Complimentary for Members

May 24, 2023


9 Total CPE Credits

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Spring 2023 Member Appreciation Day – CPE on the House (FREE)

  • Instructor


CPE Credits Available

Total CPE
Business Management & Organization
Communications and Marketing

Things to Know About This Course


Colorado Society of CPAs


May 24

What to do When your Clients Ask You to do More - managing scope creep while generating more revenue
Speaker: Jennie Moore

Clients regularly ask accounting professionals to do more than what was originally agreed to. This puts us at risk of lowering our profit margin if we are leveraging fixed billing and professional liability! During this session, you will learn what scope creep is, how to identify it and steps to generate more revenue for your bookkeeping firm. More importantly, we’ll discuss strategies to help you with these awkward conversations. Often it's hard for bookkeepers to assert their value. Jennie Moore, a successful accounting professional, will guide you through her approach to building confidence to have productive and fair conversations with your clients to ensure you are fairly compensated for your efforts while ensuring your team and clients are happy!

Presented by: Ignition

5 Tips to Impact Your Firm's Bottom Line
Speaker: Erika Segal

Maintaining a positive cash flow is essential for CPA firms of any size. If you aren’t keeping a proper eye on your firm’s bottom line, it simply cannot survive. The most successful CPA firms use a variety of best practices to manage their finances effectively, many of which can be implemented relatively quickly. In this course, Erika Segal, Associate Brand Manager with CPACharge will walk through five ways you can make small changes to your practice that result in a significant positive impact on your bottom line.

Presented by: CPA Charge


Time for a change: Navigating change to meet your goals
Speaker: TBD

Join us to explore strategies to help you manage and even embrace change. We'll explore topics like effective communication, reskilling, and reinforcing change to help align your team and meet your goals. This session will help you list the 3 predictables of change, examine the change curve, identify healthy ways to deal with change and explore the SCARF model of change.

Presented by: Xero

So your Client bought a Short-term Rental. Now what?
Speaker: David Deshotels

In this session, you will:
Receive insight into depreciation strategies for short-term rental owners
Discuss assisting Tax Pros to guide clients on depreciation opportunities for STR owners
Learn about the opportunity for accelerated depreciation on STR and what qualifies and IRS RE Pro requirements.

Presented by: Cost Segregation Services Inc. (CSSI)


Tax Deferral Vehicles for Your Clients
Speaker: Kelly Ramsdale

There are vehicles your clients can use to defer taxes on various lawsuit settlements, or selling a business or property. Learn how to be on the lookout for situations where their clients can defer taxes on various settlements, Deferring tax on selling a business and Deferring tax on selling a property.

Presented by: Kelly Ramsdale & Associates Inc.

Session TBD


CAS for the Middle Market
Speaker: Dan Schmidt

CAS for small business has been a hot topic in the industry, and even more opportunity is available in the middle market (companies $1M - $20M). But the service offering these organizations is markedly different - are you ready to step into a fractional Controller role? Learn what differentiates middle-market CAS from small business offerings, and make an objective assessment as to whether your firm is ready.

1) Key characteristics of middle-market CAS
2) The importance of processes (SOPs) and platforms
3) firm infrastructure needed to provide effective fractional Controllership and CFO services

Presented by: Xledger

ASC 842 Accounting For Leases and Why Software Is A Viable Option
Speaker: Casey Stewart

Explore the implications of private company adoption of ASC 842 and the tools to ensure an efficient audit of the new standard. Understand the balance sheet impact of leases, review transition reliefs provided by the FASB, cover details around quantitative footnote disclosures for ASC 842, get exposure to lease accounting software available in the market. Review balance sheet impact of leases, practical expedients and accounting policies commonly used in the industry, journal entry and disclosure examples.

Presented by: Netgain Solutions


A CPA’s Guide to Avoiding Trouble
Speaker: Duncan Will

The CPA profession is constantly under scrutiny. CPAs must be prepared to meet the challenges of their clients as well as the public as a whole. One method to address these professional challenges is to pay more attention to risk management practices. CAMICO understands the profession and has developed this presentation to help you gain a better understanding of the practice risks in today’s volatile environment and to learn how to avoid getting into trouble by making risk management a profitable part of their practice.

Participants of this session will:
Hear the juries’ view regarding the duties and responsibilities of the CPA and how their expectations surpass professional standards
Discover risk management techniques to protect a firm and better serve its clients
Learn some of the common threats/breaches to security and cyber security best practices
Hear about the biggest mistakes CPA firms make when handling their own employee issues and learn techniques to avoid them
Hear CAMICO malpractice claim “war stories”

Presented by: CAMICO

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