COCPA Quicksearch October 2015 by Colorado Society of Certified Public Accountants

QuickSearch October 2015

This isn’t just CPE. This is olorado CPE. Focused local knowledge tailored for the Rocky Mountain CPA. • Tax Year in Review and 2015 Planning • Colorado State Board of Accountancy Statutes, Rules, and Regulations • 2015 Governmental Conference • 2015 CPAs in Industry Conference

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 On-site class, everyone — CEOs, CFOs, CPAs, non-certified financial professionals, and administrative staff — can participate together in focused CPE that complements your company or firm’s mission. Our courses are led by expert instructors. However, some courses can be led by an expert from your very own office — we provide you with the discussion-leader guide and you take it from there. Either option allows you and your coworkers to address proprietary information or other specific needs in the comfort and privacy of your office. As budgets shrink and staff time becomes more valuable, bringing On-site CPE programs to your team is a wise choice. To learn more about our On-site CPE programs or to book a 2015 On-site-course date, please contact Michelle Clarke at mclarke@cocpa.org or 303-741-8621 today.

QuickSearch A Guide to CPE from COCPA. CPE Director Rebecca Campbell,CAE rcampbell@cocpa.org CPE Staff Accountant Susan Jimenez sjimenez@cocpa.org CPE Operations Michelle Clarke, SPHR mclarke@cocpa.org Please contact Michelle for On-site program requests.

Table of Contents 2

2015 Governmental Conference

2015 CPAs in Industry Conference

October Course Highlights

Excel Data Analysis and Reporting Roadmap

CPE Marketing and Webcasts Debbie Reece, CMP dreece@cocpa.org

2015 Conferences and Yellow Book Schedules

Colorado Society of CPAs 7887 E Belleview Ave., Suite 200 Englewood, CO 80111 303-773-2877 800-523-9082 Fax: 303-773-6344

Webinars

Webcast or Classroom Courses

www.cocpa.org

Ethics

Course Schedule by Date

Course Schedule by Field of Study

Volume-Buying Registration Form

CPE Registration Form

Not-for-Profit Accounting & Reporting: From Start to Finish October 30 — COCPA

Instructor: Steve Corder

Rather than training to run part of the race, train to run the entire race. This course trains you to clear key hurdles in not-for-profit accounting and reporting in an efficient and effective manner. Avoid the potholes of confusion and finish first by providing a financial picture that end users can truly understand. Major Subjects: • The not-for-profit government and GAAP • Core elements of financial reporting • Exchange transactions and contributions • Gains and losses, expenses, and reclassifications • Investments and split interest transactions

“Loved Steve’s presentation. He did ng a fabulous job teachi able in a very understand manner.” — Amy King 2014 course participant

• Reporting and measuring results Register online at www.cocpa.org | 1

2015 Governmental Conference Oct. 21, 2015 Inverness Hotel & Conference Center or Webcast 8:30 — 9:20 am

The Economic Outlook for the U.S. and Colorado: Headwinds or Tailwinds?

1:50 — 2:40 pm

Karl Greve, CPA Colorado PERA Kim Collins Fire & Police Pension Association of Colorado

Rich Wobbekind University of Colorado at Boulder Business Research Division 9:20 — 10:10 am

GASB Update – Now and in the Future David Bean, CPA Governmental Accounting Standards Board

10:10 — 10:25 am

10:25 —11:15 am

11:15 am — 12:05 pm

Networking Break

2:40 — 2:50 pm

Networking Break

2:50 — 3:40 pm

Affordable Healthcare Act Panel — What Do You Need to Know? Karen Vines IMA Inc. Robert W. Conner, CPA BKD LLP Gerry Niederman Polsinelli

OMB Uniform Grant Guidance Requirements and Implementation Tyra Litzau, CPA Anton Collins Mitchell LLP

Information Security and Emerging Risks Chirag Joshi, M.S, CISA, CISM, CRISC University of Colorado Office of the President

12:05 — 1 pm

Lunch

1 — 1:50 pm

Common Errors and Issues When Drafting Financial Statements Crystal Dorsey, CPA Colorado Office of the State Auditor

2 | QuickSearch October 2015

Implementation of the New Pension Standards for Employers GASB 68

3:40 — 4:30 pm

Investments Panel: Impact of Statutory Changes Kevin Collins, CPA , Moderator CliftonLarsonAllen LLP Chris Blackwood PFM Asset Management LLC Larry Dorr, CPA City of Lakewood

2015 CPAs in Industry Conference Oct. 27, 2015 • Inverness Hotel & Conference Center or Webcast 8:30 — 9:20 am

9:20 — 10:10 am

The Future of Finance

Barry Payne, CPA American Institute of CPAs

How Will the New GAAP Standards Affect You? Kurt Oestriecher, CPA Oestriecher & Company CPAs

10:10 — 10:25 am

Networking Break

10:25 — 11:15 am

A Cornucopia of Recent 401(k) Plan Topics That You Need to Know About Now

11:15 am — 12:05 pm 12:05 — 1 pm

1 — 1:50 pm

1:50 — 2:40 pm

2:40 — 2:50 pm

2:50 — 3:40 pm

Ed Frado, Esq. Law Office of Ed Frado LLC

Tax Update

Bruce Nelson, CPA EKS&H LLLP

3:40 — 4:30 pm

Best practices in IT David Duncan WEBROOT

2016 Economic Forecast for Metro Denver Patricia Silverstein Development Research Partners

Networking Break

2015 Accounting and Finance Hiring and Compensation Trends Katie Essman and Kevin Mooney Robert Half

Employment Law Update

Mark Parcheta, SPHR Mountain States Employers Council

Lunch

Register online for these conferences at www.cocpa.org or use the paper registration form in the back of QuickSearch on page 28 Register online at www.cocpa.org | 3

Identity Theft: Preventing, Detecting, and Investigating Identity Theft October 26 Protect yourself and your clients from identity theft, which includes the theft of personal and professional identities. No one is immune from this rising tide of criminal misconduct and as your clients seek your advice, you will be required to perform due diligence in protecting their IDs. Some will even be tasked with investigating the crime. As the instances of identity theft continue, people are clamoring for ways to detect identity theft, protect themselves from becoming a victim, and investigating instances of theft when they strike.

Major Subjects * Identity theft statistics * Types of identity theft * Obtaining the victim’s information * Tools used in identity theft investigations * Finding identifying information on the Internet * Investigating identity theft * Detecting and preventing identity theft

Enhance Your Arsenal of Decision Support Tools with a Robust Table Driven Projection Model With the comprehensive, flexible, and fully integrated table driven model provided as part of the Excel Financial Projection Model seminar offered on Thursday, October 22, you can potentially significantly increase the quality and timeliness of decision support to company management. In addition to utilizing this model to break down the annual budgeting tasks into chewable chunks, the following are examples of uses of this model as a decision support tool: a) capital expenditure approval process, b) new product launch proposals, c) acquisition feasibility reviews, d) start-up business plans, e) business expansion financing, f) debt restructuring, g) major customer contract proposals, h) product or service price increase analysis, and i) annual employee pay increase analysis. This table driven model provides extensive flexibility to project: a) sales, b) cost of sales, c) variable operating expenses, d) variable capital expenditures, e) working capital, and f) taxes that will automatically recalculate with changes in the volume of the business. This flexibility 4 | QuickSearch October 2015

enables rapid “what-if” analysis that can enable you to provide management with a timely and meaningful comparison of the financial statement impacts of a range of scenarios for major business decisions. This quality of timely information can help management reach a comfort level on which scenario is the best course of action for the company.

Excel Financial Projection Model October 22 (COCPA) Instructor: Thomas L. Moore TLM Solutions LLC

Starting with the 2015 CPE season, the Farmer/Nunnallee Tax Seminar Series will be offering a one-day Individual Income Tax Workshop and a oneday Corporate Update. Register to receive a 600+ page updated manual that has been provided to attendees in previous years. Sign up for one or both days.

Individual Income Tax Workshop Nov. 23

Inverness Hotel & Conference Center, Englewood or webcast • 2015 individual tax developments, including a review of the new ABLE Account under the ABLE Act • 2015 developments that may warrant amended returns • Important 2015 regulations, court cases, rulings and other important non-legislative developments • Survey of latest Affordable Care Act developments • Status of individual tax breaks that expired at the end of 2014 • Review of the 3.8% Net Investment Income Tax • Important developments involving passive activities • Latest developments on filing status issues, dependency exemptions, business travel, medical expenses, taxation of damage awards, and homesale gain exclusion • Updates on distributions from qualified plans and IRAs • Overview of impact of capitalization regulations on Schedules C, F, and E

Corporate and Business Tax Workshop Nov. 24

Inverness Hotel & Conference Center, Englewood or webcast • 2015 corporate and business tax developments, including a review of new tax legislation • A review of both legislative and non-legislative provisions first effective in 2015, including: 1) The "employer mandate" provisions and the new mandatory employer reporting rules of the Affordable Care Act and 2) The new certified professional employer organization provisions of the ABLE Act • Status of business tax breaks that expired at the end of 2014 • Review of the latest developments involving the final capitalization regulations • Latest developments involving S corporations and partnerships (including planning ideas) • The latest on the section 179 deduction and the section 168(k) bonus depreciation. • Independent contractor and payroll tax issues • Review of various fringe benefits (including the latest developments on employer premium payment plans) Register online at www.cocpa.org | 5

October Course Highlights Annual Update: Top Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs* October 1 (COCPA)

If you have been looking for advice from the AICPA’s Technical Hotline as well as from the GASB Technical Inquiry System, this course is for you! Our sources are high-quality and nonauthoritative, but offer viable solutions to preparers of governmental and nonprofit financial statements and their auditors. Attendees will:

• Explore the application of professional judgment by providing a review of the top accounting and auditing issues faced by preparers of governmental and not-for-profit financial statements and their auditors • Discuss issues from inquiries received by both the AICPA and GASB over the past year • Understand reasonable alternatives for accounting and auditing issues related to nonprofit and governmental organizations

*AICPA members will receive an additional $30 per day discount on these courses.

New

Hour

Course!

Securing Your Data – Practical Tools for Protecting Information

Advanced Excel Reporting – Best Course! Practices, Tools, and Techniques

Hour

October 19 (COCPA)

October 20 (COCPA)

Learn about the latest tools and techniques for encryption, virus protection, secure communications, secure authentication, and more. Participants will learn current best practices in information security and how to help their organizations avoid the effects of poor decisions in managing information security.

Learn how to create accurate, easy-toprepare reports in Excel. Learn how to use tools such as Open Database Connectivity and Online Analytic Processing to connect Excel to external data sources, including your accounting software database, to extract data for reporting and analysis.

Attendees will:

• Use Tables and PivotTables to create accurate financial reports and analyses • Learn Excel shortcuts for formatting financial reports • Implement Excel templates to improve reporting productivity

• Assess the relevant security risks in their organization and identify specific tools and techniques to protect sensitive date • List four specific actions available to improve security • Implement security procedures to improve organizational security

Attendees will:

Hour

Course!

Hour

Course!

Microsoft Office 365 – Your Office, Your Way October 19 (COCPA)

Using Office 365 will give you the freedom to work from just about anywhere, on almost any device, and at virtually any time. Office 365 allows users to combine traditional desktop licenses of Microsoft Office with cloudservices such as Exchange Online and SharePoint Online to deliver tremendous power at a budget-friendly price Attendees will:

• Discuss the hybrid approach behind Office 365 and understand how it differentiates from competitors • Identify plans for their organization and know how to configure Office 365, including email, and SharePoint • Utilize Office Online to collaborate with others

Technology Update October 20 (COCPA)

Gain an understanding of the major trends in hardware, software, and services. Get the latest information and learn about the full spectrum of practical technology available to you and your team. Attendees will:

• Discuss security issues facing accounting and financial professionals and list options for mitigating risk • Describe trends in hardware, including desktops, laptops, servers, tablets, storage, and printing • Examine strategies for successful cloud implementations, including accounting and tax, document management, workflow, and data storage and synchronization applications

Excel-Based Dashboards October 21 (COCPA) Learn how to build Excel-based dashboards that extract information from your accounting application along with other databases and to present this data as actionable information in a dashboard setting. Attendees will:

6 | QuickSearch October 2015

• Identify building blocks of Excel-based dashboards • Learn to create, format, and manipulate charts — including charts based on tables, with dynamic text boxes, with

conditional formatting, interactive charts, sparklines, and drill down charts • Discuss PivotTables and PivotCharts and understand how to use specific PivotTable and PivotChart functionality

The Best S Corporation, Limited Liability, and Partnership Update Course October 23 (Colorado Springs) November 17 (Westminster)

Practitioners need to keep abreast of all tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Attendees will:

• Understand the major issues on which taxpayers and the IRS are in conflict • Discuss how tax reform affects planning for pass-throughs • Examine what pass-throughs can do in light of health care changes New

Identity Theft: Preventing, Detecting, and Investigating Identity Theft*

October 26 (COCPA or webcast)

As the instances of identity theft continue, people are clamoring for ways to detect identity theft, protect themselves from becoming a victim, and investigating instances of theft when they strike. Don’t allow you or your client to become the next victim! Attendees will:

• Identify the various means used to commit identity theft and how thieves obtain the information necessary to commit these crimes • Learn how to protect personal and professional identities from identity theft • Understand how to implement policies and procedures to protect their identities

Advanced Business Law for CPAs* October 26 (Grand Junction)

Understand the legal issues in employment, social media/privacy, e-business, intellectual property, corporate law, securities, business taxes, environmental regulation, and public company matters. Limit your clients’ individual liability and insurance, head off tax issues, and take advantage of alternate forms of dispute resolution. Attendees will:

• Understand how to reduce legal exposures for entities, officers, and directors • Learn how to skillfully navigate business disputes and potential resolutions • Discuss trends in business law among topics including employment, tax, liability, intellectual property, and many more

Forensic Accounting and Investigative Practices* October 27 (COCPA)

Dive into the unique investigative and communications skills and analytical practices required of the best forensic accountants. Learn how to provide expert witness testimony in mediations, arbitrations, and governmental hearings. Learn how to use proven methods, and proper documentation of evidence to successfully complete a forensic accounting engagement. Attendees will:

• Learn investigatory techniques for conducting interviews • Discover solutions for uncovering hidden assets using a hands-on team case study • Discuss how to document findings in forensic accounting reports

Fundamentals for Performing a Single Audit Under the Uniform Guidance for Federal Awards* New

October 28 (COCPA or webcast)

Need a refresher on the key concepts of performing a compliance audit of federal awards? This course will elevate your

proficiency and efficiency to perform a single audit using the guidance in the OMB Uniform Guidance for Federal Awards. Attendees will:

• Discuss how the requirements of the Uniform Guidance for Federal Awards relate to GAAS and the Yellow Book • Understand the importance of a passthrough entity, recipient, sub recipient, and contractor • Examine the auditor’s responsibility for testing compliance and explain the key reporting requirements

The 25 Most Important Tax Aspects of Real Estate Transactions and Investments October 28 (Boulder) Gain an in-depth knowledge of the tax issues involving real estate acquisitions, operations, and dispositions. Participants will discover the landscape of tax issues involving real estate. Attendees will:

• Understand the tax aspects of purchasing real estate property • Understand the disposition of real estate property • Understand the major issues in the tax aspects of operational issues in holding real estate

Studies on Single Audit and Yellow Book Deficiencies* October 29 (COCPA)

Learn to avoid common deficiencies found in single audits and Yellow Book engagements using case studies and practice exercises with lessons for today’s issues. These case studies and practice exercises are based on the Yellow Book and the Uniform Guidance for Federal Awards. Attendees will:

• Identify common deficiencies in the use of engagement letters • Simulate the process of drafting an audit finding • Recognize auditee and auditor responsibilities related to the Schedule of Federal Expenditures (SEFA) and potential problem areas in SEFA presentation. Register online at www.cocpa.org | 7

for ses

Need CFP or CLE Credit? If you need CFP or CLE credit, please send Pamela, pgaley-coleman@cocpa.org, an email 5 weeks before the program with the following information included:

• Your name • contact information • class for which you are requesting credit • and your CFP or CLE license number

ore!

Tax Year in Review and 2015 Planning with Mark Soukup Just when you thought you would have a tax year where you can catch your breath and have few changes, the IRS issues several important regulations; Congress issues several important new tax laws hidden in such random bills as the “Surface Transportation and Veterans Healthy Care Choice Improvement Act of 2015,” and even the Supreme Court enters the act deciding on a couple of significant court cases with tax implications. Then, the IRS issues an FAQ and the Colorado legislature passed some new income tax credits. Now you need to keep up with all the new guidance on significant participation and the passive loss rules as they relate to the 3.8% surtax. These topics along with any new laws, regulations and more will be covered in this course. 8 | QuickSearch October 2015

Oct. 30 (Sterling) Nov. 2 (Steamboat Springs) Nov. 4 (Longmont) Nov. 10 (Pueblo) Nov. 11 (Colorado Springs) Nov. 16 (Boulder) Nov. 17 (Ft. Collins) Nov. 30 (Grand Junction) Dec. 1 (Aspen) Dec. 7 (Durango) Dec. 14 (Westminster) Dec. 18 (COCPA/webcast)

Excel Data Analysis and Reporting Roadmap By: Will Fleenor, CPA, Ph.D., Member K2 Enterprises Let’s stop manually pushing data out of ERF systems, accounting software, and other databases into Excel and save time with these easy steps.

Step 1 – Importing Data Using Excel Queries

If you use SQL databases, Excel is also a capable SQL client. If our objective is to build a better analysis and reporting spreadsheet, then getting the data into Excel by query is a must. These live hooks, to the most recent versions of all our data, give us the ability to update the data: (1) quickly, (2) easily, (3) with low risk of error, and – if we choose - (4) automatically every time we review the report. All that time previously spent pushing the data out in Excel is no longer needed – we simply click “Refresh.” Best of all, the risk of errors is significantly reduced. To access your data in Excel, determine what application is hosting your data and what type of query it supports. Get the database administrator to grant you the right to make the queries. Once you have rights, configure Excel so it can see your database. Then pull in your data. The query feature is accessed under the Data tab.

Step 2 – Leave the Data Alone

The next common cause of errors is when users turn data into reports by inserting and deleting rows and columns, copying, cutting, and pasting, etc. Build your reports in separate sheets that point to your datasets. You can still filter your datasets, but don’t modify or delete records or fields.

Step 3 – Build and Analyze Data in Separate Sheets Using the old approach of turning the data itself into the report by

inserting rows and columns, copying and pasting, etc., was never efficient. Using the queries discussed in Step 1, we can automate the process of getting our datasets into Excel. When datasets are turned into “Tables,” you can use the table name and the field name in building a formula. For example, if you had a dataset where you had a field named “Amount” and the Table was named “Sales,” you could summarize that field with the following formula: =SUM(Sales[Amount]) Using the Table name and the field name in the formula is called “structured referencing.” It allows you to build formulas that summarize fields rather than static ranges like H3:H350. If you are building static reports (i.e. report layout does not change from period to period) that are updated periodically and are based on only one Table, the =SUMIFS() function is likely a good choice. This function allows you to summarize data by as many criteria as you would like.

the trial balances of these three companies and have the ability to get an up-to-date consolidated trial balance any time we want. This would allow us to quickly see how much cash we have and where it is. Since the data is in Sage 50 (an ODBC enabled application), we can use ODBC queries, as described in Step 1, to bring each of the three trial balances into one Excel file – each as a separate Table in a separate sheet. Since the account numbering structure is the same for all three businesses, the account numbers (key field) along with the Excel Data Model can be used to consolidate the three closely held businesses. The Excel Data Model allows us to identify the related fields in the three trial balance Tables. This consolidation can be updated at any time by “Refreshing” the queries and the PivotTable. The queries can be set to “Refresh” automatically when the file is opened. To create this type of consolidation report, use the PivotTable Step 4 – Relate Tables and Build and PivotChart Consolidation Wizard. Those working for large entities Reports from Multiple Sources should explore the PowerPivot add-in You also need to understand how (new in Excel 2013) to relate multiple to summarize data with PivotTables different types of databases with literally and PivotCharts. They are well suited millions of records. If you want to mine to quickly summarize large amounts of your data, consider Microsoft’s new data in multiple different ways. “Power BI” (Business Intelligence). Analysis and reporting requires Conclusion data from multiple related Tables, use The costs (inefficient workflow) and PivotTables. The Excel Data Model risks (human error) of creating reports (new in Excel 2013), which allows you to relate tables, is designed to be used by pushing data into Excel and then transforming that data into the report with PivotTables. makes this approach to reporting Example – Small Business unacceptable. Automating the process Let’s assume that we have three of moving the new data into Excel closely held businesses in a separate and updating the reports and analysis Sage 50 database. We would like to clearly makes more sense. Use these build a spreadsheet that will consolidate easy to use tools today. Register online at www.cocpa.org | 9

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 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 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.

10/1 Annual Update: Top Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs* (COCPA) 10/21 2015 Governmental Conference (Inverness or webcast) 10/28 Fundamentals for Performing a Single Audit under the Uniform Guidance for Federal Awards* (COCPA or webcast) 10/29 Studies on Single Audit and Yellow Book Deficiencies* (COCPA) 11/9 A Complete Guide to the Yellow Book (COCPA or webcast) 11/20 Applying the Uniform Guidance for Federal Awards in Your Single Audits* (COCPA) 12/15 Latest Developments in Government and Nonprofit Accounting and Auditing 2015 (COCPA) *AICPA members will receive an additional $30 per day discount on these courses.

How to Change Your Status to Retired with the Colorado State Board of Accountancy To change your certificate status to retired with the Colorado State Board of Accountancy you must: • Submit an application in a manner prescribed by the Board; • Be at least 55 years old; • Have held an Active certificate in good standing issued by any State for a total of at least 15 years and must have held an Active Colorado Certificate for at least 2 of those years; and • Attest to having completed 10 hours of CPE for each full quarter that the Certificate was Active during the CPE Reporting Period in which the Applicant retires. No more than 20 percent of the CPE can be in Personal Development, as defined by the Fields of Study. At least 2 hours of CPE must be in Ethics. Remember, A Retired Certificate expires and must be renewed according to the schedule established by the Division of Professions and Occupations to maintain a retired status. 10 | QuickSearch October 2015

2015 Conference Schedule This yearâ&#x20AC;&#x2122;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 2015 conferences are also available via live webcast.

10/21

nce

tal Confere

Governmen

10/27 11/6 11/17 11/19

rence

ustry Confe

CPAs in Ind

onference*

onal Tax C

ternati Webcast: In Real Estate

Conference d Auditing

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12/7 12/15 12/16-17 4/28

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* Conference e Industry in W t: s a c b We ference CAOB Con SEC and P nce tch Confere Mix and Ma nference* Industry Co re a C h lt a e Webcast: H

*These conference are produced by the California Society of CPAs.

Yellow Book Schedule 10/1

Annual Update: Top Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs*

COCPA

10/6

Webinar: Fraud and Abuse in Nonprofits (2 hours)

webinar

10/7

Webinar: Fraud and Abuse in Government Entities (2 hours)

webinar

10/21 2015 Governmental Conference

Inverness or webcast

10/28 Fundamentals for Performing a Single Audit Under the Uniform Guidance for Federal Awards*

COCPA or webcast

10/29 Studies on Single Audit and Yellow Book Deficiencies*

COCPA

10/30 Not-for-Profit Accounting & Reporting: From Start to Finish*

COCPA or webcast

11/9

COCPA or webcast

A Complete Guide to the Yellow Book

11/19 GASB Statement No. 68 Audit and Accounting Workshop (4 hours)

COCPA

11/19 Not-for-Profit Accounting and Auditing Update (4 hours)

COCPA

11/20 Applying the Uniform Guidance for Federal Awards in Your Single Audits*

COCPA

11/25 Webinar: Yellow Book: Heartburn Inducing Requirements (2 hours)

webinar

12/3

COCPA

Accounting and Reporting for Not-for-Profit Organizations*

12/15 Latest Developments in Government and Nonprofit Accounting and Auditing 2015

*AICPA members will receive an additional $30 per day discount on these courses.

COCPA

Webinars Finance

Accounting & Auditing Internal Control’s New Muscles (2 hours)

10/1, 11/5

Beyond Traditional Budgeting: Reduce Work and Improve Control (2 hours)

10/8, 12/30

New FASB Developments for Business & Industry (4 hours)

10/12, 11/18, 12/2

Analyzing a Company’s Financial Statement (4 hours)

10/15, 11/10, 12/3

Statement of Cash Flows: Preparation, Presentation, and Use (4 hours)

10/21, 11/6,11/25, 12/7

Accounting & Auditing - Gov. Yellow Book: Heartburn Inducing Requirements (2 hours)

10/22, 11/25

Single Audit Primer and Update (2 hours)

10/23, 11/10

Business Management Strategic Skills for CFOs (2 hours)

10/12, 11/2, 12/9

Getting Along at Work – Managing Four Generations (2 hours)

10/14, 11/9, 12/9

The CFO: 5 Critical Skills to Maximize Profits (2 hours)

10/16, 11/4, 11/16, 12/21

Creating Breakthrough Strategies in an EverChanging World (2 hours)

11/9

Computer Science QuickBooks – Best Practices for Accountants (2 hours)

10/5, 11/3, 12/7

Paperless Tools – Scanning, Document Management, Workflow, and Portals (2 hours)

10/7, 11/2, 11/17

Microsoft Office 365 - What You Should Know (2 hours)

10/1, 10/28, 11/5, 12/11

Crowdfunding for Accountants (2 hours)

11/6

12 | QuickSearch October 2015

Controller’s Update: Today’s Latest Trends (4 hours)

10/7, 11/20, 12/8

Raising Financing: Established Entities (2 hours)

10/16

Financial Forecasting: Planning for Success (4 hours)

10/21, 11/19

Management Advisory Services Risk, Cost, and Cash Management for Controllers and Financial Managers (4 hours)

10/29, 11/20, 12/18

Financial Aid Process (2 hours)

10/9

Specialized Knowledge Excel – Best Unknown Features for Accountants (4 hours)

10/13

Security Tips to Protect Sensitive Data (2 hours)

10/13

Excel Budgeting Techniques (2 hours)

10/30, 12/30

Mobile Device Management – Not Optional Anymore! (2 hours)

11/18

Tax The CPA’s Role in Buying or Selling a Business (4 hours)

10/1, 11/25, 12/17

Retirement Plan Options for Small Businesses (2 hours)

10/8, 11/11, 11/28

Dealing with the Net Investment Income Tax and Additional Medicare Tax (2 hours)

10/19, 11/10

Capitalized Costs and Depreciation: Key Issues and Answers (4 hours)

10/30, 11/24, 12/23

IRS Disputes: Identifying Options for Your Clients (4 hours)

10/26, 11/4, 12/10

Upcoming COCPA courses: in-classroom or via webcast LIVE

LIVE

We b c a s t

In-Classroom

10/2

Ethical Management of Conflict

150650920

10/2

Ethical Management of Conflict

150650906

10/2

Creating an Ethical Work Environment

150651920

10/2

Creating an Ethical Work Environment

150651906

10/19

Ethics and the AICPA’s Principles, Rules, and Responsibilities

150652820

10/19

Ethics and the AICPA’s Principles, Rules, and Responsibilities

150653906

10/19

Colorado Board of Accountancy Statues, Rules, and Regulations

150652420

10/19

Colorado Board of Accountancy Statues, Rules, and Regulations

150652906

10/21 2015 Governmental Conference

150652922

10/21 2015 Governmental Conference

150648415

10/23 When Good CPAs Go Bad: Ethics & Cases

150653920

10/23 When Good CPAs Go Bad: Ethics & Cases

150654906

150654920

10/26

150653122

10/27 2015 CPAs in Industry Conference

10/26

Identity Theft: Preventing, Detecting, and Investigating Identity Theft*

10/27 2015 CPAs in Industry Conference

Fundamentals for Performing a Single Audit 150656920 10/28 Under the Uniform Guidance for Federal Awards*

Identity Theft: Preventing, Detecting, and Investigating Identity Theft*

150656901 150658615

Fundamentals for Performing a Single Audit 150658901 10/28 Under the Uniform Guidance for Federal Awards*

10/30

Not-for-Profit Accounting & Reporting: From Start to Finish*

150657920

10/30

Not-for-Profit Accounting & Reporting: From Start to Finish*

150661901

11/3

Ethical Management of Conflict

150765320

11/3

Ethical Management of Conflict

150760206

11/3

Creating an Ethical Work Environment

150765920

11/3

Creating an Ethical Work Environment

150760306

11/5

Making Ethics Count: In Financial Reporting 150766520

11/5

Making Ethics Count: In Financial Reporting 150760406

11/5

Making Ethics Count: Making Ethical Decisions in Today’s Competitive Environment

150767120

11/5

Making Ethics Count: Making Ethical Decisions in Today’s Competitive Environment

150760506

11/9

A Complete Guide to the Yellow Book

150760220

11/9

A Complete Guide to the Yellow Book

150760601

11/11 Annual Update for Controllers*

150761220

11/11 Annual Update for Controllers*

150760801

11/17 2015 Real Estate Conference

150762422

11/17 2015 Real Estate Conference

150792615

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.

*AICPA members will receive an additional $30 per day discount on these courses.

Reminder: If you and your coworkers sign up for a webcasted course, you can watch it together, discuss topics amongst yourselves, choose the questions you’d like to ask the instructor, and, overall, enjoy the peer interaction that comes with an in-class CPE experience. Each attendee must be registered. Register online at www.cocpa.org | 13

Colorado Board of Accountancy Statutes, Rules, and Regulations Glenwood Springs 8:30 – 10:10 am

10/1

Ethics and the AICPA’s Principles, Rules, and Responsibilities 10/1 Glenwood Springs 10:30 am – 12:10 pm

10/19

COCPA or webcast

8:30 – 10:10 am

10/19

COCPA or webcast

10:30 am – 12:10 pm

10/20

Ft. Collins

12:30 – 2:10 pm

10/20

Ft. Collins

2:20 – 4:00 pm

12/4

Webcast Only

8:30 – 10:10 am

12/4

Webcast Only

10:30 am – 12:10 pm

10/1

Making Ethics Count: In Financial Reporting Durango 8:30 – 10:10 am

11/3

Steamboat Springs

8:30 – 10:10 am

11/5

COCPA or webcast

1:00 – 2:40 pm

11/12

Pueblo

1:00 – 2:40 pm

11/13

Colorado Springs

8:30 – 10:10 am

12/23

Webcast only

1:00 – 2:40 pm

Creating an Ethical Work Environment 10/2

COCPA or webcast

10:30 am – 12:10 pm

11/3

COCPA or webcast

10:30 am – 12:10 pm

11/5

Boulder

10:30 am – 12:10 pm

12/3

Westminster

10:30 am – 12:10 pm

12/16

COCPA or Webcast

10:30 am – 12:10 pm

Ethical Management of Conflict 10/2

COCPA or webcast

8:30 – 10:10 am

11/3

COCPA or webcast

8:30 – 10:10 am

11/5

Boulder

8:30 – 10:10 am

Making Ethics Count: Making Ethical Decisions in Today’s Competitive Environment 10/1 Durango 10:30 am – 12:10 pm

12/3

Westminster

8:30 – 10:10 am

11/3

Steamboat Springs

10:30 am – 12:10 pm

12/16

COCPA or Webcast

8:30 – 10:10 am

11/5

COCPA or webcast

3:00 – 4:40 pm

11/12

Pueblo

3:00 – 4:40 pm

11/13

Colorado Springs

10:30 am – 12:10 pm

12/23

Webcast only

3:00 – 4:40 pm

Video On-Demand Ethics Colorado State Board of Accountancy Statutes, Rules, and Regulations by Rosemary Weiss • Fulfills the Colorado State Board’s ethics requirement for active certificate holders. • Fulfills the CR&R requirement that newly licensed certificate holders must meet within six months of licensure. Making Ethics Count: CPAs & Ethics by Dan Chenoweth, CPA • A thought-provoking and information-filled interactive course. • Fulfills two hours of the State Board’s ethics requirement for all Colorado CPAs. The AICPA’s Principles, Rules, and Responsibilities by Rosemary Weiss • Using the AICPA’s code of conduct and participant’s ethics dilemmas, gain additional tools to help make ethical decisions. • Fulfills two hours of the State Board’s ethics requirement for all Colorado CPAs. 14 | QuickSearch October 2015

New

When Good CPAs Go Bad: Ethics & Cases

10/23

COCPA or webcast

1:00 – 4:30 pm

11/30

COCPA

8:30 am – Noon

12/4

Longmont

8:30 am – Noon

12/8

COCPA or webcast

8:30 am – Noon

Choose the electronic book option when registering for an in-classroom course and save $10.00.

ETHICS

Symbols: $: AICPA members who register for these courses will receive an additional $30 per day discount. : New Course in 2015 : Live-Streaming Webcast : Meets Yellow Book Requirement K: Instructor Knowledge Rating P: Instructor Presentation Rating (1 is low, 5 is high)

Date

10/1

Choose the electronic book option when registering for an in-classroom course and save $10.00.

AG: Accounting (Govt.) AP: Administrative Practice AU: Auditing AD: Auditing (Govt.) BE: Behavioral Ethics BL: Business Law BM: Business Management & Organization

CPE Course Title/Code

Annual Update: Top Governmental and Notfor-Profit Accounting and Auditing Issues Facing CPAs / 150650901

ST: Statistics TX: Tax

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

Location

AICPA

COCPA

Levels: B: Basic I: Intermediate A: Advanced U: Update

Fees: Member/Nonmember

Instructor

William Wagner

Fee

FOS

Level

355/507

AG/ AD

Enhance both your knowledge and your professional judgment by reviewing some of the top accounting and auditing challenges facing the preparers of governmental and nonprofit financial statements.

K=4.64 P=4.37

Making Ethics Count: In Financial Reporting (8:30 -10:10 am) / 150654012

COCPA

Durango

Dan Chenoweth

95/135

Learn how corporate candor can be a predictor of an organization’s long-term success or failure using the Rittenhouse Rankings methodology.

K=4.82 P=4.82

10/1

Making Ethics Count: Making Ethical Decisions in Today’s Competitive Environment (10:30 am-12:10 pm) / 150654412

COCPA

Durango

Dan Chenoweth

95/135

Build a foundation of six philosophical approaches to ethics you can use to make better decisions and how ethics can be a competitive advantage in today’s world.

K=4.82 P=4.82 10/1

Colorado Board of Accountancy Statutes, Rules, and Regulations (8:30 -10:10 am) / 150654812

COCPA

Glenwood Springs

Rosemary Weiss

95/135

Learn how to apply these bodies of law to practical, everyday experience. The Colorado State Board of Accountancy requires CPAs to complete this course within six months of their initial licensure.

K=4.78 P=4.64 10/1 K=4.78 P=4.64

Ethics and the AICPA’s Principles, Rules, and Responsibilities (10:30 am-12:10 pm) / 150655212

COCPA

Glenwood Springs

Rosemary Weiss

95/135

Robbie Glantz

85/121

Using the AICPA’s code of conduct, you’ll gain additional tools to help you make ethical decisions. 10/2

Ethical Management of Conflict (8:30 -10:10 am) 150650906 or Webcast / 150650920

COCPA

COCPA or Webcast

Learn ethical principles, sources, and approaches to conflict so that you can promote positive outcomes and strengthen workplace relationships, shared understanding, and increased productivity.

K=4.66 P=4.56 10/2

Creating an Ethical Work Environment (10:30 am-12:10 pm) 150651906 or Webcast / 150651920

COCPA

COCPA or Webcast

Robbie Glantz

85/121

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.

K=4.66 P=4.56 10/19 K=4.95 P=4.78

Field of Study (FOS):

AC: Accounting

Course Schedule by Date

Securing Your Data - Practical Tools for Protecting Information (12:30 -4 pm) / 150651901

K2 Enterprises

COCPA

Steven Phelan

170/243

Security is not optional and yesterday’s security techniques are not working as effectively as they once were — learn about the latest tools and techniques for encryption, virus protection, secure communications, secure authentication, and more.

Date

Course Schedule by Date

10/19

CPE Course Title/Code

Microsoft Office 365 - Your Office, Your Way (8:30 am -12 pm) / 150652901

Vendor

K2 Enterprises

Location

COCPA

Instructor

Steven Phelan

Fee

FOS

Level

170/243

Work from just about anywhere, any time, on any device — learn the value proposition behind Office 365, how to take advantage of its features, and how to configure Office 365 services such as email, Office Web Apps, collaboration tools, and instant messaging and online meeting.

K=4.95 P=4.78

10/19

Colorado Board of Accountancy Statutes, Rules, and Regulations (8:30 -10:10 am) / 150652906 or Webcast / 150652420

COCPA

COCPA or Webcast

Rosemary Weiss

85/121

Learn how to apply these bodies of law to practical, everyday experience. The Colorado State Board of Accountancy requires CPAs to complete this course within six months of their initial licensure.

K=4.78 P=4.64 10/19 K=4.78 P=4.64

Ethics and the AICPA’s Principles, Rules, and Responsibilities (10:30 am-12:10 pm) / 150653906 or Webcast / 150652820

COCPA

COCPA or Webcast

Rosemary Weiss

85/121

Steven Phelan

170/243

Using the AICPA’s code of conduct, you’ll gain additional tools to help you make ethical decisions. 10/20

Advanced Excel Reporting - Best Practices, Tools, and Techniques (8:30 am-12 pm) / 150653901

K2 Enterprises

COCPA

Learn best practices for presenting compelling and captivating Excel-based reports, charts, and dashboards, along with how to use two Excel add-ins to streamline and automate many of the manual processes associated with building Excel-based reports.

K=4.95 P=4.78 10/20

Technology Update (12:30 -4 pm) / 150654901

K2 Enterprises

COCPA

Steven Phelan

170/243

Get clear guidance on Windows, Office, the cloud, security, and other technology-related issues then look at the full spectrum of practical technology available to you and your team and how to implement these tools for maximum impact during this fast-paced, 4-hour course.

K=4.95 P=4.78 10/20

Colorado Board of Accountancy Statutes, Rules, and Regulations (12:30 -2:10 pm) / 150655612

COCPA

Ft. Collins

Rosemary Weiss

95/135

Learn how to apply these bodies of law to practical, everyday experience. The Colorado State Board of Accountancy requires CPAs to complete this course within six months of their initial licensure.

K=4.78 P=4.64 10/20 K=4.78 P=4.64

Ethics and the AICPA’s Principles, Rules, and Responsibilities (2:20-4 pm) / 150656012

COCPA

Ft. Collins

Rosemary Weiss

95/135

Steven Phelan

355/507

SK/ AC

Using the AICPA’s code of conduct, you’ll gain additional tools to help you make ethical decisions. 10/21

Excel-Based Dashboards / 150655901

K2 Enterprises

COCPA

Improve financial and operational reporting processes by learning to extract information from your accounting application along with other databases and presenting this data as actionable information in a dashboard setting. Learn how multiple Excel users can now find the specific information they seek quickly.

K=4.95 P=4.78

10/21

2015 Governmental Conference / 140658415 or Webcast / 150652922

COCPA

Inverness or Webcast

Various Speakers

335/479

EC/ AG/ CP/ SK

375/536

Topics will include an economic outlook, GASB update, cyber security, fraud, the ACA, investments, and more. 10/22 K=4.91 P=4.55

Excel Financial Projection Model for Business Plans, Acquisitions, New Product Launches, COCPA Annual Budgets, & Cash Flow Forecast / 150662901

COCPA

Tom Moore

The purpose of this course is to provide you the tools, training and direction to create up to five years of financial projections 10/22

Estate and Life Planning Issues for the Middle-Income Client / 150682109

Surgent McCoy

Colorado Springs

Ed Harter

395/564

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.

K=4.95 P=4.74 10/23

When Good CPAs Go Bad: Ethics & Cases (1 -4:30 pm) 150654906 or Webcast / 150653920

COCPA

COCPA or Webcast

Paul Harrison

170/243

Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them. 10/23 K=4.95 P=4.74

The Best S Corporation, Limited Liability, and Partnership Update Course / 150682409

Surgent McCoy

Colorado Springs

Ed Harter

395/564

Learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs.

16 | QuickSearch October 2015

CPE Course Title/Code

10/26

Identity Theft: Preventing, Detecting, and Investigating Identity Theft / 150656901 or Webcast / 150654920

Vendor

Location

AICPA

COCPA or Webcast

Instructor

Fee

Robert Minniti

FOS

355/507

Level

Learn various ways identity thieves use to obtain the necessary information to steal the identity of yourself or your clients, and how to combat them.

10/26

Advanced Business Law for CPAs / 150682709 AICPA

Grand Junction

Bob Walter

375/536

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.

K=4.73 P=4.58

10/27

Forensic Accounting Investigative Practices / 150657901

AICPA

COCPA

Robert Minniti

355/507

Dive into the unique investigative and communications skills and analytical practices required of the best forensic accountants with guidance on how to provide expert witness testimony in mediations, arbitrations, and governmental hearings. You’ll also learn how to use proven research, investigative methods, and proper documentation of evidence to successfully complete a forensic accounting engagement.

10/27

2015 CPAs in Industry Conference / 150658615 or Webcast / 150653122

COCPA

Inverness or Webcast

Various Speakers

335/479

AC/ AU/ SK/ TX/ CP/ EC

Course Schedule by Date

Date

Topics will include: The future of Accounting; accounting and auditing update; tax update, IT best practices, economic update, and emplyment law. 10/28

10/28 K=4.44 P=4.23

10/30

K=4.98/4.97 P=4.96/4.87 10/30

Laura Lindal 355/507

The 25 Most Important Tax Aspects of Real Estate Transactions and Investments / 150683009

Surgent McCoy

Boulder

Pamela DavisVaughn

395/564

Studies on Single Audit and Yellow Book Deficiencies / 150659901

AICPA

COCPA

Laura Lindal 355/507

AICPA Peer Review Program Advanced Course / 150660901

AICPA

COCPA

Bill Lajoie and Keith May

355/355

355/507

This one-day, advanced course is designed for experienced reviewers who want to heighten their peer review skills. 8

Not-for-Profit Accounting & Reporting: From Start to Finish / 150661901 or Webcast / 150657920

AICPA

COCPA or Webcast

Steve Corder

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.

K=4.87 P=4.66 10/30

Tax Year in Review and 2015 Planning / 150683309

COCPA

Sterling

Mark Soukup

355/507

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you’ll need to know to plan for the 2015 tax season.

K=4.92 P=4.89 11/2

Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am-12 pm) / 150760201

AICPA

COCPA

Patrick Kelley

170/243

Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition.

K=4.79 P=4.53 11/2 K=4.79 P=4.53

COCPA or Webcast

Learn how to avoid common mistakes and recognize Single Audit and Yellow Book audit deficiencies using simulated case studies and practical exercises with lessons for today’s issues.

K=4.62 P=4.38

AICPA

Survey the landscape of tax issues involving real estate with an in-depth discussion of acquisitions, operations, and dispositions. 10/29

Fundamentals for Performing a Single Audit Under the Uniform Guidance for Federal Awards / 150658901 or Webcast / 150656920

Gain confidence and elevate your proficiency and efficiency to perform a single audit using the guidance in the OMB Uniform Guidance for Federal Awards.

K=4.62 P=4.38

Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs (12:30 -4 pm) / 150760301

AICPA

COCPA

Patrick Kelley

170/243

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. Register online at www.cocpa.org | 17

Course Schedule by Date

Date

CPE Course Title/Code

11/2

11/3

395/564

FOS

Level

Basis/Distributions for Pass-Through Entities: Simplifying the Complexities / 150760401

AICPA

COCPA

Patrick Kelley

355/507

Ethical Management of Conflict (8:30 -10:10 am) / 150760206 or Webcast / 150765320

COCPA

COCPA or Webcast

Robbie Glantz

85/121

Creating an Ethical Work Environment (10:30 am-12:10 pm) / 150760306 or Webcast / 150765920

COCPA

COCPA or Webcast

Robbie Glantz

85/121

K=4.66 P=4.56 11/3

Making Ethics Count: In Financial Reporting (8:30 -10:10 am) / 150761812

COCPA

Steamboat Springs

Dan Chenoweth

95/135

Learn how corporate candor can be a predictor of an organization’s long-term success or failure using the Rittenhouse Rankings methodology.

K=4.82 P=4.82

11/3

Choose the electronic book option when registering for an in-classroom course and save $10.00.

Mark Soukup

Fee

Learn ethical principles, sources, and approaches to conflict so that you can promote positive outcomes and strengthen workplace relationships, shared understanding, and increased productivity.

K=4.66 P=4.56

Making Ethics Count: Making Ethical Decisions in Today’s Competitive Environment (10:30 am-12:10 pm) / 150762112

COCPA

Steamboat Springs

Dan Chenoweth

95/135

Build a foundation of six philosophical approaches to ethics you can use to make better decisions and how ethics can be a competitive advantage in today’s world.

K=4.82 P=4.82 11/4

Tax Year in Review and 2015 Planning / 150790809

COCPA

Longmont

Mark Soukup

375/536

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you’ll need to know to plan for the 2015 tax season.

K=4.92 P=4.89 11/5

Making Ethics Count: In Financial Reporting (1 -2:40 pm) / 150760406 or Webcast / 150766520

COCPA

COCPA or Webcast

Dan Chenoweth

85/121

Learn how corporate candor can be a predictor of an organization’s long-term success or failure using the Rittenhouse Rankings methodology.

K=4.82 P=4.82

11/5

Making Ethics Count: Making Ethical Decisions in Today’s Competitive Environment (3 -4:40 pm) / 150760506 or Webcast / 150767120

COCPA

COCPA or Webcast

Dan Chenoweth

85/121

Build a foundation of six philosophical approaches to ethics you can use to make better decisions and how ethics can be a competitive advantage in today’s world.

K=4.82 P=4.82 11/511/6

K=4.98/4.97 P=4.96/4.87

11/5

How to Conduct a Peer Review Under the AICPA Practice-Monitoring Program / 150760501

AICPA

COCPA

Bill Lajoie and Keith May

495/495

Learn how to effectively plan system and engagement peer reviews, understand a firm’s system of quality control, document procedures used in testing the firm’s system, prepare the peer review report, and provide recommendations for follow-up action to the administrating entity by gaining a solid understanding of the effect of organizational issues on a firm’s system of quality control. 2

Ethical Management of Conflict (8:30 -10:10 am) / 150762412

COCPA

Boulder

Robbie Glantz

95/135

Learn ethical principles, sources, and approaches to conflict so that you can promote positive outcomes and strengthen workplace relationships, shared understanding, and increased productivity.

K=4.66 P=4.56 11/5 K=4.66 P=4.56

Steamboat Springs

Instructor

Review the rules used to determine basis for partnerships and S corporations. Put 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=4.53

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 2015 tax season.

K=4.92 P=4.89

Tax Year in Review and 2015 Planning / 150790709

Vendor

Creating an Ethical Work Environment (10:30 am -12:10 pm) / 150762712

COCPA

Boulder

Robbie Glantz

95/135

18 | QuickSearch October 2015

CPE Course Title/Code

11/6

11/9

11/10

Bruce Nelson

FOS

395/564

Level

A Complete Guide to the Yellow Book / 150760601 or Webcast / 150760220

Surgent McCoy

COCPA or Webcast

Laura Lindal 375/536

COSO’s Updated Internal Control Integrated Framework: Critical Concepts in Design, Evaluations, Implementation, and Monitoring / 150760701

Surgent McCoy

COCPA

Laura Lindal 375/536

Creating Great Budgets: Maximizing Profits, People, and Power / 150791209

AICPA

Longmont

Curtis Quickel

375/536

Experience how to build a set of decision-making processes early on and how to use them to make smart resource allocation choices that benefit your entire organization. You will also explore ways to have your planning and budgeting process work to increase the potential for higher earnings.

K=4.47 P=4.4

11/10

Tax Year in Review and 2015 Planning / 150791309

COCPA

Pueblo

Mark Soukup

375/536

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you’ll need to know to plan for the 2015 tax season.

K=4.92 P=4.89 11/11

Annual Update for Controllers / 150760801 or Webcast / 150761220

AICPA

COCPA or Webcast

Curtis Quickel

355/507

This course provides you with practical approaches to current issues. You will review new tools and techniques to help you promote your company’s growth.

K=4.47 P=4.40 11/11

Tax Year in Review and 2015 Planning / 150791409

COCPA

Colorado Springs

Mark Soukup

375/536

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you’ll need to know to plan for the 2015 tax season.

K=4.92 P=4.89 11/12

Analytics and Big Data for Accountants / 150760901

AICPA

COCPA

Curtis Quickel

355/507

Learn 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=4.47 P=4.4 11/12

Making Ethics Count: In Financial Reporting (1 -2:40 pm) / 150760612

COCPA

Pueblo

Dan Chenoweth

95/135

Learn how corporate candor can be a predictor of an organization’s long-term success or failure using the Rittenhouse Rankings methodology.

K=4.82 P=4.82 11/12

Making Ethics Count: Making Ethical Decisions in Today’s Competitive Environment (3 -4:40 pm) / 150760912

COCPA

Pueblo

Dan Chenoweth

95/135

Build a foundation of six philosophical approaches to ethics you can use to make better decisions and how ethics can be a competitive advantage in today’s world.

K=4.82 P=4.82 11/13

Making Ethics Count: In Financial Reporting (8:30 -10:10 am) / 150761212

COCPA

Colorado Springs

Dan Chenoweth

95/135

Learn how corporate candor can be a predictor of an organization’s long-term success or failure using the Rittenhouse Rankings methodology.

K=4.82 P=4.82

11/13 K=4.82 P=4.82

Durango

Fee

Receive practical guidance on what a sound system of internal controls “looks like” and its impact on the financial statement audit, particularly for smaller entities.

K=4.62 P=4.38

AICPA

Instructor

Increase your confidence and proficiency in performing Yellow Book engagements by gaining a thorough understanding of the standards. The course materials utilize a highly illustrative format to increase concept comprehension and retention.

K=4.62 P=4.38

Location

Identify ways to integrate the latest, complex tax law changes into planning and compliance engagements related to partnerships, LLCs, and C and S Corporations.

K=4.69 P=4.57

Annual Tax Update: Corporations and PassThrough Entities / 150791109

Vendor

Course Schedule by Date

Date

Making Ethics Count: Making Ethical Decisions in Today’s Competitive Environment (10:30 am-12:10 pm) / 150761512

COCPA

Colorado Springs

Dan Chenoweth

95/135

Build a foundation of six philosophical approaches to ethics you can use to make better decisions and how ethics can be a competitive advantage in today’s world.

Date

Course Schedule by Date

11/16

CPE Course Title/Code

Excel Lifetime Cash Planning Model for Tax and Personal Financial Planning Professionals to Provide Additional ValueAdded Client Services / 150761001

Vendor

Location

COCPA

Instructor

Tom Moore

Fee

FOS

Level

375/536

Get the tools, training, and direction you need to create up to five years of financial projections, broken down into step-by-step chunks, using this fully integrated table-driven Excel model.

K=4.91 P=4.55 11/16

Tax Year in Review and 2015 Planning / 150791509

COCPA

Boulder

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 2015 tax season.

K=4.92 P=4.89

11/17

2015 Real Estate Conference / 150792615 or Webcast / 150762422

COCPA

COCPA or Webcast

Various Speakers

345/493

AC/ AU/ EC/ SK/ TX

375/536

This conference will provide updates on the economy, new tax information, and a construction defects discussion. 11/17

Tax Year in Review and 2015 Planning / 150791609

COCPA

Ft. Collins

Mark Soukup

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you’ll need to know to plan for the 2015 tax season.

K=4.92 P=4.89 11/17

The Best S Corporation, Limited Liability, and Partnership Update Course / 150791709

Surgent McCoy

Westminster

Stephen Renberg

385/550

K=4.49 P=4.26 11/18

Choose the electronic book option when registering for an in-classroom course and save $10.00.

K=4.85 P=4.59

Retirement: How to Navigate through the Uncertain Voyage / 150761101

COCPA

Mark Smith

345/493

170/243

AG/ AD

This full day presentation will encompass the “must know” steps to live out your life with financial peace of mind. 11/19

GASB Statement No. 68 Audit and Accounting Workshop (8:30 am-12 pm) / 150761201

AICPA

COCPA

Michael Morgan

Enhance your understanding of the significant changes in GASB Statement No. 68 through case studies which address best practice solutions when auditing state and local governments with agent and cost-sharing plans.

K=4.7 P=4.4 11/19

Not-for-Profit Accounting and Auditing Update (12:30 -4 pm) / 150761301

AICPA

COCPA

Michael Morgan

170/243

AG/ AD

Review recent activities of the OMB, GAO, AICPA, GASB, and FASB, and also get a feel for significant projects that these organizations are working on for the future.

K=4.7 P=4.4

11/19

2015 Accounting and Auditing Conference / 150795915 or Webcast / 150783822

COCPA

Inverness or Webcast

Various Speakers

345/493

AC/ AU/ EC/ CP

This year’s agenda includes cyber security and fraud, a private company FASB issues update, business and enterprise risk management session, and more.

11/20

11/23

AICPA

COCPA

Michael Morgan

355/507

Individual Income Tax Workshop / 150721517 or Webcast / 150723424

Farmer

Inverness or Webcast

Walter Nunnallee

410/586

Walter Nunnallee returns to review the developments that affect 2015 individual income tax return preparation and 2015 individual income tax planning.

K=4.93 P=4.71 11/24 K=4.93 P=4.71

K=5 P=4.9

Applying the Uniform Guidance for Federal Awards in Your Single Audits / 150761401

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.

K=4.7 P=4.4

Corporate Tax Workshop / 150721817 or Webcast / 150724724

Farmer

Inverness or Webcast

Walter Nunnallee

410/586

355/507

Prepare for tax season with this review and update of corporate and other business tax planning ideas. 11/30

Annual Update for Preparation, Compilation, and Review Engagements / 150761501 or Webcast / 150764220

AICPA

COCPA or Webcast

William Eskin

Using case studies and latest developments, this course enables you to be in compliance with all of the professional standards surrounding compilation and review engagements, including the latest updates on practitioner concerns and the SSARS Clarity project.

20 | QuickSearch October 2015

11/30

CPE Course Title/Code

When Good CPAs Go Bad: Ethics & Cases (8:30 am-12 pm) / 150760606

Vendor

Location

COCPA

Instructor

Paul Harrison

Fee

FOS

Level

170/243

Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them. 11/30

12/1

12/2

Mark Soukup

375/536

Construction Contractors: Accounting, Auditing, and Tax / 150870301

AICPA

COCPA

William Eskin

355/507

AU/ AC/ TX

Tax Year in Review and 2015 Planning / 150802309

COCPA

Aspen

Mark Soukup

395/564

Auditing Employee Benefit Plans / 150870401

AICPA

COCPA

Ed Frado

355/507

Gain an in-depth understanding of the structure and accounting requirements unique to employee benefit plans. Be able to plan the scope of an audit, design specialized auditing tests, and avoid common audit deficiencies.

K=4.74 P=4.61 12/3

Accounting and Reporting for Not-for-Profit Organizations / 150870501

AICPA

COCPA

Lori Reinwald

355/507

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 notfor-profits, and options allowed under GAAP.

K=4.69 P=4.46

Grand Junction

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you’ll need to know to plan for the 2015 tax season.

K=4.92 P=4.89

COCPA

Be able to apply GAAP accounting methods applicable to construction contractors and give your clients efficient, high-quality audit, and review services.

K=5 P=4.9

Tax Year in Review and 2015 Planning / 150791809

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you’ll need to know to plan for the 2015 tax season.

K=4.92 P=4.89

Course Schedule by Date

Date

12/3

Annual Tax Update: Corporations and PassThrough Entities / 150802609

AICPA

Glenwood Springs

Bruce Nelson

395/564

Identify ways to integrate the latest, complex tax law changes into planning and compliance engagements related to partnerships, LLCs, and C and S Corporations.

K=4.69 P=4.57 12/3

Ethical Management of Conflict (8:30 -10:10 am) / 150892612

COCPA

Westminster

Robbie Glantz

95/135

Learn ethical principles, sources, and approaches to conflict so that you can promote positive outcomes and strengthen workplace relationships, shared understanding, and increased productivity.

K=4.66 P=4.56 12/3

Creating an Ethical Work Environment (10:30 am-12:10 pm) / 150892912

COCPA

Westminster

Robbie Glantz

95/135

K=4.66 P=4.56

12/4

The Strategic CFO: Big Picture Skills / 150870601

Executive Education

COCPA

Dan Chenoweth

365/521

BM/ FI/ I AU/ AC

Share ideas with veteran CFOs and learn new techniques that go far beyond financial accounting to make you more effective now and long into the future.

K=4.82 P=4.82 12/4

When Good CPAs Go Bad: Ethics & Cases (8:30 am-12 pm) / 150893212

COCPA

Longmont

Paul Harrison

170/243

Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them. 12/4

Webcast: Colorado Board of Accountancy Statutes, Rules, and Regulations (8:30 -10:10 am) / 150884320

COCPA

Webcast

Rosemary Weiss

85/121

Learn how to apply these bodies of law to practical, everyday experience. The Colorado State Board of Accountancy requires CPAs to complete this course within six months of their initial licensure.

K=4.78 P=4.64 12/4 K=4.78 P=4.64

Webcast: Ethics and the AICPA’s Principles, Rules, and Responsibilities (10:30 am - 12:10 pm) / 150885320

COCPA

Webcast

Rosemary Weiss

85/121

Using the AICPA’s code of conduct, you’ll gain additional tools to help you make ethical decisions.

Date

Course Schedule by Date

12/7

Health Care Reform Act: Critical Tax and Insurance Ramifications (8:30 am-12 pm) 150870701 or Webcast / 150870320

Vendor

AICPA

Location

COCPA or Webcast

Instructor

William Taylor

Fee

FOS

Level

170/243

Understand the impact of the Health Care Reform Act so you can help your clients. You can also use this information for tax planning opportunities.

K=4.76 P=4.71 12/7 K=4.76 P=4.71

Social Security and Medicare: Maximizing Retirement Benefits (12:30 -4 pm) 150870801 or Webcast / 150871320

AICPA

COCPA or Webcast

William Taylor

170/243

Using real-world situations, learn how to advise your clients to navigate the uncertainties of Social Security and Medicare. 12/7

Tax Year in Review and 2015 Planning / 150802909

COCPA

Durango

Mark Soukup

395/564

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything youâ&#x20AC;&#x2122;ll need to know to plan for the 2015 tax season.

K=4.92 P=4.89

CPE Course Title/Code

12/8

Payroll Taxes and 1099 Issues: Everything You Need to Know / 150870901

AICPA

COCPA

William Taylor

355/507

Receive a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues, so you may avoid IRS penalties for noncompliance.

K=4.76 P=4.71 12/8

When Good CPAs Go Bad: Ethics & Cases (8:30 am-12 pm) 150871306 or Webcast / 150872320

COCPA

COCPA or Webcast

Paul Harrison

170/243

Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them.

12/8

Choose the electronic book option when registering for an in-classroom course and save $10.00.

12/9

12/10

12/11

Annual Tax Update: Corporations and PassThrough Entities / 150871001 or Webcast / 150873320

AICPA

COCPA or Webcast

Bruce Nelson

355/507

Annual Update for Accountants and Auditors / 150803509

AICPA

Colorado Springs

Renee Rampulla

375/536

AC/ AU

Revenue Recognition: Mastering the New FASB Requirements / 150871101 or Webcast / 150874320

AICPA

COCPA or Webcast

Renee Rampulla

355/507

Nonprofit Financial Management: Critical Competencies and Emerging Trends / 150871201

Executive Education

COCPA

Dan Chenoweth

365/521

Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes / 150871301

AICPA

COCPA

Renee Rampulla

355/507

Get descriptions of 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.

K=4.95 P=4.76 12/11

Annual Tax Update: Corporations and PassThrough Entities / 150803809

AICPA

Ft. Collins

Bruce Nelson

375/536

Identify ways to integrate the latest, complex tax law changes into planning and compliance engagements related to partnerships, LLCs, and C and S Corporations.

K=4.69 P=4.57 12/14 K=4.84 P=4.52

375/536

Focus on how to add maximum value to your clients or organization while acquiring the tools to deliver strategy-based, action-oriented, decision-useful management accounting and reporting services to nonprofits.

K=4.82 P=4.82

Renee Rampulla

Using practical examples, understand the changes, avoid the traps, and get the latest FASB guidance related to implementing the new standard.

K=4.95 P=4.76

Pueblo

Be able to identify and apply recently issued FASB statements, interpretations, and technical bulletins; assess the effect of current auditing standards and standards on accounting and review services from coverage of the latest issues at the AICPA, EITF, and FASB; and more.

K=4.95 P=4.76

AICPA

Identify ways to integrate the latest, complex tax law changes into planning and compliance engagements related to partnerships, LLCs, and C and S Corporations.

K=4.69 P=4.57

Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes / 150803209

K=4.95 P=4.76

Annual Accounting and Auditing Update / 150871401 or Webcast / 150875320

Surgent McCoy

COCPA or Webcast

Jeff Lieman

375/536

Designed for accounting and auditing practitioners in both public accounting and business and industry, this course provides a comprehensive review of recent standard setting activities of the FASB, PCC, ASB, and ARSC.

22 | QuickSearch October 2015

AC/ AU

12/14

CPE Course Title/Code

Tax Year in Review and 2015 Planning / 150804109

Vendor

COCPA

Location

Westminster

Instructor

Mark Soukup

Fee

FOS

Level

375/536

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you’ll need to know to plan for the 2015 tax season.

K=4.92 P=4.89 12/15

Latest Developments in Government and Nonprofit Accounting and Auditing 2015 / 150871501

Surgent McCoy

COCPA

Jeff Lieman

375/536

AG/ AD

Save time and effort in staying current with this informative update course, covering significant changes in the world of government and nonprofit accounting and auditing.

K=4.84 P=4.52 12/15

2015 SEC and PCAOB Conference / 150812315 or Webcast / 150860822

COCPA

Inverness or Webcast

Various Speakers

345/493

TBD 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! 12/16

Ethical Management of Conflict (8:30 -10:10 am) 150871406 or Webcast / 150877320

COCPA

COCPA or Webcast

Robbie Glantz

85/121

Course Schedule by Date

Date

Learn ethical principles, sources, and approaches to conflict so that you can promote positive outcomes and strengthen workplace relationships, shared understanding, and increased productivity.

K=4.66 P=4.56 12/16

Creating an Ethical Work Environment (10:30 am-12:10 pm) 150871506 or Webcast / 150878320

COCPA

COCPA or Webcast

Robbie Glantz

85/121

K=4.66 P=4.56 12/16

2015 Mix and Match Conference - Day 1 / 150832615 or Webcast / 150879322

COCPA

Inverness or Webcast

Various Speakers

335/479

TBD U

This popular 2-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 webcast. 12/17

2015 Mix and Match Conference - Day 2 / 150842915 or Webcast / 150890422

COCPA

Inverness or Webcast

Various Speakers

335/479

TBD U

12/18

K2 Enterprises

COCPA

Thomas Stephens

355/507

Tax Year in Review and 2015 Planning / 150871701 or Webcast / 150881320

COCPA

COCPA or Webcast

Mark Soukup

355/507

Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you’ll need to know to plan for the 2015 tax season.

K=4.92 P=4.89 12/2112/22

SEC Reporting / 150872001

AICPA

COCPA

Andy Bishop

695/994

Learn to identify reporting requirements of Regs. S-X, S-K, and SOX, and identify key required disclosures on Forms 10-K, 10-Q, 8-K, and Schedule 14A, while reviewing examples and tips to ensure compliance.

K=5 P=4.92 12/23

Making Ethics Count: In Financial Reporting (1 - 2:40 pm) Webcast / 150882320

COCPA

Webcast

Dan Chenoweth

85/121

Learn how corporate candor can be a predictor of an organization’s long-term success or failure using the Rittenhouse Rankings methodology.

K=4.82 P=4.82

12/23

Making Ethics Count: Making Ethical Decisions in Today’s Competitive Environment (3 - 4:40 pm) Webcast / 150883320

COCPA

Webcast

Dan Chenoweth

85/121

Build a foundation of six philosophical approaches to ethics you can use to make better decisions and how ethics can be a competitive advantage in today’s world.

K=4.82 P=4.82 12/29 K=4.84 P=4.68

Excel Financial Reporting and Analysis / 150871601

Uncover Excel’s hidden features so you may prepare computationally accurate and aesthetically pleasing reports in a more effective and efficient manner.

K=4.88 P=4.82

Advanced Excel / 150804409

K2 Enterprises

Grand Junction

Val Steed

375/536

AC/ SK

Go to the next level in Excel! Even experienced Excel users will benefit from the major subjects covered in this course.

Course Schedule by Field of Study

Accounting and Auditing

Accounting and Auditing - Government

Date

Course

10/1

Internal Controlâ&#x20AC;&#x2122;s New Muscles

10/8

Beyond Traditional Budgeting: Reduce work and Improve Capital

10/12

New FASB Developments for Business & Industry

10/15

Analyzing a Companyâ&#x20AC;&#x2122;s Financial Statement

10/16

Webinar: Cheap Stock Guide: Valuing StockBased Compensation for Privately Held Companies

10/21

Statement of Cash Flows: Preparation, Presentation, and Use

10/20

Advanced Excel Reporting - Best Practices, Tools, and Techniques

10/21

Excel-Based Dashboards (SK)

10/22

Webinar: PCC Activities, Including Framework, ASU Updates, Simplification Initiative

10/26

Identity Theft: Preventing, Detecting, and Investigating Identity Theft

10/27

Forensic Accounting Investigative Practices

10/30

AICPA Peer Review Program Advanced Course

11/511/6

How to Conduct a Peer Review Under the AICPA Practice-Monitoring Program

11/10

COSO's Updated Internal Control - Integrated Framework: Critical Concepts in Design, Evaluations, Implementation, and Monitoring

11/19

2015 Accounting and Auditing Conference

11/30

Annual Update for Preparation, Compilation, and Review Engagements

12/1

Construction Contractors: Accounting, Auditing, and Tax (Tax)

12/2

Auditing Employee Benefit Plans

12/4

The Strategic CFO: Big Picture Skills (BM,FI,AU)

12/8

Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes

12/9

Annual Update for Accountants and Auditors

12/10

Revenue Recognition: Mastering the New FASB Requirements

12/11

Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes

12/14

Annual Accounting and Auditing Update

12/18

Excel Financial Reporting and Analysis

12/2112/22

SEC Reporting

12/29

Advanced Excel (SK)

24 | QuickSearch Aug/Sept 2015

Page **

Date

Course

Page

10/1

Annual Update: Top Governmental and Notfor-Profit Accounting and Auditing Issues Facing CPAs

10/21

2015 Governmental Conference

10/22

Yellow Book: Heartburn Inducing Requirements

10/23

Single Audit Primer and Update

10/28

Fundamentals for Performing a Single Audit Under the Uniform Guidance for Federal Awards

10/29

Studies on Single Audit and Yellow Book Deficiencies

10/30

Not-for-Profit Accounting & Reporting: From Start to Finish

11/9

A Complete Guide to the Yellow Book

11/19

GASB Statement No. 68 Audit and Accounting Workshop

11/19

Not-for-Profit Accounting and Auditing Update

11/20

Applying the Uniform Guidance for Federal Awards in Your Single Audits

12/2

Webinar: Pension and Profit-Sharing Plan Strategies

12/3

Accounting and Reporting for Not-for-Profit Organizations

12/15

Latest Developments in Government and Nonprofit Accounting and Auditing 2015

Administrative Practice Date

Course

Page

11/9

Webinar: Stocks, Bonds, and Mutual Funds: A Comprehensive Guide

11/16

Excel Lifetime Cash Planning Model for Tax and Personal Financial Planning Professionals to Provide Additional ValueAdded Client Services

11/18

Retirement: How to Navigate through the Uncertain Voyage

Business Law Date

Course

Page

10/26

Advanced Business Law for CPAs

Business Management & Organization

Management Advisory Services Date

Course

10/29, 11/20

Risk, Cost, and Cash Management for Controllers and Financial Managers

Getting Along at Work – Managing Four Generations

11/13

119

Creating Breakthrough Strategies in an EverChanging World

Webinar: Deciphering the Myths and Realities of Comprehensive Risk Management and Insurance Planning

10/23

Webinar: The Accounting Firm is Flat. How to Lead, Profit, and Thrive in Flat World

Specialized Knowledge and Applications

11/4

The CFO: 5 Critical Skills to Maximize Profits

Date

Course

12/4

The Strategic CFO: Big Picture Skills (FI,AU,AC)

10/13

Excel Budgeting Techniques

Nonprofit Financial Management: Critical Competencies and Emerging Trends

10/13

Security Tips to Protect Sensitive Data

12/11

10/19

Securing Your Data - Practical Tools for Protecting Information

10/19

Microsoft Office 365 - Your Office, Your Way

10/20

Technology Update

10/21

Excel-Based Dashboards (AC)

10/27

2015 CPAs in Industry Conference

Course

Page

10/12

Creating Breakthrough Strategies in an EverChanging World

10/14

Computer Science Date

Course

10/5, 11/3, 12/7

QuickBooks – Best Practices for Accountants

10/7, 11/2, 11/17

Paperless Tools – Scanning, Document Management, Workflow, and Portals

10/28, 11/5, 12/11

Microsoft Office 365: What You Should Know

11/5

Crowdfunding for Accountants

Ethics

Page **

Page

10/30

Excel Budgeting Techniques

11/17

2015 Real Estate Conference

11/18

Mobile Device Management – Not Optional Anymore!

12/3

Webcast (CA): Startup Business Conference

12/7

Webcast (CA): Wine Industry Conference

12/15

2015 SEC Conference

12/16 -17

2015 Mix and Match Conference

12/29

Advanced Excel (AC)

For a listing of this year’s ethics courses, please see page 14.

Finance

Tax

Page

Date

Course

Page

10/1, 11/25, 12/17

The CPA’s Role in Buying or Selling a Business

Retirement Plan Options for Small Businesses

Date

Course

10/7, 11/20, 12/8

Controller’s Update: Today’s Latest Trends

10/16

Raising Financing: Established Entities

10/8, 11/11, 11/28

10/29, 11/20

Financial Forecasting: Planning for Success

10/19, 11/10

Dealing with the Net Investment Income Tax and Additional Medicare Tax

11/10

Creating Great Budgets: Maximizing Profits, People, and Power

10/19

Webinar: Unrelated Business Income, Investments

11/11

Annual Update for Controllers

10/22

11/12

Analytics and Big Data for Accountants

Estate and Life Planning Issues for the Middle-Income Client

12/4

The Strategic CFO: Big Picture Skills (BM,AU,AC)

10/23

The Best S Corporation, Limited Liability, and Partnership Update Course

10/28

The 25 Most Important Tax Aspects of Real Estate Transactions and Investments

10/30, 11/24, 12/23

Capitalized Costs and Depreciation: Key Issues and Answers

10/30, 11/2

Tax Year in Review and 2015 Planning

Course Schedule by Field of Study

Date

Course Schedule by Field of Study

Tax Date

Course

Page

11/2

Capitalized Costs and Depreciation: Key Issues and Answers

11/2

Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs

11/3

Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

11/4

Tax Year in Review and 2015 Planning

11/5

Webinar: Passive Activities and Rental Real Estate Income Tax Issues

11/6

Annual Tax Update: Corporations and PassThrough Entities

11/10, 11/11, 11/16, 11/17, 11/30

Tax Year in Review and 2015 Planning

19, 20

11/13

Webcast (CA): International Tax Conference

11/15

Webinar: Passive Activities and Rental Real Estate Income Tax Issues (8 hours)

11/17

The Best S Corporation, Limited Liability, and Partnership Update Course

Date

Course

Page

11/23

Individual Income Tax Workshop

11/24

Corporate Tax Workshop

12/1

Construction Contractors: Accounting, Auditing, and Tax (AU,AC)

12/3

Annual Tax Update: Corporations and PassThrough Entities

12/7

Health Care Reform Act: Critical Tax and Insurance Ramifications

12/7

Social Security and Medicare: Maximizing Retirement Benefits

12/1, 12/7, 12/14, 12/18

Tax Year in Review and 2015 Planning

22, 23

12/8

Payroll Taxes and 1099 Issues: Everything You Need to Know

12/9, 12/11

Annual Tax Update: Corporations and PassThrough Entities

1/13

Federal Tax Update

COCPA 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.

26 | QuickSearch Aug/Sept 2015

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 walkins. 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 pre-registered, you will be notified immediately. We know how busy your travel and work schedules can be, so we guarantee you seven daysâ&#x20AC;&#x2122; 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 303-773-2877 or 800-5239082 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.

Volume-Buying Registration Form for Members Only Now that you’ve made your CPE selections for the year, don’t procrastinate—classes fill quickly—register today! Not only will you be gaining valuable professional knowledge all year long, but you’ll be saving money in the process. As a COCPA member, the more 8-hour courses you register for at the same time, the more you save. Multiple members of the same firm are welcome to use this volume-buying discount. Courses must be a minimum of 8 credit hours and all 16-hour courses count as one course.

Please indicate the appropriate type of volume-buying registration:  Individual Member Registration  Corporate (with Multiple Members) Registration Name______________________________________________ Title_____________________________________________________ Company____________________________________________________________________________________________________ Address ____________________________________________________________________________________________________ City_______________________________________________ State_______________________________Zip____________________ Business Phone______________________________________ Mobile Phone _____________________________________________ Email Address________________________________________________________________________________________________ Special Needs________________________________________________________________________________________________

I am a member of:  COCPA–Membership #___________  AICPA–Membership #___________ 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.)

1 2 3 4 5 6 7 8

Course Title______________________________________________ Course Date_________________________ Fee_______ Member Name________________________________________ Member Number___________________PDF (-$10) _______

Total Registration Fee______________

Courses must be a minimum of 8 credit hours and all 16-hour courses count as one course. Applicable Volume-Buying Discount* (members only) Registering for 3-5 courses: 45 Registering for 6-7 courses: 96 Registering for 8 courses: 136

Less Volume Discount______________ Total Amount Due______________ *Discount not available for outside vendor webinars.

 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) Register online at www.cocpa.org | 27

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 the program, $50 fee assessed. • No notice of cancellation, 100% course fee assessed. 28 | QuickSearch Aug/Sept 2015

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Colorado Society of Certified Public Accountants 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111