2012 Mega Conference

Page 1

A GRAND DESIGN

An Expanded Learning Experience

MEGA CONFERENCE

Benefit Plans, Government and Nonprofits MAY 17-18, 2012 Marriott City Center Columbia, South Carolina

South Carolina

CPA


MEGA CONFERENCE A GRAND DESIGN An Expanded Learning Experience

The Mega Conference is a grand design with expanded learning opportunities in three areas: benefit plans, government, and nonprofits. Connect with your peers in an environment where you can examine, discuss and explore new ideas and approaches you can implement back at the office. Take advantage of attending two days or one day. The conference features sessions to meet the eight hour education requirement in benefit plans and twenty-four hour yellow book requirement. This conference is also designed for nonprofit professionals and board members. Simply join us for day two only, and attend the sessions designed specifically for nonprofit organizations. Whatever your interest this grand design gives you flexibility and options at a great price. REGISTER NOW!

A special thanks to these sponsors:


Agenda At-A-Glance

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

Thursday

May 17, 2012

8:00 – 8:30 a.m.

Registration and Continental Breakfast

8:30 – 10:10 a.m.

CPE Sessions

10:10 – 10:25 a.m.

Networking Break with Exhibitors and Attendees

10:25 a.m. – 12:05 p.m.

CPE Sessions

12:05 – 12:55 p.m.

Lunch and Networking

12:55 – 2:35 p.m.

CPE Sessions

2:35 – 2:50 p.m.

Networking Break with Exhibitors and Attendees

2:50 – 4:30 p.m.

CPE Sessions

4:30 – 4:40 p.m.

Session Change Break

4:40 – 5:30 p.m.

Bonus CPE Session

Friday

May 18, 2012

8:00 – 8:30 a.m.

Registration and Continental Breakfast

8:30 – 10:10 a.m.

CPE Sessions

10:10 – 10:25 a.m.

Networking Break with Exhibitors and Attendees

10:25 a.m. – 12:05 p.m.

CPE Sessions

12:05 – 12:55 p.m.

Lunch and Networking

12:55 – 2:35 p.m.

CPE Sessions

2:35 – 2:50 p.m.

Networking Break with Exhibitors and Attendees

2:50 – 4:30 p.m.

CPE Sessions


THURSDAY, MAY 17 8:00 – 8:30 a.m. Registration and Continental Breakfast 8:30 – 10:10 a.m. CONCURRENT SESSIONS (A01) Department of Labor Update – Michael Auerbach, CPA - 2 credits, auditing (A02) Governmental Audit Quality Center Update – Mary Foelster, CPA – 2 credits, governmental auditing 10:10 – 10:25 a.m. Networking Break with Exhibitors and Attendees 10:25 a.m. – 12:05 p.m. CONCURRENT SESSIONS (B01) Employee Benefit Plan Audit Quality Center Update - Ian MacKay, CPA – 2 credits, auditing (B02) The Do’s and Don’ts of Fraud Interviewing - Dennis Dycus, CFE, CPA, CGFM, ACFE Fellow – 2 credits, auditing 12:05 – 12:55 p.m. Lunch and Networking

LEGEND Designed for nonprofits Qualifies for Yellow Book Qualifies for Employee Benefit Plan Audit Quality Center

12:55 – 2:35 p.m. CONCURRENT SESSIONS (C01) Major Accounting and Disclosure Issues for Not for Profits - Rebecca Lee, CPA – 2 credits, accounting (C02) GASB 54 and Clarified SAS 99 - Dennis Dycus, CFE, CPA, CGFM, ACFE Fellow – 2 credits, governmental accounting (C03) Advanced ASC 820 – Greg Clark, CPA,CFE, CISA – 2 credits, accounting 2:35 – 2:50 p.m. Networking Break with Exhibitors and Attendees 2:50 – 4:30 p.m. CONCURRENT SESSIONS (D01) Identifying and Addressing the Risk of Fraud in Not for Profit Organizations – Rebecca Lee, CPA – 2 credits, auditing (D02) When Leadership Fails - Dennis Dycus, CFE, CPA, CGFM, ACFE Fellow – 2 credits, governmental auditing (D03) Benefit Plan Audit Pitfalls - Greg Clark, CPA,CFE, CISA – 2 credits, auditing 4:40 – 5:30 p.m. BONUS CPE SESSION (E01) Qualified Plan Trends for CPAs (Sponsored by American Pensions) – Ed Proulx, AIFA, APR, QPF & Sandy Sanders, III, CPA, AIFA, QKA –1 credit, management advisory services


FRIDAY, MAY 18 8:00 - 8:30 a.m. Registration and Continental Breakfast

12:05 – 12:55 p.m. Lunch and Networking

8:30 – 10:10 a.m. CONCURRENT SESSIONS (F01) Trends in Nonprofit Philanthropy – Patton McDowell, MBA, CFRE – 2 credits, specialized knowledge and applications

12:55 – 2:35 p.m. CONCURRENT SESSIONS (H01) Program Allocation: Management vs. Program - Glenda Hicks, CPA – 2 credits, business management & organization

(F02) GASB Update - What’s New in Norwalk – Todd Webster, CPA – 2 credits, governmental accounting

(H02) Form 990T - Unrelated Business Taxable Income and Update from the IRS Exempt Organizations – Holly Paz – 2 credits, tax

10:10 - 10:25 a.m. Networking Break with Exhibitors and Attendees 10:25 - 12:05 p.m. CONCURRENT SESSIONS (G01) Social Media: Attracting and Protecting a Modern Donor Base – Ally Yusuf, MA & Josh Jacobson, CFRE – 2 credits, specialized knowledge and applications (G02) Governmental Accountability Office Update - Marcia Buchanan, CPA, CGFM – 2 credits, governmental accounting

(H03) The Other GAAP: Understanding and Using the Comprehensive Implementation Guide – Smitty Smith, Jr., PhD, CPA, CGFM – 2 credits, accounting 2:35 – 2:50 p.m. Networking Break with Exhibitors and Attendees 2:50 – 4:30 p.m. CONCURRENT SESSIONS (I01) Governance and Risk Management – Glenda Hicks, CPA – 2 credits, business management & organization (I02) The Anatomy of Fraud – Gary German, CPA – 2 credits, auditing (I03)Top Deficiencies in Financial Reporting - Smitty Smith, Jr., PhD, CPA, CGFM – 2 credits, accounting


About This Event Location Information

Marriott City Center 1200 Hampton Street, Columbia, SC 29201 (803) 771-7000 Room Rate: $119 based on availability Complimentary self-parking DIRECTIONS: Log onto our website, www.scacpa.org/conferences for directions.

Things You Need to Know

Continuing Education

Event Code: 414512 CPE Credit: 17 hours Fields of Study: Varies See conference schedule for fields of study. Based on session attendance attendees can earn up to 8 hours in benefit plan audits or up to 10 hours in Yellow Book. Presentation Method: Lecture & Case Studies Level: All

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

Firm Discounts Available

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.

Get Connected

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.

WWW.SC ACPA.ORG/SOCIALMEDIA

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.

Register five or more people from the same company at the same time and receive a $15 discount per registrant. Get Social with SCACPA on Facebook, Twitter, LinkedIn and Wordpress!

#megaconf12

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. Ematerials 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 Member May 17-18: o $330 (by 4/26) o $355 (after 4/26), o $400 Choice Card May 17: o $210 (by 4/26), o $235 (after 4/26) o $200 Choice Card May 18: o $210 (by 4/26) o $235 (after 4/26) o $200 Choice Card

Thursday, May 17 rDOL (A01) or rGAQC (A02) rEBAQC (B01) or rFraud (B02) rDisclosure (C01) or rGASB (C02) or r ASC (C03) rFraud (D01) or rLeadership (D02) or rBP (D03) rBonus CPE Session: Qualified Plan Trends (E01)

r SCANPO or Other State CPA Society Member May 17-18: o $355 May 17: o $235 May 18: o $235

Friday, May 18, 2012 rPhilanthropy (F01) or rGASB (F02) rSocial Media (G01) or rGAO (G02) rAllocation (H01) or rF990T (H02) or rGAAP (H03) rRisk (I01) or rFraud (I02) or r Reporting (I03)

Please select one from the following options.

r Non-Member May 17-18: o$455 May 17: o$335 May 18: o$335

Participant List

q A participant list will be provided to registrants attending the event upon request. Check this box to opt out of the listing.

Please select one from each group.

q 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.

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

A GRAND DESIGN 2012 MEGA Conference Benefit Plans, Government and Nonprofits

Register TODAY !

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


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