CPA CPE Schedule
South Carolina
October, November, December 2010
Quality. Value. Convenience.
Things to Know Program Details: Log onto www.scacpa.org for complete program details including session descriptions, speaker biographies, and secure online registration. Confirmation: A confirmation will be sent via e-mail or mail when your registration is processed. In the event your confirmation is not received, please contact our CPE Team at (888) 557-4814, ext. 110 or 112 or cpe@scacpa.org. Registration Modifications: Transfers made one week before event date will incur a $25 administrative fee. Cancellations received less than one week before the event forfeit the materials and entire registration fee. Substitutions are accepted up to the day of the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee. Special Requests: Please contact us as soon as possible with special need requests, CPE Team at (888) 557-4814, ext. 110 or 112 or cpe@scacpa.org. Questions, Modifications, or Requests: SCACPA CPE Team members are available Monday-Friday, 8:00 am – 5:00 pm at (888) 557-4814, ext. 110 and 112, or cpe@scacpa.org. Messages may be left 24 hours a day.
Alternative CPE CUSTOMIZED ONSITE TRAINING Quality training that perfectly fits your individual needs. Balancing cost-effectiveness with the need to get relevant training in today’s fast-paced business environment can be challenging. The South Carolina Association of CPAs offers a highly effective solution – delivery of high-quality training to you when and where you want it. Visit www.scacpa.org for more information or contact Reva Brennan at (888) 557-4814, Ext. 103 or rbrennan@scacpa.org to discuss your needs. ACPEN WEBCAST Webcasts are growing as a source of CPE credit among our members. It doesn’t get any more convenient than this! Live, group-study webcasts are taken right at your home or office computer. And you won’t miss a beat - you’ll still benefit from live interaction with an instructor and through the ability to ask questions during the presentation! ACPEN programs cover all of the most important subjects critical for accounting professionals. Join the thousands of CPAs across the country who have taken advantage of this easy and convenient format! Learn more about this option at www.scacpa.acpen.com. CPALearn WEBINARS SCACPA has collaborated with CPALearn to offer a wider array of CPE topics online. Each webinar offers live interaction with your instructor through Q&A during the presentation. CPALearn is another opportunity for you to earn online CPE when it is convenient for you. Visit www.cpalearn.com/scacpa for course details and to register.
CPA CROSSINGS WEBINARS CPA Crossings has partnered with SCACPA to provide you with access to an extensive catalog of CPA Technology Best Practices webinars. These courses are delivered in a “live webinar” format that allows you to participate from the comfort of your office or home. If you are unsure about webinars, attend CPA Crossings FREE 50 minute “How to take a Webinar” session. Visit the http://cpe.cpacrossings. com/scacpa website for a complete schedule of upcoming sessions and to learn more about webinars. SMART PROS ONLINE SELF-STUDY SCACPA has partnered with Smart Pros to offer The continuing Professional Education Center. SmartPros Ltd. is a leader in online and offline continuing education for professionals. The Professional Education Center catalog features hundreds of course titles and thousands of hours of accredited CPE. We have several subscriptions to choose from with a compelling collection of courses in accounting and auditing, taxation, management, personal development and more. To register visit http://education. smartpros.com/scacpa. SURGENT MCCOY WEBINARS SCACPA is proud to offer through Surgent McCoy 2-hour webinars that feature Jack Surgent (tax) or Jennifer Louis (A&A) on the hottest topics affecting CPAs today. To view complete details and register visit www.cpenow.com/ webinars. The list of programs is updated throughout the year, so check back for updates.
Questions? Contact our CPE team at (803) 791-4181 ext. 110 or 112, e-mail cpe@scacpa.org
Course Information
Legend
2 HR COURSES (Meals are NOT provided) Fees: CC NA, EB $75, M $100, NM $160
= Yellow Book
4 HR COURSES (Breakfast provided AM Courses; Lunch provided PM Courses) Fees:* CC $100, EB $140, M $155, NM $ 180
= EA
8 HR COURSES, excluding Satellite/Webcast (Breakfast and Lunch provided) Fees:* CC $200, EB $210, M $235, NM $ 310 *Fees are as listed above unless otherwise noted in course description Choice Card (CC): Available to SCACPA members only. The Choice Card is only good for one year and is available on all courses that are four CPE hours or more except events co-sponsored by other vendors, i.e., AHI/AICPA, SC Bar, IMA, CPA2Biz, etc. Early Bird (EB): SCACPA members who register with payment at least three weeks prior to the event date.
CPE SCHEDULE October October 1
Professional Issues Update (60910CO) Credits: 4 Area: Personal Development Level: All Leader: Various Location: Radisson Hotel - Columbia Fees: Members Free; NM $100
October 4
Professional Issues Update (60910GR) Credits: 4 Area: Personal Development Level: All Leader: Various Location: Embassy Suites - Greenville Fees: Members Free; NM $100
October 5
Professional Issues Update (60910AN) Credits: 4 Area: Personal Development Level: All Leader: Various Location: Anderson University - Anderson Fees: Members Free; NM $100
October 11 & 12
Industry Conference (415010) Credits: 16 Area: Management Level: All Leader: Various Location: Columbia Conference Center - Columbia Fees: CC $400, EB $280, M $305, NM $405 Electronic Materials Discount: $-25
= CFM
= CSEP = Calculator = Young CPA Hot Pick
= CFP
= CMA
= PFS = CLE = Satellite/Webcast = AICPA Discount: $30
Member (M): SCACPA members who register with payment less than three weeks prior to the event date and other state CPA society members. Non-Member (NM): Anyone who is not a member of SCACPA or any other state CPA society.
October 19
Personal Financial Planning Conference (418010) Credits: 8 Area: Consulting/Other/Tax/Personal Development Level: All Leader: Various Location: SCACPA - West Columbia Fees: CC $200, EB $205, M $230, NM $305 Electronic Materials Discount: $-25
October 20
Accounting & Auditing Update (68010SW) Credits: 8 Area: A&A Level: Update Leader: Various Five Locations to Choose From: 1. USC Beaufort at Bluffton 2. College of Charleston 3. SCACPA 4. Greenville Technical College 5. Horry-Georgetown Technical College Note: Meals not included; electronic materials only Fees: CC $200, EB $135, M $160, NM $235
October 26
New! Learn to Do a Nexus Study to Build Your State and Local Tax Practice (68110) Credits: 8 Area: Tax Level: Intermediate Leader: Pamela Davis-Vaughn Location: Embassy Suites - Greenville
October 27
New! Case Studies in Improving Writing and Research Skills for Tax Professionals (68210) Credits: 8 Area: Tax Level: Intermediate Leader: Pamela Davis-Vaughn Location: Embassy Suites - Greenville
October 28
Women in Leadership Conference (417010) Credits: 8 Area: Personal Development Level: All Leader: Various Location: Embassy Suites - Columbia Fees: CC $200, EB $205, M $230, NM $305 Electronic Materials Discount: $-25
November November 4
AICPA’s Technical Hotline Annual Update: Top 12 Audit Speed Bumps (68310A) Credits: 8 Area: Auditing Level: Update Leader: Lynda Dennis Location: SCACPA - West Columbia
November 5
AICPA’s Technical Hotline Annual Update: Top 10 GAAP Speed Bumps (68410A) Credits: 8 Area: Accounting Level: Intermediate Leader: Lynda Dennis Location: SCACPA - West Columbia
November 10
Business Fraud, Internal Controls, and Forensic Analysis for the Accountability Professional (68510SW) Credits: 8 Area: A&A Level: Intermediate Leader: Various Five Locations to Choose From: 1. USC Beaufort at Bluffton 2. College of Charleston 3. SCACPA 4. Greenville Technical College 5. Horry-Georgetown Technical College Note: Meals not included; electronic materials only Fees: CC $200, EB $135, M $160, NM $235
November 11 & 12
Tax Conference and CPA Summit (411010) Credits: 16 Area: A&A/ Management/ Tax Level: All Leader: Various Location: Embassy Suites - Columbia Fees: CC $400, EB $280, M $305, NM $405 Electronic Materials Discount: $-25
November 15
Form 1041: Income Taxation of Estates and Trusts (68610A) Credits: 8 Area: Tax Level: Basic Leader: Dennis Riley Location: SCACPA - West Columbia
November 16
IRAs, Roth IRAs, SIMPLEs and SEPs: Contributions, Rollovers, Distributions, and More (68710A) Credits: 8 Area: Tax Level: Intermediate Leader: Dennis Riley Location: SCACPA - West Columbia
November 18
New! QuickBooks Reconciling and Analyzing Financial Statements (68810AM) Credits: 4 Area: Accounting Level: Intermediate Leader: Brian Tankersley Location: Embassy Suites - Greenville Note: Breakfast Only. QuickBooks Advanced Financial and Operational Reporting (68810PM) Credits: 4 Area: Accounting Level: Advance Leader: Brian Tankersley Location: Embassy Suites - Greenville Note: Lunch Only.
November 19
New! Excel Macros - Part 1 (68910AM) Credits: 4 Area: Specialized Knowledge & Applications Level: Basic Leader: Brian Tankersley Location: Embassy Suites - Greenville Note: Breakfast Only. New! Automating Workflow to Improve Control and Profitability (68910PM) Credits: 4 Area: Specialized Knowledge & Applications Level: Intermediate Leader: Brian Tankersley Location: Embassy Suites - Greenville Note: Lunch Only.
November 22
New! Advanced Concepts in Estate Planning (69010) Credits: 8 Area: Tax Level: Advance Leader: Douglas Stanley Location: SCACPA - West Columbia
November 23
New! What You Need to Do Now in Estate Planning (69110) Credits: 8 Area: Tax Level: Update Leader: Douglas Stanley Location: SCACPA - West Columbia
November 29
Paperless Office - Managing Documents in a Digital World (69210) Credits: 8 Area: Specialized Knowledge & Applications Level: Intermediate Leader: Randy Johnston Location: Columbia Conference Center - Columbia Fees: CC $200, EB $225, M $250, NM $325
November 30
Business Continuity and Disaster Recovery (69310) Credits: 8 Area: Business Management & Organization Level: Intermediate Leader: Randy Johnston Location: Columbia Conference Center - Columbia Fees: CC $200, EB $225, M $250, NM $325
December December 1
Loscalzo’s Compilation and Review Essentials – The New Rules for Local Practitioners (69410) Credits: 8 Area: Auditing Level: Intermediate Leader: Greg Clark Location: SCACPA - West Columbia Note: Sample reports, checklists, work programs, engagement letters, representation letters & more will be available in a Word template at no extra charge.
December 2
Basis/Distributions for Pass-Through Entities: An IRS Hot Spot (69510A) Credits: 8 Area: Tax Level: Intermediate Leader: Steven Lustig Location: Embassy Suites - Greenville Effectively and Efficiently Reviewing Tax Returns in Busy Season (69610) Credits: 8 Area: Tax Level: Intermediate Leader: Susan Smith Location: SCACPA - West Columbia
December 3
AICPA’s Annual Business Tax Update: A Unique Focus for Business & Industry CPAs (60210A) Credits: 8 Area: Tax Level: Update Leader: Steven Lustig Location: Embassy Suites - Greenville The Complete Guide to Payroll Taxes and 1099 Issues (69810) Credits: 8 Area: Tax Level: Basic Leader: Susan Smith Location: SCACPA - West Columbia
December 6
Delving into the Top Twelve Issues for Partnerships, LLCs and S Corps (60710A) Credits: 8 Area: Tax Level: Advance Leader: Wendy Kravit Location: SCACPA - West Columbia
December 7
AICPA’s 2010 Individual Tax Review Series: Beyond the Basics (60310A) Credits: 8 Area: Tax Level: Update Leader: Wendy Kravit Location: SCACPA - West Columbia
December 8
Annual Tax Update (60010SW) Credits: 8 Area: Tax Level: Update Leader: Various Five Locations to Choose From: 1. USC Beaufort at Bluffton 2. College of Charleston 3. SCACPA 4. Greenville Technical College 5. Horry-Georgetown Technical College Note: Meals not included; electronic materials only Fees: CC $200, EB $135, M $160, NM $235
December 9 & 10
Accounting & Auditing Conference (416010) Credits: 16 Area: A&A Level: All Leader: Various Location: Francis Marion Hotel - Charleston Note: Garage parking: $12 cash only or Valet: $17 Fees: CC $400, EB $385, M $410, NM $510 Note: Session selection is required Electronic Materials Discount: $-25
December 13
Federal Tax Update with Walter Nunnallee (60110FF) Credits: 8 Area: Tax Level: Update Leader: Walter Nunnallee Location: Southeastern Institute of Manufacturing & Technology - Florence Note: 6.67 CLE credits Fees: CC $200, EB $195, M $220, NM $295 Internal Controls, Corporate Governance & Risk Management (62210) Credits: 8 Area: A&A Level: Intermediate Leader: Dennis Gerschick Location: SCACPA - West Columbia
December 14
Federal Tax Update with Walter Nunnallee (60110FH) Credits: 8 Area: Tax Level: Update Leader: Walter Nunnallee Location: USC Beaufort at Bluffton - Bluffton Note: 6.67 CLE credits Fees: CC $200, EB $195, M $220, NM $295
December 14, con’t.
Analyzing a Business and Its Financial Statements (60410AM) Credits: 4 Area: A&A Level: Basic Leader: Dennis Gerschick Location: SCACPA - West Columbia Note: Breakfast only Fees: CC $100, EB $125, M $140, NM $165 Investing Fundamentals for the Individual (60410PM) Credits: 4 Area: Consulting Level: Basic Leader: Dennis Gerschick Location: SCACPA - West Columbia Note: Lunch Only Fees: CC $100, EB $125, M $140, NM $165
December 15
Federal Tax Update with Walter Nunnallee (60110FC) Credits: 8 Area: Tax Level: Update Leader: Walter Nunnallee Location: Embassy Suites - Columbia Note: 6.67 CLE credits Fees: CC $200, EB $195, M $220, NM $295 Advanced Technical Tax Forms Training: Form 1040 Issues (69710) Credits: 8 Area: Tax Level: Advance Leader: James Vastarelli Location: SCACPA - West Columbia
December 16
Federal Tax Update with Walter Nunnallee (60110FG) Credits: 8 Area: Tax Level: Update Leader: Walter Nunnallee Location: Embassy Suites - Greenville Note: 6.67 CLE credits Fees: CC $200, EB $195, M $220, NM $295 Advanced Technical Tax Forms Training - LLCs, S Corporations and Partnerships (69910) Credits: 8 Area: Tax Level: Advance Leader: James Vastarelli Location: SCACPA - West Columbia
December 17
Accounting Educators’ Forum (419010) Credits: 8 Area: A&A/Other Level: All Leader: Various Location: SCACPA - West Columbia Fees: CC $200, EB $100, M $125, NM $200
December 20
Preparing Individual Tax Returns for New Staff and Para-Professionals (61510) Credits: 8 Area: Tax Level: Basic Leader: Anne Wilkins Location: SCACPA - West Columbia
December 21
Preparing C Corporation Tax Returns for New Staff and Para-Professionals (61610) Credits: 8 Area: Tax Level: Basic Leader: Anne Wilkins Location: SCACPA - West Columbia
December 22
The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns (61710) Credits: 8 Area: Tax Level: Basic Leader: Anne Wilkins Location: SCACPA - West Columbia
December 29
Recent Compilation and Review Issues (60510AM) Credits: 2 Area: Auditing Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Note: Meals are NOT included Whats New with Quality Control and Peer Review (60510N) Credits: 2 Area: Auditing Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Note: Meals are NOT included New! Case Studies in Compliance Auditing (60510PM) Credits: 4 Area: Auditing Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Note: Meals are NOT included Fees: CC $100, EB $150, M $175, NM $240
December 30
New! Fair Value Accounting in the 21st Century (60610AM) Credits: 4 Area: Accounting Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Note: Meals are NOT included Fees: CC $100, EB $150, M $175, NM $240 New! International Accounting Standards Differences with U.S. GAAP (60610N) Credits: 2 Area: Accounting Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Note: Meals are NOT included New! Accounting Standards Update (60610PM) Credits: 2 Area: Accounting Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Note: Meals are NOT included
Registration Form Course Code
Date
Location
Fee
REGISTRANT INFORMATION Name (Please Print) SCACPA Member or Other State CPA Society #/ State AICPA # Firm/Organization Daytime Phone Fax
Discounts are subject to verification.
Total
Note: Full payment must accompany registration.
REGISTRATION LIST A participant list will be provided to registrants attending the events upon request. Please check the following box if you wish to opt out of the listing. o
CONFERENCE MATERIALS
o GO GREEN AND SAVE GREEN Electronic Materials: Please deduct $25 from your registration fee, and provide your e-mail address below. Materials will be provided approximately one week before the event. Note: Discount only available for conferences.
Mobile Phone o Primary Phone
oSecondary Phone
Home Phone oPrimary Phone
oSecondary Phone
Address City/State/ZIP Email
PAYMENT INFORMATION TOTAL FEES: Please indicate method of payment q Check: I have enclosed a check payable to SCACPA q Visa q MasterCard q American Express q Discover q Choice Card: _______________ , _______________ coupon number 1
coupon number 2
_______________ , _______________
_______________ , _______________
coupon number 3 coupon number 5
Email (required)
REGISTRATIONS ACCEPTED
Credit Card #
Mail SCACPA, 570 Chris Drive West Columbia, SC 29169
Exp. Date
Fax (803) 791-4196 credit card and choice card payments only
Name on Credit Card/Choice Card
Online www.scacpa.org
CCV (3-4 Digits)
Signature
coupon number 4 coupon number 6
q Firm Card q Personal Card
Date
Visit www.scacpa.org for more information.
SOUTH CAROLINA ASSOCIATION OF CPAs
October, November, December 2010
CPE Schedule
570 Chris Drive • West Columbia, SC 29169 (888) 557-4814, Toll free in SC • (803) 791-4181 www.SCACPA.org