QuickSearch October 2016
It's time It's time to to start start getting getting your CPE. your CPE. Your CPE: Now's the CPAs in Industry Conference time. OCTOBER 26
PAGE 2 in CPAs Governmental Industry Conference Governmental Conference OCTOBER 20
Conference OCTOBER 26 PAGE 3 PAGE 2 20 OCTOBER
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OCTOBER PAGE 3 26 PAGE 2
HOLD A WEBINAR AS AN ON-SITE PROGRAM
Help your staff increase productivity with webinars. Private webinars offer the best of both worlds: consistency in learning across your organization.
Benefits to your organization: • Practical training on the tools you use every day: Excel, Adobe Acrobat, Outlook and many more. • You choose the date, time, and length of presentation that is most convenient for your team • Enhanced learning experience through shorter learning modules • Practical for both CPAs and support staff • Can be customized to include your content • Private sessions allow for open dialogue among your staff • Your entire team can attend for one flat price • Post session coaching available • Over 50 practical technology topics available
Reserve Your Date For more information and to reserve your on-site webinar date, contact Rebecca Campbell at 303.741.8618 or rebecca@cocpa.org.
QuickSearch A Guide to CPE from COCPA. CPE Director Rebecca Campbell, CAE rebecca@cocpa.org CPE Operations and On-Site Programs Tiffany Carson, CMP tiffany@cocpa.org CPE Staff Accountant Susan Jimenez susanj@cocpa.org Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111 303-773-2877 800-523-9082 Fax: 303-773-6344 www.cocpa.org
Table of Contents 2 2016 CPAs In Industry Conference 3 2016 Governmental Conference 4 Technology Programs and Conference 5 Governmental Certificate of Achievement 6 October Course Highlights 8 2016 Conference and Yellow Book Schedules 9 Ethics 10 Webinars 11 Webcast or In-Classroom Courses 12 AICPA Certificate Programs 13 Course Schedule by Date 21 Course Schedule by Field of Study 24 CPE Registration Form
DID YOU KNOW? The Colorado State Board of Accountancy requires your CPE to be current to change your certificate status to retired. Here is what you need to know about changing to retired status.
RULE 6.9
A Certificate Holder may transfer a certificate from active, inactive, or expired status to retired status. To transfer a certificate to retired status, the certificate holder must: 1. Submit an application in a manner prescribed by the Board; 2. Be at least 55 years old; 3. 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
4. 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.
Register online at www.cocpa.org | 1
CPAs I N Industry CONFERENCE OCTOBER 26, 2016
Inverness Hotel and Conference Center or Webcast
AGENDA 8:25 am – 8:30 am
12:25 pm – 1:20 pm
Welcome
Lunch
8:30 am – 9:20 am
1:20 pm – 2:10 pm
New York Times Bestselling Author
Tommy Spaulding Spaulding Companies Corp Denver, CO 9:20 am – 10:10 am
Economic Update
The Dashboard Effect: Transforming Your Company Virtually Overnight with the DataDriven Business Model Jon Thompson Blue Margin Ft. Collins, CO
Rich Wobbekind Leeds School of Business, University of Colorado at Boulder Boulder, CO
2:10 pm – 2:25 pm
10:10 am – 10:20 am
Doing Business in a Global Economy
Break 10:20 am – 11:35 am
Revenue and Leases in Plain English Brian Schilb KPMG LLP New York, NY
11:35 am – 12:25 pm
Cybersecurity: An 8-Step Checklist to Protect Your Assets Dan Domagala EKS&H LLLP Englewood, CO 2 | QuickSearch October 2016
Break 2:25 pm – 3:40 pm
Scott McLagan University of Denver Denver, CO
3:40 pm – 4:30 pm
Microbrewery – What It's Like to be in a New Exciting Industry John Winter Lone Tree Brewing Company Lone Tree, CO
Beer tasting to follow
Governmental CO NF E R E NCE
OCTOBER 20, 2016 Inverness Hotel and Conference Center or Webcast AGENDA 8:25 am – 8:30 am
Welcome
8:30 am – 9:20 am
Forensic Accounting: "It Ain't What You Think It Is"
Glenn L. Helms, Ph.D., CPA, CIA, CISA, CITP, CFF, Greensboro, NC 9:20 am – 10:10 am
The Economic Outlook for the U.S. and Colorado: Does the President Matter? Rich Wobbekind Leeds School of Business, University of Colorado at Boulder, Boulder, CO
10:10 am – 10:25 am
Break
10:25 am – 12:05 pm
GASB Update: Now and in the Future
David R. Bean Governmental Accounting Standards Board, Norwalk, CT 12:05 pm – 1:00 pm
Lunch
1:00 pm – 2:15 pm
GASB 68 Implementation – Pension Standards Paul Niedermuller CliftonLarsonAllen, Greenwood Village, CO
Implementing GASB 68 for Auditors - How to get it Done for Agent Multiemployer Plans Cheryl Wallace RubinBrown LLP, Denver, CO 2:15 pm – 2:40 pm
Implementation of the Uniform Guidance Kevin Collins CliftonLarsonAllen, Greenwood Village, CO
2:40 pm – 2:50 pm
Break
2:50 pm – 3:15 pm
OPEB Change Impact at FPPA
Ahni Smith Fire & Police Pension Association of Colorado, Greenwood Village, CO 3:15 pm – 4:30 pm
GASB 68 in Financial Statements: What We've Seen so Far, and Other Common Issues Crystal Dorsey Colorado Office of the State Auditor, Denver, CO
Register online for these conferences at www.cocpa.org or use the paper registration form in the back of QuickSearch on page 23
Register online at www.cocpa.org | 3
technology programs
OCTOBER 24 Microsoft Office 2016 - Improving Productivity with New Features (4 hrs) OCTOBER 24 Technology Update (4 hrs) OCTOBER 25 Excel PivotTables for Accountants (8 hrs)
2016
TECHNOLOGY CONFERENCE November 14 – 15, 2016 Inverness Hotel & Conference Center Designed for busy accounting and financial professionals who want to improve their personal and organizational productivity, the Technology Conference aims to determine how to utilize existing and future technologies to address the needs of your organization, describe trends in hardware and software in order to make more informed decisions for your business and your clients, develop and implement strategies for Cloud computing and the Mobile Office, and utilize Microsoft Office’s most powerful features.
TOPICS INCLUDE: • Tech Update 2016 • A New Day, a New Technology Way • Securing the Perimeter a Management View • CPA Firm Technology Solutions • Accounting Software Update • Integrating Excel with Word and PowerPoint • Adobe Acrobat DC - Big Changes for PDFs
• Excel's Top 15 Hints and Tips • PivotTable Refresher • Windows 10 Tips and Tricks • Should Your Next Computer Even Be a Computer? • Profiting With Excel's Best New Features • Best Technologies for Small Businesses • Get Organized With Evernote and OneNote • Workflow to Benefit You and Your Clients
• Fraud in the Cloud - New Risks in a New Environment • Our Favorite Apps • QuickBooks Online - Advanced Features and Functions • Create Stunning Dashboards With Power BI Desktop • Critical Tips for Avoiding Identity Theft
Refer a new attendee and be rewarded $50 for you and $50 for them when you both attend this year's conference! New attendees must not have attended last year and must sign in at the registration table for the COCPA to verify attendance. Conference attendees will be eligible to enter two drawings held at the end of the conference for a $200 Amazon gift card and $100 Amazon gift card.
Government Certificate PROGRAM
COCPA GOVERNMENT CERTIFICATE OF ACHIEVEMENT PROGRAM Earn the Governmental Certificate of Achievement and enhance your professional competence with practical skills you can apply immediately.
Why Complete the Certificate of Achievement Program?
• To demonstrate your commitment to your career as a governmental accounting professional • To keep updated on the latest rules, regulations, and pronouncements in a constantly changing regulatory environment • To demonstrate competence in the field of governmental accounting above and beyond the base level requirements needed in the field • To gain a deeper understanding of the issues involved with governmental accounting • To learn best practices to work more efficiently 10/20 11/7 11/30 12/7 12/12 12/13 12/14
Upon completion of the courses you will receive a certificate, 40 hours of CPE that also qualify for yellow book credit, and recognition in a COCPA publication as someone who has made this intentional investment in the governmental arena.
How the Certificate of Achievement Program Works:
Select five courses from the list below which best meet your needs, and register online. Participants have up to eighteen months to complete the program. Plan now to benefit from excellent instruction, high quality course content, and meaningful connections with others who work in the governmental accounting and auditing arena.
2016 Governmental Conference (Denver or Webcast) Applying the Uniform Guidance for Federal Awards in Your Single Audits (COCPA) Governmental and Not-for-Profit Annual Update (Pueblo) HUD Audits of Multi-family Housing Projects: Audit Requirements Under the HUD Audit Guide for Single Audits (Webinar) Governmental Accounting and Auditing Update (COCPA or Webcast) Frequent Frauds Found in Governments and Not-for-Profits (COCPA) Yellow Book: Government Auditing Standards (COCPA)
MEMBERS WHO HAVE COMPLETED THE GOVERNMENTAL CERTIFICATE: Robert Feis and James Pauley, Feis & Company PC, Brighton seasonpass.cocpa.org Ron Goodrich, McPherson Breyfogle Daveline and Goodrich PC, Pueblo or Associate use thePC, registration form on page 28 Mary Jo Lance, Blair and Cedaredge Billi Lewis, McMahan Avon For&a Associates companyLLC, subscription to the Season Pass call the COCPA Member Services Department at 303-773-2877. Register online at www.cocpa.org | 5
October Course Highlights Forensic Accounting: Fraudulent Reporting and Concealed Assets
New
October 20 (COCPA)
Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors October 21 (COCPA)
4
Hour
Course!
4
Hour
Course!
Form 990: Mastering Its Unique Characteristics October 26 (COCPA)
New
Real World Fraud in Today’s Small- to Medium-Sized Entities
October 26 (Ft. Collins) October 27 (Westminster)
Microsoft Office 2016 - Improving Productivity with New Features October 24 (COCPA)
November 14 (COCPA or webcast)
Form 990: Exploring the Form’s Complex Schedules October 27 (COCPA)
Technology Update October 24 (COCPA)
Nexus Update: Latest Developments in State Income, Franchise, and Sales Tax
Excel PivotTables for Accountants
October 28 (COCPA)
October 25 (COCPA)
UPCOMING COURSES WITH
Mark Soukup It appears that Congress will not initiate any significant changes to the Tax Code for 2016. Unfortunately (or fortunately based on your perspective) the IRS and the Tax Court have been churning out rulings, procedures, and regulations in bulk. Many of these new rulings and regulations will have a significant impact on your clients and the management of your practice. Here are some of the changes: 1. Hobby Losses – The tax court has issued several new rulings on horse operations, jets, planes, and automobiles
lessors
2. Taxpayer reimbursements for corporations to claim charitable deductions – a favorable ruling for your clients
5. Research and Development – the new rules give some tremendous opportunities to small businesses for tax planning in this area.
4. Uniform Deductions – or really lack of a deduction
3. Passive Loss – new rules for S corporation
6. Capitalization and Repair rules - the IRS is still issuing some clarifications that will be important for all your business clients no matter how small the business. 7. Partnership Basis – New rules on allocation of basis 8. Revised Forms – IRS has changed rules on filing several of its forms
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 2016 PLANNING 10/31 Sterling 11/03 Steamboat Springs 11/10 Pueblo 11/11 Colorado Springs
11/16 Ft. Collins 11/18 Longmont 11/28 Durango 12/05 Grand Junction
12/06 Aspen 12/12 Westminster 12/13 Boulder 12/16 COCPA or webcast
2016 Conference Schedule This year’s conferences are one of the best ways to hear the latest information by industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. Most 2016 conferences are also available via live webcast.
Register a few coworkers and watch the webcast together!
10/20
Governmental Conference
10/26
CPAs in Industry Conference
11/11
Employee Benefit Plans Conference
11/14-15
AICPA Oil & Gas Conference
11/14-15
Technology Conference
11/17
Accounting and Auditing Conference
11/21
Individual Income Tax Workshop
11/22
Corporate/Business Tax Workshop
12/13
SEC and PCAOB Conference
12/15
Mix and Match Conference
1/12/17
Don Farmer's Federal Tax Update
Yellow Book Schedule 10/10
Yellow Book Financial Audits
Webinar
10/20
2016 Governmental Conference
Denver or Webcast
11/7
Applying the Uniform Guidance for Federal Awards in Your Single Audits
COCPA
Not-for-Profit Accounting and Auditing Update
COCPA
11/17
Accounting and Reporting for Not-for-Profit Organizations
COCPA
11/30
Governmental and Not-for-Profit Annual Update
Pueblo
11/8
8 | QuickSearch October 2016
12/1
Not-for-Profit Accounting and Auditing Update
Colorado Springs
12/12
Governmental Accounting and Auditing Update
COCPA or Webcast
12/13
Frequent Frauds Found in Governments and Not-for-Profits
COCPA
12/14
Yellow Book: Government Auditing Standards
COCPA
ETHICS Colorado Board of Accountancy Statutes, Rules, and Regulations 11/9
Webcast
8:30 am – 10:10 am
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (formerly Creating an Ethical Work Environment) 11/1
COCPA or Webcast
8:30 am – 10:10 am
12/21
Webcast
3:00 pm – 4:40 pm
Ethics and the AICPA’s Principles, Rules, and Responsibilities 11/9
Webcast
Making Ethics Count: In Financial Reporting 10/21
Webcast
10:30 am – 12:10 pm
11/1
Webcast
3:00 pm – 4:40 pm
Making Ethics Count: Power, Influence, & Ethics 11/1
Webcast
1:00 pm – 2:40 pm
The A.R.T. of Work: Accountability, Respect, and Trust 11/1
COCPA or Webcast
10:30 am – 12:10 pm
12/21
Webcast
1:00 pm – 2:40 pm
10:30 am – 12:10 pm When Good CPAs Go Bad: Ethics & Cases
Ethics Workshop: Try Not; Do or Do Not! 12/5
COCPA or Webcast
8:30 am – 12:00 pm
10/31
COCPA or Webcast
8:30 am – 12:00 pm
12/14
Webcast
8:30 am – 12:00 pm
Making Ethics Count: Ethics and Financial Stewardship 10/21
Webcast
8:30 am – 10:10 am
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. Register online at www.cocpa.org | 9
Webinars Accounting & Auditing
Computer Science, continued
Applying the Risk Assessment Standards to Enhance Audit (4 hrs)
10/5
Ask the Expert - What Office 365 is All About (1 hr)
10/7
Cheap Stock Guide: Valuing Stock-Based Compensation for Privately Held Companies (4 hrs)
Excel Reporting Series - Creating KPI Dashboards (2 hrs)
10/17
10/7
Get a Handle on Big Data with Microsoft Access (2 hrs)
10/21
Key Ratio Analysis (8 hrs)
10/7
Audit Workpapers: Reviewing Field Work (4 hrs)
10/7
Accounting for Deferred Income Taxes (8 hrs)
10/14
Leases: Private Companies (2 hrs)
10/20
Clarity Standards Essentials (8 hrs)
10/20
Analyzing a Company’s Financial Statement (4 hrs)
10/31
The Facts: Budgeting, Planning & Forecasting (4 hrs)
10/31
Accounting & Auditing - Gov’t. Yellow Book Financial Audits (4 hrs)
10/10
Audits of HUD-Assisted Projects (4 hrs)
10/17
Not-for-Profit Accounting & Reporting: From Start to Finish (8 hrs)
10/17
Business Management and Organization
Finance Financial Forecasting: Planning for Success (4 hrs)
Management Advisory College Financial Planning: Financial Aid Process (2 hrs)
10/7
Adding Personal Financial Planning Services to Your CPA Practice (2 hrs)
10/21
ESOPs: Uses, Strategies, Benefits, and Pitfalls (8 hrs)
10/28
Risk, Cost, and Cash Management for Controllers and Financial Managers (4 hrs)
10/31
Specialized Knowledge Cloud Based Bill Payment with Bill.com (2 hrs)
10/10
Expense Management via the Cloud (2 hrs)
10/13 10/18 10/25
Billing and Collection Practices: A Tale of Two Clients (1 hr)
10/4
Mergers and Acquisitions: Fundamentals of Acquiring or Selling Mid-Market Companies and Professional Service Organizations (8 hrs)
High-Duty Engagements: Rules, Risks and Tools for Business Management, Family Office, Closely Held Businesses (2 hrs)
10/11
Business Continuity: Best Practices for Managing the Risks (8 hrs)
Developing a Winning Firm Culture - The Tone is Set at the Top (1 hr)
10/20
Increasing Productivity Through Stress Management (2 hrs) Path to the C Suite (4 hrs)
Taxes
10/27
Buying and Selling Corporate Businesses: Stock Sales (4 hrs)
10/19
10/31
Passive Activity Rules: Cutting-Edge Tax Strategies in Passive Losses (8 hrs)
10/25
Unrelated Business Income Tax Fundamentals (3 hrs)
10/25
Retirement Distribution Rules: Planning Options (8 hrs)
10/26
Federal Income Taxation of Marijuana Businesses (2 hrs)
10/28
Multistate Taxation of the Mobile Workforce and Issues Related to Nonresident, Estate, and Trust Tax Returns (8 hrs)
10/28
Computer Science Revolutionizing Small-Business Accounting (1 hr)
10/3
Office 2013 and 2016 - New Features Review (2 hrs)
10/3
Cybersecurity Series - What CEOs and Partners Should Know (2 hrs)
10/4
How to Organize Clients, Leads, and Automate Sales and Operations (1 hr)
10/5
10 | QuickSearch October 2016
10/11
FREE
Upcoming COCPA courses: in-classroom or via webcast LIVE
LIVE
We b c a s t
In-Classroom
10/20 2016 Governmental Conference Making Ethics Count: Ethics and Financial Stewardship
160613522
10/20 2016 Governmental Conference
160613415
160613820
Webcast Only
10/21 Making Ethics Count in Financial Reporting
160614420
Webcast Only
10/26 2016 CPAs in Industry Conference
160616522
10/26 2016 CPAs in Industry Conference
160616415
10/31 When Good CPAs Go Bad: Ethics & Cases
160617720
10/31 When Good CPAs Go Bad: Ethics & Cases
160617606
10/21
11/1
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment)
160701220
11/1
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment)
160701106
11/1
The A.R.T. of Work: Accountability, Respect, 160701420 and Trust
11/1
The A.R.T. of Work: Accountability, Respect, and Trust
160701306
11/1
Making Ethics Count: Power, Influence & Ethics
160701620
Webcast Only
11/1
Making Ethics Count in Financial Reporting
160701820
Webcast Only
11/4
Internal Control Best Practices for Smalland Medium-Sized Entities
160704220
11/9
Colorado Board of Accountancy Statutes, Rules, and Regulations
160706720
Webcast Only
11/9
Ethics and the AICPA's Principles, Rules, and Responsibilities
160706920
Webcast Only
11/4
Internal Control Best Practices for Smalland Medium-Sized Entities
160704101
11/10 Annual Update for Controllers
160707420
11/10 Annual Update for Controllers
160707301
11/11 2016 Employee Benefit Plan Conference
160708422
11/11 2016 Employee Benefit Plan Conference
160708315
160709020
11/14
11/17 2016 Accounting and Auditing Conference
160713422
11/17 2016 Accounting and Auditing Conference
160713315
11/21 2016 Individual Income Tax Workshop
160714624
11/21 2016 Individual Income Tax Workshop
160714517
160714824
2016 Corporate/Business Income Tax 11/22 Workshop
160714717
11/14
Real World Fraud in Today’s Small- to Medium- Sized Entities
2016 Corporate/Business Income Tax 11/22 Workshop
Real World Fraud in Today’s Small- to Medium- Sized Entities
160708901
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. Register online at www.cocpa.org | 11
AICPA Certificate Programs Helping CPAs build expertise in Not-for-Profit, IFRS, XBRL, Employee Benefit Plans, and Forensic Accounting. These unique, interactive programs contain real-world examples, case studies, animations, and videos to create a flexible, dynamic learning experience that can be completed anytime, anywhere. Employee Benefit Plans Audit Certificate Programs
Prove you have what it takes with the AICPA's new employee benefit plans audit certificates. It's the only curriculum of its kind within the profession, pairing optional learning and online exams that verify the depth of your knowledge. The program offers four certificate options – one intermediate-level and three advanced certificates.
Single Audit Certificate Programs
The challenges of single audits have met their match with the AICPA's Single Audit Certificates, available for intermediate and advanced experience levels. These certificates will help you demonstrate your ability to plan, perform and evaluate single audits to your clients, employer, regulators and the public. A digital badge allows you to display your accomplishment online.
Not-for-Profit Certificate Programs
Whether you work in public accounting or a nonprofit, the Not-for-Profit Certificates offer a convenient and accessible way to get high-quality, comprehensive training in NFP accounting, financial reporting, tax compliance, governance and assurance. Available for two experience levels, these focused CPE/CAE eligible programs give you the targeted knowledge and marketable skills you need to set yourself apart.
COSO Internal Control Certificate Program
The new certificate, through a blend of self-paced learning and live interactive training, offers you a unique opportunity to develop an expertise in designing, implementing, and monitoring a system of internal control. Improve your communication skills and technical know-how and expand your career connections when you register for this program.
IFRS Certificate Program
Expand the borders of your financial reporting expertise. This scenario-based series of courses provides a variety of case studies, plus audio, video and interactive exercises that will guide you through the concepts under each area of IFRS. The comprehensive, integrated curriculum of 25 online self-study CPE courses is available in English and Spanish.
Fundamentals of Forensic Accounting Certificate Program
There is a growing need for forensic accountants — prepare yourself to break into this high-demand area! Covering all of the topics in AICPA’s body of knowledge for this subject, this engaging online CPE program provides participants with a solid understanding of financial forensics and fundamental knowledge of the legal system, gathering information, discovery, reporting, providing expert testimony and more.
XBRL U.S. GAAP Certificate Program
This comprehensive online training program from the AICPA and XBRL US provides the tools and strategies you need to create high-quality XBRL financials, and knowledge of data-tagging language can provide an important edge in the job market. You’ll gain the complete XBRL proficiency you need to stay compliant with SEC rules and avoid liability issues.
visit aicpacertificates.cocpa.org to register. 12 | QuickSearch October 2016
Symbols: $: AICPA members who register for these courses will receive an additional $30 per day discount. : New Course in 2016 : Live-Streaming Webcast : Meets Yellow Book Requirement K: Instructor Knowledge Rating P: Instructor Presentation Rating (1 is low, 5 is high)
Date
10/3-5
Field of Study (FOS): AC: Accounting AG: Accounting (Govt.) AP: Administrative Practice AU: Auditing AD: Auditing (Govt.) BE: Behavioral Ethics BL: Business Law BM: Business Management & Organization
CPE Course Title/Code
18
CGMA Exam Live Review Course / 160690044
CM: Communications CP: Computer Sciences EC: Economics FI: Finance MG: Management Advisory Services MA: Marketing PD: Personal Development PE: Personnel/HR RE: Regulatory Ethics SK: Specialized Knowledge and Applications Vendor
AICPA
Location
COCPA
Course Schedule by Date
Course Schedule by Date ST: Statistics TX: Tax Levels: B: Basic I: Intermediate A: Advanced U: Update
Fees: Member/Nonmember
Instructor
Fee
Adrian Sims
FOS
Level
1295/1595
This 3-day review course will help prepare exam candidates for the CGMA exam. See page seven for more information.
Choose the electronic book option when registering for an in-classroom course and save $10.00.
$
10/20
8
Forensic Accounting: Fraudulent Reporting and Concealed Assets / 160612801
AICPA
COCPA
Lynn Fountain
365/521
AC
I
This course will sharpen your forensic skills with techniques to uncover fraudulent activities and help you to see them in their many guises. 10/20
8
2016 Governmental Conference / 160613415 or Webcast / 160613522
COCPA
Denver or Webcast
Various
355/507
U
Stay current and informed on key issues in the governmental arena by attending this year's conference. An agenda with topics and speakers can be found on page three. 10/21 K=4.81 P=4.8
Making Ethics Count: Ethics and Financial Stewardship (8:30 am – 10:10 am) / 160613820
COCPA
Webcast
Dan Chenoweth
85/121
BE
U
Discuss the attributes of stewardship and what we can do as accounting professionals to create organizations that are responsible to ALL their stakeholders. 10/21
K=4.81 P=4.8
$
2
2
Making Ethics Count in Financial Reporting (10:30 am – 12:10 pm) / 160614420
COCPA
Webcast
Dan Chenoweth
85/121
BE
U
365/521
AU
B
Learn how corporate culture can be a predictor of future business success using Rittenhouse Rankings.
10/21
8
Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors / 160614601
AICPA
COCPA
Lynn Fountain
After an overview of the COSO guidance on the components and principles of internal control, this course introduces participants to basic tools used to document processes and controls. 10/24
4
Microsoft Office 2016 - Improving Productivity with New Features (8:30 am – 12:00 pm) / 160614801
K2 Enterprises
COCPA
Tommy Stephens
185/264
SK
U
Learn about the new features in Microsoft Office 2016 and how you can, and should, put them to use and maximize your return on your investment. 10/24
4
Technology Update (12:30 pm – 4:00 pm) / 160615201
K2 Enterprises
COCPA
Tommy Stephens
185/264
SK
I
Get clear guidance on Windows, Office, cloud implementations, hardware, servers, software, security, and other technology-related issues then look at the full spectrum of practical technology available and how to implement these tools for maximum impact during this fast-paced, 4-hour course. 10/25
8
Excel PivotTables for Accountants / 160615601
K2 Enterprises
COCPA
Tommy Stephens
360/515
SK/ AC
A
Be ready to use PivotTables to analyze and report on very large data sets in a fraction of the time you are spending presently, and how to take advantage and master other Excel features associated with PivotTables.
$
10/26
8
Form 990: Mastering Its Unique Characteristics / 160616201
AICPA
COCPA
Robert Lyons
365/521
TX
B
Increase your knowledge about both preparing a Form 990 and advising clients on the tax issues facing nonprofits.
Register online at www.cocpa.org | 13
Course Schedule by Date
Date
CPE Course Title/Code
10/26
8
2016 CPAs in Industry Conference / 160616415 or Webcast / 160616522
Vendor
COCPA
Location
Inverness or Webcast
Instructor
Various
Fee
FOS
355/507
Level
U
A variety of speakers will discuss the need-to-know-now topics for CPAs in industry. This year's agenda can be found on page two.
$
10/26
K=4.93 P=4.46
$
8
Real World Fraud in Today's Small- to MediumSized Entities / 160616609
AICPA
Ft. Collins
Robert Minniti
385/550
AU
B
This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities. 10/27
8
Form 990: Exploring the Form's Complex Schedules / 160616801
AICPA
COCPA
Robert Lyons
365/521
TX
A
AU
B
This course covers the most advanced tax and nonprofit issues that are the subject of the Form 990’s Schedules.
$
10/27
K=4.93 P=4.46
$
Real World Fraud in Today's Small- to MediumSized Entities / 160617209
AICPA
Westminster
Robert Minniti
395/565
This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities. 10/28
K=4.71 P=4.59
8
Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes / 160617401
AICPA
COCPA
Bruce Nelson
365/521
TX
I
This class will help equip you in learning the various ways that states define and enforce nexus and how to determine when your company or client has nexus in a state. 10/31
K=4.63 P=4.63
4
When Good CPAs Go Bad: Ethics & Cases (8:30 am – 12:00 pm) / 160617606 or Webcast / 160617720
COCPA
COCPA or Webcast
Paul Harrison
170/243
RE
U
TX
U
Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them. 10/31
K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160618209
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 2016 tax season. Check out page six for more information on Mark's program.
11/1
K=4.59 P=4.49
2
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment) (8:30 am – 10:10 am) / 160701106 or Webcast / 160701220
COCPA
COCPA or Webcast
Robbie Glantz
85/121
BE
U
Get concrete action items for creating and sustaining an ethical work environment in this practical how-to course that examines theories on human and organizational factors affecting ethical choices and tools for decision making. 11/1
K=4.59 P=4.49
2
The A.R.T. of Work: Accountability, Respect, and Trust (10:30 am – 12:10 pm) / 160701306 or Webcast / 160701420
COCPA
COCPA or Webcast
Robbie Glantz
85/121
BE
U
Dan Chenoweth
85/121
BE
U
85/121
BE
U
400/572
TX
I
This workshop will look at behaviors that help build a positive workplace environment. 11/1
K=4.81 P=4.8
2
Making Ethics Count: Power, Influence, & Ethics (1:00 pm – 2:40 pm) / 160701620
COCPA
Webcast
Identify sources of leadership power and review the six “rules” on how people can influence the behavior of others. 11/1
K=4.81 P=4.8
2
Making Ethics Count in Financial Reporting (3:00 pm – 4:40 pm) / 160701820
COCPA
Webcast
Dan Chenoweth
Learn how corporate culture can be a predictor of future business success using Rittenhouse Rankings.
11/1 K=4.8 P=4.67
8
Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs / 160702109
Surgent McCoy CPE
Aspen
Michael Reilly
Learn practical solutions for your business clients tax issues, and understand what strategies and techniques are most appropriate for businesses in dealing with employee related issues. 11/2
K=4.79 P=4.5
8
4
Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am – 12:00 pm) / 160702501
AICPA
COCPA
Patrick Kelley
185/264
TX
Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition.
14 | QuickSearch October 2016
B
CPE Course Title/Code
11/2
4
K=4.79 P=4.5
K=4.8 P=4.67
Patrick Kelley
Fee
FOS
185/264
TX
Level
I
8
A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond / 160703109
Surgent McCoy CPE
Aspen
Michael Reilly
400/572
TX
U
8
Basis/Distributions for Pass-Through Entities: Simplifying the Complexities / 160703501
AICPA
COCPA
Patrick Kelley
365/521
TX
I
Review the rules used to determine basis for partnerships and S corporations that puts the computation of basis in contexts that often come under scrutiny: loss limitations, distributions, sales of an interest, and others; then learn the crucial rules for computing the adjusted basis and the tax treatment of distributions of pass-through entities such as partnerships and S corporations.
K=4.79 P=4.5 11/3 K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160703909
COCPA
Steamboat Springs
Mark Soukup
400/572
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page six for more information on Mark's programs. 11/4
K=4.7 P=4.51
$
COCPA
Instructor
This course will focus on the key issues and planning strategies that tax practitioners need to know in order to advise their clients regarding this far-reaching legislation on The Affordable Care Act. 11/3
$
AICPA
Location
Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client’s money in their pockets.
11/2
$
Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs (12:30 pm – 4:00 pm) / 160702701
Vendor
Course Schedule by Date
Date
8
Internal Control Best Practices for Small- and Medium-Sized Entities / 160704101 or Webcast / 160704220
AICPA
COCPA or Webcast
Bob Walter
365/521
AU
B
AD
I
This course provides practical guidance for those involved with internal control responsibilities (auditing, monitoring, implementing, etc.) in adapting the updated COSO Internal Control Framework to small- and medium-sized entities. 11/7
K=4.67 P=4.52
8
Applying the Uniform Guidance for Federal Awards in Your Single Audits / 160704501
AICPA
COCPA
Bruce Shepard
365/521
Be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance for Federal Awards and the Single Audit Act. 11/7
8
Advanced Critical Tax Issues for Limited Liability Companies and Partnerships / 160704909
Surgent McCoy CPE
Boulder
John Evanich
400/572
TX
A
365/521
AG/ AD
U
This course provides an in-depth discussion of selected advanced-level issues affecting LLCs and LLPs.
$
11/8
K=4.67 P=4.52
8
Not-for-Profit Accounting and Auditing Update / 160705301
AICPA
COCPA
Bruce Shepard
Get the details of the latest developments affecting not-for-profits such as requirements of FASB directed toward the organizations and information on the latest OMB and Yellow Book developments. 11/8
4
Maximize Your Social Security Benefits (8:30 am – 12:00 pm) / 160705709
Surgent McCoy CPE
Boulder
John Evanich
200/286
TX
B
This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and all the other myriad of related retirement planning issues. 11/8
4
Select Estate and Life Planning Issues for the Middle-Income Client (12:30 pm – 4:00 pm) / 160705909
Surgent McCoy CPE
Boulder
John Evanich
200/286
TX
B
There are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who advise clients in estate planning.
$
11/9
K=4.7 P=4.51
Identity Theft: Preventing, Detecting, and Investigating Identity Theft / 160706301
AICPA
COCPA
Bob Walter
365/521
AU
I
Protect yourself and your clients from identity theft by learning the various techniques thieves use to obtain information.
11/9 K=4.78 P=4.61
2
Webcast: Colorado Board of Accountancy Statutes, Rules, and Regulations (8:30 am – 10:10 am) / 160706720
COCPA
Webcast
Rosemary Weiss
85/121
RE
U
Learn how to apply these bodies of law to practical, everyday experiences. The Colorado State Board of Accountancy requires CPAs to complete this course within six months of their initial licensure/certification. 11/9
K=4.78 P=4.61
8
2
Webcast: Ethics and the AICPA’s Principles, Rules, and Responsibilities (10:30 am – 12:10 pm) / 160706920
COCPA
Webcast
Rosemary Weiss
85/121
BE
U
Using the AICPA's code of conduct, you'll gain additional tools to help you make ethical decisions.
Register online at www.cocpa.org | 15
Course Schedule by Date
$
Date
CPE Course Title/Code
11/10
8
K=4.86 P=4.83
Annual Update for Controllers / 160707301 or Webcast / 160707420
Vendor
AICPA
Location
COCPA or Webcast
Instructor
James Lindell
Fee
FOS
Level
365/521
FI
U
This course provides you with practical approaches to current issues. You will review major trends, new tools, and techniques to help you promote your company's growth. 11/10
K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160707709
COCPA
Pueblo
Mark Soukup
385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page six for more information on Mark's programs. 11/11
8
2016 Employee Benefit Plans Conference / 160708315 or Webcast / 160708422
COCPA
COCPA or Webcast
Various
355/507
SK
U
The 2016 Employee Benefit Plans Conference addresses the unique technical and professional challenges of the CPAs, leaders, and business professionals in the employee benefit plan arena. This one-day event focuses on the latest issues and trends in the sector. Practical guidance is offered in areas such as audit quality, legal issues, cyber security, and compliance.
$
11/11
K=4.86 P=4.83
Transforming Your Role as Controller to Business Partner / 160708101
AICPA
COCPA
James Lindell
365/521
BM
I
Take it to the next level while adding value to the organization, and explore new additional roles that controllers are now accepting and outline a roadmap you can use to expand your role as a controller. 11/11
K=4.91 P=4.87
$
8
8
Tax Year in Review and 2016 Planning / 160708509
COCPA
Colorado Springs
Mark Soukup
385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page six for more information on Mark's programs. 11/14
8
Real World Fraud in Today's Small- to MediumSized Entities / 160708901 or Webcast / 160709020
AICPA
COCPA or Webcast
Michael Brand
365/521
AU
B
This course uses hands-on case studies based on real-world frauds to help participants carry out their financial statement fraud responsibilities. 11/14
8
2016 Technology Conference - Day One / 160709515
COCPA
Inverness
Various
395/564
SK
U
This information-packed conference returns featuring trends in technologies, hardware, software, cloud computing, the mobile office and how to utilize, make informed decisions, and implement strategies on these technologies. Go to page four to preview this year's topics.
$
11/14
K=4.49 P=4.16
8
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160709909
AICPA
Colorado Springs
Michael Blackburn
385/550
TX
I
Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets. 11/15
K=4.49 P=4.16
4
Affordable Care Act: Critical Tax and Insurance Ramifications (8:30 am – 12:00 pm) / 160710301
AICPA
COCPA
Michael Blackburn
185/264
TX
B
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, discover how you can use this information for tax planning opportunities. 11/15
K=4.49 P=4.16
4
Social Security and Medicare: Maximizing Retirement Benefits (12:30 pm – 4:00 pm) / 160710501
AICPA
COCPA
Michael Blackburn
185/264
TX
I
Using real-world situations, learn how to advise your clients to navigate the uncertainties of Social Security and Medicare. 11/15
8
2016 Technology Conference - Day Two / 160710915
COCPA
Inverness
Various
395/564
SK
U
This information-packed conference returns featuring trends in technologies, hardware, software, cloud computing, the mobile office and how to utilize, make informed decisions, and implement strategies on these technologies. Go to page four to preview this year's topics.
$
11/15
8
Annual Update for Accountants and Auditors / 160711309
AICPA
Grand Junction
Michael Brand
385/550
AC/ AU
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 11/16
8
Virtual Accounting and CFO Services / 160711701
CPA Crossings
COCPA
Bryan Smith
345/493
Learn a step by step process and gain valuable insight to provide outsourced accounting and CFO services via the cloud.
16 | QuickSearch October 2016
SK
I
CPE Course Title/Code
11/16
8
K=4.91 P=4.87
$
COCPA
Location
Ft. Collins
Instructor
Mark Soukup
Fee
FOS
Level
385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page six for more information on Mark's programs. 11/16
K=4.49 P=4.16
$
Tax Year in Review and 2016 Planning / 160712109
Vendor
8
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160712509
AICPA
Grand Junction
Michael Blackburn
385/550
TX
I
Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets. 11/17
8
Accounting and Reporting for Not-for-Profit Organizations / 160712901
AICPA
COCPA
Lori Reinwald
365/521
AG
I
Enhance your not-for-profit accounting skills and create value-added services to clients through examining 21 case studies that will enrich your working knowledge of fundamental not-for-profit accounting and reporting, presentation requirements, note disclosures unique to not-for-profits, and options allowed under GAAP.
K=4.6 P=4.4 11/17
8
2016 Accounting and Auditing Conference / 160713315 or Webcast / 160713422
COCPA
Inverness or Webcast
Various
355/507
AC/ AU
Course Schedule by Date
Date
U
This year's conference includes breakout sessions for members in public practice and industry. See the back cover for a preview of this year's agenda.
$
11/18
K=4.7 P=4.51
K=4.91 P=4.87
K=4.82 P=4.67
K=4.82 P=4.67
Bob Walter
365/521
BL
A
8
Tax Year in Review and 2016 Planning / 160714109
COCPA
Longmont
Mark Soukup
385/550
TX
U
8
2016 Individual Income Tax Workshop / 160714517 or Webcast / 160714624
Farmer
Inverness or Webcast
Walter Nunnallee
410/586
TX
U
8
2016 Corporate/Business Income Tax Workshop / 160714717 or Webcast / 160714824
Farmer
Inverness or Webcast
Walter Nunnallee
410/586
TX
U
375/536
BM
I
TX
U
Prepare for "tax season" with this update and review of corporate and business tax planning ideas. 11/28
K=4.81 P=4.8
8
Build Your Team: Get Results / 160715101
Executive Education
COCPA
Dan Chenoweth
Gain the ultimate competitive advantage and learn how to get every member of your team on the same page, improve performance, and realize the potential of the talent you have. 11/28
K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160715509
COCPA
Durango
Mark Soukup
400/572
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page six for more information on Mark's programs. 11/29
8
Analytics and Big Data for Accountants / 160715901
AICPA
COCPA
Bob Walter
365/521
FI
B
Learn major trends in predictive analytics and how to use tools created to measure program impacts and ROI, visualize data and business processes, and uncover the relationship between key performance indicators, many utilizing the unprecedented amount of data now flowing into organizations.
K=4.7 P=4.51 11/29
K=4.43 P=4.27
K=4.67 P=4.52
COCPA
This comprehensive one-day presentation will focus largely on federal tax developments involving “individual” taxpayers. 11/22
$
AICPA
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page six for more information on Mark's programs. 11/21
$
Employment Law Update: Key Risks and Recent Trends / 160713701
Increase your knowledge of employment law issues encountered by businesses and non-profits, and gain tips about mitigating exposure for the key employment risks that every employer faces. 11/18
$
8
8
Annual Update for Accountants and Auditors / 160716309
AICPA
Durango
Marty Van Wagoner
400/572
AC/ AU
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more. 11/29
8
Annual Update for Accountants and Auditors / 160716709
AICPA
Pueblo
Bruce Shepard
385/550
AC/ AU
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more.
Register online at www.cocpa.org | 17
Course Schedule by Date
$
Date
CPE Course Title/Code
11/30
8
K=4.78 P=4.48
$
11/30
K=4.78 P=4.48
Peter Towle
Fee
FOS
Level
365/521
TX
I
8
Governmental and Not-for-Profit Annual Update / 160717509
AICPA
Pueblo
Bruce Shepard
385/550
AD/ AG
U
4
Reviewing Individual Tax Returns: What Are You Missing? (8:30 am – 12:00 pm) / 160841201
AICPA
COCPA
Peter Towle
185/264
TX
I
Discuss the common errors practitioners make on individual tax returns that are often missed by review staff, and sharpen your skills by examining illustrative case studies and discussing multiple issues. 12/1
K=4.78 P=4.48
4
IRS Disputes: Identifying Options for Your Client (12:30 pm – 4:00 pm) / 160841601
AICPA
COCPA
Peter Towle
185/264
TX
B
Learn what may trigger an audit, how to negotiate with the IRS, settle an appeal, and what qualifies for the IRS collection program. 12/1
K=4.67 P=4.52
8
Not-for-Profit Accounting and Auditing Update / 160842009
AICPA
Colorado Springs
Bruce Shepard
AG/ AD
U
380/543
AP
I
170/243
BE
U
AU
U
385/550
Get the details of the latest developments affecting not-for-profits such as requirements of FASB directed toward these organizations and information on the latest OMB and Yellow Book developments. 12/2
K=4.9 P=4.79
8
Retirement: How to Navigate through the Uncertain Voyage / 160842401 or Webcast / 160842520
COCPA
COCPA or Webcast
Mark Smith
This full day presentation will encompass the must know steps to navigate a secure retirement voyage. 12/5
4
Ethics Workshop: Try Not; Do or Do Not! (8:30 am – 12:00 pm) / 160842806 or Webcast / 160842920
COCPA
COCPA or Webcast
Bob Walter
In this interactive workshop, we’ll review ethical principles, independence, fees, advertising, confidentiality and the acts discreditable rule – and then apply these principles and professional standards to two case studies designed to challenge conventional thinking of what is right and/or ethical.
K=4.7 P=4.51 12/5
K=4.91 P=4.76
$
COCPA
Instructor
Arm yourself with the latest in governmental and not-for-profit accounting and auditing updates, including recent requirements of the GASB, FASB, OMB, and Yellow Book. 12/1
$
AICPA
Location
Get the latest innovative techniques for building and conserving wealth through proactive tax-planning and investment strategies.
K=4.67 P=4.52
$
Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies / 160717101
Vendor
8
Annual Update for Preparation, Compilation, and Review Engagements / 160843201
AICPA
COCPA
William Eskin
365/521
A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards. 12/5
8
Annual Update for Preparation, Compilation, and Review Engagements / 160843609
AICPA
Colorado Springs
Richard Reisig
385/550
AU
U
A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards. 12/5 K=4.91 P=4.87
$
Tax Year in Review and 2016 Planning / 160844009
COCPA
Grand Junction
Mark Soukup
385/550
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page six for more information on Mark's programs. 12/6
K=4.91 P=4.76
8
Construction Contractors: Accounting, Auditing, and Tax / 160844601
AICPA
COCPA
William Eskin
365/521
AU/ AC/ TX
B
TX
U
This course examines the most recent updates and key issues impacting construction accounting, auditing, and taxation. 12/6
K=4.91 P=4.87
$
8
8
Tax Year in Review and 2016 Planning / 160845009
COCPA
Aspen
Mark Soukup
400/572
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page six for more information on Mark's programs. 12/6
8
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs / 160845409
AICPA
Ft. Collins
Mark Mirsky
385/550
TX
Explore state-of-the-art planning and innovative tax-saving strategies to keep more of your client’s money in their pockets.
18 | QuickSearch August/September 2016
I
CPE Course Title/Code
12/6
8
Annual Update for Accountants and Auditors / 160845809
Vendor
AICPA
Location
Westminster
Instructor
Richard Reisig
Fee
FOS
395/565
AC/ AU
Level
U
Be able to identify and apply recently issued FASB, PCAOB, and ASB standards and guidance; recognize the effect of recently issued auditing standards, attestation standards, and standards on accounting and review services; and more.
$
12/7
K=4.71 P=4.59
8
Annual Tax Update: Corporations and PassThrough Entities / 160846001
AICPA
COCPA
Bruce Nelson
365/521
TX
U
Identify ways to integrate the latest tax law changes into planning and compliance engagements that help you provide more valueadded services to your clients. 12/7
4
Capitalized Costs and Depreciation: Key Issues and Answers (8:30 am – 12:00 pm) / 160846409
AICPA
Longmont
Mark Mirsky
200/285
TX
B
Gain a comprehensive and practical understanding of the various complex tax laws dealing with property transactions from acquisition to disposition. 12/7
4
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships (12:30 pm – 4:00 pm) / 160846609
AICPA
Longmont
Mark Mirsky
200/285
TX
B
AC
I
Course Schedule by Date
$
Date
This course addresses the tax consequences of the most common transactions engaged in by LLCs and partnerships.
$
12/8
8
Revenue Recognition: Mastering the New FASB Requirements / 160847201 or Webcast / 160847320
AICPA
COCPA or Webcast
Melisa Galasso
365/521
Using practical examples, understand the changes, avoid the traps, and get the latest FASB guidance related to implementing the new standard.
$
12/9
8
Leases: Mastering the New FASB Requirements / 160847601 or Webcast / 160847720
AICPA
COCPA or Webcast
Melisa Galasso
365/521
AC
I
This course addresses how the leasing requirements in the new standard differ from the current GAAP by examining the core principals of the new standard including identification, recognition, measurement, presentation, and disclosure requirements. 12/12 K=4.81 P=4.8
8
4 Most Overlooked Business Risks: Preparing for the Future / 160848001
Executive Education
COCPA
Dan Chenoweth
375/536
AU
I
This seminar drills down into four commonly overlooked business risks, looking at how to anticipate, manage, mitigate, or exploit them. 12/12
K=4.91 P=4.87
8
Tax Year in Review and 2016 Planning / 160849009
COCPA
Westminster
Mark Soukup
395/565
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page six for more information on Mark's programs. 12/12
8
Governmental Accounting and Auditing Update / 160848401 or Webcast 160848520
AICPA
COCPA or Webcast
Lee Klumpp
365/521
AG/ AD
U
Understand the latest on governmental accounting and auditing with this fast-paced interactive course that analyzes the recent GASB requirements and provides an understanding of OMB and Yellow Book requirements. 12/13
8
2016 SEC and PCAOB Conference / 160849415 or Webcast / 160849522
COCPA
Inverness or Webcast
Various
355/507
U
Hear about the new lease standard, SEC enforcement cases, and updates on SEC and PCAOB activities.
$
12/13
8
Frequent Frauds Found in Governments and Not-for-Profits / 160849801
AICPA
COCPA
Lee Klumpp
365/521
AD
I
Learn what common frauds occur in governments and not-for-profits and how could they have been avoided, and sharpen your forensic skills with techniques to help you uncover deceptive and fraudulent activities. 12/13 K=4.91 P=4.87
Tax Year in Review and 2016 Planning / 160850209
COCPA
Boulder
Mark Soukup
395/565
TX
U
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page six for more information on Mark's programs. 12/14
K=4.63 P=4.63
$
8
4
When Good CPAs Go Bad: Ethics & Cases (8:30 am – 12:00 pm) / 160850806 or Webcast / 160851920
COCPA
COCPA or Webcast
Paul Harrison
170/243
RE
U
AD
B
Discuss how difficult situations arise and how you can use the Code of Ethics and appropriate regulations to resolve them. 12/14
8
Yellow Book: Government Auditing Standards / 160852201
AICPA
COCPA
Lee Klumpp
365/521
Register online at www.cocpa.org | 19
Date
CPE Course Title/Code
Vendor
Location
Instructor
Fee
FOS
Level
Course Schedule by Date
This course provides an excellent baseline of information to accountants as it relates to understanding Government Auditing Standards, including the foundation of government auditing and the related concepts and standards. 12/15
8
2016 Mix & Match Conference / 160852615 or Webcast / 160852722
COCPA
Inverness or Webcast
Various
355/507
SK
U
This popular one-day conference will feature various sessions, running at concurrent times, to offer you an opportunity to focus in on the topics that are most important to you. *Some sessions will be webcasted. 12/16
8
Advanced Excel / 160853001
K2 Enterprises
COCPA
Tommy Stephens
360/515
SK/ AC
A
TX
U
Go to the next level in Excel! Even experienced Excel users will benefit from the major subjects covered in this course. 12/16 K=4.91 P=4.87
Tax Year in Review and 2016 Planning / 160853401 or Webcast / 160853520
COCPA
COCPA or Webcast
Mark Soukup
360/515
Mark Soukup will cover new tax laws, revenue rulings, notices and tax cases, and everything you'll need to know to plan for the 2016 tax season. Check out page six for more information on Mark's programs. 12/1920
K=4.71 P=4.6
16
SECR Reporting / 160853801
COCPA
COCPA
Andy Bishop
695/994
AC
A
Learn to identify reporting requirements of Regs, S-X and S-K, and key required disclosures on Forms 10-Q, 10-K, 8K, and Schedule 14A, while reviewing examples and tips to ensure compliance. 12/21
K=4.59 P=4.49
2
Webcast: The A.R.T. of Work: Accountability, Respect, and Trust (1:00 pm – 2:40 pm) / 160854220
COCPA
Webcast
Robbie Glantz
85/121
BE
U
Robbie Glantz
85/121
BE
U
This workshop will look at behaviors that help build a positive workplace environment.
12/21
K=4.59 P=4.49
2
Webcast Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment (Formerly Creating an Ethical Work Environment) (3:00 pm – 4:40 pm) / 160854420
COCPA
Webcast
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. 1/12
K=4.97 P=4.92
8
8
2016 Federal Tax Update / 160952317 or Webcast / 160954324
Don Farmer
Inverness or Webcast
Don Farmer
420/600
TX
A
Don Farmer will review the major developments in federal income taxation for individuals, corporations, and other businesses that have the greatest impact on your clients and companies and offer some practical solutions to problems and tax planning opportunities.
COCPA Registration Policies Member Discount As a member, you may register at a 30% discounted, member rate for all COCPA-sponsored courses or conferences (except seminars that are co-sponsored with other organizations). The member/nonmember fees are listed in the course schedule in the back of each QuickSearch. Walk-ins You are welcome to walk-in to a class without registering in advance; however, regardless of membership status, you will be charged the nonmember fee. Walk-ins are admitted as classroom space and materials permit. Registration and Payment Information Registering has never been easier. You may register and pay for any CPE seminar or conference by: 303-773-2877 or 800-523-9082 303-773-6344 Colorado Society of CPAs 7887 E Belleview Ave., Suite 200 Englewood, CO 80111 www.cocpa.org All registrants must prepay in full before admittance to any program. Any outstanding registration fees from the prior year must be paid in order to be eligible for current course registration. We accept several methods of payment: cash, check, Visa, MasterCard, American Express, or Discover.
Materials Course materials are ordered based upon the number of prepaid registrants for each course. At the first break, any extra manuals available will be distributed to walk-ins. Advance Preparation Most courses do not require advance preparation. In the few cases where advance preparation is recommended, it is noted in the course listing found online. Date/Location Changes and Cancellations Our goal is to have as few changes or cancellations to our course schedule as possible but, occasionally, emergencies or enrollment numbers dictate otherwise. In the event that we must reschedule, relocate, or cancel a course for which you are preregistered, you will be notified immediately. We know how busy your travel and work schedules can be, so we guarantee you seven days’ notice (prior to the presentation date) of the cancellation of any course. Please keep this in mind when making airline reservations to avoid travel cancellation penalties. CPE courses are rarely cancelled due to poor weather conditions. However, if you are unable to attend a course due to weather, please call the member services Department immediately at 303773-2877 or 800-523-9082 so we can notify the instructor as well as assist you with finding another course to take.
Special Requests We are committed to providing exceptional service to our members and will try to honor all special requests. However, we can not guarantee them. If you have a special request, please email Pamela Galey-Coleman at pamela@cocpa.org with the name, date, and location of the course for which you have registered and a description of your specific needs. Carpooling As part of our commitment to our members, we extend a carpooling service. Simply contact the member services department at 303-773-2877 and we will help you find someone from your area who has registered for a particular course and with whom you might share a ride. Cellular Telephones All participants who bring cellular telephones to class will need to keep them turned off. This ensures an optimum learning environment for all program participants. Individuals who need to receive calls should leave the classroom to await the call. Miscellaneous The opinions expressed by discussion leaders and panelists are not necessarily those of the Colorado Society of CPAs. The prices, dates, and locations of the presentations listed in COCPA publications are subject to change without notice. The COCPA reserves the right to make speaker substitutions at any time without notice.
Choose the electronic book option when registering for an in-classroom course and save $10.00.
20 | QuickSearch August/September 2016
Course Schedule by Field of Study Accounting and Auditing Date
Course
Page
Date
Course
Page
10/20
Forensic Accounting: Fraudulent Reporting and Concealed Assets
6, 13
10/20
Webcast: Governmental Conference
5, 8, 11, 13
10/21
Internal Control and COSO Essentials for Financial Managers, Accountants, and Auditors
6, 13
11/7
Applying the Uniform Guidance for Federal Awards in Your Single Audits
5, 8, 15
10/25
Excel PivotTables for Accountants
4, 6, 13
11/8
Not-for-Profit Accounting and Auditing Update
8, 15
10/26
Real World Fraud in Today’s Small- to MediumSized Entities
14
11/17
Accounting and Reporting for Not-for-Profit Organizations
8, 17
10/27
Real World Fraud in Today’s Small- to MediumSized Entities
14
11/30
Governmental and Not-for-Profit Annual Update
5, 8, 18
Internal Control Best Practices for Small- and Medium-Sized Entities
12/1
Not-for-Profit Accounting and Auditing Update
8, 18
11/4
11, 15
12/12
Governmental Accounting and Auditing Update
5, 8, 19
11/4
Webcast: Internal Control Best Practices for Smalland Medium-Sized Entities
11, 15
12/12
Webcast: Governmental Accounting and Auditing Update
5, 8, 19
11/9
Identity Theft: Preventing, Detecting, and Investigating Identity Theft
15
12/13
Frequent Frauds Found in Governments and Notfor-Profits
5, 8, 19
11/14
Real World Fraud in Today’s Small- to MediumSized Entities
11, 16
12/14
Yellow Book: Government Auditing Standards
5, 8, 20
11/14
Webcast: Real World Fraud in Today’s Small- to Medium- Sized Entities
11, 16
Administrative Practice
11/15
Annual Update for Accountants and Auditors
16
Date
11/17
Accounting and Auditing Conference
8,11,17, back cover
11/17
Webcast: Accounting and Auditing Conference
8,11,17, back cover
11/29
Annual Update for Accountants and Auditors
17
Business Law
12/5
Annual Update for Preparation, Compilation, and Review Engagements
18
Date
Course
Page
Construction Contractors: Accounting, Auditing, and Tax
11/18
18
17
12/6
Employment Law Update: Key Risks and Recent Trends
12/6
Annual Update for Accountants and Auditors
19
Business Management & Organization
12/8
Revenue Recognition: Mastering the New FASB Requirements
19
Date
12/8
Webcast: Revenue Recognition: Mastering the New FASB Requirements
19
11/11
Transforming Your Role as Controller to Business Partner
16
12/9
Leases: Mastering the New FASB Requirements
19
11/28
Build Your Team: Get Results
17
12/9
Webcast: Leases: Mastering the New FASB Requirements
19
Ethics
12/12
4 Most Overlooked Business Risks: Preparing for the Future
19
12/16
Advanced Excel
20
Finance
12/1920
SECR Reporting
20
Date
Accounting and Auditing - Government Date 10/20
Course
Page
Governmental Conference
5, 8, 11, 13
Course
Page
12/2
Retirement: How to Navigate through the Uncertain Voyage
18
12/2
Webcast: Retirement: How to Navigate through the Uncertain Voyage
18
Course
Page
For a listing of this year’s ethics courses, please see page 9.
Course
Page
11/10
Annual Update for Controllers
11, 16
11/10
Webcast: Annual Update for Controllers
11, 16
11/29
Analytics and Big Data for Accountants
17
Register online at www.cocpa.org | 21
Course Schedule by Field of Study
Accounting and Auditing - Government
Course Schedule by Field of Study
Course Schedule by Field of Study, Cont’d Specialized Knowledge and Applications
Tax
Date
Course
Page
Date
Course
Page
10/24
Microsoft Office 2016 - Improving Productivity with New Features
4, 6, 13
11/16
Tax Year in Review and 2016 Planning
6, 17
11/16
17
10/24
Technology Update
4, 6, 13
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs
11/18
Tax Year in Review and 2016 Planning
6, 17
10/25
Excel PivotTables for Accountants
4, 6, 13
11/21
2016 Individual Income Tax Workshop
11, 17
11/11
2016 Employee Benefit Plans Conference
8, 16
11/21
Webcast: 2016 Individual Income Tax Workshop
11, 17
11/11
Webcast: 2016 Employee Benefit Plans Conference
8, 16
11/22
2016 Corporate/Business Income Tax Workshop
11, 17
11/14
2016 Technology Conference - Day One
4, 8, 16
11/22
Webcast: 2016 Corporate/Business Income Tax Workshop
11, 17
11/15
2016 Technology Conference - Day Two
4, 8, 16
11/28
Tax Year in Review and 2016 Planning
6, 17
11/30
Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies
18
12/1
Reviewing Individual Tax Returns: What Are You Missing?
18
12/1
IRS Disputes: Identifying Options for Your Client
18
12/5
Tax Year in Review and 2016 Planning
6, 18
12/6
Construction Contractors: Accounting, Auditing, and Tax
18
12/6
Tax Year in Review and 2016 Planning
6, 18
12/6
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs
18
12/7
Annual Tax Update: Corporations and PassThrough Entities
19
11/16
Virtual Accounting and CFO Services
16
12/15
2016 Mix & Match Conference
20
12/15
Webcast: 2016 Mix & Match Conference
20
12/16
Advanced Excel
20
Tax Date
Course
Page
10/26
Form 990: Mastering Its Unique Characteristics
6, 13
10/27
Form 990: Exploring the Form’s Complex Schedules
6, 14
10/28
Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes
14
10/31
Tax Year in Review and 2016 Planning
6, 14
12/7
Capitalized Costs and Depreciation: Key Issues and Answers
19
11/1
Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs
14
12/7
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships
19
11/2
Capitalized Costs and Depreciation: Key Issues and Answers
14
12/12
Tax Year in Review and 2016 Planning
6, 19
11/2
Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs
15
12/13
Tax Year in Review and 2016 Planning
6, 19
12/16
Tax Year in Review and 2016 Planning
6, 20
11/2
A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond
15
12/16
Webcast: Tax Year in Review and 2016 Planning
6, 20
11/3
Basis/Distributions for Pass-Through Entities: Simplifying the Complexities
15
1/12
2016 Federal Tax Update
20
11/3
Tax Year in Review and 2016 Planning
6, 15
1/12
Webcast: 2016 Federal Tax Update
20
11/7
Advanced Critical Tax Issues for Limited Liability Companies and Partnerships
15
11/8
Maximize Your Social Security Benefits
15
11/8
Select Estate and Life Planning Issues for the Middle-Income Client
15
11/10
Tax Year in Review and 2016 Planning
6, 16
11/11
Tax Year in Review and 2016 Planning
6, 16
11/14
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs
16
11/15
Affordable Care Act: Critical Tax and Insurance Ramifications
16
11/15
Social Security and Medicare: Maximizing Retirement Benefits
16
22 | QuickSearch October 2016
VIEW ALL COURSE LISTINGS AT
COCPA.ORG.
CPE Registration Form
(or register online at www.cocpa.org) Name______________________________________________ Title_____________________________________________________ Company____________________________________________________________________________________________________ Address ____________________________________________________________________________________________________ City______________________________________________________ State____________________ Zip_______________________ Business Phone _____________________________________ Mobile Phone _____________________________________________ Email Address________________________________________________________________________________________________ Address is:
o Firm/Company o Home o Changed
I am a member of: COCPA–Membership #_______________ AICPA–Membership #_______________
Special needs I would like COCPA to be aware of:______________________________________________________________
In-class attendees: Get a $10 discount when you purchase a downloadable PDF of the book instead of a printed version.
Please register me for: (If you want the course via webcast, please indicate this with a WC near the title. Thank you.) Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Course Title_________________________________________________Course Date__________ Fee ___________ PDF (-$10)______ Total Registration Fee ______________
I have enclosed a check.
Charge __________________ to my Visa MasterCard Discover American Express It is a: Company-issued card Personal card Card Number_______________________ Name of Cardholder___________________________ Exp________ Print Name________________________________ Signature________________________________________ Return to:
7887 E Belleview Ave., Suite 200, Englewood, CO 80111 303-773-2877 • 800-523-9082 •
303-773-6344 (fax)
Cancellation/Transfer Policy • Cancellation or transfer requests made 6 business days or more prior to the program, no fee assessed. • Cancellation or transfer requests made 2 to 5 business days prior to the program, $25 fee assessed. • Cancellation or transfer requests made 1 business day prior to or the day of the program, $50 fee assessed. • No notice of cancellation, 100% course fee assessed. •
All COCPA Policies and Procedures can be found online under the CPE drop down menu, Policies & Procedures.
23 | QuickSearch August/September 2016
Register online at www.cocpa.org | 23
Season Pass CPE Registration Form (or register online at seasonpass.cocpa.org) I would like to purchase the following Season Pass:
40 hour
24 hour
Name______________________________________________ Title_____________________________________________________ Company____________________________________________________________________________________________________ Address ____________________________________________________________________________________________________ City______________________________________________________ State____________________ Zip_______________________ Business Phone _____________________________________ Mobile Phone _____________________________________________
Course Schedule by Field of Study
Email Address________________________________________________________________________________________________ Address is:
o Firm/Company o Home o Changed
I am a member of: COCPA–Membership #_______________ AICPA–Membership #_______________
Special needs I would like COCPA to be aware of:______________________________________________________________
Please register me for: (If you want the course via webcast, please indicate this with a WC near the title. Thank you.) Course Title __________________________________________________________ Course Date_____________ Fee ___________ Course Title __________________________________________________________ Course Date_____________ Fee ___________ Course Title __________________________________________________________ Course Date_____________ Fee ___________ Course Title __________________________________________________________ Course Date_____________ Fee ___________ Course Title __________________________________________________________ Course Date_____________ Fee ___________
I have enclosed a check.
Total Registration Fee ______________
Charge __________________ to my Visa MasterCard Discover American Express It is a: Company-issued card Personal card Card Number_______________________ Name of Cardholder___________________________ Exp________ Print Name________________________________ Signature________________________________________ Return to:
7887 E Belleview Ave., Suite 200, Englewood, CO 80111 303-773-2877 • 800-523-9082 •
303-773-6344 (fax)
All COCPA Policies and Procedures, including Cancellation/Transfer Policies, can be found online under the CPE drop down menu, Policies & Procedures.
24 | QuickSearch October 2016
One fee. Hours of CPE. 40 hours: $1,400 24 hours: $840 SEASON PASS PACKAGES INCLUDE:
Group Study Programs: Live, in-person Denver and Chapter Seminars, conferences and webcasts. The COCPA Season Pass offers a 23% discount off current prices. Members can attend a Don Farmer seminar for an extra $49. The Season Pass will be valid May 1, 2016 – April 30, 2017. **Webinars, LeadFit 2016, and the AICPA CGMA program are not included in the Season Pass program.
TO PURCHASE YOUR SEASON PASS Visit seasonpass.cocpa.org or use the registration form on page 24.
For a company subscription to the Season Pass call the COCPA Member Services Department at 303-773-2877.
Non-Profit Org. US Postage Paid Denver, CO Permit No. 605
Colorado Society of Certified Public Accountants 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
"The new standards fundamentally change the rules that govern accounting for substantially all leases, including equipment and real estate leases. We expect the standard will have far-reaching implications in areas such as accounting, finance and reporting, real estate, tax, and technology among others." –deloitte
BREAKOUT SESSIONS
for members in Industry and in Public Practice
ACCOUNTING &AUDITING CONFERENCE
November 17, 2016
Inverness Hotel & Conference Center or Webcast 8:30 a.m. – 4:30 p.m. TOPICS: • Accounting and Auditing Update • Leases • Incorporating Non-Financial Metrics in Budgeting and Planning
• Self-Assessing Your IT Risk • The Dashboard Effect: Transforming Your Company Virtually Overnight • Change Management • Revenue Recognition
Register at AccountingAuditingConf.cocpa.org.