QuickSearch May/June/July 2022
CPE CATALOG
GROW YOUR SKILLSET
this season Not-for-Profit Conference MAY 19, 2022 PAGE 2
Conference Schedule PAGE 3
COCPA
COLORADO SOCIETY OF CPAS
TAX YEAR IN REVIEW AND 2022 PLANNING
with
Toby Clary
Join us in-person for our Tax Year in Review course! Toby Clary’s Tax Year in Review and 2022 Planning course will cover revenue rulings, notices, and tax cases you’ll need to know for the 2022 season.
November 3
STERLING
December 1
BOULDER / LONGMONT
November 8
PUEBLO
December 6
DURANGO
November 14
GLENWOOD SPRINGS
December 14
WESTMINSTER
November 17
FORT COLLINS
December 15
DENVER AND WEBCAST
REGISTER ONLINE AT
COCPA.ORG/TAX-REVIEW
High-quality, specialized CPE for your team COCPA Customized Team Training makes it possible to customize learning and CPE for your staff’s specific needs. Choose from some of our most popular courses, or build your own by choosing an instructor, focus area, materials, time, and length. Lead the session yourself while letting us supply the materials, or bring in one of our expert instructors to guide the discussion according to your goals. We’ll work with you to bring a customized course directly to your office, in-person or virtually!
View full course list and custom options at COCPA.org/customize
Table of Contents QuickSearch A Guide to CPE from COCPA. Chief Operating Officer and Chief Learning Officer Rebecca Campbell, CAE rebecca@cocpa.org CPE Operations Manager Tiffany Carson, CMP tiffany@cocpa.org Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111 303-773-2877 800-523-9082 Fax: 303-773-6344 www.cocpa.org
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Not-for-Profit Conference
3
Conference Schedule
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Ethics Schedule
4
Yellow Book Schedule
5
Webinar Schedule
NOT-FOR-PROFIT
stronger CONFERENCE
strategies for a
COMMUNITY
MAY 19, 2022
Denver + Online • CPE: 8.0
Register at COCPA.ORG/NOTFORPROFIT
AGENDA
2
8:30-9:45 am
Audit and Tax Update for Nonprofits in 2022 Adam R. Pyzdrowski, CPA, CliftonLarsonAllen LLP Sarah Hintz, CPA, CliftonLarsonAllen LLP
9:45-10:35 am
Internal Controls in a Changing Nonprofit World Jennifer Richards, CPA California, Crowe LLP
10:35-10:45 am
Break
10:45-11:35 am
Uniform Guidance Update Karen Miessner, CPA California, CFE, SingerLewak
11:35 am-12:25 pm
Lunch
12:25-1:15 pm
Endowments Presented by Innovest and Eide Bailly LLP
1:15-2:05 pm
Colorado Employment Law Changes Sean Gallagher Gillian Bidgood Polsinelli PC
2:05-2:15 pm
Break
2:15-3:05 pm
Cryptocurrencies – Why This Should Be On Your Radar Tom Koceja, CPA Consensus Accounting and Tax, PC
3:05-4:20 pm
Advice From a Grantor’s Perspective Kristin L. Calder, CPA, Kundinger, Corder & Montoya PC, moderator Janice Fritsch, Kenneth King Foundation Katy Arnold, Merle Chambers Fund Carrie Tynan, Coors Foundation Noah Atencio, Community First Foundation COCPA QuickSearch
Conference Schedule This year’s conferences offer the best way to get the latest information from industry experts; gain valuable, topic-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your CPA colleagues. If you are interested in serving on a conference planning committee, please contact Tiffany Carson, tiffany@cocpa.org. Not-for-Profit Conference
In-person and webcast
6/9-10
Employee Benefit Plans Audit Conference**
Webcast
6/16-17
Technology Conference
Webcast
8/8-10
AICPA Cannabis Industry Conference*
In-person and webcast
Women’s Summit: Strategies for the Successful Woman CPA
In-person and webcast
Bottles, Brews and Buds Conference
Webcast
10/20
CPA in Industry Conference
In-person and webcast
10/27
Governmental Conference
In-person and webcast
11/2
Regional Accounting and Auditing Conference
Webcast
11/3
Marijuana Business Symposium
In-person and webcast
11/14-16
AICPA Oil and Gas Conference*
In-person and webcast
12/8-9
AICPA Construction and Real Estate Conference*
In-person and webcast
12/15
SEC and PCAOB Conference
In-person and webcast
Technology Conference
Webcast
5/19
8/26 9/29-30
12/15-16
*These conferences, scheduled to be held in Denver, are produced by the AICPA and are not eligible for registration using the Season Pass. **This conference is produced by one of our state society partners and may include some state-specific content.
May/June/July 2022
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Yellow Book Schedule This is a selection of our Yellow Book webinars. To see an entire listing of available courses, please visit www.cocpa.org/online. 5/4
Yellow Book Independence and Single Audit Fundamentals
4 credits
5/16
Current Issues in Performing Yellow Book Audits
2 credits
6/1
GASB 87 on Lease Accounting
2 credits
6/20
Common Reporting Deficiencies in Government Financial Statements
6/29
Basic Concepts of Governmental Accounting, Financial Reporting, and Auditing
8 credits
7/12
GASB Basic Financial Statements for State and Local Governments
8 credits
7/20
Current Issues in Performing Yellow Book Audits
8 credits
Ethics Schedule JUNE
6/22 | Webcast | 9:30-11:10 am Colorado Board of Accountancy Statutes, Rules, and Regulations 6/22 | Webcast | 11:30 am-1:10 pm Ethics and the AICPA’s Principles, Rules, and Responsibilities
AUGUST
8/16 | Webcast | 10:10 am-12:10 pm Becoming the Everyday Ethicist 8/16 | Webcast | 10:30 am-12:10 pm The A.R.T of Work: Accountability, Respect, and Trust 8/16 | Webcast | 12:30-2:10 pm The Ethics of Self-Esteem
1.5 credits
Webinar Schedule This is a selection of webinar offerings with our partners. To see the entire listing of available courses, please visit cocpa.org/online. Accounting and Auditing 5/9
Walter Haig’s AICPA Auditing Standards Update (8 hours)
7/1
The Impact of ESG Matters on Financial Reporting and Audits (2 hours)
Communications and Marketing 5/12
New Manager Series: Making the Shift from Individual Contributor to Supervisor (2 hours)
5/19
New Manager Series: Balancing Leadership and Likeability (2 hours)
Computer Software and Application 5/2
Power BI – Advanced Data Analytics with Power Pivot (8 hours)
5/2
CPA Super Search: A New Research Checklist System for Google (2 hours)
Finance 6/3
Debt or Equity: Which Will Your Organization Need Next? (2 hours)
6/15
CFO Series: Preparing for Growth (8 hours)
Information Technology 5/18
Emerging Technologies for Accountants, Including Blockchain and Cryptocurrencies (4 hours)
7/1
Robotic Process Automation (RPA) for Accountants (2 hours)
Personal Financial Planning 5/17
Personal Financial Planning Update: Income Tax, Retirement, and Estate Update (2 hours)
6/8
Investments Planning in this Unprecedented Time: Is it Time to Abandon Traditional Policies and go in a Different Direction? (2 hours)
Specialized Knowledge 5/9
Key Considerations For Setting Up A Crypto Payment System (1 hour)
7/19
Environmental, Social, and Governance Considerations for Nonprofit Organizations (2 hours)
Tax 5/9
Tax Implications of Cryptocurrency (2 hours)
7/7
Employee Retention Credit (1 hour)
May/June/July 2022
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Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111
FIRST ANNUAL CPE MOUNTAIN RETREAT Explore the Rocky Mountains with your family as you earn CPE. July 20-22, 2022
The Ridgeline Hotel Estes Park
Estes Park, Co
The CPE Mountain Retreat offers up to 20 CPE credits, and you can design your own experience.
Day 1: 2-hour sessions Day 2 & 3: 4-hour sessions All attendees, speakers and sponsors are invited to the dinner reception on Day 1.
There are multiple course options In each of these areas: Tax
Industry
Accounting & Auditing
See complete list of sessions and specific topics at
cocpa.org/mountain-retreat