QuickSearch November 2017
A LIFELINE FOR YOUR CPE DEADLINE COCPA’s latest CPE schedule is inside Real Estate Conference NOVEMBER 17 PAGE TWO
Accounting & Auditing Conference NOVEMBER 14 PAGE THREE
CPE
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: Oil & Gas Conference, Health Care Conference, 11/9 and 11/10 2017 Don Farmer webcasts, and on-demand courses are not included in the CPE Season Pass program. For the January Don Farmer program, there will be an additional $49.00 charge per course. To register for Don Farmer, please call the Member Services Department at 303-773-2877.
TO PURCHASE YOUR CPE SEASON PASS, VISIT
seasonpass.cocpa.org or use the registration form at the back of this publication.
2
For a company subscription to the CPE Season Pass call the COCPA Member Services Department at 303-773-2877.
COCPA QuickSearch
Table of Contents 2 2017 Real Estate Conference 3 2017 Accounting & Auditing Conference 4 November Course Highlights 8 2017 Conference Schedule 9 2017 Yellow Book Schedule 10 Ethics 12 Webinars 14 Live In-Classroom and Webcast Courses 15 Course Schedule by Date and Field of Study 19 On-site learning 20 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
November
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
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REAL ESTATE
CONFERENCE Stay on top of the market. November 17, 2017 | Colorado Society of CPAs or Webcast 8:25 – 8:30 am
Welcome
8:30 – 9:20 am
Commercial Economic Issues and Trends
9:20 – 9:45 am
2018 Ballot Issue Amendment Proponent
9:45 – 10:00 am
Break
10:00 - 10:50 am
Debt and Structured Finance in Today’s Real Estate Lending Market
10:50 - 11:40 am
Crowdfunding in Real Estate
11:40 am - 12:30 pm
Lunch
12:30 - 1:20 pm
Negotiation Strategies
1:20 – 2:10 pm
Accounting and Auditing Update
2:10 – 2:25 pm
Break
2:25 – 2:50 pm
2018 Ballot Issue Amendment Budget Impact
2:50 – 3:40 pm
Real Estate Tax Update
3:40 – 4:30 pm
TBD
Daniel Jerrett, PhD, Chief Economist Daniel Hayes
David Treadwell, CBRE, Inc.
Karl Dakin, Dakin Capital Services LLC
Joe Hernandez, Lionshare Negotiations Tim Stueven and Sean McDonald, Anton Collins Mitchell LLP
Scott Smith, Colorado Association of Home Builders Jeremy Wilson and Jacqueline Butcher, EKS&H TBD
Learn more and register at realestate.cocpa.org 2
COCPA QuickSearch
ACCOUNTING AUDITING CONFERENCE
SPONSORED BY:
2017 Accounting & Auditing Conference November 14, 2017 | Hilton Inverness Hotel or Webcast 8:25 – 8:30 am
Welcome
8:30 - 9:45 am
FASB Update
9:45 - 10:35 am
Financial Reporting Framework
10:35 - 10:50 am
Break
Kurt Oestriecher, Oestriecher & Company CPAs Jeff Cohen, CPA, ABV, CFF, CGMA, MAFF, GC2 Professional Services PC
Breakout Sessions Public Practice
10:50 - 12:05 pm
Risk Assessment for GAAS Audits
Kurt Oestriecher, Oestriecher & Company CPAs 12:05 - 1:00 pm
Industry
What’s Missing from the Financial Statements Nicolai Lundy,The SASB Foundation
Lunch
Breakout Sessions 1:00 - 2:15 pm
2:15 - 2:25 pm
2:25 - 3:40 pm
Public Practice
Using Analytics in an Audit
Matt Anderson, Sam Hellwege, CliftonLarsonAllen
Break M&A Update Panel
Chris Younger, Capital Value Advisors Matt Fargo, Kurtz Fargo
3:40 - 4:30 pm
Industry
IT Automation
Christine Triantos, Anton Collins Mitchell LLP
Carlos Cruz-Abrams Marc Hendrikson, CPA, CGMA, CCIFP, Citywide Banks
How to Create a Culture of Privacy & Security Within your Organization Sarah Taylor, EKS&H LLLP
Learn more and register at accountingauditingconf.cocpa.org November
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NOVEMBER
Course Highlights Auditing Employee Benefit Plans November 1 (COCPA)
This course is designed to give you an understanding of requirements and audit procedures related to defined contribution, defined benefit, and health and welfare plans to help you more effectively plan and carry out your audit. NEW
Motivating, Retaining, and Elevating Your Staff November 1 (Video only - Participants must have a camera and microphone to participate) There are three essentials in building your team: Hire well. Retain talent. Develop leaders. During this program, you will investigate a process for executing in each of these dimensions. Learn how to see the trends and direct the future of your staff at this two-hour course presented by Mark Soukup.
NEW
Integrating Audit Data into the Audit Process November 3 (COCPA)
This course gives CPAs knowledge to help their clients implement tax-effective investment and portfolio strategies for successful wealth accumulation and real after-tax retirement income maintenance.
Not-for-Profit Accounting and Auditing Update November 7 (COCPA)
This course details 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. 4 HR
GASB Statement Nos. 74 & 75 - Best Practices in OPEB Accounting and Auditing November 8 (COCPA)
Each new statement represents a monumental change for those that prepare or audit financial statements containing other postemployment benefit plans. This course will explain the underlying differences between OPEB and pension valuations and how to successfully implement the OPEB reporting requirements. 4 HR
Annual Update for Governments and Not-for-Profits November 8 (COCPA)
Catch up on the latest developments in accounting and auditing for state and local governments and not-for-profits in this power-packed four-hour session.
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COCPA QuickSearch
NOVEMBER
Course Highlights WEB CAST ONLY
Don Farmer Individual Income Tax Workshop November 9 (Webcast) *Please note this programs starts at 6:00 am
Using a combination of humor and examples, Walter will focus on tax developments that affect 2017 individual income tax planning. As time permits, he will also review the major areas of individual income taxation to fine tune practitioners for “tax season.” 4 HR
Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs November 9 (COCPA)
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. 4 HR NEW
WEB CAST ONLY
Reviewing Partnership Tax Returns: What Are You Missing? November 9 (COCPA) December 18 (Grand Junction)
Sharpen your skills by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information.
Don Farmer Corporate/Business Income Tax Workshop November 10 (Webcast) *Please note this programs starts at 6:00 am
Walter will review tax developments that affect 2016 return preparation and 2016 tax planning for corporate and other business taxpayers. He will also review the major areas of corporate and business taxation to fine tune practitioners for “Tax Season.” 4 HR
Capitalized Costs and Depreciation: Key Issues and Answers November 10 (COCPA or Webcast)
Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition. 4 HR
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships November 10 (COCPA or Webcast) December 13 (Colorado Springs), December 18 (Grand Junction)
This course addresses the tax consequences of the most common transactions engaged in by LLCs and partnerships.
Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance November 13 (COCPA)
To provide “hands-on” experience with some of the latest tools and techniques to improve financial and operational performance enhancing the role of finance in affecting organizational outcomes. November
5
NOVEMBER
Course Highlights Annual Update for Controllers November 15 (COCPA or Webcast)
Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems.
Transforming Your Role as Controller to Business Partner November 16 (COCPA)
We’ll explore new additional roles that controllers are now accepting and outline a roadmap you can use to expand your role as a controller from simply internal process/ transaction oriented to externally focused understanding of industry and macro trends.
Leases: Mastering the New FASB Requirements November 27 (COCPA or Webcast)
This course examines the core principles of the new lease standard, including identification, recognition, measurement, presentation and disclosure requirements. Learn about the lessee accounting model, including lease classification, amortization of the right-of-use asset, and interest on the lease liability.
Revenue Recognition: Mastering the New FASB Requirements November 28 (COCPA or Webcast)
The effective date of the new accounting standard for revenue recognition is fast approaching! This course will provide you with an in-depth understanding of the framework for revenue recognition built around the core principle that is applied in a five step process.
RETIREMENT:
How To Navigate Through The Uncertain Voyage With Mark J. Smith, CPA MJ Smith & Associates
Retirement: How to Navigate Through the Uncertain Voyage (MARK SMITH)
As with any sailing voyage, a seasoned captain needs to be prepared for unknown variables, such as weather conditions, unpredictable ocean bottoms, and other unexpected encounters. Similarly, individuals should take the same precautions in order to assure themselves of a secure retirement voyage. This full day presentation will encompass the must know steps to live out your life with financial peace of mind.
11/01 11/03 11/29 12/01
Boulder Grand Junction Durango Denver
UPCOMING COURSES WITH
Mark Soukup Soukup Bush & Associates CPAs PC
This year the new IRS Pronouncements are not as numerous as in past years BUT they are much more important in several key tax planning areas. Failure to be cognizant and fluent in these new rules could result in significant overpayment of the true tax liability for your clients. Register online at cocpa.org for one of Mark’s programs and learn about the ever-changing rules and regulations you need to know for this year’s tax season.
TAX YEAR IN REVIEW AND 2017 PLANNING 11/09 Grand Junction 11/16 Pueblo 11/17 Colorado Springs 11/28 Durango
11/30 Longmont 12/05 Ft. Collins 12/07 Boulder 12/12 Westminster
12/20 TBD
COCPA or Webcast Glenwood Springs
BASICS OF CREATING A LEGENDARY BUSINESS October 26 (Video only - Participants must have a camera and microphone to participate) Topics include developing a culture of commitment to service, implementing an all-out recovery strategy, seeking continuous improvement, listening, measuring, and celebrating.
MOTIVATING, RETAINING, AND ELEVATING YOUR STAFF November 1 (Video only - Participants must have a camera and microphone to participate) There are three essentials in building your team: Hire well. Retain talent. Develop leaders. During this program, you will investigate a process for executing in each of these dimensions. Learn how to see the trends and direct the future of your staff at this two-hour course presented by Mark Soukup.
Corporate Tax Workshop: Get Ready for Busy Season November 29 | 8:30 am - 4:30 pm |Denver or Webcast Originally written by Sid Kess and now led by AICPA’s top tax instructors, this course will give you an advantage with our unique perspective on the latest tax changes. Look at the most recent tax laws and other developments affecting C Corporations, S Corporations, and other business entities, including limited liability companies. Learn how to advise clients and employees on the latest tax-planning ideas. Share marketing ideas from top practitioners – based on the latest tax strategies. In addition, practical, real-life exercises will help you apply what you’ve learned from this comprehensive course.
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. Use the code COCPA150 now through Nov. 5 and receive a $150 discount. **This program qualifies for eight hours of Yellow Book CPE credit.
11/6-8
AICPA Oil and Gas Conference*
AICPA Health Care 11/8-10 Industry Conference* 11/14
Accounting and Auditing Conference
11/17
Real Estate Conference
12/13
SEC and PCAOB Conference
12/18
Mix and Match Conference
1/25
Don Farmer
Register coworkers and watch the webcast together!
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COCPA QuickSearch
O
LO
RA
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
Annual Update for Governments and Not-for-Profits (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
DO SOC I ET
Y
O F
C
2017 Yellow Book Schedule
I
ED
TA
RT
FI
NT
CE
S
GOVERNMENT CERTIFICATE of ACHIEVEMENT
PUB
LIC ACC
OU
N
COCPA GOVERNMENT CERTIFICATE OF ACHIEVEMENT PROGRAM Earn the Governmental Certificate of Achievement and enhance your professional competence with practical skills you can apply immediately.
Why Complete the Certificate of Achievement Program? • To demonstrate your commitment to your career as a governmental accounting professional • To keep updated on the latest rules, regulations, and pronouncements in a constantly changing regulatory environment • To demonstrate competence in the field of governmental accounting above and beyond the base level requirements needed in the field • To gain a deeper understanding of the issues involved with governmental accounting • To learn best practices to work more efficiently Upon completion of the courses you will receive a certificate, 40 hours of CPE that also qualify for yellow book credit, and recognition in a COCPA publication and website as someone who has made this intentional investment in the governmental arena.
How the Certificate of Achievement Program Works: Select five courses from the list online which best meet your needs, and register online. Call the COCPA Member Services Department and let them know you would like to enroll in the program. Participants have up to eighteen months to complete the program. November
LEARN MORE AT GCOA.COCPA.ORG
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2017 Ethics Schedule The A.R.T. of Work: Accountability, Respect, and Trust
NEW
11/2
COCPA or Webcast
1:00 – 2:40 pm
12/19
Webcast Only
8:30 – 10:10 am
Barriers to Ethical Behavior and Leadership 12/7
Aspen/Glenwood Springs
1:00 – 4:35 pm
12/12
Grand Junction
8:30 am – 12:05 pm
12/12
Montrose
2:00 – 5:35 pm
Colorado Board of Accountancy Statutes, Rules, and Regulations 12/7
Webcast Only
8:30 – 10:10 am
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment 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 12/7
Webcast Only
10:30 am – 12:10 pm
Firm-Sponsored Ethics CPE Ethics courses for your whole department COCPA Firm-Sponsored Ethics programs equip your team with high-quality training, conveniently, at your office. All firm-sponsored courses are led by our skilled instructors. Their subject-matter expertise can turn your training event into a learning experience that not only COURSES Barriers to Ethical Behavior and Leadership Rick Crosser When Good CPAs Go Bad: Ethics & Cases Paul Harrison Colorado State Board of Accountancy Statutes, Rules, and Regulations Rosemary Weiss
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aligns your team but also supports your company’s mission. It’s about providing your firm with an effective learning solution. Select any of the following Ethics courses below to promote your team’s professional development. Ethical Terrain: Nurturing & Cultivating an Ethical Work Environment Robbie Glantz The Psychology of Ethics Louie Larimer Ethics: Risk and Sustainability Linda Lange
Contact Tiffany Carson at tiffany@cocpa.org or 303-741-8621 to select an Ethics course and promote your team’s professional development. COCPA QuickSearch
NEW
NEW
Ethics: Risk & Resilience 11/2
COCPA or Webcast
8:30 – 10:10 am
12/6
COCPA or Webcast
8:30 – 10:10 am
The Psychology of Ethics 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 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. November
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Webinar Schedule Accounting and Auditing 11/1
Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls (4 hrs)
11/3
Audit Workpapers: Reviewing Field Work (4 hrs)
11/7
Financial Reporting: Presentation (U.S. GAAP vs. IFRS) (2 hrs)
11/13
Cash and Credit Management (8 hrs)
11/16
Top 10 Tools for CFOs to be More Effective Business Partners (8 hrs)
11/17
Identity Theft: Preventing, Detecting, and Investigating (8 hrs)
11/20
Revenue Recognition-10 Risks NOT in the New Standard (2 hrs)
11/27
Not-for-Profit Accounting and Auditing Update (4 hrs)
11/27
U.S. GAAP: Review for Business & Industry (4 hrs)
11/30
Understanding and Creating an Internal Control Structure (8 hrs)
Accounting and Auditing (Government) 11/13
Audits of HUD-Assisted Projects (4 hrs)
11/20
Performance Auditing Essentials (2 hrs)
11/28
The GAO’s Green Book: Internal Controls (2 hrs)
Business Law 11/8
How CPAs Can Help Clients in Mediation (1 hr)
11/30
Employment Law Update: Examining Critical Issues with FMLA, HIPPA, COBRA, ADA, and More (4 hrs)
Business Management and Organization 11/2
Practice Value & Evaluation: What is My/Our Practice Worth? (1 hr)
11/6
The Finance Team of Tomorrow: Reinventing the Finance Role (2 hrs)
11/21
Managing Risk in a CPA Practice - Professional Liability Lessons Learned from 30 Years (2 hrs)
11/30
The CFO: 5 Critical Skills to Maximize Profits (2 hrs)
Communication
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11/8
New Manager Series: Balancing Leadership & Likeability (2 hrs)
11/13
Have the Difficult Conversation You’ve Been Dreading (2 hrs)
11/20
Communication Skills Training for the CPA (2 hrs)
COCPA QuickSearch
Computer Software and Application 11/1 11/2
11/16
2017 Technology Update (2 hrs) IRS Internet Resources for Accountants (2 hrs) Information Security Update (2 hrs)
11/20
Office 365 - Unleash the Power in Your Organization (8 hrs)
11/21
US State and Local Business Incentives for Accountants (2 hrs)
11/27 11/29 Finance
11/7
11/17 11/24 11/27
Email Encryption and Electronic Data Transmission (1 hrs) Mastering Data Preparation and Analysis in Excel (2 hrs)
Financial Forecasting: Planning for Success (4 hrs) Business Valuation Essential: A Review of the Essentials (8 hrs) The CFO: 5 Critical Skills to Become a Leader (2 hrs) Financial Statement Analysis (8 hrs)
Management Advisory Services 11/7 Personnel/HR
Risk, Cost, and Cash Management for Controllers and Financial Managers (4 hrs)
11/1
Motivating, Retaining, and Elevating Your Staff* (2 hrs)
11/15
Millennials: Myths and Truths Behind the Next Gen of Leaders (2 hrs)
11/27
Leadership Skills Training (8 hrs)
Specialized Knowledge 11/2 11/3 11/7
11/15 11/27 Taxes
11/6 11/7
11/10 11/15 11/20 11/29 11/30
Setting Realistic Client Goals in Personal Financial Planning (2 hrs) KPI Dashboards - The New Financial Reporting Model (2 hrs) Metrics for Driven Accountability (1 hr) Dynamics 365: Microsoft’s Next Generation Business Platform (2 hrs) Business Succession Planning and Exit Strategies (8 hrs)
Multi-state Taxation (8 hrs) College Financial Planning: Educational Tax Benefits (2 hrs) Advanced Tax Planning S Corporations (8 hrs) Travel and Entertainment Expenses: Review and Update (2 hrs) Basis/Distributions for Pass-Through Entities: Simplifying the Complexities (8 hrs) International Tax Update for 2017 (2 hrs) Partnership Investments - How to Calculate the Owner’s Basis (2 hrs)
* Participants must have a camera and microphone to participate. November
13
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.
14
11/2
Ethics: Risk and Sustainability
11/2
The A.R.T of Work: Accountability, Respect, and Trust
11/2
Ethical Terrain: Nurturing and Cultivating an 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
11/28
Revenue Recognition: Mastering the New FASB Requirements
11/29
Corporate Tax Workshop: Get Ready for Busy Season
11/30
When Good CPAs Go Bad: Ethics & Cases
11/30
The Psychology of Ethics
12/4
Governmental Accounting and Auditing Update
12/6
Ethics: Risk and Sustainability
12/6
The Psychology of Ethics
12/11
Social Security and Medicare: Maximizing Retirement Benefits
12/11
Health Care Reform Act: Critical Tax and Insurance Ramifications
12/13
2017 SEC and PCAOB Conference
12/15
Current Development and Best Practices for Today’s CFOs and Controllers
12/18
2017 Mix and Match Conference
12/20
Tax Year in Review and 2017 Planning
1/25
Don Farmer 2017 Federal Tax Update
COCPA QuickSearch
Course Schedule by Date and Field of Study To register for courses, please visit www.cocpa.org, or register using the form in the back of this publication. For full course registration policies, please visit www.cocpa.org. KEY: A: AICPA members who register for these courses will receive an additional $30 per day discount. +: New Course in 2017
: Live-Streaming Webcast Y: Meets Yellow Book Requirement
Unless otherwise noted, all class times are 8:30am – 4:30pm.
Key
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
8
170714601 –
365 – 521
Denver
8
170725801 –
365 – 521
Denver
11/14/17 2017 Accounting and Auditing Conference
8
170762715 – 170762822
365 – 521
Englewood
Date
Course Title
ACCOUNTING AND AUDITING A A+
11/01/17 Auditing Employee Benefit Plans 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
12/01/17
Annual Update for Accountants and Auditors
8
170875301 – 170875420
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
4
170864209 –
200 – 285
Pueblo
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
November
15
Key
Date
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
ACCOUNTING AND AUDITING – GOVERNMENT 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
Annual Update for Governments and Not-for-Profits (12:30 - 4:00 pm)
4
170746401 –
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
AY
12/06/17 Yellow Book: Government Auditing Standards
8
170829401 –
365 – 521
Denver
A
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 – 564
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
8
170765801 –
365 – 521
Denver
8
170764201 – 170764320
365 – 521
Denver
4
170838901 –
185 – 264
Denver
8
170863701 –
385 – 550
Denver
8
170865801 – 170867520
385 – 550
Denver
BUSINESS MANAGEMENT & ORGANIZATION A
11/16/17
Transforming Your Role as Controller to Business Partner
FINANCE A
11/15/17 Annual Update for Controllers 12/07/17
+ +
16
Analyzing a Company’s Financial Statement (8:30 am - 12:00 pm)
CFO/Controllers’ Roadmap to Organization 12/14/17 Success with Integrated Planning, Forecasting, and Budgeting 12/15/17
Current Developments and Best Practices for Today’s CFOs and Controllers
COCPA QuickSearch
Key
Date
Course Title
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
Location
8
170775101 –
355 – 507
Denver
2
170715020 –
95 – 135
Video Only*
MANAGEMENT ADVISORY SERVICES Financial Transformation to Achieving 11/13/17 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 +
11/68/17
2017 AICPA Oil & Gas Conference
8
170728044 –
1315 – 1315
Denver
11/810/17
2017 AICPA Health Care Industry Conference
8
170747344 –
1335 – 1335
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
410 – 585
Longmont
TAX
+
11/06/17
The Best S Corporation, Limited Liability, and Partnership Update
8
170728309 –
11/07/17
The Best S Corporation, Limited Liability, and Partnership Update
8
170742609 –
Westminster
Tax Planning Strategies for Small Businesses: 11/09/17 Corporations, Partnerships, & LLCs (8:30 am - 12:00 pm)
410 – 585
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 –
8
– 170720124
275 – 375
Webcast Only
8
– 170730524
255 – 355
Webcast Only
4
170753401 – 170753520
185 – 264
Denver
4
170756101 – 170756220
185 – 264
Denver
11/09/17
11/09/17 Tax Year in Review and 2017 Planning 11/09/17
Don Farmer Individual Income Tax Workshop (Please Note: This program starts at 6:00 am)
Don Farmer Corporate Business Income Tax 11/10/17 Workshop (Please Note: This program starts at 6:00 am) 11/10/17
Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am - 12:00 pm)
Tax Consequences and Reporting Issues 11/10/17 of LLCs, LLPs, LPs, and Other Partnerships (12:30 - 4:00 pm)
November
395 – 565
*Attendees must have a camera and microphone to participate in this class.
Grand Junction
17
Key
CPE
LIVE ID – WEBCAST ID
MEM – NON MEM
11/10/17 Tax Year in Review and 2017 Planning
8
170758409 –
11/16/17 Tax Year in Review and 2017 Planning
8
170766809 –
11/17/17 Tax Year in Review and 2017 Planning
8
170768909 –
11/28/17 Tax Year in Review and 2017 Planning
8
170774609 –
8
170759701 – 170759820
11/30/17 Tax Year in Review and 2017 Planning
8
170785109 –
12/05/17 Tax Year in Review and 2017 Planning
8
170828309 –
12/07/17 Tax Year in Review and 2017 Planning
8
170840609 –
410 – 585 395 – 565 395 – 565 410 – 585 365 – 521 395 – 565 395 – 565 410 – 585 185 – 264
Date
Course Title
Location
TAX, continued
A+
A
11/29/17
Corporate Tax Workshop: Get Ready for Busy Season
18
Pueblo Colorado Springs Durango Denver Longmont Fort Collins Boulder
12/11/17
Social Security and Medicare: Maximizing Retirement Benefits (8:30 am - 12:00 pm)
4
12/11/17
Health Care Reform Act: Critical Tax and Insurance Ramifications (12:30 - 4:00 pm)
4
12/12/17
Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
4
170855101 –
12/12/17
Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170855301 –
12/12/17 Tax Year in Review and 2017 Planning
8
170856209 –
Tax Consequences and Reporting Issues of 12/13/17 LLCs, LLPs, LPs, and Other Partnerships (8:30 am - 12:00 pm)
185 – 264 185 – 264 185 – 264 395 – 565
4
170868209 –
200 – 285
Colorado Springs
12/13/17
Reviewing Individual Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170868409 –
Colorado Springs
12/18/17
Annual Tax Update: Corporations and Pass-Through Entities
8
170872509 –
200 – 285 410 – 585
4
170853509 –
200 – 285 200 – 285 425 – 607 365 – 521
Tax Consequences and Reporting Issues of 12/18/17 LLCs, LLPs, LPs, and Other Partnerships (8:30 am - 12:00 pm)
+
170849501 – 170849620 170851201 – 170851320
Glenwood Springs
12/18/17
Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4
170853709 –
12/19/17
The Best S Corporation, Limited Liability, and Partnership Update
8
170874309 –
12/20/17 Tax Year in Review and 2017 Planning
8
1/25/18
8
2017 Federal Tax Update
170875201 – 170875320 170982617 – 170982724
420 – 600
Denver Denver Denver Denver Westminster
Durango Grand Junction Grand Junction Glenwood Springs Denver Englewood
COCPA QuickSearch
Instructor-led or taught by your team,
CPE at your office.
It’s important to make sure everyone in the office can work as a team. With a COCPA On-site class, everyone — CEOs, CFOs, CPAs, non-certified financial professionals, and administrative staff — can participate together in focused CPE that complements your company or firm’s mission. Our courses are led by expert instructors. However, some courses can be led by an expert from your very own office — we provide you with the discussion-leader guide and materials and you take it from there. Here are just a few of the courses that can be taught at your firm or company: • 529 College Saving Plans: Best Practices • Advanced Excel • Audit Data Analytics • Business Intelligence: Featuring Microsoft Power BI Tools • Controller’s Update • Data Breaches and Cybersecurity • Excel PivotTables for Accountants • Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance • Government and Not-for-Profit Update
• Lease Accounting • Performing Single Audits Under the Uniform Guidance • Revenue Recognition • Reviewing Individual Tax Returns: What Are You Missing? • Staff Training: Audit (Three Levels) • Staff Training: Tax (Three Levels) • Tax Update • Thriving in Chaos • Top Issues for Government and NotFor-Profit Entities • Fraud Update
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 or 303-741-8621 today. May/June/July November
19
CPE Registration Form (or register online at www.cocpa.org) Name________________________________________________ Title__________________________________________ Company_________________________________________________________________________________________ Address ___________________________________________________________________________________________ City___________________________________________________________State_______________ Zip______________ Business Phone_____________________________________Mobile Phone_____________________________________ Email Address______________________________________________________________________________________ Address is: ☐ Firm/Company ☐ Home ☐ Changed I am a member of: ☐ COCPA–Membership #__________________ ☐ AICPA–Membership #_________________________ Special needs I would like COCPA to be aware of:_________________________________________________________ I would like to register for the following Season Pass: ☐ 24 hr ☐ 40 hr ☐ 80 hr ☐ 120 hr In-class attendees: Get a $10 discount when you purchase a downloadable PDF of the book instead of a printed version (excludes CPE Season Pass). Please register me for: (If you want the course via webcast, please indicate this with a WC near the title. Thank you.) Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee ______________ PDF (-$10)________ Course Title____________________________________ Course Date_______ Fee _____________ _PDF (-$10)________ Total Registration Fee ______________ ☐ I have enclosed a check. ☐ Charge __________________ to my ☐ Visa ☐ MasterCard ☐ Discover ☐ American Express It is a: ☐ Company-issued card ☐ Personal card Card Number____________________________ Name of Cardholder_______________________ Exp____________ Print Name___________________________________ Signature____________________________________________ Return to: MAIL: 7887 E Belleview Ave., Suite 200, Englewood, CO 80111
PHONE: 303-773-2877 • 800-523-9082 • FAX: 303-773-6344 CANCELLATION/TRANSFER POLICY • Cancellation or transfer requests made 6 business days or more prior to the program, no fee assessed. • Cancellation or transfer requests made 2 to 5 business days prior to the program, $25 fee assessed. • Cancellation or transfer requests made 1 business day prior to or the day of the program, $50 fee assessed. • No notice of cancellation, 100% course fee assessed. •
20
All COCPA Policies and Procedures can be found online under the CPE drop down menu, Policies & Procedures.
COCPA QuickSearch
Mastering the New FASB Requirements
COCPA and Webcast
LEASES
NOVEMBER 27 How do the leasing requirements in the new standard differ from current GAAP? This course addresses that question by examining the core principles of the new standard, including identification, recognition, measurement, presentation and disclosure requirements.
November
REVENUE RECOGNITION NOVEMBER 28
The effective date of the new accounting standard for revenue recognition is fast approaching! This course will provide you with an in-depth understanding of the framework for revenue recognition built around the core principle that is applied in a five step process.
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Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
UPCOMING COURSES FOR
CPAS IN INDUSTRY 11/13 Financial Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance 11/15 Annual Update for Controllers 11/16 Transforming Your Role as Controller to Business Partner 11/27 Leases: Mastering the New FASB Requirements 11/28 Revenue Recognition: Mastering the New FASB Requirements 11/29 Corporate Tax Workshop: Get Ready for Busy Season
REGISTER AT WWW.COCPA.ORG