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COCPA COLORADO SOCIETY OF CPAS
August/September 2019
PAGE THREE
Emerging Leaders SymposiumAUGUST 16
PAGE FOUR
Women’s SummitAUGUST 23
PAGE SIX
Technology ConferenceAUGUST 21-22
Get a
JUMP STARTon your CPE this summer!
CPE CATALOG
BRUCE M. NELSON, CPA
Register at COCPA.org/NelsonSalesTax
SALES TAX UPDATE COURSES WITH
Legislative Update (CPE: 1.0)
Webinar - On-DemandThis year’s Colorado legislative session saw the most dramatic change in Colorado sales tax in the past decade. HB 19-1240 dramatically changes how sales are sourced and will affect every retailer and consumer in the state. Whether you are in public practice or in industry, learning the new sourcing rules and the other legislative changes is a must.
Sales Tax – Current Developments, Problem Areas, and Opportunities (CPE: 4.0)
This seminar will discuss the current status of sales and use tax compliance in Colorado, including the latest in national and local developments on nexus. It will bring you up to date on the most important developments impacting Colorado retailers, manufacturers, taxpayers, and tax practitioners on multiple topics.
Colorado Income Tax – Current Developments, Problem Areas, and Opportunities (CPE: 4.0)
Earlier this year, the Colorado Department of Revenue released 55 pages of new regulations regarding sales apportionment for the state’s income tax sales factor. The new regulations will impact every business that apportions its income among more than one state. This seminar will introduce you to the mechanics and application of these apportionment rules.
DATES/LOCATIONS
Glenwood Springs November 5
Denver December 10
Also available On-Demand!
Table of Contents2 2019 Marijuana Business Symposium
3 2019 Emerging Leaders Symposium
4 2019 Women’s Summit
5 2019 Personal Financial Planning Conference
6 2019 Technology Conference
8 Conference Schedule
9 Yellow Book Schedule
10 Ethics
12 Webinars
14 Live In-Classroom and Webcast Courses
16 Course Schedule by Date and Field of Study
QuickSearchA Guide to CPE from COCPA.
CPE Director Rebecca Campbell, [email protected]
Colorado Society of CPAs7887 E. Belleview Ave., Suite 200 Englewood, CO 80111303-773-2877 800-523-9082Fax: 303-773-6344
www.cocpa.org
CPE Operations and On-Site ProgramsTiffany Carson, [email protected]
CPE Meetings and Marketing CoordinatorAshlee Whelan, [email protected]
JUST ADDED!
8:30 am - 12:00 pm 2019 Mid Year Tax Update – Tax Law Kept Changing During Tax Season. What Did You Miss?
12:30 am - 12:00 pm 2019 Tax Season Chaos – Disclosure? Don’t File an Uncertain Tax Return Without It And Other Late Breaking IRS Practice Developments
8:30 am - 4:30 pm
§199A Pass-Through Deduction – Final Regs Finally Drop Choices, Choices – Which to Choose?
JULY
29
JULY
30
Wrap up your July with these top-rated tax courses.Bradley Burnett, Attorney at Law, Bradley Burnett Tax Seminars
JULY
29
2 COCPA QuickSearch
August 15, 2019 | COCPA Education Center and WebcastLearn more and register at COCPA.org/MBS
8:30 – 8:55 amCannabis Industry Update Jim Marty, CPA, Bridge West LLCRon Seigneur CPA/ABV ASA, CVA, Seigneur Gustafson LLP
8:55 – 9:45 am National Cannabis Overview – Our Observations of the Rapidly Changing and Growing IndustryCalvin Shannon, Bridge West LLC
9:45 – 10:35 am Cannabis Capital ChallengesRon Seigneur CPA/ABV ASA, CVA, Seigneur Gustafson LLPSean McAllister, Esq., McAllister Garfield, PC
10:35 – 10:50 am Break
10:50 – 11:40 am What’s New with the MED?Jim Burack, Colorado Department of Revenue Marijuana Enforcement Division
11:40 am – 12:40 pm Lunch
12:40 – 1:30 pm Being the Trusted Advisor to Marijuana ClientsBernie Taillon, CPA, Triad Tax
1:30 – 2:20 pm Perspectives on Managing Risk in the Hemp IndustryDavid Bush, Hoban Law Group
2:20 – 2:30 pm Break
2:30 – 3:45 pm Industry PanelModerator: Mike Raisch, LivWellAlbert Gutierrez, Med PharmSally Vander Veer, Medicine Man DenverRich Kwesell, Strawberry Fields
3:45 – 4:35 pm Governmental Update
GUIDING THE BUSINESSES OF A GROWING INDUSTRY
GUIDING THE BUSINESSES OF A GROWING INDUSTRY
Check out The Cannabis Industry: Accounting and Appraisal Guide cocpa.org/Cannabis-Book
3August/September
August 16, 2019 | Denver ZooLearn more and register at COCPA.org/Emerging
7:30 – 8:25 am Registration
8:25 – 8:50 am IcebreakerAlexandria Romero, CPA, McPherson, Goodrich, Paolucci & Mihelich PC
8:50 – 9:40 am Connecting with your Money-Part 2Craig Arfsten, CFP®, CPA, Prosperion Financial Advisors
9:40 – 9:55 am Break
9:55 – 11:35 am The Power of Personal VisionDonna Salter, Catalyst Leadership LLC
11:35 am – 12:35 pm Lunch
12:35 – 1:50 pm Achieving Your Highest PriorityDonna Salter, Catalyst Leadership LLC
1:50 – 2:00 pm Break
2:00 – 3:15 pm Solution CirclesDonna Salter, Catalyst Leadership LLC
3:15 – 3:40 pm Team Building Exercise COCPA Team
3:40 – 4:30 pm Board Service 101 Brooks Bryant & Kristy Judd, Spark the Change
4:30 pm Reception
Blockchain ad
THE NEXT STEP ON YOUR PATH TO SUCCESS.
4 COCPA QuickSearch
August 23, 2019 | History Colorado CenterLearn more and register at COCPA.org/WomensSummit
8:25 – 8:30 amWelcomeEmcee: Sheila Balzer, Holben Hay Lake Balzer CPAs LLC – Division of SingerLewak
8:30 – 9:20 am Her Story Jill Tietjen, P.E, Technically Speaking, Inc.
9:20 – 10:10 am Be Your Own AnchorAmanda “Jo” Erven, Audit. Consulting. Education. LLC
10:10 – 10:20 am Break
10:20 – 11:10 am Session to be Announced
11:10 am – 12:00 pm Session to be Announced
12:00 – 1:30 pm Women to Watch Awards Lunch
1:30 – 2:45 pm My Everyday Life PanelTawnya Ramirez, Freelancer, Aurora, Colorado, and Houston, TexasKeely Gohl, Favor Financial LLCWendy Merrill, KPMG LLP
2:45 – 2:55 pm Break
2:55 – 4:10 pm Women on Boards - Now is the Time PanelModerator: Michele Ashby, ACE Board Training for WomenJill Tietjen, P.E, Technically Speaking, Inc.Cindy Grove, Mountain View Bank of Commerce
4:10 – 5:00 pm The 7 Habits of Highly Stressful PeopleStacy Petersen, Stacy P. Dying to Laugh
By Women, For WomenWOMEN’S SUMMITSTRATEGIES FOR THE SUCCESSFUL WOMAN PROFESSIONAL
5August/September
August 28, 2019 | COCPA Education Center and WebcastLearn more and register at COCPA.org/PFPConference
8:30 – 9:20 am Selecting a Trustee?Harley & Krista Look, Katz Look & Onorato, PC
9:20 – 10:10 am Estate Planning for Income Taxes: Maximizing Step-Up in Basis for CouplesJeff Lavine, CPA/PFS, CFP®, CWS®, MSA, KITCES.com
10:10 – 10:25 am Break
10:25 – 11:15 am Real Life Healthcare QuestionsWilliam Lindsay, CLU, CEBS, RPA, Consultant – Healthcare Policy, Insurance & Finance
11:15 am – 12:05 pm Tax Planning for Tax Season Year-RoundScott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle & Associates LLC
12:05 – 1:00 pm Lunch
1:00 – 2:15 pm 10 Critical IRA Errors Advisors Must AvoidJeff Lavine, CPA/PFS, CFP®, CWS®, MSA, KITCES.com
2:15 – 2:25 pm Break
2:25 – 3:15 pm Reacquainting Clients with Volatility Mark J. Smith, CFP®, CPA/PFS, CIMA®, M.J. Smith & Associates
3:15 – 4:30 pm Debrief PanelScott Sprinkle, CPA/PFS, CGMA, CFP, Sprinkle & Associates LLCMark J. Smith, CFP®, CPA/PFS, CIMA®, M.J. Smith & AssociatesDavid L. Stevens CFP®, CPA/PFS®, Irongate Financial Services Inc
Add VALUE. Add TRUST. Add GROWTH.
Financial Planningc o n f e r e n c e
Personal
6 COCPA QuickSearch
August 21-22, 2019 | COCPA Education CenterLearn more and register at COCPA.org/TechConf
Tech Update
CPA Firm Technologies
Everything Google
Blockchain and EmergingTechnologies
PDF Tools for Productivity
Personal Privacy
Bring Your Team Together
The Best of the Best - OfficeProductivity Boosters
Going Virtual
Excel Power Query
Personal Technologies
Power BI - Advanced Reporting
Mid-Market Accounting, ERP, andBusiness Intelligence
Sales Tax Compliance in a Post-Wayfair World
Excel’s Best New Features
DAY 1 HIGHLIGHTS DAY 2 HIGHLIGHTS
This Conference is filled with 16 hours of fast-paced presentations designed to maximize your time and enhance your learning. Nationally recognized speakers have extensive expertise in numerous software applications. They will share their knowledge with you in order to help you do your job with efficiency and ease. Participants will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of changes in computer technology. This conference is designed for CPAs in public practice or industry who want to take better advantage of technology to improve efficiency and effectiveness.
Two attendees will be winners of $100 Amazon Gift Cards. Drawing to be held at the end of the conference.
LIVE at COCPA
COCPA Certificate Programs
Tax and Audit Schools
August 5 -9 Firm Leaders
AICPA Tax Boot Camp
These programs provide comprehensive coverage of the duties staff typically perform at each step in their careers. It includes both the core concepts as well as the hands-on application for each topic.
September 30 - October 2 New Staff
October 7 - 8 Experienced Staff/ New In-Charge
October 14 - 15 Experienced In-Charge/Senior
AICPA Audit Boot Camp
These live courses are brought to the COCPA by the AICPA. Final registrations and purchasing will be done through the AICPA website.
Benefits of A Badge
Learn more at cocpa.org/certificate-programs
Demonstrate your commitment to your career as an accounting professional.
Show that you are keeping updated on the latest rules, regulations, and updates.
Demonstratecompetenceinyourselectedfieldaboveandbeyondthebaselevelrequirementsneededinthefield.
Gainrecognitionforasignificantprofessionalachievementand allows you to easily share your completion of the program with fellow colleagues and clients.
8 COCPA QuickSearch
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 2019 conferences are also available via live webcast.
If you are interested in serving on a conference planning committee, please contact Tiffany Carson, [email protected].
8/15 Marijuana Business Symposium
8/16 Emerging Leaders Symposium
8/21-22 Technology Conference
8/23 Women's Summit: Strategies for the Successful Woman Professional
8/28 Personal Financial Planning Conference
10/24 CPAs in Industry Conference
10/31 Governmental Conference
11/11-12 AICPA Oil & Gas Conference*
11/14 Accounting and Auditing Conference
12/18 SEC and PCAOB Conference
12/19 Mix and Match Conference
1/15 Don Farmer: Federal Tax Update
Conference Schedule
*This conference is produced by the AICPA and does not qualify for the Season Pass program.
Save
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Oct 24, 2019 | CPE: 8.0Denver + Webcast
Oct 31, 2019 | CPE: 8.0COCPA + Webcast
9August/September
8/29 Not-for-Profit Financial Reporting: Mastering the Unique Requirements
COCPA or Webcast
9/23 Real-World Frauds Found in Governments (8:30 am - 12:00 pm)
COCPA or Webcast
9/23 Real-World Frauds Found in Not-for-Profits (12:30 - 4:00 pm)
COCPA or Webcast
9/24 Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs COCPA
10/21 Accounting and Reporting for Not-for-Profit Organizations COCPA
11/13 The New Yellow Book: Government Auditing Standards, 2018 Revision COCPA
12/4 Governmental Accounting and Auditing Update COCPA or Webcast
12/6 Annual Update for Governments and Not-for-Profits (8:30 am - 12:00 pm) Pueblo
12/6 Real-World Frauds Found in Governments (12:30 - 4:00 pm) Pueblo
Yellow Book Schedule
TAX YEAR IN REVIEW AND 2019 PLANNING
Toby Clary’s Tax Year in Review and 2019 Planning course will cover final regulations and changes to the Tax Cuts and Jobs Act, a Colorado tax update and additional tax cases you’ll need to know for the 2019 tax season.
TOPICS
Colorado Tax Update
Final Regulations issued on the Tax Cuts and Jobs Act
New Proposed Regulations
Colorado Destination Sourcing for Sales Tax
Planning Points
REGISTER ONLINE AT COCPA.ORG
FIND A COURSE NEAR YOU!Oct 29 STERLING
Nov 8 BOULDER
Nov 14 PUEBLO
Nov 15 COLORADO SPRINGS
Nov 19 DURANGO
Dec 2 GRAND JUNCTION
Dec 3 GLENWOOD SPRINGS
Dec 6 FT. COLLINS
Dec 10 LONGMONT
Dec 13 STEAMBOAT SPRINGS
Dec 18 WESTMINSTER
Dec 20 COCPA
with Toby Clary
Ethics Schedule
10 COCPA QuickSearch
Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment10/29 Glenwood Springs 10:00 - 11:40 am10/29 Grand Junction 4:00 - 5:40 pm10/30 Montrose 10:30 am - 12:10 pm11/18 Durango 2:30 - 4:10 pm11/20 Webcast 10:30 am - 12:10 pm12/13 Webcast 10:30 am - 12:10 pm
Ethics and the AICPA’s Principles, Rules, and Responsibilities8/14 Westminster 10:30 am - 12:10 pm10/18 Colorado Springs 10:30 am - 12:10 pm12/2 Webcast 10:30 am - 12:10 pm
Ethics, Blind Spots, and YOU – NEW10/28 Sterling 8:30 am - 12:00 pm11/22 Webcast 8:30 - 10:10 am
Ethics, Culture, and Internal Auditing at your Organization – NEW
10/22 Webcast 8:30 - 10:10 am
Strategies for Resolving Ethical Dilemmas – NEW
12/16 Webcast 8:30 am - 12:00 pm
The A.R.T. of Work: Accountability, Respect, and Trust 10/29 Glenwood Springs 8:00 - 9:40 am10/29 Grand Junction 2:00 - 3:40 pm10/30 Montrose 8:30 - 10:10 am11/18 Durango 12:30 - 2:10 pm11/20 Webcast 8:30 - 10:10 am12/13 Webcast 8:30 - 10:10 am
Colorado Board of Accountancy Statutes, Rules, and Regulations – UPDATED RULES!
8/7 Webcast 8:30 - 10:10 am8/14 Westminster 8:30 - 10:10 am
10/18 Colorado Springs 8:30 - 10:10 am12/2 Webcast 8:30 - 10:10 am
In addition to our new local instructors, the COCPA offers more than 60+ instructors and over 600+ learning programs in all formats (including on-site training, live events and seminars, keynotes, and online formats like webcasts, webinars, and on-demand learning) and field of studies. Each program can be tailored to the needs of your organization and brought to YOU in YOUR office.
It’s time to schedule an on-site presentation for your firm! December 31, 2019 is the deadline to fulfill the Colorado State Board of Accountancy’s requirement for CPE. We can help your CPAs fulfill their requirement by providing an in-house presentation on the field of study of your choice.
Choose from our many LOCAL instructors!
View full course list and custom options at
COCPA.org/onsite-learning
Bring customized learning & training directly to your office
Amanda “Jo” Erven Ethics
Bruce Nelson Tax
Paul HarrisonEthics
Kris Brands Ethics
Tyra Litzau Accounting & Auditing
Rosemary WeissEthics
Keely Gohl Auditing
Ed Frado
Employee Benefit Audits
Robbie Glantz Ethics
Anna Conrad Leadership
12 COCPA QuickSearch
Webinar Schedule
Accounting and Auditing 8/9 Construction Contractors: Accounting, Auditing, and Tax (8 hrs)
8/20 U.S. GAAP: Review for Business & Industry (8 hrs)
8/23 Making Internal Audit an Asset for the CFO (2 hrs)
8/28 A/R and A/P: Effective Management Techniques (2 hrs)
8/30 Commodity and Interest Rate Risks: Manage the Unmanageable (2 hrs)
9/3 Analyzing a Company’s Financial Statement (4 hrs)
9/9 Financial Accounting for Related Party Transactions (2 hrs)
9/10 Is Your Business Transferrable? (1.5 hrs)
9/30 Boost Your Bottom Line: Reduce Internal Fraud, Theft & Abuse (2 hrs)
Accounting and Auditing (Government)
8/9 Government Fraud & Abuse: How Reporters Find It Before Auditors (2 hrs)
8/21 Single Audit Primer and Update (Yellow Book) (2 hrs)
9/4 Yellow Book Standards for CPAs in Public Practice (2 hrs)
9/9 Audit Methodologies and Documentation (2 hrs)
Business Law
8/12 Employment Law Update: Examining Critical Issues with FMLA, HIPPA, COBRA, ADA and More (4 hrs)
8/23 Employment Law Update: Reducing Employer Liability (4 hrs)
9/13 Foreign Corrupt Practices Act: Practical Compliance (2 hrs)
Business Management and Organization8/8 4 Critical Factors to Create Sustainable Growth (2 hrs)
8/14 Leadership Skills for Peak Performance in 21st Century (2 hrs)
9/11 Data Analytics Executive Program (5 hrs)
9/26 3 Market Analysis Priorities to Drive Profitability (2 hrs)
9/27 The Changing Role of the Controller: Advancing from Tactical to Strategic (4 hrs)
9/30 Confessions of a Mompreneur: Leadership Lessons Learned (1 hr)
This is a selection of webinar offerings. To see the entire listing of available courses, please visit www.cocpa.org/online.
13August/September
Computer Software and Application8/6 10 Steps to a Digital Office in the Cloud (2 hrs)
8/15 Time to Get Serious About Information Security (2 hrs)
8/21 Excel – Two Must Know Features: Defined Names & Tables (2 hrs)
9/5 Adobe Acrobat Must Know Features for Beginners (4 hrs)
9/18 MS PowerPoint – Create Presentations that Engage Your Audience (2 hrs)
9/26 Simplifying Security of Online Passwords (1 hr)
Finance8/9 Controller’s Update: Today’s Latest Trends (4 hrs)
9/10 Bitcoin – What You Should Know About This Digital Currency (2 hrs)
9/30 Financial Forecasting: Planning for Success (4 hrs)
Specialized Knowledge
8/1 Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization (4 hrs)
8/5 How to Build a Virtual Accounting Services Practice (3 hrs)
8/8 Robotic Process Automation Strategy for Business Leaders (5.5 hrs)
9/11 The Cannabis Industry: Business & Intellectual Appraisal (2 hrs)
9/16 Blockchain Technology – What Every CPA Should Know (2 hrs)
Taxes8/2 Individual Tax Fundamentals (8 hrs)
8/13 Tax Research I (4 hrs)
8/15 Social Security and Medicare: Maximizing Retirement Benefits (4 hrs)
8/27 Understanding the New Partnership Audit Rules (2 hrs)
9/5 Health Care Reform Act: Critical Tax and Insurance Ramifications (3 hrs)
9/17 Year-End Tax Planning: Thinking Outside the Box (2 hrs)
9/19 Blockchain Implications for Tax (8.5 hrs)
9/23 Capitalization and Tax Depreciation: Review and Update (2 hrs)
14 COCPA QuickSearch
Live In-Classroom & WebcastThe following courses are offered live in-person, as well as live via webcast. For more webcast classes, visit www.cocpa.org.
8/2 Farm and Ranch Taxation
8/15 Marijuana Business Symposium
8/28 Personal Financial Planning Conference
8/29 Not-for-Profit Financial Reporting: Mastering the Unique Requirements
9/23 Real-World Frauds Found in Governments
9/23 Real-World Frauds Found in Not-for-Profits
10/24 CPAs In Industry Conference
10/28 Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities
10/28 Section 199A: Applications and Challenges in 2019
10/31 Governmental Conference
11/5 Securing a Comfortable Retirement in the Age of Spending
11/12 Enterprise Risk Management: New Approaches for Today’s Complexities
11/14 Accounting and Auditing Conference
11/18 Individual Income Taxation: Practical Tax Return Guidance for Your Upcoming Tax Season
12/4 Governmental Accounting and Auditing Update
12/10 Hot Tax Planning Developments Under the Current Tax Law
12/10 Sales Tax – Current Developments, Problem Areas, and Opportunities
12/11 Annual Update for Controllers
12/18 SEC and PCAOB Conference
12/19 Mix and Match Conference
12/20 Tax Year In Review and 2019 Planning
1/15/20 Don Farmer: Federal Tax Update
15August/September
Individual Income Tax Workshop (Webcast)
NOVEMBER 7 6:00 AM - 2:00 PM8 hrs of CPE Instructor: Walter Nunnallee
This course will focus on Tax Developments that affect 2019 Individual Income Tax Return preparation and planning.
Corporate Income Tax Workshop (Webcast)
NOVEMBER 8 6:00 AM - 2:00 PM8 hrs of CPE Instructor: Walter Nunnallee
This course will review developments that affect 2019 Income Tax Return preparation and 2019 Income Tax planning for businesses.
Federal Tax Update (Denver and Webcast)
JANUARY 15 8:30 AM - 4:30 PM 8 hours of CPE Instructor: Don Farmer
In this course, we review current year developments and planning ideas affecting individual, corporate and business income taxation.
THE MOST FUN YOU CAN HAVE AT A TAX SEMINAR
August 12 - 13 AICPA SOC School
August 19 AICPA Cyber Fundamentals
September 9 - 11 AICPA COSO School
September 16 -17 AICPA Data Analysis Fundamentals
October 23 - 24 AICPA Application of Data Analysis
COCPA-hosted AICPA Courses Coming Soon!
*Final registrations and purchasing will be done through the AICPA website.
+
16 COCPA QuickSearch
Course Schedule by Date and Field of Study
KEY:
A: AICPA members who register for these courses will receive an additional $30 per day discount. +: New Course in 2019
: Live-Streaming Webcast Y: Meets Yellow Book Requirement
To register for courses, and full course registration policies, please visit www.cocpa.org.
Unless otherwise noted, all class times are 8:30 am – 4:30 pm.
Key Date Course Title CPE Member Fee
Non-member
FeeLocation
ACCOUNTING & AUDITING8/12-13/19 AICPA SOC School 16 1805 2205 COCPA
A Y
8/29/19 Not-for-Profit Financial Reporting: Mastering the Unique Requirements
8 370 529 COCPA
9/9-11/19 AICPA COSO School 25.5 1799 2199 COCPA
Y 9/23/19 Real-World Frauds Found in Not-for-Profits (12:30 - 4:00 pm)
4 185 264 COCPA
A 9/25/19 Annual Update for Accountants and Auditors
8 370 529 COCPA
+ 9/26/19 Audit Workpapers: Documenting Field Work (8:30 am - 12:00 pm)
4 185 264 COCPA
9/26/19 Fraud and Cash Receipts: Common Frauds and Internal Controls (12:30 - 4:00 pm)
4 185 264 COCPA
9/30-10/2/19 AICPA Audit Training - New Staff 16 1095 1495 COCPA
10/7-8/19 AICPA Audit Training - Experienced Staff/New In-Charge
16 1395 1795 COCPA
10/14-15/19 AICPA Audit Training - Experienced In-Charge/Senior
16 1395 1795 COCPA
10/28/19 Annual Update for Accountants and Auditors
8 370 529 Glenwood Springs
+ 10/31/19 Revenue Recognition, Leases, and Financial Instruments: The FASB’s “Big Three” New Standards
8 395 565 COCPA
+ 11/1/19 Financial Statement Disclosures: A Guide for Small- and Medium-Sized Businesses (8:30 am - 12:00 pm)
4 195 280 COCPA
+ 11/1/19 Accounting for Financial Statement Uncertainty: Estimates, Contingencies, and Going Concern (12:30 - 4:00 pm)
4 195 280 COCPA
17August/September
11/7/19 Small Business Internal Controls, Security, & Fraud Prevention & Detection
8 375 535 COCPA
A 11/11/19 Preventing, Detecting, and Investigating Identity Theft
8 370 529 COCPA
A 11/21/19 Auditing Employee Benefit Plans 8 370 529 COCPA
12/16-17/19 SEC Reporting 16 695 994 COCPA
12/20/19 Excel Financial Reporting and Analysis 8 375 535 COCPA
ACCOUNTING & AUDITING – GOVERNMENTY 9/23/19 Real-World Frauds Found in Governments
(8:30 am - 12:00 pm)4 185 264 COCPA
A Y 9/24/19 Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs
8 370 529 COCPA
A Y 10/21/19 Accounting and Reporting for Not-for-Profit Organizations
8 370 529 COCPA
A Y +
11/13/19 The New Yellow Book: Government Auditing Standards, 2018 Revision
8 370 529 COCPA
A Y 12/4/19 Governmental Accounting and Auditing Update
8 370 529 COCPA
Y 12/6/19 Annual Update for Governments and Not-for-Profits (8:30 am - 12:00 pm)
4 225 321 Pueblo
Y + 12/6/19 Real-World Frauds Found in Governments (12:30 - 4:00 pm)
4 225 321 Pueblo
COMPUTER SOFTWARE & APPLICATIONS/ INFORMATION TECHNOLOGY+ 8/19/19 AICPA Cyber Fundamentals 16.5 745 1145 COCPA
8/21/19 2019 Technology Conference - Day 1 8 375 535 COCPA
8/22/19 2019 Technology Conference - Day 2 8 375 535 COCPA
11/6/19 Budgeting and Forecasting Tools and Techniques
8 375 535 COCPA
CONFERENCES 8/15/19 Marijuana Business Symposium 8 370 529 COCPA
8/16/19 Emerging Leaders Symposium 8 399 570 Denver
8/23/19 Women’s Summit: Strategies for the Successful Woman Professional
8 385 550 Denver
8/28/19 Personal Financial Planning Conference 8 375 535 COCPA
10/24/19 CPAs in Industry Conference 8 375 535 Denver
10/31/19 Governmental Conference 8 375 535 COCPA
Key Date Course Title CPE Member Fee
Non-member
FeeLocation
: Live-Streaming Webcast Y: Meets Yellow Book Requirement
18 COCPA QuickSearch
11/11-12/19 AICPA Oil and Gas Conference - 1075 1475 Denver
11/14/19 Accounting and Auditing Conference 8 375 535 COCPA
12/18/19 SEC and PCAOB Conference 8 375 535 Denver
12/19/19 Mix and Match Conference 8 375 535 Denver
FINANCEA 12/11/19 Annual Update for Controllers 8 370 529 COCPA
A 12/12/19 Advanced Controller and CFO Skills 8 370 529 COCPA
MANAGEMENT SERVICESA +
11/12/19 Enterprise Risk Management: New
Approaches for Today’s Complexities8 370 529 COCPA
11/15/19 Operational Transformation to Achieving Breakthrough Improvements in Financial and Operational Performance
8 370 529 COCPA
PERSONNEL/HR The courses below are a series, see back page.
+ 8/26/19 Insights into Team and Leadership Effectiveness (8:30 am - 12:00 pm)
4 185 264 COCPA
+ 9/19/19 Resiliency and Courageous Conversations (8:30 am - 12:00 pm)
4 185 264 COCPA
+ 10/18/19 Leading Change (8:30 am - 12:00 pm) 4 185 264 COCPA
+ 11/13/19 Leadership Essentials: Delegation and One on One (8:30 - 9:30 am)
1 55 79 Webcast
+ 12/13/19 Inspiring and Motivating Others (8:30 am - 12:00 pm)
4 185 264 COCPA
SPECIALIZED KNOWLEDGE9/16-17/19 AICPA Data Analysis Fundamentals
Certificate12 695 1095 COCPA
STATISTICS10/23-24/19 AICPA Application of Data Analysis
Essentials Certificate16 1395 1795 COCPA
TAXES 8/2/19 Farm and Ranch Taxation 8 395 564 COCPA
8/5-9/19 AICPA Tax Training School - Firm Leaders 40 1755 2155 COCPA
+ 10/28/19 Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (8:30 am - 12:00 pm)
4 195 280 COCPA
Key Date Course Title CPE Member Fee
Non-member
FeeLocation
19August/September
+ 10/28/19 Section 199A: Applications and Challenges in 2019 (12:30 - 4:00 pm)
4 195 280 COCPA
+ 10/29/19 Buying and Selling a Business: Critical Tax and Structuring Issues
8 395 565 COCPA
10/29/19 Tax Year In Review and 2019 Planning 8 385 550 Sterling
10/30/19 Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4 225 321 Westminster
10/30/19 Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4 225 321 Westminster
+ 10/30/19 Real Estate Tax Boot Camp 8 395 565 COCPA
11/1/19 The Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas
8 425 607 Longmont
11/4/19 Social Security and Medicare Planning 8 395 565 COCPA
+ 11/5/19 Securing a Comfortable Retirement in the Age of Spending
8 395 565 COCPA
+ 11/5/19 Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)
4 225 321 Glenwood Springs
+ 11/5/19 Colorado Income Tax – Current Developments, Problem Areas, and Opportunities (12:30 - 4:00 pm)
4 225 321 Glenwood Springs
11/6/19 Estate and Life Planning Issues for the Middle-Income Client
8 425 607 Colorado Springs
11/6/19 The Best S Corporation, Limited Liability, and Partnership Update
8 425 607 Grand Junction
11/7/19 Don Farmer’s 2019 Individual Income Tax Workshop
8 290 390 Webcast
11/8/19 Don Farmer’s 2019 Corporate Income Tax Workshop
8 290 390 Webcast
11/8/19 The Best S Corporation, Limited Liability, and Partnership Update
8 385 550 COCPA
11/8/19 Tax Year In Review and 2019 Planning 8 395 565 Boulder
11/11/19 Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4 200 285 Ft. Collins
11/11/19 Reviewing S Corporation Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4 200 285 Ft. Collins
11/14/19 Tax Year In Review and 2019 Planning 8 395 565 Pueblo
11/15/19 Tax Year In Review and 2019 Planning 8 395 565 Colorado Springs
Key Date Course Title CPE Member Fee
Non-member
FeeLocation
20 COCPA QuickSearch
A + 11/18/19 Individual Income Taxation: Practical Tax Return Guidance for Your Upcoming Tax Season
8 370 529 COCPA
A 11/19/19 Annual Tax Update: Corporations and Pass-Through Entities
8 370 529 COCPA
11/19/19 Tax Year In Review and 2019 Planning 8 410 585 Durango
11/20/19 The Best S Corporation, Limited Liability, and Partnership Update
8 425 607 Westminster
11/22/19 The Best S Corporation, Limited Liability, and Partnership Update
8 425 607 Longmont
12/2/19 Tax Year In Review and 2019 Planning 8 395 565 Grand Junction
12/3/19 Tax Year In Review and 2019 Planning 8 410 585 Glenwood Springs
12/4/19 Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4 225 321 Boulder
12/4/19 Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4 225 321 Boulder
12/6/19 The Best S Corporation, Limited Liability, and Partnership Update
8 425 607 Durango
12/6/19 Tax Year In Review and 2019 Planning 8 395 565 Ft. Collins
12/9/19 Reviewing Individual Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)
4 185 264 COCPA
12/9/19 Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm)
4 185 264 COCPA
12/10/19 Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm)
4 200 285 COCPA
+ 12/10/19 Sales Tax – Current Developments, Problem Areas, and Opportunities (12:30 - 4:00 pm)
4 200 285 COCPA
12/10/19 Tax Year In Review and 2019 Planning 8 395 565 Longmont
12/11/19 The Best S Corporation, Limited Liability, and Partnership Update
8 425 607 Pueblo
12/12/19 The Best S Corporation, Limited Liability, and Partnership Update
8 425 607 Colorado Springs
12/13/18 Tax Year In Review and 2019 Planning 8 410 585 Steamboat Springs
12/18/19 Tax Year In Review and 2019 Planning 8 395 565 Westminster
12/20/19 Tax Year In Review and 2019 Planning 8 370 529 COCPA
1/15/20 Don Farmer: Federal Tax Update 8 425 607 Denver
Key Date Course Title CPE Member Fee
Non-member
FeeLocation
21August/September
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TO PURCHASE YOUR CPE SEASON PASS, VISIT cocpa.org/seasonpass. For a company subscription, call the COCPA Member Services team at 303-773-2877 or 800-523-9082.
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Enhance your leadership skills with this 17-hour CPE series!Attendees must register for all courses in the series.
T H E C O C PA
LEADERSHIP SKILLS S E R I E S
with Anna Conrad, JD
Register today at cocpa.org/LeadershipSkills