2012 B&I Conference

FINE TUNE YOUR KNOWLEDGE An Expanded Learning Experience

CPAs In Business & Industry Conference NEW DATE! MAY 21-22, 2012 Columbia Metropolitan Convention Center Columbia, South Carolina

FINE TUNE YOUR KNOWLEDGE

CPAs in Business & Industry Conference Businesses are changing rapidly in these turbulent times. With this everevolving marketplace comes new demands, regulatory and legislative changes and performance issues. The 2012 CPAs in Business and Industry Conference provides the solutions you need to enhance your job performance and advance your business.

a Hear the latest on the economic outlook a Learn about Assertive Communication Power that Gets Results a Discover How to Open Doors to Buy-In During Trying Budgetary

Times

a Leverage the newest global designation designed specifically for

you - the Chartered Global Management Accountant

a Increase productivity with advanced Microsoft tips and tricks Plus, fine tune your knowledge on HR benefits, health care, tax, technology, IFRS and much, much more.

Register today and earn up to 19 CPE credits while acquiring the skills you need to take your career to a new level.

A special thanks to our sponsor:

Conference Exhibitors: • Blytheco • TD Bank • Robert Half International

Agenda At-A-Glance Scan this QR code with your smart phone. It will take you to the SCACPA website for more information.

Monday

May 21, 2012

7:30 – 8:30 a.m.

Registration and Continental Breakfast

8:00 – 8:50 a.m.

Bonus CPE Sessions

9:00 – 10:40 a.m.

CPE General Session

10:40 – 10:55 a.m.

Networking Break with Exhibitors and Attendees

10:55 a.m. – 12:35 p.m.

CPE General Session

12:35 – 1:25 p.m.

Lunch and Networking

1:25 – 3:05 p.m.

CPE Concurrent Sessions

3:05 – 3:20 p.m.

Networking Break with Exhibitors and Attendees

3:20 – 5:00 p.m.

CPE Concurrent Sessions

5:00 – 5:10 p.m.

Session Change Break

5:10 - 6:00 p.m.

Bonus CPE Session

Tuesday May 22, 2012 7:00 – 8:30 a.m.

Registration and Continental Breakfast

7:30 – 8:20 a.m.

Bonus CPE Session

8:30 – 9:20 a.m.

CPE Concurrent Sessions

9:20 – 9:30 a.m.

Session Change Break

9:30 – 10:20 a.m.

CPE Concurrent Sessions

10:20 – 10:35 a.m.

Networking Break with Exhibitors and Attendees

10:35 a.m. – 12:15 p.m.

CPE Concurrent Sessions

12:15 – 1:05 p.m.

Lunch and Networking

1:05 – 2:45 p.m.

CPE General Session

2:45 – 3:00 p.m.

Networking Break with Exhibitors and Attendees

3:00 – 4:40 p.m.

CPE General Session

Monday, May 21 7:45 – 9:00 a.m.

Registration and Continental Breakfast 8:00 – 8:50 a.m.

(A01) Professional Issues Update – Paul Parks, CPA – 1 credit, personal development 9:00 – 10:40 a.m.

(B01) Economic Outlook – Dr. Bruce Yandle, PhD, Dean Emeritus & Tim Quinlan, Moderator: Cheryl Lang, CPA – 2 credits, economics 10:40 – 10:55 a.m.

Networking Break with Exhibitors and Attendees 10:55 a.m. - 12:35 p.m.

(C01) HR Benefits Update – Michael Brittingham, CPA, JD, & Sue Guitar Odom, JD – 2 credits, personnel/HR 12:35 – 1:25 p.m.

Lunch and Networking 1:25 – 3:05 p.m.

CONCURRENT SESSIONS (D01) Treasury Management Panel – Catherine Cantey, Dori Lukanic, Elizabeth Levister, Moderators: Amanda Koehler, CPA & Ryan Foster, CPA, – 2 credits, management advisory services (D02) Assertive Communication Power that Gets Results – Sheri Callahan, M.A. – 2 credits, communications

3:05 – 3:20 p.m.

Networking Break with Exhibitors and Attendees 3:20 – 5:00 p.m.

CONCURRENT SESSIONS (E01) Advanced Microsoft Office 2010 – Excel Tips and Tricks, Outlook, and PowerPoint – Ralph Collum – 2 credits, specialized knowledge and applications (E02) Opening the Doors to “Buy-In” During Trying Budgetary Times - Sheri Callahan, M.A. – 2 credits, communications

5:00 – 5:10 p.m.

Session Change Break 5:10 – 6:00 p.m.

(F01) Qualified Plan Trends for CPA’s (Sponsored by American Pensions) – Ed Proulx, AIFA, APR, QPF & Sandy Sanders, III, CPA, AIFA, QKA – 1 credit, management advisory services

Tuesday, May 22 7:00 – 8:30 a.m.

Registration and Continental Breakfast 7:30 – 8:20 a.m.

(G01) Round Table Discussion - Amanda Koehler, CPA & Ryan Foster, CPA – 1credit, business management and organization 8:30 – 9:20 a.m.

CONCURRENT SESSIONS (H01) FRS Conversion: Practical Application – Scott Feely, –1 credit, accounting (H02) Internal Control Applications – Richard Livingston, CPA, CFF, CFE, CVA – 1 credit, auditing

9:20 – 9: 30 a.m.

Session Change Break 9:30 – 10:20 a.m.

CONCURRENT SESSIONS (I01) Tax Incentives – Daniel Young – 1 credit, tax (I02) An Update on the Property & Casualty Insurance Market – Drew Evans, EVP – 1 credit, management advisory services

10:20 – 10:35 a.m.

Networking Break with Exhibitors and Attendees

10:35 a.m. – 12:15 p.m.

(J01) SC and Federal Tax Update – Nancy Drummond, CPA – 2 credits, tax 12:15 – 1:05 p.m.

Lunch and Networking 1:05 – 2:45 p.m.

(K01) Health Care Update: Politics & Application Panel – James D’Alessio, Eric Wells, Chip Wildman (Moderator: Mark Riley) – 2 credits, specialized knowledge & applications 2:45 – 3:00 p.m.

Networking Break with Exhibitors and Attendees 3:00 – 4:40 p.m.

(L01) Technology Update – Don West, CPA, CISA, CISSP – 2 credits, specialized knowledge and applications

About This Event Location Information

Columbia Metropolitan Convention Center 1101 Lincoln Street, Columbia, SC 29201 (803) 545-0001

Continuing Education Event Code: 415012

CPE Credit: 19 hours

Parking is complimentary in the convention center lot adjacent the building. Overflow parking is $10 across the street in the city parking garage.

Fields of Study: Varies See conference schedule for fields of study. Based on session attendance attendees can earn up to 10 hours day one and 9 hours day two.

Hotel Accommodations

Presentation Method: Lecture

Hilton City Center 924 Senate Street, Columbia, SC 29201 (803) 744-7806 Group Code:119, expires 04/20/2012 Parking: Self $12 per night; Valet $22 per night

Directions

Log onto our website, www.scacpa.org/conferences for directions.

Things You Need to Know

Program Details: Log onto www.scacpa.org/mega for complete program details including session descriptions, speaker biographies, and secure online registration.

Confirmation: A confirmation will be sent via email 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. Registrants receiving ematerials are not eligible for a transfer or cancellation once ematerials are posted online.

Complete registration policy can be viewed online at www.scacpa.org/cpepolicies.

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.

Level: All

Firm Discounts Available

Register five or more people from the same company at the same time and receive a $15 discount per registrant.

Get Connected

Get Social with SCACPA on Facebook, Twitter, LinkedIn and Wordpress!

WWW.SC ACPA.ORG/SOCIALMEDIA

#indconf12

Conference Materials

Conference materials are available electronically as PDFs only, making them easily available to view on your personal tablet or eReader. 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.

Ways to Register

Registration

Online www.scacpa.org/conference Mail SCACPA, 570 Chris Drive, West Columbia, SC 29169 Fax (803)791-4196, credit and Choice Card only

Business and Industry Conference Registration Fee

Concurrent Session Selection

r SCACPA or Other State CPA Society Member o $330 (by 04/30/12) o $355 (after 04/30/12) o $400 Choice Card

Monday, May 21 r (A01) Bonus CPE Session: PIU r (D01) Treasury or r (D02) Assertive Comm. r (E01) Microsoft Office or r (E02) Budget Buy-In

r Non-Member o$455

r (F01) Bonus CPE Session: Qualified Plan Trends

r Electronic Materials are provided for this event. eMaterials will be uploaded approximately 3 days before the event. Once materials are uploaded refunds or transfers are no longer acceptable. Materials are for the individual use of the registrant only and should not be shared. As a condition of your registration you accept the terms and conditions of the eMaterials. For download instructions visit www.scacpa.org/eMaterials.

Tuesday, May 22 r (G01) Bonus CPE Session: Round Tables r (H01) IFRS or r (H02) Internal Controls r (I01) Tax Incentives or r(I02) Insurance Update

Please select one from the following options.

Please select one from each group.

r Participant List: A list will be provided to registrants attending the event upon request.

Check this box to opt out of the listing.

Contact Information Please print

Member #

Name

oSCACPA oOther State Society

oSCANPO

Firm/Organization Address

City/State/Zip

Daytime phone

Home phone

Mobile phone

Email

m If you are disabled and require special services check here, and contact SCACPA at (888) 557-4814

ext. 110 or 112 to request assistance. m If you have a special dietary request check here. oVegetarian oFood Allergy oOther____________

Payment Information Amount Due: Please indicate method of payment.

Credit Card # q Check: I have enclosed a check payable to SCACPA q Visa q MasterCard q American Express Exp. Date q Discover q Choice Card (Enter coupon numbers below) 1)

2)

3)

4)

CCV (3-4 Digits)

q Firm Card q Personal Card

Name on Credit Card/Choice Card Signature

Date

South Carolina

CPA

South Carolina Association of CPAs

570 Chris Drive • West Columbia, SC 29169 (888) 557-4814, Toll free in SC • (803) 791-4181 www.scacpa.org

PRSRT STD US POSTAGE PAID PERMIT NO. 1146 Columbia, SC

FINE TUNE YOUR KNOWLEDGE CPAs in Business & Industry Conference

Register TODAY !