2011 Spring CPE Schedule by South Carolina Association of CPAs

2011 Spring CPE Schedule APRIL - JUNE

Any Way You Slice It â&#x20AC;&#x201C; Quality and Variety CPE

South Carolina South Carolina Association of Certified Public Accountants

CPA

2011 Spring CPE Schedule

Any Way You Slice It Quality and Variety CPE T

he South Carolina Association of CPAs is your full-service, one-stop shop for quality CPE. Inside this catalog you will find CPE options that are designed to fit your knowledge, budget, schedule and preferred method of learning for the spring. Over the course of the year we offer: w 11 Conferences from A&A to Tax with variety in between w 5 Vacation Clusters across South and North Carolina w 134 Seminars on A&A, consulting, ethics, management, and specialized knowledge w 8 ACPEN/Business Professionalâ&#x20AC;&#x2122;s Network satellites and webcasts w 8 Professional Issues Updates in Charleston, Columbia, Florence, Greenville, Hilton Head, Myrtle Beach, Rock Hill, and Spartanburg w 200 Live Webinars and Webcasts on a variety of topics Stay Tuned â&#x20AC;&#x201C; more new programs appear all the time. So, be sure to look for the most up-to-date listing of events in the online catalog at www.scacpa. org/coursecatalog. You can also find online a complete listing of CPE programs, including information on self-study and customized onsite training options, visit www.scacpa.org, Continuing Education tab. SCACPA membership really pays off with the Choice Card deal. As a SCACPA member you can get up to 40% off for SCACPA sponsored programs. Generally, you can pay for your membership with the savings from this great deal. And, in 2011, we are introducing the half Choice Card. This card has the same flexibility and savings as the Choice Card just with half the cost and half the coupons.

Things You Need to Know Seminar Details: Log onto www.scacpa.org/ coursecatalog for complete seminar details including seminar description, speaker biographies, and secure online registration. Confirmation: A confirmation will be sent via e-mail or mail when your registration is processed. In the event your confirmation is not received, please contact our CPE Team at (888) 557-4814, ext. 110 or 112 or cpe@scacpa. org. Registration Modifications: Transfers made one week before event date will incur a $25 administrative fee. Cancellations received less than one week before the event forfeit the materials and entire registration fee. Substitutions are accepted up to the day of the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee. Special Requests: Please contact us as soon as possible for ADA requests at (888) 557-4814, ext. 110 and 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.

DIRECTIONS

Please log onto our website, www.scacpa.org/coursecatalog for directions.

SEMINAR FEES

SEMINAR TIMES

AM Seminars: 8:00 – 11:30 am (Registration - 7:30 am); includes breakfast only PM Seminars: 12:30 – 4:00 pm (Registration - 12:00 pm); includes boxed lunch only 8 Hour Seminars: 8:30 am – 4:00 pm (Registration - 8:00 am); includes breakfast and lunch 2 Hour Seminars: AM - 9:00 – 10:50 am (Registration - 8:30 am);meal not included PM - 1:00 – 2:50 pm (Registration -12:30 pm);meal not included Satellite Seminar: 10:00 am – 6:00 pm (Registration - 9:30 am); meals are not included

LEGEND = Yellow Book = CFP = CFM = CMA = Calculator = Satellite/Webcast

FEE DESCRIPTION

Choice Card Rate: Available to SCACPA members only. The Choice Card is only good for one year and is available on all seminars that are four CPE hours or greater, except for events co-sponsored with other organizations or vendors i.e., SC Bar, IMA, CPA2Biz, AHI/AICPA, IMA. Choice Cards can be purchased online at www.scacpa.org/choicecard. Early Bird Rate: SCACPA members who register with payment at least three weeks before the event date. Member Rate: SCACPA members who register with payment less than three weeks before the event date and other state CPA society members. Non-member Rate: Anyone who is not a member of SCACPA or any other state CPA society.

APRIL

MAY

APRIL 28

MAY 4

Nonprofit Conference (413111) Credits: 8 Level: All Area: A&A/Tax/Management Leader: Various Location: Embassy Suites - Columbia Fees: CC$200, EB$205, M$230, NM$305 Electronic Materials Discount: $-25

CPA Day at the State House (LD050411) Credits: 2 Level: Update Area: Personal Development Leader: Various Location: Columbia Metropolitan Convention Center - Columbia Fees: CC $NA, EB NA, M $50, NM $60

“Great Day! I enjoyed all the classes I attended, and really liked the ‘choice’ format.” “Beautiful facility, clean, great! I received a lot of info and it will take a while to go over, but I enjoyed myself and look forward to coming again next year.”

At the annual "CPA Day at the State House" event you will hear the latest on critical issues impacting not only the CPA profession, but the business community and the state at large. This year's event also gives you the chance to hear from two newly-appointed state agency directors - Department of Revenue Director Jim Etter and Labor Licensing and Regulation Director Catherine Templeton. During the luncheon, you'll have the chance to interact with state legislators and in doing so you will help strengthen the profession's voice at the state level! Won't you make plans now to join over 150 of your fellow CPAs at this most important event? Register now for the May 4 event!

MAY MAY 10 Accounting and Auditing Considerations for 403(b) Plans and Loscalzo's Frequently Asked Questions on Audit Issues (70811) Credits: 4/4 Level: Intermediate Area: A&A Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: CC$200, EB$210, M$235, NM$310

NEW! Business Buyer and Seller Tax Considerations and Concerns (71011PM) Credits: 4 Level: Intermediate Area: Tax Leader: Susan Smith Location: Crowne Plaza Beach Resort Hilton Head Note: Lunch Only; Comp Self Parking Fees: CC$100, EB 145, M$170, NM$225

MAY 16

May 17

Dangers of Improper Revenue Recognition and Accounting Issues for Troubling Times (70911AM) Credits: 4 Level: Intermediate Area: Acct Leader: Carolyn Jeff Location: Crowne Plaza Beach Resort Hilton Head Note: Breakfast Only; Comp Self Parking Fees: CC$100, EB$145, M$170, NM$225

Pitfalls and Problems in Financial Statement Disclosures (71111AM)

Planning Cost Efficient and Effective Audits (70911PM) Credits: 4 Level: Intermediate Area: Auditing Leader: Carolyn Jeff Location: Crowne Plaza Beach Resort Hilton Head Note: Lunch Only; Comp Self Parking Fees: CC$100, EB$145, M$170, NM$225

Meeting Workpaper Documentation Requirements and Writing Effective SAS 115 Reports (71111PM) Credits: 4 Level: Intermediate Area: A&A Leader: Carolyn Jeff Location: Crowne Plaza Beach Resort Hilton Head Note: Lunch Only; Comp Self Parking Fees: CC$100, EB$145, M$170, NM$225

NEW! Understanding Liquidations of Pass-Throughs (71011AM) Credits: 4 Level: Intermediate Area: Tax Leader: Susan Smith Location: Crowne Plaza Beach Resort Hilton Head Note: Breakfast Only; Comp Self Parking Fees: CC$100, EB$145, M$170, NM$225

Credits: 4 Level: Intermediate Area: Acct Leader: Carolyn Jeff Location: Crowne Plaza Beach Resort Hilton Head Note: Breakfast Only; Comp Self Parking Fees: CC$100, EB$145, M$170, NM$225

NEW! A Complete Guide to Section 338 Acquisitions (71211AM) Credits: 4 Level: Intermediate Area: Tax Leader: Susan Smith Location: Crowne Plaza Beach Resort Hilton Head Note: Breakfast Only; Comp Self Parking Fees: CC$100, EB$145, M $170, NM $225

NEW! A Guide to Medical Plans and COBRA Rights (71211PM) Credits: 4 Level: Basic Area: Tax Leader: Susan Smith Location: Crowne Plaza Beach Resort Hilton Head Note: Lunch Only; Comp Self Parking Fees: CC$100, EB$145, M$170, NM$225

MAY 18 Construction Industry Accounting and Tax Update (70011SW) Credits: 2/2/4 Level: Intermediate Area: Tax/Acct/Mgmt Locations: Bluffton - USC Beaufort Charleston - College of Charleston Greenville - Buck Mickel Center Myrtle Beach - Horry Georgetown Technical College West Columbia - SCACPA Office Note: Meals NOT included-Electronic Materials are provided. To register for the webcast go to http://scacpa.org. acpen.com. Fees: CC$200, EB$135, M$160, NM$235, Webcast $195 Accounting and Auditing Update (71311AM) Credits: 4 Level: Intermediate Area: A&A Leader: Carolyn Jeff Location: Crowne Plaza Beach Resort Hilton Head Note: Breakfast Only; Comp Self Parking Fees: CC$100, EB$145, M$170, NM$225 Substantive Analytical Procedures Workshop (71311PM) Credits: 4 Level: Intermediate Area: Auditing Leader: Carolyn Jeff Location: Crowne Plaza Beach Resort Hilton Head Note: Lunch Only; Comp Self Parking Fees: CC$100, EB$145, M$170, NM$225

MAY 18

MAY 19

MAY 20

NEW! Advanced 1040 Issues: Forms 982, 6198, 6251, and 6252 (71411AM) Credits: 4 Level: Advanced Area: Tax Leader: Susan Smith Location: Crowne Plaza Beach Resort Hilton Head Note: Breakfast Only; Comp Self Parking Fees: CC$100, EB$145, M$170, NM$225

Government & Benefit Plans Conference (414511) Credits: 8 Level: All Area: Governmental A&A Leader: Various Location: Marriott Columbia - Columbia Note: Complimentary Self Parking; Fees: CC$200, EB$205, M$230, NM$305 Electronic Materials Discount: $-25

Trusted Business Advisor Workshop (413211) Credits: 8 Level: Intermediate Area:Consulting Leader: Joe Fehrmann Location: SCACPA - West Columbia Fees: EB $330, M $355, NM $430 AICPA Discount: $-30

NEW! Designing Allocation and Special Allocations in LLC and Partnership Structuring (71411PM) Credits: 4 Level: Advanced Area: Tax Leader: Susan Smith Location: Crowne Plaza Beach Resort Hilton Head Note: Lunch Only; Comp Self Parking Fees: CC$100, EB$145, M$170, NM$225

“This was a really good CPE. I liked having the different speakers to break up the day. They discussed what we actually need to know and do.” “One of the best CPE presentations ever!”

“Practicing as a CPA in a small to medium size firm has never been as difficult as it is today. Developing a powerful resource network improves your client relationships and increases your firm’s revenues. The Trusted Business Advisor WorkshopSM is an excellent way for the CPA to focus on how he can more effectively serve his or her clientele.”

MAY 23 Performance Analysis: Identifying Profit Improvement Opportunities (71511) Credits: 8 Level: Intermediate Area: Auditing Leader: Jay Giannantonio Location: Embassy Suites - Greenville Fees: CC$200, EB$210, M$235, NM$310

MAY 24 Fraud Alert! Prevention and Follow-up (71611) Credits: 8 Level: Intermediate Area: Accounting and Auditing Leader: Jay Giannantonio Location: Embassy Suites - Greenville Fees: CC$200, EB$210, M$235, NM$310 North Carolina Professional Ethics Update (71711AM) Credits: 2 Level: All Area: Ethics Leader: Melissa Critcher Location: SCACPA - West Columbia Note: Meals are NOT included Fees: EB $55, M $65, NM $85 North Carolina Professional Ethics Update (71711PM) Credits: 2 Level: All Area: Ethics Leader: Melissa Critcher Location: SCACPA - West Columbia Note: Meals are NOT included Fees: EB $55, M $65, NM $85

MAY 26 Loscalzo's Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans) (70611) Credits: 4/4 Level: Basic Area: A&A Leader: Rebecca Lee Location: SCACPA - West Columbia Fees: CC$200, EB$210, M$235, NM$310

Relaxation & Education The Perfect Combination 2011 Vacation Clusters

s children we all looked forward to summer vacation. For those few months, life was good! You had the chance to forget about education and concentrate on relaxation. As adults these long breaks are no longer an option. Let SCACPA help you with combining the two and create the perfect combination where you can earn education and have time for relaxation. Join us for one or more of our vacation clusters between May and September from the mountains to the sea. Register Now!

Locations and Hotel Accommodations LOWCOUNTRY CLUSTER - Hilton Head May 16-18, 2011 Crowne Plaza Beach Resort, www.cphiltonhead.com GRAND STRAND CLUSTER - Myrtle Beach June 13-15, 2011 Myrtle Beach Marriott Resort & Spa at Grande Dunes www.marriott.com MOUNTAINS CLUSTER - Asheville, NC July 11-13, 2011 The Grove Park Inn Resort & Spa, www.groveparkinn.com COASTAL CLUSTER - Charleston August 8-10, 2011 Marriott Charleston, www.marriott.com/chsmc UPSTATE CLUSTER - Greenville September 21-23, 2011 Embassy Suites, www.embassysuitesgreenville.com For seminar details, group rates and discount codes visit www.scacpa.org/clusters

JUNE JUNE 7 Loscalzo’s Compilation and Review Essentials – Rules for Local Practitioners (71811) Credits: 8 Level: Intermediate Area: Auditing Leader: James Newhard Location: SCACPA - West Columbia Fees: CC$200, EB$210, M$235, NM$310

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy (72111AM) Credits: 4 Level: Update Area: Tax Leader: Edward Harter Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Breakfast Only; Comp. Self Parking Fees: CC$100, EB$145, M$170, NM$225

NEW! Choosing the Best Entity Structure (72311AM) Credits: 4 Level: Intermediate Area: Tax Leader: Edward Harter Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Breakfast Only; Comp. Self Parking Fees: CC$100, EB$145, M$170, NM$225

Loscalzo's Analyzing Financial Statements, Including Techniques for Cash Flow Analysis (71911) Credits: 8 Level: Basic Area: Acct Leader: James Newhard Location: SCACPA - West Columbia Fees: CC$200, EB$210, M$235, NM$310

Individual Income Tax Update (72111PM) Credits: 4 Level: Update Area: Tax Leader: Edward Harter Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Lunch Only; Comp. Self Parking Fees: CC$100, EB$145, M$170, NM$225

Partnerships and LLC Tax Mistakes Practitioners Make and How to Fix Them (72311PM) Credits: 4 Level: Intermediate Area: Tax Leader: Edward Harter Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Lunch Only; Comp. Self Parking Fees: CC$100, EB$145, M$170, NM$225

JUNE 13

JUNE 14

JUNE 15

Controller's Update: Latest Trends for Today's Financial Manager (72011AM) Credits: 4 Level: Update Area: A&A Leader: Anthony LaRusso Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Breakfast Only; Comp Self Parking Fees: CC$100, EB$145, M$170, NM$225

Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line (72211AM) Credits: 4 Level: Intermediate Area: A&A Leader: Anthony LaRusso Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Breakfast Only; Comp. Self Parking Fees: CC$100, EB$145, M$170, NM$225

Doing More with Less: Lean Accounting and Management (72411AM) Credits: 4 Level: Advanced Area: A&A Leader: Anthony LaRusso Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Breakfast Only; Comp. Self Parking Fees: CC$100, EB$145, M$170, NM$225

Analyzing Your Company's Financial Statement (72011PM) Credits: 1/1/2 Level: Basic Area: Accounting/Auditing/Finance Leader: Anthony LaRusso Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Lunch Only; Comp. Self Parking Fees: CC$100, EB$145, M$170, NM$225

Financial Forecasting: Planning for Success (72211PM) Credits: 4 Level: Basic Area: A&A Leader: Anthony LaRusso Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Lunch Only; Comp. Self Parking Fees: CC$100, EB$145, M$170, NM$225

Essential Skills for the Survival and Growth of Your Organization (72411PM) Credits: 4 Level: Intermediate Area: Mgmt Leader: Anthony LaRusso Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Lunch Only; Comp. Self Parking Fees: CC$100, EB$145, M$170, NM$225

JUNE 8

Tax Ideas and Money Management in Retirement (72511AM) Credits: 4 Level: Intermediate Area: Tax Leader: Neil Brown Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Breakfast Only; Comp. Self Parking Fees: CC$100, EB$145, M$170, NM$225 Understanding Social Security and Planning Effectively (72511PM) Credits: 4 Level: Basic Area: Tax Leader: Neil Brown Location: Marriott Resort at Grande Dunes - Myrtle Beach Note: Lunch Only; Comp. Self Parking Fees: CC$100, EB$145, M$170, NM$225

JUNE 20-21

JUNE 22

AICPA’s Annual Accounting and Auditing Workshop (72611A) Credits: 8/8 Level: Update Area: A&A Leader: Teresa Thamer Location: SCACPA - West Columbia Note: Accepted for CMA and CFM credits Fees: CC$400, EB$330, M$355, NM$455 AICPA Discount: $-60

Update on IRS Tax Controversy Procedure: Dealing with the IRS in the Real World (72711SW) Credits: 8 Level: Intermediate Area: Tax Leader: Various Locations: Bluffton - USC Beaufort Charleston - College of Charleston Greenville - Buck Mickel Center Myrtle Beach - Horry Georgetown Technical College West Columbia - SCACPA Office Note: Meals NOT included-Electronic Materials are provided. To register for the webcast go to http://scacpa.org. acpen.com. Fees: CC$200, EB$135, M$160, NM$235, Webcast $195

QUESTIONS? Contact our CPE Team at (803) 791-4181 ext. 110 and 112 or e-mail cpe@scacpa.org

Customized Training When & Where You Want It! THE CHALLENGE

THE SOLUTION

FOR MORE INFORMATION

Balancing cost effectiveness with the need to get relevant training and information in today’s fast-paced business environment can be challenging.

SCACPA offers customized training. It’s a highly effective training solution - delivered right to you when and where you want it and provides you with a wide variety of advantages.

Contact SCACPA Associate Director Reva Brennan, MPA, CAE at (803)791-4181 x 103 or rbrennan@scacpa.org, or visit www.scacpa.org/onsitetraining.

Alternative CPE CUSTOMIZED ON-SITE TRAINING

Quality training that perfectly fits your individual needs. Balancing cost-effectiveness with the need to get relevant training in today's fast-paced business environment can be challenging. The South Carolina Association of CPAs offers a highly effective solution - delivering high-quality training to you when and where you want it. Visit www.scacpa.org/onsitetraining for more information or contact Reva Brennan at (888) 557-4814, ext. 103 or rbrennan@scacpa.org to discuss your needs.

SELF-STUDY

Online: SCACPA has partnered with Smart Pros to offer The Continuing Professional Education Center, and with Surgent to offer the Essential CPE Collection and Webinars on Demand. These companies offer hundreds of course titles and thousands of hours of accredited CPE. There are several subscriptions to choose from with a compelling collection of courses in accounting and auditing, taxation, management, personal development and more. For more details or to purchase, visit www.scacpa.org/ selfstudy. Traditional: If you prefer the traditional format of CD and text, these are still viable options for self-study. Simply contact the SCACPA office to receive a catalog at 888-557-4814, ext. 110.

SATELLITE SEMINARS

Business Professional Network (formerly ACPEN) produces between eight and twelve full-day programs that provide eight CPE credit hours (400 minutes) in the form of live, interactive video. These programs are beamed by satellite to up to five satellite downlinks in South Carolina. CPAs gather at these downlink sites, watch the live program and ask questions of panelists by calling in or faxing questions. If the prices at the pump are breaking your budget, try this CPE method in your local area. The 2011 locations for these seminars are Bluffton, Charleston, Columbia, Greenville and Myrtle Beach. Learn more about satellite seminars at www.scacpa.org/satelliteseminars.

WEBINARS (LIVE)

Webinars are growing as a source of CPE credit among our members. It doesn’t get any more convenient than this! Live, group-study webinars are taken right at your home or office computer. And you won’t miss a beat - you’ll still benefit from live interaction with an instructor and through the ability to ask questions during the presentation! Join the thousands of CPAs across the country who have taken advantage of this easy and convenient format! Learn more about this option at www.scacpa. org/webinars or search the online catalog at www.scacpa.org/ coursecatalog, under the advanced search option.

2011 SCACPA CONFERENCES Conferences offer a great variety of CPE any way you slice it! Mark your calendar for these dates to ensure you get the slices you want and need.

Nonprofit Conference April 28, Embassy Suites - Columbia Government and Benefit Plans Conference May 19, Marriott - Columbia Trusted Business Advisor Workshop May 20, SCACPA - West Columbia Emerging Leaders Conference August 18-19, TBD - Charleston CPAs in Business & Industry Conference October 13-14, Columbia Metropolitan Convention Center - Columbia Personal Financial Planning Conference October 20, SCACPA - West Columbia CPA Annual Summit combined with Tax and Technology Conferences November 3-4, Columbia Metropolitan Convention Center - Columbia Governmental Bonus Workshop November 15, Columbia Conference Center Columbia Women in Leadership Conference November 17, Embassy Suites - Columbia Accounting & Auditing Conference December 8-9, Marriott - Charleston CPA Practitioners’ & Accounting Educators’ Forum December 16, SC Pharmacy Association Columbia For details visit www.scacpa.org/conferences

Registration REGISTRANT INFORMATION

Course Code Date

Location

Fee

Name (Please Print) SCACPA Member # or other state CPA Society # AICPA # Firm/Organization Daytime Phone Fax Mobile Phone o Primary Phone

oSecondary Phone

Home Phone oPrimary Phone

oSecondary Phone Discounts are subject to verification

Address

Total

Note: Full payment must accompany registration.

PAYMENT INFORMATION City/State/ZIP Total Fees $_______ Email A participant list will be provided to registrants attending the events upon request. Please check the following box if you wish to opt out of the listing. o

Please indicate method of payment q Check: I have enclosed a check payable to SCACPA q Visa q MasterCard q American Express q Discover

CONFERENCE MATERIALS

q Choice Card: _______________ , ______________

o Electronic Materials: Please deduct $25 from your registration fee, and provide your e-mail address below. Materials will be provided approximately one week before the event. Note: This option is only available at conferences.

coupon number 1

coupon number 2

_______________ , ______________

coupon number 3 coupon number 5

coupon number 4 coupon number 6

Email (required)

REGISTRATIONS ACCEPTED Online www.scacpa.org/coursecatalog

Credit Card # Exp. Date

CCV (3-4 Digits)

q Firm Card q Personal Card

Mail SCACPA, 570 Chris Dr., West Columbia, SC 29169 Fax (803) 791-4196 credit card and Choice Card payments only

Name on Credit Card Signature

Date

SOUTH CAROLINA ASSOCIATION OF CPAs

Any Way You Slice It Quality and Variety CPE

APRIL - JUNE

2011 Spring CPE Schedule

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