – 12:00 pm
11/2
COCPA or Webcast
8:30 am – 12:00 pm
12/6
COCPA or Webcast
8:30 am – 12:00 pm
The Psychology of Ethics 8/21
Colorado Springs
1:00 – 4:30 pm
10/25
COCPA or Webcast
8:30 am – 12:00 pm
11/30
COCPA or Webcast
12:30 – 4:00 pm
12/6
COCPA or Webcast
12:30 – 4:00 pm
When Good CPAs Go Bad: Ethics & Cases 8/30
Westminster
8:30 am – 12:00 pm
11/30
COCPA or Webcast
8:30 am – 12:00 pm
12/13
COCPA
8:30 am – 12:00 pm
Video On-Demand Ethics Colorado State Board of Accountancy Statutes, Rules, and Regulations Instructor: Rosemary Weiss This video-based program fulfills the Colorado State Board of Accountancy’s ethics requirement for active certificate holders. It also fulfills the CR&R requirement that newly licensed certificate holders must meet within six months of licensure.
Making Ethics Count: CPAs & Ethics Instructor: Dan Chenoweth Also video-based, this course fulfills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Dan Chenoweth leads you through this thought-provoking and information-filled interactive course.
The AICPA’s Principles, Rules, & Responsibilities Instructor: Rosemary Weiss This last video-based course also fulfills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Using the AICPA’s code of conduct and participant’s ethics dilemmas, you’ll gain additional tools to help you make ethical decisions.
May/June/July
9
Webinar Schedule Accounting and Auditing 5/1
Defective Compensation Systems: When Bonuses and Incentives Go Bad (2 hrs)
5/8
Revenue Recognition - 10 Risks NOT in the New Standard (2 hrs)
5/11
Detecting and Preventing Accounts Receivable Fraud (2 hrs)
6/5
Supplier Audits: to Protect Your Bottom Line (2 hrs)
6/12
The New Clarified Attestation Standards: What You Need to Know (4 hrs)
6/30
10 Commonly Missed Analytical Procedures (2 hrs)
7/13
Small GAAP: AICPA Private Company Financial Reporting Standards (2 hrs)
7/24
Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors (8 hrs)
7/28
Improve Your Profit: Identify Cost Cutting Opportunities (2 hrs)
Accounting and Auditing (Government) 5/22
Applying the Uniform Guidance in Your Single Audits (8 hrs)
6/1
Fraud Risk in Governmental and Not-for-Profit Organizations (4 hrs)
7/7
Financial Reporting for Not-for-Profit Entities (4 hrs)
7/27
Audits of HUD-Assisted Projects (4 hrs)
Business Law 5/25
Employment Law Update: Examining Critical Issues with FMLA, HIPPA, COBRA, ADA, and More (4 hrs)
6/6
How CPAs Can Help Clients in Mediation (1 hr)
7/27
Employment Law Update: Reducing Employer Liability (4 hrs)
Business Management and Organization
10
6/2
10 Fatal Mistakes to Avoid: Learn from Other’s Business Errors (2 hrs)
6/16
Develop Your Company’s Scorecard: Keep Success on Track (2 hrs)
6/22
The CFO: 5 Critical Skills to Maximize Profits (2 hrs)
6/27
The Finance and Accounting Organization as Strategist and Partner to the Business (1 hr)
7/27
What is the “Realization Rate” of Your Firm’s Future Value (1 hr)
7/31
The Finance Team of Tomorrow: Reinventing the Finance Role (2 hrs) COCPA QuickSearch
Computer Science 5/2
Big Data and Data Analytics - What They’re All About (2 hrs)
5/11
Google Business Tools for Accountants - What They’re All About (2 hrs)
6/7
10 Steps to a Digital Office in the Cloud (2 hrs)
6/13
Time to Get Serious About Information Security (2 hrs)
7/14
How Technology is Impacting the Accounting Profession (2 hrs)
7/20
Expense Management via the Cloud (2 hrs)
Finance 5/25
The CFO: 5 Critical Skills to Become a Leader (2 hrs)
7/14
Creating Equity Compensation Plans (2 hrs)
Specialized Knowledge 5/2
Using Microsoft OneNote as a MAP Handbook Tool (2 hrs)
5/12
KPI Dashboards - The New Financial Reporting Model (2 hrs)
6/29
The New Power Query: Get and Transform Your Data in Excel 2016 (2 hrs)
7/19
Taking A Fresh Look At Reverse Mortgages (2 hrs)
7/25
2017 Technology Update (2 hrs)
7/26
Streamlined Excel Reporting Series Session 1: PivotTable Fundamentals (2 hrs)
Taxes 5/11
Real Estate Tax Update: Key Changes for Investors and Owners (2 hrs)
5/31
Business Tax Update and Recent Developments (2 hrs)
6/1
Key Tax Strategies for Partnerships and LLCs (2 hrs)
6/21
Tax Accounting for Inventories (2 hrs)
7/7
Introduction to Business Acquisitions (8 hrs)
7/17
Best Practices for Payroll Taxes and 1099 Issues (8 hrs)
7/27
Capitalized Costs and Depreciation: Key Issues and Answers (4 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
5/23
2017 Not-for-Profit Conference
6/7
Colorado Board of Accountancy Statutes, Rules, and Regulations
6/7
Ethics and the AICPA’s Principles, Rules, and Responsibilities
8/9
Colorado Board of Accountancy Statutes, Rules, and Regulations
8/9
Ethics and the AICPA’s Principles, Rules, and Responsibilities
8/14
Farm and Ranch Taxation
8/16
Marijuana Business Symposium
8/17
Restaurant Accounting and Controls 2017
8/22
2017 Personal Financial Planning Conference
8/24
Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs
9/18
Ethics: Risk & Sustainability
9/26
Annual Update for Accountants and Auditors
9/28
Colorado Board of Accountancy Statutes, Rules, and Regulations
9/28
Ethics and the AICPA’s Principles, Rules, and Responsibilities
10/17
The A.R.T. of Work: Accountability, Respect, and Trust
10/17
Ethical Terrain: Nurturing and Cultivating and Ethical Work Environment
10/24
2017 CPAs in Industry Conference
10/25
The Psychology of Ethics
10/31
2017 Governmental Conference
11/2
Ethics: Risk & Sustainability
11/2
The A.R.T. of Work: Accountability, Respect, and Trust
11/2
Ethical Terrain: Nurturing and Cultivating and Ethical Work Environment
11/7
Not-for-Profit Accounting and Auditing Update
11/10
Capitalized Costs and Depreciation: Key Issues and Answers
11/10
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships
11/13
Corporate Tax Workshop: Get Ready for Busy Season
11/14
2017 Accounting and Auditing Conference
11/15
Annual Update for Controllers
11/17
2017 Real Estate Conference
11/27
Leases: Mastering the New FASB Requirement COCPA QuickSearch
YOUNG PROFESSIONALS S UM MIT
The next step on your path to success.
Register at young-pros.cocpa.org
ALL NEW! THE YOUNG PROFESSIONALS SUMMIT AUGUST 18, 2017 at Denver Union Station Improving your skills and your confidence. Both are critical for you to succeed early in your career. This is why you are invited to The Young Professionals Summit. Hear stories from other CPAs about how they “made it” and discover new ways you can apply your unique talents at work. The event will help increase your understanding of what success means to you and supply tools to develop your strengths.
TOPICS INCLUDE: • Finding and applying your strengths • Effective communication across differences and during conflict • “What I’ve Learned Along the Way” - a panel discussion from industry leaders • Rethinking generational differences for today’s reality • State of the profession
Space is limited. May/June/July
13
Course Schedule by Date and Field of Study To register for courses, please visit www.cocpa.org, or register using the form in the back of this publication. For full course registration policies, please visit www.cocpa.org. KEY: A: AICPA members who register for these courses will receive an additional $30 per day discount. +: New Course in 2017
KEY
Date
: Live-Streaming Webcast Y: Meets Yellow Book Requirement
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
25.5
170230544 –
2299 – 2299
Denver
ACCOUNTING AND AUDITING
A A
6/1315/17
AICPA COSO Internal Control Certificate Program
7/1213/17
AICPA Service Organziation Controls (SOC) School: Guidance for Successful Engagements
16
170320544 –
1845 – 1845
Denver
9/2021/17
SEC Reporting
16
170526501 –
695 – 994
Denver
09/26/17 Annual Update for Accountants and Auditors
8
170535801 – 170535920
365 – 521
Denver
A
09/27/17
Internal Control Best Practices for Small- and Medium-Sized Entities
8
170542601 –
365 – 521
Denver
A
10/23/17
Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements
8
170630201 –
365 – 521
Denver
A
10/24/17
Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes
8
170642701 –
365 – 521
Denver
A
11/01/17 Auditing Employee Benefit Plans
8
170714601 –
365 – 521
Denver
8
170725801 –
365 – 521
Denver
11/14/17 2017 Accounting and Auditing Conference
8
170762715 – 170762822
365 – 521
Englewood
A+
11/03/17
Integrating Audit Data Analytics into the Audit Process
A
11/27/17
Leases: Mastering the New FASB Requirements
8
170769401 – 170769520
365 – 521
Denver
A
11/28/17
Revenue Recognition: Mastering the New FASB Requirements
8
170771201 – 170771320
365 – 521
Denver
+
12/07/17
The New Clarified Attestation Standards: What You Need to Know (12:30 - 4:00 pm)
4
170839401 –
185 – 264
Denver
A
12/08/17
Real World Fraud in Today’s Small- to Medium- Sized Entities
8
170847201 –
365 – 521
Denver
14
COCPA QuickSearch
KEY
Date
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
4
170864209 –
200 – 285
Pueblo
ACCOUNTING AND AUDITING, continued Interpreting the New Revenue Recognition 12/14/17 Standard: What All CPAs Need to Know (8:30 am - 12:00 pm) 12/14/17
Accounting and Auditing Update (12:30 - 4:00 pm)
4
170865109 –
200 – 285
Pueblo
12/15/17
Accounting and Auditing Update (8:30 am - 12:00 pm)
4
170869109 –
200 – 285
Westminster
+
12/15/17
The Bottom Line on the New Lease Accounting Requirements (12:30 - 4:00 pm)
4
170869309 –
200 – 285
Westminster
A
12/1819/17
SEC Reporting
16
170870201 –
695 – 994
Denver
4
170463409 –
200 – 285
Pueblo
4
170464209 –
200 – 285
Pueblo
Audits of State and Local Governments: What You Need to Know
8
170465901 –
365 – 521
Denver
Annual Update: Top 12 Governmental and 08/24/17 Not-for-Profit Accounting and Auditing Issues Facing CPAs
8
170467201 – 170467320
365 – 521
Denver
ACCOUNTING AND AUDITING – GOVERNMENT 08/22/17
Y
Annual Update for Governments and Not-forProfits (8:30 am - 12:00 pm)
+Y
GASB Statement Nos. 74 & 75 – Best 08/22/17 Practices in OPEB Accounting & Auditing (12:30 - 4:00 pm)
YA
08/23/17
A
Y
AY
08/31/17
Accounting and Reporting for Not-for-Profit Organizations
8
170487201 –
365 – 521
Denver
A+ Y
09/19/17
Case Studies in Not-for-Profit Accounting and Auditing
8
170519801 –
365 – 521
Denver
8
170693615 – 170693722
365 – 521
Englewood
Y 10/31/17 2017 Governmental Conference AY A
Y
11/06/17
Applying the Uniform Guidance in Your Single Audits
8
170727601 –
365 – 521
Denver
11/07/17
Not-for-Profit Accounting and Auditing Update
8
170739401 – 170739520
365 – 521
Denver
4
170743901 –
185 – 264
Denver
+Y
GASB Statement Nos. 74 & 75 – Best 11/08/17 Practices in OPEB Accounting & Auditing (8:30 am - 12:00 pm)
+Y
11/08/17
Governmental Pensions: Prepare for a Changing Landscape (12:30 - 4:00 pm)
4
170746301 –
185 – 264
Denver
Y
12/04/17
Governmental Accounting and Auditing Update
8
170825201 – 170825320
365 – 521
Denver
AY
12/05/17
Frequent Frauds Found in Governments and Not-for-Profits
8
170827401 –
365 – 521
Denver
A
May/June/July
15
KEY
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
8
170829401 –
365 – 521
Denver
Determining How Much Money You Need to 07/20/17 Retire, and Tax Ideas and Money Management in Retirement
8
170352401 –
385 – 550
Denver
Determining How Much Money You Need to 07/21/17 Retire, and Tax Ideas and Money Management in Retirement
8
170360609 –
410 – 585
Longmont
08/22/17 2017 Personal Financial Planning Conference
8
170462315 – 170462422
365 – 521
Denver
Determining How Much Money You Need to 10/26/17 Retire, and Tax Ideas and Money Management in Retirement
8
170659609 –
410 – 585
Pueblo
Date
Course Title
CPE
ACCOUNTING & AUDITING – GOVERNMENT, continued AY
12/06/17 Yellow Book: Government Auditing Standards
ADMINISTRATIVE PRACTICE
11/01/17
Retirement: How to Navigate through the Uncertain Voyage
8
170717309 –
410 – 585
Boulder
11/03/17
Retirement: How to Navigate through the Uncertain Voyage
8
170726109 –
395 – 565
Grand Junction
11/29/17
Retirement: How to Navigate through the Uncertain Voyage
8
170775809 –
410 – 585
Durango
12/01/17
Retirement: How to Navigate through the Uncertain Voyage
8
170824301 –
365 – 521
Denver
BUSINESS LAW A
08/15/17
Employment Law Update: Key Risks and Recent Trends
8
170457809 –
410 – 585
Boulder
A
10/30/17
Employment Law Update: Key Risks and Recent Trends
8
170672301 –
365 – 521
Denver
2
170659020 –
95 – 135
Video Only*
8
170765801 –
365 – 521
Denver
08/28/17 2017 Technology Conference - Day 1
8
170473815 –
350 – 500
Denver
08/29/17 2017 Technology Conference - Day 2
8
170475215 –
350 – 500
Denver
BUSINESS MANAGEMENT & ORGANIZATION +
10/26/17 Basics of Creating a Legendary Business
A
11/16/17
Transforming Your Role as Controller to Business Partner
COMPUTER SCIENCE
*Attendees must have a camera and microphone to participate in this class.
16
COCPA QuickSearch
KEY
Date
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
16
170629301 –
695 – 994
Denver
COMPUTER SCIENCE, continued 10/1920/17
Excel Boot Camp
FINANCE A
08/14/17 Financial Forecasting and Decision Making
8
170457309 –
395 – 565
Fort Collins
+
10/31/17
Annual CFO Spotlight: Corporate Finance Skills
8
170682501 –
385 – 550
Denver
8
170764201 – 170764320
365 – 521
Denver
4
170838901 –
185 – 264
Denver
8
170863701 –
385 – 550
Denver
8
170865801 – 170867520
385 – 550
Denver
8
170775101 –
355 – 507
Denver
2
170715020 –
95 – 135
Video Only*
05/23/17 2017 Not-for-Profit Conference
8
170134215 – 170134322
325 – 464
Englewood
6/1923/17
45
170240744 –
2320 – 2320
Denver
08/16/17 2017 Marijuana Business Symposium
8
170459601 – 170459720
365 – 521
Denver
08/17/17 Restaurant Accounting and Controls 2017
8
170460301 – 170460420
365 – 521
Denver
08/18/17 2017 Young Professionals Summit
8
170460815 –
399 – 570
Denver
8
170472415 –
365 – 521
Denver
A
11/15/17 Annual Update for Controllers 12/07/17
+
CFO/Controllers’ Roadmap to Organization 12/14/17 Success with Integrated Planning, Forecasting, and Budgeting. 12/15/17
+
Analyzing a Company’s Financial Statement (8:30 am - 12:00 pm)
Current Developments and Best Practices for Today’s CFOs and Controllers
MANAGEMENT ADVISORY SERVICES Financial Transformation to Achieving 11/29/17 Breakthrough Improvements in Financial and Operational Performance
PERSONNEL/HR +
11/01/17
Motivating, Retaining, and Elevating Your Staff (8:30 - 10:10 am)
SPECIALIZED KNOWLEDGE
+ +
08/25/17
AICPA Business Valuation School
2017 Women’s Summit: Strategies for the Successful Woman CPA
*Attendees must have a camera and microphone to participate in this class. May/June/July
17
KEY
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
10/24/17 2017 CPAs in Industry Conference
8
170646415 – 170646522
365 – 521
Denver
11/68/17
2017 AICPA Oil & Gas Conference
8
170728015 –
1240 – 1240
Denver
11/810/17
2017 AICPA Health Care Industry Conference
8
170747344 –
1260 – 1260
Denver
11/17/17 2017 Real Estate Conference
8
170767515 – 170767622
365 – 521
Denver
12/13/17 2017 SEC and PCAOB Conference
8
170862415 – 170862522
365 – 521
Englewood
12/18/17 2017 Mix and Match Conference
8
170871315 – 170871422
365 – 521
Englewood
Social Security, Medicare, and Prescription 07/19/17 Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
8
170341201 –
385 – 550
Denver
Social Security, Medicare, and Prescription 08/11/17 Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
8
170456109 –
425 – 607
Aspen/Glenwood Springs
08/14/17 Farm and Ranch Taxation
8
170432401 – 170432520
395 – 564
Denver
Date
Course Title
SPECIALIZED KNOWLEDGE, continued
+
TAX
A
10/26/17
Tax Considerations and Consequences for Closely Held Businesses
8
170658101 –
365 – 521
Denver
A
10/27/17
Annual Tax Update: Corporations and PassThrough Entities
8
170661301 –
365 – 521
Denver
4
170664709 –
225 – 321
Colorado Springs
4
170664909 –
225 – 321
Colorado Springs
10/27/17 Tax Year in Review and 2017 Planning
8
170669809 –
410 – 585
Steamboat Springs
10/30/17 Tax Year in Review and 2017 Planning
8
170674809 –
385 – 550
Sterling
Reviewing Partnership Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4
170723709 –
200 – 285
Fort Collins
Tax Planning Strategies for Small Businesses: 11/02/17 Corporations, Partnerships, & LLCs (12:30 - 4:00 pm)
4
170723909 –
200 – 285
Fort Collins
The Best S Corporation, Limited Liability, and Partnership Update
8
170728309 –
410 – 585
Longmont
10/27/17 Top Tax and Financial Planning Ideas of 2017 10/27/17
+
11/02/17
11/06/17
18
Maximizing Your Social Security Benefits (12:30 - 4:00 pm)
COCPA QuickSearch
KEY
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
The Best S Corporation, Limited Liability, and Partnership Update
8
170742609 –
410 – 585
Westminster
Tax Planning Strategies for Small Businesses: 11/09/17 Corporations, Partnerships, & LLCs (8:30 am - 12:00 pm)
4
170748501 –
185 – 264
Denver
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170748701 –
185 – 264
Denver
8
170749809 –
395 – 565
Grand Junction
4
170753401 – 170753520
185 – 264
Denver
Tax Consequences and Reporting Issues 11/10/17 of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)
4
170756101 – 170756220
185 – 264
Denver
11/10/17 Tax Year in Review and 2017 Planning
8
170758409 –
410 – 585
Aspen/Glenwood Springs
8
170759701 – 170759820
365 – 521
Denver
11/16/17 Tax Year in Review and 2017 Planning
8
170766809 –
395 – 565
Pueblo
11/17/17 Tax Year in Review and 2017 Planning
8
170768909 –
395 – 565
Colorado Springs
11/28/17 Tax Year in Review and 2017 Planning
8
170774609 –
410 – 585
Durango
11/30/17 Tax Year in Review and 2017 Planning
8
170785109 –
395 – 565
Longmont
12/05/17 Tax Year in Review and 2017 Planning
8
170828309 –
395 – 565
Fort Collins
12/07/17 Tax Year in Review and 2017 Planning
8
170840609 –
410 – 585
Boulder
Date
TAX, continued 11/07/17
+
11/09/17
11/09/17 Tax Year in Review and 2017 Planning 11/10/17
A+
11/13/17
Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am - 12:00 pm)
Corporate Tax Workshop: Get Ready for Busy Season
12/11/17
Social Security and Medicare: Maximizing Retirement Benefits (8:30 am - 12:00 pm)
4
170849501 – 170849620
185 – 264
Denver
12/11/17
Health Care Reform Act: Critical Tax and Insurance Ramifications (12:30 - 4:00 pm)
4
170851201 – 170851320
185 – 264
Denver
4
170853509 –
200 – 285
Grand Junction
Tax Consequences and Reporting Issues of 12/11/17 LLCs, LLPs, LPs, and Other Partnerships (8:30 am - 12:00 pm)
+
12/11/17
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170853709 –
200 – 285
Grand Junction
12/12/17
Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
4
170855101 –
185 – 264
Denver
May/June/July
19
KEY
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
4
170855301 –
185 – 264
Denver
12/12/17 Tax Year in Review and 2017 Planning
8
170856209 –
395 – 565
Westminster
Tax Consequences and Reporting Issues of 12/15/17 LLCs, LLPs, LPs, and Other Partnerships (8:30 am - 12:00 pm)
4
170868209 –
200 – 285
Colorado Springs
12/15/17
Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170868409 –
200 – 285
Colorado Springs
12/18/17
Annual Tax Update: Corporations and Pass-Through Entities
8
170872509 –
410 – 585
Durango
12/19/17
The Best S Corporation, Limited Liability, and Partnership Update
8
170848309 –
425 – 607
Aspen/Glenwood Springs
12/20/17 Tax Year in Review and 2017 Planning
8
170875201 – 170875320
365 – 521
Denver
1/25/18
8
170982617 – 170982724
420 – 600
Englewood
Date
Course Title
TAX, continued 12/12/17
A
Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
2017 Federal Tax Update
Increase Your Understanding of
SERVICE ORGANIZATION CONTROL REPORTS ®
Walk through complex SOC engagements during realistic case studies Take part in interactive discussions about recommended solutions Hear reporting best practices and lessons learned
REGISTER TODAY 2017 Service Organization Controls (SOC) School
20
SAVE $75
Early Bird Discount Expires 5/14 (NC) • 5/28 (CO)
SAVE AN ADDITIONAL
100
TWO LOCATIONS
$
Durham, NC • June 28–29 (SOC171) AICPAStore.com/SOCJune17
IMTA Section Members and ITP ® Credential Holders
Denver, CO • July 12–13 (SOC172) AICPAStore.com/SOCJuly17
16 CPE
Recommended Credits COCPA QuickSearch
CPE Registration Form (or register online at www.cocpa.org) Name________________________________________________ Title__________________________________________ Company_________________________________________________________________________________________ Address ___________________________________________________________________________________________ City___________________________________________________________State_______________ Zip______________ Business Phone_____________________________________Mobile Phone_____________________________________ Email Address______________________________________________________________________________________ Address is: ☐ Firm/Company ☐ Home ☐ Changed I am a member of: ☐ COCPA–Membership #__________________ ☐ AICPA–Membership #_________________________ Special needs I would like COCPA to be aware of:_________________________________________________________ I would like to register for the following Season Pass: ☐ 24 hr ☐ 40 hr ☐ 80 hr ☐ 120 hr In-class attendees: Get a $10 discount when you purchase a downloadable PDF of the book instead of a printed version. Please register me for: (If you want the course via webcast, please indicate this with a WC near the title. Thank you.) Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee _____________ _PDF (-$10)________ Total Registration Fee ______________ ☐ I have enclosed a check. ☐ Charge __________________ to my ☐ Visa ☐ MasterCard ☐ Discover ☐ American Express It is a: ☐ Company-issued card ☐ Personal card Card Number____________________________ Name of Cardholder_______________________ Exp____________ Print Name___________________________________ Signature____________________________________________ Return to: MAIL: 7887 E Belleview Ave., Suite 200, Englewood, CO 80111
PHONE: 303-773-2877 • 800-523-9082 • FAX: 303-773-6344 CANCELLATION/TRANSFER POLICY • Cancellation or transfer requests made 6 business days or more prior to the program, no fee assessed. • Cancellation or transfer requests made 2 to 5 business days prior to the program, $25 fee assessed. • Cancellation or transfer requests made 1 business day prior to or the day of the program, $50 fee assessed. • No notice of cancellation, 100% course fee assessed. •
All COCPA Policies and Procedures can be found online under the CPE drop down menu, Policies & Procedures.
May/June/July
21
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Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
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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. Participants have up to eighteen months to complete the program.
LEARN MORE AT GCOA.COCPA.ORG