2018 Mix and Match Conference

Description

Every year, the COCPA Mix & Match Conference offers CPAs an easy way to catch up on their CPE by offering a wide variety of courses and topics. Attendees get to customize their learning experience by registering for the sessions that they find most valuable to them. There are 12 course options with selections that are beneficial for CPAs in both firms and in industry.

Learning Objectives

To update CPAs on relevant issues in the industry.

Major Topics

A committee of COCPA members will develop the agenda for this year’s conference.

Provider
Colorado Society of CPAs
Course Level
Update
CPE Field of Study
Unknown
8
Instructor(s)
Various
Prerequisites

None

Advanced Preparation

None

Location

Hilton Denver Inverness, 200 Inverness Drive West, Englewood CO 80012

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When
Dec 14, 2018
8:30 am - 4:30 pm
Location
Hilton Denver Inverness, 200 Inverness Drive West, Englewood CO 80012
Total CPE Credits
8.0
Format
In-Person + Webcast Live
Instructor
Various

AGENDA

DAY 1 of 1 December 14, 2018
8:25 am - 8:30 am
Welcome
1 CREDIT 8:25 am - 9:20 am
2018 Technology Update*

Tommy Stephens
K2 Enterprises

Technology continues to evolve, empowering business professionals with tremendous opportunities to enhance productivity, but only for those who know how to take advantage of leading-edge tools. In this session, you will learn about the major developments in technology that affect you and your team, and how you can put these tools to work to get better results in less time.

9:20 am - 9:30 am
Change Break
1.5 CREDITS 9:30 am - 10:45 am
Technology Track: True Tech Crimes - Ripped from the Headlines

Tommy Stephens
K2 Enterprises

Security is a top concern for CPAs every year, yet many hacks result from organizations failing to implement effective information technology controls. In this session, you will learn about critical controls by using case studies from recent security incidents to help you understand risks and appropriate responses.  Participate in this session to learn how to reduce your risk associated with unauthorized access, theft of information, identity theft, data exfiltration, tax refund fraud, and more.

Industry Track: Evolving Role of the Controller/CFO

Jim Lindell
Thorsten Consulting Group, Inc.

The traditional roles of Controllers and CFOs are changing dramatically. These need to be better at interpreting financial information and prescribing actions, understanding business operations, and understanding environmental factors.  They must be skilled at financial trend analysis and ratio interpretation beyond traditional approaches.

Tax Track or Webcast: Section 199A Pass-Through Deduction: Turn High Taxed Tears to Joy*

Brad Burnett
Bradley Burnett Tax Seminars

The all-new §199A pass-through deduction cuts non-C Corp income tax rates to the lowest in over three decades, but only for those eligible. The problem? Some higher and some lower income taxpayers are aced out or trimmed back.

10:45 am - 10:55 am
Change Break
1.5 CREDITS 10:55 am - 12:10 pm
Technology Track or Webcast: Microsoft Power BI – Power Reporting for Free*

Tommy Stephens
K2 Enterprises

Provided as a free tool, Microsoft’s Power BI Desktop puts business intelligence in your hands and provides you with the opportunity to revolutionize both financial and operational reporting. Join us for this fast-paced session to learn how to create interactive and dynamic business intelligence dashboards in a matter of minutes using Power BI. If you’re seeking to improve reporting processes, you cannot afford to miss this session!

Industry Track: Business Longevity

Jim Lindell
Thorsten Consulting Group, Inc.

Close to 50% of businesses that started five years ago are no longer in operation. Controllers and CFOs can influence the longevity of their organization to improve their success rate.   This session will focus on assessment, determination, and execution.

Tax Track: Biggest Change in History of Partnership Taxation: Centralized Partnership Audit Rules

Brad Burnett
Bradley Burnett Tax Seminars

Effective in 2018, a whole new IRS partnership audit regime (Centralized Partnership Audit Rules (CPAR)) kicks in. Partnerships (and LLCs) will become strange new beasts in part taxed like C Corps. Is this the beginning of the end for partnerships as we know them? Escape routes are available, but not for all. Advance planning is a must to avoid massive train wrecks. All partnership and LLC Operating Agreement must be amended NOW.


12:10 pm - 1:00 pm
Lunch
1.5 CREDITS 1:00 pm - 2:15 pm
Technology Track or Webcast: Emerging Technologies, Including Blockchain & Cryptocurrency*

Tommy Stephens
K2 Enterprises

Emerging technologies such as blockchain, cryptocurrency, Big Data, artificial intelligence, and machine learning all have the potential to revolutionize business practices during the next ten years. Before this new wave of technologies becomes mainstream, you should understand the potential benefits and pitfalls associated with each, so you don’t get left behind. Join us in this fast-paced and highly-informative session that steps you through each of these five critical emerging technologies.

Industry Track: Successful Mergers and Acquisitions

Jim Lindell
Thorsten Consulting Group, Inc.

One of the fastest ways to achieve organizational growth is through merger and acquisition. M&A are also very costly and risky to execute.  This session will provide an overview of the entire M&A process and identify significant areas of danger or concern.

Tax Track: Tax Cuts and Jobs Act: Cost Recovery and Business Moving Targets with All New Bulls-Eyes

Brad Burnett
Bradley Burnett Tax Seminars

The new tax legislation is popping at the seams with new privileges and challenges. Are you a winner or a loser? It depends on who you are. The Tax Cuts Jobs Act line-by-line, provision-by-provision, imposes surprising results, both good and bad. TCJA changes the game in places very deeply and meaningfully.

2:15 pm - 2:25 pm
Change Break
1.5 CREDITS 2:25 pm - 3:40 pm
Technology Track: Security Essentials

Tommy Stephens
K2 Enterprises

With “security” being a top-of-mind concern today, what must you have in place to reduce your security risks? Sure, many traditional security techniques are still relevant today, but where does your organization stand with encryption, multi-factor authentication, and reducing the threats associated with ransomware. In this “can’t miss” session, you will learn about today’s essential techniques to reduce the security threats facing your organization.

Industry Track: Big Data and Data Analytics

Jim Lindell
Thorsten Consulting Group, Inc.

The answers are in the data, but what data and what tools should controllers and CFOs use to better access and interpret the information? This session will focus on understanding Big Data, its sources, tools to use, potential applications for your business, and ethical concerns.

Tax Track or Webcast: Colorado Tax Update and the Impact of Wayfair*

Mary Jo Zuelsdorf and Jeanette Tolar
Plante Moran

1 CREDIT 3:40 pm - 4:30 pm
Our last session of the day will keep you engaged and energized to close out our conference

MEMBER


$ (% off)
$375.00

NON-MEMBER


$ (% off)
$535.00
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2018 Mix and Match Conference


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