Annual summit brochure

2013 Annual Summit | Nov. 13-14 | DoubleTree by Hilton, Columbia

South Carolina

CPA

South Carolina Association of Certified Public Accountants

CPE By Design Cr e ate . L e a r n . E x c el .

at the 2013 Annual Summit Change is not just occurring – it’s accelerating.

For CPAs, this means new challenges and new opportunities as technological, regulatory and economic changes converge. The 2013 Annual Summit offers the tools you need to take charge of your future in three easy steps:

Create.

Featuring four tracks, the Summit includes sessions in A&A, tax, technology and industry with specific sessions approved for CFP and CLE credit. Customize your learning plan around the knowledge and skills you need!

Learn.

Discover how to adapt quickly and knowledgeably to the issues that impact you, your clients and your organization.

Excel.

Apply the knowledge and resources acquired and don’t just plan for the future – take charge of it!

REGISTER NOW! 2

South Carolina Association of CPAs | 2013 Annual Summit

= CFP Credit |

= CLE Credit

featured speakers William Balhoff, CPA, CFE, CFF, CGMA Managing Director and CEO/ Postlethwaite & Netterville William E. “Bill” Balhoff, CPA, CFE, CFF, CGMA, is the managing director and CEO for Postlethwaite & Netterville. He joined P&N in 1976 and became a director in 1986. He currently serves as vice chairman of the American Institute of CPAs (AICPA) Board of Directors. He has over 35 years experience in technical audit, accounting and consulting activities. Because of the firm’s diverse client base he has experience in a broad range of industries. His primary industry groups are financial institutions, SEC firms, retailers and insurance companies.

Erica Orange Vice President/Weiner, Edrich, Brown, Inc Erica Orange is vice president of Weiner, Edrich, Brown, Inc., a leading futurist consulting group. Formed in 1977, Weiner, Edrich, Brown, Inc. (WEB) helps their clients to identify trends and opportunities in the areas of marketing, product development, strategic planning, investments, human resources and public affairs.

= CFP Credit |

= CLE Credit

Glen Ward Owner/Glen Ward Speaking/Entertainment Glen Ward is a professional humorist and inspirational speaker. His engagements take him all across America addressing corporations; national, regional, and state associations; government agencies; chambers of commerce; schools; civic organizations; and churches. His wholesome humor involves hilariously accurate impersonations of well-known political and musical celebrities. He also entertains his audiences with stories and life lessons learned from his experiences growing up in a minister’s home.

Jared Weiner, MBA Vice President/Weiner, Edrich, Brown, Inc Jared Weiner is vice president of Weiner, Edrich, Brown, Inc., one of the world’s leading futurist consulting firms. Throughout his career, Jared has consulted for Weiner, Edrich, Brown, and has been integrally involved in the identification and understanding of emerging trends in the global marketplace – and their implications for a variety of clients. Jared’s current responsibilities include creating a complete multi-channel marketing strategy and developing new products and services.

Register Now | (888) 557-4814 | www.scacpa.org

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schedule at-a-glance Wednesday, Nov. 13 7:15 – 10:30 a.m.

Registration and Continental Breakfast

6:45 – 10:30 a.m.

Registration and Continental Breakfast

8:30 – 10:10 a.m.

CPE Sessions

7:30 – 8:20 a.m.

Bonus CPE Sessions (by invitation only)

10:10 – 10:25 a.m.

Vendor Networking Break 10:25 a.m. – 12:05 p.m.

CPE Sessions 12:05 – 1:20 p.m.

Lunch and Entertainment 1:20 – 3:00 p.m.

CPE Sessions 3:00 – 3:20 p.m.

Vendor Networking Break 3:20 – 5:00 p.m.

CPE Sessions

Wednesday evening 5:00 – 7:30 p.m.

Vendor and Member Reception 5:30 – 6:30 p.m.

New CPA Oath Ceremony

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Thursday, Nov. 14

8:30 – 10:10 a.m.

CPE Sessions 10:10 – 10:25 a.m.

Vendor Networking Break 10:25 a.m. – 12:05 p.m.

CPE Sessions 12:05 – 1:25 p.m.

Student Recognition Luncheon 1:25 – 3:05 p.m.

CPE Sessions 3:05 – 3:20 p.m.

Vendor Networking Break 3:20 – 5:00 p.m.

CPE Sessions *Please note the annual member meeting will not occur at this event. The annual member meeting will occur in May 2014.

Details will be sent early 2014.

South Carolina Association of CPAs | 2013 Annual Summit

schedule

CLE

CFP

(PENDING)

Wednesday, November 13 7:15 – 10:10 a.m.

Registration and Continental Breakfast

8:30 – 10:10 a.m.

Concurrent Sessions (Select One)

B01 - The Future Begins Now: How Current Trends are Shaping the 10 Growth Areas of Tomorrow (EC–2) Erica Orange and Jared Weiner, MBA Weiner, Edrich, Brown, Inc. The world, and everything in it - especially technology - is changing at break neck speed. This session will discuss how several major technological, social, economic, demographic and environmental trends are shaping the 10 growth areas of the emerging Metaspace Economy. We will take a journey into the short and long-term future to uncover the growth opportunities of tomorrow.

B02 - Nexus and Multistate Tax Issues (TX–2) Bob Baldwin, CPA, PFS, AEP and Ken Newhouse, CPA, CITP Baldwin & Associates and Moore, Beauston & Woodham LLP When your company conducts business out of state, it can easily establish nexus.

Nexus is the minimum connection or contact between a taxpayer and a state sufficient to subject the business to the taxing jurisdiction of that state. Although this is not always unfavorable, it does add significant burdens in terms of record keeping and filing requirements. Business income taxes and sales/use tax requirements imposed by another state can be significant and interest and penalties can be assessed for all previous years back to the first year nexus was established. States do not use a standard tax system when imposing their taxes on business entities. Differences occur according to the type of tax imposed, the base on which the tax is assessed, the type of return required, which entities are included in the return, how receipts are divided among the states, and when returns are due. This session will help you better understand the requirements to ensure compliance.

B03 - Excel Guru's Toolbox (SK–2) Steven Phelan, CPA K2 Enterprises Beyond PivotTables, which many users consider Excel's most powerful feature, it has many other great features and add-ins. In this session, you will examine the top Excel features and add-ins to make you more productive. Examples include Fuzzy Lookup, Analysis ToolPak, ActiveData, Conditional Formatting, Evaluate Formula, Custom Views, the Camera, Slicers, Sparklines, top hot keys, and much more. This is a must-see session if you want to improve your Excel skills.

10:10 – 10:25 a.m.

Vendor Networking Break

Visit exhibitors, make new acquaintances or rekindle old ones during this free time between educational sessions. Ensure you visit the vendor expo to win great prizes.

Register Now | (888) 557-4814 | www.scacpa.org

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schedule

CLE

CFP

(PENDING)

Wednesday, November 13 (con’t) 10:25 a.m. 12:05 p.m

Concurrent Sessions C01 - Accounting & Auditing Update (AC-1/AU-1) Tom Pietras, CPA Bauknight, Pietras & Stormer, PA The session is intended to be a "10,000 feet level" overview of current developments and trends in accounting and auditing standards. We will cover recent and proposed actions by the Financial Accounting Standards Board, the AICPA, and others.

C02 - Federal and South Carolina State Tax Credits for Small Businesses (TX-2) Erik Doerring, Esquire McNair Law Firm, PA Businesses, particularly small businesses, must be competitive to survive and grow in an everchanging environment. Federal and S.C. state tax credits exist offering a variety of incentives and tax subsidies to small businesses to induce them to add or maintain employment, to grow investment, to operate in particular geographic areas, and to encourage other conduct. The CPA must be aware of these incentives to properly advise his or her clients in order to reduce the client's otherwise applicable federal and state tax burden. The CPA should assume that the client's competitors are aware of these tax credits and subsidies, and if the CPA is also not aware of these incentives the CPA advises the client at his or her peril.

C03 - Excel's PowerPivot And Power View: A Dynamic Duo! (SK-2) Steven Phelan, CPA K2 Enterprises Two new Excel features - PowerPivot and Power View - provide unparalleled options for analyzing data and preparing interactive reports. With PowerPivot, you can make your PivotTables even more potent, while Power View offers visualization techniques to enhance the appearance of your reports. You will learn to put the power of both of these amazing tools to use immediately by participating in this very practical session, which is sure to help you improve your analytical and reporting processes.

C04 - Integrated Reporting (SK-2) Ricky Cronin International Integrated Reporting Council Integrated Reporting <IR> is a process that results in communication by an organization, most visibly a periodic integrated report, about value creation over time. An integrated report is a concise communication about how an organization’s strategy, governance, performance and prospects, in the context of its external environment, lead to the creation of value over the short, medium and long term. Over 100 global businesses and 50 institutional investors are directly involved in the IIRC’s work. This includes some of the world’s most iconic brands, such as Coca-Cola, Clorox, Microsoft, Hyundai, Tata, Unilever, Marks and Spencer, SAP and National Australia Bank. The business and investor benefits of <IR> are compelling.

The empirical evidence from the IIRC Pilot Program shows that <IR> enables the articulation of strategy and how the business is creating value over time.

12:05 -1:20 p.m.

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Lunch and Entertainment

Glen Ward Glen Ward Speaking & Entertainment During lunch with colleagues and vendors you will release a little stress while enjoying hilarious entertainment by Glen Ward.

South Carolina Association of CPAs | 2013 Annual Summit

1:20 - 3:00 p.m.

Concurrent Sessions D01 - GASB Update (GC-2) Deborah Beams, CPA Governmental Accounting Standards Board This session will provide an overview of recently-issued statements of the Governmental Accounting Standards Board. It will review the statements that are newly effective and describe the statements that will become effective in the future. The session also will discuss some of the projects on the GASB's current agenda and how you can participate in the standard-setting process.

D02 - Health Care Reform Update - Part 1 (TX-2) Norman Clarke and Allison Ford, CPA, CFE Clarke & Company Benefits, LLC and Burkett, Burkett, Burkett CPAs A bulleted synopsis of topics that will be covered is as follows: • Review of the Employer and Individual Mandates • Business strategies to maximize opportunities and minimize penalties • Who are you required to “offer” coverage to?

• Effective planning with your advisory team for 2014 and beyond.

• Tax calculations and reporting related to 4980H(a) and 4980H(b), the .9% Medicare Surtax and the 3.8% Net Investment Income Tax This session is continued during session E02. The speakers will cover the one outline between the two sessions.

D03 - Collaborative Bookkeeping and Cloud Accounting Solutions (SK-2) Steven Phelan, CPA K2 Enterprises Many small businesses have replaced after-the-fact write up and bookkeeping software with real time Cloud-based solutions. These solutions automate much of the data entry by importing transactions from financial institutions, facilitate better teamwork between managers and accountants, reduce workload compression by spreading the work throughout the month, and provide timely reporting on an ongoing basis. Participate in this session to learn how you can revolutionize your accounting and reporting processes, regardless of whether you are in public accounting or industry.

D04 - FASB Update (AC-2) Jeff Mechanick, CPA Federal Accounting Standards Board During this session we will review and discuss developments in U.S. GAAP standards and standard-setting during the past year, with a particular focus on private companies. Among the topics we will cover are: the work of the Private Company Council to-date and related FASB efforts, noteworthy FASB pronouncements (ASUs), international convergence and the major joint FASB-IASB projects on revenue recognition, leases, and financial instruments, and other FASB projects of interest, including Going Concern, Disclosure Framework, Not-for-Profit Financial Reporting, and select EITF issues.

Register Now | (888) 557-4814 | www.scacpa.org

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schedule

CLE

CFP

(PENDING)

Wednesday, November 13 (con’t) 3:00 – 3:20 p.m.

Vendor Networking Break

3:20 – 5:00 p.m.

Concurrent Sessions

Visit exhibitors, make new acquaintances or rekindle old ones during this free time between educational sessions. Ensure you visit the exhibit hall to win great prizes.

E01 - Litigation Against Accountants: Recent Developments (AP-2) Jay Matthews, Esquire Haynsworth Sinkler Boyd, PA The exposure to litigation risk for accountants is continuously changing. The predominant use of electronic information has complicated questions about jurisdiction as well as the governing legal standards. With this review of the most recent legal decisions, you will learn what steps you can take to reduce the risk to you and your firm.

E02 - Health Care Reform Update - Part 2 (TX-2) Norman Clarke and Allison Ford, CPA, CFE Clarke & Company Benefits, LLC Burkett, Burkett, Burkett CPAs This session is a continuation from session D02. The speakers will cover the one outline between the two sessions.

• Review of the Employer and Individual Mandates • Business strategies to maximize opportunities and minimize penalties • Who are you required to “offer” coverage to?

• Effective planning with your advisory team for 2014 and beyond.

• Tax calculations and reporting related to 4980H(a) and 4980H(b), the .9% Medicare Surtax and the 3.8% Net Investment Income Tax E03 - Dashboard Reporting Tools and Techniques (SK-2) Steven Phelan, CPA K2 Enterprises Dashboard reporting of key performance indicators (KPIs) in real time is an unmet goal for many organizations. Participants in this session will review sample dashboards, learn about key terminology for describing dashboards, and identify techniques for effectively communicating KPIs to all stakeholders. Participants in this session will also learn how to develop strategies to accumulate data, create summary reports, and present and distribute data on Excel or Web-based dashboards.

E04 - Financial Reporting Framework for SMEs (AC-2) David Morgan, CPA, PFS Lattimore, Black Morgan & Cain, PC Learn about the AICPA's new Financial Reporting Framework for Small- and Medium-Sized Entities. The FRF for SMEs is built by the CPA profession for Main Street businesses. Designed as a simplified, relevant and streamlined reporting option for small businesses that don't need GAAP-based financial statements, the FRF for SMEs offers owner-managers and external stakeholders a cost-effective solution to their financial reporting needs. This session will cover the reasons behind the FRF for SMEs development, its key features and benefits, and delve into the specific principles and requirements of the framework.

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South Carolina Association of CPAs | 2013 Annual Summit

schedule Wednesday evening, November 13 5:00 â&#x20AC;&#x201C; 7:30 p.m.

Vendor and Member Reception

5:30 â&#x20AC;&#x201C; 6:30 p.m.

Oath Ceremony

The Vendor Reception is a reception for Summit registrants to network with colleagues and vendors in a fun and relaxing environment.

Join SCACPA and the S.C. Board of Accountancy as we conduct the semi-annual New CPA Oath Ceremony.

sponsors American Pensions

www.american-pensions.com

BB&T Insurance Services www.insurance.bbt.com

exhibitors CAMICO Mutual Insurance www.camico.com

Future Scholar www.futurescholar.com

CCH, a part of Walter Kluwer www.cchgroup.com

Palmetto Kids First www.palmettokidsFIRST.org

Register Now | (888) 557-4814 | www.scacpa.org

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schedule

CLE

CFP

(PENDING)

Thursday, November 14 6:45 – 10:10 a.m.

Registration and Continental Breakfast

7:30 – 8:20 a.m.

BONUS Concurrent Sessions (by invitation only) SFR - Small Firms Roundtable (AP–1) Bill Balhoff, CPA, CFE, CFF, CGMA Postlethwaite & Netterville Enjoy an open dialogue led by Bill Balhoff, CPA who is the current chairman of the AICPA Board of Directors and managing director and CEO for Postlethwaite & Netterville. Mr. Balhoff will set the stage by describing some of the most pressing issues in the profession and will be prepared to address your questions, comments and concerns.

BIR - Business & Industry Roundtable (AC–1) Amanda Koehler, CPA Turner Padget Graham & Laney Enjoy an open dialogue led by the Business and Industry Committee members. The moderators will set the stage by describing some of the most pressing issues in the profession and will be prepared to monitor the discussion as your questions, comments and concerns are addressed by your colleagues.

8:30 – 10:10 a.m.

Concurrent Sessions F01 - What's Keeping CPA Practitioners up at Night? (AP–2) Lisa Simpson, CPA, CGMA American Institute of CPAs What's keeping CPA practitioners up at night? The best answer to that question can be found in the PCPS 2013 CPA Firm Top Issues Survey, which asks practitioners about the most pressing problems they are facing and categorizes the answers based on firm size. Find out the latest survey results, learn what they mean for firms and receive advice on how to respond to the hot topics affecting your practice in this session. We'll discuss resources to help you address keeping up with the changes and complexity of tax laws, bringing in and keeping clients, succession planning; staffing issues and more of the top challenges your peers identified in our latest survey.

F02 - Estate Planning Update (TX–2) Dave Sojourner, Esquire Ellis, Lawhorne & Sims, PA For the first time in 12 years we have an estate and gift tax law that does not have an expiration or sunset date. We will review the new "permanent" estate and gift tax law, discuss planning opportunities with the current exemptions, review the exemption portability rules that are now in effect, and discuss changes that every client should consider for common estate plans. The South Carolina Legislature has also adopted substantial revisions to the South Carolina Probate Code that take effect on Jan. 1, 2014. We will review these new rules, including the revisions to the elective share statute and our first "decanting" statute that provides opportunities for planning with irrevocable trusts.

10

South Carolina Association of CPAs | 2013 Annual Summit

F03 - Cloud Document Management 101 (SAâ&#x20AC;&#x201C;2) Steven Phelan, CPA K2 Enterprises Managing documents in the Cloud is a new ballgame with new rules. The objectives are the same: safe, reliable document storage with all information accurately indexed and easily accessible. However, there are questions that we must answer before moving to the Cloud. What are the issues? What differentiates alternatives? What security questions should we ask? What are the applicable laws and regulations? Get your answers to these questions and others, including long-term management issues, by participating in this session.

F04 - Profit Improvement: 10 Tips (AC-2) Don Minges, MBA Executive Education When a company is having poor financial performance, the financial person is often the first to go. Whether times are good or times are bad, asking the tough questions and making sure the organization is efficient and stays efficient are part of the financial manager's job. Proactive efforts by financial managers can prevent the need for a company to "catch up." This session provides 10 techniques for improving your company's bottom line.

10:10 â&#x20AC;&#x201C; 10:25 a.m.

Vendors Networking Break

Visit vendors, make new acquaintances or rekindle old ones during this free time between educational sessions. Ensure you visit the vendor expo to win great prizes.

Register Now | (888) 557-4814 | www.scacpa.org

11

schedule

CLE

CFP

(PENDING)

Thursday, November 14 (conâ&#x20AC;&#x2122;t) 10:25 a.m. 12:05 p.m.

Concurrent Sessions G01- Importance of Quality Control to Avoid Legal Troubles (AP-2) Fred Crawford, Esquire and Tony Rebello, Esquire Richardson Plowden & Robinson, PA In the context of the professional accounting firm, risk is not a new concept for practitioners. It has been attached to the profession for as long as accountants have offered services in a commercial setting. However, as the number and size of legal claims against professional public accountants has increased over the years, so too has the issue of risk and risk management also increased in importance. Ultimately, it is the partners of the accounting firm that will bear the ultimate responsibility for the firmâ&#x20AC;&#x2122;s risk management framework. So it is this group (or person if solely owned) that must take the lead in establishing and maintaining a risk management framework, as with periodic evaluation of its design and effectiveness.

G02 - Effects of Obama Administration On Employers...

Your Employment-Related Risks and How to Prevent Liability (PE-2) Kristen Cato, Esquire Rogers Townsend & Thomas There has been a tremendous effort to expand employee rights with the current administration, much more than what has been typical over the last 20 years. This session will focus on misclassification of employees as independent contractors vs. employees and exempt vs. non-exempt. We will also discuss the National Labor Relations Board and its efforts in unionizing America.

G03 - How to Create the Virtual Office (SA-2) Steven Phelan, CPA K2 Enterprises What does it take to move your office to the Cloud? How will you set up virtual desktops and virtual servers and manage the risks associated with each? You know the benefits of moving to the Cloud, now experience what the transition looks like. In this session, you will learn not only what it takes to get the job done, but also observe live demonstrations of setting up Cloud-based servers and desktops. Relax - it is much easier than it sounds!

G04 - Effective Change Management (BM-2) Don Minges, MBA Executive Education Research shows that far too many change initiatives fail to launch properly or endure because their leaders do not understand the psychological basics of human response to change. Inept change management techniques can cause long-lasting damage or unintended consequences for individuals or organizations. If you have ever observed the negative results of participating in a failed change initiative that logically should have been an easy dunk -- or want to avoid an unnecessarily bad experience -- this session may open your eyes to new awareness and tools for effective change leadership.

12

South Carolina Association of CPAs | 2013 Annual Summit

12:05 -1:25 p.m.

1:25 - 3:05 p.m.

Student Recognition Luncheon

Recognize college students majoring in accounting from across the state who are recipients of the 2013 Education Fund Scholarships. In addition, AICPA Chairman Bill Balhoff will be our guest speaker.

Concurrent Sessions H01 - Health Care Reform Panel (SK-2) Mark Riley American Benefits Services. LLC This session will be a discussion of the Affordable Care Act (ACA) as it relates to employers and their benefit plans. The panel will focus on the employer requirements under the ACA, as well as explaining the way insurance products in the group, individual and Exchange Marketplace will look and how they will be priced. The panel will ensure that attendees have a good working knowledge of all the deadlines imposed by the law and where to get the information necessary to meet all of the required deadlines.

H02 - Nonproft Tax Issues (TX-2) Doug Snyder, CPA Doug Snyder, CPA Nonprofit organizations are generally tax free. However, there are many limitations to tax-exempt status, and operating an organization outside those limitations can result in taxation. The most common problem areas for nonprofit entities are political activities, unrelated business and disclosures to the public. Attend this session learn more about protecting your clientâ&#x20AC;&#x2122;s non-profit status by understanding key schedules and make adjustments required by 2013 IRS revisions.

H03 - Tech Update 2013 (SK-2) Steven Phelan, CPA K2 Enterprises In 2013, hardware technologies will settle down while the effects of software changes, Windows 8 and Office 2013, will begin to have an impact on organizations of all sizes. This, coupled with trends in the Cloud, security, and other evolving technologies, means the overall pace of change will continue full throttle. Stay up to date on the technologies that will affect busy professionals in 2013 by participating in this fast-paced and highly informative cornerstone session.

H04 - Creating the Best Projections You Can (FI-2) Don Minges, MBA Executive Education All we really know is the past but all that really matters is the future. How can you take the historical knowledge you have about your company, its performance, your competitors, your industry and the economy to help your company plan for the future? In this session, Don Minges will examine current budgeting and forecasting best practices as well as the critical roles of strategic planning and risk management in developing best projections.

He looks at the many uses of projections from cash management to compensation.

Register Now | (888) 557-4814 | www.scacpa.org

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schedule

CLE

CFP

(PENDING)

Thursday, November 14 (con’t) 3:05 – 3:20 p.m.

Vendor Networking Break

3:20 – 5:00 p.m.

Concurrent Sessions

Visit vendors, make new acquaintances or rekindle old ones during this free time between educational sessions. Ensure you visit the vendor expo to win great prizes.

I01 - Private Company Financial Reporting (AC-2) George Beckwith, CPA National Gypsum Company This session will discuss the proposed changes to accounting for goodwill and impairment, derivatives, related party VIEs and will provide an update on activities of the Private Company Council and FASB related to private companies.

I02 - Judicial Highlights (TX-2) Hale Sheppard, Esquire Chamberlain, Hrdlicka, White, Williams & Aughtry Over the past 12 months courts at all levels have issued significant and far-reaching tax decisions on a wide variety of topics. We will cover these many and varied tax decisions during this session.

I03 - Mobile Strategies for Success (SK-2) Steven Phelan, CPA K2 Enterprises Mobility is not the next big thing, it is today's thing! In this session, you will learn about options for successful mobile computing including smartphones, tablets, remote access, and other enabling technologies and which tools are right for specific tasks. You will also learn how mobile applications extend key products, help you to provide better client/ customer service, and enable doing business in innovative ways. Attend this session and learn about the best devices and apps to maximize your team's productivity when away from the office.

I04 - Crowd Funding (FI-2) Don Minges, MBA Executive Education Crowd funding is a fundraising method that usually uses the Internet. Organizations may raise money through donations, pre-selling or by Selling Debt or equity. Finance professionals can learn about this new financing method. Crowd funding is not appropriate for all organizations. Risks, advantages, disadvantages and costs exist.

This session provides a crowd funding overview, discussing key considerations for each crowd funding type.

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South Carolina Association of CPAs | 2013 Annual Summit

summit planner

Use this planner as a guide when registering online or to complete the registration form on page19.

Wednesday, November 13 session time

topic

credit

speaker

7:15 – 10:30 a.m.

Registration and Continental Breakfast

B01

8:30 – 10:10 a.m.

The Future Begins Now

2/Economics

Erica Orange and Jared Weiner

B02

8:30 – 10:10 a.m.

Nexus and Multistate Tax Issues

2/Taxes

Ken Newhouse and Bob Baldwin

B03

8:30 – 10:10 a.m.

Excel Guru’s Toolbox

2/Applications

Steven Phelan

10:10 – 10:25 a.m.

Vendor Networking Break

C01

10:10 a.m. – 12:05 p.m.

Accounting & Auditing Update

2/Acct. & Aud.

Tom Pietras

C02

10:10 a.m. – 12:05 p.m.

Federal and S.C. Tax Credits

2/Taxes

Erik Doerring

C03

10:10 a.m. – 12:05 p.m.

Excel’s PowerPivot & Power View

2/Applications

Steven Phelan

C04

10:10 a.m. – 12:05 p.m.

Integrated Reporting

2/Spec. Know.

Ricky Cronin

12:05 – 1:20 p.m.

Lunch and Entertainment

D01

1:20 – 3:00 p.m.

GASB Update

2/Gov. Acct.

Deborah Beams

D02

1:20 – 3:00 p.m.

Health Care Reform Update - Part 1

2/Taxes & SK

Norman Clarke and Allison Ford

D03

1:20 – 3:00 p.m.

Collaborative Bookkeeping/Cloud Accounting

2/Applications

Steven Phelan

D04

1:20 – 3:00 p.m.

FASB Update

2/Accounting

Jeff Mechanick

3:00 – 3:20 p.m.

Vendor Networking Break

E01

3:20 – 5:00 p.m.

Litigation Against Accountants

2/Admin. Prac.

Jay Matthews

E02

3:20 – 5:00 p.m.

Health Care Reform Update - Part 2

2/Taxes

Norman Clarke and Allison Ford

E03

3:20 – 5:00 p.m.

Dashboard Reporting Tools

2/Applications

Steven Phelan

E04

3:20 – 5:00 p.m.

Financial Reporting Framework for SMEs

2/Accounting

David Morgan

Glen Ward

Wednesday evening, November 13 time

topic

5:00 – 7:30 p.m.

Vendor and Member Reception

5:30 – 6:30 p.m.

New CPA Oath Ceremony

Register Now | (888) 557-4814 | www.scacpa.org

15

summit planner

Use this planner as a guide when registering online or to complete the registration form on page 19.

Thursday, November 14 session time

16

topic

*by invitation only

credit

speaker

6:45 a.m. – 4:30 p.m.

Registration and Continental Breakfast

SFR

7:30 – 8:20 a.m.

Small Firms Roundtable*

1/Admin. Pract.

Bill Balhoff

BIR

7:30 – 8:20 a.m.

Business & Industry Roundtable*

1/Accounting

Amanda Koehler

F01

8:30 – 10:10 a.m.

Top 10 Issues Facing CPA Firms

2/Admin. Pract.

Lisa Simpson

F02

8:30 – 10:10 a.m.

Estate & Gift Tax Update

2/Taxes

Dave Sojourner

F03

8:30 – 10:10 a.m.

Cloud Document Management

2/Applications

Steven Phelan

F04

8:30 – 10:10 a.m.

Profit Improvement: 10 Tips

2/Accounting

Don Minges

10:10 – 10:25 a.m.

Vendor Networking Break

G01

10:25 a.m. – 12:05 p.m.

Importance of Quality Control to Avoid Legal Troubles

2/Admin. Pract.

Fred Crawford/ Anthony Rebello

G02

10:25 a.m. – 12:05 p.m.

Effects of Obama Administration on Employers

2/Personnel

Kris Cato

G03

10:25 a.m. – 12:05 p.m.

The Virtual Office

2/Applications

Steven Phelan

G04

10:25 a.m. – 12:05 p.m.

Effective Change Management

2/Bus. Mgmt.

Don Minges

12:05 – 1:25 p.m.

Student Recognition Luncheon

H01

1:25 – 3:05 p.m.

Health Care Reform Panel

2/Spec. Know.

Mark Riley

H02

1:25 – 3:05 p.m.

Nonprofit Tax Issues

2/Taxes

Doug Snyder

H03

1:25 – 3:05 p.m.

Tech Update 2013

2/Applications

Steven Phelan

H04

1:25 – 3:05 p.m.

Creating the Best Projections You Can

2/Finance

Don Minges

3:05 – 3:20 p.m.

Vendor Networking Break

I01

3:20 – 5:00 p.m.

Private Company Financial Reporting

2/Accounting

George Beckwith

I02

3:20 – 5:00 p.m.

Judicial Highlights

2/Taxes

Hale Sheppard

I03

3:20 – 5:00 p.m.

Mobile Strategies for Success

2/Applications

Steven Phelan

I04

3:20 – 5:00 p.m.

Crowd Funding

2/Finance

Don Minges

Bill Balhoff

South Carolina Association of CPAs | 2013 Annual Summit

thank you

The Annual Summit would not be possible without the efforts of our volunteers. We would like to extend a special “thank you” to everyone on these committees for their time and dedication in creating a superb agenda with top speakers from around the country.

CPE COMMITTEE Gary Austin Eddie Brown Christina Kelly Lelsey Kelly Rebecca Lee Sheila Morgan Ethel Pettigrew David Rosenberg

INFORMATION TECHNOLOGY FORUM Scott Abrams Tim Baker Matthew Nesbett Keith Vincent Don West

BUSINESS & INDUSTRY COMMITTEE Jason Bashaam Robet Capell Susan Cribbs Jeff Fitzharris Ryan Foster Tanya Greenlee Hamilton Howard Amanda Koehler Robert Leichtle Rebecca Richardson Corey Swaim

Taxation Committee Charles Ayers William Barefoot Donna Bordeaux William Byrd Michelle Comeaux James Cudd Todd Dailey Michelle Florine Rick Gregory Brandon Hoffman Eddie Howard Brian Johnson Harold Jones Anthony Masino Ken Newhouse Sara Penn Jay Reitzes James Stewart Caroline Strobel Maurice White Gayle Wentzel

vendor expo

Wednesday, November 13 – Thursday, November 14 The Summit Marketplace The Summit Marketplace features today’s premier industry vendors to help you find solutions to your individual and business needs. Learn how the newest tools, technologies and services for financial professionals empower your business message and amplify your professional capabilities.

Vendor and Member Reception Wednesday, November 13 - 5:00 - 7:30 p.m.

The vendor reception in conjunction with the member reception, gives you the opportunity to meet one-on-one with the Summit’s diverse vendors in a relaxed setting. Find out how vendors can customize their products to fit your needs.

Register Now | (888) 557-4814 | www.scacpa.org

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about this event Dates and Times

Conference Materials

Wednesday, November 13 Registration: 7:15 a.m.

CPE: 8:00 a.m.

Luncheon: 12:05 p.m.

Reception: 5:00 pm Oath Ceremony: 5:30 p.m.

Thursday, November 14 Registration: 6:45 a.m.

Small Firms Roundtable: 7:30 a.m.

Business & Industry Roundtable: 7:30 a.m.

CPE: 8:30 a.m.

Student Luncheon: 12:05 p.m.

Location Hotel Accommodations DoubleTree by Hilton 2100 Bush River Road Columbia, SC 29210 Room Rate: $119

Reservations: 803-731-0300, room block code is CPA or visit www.scacpa.org/summithotel13 Directions: Please log onto our website www.scacpa.org/summit Note: The SCACPA rate is only available through October 13 or until the room block is sold out, whichever occurs first.

Conference materials are available electronically as PDFs only, making them easily available to view on your personal tablet or e-reader. Download the materials in advance and enjoy the convenience of going paperless.

Electronic materials will be available for download from the SCACPA website approximately three days before the conference. Visit www. scacpa.org/ematerials to learn how to download, navigate and annotate your eMaterials.

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 four business days before the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee. Refunds, substitutions, transfers and cancellations are not accepted after eMaterials are uploaded to website. Complete registration policy can be viewed online at www.scacpa.org/ cpepolicies.

Continuing Education

CPE Credits: 16 hours Fields of Study: Accounting – 9, Administrative Practice – 7, Auditing – 8, Business Management – 2, Economics – 2, Finance – 4, Personnel/HR – 2, Specialized Knowledge & Applications – 17, Taxes – 13 CLE Credits: Pending CFP Credits: Pending Method of Presentation: Lecture Level: All Professional education credits are allocated based on sessions attended.

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Dietary and ADA Requests

Continental breakfast, refreshments and lunch are provided both days.

Please note dietary restrictions on the registration form or contact the CPE Team immediately.

If you have an American Disabilities Act request, please note on the registration form or contact the CPE Team immediately.

Event Attire

Most conference attendees wear business or business casual clothing.

Since room temperatures can vary, dressing in layers is strongly recommended.

Fees

SCACPA Member Early Bird $335 (expires 10/23/13) Members (after 10/23/13) $360 Other State CPA Society Member $360 Non-member $560 Multiple Registration Discount: Register five or more people from the same firm and receive a $15 discount per person.

Registrations and payment must be received together.

Cancellation and Refund Policy

Substitutions, transfers and cancellations will not be accepted by phone. These items must be in writing and e-mailed to cpe@scacpa.org, faxed to (803) 791-4196, or mailed to SCACPA, 570 Chris Drive, West Columbia, SC 29169, before the event date. You will receive confirmation of your request via email, fax or phone within one day. If you do not, it is your responsibility to verify the office received the request. Any balance after a transfer or cancellation may be applied to another program or refunded. Complete registration policy can be viewed online at www.scacpa. org/cpepolicies.

Contact Information

SCACPA CPE Team members are available Monday-Friday, 8:30 a.m. – 5:00 p.m. at (888) 557-4814, ext. 110 and 112, or cpe@scacpa.org.

GET CONNECTED

Get Social with SCACPA on Facebook, Twitter, LinkedIn

WWW.SC ACPA.ORG/SOCIALMEDIA

#CPASummit2013 Photo Disclaimer: Photographs may be taken at SCACPA events and used in association marketing.

Full policy is available at www.scacpa.org/photouse.

South Carolina Association of CPAs | 2013 Annual Summit

summit registration (411013) Online: www.scacpa.org/summit13

Fax: (803) 791-4196 Credit card payments only

NAME

Mail: SCACPA, 570 Chris Dr., West Cola., SC 29169

SCACPA or OTHER STATE CPA SOCIETY NO.

FIRM/COMPANY ADDRESS CITY

STATE

ZIP

BUSINESS PHONE

HOME PHONE

o Primary o Secondary

BUSINESS FAX

BUSINESS PHONE

EMAIL

Session Selections

Please select the sessions you will attend. You must submit this information to receive appropriate CPE credit. Please only select one choice in each group.

Day One: Wednesday, November 13

* By invitation only events

q C01. A&A Update q C02. Small Business Tax Credits q C03. Excel’s PowerPivot & Power View q C04. Integrated Reporting

q E01. Litigation Against Accountants q E02. Health Care Reform Update - Part 2 q E03. Dashboard Reporting q E04. Financial Reporting

q Vegetarian q Food Allergy q Other Please Specify:

Optional Selections

Day Two: Thursday, November 14

q F01. Top 10 Issues Facing Firms q F02. Estate & Gift Tax Update q F03. Cloud Document Management

Special Dietary Needs

q D01. GASB Update q D02. Health Care Reform Update - Part 1 q D03. Collaborative Bookkeeping q D04. FASB Update

q B01. The Future Begins Now q B02. Nexus and Multistate Tax Issues q B03. Excel Guru’s Toolbox

q SFR. Small Firms Roundtable* q BIR. B&I Roundtable*

o Primary o Secondary

q F04. Profit Improvement:10 Tips q G01. Importance of Quality Control q G02. Effects of Obama Administration q G03. The Virtual Office q G04. Effective Change Management q H01. Health Care Reform Panel

q H02. Nonprofit Tax Issues q H03. Tech Update 2013 q H04. Creating Projections

o Participant List Opt Out: A participant list will be available to registrants and exhibitors attending the event. Please check this option to opt out of the listing.

q I01. Private Company Reporting q I02. Judicial Highlights q I03. Mobile Strategies

Guests Registration

Registration Information

Payment Information

Wednesday, November 13 q Summit Lunch Guest(s): $35 pp

No. Guest(s) ____

o Reception Guest(s): $20 pp

No. Guest(s)____

q SCACPA Member Member No._________________________ o $335 (by Oct. 23, 2013) o $360 (after Oct. 23, 2013)

Method o Check (Make payable to SCACPA)

o Visa o MC o Discover o American Exp.

Type o Personal o Firm/Company

No. Guest(s) ____

q Other State CPA Society Member - $360 Member No._________________________

Account#

q Non-members - $560

Exp. Date

q Multiple Registrations -$15 (Register five or more people from the same firm and receive a $15 discount per person. Registrations and payment must be received together.)

Name on Card

Select all that apply. Additional payment noted if required.

Thursday, November 14 o Student Lunch Guest(s): $30 pp, Guest Name(s)

CCV

Signature

Register Now | (888) 557-4814 | www.scacpa.org

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South Carolina

CPA

South Carolina Association of CPAs 570 Chris Drive West Columbia, SC 29169 www.scacpa.org/summit

FIRST CLASS US POSTAGE PAID PERMIT NO. 1146 Columbia, SC

2013 Annual Summit | Nov. 13-14 | DoubleTree by Hilton, Columbia

CPE By Design Cr e ate . L e a r n . E x c el .