CPE CATALOG 2017
2017 Conferences
SAVE THE DATE ASCPA ACCOUNTING CONNECTION CONFERENCE
June 8 & 9, 2017 Montgomery Renaissance Hotel and Spa
e t o n e Sid from ASCPA
ASCPA is excited to provide you with a new catalog of our 2017 course offerings.
SUMMER EDUCATION CONFERENCE
Partnership with Louisiana Society of CPAs AND Florida Institute of CPAs July 17-21, 2017 | Hilton Sandestin
Use our catalog to find a course or conference close to you or even at your desktop. The catalog also gives you access to helpful information on ASCPA policies and procedures, as
TECHNOLOGY CONFERENCE
August 17-18, 2017 Pelham Civic Complex
well as Society staff contact information. While this listing is comprehensive, it is subject to change. For the most up-to-date information, please check our website.
25TH ANNUAL FINANCIAL ACCOUNTING AND AUDITING CONFERENCE Partnership with Auburn University at Montgomery September 22, 2017
ASCPA is dedicated to offering the highest quality, highest value continuing education programs to our members. Your support is critical to our
30 ANNUAL GOVERNMENTAL ACCOUNTING AND AUDITING FORUM TH
December 13-14, 2017 Birmingham Marriott
success – and we truly can’t do it without your support. Start planning your CPE today – and thank you for choosing the ASCPA as your provider of continuing education!
CONTENTS 1
CONNECT AND TRAIN
Accounting Connection. . . . . . . . . . . . . . . . . . . . . 4 Tax Staff Training . . . . . . . . . . . . . . . . . . . . . . . . . . 4
2
CHOOSE YOUR LOCATION
Gulf Shores. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Huntsville. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Mobile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Montgomery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Birmingham. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Auburn. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Tuscaloosa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Dothan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
3
READ THE RULES
Policies and General Information. . . . . . . . . . . . 13
4
REGISTER FOR COURSES
ASCPA CPE Registration Form. . . . . . . . . . . . . . . 14 CPE Course Registry. . . . . . . . . . . . . . . . . . . . . . . 15
ASCPA CPE STAFF MARY MCCALLISTER
Seminar Coordinator mmccallister@ascpa.org 334.386.5763
CORENA COTTLES
Conference Coordinator ccottles@ascpa.org 334.386.5764
JESSICA ROBERTS
Education Director jroberts@ascpa.org 334.386.5766
ED DEPARTMENT
GENERAL CONTACT INFORMATION
Mailing Address P.O. Box 242987 Montgomery, AL 36124 Website: ascpa.org Email: cpe@ascpa.org
FAX: 334.834.7310
The full CPE catalog is available online at www.ascpa.org
ASCPA Accounting Connection Formerly the Annual Meeting
Thursday, June 8, 2017 and Friday, June 9, 2017 Renaissance Hotel and Spa Montgomery, Alabama
The Alabama Society of CPAs’ Annual Meeting is now Accounting Connection, a twoday event which includes a day and a half of education offerings, an expanded trade show, sessions for Young CPAs and students, and evening reception, Celebration of Success, to recognize outstanding members. The new location at the Renaissance Hotel and Spa offers more activities for families and dining at award-winning restaurants, opportunities to experience the newly revived downtown capital city, and a snapshot of where our 98-year-old organization has its roots.
ASCPA STAFF TAX TRAINING COURSES
Last year’s tax staff training courses were a huge success! We would like to invite you to send your staff to next year’s courses. Mark your calendars to join us at the ASCPA Offices for these fun, interactive classes led by the University of Alabama’s Lisa McKinney. Don’t take our word for it – read what some of last year’s participants had to say: • The best thing about the class was the professor. She knew so much about the subject and was genuinely excited to teach us worthwhile information. • The worst part was that it was too short. • She tries to keep you engaged and you can tell that she really enjoys teaching. • I thought tax training was really good… Mostly because of McKinney. She did a great job balancing in depth vs. general knowledge while moving the class along at a good pace to keep things from becoming stale and boring. • Overall I think training with McKinney is invaluable. She knows her stuff and makes it fun and interesting. Any time we can train with her, I’m in.
Dates:
4
Level 1 - 9/28 & 9/29 Level 2 - 11/13 & 11/14 Level 3 - 12/7 & 12/8
Cost: $500/person
$50 discount for registering 10 days prior to class date.
t
Yellow Book credit |
018 019 020
Employment Law Update: Reducing Employer Liability Thursday, June 22, 2017 01:00 PM | Other: 4 Instructor: Brent McClure
021
The Bottom Line on the New Lease Accounting Requirements Thursday, June 22, 2017 8:30 AM | A&A: 4 Instructor: Michael Morgan
Reviewing Partnership Tax Returns: What Are You Missing? Friday, June 23, 2017 8:30 AM | Tax: 4 Instructor: Michael Frost
022
S Corporation Taxation: Advanced Issues Thursday, June 22, 2017 8:30 AM | Tax: 4 Instructor: Michael Frost
Innovative Forecasting & Budgeting: Moving Beyond The Traditional Techniques Friday, June 23, 2017 8:30 AM | Other: 4 Instructor: Brent McClure
Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization Friday, June 23, 2017 8:30 AM | Other: 4 Instructor: Michael Morgan
023
Controller’s Update: Today’s Latest Trends Thursday, June 22, 2017 8:30 AM | Other: 4 Instructor: Brent McClure
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them Thursday, June 22, 2017 01:00 PM | A&A: 4 Instructor: Michael Morgan
Meet Your Next Migraine: Five Critical Issues that Will Confront CPAs in Industry in 2017 Friday, June 23, 2017 01:00 PM | Other: 4 Instructor: Brent McClure
024
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know Wednesday, June 21, 2017 01:00 PM | A&A: 4 Instructor: Michael Morgan
S Corporations: Compensation and Redemptions Thursday, June 22, 2017 01:00 PM | Tax: 4 Instructor: Michael Frost
Reviewing S Corporation Tax Returns: What Are You Missing? Friday, June 23, 2017 01:00 PM | Tax: 4 Instructor: Michael Frost
025
010 011
Individual Income Tax Return Mistakes And How To Fix Them Wednesday, June 21, 2017 8:30 AM | Tax: 4 Instructor: Michael Frost
012
Business and Industry Roundtable Wednesday, June 21, 2017 8:30 AM | Other: 4 Instructor: Brent McClure & Marc Hamilton
013
Internal Control: How Does It Impact an Audit? Tuesday, June 20, 2017 01:00 PM | A&A: 4 Instructor: Michael Morgan
Meet Your Next Migraine: Five Critical Issues that Will Confront Tax Public Accountants in 2017 Wednesday, June 21, 2017 01:00 PM | Tax: 4 Instructor: Michael Frost
014
007 008 009
Critical Tax Factors in Business Life Cycle Decision-Making Tuesday, June 20, 2017 01:00 PM | Tax: 4 Instructor: Michael Frost
Thriving In A Chaotic Economic Environment: Planning And Strategy Formulation For Your Organization Wednesday, June 21, 2017 01:00 PM | Other: 4 Instructor: Brent McClure
015
Lean Accounting and Management: Saving Money by Streamlining Operations Tuesday, June 20, 2017 01:00 PM | Other: 4 Instructor: Brent McClure
Preparation, Compilation, and Review Engagements: Update and Review Wednesday, June 21, 2017 8:30 AM | A&A: 4 Instructor: Michael Morgan
016
004
Accounting and Auditing Update Tuesday, June 20, 2017 8:30 AM | A&A: 4 Instructor: Michael Morgan
The Beach Club 925 Beach Club Trail Gulf Shores, AL 36542
017
002 003
Top Five Tax Topics of 2017 Tuesday, June 20, 2017 8:30 AM | Tax: 4 Instructor: Michael Frost
006
U.S. GAAP: Latest Developments for Business & Industry Tuesday, June 20, 2017 8:30 AM | A&A: 4 Instructor: Brent McClure
005
GULF SHORES
Forensic Investigations: Key Tools to Success Friday, June 23, 2017 01:00 PM | A&A: 4 Instructor: Michael Morgan
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
5
6
t
Yellow Book credit |
160 162
146 150 153
151
Annual Update for Governments and Not-for-Profits t Thursday, September 28, 2017 8:30 AM | A&A: 4 Instructor: Bruce Shepard
163
Revenue Recognition: The New Perspectives Tuesday, September 26, 2017 8:30 AM | A&A: 4 Instructor: James Martin
A+ College Savings Planning: Maximizing Resources and Tax Benefits Wednesday, September 27, 2017 01:00 PM | Tax: 4 Instructor: Michael Frost
Meet Your Next Migraine: Five Critical Issues that Will Confront Tax Public Accountants in 2017 Thursday, September 28, 2017 01:00 PM | Tax: 4 Instructor: Michael Frost
165
Audits of 401(k) Plans Thursday, August 31, 2017 8:30 AM | A&A: 8 Instructor: TBD
Small Business Fraud: The Lessons Behind the Stories Wednesday, September 27, 2017 01:00 PM | A&A: 4 Instructor: James Martin
Not-for-Profit Organizations: Key Accounting and Reporting Considerations t Thursday, September 28, 2017 01:00 PM | A&A: 4 Instructor: Bruce Shepard
Protecting Your Client from Tax Return Identity Theft Friday, September 29, 2017 8:30 AM | Tax: 4 Instructor: Michael Frost
166
094
2017 Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs Thursday, August 31, 2017 8:30 AM | Tax: 8 Instructor: Michael Frost
IRS Tax Examinations and Hot Issues Wednesday, September 27, 2017 8:30 AM | Tax: 4 Instructor: Michael Frost
Critical Tax Factors in Business Life Cycle Decision-Making Thursday, September 28, 2017 8:30 AM | Tax: 4 Instructor: Michael Frost
Accounting and Auditing Update Friday, September 29, 2017 8:30 AM | A&A: 4 Instructor: Bruce Shepard
168
Governmental Accounting and Reporting Advisor t Wednesday, August 30, 2017 8:30 AM | A&A: 8 Instructor: Jack Georger
Non-traditional Services and Other Methods of Making a Living for the Small Practitioner Who Doesn’t Audit or Review Wednesday, September 27, 2017 8:30 AM | A&A: 4 Instructor: James Martin
The Westin Bridge Street Town Centre 6000 Governor’s W Huntsville, AL 35806
Social Security and Medicare: Maximizing Retirement Benefits Friday, September 29, 2017 01:00 PM | Tax: 4 Instructor: Michael Frost
169
Fiduciary Income Tax Returns - Form 1041 Workshop with Filled-In Forms Wednesday, August 30, 2017 8:30 AM | Tax: 8 Instructor: Michael Frost
154
A&A for Tax People Who Hate A&A: Tuesday, August 29, 2017 8:30 AM | A&A: 8 Instructor: James Martin
Meet Your Next Migraine: Five Critical Issues that Will Confront CPAs in Industry in 2017 Tuesday, September 26, 2017 01:00 PM | Other: 4 Instructor: Amanda Snead
155
Reviewing Pass-Through Tax Returns: What Are You Missing? Tuesday, August 29, 2017 8:30 AM | Tax: 8 Instructor: Michael Frost
The New Leasing Standard: It’s Here and It’s Huge Tuesday, September 26, 2017 01:00 PM | A&A: 4 Instructor: James Martin
156
K2’s Small Business Internal Controls, Security, and Fraud Prevention and Detection Monday, August 28, 2017 8:30 AM | A&A: 8 Instructor: TBD
Controller/CFO Update: Hot Topics Facing Today’s Financial Professional Tuesday, September 26, 2017 8:30 AM | Other: 4 Instructor: Amanda Snead
159
Cut Your Client’s Tax Bill: Individual Planning Tips and Strategies Monday, August 28, 2017 8:30 AM | Tax: 8 Instructor: Michael Frost
145
093
092
091
082
081
076
075
HUNTSVILLE
Preparation, Compilation, and Review Engagements: Update and Review Friday, September 29, 2017 01:00 PM | A&A: 4 Instructor: Bruce Shepard
173
New Location!
The Best Federal Tax Update Course by Surgent TBD - December 8:30 AM | Tax: 8 Instructor: Michael Frost
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
t
Yellow Book credit |
More than Meets the Eye: Examining the New Lease Accounting Standard Tuesday, September 19, 2017 01:00 PM | A&A: 4 Instructor: Curtis Quickel
114
Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners Tuesday, September 19, 2017 8:30 AM | Tax: 4 Instructor: Michael Reilly
118
108
097 101 102 107
Guide to the New Revenue Recognition Model for All CPAs Tuesday, September 19, 2017 8:30 AM | A&A: 4 Instructor: Curtis Quickel
119
Individual Tax Planning Ideas For 2017 Monday, September 18, 2017 8:30 AM | Tax: 4 Instructor: Michael Reilly
Guide And Update To Compilations, Reviews, And New Preparations Monday, September 18, 2017 01:00 PM | A&A: 4 Instructor: Curtis Quickel
Latest Developments in Government and Nonprofit Accounting 2017 t Wednesday, September 20, 2017 8:30 AM | A&A: 4 Instructor: Curtis Quickel The New Controllership: Keys to Boosting Financial Performance Wednesday, September 20, 2017 8:30 AM | Other: 4 Instructor: Brent McClure
123
Best Income Tax, Estate Tax, and Financial Planning Ideas of 2017 Friday, August 25, 2017 8:30 AM | Tax: 8 Instructor: David Hultstrom
IRS Tax Examinations and Hot Issues Monday, September 18, 2017 01:00 PM | Tax: 4 Instructor: Michael Reilly
K-1 Boot Camp for LLCs Tuesday, September 19, 2017 01:00 PM | Tax: 4 Instructor: Michael Reilly
Latest Developments In Government And Nonprofit Auditing 2017 t Wednesday, September 20, 2017 01:00 PM | A&A: 4 Instructor: Curtis Quickel
124
Identity Theft: Preventing, Detecting, and Investigating Identity Theft Friday, August 25, 2017 8:30 AM | A&A: 8 Instructor: Jeff Lieman
Meet Your Next Migraine: Five Critical Issues that Will Confront A&A Public Accountants in 2017 Monday, September 18, 2017 8:30 AM | A&A: 4 Instructor: Curtis Quickel
The New Controllership: Keys to Boosting Management Skills Wednesday, September 20, 2017 01:00 PM | Other: 4 Instructor: Brent McClure
171
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement Thursday, August 24, 2017 8:30 AM | Tax: 4 Other: 4 Instructor: David Hultstrom
Holiday Inn Mobile - Airport 3630 Springhill Memorial Drive S Mobile, AL 36608
113
043 044 049 050
AICPA’s Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs t Thursday, August 24, 2017 8:30 AM | A&A: 8 Instructor: Jeff Lieman
057
Reviewing Pass-Through Tax Returns: What Are You Missing? Wednesday, August 23, 2017 8:30 AM | Tax: 8 Instructor: Michael Frost
063
2017 Accounting and Auditing Update for the Real World Wednesday, August 23, 2017 8:30 AM | A&A: 8 Instructor: James Martin
064
K2’s Excel Best Practices Tuesday, August 22, 2017 8:30 AM | Other: 8 Instructor: TBD
096
Small Business Fraud: The Lessons Behind the Stories Tuesday, August 22, 2017 8:30 AM | A&A: 8 Instructor: James Martin
056
MOBILE
The Best Federal Tax Update Course by Surgent TBD - December 8:30 AM | Tax: 8 Instructor: Michael Frost
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
7
Understanding and Creating an Internal Control Structure Wednesday, August 16, 2017 8:30 AM | A&A: 8 Instructor: Karl Egnatoff
t
Yellow Book credit |
Buying and Selling a Business: Critical Tax and Structuring Issues Thursday, August 24, 2017 8:30 AM | Tax: 8 Instructor: Michael Frost A&A for Tax People Who Hate A&A Thursday, August 24, 2017 8:30 AM | A&A: 8 Instructor: James Martin Implementing SSARS 21: Preparation, Compilation, Review & the Cash and Tax Basis of Accounting Tuesday, August 29, 2017 8:30 AM | A&A: 8 Instructor: Ray Thompson
087 088 095 106
Non-traditional Services and Other Methods of Making a Living for the Small Practitioner Who Doesn’t Audit or Review Tuesday, September 19, 2017 8:30 AM | A&A: 4 Instructor: James Martin Financial Statements of Not-for-Profit Organizations: Significant Changes Have Occurred! Tuesday, September 19, 2017 01:00 PM | A&A: 4 Instructor: James Martin
112
041 042 047 048
K2’s Advanced PivotTables, Including PowerPivot Wednesday, August 23, 2017 01:00 PM | Other: 4 Instructor: TBD
Audits of State and Local Governments: What You Need to Know t Thursday, August 31, 2017 8:30 AM | A&A: 8 Instructor: Jack Georger
Annual CFO Spotlight: Essential Skills Wednesday, September 20, 2017 8:30 AM | A&A: 4 Ethics: 4 Instructor: Diane White
128
Understanding the Complexities of Fraud in Order to Develop Ways to Mitigate Risks Tuesday, August 15, 2017 8:30 AM | A&A: 8 Instructor: Karl Egnatoff
K2’s Advanced Excel Reporting - Best Practices, Tools, and Techniques Wednesday, August 23, 2017 8:30 AM | A&A: 4 Instructor: TBD
Revenue Recognition - Getting Ready for the New Standard Wednesday, August 30, 2017 8:30 AM | A&A: 4 Instructor: Ray Thompson Implementing the New Leasing Standard Wednesday, August 30, 2017 01:00 PM | A&A: 4 Instructor: Ray Thompson
Shorten Month End: Closing Best Practices Thursday, September 21, 2017 8:30 AM | A&A: 4 Instructor: Diane White
129
Employment Law Update: Key Risks and Recent Trends Monday, August 14, 2017 8:30 AM | Other: 8 Instructor: Jennifer Elder
Surgent’s 2017 Annual Tax Planning Guide for S Corporations, Partnerships, and LLCs Tuesday, August 22, 2017 8:30 AM | Tax: 8 Instructor: Michael Frost
054
034 035 038 8
Audits of 401(k) Plans Tuesday, July 11, 2017 8:30 AM | A&A: 8 Instructor: Leigh Dykes
Advanced Defined Contribution Plans Audit Certificate Exam Review Monday, August 21, 2017 8:30 AM | A&A: 8 Instructor: Randy Dummer
055
ASCPA Business and Industry Workshop Friday, June 30, 2017 8:30 AM | Other: 8 Instructor: Various Location: Hilton Garden Inn - Eastchase
Alabama Society of CPAs 1041 Longfield Court Montgomery, AL 36117
077
001 052
ASCPA Employee Benefits Workshop Thursday, May 25, 2017 8:30 AM | A&A: 8 Instructor: Various
027
AICPA Peer Review Program Advanced Course Friday, May 12, 2017 8:30 AM | A&A: 8 Instructor: Michael Brand
026
MONTGOMERY
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
174
Protecting Your Client from Tax Return Identity Theft Friday, September 29, 2017 01:00 PM | Tax: 4 Instructor: William Taylor
175
Reviewing Individual Tax Returns: What Are You Missing? Friday, September 29, 2017 8:30 AM | Tax: 4 Instructor: William Taylor
Tax Staff Training Level 1 Thursday, September 28, 2017Friday, September 29, 2017 8:30 AM | Tax: 16 Instructor: Lisa McKinney Tax Staff Training Level 2 Monday, November 13, 2017Tuesday, November 14, 2017 8:30 AM | Tax: 16 Instructor: Lisa McKinney
176
Reviewing S Corporation Tax Returns: What Are You Missing? Thursday, September 28, 2017 01:00 PM | Tax: 4 Instructor: William Taylor
Alabama Society of CPAs 1041 Longfield Court Montgomery, AL 36117
Tax Staff Training Level 3 Thursday, December 7, 2017Friday, December 8, 2017 8:30 AM | Tax: 16 Instructor: Lisa McKinney
170
158
Integrating Audit Data Analytics into the Audit Process Wednesday, September 27, 2017 8:30 AM | A&A: 8 Instructor: Katrina Kiselinchev
161
152
Latest Developments In Government And Nonprofit Accounting and Auditing 2017 t Tuesday, September 26, 2017 8:30 AM | A&A: 8 Instructor: Michael Morgan
t
164
141
Complete Guide To The Yellow Book Monday, September 25, 2017 8:30 AM | A&A: 8 Instructor: Michael Morgan
Reviewing Partnership Tax Returns: What Are You Missing? Thursday, September 28, 2017 8:30 AM | Tax: 4 Instructor: William Taylor
167
132
Critical Thinking Skills for Financial Professionals Thursday, September 21, 2017 01:00 PM | Other: 4 Instructor: Diane White
157
MONTGOMERY (cont.)
The Best Federal Tax Update Course by Surgent TBD - December 8:30 AM | Tax: 8 Instructor: Michael Frost
039 040
Fraud Workshop Wednesday, August 16, 2017 8:30 AM | A&A: 8 Instructor: Tommie Singleton
045
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement Tuesday, August 15, 2017 8:30 AM | Tax: 4 Other: 4 Instructor: Dennis Riley
Surgent’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs, and Partnerships Wednesday, August 16, 2017 8:30 AM | Tax: 8 Instructor: Dennis Riley
046
Construction Contractors Advanced Issues Tuesday, August 15, 2017 8:30 AM | A&A: 6 Tax: 2 Instructor: Jennifer Elder
The Eight Hour MBA: Key Concepts of Adding Value Wednesday, August 16, 2017 8:30 AM | Other: 8 Instructor: Jennifer Elder
051
033 036
K2’s QuickBooks Online and Other Top Accounting Software for Small Businesses Friday, July 28, 2017 8:30 AM | Other: 8 Instructor: TBD
Complete Guide to Payroll Taxes and 1099 Issues Friday, July 28, 2017 8:30 AM | Tax: 8 Instructor: Susan Smith
037
2017 Accounting and Auditing Update for the Real World Friday, July 28, 2017 8:30 AM | A&A: 8 Instructor: James Martin
Pelham Civic Complex 500 Amphitheater Road Pelham, AL 35124
028
029 030
Surgent’s Federal Tax Camp Thursday, July 27, 2017 8:30 AM | Tax: 8 Instructor: Susan Smith
032
K2’s Planning and Managing Your Team’s Technology Thursday, July 27, 2017 8:30 AM | Other: 8 Instructor: TBD
031
BIRMINGHAM
t
Yellow Book credit |
Documenting Your EBP Audit: What You Need to Know Tuesday, August 22, 2017 8:30 AM | A&A: 8 Instructor: Randy Dummer Sales and Use Tax Workshop Tuesday, August 22, 2017 8:30 AM | Tax: 8 Instructor: Bruce Ely The Market Approach to Valuing a Business Wednesday, August 23, 2017 8:30 AM | Other: 8 Instructor: Kevin Andrews
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
9
10
t
Yellow Book credit |
109 110 111 115
Lean Accounting and Management: Saving Money by Streamlining Operations Monday, September 18, 2017 1:00 PM | Other: 4 Instructor: Brent McClure
Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know Tuesday, September 19, 2017 1:00 PM | A&A: 4 Instructor: Thomas Newell
116
Internal Control: How Does It Impact an Audit? Monday, September 18, 2017 1:00 PM | A&A: 4 Instructor: Thomas Newell
Innovative Forecasting & Budgeting: Moving Beyond The Traditional Techniques Tuesday, September 19, 2017 8:30 AM | Other: 4 Instructor: Brent McClure
Select Estate And Life Planning Issues For The Middle-Income Client Tuesday, September 19, 2017 1:00 PM | Tax: 4 Instructor: Michael Frost
117
Meet Your Next Migraine: Five Critical Issues that Will Confront Tax Public Accountants in 2017 Monday, September 18, 2017 1:00 PM | Tax: 4 Instructor: Michael Frost
Critical Tax Factors in Business Life Cycle Decision-Making Tuesday, September 19, 2017 8:30 AM | Tax: 4 Instructor: Michael Frost
Thriving In A Chaotic Economic Environment: Planning And Strategy Formulation For Your Organization Tuesday, September 19, 2017 1:00 PM | Other: 4 Instructor: Brent McClure
120
070 078 079 080 098
Controller’s Update: Today’s Latest Trends Monday, September 18, 2017 8:30 AM | Other: 4 Instructor: Brent McClure
Preparation, Compilation, and Review Engagements: Update and Review Tuesday, September 19, 2017 8:30 AM | A&A: 4 Instructor: Thomas Newell
The Bottom Line on the New Lease Accounting Requirements Wednesday, September 20, 2017 8:30 AM | A&A: 4 Instructor: Thomas Newell
121
Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? Monday, August 28, 2017 8:30 AM | A&A: 8 Instructor: Michael Brand
t
Maximizing Your Social Security Benefits Monday, September 18, 2017 8:30 AM | Tax: 4 Instructor: Michael Frost
Pelham Civic Complex 500 Amphitheater Road Pelham, AL 35124
Individual Income Tax Update Wednesday, September 20, 2017 8:30 AM | Tax: 4 Instructor: Michael Frost
122
Advanced Topics in a Single Audit Monday, August 28, 2017 8:30 AM | A&A: 8 Instructor: William Wagner
Accounting and Auditing Update Monday, September 18, 2017 8:30 AM | A&A: 4 Instructor: Thomas Newell
105
068
Community Banking Update Friday, August 25, 2017 8:30 AM | A&A: 8 Instructor: Wynne Baker
Asset Protection Strategies Tuesday, August 29, 2017 8:30 AM | Tax: 8 Instructor: Aurthur Werner
099
Passive Activities & Rental Real Estate Income Tax Issues Friday, August 25, 2017 8:30 AM | Tax: 8 Instructor: Pat Garverick
069
067
t
Accounting, Audit, and Attest Update for Practitioners with Small-Business Clients Tuesday, August 29, 2017 8:30 AM | A&A: 8 Instructor: Michael Brand
100
Accounting & Auditing for Governmental Employee Benefits Friday, August 25, 2017 8:30 AM | A&A: 8 Instructor: Melisa Galasso
Studies on Single Audit and Yellow Book Deficiencies t Tuesday, August 29, 2017 8:30 AM | A&A: 8 Instructor: William Wagner
103
059
Audits of 401(k) Plans Thursday, August 24, 2017 8:30 AM | A&A: 8 Instructor: Leigh Dykes
066
Federal Tax Update: Individual & Business Current Developments Thursday, August 24, 2017 8:30 AM | Tax: 8 Instructor: Pat Garverick
060
Governmental Accounting and Auditing Update t Thursday, August 24, 2017 8:30 AM | A&A: 8 Instructor: Melisa Galasso
The Best Estate and Financial Planning Topics of 2017 Monday, August 28, 2017 8:30 AM | Tax: 8 Instructor: Aurthur Werner
104
Upcoming Peer Review: Is Your Firm Ready? Wednesday, August 23, 2017 8:30 AM | A&A: 8 Instructor: Michael Brand
065
058
053
BIRMINGHAM (cont.)
K2’s Excel Financial Reporting and Analysis Wednesday, September 20, 2017 8:30 AM | A&A: 4 Instructor: TBD
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
t
Yellow Book credit |
The Myths and Concepts of Succession Planning for Family-Held Businesses Monday, September 25, 2017 1:00 PM | Other: 4 Instructor: James Harris
142 147 144
Financial Reporting for Not-for-Profit Entities t Tuesday, September 26, 2017 8:30 AM | A&A: 4 Instructor: Lynn Fountain
143
Real World Business Ethics Monday, September 25, 2017 1:00 PM | Ethics: 4 Instructor: Lynn Fountain
Focus on Financial Planning: How to Grow and Protect Your Family’s Assets Tuesday, September 26, 2017 8:30 AM | Tax: 4 Instructor: Melanie Bradford
Risk Management and Accountant’s Liability Tuesday, September 26, 2017 1:00 PM | Other: 4 Instructor: TBD
148
134 135 136 137
K2’s Securing Your Data - Practical Tools for Protecting Information Monday, September 25, 2017 1:00 PM | Other: 4 Instructor: TBD
K2’s Technology Update Tuesday, September 26, 2017 8:30 AM | Other: 4 Instructor: TBD
Fraud Risk in Governmental and Not-for-Profit Organizations t Tuesday, September 26, 2017 1:00 PM | A&A: 4 Instructor: Lynn Fountain
149
Forensic Investigations: Key Tools to Success Thursday, September 21, 2017 1:00 PM | A&A: 4 Instructor: Thomas Newell
Fraud in Small-to Medium-Sized Entities Monday, September 25, 2017 8:30 AM | A&A: 4 Instructor: Lynn Fountain
Pelham Civic Complex 500 Amphitheater Road Pelham, AL 35124
K2’s Microsoft Office - Improving Productivity with New Features Tuesday, September 26, 2017 1:00 PM | Other: 4 Instructor: TBD
172
K2’s Excel Tables and Data Models - Efficiently Managing, Analyzing & Reporting Your Data Thursday, September 21, 2017 8:30 AM | Other: 4 Instructor: TBD
Sirote’s Hottest Tax Topics of 2017 Monday, September 25, 2017 8:30 AM | Tax: 4 Instructor: Ron Levitt
138
Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization Thursday, September 21, 2017 8:30 AM | Other: 4 Instructor: Thomas Newell
K2’s Tech Tools and Gadgets for a More Efficient You! Monday, September 25, 2017 8:30 AM | Other: 4 Instructor: TBD
139
130 131 133
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools Wednesday, September 20, 2017 1:00 PM | Other: 4 Instructor: TBD
K2’s Excel PivotTables for Accountants Thursday, September 21, 2017 1:00 PM | Other: 4 Instructor: TBD
140
125
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them Wednesday, September 20, 2017 1:00 PM | A&A: 4 Instructor: Thomas Newell
127
A+ College Savings Planning: Maximizing Resources and Tax Benefits Wednesday, September 20, 2017 1:00 PM | Tax: 4 Instructor: Michael Frost
126
BIRMINGHAM (cont.)
The Best Federal Tax Update Course by Surgent TBD - December 8:30 AM | Tax: 8 Instructor: Michael Frost
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
11
New Location!
2017 Accounting and Auditing Update for the Real World Friday, August 25, 2017 8:30 AM | A&A: 4 Instructor: James Martin
Small Business Fraud: The Lessons Behind the Stories Friday, August 25, 2017 01:00 PM | A&A: 4 Instructor: James Martin
University of Alabama –Bryant Conference Center 240 Paul W. Bryant Drive Tuscaloosa, AL 35487 090
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TUSCALOOSA 2017 Accounting and Auditing Update for the Real World Wednesday, August 30, 2017 8:30 AM | A&A: 4 Instructor: James Martin
Small Business Fraud: The Lessons Behind the Stories Wednesday, August 30, 2017 01:00 PM | A&A: 4 Instructor: James Martin
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Meet Your Next Migraine: Five Critical Issues that Will Confront Tax Public Accountants in 2017 Tuesday, August 29, 2017 8:30 AM | Tax: 4 Instructor: Pamela Davis-Vaughn
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Meet Your Next Migraine: Five Critical Issues that Will Confront A&A Public Accountants in 2017 Tuesday, August 29, 2017 8:30 AM | A&A: 4 Instructor: Jeff Lieman
Guide And Update To Compilations, Reviews, And New Preparations Tuesday, August 29, 2017 01:00 PM | A&A: 4 Instructor: Jeff Lieman
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Mastering Basis Issues for S Corporations, Partnerships, And LLCs Monday, August 28, 2017 01:00 PM | Tax: 4 Instructor: Pamela Davis-Vaughn
083
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Guide to the New Revenue Recognition Model for All CPAs Monday, August 28, 2017 01:00 PM | A&A: 4 Instructor: Jeff Lieman
Troy University – Dothan Campus Malone Hall Dothan, AL 36303
084
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Key Partnership and S Corporation Tax Planning Strategies Monday, August 28, 2017 8:30 AM | Tax: 4 Instructor: Pamela Davis-Vaughn
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DOTHAN More than Meets the Eye: Examining the New Lease Accounting Standard Monday, August 28, 2017 8:30 AM | A&A: 4 Instructor: Jeff Lieman
Hilton Garden Inn Auburn 2555 Hilton Garden Dr. Auburn, AL 36830
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061
AUBURN
Essential Depreciation and Expensing Update Tuesday, August 29, 2017 01:00 PM | Tax: 4 Instructor: Pamela Davis-Vaughn
POLICIES & GENERAL INFORMATION EDUCATION POLICIES
EVENT CONFIRMATIONS
Continuing Education with ASCPA provides a comprehensive learning plan to help develop and grow professionally. We strive to provide superb customer service and innovative continuing education for ASCPA members and others associated with ASCPA. ASCPA is registered with the Alabama State Board of Accountancy as a sponsor of continuing professional education.
You will receive an email confirmation for all ASCPA event registrations. Please review your confirmation for accuracy and any special instructions. If you register less than 48 hours prior to the event, please present your confirmation email to avoid completing an onsite payment form. When registering online, course confirmations are emailed immediately following online registrations. If you do not receive an email confirmation immediately, your registration was not successful. When registering by mail or fax, a confirmation will be sent via email when your registration has been successfully processed. In the event that your confirmation is not received within 2-3 days, please contact our office.
PRICING The member rate is available to ASCPA members and members of other state CPA societies. A premium of $50 is assessed for any nonmembers. FULL PAYMENT OR A GOVERNMENT VOUCHER MUST ACCOMPANY REGISTRATIONS BEFORE WE CAN ENROLL YOU. An early bird registration discount of $25 is available to all registrants up to 10 days prior to each event. The standard rate will be applied for registrations received within 10 days of the class. Early bird pricing does not apply to web-based programs. All AICPA members are eligible for a $30 discount per eight-hour day on all AICPA produced seminars. If you are an AICPA member and register for an AICPA produced seminar (noted in each seminar description), take an additional $30 off per eight-hour day for each AICPA seminar. This discount is applied automatically to online registrations given that your membership information is updated in our database. (Only applies to AICPA Semiars)
COURSE MATERIALS The Alabama Society of CPAs provides electronic course materials for seminars and conferences included in the course registration fee. Links to the eManuals will be listed with your course registrations in your account on the ASCPA website as soon as they are provided by the instructor. You will receive an e-mail when the materials are available. It is your responsibility to maintain a current e-mail address with the ASCPA. If you do not have an e-mail address, you have the option to purchase a book for an additional $40 fee. IF YOU PREFER TO PURCHASE A MANUAL THERE IS AN ADDITIONAL FEE OF $40 FOR EACH BOOK. If you purchase a book, it will be available for pick up at the registration desk on the date of the class. The option to purchase a book is available up to ten days prior to the course date. Walk-in registrants and those registering between one and ten days before the course will be sent an electronic link to the eManual by default. “Extra” printed course materials will not be available on site. Advance Preparation — Internet access is not guaranteed for all class locations. Please download your eManual prior to the class.
the classroom must be avoided. All disruptive communication devices are prohibited from ASCPA CPE courses. If you need to take a call, please leave the CPE classroom and be prepared for your CPE credit hours to be adjusted.
NO SMOKING
The ASCPA is dedicated to providing a comfortable and productive learning environment for all participants. This goal can be achieved through ongoing efforts to protect nonsmokers and to help participants adjust to smoking restrictions. Smoking is prohibited in all ASCPA CPE programs. “Smoking permitted” areas shall include areas allowed by the facility or outside the classrooms.
COURSE CANCELLATIONS
SPECIAL ACCOMMODATIONS
Courses may be cancelled by ASCPA one week prior to the course date if they fail to meet the minimum attendance requirement. In the event of a cancellation, you will be notified by phone and given the option of transferring to another course or receiving a full refund.
In accordance with the American Disabilities Act (ADA), the ASCPA will try to reasonably accommodate anyone disabled and in need of special services. Please indicate on the registration form if registering by mail or fax and if you register online please contact our office and someone from the ASCPA staff will contact you. Please call our office if you have special food requirements.
REGISTRANT TRANSFERS, CANCELLATIONS AND SUBSTITUTIONS There is no fee for cancellations or transfers made more than ten days prior to the event. Cancellations or transfers made one to ten business days before the event will incur a $25 administrative fee. Those made the day of (or after) the event forfeit the entire registration fee and materials. A participant may substitute his/her registration to another member. Substitutions will incur a $25 administrative fee. If a nonmember will be participating in the place of a member, a $50 nonmember fee will be due.
WEBINAR AND WEBCAST CANCELLATION POLICIES Cancellations made one business day prior to the event or after will forfeit the entire registration fee and materials.
REFUNDS ASCPA issues refunds within 10 days of the cancellation minus an administrative fee of $25. Please reference the transfers, cancellations and substitutions section for more details. ASCPA can also transfer the balance to the appropriate account (person or firm) to be held for future ASCPA purchases. This money on account will expire each year on April 30th. Cancellations or transfers made one to ten business days before the event will incur a $25 administrative fee.
COMMUNICATION DEVICES To maintain a productive learning environment for participants, unnecessary distractions within
DRESS RECOMMENDATIONS Attire is business casual. Participants may want to wear layered clothing to allow for comfort throughout the day, as the temperature in the meeting room fluctuates.
INCLEMENT WEATHER If the weather warrants any concern for your travel safety, or if you wish to verify that your course will be held as scheduled, please call ASCPA at (800) 227-1711. You will have the option of attending the event when (or if) it is rescheduled or registering for another event at the time of cancellation. If the event is rescheduled due to inclement weather and you are unable to attend the rescheduled event or another event, ASCPA will issue a full refund. If the event has not been cancelled and you are unable to travel due to inclement weather, you must notify ASCPA within 24 hours of the scheduled event. Cancellations will not be accepted after the event. If you do not attend the event or fail to call ASCPA on the day of the event, you will forfeit your entire fee.
COMPLAINT RESOLUTION Complaints about the course content and presentation should be addressed on the evaluation form given for the class. All other complaints, including those about administrators or discussion leaders should be sent to: ASCPA, PO Box 242987 Montgomery, Alabama 36124-2987
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ASCPA Continuing Professional Education Registration Form Mail form to : ASCPA P.O. Box 242987 Montgomery, AL 36124-2987
Fax form to :
Register online at:
334.834.7310
www.ascpa.org
REGISTRANT INFORMATION Last Name
M.I.
First Name
ASCPA Member Number
Firm / Employer State Certificate Number Address City
State
Zip
Business Phone
Business Fax
Please visit www.ascpa.org to view all registration policies, including information about cancellations and refunds. Please attach a description of special requests or contact us at (334) 386-5763.
Email Address (for registration confirmation)
o Vegetarian o ADA Request
o Check if information has recently changed and needs to be updated in your member record Are you a member of the AICPA? o Yes verification)
How did you hear about this class?
o No
o Email
Course Date
Member Number: ____________________ (Required for discount; subject to o Newsletter
o Website
Course Number
Course Title
o Postcard/Special Mailing Course Fee
o Other
AICPA Discount *see note (where applicable)
ASCPA Non- Member Member
Book Fee ($40 per course)
Subtotal
Total: *CPAs who are members of the ASCPA may register at the member rate. CPAs who are not a member of the ASCPA or other State Society may register at the Non-Member rate. Please include the appropriate discount(s) when registering for events. áCPAs who are members of the AICPA may deduct $30 from AICPA seminars ONLY (8 hrs classes). (These are identified in the CPE Schedule online or in the ASCPA newsletter). *Electronic course materials are included in the registration fee and will be available for download 3 days before the course date. You can choose to purchase a paper copy of the course materials for an additional fee of $40 per course. o I acknowledge that I will receive course materials electronically (included in course fee). o I would like to purchase my manual for $40 per class Check: I have enclosed a check payable to ASCPA in the amount of $ ___________ I authorize the ASCPA to charge $ __________ to my credit card.
Credit Card:
Card Number
MC
Visa
Discover Month
o Company Credit Card ________________________________________ Print Cardholder’s Name
AMEX
Year
Expiration Date
o Personal Credit Card
________________________________________________ Cardholder’s Signature
2/23/15
CPE COURSE REGISTRY Please use this registry to keep track of all of your CPE credits. Members of ASCPA can check their CPE history at any time on the website at www.ascpa.org. From the home page, click on “Educate”, then “My Education Account.”
Course Course Title Sponsor Location Hours (✓) (✓) Date Course Evidence of
Gen
A&A: Total
Outline
Completion
Presort Std US Postage PAID Permit No 131 Montgomery, AL
The Alabama Society of Certified Public Accountants 1041 Longfield Court P.O. Box 242987 Montgomery, AL 36124
WELCOME T O
T H E
FUTURE
Paperless is the way to go! ASCPA provides electronic materials for all in-person educational events. Paper manuals can be purchased for an additional fee of $40 per course.