2019 Mix and Match Conference

Description

Catch up on the CPE you need with our customizable conference.

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.

Choose from 12 course options, with selections that are beneficial for CPAs in both firms and in industry!


Special thanks to this year’s event sponsor!

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
COCPA
Course Level
Update
CPE Field of Study
TBD
Who Should Attend

CPAs in public practice and industry.

Prerequisites

None

Advanced Preparation

None

Location
 
Hilton Denver Inverness
200 Inverness Dr W
Englewood, CO 80112 US
View in Google Maps
Register Now
When
Dec 19, 2019
8:30 am - 4:30 pm MST
Location
Hilton Denver Inverness
200 Inverness Dr W
Englewood, CO 80112 US
Total CPE Credits
8
Format
In-Person + Webcast Live

AGENDA

DAY 1 of 1 December 19, 2019
8:25 am - 8:30 am
Welcome
1 CREDIT 8:30 am - 9:20 am
2019 Tech Update – Today’s Biggest Trends, Solutions, and Opportunities

Technology continues to revolutionize how we work; those who ignore this fact do so at their own peril. To remain successful, business professionals must stay on top of technology trends, implement the best solutions, and seize opportunities as they appear.

In this session, you will learn about a wide variety of technology trends, solutions, and opportunities. Specifically, you will learn about spending trends, software licensing issues, leading-edge hardware, mobile and cloud strategies, and security risks. If you attend only one technology session this year, make sure it is this one so that you are well-positioned for what lies ahead!

9:20 am - 9:30 am
Change Break
1.5 CREDITS 9:30 am - 10:45 am
Technology: Personal Privacy

With much of our personal information collected and stored by others – sometimes without us even knowing about it – what can we do to help protect our privacy?  Personal privacy is one of the biggest concerns of many individuals and organizations. Therefore, we should consider the implications of personal privacy at both levels. By taking part in this session, you will learn valuable techniques that can help you identify what elements of your personal information are at risk. Perhaps more importantly, you will learn what you can do to get back in control.

Industry Track: Practical Accounting Update for Industry

Do you feel like you’re always a step behind the continuously evolving accounting standards? Please don’t despair! You’ll catch up at this practical course, where you’ll obtain an overview of the current and forthcoming accounting and reporting standards that impact your job and your firm. Our instructor will walk you through recently updated and proposed standards, and will enable you to understand what is changing and why.

Tax Track: Opportunity Zones

This course will review the new opportunity zone incentive found in Section 1400Z-2, including a review of the statutory language and both tranches of regulations. The course will highlight planning opportunities and remaining unanswered questions.

Learning objectives include:

  • Identify the tax incentives associated with investing in a qualified opportunity zone.
  • Summarize the steps necessary to ensure compliance with the statute.
  •  List the four main tax benefits associated with an opportunity zone incentive.
  •  Describe the requirements for meeting the definition of a qualified opportunity fund (QOF).
  • Recognize the differences between operating a business directly through a QOF versus through a lower tier subsidiary.
10:45 am - 10:55 am
Change Break
1.5 CREDITS 10:55 am - 12:10 pm
Technology Track: A Scary Ride Through the Dark Web

You have heard of the Dark Web, but have you experienced it? If not, buckle up for a scary ride through the underbelly of the Internet. Here many illicit and illegal activities occur every day, potentially affecting our personal and organizational security. In this session, you will experience first-hand the Dark Web and all that it entails – both positive and negative. Upon completing this session, you will understand why it is important to secure your information so that you do not become yet another victim of the Dark Web.

Industry Track: Enterprise Risk Management

What do you do when off-the-shelf risk management software programs are insufficient for your needs? Discuss the essential components of a customized ERM plan as defined by the Council of Sponsoring Organizations (COSO), and learn to develop a comprehensive, fundamentally strong risk management plan with an emphasis on internal controls, operational efficiency, and Return On Investment.

Tax Track: 2019 Tax Update
12:10 pm - 1:00 pm
Lunch
1.5 CREDITS 1:00 pm - 2:15 pm
Technology Track: Power BI - Advanced Reporting

In this session, you will learn how to go beyond importing data into Power BI and creating simple reports. Instead, you will learn how to take advantage of some of Power BI’s advanced features, including managing data relationships, creating KPIs, adding goal-oriented graphics, filtering with Slicers, and using new AI features in Power BI.  Further, you will learn how you can use Power BI Desktop, Power BI Mobile, and Power BI Pro in concert to create a comprehensive reporting strategy.

Industry Track: CFO/Controller & Financial Professional Updates: Strategy, Macro-Economics, and the External Environment

A strategic plan is an essential component of an integrated business plan. This course will provide a “high level” overview of contemporary trends and techniques that are employed by business managers to define, manage, and control the strategic functions of the firm within the macro-economic environment. By attending this course, you will obtain: (a) the ability to assess the macro-economic and other external environmental factors that impact the firm, and (b) the skill to perform relevant high-level strategic assessments for planning and management purposes.

Tax Track: Section 199A: The Final Regulation (Part 1 of 2)

This course will review the final regulations governing new Section 199A, the 20% deduction against qualified business income for certain pass-through business owners.

Learning Objective:

  • Identify the motivation behind adding Section 199A to the new law.
  • Summarize the steps necessary to ensure compliance with the statute.
  • List the income thresholds that determine the varying degrees of complexity in dealing with the statute.  
  • Describe the specified service businesses that are generally barred from generating qualified business income.  
  • Identify planning opportunities, including when not to aggregate, managing taxable income, and maximizing UBIA.
1.5 CREDITS 2:15 pm - 2:25 pm
Change Break
1.5 CREDITS 2:25 pm - 3:40 pm
Technology Track: Excel's Best New Features

With the release of Excel 2019 and updates in Excel provided through Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to Power Query, new functions, and improved collaboration opportunities are all available in newer versions of Excel. For those who know about these new features and how to apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!

Industry Track: The Characteristics of World Class Financial Organizations

Contemporary world-class financial organizations focus on the generation of sustainable and enduring value for stockholders and other stakeholders. Learn how financial professionals integrate the disciplines of valuation and risk management in order to achieve this goal, and how traditional metrics of success are modified to support the financial function.

Tax Track: Section 199A: The Final Regulations (Part 2 of 2)

This course will review the final regulations governing new Section 199A, the 20% deduction against qualified business income for certain pass-through business owners.

Learning Objective:

  • Identify the motivation behind adding Section 199A to the new law.
  • Summarize the steps necessary to ensure compliance with the statute.
  • List the income thresholds that determine the varying degrees of complexity in dealing with the statute.  
  • Describe the specified service businesses that are generally barred from generating qualified business income.  
  • Identify planning opportunities, including when not to aggregate, managing taxable income, and maximizing UBIA.
1 CREDIT 3:40 pm - 4:30 pm
Closing Session TBD

MEMBER


$ (% off)
$375.00

NON-MEMBER


$ (% off)
$535.00
Become A Member

Register for this Event

2019 Mix and Match Conference


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×