CPE Schedule April 2013 – January 2014
LEARN
South Carolina
CPAwww.scacpa.org/CPE
Continuing Professional Education
CPE By Design Cr e ate . Le a r n. Ex cel.
INDIVIDUAL CPE PLAN:
CPE By Design Cre ate. Learn. Excel.
CPE Policies and Important Information: REGISTRATION INFORMATION: Registration is on a firstcome, first-served basis. The registration fee for an 8 hour event includes cost of eMaterials, instruction, lunch and breaks. Broadcast seminar fees do not include meals. All registrations must be accompanied by full payment, or government voucher before a seat is reserved in the course. SCACPA does not invoice for the course registration fee. Payment may be in the form of a personal or company check, or charged to an American Express, Discover, MasterCard or VISA. REGISTRATION MODIFICATION: Substitutions, transfers and cancellations will not be accepted by phone. These items must be in writing and emailed 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. Refunds, substitutions, transfers and cancellations are not accepted after eMaterials are uploaded to the website. Complete registration policy can be viewed online at www.scacpa.org/cpepolicies. Please visit our website for a complete list of all programs and additional details at www.scacpa.org/CPE. DIRECTIONS: Please logon to our website, www.scacpa. org/register for directions.
CONFIRMATION: A confirmation is sent to each registered participant. The confirmation is computer generated and mailed or emailed after payment is received and processed. If you do not receive a confirmation within 3-5 business days after registering, please contact the SCACPA office to confirm your registration. If you register late, you may not receive a confirmation before the course. SPECIAL REQUESTS: If you have a specific need while attending a class at SCACPA or off-site, we will do our best to accommodate you. Please notify us of your need at the time of registration or at least two weeks prior to course date. You may find it necessary to bring a light jacket or sweater to programs. Room temperatures vary and we want you to be as comfortable as possible to get the most out of your training experience. EVENT DETAILS: Log onto www.scacpa.org/register for complete event details including descriptions, speaker biographies and secure online registration. EMATERIALS: Beginning April 1, 2013, unless otherwise noted, materials for all courses and conferences will be provided electronically3 business days prior to the program date. The option to purchase printed materials is available on most courses (excluding broadcasts, conferences, webinars/webcasts). Fee for hardcopy books are as follows: less than 6 hours, $15, 6-8 hours, $25 and greater than 8 hours, $35. For complete details on eMaterials visit www.scacpa. org/ematerials.
SEMINAR & CONFERENCE TIMES AM Seminars: 8:30 a.m. – 12 p.m. (registration - 8:00 a.m., includes continental breakfast ) PM Seminars: 12:30 a.m. – 4:00 p.m. (registration - 12 p.m., includes boxed lunch) 8 Hour Seminars at SCACPA Learning Center: 8:30 a.m. – 4 p.m. (registration - 8 a.m., includes meals) 8 Hour Seminars Offsite: 8:30 a.m. – 4:30 p.m. (registration - 8:00 a.m., includes meals) Vacation Clusters: 8 a.m. – 4 p.m. (registration - 7:30 a.m., includes meals) Broadcast Seminar: 10 a.m. – 6 p.m. (registration - 9:30 a.m., meals are not included) Visit www.scacpa.org/register for conference, PIU and CPE Frenzy times. FEE DESCRIPTIONS Early Bird: SCACPA members who register with payment at least three weeks before the event. Members: SCACPA members who register with payment less than three weeks before the event. If you are a CPA living outside of South Carolina and are a member of another state CPA society, you can take advantage of the member fee. Non-Members: Anyone that is not a member of the SCACPA or any other state CPA society must pay the nonmember rate.
CPE When and Where You Want It!
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BROADCAST (Formerly Satellite) - Each full-day broadcast is delivered to public sites by broadband Internet technology. Each site is a classroom setting where groups of professionals from the same area come together to participate in a course. Prior to the course, participants will be provided the course manual electronically. The program will be presented on one or more large screens or monitors. CUSTOMIZED ONSITE TRAINING – This is a highly cost-effective solution for training needs. Programs are high-quality training designed for you when and where you want it. SELF-STUDY (Includes On-Demand) – Through our partnerships, SCACPA offers hundreds of programs online that are available ondemand. Programs are QAS approved. SEMINARS – Programs are offered across the state in two to eight hour formats to meet your needs and provide an opportunity to connect with other professionals. WEBCASTS – Broadcasting over the Internet, webcasting technologies use streaming media technologies to broadcast audio and video or audio only with PowerPoint slides (optional) to a large audience. Live webcasts allow questions to be emailed or faxed to the presenter. WEBINARS – Through collaborative interaction over the Internet, web conferencing allows a presenter to show an audience what is on his/her computer screen and collaborate in a number of ways.
APRIL 2013 April 22: Chief Financial Officer:
Executive Level Skills for Financial Managers (90913) Area: Behavioral Ethics/Bus. Mgmt. and Org./ Acccounting/Computer Science Credits: 2/2/2/2 Level: Intermediate Leader: Diane White Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Notes: eMaterials & hard copy provided April 23: Financial Reporting: Turn Information into Action! (91013) Area: Accounting Credits: 8 Level: Intermediate Leader: Diane White Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Notes: eMaterials & hard copy provided
April 25: Mega Conference (benefit plans, government, nonprofits) (414513) Area: Various Credits: 9 Level: ALL Leader: Various Location: Marriott Columbia - Columbia Fees: EB$210, M$235, NM$335 Notes: Complimentary Self Parking; eMaterials Only; Session registration required - visit www.scacpa.org/mega April 26: Loscalzo's Compilation and Review Essentials - Rules for Local Practitioners (91113) Area: Auditing Credits: 8 Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340
LEGEND = Bring Calculator
= CLE = Yellow Book
= Broadcast (Satellite)
= CFP
= Webcast/Webinars
= Ethics
= Hard Copy Available for a Fee
MAY 2013 May 1: CPA Day at the State House (LD050113) Area: Personal Developement Credits: 2.5 Level: Update Leader: Various Location: Columbia Metropolitan Convention Center - Columbia Fees: M $50, NM $100 Note: eMaterials only May 9: Trust Accounting: The Role of CPAs and Attorneys (90113AM) Area: Specialized Knowledge & Applications Credits: 4 Level: Advanced Leader: Mara Ballard Location:SCACPA - West Columbia Fees: EB$155, M$170, NM$220 Notes: CPAs that complete this training will be recognized on the SC Bar website. May 15: NEW! Estate Planning for 2013 and Beyond! (91213) Area: Taxes Credits: 8 Level: Intermediate Leader: Arthur Werner Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340
May 15: Health Care Industry Accounting & Regulatory Update (90713SW) Area: Specialized Knowledge & Applications Credits: 8 Level: Intermediate Leader: Various Locations: College of Charleston Charleston; Buck Mickel Center - Greenville; SCACPA - West Columbia Fees: EB$170, M$195, NM$295 Notes: meals not provided; eMaterials Only May 16-17: CPAs in Business & Industry Conference (415013) Area: Various Credits: 18 Level: All Leader: Various Location: Marriott Columbia - Columbia Fees: EB$330, M$355, NM$555 Notes: Complimentary Self Parking; eMaterials Only. Session registration required - visit www.scacpa.org/B&I. May 16: Financial Planning Concepts and Techniques - Beyond the Basics (91313) Area: Taxes Credits: 8 Level: Intermediate Leader: Arthur Werner Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340
May 20: Excel 2013 for CPAs Presenting CPAs’ Favorite Tips, Tricks & Vital Features (91413) Area: Accounting/Spec. Knowledge & Apps Credits: 4/4 Level: Advanced Leader: Carlton Collins Location: SCACPA - West Columbia Fees: EB$230, M$255, NM$355 Notes: eMaterials provided; Hard copy optional (no additional fee) May 21: QuickBooks 2013 for CPAs – Focus on Intermediate & Advanced Features & Functions (91513) Area: Accounting/Spec. Knowledge & Apps Credits: 4/4 Level: Intermediate Leader: Carlton Collins Location: SCACPA - West Columbia Fees: EB$230, M$255, NM$355 Notes: eMaterials provided; Hard copy optional (no additional fee) May 23: NEW! Loscalzo's Not-for-Profit and Governmental Update (91613) Area: Governmental Accounting Credits: 8 Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340
May 24: Loscalzo's Not-for-Profit Auditing Made Easy (91713) Area: Auditing Credits: 8 Level: Basic Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340
June 6: Outlook Tips, Tricks & Techniques for Managing Your E-mail, Calendar and Contacts (91913PM) Area: Computer Science Credits: 4 Level: Intermediate Leader: Bryan Smith Location: SCACPA - West Columbia May 28: Loscalzo's Audits of Defined Fees: EB$130, M$145, NM$195 Contribution Pension Plans (Emphasiz- Notes: iPad Based Seminar; eMaterials Only ing 401k Plans) (91813) Area: Accounting/Auditing June 7: Excel - Everything You Want to Credits: 4/4 Level: Basic Know About Using Excel Pivot Tables Leader: Rebecca Lee (92013AM) Location: SCACPA - West Columbia Area: Computer Science Fees: EB$215, M$240, NM$340 Credits: 4 Level: Intermediate Leader: Bryan Smith Location: SCACPA - West Columbia Fees: EB$130, M$145, NM$195 Notes: iPad Based Seminar; eMaterials Only June 6: 10 Steps to a Digital Office in
JUNE 2013
the Cloud (91913AM) Area: Computer Science Credits: 4 Level: Overview Leader: Bryan Smith Location: SCACPA - West Columbia Fees: EB$130, M$145, NM$195 Notes: iPad Based Seminar; eMaterials Only
June 7: NEW! Taking Excel to the Next Level for Experienced Users (92013PM) Area: Computer Science Credits: 4 Level: Intermediate Leader: Bryan Smith Location: SCACPA - West Columbia Fees: EB$130, M$145, NM$195 Notes: iPad Based Seminar; eMaterials Only
June 11: Get Ready for Peer Review (99713A) Area: Auditing Credits: 8 Level: Intermediate Leader: Bruce Shepard Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discounts: AICPA members $-30. June 12: NEW! Understanding the Clarified Auditing Standards - The Changes You Need to Know (99813A) Area: Auditing Credits: 8 Level: Intermediate Leader: Bruce Shepard Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discounts: AICPA members $-30. June 24: Professional Ethics for South Carolina CPAs (92213) Area: Regulatory Ethics Credits: 6 Level: Intermediate Leader: Rebecca Lee Location: SC Bar Conference Center Columbia Fees: EB$170, M$190, NM$265 Notes: Lunch provided.
June 25: NEW! Loscalzo's 2013 FASB and AICPA Update (92313) Area: Accounting/Auditing Credits: 5/3 Level: Update Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 June 26: Not-for-Profit Accounting, Auditing and Tax Update (92413SW) Area: Spec. Knowledge & Applications Credits: 8 Level: Update Leader: Various Location: College of Charleston - Charleston; Buck Mickel Center - Greenville; SCACPA West Columbia Fees: EB$170, M$195, NM$295 Notes: eMaterials only; meals not provided
JULY 2013 GRAND STRAND CLUSTER July 15-17 • Myrtle Beach Location: Marina Inn at Grande Dunes Fees (per seminar): EB$285, M$325, NM$425 Room Rate: $182 (exp. 06/23) Call 877-913-1333 for reservations. Parking: Complimentary valet for overnight guests & complimentary self parking for local attendees. July 15: NEW! Loscalzo's 2013 FASB and AICPA Update (92513) Area: Accounting/Auditing Credits: 5/3 Level: Update Leader: Rebecca Lee July 15: Fiduciary Income Tax Returns Form 1041 Workshop (92613) Area: Taxes Credits: 8 Level: Intermediate Leader: William Grooms
July 16: Loscalzo's Deceptive Revenue Recognition and Other Accounting Techniques - Recognizing the Warning Signs (92713) Area: Accounting Credits: 8 Level: Basic Leader: Rebecca Lee July 16: The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2013 (92813) Area: Taxes Credits: 8 Level: Intermediate Leader: Charles C. Owen July 17: Loscalzo’s Special Purpose Frameworks and Other Alternatives to GAAP (Formerly OCBOA) (92913) Area: Accounting Credits: 8 Level: Basic Leader: Rebecca Lee
July 23: Comprehensive FASB Standards (92113A) Area: Accounting Credits: 16 Level: Intermediate Leader: Richard Townsend Location: SCACPA - West Columbia Fees: EB$335, M$360, NM$560 Discount: AICPA Members $-60. July 24: Governmental Accounting and Auditing Update (93113SW) Area: Governmental Accounting & Auditing Credits: 4/4 Level: Intermediate Leader: Frank Crawford Location: College of Charleston Charleston; Buck Mickel Center - Greenville; SCACPA - West Columbia Fees: EB$170, M$195, NM$295 Notes: eMaterials Only; Meals NOT provided
July 30: Estate Planning Essentials Providing Tax Relief for Your Clients' July 17: Surgent McCoy's Multistate Tax Estates (93213A) Update (93013) Area: Taxes Area: Taxes Credits: 8 Level: Basic Credits: 8 Level: Update Leader: Carla Gordon Leader: Charles C. Owen Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount: AICPA Member $-30
July 31: NEW! Social Security and Medicare - Advanced Analysis of the Tactics, Taxes, and the Truth (93313AM) Area: Taxes Credits: 4 Level: Advanced Leader: Carla Gordon Location: SCACPA - West Columbia Fees: EB$130, M$145, NM$195 July 31: NEW! Tax Challenges for Older Americans - Helping Advise Your Clients with These Challenges (93313PM) Area: Taxes Credits: 4 Level: Advanced Leader: Carla Gordon Location: SCACPA - West Columbia Fees: EB$130, M$145, NM$195
AUGUST 2013 COASTAL CLUSTER Aug. 12-14 • Charleston Location: Francis Marion Hotel Fees (per seminar): EB$285, M$325, NM$425 Room Rate: $114 (exp. 07/19) Call 877-756-2121 for reservations. Parking: $19 per day valet or $14 per day for self parking (cash only) Aug. 12: NEW! Forensic Accounting: A Comprehensive Guide to Conducting Financial Fraud Investigations (93513) Area: Auditing Credits: 8 Level: Intermediate Leader: Glenn Helms Aug.12: Surgent McCoy's 2013 Annual Tax Planning Guide for S Corporations, Partnerships, and LLCs (93413) Area: Taxes Credits: 8 Level: Intermediate Leader: Edward Harter
CPE By Design Cr e ate . Le arn. Ex c el.
Aug.13: NEW! Exploring the Updated Internal Control Framework: Critical Concepts in Design, Evaluation, Implementation and Monitoring (93713) Area: Auditing Credits: 8 Level: Intermediate Leader: Glenn Helms Aug. 13: The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them (93613) Area: Taxes Credits: 8 Level: Intermediate Leader: Edward Harter Aug.14: Occupational Fraud: The Top 50 Tips on How to Prevent Executives, Managers and Employees from Stealing and Not Getting Caught (93913) Area: Auditing Credits: 8 Level: Intermediate Leader: Glenn Helms
Aug. 19: Professional Issues Update and Professional Conduct for South Carolina CPAs (CA90013C) Area: PD/Regulatory Ethics Credits: 2/6 Level: All Leader: Erin H. Pate and J. Russell Madray Location: Baxter Hood Center - Rock Hill Fees: Visit www.scacpa.org Notes: eMaterials provided Aug. 21: Excel Based Dashboards (94013) Area: Spec. Knowledge & Apps./Accounting Credits: 4/4 Level: Advanced Leader: Tommy Stephens Location: SCACPA - West Columbia Fees: EB$230, M$255, NM$355
Aug. 22-23: Emerging Leaders Conference (417113) Area: Various Credits: 16 Level: All Leader: Various Aug.14: Social Security, Medicare, and Location: Marriott - Columbia Prescription Drug Retirement Benefits: Fees: EB$280, M$305, NM$505 What Every Baby Boomer Needs to Notes: eMaterials only; Session registration Know Now (93813) required - visit www.scacpa.org. RegistraArea: Taxes tion opens 05/22. Credits: 8 Level: Basic Leader: Edward Harter
Aug. 22: Cloud Computing (94113) Area: Spec. Knowledge & Apps/Accounting Credits: 6/2 Level: Intermediate Leader: Tommy Stephens Location:SCACPA - West Columbia Fees: EB$230, M$255, NM$355 Aug. 26: Professional Issues Update and Professional Conduct for South Carolina CPAs (PE90013) Area: Personal Dev./Regulatory Ethics Credits:2/2 Level: All Leader: Erin H. Pate and J. Russell Madray Location: Southeastern Institute of Manufacturing & Technology- Florence Fees: Visit www.scacpa.org Notes: eMaterials provided
Aug. 27: NEW! Internal Control: Understanding, Designing, and Evaluating Internal Controls (91013A) Area: Accounting Credits: 8 Level: Intermediate Leader: Robert Minniti Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount: AICPA Members $-30
Aug. 26: NEW! Identity Theft: Preventing, Detecting and Investigating Identify Theft (90913A)
Aug. 27: Professional Issues Update and Professional Conduct for South Carolina CPAs (GR90013C) Area: Personal Dev./Regulatory Ethics Credits:2-6 Level: All Leader: Erin H. Pate and J. Russell Madray Location: Horry Georgetown Technical College - Myrtle Beach Fees: Visit www.scacpa.org Notes: eMaterials provided
Area: Accounting Credits: 8 Level: Intermediate Leader: Robert Minniti Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount: AICPA Members $-30 **A laptop computer, tablet, iPad, smart phone, or other means of connecting to the Internet is required during this course.
Aug. 28: Government Auditing Standards - 2011 Revised Yellow Book (99913A) Area: Governmental Auditing Credits: 8 Level: Basic Leader: Dan Bradley Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount: AICPA Members $-30
Aug. 28: Compilation & Review Update (94213SW) Area: Accounting Credits: 8 Level: Update Leader: Various Location: College of Charleston Charleston; Buck Mickel Center - Greenville; SCACPA - West Columbia Fees: EB$170, M$195, NM$295 Notes: eMaterials Only; Meals NOT provided August 29: Get Ready for Peer Review (91113A) Area: Auditing Credits: 8 Level: Intermediate Leader: Dan Bradley Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount: AICPA Members $-30
SEPTEMBER 2013
Sept. 11: Accounting and Auditing Update (94313SW) Area: Acc’ting/Auditing/Regulatory Ethics Credits: 3/3/2 Level: Update Leader: Various Location: College of Charleston Charleston; Buck Mickel Center - Greenville; SCACPA - West Columbia Fees: EB$170, M$195, NM$295 Notes: eMaterials Only; Meals NOT provided Sept. 16: FASB Industry Review: Targeting Recent GAAP Issues (94413A) Area: Accounting Credits: 8 Level: Advanced Leader: Bruce Shepard Location: Embassy Suites - Greenville Fees: EB$215, M$240, NM$340 Discount: AICPA Members $-30 Sept. 16: NEW! Current Developments and Best Practices for Today's CFOs and Controllers (94513) Area: Finance Credits: 8 Level: Update Leader: Arthur Pulis Location: Embassy Suites - Greenville Fees: EB$215, M$240, NM$340
Sept. 17: Exploring Internal Control Deficiencies - Identifying, Evaluating, and Communicating with Management (94613A) Area: Auditing Credits: 8 Level: Intermediate Leader: Bruce Shepard Location: Embassy Suites - Greenville Fees: EB$215, M$240, NM$340 Discount: AICPA Member $-30 Sept. 17: NEW! CFO/Controller's Roadmap to Organization Success with Integrated Planning, Budgeting and Forecasting (94713) Area: Finance Credits: 8 Level: Intermediate Leader: Arthur Pulis Location: Embassy Suites - Greenville Fees: EB$215, M$240, NM$340 Sept. 18: OCBOA Financial Statements Preparation and Reporting (94813A) Area: Accounting Credits: 8 Level: Basic Leader: Bruce Shepard Location: Embassy Suites - Greenville Fees: EB$215, M$240, NM$340 Discount: AICPA Member $-30
Sept. 18: NEW! From Hiring to Firing and Everything in Between: Legal, Tax and Health Care Issues (94913) Area: Business Law/Taxes Credits: 6/2 Level: Basic Leader: Martin Satinsky Location: Embassy Suites - Greenville Fees: EB$215, M$240, NM$340 Sept. 23: NEW! FRF-SME: Financial Reporting Framework for Small and Medium Sized Entities (95013A) Area: Accounting Credits: 8 Level: Intermediate Leader: Jim Myers Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount: AICPA Member $-30 Sept. 23: Professional Issues Update and Professional Conduct for South Carolina CPAs (PI90013C) Area: Personal Dev./Regulatory Ethics Credits: 2/4 Level: All Leader: Erin H. Pate and J. Russell Madray Location: Anderson Fees: Visit www.scacpa.org Notes: eMaterials provided
Sept. 24: Audit Workpapers: Documenting Fieldwork (95113AM) Area: Auditing Credits: 4 Level: Basic Leader: Jim Myers Location: SCACPA - West Columbia Fees: EB$130, M$145, NM$195 Sept. 24: Audit Workpapers: Reviewing Fieldwork Documentation (95113PM) Area: Auditing Credits: 4 Level: Basic Leader: Jim Myers Location:SCACPA - West Columbia Fees: EB$130, M$145, NM$195 Sept. 24: Professional Issues Update and Professional Conduct for South Carolina CPAs (PI90013) Area: Personal Dev./Regulatory Ethics Credits: 2/2 Level: All Leader: Erin H. Pate and J. Russell Madray Location: TBD - Greenville Fees: TBD Notes: eMaterials provided
Sept. 25: Performing an Engagement Review (95213A) Area: Auditing Credits: 8 Level: Basic Leader: Chris Rouse Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount: AICPA Member $-30 Sept. 25: Professional Issues Update and Professional Conduct for South Carolina CPAs (FO90013) Area: Personal Dev./Regulatory Ethics Credits: 2/2 Level: All Leader: Erin H. Pate and J. Russell Madray Location: Spartanburg Fees: Visit www.scacpa.org Notes: eMaterials provided Sept. 26: NEW! Understanding the Clarified Auditing Standards - The Changes You Need to Know (95313A) Area: Auditing Credits: 8 Level: Intermediate Leader: Chris Rouse Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount: AICPA Member $-30
Sept. 26: Fraud Conference cosponsored with Palmetto Chapter of ACFE (411213) Area: Various Credits: 8 Level: Intermediate Leader: Various Location: SC Bar Conference Center Columbia Fees: EB$210, M$235, NM$335 Notes: eMaterials only; Registration opens 05/24
OCTOBER 2013 Oct. 3: Professional Issues Update
and Professional Conduct for South Carolina CPAs (CO90013) Area: Personal Dev./Regulatory Ethics Credits: 2/2 Level: All Leader: Erin H. Pate and J. Russell Madray Location: Embassy Suites - N. Charleston Fees: Visit www.scacpa.org Notes: eMaterials provided
Oct. 4: Professional Issues Update and Professional Conduct for South Carolina CPAs (SE90013C) Area: Personal Dev./Regulatory Ethics Credits: 2/6 Level: All Leader: Erin H. Pate and J. Russell Madray Location: Island Beach & Tennis - Hilton Head Fees: Visit www.scacpa.org Notes: eMaterials provided Oct. 7: Professional Issues Update Area: Personal Development Credits: 2 Level: All Leader: Erin H. Pate Location: DoubleTree by Hilton - Columbia Fees: Free - SCACPA Members Only Notes: eMaterials provided Oct.16: Loscalzo's Tax Practitioner's Guide to Accounting and Reporting Issues (95413) Area: Accounting/Auditing Credits: 5/3 Level: Basic Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Oct. 17: NEW! Loscalzo's Frequently Asked Questions on Not-for-Profit Accounting, Auditing, Governance and Disclosure Topics (95513) Area: Governmental Accounting Credits: 8 Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Oct. 17: Small Firms Conference (413213) Area: Various Credits: 8 Level: All Leader: Various Location: SC Bar Conference Center Columbia Fees: EB$215, M$240, NM$340 Notes: Ematerials only; Registration opens 06/17. Oct. 18: Update for Accountants and Auditors-Latest Developments (95613A) Area: Accounting/Auditing Credits: 4/4 Level: Intermediate Leader: Mark Hobbs Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30
Oct. 21: NEW! Estate Planning for 2013 and Beyond! (95713) Area: Taxes Credits: 8 Level: Intermediate Leader: Arthur Werner Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Oct.22: Financial Planning Conference (418013) Area: Various Credits: 8 Level: All Leader: Various Location: SC Bar Conference Center Columbia Fees: EB$215, M$240, NM$340 Notes: eMaterials only; registration opens 06/24. Oct. 22: A Practical Guide to Trusts (95813) Area: Taxes Credits: 8 Level: Basic Leader: Arthur Werner Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345
Oct. 23: Creating the Best Projections You Can: Insights and Techniques (95913AM) Area: Accounting Credits: 4 Level: Intermediate Leader: John F. Levy Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200 Notes: eMaterials AND Hard Copy Manual Provided
Oct. 25: Acquisitions to Grow the Business: Strategy, Structure, Integration and Due Diligence (96113)
Oct. 23: Ethics and Sustainability: Profit from Doing Good (95913PM) Area: Behavioral Ethics Credits: 4 Level: Intermediate Leader: John F. Levy Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200 Notes: eMaterials AND Hard Copy Manual Provided
Oct. 28: Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (96213) Area: Administrative Practice/Taxes Credits: 4/4 Level: Intermediate Leader: Neil Brown Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Oct. 24: Corporate Finance Check-up: Renovate Your Analytical Toolbox (96013) Area: Finance Credits: 8 Level: Overview Leader: John F. Levy Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Notes: eMaterials AND Hard Copy Provided
Oct. 29: Surgent McCoy's Comprehensive Guide to Tax Depreciation, Amortization, and Property Transactions from Acquisition to Exchange or Disposition (96313) Area: Taxes Credits: 8 Level: Intermediate Leader: James McCoy Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Area: Business Mgmt. and Organization Credits: 8 Level: Intermediate Leader: John F. Levy Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Notes: eMaterials AND Hard Copy Provided
Oct. 30: NEW! Shortcuts to Tax Cuts: Individual, Social Security & Retirement Planning Tools and Strategies (96413) Area: Taxes Credits: 8 Level: Intermediate Leader: Neil Brown Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Oct. 30: Partnerships and LLCs Update (96513SW) Area: Taxes Credits: 8 Level: Update Leader: Various Location: College of Charleston - Charleston; Buck Mickel Center - Greenville; SCACPA West Columbia Fees: EB$175, M$200, NM$300 Notes: eMaterials Only; Meals NOT provided Oct. 31: The Complete Guide to the Preparation of Form 1041 (96613) Area: Taxes Credits: 8 Level: Basic Leader: Arthur Werner Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
NOVEMBER 2013 Nov. 1: Trust Accounting: The Role of
CPAs and Attorneys (99013AM) Area: Specialized Knowledge & Applications Credits: 4 Level: Advanced Leader: Mara Ballard Location: SCACPA - West Columbia Fees: EB$160, M$175, NM$225 Notes: CPAs that complete this training will be recognized on the SC Bar Website Nov. 4: NEW! Case Studies—Older Americans’ Tax Issues - Resolving Planning Issues with Real-Life Scenarios (91213AM) Area: Taxes Credits: 4 Level: Advanced Leader: Carla Gordon Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200 Nov. 4: NEW! Estate Planning for Older Americans Guiding Your Clients to Their Best Options (91213PM) Area: Taxes Credits: 4 Level: Advanced Leader: Carla Gordon Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200
Nov. 5: NEW! Investment Strategies for Older Americans - What are the Tax Impacts? (91313AM) Area: Taxes Credits: 4 Level: Advanced Leader: Carla Gordon Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200
Nov. 6: Top 12 Audit Issues Current Issues Facing CPAs (96713A) Area: Auditing Credits: 8 Level: Basic Leader: Melissa Critcher Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30
Nov. 5: NEW! Communicating Effectively with Older Americans- How to Speak with Older Americans and Their Beneficiaries (91313PM) Area: Taxes Credits: 4 Level: Advanced Leader: Carla Gordon Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200
Nov. 7: Auditor/Accountant Communications: Understanding and Implementing the Standards (96813A)
Nov. 5: Governmental Bonus Workshop (413013) Area: Accounting & Auditing/Behavioral Ethics/Govt Acct/Govt Auditing Credits: 1/2/2.5/2.5 Level: All Leader: David L. Cotton Location: Columbia Conference Center Columbia Fees: EB$215, M$240, NM$340 Notes: eMaterials only
Area: Auditing Credits: 8 Level: Intermediate Leader: Melissa Critcher Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30 Nov. 13-14: CPA Summit & Member Meeting (411013) Area: Various Credits: 16 Level: All Leader: Various Location: DoubleTree by Hilton - Columbia Fees: EB$335, M$360, NM$560 Notes: eMaterials only; Session registration required - visit www.scacpa.org for sessions - registration opens 07/11.
Nov. 13: Basic Tax Considerations for Individuals (96913SW) Area: Taxes Credits: 8 Level: Update Leader: Various Location: College of Charleston Charleston; Buck Mickel Center - Greenville Fees: EB$175, M$200, NM$300 Notes: eMaterials Only; Meals NOT provided
Nov. 19: Surgent McCoy's Top 10 Tax Issues in Dealing with LLC's and Partnerships (97113) Area: Taxes Credits: 8 Level: Intermediate Leader: Jonathan Ingber Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Nov. 18: The Complete Guide to Payroll Taxes and 1099 Issues (97013) Area: Taxes Credits: 8 Level: Basic Leader: Jonathan Ingber Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Nov. 20: Tax Strategies for Businesses - Planning Techniques and Current Issues (97413A) Area: Taxes Credits: 8 Level: Intermediate Leader: Bill Grooms Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30
Nov. 19: Advanced Strategies for S Corporations - Latest Developments and Proven Techniques (97213A) Area: Taxes Credits: 8 Level: Advanced Leader: Bill Grooms Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30
Nov. 20: How to Settle an Estate for a Client from A to Z (97313) Area: Taxes Credits: 8 Level: Basic Leader: Douglas Stanley Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Nov. 20: Tax Planning Issues for the Small Business Owner (97513SW) Area: Taxes Credits: 8 Level: Update Leader: Various Location: College of Charleston Charleston; Buck Mickel Center - Greenville; SCACPA - West Columbia Fees: EB$175, M$200, NM$300 Notes: eMaterials Only; Meals NOT provided Nov. 21: 2013 Hot Tax Topics - Discover the Hottest Tax Topics of the Year (97713A) Area: Taxes Credits: 8 Level: Intermediate Leader: Bill Grooms Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Discount: AICPA Members $-30 Nov. 21: Estate and Life Planning Issues for the Middle -Income Client (97613) Area: Taxes Credits: 8 Level: Basic Leader: Douglas Stanley Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Nov. 25: NEW! Fraud & Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (97813) Area: Governmental Auditing Credits: 8 Level: Intermediate Leader: Jeffrey Lieman Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Nov. 26: OMB A-133 from A to Z (97913) Area: Governmental Auditing Credits: 8 Level: Intermediate Leader: Jeffrey Lieman Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
DECEMBER 2013 Dec. 2: Federal Tax Update with Walter Nunnallee (98113FG) Area: Taxes Credits: 8 Level: Update Leader: Walter Nunnallee Location: Embassy Suites - Greenville Fees: EB$205, M$230, NM$330 Notes: Complimentary self parking; Hard Copy Manual OR eMaterials-Select One
Dec. 2: Professional Ethics for South Carolina CPAs (98013) Area: Regulatory Ethics Credits: 6 Level: Intermediate Leader: Bruce Pounder Location: SCACPA - West Columbia Fees: EB$175, M$195, NM$270 Notes: Lunch provided Dec. 3: Loscalzo's Analyzing Financial Statements, Including Techniques for Cash Flow Analysis (98213) Area: Accounting Credits: 8 Level: Basic Leader: Bruce Pounder Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Dec. 5-6: Accounting & Auditing Conference (416013) Area: Various Credits: 16 Level: All Leader: Various Location: Charleston Marriott Hotel Charleston Fees: EB$390, M$415, NM$615 Notes: Complimentary Self Parking; eMaterials only; Session registration is required - visit www.scacpa.org for sessions - registration opens 08/05.
Dec. 5: Surgent McCoy's Advanced Individual Income Tax Return Issues (98413) Area: Taxes Credits: 8 Level: Advanced Leader: David Jarmusz Dec. 4: NEW! Getting Ready for Busy Location: SCACPA - West Columbia Season: A Guide to New Forms, Filing Issues and Other Critical Developments Fees: EB$220, M$245, NM$345 (98313) Dec. 9: NEW! Construction Contractors: Area: Taxes Credits: 8 Critical Accounting, Auditing and Tax Level: Intermediate Issues in Today's Environment (98513) Leader: David Jarmusz Location: SCACPA - West Columbia Area: Accounting/Auditing/Taxes Fees: EB$220, M$245, NM$345 Credits: 3/3/2 Level: Intermediate Leader: Curtis Quickel Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Dec. 10: NEW! Revenue Recognition: A New Day is Dawning (98613) Area: Accounting Credits: 8 Level: Basic Leader: Curtis Quickel Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Dec. 11: Loscalzo's GAAP Refresher (98713) Area: Accounting Credits: 8 Level: Basic Leader: Bruce Pounder Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Dec. 12: Adobe Acrobat for Accountants From A to Z (98913) Area: Computer Science Credits: 8 Level: Intermediate Leader: John Higgins Location: SCACPA - West Columbia Fees: EB$260, M$285, NM$385 Notes: iPad Based Seminar; eMaterials Only
Dec. 11: Annual Tax Update (98813SW)
Dec. 12: Loscalzo's Improve Your Accounting and Finance Teams Effectiveness (99013) Area: Accounting Credits: 8 Level: Intermediate Leader: Bruce Pounder Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Area: Taxes Credits: 8 Level: Update Leader: Various Location: College of Charleston Charleston; Buck Mickel Center - Greenville; SCACPA - West Columbia Fees: EB$175, M$200, NM$300 Notes: eMaterials Only; Meals NOT provided
Dec. 13: Using the iPad as a Business Tool (99113) Area: Computer Science Credits: 8 Level: Intermediate Leader: John Higgins Location: SCACPA - West Columbia Fees: EB$260, M$285, NM$385 Notes: iPad Based Seminar; eMaterials Only
Dec. 16: Federal Tax Update with Walter Nunnallee (98113FC) Area: Taxes Credits: 8 Level: Update Leader: Walter Nunnallee Location: DoubleTree by Hilton - Columbia Fees: EB$205, M$230, NM$330 Notes: Complimentary self parking; Hard Copy Manual OR eMaterials-Select One
Dec. 18: Ethics in the Real World: Living Values for Today (99413AM) Area: Behavioral Ethics Credits: 4 Level: Intermediate Leader: Dan Chenoweth Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200 Notes: eMaterials AND Hard Copy Manual Provided
Dec. 16: NEW! Excel Pivot Tables for Accountants (99213) Area: Spec. Knowledge & Apps/Accounting Credits: 4/4 Level: Advanced Leader: Brian Tankersley Location: SCACPA - West Columbia Fees: EB$235, M$260, NM$360
Dec. 18: How Good Companies Become Great: Secrets to Success (99413PM) Area: Business Mgmt and Organization Credits: 4 Level: Intermediate Leader: Dan Chenoweth Location: SCACPA - West Columbia Fees: EB$135, M$150, NM$200 Notes: eMaterials AND Hard Copy Manual Provided
Dec. 17: Paperless Office (99313) Area: Specialized Knowledge & Applications Credits: 8 Level: Intermediate Leader: Brian Tankersley Location: SCACPA - West Columbia Fees: EB$235, M$260, NM$360 Notes: eMaterials are provided.
Dec. 19: Risk Analysis and Management: What Every Financial Manager Must Know (99613) Area: Auditing/Behavioral Ethics Credits: 6/2 Level: Intermediate Leader: Dan Chenoweth Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Notes: eMaterials AND Hard Copy Manual Provided
Dec. 19: Loscalzo's Compilation and Review Essentials - Rules for Local Practitioners (99513) Area: Auditing Credits: 8 Level: Intermediate Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345 Dec. 20: Metrics Management: Choose and Use Key Performance Indicators (99813) Area: Accounting/Business Mgmt. & Org. Credits: 4/4 Level: Intermediate Leader: Dan Chenoweth Location: Embassy Suites - Greenville Fees: EB$220, M$245, NM$345 Notes: eMaterials AND Hard Copy Manual Provided Dec. 20: NEW! Loscalzo's 2013 FASB and AICPA Update (99713) Area: Accounting/Auditing Credits: 5/3 Level: Update Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: EB$220, M$245, NM$345
Dec. 30: Federal Tax Update with Walter Nunnallee (98113FM) Area: Taxes Credits: 8 Level: Update Leader: Walter Nunnallee Location: Marina Inn at Grande Dunes Myrtle Beach Fees: EB$205, M$230, NM$330 Notes: Complimentary self parking; Hard Copy Manual OR eMaterials-Select One Dec. 31: Federal Tax Update with Walter Nunnallee (98113FH) Area: Taxes Credits: 8 Level: Update Leader: Walter Nunnallee Location: Charleston Marriott Hotel - Charl. Fees: EB$205, M$230, NM$330 Notes: Complimentary self parking; Hard Copy Manual OR eMaterials- Select One
JANUARY 2014 Jan. 9: Preparing Individual Tax Returns for New Staff and Para-Professionals (10014) Area: Taxes Credits: 8 Level: Basic Leader: James McCoy Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340
Jan.10: The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns (10114) Area: Taxes Credits: 8 Level: Basic Leader: James McCoy Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Jan. 13: Advanced Auditing of HUDAssisted Projects - Compliance Pitfalls (10214A) Area: Governmental Auditing Credits: 8 Level: Advanced Leader: Peter Bell Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount : AICPA Members$-30 Jan. 14: Audits of HUD-Assisted Projects - Complying with HUD Regulations (10314A) Area: Governmental Auditing Credits: 8 Level: Basic Leader: Peter Bell Location: SCACPA - West Columbia Fees: EB$215, M$240, NM$340 Discount : AICPA Members$-30
WEBCASTS & WEBINARS APRIL
JUNE
AUGUST
4/18: Tips and Tricks for Managing Your Outlook Calendar Contacts and Tasks Webinar (WEB115)
6/3: Professional Conduct for S.C. CPAs Webinar (WEBSC1)
8/19: Top 10 Things Financial Planners Need to Know About Estate Planning Webcast (4131528B)
4/23: Sham Transactions: Recognizing the Red Flags Webinar (WEB127)
6/4: Leases: Past, Present and Future Webcast (4132528B)
8/20: Managing External Data and How to Get the Most Out of Subtotals Webcast (4132738A)
4/16: Financial Analysis in a Metrics Driven World Webinar (WEB106)
4/26: Excel - Improving the Presentation of Your Spreadsheets Webinar (WEB135) 4/29: Become the Best: Lessons from Great Companies Webinar (WEB138)
MAY
5/2: Affordable Care Act - Key Tax Issues Every CPA Should Know Webinar (WEB148) 5/7: Financial Accounting for LLCs and Partnerships Webinar (WEB157) 5/13: Protecting Our Stakeholders: Ethics and Financial Stewardship Webinar (WEB169) 5/15: Health Care Industry Accounting & Regulatory Update (WEBA161) 5/17: Risk Management and Ethics - Distortions, Deceptions and Biases Webinar (WEB183)
6/3: New AICPA Private Company Financial Reporting Standards Webinar (WEB215)
6/5: No More Secret Decoder Ring: Inside Schedules B & D Webcast (4132782B) 6/13: Workplace Legal Issues: Data Security and Bring Your Own Stuff Webinar (WEB244) 6/19: Fraud and Abuse in Government Entities Webinar (WEB261)
JULY
7/12: Top 10 AMT Causes and Planning Strategies Webcast (4132552B) 7/15: Financial Reporting Framework for SMEs Webcast (4132775C) 7/17: Federal Tax Appeals and Alternative Dispute Resolution Webcast (4132615B) 7/18: Rethink Your Internal Controls to Keep Mobile Access Secure Webcast (4132814A) 7/29: Professional Conduct for S.C. CPAs Webinar (WEBSC2) 7/31: Desktop Tools for Preventing and Detecting Fraud Webcast (4132813A)
8/9: Passive Activities and Rental Real Estate Income Tax Issues Webcast (4132531C)
8/29: HUD Audits of Multifamily Housing Projects: Audit Requirements Under the HUD Audit Guide and A-133 Webcast (4132771B) 8/29: Cash and Credit Management Webcast (4131109B) This is just a snap shot of our webcast and webinar programs. For a complete listing of programs search our online catalog at www.scacpa.org/register. All registrations for webinars/webcasts must occur online.
CHAPTER EVENTS CATAWBA
April 30: The Practical Accounting and Auditing Update - 2013 (8 hrs) Russ Madray - Rock Hill Aug. 19: Professional Issues and S.C. Ethics (8 hrs) - Rock Hill Oct. 29: Federal Income Tax Update (8 hrs) Art Werner - Rock Hill Dec. 3: FASB/Forensic Accounting (8 hrs) – Mark Hobbs - Rock Hill
CENTRAL
May 8: The Practical Accounting and Auditing Update - 2013 and S.C. Ethics, 2 hours state specific (8 hrs) Russ Madray - Columbia July 15: Governmental A&A (8 hrs) Jeffrey Lieman - Columbia Sept. 13: A Gift Bag of Individual Tax and Financial Planning Topics (8 hrs) Neil Brown - Columbia
May 13: Accounting and Auditing Update/ Fraud, Enterprise Risk Management and Auditor Responsibility for Fraud (8 hrs) Mark Hobbs – N. Charleston Sept. 24: Technology Update and A Survey of Tax Law and Regulatory Changes, focused on S.C. (8 hrs) Randy Johnston (6 hrs), Jason Sweatt (2 hrs) – N. Charleston Oct. 3: Professional Issues and South Carolina Ethics (4 hrs) – N. Charleston Nov. 12: Surgent McCoy's Best Federal Tax Update (8 hrs) Jack Surgent – N. Charleston
FOOTHILLS
PEE DEE
April 25: After Tax Season Breather (PEBRE13) – Florence May 7: The Practical Accounting and Auditing Update - 2013 (8 hrs) Russ Madray – Florence Aug. 26: Professional Issues and S.C. Ethics (4 hrs) – Florence Oct. 30: Federal Income Tax Update (8 hrs) Art Werner – Florence
PIEDMONT
May 21: The Practical Accounting and Auditing Update - 2013 (8 hrs) Russ Madray - Anderson Sept. 23: Professional Issues and South Carolina Ethics (6 hrs) Anderson
April 24: The Practical Accounting and Auditing Update - 2013 (8 hrs) Russ Madray - Spartanburg
Sept. 24: Professional Issues and South Carolina Ethics (4 hrs) Greenville
Oct. 7: Professional Issues Update (2 hrs) - Columbia
Sept. 25: Professional Issues and S.C. Ethics (4 hrs) - Spartanburg
SEA ISLAND
Nov. 15: Annual Tax Update (8 hrs) William Grooms - Columbia
Oct. 28: Federal Income Tax Update (8 hrs) Art Werner - Spartanburg
COASTAL
GRAND STRAND
April 26: Second Annual Entertainment Night (COSN13) – N. Charleston
Aug. 27: Professional Issues and S.C. Ethics (8 hrs) – Myrtle Beach Nov. 20: The Practical Accounting and Auditing Update - 2013 (8 hrs) Russ Madray – Myrtle Beach
May 14: The Practical Accounting and Auditing Update - 2013 (8 hrs) Russ Madray – Hilton Head Island Oct. 4: Professional Issues and South Carolina Ethics (8 hrs) – Hilton Head Island Nov. 1: Federal Income Tax Update (8 hrs) Art Werner – Hilton Head Island
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