MACPA Statement // October 2015

STATEMENT MACPA’S

OCTOBER 2015

Change is inevitable.

Extinction is not.

Three steps to future relevance.

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ALSO INSIDE Five MACPA members among Accounting Today’s ‘100 Most Influential’ Page 16

CAREER CRISIS?

Many young professionals lack training in vital ‘soft skills.’

Page 22 At this month’s Advanced PFP Conference: Former Blue Angels Commanding Officer Greg “Boss” Wooldrige on “Redefining High Performance” Page 68

Maryland Association of Certified Public Accountants, Inc.

You’ve built your business by serving your clients’ best interests.

So have we.

Our commercial clients know the value of doing business with BB&T. We keep decision-making authority on the local level, with a deep understanding of the needs and nuances of the communities we serve. At BB&T, we will continue to build new relationships just as we have since 1872 – by creating long-lasting partnerships that extend beyond deals and transactions.

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I N V E S T M E N T S

Member FDIC. Only deposit products are FDIC insured. © 2015, Branch Banking and Trust Company. All rights reserved.

CONTENTS OCTOBER 2015 | Maryland Association of Certified Public Accountants, Inc.

CHAIR’S COLUMN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 FEATURES Change is inevitable. Exctinction is not. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Career crisis: Many young pros lack ‘soft skills’ training. . . . . . . . . . . . . . . . . . . . . . . . . .. 22

DEPARTMENTS News & Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Financial Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 High-Tech Solutions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Tax Corner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 NYPN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Member Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

MEMBER NOTES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 CLASSIFIEDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 UPCOMING EVENTS & COURSES. . . . . . . . . . . . . . . . . . . . . . . . . . 44

ADMINISTRATION Becky Conley becky@macpa.org

Debbie Zizwarek debbie@macpa.org

Dee Sullivan dee@macpa.org

Kelly Jennings, CPA Brien Poffenberger

TECHNICAL SERVICES

Amy Stumme amy@macpa.org

Emily Trott emily@macpa.org

Cora Edwards cora@macpa.org

Ryan Wey ryan@macpa.org

Barrett Young, CPA

COMMUNICATIONS

MaryBeth Halpern marybeth@macpa.org

Rebecca Zimmerman becca@macpa.org

SENIOR STAFF

Amy Moran amym@macpa.org Bill Sheridan bill@macpa.org

PROFESSIONAL DEVELOPMENT

2015-2016 BOARD OF DIRECTORS

Richard L. Wolf, CPA, CFE, CGMA

MACPA EXECUTIVE DIRECTOR

OFFICERS

J. Thomas Hood III, CPA tom@macpa.org

Chris Dougherty chrisd@macpa.org

Michael Manspeaker, CPA, CGMA Chair

MACPA DEPUTY EXECUTIVE DIRECTOR

Andrew Hood andrew@macpa.org

Lisa Cines, CPA Vice Chair

Jacqueline E. G. Brown jackie@macpa.org

MEMBER SERVICES

Donna Carson donna@macpa.org

Kenneth Kelly, CPA, CGMA Secretary/Treasurer

DIRECTOR OF FINANCE AND ADMINISTRATION

Lauren Baker lauren@macpa.org

Paige Sawicki paige@macpa.org

Marianela Del Pino-Rivera, CPA Immediate Past Chair

Skip Falatko, CPA skip@macpa.org

FINANCE Margaret DeRoose margaret@macpa.org Laura Swann, CPA lauras@macpa.org

Pamela C. Devine pam@macpa.org

WE WANT TO HEAR FROM YOU! See below to submit content Bill Sheridan | MACPA Dulaney Center II 901 Dulaney Valley Road Suite 800 Towson, MD 21204 FOR CONTENT SUBMISSION: bill@macpa.org feedback@macpa.org TO ADVERTISE IN THE STATEMENT: Andrew@macpa.org AmyM@macpa.org P: 410.296.6250 F: 410.296.8713 Toll free: 800.782.2036 The MACPA reserves the right to edit all submissions for grammatical style and / or length.

DIRECTORS

Statement of fact and opinion are made by the authors alone and do not imply an opinion on the part of the officers or members of MACPA.

PRODUCT DEVELOPMENT

Terri Smith terri@macpa.org

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA

The Statement is published four times a year by the Maryland Association of Certified Public Accountants, Inc.

Akesha Brown akesha@macpa.org

Jennifer Stevens jennifer@macpa.org

Laura Freitag, CPA

Bill Sheridan, Editor Amy Moran, Advertising Sales

Rebekah Brown, CPA rebekah@macpa.org

OCTOBER 2015

Laura Dorsey-Shaner laura@macpa.org

Virginia Jackson, CPA

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Tribridge will be termed as the Exclusive Preferred Provider of :

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macpa@tribridgepartners.com (email) www.tribridgepartnes.com (website)

*Discounted rates available to MACPA Members **These services are not offered through MML Investors Services, LLC

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Ste 200, Hunt Valley, MD 21031 Phone: 410.785.7654. TriBridge Partners, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

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CHAIR’S COLUMN ADAPTATION AND ANTICIPATION: OUR KEYS FOR CONQUERING CHANGE

BY MICHAEL MANSPEAKER, CPA

Director of accounting and auditing and quality control, Smith Elliott Kearns & Company

I perform a lot of peer reviews, which means I get to meet with a lot of CPAs at other firms. Each meeting is a conversation, and each conversation is an eye-opener.

We spend a lot of time talking about the obvious stuff — issues related to the implementation of professional standards, changes in the peer review process, and the Labor Department’s recent study on audit quality, for instance.

When the peer review is over and we head out to dinner, though, the conversations head in a different direction.

That’s when we discuss the issues that really concern CPA firms. Most of those issues revolve around (a) the availability of good staff and (b) keeping ahead of the rapid pace of change. That change comes in many forms — technological advances, generational differences, leadership gaps, legislative and regulatory disruption, and succession concerns, just to name a few.

In fact, the biggest issues facing CPAs these days usually have nothing to do with the technical challenges of the profession. MACPA Executive Director Tom Hood holds a series of town hallstyle meetings with the association’s members each autumn and spring, and as part of those meetings, he asks members to name the issues that are keeping them up at night. Here are the latest results: 1 Keeping up 2 Information overload

Doing more with less 3

4 Being proactive instead of reactive Complexity 5 We’ve entered a new era in which the biggest issues of the day have nothing to do with the core competencies that have traditionally defined this profession. A

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new era means we need a new playbook for outrunning the pace of change. That playbook is based on learning. As Tom likes to say, our success going forward depends on our ability to outlearn the pace of change.

That’s easier said than done, though.

How do we learn in an era when we’re facing more change, more chaos, and more information from more sources than ever?

In my mind, it comes down to two things.

The first is better information. Consider this quote from Google CEO Eric Schmidt: “Between the dawn of civilization through 2003, there were just five exabytes of information created. That much information is now created every two days.“ When I hear something like that, I immediately think our problem is information overload. Not true, says New York University professor Clay Shirky. Our real problem, he says, is filter failure. We need better filters that deliver to us only the information we find valuable and let us ignore all the rest. Those filters are available, by the way, in every social network we visit.

So that’s the first thing we need – better information.

The second thing we need is a new mindset — one that’s devoted to adaptation and anticipation.

Adaptation is about crucial selfimprovement. It’s about embracing lifelong learning as a core competency.

Author Warren Berger calls it “serial mastery,” while Fast Company editor Robert Safian prefers the term “Generation Flux.” Either way, it boils down to this: In an ever-changing and complex world, the most important skill we need to succeed going forward is the ability to learn new skills.

identify future trends and position our organizations to take advantage of them once they arrive.

The need for that type of future-focused strategy has never been greater. In a recent national survey, 76 percent of small business owners say their CPAs are not proactive, and 75 percent have changed firms because their CPAs are providing reactive services rather than proactive advice. Another recent survey found that only 8 percent of CFOs, controllers and management accountants say they are future-ready.

Daniel Burrus, the MACPA and the Business Learning Institute want to change that.

Burrus, a world-renowned technology forecaster, innovation expert and New York Times best-selling author, has joined forces with the MACPA and the BLI to launch “The Anticipatory Organization™: Accounting and Finance Edition,” a revolutionary new learning system that teaches accounting and finance professionals to actively anticipate what will happen, identify related opportunities, and take action to shape the future.

These crucial skills are taught through an “accelerated learning system” that includes a series of short, single-concept videos featuring Burrus that present the model’s core principles. Each video is followed by a job aid and rapidapplication activities that teach the learner to apply the concept to everyday activities.

It’s a remarkable new tool that ramps up our ability to learn and makes us futureready at the same time. Please take some time to learn more about it by visiting BLIonline.org/AOAF. The more things change, the more we have to change. The resources are in place to help us. Let’s get started.

Among the most important of those skills is anticipation — the ability to STATEMENT

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CHANGE IS INEVITABLE.

EXTINCTION IS NOT. THREE STEPS TO FUTURE RELEVANCE

BY BILL SHERIDAN, CAE What does a 50-year-old theory about transistors and integrated circuits have to do with the future of accounting?

Everything, as it turns out.

In 1965, Intel co-founder Gordon Moore predicted that the number of transistors that could be placed on each square inch of an integrated circuit would double every year. He later revised that prediction, saying the doubling would take place every 18 to 24 months. In essence, Moore predicted that the speed and processing power of computers would double every year and a half to two years.

Smart guy, that Gordon Moore. His theory – popularly known as Moore’s Law – has held true to this very day, and it has brought with it some incredible technological advances.

•

Computers today are 130,000 times more powerful than they were in 1988.

•

The iPad Mini is as powerful as the world’s most powerful supercomputer was in 1985.

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The iPhone 6 is 120 million times faster than the Apollo Guidance Computer – the machine that controlled the Apollo space flights in the late 1960s and early 1970s.

But Moore’s Law has given us more than just a slew of cool, new, shiny gadgets to play with. It is fundamentally changing nearly every job on the planet – yours and mine included.

Need proof? Ask a doctor, or a journalist, or a recording industry executive, or whoever’s in charge of the U.S. Postal Service. The day will come, I swear to God, when filing a tax return – any tax return – will be a completely automated process. Regulators and lawmakers will undoubtedly want a say in how that shakes out, but the technology will be there to make it happen. Moore’s Law will see to it.

A DI SAPPEA R I N G P R O F E S S IO N? In fact, Moore’s Law is already leaving its imprint on the CPA profession.

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NPR recently collaborated with Carl Benedikt Frey and Michael A. Osborne, authors of a white paper titled “The Future of Employment: How Susceptible Are Jobs to Computerization,” to produce a guide that estimates the probability that certain occupations will be automated within the next 20 years. Among their startling findings: Tax preparation has a 98.7 percent chance of being automated within the next two decades.

Accounting and auditing clock in at 93.5 percent.

The editors at Fast Company agree. A recent article about the future of work included a sidebar titled “Top Jobs Today That May Disappear By 2025.” Accountants are included on that list. “Any professional that is mainly involved in dealing with information is going to be replaced by algorithms and (artificial intelligence),” futurist Graeme Codrington told Fast Company.

Corporate finance is taking a hit, too. In “The New Bookkeeper is a Robot,” Wall Street Journal Senior Editor Vipal Monga reports that since 2004, automation has driven the number of full-time finance employees down by 40 percent. For whitecollar finance workers like accountants, accounts-payable and -receivable clerks, and inventory-control analysts, life as they know it has changed. Many of them have lost their jobs.

Those who are lucky enough to work for future-focused organizations, however, have seen their jobs transformed, not eliminated, by technology. They have moved from data management to data interpretation, using the data to tell the story of their businesses and pave the way for future success. In fact, Monga writes that Wolters Kluwer “is hiring more analysts to help sift its data on profits, revenue and cash flow to help in planning and forecasting.”

TRANSFO RMATIO N: A NEW C O MP E TITIVE AD VANTAGE This type of career reorientation will be absolutely essential to our profession’s continued relevance. The key question each of us must ask is this: How will I continue to add value and relevance to my clients’ lives in a changing and complex world that threatens the very future of my job?

STATEMENT

One thing is certain: We won’t find the answer by adhering to the same tired, stale, outdated business models that we’ve been following for decades. In the words of futurist and leadership expert Emmanuel Gobillot, “What got you here won’t get you there.”

Think about it: If Moore’s Law is transforming every job on the planet, we must transform as well. We must relearn what it means to be valued, relevant and trusted. That means having the foresight to know how our jobs are changing and being able to change along with them.

In fact, the ability to create and transform business models likely will be a key differentiator for CPAs going forward. In the Journal of Accountancy article “Models of Success,” Adrian Simmons, a CPA and chief creative designer with Elements CPA LLC, said business model design “is going to become a strategic skill that will become a competitive advantage. CPAs who have a comfort level playing with business models will be the ones who succeed.“

Put another way, to paraphrase Fast Company Editor Robert Safian: The most important skill any of us will possess going forward is the ability to learn new skills.

Jason Blumer puts it more bluntly. The chief innovation officer at Blumer CPAs says building the firm of the future starts with two steps:

1. “Blowing crap up,” which he defines as “the art of saying no to the majority.” It’s a definition grounded in a quote from Mark Twain: “Whenever you find yourself on the side of the majority, it is time to pause and reflect.”

2. “Making crap up,” which Blumer says centers on this question: “What is the new thing I want to create?”

2 . B ECOME EA RLY A DOPTERS “Early adopters eat the late,” says Andy Lark, a vice president of marketing at the accounting software company Xero. That’s especially true in a world where technology is advancing at an exponential pace.

The problem, as a general rule, is that CPAs are notoriously late adopters. That has to change.

“Our job,” says Reggie Henry, chief information officer for the American Society of Association Executives, “is to make the future more comfortable for our members.” He was speaking of associations at the time, but I believe those words apply to CPAs as well.

“This stuff won’t kill you,” Blumer told the crowd at the futurefocused Xerocon 2015 in Denver. “It means you can have the firm you want.”

Our clients and customers are just as perplexed by the pace of change as we are. They, like we, need help making sense of it all. Imagine how valued and relevant CPAs will be if they are the ones who provide that guidance.

THR EE S T EP S T O R E N E W E D REL EVANCE

Doing so means figuring out the new stuff before anyone else does. What works? What’s valuable? Where do the opportunities lie? The first step is to learn these things on our own. The next step is to help our clients learn them.

Doing these things – building the firm you want, designing new business models, remaining relevant in an era of great change and complexity – is not easy. It means that CPAs – professionals who are traditionally tied indelibly to what has happened in the past – must now be focused squarely on what’s to come. It requires a new set of skills that have nothing to do with our profession’s traditional core services.

In my mind, it means CPAs must do three things to survive the automated future and be relevant, valuable and trusted business advisors to their clients going forward.

1. ADO P T A MI N D S E T T HAT E M B R A C E S CON T I NUO US LE A R N IN G I’m not talking about CPE here. Rather, I’m speaking of a concept that Warren Berger calls “serial mastery.” In his brilliant book A More Beautiful Question: The Power of Inquiry to Spark Breakthrough Ideas, Berger says today’s workers “are often left to figure out for themselves what new skills will make them more valuable, or just keep them from obsolescence.” This means “the need to constantly adapt is the new reality for many workers.”

OCTOBER 2015

The key, of course, is to spend less time following other people’s footsteps and more time blazing our own trails.

3 . A N TICIPATE Suppose you could know what’s going to happen before it happens. Would you find that a useful skill to have?

Who wouldn’t? With that kind of foresight, we could position our organizations to take advantages of opportunities our competitors can’t even see.

Predicting the future sounds like science fiction, but futurist and best-selling author Daniel Burrus says it’s a skill anyone can learn. In fact, Burrus says anticipation is the key missing competency in business today. The secret is three-fold:

1 . Identify the “hard trends” (things that will definitely happen) and “soft trends” (things that might happen) that impact our organizations and our clients.

2 . Isolate the opportunities that each of these trends offers, then ask ourselves, “What do we have to do to take advantage of those opportunities?”

CONTINUED ON PAGE 8

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3. Find the time in our already-hectic schedules to do Steps 1 and 2.

That third task might be the most difficult of all to accomplish.

Who has time for this future-focused work when we’re busier than ever just trying to get today’s work done?

The fact, though, is that we make time for the important stuff … and friends, this is the important stuff. Just an hour a week will do. Put it on your calendar. Set an alarm. And when that alarm goes off, shut the door, turn off the phone and the laptop, and start thinking about those hard and soft trends and the opportunities they provide.

You don’t have to do this stuff. You can keep doing the same tired, old busy work you’ve always done. You might even make some money at it.

But those trends and opportunities aren’t going away. As Burrus likes to say, “If it can be done, it will be done … and if you don’t do it, someone else will.”

The hard trend is that these things — automation, transformation, change, complexity, opportunity — are here.

They’re real, and they’re here to stay.

The soft trend, says Burrus, is this: Will you do anything about it?

Bill Sheridan, CAE, is chief communications officer for the Maryland Association of CPAs and the Business Learning Institute.

R E VO LUTIO NARY NE W LE ARNING SY STE M TE ACHES C PAS HO W TO ANTIC IPAT E FUTUR E TRE ND S AND GA MEC HANGING O P P O RTUNIT IES “The Anticipatory Organization™: Accounting and Finance Edition” offers easy-to-apply, jobspecific lessons for identifying and acting on transformative change The most important competency in the business world today – the ability to anticipate future trends and position our organizations to take advantage of them – is a mystery to most of the accounting and finance profession.

Daniel Burrus, the Maryland Association of CPAs (MACPA) and the Business Learning Institute (BLI) want to change that.

Burrus, a world-renowned technology forecaster, innovation expert and New York Times best-selling author, has joined forces with the MACPA and the BLI to launch “The Anticipatory Organization™: Accounting and Finance Edition,” a revolutionary new learning system that teaches CPAs how to anticipate future trends and take advantage of the gamechanging opportunities those trends offer.

The need for future-focused strategies has never been greater.

In a recent national survey, 76 percent of small business owners say their CPAs are not proactive, and 75 percent have changed firms because their CPAs are providing reactive services rather than proactive advice. Another recent survey found that only 6 percent of CFOs, controllers and management accountants say they are future-ready.

The Anticipatory Organization model, created and developed by Burrus and Burrus Research, Inc., has changed how many of the world’s most successful businesses plan their future and accelerate growth.

Now, Burrus is bringing what he calls the greatest missing competency – the ability to anticipate change – to CPAs, CFOs, controllers and management accountants. This model represents a new way of thinking, planning, and acting – a paradigm shift that’s required in a world of accelerating change, competition, and uncertainty.

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STATEMENT

A job-specific, competency-based, accelerated learning system The Anticipatory Organization™ model teaches accounting and finance professionals to actively anticipate what will happen, identify related opportunities, and take action to shape the future by becoming an “Anticipatory CPA.” By learning how to identify and take action on fully predictable “hard” trends (trends that will happen) and more easily manipulated “soft” trends (trends that might happen), we can elevate our relevancy in a world of transformational change.

This exciting new approach to learning has been customized with a customer co-creation group gathered by the MACPA and the BLI. The group – representing CPAs in small to large firms, CFOs, controllers, young professionals, and other

The 28 lessons included in the learning series includes the following competencies:

• Strategic thinking

• External awareness • Vision • Continuous learning • Innovation • Creativity • Problem-solving • Prioritization • Business acumen • Decisiveness • Influencing / persuading • Emotional intelligence • Consensus building • Collaboration • Inspiration • Risk management Burrus has been helping stakeholders to see and shape the future for more than 30 years. The Anticipatory Organization™: Accounting and Finance Edition synthesizes his approach into an “accelerated learning system” that includes a series of short, single-concept videos featuring Burrus that presents the model’s core principles. Each video is followed by a job aid and rapidapplication activities that teach the learner to apply the concept to everyday activities.

OCTOBER 2015

segments across the profession – has worked with the Burrus team to gather accounting- and finance-specific examples that have been built into the learning platform. This transformative learning approach will help CPAs be proactive and anticipatory in less time than traditional professional development programs.

The result is a powerful tool that will help everyone on your team know what’s next, develop opportunities, shape the future of the organization, and accelerate its success.

Get complete details about The Anticipatory Organization: Accounting and Finance Edition by visiting BLIonline.org/ The-Anticipatory-Organization.

“The Anticipatory Organization” is a trademark of Burrus Research, Inc.

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E-11346-1015 MD

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Attention CPAs:

Whether A Decision Maker Looking To Upgrade Your Talent, Or A CPA Looking to Upgrade Yourself/Your Skills, Ask Yourself: Who really chose who in joining your company?

Are you/your professional staff really at the right level where you should be/you need them to be?

Are you/your staff in a position that truly suits your/their personality, values, and professional and personal needs?

Why leave your future to chance?

If you’re seriously interested in making the “right” move for your next hire, I can help you.

I am an actively licensed CPA in Maryland and Virginia with over 20 years of experience including public accounting (E&Y) and consulting (KPMG), financial accounting (American Cancer Society), internal audit (Moneyline Telerate), and recruiting (Acsys, formerly Don Richards). As a networker who truly enjoys helping others and sharing my career experiences to guide fellow professionals, here is how I can help you: Decision Makers:  Ask you questions, and most likely ask many more questions than other recruiters about your company, duties involved, skills required, corporate culture and more  Work with you on finding the “right” professional that is the “right fit”  Provide you with valuable information about the professionals I work with, the marketplace, what your competitors pay, and more Career Seekers:  Guide you on career paths available in public accounting and industry  Enable you to capitalize on your strengths  Coach you on how to put your best foot forward to find the “right fit”  Advise you when to stay in your current position if that is the right move If you’re interested in working with a recruiter who understands your background, skills, and is genuinely interested in helping you find the “right fit”, then I welcome meeting you!

BETH A. BERK, CPA, CGMA

Independent Recruiter

Phone: 301-767-0670 Email: BethABerk@msn.com

Specializing in CPA Firm, Accounting & Finance Positions in Metropolitan DC & Nearby Suburbs/Baltimore/Richmond/Tidewater Connecting You To Your Next Hire

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WE’RE HIRING TOP TALENT! Grossberg is a unique environment where talented and highly sophisticated professionals excel. Our staff and partners are some of the best and brightest in their field, operating at the highest level of professionalism and technical expertise.

Here you find a culture of people who enjoy the challenge of untangling today’s highly complex web of business, transactional, financial and tax issues, while enjoying the benefits of working at one of the area’s premier firms.

Our mentorship program ensures everyone has access to one-on-one training by industry experts who encourage their professional development. In addition, the boutique nature of our firm allows us to interact regularly and learn from one another in more casual ways. This provides us with the ability to offer skilled professionals tremendous opportunities for growth and job satisfaction as well as a great work environment.

Our culture is defined by our people. We pride ourselves on fostering an environment of collegiality and camaraderie; we truly care about each other and work together to meet the demands of our elite group of clients. It is only through this teamwork that we are able to meet our professional demands, advance our business and technical skills, and still support 10 Things Professionals Want Most 1. Purpose 2. Goals 3. Responsibility 4. Autonomy 5. Flexibility

each other to maintain a healthy work family life balance without losing our commitment to client service.

This is an integral part of who we are, why we are successful, and how we have maintained our reputation as one of the best firms in the country. We have for over 90 years and will continue to be our client’s most trusted business advisor.

Growth in our business has created new opportunities for experienced CPAs. If you are seeking to move to the next level in your career, consider joining the Grossberg team!

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NEWS & VIEWS Five MACPA members among Accounting Today’s ‘100 most influential’

BY RE B E K A H B ROW N , CPA

MACPA members account for only about 1 percent of CPAs worldwide, but their influence is far greater.

recommendations. He also serves as the principal liaison for the AICPA with the Internal Revenue Service. The profession relies on Ed to keep CPAs ahead of the ever-growing tax code.

Each year, Accounting Today publishes its list of the 100 most influential people in accounting (MACPA. org/Top100). This year, five exceptional MACPA members made the cut.

Jody Padar is CEO and principal of New Vision CPA Group in Chicago, Ill. Though Jody is an Illinois CPA, she has maintained membership with the MACPA since 2012. Her book, The Radical CPA: New Rules for the Future Ready Firm, lays out a blueprint for what she calls the “new firm.” After taking over her father’s firm four years ago, she has become one of the profession’s emerging thought leaders in all things social and cloud.

Lyle Benson is president and founder of L.K. Benson & Company. An MACPA member since his licensure in 1982, Lyle has served the MACPA and the AICPA for several years. After serving on the MACPA Personal Financial Planning Committee for many years, he joined the AICPA PFP Executive Committee, where he now serves as chair.

Wayne Berson is CEO of BDO USA, LLP, and chair of the Global Board of Directors of BDO International, Ltd. An MACPA member since 1991, Wayne served early in his career on the association’s Business Valuation and Litigation Services Committee. He recently served on the Appeal Bonds Task Force that scored a major victory for Maryland business last year. Through a series of well orchestrated mergers, Berson is on track to make BDO only the seventh firm in the country with more than $1 billion in annual revenue.

Ed Karl is vice president of taxation at the AICPA and a member of MACPA since 1977, the year he became a CPA. In his role, Ed is responsible for the review, formulation, and submission to Congress, the Treasury Department, and the Internal Revenue Service of technical and policy

16

Last but not least, our own visionary leader, Tom Hood, makes the list again.

As Accounting Today remarked, “His greatest attribute isn’t that he consistently glimpses into the future more quickly than the rest of us (though he does). It’s that he’s able to bring it back to the present and serve as its tireless, inspiring and effective champion.” I’ll add that he isn’t just the tireless, inspiring and effective champion for the future of the profession, but for the MACPA’s staff and members as well. Also worth noting, Tom ranked No. 2 on Accounting Today’s list, just below AICPA CEO Barry Melancon.

Each influencer was asked by Accounting Today, “What is the most important issue currently facing the accounting profession?” Here’s what the MACPA’s influential members had to say: Benson: “As specialization continues to grow in the accounting profession, we need to provide resources, career paths and opportunities to the next generation of CPA firm / practice leadership in these areas. Personal

financial planning is a perfect example of this. CPAs are the thought leaders in the financial planning profession, and we need to continue to raise the visibility and bring the next generation into this area.”

Berson: “Accounting, like all professional services, is a people business. Any firm is only as good as the professionals it recruits, trains and retains. As the U.S. economy is improving, the battle for talent will continue to intensify as we seek the best and brightest professionals to help us achieve our growth goals.”

Karl: “IRS service levels! The IRS says it has insufficient funds to assist taxpayers and practitioners, and IRS Commissioner John Koskinen says its service levels are ‘abysmal.’ Congress believes the IRS acts inefficiently, and in some cases, inappropriately, and has significantly slashed the IRS’s budget to pre-2009 levels. And the news is not getting any better for the IRS as the House Appropriations Committee recently approved a FY 1016 IRS budget that would fund the agency at 7.7 percent below its FY 2015 level.

There is no question regarding the ‘disease’ – abysmal service – but there is a huge divide regarding the cure!

An objective and transparent solution that results in the service levels that the taxpaying public, practitioners and, indeed, Congress and IRS would expect, must be found.”

Padar: “Changing to adapt to the world around them. The world has changed, the way we do business has changed, our customers want to interact differently with their CPAs, and yet most CPAs have not changed to meet today’s consumers’ needs. They STATEMENT

NEWS & VIEWS

feel the change and they know they need to do something, yet they have not started on the journey to remain relevant. Technology has become the core of today’s ‘New Firm,’ yet too many CPAs think only about it terms of efficiencies, instead of a new way to define and serve under new business model. As a result, they are losing top

talent because the ways people want to work are dramatically changing.”

Hood: “The need to get out of our box(es), start looking forward and learning how to be proactive. All of the major issues facing the professio — like succession planning, generations,

adding value, and adopting technology — we should have seen coming based on the ‘hard trends’ of demographics, technology, and government regulations.

The good news is that being proactive and anticipating future trends is a skill accountants and CPAs can learn, and it will benefit their firms, clients, and organizations they work for.”

Fewer staff hours, more community service at KBST&M

The partners of Kahn, Berman, Solomon, Taibel & Mogol, P.A., reduced its staff’s Friday hours during the summer to four while still paying everyone for eight hours. On the first Friday after the benefit took effect, partners, staff and family members went to the Children’s Home in Catonsville and painted the common area of two of the housing cottages on the property.

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FINANCIAL PLANNING What every client needs: Food, shelter, clothing...and asset protection planning

BY M A U R I C E OFFIT, CPA , E SQ .

Editor’s note: This is the first of a two-part series.

Clients spend their entire careers working hard and accumulating wealth. Once they’ve “made it,” their primary interest is in holding onto what they have.

They also, therefore, have a keen interest in establishing an asset protection plan – a plan that will protect their assets from being legally seized and sold by a claimant who sues them.

At its core, asset protection planning is a Plan B. Plan A looks like this: • Your clients don’t get sued.

• If a suit is filed against your clients, win the suit.

• If your clients lost the suit, have an insurance policy that will

pay the claim.

Plan B is everything else.

Your clients need a Plan B because we live in a world that is increasingly litigious. More suits are filed in the United States than all other countries combined. Clients, therefore, need to be prepared for the possibility that they might lose a lawsuit.

Otherwise, they could lose their assets.

In “Henry VI,” Shakespeare wrote, “The first thing we do, let’s kill all the lawyers.” Obviously, that hasn’t occurred; there are 1.2 million lawyers in the United States. Believe it or not, there are more lawyers than (a) doctors (there are 945,000 doctors), (b) firefighters (there are 800,000 firefighters), and (c) policemen (there are 900,000 policemen).

20

To make matters worse, there are 15 million civil cases filed in the United States every year. This is because: • attorneys can be engaged on a contingent fee basis, and • the losing party isn’t responsible for the payment of

attorney’s fees incurred by the winning party.

Therefore, there is no penalty for claimants who file suits of questionable merit.

Fortunately, your clients may be able protect themselves from future protection claims by having an adequate insurance policy in force. But there is no guaranty that an insurance policy will always provide protection to your clients, because: • all policies have a coverage limit (the claims filed against

your clients may exceed the policy’s coverage limit); • all policies have exclusions from coverage (the claims filed

against your clients may be excluded); and •

some insurance companies refuse to pay claims that they’re legally obligated to pay. An insurance company’s greatest expense is what it pays out in claims. If it pays out less in claims, it keeps more in profits.

How can you protect your clients from potential future claims?

By establishing an asset protection plan.

Part 2 of this series will set forth the steps your clients should follow to protect their assets from future potential creditors.

Maurice Offit is co-founder of Offit Kurman Attorneys at Law. He has more than 30 years of experience as an estate planning attorney with a focus on estate and trust administration, estate planning, and asset protection plans.

STATEMENT

The days are getting shorter, but your clients’ to-do lists aren’t.

As summer fades to fall, that means getting back to business for many of your clients. And chances are they look to your firm for more than just tax advice. If that includes complex HR issues like ACA compliance, health plans and overtime exemption regulations — that’s what we do best.

We’re here for you, so you can be more for them.

See how ADP can provide a more human resource for your small business clients: adp.com/backtobiz The ADP logo and ADP are registered trademarks of ADP, LLC. ADP - A more human resource is a service mark of ADP, LLC. Copyright © 2015 ADP, LLC.

2016

Business & Industry CONFERENCE

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CAREER CRISIS? Many young professionals lack training in vital ‘soft skills’ Reports say strategic thinking, problem solving, communication among the keys to future readiness, but new hires are often unprepared B Y B I L L S H E R IDA N , CA E The CPA profession is at a crossroads where most young professionals are largely unprepared to meet the challenges posed by a changing and complex world.

A number of recent reports have hinted at this emerging crisis, citing a significant gap between the skills young professionals need to succeed and those they actually possess. The reports also have suggested some possible solutions and uncovered a number of opportunities for educators, employers, and employees themselves to improve the “workforce readiness” of today’s CPA. The most recent of these reports was compiled by the Maryland Association of CPAs and the Business Learning Institute.

As part of a May 26, 2015 strategy session facilitated by the MACPA and the BLI, the managing partners of 14 local, regional, and national CPA firms ranked what they believe are the most important skills for entry-level staff members. They chose the following:

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5.

6.

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Communication Writing skills / memos Critical and strategic thinking Advanced Excel skills Time management / organization Prioritization Collaboration

SOFT SKILLS CITED IN REPORT AFTER REPORT That list mirrors the results of a number of other recent reports, all of which point to a widening skills gap that leaves both young professionals and their employers scrambling to stay relevant amid today’s

22

massive change and complexity.

• A report (https://www.apqc.org/ knowledge-base/documents/ skills-gap-entry-level-management accounting-and-finance) by the American Productivity and Quality Center, produced in conjunction with the Institute of Management Accountants, found that the most critical non-technical skills needed by young professionals today are ethics, communication, customer service, adaptability, strategic thinking / execution, process improvement, leadership, and collaboration.

• In a May 19, 2015 article titled “The Plain-Vanilla Accountant Goes Out of Style,” (http://blogs.wsj. com/cfo/2015/05/19/the-plain-vanilla accountant-goes-out-of-style/) Wall Street Journal reporter Kimberly Johnson writes that “leadership, forecasting, strategic thinking, cost management, and financial reporting are the skills where the gaps between demand and supply are the widest.”

Citing the APQC / IMA report, Johnson adds, “(Eighty-one) percent of those polled said planning, budgeting and forecasting skills were ‘quite a bit’ or ‘extremely’ necessary for their organization to succeed.

Yet the same respondents said only 30 percent of entry-level finance professionals possess those skills.

Though 77 percent agreed that leadership ability was a necessity, only 14 percent said their employees had it.”

• The Conference Board’s Global

Leadership Forecast for 2014-15 (http:// insight.ddiworld.com/glf20142015) outlined the top four skills that leaders must possess to succeed in a world defined volatility, uncertainty, complexity, and ambiguity.

Those skills are managing and introducing change, building consensus and commitment, inspiring others toward a challenging future vision, and leading across generations.

•

During the 2015 AICPA E.D.G.E. Conference for young professionals, MACPA Executive Director Tom Hood facilitated a session in which attendees ranked the top skills they need to be successful. The top five were communication, inspiring and motivating others, strategic and critical thinking, anticipating and serving evolving needs, and influencing / persuading others.

• “Top Ten Skills in New Hires,” (http:// www.ctcpas.org/Content/Files/Pdfs/Top%20 Ten%20Skills%20in%20New%20Hires%20 -%20CTCPA%20Report.pdf) a white paper produced by the Connecticut Society of CPAs, ranked critical / strategic thinking, time management / organization, writing skills / memos, and problem-solving as the top four teachable skills for young professionals.

Report after report clearly identifies the skills that employers say their teams need to help their organizations succeed. Despite that, young professionals say they are sorely lacking in those skills. The most recent Robert Half Readiness Index (http://www.accountingtoday. com/blogs/accounting-tomorrow/news/ infographic-most-professionals-dont-feelprepared-for-post-college-work-75332-1.html) found that 56 percent of employees say they felt only somewhat prepared for their first

STATEMENT

accounting or finance job after graduation, while 14 percent said they were not at all prepared.

“Respondents were unready for their first professional jobs in multiple ways,” Accounting Today’s Sean McCabe writes. “Forty-nine percent indicated the knowledge they gained in the classroom didn’t translate to their position. Thirtythree percent said they felt ill-equipped to handle office politics, and 23 percent said they lacked technology skills or software knowledge.”

WHO’S TO BLAME? Plenty of blame for the skills gap is being passed around throughout the profession.

Some employers says accounting programs at the nation’s universities have failed to adequately prepare graduates for the workforce. Some college professors blame the K-12 system, saying high school graduates don’t have the skills necessary to navigate college, much less a career.

Others blame the young professionals themselves, saying they need to take charge of their own careers and personal development.

The answer, says Tom Hood, might go deeper than that. The real cause, he said, might be the exponential pace of change and technology that automates lower-level skills and requires more “soft skills” (or as Hood more accurately calls them, “success skills”) at earlier ages.

OCTOBER 2015

“The environment in the early CPA career is more demanding of those ‘soft skills,’ especially communication and business acumen or context,” Hood said. “Some posit that in the future, all of the ‘back office’ functions will be automated, which will require entry-level workers to do more customer- and client-facing work earlier in their careers. What does this mean as far as the skills they’ll need to do that work?”

The answer is found in the reports themselves: CPAs who succeed going forward will have mastered a series of so-called “soft skills” that will improve their ability to do that important clientfacing work.

CONTINUOUS LEARNING: THE KEY TO FUTURE SUCCESS Our schools and universities can certainly do their part by transforming their business and accounting curricula to include skills like leadership, collaboration, and strategic thinking.

Until that happens, though, young professionals must take it upon themselves to learn the key skills that will make them future-ready. Doing so will boost their careers, put them on a fast track to leadership, and help their organizations outmaneuver their competition in a changing and world.

The word is spreading. Training in these “success skills” is available from more

sources than ever. Among them is the Business Learning Institute, whose lineup of renowned instructors includes courses in leadership, personal development, strategic thinking, communication, and scores of other competencies.

The BLI and the Maryland Association of CPAs also are joining forces with renowned futurist Daniel Burrus to offer “The Anticipatory Organization: Accounting and Finance Edition.”tm (http://blionline.org/The-AnticipatoryOrganization/) It’s a revolutionary new learning system created by Burrus that teaches CPAs how to anticipate future trends and take advantage of the game-changing opportunities those trends offer.

Regardless of where the training originates, it’s more important than ever that young professionals gain the skills they need to be future-ready. The future of their organizations — and their very careers — may depend on it.

Bill Sheridan, CAE, is editor of The Statement and chief communications officer of the Maryland Association of CPAs and the Business Learning Institute.

“The Anticipatory Organization Model” is a trademark of Burrus Research, Inc.

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pepco and delmarva power small business programs

“Everything was done seamlessly and the improvements were made in a couple of days.

I can’t see anyone not wanting to do this.”

— Nancy Benjamin, Owner, Benjamins Wear It Again, Salisbury

cash incentives for your clients Small businesses like Benjamins Wear It Again in Salisbury know what a difference energy efficiency improvements can make. Through our Pepco and Delmarva Power Small Business Programs, your clients can dramatically reduce their energy use and save money too. Our programs offer Maryland customers great incentives including: n

generous Cash InCentIves that Cover 40 - 80% of many installed energy efficiency improvements including lighting, heating and cooling systems, commercial refrigeration and more

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a no-Charge QuICK energY CheCK-uP (an assessment to identify energy-efficiency opportunities ) and installation of up to $250 of recommended low-cost upgrades (e.g. CFLs, smart power strips or timers)

help your clients make their businesses more profitable by reducing their energy costs. visit pepco.com/business or delmarva.com/business.

These programs support the EmPOWER Maryland Energy Efficiency Act.

HIGH-TECH SOLUTIONS Search algorithms: Myths and facts B Y A N D R E W ROSE It seems like every time Google changes its search algorithm, it is quickly followed by a plethora of gloom-and-doom marketing pieces from search engine optimization and website development companies. With distinctly terrifying names like Panda, Penguin, Caffeine, etc., devious service providers have used a lack of client understanding of what the changes are to sell fear-based solutions that weren’t needed in the first place.

Over the past few years, the majority of the changes to the algorithm have been in response to black-hat SEO companies that have exploited flaws in the search process for their clients’ short-term advantage.

The changes haven’t negatively impacted professional service firms as long as they have been playing fair with their website and content.

That is, until now.

The most recent three updates -Hummingbird, Pigeon, and the soon-tobe-named mobile readiness change -- are representatives of the future of search rather than reactions to companies that are trying to cheat the system.

SAY WHAT? The Hummingbird update, which officially went live in August 2013, focuses on interpreting spoken search. As more people are speaking into their mobile devices as a search mechanism, this change was enacted to allow better results to be generated. For example, before Hummingbird, if you typed, “Where can I find an auditor for an auto dealership,” Google would have deconstructed the sentence and honed in on a few keywords, such as auditor, auto, and dealership, and then found corresponding results.

Now, with Hummingbird, the entire sentence is taken into context for its full meaning. Why? Google wants search

OCTOBER 2015

to be more humanized moving forward.

Google search chief Amit Singhal said Hummingbird is the first major update of its type since 2001. The impact on most websites is minimal in terms of rankings, although it would be a good idea to read aloud the words on your website to see if they sound natural.

KEEP IT LOCAL With the Pigeon update in July 2014, Google places more emphasis on companies claiming their location on Google maps (as well as cleaning up any bad addresses that may be present).

Google wants to ensure that organizations closest in geographic location to the searcher are appearing at the top of the rankings list.

ARE YOU RESPONSIVE? The newest algorithm update, dubbed Mobilegeddon, is a game changer. Since most searches are now performed on mobile devices, any websites that don’t automatically resize (depending on the device) to the varying screen sizes available are now suppressed in search results.

higher in the rankings in competitive areas. We suspect that there was a soft, unannounced launch earlier than the intended start date.

Google will continue to refine and calibrate the search algorithms it uses to provide the best solutions for the information being searched. Therefore, your website needs to be viewed as an evolving platform, not a static picture of where you were in the past.

Andrew Rose spent more than 11 years as director of marketing and business development for a regional CPA firm based in Maryland. He is now president of Zest SMS, a digital marketing and business development firm that specializes in professional service companies. Contact him at Andrew@ ZestSMS.com or (443) 275-7992.

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Many CPA firms have been caught off-guard by this update and are now unknowingly paying the price in terms of their search rankings.

If your firm’s website was built on an old platform, this is a good time for a refresher. Check to see if your website is responsive on Google’s mobile friendly test -- MACPA.org/GoogleTest.

Mobile is only going to grow in terms of primary Internet search. In 2014, mobile devices represented 30 percent of searches; this year, it is already at 60 percent. Even though the official start date of this update was supposedly April 21, 2015, we saw significant changes in the search results for our mobile-ready clients as early as mid-March. They surged

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TAX CORNER Services sales tax spreads through states B Y J E A N E TTE SHE RM A N In most states, services are exempted from sales tax unless explicitly made taxable by law. So why are the governors of at least two states, as well as legislators in another, fighting to change that?

Sales taxation used to focus exclusively on physical goods. As the United States moved toward a service economy, states started to realize that not taxing services meant giving up billions of dollars in potential revenue.

Today, four states — Hawaii, New Mexico, South Dakota, and West Virginia — tax almost all services. Five more states — Alaska, Delaware, Montana, New Hampshire, and Oregon — do not have a statewide sales tax, although local governments in some states may charge a sales tax. This leaves 41 states where services are “presumed exempt” from sales tax, but each of these states still explicitly taxes at least some services, and no two states tax the same ones.

Several of those states have recently faced budget shortfalls and are looking toward a “presumed taxable” law for services instead.

California Senate Bill 8 is an example of a single proposal that could change the tax picture for thousands of businesses selling in the state. It would change the state to a “presumed taxable” state, in which most service businesses will have to pay sales tax at the same rate as sellers of physical goods. Expected to raise $10 billion a year in revenue if passed, the bill is currently in committee.

Illinois Gov. Bruce Rauner made implementing a sales tax on services part of his 2014 campaign. Illinois, which has a strong service-based economy centered in Chicago, may be losing out on more than $2 billion in revenue by leaving a wide range of services untaxed. While the legislature hasn’t passed a bill to tax services in Illinois yet, this change could seriously impact businesses all over the state if legislators get on board with Rauner.

Pennsylvania Gov. Tom Wolf recently saw his proposed budget (which would add sales taxes to a range of business-to-consumer transactions while leaving business-tobusiness sales tax-free) knocked down by the Pennsylvania House of Representatives, 193-0. But with a budget deficit of more than $2 billion, it’s likely Pennsylvania residents haven’t seen the last of services sales tax proposals.

Sales tax on services is an area of law that is complex, and it’s getting more complicated all the time. Check out Avalara’s guide to service taxability (MACPA.org/SalesTax) in all 50 states to learn more about which services are taxable in your state.

Jeanette Sherman is a journalist and legal writer who is fascinated by the complexities of sales tax worldwide. She learns something new every day in her transactional tax research at Avalara.

DON’T MISS THE FULL LIST OF UPCOMING CPE COURSES Page 48 OCTOBER 2015

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TAX CORNER, continued New tax due dates create more logical information flows F RO M T H E A ICPA

On July 31, President Obama signed into law a short-term highway funding extension that contained important due date modifications for several common tax returns, including partnerships and C corporations.

PL 114-41 is the culmination of a long-standing effort by the AICPA, the MACPA, and other state CPA societies to eliminate the awkward chronology for many returns.

Under the prior due dates, taxpayers and practitioners often had insufficient time to prepare returns because required information from a flow-through business was not available before the taxpayer’s income tax return was due. The idea behind the changes is to have flow-through returns completed before the returns in which the flowthrough information is reported for the recipients – in forms 1040 and 1120, for example. Taxpayers and their preparers will now have time to receive and analyze the flow-through information before reporting it in other filings.

Most of these changes are ones that the AICPA and state CPA societies have been advocating for several years. The effort centered on urging a more logical flow of information that would help taxpayers and tax professionals file timely, more accurate returns.

In articles, social media posts and personal appeals to other members, about 200 AICPA and state society members volunteered their time to communicate the profession’s concerns. Discussions also were

OCTOBER 2015

held between representatives of the profession and officials from the Internal Revenue Service and Treasury.

“This legislative victory is proof that persistence yields results,” said MACPA Executive Director Tom Hood, CPA. “It just makes sense to complete flow-through returns before individual and corporate returns are due so that the required information is available. This victory is part of the profession’s overall effort to help alleviate the crunch that occurs every tax filing season.”

Among the changes, the new due date for C corporations generally will be the 15th day of the fourth month following the close of the corporation’s year (i.e., April 15 for calendar-year C corporations).

Currently, these returns are due on the 15th day of the third month following the close of the corporation’s year.

allowed. The due date for FinCEN Form 114, for example, will change from June 30 to April 15 to align with Form 1040 filings, and under the new law, Form 114 taxpayers will be allowed an extension, which was not previously permitted. That extended date, Oct. 15, is also aligned with the Form 1040 extension.

“This is a terrific result, but we are not stopping here,” said Hood. “Taxpayers and preparers still face a host of other workload compression challenges. The MACPA is working with the AICPA to find ways to address common complaints about the current due dates for other forms, including Form 1099s that taxpayers need in order to file their tax return. We will continue to work with them to help address these issues.”

For a complete list of the recent due date changes, download this chart: MACPA.org/ TaxChart.

In some cases, due dates have been moved up. For partnership returns, the new due date will be the 15th day of the third month following the close of the taxable year (i.e., March 15 for calendar-year partnerships). Currently, these returns are due on April 15 for calendar-year partnerships.

It’s important for practitioners to note that the new law generally provides six-month extensions (five and a half months for trusts), mitigating possible disruptions from the new due dates.

The new law also provides for additional extensions not previously

29

What is NYPN? Young professionals are faced with unique challenges – passing the exam, navigating career paths, and finding a place in the profession.

That’s why in 2003, the MACPA created its first young professionals network. Since its inception, the New / Young Professionals Network (NYPN) has been engaging young CPAs in Maryland with opportunities for professional development, networking, and volunteerism. Learn more at macpa.org/NYPN.

UPCOMING EVENTS NEWLY LICENSED CPA SWEARING IN CEREMONY AND RECEPTION Celebrate our Profession and Welcome our Future Leaders! This is an evening for all CPAs and their families honoring our profession, celebrating our success and welcoming the future.

Join us for celebration, ceremony and connection with other CPAs in a relaxed and enjoyable environment! Cocktail reception includes open bar and delicious appetizers.

The event will be held on Tuesday, November 10, 2015 at the Hilton Baltimore BWI Airport.

To register for the Swearing-In Ceremony please visit: celebrate.macpa.org

NYPN LEADERSHIP CHAIR: Stephen Hohne, CPA, USALCO VICE CHAIR / CHAIR-ELECT: Kuo Lee, CPA, CrossCountry Consulting SECRETARY / TREASURER: Debra Hale, CPA, Weil, Akman, Baylin & Coleman, P.A. ACTIVITIES CHAIR / PROFESSIONAL DEVELOPMENT CHAIR: Jennie Hammett, CPA, Gorfine, Schiller & Gardyn PUBLIC RELATIONS / OUTREACH CHAIR: Barrett Young, CPA, The Green Abacus AT-LARGE MEMBER: Kathryn Koza, CPA, Grant Thornton, LLP AT-LARGE MEMBER: Harry Sturgis, CPA, Weyrich, Cronin & Sorra Chtd.

30

STATEMENT

Celebrate the Profession at the

Newly-Licensed CPA

Swearing-In Ceremony November 10, 2015 | Hilton BWI | Baltimore | Event ID: 191030

This special event is also the annual opportunity for Maryland’s Top CPA Firms to be showcased for their commitment to the public interest and the profession’s future. For sponsorship information, contact Becky Conley.

443-632-2316 | becky@macpa.org

celebrate.macpa.org

OCTOBER 2015

31

MEMBER SERVICES WELCOME, NEW AND REINSTATED CPA CANDIDATE MEMBERS! ANNE ARUNDEL CHAPTER LAUREN M. CALLISON ARNOLD GASPER II EMILIE HOWLEY PRIYANKA S. KHUSHAL ANDREW SCALLEY CAPITAL AREA CHAPTER JOSEF FALCONE ELIZABETH A. HOSTETLER SANDRA IONESCU GRACE LEE LAUREN O’CONNOR GAVIN J. PALMORE FERNADO RAMOS NIKITA REDDY FREDATU SENESIE JORDAN STACK GREGORY TINKHAM CENTRAL MARYLAND CHAPTER MICHELE E. ADAMS THOMAS ASHLEY CHRISTOPHER BALDWIN JOSEPH BENEDETTI KARL BICKNESE RACHEL BOYD REBECCA BRADFIELD ZION BRYANT-FEISAL

MOLLY BUMBERA NATHAN CHADSEY LOLA T. CHAMPION NICOLE CLABAUGH GARRISON CLARK CHRISTOPHER A. CONKLING DAN CORVINO CHELEN CROUSE JASON DELANCEY JENNIFER DEVER ROBERT DIMAURO MICHON DINWOODIE LISA DUNN RICHARD EINWECHTER ROY FIELDER III SHEILA FRIEDMAN MICHAEL GILLAND KATELYN GREENE KAREN GREINER CALVIN HAUGH ERIC HEIM JAMES HESS JEFFREY HINES NICHOLAS HOBAN COREY HOLLOWAY HEATHER HORST CHARLES H. KELLY JESSIDA KENNEDY KYLE KEPFINGER

BRIAN KIERNAN JENNIFER KIRKLEY FRANCIS KORKPOR LINDSEY LARAIA JASMINE LAWRENCE JOSHUA LENTZNER JENNA LESKO BLAKE A. LONGLEY KRISTIN LORUSSO MEGAN LUDWIG SARA LUDWIG JONATHAN MAAKESTAD JOHN M. MALEK JR JUSTIN MARCHISOTTA TAYLOR MCGINLEY MEGAN L. MCKNEW JUSTIN MEASLEY ELIZABETH MENAS WILLIAM MORTON MARIANN MOSER COLIN MURPHY HRUSHIKESH NALUBOLA CASSANDRA O’NEIL JOSHUA ODETOYE STEPHEN PHILLIPS SEAN RICHWAY JOSEPH ROMANOWSKI BRANDON ROSEN KYLE ROWAN JOSEPH RUBEL

DOUGLAS RUSSENBERGER EVAN SANDERS WILLIAM C. SASSER JR RACHEL SCHAEFER JACOB SEEMANN BRIANNA SHUMA IRENE SIGAMBRIS MICHAEL SMITH KEVIN SOMMERS STEPHEN TRIPLETT AMANDA WARD JONATHAN WATSON SHANNON WEISS TONIA WILDASIN MICHAEL M. WILLIAMS MICHAEL ZEMA EASTERN SHORE CHAPTER RICHARD ASHLEY MID MARYLAND CHAPTER NEEMA PATEL JOSHUA WINN SOUTHERN MARYLAND CHAPTER SHENEKA LANDON OUT OF STATE LAURA K. SABIA

WELCOME, NEW AND REINSTATED MACPA MEMBERS! ANNE ARUNDEL CHAPTER KATHLEEN T. BAILEY, CPA AMBER B. DUDAS, CPA ZACHARY R. HOLBROOK, CPA MICHELLE S. PACK, CPA CAPITAL AREA CHAPTER KH T. AHMED, CPA JASON L. ALLMOND, CPA NICOLA A. BAGWELL, CPA REGINALD BREWINGTON JJ, CPA SHIU-BING CHEUNG, CPA VENUS L. COLEY, CPA VALENTINA DERIABINA, CPA

32

KEVIN FLANNERY, CPA WENDY M. FYOCK, CPA STEVEN G. GARNER, CPA BRENDYN D. GRONEWOLLER, CPA JANICE G. HARTMAN, CPA ROBERT KANE, CPA KAYLA M. KANIA, CPA GABRIELLE KAUFMAN, CPA WILLIAM K. KINCER, CPA MAY P. KWAN, CPA KENNETH LUBEGA, CPA STEVEN G. MARCONI, CPA JOANN MILLER, CPA

JASON PILGRIM, CPA MICHELLE REDDERSEN, CPA NEAL S. RUBIN, CPA SABINA SHRESTHA, CPA JOHN J. SUTTON, CPA ANUPAMA THANGADA, CPA CHANEL WATSON, CPA MELYNI H. WILLIAMS, CPA AMY WONG, CPA CENTRAL MARYLAND CHAPTER OLGA ADKINS, CPA

ANDREA L. AKIN, CPA CHARISSE ANTONIO, CPA JULIE E. APPLE, CPA THOMAS B. ARSENEAU, CPA KRISTA M. BELICK, CPA LORENE A. BUCHMAN, CPA RHOEYCE CARSON, CPA JOSHUA S. CASTLE, CPA MARK A. COX, CPA KORI L. CSANADI, CPA TIMOTHY DANOWSKI, CPA PETER DECAPITE, CPA PETER V. DIPIETRO, CPA VANESSA L. DUBINSKY, CPA TAD D. EDWARDS, CPA STATEMENT

MEMBER SERVICES (CONTINUED) WELCOME, NEW AND REINSTATED MACPA MEMBERS! KARL F. FETSCHER III, CPA HILLEL FRANKEL, CPA SCOTT W. GANLEY, CPA AMANDA R. GOGOLA, CPA JONATHAN T. HANSEN, CPA MARIANO HARARI, CPA ALLISON HENKEL, CPA LISA A. HERSHEY, CPA JERRY HERSKOVITZ, CPA PAUL HOLDEN, CPA MICHAEL S. JAZWIECKI, CPA GREGORY KATZENSTEIN, CPA LINDSAY M. KLEEMAN, CPA SEAN LAVERTY, CPA

ALEXANDRA M. LOBECK, CPA ADAM MARSHALL, CPA SARAH C. MCCONNELL, CPA DAVID MIZE, CPA TIFFANY A. MUI, CPA CHRISTOPHER A. NEHUS, CPA IRENA E. PETERS, CPA KORI PITTS, CPA KYLE M. QUARANTA, CPA PREETHI RAMAN, CPA MOHAMMAD A. RAZA, CPA CHRISTIN K. REINHARDT, CPA KATIE A. RICHARDSON, CPA DONALD J. RODIS, CPA

JOANN L. ROMEO, CPA ANGELA ROSER, CPA GEORGI TSOLOV, CPA KARINA VEGA, CPA SUSIE WARSAL, CPA EASTERN SHORE CHAPTER KASEY HARRIS, CPA ANNE M. MCFADDEN, CPA, CFE MID-MARYLAND CHAPTER PAUL D. BAZZANO, CPA, MBA, CGMA

JAMES M. BERRY, CPA JERRY M. FLANNERY II, CPA KELLY A. MORNINGSTAR, CPA DUNETCHKA RODRIGUEZ, CPA, CGMA BRIAN S. WENDEL, CPA SHANE YOUNG, CPA OUT OF STATE PAUL HOUSTON, CPA SEAN MCCABE, CPA TIFFANY MODI, CPA LINDA G. RAJEWSKI, CPA MATTHEW SPROW, CPA BRUCE H. WEINRIB, CPA

Promoting and Protecting CPAs in Maryland Bring your voice to Annapolis on January 21st

7:30am - 1:30pm | Thursday, January 21 | Event ID: 181000 macpa.org/cpaday

OCTOBER 2015

33

MEMBER NOTES Ed Beyer, CPA, MBA, a partner with Rowles & Company, has retired. He will stop into the firm’s office to perform some consulting work from time to time after his retirement.

William Coulter Jr., CPA, has been promoted to senior accountant effective with Squire, Lemkin and Company, LLP. Seth Davis, CPA, has joined Dixon Hughes Goodman’s Metro DC Market as a tax advisory partner.

(WITH PHOTO -- Davis.jpg)

Walter Deyhle, CPA/ABV/CFF, MAFF, CFP, CExP™, tax practice director at Gelman, Rosenberg and Freedman CPAs, has earned the designation of BEI Certified Exit Planner (CExP™) from the Business Enterprise Institute’s Network of Exit Planning Professionals. The BEI CExP™ designation is the standard for exit planning certification.

Allen DeLeon, CPA, PFS, founding partner with DeLeon & Stang, has been appointed to the PCPS Technical Issues Committee by the American Institute of CPAs. Alice Dragoon-English, CPA, has been promoted to tax consultant effective with Squire, Lemkin and Company, LLP. Lauri Funk has been promoted to family office director within the Family Office Services Group at Arthur Bell CPAs. She supports ultra-high-net-worth clients.

John W. Heller, CPA, MBA, has joined KatzAbosch as a manager. He will provide a specialized range of tax and consulting services to the firm’s niche industry markets.

Anna V. Lybrook, CPA, a shareholder of Stoy, Malone & Company, P.C., was presented an offical citation from the Maryland General Assembly in recognition of her Exemplary Service Award from the Ed Block Courage Award Foundation. The citation was presented on March 16 by Sen. James Brochin of Baltimore County Legislative District 42. The award was presented to Mrs. Lybrook for embodying the spirit of philanthropy, volunteerism, commitment and dedication in the efforts to raise awareness and prevention for abused, neglected and at-risk children.

34

Joseph A. Musumeci Jr., CPA, has been admitted as a partner with Rowles & Company, LLP. He started with the firm in 2004 and rejoined the firm in 2012 after working for the Internal Revenue Service in Chicago.

Peter B. Reilly, CPA, CVA, president and managing partner with Councilor, Buchanan and Mitchell, has received the 2015 Greater Washington Society of CPAs Outstanding Member in Public Accounting award at the GWSCPA’s annual meeting.

Will Sasser has joined the audit and accounting department at Gross, Mendelsohn and Associates, P.A. Allen Schiff, CPA, CFE, of Schiff & Associates, LLC, has been presented with two awards — “CPA Accounting Firm of the Year” and “CPA Industry Practice of the Year” — as part of Baltimore SmartCEO’s CPA and ESQ Awards program, which honors the region’s most enterprising accountants and attorneys for their leadership, accomplishment, innovation and success.

Anita Sheckells, CPA, CCIFP, CCA, a director with KatzAbosch and vice president of the firm’s Board of Directors, has been appointed to the Board of Directors as treasurer for the Baltimore chapter of Associated Builders and Contractors.

M. Kent Thomas, CPA, CCIFP, CCA, a shareholder with KatzAbosch, has been appointed to the Board of Directors for the Construction Industry CPAs / Consultants Association.

Tricia Love Thomas, CPA, a partner in the Nonprofit Group at Gross, Mendelsohn and Associates, has been appointed to the Board of Directors of the Education Foundation of Baltimore County Public Schools. The foundation provides and facilitates community and corporate funding to create, sustain, and invest in a culture of excellence for all students, especially those in the Maryland community.

Jack Treanor, CPA, has been promoted to senior-in-charge at Councilor, Buchanan and Mitchell, P.C. Michael Williams has joined the audit and accounting department at Gross, Mendelsohn and Associates, P.A. Richard Wolf, CPA, CFE, CGMA, has joined Gross, Mendelsohn and Associates, P.A., as a principal in the firm’s Business Valuation and Litigation Support Group.

STATEMENT

Barbara Zorn, who spent 22 years with the Maryland Association of CPAs and served as the association’s executive director from 1990-97, has been selected as the resident member of the Board of Directors for Oak Crest Village, Inc., the governing body for the Erickson Living retirement community in northeast Baltimore County. A resident of Oak Crest since 2010, Zorn has taken several leadership roles at the community. She served a two-year term on the Residents Advisory Council as chair and vice chair, and she is currently a standing member of the Core Committee responsible for Oak Crest’s long-term planning process.

FIRM NOTES Councilor, Buchanan & Mitchell, P.C., has been named “CPA Firm of the Year 2015” by Washington SmartCEO. The award recognizes the firm that, during 2014, experienced growth and implemented processes or initiatives such as internal training programs, communication, and multi-practice-area policies to help its professionals provide outstanding service.

Councilor, Buchanan & Mitchell, P.C., has received the award for “Top Marketing Initiative 2015” from Enterprise Worldwide at SuperConference15, held in New Orleans.

largest CPA firms in the country. This is the sixth consecutive year that Gross Mendelsohn has been included on the list.

Lanigan, Ryan, Malcolm & Doyle P.C. has launched a new website. The site offers a clean, mobile-friendly, and easyto-navigate functional platform. It provides considerable resources to educate visitors on business best practices, news, and trends. These include a blog, an event page for seminars and training modules, an online tax guide, and articles that address current business trends. Other features include a built-in contact form and a career module to enable visitors to directly send a message from the website or apply for career opportunities.

The partners at Reynolds and Rowella have launched the Reynolds and Rowella Academy. This program will provide leadership training for Reynolds and Rowella’s professional staff with the goal of cultivating their talents as leaders to develop their personal growth and, ultimately, the growth of the firm.

Bethesda-based accounting firm Romano & Mitchell, Chartered, has merged with Dembo Jones in a joint effort to expand and increase their levels of service and expertise.

As of July 1, the combined firm will operate under the Dembo Jones name. The strategic merger brings together two organizations with parallel visions of personalized client service, and will strengthen the group’s position as a top fullservice accounting, auditing, tax and consulting firm in the Washington, D.C., metropolitan area.

the maryland association of cpas presents

Councilor, Buchanan & Mitchell, P.C., is once again partnering with Housing Opportunity Community Partners as part of the HOCP’s annual school supplies drive. The HOCP’s goal is to collect enough school supplies to support 2,000 low-income students throughout Montgomery County. Last year, the firm presented HOCP with more than $1,800 worth of school supplies, including 30 stuffed backpacks.

Dixon Hughes Goodman’s Human Resources team has been named top-three finalist by the Human Resource Leadership Awards of Greater Washington in the category of Innovation. The award recognizes a recipient for successfully creating and implementing new ideas, methodologies, or approaches that improve organizational performance in the workplace.

Gross, Mendelsohn & Associates has been named to INSIDE Public Accounting’s “IPA 200,” a list of the OCTOBER 2015

Congratulations

You are on your way to becoming an esteemed professional and one of the pillars of our economy: a certified public accountant.

YOUR GUIDE TO EVERYTHING YOU NEED TO KNOW TO GET THERE. Register for the CPA Exam and State Licensure, and become a student member of the Maryland Association of CPAs.

cpaguide.macpa.org 35

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18102-CAP

CLASSIFIEDS mergers & acquisitions QUALITY CPA FIRM WISHES TO ACQUIRE PRACTICE OR ACCOUNTS in Baltimore/

MARYLAND PRACTICES FOR SALE:

Washington/Annapolis area, or possible association with

64%, 74% tax, 21% accounting & bookkeeping, 5% consulting

retirement-minded practitioner. “Top Dollar Paid.” Reply in

services. Seller available for an extended transition period.

strictest confidence to 410.539.7100, or File No. 63-87.

Harford County, MD Tax & Bookkeeping Practice - gross

SANTOS POSTAL & COMPANY, PC, a

Essex, MD CPA Practice -gross $480K. Cash flow to owner

$185K. 58% tax, 20% accounting/bookkeeping, 22% payroll/ other services, cash flow to owner 65%. For practice details call

nationally recognized CPA firm located in Rockville, MD, is

1-800-397-0249. Or, visit us at www.AccountingPracticeSales.

enhancing its organic growth through the acquisition or merger

com to inquire about available opportunities and register for

of existing practice or accounts in the Washington metropolitan

free email updates.

area. Reply in confidence to File No. 28-91.

THINKING OF SELLING YOUR PRACTICE?

INTERESTED IN BUYING A PRACTICE?

Accounting Practice Sales is the leading marketer of tax and

See local and nationwide listings at www.

accounting practices in North America. We have a large pool

AccountingPracticeSales.com and register for free email

of buyers, both individuals and firms, looking for practices to

updates or call us at 1-800-397-0249.

purchase. We also have the experience to help you find the right fit for your firm, negotiate the best price and terms and get the deal done. We welcome the opportunity to talk to you about our risk-free and confidential services. For more information please call Bradley Holmes with the APS Holmes Group at 1-800-397-0249 or email Bradley@apsleader.com.

RETIRE/SEMI-RETIRE NOW! Towson CPA-looking to grow my quality client base by acquiring some or all of your accounts ASAP so you can retire now or semi-retire & work slowly towards retirement. Call me now so we can start discussions. Nick:443-765-2775.

SUBURBAN MD CPA PRACTICE Retirement minded CPA (former Deloitte) with practice grossing $200K looking to associate with seasoned CPA having at least 10 years client contact and experience. Association will lead to favorable acquisition time frame and terms. Unqualified Peer Review in 2014. Professional practice with significant consulting revenue and NO payroll or bookkeeping. Very profitable. DIRECT INQUIRIES IN STRICT CONFIDENCE TO: AmyM@macpa.org. NO BROKERS.

HIGH QUALITY CPA WITH MASTERS IN TAX WISHES TO ACQUIRE ADDITIONAL ACCOUNTS OR PURCHASE A PRACTICE FROM A RETIRING CPA. Prefer geographically local to Towson/Timonium/Hunt Valley. Please reply in strictest confidence to: CPA.Tax.Practice16@GMail.com, or AmyM@ MACPA.org.

38

GIVE YOUR COMPANY VALUABLE EXPOSURE TO NEARLY 10,000 MACPA MEMBERS BY ADVERTISING YOUR CLASSIFIED AD IN THE STATEMENT. How to Submit a Classified Ad

To submit a classified ad, please visit macpa. org/submitclassifieds, or contact Amy Moran at 443.632.2319, or by email amym@macpa.org.

CONFIDENTIAL ADS: Replies to confidential ads should be addressed to the file number in care of: Amy Moran MACPA 901 Dulaney Valley Road, Suite 800 Towson, MD 21204 Properly addressed replies will be forwarded to the advertiser unopened. Replies that are not properly addressed will be opened only to determine contents and then forwarded to the advertiser.

STATEMENT

job openings BALTIMORE COUNTY PUBLIC ACCOUNTING FIRM HAS OPPORTUNITIES

unlimited potential for growth.

for an experienced Senior Tax Accountant and Staff Tax

excellent problem solving, communication and business

Accountant to join our team. Qualified applicants should have at

development skills. A wide knowledge of tax is also imperative

least 2+ years’ experience with individual, partnership, corporate,

along with an understanding of working in a paperless

and trust tax preparation. We have some rather unique clients.

atmosphere. Our practice is not only involved in the traditional

REQUIREMENTS:

CPA/accounting services but in consulting, litigation support

• 2+ years Public Accounting experience • Preparation of 1065, 1120S, 1120, 1040, 990, and 1041 returns • Provide tax research and consulting services in response to tax return issues, client requests and identifying opportunities for tax planning Our firm caters to entrepreneurs and we service a nice variety

We are peer reviewed and looking for an individual that has

services and financial wealth management as well.

Email Mara Polan at mpolan@polanhollis.com for further details.

RETIRED MONTGOMERY COUNTY CPA interested in working part-time or on temporary assignments.

Please reply to AmyM@macpa.org.

of industries. We have a casual dress environment, hasslefree parking and WE PAY OVERTIME AND BONUSES until you

EXPERIENCED ACCOUNTANTS: for 90 years

become partner.

Grossberg Company LLP, has been a premier provider of

Compensation will be based on experience. Candidates

accounting, tax and business consulting services, specializing in

should possess strong tax knowledge with a demonstrated ability to thoroughly research and present complex tax issues.

ProSeries experience is a plus. Firm has health, dental, vision, life insurance, 401K, profit-sharing, and a generous vacation package. And you did read correctly…..we pay overtime!

Please respond to this posting with resume and salary requirements. Send to the attention of Amy Moran at AmyM@macpa.org.

services to the real estate industry. Grossberg Company LLP has a well-known reputation of unparalleled client satisfaction. At the heart of this success, are professional staff members who possess the skills and training required to survive in the ever-changing world of new tax laws and regulations, advanced technologies and strategic business planning. Built on decades of hard work and timely responsiveness to clients, Grossberg Company LLP devotes a substantial amount of firm resources to training its people, keeping them apprised of the latest developments that may affect their client’s business operations, tax planning

SENIOR TAX ACOUNTANT Montgomery county accounting firm seeks Senior Tax Accountant for outstanding opportunity and fast track to partnership. Ideal candidate will be a CPA with 5+ years public accounting work with tax return preparation and review experience. Our clients are largely small businesses and individuals.

We offer flexible hours and generous benefits. Please send resume to agf1733@gmail.com.

strategies and their long-term business objectives. As a result, the employees of Grossberg Company LLP are some of the best and brightest in their field and the casual, laid-back working atmosphere lends itself to producing successful, satisfied professionals. This is an integral part of who we are, why we are successful, and how we have maintained our reputation as one of the best firms in the country.

Growth in our business has created opportunities for experienced accountants in our Bethesda, Maryland office. If you

SMALL, FAST PACED ROCKVILLE CPA FIRM IS LOOKING FOR A SOLE-PRACTITIONER with a small client base or SR level CPA to join our management team. A retirement minded partner is looking to groom the

are seeking to the move to the next level in your career, consider joining the Grossberg Team!

(CONTINUED ON THE PAGE 40)

right person to manage his diverse accounting practice. There is OCTOBER 2015

39

CLASSIFIEDS job openings, continued We are seeking:

Proficiency in technical writing and research

Tax Managers

Ability to communicate with staff at all levels

Tax Supervisors

Comfortable with working in a team environment

Tax Seniors Audit Managers

Grossberg Company LLP offers a competitive compensation

Audit Assurance Seniors

package including training and opportunities for advancement; medical, dental, disability insurance, life insurance, retirement

Requirements:

program including profit sharing; paid holidays and vacation,

BS/BA degree in Accounting or related field

flex-time policy, company sponsored gym membership, and a

3 to 10+ years of experience

business casual attire dress code.

Tax or audit and accounting experience in a public accounting arena

Qualified candidates should apply on-line at: http://grossberg.catsone.com/careers

Ability to research and apply concepts to clients’ situations

What our clients look for in an accountant As the owner of a busy bookkeeping practice, I spend lots of

Knowledgeable about their type of organization- Any client

time in the shop trying to understand what an accounting firm

who has an atypical situation wants to know that their accountant

looks for in a bookkeeping practice and thought that perhaps

has the expertise and knowledge to handle their account-even if

some accountants could benefit from some of the feedback I am

they haven’t actually done an account like theirs in the past-

hearing from clients as to what they look for in an accountant.

they still want to see that their accountant is familiar of the ins and outs.

Timeliness – Smaller clients often feel like a small fish in a giant pond; they get the sense that since they are small - they are on the bottom of the totem pole. What we hear from clients is, that even though they get their info in to the accountants in a timely manner, it can still take months until they hear anything back.

What our clients tell us is that timeliness is the most common reason they switch accountants.

Responsive – Even if our client’s taxes won’t be filed for a few months; our clients don’t mind so much as long as this is communicated to the client. Communication, our clients say is so important to them.

For more feedback from our clients or sit down to discuss how we can provide a better bookkeeping service to your clients,

Attention to Detail - Clients who get their taxes filed too

feel free to reach out to me at pl@plcfo.com so we can further

quickly can sometimes feel like their accountant is just trying to

discuss.

check off their to-do list, our clients tell us that they want their

Sincerely,

accountant to catch the little things, ask probing questions and feel confident that nothing was missed.

40

Phillippe Lerner

STATEMENT

ACCOUNTING & AUDITING CURRENT DEVELOPMENTS

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The One-Receipt Solution You’ve seen them: stacks of receipts for charitable donations. But with a BCF donor-advised fund, your client will have one charitable receipt for the entire year’s gifts.

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Upcoming Events & Courses

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

ACCOUNTING & AUDITING 10/2/15

WEBCAST: Audit Workpapers: Documenting and Reviewing Field Work

8

9a-5p

$249

$345

111W206A

Online Webcast, Internet

10/2/15

WEBCAST: Not-for-Profit Accounting & Reporting: From Start to Finish

8

9a-5p

$249

$345

111W207A

Online Webcast, Internet

10/5/15

Accounting and Auditing Current Developments

8

8 a - 3:30 p

$220

$320

111007

10/5/15

WEBCAST: Audits of HUD-Assisted Projects

4

1p-5p

$149

$199

111W209A

Online Webcast, Internet

10/6/15

WEBCAST: Preventing and Detecting Identity Theft

8

9a-5p

$249

$345

111W211A

Online Webcast, Internet

10/6/15

WEBCAST: Revenue Recognition: Mastering the New FASB Requirements

8

9a-5p

$249

$345

111W439A

Online Webcast, Internet

Accounting and Auditing Update

4

8 a - 11:30 a

$150

$200

111253A

Johns Hopkins University Montgomery County Campus, Rockville

10/7/15

Forensic Accounting: Uncovering Schemes and Scams

4

12 p - 3:30 p

$150

$200

111258A

Johns Hopkins University Montgomery County Campus, Rockville

10/8/15

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W215A

Online Webcast, Internet

10/9/15

WEBCAST: Construction Contractors: Accounting, Auditing, and Tax

8

9a-4p

$249

$345

111W216A

Online Webcast, Internet

10/9/15

WEBCAST: Recognizing and Responding to Fraud Risk in Governmental and Not-for-Profit Organizations

4

1p-5p

$149

$199

111W217A

Online Webcast, Internet

10/12/15

WEBCAST: New FASB Developments for Business & Industry

4

10:30 a - 2 p

$149

$199

111W218A

Online Webcast, Internet

10/12/15

WEBCAST: Applying the Uniform Guidance for Federal Awards in Your Single Audits

8

10:30 a - 6:30 p

$249

$345

111W219A

Online Webcast, Internet

10/12/15

WEBCAST: Fraud: Recent Findings, Red Flags and Corruption Schemes

4

1 p - 4:30 p

$149

$199

111W220A

Online Webcast, Internet

10/13/15

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors

8

9a-5p

$249

$345

111W221A

Online Webcast, Internet

10/13/15

WEBCAST: Accounting and Auditing Update

4

1p-5p

$149

$199

111W222A

Online Webcast, Internet

10/14/15

WEBCAST: Compilation, Preparation, and Review Engagements Update

4

1 p - 4:30 p

$149

$199

111W224A

Online Webcast, Internet

10/15/15

Business Systems Rule and the Accounting System Passing the Government’s System Review

8

8 a - 3:30 a

$295

$395

111029

10/15/15

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W225A

Governmental Accounting and Reporting

8

8 a - 3:30 p

$295

$395

111225A

10/7/15

10/16/15

44

Doubletree Hotel, Columbia

Johns Hopkins University Montgomery County Campus, Rockville Online Webcast, Internet Johns Hopkins University Montgomery County Campus, Rockville

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

ACCOUNTING & AUDITING (CONT.) 10/16/15

WEBCAST: Accounting for Deferred Income Taxes

8

9a-4p

$249

$345

111W226A

Online Webcast, Internet

10/16/15

WEBCAST: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W227A

Online Webcast, Internet

10/19/15

WEBCAST: Engagement Essentials: Preparation, Compilation, and Review of Financial Statements

8

10:30 a - 6:30 p

$249

$345

111W228A

Online Webcast, Internet

10/19/15

WEBCAST: Not-for-Profit Accounting and Auditing Update

4

1p-5p

$149

$199

111W229A

Online Webcast, Internet

10/20/15

WEBCAST: Forensic Accounting: Uncovering Schemes and Scams

4

9a-1p

$149

$199

111W230A

Online Webcast, Internet

10/20/15

WEBCAST: Internal Controls and Risk Assessment: Key Factors in a Successful Audit

8

9a-5p

$249

$345

111W231A

Online Webcast, Internet

10/21/15

WEBCAST: Statement of Cash Flows: Preparation, Presentation, and Use

4

1p-4p

$149

$199

111W233A

Online Webcast, Internet

10/22/15

Case Studies in Not-for-Profit Accounting and Auditing

8

8 a - 3:30 p

$295

$395

111226A

10/23/15

WEBCAST: Yellow Book Financial Audits

4

1 p - 4:30 p

$149

$199

111W239A

10/23/15

ESC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140102

10/26/15

Digging Deeper with Data Analysis

8

8 a - 3:30 p

$295

$395

111230A

10/27/15

Introduction to the Accounting Requirements of Government Contracts

8

8 a - 3:30 p

$295

$395

111028

10/27/15

WEBCAST: Introduction to the Accounting Requirements of Government Contracts

8

8 a - 3:30 p

$245

$245

11W0005

LIVE- ONLINE WEBCAST, INTERNET

10/28/15

Fundamentals for Performing a Single Audit Under the Uniform Guidance for Federal Awards

8

8 a - 3:30 p

$295

$395

111227A

The Loyola Graduate Center, Timonium

10/29/15

Audits of State and Local Governments: What You Need to Know

8

8 a - 3:30 p

$295

$395

111228A

Johns Hopkins University Montgomery County Campus, Rockville

10/29/15

WEBCAST: The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

1 p - 4:30 p

$149

$199

111W247A

10/30/15

Common Frauds and Internal Controls for Revenue, Purchasing, and Cash Receipts

8

8 a - 3:30 p

$295

$395

111235A

10/30/15

WEBCAST: GASB Statement No. 68 Audit and Accounting Workshop

4

1p-5p

$149

$199

111W250A

11/2/15

Accounting and Auditing Current Developments

8

8 a - 3:30 p

$220

$320

111008

11/2/15

WEBCAST: Construction Contractors: Accounting, Auditing, and Tax

8

10:30 a - 6 p

$249

$345

111W251A

Online Webcast, Internet

11/2/15

WEBCAST: Not-for-Profit Accounting & Reporting: From Start to Finish

8

10:30 a - 6:30 p

$249

$345

111W252A

Online Webcast, Internet

11/2/15

WMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140103

11/3/15

WEBCAST: Internal Controls and Risk Assessment: Key Factors in a Successful Audit

8

9a-5p

$249

$345

111W254A

11/3/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140151

Stevenson Univ. - Rockland Ctr. Hall, Owings Mills

11/5/15

What’s New in Preparation Compilation & Review: SSARS 21 In Depth

4

12 p - 3:30 p

$150

$200

111010

The Loyola Graduate Center, Timonium

11/6/15

Identity Theft: Preventing, Detecting, and Investigating Identity Theft

8

8 a - 3:30 p

$295

$395

111233A

MACPA Columbia Center, Columbia

Frequent Frauds Found in Not-for-Profits

4

8 a - 11:30 a

$150

$200

111263A

Johns Hopkins University Montgomery County Campus, Rockville

11/6/15

OCTOBER 2015

The Loyola Graduate Center, Timonium Online Webcast, Internet Salisbury University Commons Bldg., Salisbury MACPA Columbia Center, Columbia Handelman Learning Center, Columbia

Online Webcast, Internet The Loyola Graduate Center, Timonium Online Webcast, Internet Bowie Comfort Inn Hotel & Conference Center, Bowie

Penn Alps Restaurant & Craft Shop, Grantsville Online Webcast, Internet

45

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

ACCOUNTING & AUDITING (CONTINUED) 11/6/15

Johns Hopkins University Montgomery County Campus, Rockville

Yellow Book Financial Audits

4

12 p - 3:30 p

$150

$200

111264A

11/9/15

WEBCAST: Accounting for Deferred Income Taxes

8

10:30 a - 6 p

$249

$345

111W259A

Online Webcast, Internet

11/9/15

WEBCAST: Compilation, Preparation, and Review Engagements Update

4

10:30 a - 2 p

$149

$199

111W260A

Online Webcast, Internet

11/9/15

WEBCAST: Audits of HUD-Assisted Projects

4

10:30 a - 2:30 p

$149

$199

111W261A

Online Webcast, Internet

11/9/15

MMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140105

11/10/15

Yellow Book Financial Audits

4

8 a - 11:30 a

$150

$200

111257A

MACPA Columbia Center, Columbia

11/10/15

Frequent Frauds Found in Governments

4

12 p - 3:30 p

$150

$200

111259A

MACPA Columbia Center, Columbia

11/10/15

WEBCAST: Analyzing a Company’s Financial Statement

4

9 a - 12:30 p

$149

$199

111W262A

Online Webcast, Internet

11/10/15

WEBCAST: Preventing and Detecting Identity Theft

8

9a-5p

$249

$345

111W263A

Online Webcast, Internet

11/11/15

Governmental and Not-for-Profit Annual Update

8

8 a - 3:30 p

$295

$395

111260A

11/13/15

WEBCAST: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

9 a - 12:30 p

$149

$199

111W265A

Online Webcast, Internet

11/13/15

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W266A

Online Webcast, Internet

11/13/15

WEBCAST: Recognizing and Responding to Fraud Risk in Governmental and Not-for-Profit Organizations

4

1p-5p

$149

$199

111W267A

Online Webcast, Internet

11/13/15

NEC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140106

University Center - formerly HEAT Ctr, Aberdeen

11/16/15

Advanced Issues in Preparation, Compilation, and Review Engagements

4

8 a - 11:30 a

$150

$200

1111253

MACPA Columbia Center, Columbia

11/16/15

The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

12 p - 3:30 p

$150

$200

111254

MACPA Columbia Center, Columbia

11/16/15

WEBCAST: Yellow Book Financial Audits

4

10:30 a - 2 p

$149

$199

111W269A

Online Webcast, Internet

11/16/15

WEBCAST: Accounting and Auditing Update

4

1p-5p

$149

$199

111W270A

Online Webcast, Internet

11/16/15

AACC: The Future of Accounting: Professional Issues Update - Fall 2015

4

1 p - 4:30 p

$0

$250

140107

Anne Arundel Community College, Arnold

11/17/15

Implementing SSARS 21: Preparation, Compilation, Review & the Cash and Tax Basis of Accounting

8

8 a - 3:30 p

$295

$395

111014

Loyola University Maryland Graduate Ctr Columbia Campus, Columbia

11/17/15

Internal Control Best Practices for Small- and Medium-Sized Entities

8

8 a - 3:30 p

$295

$395

111232A

11/17/15

WEBCAST: Revenue Recognition: Mastering the New FASB Requirements

8

9a-5p

$249

$345

111W440A

Online Webcast, Internet

11/18/15

WEBCAST: New FASB Developments for Business & Industry

4

1 p - 4:30 p

$149

$199

111W271A

Online Webcast, Internet

11/18/15

WEBCAST: Not-for-Profit Accounting and Auditing Update

4

1p-5p

$149

$199

111W272A

Online Webcast, Internet

11/19/15

WEBCAST: Forensic Accounting: Uncovering Schemes and Scams

4

1p-4p

$149

$199

111W273A

Online Webcast, Internet

11/20/15

WEBCAST: Engagement Essentials: Preparation, Compilation, and Review of Financial Statements

8

9a-5p

$249

$345

111W276A

Online Webcast, Internet

11/23/15

WEBCAST: Audit Workpapers: Documenting and Reviewing Field Work

8

10:30 a - 6:30 p

$249

$345

111W278A

Online Webcast, Internet

46

Mount Continuing Studies Center, Frederick

The Loyola Graduate Center, Timonium

The Loyola Graduate Center, Timonium

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

ACCOUNTING & AUDITING (CONTINUED) 11/23/15

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors

8

10:30 a - 6:30 p

11/23/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

11/23/15

FALL ACCESS: Forensic Accounting: Uncovering Schemes and Scams

11/23/15

$249

$345

111W279A

8:30 a - 12 p

$0

$250

140108

Ten Oaks Ballroom & Conference Center, Clarksville

4

8 a - 11:30 a

$150

$200

1FALL0

Doubletree Hotel, Columbia

FALL ACCESS: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

12 p - 3:30 p

$150

$200

1FALL2

Doubletree Hotel, Columbia

11/24/15

WEBCAST: The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

9 a - 12:30 p

$149

$199

111W281A

Online Webcast, Internet

11/24/15

WEBCAST: Fraud: Recent Findings, Red Flags and Corruption Schemes

4

1 p - 4:30 p

$149

$199

111W282A

Online Webcast, Internet

11/24/15

SMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140104

Waldorf Jaycee Community Ctr, Waldorf

11/24/15

FALL ACCESS: Accounting and Auditing Update

4

8 a - 11:30 a

$150

$200

1FALL4

Doubletree Hotel, Columbia

11/24/15

FALL ACCESS: Special Purpose Frameworks Alternatives to GAAP

4

12 p - 3:30 p

$150

$200

1FALL6

Doubletree Hotel, Columbia

11/25/15

WEBCAST: Statement of Cash Flows: Preparation, Presentation, and Use

4

1p-4p

$149

$199

111W285A

Online Webcast, Internet

11/25/15

WEBCAST: GASB Statement No. 68 Audit and Accounting Workshop

4

1p-5p

$149

$199

111W286A

Online Webcast, Internet

11/30/15

Annual Update for Preparation, Compilation, and Review Engagements

8

8 a - 3:30 p

$295

$395

111262A

11/30/15

WEBCAST: Applying the Uniform Guidance for Federal Awards in Your Single Audits

8

10:30 a - 6:30 p

$249

$345

111W288A

11/30/15

CAC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140110

12/1/15

GAAS: A Comprehensive Review for Auditors

8

8 a - 3:30 p

$295

$395

111224A

Mount Continuing Studies Center, Frederick

12/1/15

Accounting and Auditing Update

4

8 a - 11:30 a

$150

$200

111267A

MACPA Columbia Center, Columbia

12/1/15

Fraud and Cash Receipts: Common Frauds and Internal Controls

4

12 p - 3:30 p

$150

$200

111268A

MACPA Columbia Center, Columbia

12/1/15

WEBCAST: Internal Controls and Risk Assessment: Key Factors in a Successful Audit

8

9a-5p

$249

$345

111W290A

Online Webcast, Internet

12/2/15

Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes

8

8 a - 3:30 p

$295

$395

111234A

12/2/15

WEBCAST: New FASB Developments for Business & Industry

4

1 p - 4:30 p

$149

$199

111W293A

Online Webcast, Internet

12/2/15

WEBCAST: Not-for-Profit Accounting and Auditing Update

4

1p-5p

$149

$199

111W294A

Online Webcast, Internet

12/3/15

Business Systems Rule and the Accounting System: Passing the Government’s System Review

8

8 a - 3:30 p

$295

$395

111033

12/3/15

Identity Theft: Preventing, Detecting, and Investigating Identity Theft

8

8 a - 3:30 p

$295

$395

111269A

12/3/15

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W296A

12/3/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140111

12/4/15

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors

8

9a-5p

$249

$345

111W299A

Online Webcast, Internet

12/4/15

WEBCAST: Compilation, Preparation, and Review Engagements Update

4

1p-4p

$149

$199

111W300A

Online Webcast, Internet

OCTOBER 2015

Online Webcast, Internet

The Loyola Graduate Center, Timonium Online Webcast, Internet Johns Hopkins University Montgomery County Campus, Rockville

Johns Hopkins University Montgomery County Campus, Rockville

University Center - formerly HEAT Ctr, Aberdeen Johns Hopkins University Montgomery County Campus, Rockville Online Webcast, Internet Sheppard Pratt Health Sys - Conf.

Ctr (Conference Center), Towson

47

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

Four, 4-hour CPE sessions.

Choose from 8 course options to maximize your CPE this fall.

(F)ALL

ACCESS CPE

Nov 23-24 (F)All Access is a two-day CPE event that covers a wide range of topics. Each day offers two, fourhour CPE sessions. Each session offers a vairety of options. A total of 16 hours of CPE are available.

Event ID: 1Fall1-8 | macpa.org/FallAccess

48

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

ACCOUNTING & AUDITING (CONTINUED) The Loyola Graduate Center, Timonium

12/7/15

Accounting and Auditing Current Developments

8

8 a - 3:30 p

$220

$320

111011

12/7/15

WEBCAST: Engagement Essentials: Preparation, Compilation, and Review of Financial Statements

8

10:30 a - 6:30 p

$249

$345

111W301A

Online Webcast, Internet

12/7/15

WEBCAST: Yellow Book Financial Audits

4

1 p - 4:30 p

$149

$199

111W302A

Online Webcast, Internet

12/7/15

WEBCAST: Statement of Cash Flows: Preparation, Presentation, and Use

4

1p-4p

$149

$199

111W303A

Online Webcast, Internet

12/8/15

Revenue Recognition - Overview & Implementation Issues

4

12 p - 3:30 p

$150

$200

111013

MACPA Columbia Center, Columbia

12/8/15

WEBCAST: Audit Workpapers: Documenting and Reviewing Field Work

8

9a-5p

$249

$345

111W351A

Online Webcast, Internet

12/9/15

Frequent Frauds Found in Governments and Notfor-Profits

8

8 a - 3:30 p

$295

$395

111277A

MACPA Columbia Center, Columbia

12/10/15

Government Contractors and Indirect Cost Rates: Preparation and Surviving the Government Audit

8

8 a - 3:30 p

$295

$395

111030

Governmental Accounting and Auditing Update

8

8 a - 3:30 p

$295

$395

111265A

12/11/15

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W310A

Online Webcast, Internet

12/11/15

WEBCAST: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W311A

Online Webcast, Internet

12/11/15

WEBCAST: Audits of 401(k) Plans

8

9 a - 4:40 p

$249

$345

111W353A

Online Webcast, Internet

12/14/15

WEBCAST: Not-for-Profit Accounting & Reporting: From Start to Finish

8

10:30 a - 6:30 p

$249

$345

111W314A

Online Webcast, Internet

12/15/15

WEBCAST: Accounting for Deferred Income Taxes

8

9a-4p

$249

$345

111W315A

Online Webcast, Internet

12/16/15

WEBCAST: GASB Statement No. 68 Audit and Accounting Workshop

4

1p-5p

$149

$199

111W318A

Online Webcast, Internet

12/17/15

Accounting and Reporting for Not-for-Profit Organizations

8

8 a - 3:30 p

$295

$395

111237A

12/17/15

WEBCAST: Forensic Accounting: Uncovering Schemes and Scams

4

1p-4p

$149

$199

111W321A

Online Webcast, Internet

12/18/15

WEBCAST: Revenue Recognition: Mastering the New FASB Requirements

8

9a-5p

$249

$345

111W441A

Online Webcast, Internet

12/21/15

WEBCAST: Fraud: Recent Findings, Red Flags and Corruption Schemes

4

10:30 a - 2:30 p

$149

$199

111W326A

Online Webcast, Internet

12/21/15

WEBCAST: Preventing and Detecting Identity Theft

8

10:30 a - 6:30 p

$249

$345

111W327A

Online Webcast, Internet

12/21/15

WEBCAST: The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

1 p - 4:30 p

$149

$199

111W328A

Online Webcast, Internet

12/22/15

WEBCAST: Applying the Uniform Guidance for Federal Awards in Your Single Audits

8

9a-5p

$249

$345

111W346A

Online Webcast, Internet

12/22/15

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants, & Auditors

8

9a-5p

$249

$345

111W405A

Online Webcast, Internet

12/23/15

WEBCAST: Accounting and Auditing Update

4

1p-5p

$149

$199

111W330A

Online Webcast, Internet

12/28/15

WEBCAST: Construction Contractors: Accounting, Auditing, and Tax

8

10:30 a - 6 p

$249

$345

111W331A

Online Webcast, Internet

12/28/15

WEBCAST: Audits of HUD-Assisted Projects

4

10:30 a - 2:30 p

$149

$199

111W356A

Online Webcast, Internet

12/10/15

OCTOBER 2015

Loyola University Maryland Graduate Ctr Columbia Campus, Columbia Johns Hopkins University Montgomery County Campus, Rockville

Johns Hopkins University Montgomery County Campus, Rockville

49

DATE

COURSE TITLE

CPE

TIME

Thought Leader Series

MEMBER

NON-MEM EVENT ID

LOCATION

Most individuals who move into leadership positions experience the modern day version of trial by ordeal. It’s sink or swim.

To reduce the learning curve and create a more effective process, Alan Paterson provides a road map for leadership development, one that enables selfmotivated professionals in the world of finance and accounting to take control of their career development.

It is a series of four stages that allow them to expand personal competence and create a broader impact on the organization.

“LEADER EVOLUTION: FROM TECHNICAL EXPERTISE TO STRATEGIC LEADERSHIP”

with Dr. Alan M. Patterson November 19 Sheraton Columbia / Event ID: 191017 This event will offer a pragmatic approach for self-motived individuals to take control of their professional development by giving them the concepts, tools, techniques, and assignments to develop their leadership effectiveness where it counts the most-on the job. Whether in public accounting or business and industry, successful professionals move through four critical stages in their careers. A series of changes is needed to enhance technical expertise and personal competence to help create a broader impact on the business. Dr. Patterson will demystify what it takes to operate at a higher, more strategic level by describing not only critical skills and behaviors, but also the shifts required in thinking and perspective taking.

REGISTER TODAY:

50

BLIonline.org/LeaderEvolution

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

ACCOUNTING & AUDITING (CONTINUED) 12/29/15

WEBCAST: Audit Workpapers: Documenting and Reviewing Field Work

8

9a-5p

$249

$345

111W332A

Online Webcast, Internet

12/29/15

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W333A

Online Webcast, Internet

12/30/15

WEBCAST: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W335A

Online Webcast, Internet

12/30/15

WEBCAST: Recognizing and Responding to Fraud Risk in Governmental and Not-for-Profit Organizations

4

1p-5p

$149

$199

111W336A

Online Webcast, Internet

1/5/2016

WEBCAST: Audit Workpapers: Documenting and Reviewing Field Work

8

9a-5p

$249

$345

111W352A

Online Webcast, Internet

1/7/2016

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W342A

Online Webcast, Internet

1/7/2016

WEBCAST: Fraud: Recent Findings, Red Flags and Corruption Schemes

4

1 p - 4:30 p

$149

$199

111W397A

Online Webcast, Internet

1/8/2016

WEBCAST: Compilation, Preparation, and Review Engagements Update

4

9 a - 12 p

$149

$199

111W359A

Online Webcast, Internet

1/11/2016

WEBCAST: Revenue Recognition: Mastering the New FASB Requirements

8

10:30 a - 6:30 p

$249

$345

111W442A

Online Webcast, Internet

1/12/2016

WEBCAST: Construction Contractors: Accounting, Auditing, Tax

8

9a-4p

$249

$345

111W363A

Online Webcast, Internet

1/14/2016

Not-for-Profit Organizations: Key Accounting and Reporting Considerations

4

8 a - 11:30 a

$150

$200

111272A

Johns Hopkins University Montgomery County Campus, Rockville

1/14/2016

GASB Statement No. 68 Audit and Accounting Workshop

4

12 p - 3:30 p

$150

$200

111273A

Johns Hopkins University Montgomery County Campus, Rockville

1/14/2016

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W432A

Online Webcast, Internet

1/15/2016

WEBCAST: Not-for-Profit Accounting & Reporting: From Start to Finish

8

9a-5p

$249

$345

111W415A

Online Webcast, Internet

1/15/2016

WEBCAST: Preventing and Detecting Identity Theft

8

9a-5p

$249

$345

111W428A

Online Webcast, Internet

1/19/2016

WEBCAST: Engagement Essentials: Preparation, Compilation, and Review of Financial Statements

8

9a-5p

$249

$345

111W369A

Online Webcast, Internet

1/19/2016

WEBCAST: The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

1 p - 4:30 p

$149

$199

111W458A

Online Webcast, Internet

1/20/2016

WEBCAST: New FASB Developments for Business & Industry

4

1 p - 4:30 p

$149

$199

111W411A

Online Webcast, Internet

1/20/2016

WEBCAST: Not-for-Profit Accounting and Auditing Update

4

1p-5p

$149

$199

111W418A

Online Webcast, Internet

1/21/2016

WEBCAST: Forensic Accounting: Uncovering Schemes and Scams

4

1p-4p

$149

$199

111W387A

Online Webcast, Internet

1/22/2016

WEBCAST: Accounting and Auditing Update

4

1p-5p

$149

$199

111W337A

Online Webcast, Internet

1/22/2016

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants, & Auditors

8

9a-5p

$249

$345

111W406A

Online Webcast, Internet

1/25/2016

WEBCAST: Accounting for Deferred Income Taxes

8

10:30 a - 6 p

$249

$345

111W341A

Online Webcast, Internet

1/26/2016

Incurred Cost Audits of Government Contractors & Subcontractors

8

8 a - 3:30 p

$295

$395

111031

1/26/2016

WEBCAST: Applying the Uniform Guidance for Federal Awards in Your Single Audits

8

9a-5p

$249

$345

111W347A

OCTOBER 2015

Loyola University Maryland Graduate Ctr Columbia Campus, Columbia Online Webcast, Internet

51

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

ACCOUNTING & AUDITING (CONTINUED) 1/27/2016

WEBCAST: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W392A

Online Webcast, Internet

1/27/2016

WEBCAST: Yellow Book Financial Audits

4

1 p - 4:30 p

$149

$199

111W462A

Online Webcast, Internet

1/29/2016

WEBCAST: Audits of 401(k) Plans

8

9 a - 4:40 p

$249

$345

111W354A

Online Webcast, Internet

2/1/2016

WEBCAST: Applying the Uniform Guidance for Federal Awards in Your Single Audits

8

10:30 a - 6:30 p

$249

$345

111W348A

Online Webcast, Internet

2/2/2016

WEBCAST: Preventing and Detecting Identity Theft

8

9a-5p

$249

$345

111W429A

Online Webcast, Internet

2/9/2016

WEBCAST: Revenue Recognition: Mastering the New FASB Requirements

8

9a-5p

$249

$345

111W443A

Online Webcast, Internet

2/10/2016

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W433A

Online Webcast, Internet

2/11/2016

WEBCAST: Compilation, Preparation, and Review Engagements Update

4

1p-4p

$149

$199

111W360A

Online Webcast, Internet

2/12/2016

WEBCAST: Fraud: Recent Findings, Red Flags and Corruption Schemes

4

1 p - 4:30 p

$149

$199

111W398A

Online Webcast, Internet

2/17/2016

WEBCAST: Accounting and Auditing Update

4

1p-5p

$149

$199

111W338A

Online Webcast, Internet

2/18/2016

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W343A

Online Webcast, Internet

2/18/2016

WEBCAST: Forensic Accounting: Uncovering Schemes and Scams

4

1p-4p

$149

$199

111W388A

Online Webcast, Internet

2/19/2016

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants, & Auditors

8

9a-5p

$249

$345

111W407A

Online Webcast, Internet

2/23/2016

WEBCAST: New FASB Developments for Business & Industry

4

1 p - 4:30 p

$149

$199

111W412A

Online Webcast, Internet

2/23/2016

WEBCAST: The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

1 p - 4:30 p

$149

$199

111W459A

Online Webcast, Internet

A ICPA W E B C AS T S 10/1/15

WEBCAST: The CPA’s Role in Buying or Selling a Business

4

1p-5p

$149

$199

111W205A

Online Webcast, Internet

10/2/15

WEBCAST: Audit Workpapers: Documenting and Reviewing Field Work

8

9a-5p

$249

$345

111W206A

Online Webcast, Internet

10/2/15

WEBCAST: Not-for-Profit Accounting & Reporting: From Start to Finish

8

9a-5p

$249

$345

111W207A

Online Webcast, Internet

10/5/15

WEBCAST: Excel for Accounting Professionals Session 1: Tables and Named References

2

12:30 p - 2:30 p

$105

$145

111W208A

Online Webcast, Internet

10/5/15

WEBCAST: Audits of HUD-Assisted Projects

4

1p-5p

$149

$199

111W209A

Online Webcast, Internet

10/5/15

WEBCAST: Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

2

3p-5p

$105

$145

111W210A

Online Webcast, Internet

10/6/15

WEBCAST: Preventing and Detecting Identity Theft

8

9a-5p

$249

$345

111W211A

Online Webcast, Internet

10/6/15

WEBCAST: Revenue Recognition: Mastering the New FASB Requirements

8

9a-5p

$249

$345

111W439A

Online Webcast, Internet

10/7/15

WEBCAST: Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

2

12:30 p - 2:30 p

$105

$145

111W212A

Online Webcast, Internet

10/7/15

WEBCAST: Controller’s Update: Today’s Latest Trends

4

1p-5p

$149

$199

111W213A

Online Webcast, Internet

52

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

AICPA WEBCASTS ( CONTINUED) 10/7/15

WEBCAST: Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

2

3p-5p

$105

$145

111W214A

Online Webcast, Internet

10/8/15

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W215A

Online Webcast, Internet

10/8/15

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

2p-4p

$99

$124

111W375A

Online Webcast, Internet

10/9/15

WEBCAST: Construction Contractors: Accounting, Auditing, and Tax

8

9a-4p

$249

$345

111W216A

Online Webcast, Internet

10/9/15

WEBCAST: Recognizing and Responding to Fraud Risk in Governmental and Not-for-Profit Organizations

4

1p-5p

$149

$199

111W217A

Online Webcast, Internet

10/12/15

WEBCAST: New FASB Developments for Business & Industry

4

10:30 a - 2 p

$149

$199

111W218A

Online Webcast, Internet

10/12/15

WEBCAST: Applying the Uniform Guidance for Federal Awards in Your Single Audits

8

10:30 a - 6:30 p

$249

$345

111W219A

Online Webcast, Internet

10/12/15

WEBCAST: Fraud: Recent Findings, Red Flags and Corruption Schemes

4

1 p - 4:30 p

$149

$199

111W220A

Online Webcast, Internet

10/13/15

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors

8

9a-5p

$249

$345

111W221A

Online Webcast, Internet

10/13/15

WEBCAST: Accounting and Auditing Update

4

1p-5p

$149

$199

111W222A

Online Webcast, Internet

10/14/15

WEBCAST: Health Care Reform Act: Critical Tax and Insurance Ramifications

4

1 p - 4:30 p

$149

$199

111W223A

Online Webcast, Internet

10/14/15

WEBCAST: Compilation, Preparation, and Review Engagements Update

4

1 p - 4:30 p

$149

$199

111W224A

Online Webcast, Internet

10/15/15

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W225A

Online Webcast, Internet

10/16/15

WEBCAST: Accounting for Deferred Income Taxes

8

9a-4p

$249

$345

111W226A

Online Webcast, Internet

10/16/15

WEBCAST: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W227A

Online Webcast, Internet

10/19/15

WEBCAST: Engagement Essentials: Preparation, Compilation, and Review of Financial Statements

8

10:30 a - 6:30 p

$249

$345

111W228A

Online Webcast, Internet

10/19/15

WEBCAST: Not-for-Profit Accounting and Auditing Update

4

1p-5p

$149

$199

111W229A

Online Webcast, Internet

10/20/15

WEBCAST: Forensic Accounting: Uncovering Schemes and Scams

4

9a-1p

$149

$199

111W230A

Online Webcast, Internet

10/20/15

WEBCAST: Internal Controls and Risk Assessment: Key Factors in a Successful Audit

8

9a-5p

$249

$345

111W231A

Online Webcast, Internet

10/20/15

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W232A

Online Webcast, Internet

10/21/15

WEBCAST: Statement of Cash Flows: Preparation, Presentation, and Use

4

1p-4p

$149

$199

111W233A

Online Webcast, Internet

10/21/15

Financial Forecasting: Planning for Success

4

1 p - 4:40 p

$149

$199

111W234A

Online Webcast, Internet

10/22/15

WEBCAST: Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups

2

12:30 p - 2:30 p

$105

$145

111W235A

Online Webcast, Internet

10/22/15

WEBCAST: Smart Tax Planning Strategies for Individuals

4

1 p - 4:30 p

$149

$199

111W236A

Online Webcast, Internet

10/22/15

WEBCAST: Excel for Accounting Professionals Session 6: List Comparisons and Indenting

2

3p-5p

$105

$145

111W237A

Online Webcast, Internet

10/23/15

WEBCAST: Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

8

9a-5p

$249

$345

111W238A

Online Webcast, Internet

10/23/15

WEBCAST: Yellow Book Financial Audits

4

1 p - 4:30 p

$149

$199

111W239A

Online Webcast, Internet

OCTOBER 2015

53

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

AICPA WEBCASTS (CONTINUED) 10/26/15

WEBCAST: Form 990: A Comprehensive Approach to Accurate Preparation

8

10:30 a - 6:30 p

$249

$345

111W240A

Online Webcast, Internet

10/26/15

WEBCAST: IRS Disputes: Identifying Options for Your Client

4

1 p - 4:30 p

$149

$199

111W241A

Online Webcast, Internet

10/26/15

WEBCAST: Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs

4

1 p - 4:30 p

$149

$199

111W242A

Online Webcast, Internet

10/27/15

WEBCAST: Payroll Taxes and 1099 Issues: Everything You Need to Know

8

9a-5p

$249

$345

111W243A

Online Webcast, Internet

10/28/15

WEBCAST: Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

2

12:30 p - 2:30 p

$105

$145

111W244A

Online Webcast, Internet

10/28/15

WEBCAST: Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

2

3p-5p

$105

$145

111W245A

Online Webcast, Internet

10/29/15

WEBCAST: Risk, Cost, and Cash Management for Controllers and Financial Managers

4

1 p - 4:30 p

$149

$199

111W246A

Online Webcast, Internet

10/29/15

WEBCAST: The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

1 p - 4:30 p

$149

$199

111W247A

Online Webcast, Internet

10/30/15

WEBCAST: Capitalized Costs and Depreciation: Key Issues and Answer

4

9 a - 12:30 p

$149

$199

111W248A

Online Webcast, Internet

10/30/15

WEBCAST: Taxation Essentials of LLCs and Partnerships

8

9a-5p

$249

$345

111W249A

Online Webcast, Internet

10/30/15

WEBCAST: GASB Statement No. 68 Audit and Accounting Workshop

4

1p-5p

$149

$199

111W250A

Online Webcast, Internet

11/2/15

WEBCAST: Construction Contractors: Accounting, Auditing, and Tax

8

10:30 a - 6 p

$249

$345

111W251A

Online Webcast, Internet

11/2/15

WEBCAST: Not-for-Profit Accounting & Reporting: From Start to Finish

8

10:30 a - 6:30 p

$249

$345

111W252A

Online Webcast, Internet

11/3/15

WEBCAST: Smart Tax Planning Strategies for Individuals

4

9 a - 12:30 p

$149

$199

111W253A

Online Webcast, Internet

11/3/15

WEBCAST: Internal Controls and Risk Assessment: Key Factors in a Successful Audit

8

9a-5p

$249

$345

111W254A

Online Webcast, Internet

11/4/15

WEBCAST: IRS Disputes: Identifying Options for Your Client

4

1 p - 4:30 p

$149

$199

111W255A

Online Webcast, Internet

11/5/15

WEBCAST: Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs

4

1 p - 4:30 p

$149

$199

111W256A

Online Webcast, Internet

11/6/15

WEBCAST: Form 990: A Comprehensive Approach to Accurate Preparation

8

9a-5p

$249

$345

111W257A

Online Webcast, Internet

11/6/15

WEBCAST: Taxation Essentials of LLCs and Partnerships

8

9a-5p

$249

$345

111W258A

Online Webcast, Internet

11/9/15

WEBCAST: Accounting for Deferred Income Taxes

8

10:30 a - 6 p

$249

$345

111W259A

Online Webcast, Internet

11/9/15

WEBCAST: Compilation, Preparation, and Review Engagements Update

4

10:30 a - 2 p

$149

$199

111W260A

Online Webcast, Internet

11/9/15

WEBCAST: Audits of HUD-Assisted Projects

4

10:30 a - 2:30 p

$149

$199

111W261A

Online Webcast, Internet

11/10/15

WEBCAST: Analyzing a Company’s Financial Statement

4

9 a - 12:30 p

$149

$199

111W262A

Online Webcast, Internet

11/10/15

WEBCAST: Preventing and Detecting Identity Theft

8

9a-5p

$249

$345

111W263A

Online Webcast, Internet

11/10/15

WEBCAST: Health Care Reform Act: Critical Tax and Insurance Ramifications

4

1 p - 4:30 p

$149

$199

111W264A

Online Webcast, Internet

11/12/15

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

2p-4p

$99

$124

111W376A

Online Webcast, Internet

11/13/15

WEBCAST: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

9 a - 12:30 p

$149

$199

111W265A

Online Webcast, Internet

54

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

AICPA WEBCASTS ( CONTINUED) 11/13/15

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W266A

Online Webcast, Internet

11/13/15

WEBCAST: Recognizing and Responding to Fraud Risk in Governmental and Not-for-Profit Organizations

4

1p-5p

$149

$199

111W267A

Online Webcast, Internet

11/16/15

WEBCAST: Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

8

10:30 a - 6:30 p

$249

$345

111W268A

Online Webcast, Internet

11/16/15

WEBCAST: Yellow Book Financial Audits

4

10:30 a - 2 p

$149

$199

111W269A

Online Webcast, Internet

11/16/15

WEBCAST: Accounting and Auditing Update

4

1p-5p

$149

$199

111W270A

Online Webcast, Internet

11/16/15

WEBCAST: PFP Boot Camp: PFP Fundamentals & Professional Responsibilities

3

11:30 a - 2 p

$139

$174

111W425A

Online Webcast, Internet

11/16/15

WEBCAST: PFP Boot Camp: Time Value of Money Concepts and Calculations

2

2:30 p - 4 p

$105

$145

111W427A

Online Webcast, Internet

11/17/15

WEBCAST: Revenue Recognition: Mastering the New FASB Requirements

8

9a-5p

$249

$345

111W440A

Online Webcast, Internet

11/18/15

WEBCAST: New FASB Developments for Business & Industry

4

1 p - 4:30 p

$149

$199

111W271A

Online Webcast, Internet

11/18/15

WEBCAST: Not-for-Profit Accounting and Auditing Update

4

1p-5p

$149

$199

111W272A

Online Webcast, Internet

11/19/15

WEBCAST: Forensic Accounting: Uncovering Schemes and Scams

4

1p-4p

$149

$199

111W273A

Online Webcast, Internet

11/19/15

WEBCAST: Financial Forecasting: Planning for Success

4

1 p - 4:40 p

$149

$199

111W274A

Online Webcast, Internet

11/20/15

WEBCAST: Controller’s Update: Today’s Latest Trends

4

9a-1p

$149

$199

111W275A

Online Webcast, Internet

11/20/15

WEBCAST: Engagement Essentials: Preparation, Compilation, and Review of Financial Statements

8

9a-5p

$249

$345

111W276A

Online Webcast, Internet

11/20/15

WEBCAST: Risk, Cost, and Cash Management for Controllers and Financial Managers

4

1 p - 4:30 p

$149

$199

111W277A

Online Webcast, Internet

11/23/15

WEBCAST: Audit Workpapers: Documenting and Reviewing Field Work

8

10:30 a - 6:30 p

$249

$345

111W278A

Online Webcast, Internet

11/23/15

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors

8

10:30 a - 6:30 p

$249

$345

111W279A

Online Webcast, Internet

11/23/15

WEBCAST: PFP Boot Camp: Estate and Charitable Planning

3

2:30 p - 5 p

$139

$174

111W421A

Online Webcast, Internet

11/23/15

WEBCAST: PFP Boot Camp: Income Tax Planning

3

11:30 a - 2 p

$139

$174

111W422A

Online Webcast, Internet

11/24/15

WEBCAST: Capitalized Costs and Depreciation: Key Issues and Answers

4

9 a - 12:30 p

$149

$199

111W280A

Online Webcast, Internet

11/24/15

WEBCAST: The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

9 a - 12:30 p

$149

$199

111W281A

Online Webcast, Internet

11/24/15

WEBCAST: Fraud: Recent Findings, Red Flags and Corruption Schemes

4

1 p - 4:30 p

$149

$199

111W282A

Online Webcast, Internet

11/24/15

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W283A

Online Webcast, Internet

11/25/15

WEBCAST: The CPA’s Role in Buying or Selling a Business

4

1p-5p

$149

$199

111W284A

Online Webcast, Internet

11/25/15

WEBCAST: Statement of Cash Flows: Preparation, Presentation, and Use

4

1p-4p

$149

$199

111W285A

Online Webcast, Internet

11/25/15

WEBCAST: GASB Statement No. 68 Audit and Accounting Workshop

4

1p-5p

$149

$199

111W286A

Online Webcast, Internet

11/30/15

WEBCAST: Payroll Taxes and 1099 Issues: Everything You Need to Know

8

10:30 a - 6:30 p

$249

$345

111W287A

Online Webcast, Internet

OCTOBER 2015

55

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

AICPA WEBCASTS (CONTINUED) 11/30/15

WEBCAST: Applying the Uniform Guidance for Federal Awards in Your Single Audits

8

10:30 a - 6:30 p

$249

$345

111W288A

Online Webcast, Internet

12/1/15

WEBCAST: Form 990: A Comprehensive Approach to Accurate Preparation

8

9a-5p

$249

$345

111W289A

Online Webcast, Internet

12/1/15

WEBCAST: Internal Controls and Risk Assessment: Key Factors in a Successful Audit

8

9a-5p

$249

$345

111W290A

Online Webcast, Internet

12/1/15

Excel for Accounting Professionals Session 1: Tables and Named References

2

12:30 p - 2:30 p

$105

$145

111W291A

Online Webcast, Internet

12/1/15

WEBCAST: Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

2

3p-5p

$105

$145

111W292A

Online Webcast, Internet

12/2/15

WEBCAST: New FASB Developments for Business & Industry

4

1 p - 4:30 p

$149

$199

111W293A

Online Webcast, Internet

12/2/15

WEBCAST: Not-for-Profit Accounting and Auditing Update

4

1p-5p

$149

$199

111W294A

Online Webcast, Internet

12/3/15

WEBCAST: Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

2

12:30 p - 2:30 p

$105

$145

111W295A

Online Webcast, Internet

12/3/15

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W296A

Online Webcast, Internet

12/3/15

WEBCAST: Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

2

3p-5p

$105

$145

111W297A

Online Webcast, Internet

12/4/15

WEBCAST: Smart Tax Planning Strategies for Individuals

4

9 a - 12:30 p

$149

$199

111W298A

Online Webcast, Internet

12/4/15

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants and Auditors

8

9a-5p

$249

$345

111W299A

Online Webcast, Internet

12/4/15

WEBCAST: Compilation, Preparation, and Review Engagements Update

4

1p-4p

$149

$199

111W300A

Online Webcast, Internet

12/7/15

WEBCAST: Engagement Essentials: Preparation, Compilation, and Review of Financial Statements

8

10:30 a - 6:30 p

$249

$345

111W301A

Online Webcast, Internet

12/7/15

WEBCAST: Yellow Book Financial Audits

4

1 p - 4:30 p

$149

$199

111W302A

Online Webcast, Internet

12/7/15

WEBCAST: Statement of Cash Flows: Preparation, Presentation, and Use

4

1p-4p

$149

$199

111W303A

Online Webcast, Internet

12/7/15

WEBCAST: PFP Boot Camp: Investment Planning

3

2:30 p - 5 p

$139

$174

111W424A

Online Webcast, Internet

12/7/15

WEBCAST: PFP Boot Camp: Retirement Planning and Employee Benefits

3

11:30 a - 2 p

$139

$174

111W426A

Online Webcast, Internet

12/8/15

WEBCAST: Controller’s Update: Today’s Latest Trends

4

9a-1p

$149

$199

111W304A

Online Webcast, Internet

12/8/15

WEBCAST: Taxation Essentials of LLCs and Partnerships

8

9a-5p

$249

$345

111W305A

Online Webcast, Internet

12/8/15

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W306A

Online Webcast, Internet

12/8/15

WEBCAST: Audit Workpapers: Documenting and Reviewing Field Work

8

9a-5p

$249

$345

111W351A

Online Webcast, Internet

12/9/15

WEBCAST: Health Care Reform Act: Critical Tax and Insurance Ramifications

4

1 p - 4:30 p

$149

$199

111W307A

Online Webcast, Internet

12/9/15

WEBCAST: Financial Forecasting: Planning for Success

4

1 p - 4:40 p

$149

$199

111W308A

Online Webcast, Internet

12/10/15

WEBCAST: IRS Disputes: Identifying Options for Your Client

4

1 p - 4:30 p

$149

$199

111W309A

Online Webcast, Internet

12/10/15

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

2p-4p

$99

$124

111W377A

Online Webcast, Internet

12/11/15

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W310A

Online Webcast, Internet

56

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

AICPA WEBCASTS ( CONTINUED) 12/11/15

WEBCAST: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W311A

Online Webcast, Internet

12/11/15

WEBCAST: Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs

4

1 p - 4:30 p

$149

$199

111W312A

Online Webcast, Internet

12/11/15

WEBCAST: Audits of 401(k) Plans

8

9 a - 4:40 p

$249

$345

111W353A

Online Webcast, Internet

12/14/15

WEBCAST: Payroll Taxes and 1099 Issues: Everything You Need to Know

8

10:30 a - 6:30 p

$249

$345

111W313A

Online Webcast, Internet

12/14/15

WEBCAST: Not-for-Profit Accounting & Reporting: From Start to Finish

8

10:30 a - 6:30 p

$249

$345

111W314A

Online Webcast, Internet

12/14/15

WEBCAST: PFP Boot Camp: Insurance Planning

3

11:30 a - 2 p

$139

$174

111W423A

Online Webcast, Internet

12/15/15

WEBCAST: Accounting for Deferred Income Taxes

8

9a-4p

$249

$345

111W315A

Online Webcast, Internet

12/15/15

WEBCAST: Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

8

9a-5p

$249

$345

111W316A

Online Webcast, Internet

12/16/15

WEBCAST: Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups

2

12:30 p - 2:30 p

$105

$145

111W317A

Online Webcast, Internet

12/16/15

WEBCAST: GASB Statement No. 68 Audit and Accounting Workshop

4

1p-5p

$149

$199

111W318A

Online Webcast, Internet

12/16/15

WEBCAST: Excel for Accounting Professionals Session 6: List Comparisons and Indenting

2

3p-5p

$105

$145

111W319A

Online Webcast, Internet

12/17/15

WEBCAST: The CPA’s Role in Buying or Selling a Business

4

1p-5p

$149

$199

111W320A

Online Webcast, Internet

12/17/15

WEBCAST: Forensic Accounting: Uncovering Schemes and Scams

4

1p-4p

$149

$199

111W321A

Online Webcast, Internet

12/18/15

WEBCAST: Risk, Cost, and Cash Management for Controllers and Financial Managers

4

9 a - 12:30 p

$149

$199

111W322A

Online Webcast, Internet

12/18/15

WEBCAST: Form 990: A Comprehensive Approach to Accurate Preparation

8

9a-5p

$249

$345

111W323A

Online Webcast, Internet

12/18/15

WEBCAST: Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

2

12:30 p - 2:30 p

$105

$145

111W324A

Online Webcast, Internet

12/18/15

WEBCAST: Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

2

3p-5p

$105

$145

111W325A

Online Webcast, Internet

12/18/15

WEBCAST: Revenue Recognition: Mastering the New FASB Requirements

8

9a-5p

$249

$345

111W441A

Online Webcast, Internet

12/21/15

WEBCAST: Fraud: Recent Findings, Red Flags and Corruption Schemes

4

10:30 a - 2:30 p

$149

$199

111W326A

Online Webcast, Internet

12/21/15

WEBCAST: Preventing and Detecting Identity Theft

8

10:30 a - 6:30 p

$249

$345

111W327A

Online Webcast, Internet

12/21/15

WEBCAST: The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

1 p - 4:30 p

$149

$199

111W328A

Online Webcast, Internet

12/21/15

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

10:30 a - 12:30 p

$99

$124

111W378A

Online Webcast, Internet

12/22/15

WEBCAST: Applying the Uniform Guidance for Federal Awards in Your Single Audits

8

9a-5p

$249

$345

111W346A

Online Webcast, Internet

12/22/15

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants, & Auditors

8

9a-5p

$249

$345

111W405A

Online Webcast, Internet

12/23/15

WEBCAST: Capitalized Costs and Depreciation: Key Issues and Answers

4

1 p - 4:30 p

$149

$199

111W329A

Online Webcast, Internet

12/23/15

WEBCAST: Accounting and Auditing Update

4

1p-5p

$149

$199

111W330A

Online Webcast, Internet

12/28/15

WEBCAST: Construction Contractors: Accounting, Auditing, and Tax

8

10:30 a - 6 p

$249

$345

111W331A

Online Webcast, Internet

OCTOBER 2015

57

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

AICPA WEBCASTS (CONTINUED) 12/28/15

WEBCAST: Audits of HUD-Assisted Projects

4

10:30 a - 2:30 p

$149

$199

111W356A

Online Webcast, Internet

12/29/15

WEBCAST: Audit Workpapers: Documenting and Reviewing Field Work

8

9a-5p

$249

$345

111W332A

Online Webcast, Internet

12/29/15

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W333A

Online Webcast, Internet

12/29/15

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W334A

Online Webcast, Internet

12/30/15

WEBCAST: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W335A

Online Webcast, Internet

12/30/15

WEBCAST: Recognizing and Responding to Fraud Risk in Governmental and Not-for-Profit Organizations

4

1p-5p

$149

$199

111W336A

Online Webcast, Internet

1/5/2016

WEBCAST: Audit Workpapers: Documenting and Reviewing Field Work

8

9a-5p

$249

$345

111W352A

Online Webcast, Internet

1/5/2016

WEBCAST: Form 990: A Comprehensive Approach to Accurate Preparation

8

9a-5p

$249

$345

111W391A

Online Webcast, Internet

1/6/2016

WEBCAST: Health Care Reform Act: Critical Tax and Insurance Ramifications

4

1 p - 4:30 p

$149

$199

111W401A

Online Webcast, Internet

1/7/2016

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W342A

Online Webcast, Internet

1/7/2016

WEBCAST: Fraud: Recent Findings, Red Flags and Corruption Schemes

4

1 p - 4:30 p

$149

$199

111W397A

Online Webcast, Internet

1/8/2016

WEBCAST: Compilation, Preparation, and Review Engagements Update

4

9 a - 12 p

$149

$199

111W359A

Online Webcast, Internet

1/8/2016

WEBCAST: IRS Disputes: Identifying Options for Your Client

4

9 a - 12:30 p

$149

$199

111W410A

Online Webcast, Internet

1/11/2016

WEBCAST: Payroll Taxes and 1099 Issues: Everything You Need to Know

8

10:30 a - 6:30 p

$249

$345

111W419A

Online Webcast, Internet

1/11/2016

WEBCAST: Revenue Recognition: Mastering the New FASB Requirements

8

10:30 a - 6:30 p

$249

$345

111W442A

Online Webcast, Internet

1/12/2016

WEBCAST: Construction Contractors: Accounting, Auditing, Tax

8

9a-4p

$249

$345

111W363A

Online Webcast, Internet

1/12/2016

WEBCAST: Taxation Essentials of LLCs and Partnerships

8

9a-5p

$249

$345

111W457A

Online Webcast, Internet

1/13/2016

WEBCAST: Controller?s Update: Today’s Latest Trends

4

1p-5p

$149

$199

111W365A

Online Webcast, Internet

1/13/2016

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

2p-4p

$99

$124

111W379A

Online Webcast, Internet

1/14/2016

WEBCAST: Capitalized Costs and Depreciation: Key Issues and Answers

4

1 p - 4:30 p

$149

$199

111W358A

Online Webcast, Internet

1/14/2016

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W432A

Online Webcast, Internet

1/15/2016

WEBCAST: Not-for-Profit Accounting & Reporting: From Start to Finish

8

9a-5p

$249

$345

111W415A

Online Webcast, Internet

1/15/2016

WEBCAST: Preventing and Detecting Identity Theft

8

9a-5p

$249

$345

111W428A

Online Webcast, Internet

1/19/2016

WEBCAST: Engagement Essentials: Preparation, Compilation, and Review of Financial Statements

8

9a-5p

$249

$345

111W369A

Online Webcast, Internet

1/19/2016

WEBCAST: Smart Tax Planning Strategies for Individuals

4

1 p - 4:30 p

$149

$199

111W450A

Online Webcast, Internet

1/19/2016

WEBCAST: The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

1 p - 4:30 p

$149

$199

111W458A

Online Webcast, Internet

58

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

AICPA WEBCASTS ( CONTINUED) 1/20/2016

WEBCAST: New FASB Developments for Business & Industry

4

1 p - 4:30 p

$149

$199

111W411A

Online Webcast, Internet

1/20/2016

WEBCAST: Not-for-Profit Accounting and Auditing Update

4

1p-5p

$149

$199

111W418A

Online Webcast, Internet

1/21/2016

WEBCAST: Financial Forecasting: Planning for Success

4

1 p - 4:40 p

$149

$199

111W383A

Online Webcast, Internet

1/21/2016

WEBCAST: Forensic Accounting: Uncovering Schemes and Scams

4

1p-4p

$149

$199

111W387A

Online Webcast, Internet

1/22/2016

WEBCAST: Accounting and Auditing Update

4

1p-5p

$149

$199

111W337A

Online Webcast, Internet

1/22/2016

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants, & Auditors

8

9a-5p

$249

$345

111W406A

Online Webcast, Internet

1/25/2016

WEBCAST: Accounting for Deferred Income Taxes

8

10:30 a - 6 p

$249

$345

111W341A

Online Webcast, Internet

1/26/2016

WEBCAST: Applying the Uniform Guidance for Federal Awards in Your Single Audits

8

9a-5p

$249

$345

111W347A

Online Webcast, Internet

1/26/2016

WEBCAST: Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

8

9a-5p

$249

$345

111W357A

Online Webcast, Internet

1/27/2016

WEBCAST: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W392A

Online Webcast, Internet

1/27/2016

WEBCAST: Yellow Book Financial Audits

4

1 p - 4:30 p

$149

$199

111W462A

Online Webcast, Internet

1/28/2016

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W451A

Online Webcast, Internet

1/29/2016

WEBCAST: Audits of 401(k) Plans

8

9 a - 4:40 p

$249

$345

111W354A

Online Webcast, Internet

1/29/2016

WEBCAST: Risk, Cost, and Cash Management for Controllers and Financial Managers

4

1 p - 4:30 p

$149

$199

111W446A

Online Webcast, Internet

2/1/2016

WEBCAST: Applying the Uniform Guidance for Federal Awards in Your Single Audits

8

10:30 a - 6:30 p

$249

$345

111W348A

Online Webcast, Internet

2/2/2016

WEBCAST: Preventing and Detecting Identity Theft

8

9a-5p

$249

$345

111W429A

Online Webcast, Internet

2/3/2016

WEBCAST: Health Care Reform Act: Critical Tax and Insurance Ramifications

4

1 p - 4:30 p

$149

$199

111W402A

Online Webcast, Internet

2/4/2016

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

2p-4p

$99

$124

111W380A

Online Webcast, Internet

2/5/2016

WEBCAST: Controller?s Update: Today’s Latest Trends

4

1p-5p

$149

$199

111W366A

Online Webcast, Internet

2/9/2016

WEBCAST: Payroll Taxes and 1099 Issues: Everything You Need to Know

8

9a-5p

$249

$345

111W420A

Online Webcast, Internet

2/9/2016

WEBCAST: Revenue Recognition: Mastering the New FASB Requirements

8

9a-5p

$249

$345

111W443A

Online Webcast, Internet

2/10/2016

WEBCAST: Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls

4

1 p - 4:30 p

$149

$199

111W433A

Online Webcast, Internet

2/11/2016

WEBCAST: Compilation, Preparation, and Review Engagements Update

4

1p-4p

$149

$199

111W360A

Online Webcast, Internet

2/12/2016

WEBCAST: Fraud: Recent Findings, Red Flags and Corruption Schemes

4

1 p - 4:30 p

$149

$199

111W398A

Online Webcast, Internet

2/17/2016

WEBCAST: Accounting and Auditing Update

4

1p-5p

$149

$199

111W338A

Online Webcast, Internet

2/18/2016

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W343A

Online Webcast, Internet

2/18/2016

WEBCAST: Forensic Accounting: Uncovering Schemes and Scams

4

1p-4p

$149

$199

111W388A

Online Webcast, Internet

2/19/2016

WEBCAST: Internal Control and COSO Essentials for Financial Managers, Accountants, & Auditors

8

9a-5p

$249

$345

111W407A

Online Webcast, Internet

OCTOBER 2015

59

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

AICPA WEBCASTS (CONTINUED) 2/19/2016

WEBCAST: Risk, Cost, and Cash Management for Controllers and Financial Managers

4

1 p - 4:30 p

$149

$199

111W447A

Online Webcast, Internet

2/23/2016

WEBCAST: Financial Forecasting: Planning for Success

4

1 p - 4:40 p

$149

$199

111W384A

Online Webcast, Internet

2/23/2016

WEBCAST: New FASB Developments for Business & Industry

4

1 p - 4:30 p

$149

$199

111W412A

Online Webcast, Internet

2/23/2016

WEBCAST: The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

1 p - 4:30 p

$149

$199

111W459A

Online Webcast, Internet

2/24/2016

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W452A

Online Webcast, Internet

BU SI N ESS & I ND US T RY 10/5/15

Accounting and Auditing Current Developments

8

8 a - 3:30 p

$220

$320

111007

Doubletree Hotel, Columbia

10/6/15

WEBCAST: Microsoft Excel: Data Analysis,New Table Features, and Pivot Table Enhancements

2

3p-5p

$79

$79

17W053

Online Webcast, Internet

10/7/15

WEBCAST: Controller’s Update: Today’s Latest Trends

4

1p-5p

$149

$199

111W213A

Online Webcast, Internet

10/8/15

WEBCAST: Finally Fixing Turnover and Employment Engagement

1

10 a - 11 a

$39

$39

17W077

Online Webcast, Internet

10/9/15

WEBCAST: Ethics: It’s Not Just What You Do, But How You Do It!

4

8 a - 12 p

$125

$125

17W083

Online Webcast, Internet

10/14/15

WEBCAST: Linkedin 101- Basics and Beyond

1

9 a - 10 a

$0

$39

17W067

Online Webcast, Internet

10/15/15

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W225A

Online Webcast, Internet

10/16/15

Ethics, Critical Thinking and Fraud

4

8 a - 11:30 a

$115

$215

111027

MACPA Columbia Center, Columbia

10/20/15

WEBCAST: Adobe Acrobat Best Practices

2

12 p - 2 p

$79

$79

17W054

Online Webcast, Internet

10/20/15

WEBCAST: Ethics for the Industry Accountant- Frank Ryan, CPA

4

12:30 p - 4 p

$125

$125

17W089

Online Webcast, Internet

10/20/15

Key Government Contract Accounting Issues (GVC)

2

8 a - 10 a

$40

$50

184023

University Center - formerly HEAT Ctr, Aberdeen

10/21/15

Financial Forecasting: Planning for Success

4

1 p - 4:40 p

$149

$199

111W234A

Online Webcast, Internet

10/26/15

Digging Deeper with Data Analysis

8

8 a - 3:30 p

$295

$395

111230A

MACPA Columbia Center, Columbia

10/27/15

Introduction to the Accounting Requirements of Government Contracts

8

8 a - 3:30 p

$295

$395

111028

10/27/15

WEBCAST: Introduction to the Accounting Requirements of Government Contracts

8

8 a - 3:30 p

$245

$245

11W0005

LIVE- ONLINE WEBCAST, INTERNET

10/29/15

WEBCAST: The Eight Hour MBA

8

8a-4p

$245

$245

17W080

Online Webcast, Internet

10/30/15

Don Farmer’s 2015 Corporate/Business Income Tax Workshop

8

8:30 a - 4:30 p

$295

$395

111000

Martin’s West, Baltimore

10/30/15

WEBCAST: Don Farmer’s 2015 Corporate/ /Busines Income Tax Workshop

8

8:30 a - 4:30 p

$295

$395

17W203

LIVE- ONLINE WEBCAST, INTERNET

11/2/15

Accounting and Auditing Current Developments

8

8 a - 3:30 p

$220

$320

111008

Bowie Comfort Inn Hotel & Conference Center, Bowie

11/2/15

ADVANCED TAX INSTITUTE -Day 1- Current Tax Issues & Business Tax Update- New Legislation, Cases, Regs, Rulings, Procedures, Notices & Announcements

8

8:30 a - 5 p

$285

$285

121002

Martin’s West, Baltimore

60

Handelman Learning Center, Columbia

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

DON FARMER Tax Workshops THE MOST FUN YOU CAN HAVE AT A TAX SEMINAR Taxes are no laughing matter, until you attend a Don Farmer tax workshop. Using comedy and examples, these entertaining seminars review tax developments that affect tax return preparation and tax planning.

CORPORATE/BUSINESS INCOME TAX WORKSHOP Live Seminar - Martin’s West - Baltimore October 30 Event ID: 111000 MACPA.ORG/FARMERCORP INDIVIDUAL INCOME TAX WORKSHOP Live Seminar - Martin’s West - Baltimore November 12 & 13 Event ID: 211000 MACPA.ORG/FARMERINDIVIDUAL FEDERAL TAX UPDATE Live Seminar - Martin’s West - Baltimore December 4 Event ID: 111001 MACPA.ORG/FARMERFED

OCTOBER 2015

WEBCASTS ARE ALSO AVAILABLE

61

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

M ast e r i n g complex ta x l aw fo r yo u r c l ie nts 2015

A dva n c e d T a x I n st i t u t e Nov e m b e r 2 - 5 Complex tax laws change constantly, and the tax strategy CPAs give their clients must change with it. The Advanced Tax Institute is for high-performing lawyers and CPAs who want to bring the best advice to their clients and their firms.

ATI offers in-depth updates on new tax laws and regulations in a multitude of specific focus areas.

m ac pa .o rg / at i 121002-121005 • MARTIN’S WEST • Baltimore

62

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

BUSINESS & INDUS TRY (CONTINUED) 11/3/15

ADVANCED TAX INSTITUTE - Day 2 - Estate Planning Issues

8

8:30 a - 5 p

$285

$285

121003

Martin’s West, Baltimore

11/3/15

WEBCAST: Excel Power User - Automating with Macros (Part 1)

2

10 a - 12 p

$79

$79

17W055

Online Webcast, Internet

11/4/15

ADVANCED TAX INSTITUTE - Day 3 - State & Local Tax Issues

8

8:30 a - 5 p

$285

$285

121004

Martin’s West, Baltimore

11/4/15

WEBCAST: Ethics, Critical Thinking and Fraud

4

9 a - 12:30 p

$125

$125

17W090

Online Webcast, Internet

11/5/15

The Ethics Update for CPAs in Public Practice: 2015 Edition

4

8 a - 11:30 a

$150

$200

111009

The Loyola Graduate Center, Timonium

11/5/15

What’s New in Preparation Compilation & Review: SSARS 21 In Depth

4

12 p - 3:30 p

$150

$200

111010

The Loyola Graduate Center, Timonium

11/5/15

ADVANCED TAX INSTITUTE - Day 4- Real Estate and Partnerships

8

8:30 a - 5 p

$285

$285

121005

Martin’s West, Baltimore

11/6/15

Identity Theft: Preventing, Detecting, and Investigating Identity Theft

8

8 a - 3:30 p

$295

$395

111233A

MACPA Columbia Center, Columbia

Frequent Frauds Found in Not-for-Profits

4

8 a - 11:30 a

$150

$200

111263A

Johns Hopkins University Montgomery County Campus, Rockville

11/10/15

WEBCAST: Analyzing a Company’s Financial Statement

4

9 a - 12:30 p

$149

$199

111W262A

Online Webcast, Internet

11/13/15

Financial Leaders Forum: Mental Conditioning Methods & Strategies for Executive Excellence

4

8 a - 12 p

$200

$250

171012

MACPA Columbia Center, Columbia

11/16/15

The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them

4

12 p - 3:30 p

$150

$200

111254

MACPA Columbia Center, Columbia

11/17/15

Implementing SSARS 21: Preparation, Compilation, Review & the Cash and Tax Basis of Accounting

8

8 a - 3:30 p

$295

$395

111014

Loyola University Maryland Graduate Ctr Columbia Campus, Columbia

11/17/15

WEBCAST: Microsoft Outlook and Word 2010: Productivity Tips and Tricks

2

8 a - 10 a

$79

$79

17W056

Online Webcast, Internet

11/18/15

The Complete Guide to the Preparation of Form 1041

8

8 a - 3:30 p

$295

$395

111015

MACPA Columbia Center, Columbia

11/18/15

Analytics and Big Data for Accountants

8

8 a - 3:30 p

$295

$395

111261A

The Loyola Graduate Center, Timonium

11/18/15

WEBCAST: Ethics: It’s Not Just What You Do, But How You Do It!

4

8 a - 12 p

$125

$125

17W084

Online Webcast, Internet

11/19/15

WEBCAST: Financial Forecasting: Planning for Success

4

1 p - 4:40 p

$149

$199

111W274A

Online Webcast, Internet

11/20/15

WEBCAST: Controller’s Update: Today’s Latest Trends

4

9a-1p

$149

$199

111W275A

Online Webcast, Internet

11/23/15

FALL ACCESS: Fraud and Cash Receipts: Common Frauds and Internal Controls

4

12 p - 3:30 p

$150

$200

1FALL2

Doubletree Hotel, Columbia

11/24/15

FALL ACCESS: Capitalized Costs and Depreciation: Key Issues and Answers

4

8 a - 11:30 a

$150

$200

1FALL5

Doubletree Hotel, Columbia

12/1/15

Fraud and Cash Receipts: Common Frauds and Internal Controls

4

12 p - 3:30 p

$150

$200

111268A

MACPA Columbia Center, Columbia

12/1/15

WEBCAST: Microsoft Office 2007 Mastering the User Interface with

2

9 a - 11 a

$79

$79

17W057

Online Webcast, Internet

12/2/15

Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes

8

8 a - 3:30 p

$295

$395

111234A

Johns Hopkins University Montgomery County Campus, Rockville

12/2/15

WEBCAST: Ethics: It’s Not Just What You Do, But How You Do It!

4

12 p - 4 p

$125

$125

17W085

Online Webcast, Internet

12/3/15

Identity Theft: Preventing, Detecting, and Investigating Identity Theft

8

8 a - 3:30 p

$295

$395

111269A

Johns Hopkins University Montgomery County Campus, Rockville

12/3/15

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W296A

11/6/15

OCTOBER 2015

Online Webcast, Internet

63

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

BUSINESS & INDUS TRY (CONTINUED) 12/7/15

Accounting and Auditing Current Developments

8

8 a - 3:30 p

$220

$320

111011

The Loyola Graduate Center, Timonium

12/8/15

Ethics Update for CPAs in Business & Industry 2015

4

8 a - 11:30 a

$150

$200

111012

MACPA Columbia Center, Columbia

12/8/15

Revenue Recognition - Overview & Implementation Issues

4

12 p - 3:30 p

$150

$200

111013

MACPA Columbia Center, Columbia

12/8/15

WEBCAST: Controller’s Update: Today’s Latest Trends

4

9a-1p

$149

$199

111W304A

Online Webcast, Internet

12/9/15

Ethics: The Ethics of Change - Keeping Your Balance in Risky Times

4

1p-4p

$115

$215

110106

Inn at Perry Cabin, St. Michaels

12/9/15

Capitalized Costs and Depreciation: Key Issues and Answers

4

8 a - 11:30 a

$150

$200

111269

The Loyola Graduate Center, Timonium

12/9/15

WEBCAST: Financial Forecasting: Planning for Success

4

1 p - 4:40 p

$149

$199

111W308A

12/10/15

Government Contractors and Indirect Cost Rates: Preparation and Surviving the Government Audit

8

8 a - 3:30 p

$295

$395

111030

Loyola University Maryland Graduate Ctr Columbia Campus, Columbia

12/14/15

WEBCAST: Ethics for the Industry Accountant- Frank Ryan, CPA

4

9 a - 12:30 p

$125

$125

17W196

Online Webcast, Internet

12/15/15

2015 TECHNOLOGY CONFERENCE

8

8 a - 4:40 p

$275

$375

121009

Martin’s West, Baltimore

12/15/15

WEBCAST: Adobe Acrobat Best Practices

2

12 p - 2 p

$79

$79

17W058

Online Webcast, Internet

12/15/15

WEBCAST: 2015 TECHNOLOGY CONFERENCE

8

8 a - 4:40 p

$275

$375

17W202

Online Webcast, Internet

1/6/2016

The Complete Guide to the Preparation of Form 1041

8

8 a - 3:30 p

$295

$395

111016

The Loyola Graduate Center, Timonium

1/7/2016

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W342A

Online Webcast, Internet

1/13/2016

WEBCAST: Controller?s Update: Today’s Latest Trends

4

1p-5p

$149

$199

111W365A

Online Webcast, Internet

1/19/2016

Annual Update for Controllers

8

8 a - 3:30 p

$295

$395

111239A

1/21/2016

WEBCAST: Financial Forecasting: Planning for Success

4

1 p - 4:40 p

$149

$199

111W383A

1/22/2016

Ethics: It’s Not Just What You Do, But How You Do It!

4

8 a - 11:30 a

$115

$215

111025

The Loyola Graduate Center, Timonium

1/28/2016

Financial Leaders Forum: The Ethics of Change: Keeping Your Balance in Risky Times

4

8 a - 12 p

$200

$250

171013

The Loyola Graduate Center, Timonium

2/5/2016

WEBCAST: Controller?s Update: Today’s Latest Trends

4

1p-5p

$149

$199

111W366A

Online Webcast, Internet

2/18/2016

WEBCAST: Analyzing a Company’s Financial Statement

4

1 p - 4:30 p

$149

$199

111W343A

Online Webcast, Internet

2/23/2016

WEBCAST: Financial Forecasting: Planning for Success

4

1 p - 4:40 p

$149

$199

111W384A

Online Webcast, Internet

Online Webcast, Internet

The Loyola Graduate Center, Timonium Online Webcast, Internet

E TH I C S 10/8/15

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

2p-4p

$99

$124

111W375A

Online Webcast, Internet

10/9/15

WEBCAST: Ethics: It’s Not Just What You Do, But How You Do It!

4

8 a - 12 p

$125

$125

17W083

Online Webcast, Internet

10/16/15

Ethics, Critical Thinking and Fraud

4

8 a - 11:30 a

$115

$215

111027

MACPA Columbia Center, Columbia

10/20/15

WEBCAST: Ethics for the Industry Accountant- Frank Ryan, CPA

4

12:30 p - 4 p

$125

$125

17W089

Online Webcast, Internet

64

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

ETHICS (CONTINUED) 11/4/15

WEBCAST: Ethics, Critical Thinking and Fraud

4

9 a - 12:30 p

$125

$125

17W090

Online Webcast, Internet

11/5/15

The Ethics Update for CPAs in Public Practice: 2015 Edition

4

8 a - 11:30 a

$150

$200

111009

The Loyola Graduate Center, Timonium

11/12/15

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

2p-4p

$99

$124

111W376A

Online Webcast, Internet

11/18/15

WEBCAST: Ethics: It’s Not Just What You Do, But How You Do It!

4

8 a - 12 p

$125

$125

17W084

Online Webcast, Internet

12/2/15

WEBCAST: Ethics: It’s Not Just What You Do, But How You Do It!

4

12 p - 4 p

$125

$125

17W085

Online Webcast, Internet

12/8/15

Ethics Update for CPAs in Business & Industry 2015

4

8 a - 11:30 a

$150

$200

111012

MACPA Columbia Center, Columbia

12/9/15

Ethics: The Ethics of Change - Keeping Your Balance in Risky Times

4

1p-4p

$115

$215

110106

Inn at Perry Cabin, St. Michaels

12/10/15

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

2p-4p

$99

$124

111W377A

Online Webcast, Internet

12/14/15

WEBCAST: Ethics for the Industry Accountant- Frank Ryan, CPA

4

9 a - 12:30 p

$125

$125

17W196

Online Webcast, Internet

12/21/15

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

10:30 a - 12:30 p

$99

$124

111W378A

Online Webcast, Internet

1/13/2016

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

2p-4p

$99

$124

111W379A

Online Webcast, Internet

1/22/2016

Ethics: It’s Not Just What You Do, But How You Do It!

4

8 a - 11:30 a

$115

$215

111025

The Loyola Graduate Center, Timonium

1/28/2016

Financial Leaders Forum: The Ethics of Change: Keeping Your Balance in Risky Times

4

8 a - 12 p

$200

$250

171013

The Loyola Graduate Center, Timonium

2/4/2016

WEBCAST: Ethics in Practice: AICPA Code and Real Life Applications

2

2p-4p

$99

$124

111W380A

Online Webcast, Internet

FIN A N C I A L PL AN N I N G 10/6/15

How to Build a PFP Practice for Today and Tomorrow (PFP Study Group)

2

9 a - 11 a

$20

$100

182065

MACPA Towson Center, Towson

10/20/15

Asset Protection Strategies

8

8 a - 3:30 p

$295

$395

111023

The Loyola Graduate Center, Timonium

10/30/15

30TH ANNUAL ADVANCED PERSONAL FINANCIAL PLANNING CONFERENCE

8

8 a - 4:30 p

$320

$420

121007

Martin’s West, Baltimore

11/3/15

ADVANCED TAX INSTITUTE - Day 2 - Estate Planning Issues

8

8:30 a - 5 p

$285

$285

121003

Martin’s West, Baltimore

11/17/15

A Practical Guide to Trusts

8

8 a - 3:30 p

$295

$395

111020

MACPA Columbia Center, Columbia

10/15/15

FVS Speaker Series: Killer Presenations: How to WIN at Trial and Impress the Board

2

8:30 a - 10:30 a

$50

$60

182061

MACPA Columbia Center, Columbia

MACPA Towson Center, Towson

GOV ERN M E N T / N O T- F O R - P R O FIT How to Build a PFP Practice for Today and Tomorrow (PFP Study Group)

2

9 a - 11 a

$20

$100

182065

Governmental Accounting and Reporting

8

8 a - 3:30 p

$295

$395

111225A

10/20/15

Key Government Contract Accounting Issues (GVC)

2

8 a - 10 a

$40

$50

184023

11/11/15

Governmental and Not-for-Profit Annual Update

8

8 a - 3:30 p

$295

$395

111260A

10/6/15 10/16/15

OCTOBER 2015

Johns Hopkins University Montgomery County Campus, Rockville University Center - formerly HEAT Ctr, Aberdeen The Loyola Graduate Center, Timonium

65

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

TRUSTING YOUR SKILL. TRUSTING YOU. The Practitioners Conference is designed to help CPAs maintain their status as trusted advisors by equipping them to serve their clients better. The conference features topics including technology, overviews of financial products, healthcare updates, and more.

October 21

Event ID: 121010 • Martin’s West • Baltimore

macpa.org/Practitioners

66

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

GOVERNMENT/NOT-FOR-PROFIT (CONTINUED) 12/9/15 12/10/15

12/17/15

Frequent Frauds Found in Governments and Notfor-Profits

8

8 a - 3:30 p

$295

$395

111277A

MACPA Columbia Center, Columbia

Governmental Accounting and Auditing Update

8

8 a - 3:30 p

$295

$395

111265A

Johns Hopkins University Montgomery County Campus, Rockville

Accounting and Reporting for Not-for-Profit Organizations

8

8 a - 3:30 p

$295

$395

111237A

Johns Hopkins University Montgomery County Campus, Rockville

G OV ER N M EN T C O N T R AC T I N G 10/15/15

Business Systems Rule and the Accounting System Passing the Government’s System Review

8

8 a - 3:30 a

$295

$395

111029

Johns Hopkins University Montgomery County Campus, Rockville

10/20/15

Key Government Contract Accounting Issues (GVC)

2

8 a - 10 a

$40

$50

184023

University Center - formerly HEAT Ctr, Aberdeen

12/3/15

Business Systems Rule and the Accounting System: Passing the Government’s System Review

8

8 a - 3:30 p

$295

$395

111033

University Center - formerly HEAT Ctr, Aberdeen

12/10/15

Government Contractors and Indirect Cost Rates: Preparation and Surviving the Government Audit

8

8 a - 3:30 p

$295

$395

111030

Loyola University Maryland Graduate Ctr Columbia Campus, Columbia

1/26/2016

Incurred Cost Audits of Government Contractors & Subcontractors

8

8 a - 3:30 p

$295

$395

111031

Loyola University Maryland Graduate Ctr Columbia Campus, Columbia

MA N A G EM E N T & L E AD E R S H I P 10/1/15

WEBCAST: Slaying the Energy Vampires - And Boosting Your Performance

2

9 a - 11 a

$79

$79

17W075

Online Webcast, Internet

10/2/15

The Model CPA Firm: Combining High Performance and a High Quality Lifestyle

4

8 a - 12 p

$50

$50

195000

MACPA Towson Center, Towson

10/6/15

How to Build a PFP Practice for Today and Tomorrow (PFP Study Group)

2

9 a - 11 a

$20

$100

182065

MACPA Towson Center, Towson

10/8/15

WEBCAST: Finally Fixing Turnover and Employment Engagement

1

10 a - 11 a

$39

$39

17W077

Online Webcast, Internet

10/12/15

WEBCAST: Get out of the Casket and up to the Podium

2

3p-5p

$79

$79

17W076

Online Webcast, Internet

10/20/15

Key Government Contract Accounting Issues (GVC)

2

8 a - 10 a

$40

$50

184023

University Center - formerly HEAT Ctr, Aberdeen

10/21/15

2015 PRACTITIONERS’ CONFERENCE

8

8 a - 4:30 p

$210

$310

121010

Martin’s West, Baltimore

10/21/15

WEBCAST: 2015 PRACTITIONERS’ CONFERENCE

8

8 a - 4:30 p

$210

$310

17W200

LIVE- ONLINE WEBCAST, INTERNET

10/23/15

ESC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140102

Salisbury University Commons Bldg., Salisbury

10/26/15

WEBCAST: Giraffes of Technology: The Making of the 21st Century Leader

2

1p-3p

$79

$79

17W079

Online Webcast, Internet

10/29/15

WEBCAST: Risk, Cost, and Cash Management for Controllers and Financial Managers

4

1 p - 4:30 p

$149

$199

111W246A

Online Webcast, Internet

10/29/15

WEBCAST: The Eight Hour MBA

8

8a-4p

$245

$245

17W080

Online Webcast, Internet

10/30/15

30TH ANNUAL ADVANCED PERSONAL FINANCIAL PLANNING CONFERENCE

8

8 a - 4:30 p

$320

$420

121007

Martin’s West, Baltimore

11/2/15

WMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140103

Penn Alps Restaurant & Craft Shop, Grantsville

11/3/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140151

Stevenson Univ. - Rockland Ctr. Hall, Owings Mills

OCTOBER 2015

67

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

OCTOBER 30 | MARTIN’S WEST | BALTIMORE | EVENT ID:121007

KEYNOTE PRESENTATION

“Redefining High Performance: Building the Trust to Execute”

Featuring Greg “Boss” Wooldridge F O R M E R

C O M M A N D I N G

O F F I C E R

The only commanding officer to lead for three separate tours

TOPICS AND SPEAKERS

MACPA.ORG/APFP

Keynote: Greg “Boss” Wooldridge Asset Investment: Mark Fonville, CFP, Loring Ward Decanting: Kevin Bress, Pessin Katz Law, P.A. Planning for the Next Generation: Tom Hood, CPA, CITP, CGMA, MACPA & The Business Learning Institute Asset Protection: Maurice Offit, Esq., Offit Kurman PA Charitable Strategies to Help Create and Protect Legacy: Laura Malone, CAP, CEPA, American Endowment Foundation Economic Update: Farley Shiner, CFA, Sterling Capital Management LLC The Advanced Personal Financial Planning Conference is for CPAs who are financial planners and business consultants who advise clients in retirement and financial planning issues. Receive advanced training in topics including estate tax, insurance, retirement planning, investments, divorce and more.

68

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

MANAGEMENT & LEADERSHIP (CONTINUED) 11/9/15

MMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140105

Mount Continuing Studies Center, Frederick

11/13/15

NEC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140106

University Center - formerly HEAT Ctr, Aberdeen

11/13/15

Financial Leaders Forum: Mental Conditioning Methods & Strategies for Executive Excellence

4

8 a - 12 p

$200

$250

171012

MACPA Columbia Center, Columbia

11/16/15

AACC: The Future of Accounting: Professional Issues Update - Fall 2015

4

1 p - 4:30 p

$0

$250

140107

Anne Arundel Community College, Arnold

11/20/15

WEBCAST: Risk, Cost, and Cash Management for Controllers and Financial Managers

4

1 p - 4:30 p

$149

$199

111W277A

Online Webcast, Internet

11/23/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140108

Ten Oaks Ballroom & Conference Center, Clarksville

11/24/15

SMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140104

Waldorf Jaycee Community Ctr, Waldorf

11/30/15

CAC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140110

Johns Hopkins University Montgomery County Campus, Rockville

12/3/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140111

Sheppard Pratt Health Sys - Conf.

Ctr (Conference Center), Towson

12/18/15

WEBCAST: Risk, Cost, and Cash Management for Controllers and Financial Managers

4

9 a - 12:30 p

$149

$199

111W322A

Online Webcast, Internet

1/29/2016

WEBCAST: Risk, Cost, and Cash Management for Controllers and Financial Managers

4

1 p - 4:30 p

$149

$199

111W446A

Online Webcast, Internet

2/19/2016

WEBCAST: Risk, Cost, and Cash Management for Controllers and Financial Managers

4

1 p - 4:30 p

$149

$199

111W447A

Online Webcast, Internet

SPECIA L I ZE D K N O WL E D G E 10/2/15

The Model CPA Firm: Combining High Performance and a High Quality Lifestyle

4

8 a - 12 p

$50

$50

195000

MACPA Towson Center, Towson

10/2/15

LIVE WEBCAST: MACPA’s Student Town Hall Orientation to the Profession

0

10 a - 12 p

$0

$0

17W206

Online Webcast, Internet

10/15/15

FVS Speaker Series: Killer Presenations: How to WIN at Trial and Impress the Board

2

8:30 a - 10:30 a

$50

$60

182061

MACPA Columbia Center, Columbia

10/19/15

AACC: Health Care Reform

4

2p-6p

$40

$50

140606

J. King’s (formerly Kaufmann’s), Gambrills

10/23/15

ESC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140102

Salisbury University Commons Bldg., Salisbury

10/30/15

30TH ANNUAL ADVANCED PERSONAL FINANCIAL PLANNING CONFERENCE

8

8 a - 4:30 p

$320

$420

121007

Martin’s West, Baltimore

11/2/15

WMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140103

Penn Alps Restaurant & Craft Shop, Grantsville

11/3/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140151

Stevenson Univ. - Rockland Ctr. Hall, Owings Mills

11/3/15

WEBCAST: Excel Power User - Automating with Macros (Part 1)

2

10 a - 12 p

$79

$79

17W055

Online Webcast, Internet

11/9/15

MMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140105

Mount Continuing Studies Center, Frederick

11/10/15

Newly Licensed CPA Swearing In Ceremony & Reception

0

6:30 p - 9 p

$25

$25

191030

Hilton Baltimore BWI Airport, Linthicum

11/13/15

NEC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140106

University Center - formerly HEAT Ctr, Aberdeen

11/16/15

WEBCAST: PFP Boot Camp: PFP Fundamentals & Professional Responsibilities

3

11:30 a - 2 p

$139

$174

111W425A

Online Webcast, Internet

11/16/15

WEBCAST: PFP Boot Camp: Time Value of Money Concepts and Calculations

2

2:30 p - 4 p

$105

$145

111W427A

Online Webcast, Internet

OCTOBER 2015

69

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

With Art Werner, J.D., MST

Win the tax season race.

1040 Fast Track is the ideal preparation for the upcoming tax season rush. This extensive interactive seminar covers changes in individual tax law. Attendees are provided with an 800+ page manual written by full-time practitioners and a two-hour IRS self-study course, as well as dozens of other resources for their best tax season yet.

Dec 17-18, 2015 Columbia Event ID: 211001

Jan 7-8, 2016 Timonium Event ID: 211002

Jan 21-22, 2016 Rockville Event ID: 211003

macpa.org/1040FastTrack 70Webast available.

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

SPECIALIZED KNOWLEDGE (CONTINUED) 11/16/15

AACC: The Future of Accounting: Professional Issues Update - Fall 2015

4

1 p - 4:30 p

$0

$250

140107

Anne Arundel Community College, Arnold

11/19/15

WEBCAST: BLI Thought Leader Series: Leader Evolution: From Technical to Strategic Leadership””

4

9 a - 12:30 p

$195

$295

17W152

LIVE- ONLINE WEBCAST, INTERNET

11/19/15

BLI Thought Leader Series: Leader Evolution: From Technical Expertise to Strategic Leadership” with Dr. Alan M. Patterson”

4

9 a - 12:30 p

$195

$295

191017

Sheraton Columbia Hotel, Columbia

11/23/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140108

Ten Oaks Ballroom & Conference Center, Clarksville

11/24/15

SMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140104

Waldorf Jaycee Community Ctr, Waldorf

11/30/15

CAC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140110

Johns Hopkins University Montgomery County Campus, Rockville

12/3/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140111

Sheppard Pratt Health Sys - Conf.

Ctr (Conference Center), Towson

12/7/15

WEBCAST: PFP Boot Camp: Investment Planning

3

2:30 p - 5 p

$139

$174

111W424A

Online Webcast, Internet

12/14/15

WEBCAST: PFP Boot Camp: Insurance Planning

3

11:30 a - 2 p

$139

$174

111W423A

Online Webcast, Internet

1/21/2016

CPA DAY

2

7:30 a - 1:30 p

$0

$0

181000

Governor Calvert House, Annapolis

1/27/2016

BLI Thought Leader Series: Look, Lead, Love, Learn: Four Steps to Better Business and a Better Life with Bill Sheridan, CAE

4

9 a - 12:30 p

$195

$295

191019

Sheraton Columbia Hotel, Columbia

10/1/15

WEBCAST: The CPA’s Role in Buying or Selling a Business

4

1p-5p

$149

$199

111W205A

Online Webcast, Internet

10/9/15

WEBCAST: Construction Contractors: Accounting, Auditing, and Tax

8

9a-4p

$249

$345

111W216A

Online Webcast, Internet

10/14/15

WEBCAST: Health Care Reform Act: Critical Tax and Insurance Ramifications

4

1 p - 4:30 p

$149

$199

111W223A

Online Webcast, Internet

10/20/15

Asset Protection Strategies

8

8 a - 3:30 p

$295

$395

111023

10/20/15

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W232A

Online Webcast, Internet

10/22/15

WEBCAST: Smart Tax Planning Strategies for Individuals

4

1 p - 4:30 p

$149

$199

111W236A

Online Webcast, Internet

10/23/15

WEBCAST: Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

8

9a-5p

$249

$345

111W238A

Online Webcast, Internet

10/26/15

WEBCAST: Form 990: A Comprehensive Approach to Accurate Preparation

8

10:30 a - 6:30 p

$249

$345

111W240A

Online Webcast, Internet

10/26/15

WEBCAST: IRS Disputes: Identifying Options for Your Client

4

1 p - 4:30 p

$149

$199

111W241A

Online Webcast, Internet

10/26/15

WEBCAST: Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs

4

1 p - 4:30 p

$149

$199

111W242A

Online Webcast, Internet

10/27/15

WEBCAST: Payroll Taxes and 1099 Issues: Everything You Need to Know

8

9a-5p

$249

$345

111W243A

Online Webcast, Internet

10/28/15

Form 990: A Comprehensive Approach to Accurate Preparation

8

8 a - 3:30 p

$295

$395

111229A

Johns Hopkins University Montgomery County Campus, Rockville

10/29/15

Reviewing Individual Tax Returns: What Are You Missing?

4

8 a - 11:30 a

$150

$200

111255A

The Loyola Graduate Center, Timonium

TAX

OCTOBER 2015

The Loyola Graduate Center, Timonium

71

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

TAX (CONTINUED) 10/29/15

Health Care Reform Act: Critical Tax and Insurance Ramifications

4

12 p - 3:30 p

$150

$200

111256A

10/30/15

Don Farmer’s 2015 Corporate/Business Income Tax Workshop

8

8:30 a - 4:30 p

$295

$395

111000

Martin’s West, Baltimore

10/30/15

WEBCAST: Capitalized Costs and Depreciation: Key Issues and Answer

4

9 a - 12:30 p

$149

$199

111W248A

Online Webcast, Internet

10/30/15

WEBCAST: Taxation Essentials of LLCs and Partnerships

8

9a-5p

$249

$345

111W249A

Online Webcast, Internet

10/30/15

30TH ANNUAL ADVANCED PERSONAL FINANCIAL PLANNING CONFERENCE

8

8 a - 4:30 p

$320

$420

121007

Martin’s West, Baltimore

10/30/15

WEBCAST: Don Farmer’s 2015 Corporate/ /Busines Income Tax Workshop

8

8:30 a - 4:30 p

$295

$395

17W203

LIVE- ONLINE WEBCAST, INTERNET

11/2/15

WEBCAST: Construction Contractors: Accounting, Auditing, and Tax

8

10:30 a - 6 p

$249

$345

111W251A

Online Webcast, Internet

11/2/15

ADVANCED TAX INSTITUTE -Day 1- Current Tax Issues & Business Tax Update- New Legislation, Cases, Regs, Rulings, Procedures, Notices & Announcements

8

8:30 a - 5 p

$285

$285

121002

Martin’s West, Baltimore

11/3/15

WEBCAST: Smart Tax Planning Strategies for Individuals

4

9 a - 12:30 p

$149

$199

111W253A

Online Webcast, Internet

11/3/15

ADVANCED TAX INSTITUTE - Day 2 - Estate Planning Issues

8

8:30 a - 5 p

$285

$285

121003

Martin’s West, Baltimore

11/4/15

WEBCAST: IRS Disputes: Identifying Options for Your Client

4

1 p - 4:30 p

$149

$199

111W255A

Online Webcast, Internet

11/4/15

ADVANCED TAX INSTITUTE - Day 3 - State & Local Tax Issues

8

8:30 a - 5 p

$285

$285

121004

Martin’s West, Baltimore

11/5/15

WEBCAST: Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs

4

1 p - 4:30 p

$149

$199

111W256A

Online Webcast, Internet

11/5/15

ADVANCED TAX INSTITUTE - Day 4- Real Estate and Partnerships

8

8:30 a - 5 p

$285

$285

121005

Martin’s West, Baltimore

11/6/15

WEBCAST: Form 990: A Comprehensive Approach to Accurate Preparation

8

9a-5p

$249

$345

111W257A

Online Webcast, Internet

11/6/15

WEBCAST: Taxation Essentials of LLCs and Partnerships

8

9a-5p

$249

$345

111W258A

Online Webcast, Internet

11/10/15

WEBCAST: Health Care Reform Act: Critical Tax and Insurance Ramifications

4

1 p - 4:30 p

$149

$199

111W264A

Online Webcast, Internet

11/12/15

WEBCAST: Don Farmer’s 2015 Individual Income Tax Workshop

16

8:30 a - 4:30 p

$590

$690

17W204

Online Webcast, Internet

11/12/15

Don Farmer’s 2015 Individual Income Tax Workshop

16

8:30 a - 4:30 p

$590

$690

211000

Martin’s West, Baltimore

11/16/15

WEBCAST: Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

8

10:30 a - 6:30 p

$249

$345

111W268A

Online Webcast, Internet

11/17/15

A Practical Guide to Trusts

8

8 a - 3:30 p

$295

$395

111020

MACPA Columbia Center, Columbia

11/18/15

The Complete Guide to the Preparation of Form 1041

8

8 a - 3:30 p

$295

$395

111015

MACPA Columbia Center, Columbia

11/23/15

WEBCAST: PFP Boot Camp: Estate and Charitable Planning

3

2:30 p - 5 p

$139

$174

111W421A

Online Webcast, Internet

11/23/15

WEBCAST: PFP Boot Camp: Income Tax Planning

3

11:30 a - 2 p

$139

$174

111W422A

Online Webcast, Internet

11/23/15

FALL ACCESS: Individual Income Tax Update

4

8 a - 11:30 a

$150

$200

1FALL1

Doubletree Hotel, Columbia

11/23/15

FALL ACCESS: Tax Planning Strategies for Small Businesses: Corporations,

4

12 p - 3:30 p

$150

$200

1FALL3

Doubletree Hotel, Columbia

11/24/15

WEBCAST: Capitalized Costs and Depreciation: Key Issues and Answers

4

9 a - 12:30 p

$149

$199

111W280A

72

The Loyola Graduate Center, Timonium

Online Webcast, Internet

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

TAX (CONTINUED) 11/24/15

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W283A

11/24/15

FALL ACCESS: Capitalized Costs and Depreciation: Key Issues and Answers

4

8 a - 11:30 a

$150

$200

1FALL5

Doubletree Hotel, Columbia

11/24/15

FALL ACCESS: Key S Corporation Tax Strategies and Compliance Issues

4

12 p - 3:30 p

$150

$200

1FALL7

Doubletree Hotel, Columbia

11/25/15

WEBCAST: The CPA’s Role in Buying or Selling a Business

4

1p-5p

$149

$199

111W284A

Online Webcast, Internet

11/30/15

WEBCAST: Payroll Taxes and 1099 Issues: Everything You Need to Know

8

10:30 a - 6:30 p

$249

$345

111W287A

Online Webcast, Internet

12/1/15

WEBCAST: Form 990: A Comprehensive Approach to Accurate Preparation

8

9a-5p

$249

$345

111W289A

Online Webcast, Internet

12/4/15

Don Farmer’s 2015 Federal Tax Update

8

8:30 a - 4:30 p

$295

$395

111001

Martin’s West, Baltimore

12/4/15

WEBCAST: Smart Tax Planning Strategies for Individuals

4

9 a - 12:30 p

$149

$199

111W298A

Online Webcast, Internet

12/4/15

WEBCAST: Don Farmer’s 2015 Federal Tax Update

8

8:30 a - 4:30 p

$295

$395

17W205

Online Webcast, Internet

12/7/15

WEBCAST: PFP Boot Camp: Retirement Planning and Employee Benefits

3

11:30 a - 2 p

$139

$174

111W426A

Online Webcast, Internet

12/8/15

WEBCAST: Taxation Essentials of LLCs and Partnerships

8

9a-5p

$249

$345

111W305A

Online Webcast, Internet

12/8/15

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W306A

Online Webcast, Internet

12/9/15

Capitalized Costs and Depreciation: Key Issues and Answers

4

8 a - 11:30 a

$150

$200

111269

The Loyola Graduate Center, Timonium

12/9/15

IRS Disputes: Identifying Options for Your Client

4

12 p - 3:30 p

$150

$200

111270A

The Loyola Graduate Center, Timonium

12/9/15

WEBCAST: Health Care Reform Act: Critical Tax and Insurance Ramifications

4

1 p - 4:30 p

$149

$199

111W307A

Online Webcast, Internet

12/10/15

WEBCAST: IRS Disputes: Identifying Options for Your Client

4

1 p - 4:30 p

$149

$199

111W309A

Online Webcast, Internet

12/11/15

WEBCAST: Tax Planning Strategies for Small Businesses: Corporations, Partnerships, & LLCs

4

1 p - 4:30 p

$149

$199

111W312A

Online Webcast, Internet

12/14/15

WEBCAST: Payroll Taxes and 1099 Issues: Everything You Need to Know

8

10:30 a - 6:30 p

$249

$345

111W313A

Online Webcast, Internet

12/15/15

WEBCAST: Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

8

9a-5p

$249

$345

111W316A

Online Webcast, Internet

12/17/15

WEBCAST: The CPA’s Role in Buying or Selling a Business

4

1p-5p

$149

$199

111W320A

Online Webcast, Internet

12/17/15

MACPA’s 1040 Fast Track - A Comprehensive Individual Tax Seminar for CPAs and Their Staff

16

8a-4p

$400

$500

211001

12/18/15

WEBCAST: Form 990: A Comprehensive Approach to Accurate Preparation

8

9a-5p

$249

$345

111W323A

Online Webcast, Internet

12/23/15

WEBCAST: Capitalized Costs and Depreciation: Key Issues and Answers

4

1 p - 4:30 p

$149

$199

111W329A

Online Webcast, Internet

12/28/15

WEBCAST: Construction Contractors: Accounting, Auditing, and Tax

8

10:30 a - 6 p

$249

$345

111W331A

Online Webcast, Internet

12/29/15

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W334A

Online Webcast, Internet

1/5/2016

WEBCAST: Form 990: A Comprehensive Approach to Accurate Preparation

8

9a-5p

$249

$345

111W391A

Online Webcast, Internet

1/6/2016

The Complete Guide to the Preparation of Form 1041

8

8 a - 3:30 p

$295

$395

111016

1/6/2016

WEBCAST: Health Care Reform Act: Critical Tax and Insurance Ramifications

4

1 p - 4:30 p

$149

$199

111W401A

OCTOBER 2015

Online Webcast, Internet

Doubletree Hotel, Columbia

The Loyola Graduate Center, Timonium Online Webcast, Internet

73

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

12/15/15

Technology Conference martin’s west / baltimore / Event ID: 121009 macpa.org/techconf

Training CPAs to use technology for better accounting practice The deft use of technology plays a huge role in a CPA’s success.

The MACPA Technology Conference exposes CPAs to new technologies, trains CPAs to use specific tools well, and offers insight into strategic tech planning for firms and industry businesses.

All JUNIOR STAFF receive 50% discount. Enter code jrstaff at checkout.

Webast available.

74

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

TAX (CONTINUED) 1/7/2016

MACPA’s 1040 Fast Track - A Comprehensive Individual Tax Seminar for CPAs and Their Staff

16

8a-4p

$400

$500

211002

1/8/2016

WEBCAST: IRS Disputes: Identifying Options for Your Client

4

9 a - 12:30 p

$149

$199

111W410A

Online Webcast, Internet

1/11/2016

WEBCAST: Payroll Taxes and 1099 Issues: Everything You Need to Know

8

10:30 a - 6:30 p

$249

$345

111W419A

Online Webcast, Internet

Annual Tax Update: Individuals and Sole Proprietors

8

8 a - 3:30 p

$295

$395

111271A

1/12/2016

WEBCAST: Construction Contractors: Accounting, Auditing, Tax

8

9a-4p

$249

$345

111W363A

Online Webcast, Internet

1/12/2016

WEBCAST: Taxation Essentials of LLCs and Partnerships

8

9a-5p

$249

$345

111W457A

Online Webcast, Internet

1/14/2016

WEBCAST: Capitalized Costs and Depreciation: Key Issues and Answers

4

1 p - 4:30 p

$149

$199

111W358A

Online Webcast, Internet

1/19/2016

WEBCAST: Smart Tax Planning Strategies for Individuals

4

1 p - 4:30 p

$149

$199

111W450A

Online Webcast, Internet

1/21/2016

CPA DAY

2

7:30 a - 1:30 p

$0

$0

181000

Governor Calvert House, Annapolis

1/21/2016

MACPA’s 1040 Fast Track - A Comprehensive Individual Tax Seminar for CPAs and Their Staff

16

8a-4p

$400

$500

211003

Johns Hopkins University Montgomery County Campus, Rockville

1/26/2016

WEBCAST: Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

8

9a-5p

$249

$345

111W357A

Online Webcast, Internet

1/28/2016

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W451A

Online Webcast, Internet

2/3/2016

WEBCAST: Health Care Reform Act: Critical Tax and Insurance Ramifications

4

1 p - 4:30 p

$149

$199

111W402A

Online Webcast, Internet

2/9/2016

WEBCAST: Payroll Taxes and 1099 Issues: Everything You Need to Know

8

9a-5p

$249

$345

111W420A

Online Webcast, Internet

2/24/2016

WEBCAST: Social Security and Medicare: Maximizing Retirement Benefits

4

1 p - 4:40 p

$149

$199

111W452A

Online Webcast, Internet

1/12/2016

The Loyola Graduate Center, Timonium

Johns Hopkins University Montgomery County Campus, Rockville

T E C HN OL OG Y 10/5/15

WEBCAST: Excel for Accounting Professionals Session 1: Tables and Named References

2

12:30 p - 2:30 p

$105

$145

111W208A

Online Webcast, Internet

10/5/15

WEBCAST: Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

2

3p-5p

$105

$145

111W210A

Online Webcast, Internet

10/6/15

WEBCAST: Microsoft Excel: Data Analysis,New Table Features, and Pivot Table Enhancements

2

3p-5p

$79

$79

17W053

Online Webcast, Internet

10/7/15

WEBCAST: Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

2

12:30 p - 2:30 p

$105

$145

111W212A

Online Webcast, Internet

10/7/15

WEBCAST: Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

2

3p-5p

$105

$145

111W214A

Online Webcast, Internet

10/20/15

WEBCAST: Adobe Acrobat Best Practices

2

12 p - 2 p

$79

$79

17W054

Online Webcast, Internet

10/21/15

Excel Advanced Productivity Features for CPAs Functions, Data Analysis, Macro Recorder and Tips

8

8 a - 3:30 p

$330

$480

130216

MACPA Columbia Center, Columbia

10/22/15

WEBCAST: Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups

2

12:30 p - 2:30 p

$105

$145

111W235A

Online Webcast, Internet

10/22/15

WEBCAST: Excel for Accounting Professionals Session 6: List Comparisons and Indenting

2

3p-5p

$105

$145

111W237A

Online Webcast, Internet

10/23/15

ESC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140102

OCTOBER 2015

Salisbury University Commons Bldg., Salisbury

75

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

TECHNOLOGY (CONTINUED) 10/24/15

SATURDAY COURSE: Excel Hot Topics and Tips

6

8 a - 1:30 p

$295

$395

130230

MACPA Columbia Center, Columbia

10/27/15

Microsoft Office 2013 New Productivity Features for CPAs: Excel, Outlook, Word, PowerPoint, OneNote

8

8 a - 3:30 p

$330

$480

130217

MACPA Columbia Center, Columbia

10/28/15

WEBCAST: Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

2

12:30 p - 2:30 p

$105

$145

111W244A

Online Webcast, Internet

10/28/15

WEBCAST: Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

2

3p-5p

$105

$145

111W245A

Online Webcast, Internet

11/2/15

WMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140103

Penn Alps Restaurant & Craft Shop, Grantsville

11/3/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140151

Stevenson Univ. - Rockland Ctr. Hall, Owings Mills

11/9/15

MMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140105

Mount Continuing Studies Center, Frederick

11/11/15

QuickBooks for Contractors - 2015 Edition

8

8 a - 3:30 p

$330

$480

130203

MACPA Columbia Center, Columbia

11/13/15

NEC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140106

University Center - formerly HEAT Ctr, Aberdeen

11/16/15

AACC: The Future of Accounting: Professional Issues Update - Fall 2015

4

1 p - 4:30 p

$0

$250

140107

Anne Arundel Community College, Arnold

11/17/15

WEBCAST: Microsoft Outlook and Word 2010: Productivity Tips and Tricks

2

8 a - 10 a

$79

$79

17W056

Online Webcast, Internet

11/19/15

Excel Advanced Productivity Features for CPAs Functions, Data Analysis, Macro Recorder and Tips

8

8 a - 3:30 p

$330

$480

130218

MACPA Columbia Center, Columbia

11/23/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140108

Ten Oaks Ballroom & Conference Center, Clarksville

11/24/15

Excel Pivot Tables in-depth, PowerPivot, and new Data Visualization Features

8

8 a - 3:30 p

$330

$480

130219

MACPA Columbia Center, Columbia

11/24/15

SMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140104

Waldorf Jaycee Community Ctr, Waldorf

11/30/15

CAC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140110

Johns Hopkins University Montgomery County Campus, Rockville

12/1/15

WEBCAST: Microsoft Office 2007 Mastering the User Interface with

2

9 a - 11 a

$79

$79

17W057

Online Webcast, Internet

12/1/15

Excel for Accounting Professionals Session 1: Tables and Named References

2

12:30 p - 2:30 p

$105

$145

111W291A

Online Webcast, Internet

12/1/15

WEBCAST: Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

2

3p-5p

$105

$145

111W292A

Online Webcast, Internet

12/3/15

CMC: The Future of Accounting: Professional Issues Update - Fall

4

8:30 a - 12 p

$0

$250

140111

12/3/15

WEBCAST: Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

2

12:30 p - 2:30 p

$105

$145

111W295A

Online Webcast, Internet

12/3/15

WEBCAST: Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

2

3p-5p

$105

$145

111W297A

Online Webcast, Internet

12/10/15

Excel Power User: Macro Programing Using Visual Basic for Applications

8

8 a - 3:30 p

$330

$480

130220

MACPA Columbia Center, Columbia

12/15/15

2015 TECHNOLOGY CONFERENCE

8

8 a - 4:40 p

$275

$375

121009

Martin’s West, Baltimore

12/15/15

WEBCAST: Adobe Acrobat Best Practices

2

12 p - 2 p

$79

$79

17W058

Online Webcast, Internet

12/15/15

WEBCAST: 2015 TECHNOLOGY CONFERENCE

8

8 a - 4:40 p

$275

$375

17W202

Online Webcast, Internet

76

Sheppard Pratt Health Sys - Conf.

Ctr (Conference Center), Towson

STATEMENT

DATE

COURSE TITLE

CPE

TIME

MEMBER

NON-MEM EVENT ID

LOCATION

TECHNOLOGY (CONTINUED) 12/16/15

Advanced Techniques for QuickBooks 2015 Users

4

8 a - 11:30 a

$175

$225

130204

MACPA Columbia Center, Columbia

12/16/15

WEBCAST: Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups

2

12:30 p - 2:30 p

$105

$145

111W317A

Online Webcast, Internet

12/16/15

WEBCAST: Excel for Accounting Professionals Session 6: List Comparisons and Indenting

2

3p-5p

$105

$145

111W319A

Online Webcast, Internet

12/18/15

Excel Pivot Tables in-depth, PowerPivot, and new Data Visualization Features

8

8 a - 3:30 p

$330

$480

130221

MACPA Columbia Center, Columbia

12/18/15

WEBCAST: Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

2

12:30 p - 2:30 p

$105

$145

111W324A

Online Webcast, Internet

12/18/15

WEBCAST: Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

2

3p-5p

$105

$145

111W325A

Online Webcast, Internet

1/27/2016

Excel Hot Topics for CPAs

8

8 a - 3:30 p

$330

$480

130222

MACPA Columbia Center, Columbia

2/2/2016

Excel Advanced Productivity Features for CPAs Functions, Data Analysis, Macro Recorder and Tips

8

8 a - 3:30 p

$330

$480

130223

MACPA Columbia Center, Columbia

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