2018-19 ISCPA Professional Education

Professional Education Catalog 2018

Seminars | Conferences | Webcasts | On Demand

Are you headed for success?

Results from recent studies on workplace success conducted by Google reveal that technical skills don’t make the cut when it comes to being a great manager and leader. Of the seven characteristics of top leaders, “hard skills” came in last and personal skills like making connections across complex ideas, being a good coach, problem solving and understanding the views of others topped the list.

Position yourself and your organization for success with some of these featured courses 360 Degree Leadership: Leading in All Directions – June 25 • Working well with all levels of your organization

Management and Leadership Essentials – Sept. 20 • Understand human motivation and help your organization grow

Emerging Leaders Conference – Aug. 9-10 (for CPAs and staff 40 and younger) • Professional and personal skill development

Fall CPE Conference – Lessons from the Playing Field: What Sports can Teach Accountants – Sept. 21 • Great and not so great moments in sports strategy, innovation and more

Skills to Succeed: Coaching Skills for CPAs, Financial Managers and Controllers – Sept. 10 • Raise the performance of your staff

Women’s Leadership Forum: Wrestling with Your Why – Oct. 16 • Uncover your true why and how you can be your best

Chart your course at www.iacpa.org/cpe/events

Meet the ISCPA team Kathy Nicholson

Katie Shields

director of education Contact Kathy for: • CPE scheduling • On site CPE • Conferences • CPE requirements • General CPE information knicholson@iacpa.org 515-985-7103

CPE administrator Contact Katie for: • CPE registrations, cancellation, transfers and refunds • Webcasts and on demand • Transcripts • General CPE information kshields@iacpa.org 515-985-7106

Cindy Adams

Lindsey Haley

Cheryl Miller

Toni Roof

Michelle Thompson

chief executive officer

membership and student initiatives coordinator

director of communications and membership development

director of information technology

finance and data services coordinator

Register now!

2018-19 ISCPA conferences and events Leadership Conference and Annual Meeting May 4 | Altoona

Nonprofit Organizations Conference Oct. 22 | West Des Moines

Local Government Update May 15 | West Des Moines

Tax Advisors Updates Nov. 8 | South Sioux City, Neb. Nov. 9 | Spencer Dec. 3 | Cedar Rapids Dec. 4 | Altoona

Iowa Governmental Roundtable May 15 | West Des Moines Financial Institutions Conference May 22 | Altoona

2-Day Federal Tax Update 2018-19: Individual, Business and Corporate Nov. 26-27 | Cedar Rapids

Technology Conference June 11-12 | West Des Moines

Individual Income Tax Workshop Dec. 10 | West Des Moines

Insurance Industry Conference June 19 | Altoona

Corporate/Business Income Tax Workshop Dec. 11 | West Des Moines

Emerging Leaders Conference Aug. 9-10 | Des Moines Fall CPE Conference Sept. 20-21 | Cedar Rapids

Business and Industry Conference April 2019 | Des Moines 3

Registration policies and information Cancellation policy No refunds on cancellations received seven (7) days or less prior to the course. Registration fees for cancellations received seven days or less prior to the course are nonrefundable and will be placed on account to use for a future course during the same fiscal year (May 1-April 30). No refunds for cancellation of the substituted course.

Cancellations or transfers received within seven days of the event may be subject to a fee since meal guarantees have been made.

You may substitute another individual for your registration. The substitute is subject to the member/nonmember registration fee policy. Please notify ISCPA of substitutions.

No refund or transfer is available once eMaterials have been downloaded.

Registration and fees Member fee – extended to individual members of ISCPA or another state CPA society.

Nonmember fee – nonmembers are required to pay an additional fee unless otherwise noted. A membership application can be completed online at www.iacpa.org.

Discounted fee – paid registrations postmarked or submitted online at least 21 calendar days prior to the course will receive a $35 discount for most courses. For conferences, the discount date is 14 days prior to the conference.

AICPA members – individual members of AICPA attending classroom courses developed by AICPA are eligible for a $30 discount on most 8 or 16 hour courses.

Registration fees – includes electronic course materials and lunch (for 8+ hour courses) unless otherwise noted.

You may purchase a printed copy of the course materials for most programs.

Registrations – accepted online, by mail, fax and phone. You are not registered for the course until payment is received. Contact ISCPA if you have not received a confirmation within three days of registering to confirm your registration was received.

Course times – most full day courses are 8 a.m.–4 p.m. unless otherwise noted. Conference and half-day course schedules vary. Check the course information in the CPE catalog or on your confirmation. Registration opens 30 minutes before the course begins.

Course materials Electronic materials are included in your registration fee and will be included for most courses, except when the course developer only provides a printed manual. Most courses will provide the option to purchase a printed manual for an additional fee. eMaterials can be downloaded (PDF) approximately 3-5 days prior to the course at www.iacpa.org/cpe/dashboard.

NOTE: Sioux Falls, S.D. courses will only have eMaterials.

Special needs If you have medically necessary/dietary or ADA needs, please contact ISCPA at least one week prior to the course.

Inclement weather policy Courses will be held as long as the facility is open and the instructor is present.

When a course is canceled due to inclement weather, ISCPA will make every effort to contact registrants immediately. Please keep your emergency/cell phone contact information current. If a course is canceled, you will receive a full refund. In the instance of inclement weather, ISCPA will post a message on www.iacpa.org and on the individual course listing in the online CPE catalog, in addition to contacting participants directly.

If you are unable to attend due to inclement weather and the course has not been canceled, you must notify ISCPA the day of the course. You will be issued a credit, minus a cancellation fee, that may be used for another ISCPA sponsored course within one year of the original course date.

CPE credit Participants attending ISCPA CPE programs are required to sign in twice 4

at every 8 hour course, once in the morning and once at the end of the day. ISCPA courses are designed to qualify for CPE credit under the Iowa Accountancy Examining Board rules.

Some courses may also qualify for Iowa Insurance CE, Iowa Continuing Legal Education, IRS, CFP and other specialty designations. Check the individual course listing for additional information on designations. Contact ISCPA at 800-659-6375 or 515-2238161 if you wish to obtain continuing education credit for a course not already approved for the specialty credit you desire. Advance notice is required and in some cases require as much as 45 days notice.

Track your CPE credits online My CPE Tracker is an ISCPA member-only benefit. ISCPA sponsored courses will automatically be posted to the online transcript as soon as possible after the course is held.

Members may add non ISCPA courses to My CPE Tracker at any time. The online transcript can be printed or emailed for easy record keeping.

Nonmember attendees at ISCPA courses will receive a transcript via mail or email at the end of the month a course was attended.

Cell phones and electronic devices We love our devices too, but please silence yours during CPE courses.

Disclaimer Printed materials and oral presentations of speakers at programs sponsored by ISCPA are not intended to be definitive analyses of the subjects covered. Seminar attendees and users of accompanying course materials are hereby cautioned that neither the program presenters nor the ISCPA intends that reliance be placed upon these presentations or materials in making professional judgments, business decisions, or rendering advice without confirming and updating information obtained with independent research.

On-site coordinator information

Be an on-site coordinator Earn cash or save on your CPE. The ISCPA CPE Department is looking for members to serve as on-site coordinators at select ISCPA courses outside of the Des Moines area (except Sioux Falls, S.D.).

Duties: • Greet participants.

• Distribute materials.

• Inspect and make arrangements for any necessary classroom changes.

• Confirm break and lunch schedule with facility staff.

• Distribute and collect evaluations, sign-in sheets and other materials at event.

• Return evaluations, sign-in sheets and extra materials to ISCPA. • You will receive detailed instructions of your duties prior to the event. It’s easy!

Onsite coordinators will receive a registration discount or direct compensation of $125 per day per eight hour course and $60 per four hour course. The discount may be taken off the course fee upon registration or the coordinator can be directly compensated after the course has taken place and duties have been fulfilled.

To be an onsite coordinator visit www.iacpa.org/cpe/onsite-coordinator or complete and return the form below.

ISCPA onsite coordinator form Course requested (acronym) __________ Location __________________________Date______________________ Course requested (acronym) __________ Location __________________________Date______________________ Course requested (acronym) __________ Location __________________________Date______________________ Course requested (acronym) __________ Location __________________________Date______________________ Name _____________________________________________________________________________________________ Email______________________________________________________________________________________________ Firm/company ______________________________________________________________________________________ Address _____________________________________ City/State/Zip _________________________________________ Work phone ________________________________________________________________________________________ If necessary, may we contact you the day of the course on your cell phone?: p yes p no | Phone __________________ Preferred onsite coordinator materials mailing address: p home p office Discount preference: p Registration discount p Direct compensation

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1415 28th St Ste 450 West Des Moines, IA 50266 515.223.8161 | 800.659.6375 www.iacpa.org | iacpa@iacpa.org

2018-19 schedule of courses

www.iacpa.org/cpe/events

Check the online CPE catalog frequently for course additions, changes and information for in-person training, webcasts and webinars and on demand.

Indicates a live webcast is available in addition to in-person attendance.

CPE credit

Date

Title/acronym

Location

May 14

Living, Leading and Working With Authenticity (Business Ethics) (LLW-DM)

West Des Moines

4

May 14

Iowa Governmental Audits - Local Government Update (IGA)

West Des Moines

4

West Des Moines

8

Altoona

8

May 15 May 22

Iowa Governmental Roundtable (IGR) Financial Institutions Conference (FIC)

May 23

2018 Current Practice Issues and Update for Audits of Employee Benefit Plans (CPI-DM)

West Des Moines

8

May 24

Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies (TRIND4SF)

Sioux Falls

4

May 24

Tax Reform’s Impact on Corporations and Pass-Through Entities (BUS4-SF) Sioux Falls

4

May 24

2018 Current Practice Issues and Update for Audits of Employee Benefit Plans (CPI-SC)

South Sioux City

8

June 4

Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies (TRIND4DM)

West Des Moines

4

June 4

Tax Reform’s Impact on Corporations and Pass-Through Entities (BUS4-DM) West Des Moines

4

June 5

Getting to the Heart of Tax Reform: Individual Income Tax Changes and Planning Strategies (TRIND4IC)

Coralville

4

June 5

Tax Reform’s Impact on Corporations and Pass-Through Entities (BUS4-IC) Coralville

4

June 6

Tax Cuts and Jobs Act: Comprehensive Analysis (TCJA-CF)

Cedar Falls

8

June 7

Tax Cuts and Jobs Act: Comprehensive Analysis (TCJA-SP)

Spencer

8

June 8

Tax Cuts and Jobs Act: Comprehensive Analysis (TCJA-SC)

South Sioux City

8

June 11-12

Technology Conference (TC)

West Des Moines

16

June 13

Fraud Update: Detecting and Preventing The Top Ten Fraud Schemes (TTFS-SF)

Sioux Falls

8

June 13

Compilations, Reviews, and New Preparations: Engagement Performance and Annual Update (CRAU-DM)

West Des Moines

8

Examining the New Lease Standard: More Than Meets the Eye (NLS4-DM) West Des Moines

4

June 14

Need education on tax reform?

We’ve got you covered.

Visit www.iacpa.org/cpe/events to find in person classes, webcasts, conferences or live tax events.

New content added frequently - check back often!

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2018-19 schedule of courses

www.iacpa.org/cpe/events

Looking for a specific course? Search the online CPE catalog for course topics, curriculum, location, instructor and more.

Indicates a live webcast is available in addition to in-person attendance.

CPE credit

Date

Title/acronym

Location

June 14

Recent Frauds Occurring in Not-for-Profit Entities and Governments (FNG4)

West Des Moines

4

June 19

Insurance Industry Conference (IIC)

Altoona

8

June 20

Revenue Recognition Issues for Nonprofit Organizations (RRNFP)

West Des Moines

8

June 21

Financial Statements of Nonprofit Organizations: Significant Changes Have Occurred (FSNFP-DM)

West Des Moines

8

June 25

How to Present Pertinent Financial Data to a Non-Financial Audience (LS4HPPSF)

Sioux Falls

4

June 25

360 Degree Leadership: Leading in All Directions (LS4LLDSF)

Sioux Falls

4

June 25

Finance Transformation (FT)

West Des Moines

8

June 26

Moving Beyond Budgeting to Become Future Ready (MBB)

West Des Moines

8

West Des Moines

8

West Des Moines

2 8

June 27 June 28

Advising Religious Organizations and Churches: A Holistic Approach to Tax and Compliance Issues (AROC) FREE Member Event: Employment Law Update (FIRM1)

July 10

Not-for-Profit Financial Reporting: Mastering the Unique Requirements (NFPF-SF)

Sioux Falls

July 11

Employment Law Update: Key Risks and Recent Trends (LAWU-SF)

Sioux Falls

8

Aug. 9-10

Emerging Leaders Conference (ELC)

Des Moines

14

West Des Moines

8

Aug. 15

Data Analytics (DATA)

Aug. 20

Professional Services Using QuickBooks (PSQ4)

West Des Moines

4

Aug. 20

Partnership Tax Exams: Getting Ready for the Major Changes (PTEGR4)

West Des Moines

4

Aug. 20-22

AHI Staff Training: Semi-Senior (STP2A)

West Des Moines

24

Aug. 22

New Tax Law Means New Tax Planning for Agriculture (NLTA-SF)

Sioux Falls

Aug. 23

Business Planning: A Managerial Accounting Approach: Basic Level (BPLAN1) West Des Moines

8

Aug. 24

Business Planning: A Managerial Accounting Approach: Intermediate Level (BPLAN2)

West Des Moines

8

Aug. 27

New Tax Law Means New Tax Planning for Agriculture (NLTA-IC)

Coralville

8

Aug. 28

Estate Planning for the 99%: Portability and More (EPP4-SF)

Sioux Falls

4

Aug. 28

Adding Value for Clients Via Retirement Programs (AVRP4-SF)

Sioux Falls

4

West Des Moines

8

Aug. 28

New Tax Law Means New Tax Planning for Agriculture (NLTA-DM)

8

Aug. 29

Partnership and LLC Taxation: Advanced Issues (PTAI-SF)

Sioux Falls

8

Sept. 5

Revenue Recognition: Mastering the New FASB Requirements (INRR-CR)

Cedar Rapids

8

Sept. 6

Revenue Recognition: Mastering the New FASB Requirements (INRR-DM) West Des Moines

8

Sept. 10

Skills to Succeed: Coaching Skills for CPAs, Financial Managers and Controllers (STS)

West Des Moines

4

Sept. 10

Strategic Planning for the Finance Professional (SPFP4)

West Des Moines

4

Sept. 11

Mastering the Role of The Controller/CFO (MRC)

West Des Moines

8

Sept. 17-19

AHI Staff Training: Beginning In-Charge (STP3A)

West Des Moines

24

Sept. 20

Management and Leadership Essentials (STP4A)

West Des Moines

8

Sept. 20-21

Fall CPE Conference (EIFC-CR)

Cedar Rapids

16

Sept. 24-26

AHI Staff Training: Basic (STP1A)

West Des Moines

24

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Get the ISCPA ‘CPE experience’ Get the ISCPA ‘CPE experience’

Look to us for the relevant, valuable, and effective hard and soft skill competencies you need — for your life and career.

On demand

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Anytime, anywhere learning provides you the convenience of starting, stopping and resuming your course work on your own schedule.

Watch and learn from thousands of courses offering engaging content — from technical skills to management, problem solving, communication and more.

Whether its tax, banking, insurance, technology, nonprofit, government, young professionals or other area of interest or expertise, we’ve got you covered!

Live classes

Onsite training

There’s nothing quite like learning the latest topics in person from quality instructors — plus networking, sharing best practices and freshly baked cookies!

Bring ISCPA content to your office or event and let us take care of the details. Our CPE staff will work with you to determine focus, length and cost for your onsite training needs.

Why choose ISCPA for your learning and development? As a 501(c)(6) organization, we are not organized for profit and our net earnings don’t benefit shareholders — they fund member programs and initiatives to benefit you.

Get your experience at www.iacpa.org/cpe

2018-19 schedule of courses

www.iacpa.org/cpe/events

Check the online CPE catalog frequently for course additions, changes and information for in-person training, webcasts and webinars and on demand.

Indicates a live webcast is available in addition to in-person attendance.

Date Sept. 27

Title/acronym

Location

Cybersecurity Advisory Engagements Essentials (CSAE-CR)

CPE credit

Cedar Rapids

8

Sept. 27

Cybersecurity Awareness and Assurance (CYBA4-SC)

South Sioux City

4

Sept. 27

Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (IFB4-SC)

South Sioux City

4

Sept. 27

Lease Accounting in Transition (LAT4-SC)

South Sioux City

4

Sept. 27

Accounting Firm Best Practices (AFB4-SC)

South Sioux City

4

Sept. 27

Construction Accounting: The Impact of the New Standards (CCA4-SC)

South Sioux City

4

Sept. 27

Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (TCF4-SC)

South Sioux City

4

Sept. 28

Cybersecurity Awareness and Assurance (CYBA4-DM)

West Des Moines

4

Sept. 28

Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (IFB4-DM)

West Des Moines

4

West Des Moines

4

West Des Moines

4

Sept. 28 Sept. 28

Tax Implications of the New Revenue Recognition Guidance (TINR4) Accounting Firm Best Practices (AFB4-DM)

Sept. 28

Construction Accounting: The Impact of the New Standards (CCA4-DM)

West Des Moines

4

Sept. 28

Controller/CFO Update: Hot Topics Facing Today’s Financial Professional (TCF4-DM)

West Des Moines

4

Oct. 16

Women’s Leadership Forum: Wrestling With Your Why (WLF)

West Des Moines

4

West Des Moines

8

West Des Moines

8

West Des Moines

8

Oct. 18 Oct. 19 Oct. 22

Leases: Mastering the New FASB Requirements (LEAS) Annual Update and Practice Issues for Preparation, Compilation and Review Engagements (CORU-DM) Nonprofit Organizations Conference (NFP)

Sponsor and exhibit Make a lasting impression on business prospects with face-to-face interaction and opportunities to talk about your services and solutions at ISCPA conferences and events.

For more information visit www.iacpa.org/advertising. maximize your visibility | build relationships | grow your business

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2018-19 schedule of courses

www.iacpa.org/cpe/events

Looking for a specific course? Search the online CPE catalog for course topics, curriculum, location, instructor and more.

Indicates live a webcast is available in addition to in-person attendance.

Date

Title/acronym

Location

CPE credit

Oct. 23

Examining the New Lease Standard: More Than Meets the Eye (NLS4-IC)

Coralville

4

Oct. 23

Challenges in Implementing Topic 606 for Entities With Long-Term Construction Projects (LTC4-IC)

Coralville

4

Oct. 23

Financial Statements of Nonprofit Organizations (FSNFPDM2)

West Des Moines

8

Oct. 24

Forensic Accounting Investigative Practices (FAIP-IC)

Coralville

8

Oct. 24

2018 Accounting and Auditing Update for the Real World (AAURW4SC)

South Sioux City

4

Oct. 24

Revenue Recognition Issues for Nonprofit Organizations (RRNFP4SC)

South Sioux City

4

Oct. 25

Compilations, Reviews and New Preparations: Engagement Performance and Annual Update (CRAU-CR)

Cedar Rapids

8

Oct. 25

Real Estate Tax Boot Camp (RETC)

West Des Moines

8

West Des Moines

8

South Sioux City

8

West Des Moines

8

Oct. 26 Oct. 29 Oct. 29

Multistate Tax Update (MSTU-DM) Annual Update and Practice Issues for Preparation, Compilation and Review Engagements (CORU-SC) 2018 Accounting and Auditing Update for the Real World (AAURW-DM)

Oct. 30

2018 Accounting and Auditing Update for the Real World (AAURW-CR)

Cedar Rapids

8

Oct. 30

Tackling the Tough Issues in Adopting The New Revenue Recognition Standard (NRRS-SC)

South Sioux City

8

Oct. 31

Financial Statements of Nonprofit Organizations (FSNFP-CR)

Cedar Rapids

8

Oct. 31

Enhancing Audit Quality: Best Practices in Documenting and Reviewing Your Work (SWLD)

West Des Moines

8

Nov. 1

Maximizing Your Social Security Benefits (SSR4-SC)

South Sioux City

4

Nov. 1

Guide to Payroll Taxes and 1099 Issues (GPT4-SC)

South Sioux City

4

Nov. 2

Advanced Technical Tax Forms Training - LLCs, S Corporations and Partnerships (ATFB-SC)

South Sioux City

8

Nov. 6

Advanced Partnership Issues, Featuring the New Partnership Audit Regime (APIA-IC)

Coralville

8

Nov. 7

Advanced Partnership Issues, Featuring the New Partnership Audit Regime (APIA-DM)

West Des Moines

8

South Sioux City

8

Nov. 8

Tax Advisors Update (TAU-SC)

Nov. 9

Iowa Tax Update (ITU-IC)

Nov. 9

Living, Leading and Working With Authenticity (Business Ethics) (LLW-IC) Coralville

4

Nov. 9

Tax Advisors Update (TAU-SP)

Spencer

8

Nov. 12

How to Settle a Client’s Estate (SEAZ)

West Des Moines

8

Nov. 13

Complete Guide to Payroll Taxes and 1099 Issues (CGPT)

West Des Moines

8

West Des Moines

3-4

West Des Moines

4

West Des Moines

2 8

Nov. 14 Nov. 14 Nov. 15

Coralville

Iowa Tax Update (ITU-DM) Living, Leading and Working With Authenticity (Business Ethics) (LLW-DM2) FREE Member Event: Data Security (FIRM2)

3-4

Nov. 16

Reviewing Pass-Through Tax Returns: What Are You Missing? (RPTR-CR)

Cedar Rapids

Nov. 16

Iowa Tax Update (ITU-SC)

South Sioux City

3-4

Nov. 16

Living, Leading and Working With Authenticity (Business Ethics) (LLW-SC)

South Sioux City

4

Nov. 19

Reviewing Pass-Through Tax Returns: What Are You Missing? (RPTR-SF)

Sioux Falls

8

10

2018-19 schedule of courses

www.iacpa.org/cpe/events

Check the online CPE catalog frequently for course additions, changes and information for in-person training, webcasts and webinars and on demand. Indicates a live webcast is available in addition to in-person attendance.

CPE credit

Date

Title/acronym

Location

Nov. 20

AICPA’s Annual Federal Tax Update (PTU-SF)

Sioux Falls

8

Nov. 26-27

2-Day Federal Tax Update for the Year 2018-2019: Individual, Business and Corporate (2DYFTUCR)

Cedar Rapids

16

Nov. 29

Social Security, Medicare and Prescription Drug Retirement Benefits: What West Des Moines Every Baby Boomer Needs to Know Now (SSRB)

8

Nov. 30

Advanced Technical Tax Forms Training - LLCs, S Corporations and Partnerships (ATFB-DM)

West Des Moines

8

Dec. 3

Tax Advisors Update (TAU-CR)

Cedar Rapids

8

Dec. 4

Tax Advisors Update (TAU-DM)

Altoona

8

Dec. 5

Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (TFBC-IC)

Coralville

8

Dec. 6

Multistate Tax Update (MSTU-IC)

Coralville

8

Dec. 6

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (INRR4-SF)

Sioux Falls

4

Dec. 6

The Bottom Line on the New Lease Accounting Requirements (LEAS4-SF) Sioux Falls

4

Dec. 7

Annual Update and Practice Issues for Preparation, Compilation and Review Engagements (CORU-SF)

Sioux Falls

8

Dec. 10

2018 Individual Income Tax Update (IITW)

West Des Moines

8

Dec. 11

2018 Corporate/Business Tax Update (CITW)

West Des Moines

8

Dec. 13

Preparing Individual Tax Returns For New Staff and Para-Professionals (PITR) West Des Moines

8

Dec. 14

Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (TFBC-DM)

West Des Moines

8

March 26, 2019

Corporate Finance Check-up: Renovate Your Analytical Toolbox (CFC-SF)

Sioux Falls

8

March 27, 2019

Annual CFO Spotlight: Reinventing the Finance Role (CFOS-SF)

Sioux Falls

8

April 2019

Business and Industry Conference (BIC)

Des Moines area

8

Whether you’re working toward 40 hours to maintain your CPA certification or acquiring expertise in your industry, My CPE Tracker provides you with a personalized record of your progress. CPE you take through us is automatically recorded, plus you can log nonISCPA stuff there too!

My CPE Tracker. Another great benefit of ISCPA membership.

Access yours at www.iacpa.org/cpe.

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Professional education registration form Firm/Company______________________________________________________________ Address____________________________________________________________________ City/State/Zip+4____________________________________________________________ Phone (________) ___________________________________________________________ Method of payment: p Check enclosed p MasterCard p Visa p Amex p Discover Credit/debit card # __________________________________________________________ Exp. date __________ Signature_______________________________________________ p Business credit card p Personal credit card 1. Name ____________________________________________________________________ Email address: ______________________________________________________________ Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 p ISCPA member p Other state CPA society member (indicate state)________________

 Fill out the form completely.

All registrations must be accompanied by the total payment.

Please make checks payable and return to: ISCPA 1415 28th St Ste 450 West Des Moines, IA 50266 Questions: Phone 515-223-8161 In Iowa 800-659-6375 Email: iacpa@iacpa.org Website: www.iacpa.org Note: If you do not receive your confirmation within three days of registering, contact ISCPA to confirm that your registration was received.

p AICPA member #_________________________________________ p Nonmember

Cancellation, refund and transfer policy: No refunds for cancellations within Cell phone number (for course cancellation due to weather, etc.):________________________ seven calendar days of the course. A fee may apply for transfers 2. Name ___________________________________________________________________ seven days or less prior Email address: ______________________________________________________________ to the course. No refund or transfer is available Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 once eMaterials have been downloaded.

Special services: If you have medically necessary/dietary needs, please contact ISCPA at least one week prior to the program.

Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30

p ISCPA member p Other state CPA society member (indicate state)________________ p AICPA member #_________________________________________ p Nonmember Special services: If you have medically necessary/dietary needs, please contact ISCPA at least one week prior to the program.

Cell phone number (for course cancellation due to weather, etc.):________________________

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*Course materials: Electronic materials are included in your registration fee and will be provided for most courses, except when the course developer only provides a printed manual. Most courses will provide the option to purchase a printed manual for an additional fee. eMaterials can be downloaded (PDF) three-five days prior to the course at www.iacpa.org/ cpe/dashboard. They may be saved to your electronic device or printed.

Professional education registration form 3. Name ___________________________________________________________________ Email address: ______________________________________________________________ Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 p ISCPA member p Other state CPA society member (indicate state)________________ p AICPA member #_________________________________________ p Nonmember Special services: If you have medically necessary/dietary needs, please contact ISCPA at least one week prior to the program.

Cell phone number (for course cancellation due to weather, etc.):________________________ 4. Name ___________________________________________________________________ Email address: ______________________________________________________________ Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 p ISCPA member p Other state CPA society member (indicate state)________________ p AICPA member #_________________________________________ p Nonmember Special services: If you have medically necessary/dietary needs, please contact ISCPA at least one week prior to the program.

Cell phone number (for course cancellation due to weather, etc.):________________________

 Fill out the form completely.

All registrations must be accompanied by the total payment.

Please make checks payable and return to: ISCPA 1415 28th St Ste 450 West Des Moines, IA 50266 Questions: Phone 515-223-8161 In Iowa 800-659-6375 Email: iacpa@iacpa.org Website: www.iacpa.org Note: If you do not receive your confirmation within three days of registering, contact ISCPA to confirm that your registration was received.

Cancellation, refund and transfer policy: No refunds for cancellations within seven calendar days of the course. A fee may apply for transfers seven days or less prior to the course. No refund or transfer is available once eMaterials have been downloaded.

5. Name ___________________________________________________________________ Email address: ______________________________________________________________ Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 Course acronym __________ Date __________ Fee _________ p Printed materials* - add $30 p ISCPA member p Other state CPA society member (indicate state)________________ p AICPA member #_________________________________________ p Nonmember Special services: If you have medically necessary/dietary needs, please contact ISCPA at least one week prior to the program.

Cell phone number (for course cancellation due to weather, etc.):________________________

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*Course materials: Electronic materials are included in your registration fee and will be provided for most courses, except when the course developer only provides a printed manual. Most courses will provide the option to purchase a printed manual for an additional fee. eMaterials can be downloaded (PDF) three-five days prior to the course at www.iacpa.org/ cpe/dashboard. They may be saved to your electronic device or printed.

Online learning from ISCPA Enjoy the convenience from work, home or on the road!

ISCPA LIVE STREAM PROGRAMS Experience ISCPA live programs in real time from the comfort of your home or office. View and listen as part of the audience and even take part in Q&A with the instructor!

This symbol indicates a webcast is available in addition to in-person attendance.

2018 live stream offerings: May 14 – Local Government Update (4 hours)

June 26 – Moving Beyond Budgeting to Become Future Ready (8 hours)

Oct. 18 – Leases: Mastering the New FASB Requirements (8 hours)

May 14 – Living, Leading and Working with Authenticity (Business Ethics) (8 hours)

June 27 – Advising Religious Organization and Churches: A Holistic Approach to Tax and Compliance Issues (8 hours)

Oct. 19 – Annual Update and Practice Issues for Preparation, Compilation and Review (8 hours)

May 22 – Financial Institutions Conference (8 hours) May 23 – 2018 Current Practice Issues and Update for Audits of Employee Benefit Plans (8 hours) June 14 – Examining the New Lease Accounting Standard (4 hours) June 14 – Recent Frauds Occurring in Not-for-Profit Entities and Governments (4 hours) June 19 – Insurance Industry Conference (8 hours) June 20 – Revenue Recognition Issues for Nonprofit Organizations (8 hours) June 21 – Financial Statements of Nonprofit Organizations (8 hours) June 25 – Finance Transformation (8 hours)

June 28 – Employment Law Update (2 hours) FREE for ISCPA members!

Aug. 15 – Data Analytics (8 hours) Aug. 24 – Business Planning: A Managerial Approach-Intermediate Level (8 hours) Aug. 28 – New Tax Law Means New Tax Planning for Agriculture (8 hours)

Oct. 22 – Nonprofit Organizations Conference (8 hours) Oct. 26 – Multistate Tax Update (8 hours) Oct. 29 – Accounting and Auditing Update for the Real World (8 hours) Nov. 7 – Advanced Partnership Issues Featuring the New Partnership Audit Regime (8 hours)

Sept. 6 – Revenue Recognition: Mastering the New FASB Requirements (8 hours)

Nov. 8 – Tax Advisors Update (8 hours)

Sept. 27 – Cybersecurity Engagement Essentials (8 hours)

Nov. 14 – Living, Leading and Working with Authenticity (Business Ethics) (4 hours)

Sept. 28 – Tax Implications of the New Revenue Recognition Guidance (4 hours)

Nov. 14 – Iowa Tax Update (4 hours)

Nov. 15 – Data Security (2 hours) FREE for ISCPA members!

Sept. 28 – Construction Accounting: The Impact of the New Standards (4 hours)

WEBINARS AND WEBCASTS Live webinars and webcasts allow you to attend seminars and conferences from your office, home or anywhere you can access the internet. The programs range from one to eight hours in length and participants may submit questions to the instructor.

View ISCPA’s webinar and webcast offerings at www.iacpa.org/onlinecpe.

ON DEMAND Designed for today’s busy professional, on demand programs offer immediate online access to selfstudy courses. They offer best practices and case studies designed for today’s complex business world and practical guidance for dealing with critical areas of practice.

View ISCPA’s on demand offerings at www.iacpa.org/ondemand.

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FREE for all members!

Join ISCPA CEO Cindy Adams to learn about national and local news, issues and future trends in the profession, and engage in great conversation with colleagues.

All members welcome to attend at any of these locations: Council Bluffs • May 31 S. Sioux City, Neb. • Aug. 1 Des Moines • Sept 13 Council Bluffs • Nov. 7

Des Moines • June 14 Spencer • Aug. 2 Burlington • Oct. 17 Des Moines • Nov. 13

Sign up to attend at www.iacpa.org/events.

Check back for more dates in a town near you!

We love a good mystery!

But not when it comes to our members.

Give us some clues to help solve how we can best communicate member services, news and opportunities to you.

Visit www.iacpa.org/membership, log in with your ISCPA username and password, and click on “Update My Profile.”

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1415 28th St. Ste 450 | Century II Building West Des Moines, IA 50266-1419 P: 515-223-8161 or 800-659-6375 • F: 515-223-7347 www.iacpa.org • iacpa@iacpa.org

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