Travis Haley

Travis Haley will offer a regulatory update, a brief look into hidden ownership, variable interest entities and the impacts of wholesale pricing on the cannabis industry in Colorado and beyond.

Travis Haley and Tristan Watkins, PhD

You will receive information on how to support cannabis social equity with the Colorado Cannabis Business Office.
– State supported social equity initiatives in the cannabis industry
– Major wins thus far
– Ways you can support critical needs

Bernie Taillon, CPA

Gain an understanding of the unique challenges posed by cannabis taxes, and tax compliance in the cannabis industry with an eye toward the eventual state and federal tax audits that all state legal cannabis businesses face.

James Thorburn

Obtain an update on cannabis related case law and also get Jim’s  sees ahead from a legal/judicial perspective that would be helpful for CPAs working with cannabis clients.

Ron Seigneur, CPA/ABV, ASA, CVA

This session will provide tips and advice on how to assess the business risks of taking on cannabis clients, the impact on staff and how it can affect other client relationships.

*This session will count for one Regulatory Ethics Credit

Cory Parnell, CPA

Major topics will include:
 – Accepting the Audit Engagement and Planning then Audit
 – Audit Procedures
 – Accounting, financial statement and disclosure challenges

Jordan Wellington and Bia Campbell

The year of 2022 brought important legislative and regulatory changes to the marijuana landscape. This session will go over these changes and policies and their political and operational impact to marijuana stakeholders.

Kelly Whyman and John Hess

Helping clients achieve compliance using transactional transparency.
– Using Seed to Sale Systems
– Operational Accounting Best Practices
– Achieving Client Goals & Exit Strategy