QuickSearch May/June/July 2016
INTRODUCING THE COCPA
PAGE 5
Government Certificate PROGRAM
COCPA GOVERNMENT CERTIFICATE OF ACHIEVEMENT PROGRAM Earn the Governmental Certificate of Achievement and enhance your professional competence with practical skills you can apply immediately.
Why Complete the Certificate of Achievement Program?
• To demonstrate your commitment to your career as a governmental accounting professional • To keep updated on the latest rules, regulations, and pronouncements in a constantly changing regulatory environment • To demonstrate competence in the field of governmental accounting above and beyond the base level requirements needed in the field • To gain a deeper understanding of the issues involved with governmental accounting • To learn best practices to work more efficiently
8/16 8/17 8/24 10/20 11/7 11/30 12/7 12/12 12/13 12/14
Upon completion of the courses you will receive a certificate, 40 hours of CPE that also qualify for yellow book credit, and recognition in a COCPA publication as someone who has made this intentional investment in the governmental arena.
How the Certificate of Achievement Program Works:
Select five courses from the list below which best meet your needs, and register online. Participants have up to eighteen months to complete the program. Plan now to benefit from excellent instruction, high quality course content, and meaningful connections with others who work in the governmental accounting and auditing arena.
Audits of State and Local Governments: What You Need to Know (COCPA) Annual Update: Top Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs (COCPA or Webcast) Single Audits: A Case Study Approach (Webinar) 2016 Governmental Conference (Denver or Webcast) Applying the Uniform Guidance for Federal Awards in Your Single Audits (COCPA) Governmental and Not-for-Profit Annual Update (Pueblo) HUD Audits of Multi-family Housing Projects: Audit Requirements Under the HUD Audit Guide for Single Audits (Webinar) Governmental Accounting and Auditing Update (COCPA or Webcast) Frequent Frauds Found in Governments and Not-for-Profits (COCPA) Yellow Book: Government Auditing Standards (COCPA)
QuickSearch A Guide to CPE from COCPA. CPE Director Rebecca Campbell, CAE rebecca@cocpa.org CPE Operations and On-Site Programs Tiffany Carson, CMP tiffany@cocpa.org CPE Staff Accountant Susan Jimenez susanj@cocpa.org Colorado Society of CPAs 7887 E Belleview Ave., Suite 200 Englewood, CO 80111 303-773-2877 800-523-9082 Fax: 303-773-6344 www.cocpa.org
Table of Contents 2 3 4 5 6 7 10 11 12 13 24 27
2016 Not-for-Profit Conference 2016 Employee Benefit Plans Conference Tax Staff Essentials Programs Season Pass May, June, July Course Highlights 2016 Conference Schedule and Yellow Book Schedule Ethics Webinars Webcast or In-Classroom Courses Course Schedule by Date Course Schedule by Field of Study CPE Registration Form
May 24, 2016 Inverness Hotel and Conference Center or Webcast AGENDA 8:30 am – 9:45 am
FASB Update
Randy Watkins and Tyra Litzau Anton Collins Mitchell LLP Greeley, CO 9:45 am – 10:00 am
Break
10:00 am – 10:50 am
Multi-State Fundraising Registration Greg Lam Copilevitz & Canter
10:50 am – 11:30 am
Kansas City, MO
Fundraising - Marijuana Industry Donations Tom Downey Ireland Stapleton Pryor & Pascoe PC Denver, CO
11:30 am – 12:05 pm
Fundraising - Alternative Fundraising Options Karl Dakin Dakin Capital Services LLC Centennial, CO
12:05 pm – 1:00 pm
Lunch
1:00 pm – 2:15 pm
Business Risk and Risk Management John Wetherington Rocky Mountain Human Services Denver, CO
2:15 pm – 2:25 pm
Break
2:25 pm – 3:15 pm
Advanced Tax Issues
Bruce Nelson EKS&H LLP Ft. Collins, CO 3:15 pm – 4:30 pm
Panel: Collaboration and Consolidation
Jennifer Jones Markiewicz and Amy Dondale Sexual Assault Victim Advocate Center Fort Collins, CO Renny Fagan Colorado Nonprofit Association Lara Jakubowski The Nonprofit Centers | Network 2 | QuickSearch May/June/July 2016
Denver, CO Denver, CO
May 25, 2016 | Colorado Society of CPAs or Webcast
AGENDA 8:30 am – 9:45 am
Audit Quality: DOL Audit Quality Study and On-Going Review, AICPA Initiatives, and Peer Review Changes Sue Hicks AICPA Washington, D.C.
9:45 am – 10:00 am
Break
10:00 am – 11:15 am
Accounting and Auditing Update Mike Bradac Brock and Company
Littleton, CO
Tim Stueven Anton Collins Mitchell LLP 11:15 am – 12:05 pm
Denver, CO
Legal Update
Ed Frado Law Office of Ed Frado LLC
Greenwood Village, CO
12:05 pm – 1:00 pm
Lunch
1:00 pm – 2:00 pm
Cyber Security
2:00 pm – 2:10 pm
Break
2:10 pm – 3:30 pm
Panel: Top 5 Compliance Issues: Identification, Quantification, and Resolution (Views from the Various Service Providers Involved in the Correction Process) Nathan Carlson Retirement Planning Services Inc. Ed Frado Law Office of Ed Frado LLC Melissa Hooley Anton Collins Mitchell LLP
3:30 pm – 4:30 pm
Greenwood Village, CO
Greenwood Village, CO Denver, CO
New Fiduciary Rules
Rick Rodgers Innovest Portfolio Solutions LLC
Denver, CO
Register online for these conferences at www.cocpa.org or use the paper registration form in the back of QuickSearch on page 27 Register online at www.cocpa.org | 3
Tax Staff Essentials Program Tax Staff Essentials–Week 1 July 11-15
Designed for entry-level staff this program will focus on the areas of individual and S corporation tax compliance, effective online tax research techniques, clear and precise work paper documentation, in addition to professional written business communications. Learn about: • • • • • • •
Filing requirements and personal exemptions Gross income inclusions, exclusions, and adjustments Net Investment Income Tax Medicare Payroll Tax S Corp distributions and shareholder basis adjustments Capital improvements and repair Depreciation methods and IRS tables
Register at taxweek01.cocpa.org
Tax Staff Essentials–Week 2 July 18-22
Designed for tax staff with two-to-four years of experience, this program will expand the attendee's tax knowledge into the areas of partnerships, LLC's, multistate taxation, and tax exempt organizations. Increase your understanding of: • C Corporation formation and Section 1244 Stock • Salaries, employee benefits, and retirement plans
• • • • • •
Taxation of property transactions under IRC sections 1231, 1245, 1250 Partnership and LLC contributions and distributions Multi State Income apportionment and allocation Nexus, UDITPA, MTC Basic concepts of estate planning Business acquisition basics
Register at taxweek02.cocpa.org
Tax Staff Essentials–Week 3 August 1-5
This final program contains the advanced technical level of training your firm needs to maintain and improve its core competencies. Whether you wish to grow your firm by developing expertise in a niche or by business referrals from highly satisfied clients, this program is a must-attend. • • • • • • •
Advanced estate and trust taxation Advanced individual taxation Advanced tax planning for S corporations Advanced taxation of LLCs and partnerships Choice and formation of entity Income tax accounting IRS audits
Register at taxweek03.cocpa.org
Government Certificate PROGRAM
FIVE COMPLETE NEW GOVT'L CERTIFICATE PROGRAM Congratulations to Robert Feis and James Pauley, Feis & Company PC, Brighton; Ron Goodrich, McPherson Breyfogle Daveline and Goodrich PC, Pueblo; Mary Jo Lance, Blair and Associates PC, Cedaredge; and Billi Lewis, McMahan & Associates LLC, Avon. All received the COCPA’s new Governmental Certificate of Achievement, introduced in 2015. To earn the certificate, the participant selects and completes five, eight-hour courses from the COCPA governmental course listings (12 offered in 2015) which best meet his or her needs. The 40 hours may be completed over 18 months, and all qualify for Yellow Book credit, as well.
All five recipients gained additional knowledge and updates on the latest rules, regulations, and pronouncements; acquired deeper understanding of governmental accounting issues; enhanced their competence in the field; and demonstrated their dedication and commitment as governmental accounting professionals. For information on how you can participate in the program, reference the inside front cover of this publication or contact COCPA CPE Director Rebecca Campbell at rcampbell@cocpa.org.
One flat fee. Hours of CPE. 40 hours: $1,400 24 hours: $840 SEASON PASS PACKAGES INCLUDE:
Group Study Programs: Live, in-person Denver and Chapter Seminars, conferences and webcasts. The COCPA Season Pass offers a 23% discount off current prices. Members can attend a Don Farmer seminar for an extra $49. The Season Pass will be valid May 1, 2016 – April 30, 2017. **Webinars and the following AICPA programs are not included in the Season Pass program: Tax Schools, Personal Financial Planning Boot Camp, Service Organization Controls School, Business Valuation School, Agriculture Conference, and COSO School.
TO PURCHASE YOUR SEASON PASS seasonpass.cocpa.org or use the registration form on page 28
For a company subscription to the Season Pass call the COCPA Member Services Department at 303-773-2877. Register online at www.cocpa.org | 5
May, June, July Course Highlights Auditing Employee Benefit Plans May 9 (COCPA)
Explore the accounting and auditing requirements unique to employee benefit plans. Topics include:
• How to audit employee benefit plans in accordance with AICPA standards and EBSA standards • Identify specialized audit tests • Accounting requirements unique to employee benefit plans New
4
Hour
Course!
CIRAs: GAAP, GAAS, SSARS, and Other Issues July 12 (COCPA)
Learn about the most difficult and frequently found accounting and auditing issues in Common Interest Realty Associations. Increase your understanding of:
• The latest pronouncements and standards that directly relate to CIRAs • Common property accounting, reporting and disclosure issues • Turnover and transition problems
New
The Tactical CFO: Make Your Business Processes Work for You July 25 (COCPA)
This program will provide CFOs ideas to improve their company's business processes in four different areas. Attendees will discuss:
• How to “run the numbers” on non-financial data • Substantially reduce financial planning efforts • Ten tips for successful CFOs
Advanced Business Law for CPAs July 28 (COCPA or Webcast)
Get a solid understanding of complex legal issues that come up every day and learn how to respond to them. Topics Include:
• • • •
Protecting intellectual property of the business Social media privacy and e-business legal issues Significant cases filed against businesses Securities regulation and business insurance
Advanced Auditing for Defined Contribution Retirement Plans June 20–21
The complexities of an employee benefit plan (EBP) audit demand deep, exacting expertise. CPAs specializing in EBP audits must meet the Department of Labor and IRS requirements, in addition to the AICPA’s professional standards and rules. Participants will learn and grow their skills through a series of hands-on case studies and advanced learning exercises. Participants will take part in a mock audit, which will cover all phases of a defined contribution plan audit engagement, from planning to reporting. Topics Discussed: • • • • • • • • • • •
Planning and general procedures Internal controls Sampling Net assets available for benefits Investments Changes in net assets available for benefits Plan tax status ESOPs Plan mergers, transfers, spin-offs Terminations Changes in service provider
6 | QuickSearch May/June/July 2016
When you have completed this course, you should be able to: • • •
Recall the key concepts and skills for a solid audit foundation specifically related to defined contribution retirement plans Evaluate defined contribution retirement plan-specific audit circumstances and apply the key concepts and skills to audit engagements Interpret advanced defined contribution retirement planspecific audit concepts through a mock plan-specific audit
2016 Conference Schedule This year’s conferences are one of the best ways to hear the latest information by industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. Most 2016 conferences are also available via live webcast. Register a few coworkers and watch the webcast together!
*This conference is produced by the AICPA and does not qualify for the Season Pass program.
5/19-20
AICPA's Agriculture Conference*
5/24
Not-for-Profit Conference
5/25
Employee Benefit Plans Conference
6/13
Leadership Council
8/19
Women's Summit: Strategies for the Successful Woman CPA
10/20
Governmental Conference
10/26
CPAs in Industry Conference
11/14-15
Technology Conference
11/17
Accounting and Auditing Conference
11/21
Individual Income Tax Workshop
11/22
Corporate/Business Tax Workshop
12/13
SEC and PCAOB Conference
12/15
Mix and Match Conference
1/12/17
Don Farmer's Federal Tax Update
Yellow Book Schedule 5/27
Audits of HUD-Assisted Projects
Webinar
6/9
GASB Statement No. 68 Audit and Accounting Workshop
Webinar
8/8
Not-for-Profit Accounting & Reporting: From Start to Finish
COCPA
8/16 8/17
Audits of State and Local Governments: COCPA What You Need to Know Annual Update: Top Governmental and COCPA or Not-for-Profit Accounting and Auditing Webcast Issues Facing CPAs
10/10
Yellow Book Financial Audits
Webinar
10/20
2016 Governmental Conference
Denver or Webcast
11/7
Applying the Uniform Guidance for Federal Awards in Your Single Audits
COCPA
11/8
Not-for-Profit Accounting and Auditing Update
11/17
Accounting and Reporting for Notfor-Profit Organizations
COCPA
11/30
Governmental and Not-for-Profit Annual Update
Pueblo
12/1
Not-for-Profit Accounting and Auditing Update
Colorado Springs
12/12
Governmental Accounting and Auditing Update
COCPA or Webcast
12/13
Frequent Frauds Found in Governments and Not-for-Profits
COCPA
12/14
Yellow Book: Government Auditing Standards
COCPA
COCPA Register online at www.cocpa.org | 7
Get everyone in the same boat. Book your On-site CPE today. It’s important to make sure everyone in the office can navigate the challenging waters as a team. With a COCPA Onsite class, everyone — CEOs, CFOs, CPAs, non-certified financial professionals, and administrative staff — can participate together in focused CPE that complements your company or firm’s mission. Our courses are led by expert instructors. However, some courses can be led by an expert from your very own office — we provide you with the discussion-leader guide and you take it from there. Either option allows you and your coworkers to address proprietary information or other specific needs in the comfort and privacy of your office. As budgets shrink and staff time becomes more valuable, bringing On-site CPE programs to your team is a wise choice. To learn more about our On-site CPE programs or to book a 2016 On-site-course date, please contact Tiffany Carson at tiffany@cocpa.org or 303-741-8621 today.
Register online at www.cocpa.org | 9
ETHICS 6/15
Colorado Board of Accountancy Statutes, Rules, and Regulations Webcast 8:30 am – 10:10 am
8/31
COCPA or Webcast
8:30 am – 10:10 am
11/9
Webcast
8:30 am – 10:10 am
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (formerly Creating an Ethical Work Environment) 8/31 COCPA or Webcast 3:00 pm – 4:40 pm 11/1
COCPA or Webcast
8:30 am – 10:10 am
12/21
Webcast
3:00 pm – 4:40 pm
NEW! Ethics for Industry CPAs: Avoiding the Slippery Slope COCPA or Webcast 8:30 am – 12:00 pm
7/27
Ethics and the AICPA’s Principles, Rules, and Responsibilities 6/15 Webcast 10:30 am – 12:10 pm 8/31
COCPA or Webcast
10:30 am – 12:10 pm
11/9
Webcast
10:30 am – 12:10 pm
Ethics Workshop: Try Not; Do or Do Not! 12/5
COCPA or Webcast
8:30 am – 12:00 pm
7/21
Making Ethics Count: Ethics, Risk, and Black Swans Webcast 1:00 pm – 2:40 pm
Making Ethics Count: Ethics and Financial Stewardship 10/21 COCPA or Webcast 8:30 am – 10:10 am
10 | QuickSearch May/June/July 2016
Making Ethics Count: In Financial Reporting 7/21
Webcast
3:00 pm – 4:40 pm
10/21
COCPA or Webcast
10:30 am – 12:10 pm
11/1
COCPA or Webcast
3:00 pm – 4:40 pm
11/1
Making Ethics Count: Power, Influence, & Ethics COCPA or Webcast 1:00 pm – 2:40 pm
8/31
The A.R.T. of Work: Accountability, Respect, and Trust COCPA or Webcast 1:00 pm – 2:40 pm
11/1
COCPA or Webcast
10:30 am – 12:10 pm
12/21
Webcast
1:00 pm – 2:20 pm
When Good CPAs Go Bad: Ethics & Cases 8/9
COCPA or Webcast
8:30 am – 12:00 pm
10/31
COCPA or Webcast
8:30 am – 12:00 pm
12/14
Webcast
8:30 am – 12:00 pm
Video On-Demand Ethics Colorado State Board of Accountancy Statutes, Rules, and Regulations Instructor: Rosemary Weiss This video-based program fulfills the Colorado State Board of Accountancy’s ethics requirement for active certificate holders. It also fulfills the CR&R requirement that newly licensed certificate holders must meet within six months of licensure. Making Ethics Count: CPAs & Ethics Instructor: Dan Chenoweth Also video-based, this course fulfills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Dan Chenoweth leads you through this thought-provoking and informationfilled interactive course. The AICPA’s Principles, Rules & Responsibilities Instructor: Rosemary Weiss This last video-based course also fulfills two hours of the Colorado State Board of Accountancy’s ethics requirement for all Colorado CPAs. Using the AICPA’s code of conduct and participant’s ethics dilemmas, you’ll gain additional tools to help you make ethical decisions.
Webinars Finance
Accounting & Auditing Statement of Cash Flows: Preparation, Presentation, and Use (4 hrs)
5/4
Analyzing a Company’s Financial Statement (4 hrs)
5/31
Accounting for Deferred Income Taxes (8 hrs)
6/13
Forensic Accounting: Uncovering Schemes and Scams (4 hrs)
7/7
Auditing Workpapers: Documenting Field Work (4 hrs)
7/18
Accounting & Auditing - Gov’t. Single Audit Fundamentals, Part 1: What is a Single Audit? (2 hrs)
5/5
Single Audit Fundamentals, Part 2: The Mysteries of Major Determination (2 hrs)
Controller’s Update: Today’s Latest Trends (4 hrs)
5/27
Financial Forecasting: Planning for Success (4 hrs)
7/27
Management Advisory Risk, Cost, and Cash Management for Controllers and Financial Managers (4 hrs)
6/29
Specialized Knowledge Cloud Based Bill Payment with Bill.com ( 2 hrs)
5/14
5/5
PFP Boot Camp: Fundamentals and Professional Responsibilities (3 hrs)
6/6
2016 State and Local Governmental Audit Planning Considerations (2 hrs)
5/18
PFP Boot Camp: Time Value of Money Concepts and Calculations (2 hrs)
6/6
Audits of HUD-Assisted Projects (4 hrs)
6/14
Cloud Accounting Review Series - Xero (2 hrs)
6/22
How to Build a Virtual Accounting Services Practice (3 hrs)
7/19
Trusts as Beneficiaries of IRAs (1.5 hrs)
6/29
GASB Statement No. 68 Audit and Accounting Workshop (4 hrs)
7/21
Office 365 Series - Mastering OneDrive for Cloud Storage (2 hrs)
7/18
Big Data And Data Analytics - What They’re All About (2 hrs)
7/21
Business Management and Organization Optimizing Your Budget Process (2 hrs)
Taxes 6/15
Computer Science
The CPA’s Role in Buying or Selling a Business (4 hrs)
5/5
International Tax and Asset Reporting for the Small Tax Practitioner (2 hrs)
5/10
Hot Topic!! New Tax Laws Relating to IRS Examination of and Tax Collection From Partnerships (1.5 hrs)
5/16
Small Business Cloud Accounting Shootout (2 hrs)
12/28
Outlook - Manage Your Email With Maximum Efficiency (4 hrs)
5/2
Paperless Tools - Scanning, Doc. Mgt., Workflow, and Portals (2 hrs)
6/1
7/15
What You Need to Know about Moving to the Cloud (3 hrs)
Best Practices for Payroll Taxes and 1099 Issues (8 hrs)
6/29
7/26
CyberSecurity Series - Protecting Your PC & Mobile Devices (2 hrs)
Basis/Distributions for Pass-Through Entities: Simplifying the Complexities (8 hrs)
7/19
Office 2013 and 2016 - New Features Review (2 hrs)
7/22 Register online at www.cocpa.org | 11
Upcoming COCPA courses: in-classroom or via webcast LIVE
LIVE
We b c a s t
In-Classroom
5/24
2016 Not-For-Profit Conference
160134522
5/24
2016 Not-For-Profit Conference
160134315
5/25
2016 Employee Benefit Plans Conference
160158022
5/25
2016 Employee Benefit Plans Conference
160157715
6/15
Colorado Board of Accountancy Statutes, Rules, and Regulations
160210220
Webcast only
6/15
Ethics and the AICPA's Principles, Rules, and Responsibilities
160210320
Webcast only
7/21
Making Ethics Count: Ethics, Risk, and Black Swans
160304120
Webcast only
7/21
Webcast: Making Ethics Count: Ethics in Financial Reporting
160304520
Webcast only
7/27
Ethics for Industry CPAs: Avoiding the Slippery Slope
160314020
7/27
Ethics for Industry CPAs: Avoiding the Slippery Slope
160313906
7/28
Advanced Business Law for CPAs
160315920
7/28
Advanced Business Law for CPAs
160315701
8/9
When Good CPAs Go Bad: Ethics & Cases
160402520
8/9
When Good CPAs Go Bad: Ethics & Cases
160402406
8/11
Estate and Life Planning Issues for the Middle-Income Client
160403320
8/11
Estate and Life Planning Issues for the Middle-Income Client
160403201
8/15
Marijuana Business Symposium: Guiding the Businesses That Will Pilot an Industry
160403820
8/15
Marijuana Business Symposium: Guiding the Businesses That Will Pilot an Industry
160403601
8/17
Annual Update: Top Governmental and Notfor-Profit Accounting and Auditing Issues Facing CPAs
160404320
8/17
Annual Update: Top Governmental and Notfor-Profit Accounting and Auditing Issues 160404301 Facing CPAs
8/25
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
160408320
8/25
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
160408201
8/30
Guide to Understanding the Net Investment Income Tax in 2016
160410920
8/30
Guide to Understanding the Net Investment Income Tax in 2016
160410801
8/30
Individual Income Tax Return Mistakes and How to Fix Them
160411320
8/30
Individual Income Tax Return Mistakes and How to Fix Them
160411201
8/31
Colorado Board of Accountancy Statutes, Rules, and Regulations
160411720
8/31
Colorado Board of Accountancy Statutes, Rules, and Regulations
160411606
Please go to www.cocpa.org to see a complete listing of all upcoming in-classroom/webcasted courses!
Webcasts: All the convenience of a webinar with the ability to interact with your instructor as if you were in the classroom. Check out our live-streaming webcasts today.
12 | QuickSearch May/June/July 2016
Symbols: $: AICPA members who register for these courses will receive an additional $30 per day discount. : New Course in 2016 : Live-Streaming Webcast : Meets Yellow Book Requirement K: Instructor Knowledge Rating P: Instructor Presentation Rating (1 is low, 5 is high)
$
Date
CPE Course Title/Code
5/9
8
K=4.71 P=4.54
Auditing Employee Benefit Plans / 160110201
CM: Communications CP: Computer Sciences EC: Economics FI: Finance MG: Management Advisory Services MA: Marketing PD: Personal Development PE: Personnel/HR RE: Regulatory Ethics SK: Specialized Knowledge and Applications Vendor
AICPA
Location
COCPA
ST: Statistics TX: Tax Levels: B: Basic I: Intermediate A: Advanced U: Update
Fees: Member/Nonmember
Instructor
Ed Frado
Fee
FOS
365/521
AC/ AU
Level
I
Master the fundamentals of auditing employee benefit plans in accordance with AICPA standards and EBSA standards and avoid the problems that are often encountered. 5/11-13 22.5
Choose the electronic book option when registering for an in-classroom course and save $10.00.
Field of Study (FOS): AC: Accounting AG: Accounting (Govt.) AP: Administrative Practice AU: Auditing AD: Auditing (Govt.) BE: Behavioral Ethics BL: Business Law BM: Business Management & Organization
Course Schedule by Date
Course Schedule by Date
K= P=
Service Organization Controls (SOC) School: Guidance for Successful Engagements (8:30 am – 5:30 pm) / 160190044
AICPA
COCPA
Janis Parthun
1545/1845
AU
Gain a deeper understanding of Service Organization Control Guidance, common practice issues and leave with the foundational knowledge to effectively perform engagements. 5/24
8
2016 Not-For-Profit Conference / 160134315 or Webcast / 160134522
COCPA
Denver or Webcast
Various
315/450
U
COCPA
COCPA or Webcast
Various
355/507
U
COCPA
Harold Martin Kevin Yeanoplos
1920/2220
The agenda for this year's conference can be found on page 2. 5/25
8
2016 Employee Benefit Plans Conference / 160157715 or Webcast / 160158022
The agenda for this year's conference can be found on page 3. 6/6-10
45
AICPA Business Valuation School / 160293144
AICPA
AP
I
At the end of this five day course, walk away with a strong understanding of how to maximize client's’ business value, as well as the resources to thrive in this particular practice niche. 6/15 K=4.78 P=4.61
2
Webcast: Colorado Board of Accountancy Statutes, Rules, and Regulations (8:30 am – 10:10 am) / 160210220
COCPA
Webcast
Rosemary Weiss
85/121
RE
U
Learn how to apply these bodies of law to practical, everyday experiences. The Colorado State Board of Accountancy requires CPAs to complete this course within six months of their initial licensure/certification. 6/15
K=4.78 P=4.61
2
Webcast: Ethics and the AICPA’s Principles, Rules, and Responsibilities (10:30 am – 12:10 pm) / 160210320
COCPA
Webcast
Rosemary Weiss
85/121
BE
U
1799/2299
AU
I
Using the AICPA's code of conduct, you'll gain additional tools to help you make ethical decisions. 6/15-17 21
K= P=
AICPA COSO School / 160210644
AICPA
COCPA
The blend of self-paced learning and live classroom training guides you through the framework from start to finish and, through the use of real-world scenarios. 6/2021
16
Advanced Auditing for Defined Contribution Retirement Plans / 160211201
AICPA
COCPA
Carla Grant
1175/1475
AU
A
Learn and grow your skills through a series of hands-on case studies and advanced learning exercises. In addition, take part in a mock audit, which will cover all phases of a defined contribution plan audit engagement, from planning to reporting. 6/2224
24
AICPA’s Personal Financial Planning Boot Camp / 160210901
AICPA
COCPA
Tom Tillery Dirk Edwards
876/1095
TX/ SK
I
Personal Financial Planning (PFP) is projected to grow twice as fast as the CPA profession. Are you ready to take advantage of this opportunity? The AICPA’s Personal Financial Planning Boot Camp can help.
Register online at www.cocpa.org | 13
Date
CPE Course Title/Code
7/11-15 40
AICPA Tax School: Tax Staff Essentials–Week 1 / 160300144
Vendor
Location
AICPA
COCPA
Instructor
Fee
FOS
Level
1595/1895
TX
B
Course Schedule by Date
Five days of training, attendees will be provided with a broad range of practical tax instruction focused to the entry-level staff that covers key areas to ensure your tax force is well prepared. 7/12
4
CIRAs: GAAP, GAAS, SSARS and Other Issues (8:30 am – 12:00 pm) / 160300201
Patterson
COCPA
Cecil Patterson
185/264
AC/ AU
Examination and evaluation of the most difficult and frequently found accounting and auditing issues in Common Interest Realty Associations (CIRAs) for 2016. 7/18-22 40
AICPA Tax School: Tax Staff Essentials–Week 2 / 160300344
AICPA
COCPA
1595/1895
TX
I
Week 2 of essentials training establishes a strong set of skills necessary to grow the abilities and confidence of entry-level to more experienced staff, allowing them to work with greater independence and expand their role in the firm. 7/21 K=4.81 P=4.8
K=4.81 P=4.8
K=4.81 P=4.8
Webcast
Dan Chenoweth
85/121
BE
U
2
Webcast: Making Ethics Count: Ethics in Financial COCPA Reporting (3:00 pm – 4:40 pm) / 160304520
Webcast
85/121
BE
U
Dan Chenoweth
375/536
AC/ CP/ BM
I
Bob Walter
170/243
BE
U
Dan Chenoweth
8
The Tactical CFO: Make Your Business Processes Work for You / 160313501
Executive Education
COCPA
Discover top tactical ideas that will improve your company's business processes. 7/27
K=4.7 P=4.51
4
Ethics for Industry CPAs: Avoiding the Slippery Slope (8:30 am – 12:00 pm) / 160313906 or Webcast COCPA / 160314020
COCPA or Webcast
Ethical failures lead to enormous negative consequences for industry CPAs. What causes these CPAs to lose sight of their moral compass? Did these CPAs forget about professional standards, ethics, and morals, or is there a deeper story? 7/28
K=4.7 P=4.51
8
Advanced Business Law for CPAs / 160315701 or Webcast / 160315920
AICPA
COCPA or Webcast
Bob Walter
365/521
BL
A
Understand and respond to frequently occurring, complex legal issues in employment, social media/privacy, e-business, intellectual property, corporate law, securities, environmental regulation, and public company matters. 8/1-5
K=4.7 P=4.51
40
AICPA Tax School: Tax Staff Essentials–Week 3 / 160490044
AICPA
COCPA
1595/1895
TX
A
Week 3 of essentials training contains the advanced technical level of training your firm needs to maintain and improve its core competencies to allow you to expand your levels of expertise as well as the firm to expand its abilities. 8/8
K=4.88 P=4.72
8
Not-for-Profit Accounting & Reporting: From Start to Finish / 160402201
AICPA
COCPA
Steve Corder
365/521
AG
I
Improve your understanding of the critical elements that make up not-for-profit accounting and reporting, and be able to apply them to more effectively work with or in the not-for-profit environment. 8/9
K=4.63 P=4.63
4
When Good CPAs Go Bad: Ethics & Cases (8:30 am – 12:00 pm) / 160402406 or Webcast / 160402520
COCPA
COCPA or Webcast
Paul Harrison
170/243
RE
U
TX
B
Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them. 8/10
8
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now / 160402801
Surgent McCoy CPE
COCPA
Neil Brown
375/536
This course provides both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and all the other myriad of related retirement planning issues including Medicare and the prescription drug provision.
K=4.85 P=4.67 8/11 K=4.85 P=4.67
8
Estate and Life Planning Issues for the MiddleIncome Client / 160403201 or Webcast / 160403320
Surgent McCoy CPE
COCPA or Webcast
Neil Brown
375/536
TX
B
Estate planning is not only for the very rich; discover ways to provide additional quality services and address critical concerns for your middle-income clients. 8/12
K=4.85 P=4.67
COCPA
Learn how corporate culture can be a predictor of future business success using Rittenhouse Rankings. 7/25
$
Webcast: Making Ethics Count: Ethics, Risk, and Black Swans (1:00 pm – 2:40 pm) / 160304120
Learn why integrating the concept of risk with ethics is important in today's tumultuous world. 7/21
$
2
8
Estate and Life Planning Issues for the MiddleIncome Client / 160403409
Surgent McCoy CPE
Aspen
Neil Brown
400/572
TX
B
Estate planning is not only for the very rich; discover ways to provide additional quality services and address critical concerns for your middle-income clients.
14 | QuickSearch May/June/July 2016
CPE Course Title/Code
8/15
8
Marijuana Business Symposium: Guiding the Businesses That Will Pilot an Industry / 160403601 or Webcast / 160403820
Vendor
COCPA
Location
Instructor
Fee
COCPA or Webcast
Various
365/521
FOS
Level
U
This is a must attend program for CPAs offering services to the marijuana industry. Speakers will discuss risk management and professional liability concerns, regulatory updates, and business valuation issues.
$
8/16
K=4.85 P=4.53
$
8/17
AICPA
COCPA
Jeff Lieman
365/521
AD/ AG
I
8
Annual Update: Top Governmental and Not-forProfit Accounting and Auditing Issues Facing CPAs / 160404301 or Webcast / 160404320
AICPA
COCPA or Webcast
Jeff Lieman
365/521
AG/ AD
U
Enhance both your knowledge and your professional judgement by reviewing some of the top accounting and auditing challenges facing the preparers of governmental and nonprofit financial statements. 8/18
K=4.85 P=4.53
$
Audits of State and Local Governments: What You Need to Know / 160404201
This course provides you with advice for handling audit and accounting issues common to state and local governments and critical “how-to” guidance on planning, performing, and reporting on your audit engagements.
K=4.85 P=4.53
$
8
4
Forensic Accounting: Uncovering Schemes and Scams (8:30 am – 12:00 pm) / 160404601
AICPA
COCPA
Jeff Lieman
185/264
AC
I
AC
U
Course Schedule by Date
Date
This course will enable you to learn and practice investigative techniques to uncover fraudulent scams and schemes. 8/18
K=4.85 P=4.53
4
U.S. GAAP: Latest Developments for Business & Industry (12:30 pm – 4:00 pm) / 160404801
AICPA
COCPA
Jeff Lieman
185/264
Identify and apply the latest FASB accounting and reporting guidance, and gain expertise from a high-level approach to financial reporting issues backed by detailed descriptions and examples of implementation of new standards. 8/19
8
2016 Women’s Summit: Strategies for the Successful Woman CPA / 160405015
COCPA
Denver
Various
365/521
U
Developed by COCPA members, sessions will be designed to meet the immediate needs of the women in the accounting and financial industry. Watch for updates on this exciting event!
$
8/19
K=4.85 P=4.53
Annual Update for Accountants and Auditors / 160405209
AICPA
Longmont
Jeff Lieman
385/550
AC/ AU
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 8/22
K=4.81 P=4.8
8
Create Reports that Matter: Turn Information Into Action! / 160405601
Executive Education
COCPA
Dan Chenoweth
375/536
AC
I
Learn how to plan, process, and effectively present financial information, and generate actionable responses to the reports. Become a better catalyst for action. 8/2324
16
Excel Boot Camp - Two Days of Intensive Excel Training / 160406201
K2 Enterprises
COCPA
Mac McClelland
695/994
SK
I
Using accounting-centric examples, developed for accountants, by accountants, Excel Boot Camp takes you through Excel from A to Z and shows you how to elevate your use of Excel to the next level. In addition, learn various techniques for enhancing not only your efficiency, but also your effectiveness, when working with Excel.
K=5 P=4.46 8/23 K=4.71 P=4.6
4
Affordable Care Act: Critical Tax and Insurance Ramifications (8:30 am – 12:00 pm) / 160406609
AICPA
Ft. Collins
Bill Taylor
200/285
TX
B
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, discover how you can use this information for tax planning opportunities. 8/23
K=4.71 P=4.6
4
Social Security and Medicare: Maximizing Retirement Benefits (12:30 – 4:00 pm) / 160407009
AICPA
Ft. Collins
Bill Taylor
200/285
TX
I
Using real-world situations, learn how to advise your clients to navigate the uncertainties of Social Security and Medicare. 8/24
K=4.71 P=4.6
4
Affordable Care Act: Critical Tax and Insurance Ramifications (8:30 am – 12:00 pm) / 160407409
AICPA
Westminster
Bill Taylor
200/285
TX
B
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, discover how you can use this information for tax planning opportunities. 8/24
K=4.71 P=4.6
4
Social Security and Medicare: Maximizing Retirement Benefits (12:30 pm – 4:00 pm) / 160407809
AICPA
Westminster
Bill Taylor
200/285
TX
I
Using real-world situations, learn how to advise your clients to navigate the uncertainties of Social Security and Medicare. 8/25
K=4.85 P=4.53
8
8
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance / 160408201 or Webcast / 160408320
Surgent McCoy CPE
COCPA or Webcast
Jeff Lieman
375/536
AC/ AU/ TX
B
Understand more about GAAP, financial statement preparation, SSARS, GAAS, and tax compliance when reviewing/auditing a real estate entity.
Register online at www.cocpa.org | 15
Date
Course Schedule by Date
8/25 K=4.71 P=4.6
CPE Course Title/Code
4
Affordable Care Act: Critical Tax and Insurance Ramifications (8:30 am – 12:00 pm) / 160408609
Vendor
Location
Instructor
Fee
FOS
Level
AICPA
Durango
Bill Taylor
200/285
TX
B
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, discover how you can use this information for tax planning opportunities. 8/25
K=4.71 P=4.6
4
Social Security and Medicare: Maximizing AICPA Retirement Benefits (12:30 pm – 4:00 pm) / 160409009
Durango
Bill Taylor
200/285
TX
I
Using real-world situations, learn how to advise your clients to navigate the uncertainties of Social Security and Medicare. 8/26
4
Advanced Concepts in SSARS 21 and Nonattest Services (8:30 am – 12:00 pm) / 160409801
Surgent McCoy CPE
COCPA
Jeff Lieman
185/264
AU
A
This course contains many best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the new SSARS 21 preparation of financial statements nonattest service.
K=4.85 P=4.53 8/26 K=4.85 P=4.53
4
Preparing Special Purpose Framework Financial Statements: Cash, Modified Cash, and Tax Basis (12:30 pm – 4:00 pm) / 160410201
Surgent McCoy CPE
COCPA
Jeff Lieman
185/264
AC
B
This course will provide you with an overview and hands-on application for preparing financial statements using a special purpose framework. 8/29
8
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance / 160410601
COCPA
COCPA
Brian Higgins
345/493
MG/ CM/ FI
I
185/264
TX
I
TX
I
Learn how to improve financial and operational performance using some of the latest tools and techniques. 8/30 K=4.71 P=4.58
K=4.71 P=4.58
K=4.78 P=4.61
COCPA or Webcast
Susan Smith
4
Individual Income Tax Return Mistakes and How to Fix Them (12:30 pm – 4:00 pm) / 160411201 or Webcast / 160411320
Surgent McCoy CPE
COCPA or Webcast
Susan Smith
185/264
2
Colorado Board of Accountancy Statutes, Rules, and Regulations (8:30 am – 10:10 am) / 160411606 or Webcast / 160411720
COCPA
COCPA or Webcast
Rosemary Weiss
85/121
RE
U
Learn how to apply these bodies of law to practical, everyday experiences. The Colorado State Board of Accountancy requires CPAs to complete this course within six months of their initial licensure/certification. 8/31
K=4.78 P=4.61
2
Ethics and the AICPA’s Principles, Rules, and Responsibilities (10:30 am – 12:10 pm) / 160411806 or Webcast / 160411920
COCPA
COCPA or Webcast
Rosemary Weiss
85/121
BE
U
Robbie Glantz
85/121
BE
U
Robbie Glantz
85/121
BE
U
Using the AICPA's code of conduct, you'll gain additional tools to help you make ethical decisions. 8/31
K=4.59 P=4.49
2
The A.R.T. of Work: Accountability, Respect, and Trust (1:00 pm – 2:40 pm) / 160412206 or Webcast / 160412320
COCPA
COCPA or Webcast
This workshop will look at behaviors that help build a positive workplace environment.
8/31 K=4.59 P=4.49
2
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an COCPA Ethical Work Environment) (3:00 pm – 4:40 pm) / 160412806 or Webcast / 160412920
COCPA or Webcast
Get concrete action items for creating and sustaining an ethical work environment in this practical how-to course that examines theories on human and organizational factors affecting ethical choices and tools for decision making. 9/27
K=4.63 P=4.3
K=4.63 P=4.3
Surgent McCoy CPE
Gain invaluable insight into the major mistakes that can be made in individual tax and financial planning and develop strategies that will assist in not only avoiding mistakes, but also in providing the best advice to your clients. 8/31
$
Guide to Understanding the Net Investment Income Tax in 2016 (8:30 am – 12:00 pm) / 160410801 or Webcast / 160410920
Understand the implications of the net investment income tax and complex rules to the passive activity regulations. 8/30
$
4
8
Annual Update for Accountants and Auditors / 160510701
AICPA
COCPA
Ron Kral
365/521
AC/ AU
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 9/28
8
Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes / 160510901
AICPA
COCPA
Ron Kral
365/521
AU
Learn how major frauds are perpetrated (including real-world examples) and the types of cost-effective controls that can be implemented by both small and large businesses and nonprofit entities to identify and prevent these deceptive acts.
16 | QuickSearch May/June/July 2016
I
Date
CPE Course Title/Code
10/3-5
18
CGMA Exam Live Review Course / 160690044
Vendor
AICPA
Location
Instructor
Fee
COCPA
Adrian Sims
1220/1520
Lynn Fountain
365/521
FOS
Level
AC
I
$
10/20
8
Forensic Accounting: Fraudulent Reporting and Concealed Assets / 160612801
AICPA
COCPA
This course will sharpen your forensic skills with techniques to uncover fraudulent activities and help you to see them in their many guises. 10/20
8
2016 Governmental Conference / 160613415 or Webcast / 160613522
COCPA
Denver or Webcast
Various
355/507
U
A committee of your peers will create this year’s hot-topic agenda and select high quality speakers. Watch for updates on this popular annual event! 10/21 K=4.81 P=4.8
Making Ethics Count: Ethics and Financial Stewardship (8:30 am – 10:10 am) / 160613606 or Webcast / 160613820
COCPA
COCPA or Webcast
Dan Chenoweth
85/121
BE
U
Discuss the attributes of stewardship and what we can do as accounting professionals to create organizations that are responsible to ALL their stakeholders. 10/21
K=4.81 P=4.8
$
2
Course Schedule by Date
This 3-day Review course will help prepare exam candidates for the CGMA exam.
2
Making Ethics Count in Financial Reporting (10:30 am – 12:10 pm) / 160614206 or Webcast / 160614420
COCPA
COCPA or Webcast
Dan Chenoweth
85/121
BE
U
365/521
AU
B
Learn how corporate culture can be a predictor of future business success using Rittenhouse Rankings. 10/21
8
Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors / 160614601
AICPA
COCPA
Lynn Fountain
After an overview of the COSO guidance on the components and principles of internal control, this course introduces participants to basic tools used to document processes and controls. 10/24
4
Microsoft Office 2016 - Improving Productivity with New Features (8:30 am – 12:00 pm) / 160614801
K2 Enterprises
COCPA
Tommy Stephens
185/264
SK
U
Learn about the new features in Microsoft Office 2016 and how you can, and should, put them to use and maximize your return on your investment. 10/24
4
Technology Update (12:30 pm – 4:00 pm) / 160615201
K2 Enterprises
COCPA
Tommy Stephens
185/264
SK
I
Get clear guidance on Windows, Office, cloud implementations, hardware, servers, software, security, and other technology-related issues then look at the full spectrum of practical technology available and how to implement these tools for maximum impact during this fast-paced, 4-hour course. 10/25 K= P=
8
Excel PivotTables for Accountants / 160615601
K2 Enterprises
COCPA
Tommy Stephens
360/515
SK/ AC
A
Be ready to use PivotTables to analyze and report on very large data sets in a fraction of the time you are spending presently, and how to take advantage and master other Excel features associated with PivotTables.
$
10/26
8
Form 990: Mastering Its Unique Characteristics / 160616201
AICPA
COCPA
Robert Lyons 365/521
TX
B
Increase your knowledge about both preparing a Form 990 and advising clients on the tax issues facing nonprofits. 10/26
8
2016 CPAs in Industry Conference / 160616415 or Webcast / 160616522
COCPA
Denver or Webcast
Various
355/507
U
A variety of speakers will discuss the need-to-know-now topics for CPAs in industry. Watch for updates on this popular annual event!
$
10/26
K=4.93 P=4.46
$
8
Real World Fraud in Today's Small- to MediumSized Entities / 160616609
AICPA
Ft. Collins
Robert Minniti
385/550
AU
B
This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities. 10/27
8
Form 990: Exploring the Form's Complex Schedules / 160616801
AICPA
COCPA
Robert Lyons 365/521
TX
A
AU
B
This course covers the most advanced tax and nonprofit issues that are the subject of the Form 990’s Schedules.
$
10/27
K=4.93 P=4.46
$ K=4.71 P=4.59
8
Real World Fraud in Today's Small- to MediumSized Entities / 160617209
AICPA
Westminster
Robert Minniti
395/565
This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities. 10/28
8
Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes / 160617401
AICPA
COCPA
Bruce Nelson 365/521
TX
I
This class will help equip you in learning the various ways that states define and enforce nexus and how to determine when your company or client has nexus in a state.
Register online at www.cocpa.org | 17
Date
Course Schedule by Date
10/31 K=4.63 P=4.63
K=4.91 P=4.87
K=4.59 P=4.49
Instructor
Fee
FOS
Level
COCPA
COCPA or Webcast
Paul Harrison
170/243
RE
U
8
Tax Year in Review and 2016 Planning / 160618209
TX
U
COCPA
Sterling
Mark Soukup 355/507
2
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an COCPA Ethical Work Environment) (8:30 am – 10:10 am) / 160701106 or Webcast / 160701220
COCPA or Webcast
Robbie Glantz
85/121
BE
U
Get concrete action items for creating and sustaining an ethical work environment in this practical how-to course that examines theories on human and organizational factors affecting ethical choices and tools for decision making. 11/1
K=4.59 P=4.49
2
The A.R.T. of Work: Accountability, Respect, and Trust (10:30 am – 12:10 pm) / 160701306 or Webcast / 160701420
COCPA
COCPA or Webcast
Robbie Glantz
85/121
BE
U
Dan Chenoweth
85/121
BE
U
85/121
BE
U
400/572
TX
I
This workshop will look at behaviors that help build a positive workplace environment. 11/1
K=4.81 P=4.8
2
Making Ethics Count: Power, Influence & Ethics (1:00 pm – 2:40 pm) / 160701506 or Webcast / 160701620
COCPA
COCPA or Webcast
Identify sources of leadership power and review the six “rules” on how people can influence the behavior of others. 11/1
K=4.81 P=4.8
2
Making Ethics Count in Financial Reporting (3:00 pm – 4:40 pm) / 160701706 or Webcast / 160701820
COCPA
COCPA or Webcast
Dan Chenoweth
Learn how corporate culture can be a predictor of future business success using Rittenhouse Rankings. 11/1
K=4.8 P=4.67
8
Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs / 160702109
Surgent McCoy CPE
Aspen
Michael Reilly
Learn practical solutions for your business clients tax issues, and understand what strategies and techniques are most appropriate for businesses in dealing with employee related issues. 11/2
K=4.79 P=4.5
4
Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am – 12:00 pm) / 160702501
AICPA
COCPA
Patrick Kelley
185/264
TX
B
Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition. 11/2
K=4.79 P=4.5
4
Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs (12:30 pm – 4:00 pm) / 160702701
AICPA
COCPA
Patrick Kelley
185/264
TX
I
Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client’s money in their pockets. 11/2
K=4.8 P=4.67
8
A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond / 160703109
Surgent McCoy CPE
Aspen
Michael Reilly
400/572
TX
U
This course will focus on the key issues and planning strategies that tax practitioners need to know in order to advise their clients regarding this far-reaching legislation on The Affordable Care Act. 11/3
8
Basis/Distributions for Pass-Through Entities: Simplifying the Complexities (8:30 am – 4:00 pm) / 160703501
AICPA
COCPA
Patrick Kelley
365/521
TX
I
Review the rules used to determine basis for partnerships and S corporations that puts the computation of basis in contexts that often come under scrutiny: loss limitations, distributions, sales of an interest, and others; then learn the crucial rules for computing the adjusted basis and the tax treatment of distributions of pass-through entities such as partnerships and S corporations.
K=4.79 P=4.5 11/3 K=4.91 P=4.87
K=4.7 P=4.51
When Good CPAs Go Bad: Ethics & Cases (8:30 am – 12:00 pm) / 160617606 or Webcast / 160617720
Location
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/1
$
4
Vendor
Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them. 10/31
$
CPE Course Title/Code
8
Tax Year in Review and 2016 Planning / 160703909
COCPA
Steamboat Springs
Mark Soukup 400/572
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/4
8
Internal Control Best Practices for Small- and Medium-Sized Entities / 160704101 or Webcast / 160704220
AICPA
COCPA or Webcast
Bob Walter
365/521
This course provides practical guidance for those involved with internal control responsibilities (auditing, monitoring, implementing, etc.) in adapting the updated COSO Internal Control Framework to small- and medium-sized entities.
18 | QuickSearch May/June/July 2016
AU
B
CPE Course Title/Code
11/7
8
K=4.67 P=4.52
Applying the Uniform Guidance for Federal Awards in Your Single Audits / 160704501
Vendor
AICPA
Location
Instructor
Fee
FOS
Level
COCPA
Bruce Shepard
365/521
AD
I
Be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance for Federal Awards and the Single Audit Act. 11/7
8
Advanced Critical Tax Issues for Limited Liability Companies and Partnerships / 160704909
Surgent McCoy CPE
Boulder
John Evanich 400/572
TX
A
AG/ AD
U
This course provides an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
$
11/8
K=4.67 P=4.52
8
Not-for-Profit Accounting and Auditing Update / 160705301
AICPA
COCPA
Bruce Shepard
365/521
Get the details of the latest developments affecting not-for-profits such as requirements of FASB directed toward the organizations and information on the latest OMB and Yellow Book developments. 11/8
4
Maximize Your Social Security Benefits (8:30 am – 12:00 pm) / 160705709
Surgent McCoy CPE
Boulder
John Evanich 200/286
TX
B
Course Schedule by Date
$
Date
This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and all the other myriad of related retirement planning issues. 11/8
4
Select Estate and Life Planning Issues for the Middle-Income client (12:30 pm – 4:00 pm) / 160705909
Surgent McCoy CPE
Boulder
John Evanich 200/286
TX
B
There are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who advise clients in estate planning.
$
11/9
K=4.7 P=4.51
K=4.78 P=4.61
K=4.78 P=4.61
COCPA
Bob Walter
365/521
AU
I
2
Webcast: Colorado Board of Accountancy Statutes, Rules, and Regulations (8:30 am – 10:10 am) / 160706720
COCPA
Webcast
Rosemary Weiss
85/121
RE
U
2
Webcast: Ethics and the AICPA’s Principles, Rules, and Responsibilities (10:30 am – 12:10 pm) / 160706920
COCPA
Webcast
Rosemary Weiss
85/121
BE
U
FI
U
Using the AICPA's code of conduct, you'll gain additional tools to help you make ethical decisions. 11/10
K=4.86 P=4.83
8
Annual Update for Controllers / 160707301 or Webcast / 160707420
AICPA
COCPA or Webcast
James Lindell 365/521
This course provides you with practical approaches to current issues. You will review major trends, new tools, and techniques to help you promote your company's growth. 11/10
K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160707709
COCPA
Pueblo
Mark Soukup 385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/11
K=4.86 P=4.83
8
Transforming Your Role as Controller to Business Partner / 160708101
AICPA
COCPA
James Lindell 365/521
BM
I
Take it to the next level while adding value to the organization, and explore new additional roles that controllers are now accepting and outline a roadmap you can use to expand your role as a controller. 11/11
K=4.91 P=4.87
$
AICPA
Learn how to apply these bodies of law to practical, everyday experiences. The Colorado State Board of Accountancy requires CPAs to complete this course within six months of their initial licensure/certification. 11/9
$
Identity Theft: Preventing, Detecting, and Investigating Identity Theft / 160706301
Protect yourself and your clients from identity theft by learning the various techniques thieves use to obtain information. 11/9
$
8
8
Tax Year in Review and 2016 Planning / 160708509
COCPA
Colorado Springs
Mark Soukup 385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/14
8
Real World Fraud in Today's Small- to MediumSized Entities / 160708901 or Webcast / 160709020
AICPA
COCPA or Webcast
Michael Brand
365/521
AU
B
This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities. 11/14
8
2016 Technology Conference - Day One / 160709515
COCPA
Denver or Webcast
Various
395/564
SK
U
This information-packed conference returns featuring trends in technologies, hardware, software, Cloud computing, the mobile office and how to utilize, make informed decisions and implement strategies on these technologies. Watch for updates on this popular event!
Register online at www.cocpa.org | 19
Date
Course Schedule by Date
$
11/14
K=4.49 P=4.16
CPE Course Title/Code
8
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160709909
Vendor
Location
Instructor
Fee
FOS
Level
AICPA
Colorado Springs
Michael Blackburn
385/550
TX
I
Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets. 11/15
K=4.49 P=4.16
4
Affordable Care Act: Critical Tax and Insurance Ramifications (8:30 am – 12:00 pm) / 160710301
AICPA
COCPA
Michael Blackburn
185/264
TX
B
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, discover how you can use this information for tax planning opportunities. 11/15
K=4.49 P=4.16
4
Social Security and Medicare: Maximizing Retirement Benefits (12:30 pm – 4:00 pm) / 160710501
AICPA
COCPA
Michael Blackburn
185/264
TX
I
Using real-world situations, learn how to advise your clients to navigate the uncertainties of Social Security and Medicare. 11/15
8
2016 Technology Conference - Day Two / 160710915
COCPA
Denver or Webcast
Various
395/564
SK
U
This information-packed conference returns featuring trends in technologies, hardware, software, Cloud computing, the mobile office and how to utilize, make informed decisions and implement strategies on these technologies. Watch for updates on this popular event!
$
11/15
8
Annual Update for Accountants and Auditors / 160711309
AICPA
Grand Junction
Michael Brand
385/550
AC/ AU
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 11/16
8
Virtual Accounting and CFO Services / 160711701
CPA Crossings
COCPA
Bryan Smith
375/536
SK
I
TX
U
Learn a step by step process and gain valuable insight to provide outsourced accounting and CFO services via the cloud. 11/16 K=4.91 P=4.87
$
Tax Year in Review and 2016 Planning / 160712109
COCPA
Ft. Collins
Mark Soukup 385/550
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/16
K=4.49 P=4.16
$
8
8
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160712509
AICPA
Grand Junction
Michael Blackburn
385/550
TX
I
Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets. 11/17
8
Accounting and Reporting for Not-for-Profit Organizations / 160712901
AICPA
COCPA
Lori Reinwald
365/521
AG
I
Enhance your not-for-profit accounting skills and create value-added services to clients through examining 21 case studies that will enrich your working knowledge of fundamental not-for-profit accounting and reporting, presentation requirements, note disclosures unique to not-for-profits, and options allowed under GAAP.
K=4.6 P=4.4 11/17
8
2016 Accounting and Auditing Conference / 160713315 or Webcast / 160713422
COCPA
Denver or Webcast
Various
355/507
AC/ AU
U
BL
A
The COCPA conference committee will select the 2016 topics to ensure all participants are updated on the most important accounting and auditing changes. Watch for updates on this year’s agenda!
$
11/18
K=4.7 P=4.51
Employment Law Update: Key Risks and Recent Trends / 160713701
AICPA
COCPA
Bob Walter
365/521
Increase your knowledge of employment law issues encountered by businesses and non-profits, and gain tips about mitigating exposure for the key employment risks that every employer faces. 11/18
K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160714109
COCPA
Longmont
Mark Soukup 385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/21
K=4.82 P=4.67
8
2016 Individual Income Tax Workshop / 160714517 or Webcast / 160714624
Farmer
Denver or Webcast
Walter Nunnallee
410/586
TX
U
This comprehensive one-day presentation will focus largely on federal tax developments involving “individual” taxpayers. 11/22
K=4.82 P=4.67
8
2016 Corporate/Business Income Tax Workshop / 160714717 or Webcast / 160714824
Farmer
Denver or Webcast
Walter Nunnallee
410/586
TX
U
375/536
BM
I
To prepare for "Tax Season" and to review and update corporate and other business tax planning ideas. 11/28
K=4.81 P=4.8
8
8
Build Your Team: Get Results / 160715101
Executive Education
COCPA
Dan Chenoweth
Gain the ultimate competitive advantage and learn how to get every member of your team on the same page, improve performance, and realize the potential of the talent you have.
20 | QuickSearch May/June/July 2016
CPE Course Title/Code
11/28
8
K=4.91 P=4.87
$
11/29
K=4.43 P=4.27
K=4.67 P=4.52
K=4.78 P=4.48 11/30
K=4.78 P=4.48
U
8
Analytics and Big Data for Accountants / 160715901
AICPA
COCPA
Bob Walter
365/521
FI
B
8
Annual Update for Accountants and Auditors / 160716309
AICPA
Durango
Marty Van Wagoner
400/572
AC/ AU
U
8
Annual Update for Accountants and Auditors / 160716709
AICPA
Pueblo
Bruce Shepard
385/550
AC/ AU
U
8
Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies / 160717101
AICPA
COCPA
Peter Towle
365/521
TX
I
8
Governmental and Not-for-Profit Annual Update / 160717509
AICPA
Pueblo
Bruce Shepard
385/550
AD/ AG
U
4
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am – 12:00 pm) / 160841201
AICPA
COCPA
Peter Towle
185/264
TX
I
Discuss the common errors practitioners make on individual tax returns that are often missed by review staff, and sharpen your skills by examining illustrative case studies and discussing multiple issues. 12/1
K=4.78 P=4.48
4
IRS Disputes: Identifying Options for Your Client (12:30 pm – 4:00 pm) / 160841601
AICPA
COCPA
Peter Towle
185/264
TX
B
Learn what may trigger an audit, how to negotiate with the IRS, settle an appeal, and what qualifies for the IRS collection program. 12/1
K=4.67 P=4.52
8
Not-for-Profit Accounting and Auditing Update / 160842009
AICPA
Colorado Springs
Bruce Shepard
385/550
AG/ AD
U
Get the details of the latest developments affecting not-for-profits such as requirements of FASB directed toward these organizations and information on the latest OMB and Yellow Book developments. 12/2
K=4.9 P=4.79
8
Retirement: How to Navigate through the Uncertain Voyage / 160842401 or Webcast / 160842520
COCPA
COCPA or Webcast
Mark Smith
380/543
AP
I
170/243
BE
U
AU
U
This full day presentation will encompass the must know steps to navigate a secure retirement voyage. 12/5
4
Ethics Workshop: Try Not; Do or Do Not! (8:30 am – 12:00 pm) / 160842806 or Webcast / 160842920
COCPA
COCPA or Webcast
Bob Walter
In this interactive workshop, we’ll review ethical principles, independence, fees, advertising, confidentiality and the acts discreditable rule – and then apply these principles and professional standards to two case studies designed to challenge conventional thinking of what is right and/or ethical.
K=4.7 P=4.51 12/5
K=4.91 P=4.76
$
TX
Arm yourself with the latest in governmental and not-for-profit accounting and auditing updates, including recent requirements of the GASB, FASB, OMB, and Yellow Book. 12/1
$
Mark Soukup 400/572
Level
Get the latest innovative techniques for building and conserving wealth through proactive tax-planning and investment strategies.
K=4.67 P=4.52
$
Durango
FOS
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 11/30
$
Fee
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 11/29
$
Instructor
Learn major trends in predictive analytics and how to use tools created to measure program impacts and ROI, visualize data and business processes, and uncover the relationship between key performance indicators, many utilizing the unprecedented amount of data now flowing into organizations.
K=4.7 P=4.51
$
COCPA
Location
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 11/29
$
Tax Year in Review and 2016 Planning / 160715509
Vendor
Course Schedule by Date
Date
8
Annual Update for Preparation, Compilation, and Review Engagements / 160843201
AICPA
COCPA
William Eskin
365/521
A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards. 12/5
8
Annual Update for Preparation, Compilation, and Review Engagements / 160843609
AICPA
Colorado Springs
Richard Reisig
385/550
AU
U
A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards. 12/5 K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160844009
COCPA
Grand Junction
Mark Soukup 385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season.
Register online at www.cocpa.org | 21
Date
Course Schedule by Date
$
12/6
K=4.91 P=4.76
8
Construction Contractors: Accounting, Auditing, and Tax / 160844601
Vendor
Location
Instructor
Fee
FOS
Level
AICPA
COCPA
William Eskin
365/521
AU/ AC/ TX
B
TX
U
This course examines the most recent updates and key issues impacting construction accounting, auditing, and taxation. 12/6
K=4.91 P=4.87
$
CPE Course Title/Code
8
Tax Year in Review and 2016 Planning / 160845009
COCPA
Aspen
Mark Soukup 400/572
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 12/6
8
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160845409
AICPA
Ft. Collins
Mark Mirsky 385/550
TX
I
Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets.
$
12/6
8
Annual Update for Accountants and Auditors / 160845809
AICPA
Westminster
Richard Reisig
395/565
AC/ AU
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more.
$
12/7
K=4.71 P=4.59
8
Annual Tax Update: Corporations and PassThrough Entities / 160846001
AICPA
COCPA
Bruce Nelson 365/521
TX
U
Identify ways to integrate the latest tax law changes into planning and compliance engagements that help you provide more valueadded services to your clients. 12/7
4
Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am – 12:00 pm) / 160846409
AICPA
Longmont
Mark Mirsky 200/285
TX
B
Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition. 12/7
4
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 pm – 4:00 pm) / 160846609
AICPA
Longmont
Mark Mirsky 200/285
TX
B
AC
I
This course addresses the tax consequences of the most common transactions engaged in by LLCs and partnerships.
$
12/8
8
Revenue Recognition: Mastering the New FASB Requirements / 160847201 or Webcast / 160847320
AICPA
COCPA or Webcast
Melisa Galasso
365/521
Using practical examples, understand the changes, avoid the traps, and get the latest FASB guidance related to implementing the new standard.
$
12/9
8
Leases: Mastering the New FASB Requirements / 160847601 or Webcast / 160847720
AICPA
COCPA or Webcast
Melisa Galasso
365/521
AC
I
This course addresses how the leasing requirements in the new standard differ from the current GAAP by examining the core principals of the new standard including identification, recognition, measurement, presentation, and disclosure requirements. 12/12 K=4.81 P=4.8
8
4 Most Overlooked Business Risks: Preparing for the Future / 160848001
Executive Education
COCPA
Dan Chenoweth
375/536
AU
I
This seminar drills down into four commonly overlooked business risks, looking at how to anticipate, manage, mitigate, or exploit them. 12/12
K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160849009
COCPA
Westminster
Mark Soukup 395/565
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 12/12
8
Governmental Accounting and Auditing Update / AICPA 160848401 or Webcast 160848520
COCPA or Webcast
Lee Klumpp
365/521
AG/ AD
U
Understand the latest on governmental accounting and auditing with this fast-paced interactive course that analyzes the recent GASB requirements toward governments and provides an understanding of OMB and Yellow Book requirements. 12/13 K= P=
8
2016 SEC and PCAOB Conference / 160849415 or Webcast / 160849522
COCPA
Denver or Webcast
Various
355/507
U
A committee of your peers will create this year's hot-topic agenda and select high quality speakers. Watch for updates on this popular, annual event!
$
12/13
8
Frequent Frauds Found in Governments and Notfor-Profits / 160849801
AICPA
COCPA
Lee Klumpp
365/521
AD
I
Learn what common frauds occur in governments and not-for-profits and how could they have been avoided, and sharpen your forensic skills with techniques to help you uncover deceptive and fraudulent activities. 12/13 K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160850209
COCPA
Boulder
Mark Soukup 395/565
TX
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season.
22 | QuickSearch May/June/July 2016
U
CPE Course Title/Code
12/14
4
K=4.63 P=4.63
$
Vendor
When Good CPAs Go Bad: Ethics & Cases (8:30 am – 12:00 pm) / 160850806 or Webcast / 160851920
COCPA
Location
Instructor
Fee
FOS
Level
COCPA or Webcast
Paul Harrison
170/243
RE
U
AD
B
Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them. 12/14
8
Yellow Book: Government Auditing Standards / 160852201
AICPA
COCPA
Lee Klumpp
365/521
This course provides an excellent baseline of information to accountants as it relates to understanding Government Auditing Standards, including the foundation of government auditing and the related concepts and standards. 12/15
8
2016 Mix & Match Conference / 160852615 or Webcast / 160852722
COCPA
Denver or Webcast
Various
355/507
U
This popular one-day conference will feature various sessions, running at concurrent times, to offer you an opportunity to focus in on the topics that are most important to you. *Some sessions will be webcasted. 12/16
8
Advanced Excel / 160853001
K2 Enterprises
COCPA
Tommy Stephens
360/515
SK/ AC
A
TX
U
Course Schedule by Date
Date
Go to the next level in Excel! Even experienced Excel users will benefit from the major subjects covered in this course. 12/16 K=4.91 P=4.87
Tax Year in Review and 2016 Planning / 160853401 or Webcast / 160853520
COCPA
COCPA or Webcast
Mark Soukup 360/515
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. 12/1920
K=4.71 P=4.6
16
SECR Reporting / 160853801
COCPA
COCPA
Andy Bishop 695/994
AC
A
Learn to identify reporting requirements of Regs, S-X and SOX, and key required disclosures on Forms 10-K, 8K, and Schedule 14A, while reviewing examples and tips to ensure compliance. 12/21
K=4.59 P=4.49
2
Webcast Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment) (3:00 pm – 4:40 pm) / 160854420
COCPA
Webcast
Robbie Glantz
85/121
BE
U
Get concrete action items for creating and sustaining an ethical work environment in this practical how-to course that examines theories on human and organizational factors affecting ethical choices and tools for decision making. 12/21
K=4.59 P=4.49
2
Webcast: The A.R.T. of Work: Accountability, Respect, and Trust (1:00 pm – 2:40 pm) / 160854220
COCPA
Webcast
Robbie Glantz
85/121
BE
U
Don Farmer
420/600
TX
A
This workshop will look at behaviors that help build a positive workplace environment. 1/12
K=4.97 P=4.92
8
8
2016 Federal Tax Update / 160952317 or Webcast / 160954324
Don Farmer
Denver or Webcast
Don Farmer will review the major developments in federal income taxation for individuals, corporations, and other businesses that have the greatest impact on your clients and companies and offer some practical solutions to problems and tax planning opportunities.
COCPA Registration Policies Member Discount As a member, you may register at a 30% discounted, member rate for all COCPA-sponsored courses or conferences (except seminars that are co-sponsored with other organizations). The member/nonmember fees are listed in the course schedule in the back of each QuickSearch. Walk-ins You are welcome to walk-in to a class without registering in advance; however, regardless of membership status, you will be charged the nonmember fee. Walk-ins are admitted as classroom space and materials permit. Registration and Payment Information Registering has never been easier. You may register and pay for any CPE seminar or conference by: 303-773-2877 or 800-523-9082 303-773-6344 Colorado Society of CPAs 7887 E Belleview Ave., Suite 200 Englewood, CO 80111 www.cocpa.org All registrants must prepay in full before admittance to any program. Any outstanding registration fees from the prior year must be paid in order to be eligible for current course registration. We accept several methods of payment: cash, check, Visa, MasterCard, American Express, or Discover.
Materials Course materials are ordered based upon the number of prepaid registrants for each course. At the first break, any extra manuals available will be distributed to walk-ins. Advance Preparation Most courses do not require advance preparation. In the few cases where advance preparation is recommended, it is noted in the course listing found online. Date/Location Changes and Cancellations Our goal is to have as few changes or cancellations to our course schedule as possible but, occasionally, emergencies or enrollment numbers dictate otherwise. In the event that we must reschedule, relocate, or cancel a course for which you are preregistered, you will be notified immediately. We know how busy your travel and work schedules can be, so we guarantee you seven days’ notice (prior to the presentation date) of the cancellation of any course. Please keep this in mind when making airline reservations to avoid travel cancellation penalties. CPE courses are rarely cancelled due to poor weather conditions. However, if you are unable to attend a course due to weather, please call the member services Department immediately at 303773-2877 or 800-523-9082 so we can notify the instructor as well as assist you with finding another course to take.
Special Requests We are committed to providing exceptional service to our members and will try to honor all special requests. However, we can not guarantee them. If you have a special request, please email Pamela Galey-Coleman at pgaley-coleman@cocpa.org with the name, date, and location of the course for which you have registered and a description of your specific needs. Carpooling As part of our commitment to our members, we extend a carpooling service. Simply contact the member services department at 303-773-2877 and we will help you find someone from your area who has registered for a particular course and with whom you might share a ride. Cellular Telephones All participants who bring cellular telephones to class will need to keep them turned off. This ensures an optimum learning environment for all program participants. Individuals who need to receive calls should leave the classroom to await the call. Miscellaneous The opinions expressed by discussion leaders and panelists are not necessarily those of the Colorado Society of CPAs. The prices, dates, and locations of the presentations listed in COCPA publications are subject to change without notice. The COCPA reserves the right to make speaker substitutions at any time without notice.
Choose the electronic book option when registering for an in-classroom course and save $10.00.
Register online at www.cocpa.org | 23
Course Schedule by Field of Study
Course Schedule by Field of Study
Accounting and Auditing
Accounting and Auditing
Date
Course
Page
Date
Course
Page
5/9
Auditing Employee Benefit Plans
6, 13
11/15
Annual Update for Accountants and Auditors
20
Accounting and Auditing Conference
7, 20
Service Organization Controls (SOC) School: Guidance for Successful Engagements
13, inside back cover
11/17
5/1113
11/29
Annual Update for Accountants and Auditors
21
6/15
AICPA COSO School
8, 13
12/5
Annual Update for Preparation, Compilation, and Review Engagements
21
6/2021
Advanced Auditing for Defined Contribution Retirement Plans
6, 13
12/5
Annual Update for Preparation, Compilation, and Review Engagements
21
7/12
CIRAs: GAAP, GAAS, SSARS, and Other Issues
6, 14
12/6
Construction Contractors: Accounting, Auditing, and Tax
22
7/25
The Tactical CFO: Make Your Business Processes Work for You
14
12/6
Annual Update for Accountants and Auditors
22
8/18
Forensic Accounting: Uncovering Schemes and Scams
15
12/8
Revenue Recognition: Mastering the New FASB Requirements
22
8/18
U.S. GAAP: Latest Developments for Business & Industry
15
12/8
Webcast: Revenue Recognition: Mastering the New FASB Requirements
22
8/19
Annual Update for Accountants and Auditors
15
12/9
Leases: Mastering the New FASB Requirements
22
8/22
Create Reports that Matter: Turn Information into Action!
15
12/9
Webcast: Leases: Mastering the New FASB Requirements
22
8/25
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
12, 15
12/12
4 Most Overlooked Business Risks: Preparing for the Future
22
8/25
Webcast: Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
12, 15
12/16
Advanced Excel
23
SECR Reporting
23
8/26
Advanced Concepts in SSARS 21 and Nonattest Services
16
12/1920
8/26
Preparing Special Purpose Framework Financial Statements: Cash, Modified Cash, and Tax Basis
16
Accounting and Auditing - Government
9/27
Annual Update for Accountants and Auditors
16
Date
Course
Page
9/28
Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes
16
8/8
Not-for-Profit Accounting & Reporting: From Start to Finish
7, 14
10/20
Forensic Accounting: Fraudulent Reporting and Concealed Assets
17
8/16
Audits of State and Local Governments: What You Need to Know
10/21
Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors
17
inside front cover, 7, 15
10/25
Excel PivotTables for Accountants
17
8/17
Annual Update: Top Governmental and Not-forProfit Accounting and Auditing Issues Facing CPAs
7, 12, 15
10/26
Real World Fraud in Today’s Small- to MediumSized Entities
17
8/17
7, 12, 15
10/27
Real World Fraud in Today’s Small- to MediumSized Entities
Webcast: Annual Update: Top Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs
17
Internal Control Best Practices for Small- and Medium-Sized Entities
18
11/7
11/4
Applying the Uniform Guidance for Federal Awards in Your Single Audits
inside front cover, 7, 19
11/4
Webcast: Internal Control Best Practices for Smalland Medium-Sized Entities
18
11/8
Not-for-Profit Accounting and Auditing Update
7, 19
19
11/17
11/9
Identity Theft: Preventing, Detecting, and Investigating Identity Theft
Accounting and Reporting for Not-for-Profit Organizations
7, 20
11/14
Real World Fraud in Today’s Small- to MediumSized Entities
19
11/30
Governmental and Not-for-Profit Annual Update
11/14
Webcast: Real World Fraud in Today’s Small- to Medium- Sized Entities
inside front cover, 7, 21
19
12/1
Not-for-Profit Accounting and Auditing Update
7, 21
24 | QuickSearch May/June/July 2016
Course Schedule by Field of Study, Cont’d Computer Science
Date
Course
Page
12/12
Governmental Accounting and Auditing Update
inside front cover, 7, 22
12/12
Webcast: Governmental Accounting and Auditing Update
inside front cover, 7, 22
12/13
Frequent Frauds Found in Governments and Notfor-Profits
inside front cover, 7, 22
12/14
Yellow Book: Government Auditing Standards
23
Administrative Practice Date
Course
Page
6/2224
AICPA's Personal Financial Planning Boot Camp
9, 13
8/17
Annual Update: Top Governmental and Not-forProfit Accounting and Auditing Issues Facing CPAs
7, 12, 15
12/2
Retirement: How to Navigate through the Uncertain Voyage
21
12/2
Webcast: Retirement: How to Navigate through the Uncertain Voyage
21
Date
Course
Page
7/25
The Tactical CFO: Make Your Business Processes Work for You
14
Ethics
For a listing of this year’s ethics courses, please see page 10.
Finance
Date
Course
Page
8/29
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance
16
11/10
Annual Update for Controllers
19
11/10
Webcast: Annual Update for Controllers
19
11/29
Analytics and Big Data for Accountants
21
Management Advisory Services Date
Course
Page
8/29
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance
16
Specialized Knowledge and Applications
Business Law Date
Course
Page
7/28
Advanced Business Law for CPAs
6, 12, 14
7/28
Webcast: Advanced Business Law for CPAs
6, 12, 14
11/18
Employment Law Update: Key Risks and Recent Trends
20
Business Management & Organization
Date
Course
Page
6/6-10
AICPA Business Valuation School
1, 13
8/15
Marijuana Business Symposium: Guiding the Businesses That Will Pilot an Industry
12, 15
8/2324
Excel Boot Camp - Two Days of Intensive Excel Training
15
10/24
Microsoft Office 2016 - Improving Productivity with New Features
17
10/24
Technology Update
17
10/25
Excel PivotTables for Accountants
17
Page
11/14
2016 Technology Conference - Day One
19
7/25
The Tactical CFO: Make Your Business Processes Work for You
14
11/15
2016 Technology Conference - Day Two
20
11/16
Virtual Accounting and CFO Services
20
11/11
Transforming Your Role as Controller to Business Partner
19
12/16
Advanced Excel
23
11/28
Build Your Team: Get Results
20
Tax
Date
Course
Communications
Date
Course
Page
Date
Course
Page
6/2224
AICPA's Personal Financial Planning Boot Camp
9, 13
8/29
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance
16
7/1115
AICPA Tax School: Tax Staff Essentials–Week 1
4, 14
Register online at www.cocpa.org | 25
Course Schedule by Field of Study
Accounting and Auditing - Government
Course Schedule by Field of Study
Tax
Tax
Date
Course
Page
Date
Course
Page
7/1822
AICPA Tax School: Tax Staff Essentials–Week 2
4, 14
11/7
Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
19
8/1-5
AICPA Tax School: Tax Staff Essentials–Week 3
4, 14
11/8
Maximize Your Social Security Benefits
19
8/10
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
14
11/8
Select Estate and Life Planning Issues for the Middle-Income client
19
11/10
Tax Year in Review and 2016 Planning
19
8/11
Estate and Life Planning Issues for the MiddleIncome Client
12, 14
11/11
Tax Year in Review and 2016 Planning
19 20
8/11
Webcast: Estate and Life Planning Issues for the Middle-Income Client
12, 14
11/14
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs
8/12
Estate and Life Planning Issues for the MiddleIncome Client
14
11/15
Affordable Care Act: Critical Tax and Insurance Ramifications
20
8/23
Affordable Care Act: Critical Tax and Insurance Ramifications
15
11/15
Social Security and Medicare: Maximizing Retirement Benefits
20
Social Security and Medicare: Maximizing Retirement Benefits
15
11/16
8/23
Tax Year in Review and 2016 Planning
20
11/16
15
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs
20
8/24
Affordable Care Act: Critical Tax and Insurance Ramifications
11/18
Tax Year in Review and 2016 Planning
20
8/24
Social Security and Medicare: Maximizing Retirement Benefits
15
11/21
2016 Individual Income Tax Workshop Webcast: 2016 Individual Income Tax Workshop
8/25
Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
11/21
12, 15
11/22
2016 Corporate/Business Income Tax Workshop
8/25
Webcast: Real Estate: The Many Complexities of GAAP, SSARS, and GAAS Compliance
12, 15
11/22
Webcast: 2016 Corporate/Business Income Tax Workshop
8/25
Affordable Care Act: Critical Tax and Insurance Ramifications
15
11/28
Tax Year in Review and 2016 Planning
11/30
8/25
Social Security and Medicare: Maximizing Retirement Benefits
16
Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies
12/1
8/30
Guide to Understanding the Net Investment Income Tax in 2016
12, 16
Reviewing Individual Tax Returns: What Are You Missing?
12/1
IRS Disputes: Identifying Options for Your Client
8/30
Webcast: Guide to Understanding the Net Investment Income Tax in 2016
12, 16
12/5
Tax Year in Review and 2016 Planning
21
8/30
Individual Income Tax Return Mistakes and How to Fix Them
12, 16
12/6
Construction Contractors: Accounting, Auditing, and Tax
22
Webcast: Individual Income Tax Return Mistakes and How to Fix Them
12/6
Tax Year in Review and 2016 Planning
22
8/30
12, 16
12/6
22
10/26
Form 990: Mastering Its Unique Characteristics
17
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs
10/27
Form 990: Exploring the Form’s Complex Schedules
17
12/7
Annual Tax Update: Corporations and PassThrough Entities
10/28
Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes
17
12/7
Capitalized Costs and Depreciation: Key Issues and Answers
10/31
Tax Year in Review and 2016 Planning
18
12/7
11/1
Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs
18
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships
12/12
Tax Year in Review and 2016 Planning
22
11/2
Capitalized Costs and Depreciation: Key Issues and Answers
18
12/13
Tax Year in Review and 2016 Planning
22
Tax Year in Review and 2016 Planning
23
11/2
Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs
12/16
18
12/16
Webcast: Tax Year in Review and 2016 Planning
23
11/2
A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond
18
1/12
2016 Federal Tax Update
23
1/12
Webcast: 2016 Federal Tax Update
23
11/3
Basis/Distributions for Pass-Through Entities: Simplifying the Complexities
18
11/3
Tax Year in Review and 2016 Planning
18
26 | QuickSearch May/June/July 2016
View all course listings at cocpa.org.
21
CPE Registration Form
(or register online at www.cocpa.org) Name______________________________________________ Title_____________________________________________________ Company____________________________________________________________________________________________________ Address ____________________________________________________________________________________________________ City______________________________________________________ State____________________ Zip_______________________ Business Phone _____________________________________ Mobile Phone _____________________________________________ Email Address________________________________________________________________________________________________ Address is:
o Firm/Company o Home o Changed
I am a member of: COCPA–Membership #___________ AICPA–Membership #___________
Special needs I would like COCPA to be aware of:______________________________________________________________
In-class attendees: Get a $10 discount when you purchase a downloadable PDF of the book instead of a printed version.
Please register me for: (If you want the course via webcast, please indicate this with a WC near the title. Thank you.) Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Total Registration Fee ______________
I have enclosed a check.
Charge __________________ to my Visa MasterCard Discover American Express It is a: Company-issued card Personal card Card Number_______________________ Name of Cardholder___________________________ Exp________ Print Name________________________________ Signature________________________________________ Return to:
7887 E Belleview Ave., Suite 200, Englewood, CO 80111 303-773-2877 • 800-523-9082 •
303-773-6344 (fax)
Cancellation/Transfer Policy • Cancellation or transfer requests made 6 business days or more prior to the program, no fee assessed. • Cancellation or transfer requests made 2 to 5 business days prior to the program, $25 fee assessed. • Cancellation or transfer requests made 1 business day prior to or the day of the program, $50 fee assessed. • No notice of cancellation, 100% course fee assessed. •
All COCPA Policies and Procedures can be found online under the CPE drop down menu, Policies & Procedures. Register online at www.cocpa.org | 27
Season Pass CPE Registration Form (or register online at seasonpass.cocpa.org) I would like to purchase the following Season Pass:
40 hour
24 hour
Name______________________________________________ Title_____________________________________________________ Company____________________________________________________________________________________________________ Address ____________________________________________________________________________________________________ City______________________________________________________ State____________________ Zip_______________________ Business Phone _____________________________________ Mobile Phone _____________________________________________
Course Schedule by Field of Study
Email Address________________________________________________________________________________________________ Address is:
o Firm/Company o Home o Changed
I am a member of: COCPA–Membership #___________ AICPA–Membership #___________
Special needs I would like COCPA to be aware of:______________________________________________________________ In-class attendees: Get a $10 discount when you purchase a downloadable PDF of the book instead of a printed version.
Please register me for: (If you want the course via webcast, please indicate this with a WC near the title. Thank you.) Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Total Registration Fee ______________
I have enclosed a check.
Charge __________________ to my Visa MasterCard Discover American Express It is a: Company-issued card Personal card Card Number_______________________ Name of Cardholder___________________________ Exp________ Print Name________________________________ Signature________________________________________ Return to:
7887 E Belleview Ave., Suite 200, Englewood, CO 80111 303-773-2877 • 800-523-9082 •
303-773-6344 (fax)
All COCPA Policies and Procedures, including Cancellation/Transfer Policies, can be found online under the CPE drop down menu, Policies & Procedures.
28 | QuickSearch May/June/July 2016
Service Organization Controls (SOC) School Increase Your Understanding of SOC Reports
METRO DENVER, CO May 11–13, 2016 CPE: 22.5 hours
CPExpress CPExpress offers 600+ credit hours for one low subscription price. Use the code COCPA to receive the member price.
CPExpress.cocpa.org Register online at www.cocpa.org | 29
Non-Profit Org. US Postage Paid Denver, CO Permit No. 605
Colorado Society of Certified Public Accountants 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
Agriculture 2016 Conference
UP TO
26 CPE
Agriculture 2016 Conference
GROW YOUR FINANCIAL FUTURE
>>>
CREDITS
May 19–20 • Pre-conference Workshops: May 18 Attend On-Site in Denver or Online New month for the event New and expanded focus on livestock New speakers and returning favorites Behind every session at the Agriculture Conference is the expertise of CPAs, agriculture law specialists and industry authorities — many of whom are farmers themselves.
Featured Speakers
Christopher Hesse
CliftonLarsonAllen LLP Minneapolis, MN
This combination of hands-on experience serves to make this conference unlike any other, with guidance and clarity for advising your clients in the coming months and beyond.
REGISTER TODAY | Save $75 Through 4/4/16 AICPAStore.com/agriculture • 888.777.7077 © 2016 American Institute of CPAs. All rights reserved. 19258-CAP
Johnne Syverson
Transition Point Business Advisors LLC West Des Moines, IA