October 19, 2023


Webcast

AND

In-Person

In-Person Sessions - COCPA Education Center/Virtual via webcast
7887 E. Belleview, Suite 201, Englewood, Denver County, 80111


8 CPE

2023 COCPA Business and Industry Conference

  • Instructor

    Various


Sponsors

CPE Credits Available

8 CPE
2
Accounting
2
Behavioral Ethics
1
Economics
1
Information Technology
2
Personnel/Human Resources

In-Person Sessions - COCPA Education Center/Virtual via webcast

7887 E. Belleview, Suite 201, Englewood, Denver County, 80111

Get Directions

Things to Know About This Course

Course Level

  • Update

Professional Area of Focus

  • Business and Industry

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs and finance professionals in industry.

Provider

Colorado

Agenda

October 19

Business and Industry Networking Breakfast - In-person only!

Mingle and network with other CPAs in business and industry at this breakfast get-together at the COCPA office. This is a great opportunity to expand your professional network and share your own experiences. Light breakfast snacks will be provided.

Click here to register. 


Verifyle Demo
Speaker:

David Martin

Come learn about Verifyle - an ultra-secure document sharing, messaging, and digital signature technology which is FREE to COCPA members.


Ethics in Leadership
Speaker:

David Goldberg

Major Topics:

  • Techniques for challenging assumptions and questioning data
  • Discussion of ethical dilemas using a case study approach
  • Enhancement of professional judgement and critical thinking skills

Break

GAAP/FASB Update
Speakers:

Michael Carmosino

Brian Short

Understanding key regulatory developments and their potential effects on your business is critical to navigating your organization's accounting and reporting requirements.

Join Moss Adams professionals as they discuss key R+D tax credits, including section 174 and timely court cases. We’ll also discuss updates from the Financial Accounting Standards Board (FASB) and other key topics and updates to keep in mind as you plan for what is next.

Major Subjects:

  • Gain understanding as to available R+D tax credits and key insights to keep in mind
  • Provide an overview regarding effective and upcoming FASB pronouncements

Jumpstart: Crafting Your Next Chapter
Speaker:

Kerry Hannon

In this session, you will learn how to shift your mindset to embrace change, freedom, love, getting out of your comfort zone, creativity, and destiny. You will explore new ways to let go of those mental roadblocks and take back control of your life right now.


INTRO: Riding the Waves of Transformation- insights and actions from Future of Finance Group
Speaker:

Barry Payne

AICPA & CIMA recently formed a Future of Finance Group. This group, made up of CFO’s and leaders from a range of companies from Fortune 100 to mid-market, is charged with transforming the profession in its broadest context and re-imagining the finance function of the future. Barry Payne will present the key priorities of the group.

This session will be a preview to a larger event we will do on November 7, 2023 from 12-1 pm MT.


Lunch

Streamlined Succession: Crafting a Scalable, Enjoyable, and (ultimately) Sellable Business
Speaker:

Zack Gibson

This session will help participants understand the largest risk hidden in most middle-market businesses (and how to fix it)

Major Topics:

  • Tales from the Crypt - Deals Gone Wrong 
  • Understand the Dramatic Impact of Key Owner Risk on Business Value
  • Leverage Tools to Engineer and Execute a Successful Succession Plan (and Reduce Key Owner Risk)

AI in Accounting and Advisory
Speaker:

Joshua Holman

View Bio

Learn some tips and tricks to start leveraging AI in your practice

Major Topics:

  • What offerings are available for the industry
  • How to avoid the hype and get started
  • ChatGPT the best intern you ever had

Break

Fractional CFO Update
Speaker:

Dan Schmidt


Economic Update - How long can the resiliency last?
Speaker:

Rich Wobbekind

View Bio

National economic picture including real indicators (GDP and employment) and monetary indicators (inflation and interest rates) Colorado's position in the overall national economy. Which sectors are performing well and which sectors are under performing. 

Major Topics:

  • The current performance of the national economy
  • Interest rate and inflation rate forecasts
  • The expectation for Colorado's economy in the year ahead.

This event has ended.