Alabama Society of CPAs 2017 CPE Catalog

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

089

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

12

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

085

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

086

Mastering Basis Issues for S Corporations, Partnerships, And LLCs Monday, August 28, 2017 01:00 PM | Tax: 4 Instructor: Pamela Davis-Vaughn

083

073

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

071 072

Key Partnership and S Corporation Tax Planning Strategies Monday, August 28, 2017 8:30 AM | Tax: 4 Instructor: Pamela Davis-Vaughn

074

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

062

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

13

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.