June, 2009 - All Courses
  
  

Monday Tuesday Wednesday Thursday Friday
 01 

Estate and Gift Tax Basics
8:30 a.m.-4:30 p.m.
(Merric)
 02 
Investment Strategies for High Net Worth Clients
8:30 a.m.-12:00 p.m.
(Mattern)

Nonqualified Deferred Compensation and §409A
1:00-4:30 p.m.
(Brammer)
 03 
 04 
Reverse Mortgages
8:30 a.m.-12:00 p.m.
(Watson)

Time Management: How It Affects the Way You Work
1:00-4:30 p.m.
(Walston)
 05 

Advanced Partnership & LLC Tax Problems
8:30 a.m.-4:30 p.m.
(Gelt)
 08 

Accounting & Auditing Update for Accounting Professionals (non-SEC)
8:30 a.m.-4:30 p.m.
(Wille/Hein)
 09 

Financial Statement Presentation and Disclosures (non-SEC)
8:30 a.m.-4:30 p.m.
(Wille)
 10 
Estate Planning Tools
8:30 a.m.-4:30 p.m.
(Merric)

QuickBooks: Making the Most of Intuit Statement Writer
1:00-4:30 p.m.
(Sudbeck)
 11 

Behavioral Finance: Psychology and Economics in Investing
8:30 a.m.-4:30 p.m.
(Roth)
 12 

S Corporation Tax Workshop
8:30 a.m.-4:30 p.m.
(Vogel)
 15 
Estate Strategies
8:30 a.m.-4:30 p.m.
(Merric)

QuickBooks: Common Mistakes Clients Make and How to Fix Them
1:00-4:30 p.m.
(Sudbeck)
 16 
 17 
 18 
Communication Preferences: How to Communicate with People from Another Planet
8:30 a.m.-12:00 p.m.
(Walston)

QuickBooks: Project and Job Costing
1:00-4:30 p.m.
(Sudbeck)
 19 

Fiduciary Tax Workshop
8:30 a.m.-4:30 p.m.
(Vogel)
 22 

Consolidated Tax Returns Workshop
8:30 a.m.-4:30 p.m.
(Kozik)
 23 
Exempt Organization Annual Reporting to the IRS: Form 990 and Related Schedules
8:30 a.m.-12:00 p.m.
(Haeck)

Personality Models: An Introduction to the Enneagram, Nine Ways of Living and Working
1:00-4:30 p.m.
(Walston)
 24 

Sales & Use Taxes
8:30 a.m.-4:30 p.m.
(Kozik/Nelson/Anderson)
(Kozik/Nelson)
 25 

Oil & Gas Tax: Fundamentals
8:30 a.m.-4:30 p.m.
(Tripp)
 26 

Partnership & LLC Tax Workshop I
8:30 a.m.-4:30 p.m.
(Vogel)
 29 
Form 5500 Return Preparation
8:30 a.m.-12:00 p.m.
(Starr)

Colorado Rules and Regs
3:30-5:15 p.m.
(Saltzman)
 30 

Governance Responsibilities in the Not-for-Profit Sector
8:30 a.m.-12:00 p.m.
(Haeck)

May, 2009
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11 12 13 14 15
18 19 20 21 22
25 26 27 28 29
June, 2009
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08 09 10 11 12
15 16 17 18 19
22 23 24 25 26
29 30
July, 2009
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06 07 08 09 10
13 14 15 16 17
20 21 22 23 24
27 28 29 30 31
August, 2009
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10 11 12 13 14
17 18 19 20 21
24 25 26 27 28
31
September, 2009
Mon Tue Wed Thu Fri
01 02 03 04
07 08 09 10 11
14 15 16 17 18
21 22 23 24 25
28 29 30
October, 2009
Mon Tue Wed Thu Fri
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05 06 07 08 09
12 13 14 15 16
19 20 21 22 23
26 27 28 29 30
November, 2009
Mon Tue Wed Thu Fri
02 03 04 05 06
09 10 11 12 13
16 17 18 19 20
23 24 25 26 27
30
December, 2009
Mon Tue Wed Thu Fri
01 02 03 04
07 08 09 10 11
14 15 16 17 18
21 22 23 24 25
28 29 30 31
January, 2010
Mon Tue Wed Thu Fri
01
04 05 06 07 08
11 12 13 14 15
18 19 20 21 22
25 26 27 28 29
February, 2010
Mon Tue Wed Thu Fri
01 02 03 04 05
08 09 10 11 12
15 16 17 18 19
22 23 24 25 26

2009 PROGRAM
May, 2009Current MonthJuly, 2009
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  June, 2009
  All Courses


1
Estate and Gift Tax Basics
2
Investment Strategies for High Net Worth Clients
Nonqualified Deferred Compensation and §409A
4
Reverse Mortgages
Time Management: How It Affects the Way You Work
5
Advanced Partnership & LLC Tax Problems
8
Accounting & Auditing Update for Accounting Professionals (non-SEC)
9
Financial Statement Presentation and Disclosures (non-SEC)
10
Estate Planning Tools
QuickBooks: Making the Most of Intuit Statement Writer
11
Behavioral Finance: Psychology and Economics in Investing
12
S Corporation Tax Workshop
15
Estate Strategies
QuickBooks: Common Mistakes Clients Make and How to Fix Them
18
Communication Preferences: How to Communicate with People from Another Planet
QuickBooks: Project and Job Costing
19
Fiduciary Tax Workshop
22
Consolidated Tax Returns Workshop
23
Exempt Organization Annual Reporting to the IRS: Form 990 and Related Schedules
Personality Models: An Introduction to the Enneagram, Nine Ways of Living and Working
24
Sales & Use Taxes
25
Oil & Gas Tax: Fundamentals
26
Partnership & LLC Tax Workshop I
29
Colorado Rules and Regulations
Form 5500 Return Preparation
30
Governance Responsibilities in the Not-for-Profit Sector

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