Agenda

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  • Thursday, September 26, 2019
  •  

    Thursday 7:40 AM

    7:40 AM  -  8:30 AM
    Preventing Occupational Fraud (Accounting)  (T07400118)
    The cost of occupational fraud is enormous, and affects everyone in the company. This presentation will focus on preventing occupational fraud from the perspective of small business accountants. Objectives include learning the cost/impact of employee fraud and defining what fraud is. Discussion will cover real-life as well as representative fictional examples, and provide everyone action steps they can take in their companies, regardless of position.
    Keynote:
     Optional 
     

    Thursday 8:45 AM

    8:45 AM  -  10:25 AM
    Accounting Standards Update (Accounting)  (T08450119)
    This session will provide an overview of Accounting Standards Updates (ASUs) issued since 2018 and their impact on financial reporting. The majority of the session will focus on ASUs issued in 2018 and 2019. We will also revisit important ASUs issued in prior years that take effect in 2019 and 2020, and learn what is in the pipeline regarding proposed standards to identify issues that may impact your business and clients. Discussion will also highlight any new activities of the Private Company Council (PCC) including ASUs that have been issued specifically for private companies.
    Accounting & Auditing:
     Optional 
    8:45 AM  -  10:25 AM
    How You Can Recover Hidden Cash Flow from Your Supply Chain (Mgmt Services)  (T08450219)
    Doing a good job of managing expenses? Wondering if you are still leaving money on the table? Curious to know if you are, how much, and how to get it? Can you use additional cash flow to fund new projects? Ask yourself...Why are most companies over-paying suppliers by 10%-30%? What are the Key Challenges of expense management? What are the Top 10 Misconceptions in working with suppliers? What are the Best Practices in world class expense management? The Learning Objectives include: Shifting your perspective, as same approaches produce same results of the past, Crafting a minimum of 2-3 ideas to take back to your team to create short-term results, and Optimizing your existing supply chain and bend the cost curve.
    Finance:
     Optional 
    8:45 AM  -  10:25 AM
    Are You Ready for the Future of Privacy Regulation? (Business Law)  (T08450319)
    GDPR and CCPA (California Consumer Privacy Act) are examples of legislation passed within the past five years designed to protect consumer information and provide fines for data breaches. Where is all of this going? Within this discussion we will look at the past, present and future of privacy regulation. Is your organization ready? This presentation will focus on: Examining some of the recent privacy regulations (e.g. GDPR and CCPA) including comparing similarities and differences with the regulations, Discussing the future state of privacy regulation (Currently approximately 15 states have similar legislation to CCPA, however each state has its own bills which present some differences between each state. We will look at some of the key differences), and Discussing how organizations can plan for compliance with privacy regulation and the future state of companies compliance with privacy regulation.
    Law:
     Optional 
    8:45 AM  -  10:25 AM
    ERP Systems & CyberSecurity – Springboard or Anchor on Growth (IT)  (T08450419)
    Effectively managing growth and risk are key drivers to a company’s success. This presentation will explore two key areas, CyberSecurity and ERP Systems, as drivers in enabling growth and mitigating risks to businesses. Discussion and case studies will provide how each of these areas can be instrumental to growth and how they help effectively manage and scale businesses. The session will: Demonstrate ‘real world examples’ of costs associated with finding cyber issues after deal close through case studies and describe the three main categories of security due diligence assessment, including the warning signs each may uncover; and Show how a modern ERP system can help businesses deliver agile growth through automation and visibility.
    Technology:
     Optional 
     

    Thursday 10:40 AM

    10:40 AM  -  12:20 PM
    Chicken or the Egg: Strategic Planning or Risk Assessment (Mgmt. Services)  (T10400119)
    Risk management and strategic planning are an intertwined foundation for a company's long-term success, including financial management. However, which comes first: Strategy or Risk? Attendees will examine Enterprise Risk Frameworks (including the updated COSO ERM 2017 framework), Strength, Weakness, Opportunity, and Threat(SWOT) techniques, and Risk Management concepts that will help develop, reassess, and refine their strategic plans to create a winning position for their company.At the end of this session, you will be able to· Evaluate and improve strategic planning activities· List the components and principles of the COSO ERM framework (released 2017)· Apply Risk Management techniques to Strategy
    Accounting & Auditing:
     Optional 
    10:40 AM  -  12:20 PM
    Legacy Planning: It's Not Just for Retirees (Spec Knowledge-Pers Fin Plan)  (T10400219)
    By definition, estate planning helps one manage and preserve assets while alive, and to conserve and control the distribution after death. It is something most of us do not think much about until we settle into retirement. Unfortunately, the unexpected can and does happen! Legacy planning is the modern version of estate planning. It covers so much more than wills and trusts, including how to pass on financial assets, and more importantly, stories, memories, and values. Discussion will include incapacity planning and advanced care directives, organizing records on paper and online, identifying beneficiaries, formalizing an estate plan, and creating a legacy. The session will offer tips on how to think about what you want your loved ones to have, how you want to live out your life in the later years, and how to talk to your loved ones about your wishes.
     Optional 
    10:40 AM  -  12:20 PM
    Problematic Trusts- Is Decanting the Answer? (Trust Law)  (T10400319)
    This presentation examines Colorado's new trust decanting statutes, including when and how to fix trust problems. Old trusts may contain inadequate drafting causing trust administration to be difficult or less than optimal. Understanding how the new law works enables participants to recommend and offer this solution to clients having problematic old trusts. Learning objectives include being able to: Identify three common problems in trusts that are fixable under the new law without court involvement, Explain how Colorado's Decanting Statute actually works in practice, and Describe the benefits of using the decanting statutes.
     Optional 
    10:40 AM  -  12:20 PM
    Cloud Risk and Compliance: Managing Complexity of Risks in Cloud Solutions (IT)  (T10400419)
    Many companies consider moving, or have moved, business processes to the cloud to gain efficiencies and cost savings, but are not aware of where information is located, who has access to it and how it is protected. It can be an effective solution, but companies must be aware of their data and systems in the cloud, and also whether policies and controls actively manage potential risks. Whether you find yourself utilizing cloud-based solutions, by design or by accident, or have been using cloud solutions for years, managing your organization’s risk and aligning to compliance obligations can be confusing. Learning Objectives include: Differentiate between software as a service, platform as a service, infrastructure as a service, and the high risk areas associated with each cloud architecture, Understand how organizations are addressing cloud risks today, Identify risks in moving data and systems to the cloud, and Review a modular cloud control framework for multiple regulatory and compliance obligations.
    Technology:
     Optional 
     

    Thursday 1:20 PM

    1:20 PM  -  2:20 PM
    Confident Leadership: What It Is and How to Get It (Pers Development)  (T01200118)
    Confident Leadership is like walking a tightrope: too little, and you have no credibility; too much, and you are seen as a bully. Striking the right balance is a critical - and often elusive - skill. This highly engaging and informative session provides participants with an understanding of what makes a Confident Leader, as well as specific tools and a personal action plan to get there. Learning Objectives include being able to: Recognize the elements of a Confident Leader, Manage the Inner Critic, Demonstrate three nonverbal techniques of a Confident Leader, and Articulate messages confidently.
    Keynote:
     Optional 
     

    Thursday 2:50 PM

    2:50 PM  -  4:30 PM
    Colorado Rules and Regulations Under Rule 7.8 (CQE) (Ethics)  (T02500119)
    This course discusses the Colorado Statutes and Rules that pertain to CPAs licensed to practice in the State of Colorado. Attendees will become familiar with the Colorado Revised Statutes, the Rules of the State Board of Accountancy, and the Policies adopted by the Board currently in effect and how the statutes, rules, and policies pertain to them.
    Accounting & Auditing:
     Optional  Closed 
    2:50 PM  -  4:30 PM
    Estate Planning and Divorce (Spec Knowledge- Pers Fin Plan)  (T02500219)
    The issues and obligations a divorce presents in terms of estate planning and estate administration, and the consequences of failing to plan in and after divorce are huge. This session will review Asset Valuation and Division issues (reporting the valuation and transfer/division of assets, planning for short-term and long-term payments and insurance under court order and divorce decree), Child Custody issues (claiming dependents and credits, paying and reporting child support payments, and naming guardians), Spousal Support issues (paying and reporting spousal support payments, planning required under court order and divorce decree), and Issues at Death (payment or termination of support obligations and how it is claimed and reported, distribution of shares to spouse or children under court order of divorce decree). Estate planning techniques will be threaded throughout the discussion.
    Finance:
     Optional 
    2:50 PM  -  4:30 PM
    If You Wrestle with a Pig, You Both Get Dirty! (Business Law)  (T02500319)
    This presentation you will provide tips and tricks for avoiding litigation. Discover how to spot potential problems early on and help your clients navigate away from what are usually costly and lengthy disputes. But if all else fails, learn what to do when faced with trust and estate litigation as a client or to assist your client.
     Optional 
    2:50 PM  -  4:30 PM
    Cyber Security Threats and IT Audit Considerations (IT)  (T02500419)
    This session will address the latest cyber security metrics and threats to organizations as well as new IT audit trends. Learning Objectives will cover both cyber and IT audit by presenting current phishing, hacking, and malware threats as well as the purpose of scanning, the danger of relying on scripts, the overlooked aspects of change management, and over-reliance of Windows active directory in auditing.
    Technology:
     Optional 
  • Friday, September 27, 2019
  •  

    Friday 7:40 AM

    7:40 AM  -  8:30 AM
    5 Ways Technology Will Change How Your Clients Age (Pers Development)  (F07400118)
    We are living longer and healthier than our predecessors, because of advancements in nutrition, medicine, public health, and sanitation during the last century. And now, thanks to innovation in technology, we are transforming growing older into a more vibrant period of life that is about living better as much as it is about living longer.
    Keynote:
     Optional 
     

    Friday 8:45 AM

    8:45 AM  -  10:25 AM
    Value Added Auditing (Auditing)  (F08450119)
    The challenge for Internal Audit to be “value-added” is integral to the success of the function in today’s world. In this session you will learn some of the innovative approaches United Airlines implemented to create and add value to its organization’s bottom-line. Attendees will be taken on a guided tour of the best practices used by United's IA Department to add value and provide top-notch assurance services. This address will highlight specific audit tools and techniques to add value including: Third-party vendor audits, Employee benefits exams, Construction audits, Officer compensation and expense reviews, Recruiting and retaining the best staff, and Using QARs to assess value-added practices.
    Accounting & Auditing:
     Optional 
    8:45 AM  -  10:25 AM
    Bridge the Gap! Be the Leader! (Pers Development)  (F08450219)
    We keep hearing about the “skills” gap. “What is it and how does it impact my role?” This motivational presentation will include suggestions on how to play an important role to fill the skills gap and inspire to be the difference the profession needs. Leave the presentation feeling empowered to be the change that will add value to your organizations and deeper meaning in your work. Learning objectives include: Identifying ways in which technology (machine learning, AI, data analysis) is changing the accounting and finance professions; Explaining the value of soft-skills in internal and external stakeholder relationships; and Building a personal path of continued success by defining the role you can make in building a bridge through the skills gap which will drive greater success for self, organization, and community.
    Management & Leadership:
     Optional 
    8:45 AM  -  10:25 AM
    Will 2019 Be the Same as 2018? A Tax Update (Tax)  (F08450319)
    This session will look at the 2018 tax return and see what changes to expect for 2019. Discussion will include individual tax planning topics, current tax cases and rulings, as well as latest developments.
    Taxation:
     Optional 
    8:45 AM  -  10:25 AM
    Emerging Issues in the Cannabis & Hemp Industries (Spec Knowledge- Technical)  (F08450419)
    Hot Buttons, Lessons Learned, Challenges and Trapdoors! This session will provide participants with a solid grounding in the regulated cannabis industry with respect to critical accounting and tax compliance issues. Emerging trends in agricultural hemp and CBD will also be discussed as well as business and intellectual property appraisal nuances and challenges. Other topics will include: Industry overview and hot button issues, IRC 280E and choice of entity issues, Legislative landscape and the outlook for banking, Lessons learned from Colorado, Business and IP appraisal in the cannabis sector, Macro trends, Sources of industry information, and Pot-pourri. Learning Objectives include: Gaining a comprehension of the current landscape for regulated cannabis and hemp, Learning how cannabis businesses and related intellectual property are valued, and Identifying key sources of industry information.
    Special Topics:
     Optional 
     

    Friday 10:40 AM

    10:40 AM  -  12:20 PM
    Agile Auditing: Practical Lessons for Internal Auditors (Auditing)  (F10400119)
    After attending the session, participants will be able to understand, explain, and apply agile auditing concepts including: What is agile auditing and where did it come from? What does successful agile auditing look like and what are its benefits? What are some key agile terms and tenets? What differentiates agile from lean and other methodologies? Is agile an ‘all or nothing’ methodology? What should I include in my agile toolkit? What types of audits are best for piloting and deploying agile? What frequently causes agile auditing attempts to fail? How can I perform agile auditing and still meet professional standards?
    Accounting & Auditing:
     Optional 
    10:40 AM  -  12:20 PM
    Organizational Culture: The Make or Break Factor in Hiring and Retention (Personnel/ HR)  (F10450219)
    Workplace culture is emerging as a make-or-break factor in hiring and retention for both companies and employees. Today’s in-demand professionals will unquestionably be scrutinizing your corporate culture and considering whether they want to be part of it. The bottom line is this: Employers need to continually refine their organizational culture to ensure they are providing the type of work environment that today’s valued talent will be excited about and proud to be a part of for the duration of their careers. In this presentation, we will discuss: Organizational culture - what it is and why it matters, Importance of “fit” for both employers and candidates, How to promote corporate culture in the hiring process, Signs of a “talent-sticky” corporate culture, and Assessing the quality of your organizational culture.
    Management & Leadership:
     Optional 
    10:40 AM  -  12:20 PM
    Research Development Tax Credit - Trends and Accounting Implications (Tax)  (F10450319)
    This course will review the basic levels of claiming the research and development (R&D) credit, including how qualified research is defined, the various details of the credit calculations, and properly supporting or documenting such claim. This course will also highlight IRS examination trends and concerns as well as financial statement aspects of claiming the credit. Learning Objectives include being able to: Explain the background of the research and development credit and recent legislation, Define qualified research under statutory and case law, Distinguish and recognize the issues pertaining to internal-use software, Calculate regular and alternative simplified credit, Recognize the role of the IRS, including issue management network, examination trends, and pre-filing agreements, and Describe financial statement benefit issues.
    Taxation:
     Optional 
    10:40 AM  -  12:20 PM
    Artificial Intelligence-Driven Finance Transformation (IT)  (F10400419)
    What do we mean by Artificial Intelligence? Where is AI today and where are we heading? What is AI’s impact on the accounting and finance functions and the organization as a whole? AI is changing accounting & finance in all industries. CFOs must understand the opportunities and implications of AI. This session will cover trends, examples, and how to establish data science capabilities to support the accounting & finance departments of the future. Discussion will also include real-world applications in AI-driven accounting & finance and insider tips for successful deployment.
    Special Topics:
     Optional 
     

    Friday 1:20 PM

    1:20 PM  -  2:20 PM
    Why Can't Becker Teach CPAs How to Speak (Apologies to Lerner and Lowe)? (Comm & Marketing)  (F01200118)
    According to the latest research, more people fear public speaking than death. This implies that when many of us attend a funeral we would rather join the deceased in the casket than deliver the eulogy. During this energetic and engaging discussion Mark will address the nature of presenting to groups large and small. He will provide his insights on structuring a presentation that is easy to deliver and will make an impact on the audience. Finally, using his theater training, Mark will answer such vexing questions as, “What Do I Do With My Hands?”, “When Should I Breathe?” and “Like, How Often Can I Say ‘Like’, Ya Know?”
    Keynote:
     Optional 
     

    Friday 2:50 PM

    2:50 PM  -  4:30 PM
    Photoshop Can't Fix Poor Ethics: Impact of Technology on Ethical Behavior (CQE) (Ethics)  (F02500119)
    Have you ever considered the ethical dilemmas that come with ever-changing technology? The phrase "just because we can doesn't mean we should" applies particularly well to technology. IT ethics and privacy issues generated by advancing digital technology are widely considered top priorities for 2019. This session will get you ready for the new challenges we are about to face, and are already facing, as a society when it comes to technology and ethics. Photoshop can't help; this session can. Learning Objectives include: How and why technology is complicating the issue of ethics, How the rapid change in digital technology has impacted individual control of personal data and privacy and what to do about it, and How organizations can better manage technical developments and change to ensure ethical conduct throughout the process.
    Accounting & Auditing:
     Optional  Closed 
    2:50 PM  -  4:30 PM
    Positioning a Company for Sale at Top Dollar in a Rapidly Changing M&A Market (Finance)  (F02500219)
    This session is an overview of recent trends for structuring M&A transactions, including a survey of the changing private capital markets (including private equity), steps to preparing for a transaction, process changes to the benefit of the seller and reps & warranties insurance. Learning Objectives include: Understanding how the evolving private capital markets are shaping the merger, acquisitions and capital formation landscapes, Learning the essential steps necessary to prepare for a successful transaction, Understanding the evolving process for protecting the interests of sellers and realizing optimal enterprise value through the competitive process, and Learning about recent innovations for lower-middle-market transactions, such as reps & warranties insurance and diligenced LOIs. Session will also include a review of case studies and lessons learned from recent transactions.
    Management & Leadership:
     Optional 
    2:50 PM  -  4:30 PM
    Wayfair One Year Later and Other State Updates (Tax)  (F02500319)
    This session will present an update on the current status of the Wayfair decision across the states and will include the current status of Colorado's adoption of Wayfair and intrastate sourcing for sales tax purposes. Discussion will also provide updates on other state tax topics including tax reform and major state decisions.
    Taxation:
     Optional 
    2:50 PM  -  4:30 PM
    Role of AI & Automation in ID & Assessment of Emerging Risks (IT/Auditing)  (F02500419)
    We often hear stories about the benefit of data analytics (DA) and automation in the fieldwork/testing phases of an audit, however some of the easiest and quickest wins can actually be made when applying DA and automation to other stages of the audit process, from risk assessment and audit planning through reporting. Participants in this session will see first-hand, using real-life examples applicable to most organizations, how, where, and when analytics and automation can be applied to the entire audit. Walk away with a 5-step checklist for implementing it in your organization. Learning objectives include: See examples of data analytics and automation for risk assessment and audit planning; Learn about the use of, and techniques for, analytics and automation supporting the core audit processes that occur before fieldwork; See how analytics and automation can streamline and improve the reporting and post-report follow-up processes; Brainstorm ideas for analytics and automation within their own audit cycle; Create a project plan for implementing analytics and automation within the next 30 days.
    Special Topics:
     Optional 
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