BUCKLE UP FOR YOUR MEMBERSHIP ROAD TRIP
Forget scenic detours, this road trip through UACPA membership will elevate your experience in the profession. Gear up for exclusive discounts on CPE courses, fuel your career with leadership development, and network with fellow travelers at chapter events. Let your UACPA membership benefits co-pilot you to a fulfilling career.
ADVOCACY
UACPA champions CPAs in the legislature, NASBA, DOPL and beyond, advocating for the profession’s value.
LEADERSHIP DEVELOPMENT
Sharpen your skills and become a better leader. Our exclusive Leadership Academy retreat awaits new CPAs who want to serve and give back.
BREAKING NEWS + COMMUNICATION
Never miss a beat! Regular email updates and our quarterly publication, the Journal Entry, keep you in the loop.
CPE
Members save on all CPE (webinars, conferences, events), plus get Utah’s free Laws & Rules credit ($125 value).
2024 CPE
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
Managing Editor
Amy Spencer as@uacpa.org
2024 - 2025
UACPA Executive Board
President: Jason Tomlinson, CPA
President-Elect: Dan Frei, CPA
Vice President: Amy Anholt, CPA
Treasurer: David Peaden, CPA
Secretary: Shalaun Howell, CPA
Member-at-Large: Clinton Armstrong, CPA
Member-at-Large: Marci Butterfield, CPA
Emerging Professionals: Ariane Gibson, CPA
Immediate Past President: Dustin Wood, 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
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
Where do I report my CPE? As of 2024, Utah CPAs will report through CPE Audit Service at cpeauditservice.com. Learn how to set up your account and log your hours at uacpa.org/reportingcpe.
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 the 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.
Every
What classes can I take to fulfill this new requirement? year, the UACPA produces an updated 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.
WELCOME
Whether you are a brand new CPA or a seasoned UACPA member, we welcome you to the 2024-2025 edition of our CPE catalog and membership directory. Every year we look forward to showcasing our robust CPE schedule and reminding you of the array of benefits you get by being a member.
Plan your fall learning by exploring our list of classes, conferences and even free CPE options. Not seeing exactly what you want? Refine your search at uacpa.org/cpe to find more than 12,000 webinars and on-demand courses.
Member benefits and learning come together with our free CPE series in specific categories for Business and Industry Lunch and Learns, Tech Talks, the Lecture Series and — new this year — the Artificial Intelligence Series. One of our most popular member benefits is the free Utah Laws & Rules course that you can watch at any time. This required course (a $125 value) is required for Utah CPAs.
Please take a moment to reacquaint 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 members.
We hope you will keep this guide handy and maximize your UACPA membership.
Sincerely,
Susan
Speirs,
CPA, CGMA
CEO, Utah Association of CPAs ss@uacpa.org | 801.834.6635
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.
UACPA Conferences & 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
The following conferences are held annually and curated by volunteer members of the UACPA.
MAY 10
Time: 8 a.m. – 4 p.m.
Location: Little America Hotel
CPE: 8 hours
CHAPTERS CONFERENCES
DECEMBER 12 - 13
State & Local Government Conference Annual Conference
Annual Conference
Time: 8 a.m. – 4 p.m.
Location: Live & Virtual
CPE: 16 hours
Rocky Mountain Technology Conference
DECEMBER 19 - 20
Time: 8 a.m. – 4 p.m.
Location: Virtual
CPE: 16 hours
Spanning Utah’s major cities and surrounding regions, the UACPA’s chapters provide CPAs with opportunities to connect with peers at local meetings.
CACHE VALLEY
Northern Utah and Logan
COLOR COUNTRY
St. George
CEDAR BREAKS
Cedar City
DOWNTOWN
Salt Lake City
MOUNTAIN
Park City and Heber
NORTHERN
Ogden and Brigham City
SOUTHERN
Provo and Orem
UINTA BASIN
Vernal and Roosevelt
FREE CPE
BUSINESS & INDUSTRY SERIES
The Business & Industry council offers monthly programs with speakers and business tours on timely topics.
• More Dates TBA
TECH TALKS
Sharpen your tech skills with this monthly series that explores cutting-edge developments with expert insights and a live Q&A.
• Aug. 20 – Managed Detection & Response
• Sept. 17 – Modernized IT Infrastructure
• Oct. 15 – TBD
• Nov. 19 – TBD
• Jan. 21– TBD
LECTURE SERIES AI SERIES
Unleash the power of AI and explore the fascinating world of artificial intelligence. This series covers its foundations to real-world applications.
• Sept. 12 – Introduction to AI & Key Vendors
• Oct. 1 – Automation in Finance: RPA vs. APA vs. AI
• Nov. 14 – Ethical Use: The Ultimate guide
• Dec. 12 – AI Application in Finance for Better Pricing
• Jan. 9 – Workshop on AI and RPA in Tax and M&A
The lecture series tackles critical topics for accountants, from tax updates to emerging technologies. Gain insights, earn CPE credit, and connect with industry leaders.
• Aug. 14 – UACPA Update
• More Dates TBA
Utah Laws Rules and
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 ($125 value).
UACPA Virtual Courses
Membership Guide
2024 MEMBERSHIP OVERVIEW
MEMBER CATEGORIES
Numbers do not include those who left the fields blank.
RESOURCES
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.
PUBLICATIONS
The Journal Entry: Published quarterly, this glossy magazine is delivered directly to your mailbox.
The Navigator: Published in the summer, this guide highlights the fall CPE schedule and provides an overview of UACPA membership.
Network virtually on the UACPA’s private social network, CONNECT. All UACPA members are included in the Open Forum. This space can be used to ask questions, share tips or find pressing news.
connect.uacpa.org
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.org/jobs
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.
AWARDS AND INAUGURATION
The awards banquet is held yearly to celebrate newly licensed CPAs and outstanding members who deserve recognition for their work.
GOLF TOURNAMENT
The annual golf tournament helps raise funds for the Utah CPA Education Foundation and supports students working towards careers in accounting.
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 invitation 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.
Currently, the Foundation is working with our universities and high schools to create programs that will increase students majoring in accounting.
THE CPA PIPELINE
High school students explore accounting majors through the UACPA’s partnerships through Utah’s colleges and universities.
Money Camp at Weber State University offers students a college experience, where they stay in the dorms, learn about accounting careers with CPAs, and play games that connect them to business concepts.
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
EMERGING PROFESSIONALS NETWORKING EVENTS
Develop new skills and tools to propel you into the future as a leader 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.
CAMPUS AMBASSADORS
The UACPA is represented at every University campus in Utah with ambassadors who coordinate events, including the annual student conference.
Connect with new professionals facing the similar situations through networking events. Past events have included lunch at Top Golf, movie nights and Salt Lake Bees games.
NEW CPA INAUGURATION
New CPAs are recognized at this event where celebrates their licensure and joining an elite group of professionals. This celebration is paired with the UACPA’s annual award recognition banquet every year in the fall.
VOLUNTEER COMMITTEES
Invest in your community, profession, and yourself by giving back
Committees and task forces drive the UACPA forward. They help achieve strategic goals, foster growth, and enhance the accounting profession in Utah. All committees have a staff liaison.
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 at uacpa.org/committees or by emailing the membership team 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
Volunteer Committees
• Annual Conference Committee
• Business & Industry Council
• DEI – Diversity, Equity & Inclusion Committee
• Golf Tournament Committee
• Educators Committee
• Mentoring Committee
• Non-profit Committee
• PAC Committee
• Pipeline Committee
• SALT Committee
• State and Local Government Conference Committee
• Tax Issues Committee
Chapter Leadership
• See all chapters on page 7
Appointed Positions
• Awards Committee
• Audit Committee
• Campus Ambassadors
• Educator Committee - State Board of Accountancy
• Emerging Professionals Council
• Executive Board
• Federal Key Person
• Investment Committee
• Leadership & Nominating Committee
• Leadership Council
• Utah CPA PAC Committee
• Utah CPA Foundation
COMMITTEES
Connect with a group that will benefit 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 like-minded 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.
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.
LEADERSHIP COUNCIL
Leadership Council provides guidance to the UACPA and brings together leaders to discuss issues facing the profession and learn about pressing topics. Twice a year, this group meets for a half-day event for networking and CPE.
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.
BOARD + UACPA STAFF
STRATEGIC PLAN
THE UACPA’S STRATEGIC PLAN
Every five years, the UACPA revisits its strategic plan to realign our focus, drive membership initiatives, and ensure the profession’s sustainability.
The new plan will be launched in 2025. In the meantime, the 2021 plan continues to shape the organization’s priorities to maximiize our impact.
Guided by four strategic imperatives, our plan helps us steer the profession toward a positive future.
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
Partner 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.
UTAH ASSOCIATION OF CPAS
15 W. SOUTH TEMPLE, STE 1625
SALT LAKE CITY, UT 84101
DECEMBER 12 - 13 | 8 AM – 4 PM 16