QuickSearch May/June/July 2020 · Current Trends for Colorado’s Nonprofit Sector Renny Fagan, Colorado Nonprofit Association 9:20 – 10:10 am Straight from the Source – GAAP

QuickSearchMay/June/July 2020

CPE CATALOG

ONLINE CPE

PAGE 2

2020 Not-For-Profit ConferenceMAY 19 • IN-PERSON & ONLINE

BACK COVER

2020 Technology Trends: Essential UpdateJULY 29 • ONLINE

INSIDE COVER

On-Demand Courses

at your fingertips

COCPA COLORADO SOCIETY OF CPAS

PLUS TAX SEMINARS with Brad BurnettD E TA I L S I N S I D E

2019 Colorado State Board of Accountancy Statutes, Rules, and Regulations (CR&R) • CPE: 2.0

Ethics: Making Ethics Count • CPE: 2.0

Ethics: The AICPA’s Principles, Rules & Responsibilities • CPE: 2.0

How Much Are Your Ethics Worth? • CPE: 2.0

Being the Trusted Advisor to Marijuana Clients • CPE: 1.0

Emerging Issues in the Cannabis and Hemp/CBD Industries • CPE: 0.5

National Cannabis Overview - Our Observations of the Rapidly Changing and Growing Industry • CPE: 1.0

Legislative Update: Colorado Sales and Use Tax • CPE: 1.0

Sales Tax – Current Developments, Problem Areas, and Opportunities • CPE: 4.0

Retirement Planning - Solutions to the Three Primary Investment Risks • CPE: 2.0

COCPA’s on-demand CPE offerings are designed to bring you the CPE training you need on the schedule that works best for you. Our on-demand courses are available anywhere, any time, and cover the relevant topics that matter to you.

ON-DEMAND COURSES

Learn more at COCPA.org/On-Demand-COCPA

Learn more at COCPA.org/On-Demand

Additional Hits!

Advanced Controller and CFO Skills • 8.5 CPE

Blockchain Fundamentals for Accounting and Finance Professionals Certificate • 16 CPE

Data Analysis with PowerPivot • 0.5 CPE

Introduction to Business Acquisitions • 11 CPE

Revenue Recognition: Mastering the New FASB Requirements • 6 CPE

Table of Contents2 Not-For-Profit Conference

3 Sales Tax – Current Developments, Problem Areas, and Opportunities

4 2020 Conference Schedule

5 Tax Seminars with Brad Burnett

6 Yellow Book Schedule

7 Ethics

9 Online Schedule

13 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]

CPE SEASON PASS PACKAGES INCLUDE:

Group Study Programs - Live, in-person Denver and Chapter Seminars; conferences;

webcasts; and webinars. You may attend the January Don Farmer seminar for an additional $49. The CPE

Season Pass is valid for programs scheduled for one year from date of purchase.

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.

One fee. Hours of CPE.

SAVE $50 OR MORE PER 8-HOUR COURSE!

NOTE: The AICPA hosted courses at the COCPA are not included.

120 hrs 80 hrs 40 hrs 24 hrs$4,800 $3,200 $1,600 $960

2 COCPA QuickSearch

May 19, 2020 | Hilton Denver Inverness or WebcastLearn more and register at COCPA.org/NotForProfit

8:30 – 9:20 am Current Trends for Colorado’s Nonprofit SectorRenny Fagan, Colorado Nonprofit Association

9:20 – 10:10 am Straight from the Source – GAAP Update by a PCC MemberJeremy Dillard, CPA, CGMA, SingerLewak LLP

10:10 – 10:20am Break

10:20 am – 12:00 pm

Financial Storytelling - Your Story Through Financial StatementsNoah Atencio, Community First FoundationDan Derose, National Football Foundation Board MemberKsenia Popke, Eide Bailly LLPJeff Osterman, Southern Colorado Community Foundation

12:00 – 1:00 pm Lunch

1:00 – 1:50 pm Fraud in Not-for-Profits, It Never Stops - Why Not?Doug Cash, CFE, CFI, CFCI, Eide Bailly LLP

1:50 – 2:40 pm Breaking Bad…Investment Committee HabitsScott Middleton, CFA, CIMA, Innovest Portfolio Solutions LLC

2:40 – 2:50 pm Break

2:50 – 3:40 pm Single Audit UpdateTyra Litzau, CPA, ACM LLP

3:40 – 4:30 pmUsing Data Analytics in an AuditDr. Robert Minniti, DBA, CPA, CFE, CVA, CFF, MAFF, CGMA, PI, Minniti CPA LLC

Accounting and Reporting for Not-for-Profit Organizations

FEATURED PROGRAM

July 20, 20208:30 am - 4:30 pm | COCPA | 8 CPE

Instructor: Steve CorderRegister at cocpa.org/calendar

Objectives• Identify major components of accounting and reporting in

not-for-profit organizations. • Recognize appropriate accounting for recording

and recognizing contributions.• Identify concepts related to valuation of contributed services and

promises received near year-end.

Sales Tax - Current Developments, Problem Areas, And Opportunities

FEATURED PROGRAM

June 22, 20208:30 am - 12:00 pm | COCPA and Webcast | 4 CPE

Instructor: Bruce Nelson Register at cocpa.org/calendar

Objectives• To understand Colorado’s new rules for sourcing sales for sales tax.• Review current and ongoing implications of the U.S. Supreme Court

decision on Wayfair.• Learn how to apply the new sales tax regs to specific industries such

as contractors and manufacturers.• To be prepared to identify the sales tax opportunities and risks of

using market-place facilitators.

4 COCPA QuickSearch

This year’s conferences are one of the best ways to get the latest information from industry experts; gain valuable, area-specific knowledge to help you better serve your clients, customers, or shareholders; and network with your fellow CPAs. Most 2020 conferences are also available via live webcast.

If you are interested in serving on a conference planning committee, please contact Tiffany Carson, [email protected].

5/19 Not-for-Profit Conference

6/12 Webinar (CA): Employee Benefit Plans Annual Audit**

6/23 Webinar (CA): Entertainment Industry Conference**

7/13-14 Webinar (CA): Estate and Trusts Conference**

7/29 Webcast: 2020 Technology Trends: Essential Update (4 hrs)

8/13 Marijuana Business Symposium

8/26-27 Technology Conference

8/28 Women’s Summit: Strategies for the Successful Woman CPA

10/22 Governmental Conference

10/28 CPAs in Industry Conference

11/9-11 AICPA Forensic & Valuation Services Conference*

11/17-18 AICPA Oil and Gas Conference*

11/18 Accounting and Auditing Conference

12/14 SEC and PCAOB Conference

12/17 Mix and Match Conference

1/19/21 Don Farmer: Federal Tax Update

Conference Schedule

*This conference is produced by the AICPA and does not qualify for the Season Pass program.

**This conference is produced by CalCPA and may contain content specific to CA.

5May/June/July

Loss Limitation School : Basis, At-Risk, Passive Activity Loss, §163(j), Excess Losses (§461(l)) and NOLsJune 15 (Webcast) • 4 CPEDo you desire to not be tripped up and held back by the passive activity loss, at-risk, basis, new excess business loss rule and newly revamped NOL limitation rules? This course will get you through the woods as unscathed as possible. And, how does the new §163(j) limit on business interest expense play in?

2019 Forms 1065 and K-1s: IRS Throws Rocks at Hornet’s NestJune 15 (Webcast) • 4 CPEProposed 2019 Forms 1065, Schedules K-1 and related instructions are changing. The IRS is launching massive new reporting requirements re: negative tax basis capital accounts, at-risk activities, passive activities, partner level built-in gains and many more. Chaos has resulted and IRS has backed off some, but new disclosures remain.

2020 Mid Year Tax Update: Tax Law Keeps Changing During Tax Season. What Did You Miss?June 16 (Webcast) • 4 CPE While you were taking tax season head-on, guess what happened? COVID-19 hit like a freight train. IRS and Congress responded in spades with layer upon layer of substantive and procedural changes. Amended return opportunities abound. New elections on 2019 and 2020 returns are spilling out everywhere. All at the same time, over 500 court cases, 200 IRS IRB developments (including regs), 2,500 IRS rulings and other goodies came down. What did you miss?

2020 Tax Planning Update for C and S Corporations, Partnerships and LLCs June 16 (Webcast) • 4 CPEThis course explores late breaking developments for closely held entities and how to maximize tax savings.

Visit cocpa.org/Burnett to register

TAX SEMINARS

with Brad Burnett

6 COCPA QuickSearch

6/17 Webinar (AICPA): Applying the Uniform Guidance in Your Single Audits

7/16 Webinar (AICPA): Governmental Accounting and Auditing Update

7/20 Accounting and Reporting for Not-for-Profit Organizations (COCPA)

7/24 Webinar (AICPA): Applying the Uniform Guidance in Your Single Audits

8/24 Not-for-Profit Financial Reporting: Mastering the Unique Requirements (COCPA)

11/9 Real-World Frauds Found in Governments and Not-for-Profits (COCPA)

11/30 The New Yellow Book: Government Auditing Standards, 2018 Revision (Pueblo)

12/1 The New Yellow Book: Government Auditing Standards, 2018 Revision (COCPA)

12/10 Governmental and Not-for-Profit Annual Update (Colorado Springs)

12/16 Governmental and Not-for-Profit Annual Update (COCPA)

Yellow Book Schedule

REGISTER TODAY AT cocpa.org/WomenssummitAugust 28, 2020

By Women, For Women

WOMEN’S SUMMITSTRATEGIES FOR THE SUCCESSFUL WOMAN PROFESSIONAL

Ethics Schedule

7May/June/July

Becoming The Everyday Ethicist - NEW

8/25 Webcast 8:30 - 10:10 am10/27 Webcast 8:30 - 10:10 am

Colorado Board of Accountancy Statutes, Rules, and Regulations



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

11/11 Webcast 11:30 am - 1:10 pm12/9 Webcast 11:30 am - 1:10 pm

Ethical Terrain: Nurturing and Cultivating an Ethical Work Environment


The Ethics of Care in the Workplace - NEW


YES YOU CAN: Auditing Culture & Ethics at Your Organization - NEW


Guiding the businesses of a GROWING INDUSTRY

REGISTER TODAY AT cocpa.org/MBS

SAVE THE DATE

AUGUST 13, 2020

AUGUST 14 • COCPA Enhancing Team and Interpersonal Effectiveness

SEPTEMBER 23 • WEBCAST Leadership Essentials: Delegation and One-on-Ones

OCTOBER 29 • COCPA Developing a Resilient Mindset

NOVEMBER 13 • COCPA Leading Change

DECEMBER 4 • COCPA Inspiring and Motivating Others

Enhance your leadership skills with this 17-hour CPE series!Attendees must register for all courses in the series.

REGISTER AT COCPA.org/LeadershipSkills

YO U A R E A C H A N G E A G E N T

T H E 2 0 2 0 C O C PA

LEADERSHIP SKILLS S E R I E S

with Anna Conrad, JD

COCPA MEMBERS: $1,295

NON-MEMBERS: $1,854

9May/June/July

The following online courses are presented by the Colorado Society of CPAs. Some of these courses may also be available as in-person courses. For more webcast classes, visit www.cocpa.org/online.

5/19 Not-for-Profit Conference

6/15 2019 Forms 1065 and K-1s: IRS Throws Rocks at Hornet’s Nest (8:30 am - 12:00 pm) – Webcast only

6/15 Loss Limitation School (12:30 - 4:00 pm) – Webcast only

6/16 2020 Mid Year Tax Update (8:30 am - 12:00 pm) – Webcast only

6/16 2020 Tax Planning Update for C and S Corporations, Partnerships, and LLCs (12:30 - 4:00 pm) – Webcast only

6/22 Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)

7/29 2020 Technology Trends: Essential Update

8/13 Marijuana Business Symposium

8/14 IRAs, Roth IRAs, SEPs, and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count

8/18 Colorado’s Health Insurance Marketplace (8:30 - 9:20 am) – Webcast only

8/28 Women’s Summit: Strategies for the Successful Woman CPA

10/22 Governmental Conference

10/28 CPAs in Industry Conference

11/16 Annual Tax Update: Corporations and Pass-Through Entities

11/17 Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)

11/18 Accounting and Auditing Conference

12/1 The New Yellow Book: Government Auditing Standards, 2018 Revision

AUGUST 14 • COCPA Enhancing Team and Interpersonal Effectiveness

SEPTEMBER 23 • WEBCAST Leadership Essentials: Delegation and One-on-Ones

OCTOBER 29 • COCPA Developing a Resilient Mindset

NOVEMBER 13 • COCPA Leading Change

DECEMBER 4 • COCPA Inspiring and Motivating Others

Enhance your leadership skills with this 17-hour CPE series!Attendees must register for all courses in the series.

REGISTER AT COCPA.org/LeadershipSkills

YO U A R E A C H A N G E A G E N T

T H E 2 0 2 0 C O C PA

LEADERSHIP SKILLS S E R I E S

with Anna Conrad, JD

COCPA MEMBERS: $1,295

NON-MEMBERS: $1,854

Online Schedule

10 COCPA QuickSearch

Online Schedule

Accounting and Auditing

5/12 AICPA Peer Review Must-Select Industry Update: Brokers and Dealers in Securities (1 hr)

5/26 Annual Update for Accountants and Auditors (4 hrs)

5/28 Preparation, Compilation, and Review Engagements: Update and Review (4 hrs)

6/11 Not Just Your Everyday FASB Update (4 hrs)

6/15 Social Media Fraud: Detecting and Controlling the Threat (2 hrs)

6/16 The Evolving Role of Technology in Conducting Investigations and the Provision of Litigation Services (1.5 hrs)

6/19 Communicating Financial Information to Non-Accountants (2 hrs)

7/9 Sustainability Assurance Engagements (4 hrs)

7/22 Making Internal Audit an Asset for the CFO (2 hrs)

Accounting and Auditing (Government)5/4 5 Elements of a Finding (Yellow Book) (2 hrs)

6/24 Presentation Skills for Auditors (2 hrs)

7/16 Governmental Accounting and Auditing Update (4 hrs)

7/17 Governmental and Not-for-Profit Annual Update (4 hrs)

Business Law7/6 Foreign Corrupt Practices Act: Practical Compliance (2 hrs)

7/17 Employment Law Update: Reducing Employer Liability (4 hrs)

Business Management and Organization5/6 Developing Your Digital Mindset (4 hrs)

6/15 Effective Networking: Take Control of Your Career (1 hr)

6/20 Leadership Skills for Peak Performance in 21st Century (2 hrs)

6/25 Change the Way You Work: Success as a Virtual CFO (4 hrs)

7/1 The Changing Role of the Controller: Advancing from Tactical to Strategic (4 hrs)

7/15 Remote Working for Accountants (2 hrs)

This is a selection of webinar offerings with our partners. To see the entire listing of available courses, please visit www.cocpa.org/online.

11May/June/July

Computer Software and Application5/4 Office 365 - Take Your Office on the Road With Mobile Apps (2 hrs)

5/6 Office 365 - Using Teams App For Online Meetings and Calls (2 hrs)

5/15 Roadmap to Microsoft's Office 365 Ecosystem (FREE) (1 hr)

6/19 Excel - Two Must-Know Features: Defined Names & Tables (2 hrs)

6/23 Office 365 Teams App - Start Transforming Your Organization (3 hrs)

7/27 Power BI - Introduction to MS Power BI Tools (2 hrs)

Finance5/8 Unlocking the Mysteries of Key Person Value (2 hrs)

6/25 Data Analytics for Finance Managers (Day 1) (6 hrs)

6/26 Data Analytics for Finance Managers (Day 2) (6 hrs)

Specialized Knowledge5/14 Roadmap to Artificial Intelligence (4 hrs)

6/17 Keeping Retirement SECURE – New Act…New Opportunities (1 hr)

6/30 Blockchain Technology: What Every CPA Should Know - 2020 Update (2 hrs)

7/2 IRS Internal Revenue Manual for Accountants (2 hrs)

7/22 At Capacity: The Tough Questions (1 hr)

Taxes5/6 IRS Guidance on Taxation of Virtual Currency (1 hr)

6/10 Intro to 60% of the 990's Most Common Schedules: A, B & C (2 hrs)

6/18 Accounting and Tax Planning for Estates and Trusts (4 hrs)

6/23 The Tax Bill is Huge! What's Next for your Client (2 hrs)

6/25 Individual Tax Fundamentals (8 hrs)

7/15 Form 990: Mastering Its Unique Characteristics (8 hrs)

7/24 Spring Tax Update with Steve Dilley (4 hrs)

7/20 Getting Personal: Individual Tax Update (2 hrs)


Business Valuation SchoolMaster the essentials of valuation.

Delve deeply into business valuation essentials to

master new skills and expand your client services

portfolio. You’ll benefit from a classroom-like feeling

that’s conducive to sharing ideas and maximizing

interaction with prominent experts and thought

leaders in this growing, profit-making niche area.

July 27-31 Colorado Society of CPAs

Englewood, CO

Registration coming soon! For more information, please email Ashlee, [email protected].

August 26-27, 2020 • DENVER • CPE: 16.0

Strategy, Tools & Skills to SUCCEED

Technology Conference

2020

IN PARTNERSHIP WITH K2 ENTERPRISES

Register at COCPA.ORG/TECHCONF

13May/June/July

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 2020

: Live-Streaming Webcast Y: Meets Yellow Book Requirement

To register for courses, and full course registration policies, please visit www.cocpa.org/calendar.

Unless otherwise noted, all class times are 8:30 am – 4:30 pm.

Key Date Course Title CPE Member Fee

Non-member

FeeLocation

ACCOUNTING & AUDITING

A Y 7/20/20 Accounting and Reporting for Not-for-Profit Organizations 8 370 529 COCPA

7/27-31/20 AICPA BV School* TBD TBD TBD COCPA

8/10-11/20 AICPA SOC School* TBD TBD TBD COCPA

A Y 8/24/20 Not-for-Profit Financial Reporting: Mastering the Unique Requirements 8 370 529 COCPA

9/9-11/20 AICPA COSO School* TBD TBD TBD COCPA

9/14-16/20 AICPA Audit Bootcamp – New Staff: Core Concepts + Practical Application* 24 TBD TBD COCPA

9/23-24/20 SEC Reporting 16 700 1,000 COCPA

A 10/21/20 Annual Update for Accountants and Auditors 8 370 529 COCPA

A 10/26/20 Annual Update for Accountants and Auditors 8 395 565 Grand

Junction

+ A 11/4/20 Audits of Employee Benefit Plans Subject to ERISA 8 370 529 COCPA

11/13/20 Accounting and Auditing Update (8:30 am - 12:00 pm) 4 199 285 Pueblo

11/20/20 Accounting and Auditing Update (8:30 am - 12:00 pm) 4 199 285 Boulder

12/9/20 The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (8:30 am - 12:00 pm)

4 185 264 COCPA

A 12/14/20 Revenue Recognition: Mastering the New FASB Requirements 8 370 529 COCPA

A 12/15/20 Leases: Mastering the New FASB Requirements 8 370 529 COCPA

*COCPA’s CPE Season Pass can’t be used to register for this AICPA course.



Non-member

FeeLocation

ACCOUNTING & AUDITING – GOVERNMENT

A Y 11/9/20 Real-World Fraud Found in Governments and Not-for-Profits 8 370 529 COCPA

A Y 11/30/20 The New Yellow Book: Government Auditing Standards, 2018 Revision 8 395 565 Pueblo

A Y 12/1/20 The New Yellow Book: Government Auditing Standards, 2018 Revision 8 370 529 COCPA

A Y 12/10/20 Governmental and Not-for-Profit Annual Update 8 395 565 Colorado

Springs

A Y 12/16/20 Governmental and Not-for-Profit Annual Update 8 370 529 COCPA

BUSINESS LAW, BUSINESS MANAGEMENT, AND FINANCE

+ 10/30/20 Legal Issues in the Workplace (12:30 - 4:00 pm) 4 199 285 Ft. Collins

+ 11/19/20 Legal Issues in the Workplace (8:30 am - 12:00 pm) 4 185 264 COCPA

A 12/10/20 Annual Update for Controllers 8 370 529 COCPA

12/11/20 Risk, Cost, and Cash Management for Controllers and Financial Managers (8:30 am - 12:00 pm)

4 185 264 COCPA

12/11/20 Developing Your Digital Mindset (12:30 - 4:00 pm) 4 185 264 COCPA

COMPUTER SOFTWARE & APPLICATIONS/INFORMATION TECHNOLOGY

+ 7/29/20 2020 Technology Trends: Essential Update (8:30 am - 12:05 pm) 4 185 264 Webcast

8/26/20 2020 Technology Conference - Day 1 8 375 535 COCPA


10/19/20 K2’s Technology for CPAs - Don’t Get Left Behind 8 375 535 COCPA

10/20/20 K2’s Budgeting and Forecasting Tools and Techniques 8 375 535 COCPA

+ 11/10/20 Transform Your Organization With Office 365 and Team 8 375 535 COCPA

+ 11/11-12/20 Data Analytics and Dashboards: Leverage the Power of Microsoft Power BI 16 700 1,000 COCPA

15May/June/July

ACCOUNTING & AUDITING – GOVERNMENT

A Y 11/9/20 Real-World Fraud Found in Governments and Not-for-Profits 8 370 529 COCPA

A Y 11/30/20 The New Yellow Book: Government Auditing Standards, 2018 Revision 8 395 565 Pueblo

A Y 12/1/20 The New Yellow Book: Government Auditing Standards, 2018 Revision 8 370 529 COCPA

A Y 12/10/20 Governmental and Not-for-Profit Annual Update 8 395 565 Colorado

Springs

A Y 12/16/20 Governmental and Not-for-Profit Annual Update 8 370 529 COCPA

BUSINESS LAW, BUSINESS MANAGEMENT, AND FINANCE

+ 10/30/20 Legal Issues in the Workplace (12:30 - 4:00 pm) 4 199 285 Ft. Collins

+ 11/19/20 Legal Issues in the Workplace (8:30 am - 12:00 pm) 4 185 264 COCPA

A 12/10/20 Annual Update for Controllers 8 370 529 COCPA

12/11/20 Risk, Cost, and Cash Management for Controllers and Financial Managers (8:30 am - 12:00 pm)

4 185 264 COCPA

12/11/20 Developing Your Digital Mindset (12:30 - 4:00 pm) 4 185 264 COCPA

COMPUTER SOFTWARE & APPLICATIONS/INFORMATION TECHNOLOGY

+ 7/29/20 2020 Technology Trends: Essential Update (8:30 am - 12:05 pm) 4 185 264 Webcast



10/19/20 K2’s Technology for CPAs - Don’t Get Left Behind 8 375 535 COCPA

10/20/20 K2’s Budgeting and Forecasting Tools and Techniques 8 375 535 COCPA

+ 11/10/20 Transform Your Organization With Office 365 and Team 8 375 535 COCPA

+ 11/11-12/20 Data Analytics and Dashboards: Leverage the Power of Microsoft Power BI 16 700 1,000 COCPA


Non-member

FeeLocation

CONFERENCES

5/19/20 Not-for-Profit Conference 8 345 493 Denver

8/13/20 Marijuana Business Symposium 8 375 535 COCPA

8/26/20 Technology Conference - Day 1 8 375 535 COCPA

8/27/20 Technology Conference - Day 2 8 375 535 COCPA

8/28/20 Women’s Summit: Strategies for the Successful Woman Professional 8 385 550 Denver

Y 10/22/20 Governmental Conference 8 375 535 COCPA

10/28/20 CPAs in Industry Conference 8 375 535 COCPA

11/18/20 Accounting and Auditing Conference 8 375 535 COCPA

12/14/20 SEC and PCAOB Conference 8 375 535 Denver

12/17/20 Mix and Match Conference 8 375 535 Denver

PERSONNEL/HR

8/14/20 Enhancing Team and Interpersonal Effectiveness (8:30 am - 12:00 pm) 4 299 428 COCPA

9/23/20 Leadership Essentials: Delegation and One on Ones (8:30 - 9:30 am) 1 99 142 Webcast

10/29/20 Developing a Resilient Mindset (8:30 am - 12:00 pm) 4 299 428 COCPA

11/13/20 Leading Change (8:30 am - 12:00 pm) 4 299 428 COCPA

12/4/20 Inspiring and Motivating Others (8:30 am - 12:00 pm) 4 299 428 COCPA

SPECIALIZED KNOWLEDGE

+ 8/18/20 Colorado’s Health Insurance Marketplace (8:30 - 9:20 am) 1 49 70 Webcast

TAX

+ 6/15/20 Loss Limitation School: Basis, At-Risk, Passive Activity Loss, §163(j), Excess Losses (§461(l)) and NOLs (8:30 am - 12:00 pm)

4 185 264 Webcast

+ 6/15/20 2019 Forms 1065 and K-1s: IRS Throws Rocks at Hornet’s Nest (12:30 - 4:00 pm) 4 185 264 Webcast

+ 6/16/20 2020 Mid Year Tax Update: Tax Law Keeps Changing. What did you miss? (8:30 am - 12:00 pm)

4 185 264 Webcast


+ 6/16/20 2020 Tax Planning Update for C and S Corporations, Partnerships, and LLCs (12:30 - 4:00 pm)

4 185 264 Webcast

6/22/20 Sales Tax – Current Developments, Problem Areas, and Opportunities (8:30 am - 12:00 pm)

4 185 264 COCPA

8/3-7/20 AICPA Tax Bootcamp - Level 1* 40 TBD TBD COCPA

+ 8/14/20 IRAs, Roth IRAs, SEPs, and SIMPLE Plans: Cradle to Beyond the Grave. Sock it Away and Make it Count

8 370 529 COCPA

8/17-21/20 AICPA Tax Bootcamp - Level 3* 40 TBD TBD COCPA

10/29/20 Tax Year in Review and 2020 Planning 8 385 550 Sterling

+ 10/30/20 Real Estate Taxation (8:30 am - 12:00 pm) 4 199 285 Ft. Collins

11/2/20 Tax Year in Review and 2020 Planning 8 395 565 Boulder

+ 11/3/20 Real Estate Taxation (8:30 am - 12:00 pm) 4 185 264 COCPA

11/5/20 Don Farmer’s 2019 Individual Income Tax Workshop (6:00 am - 2:00 pm) 8 290 390 Webinar

11/6/20 Don Farmer’s 2019 Corporate Income Tax Workshop (6:00 am - 2:00 pm) 8 290 390 Webinar

11/12/20 Tax Year in Review and 2020 Planning 8 395 565 Pueblo


4 199 285 Longmont

+ 11/12/20 Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)

4 199 285 Longmont


4 199 285 Westminster

11/13/20 Tax Year in Review and 2020 Planning 8 395 565 Colorado Springs

A 11/16/20 Annual Tax Update: Corporations and Pass-Through Entities 8 370 529 COCPA


4 185 264 COCPA

+ 11/17/20 Section 199A: Schedule K-1 Reporting for Relevant Passthrough Entities (12:30 - 4:00 pm)

4 185 264 COCPA


Non-member

FeeLocation

*COCPA’s CPE Season Pass can’t be used to register for this AICPA course.

17May/June/July


Non-member

FeeLocation

11/19/20 Tax Year in Review and 2020 Planning 8 410 585 Durango

12/1/20 Tax Year in Review and 2020 Planning 8 395 565 Glenwood Springs

12/2/20 Maximizing Your Social Security Benefits (8:00 am - 11:30 pm) 4 199 285 Boulder

12/2/20 Maximizing Your Social Security Benefits (1:00 - 4:30 pm) 4 199 285 Westminster

12/3/20 Maximizing Your Social Security Benefits (8:30 am - 12:00 pm) 4 185 264 COCPA

+ 12/3/20 Required Minimum Distributions: Compliance and Planning (12:30 - 4:00 pm)

4 185 264 COCPA

12/4/20 Social Security and Medicare: Planning for You and Your Clients 8 410 585 Durango

12/7/20 Reviewing S Corporation Tax Returns: What Are You Missing? (8:30 am - 12:00 pm)

4 185 264 COCPA

12/7/20 Reviewing Partnership Tax Returns: What Are You Missing? (12:30 - 4:00 pm) 4 185 264 COCPA

12/7/20 Tax Year in Review and 2020 Planning 8 395 565 Ft. Collins

12/8/20 Hot Tax Planning Developments Under the Current Tax Law (8:30 am - 12:00 pm) 4 185 264 COCPA

12/8/20 Reviewing Individual Tax Returns: What Are You Missing? (12:30 pm - 4:00 pm) 4 185 264 COCPA

12/8/20 Tax Year in Review and 2020 Planning 8 395 565 Longmont

12/11/20 Tax Year in Review and 2020 Planning 8 410 585 Steamboat


4 199 285 Grand Junction

12/14/20 Hot Tax Planning Developments Under the Current Tax Law (12:30 - 4:00 pm) 4 199 285 Grand

Junction

12/15/20 Annual Tax Update: Corporations and Pass-Through Entities 8 395 565 Glenwood

Springs

12/16/20 Tax Year in Review and 2020 Planning 8 395 565 Westminster

12/18/20 Tax Year in Review and 2020 Planning 8 370 529 COCPA

1/19/21 Federal Tax Update 8 425 607 Hotel

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Understand the technology that is here today that will reshape tomorrow

JULY 29

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Register today at COCPA.ORG/TECHNOLOGYTRENDS

Topics: Technology Update

Cloud Accounting and Technology

Blockchain Real-World Application

Robotic Process Automation: How One Company is Using It

Documents

QuickSearch May/June/July 2020 · Current Trends for Colorado’s Nonprofit Sector Renny Fagan, Colorado Nonprofit Association 9:20 – 10:10 am Straight from the Source – GAAP