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navigator UTAH ASSOCIATION OF CPAS | 2023

CPE CATALOG AND MEMBERSHIP GUIDE

KEEP YOUR CAREER ON COURSE WITH THE UACPA LEARNING

BREAKING NEWS & COMMUNICATION

Thousands of CPE courses are offered and members receive discounts on all webinars, conferences and events. Additionally, members receive Utah’s required Utah Laws & Rules CPE hour for free (a $100 value).

Stay current on the changes that affect you with regular email updates and our quarterly publication, The Journal Entry.

LEADERSHIP DEVELOPMENT

ADVOCACY The UACPA serves as a voice for the profession with the legislature, Division of Professional Licensing (DOPL) and other regulatory bodies while promoting the value of a CPA.

Refine your skills while serving the community and giving back to the profession. New CPAs can participate in our exclusive Leadership Academy retreat.

MEMBER DISCOUNTS NETWORKING

Members can save money on products and services.

Connect with other CPAs through events and our online community.

U A C PA N AV I G AT O R 2 0 2 3

2023 CPE CATALOG + MEMBERSHIP GUIDE Utah Association of Certified Public Accountants 15 W. South Temple, Ste 1625 Salt Lake City, UT 84101 801-466-8022 mail@uacpa.org www.uacpa.org

Frequently Asked Questions about CPE .................................................. 4 CEO's Message.......................................................................................... 5

Learning Navigating the UACPA Website................................................................. 6

Managing Editor Amy Spencer as@uacpa.org

UACPA Conferences/Chapters................................................................. 7 CPE Series and Free CPE........................................................................... 8 UACPA Virtual Courses............................................................................ 10

2023 - 2024 UACPA Executive Board President: Dustin Wood, CPA President-Elect: Jason Tomlinson, CPA Vice President: Dan Frei, CPA Treasurer: Mark Anderson, CPA Secretary: Shalaun Howell, CPA Member-at-Large: Annette Anderson, CPA Member-at-Large: Marci Butterfield, CPA Emerging Professionals: Ariane Gibson, CPA Immediate Past President: Ray Langhaim, CPA AICPA Council: Stacy Weight, CPA CEO: Susan Speirs, CPA

UACPA Staff CEO: Susan Speirs Membership & CPE Director: April Deneault Communications & Marketing Director: Amy Spencer Financial Director: Tom Horn

Membership Membership Overview............................................................................. 14 News & Resources................................................................................... 16 Events/Member Discounts and Benefits................................................ 17 Advocacy/ The CPA Pipeline................................................................... 18 Emerging Professionals.......................................................................... 19 Volunteer.................................................................................................. 20 Committee Descriptions.......................................................................... 21 2023-2024 Board Members/UACPA Staff.............................................. 22 Strategic Plan/Mission, Vision and Values............................................ 23

U A C PA N AV I G AT O R 2 0 2 3

LICENSING + CPE FAQS We can help you navigate the details that come with renewing your CPA license. If you don’t see the answer to your questions here, visit our complete FAQ online at uacpa.org/cpefaq Is there a minimum number of hours I need to obtain in one subject area? Yes. You need to obtain three hours of ethics credits and one hour of Utah laws and rules. For your remaining 76 hours, we highly recommend that you create a learning plan and take a broad range of topics to increase your overall knowledge and professional competence. When is the reporting period in Utah? The current reporting period runs January 1, 2023 through December 31, 2024. Is there a limit to how many hours I can complete with online courses? No. There is no restriction on the number of hours you may spend in group-study (live courses, group presentations), self-study or in-house training. Can I take all of my CPE in one year? Yes. How do I get my class or conference approved for CPE credit? The topics that qualify for CPE credit are determined by the Utah State Board of Accountancy. Through an agreement with DOPL, the UACPA is the Utah CPE Registry. CPE approval applications (uacpa.org/cpeapproval) will be reviewed and returned within seven business days of submission. If I am not licensed in Utah, but would like to transfer my license, what do I need to do? You need to submit an application for Utah licensure to the Division of Professional Licensing and submit your scores for the Utah Laws & Rules Exam and the AICPA Ethics Exam.

LICENSING QUESTIONS For questions on renewing your license, the Division of Professional Licensing (DOPL) can assist you. Division of Professional Licensing Phone: 801-530-6628 Email: b6@utah.gov Website: dopl.utah.gov

REQUIRED CPE FOR ETHICS AND UTAH LAWS + RULES What is ethics CPE requirement in Utah? At least one hour of education on the Utah Certified Public Accountant Licensing Act and Certified Public Accountant Licensing Act Rule and at least three hours of ethics education which shall cover one or more of the following areas: The AICPA Code of Professional Conduct, case-based instruction focusing on real-life situational learning, ethical dilemmas faced by accounting professionals, or business ethics. What classes can I take to fulfill this new requirement? Every year, the UACPA produces a new webcast that meets the requirements of the Utah laws and rules. It is available on the UACPA website and is free to members. Find it at uacpa.org/ lawsandrules. UACPA conferences typically have an ethics breakout or section as well. You can also find a large selection of ethics courses on the UACPA website.

U A C PA N AV I G AT O R 2 0 2 3

WELCOME Every year we showcase our fall CPE schedule and remind you of your membership benefits in this annual catalog. By listing this selection of classes, conferences, and free CPE, we hope you can easily plan your fall CPE schedule. Additionally, visiting uacpa.org/cpe will take you to more than 10,000 webinars and on-demand learning options. With so many courses available, it has never been easier for you to refine your search to find precisely what you need. When it comes to member benefits, we have several CPE series that are free to members. These include the Business Strategy Series, Cyber Risk Series, Business & Industry Series and Lecture Series. One of our most popular member benefits is the free Utah Laws & Rules course that you can watch at any time on the UACPA website. This required course (a $100 value) is required for Utah CPAs. Please take a moment to requaint yourself or learn about the array of benefits that come with being a UACPA member. We hope to connect with you as a volunteer, task force member or simply through CONNECT, our private message board exclusive to you. Keep this guide handy as you navigate the benefits of being a UACPA member. Sincerely,

Susan Speirs, CPA, CGMA CEO, Utah Association of CPAs ss@uacpa.org | 801.834.6635

U A C PA N AV I G AT O R 2 0 2 3

FIND CPE Finding CPE to fit your needs is simple. When you select “CPE + Events” from the homepage, you will be directed to our robust catalog, filled with thousands of CPE courses that will meet your needs. If you don’t see it right away, you can send us a message on our chat where someone from the UACPA team will guide you to the information you want.

Ethics Classes Chapter Meetings & Special Events

Webinars

UACPA Conferences & Classes

Self Study & On Demand

See All Classes

Filter classes to find what you need based on date or topic. You can also search by vendor, credit range

Chat with us live between 7 a.m. and 3 p.m. Monday through Friday www.uacpa.org/cpe

U A C PA N AV I G AT O R 2 0 2 3

CONFERENCES The following conferences are held annually and curated by volunteer members of the UACPA.

MAY 12 State & Local Government Conference Time: 8 a.m. – 4 p.m. Location: In Person CPE: Eight (8) hours

SEPTEMBER 15 Business & Industry Conference Time: 8 a.m. – 4 p.m. Location: Virtual Conference CPE: Eight (8) hours Cost: $275; $199 for members

DECEMBER 7 - 8 Annual Conference Time: 8 a.m. – 4 p.m. Location: Sheraton Hotel, 150 W. 500 South & Virtual CPE: Sixteen (16) hours

DECEMBER 14 - 15 Technology Conference Time: 8 a.m. – 4 p.m. Location: Virtual Conference CPE: Sixteen (16) hours

CHAPTERS Chapters are a great way to connect with peers in your area. Geographically dispersed, UACPA Chapters include the major city and surrounding areas for regular meetings.

•

Cache Valley — Northern Utah and Logan

•

Mountain — Park City and Heber

•

Color Country — St. George

•

Northern — Ogden and Brigham City

•

Cedar Breaks — Cedar City

•

Southern — Provo and Orem

•

Downtown — Salt Lake City

•

Uintah Basin — Vernal and Roosevelt

U A C PA N AV I G AT O R 2 0 2 3

FREE CPE

BUSINESS & INDUSTRY SERIES The Business & Industry council selects topics of interest, relevant speakers and businesses to tour every month. • •

June 20: Economic Update July 14: Data Decision Making with BI & CX

uacpa.org/bandi

TECH TALKS

Stay up-to-date with technology by learning about new developments and a Q&A with experts. • Sept. 12: Chat GPT • Oct. 10: Artifical inelligence • Nov. 14: Security • Jan. 9: Windows Tips/Tricks • Feb. 13: Microsoft 365 Modern Work Solutions

uacpa.org/techtalks

LECTURE SERIES

The UACPA lecture series bring expansive thought leadership into a one-hour webinar. Hear from leaders who will elevate you in your career. •

Aug. 22 - UACPA Update

uacpa.org/lecture

U A C PA N AV I G AT O R 2 0 2 3

BUSINESS & STRATEGY SERIES

This exclusive series will help you develop a framework to build and define your organizational strategy. • • • •

May 18: What is Strategy? June 15: How Do I Set a Strategy for My Organization Aug. 24: Facilitated Breakout Discussions to Refine Strategic Ideas Sept. 21: How do I Identify the Correct Success Metrics That can Track the Implementation of My Strategy?

CYBER RISK SERIES

Protect your customers and your reputation by aligning your business with industry and regulatory cybersecurity requirements. • • • •

June 8: Assessing Your Cyber Risks & Liabilities Aug. 10: Understnding Cybersecurity Regulations & Standards Oct. 12: Effective Cyber Risk Management Made Simple Nov. 9: Leveraging Cybersecurity to Build Customer Loyalty

uacpa.org/strategy

uacpa.org/cyber-series

UtahLAWS Laws & Rules &

RULES

CPAs in Utah are required to earn one (1) hour of Utah Laws & Rules

per reporting period. The UACPA’s Laws & Rules webinar fulfills that requirement and is free to members ($100 value).

uacpa.org/lawsandrules

U A C PA N AV I G AT O R 2 0 2 3

UACPA Virtual Courses CPECourseSchedule Register online at uacpa.org/cpe

DATE

CPE

COURSE TITLE

INSTRUCTOR

VENDOR

MEMBER FEE*

NONMEMBER FEE

August 8/3/23

Financial Reporting Update for Tax Practitioners

Robert Wells

Surgent McCoy

$260

$310

8/8/23

Fringe Benefit Planning for 2023 and Beyond

Arthur Werner

Werner-Rocca Seminars, Ltd.

$250

$300

8/8/23

Work-Life Balance: Maximizing Productivity and Understanding Related Tax Issues

Arthur Pulis

Surgent McCoy

$95

$110

8/9/23

Annual Accounting and Auditing Update

Ken Levine

Surgent McCoy

$260

$310

8/10/23

Combating Internal Fraud

Karl Egnatoff

Taynes LLC

$95

$110

8/11/23

Defining Where and Why Internal Controls are Needed

Karl Egnatoff

Taynes LLC

$95

$110

8/14/23

Reducing a Business Owner Client’s Exposure to Social Security and SelfEmployment Taxes

Dennis Riley

Surgent McCoy

$95

$110

8/15/23

K2’s Excel Pivot Tables for Accountants

Brian Tankersley

K2 Enterprises

$250

$300

8/16/23

Finance Business Partnering: Successful Business Models and Strategic Choices

Lance Radziej

AICPA

$164

$189

8/17/23

Critical Issues That CPAs in Industry Will Need to Face This Year

Jason Carney

Surgent McCoy

$164

$189

8/21/23

Current and Upcoming FASB Issues

Kurt Oestricher

AICPA

$95

$110

8/22/23

Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers

Jay Giannantonio

Surgent McCoy

$164

$189

8/25/23

Breaking Down the New Auditor’s Reporting Suite of Standards for NonERISA Engagements

Leah Donti

AICPA

$260*

$310

8/28/23

Audits of ERISA Plans, With a Focus on 401(k) Plans

Randy Dummer

AICPA

$260*

$310

8/29/23

Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools

Arthur Werner

Werner-Rocca Seminars, Ltd.

$250

$300

8/30/23

Employee Stock Options: What Financial Professionals Should Know When Advising Their Clients

Arthur Auerbach

Surgent McCoy

$95

$110

9/7/23

Audits of 401(k) Plans: New Developments and Critical Issues

Martha Lindley

Surgent McCoy

$260

$310

9/7/23

Creative Strategies for Buying, Selling, or Gifting a Business

Arthur Werner

Werner-Rocca Seminars, Ltd.

$189

$164

9/11/23

IRS Tax Examinations and Hot Issues

Michael Reilly

Surgent McCoy

$164

$189

9/11/23

CFO - Big Picture Mega-Trends and Risks

Bob Mims

The Knowledge Institute

$260

$310

9/12/23

Finance Business Partnering: Communicating and Influencing for Optimum Engagement

Rebeka Mazzone

AICPA

$164

$189

9/13/23

Controller/CFO Update: Hot Topics Facing Today’s Financial Professional

Art Pulis

Surgent McCoy

$164

$189

9/14/23

Internal Control Changes for Telecommuting Workers

Karl Egnatoff

Taymes LLC

$95

$110

9/14/23

Top Business Tax Planning Strategies

Charles Borek

Surgent McCoy

$95

$110

September

*Early-bird pricing available for classes when registering at least two weeks in advance. (Excludes 4-hour courses and core training courses).

U A C PA N AV I G AT O R 2 0 2 3

DATE

CPE

COURSE TITLE

INSTRUCTOR

VENDOR

NONMEMBER MEMBER FEE* FEE

September 9/15/23

Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times

Jason Carney

Surgent McCoy

$95

$110

9/15/23

Keeping Organization Assets Safe

Karl Egnatoff

Taymes LLC

$95

$110

9/20/23

A Practical Guide to Trusts

Arthur Werner

Werner-Rocca Seminars, Ltd.

$250

$300

9/20/23

Small-Business Accounting, Audit, and Attest Update

Hunter Cook

Surgent McCoy

$164

$189

9/20/23

K2’s Budgeting and Forecasting Tools and Techniques

Steven Yoss

$275

$375

9/21/23

Advanced Taxation LLCs & Partnerships

Deborah Phillips

AICPA

$250*

$310

9/21/23

Top PDF Features You Should Know

Steven Yoss

$180

$205

9/21/23

K2’s Securing Your Data - Practical Tools for Protecting Information

Steven Yoss

$180

$205

9/22/23

K2’s Small Business Accounting Shootout

Steven Yoss

$180

$205

9/22/23

K2’s Advanced QuickBooks Tips and Techniques

Steven Yoss

$180

$205

9/25/23

The Most Critical Challenges in Governmental Accounting Today

Philip Marciano

Surgent McCoy

$164

$189

9/27/23

Conducting a Remote Audit

Daryl Krause

AICPA

$164

$189

9/28/23

Estate Planning for 2023 and Beyond

Arthur Werner

Werner-Rocca Seminars, Ltd.

$250

$300

10/4/23

Operations Level Internal Control

Karl Egnatoff

Taymes LLC

$164

$189

10/10/23

CFO - Planning for the Long Term

Anita Layton

The Knowledge Institute

$260

$310

10/11/23

Current Developments and Best Practices for Today’s CFOs and Controllers

Art Pulis

Surgent McCoy

$260

$310

10/12/23

Advanced Audits of 401 (k) Plans: Best Practices and Current Developments

Robert Bedwell

Surgent McCoy

$260

$310

10/17/23

Advanced Tax Planning for S Corporations

Brian Greenstein

AICPA

$260

$310

10/17/23

Annual FASB Update and Review

Hunter Cook

Surgent McCoy

$164*

$189

10/17/23

CFO - Preparing for Change

Brian Maturi

The Knowledge Institute

$260

$310

10/18/23

Performing Single Audits Under the Uniform Guidance for Federal Awards

Martha Lindley

Surgent McCoy

$260

$310

10/19/23

The Best S Corporation, Limited Liability, and Partnership Update Course

Michael Reilly

Surgent McCoy

$260

$310

October

10/19/23

K2’s An Accountant’s Guide to Blockchain and Cryptocurrency

Steve Yoss

K2 Enterprises

$164

$189

10/19/23

K2’s Case Studies in Fraud and Technology Controls

Steve Yoss

K2 Enterprises

$164

$189

10/20/23

Federal Tax Update Individuals with Greg & George

Gregory White

Cutting Edge Tax Strategies

$175

$200

10/20/23

2023 Federal Tax Update Business with Greg & George

Gregory White

Cutting Edge Tax Strategies

$175

$200

10/23/23

K2’s Microsoft Teams

Mac McClelland

$180

$205

10/23/23

K2’s Working Remotely - The New Normal

Mac McClelland

$180

$205

10/24/23

K2’s Biggest Security and Privacy Concerns

Mac McClelland

$180

$205

10/24/23

K2’s Technology Update

Mac McClelland

$180

$205

10/24/23

A Practitioner’s Guide to IRAs and Qualified Retirement Plans

Arthur Werner

Werner-Rocca Seminars, Ltd.

$250

$300

U A C PA N AV I G AT O R 2 0 2 3

DATE

CPE

COURSE TITLE

INSTRUCTOR

VENDOR

NONMEMBER MEMBER FEE* FEE

October Continued 10/24/23

Finance Business Partnering: Techniques for Effective and Impactful Communications

Lance Radziej

AICPA

$164

$189

10/24/23

A Financial Statement Disclosures: A Guide fo rSmall and MediumSized Businesses

Hunter Cook

Surgent McCoy

$164

$189

10/25/23

How Fraud Can Affect Smaller Organizations

Karl Egnatoff

Taymes LLC

$164

$189

10/25/23

PreparingSchedules K-2 and K-3: Critical Update for Reporting ForeignRelated Tax Information for Partnerhships and S Corporations

Dennis Riley

Surgent McCoy

$115

$130

10/25/23

K2’s Best Word, Outlook, and PowerPoint Features

MacMcClelland

$180

$205

10/26/23

Current Audit Environment and ASB Activity

Michael Brand

AICPA

$95

$110

10/27/23

Choice and Formation of Entity

Charles Borek

AICPA

$164

$189

10/30/23

Tax Research I

David Peters

AICPA

$164

$189

10/30/23

Tax Research II

David Peters

AICPA

$164

$189

10/31/23

Reviewing Individual Tax Returns: What Are You Missing?

David Peters

AICPA

$164

$189

10/31/23

Reviewing Partnership Tax Returns: What Are You Missing?

David Peters

AICPA

$164

$189

10/31/23

Guide to Payroll Taxes and 1099 Issues

Arthur Auerbach

Surgent McCoy

$164

$189

11/1/23

Introduction to Forensic Accounting

Robert Wells

Surgent McCoy

$164

$189

11/2/23

Form 990: Best Practices for Accurate Preparation

Robert Lyons

AICPA

$260*

$310

11/6/23

Enterprise Risk Management Concepts and Strategy for Small and Medium-Sized Compnies

Ronald Kral

Surgent McCoy

$164

$189

11/6/23

Protecting Digital Data - More Important Now Than Ever Before

Karl Egnatoff

Taymes LLC

$164

$189

11/7/23

Contract Accounting and Lease Accounting and Their Impact on Construction Contractors

Eugene Ristaino

AICPA

$164

$189

11/7/23

Federal Tax Update Individuals with Greg & George

Gregory White

Cutting Edge Tax Strategies

$175

$200

11/7/23

Federal Tax Update Business with Greg & George

Gregory White

Cutting Edge Tax Strategies

$175

$200

11/8/23

Social Security and Medicare: Maximizing Retirement Benefits

Andrew Blum

AICPA

$164

$189

11/8/23

Surgent’s Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions

Dennis Riley

Surgent McCoy

$260

$310

11/9/23

Limited Liability Companies: Losses, Liquidations, Terminations, Continuations, and Sales

Arthur Auerbach

Surgent McCoy

$164

$189

11/10/23

CFO - Skills for 2023 and Beyond

11/10/23

Federal Tax Update - Individual & Business Current Developments

11/13/23

11/14/23

11/15/23

Evaluating Fraud Risk in a Financial Statement Audit

11/16/23

Maximize Social Security Benefits

11/16/23

Becoming a Tax Ninja: Loss Limitations - Basis, At-risk, Passive Activity and 461 (I)

11/17/23

NOVEMBER

Bob Mims

The Knowledge Institute

$260

$310

J Patrick Garverick

The Tax U

$325

$375

Advanced Partnership Taxation with Greg & George

Gregory White

Cutting Edge Tax Strategies

$325

$375

S Corporations - Planning and Tax Strategies

Greogry White

Cutting Edge Tax Strategies

$325

$375

Ken Levine

Surgent McCoy

$164

$189

Gregory White

Cutting Edge Tax Strategies

$95

$110

Gregory White

Cutting Edge Tax Strategies

$95

$110

Estate Planning - Business Issues

Arthur Werner

Werner-Rocca Seminars, Ltd.

$250

$300

11/17/23

Introduction to Business Acquisitions

Bruce Nelson

AICPA

$260*

$310

11/20/23

International Taxation

Adan Islam

AICPA

$260*

$310

11/20/23

Guide and Update to Compilations, Reviews, and Preparations

Robert Wells

Surgent McCoy

$164

$189

U A C PA N AV I G AT O R 2 0 2 3

DATE

CPE

COURSE TITLE

INSTRUCTOR

NONMEMBER MEMBER FEE* FEE

VENDOR

November continued 11/21/23

Preparation and Compilation Engagements Under the SSARS

Robert Wells

Surgent McCoy

$164

$189

11/21/23

The Complete Guide to Estate Administrations

Arthur Werner

Werner - Rocca Seminars, Ltd.

$250

$300

11/29/23

K2’s Business Continuity - Best Practices for Managing the Risks

Brian Tankersly

$275

$375

11/30/23

K2’s Excel Tips, Tricks, and Techniques for Accountants

Brian Tankersly

$275

$375

11/30/23

Common Deficiencies in SSARS Engagement

Melissa Galasso

Galasso Learning Solutions

$164

$189

12/1/23

Hottest Tax Topics for 2022

William Murphy

AICPA

$260*

$310

12/1/23

K2’s Advanced Excel

Brian Tankersly

$275

$375

12/4/23

Annual Update for Defined Contribution Plans

Joann Cross

Surgent McCoy

$95

$110

12/4/23

Lease Accounting: The Impact of Changing Standards on Both Lessors and Lessees

Joann Cross

Surgent McCoy

$95

$110

12/5/23

Government GAAP Update

Melisa Galasso

Galasso Learning Solutions

$95

$110

12/5/23

Financial and Estate Planning Techniques of Charitable

Arthur Werner

Werner-Rocca Seminars, Ltd.

$250

$300

12/6/23

Government and Nonprofit Frauds and Controls to Stop Them

Diane Edelstein

Surgent McCoy

$164

$189

12/6/23

The Best Estate and Financial Planning Topics of 2023

Arthur Werner

Werner-Rocca Seminars, Ltd.

$250

$300

12/6/23

K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools

Mac McClelland

$275

$375

12/7/23/

K2’s Excel PivotTables for Accountants

Mac McClelland

$275

$375

12/7/23

Advanced Income Tax Accounting

Robert Bedwell

AICPA

$260*

$310

12/7/23

Applying the Yellow Book to a Financial Statement Audit

Diane Edelstein

Surgent McCoy

$164

$189

12/8/23

K2’s Microsoft 365/Office 365 - All the Things You Need to Know

Mac McClelland

$275

$375

12/11-12/23

S Corporations: Hot Issues of 2023

Robert Jamison

Robert W Jamison CPA

$450

$500

12/11/23

CFO - Staying Ahead in a Dynamic Economy

Robert Berry

The Knowledge Institute

$260

$310

12/11/23

Federal Tax Update - Individuals (Form 1040)

J Patrick Garverick

The Tax U

$325

$375

12/12/23

Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)

J Patrick Gaverick

The Tax U

$325

$375

12/13/23

Project Management for Finance Professionals

Art Pulis

Surgent McCoy

$260

$310

December

12/14/23

Federal Tax Update Individual with Greg & George

Gregory White

Cutting Edge Tax Strategies

$175

$200

12/14/23

Federal Tax Update Business with Greg & George

Gregory White

Cutting Edge Tax Strategies

$175

$200

Samuel Monastra

Surgent McCoy

$95

$110

Joann Cross

AICPA

$260*

$310

12/14/23

Lessons Learned from Successful Companies

12/15/23

Annual Update and Practice Issues for preparation, Compilation, and Review Engagements

12/15/23

CFO - Today’s Staff Retention and Accounting

Steve Bousson

The Knowledge Institute

$260

$310

12/18/23

K2’s Next Generation Excel Reporting

Brian Tankersly

$275

$375

12/19/23

Working Paper Documentation

Charles Borek

AICPA

$95

$110

12/19/23

Section 199A: Schedule K-I Reporting by Relevant Pass-Through Entities

Arthur Auerbach

Surgent McCoy

$164

$189

12/19/23

K2’s Ethics and Technology

Brian Tankersly

$180

$205

12/19/23

K2’s Artificial Intelligence for Accounting and Financial Professionals

Brian Tankersly

$180

$205

12/20/23

K2’s Working Remotely - The New Normal

Brian Tankersly

$180

$205

12/20/23

K2’s Everything Google! Their Most Effective Tools, Apps & Services

Brian Tankersly

$180

$205

12/20/23

IRS Disputes

Arthur Auerbach

AICPA

$164

$189

12/20/23

S Corporations: Advanced Workshop

Robert Jamison

Robert W Jamison CPA

$260

$310

12/21/23

Starting Small Business: What Every Trusted Advisor and Entrepreneur Needs to Know

Arthur Pulis

Surgent McCoy

$95

$110

U A C PA N AV I G AT O R 2 0 2 3

membership 14

U A C PA N AV I G AT O R 2 0 2 3

MEMBERSHIP OVERVIEW WHERE WE WORK Trial Member 2.2%

Non-CPA Affiliate 2.2%

Non-Resident 1.8% Other 7.1%

Student Affiliate 31.4%

Retired 3.2%

4,142 MEMBERS

Government 4.5% Education 5.3% Legal <1%

General Industry 26.4% Fellow Member 53.4%

Life Member 6.6%

Public Accounting 56%

AGE

GENDER 70-79 6.5%

Female 24.7%

80-89 2%

20-29 22.1%

60-69 14.2%

Male 75.3%

0-20 <1%

90+ <1%

30-39 18.9%

50-59% 14.9% 40-49 20.3%

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RESOURCES PUBLICATIONS The Journal Entry: Published quarterly, this glossy magazine is delivered directly to your mailbox. The Navigator: This late summer publication highlights the fall CPE schedule and provides insight of all the things the UACPA does.

ENEWSLETTERS eNetwork and CPE Connect: These eblasts comes out the 1st and 15th of every month, respectively. Both highlight news and events for Utah’s CPAs. Member Alerts and Other eblasts: As breaking news happens, we make sure you are the first to know about things that impact the work you do.

CAREER CENTER Find top job candidates for openings at your company. Members can post jobs for no charge. For questions or support, contact Amy Spencer, as@uacpa.org.

UACPA KNOWLEDGE HUB Our library of free downloadable content includes white papers, webinars, product guides, case studies, industry analysis and much more, provided by experts and vendors within the accounting industry.

uacpa.org/jobs

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uacpahub.org

EVENTS

AWARDS AND GOLF INAUGURATION TOURNAMENT

The awards banquet is held yearly to celebrate newly licensed CPAs and outstanding members who deserve recognition for their work.

The annual golf tournament helps raise funds for the Utah CPA Education Foundation and supports students working towards careers in accounting.

MEMBER DISCOUNTS

UACPA members can take advantage of special pricing on products and services geared toward CPAs.

uacpa.org/benefits

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ADVOCACY The UACPA advocates for the profession and the issues impacting members. We represent CPAs through various legislative and regulatory agencies in Utah and engage our members in meaningful political activities. The UACPA provides information and education to federal, state and local policymakers on key issues.

THE UTAH CPA PAC The UACPA represents the profession at the legislature and promotes the value of the CPA while maintaining a healthy and proactive relationship with Utah’s lawmakers. The Utah CPA PAC is a nonpartisan, member-managed organization representing the profession in Utah. This group determines what issues and matters rise to significance for the business community and the profession. Lobbyists: UACPA lobbyist represent us at a legislative level. We frequently engage members to provide feedback through surveys or invitiation to special tax forces related to an issue.

THE UTAH CPA EDUCATION FOUNDATION The Utah CPA Foundation was established to support a variety of initiatives including encouraging advancement, supporting gatherings of new professionals and providing financial assistance to those pursuing accounting and business education. Help secure the future of the profession through education and advocacy.

CPA PIPELINE

High school students learn about majoring in accounting with the UACPA’s partnerships through Utah’s colleges and universities. Money Camp at Weber State University brings students together for a college experience where they stay in the dorms, learn about careers from CPAs and play games that connect them to business concepts.

uacpa.org/advocacy

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EMERGING PROFESSIONALS COUNCILS & COMMITTEES The Emerging Professionals Council was formed to provide networking opportunities, leadership skills, and social events for members licensed within the past 10 years. This group helps build a community among colleagues to support each other on their career paths.

LEADERSHIP ACADEMY New professionals gain new skills and tools to propel them into the future as leaders through this intensive and rewarding retreat. Every year, 20 attendees are selected to be a part of this exclusive group where leadership foundations and relationships are built.

uacpa.org/emergingprofessionals

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VOLUNTEER Invest in your community, profession, and yourself by giving back The UACPA committees and task forces are essential to improving the profession in Utah. They assist in achieving the objectives of the UACPA’s strategic plan and contribute significantly to the growth and development of the organization. Working with staff liaisons, committees have a responsibility to promote and communicate activities with UACPA members. Volunteers can choose which committees to participate in or submit their names to be considered for appointed positions.

VOLUNTEER FAQS Who Can participate? Committees are open to all members in good standing. No prior committee experience is required, but it is recommended for those on appointed committees. How Often Do Committees Meet? Commitments vary from 2 – 4 meetings per year. How Long is My Term? Each volunteer position is April 1 through March 31. When I can I sign up to Volunteer? You can sign up to volunteer at any time, but most committees will be meeting year round. Applications for each year’s committees open in March. How can I sign up for a committee ? Sign up for a committee or chapter on the UACPA website or email us at mail@uacpa.org. How can I join an “by appointment only” committee? If you are interested in an appointed position, contact Amy Spencer, as@uacpa.org

COMMITTEES Volunteer Committees • Annual Conference Committee • Busines & Industry Council • DEI – Diversity, Equity & Inclusion Committee • Golf Tournament Committee • Non-profit Committee • State and Local Government Conference Committee • Tax Issues Committee Chapter Leadership • Downtown Chapter • Cache Valley Chapter • Cedar Breaks Chapter • Color Country Chapter • Mountain Chapter • Northern Chapter • Southern Chapter • Uintah Basin Chapter Appointed Positions • Leadership & Nominating Committee • Awards Committee • Emerging Professionals Council • Utah CPA PAC Committee • Federal Key Person • Utah CPA Foundation • Investment Committee • Audit Committee

uacpa.org/volunteer

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COMMITTEES Connect with a group that benefits from your skills and interests Annual Conference Committee Committee members plan the two-day conference traditionally held in December. Business & Industry Council Committee members plan tours of local businesses and lunches with likeminded professionals. They also plan the conference held in September. Chapters (See Page 7) Support the CPAs within your geographic effort through networking, CPE, grassroots efforts and representing the profession in your area. DEI (Diversity, Equity & Inclusion) Explore issues and make recommendations regarding diversity and inclusion in recruitment to the profession and to the UACPA.

LEADERSHIP COUNCIL Leadership Council guides the UACPA and brings together leaders to learn about topics facing the profession, exchange ideas and support each other. Twice a year, this group meets for a half-day event where members have the opportunity to network and earn CPE while empowering them as leaders in the profession. Who is Leadership Council? Leadership Council encompasses all leaders throughout the UACPA. This group includes board members, committee and chapter leadership, past presidents, campus ambassadors, educators and Leadership Academy alumni.

Golf Tournament Committee Committee organizes and administers the annual golf tournament to raise funds and awareness for the Utah CPA Foundation. Non-Profit Committee Committee members discuss issues in the non-profit sectors and plan the annual Non-Profit Conference. State and Local Government Conference Committee Committee members plan the one-day conference traditionally held in May. Tax Issues Committee Committee monitors information and guidance to on tax laws, programs and regulations.

uacpa.org/committees

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BOARD The 2023 - 2024 board members are committed to driving the UACPA forward.

Dustin Wood, CPA President

Jason Tomlinson, CPA President-Elect

Dan Frei, CPA Vice President

Mark Anderson, CPA Treasurer

Shalaun Howell, CPA Secretary

Ariane Gibson, CPA Emerging Professionals

Annette Anderson, CPA Member-at-large

Marci Butterfield, CPA Member-at-large

Stacy Weight, CPA AICPA Council

Ray Langhaim, CPA Immediate Past President

Amy Spencer Communications and Marketing Director

Tom Horn, CPA Finance Director

STAFF

Susan Speirs, CPA CEO

April Deneault Membership and CPE Director

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THE UACPA’S STRATEGIC PLAN Beginning in October 2019, the Strategic Planning Advisory Committee held meetings to create a five-year strategic plan to provide focus and allow each member of the organization to see how they can impact its most important priorities. The committee determined the top four strategic imperatives are advocacy, membership development, member engagement and the CPA pipeline. Through four strategic imperatives, our plan will help guide us to a positive future of the profession.

Advocacy

Recognized as the most trusted voice for Utah accounting professionals through quality advocacy efforts.

Member Development

Develop a strong membership base through increased partnerships with other organizations to provide expanded CPE and networking opportunities

Member Engagement

Foster member engagement by establishing the UACPA as the professional home and key networking resource for accountants in Utah.

CPA Pipeline

Parter with educational institutions and employees to attract bright, capable high integrity students to accounting and encourage them to become CPAs.

MISSION, VISION VALUES MISSION The UACPA Leadership supports and challenges members through advocacy, professional education, leadership development, networking, and community service, to help them succeed in a competitive and changing world.

VISION At the UACPA, our vision is to be a world-class professional association essential to our members. We unite a vibrant community of CPAs to enhance the success of our members and champion the values of the profession; Integrity, Competency, and Objectivity.

VALUES Advocacy: The UACPA represents the profession at the legislature and other regulatory bodies and promotes the value of the CPA to employers, the business community, and the public at large. Leadership & Service: The UACPA provides leadership and service within the profession, within the UACPA and within the community. Professional Development: The UACPA supports and encourages continuing education and leadership development. Professional Community: The UACPA reinforces peer accountability to encourage members to maintain integrity and high ethical standards. We provide memberto-member networking opportunities and networking opportunities with other professions. We value belonging to a distinguished organization and believe that we serve as the primary resource and point of contact for Utah CPAs. Diverse Population Outreach: The UACPA believes in reaching out to under-represented populations, those returning to the profession or choosing it as a second career, and other professions.

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Nonprofit Org. U.S. Postage PAID Salt Lake City, UT Permit No. 1996

UTAH ASSOCIATION OF CPAS 15 W. SOUTH TEMPLE, STE 1625 SALT LAKE CITY, UT 84101

ANNUAL

CONFERENCE DECEMBER 7 - 8

| 8 AM – 4 PM

SHERATON HOTEL & VIRTUAL OPTION 16 HOURS CPE