2014 Washington Professional Education Catalog

Page 1

2014

Washington Professional Education Catalog

New !

LIVE Webcasts

from WSCPA Learning Center Look for this icon inside:

www.wscpa.org

INSIDE Member Resource Guide..... 4 Seminars & Conferences.....10 Webcasts & Webinars.........20 Index........................................33 Registration Form.................43



Member Resource Welcome! Guide Member Resource Guide

As we head into a new education season, I want to thank you for your continued support of WSCPA Professional Education. I am excited to share with you some new offerings for the coming year. As part of our continued effort to make CPE accessible in different formats, we have recently begun webcasting live from the WSCPA Learning Center. Now you can take advantage of some of the Society’s most popular classes even if you are unable to drive to Bellevue. Look for the “Webcast from WSCPA” icon starting on page 10. Plus, to meet your educational needs throughout the year, the WSCPA still offers hundreds of seminars, conferences, webcasts, webinars, in-house training, and selfstudy options. I encourage you to browse this catalog or the WSCPA website for all of the education programs available to you. My goal continues to be to provide you with the very best education experience. This includes making it easy and efficient for you to find programs where and when you need them. If you need assistance finding a course, please call the Society and a Member Services Representative will be glad to assist you. I wish you the best. Hayden Williams, CPA, CGMA WSCPA Vice President of Education

Washington Professional Education Catalog 2014

40+ new courses

265 seminars 11 conferences 285 webcasts 85 webinars

www.wscpa.org

Washington Professional Education Catalog 2014 | 3


Member Resource Guide

Member Resource Guide Are you are getting the most of your WSCPA membership? q Exclusive discounts ü q Member benefits ü q Volunteer opportunities ü and ways to get involved

Your membership in the WSCPA indicates your dedication to the profession and gives you access to resources to help you grow in your career. Are you taking advantage of all your membership has to offer? With a community of nearly 8,000 CPAs across the state, you can connect with others in the profession through: • • • • • •

Explore pages 5-9, and visit www.wscpa.org to learn more, or contact the Society at (425) 644-4800 or memberservices@wscpa.org.

Education - As you can tell from this catalog, a wide range of CPE options is available. In addition to CPE credits, full-day seminars and conferences include meals and time for mingling. Committees - Connect with others who have an interest in your area of expertise by joining a committee. Chapters - Many chapters provide local networking, opportunities to work with local students, and 1-2 hour CPE programs. Networking events - Join your fellow members for fun and casual networking that includes food and games to make it easier to get know each other. Grassroots advocacy - Typically, legislators are not CPAs. They welcome the input from members like you on critical issues affecting the profession. Get involved and help ensure the profession is strong and profitable. Social media - Connect with fellow members and participate in discussions on the WSCPA members-only LinkedIn group. Plus, follow the WSCPA on Facebook for notices and updates on various member events. Find the WSCPA on Facebook at WashingtonCPAs and WSCPAStudents.

Thank you for being a member of the WSCPA!

Amy O’Donnell,WSCPA Director of Member Services

Important Reminders Contact the WSCPA to: Contact the Washington State Board of Accountancy to: Update your name or address, telephone, e-mail, employer, member segments, fields of interest, chapter and communication delivery preference

If your license expires:

Change your name or address (required within 30 days) Check CPA license status and renew license Verify whether you need a firm license

Renewing Your CPA License June 30, 2015

Take 120 hours of CPE, including 4 hours of WA State ethics, by: Watch for a license notice from the State Board in: File and pay fee to renew your license by (to avoid late fees):

December 31, 2014 January 2015 April 30, 2015

June 30, 2016 December 31, 2015 January 2014 April 30, 2014

Washington State Board of Accountancy Website E-Mail Phone Fax Mailing address

www.cpaboard.wa.gov customerservice@cpaboard.wa.gov (360) 753-2586 (360) 664-9190 P.O. Box 9131 Olympia, WA 98507-9131

4 | Washington Professional Education Catalog 2014

www.wscpa.org


Member Resource Guide

Member Resource Guide

Advocacy

What does advocacy get you? •

Members and staff who work to ensure the CPA profession in Washington stays strong and profitable, while protecting the public.

Legislators who understand how their decisions may affect the profession.

Legislators who understand that CPAs touch and influence every sector of the economy.

Regulators who listen to and consider the profession’s concerns. Advocacy doesn’t cost. It pays.

www.wscpa.org/advocacy

Networking Events

Build your network WSCPA members are invited to attend the annual Golf Tournament (May 29), New Professional networking events, happy hours, and chapter networking events. Puget Sound May 14 Fare Start - Seattle June 26 Museum of History & Industry - A Night at the Museum - Seattle Aug 21 Members’ Reception - Woodmark Hotel - Kirkland Oct 23 Von Trapps Bocce Ball - Seattle

www.wscpa.org/networking

Social Media

Join the conversation!

Member discussions | News alerts Event photos and updates | Sample webcasts

www.wscpa.org www.wscpa.org

Spokane June 10 Aug 12 Oct 14 Nov 6

Happy Hour No-Li Brewhouse - Spokane Happy Hour No-Li Brewhouse - Spokane Happy Hour Twigs - Spokane Chateau Rive - Spokane

Job Board

Find a job or hire a CPA Whether you are looking for a job or need to hire a CPA, turn to the Job Board at www.wscpa.org. Employers can post a position, while job seekers can browse numerous job openings.

www.wscpa.org > Job Board Washington Professional Education Catalog 2014 | 5


Member Resource Guide

Member Resource Guide

Value CPE

Who knew you could save so much on CPE? Season Tickets and Coupon Books will stretch your CPE dollars

Member Discounts

Do payroll.

40

$1,050 40 CPE credits

Only $210 per 8-hour CPE program — at least 30% savings

Learn more online (scan code at left) or see page 9.

www.wscpa.org/value

Season Ticket

Take 1/3 of your required credits with the new Season Ticket 40!

Save a few dollars, or thousands

Ship.

Pocket the savings.

Payroll Services | Copiers | CPA Exam Review | CCH Publications | Group Insurance | Conferencing ... and more

www.wscpa.org/discounts

CPA Referral Service

Financial Education

Market your firm with the WSCPA CPA Referral Service

Volunteer and make a difference in your community

Potential clients learn about the CPA Referral Service via directories statewide, online directories, and Twitter. Enroll for only 48 cents/day.

Volunteer your expertise and time to increase the level of financial literacy in your community. WSCPA members help children and adults learn how to handle their finances, provide for family needs, avoid costly mistakes, and prepare for their futures. Get involved today!

www.wscpa.org > Find A CPA 6 | Washington Professional Education Catalog 2014

www.wscpa.org/finlit www.wscpa.org


Member Resource Guide Chapters

Connect with CPAs in your community Looking for ways to network with CPAs in your community? Get involved in activities in your local chapter area. Most chapters hold regular chapter meetings which offer CPE, as well as networking events.

www.wscpa.org/chapters South King County Chapter

Committees

Keep current on important issues affecting your profession Why should you join a WSCPA committee? Committee members enjoy interacting and building relationships with CPA colleagues, improving their skills, and exchanging valuable professional information. Choose from more than 15 committees. New Professionals Committee

www.wscpa.org/committees

Free Federal Tax Podcasts

Calling all tax practitioners Get up-to-date news on federal tax legislation, court cases and other developments with a weekly “Federal Tax Update� podcast. Become more informed in federal tax legislation with this valuable resource.

www.wscpa.org/more/podcasts www.wscpa.org

Washington Professional Education Catalog 2014 | 7


Member Resource Guide

2 0 1 4 C o n fe re nce s

Washington State Tax Conference May 19 | Seattle Healthcare Conference May 20 | Bellevue Women’s Leadership Summit June 3 | Bellevue Farm Tax Conference August 14 | Kennewick Northwest Accounting Educators Conference September 2-3 | Seattle Business & Management Conference September 22 | Bellevue Pacific NW Construction Industry Conference October 23-24 | Seattle Accounting & Auditing Conference October 30 | Seattle Pacific Tax Institute October 30-31 | Seattle Not-For-Profit Conference November 20-21 | Seattle

Register now! www.wscpa.org/conferences 8 | Washington Professional Education Catalog 2014

Fraud Conference December 5 | Bellevue Information Technology Conference December 8-9 | Bellevue www.wscpa.org


Value CPE

Who knew you could save so much on CPE? Season Ticket

40

Season Ticket

$1,050 40 CPE credits

Coupon Books

80

80

$2,390 80 CPE credits

Only $210 per 8-hour CPE program — at least 30% savings

Only $164.50* per 8-hour CPE program — at least 42% savings

Save $460+ on 80 credits — 20% on each 8-hour CPE program

Take 1/3 of your required credits with the new Season Ticket 40!

Save $100 if purchased by June 30.

The cost-effective way for organizations to provide staff training.**

For individuals

Value CPE

Season Ticket

40

For organizations

Season Ticket

80

Coupon Book

80

Which option is right for you?

Take up to 40 credits between June 1, 2014 and May 31, 2015

P

Take up to 80 credits between June 1, 2014 and May 31, 2015 Attend any seminar, conference or webcast

***

P P

Register for 6 programs at a time

P

P P

4 and 8 hour only

P

Register for up to 40 hours at a time

P

No add-on fees for conferences or special programs

P

P

P

Share with team members, colleagues or friends

P

Purchase multiple books

P

* Season Ticket 80 is $1,745 after June 30, 2014. ** Coupon Books may be purchased by non-Season Ticket holders. *** Excludes chapter programs.

Order today! www.wscpa.org/value | (425) 644-4800


Seminars & Conferences

Register at www.wscpa.org or page 43 Fees

Date

Event

Code

For more information, enter code in catalog at www.wscpa.org

New CPE programs are added regularly to the online catalog: www.wscpa.org/CPE/catalog Questions? Need assistance finding a CPE program? Call (800) 272-8273 (Toll-free in WA) or (425) 644-4800.

A&A PFP Ethics GNP MG

WSCPA Member Fee

NonMember Fee

Accounting and Auditing Estate/Financial Planning Ethics Government / NFP Management

AICPA Member Discount PD SK TAX TEC

Facility

Subject Key

Personal Development Specialized Knowledge Taxation Technology

Fees Date

Event

Code

WSCPA Member Fee

NonMember Fee

For more information, enter code in catalog at www.wscpa.org

AICPA Member Discount

Facility

Bellevue May 12

8

More QuickBooks for the Accounting Professional, 8AM-4PM

14COMQB203

255

330

WSCPA

TEC

May 13

8

Excel Tips, Tricks & Functions, 8AM-4PM

14COMEXF03

255

330

WSCPA

TEC

May 14

8

Excel Pivot Tables, 8AM-4PM

14COMEXP05

255

330

WSCPA

TEC

ç May 14

8

Mastering Budget Applications: Mastering Budgeting and Avoiding the Pitfalls, 8AM-4PM

14MAPB

290

365

WSCPA

MG

May 15

4

Working Trial Balance with Excel, 8-11:30AM

14COMEW402

115

150

WSCPA

TEC

May 15

4

Ratio Analysis with Excel, 12:30-4PM

14COMER402

115

150

WSCPA

TEC

ç May 15

8

Plug Your Profit Leaks: Ways to Significantly Save Time and Money, 8AM-4PM

14PYPL

290

365

-30

WSCPA

MG

-30

Webcast also available May 15

1.5 S Hot State Tax Developments, 7:30-9AM l

-30

14WEBPYPL

255

330

14CHBAMA1

35

40

McCormick & Schmick’s

Webcast TAX

May 16

8

Importing & Exporting Data with QuickBooks, 8AM-4PM

14COMQBI02

255

330

WSCPA

TEC

May 16

8

CFO Series - Valuation, Acquisitions, Capital Projects and Leveraged Buyouts, 8AM-4PM

14CFOSV02

290

365

WSCPA

MG

Webcast also available

14WEBCFOSV

255

330

May 19-20

16

How to Conduct a Review Under the AICPA Practice Monitoring Program, 8AM-4PM

14HCRPM

485

600

-60

WSCPA

A&A

May 20

8

Revenue Recognition: Getting the New Standard Right, 8AM4PM

14RRNS04

290

365

-30

WSCPA

A&A

May 20

8

Healthcare Conference, 8AM-4:40PM

14HCC

270

345

Meydenbauer Center

SK

May 21

8

OCBOA Financial Statements Preparation and Reporting, 8AM4PM

14CTB02

290

365

-30

WSCPA

A&A

May 22

8

Update for Accountants and Auditors: Latest Developments, 8AM-4PM

14AUAA04

290

365

-30

WSCPA

A&A

Webcast also available

14WEBAUAA

255

330

-30

Webcast

May 23

8

Webcast

CFO Series - Financing a Privately Owned Company, 8AM-4PM

14CFOSP01

290

365

WSCPA

Webcast also available

14WEBCFOSP

255

330

Webcast

May 28

8

Trusted Business Adviser Workshop II, 8AM-4PM

14TAW2

290

365

WSCPA

MG

May 29

8

Compilation and Review Standards: the Annual Update and Review by Walter Haig, 8AM-4PM

14CRUR08

310

385

WSCPA

A&A

May 30

8

Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and Special Purpose Frameworks by Walt Haig, 8AM-4PM

14GOSME08

310

385

WSCPA

A&A

Jun 3

8

Jun 3

8 6 Women’s Leadership Summit, 8:30AM-4:45PM

Jun 4

8

Jun 9

8

Y Governmental Accounting and Reporting, 8AM-4PM

Y Governmental and Nonprofit Update, 8AM-4PM Audits of 401(k) Plans, 8AM-4PM

ç New |  non-tech credits |

15GARJN

295

370

15WLS

305

380

-30

MG

-30

WSCPA

GNP

Meydenbauer Center

MG

15GNAUJN

295

370

-30

WSCPA

GNP

15AFKPJN

295

370

-30

WSCPA

A&A

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

10 | Washington Professional Education Catalog 2014 www.wscpa.org


Seminars & Conferences

Register at www.wscpa.org or page 43

Fees Date

Event

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Facility

Jun 10

8

Audit Workpapers: Documenting and Reviewing Field Work, 8AM-4PM

15AUDWJN

295

370

-30

WSCPA

A&A

Jun 10

8

Auditing Employee Benefit Plans, 8AM-4PM

15EBPEJN

295

370

-30

WSCPA

A&A

Webcast also available

15WBWEBPE

265

340

-30

Webcast

ç Jun 11

8

Group Audits: Clarifying the Complexities, 8AM-4PM

15GAUDJN

295

370

-30

WSCPA

A&A

Jun 12

8

Financial Reporting Framework for SMEs, 8AM-4PM

15FRFSJN

295

370

-30

WSCPA

A&A

Jun 13

8

Real Estate Accounting and Auditing, 8AM-4PM

15REAAJN

295

370

-30

WSCPA

A&A

Webcast also available

15WBWREAA

265

340

-30

Webcast

Jun 19

8

Y Accounting and Reporting Practices of Not-for-Profit Organizations, 8AM-4PM

15FSNPOJN

295

370

-30

WSCPA

GNP

Jun 20

8

Y Advanced Auditing of HUD Assisted Projects, 8AM-4PM

15EOAHUDJN

295

370

-30

WSCPA

GNP

Jun 23

8

Advanced Excel, 8AM-4PM

15ADEJN

295

370

WSCPA

TEC

Jun 23

8

Auditing Defined Contribution Plans, 8AM-4PM

15AEMPJN

295

370

-30

WSCPA

A&A

Webcast also available

15WBWAEMP

265

340

-30

Webcast

Jun 24

8

FASB Review: Common GAAP Issues Impacting All CPAs, 8AM-4PM

15FRUJN

295

370

-30

WSCPA

Webcast also available

15WBWFRU

265

340

-30

Webcast

Jun 24

8

Technology for CPAs - Don’t Get Let Behind, 8AM-4PM

15TECJN

295

370

WSCPA

TEC

Jun 25

4

E Washington CPA Regulatory Ethics by James Rigos (A WA Requirement), 8-11:30AM

15ETJRJN25

185

220

WSCPA

Ethics

Jun 26

8

Obama Health Care Bill & Other Federal Income Tax Update, 8AM-4PM

15PPACPAJN

295

370

WSCPA

TAX

Jun 27

8

Passive Activities & Rental Real Estate Income Tax Issues, 8AM-4PM

15PAREJN

295

370

WSCPA

TAX

Jun 30

8

Upcoming Peer Review: Is Your Firm Ready?, 8AM-4PM

15SNPRJN

295

370

WSCPA

A&A

Jul 8

8

Compilation and Review Standards: the Annual Update and Review by Walter Haig, 8AM-4PM

15CRURJL

315

390

WSCPA

A&A

Webcast also available

15WBWCRURJ

285

360

Webcast

-30

A&A

Jul 9

8

Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and Special Purpose Frameworks by Walt Haig, 8AM-4PM

15ASURJL

315

390

WSCPA

A&A

Jul 17

8

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement, 8AM-4PM

15DRMMJL

310

385

WSCPA

TAX

Webcast also available

15WBWDRMM

280

355

Webcast

The Best Income Tax, Estate Tax and Financial Planning Ideas for 2014, 8AM-4PM

15IEFPJL

310

385

WSCPA

Webcast also available

15WBWIEFP

280

355

Webcast

Surgent McCoy’s Comprehensive Guide to Tax Depreciation, Amortization and Property, 8AM-4PM

15TDAPJL

310

385

WSCPA

Webcast also available

15WBWTDAP

280

355

Webcast

Social Security, Medicare and Prescription Drug Retirement Benefits, 8AM-4PM

15SSRBJL

310

385

WSCPA

Webcast also available

15WBWSSRB

280

355

Webcast

Jul 18

Jul 28

Jul 29

8

8

8

TAX

TAX

Aug 4

8

Advanced Business Law for CPAs, 8AM-4PM

15ABLTAU

295

370

WSCPA

MG

ç Aug 5

8

Advanced Tax Practice, 8AM-4PM

15ATPAU

300

375

WSCPA

TAX

Webcast also available

15WBWATP

270

345

Webcast

Aug 5

8

Forensic Accounting: Fraudulent Reporting and Concealed Assets, 8AM-4PM

15FAFRAU

295

370

Aug 6

8

Annual Accounting Update and Review for Accountants in Industry, 8AM-4PM

15AAUDIAU

295

370

ç New |  non-tech credits |

www.wscpa.org

-30

TAX

-30

WSCPA

A&A

WSCPA

A&A

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

Washington Professional Education Catalog 2014 | 11


Seminars & Conferences

Register at www.wscpa.org or page 43 Fees

Date

Event

Aug 6

8

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Facility

New “Repair Regs” - Sec. 263, 8AM-4PM

15NRRAU

300

375

WSCPA

Webcast also available

15WBWNRR

270

345

Webcast

TAX

Aug 7

8

Financial Statement Analysis - A Realistic Approach, 8AM-4PM

15FSAAU

295

370

WSCPA

A&A

Aug 12-13

16

Partnership Taxation, 8AM-4PM

15PTSAU

505

620

WSCPA

TAX

Aug 14

8

Critical Tools for Today’s Controller and CFO, 8AM-4PM

15CDLTAU

295

370

-30

WSCPA

MG

Webcast also available

15WBWCDLT

265

340

-30

Webcast

Financial Statement Analysis: Basis for Management Advice, 8AM-4PM

15FSABMAU

295

370

-30

WSCPA

Webcast also available

15WBWFSABM

265

340

-30

Webcast

Aug 15

8

A&A

ç Aug 18

8

Excel for Accounting and Finance Professionals: Level 1, 8AM-4PM

15EAP1AU

295

370

-30

WSCPA

TEC

ç Aug 19

8

Excel for Accounting and Finance Professionals: Level 2, 8AM-4PM

15EAP2AU

295

370

-30

WSCPA

TEC

Aug 20

8

Internal Control: Essentials for Accountants, and Auditors, 8AM-4PM

15ICDADAU

295

370

-30

WSCPA

A&A

Webcast also available

15WBWICDAD

265

340

-30

Webcast

ç Aug 21

8

Preventing and Detecting Identity Theft, 8AM-4PM

15IDENTAU

295

370

-30

WSCPA

Webcast also available

15WBWIDENT

265

340

-30

Webcast

Aug 22 Aug 25

8 8

Forensic Accounting Investigative Practices, 8AM-4PM

15FAIPAU

295

370

-30

WSCPA

Webcast also available

15WBWFAIP

265

340

-30

Webcast

Passive Activity Losses A to Z, 8AM-4PM

15PALAU

295

370

WSCPA

A&A A&A TAX

ç Aug 26

4

Installment Sales in Depth, 8-11:30AM

15ISDAU

150

185

WSCPA

TAX

Aug 26

4

Unraveling the At Risk Rules, 12:30-4PM

15UARAU

150

185

WSCPA

TAX

Aug 27

8

Washington Tax and New Developments by Mark Hugh, 8AM-4PM

15WSTXAU

295

370

WSCPA

TAX

Webcast also available

15WBWWSTX

265

340

Webcast

The Top Business Tax Mistakes Practitioners Make and How to Fix Them, 8AM-4PM

15BTBBAU

310

385

WSCPA

Webcast also available

15WBWBTBB

280

355

Webcast

Surgent McCoy’s Handbook for Mastering Basis, Distributions and Loss Limitation Issues, 8AM-4PM

15HMBIAU

310

385

WSCPA

Webcast also available

15WBWHMBI

280

355

Webcast

Aug 28

Aug 29

8

8

Y Not-for-Profit Accounting and Auditing Update, 8AM-4PM

TAX

TAX

Sep 3

8

15NAUST

295

370

-30

WSCPA

GNP

Sep 5

8

Update for Accountants and Auditors, 8AM-4PM

15AUAAST

295

370

-30

WSCPA

A&A

Sep 8

8

Using Technology to Improve Small Business Internal Controls and to Prevent and Detect Fraud, 8AM-4PM

15ITCST

295

370

WSCPA

TEC

Sep 9

8

Compilation and Review Standards: the Annual Update and Review by Walter Haig, 8AM-4PM

15CRURST

315

390

WSCPA

A&A

Webcast also available

15WBWCRURS

285

360

Webcast

Sep 9

8

Excel Tips, Tricks and Techniques for Accountants, 8AM-4PM

15EXLST

295

370

WSCPA

TEC

Sep 10

8

Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and Special Purpose Frameworks by Walt Haig, 8AM-4PM

15ASURST

315

390

WSCPA

A&A

ç Sep 11

8

The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Roadblocks Using Analytical Procedures by Walter Haig, 8AM-4PM

15BFHCST

315

390

WSCPA

A&A

Sep 15

8

Advanced Controller and CFO Skills, 8AM-4PM

15ACCSST

295

370

-30

WSCPA

MG

-30

Sep 16

8

Financial Forecasting: Planning for Success, 8AM-4PM

15FFMDST

295

370

Sep 17

8

Larry Stein’s Essential Moves And Strategies For Retirement Wealth, 8AM-4PM

15LSRWST

300

375

ç New |  non-tech credits |

WSCPA

MG

WSCPA

TAX

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

12 | Washington Professional Education Catalog 2014 www.wscpa.org


Seminars & Conferences

Register at www.wscpa.org or page 43

Fees Date

Event

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Facility

Sep 18

8

Larry Stein’s Technical Strategies to Establish and Grow Your Eldercare, Retirement and Estate Planning Practice, 8AM-4PM

15LSPLST

300

375

WSCPA

TAX

Sep 22-23

16

Surgent’s Audit Skills Training - Level I - New Hire, 8AM-4PM

15AUD1ST

515

630

WSCPA

A&A

Sep 22

8

Business & Management Conference, 8AM-5PM

15BAM

255

330

Meydenbauer Center

MG

Sep 23

4

College Financial Aid - The Best Kept Secret in America, 8-11:30AM

15CFAST

115

150

WSCPA

SK

Webcast also available

15WBWCFA

110

145

Webcast

15ETMHST24

185

220

WSCPA

Ethics

IT Risks and Controls in current and Emerging Environments, 8AM-4PM

15ITRCST

295

370

-30

WSCPA

A&A

Sep 24

4

E Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement), 8-11:30AM

ç Sep 25

8

Webcast also available

15WBWITRC

265

340

-30

Webcast

Sep 26

8

Common Frauds and Internal Controls for Revenue, Purchasing, and Cash Receipts, 8AM-4PM

15CFICST

295

370

-30

WSCPA

Webcast also available

15WBWCFIC

265

340

-30

Webcast

Sep 26

8

Form 990: A Comprehensive Approach to Accurate Preparation, 8AM-4PM

15EOF990ST

295

370

-30

WSCPA

TAX

Sep 29-30

16

Surgent’s Audit Skills Training - Level II - Staff Accountant, 8AM-4PM

15AUD2ST

515

630

WSCPA

A&A

A&A

ç Sep 29

8

Clarified Auditing Standards: What You Need to Know, 8AM-4PM

15CLARST

295

370

-30

WSCPA

A&A

Sep 30

8

FASB Review for Business & Industry, 8AM-4PM

15FASBIST

295

370

-30

WSCPA

A&A

Oct 2

8

Y Case Studies in Not-for-Profit Accounting and Auditing, 8AM-4PM

15CNFPOC

295

370

-30

WSCPA

GNP

Oct 3

8

Y Accounting and Reporting Practices of Not-for-Profit Organizations, 8AM-4PM

15FSNPOOC

295

370

-30

WSCPA

GNP

Oct 6-7

16

Annual Accounting and Auditing Workshop, 8AM-4PM

15AAUWOC

505

620

-60

WSCPA

A&A

Oct 6

8

Excel PivotTables for Accountants, 8AM-4PM

15EPTOC

295

370

WSCPA

TEC

ç Oct 7

8

PDF Documents - Beyond the Basics, 8AM-4PM

15PBBOC

295

370

WSCPA

TEC

Oct 8

8

Advanced Business Law for CPAs, 8AM-4PM

15ABLTOC

295

370

-30

WSCPA

MG

Oct 9-10

16

SEC Reporting, 8AM-4PM

15SECROC

505

620

-60

WSCPA

A&A

Oct 14

8

Annual Update for Controllers, 8AM-4PM

15SKSBOC

295

370

-30

WSCPA

MG

Webcast also available

15WBWSKSB

265

340

-30

Webcast

ç Oct 15

8 8

Toolkit of Best Practices for Today’s Controller and Financial Manager, 8AM-4PM

15TKBPOC

295

370

-30

WSCPA

Webcast also available

15WBWTKBP

265

340

-30

Webcast

Oct 16

8

Guide to Business Combinations, Goodwill and Other Consolidation Issues, 8AM-4PM

15AGCOC

295

370

-30

WSCPA

A&A

Oct 16

8

Compilation and Review Standards: the Annual Update and Review by Walter Haig, 8AM-4PM

15CRUROC

315

390

WSCPA

A&A

Webcast also available

15WBWCRURO 285

360

Webcast

Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and Special Purpose Frameworks by Walt Haig, 8AM-4PM

15ASUROC

390

WSCPA

Oct 17

8

Oct 17

8

Oct 20

8

Oct 20

8

Oct 21

8

Revenue Recognition, 8AM-4PM Y Frequent Frauds Found in Governments and Not-For-Profits, 8AM-4PM

15RRNSOC

295

370

-30

WSCPA

A&A

295

370

-30

WSCPA

GNP TAX

International Taxation: To and From the United States, 8AM-4PM

15ITTFOC

295

370

-30

WSCPA

15WBWITTF

265

340

-30

Webcast

15COMBOC

295

370

-30

WSCPA

ç New |  non-tech credits |

A&A

15FFGNOC

Webcast also available Y Comprehending OMB Circular A-133, 8AM-4PM

www.wscpa.org

315

MG

GNP

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

Washington Professional Education Catalog 2014 | 13


Seminars & Conferences

Register at www.wscpa.org or page 43 Fees

Date

Event

Oct 21 Oct 22

8 8

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Facility

Multistate Income Tax, 8AM-4PM

15MITOC

295

370

-30

WSCPA

Webcast also available

15WBWMIT

265

340

-30

Webcast

Annual Tax Update: Individuals and Sole Proprietors, 8AM-4PM

15TSUIOC

295

370

-30

WSCPA

Webcast also available

15WBWTSUI

265

340

-30

Webcast

TAX TAX

Oct 27

8

Obama Health Care Bill & Other Federal Income Tax Update, 8AM-4PM

15PPACPAOC

295

370

WSCPA

TAX

Oct 28

8

Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis, 8AM-4PM

15BCADOC

295

370

WSCPA

TAX

Oct 28

8

Oct 29

8

The Complete Guide to Payroll Taxes and 1099 Issues, 8AM-4PM 15CGPTOC Y Yellow Book: Government Auditing Standards, 8AM-4PM

15EOYBOC

310

385

295

370

-30

WSCPA

TAX

WSCPA

GNP

ç Oct 29

8

Compilation and Review Engagement Fundamentals, 8AM-4PM

15FCREOC

295

370

-30

WSCPA

A&A

Oct 30

8

Statement of Cash Flows: Preparation and Presentation, 8AM-4PM

15FCFSOC

295

370

-30

WSCPA

A&A

Oct 31

8

Y Applying OMB Circular A-133 to Not-for-Profit and Governmental Organizations, 8AM-4PM

15EOOMBOC

295

370

-30

WSCPA

GNP

Oct 31

8

Alternatives to GAAP - Using Special Purpose Frameworks, 8AM-4PM

15CTBOC

295

370

-30

WSCPA

A&A

Nov 3

8

Construction Contractors: Accounting, Auditing and Tax, 8AM-4PM

15CAATNV

295

370

-30

WSCPA

A&A

Nov 3

8

Larry Stein’s Getting Ready For Tax Season - Business Clients, 8AM-4PM

15LSGBNV

300

375

WSCPA

TAX

Nov 4

8

Identifying Fraudulent Financial Transactions, 8AM-4PM

15FEFFTNV

295

370

WSCPA

A&A

Nov 4

8

Larry Stein’s New Strategies for Your Form 1065 - Entities, LLCs, LLPs and More, 8AM-4PM

15LSPTNV

300

375

WSCPA

TAX

Nov 5

8

Advanced FASB Review: Complex GAAP Issues, 8AM-4PM

15AFASBNV

295

370

WSCPA

A&A

Nov 5

8

Proposed Accounting for Leases and Revenue Recognition: What it Means to Your Firm/Company, 8AM-4PM

15ALRRNV

295

370

WSCPA

A&A

Nov 6

8

Fair Value Accounting, 8AM-4PM

15FVANV

295

370

-30

WSCPA

A&A

ç Nov 6

8

Slashing Taxes for Your Small Business Clients: Corporations, Partnerships & LLCs, 8AM-4PM

15STSBNV06

295

370

-30

WSCPA

TAX

Nov 7

8

IFRS vs. GAAP: What are the Differences?, 8AM-4PM

15IUSANV

295

370

-30

WSCPA

A&A

-30

Nov 10

4

E Rules Regulations and Ethics for CPAs in Washington by Thomas Neill (A WA Requirement), 8-11:30AM

ç Nov 11

8

ç Nov 11

Webcast also available

15WBWIUSA

265

340

15ETTNNV10

185

220

Internal Control Best Practices for Small and Medium-Sized Entitles, 8AM-4PM

15ICSMNV

295

370

8

Succession Planning for CPAs: Sell, Merge or Be Bought out by Your Team? 8AM-4PM

15SPCNV

295

370

ç Nov 12

8

Digging Deeper with Data Analysis, 8AM-4PM

15DDDANV

295

370

ç Nov 12

8

Future Success: Building the CPA Firm for the 21st Century, 8AM-4PM

15FSNV

295

Nov 13

8

Excel Best Practices, 8AM-4PM

15EBPNV

295

-30

-30

Webcast WSCPA

Ethics

WSCPA

A&A

WSCPA

SK

WSCPA

A&A

370

WSCPA

SK

370

WSCPA

TEC

-30

-30

ç Nov 13

4

Interest Expense in Depth, 8-11:30AM

15IEDNV

150

185

WSCPA

TAX

Nov 13

4

Imputed Interest and Original Issue Discount, 12:30-4PM

15II0NV

150

185

WSCPA

TAX

Nov 14

4

Character of Income, 12:30-4PM

15COINV

150

185

WSCPA

TAX

Nov 14

8

QuickBooks for Accountants, 8AM-4PM

15QBPNV

295

370

WSCPA

TEC

Nov 14

4

Section 83 - Property for Services, 8-11:30AM

15S83NV

150

185

WSCPA

TAX

Nov 17

8

CFO Series - Bank Financing and Financial Statement Analysis, 8AM-4PM

15CFOSBNV

295

370

WSCPA

MG

Nov 17

8

New “Repair Regs” - Sec. 263, 8AM-4PM

15NRRNV

300

375

WSCPA

TAX

ç Nov 18

8

Creating Great Budgets: Maximizing Profits, People, and Power, 8AM-4PM

15CSCBNV

295

370

WSCPA

MG

ç New |  non-tech credits |

-30

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

14 | Washington Professional Education Catalog 2014 www.wscpa.org


Seminars & Conferences

Register at www.wscpa.org or page 43

Fees Date

Event

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Facility

Nov 18

8

Preparing Complex 1040s, 8AM-4PM

15PCRNV

300

375

WSCPA

TAX

Nov 19

8

Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065), 8AM-4PM

15FTUBNV

295

370

WSCPA

TAX

Nov 19

8

Lean Accounting: Higher Profits by Streamlining Operations, 8AM-4PM

15LAMANV

295

370

WSCPA

MG

-30

Nov 20

4

Discharge of Debt Rules, 8-11:30AM

15DODRNV

150

185

WSCPA

TAX

Nov 20

4

Vacation Home, Business Use of Home and Hobby Losses, 12:30-4PM

15VHBNV

150

185

WSCPA

TAX

Nov 20

8

Washington State Community Property and Estate Tax Law Update, 8AM-4PM

15WKCPNV20

295

370

WSCPA

TAX

Nov 21

8

Like-Kind Exchanges and Involuntary Conversions, 8AM-4PM

15EXCHNV

295

370

WSCPA

TAX

Nov 24

8

Create Reports that Matter: Financial Reporting - Turn Information into Action, 8AM-4PM

15CRMNV

295

370

WSCPA

MG

Nov 24

8

What’s next: 10 Success Factors to Best Manage Retirement, 8AM-4PM

15WNSFNV

295

370

WSCPA

SK

Nov 25

8

Only Financial Officer - Skills for Smaller Company Financial Managers, 8AM-4PM

15OFONV

295

370

WSCPA

MG

Dec 1

8

Alternative Minimum Tax (AMT), 8AM-4PM

15AMTDE

300

375

WSCPA

TAX

Dec 1

8

Washington Tax and New Developments by Mark Hugh, 8AM4PM

15WSTXDE01

295

370

WSCPA

TAX

Dec 2

8

The Best S Corporation, Limited Liability and Partnership Update Course, 8AM-4PM

15BCPEDE

310

385

WSCPA

TAX

Tax Staff Training - Level 2 - Business, 8AM-4PM

15TSTBDE

515

630

WSCPA

TAX TAX

Dec 2-3 16 Dec 3 ç Dec 4

8 8

Tips and Tricks for Handling IRS Disputes, 8AM-4PM

15DIRSDE

295

370

-30

WSCPA

Webcast also available

15WBWDIRS

265

340

-30

Webcast

Annual Tax Update: Corporations and Pass-Through Entitles, 8AM-4PM

15ATCPDE

295

370

-30

WSCPA

Dec 4

4

Dec 5

4

E Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement), 8-11:30AM

What Board Treasurer’s Need to Know, 8-11:30AM

Dec 5

8

Dec 8

8

Dec 8-9 16

Fraud Conference, 8AM-4:20PM

Dec 10

8 8

15WBWTNDE

145

180

WSCPA

GNP

15ETMHDE05

185

220

WSCPA

Ethics

15FDC

270

345

Meydenbauer Center

SK

Advanced Tax Strategies for LLCs and Partnerships, 8AM-4PM

15DTTDE

295

370

WSCPA

TAX

Partnership Taxation, 8AM-4PM

15PTSDE

505

620

WSCPA

TAX

15ITC

615

690

Meydenbauer Center

TEC TAX

Dec 8-9 16  Information Technology Conference, 8AM-4PM ç Dec 9

TAX

-30

Taxation for Individuals Living Abroad, 8AM-4PM

15TILADE

295

370

-30

WSCPA

Webcast also available

15WBWTILA

265

340

-30

Webcast

CFO Series - Financial Statement and Cash Flow Forecasting and Modeling, 8AM-4PM

15CFOSFDE

295

370

WSCPA

Webcast also available

15WBWCFOSF

265

340

Webcast

MG

ç Dec 10

8

Fundamentals of Trusts: What You Need to Know, 8AM-4PM

15FATDE

295

370

-30

WSCPA

TAX

ç Dec 15

8

Gaining and Sustaining a Competitive Advantage: Keys to Boost the Bottom Line, 8AM-4PM

15GSCADE

295

370

-30

WSCPA

MG

Dec 15

8

Passive Activity Losses A to Z, 8AM-4PM

15PALDE

295

370

WSCPA

TAX

Dec 16

8

Fiduciary Income Tax Returns - Form 1041 Workshop, 8AM-4PM

151041DE

310

385

WSCPA

TAX

Dec 16

4

Imputed Interest and Original Issue Discount, 8-11:30AM

15II0DE

150

185

WSCPA

TAX

Dec 16

4

Unraveling the At Risk Rules, 12:30-4PM

15UARDE

150

185

WSCPA

TAX

Dec 17

8

Form 990: A Comprehensive Approach to Accurate Preparation, 8AM-4PM

15EOF990DB

295

370

WSCPA

TAX

ç New |  non-tech credits |

www.wscpa.org

-30

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

Washington Professional Education Catalog 2014 | 15


Seminars & Conferences

Register at www.wscpa.org or page 43 Fees

Date

Event

Code

WSCPA Member Fee

NonMember Fee

For more information, enter code in catalog at www.wscpa.org

AICPA Member Discount

Facility

Dec 18-19

16

Accounting and Reporting Standards: An Update and Review of GAAP, Special Purpose Frameworks, Comp, Review, and Auditing Standards by Walter Haig, 8AM-4PM

15ARSURDE

570

685

WSCPA

A&A

Dec 22

8

Auditing Standards Update and Review by Walter Haig, 8AM-4PM

15AUURDE

315

390

WSCPA

A&A

Dec 22

8

S Corporations: Key Issues, Compliance, and Tax Strategies, 8AM-4PM

15SCORPDE

295

370

-30

WSCPA

TAX

Webcast also available

15WBWSCORP

265

340

-30

Webcast

Dec 23

8

Hottest Tax Topics for 2014, 8AM-4PM

15HOTDE

295

370

-30

WSCPA

Webcast also available

15WBWHOT

265

340

-30

Webcast

TAX

Dec 23

8

The Personal Financial Health Checkup: A Process on How to Become Financially Self-Sufficient by Walter Haig, 8AM-4PM

15PFHCDE

315

390

WSCPA

A&A

Dec 29

8

Compilation and Review Standards: the Annual Update and Review by Walter Haig, 8AM-4PM

15CRURDE

315

390

WSCPA

A&A

Dec 30

8

Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and Special Purpose Frameworks by Walt Haig, 8AM-4PM

15ASURDE

315

390

WSCPA

A&A

Dec 31

8

The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Roadblocks Using Analytical Procedures by Walter Haig, 8AM-4PM

15BFHCDE

315

390

WSCPA

A&A

Jan 8

8

Preparing Individual Tax returns for New Staff and ParProfessionals, 8AM-4PM

15PITRJA

310

385

WSCPA

TAX

Jan 9

8

The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation, Federal Income Tax Returns, 8AM-4PM

15PLPSJA

310

385

WSCPA

TAX

Jan 26

8

2014 Tax Advisors Update, 8AM-4PM

15BTAUJA

345

420

Meydenbauer Center

TAX

Jan 27

8

The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Roadblocks Using Analytical Procedures by Walter Haig, 8AM-4PM

15BFHCJA

315

390

WSCPA

A&A

Jan 28

8

Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and Special Purpose Frameworks by Walt Haig, 8AM-4PM

15ASURJA

315

390

WSCPA

A&A

Jan 29

8

Compilation and Review Standards: the Annual Update and Review by Walter Haig, 8AM-4PM

15CRURJA

315

390

WSCPA

A&A

Jan 30

8

The Personal Financial Health Checkup: A Process on How to Become Financially Self-Sufficient by Walter Haig, 8AM-4PM

15PFHCJA

315

390

WSCPA

A&A

Jan 30

8

TAX

ç Mar 17

8

Mar 18

8

Mar 19

4

Mar 20

8

Mar 23

8

Mar 24

8

AICPA’s Annual Federal Tax Update, 8AM-4PM

15PTUJA

295

370

-30

WSCPA

Webcast also available

15WBWPTU

265

340

-30

Webcast

The New Controllership: Keys to Boosting Corporate Performance, 8AM-4PM

15CCOFMR

295

370

-30

WSCPA

-30

Financial Forecasting: Planning for Success, 8AM-4PM

MG

15FFMDMR

295

370

WSCPA

MG

15ETJRMR19

185

220

WSCPA

Ethics

CFO Series - Valuation, Acquisitions, Capital Projects and Leveraged Buyouts, 8AM-4PM

15CFOSVMR

295

370

WSCPA

MG

Webcast also available

15WBWCFOSV

265

340

Advanced Controller and CFO Skills, 8AM-4PM

15ACCSMR

295

370

Webcast also available

15WBWACCS

265

340

Creating Great Budgets: Maximizing Profits, People, and Power, 8AM-4PM

15CSCBMR

295

370

Webcast also available

15WBWCSCB

265

340

E Washington CPA Regulatory Ethics by James Rigos (A WA Requirement), 8-11:30AM

Webcast -30

WSCPA

MG

Webcast -30

WSCPA

MG

Webcast

ç Mar 24

8

Excel Financial Reporting and Analysis, 8AM-4PM

15EFRMR

295

370

WSCPA

TEC

ç Mar 25

8

PDF Documents - Beyond the Basics, 8AM-4PM

15PBBMR

295

370

WSCPA

TEC

ç New |  non-tech credits |

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

16 | Washington Professional Education Catalog 2014 www.wscpa.org


Seminars & Conferences

Register at www.wscpa.org or page 43

Fees Date

Event

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Facility

Mar 30

8

Annual Accounting Update and Review for Accountants in Industry, 8AM-4PM

15AAUDIMR

295

370

WSCPA

A&A

Mar 31

8

Financial Statement Presentation and Disclosure - A Realistic Approach, 8AM-4PM

15FSPDMR

295

370

WSCPA

A&A

ç Apr 21

8

Excel-Based Dashboards, 8AM-4PM

15EBDAP

295

370

WSCPA

TEC

Apr 22

8

Cloud Computing, 8AM-4PM

15CLCAP

295

370

WSCPA

TEC

Apr 23

8

Annual Financial Management Spotlight: 4 Current Topics, 8AM-4PM

15AFMSAP

295

370

WSCPA

MG

Apr 24

8

Chief Financial Officer - Executive Level Skills for Financial Managers, 8AM-4PM

15CFOAP

295

370

WSCPA

MG

May 8

8

CFO Series - Financing a Privately Owned Company, 8AM-4PM

15CFOSPAP

295

370

WSCPA

MG

May 15

8

Real-World Fraud: War Stories from the Front Lines, 8AM-4PM

15RWFRAP

310

385

WSCPA

MG

May 16

8

Current Developments and Best Practices for Today’s CFOs and Controllers, 8AM-4PM

15TFCOAP

310

385

WSCPA

MG

ç May 18-19

16

Excel Boot Camp: Two Days of Intensive Excel Training, 8AM-4PM

15EBCAP

500

615

WSCPA

TEC

ç May 20

8

The Mobile Office, 8AM-4PM

15MOBAP

295

370

WSCPA

TEC

Nov 24

8

Compilation and Review Annual Update, 8AM-4PM

15CRAUDNV

295

370

Best Western Plus Lakeway Inn

A&A

Nov 25

8

Financial Statement Analysis - A Realistic Approach, 8AM-4PM

15FSPDNV

295

370

Best Western Plus Lakeway Inn

A&A

Dec 9

8

Washington Tax and New Developments by Mark Hugh, 8AM-4PM

15WSTXDE09

295

370

Best Western Plus Lakeway Inn

TAX

Dec 10

4

15ETMHDE10

185

220

Best Western Plus Lakeway Inn

Ethics

Dec 15

8

Federal Tax Update - Individual & Business Current Developments, 8AM-4PM

15FTCDDE

295

370

Best Western Plus Lakeway Inn

TAX

16

Accounting and Reporting Standards: An Update and Review of GAAP, Special Purpose Frameworks, Comp, Review, and Auditing Standards by Walter Haig, 8AM-4PM

15ARSURJL

570

685

Campbell’s Resort on Lake Chelan

A&A

May 16

8

Health Care Reform Act: Critical Tax and Insurance Ramifications, 8:00AM-3:45PM

14HCRA04

305

405

-30

Quality Inn & Suites Conf Ctr

TAX

Oct 3

8

FASB Review for Business & Industry, 8AM-4PM

15FASBIOC

305

405

-30

Quality Inn & Suites Conf Ctr

A&A

Nov 3

8

AICPA’s Annual Federal Tax Update, 8AM-4PM

15PTUNV

305

405

-30

Quality Inn & Suites Conf Ctr

TAX

Nov 4

8

Slashing Taxes for Your Small Business Clients: Corporations, Partnerships & LLCs, 8AM-4PM

15STSBNV04

305

405

-30

Quality Inn & Suites Conf Ctr

TAX

Accounting & Reporting Standards: An Update & Review of GAAP, Special Purpose Frameworks, Comp, Review & Auditing Standards by Walter Haig, 8AM-4PM

15ARSURAU

570

685

The Coeur d’Alene

A&A

14CHSIMY01

20

20

Poodle Dog Restaurant

TAX

Bellingham

E Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement), 8-11:30AM

Chelan Jul 10-11 Clarkston

Coeur d’Alene Aug 14-15

16

Fife May 21

2

S Current Tax Issues in WA State , 7:30am-9:30am l

Aug 14

8

Nov 17

8

Kennewick Farm Tax Conference, 8AM-4PM

15FARMC

275

350

Three Rivers Conv SK

Federal Tax Update - Individual & Business Current Developments, 8AM-4PM

15FTCDNV

295

370

Three Rivers Conv TAX Center

ç New |  non-tech credits |

www.wscpa.org

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

Washington Professional Education Catalog 2014 | 17


Seminars & Conferences

Register at www.wscpa.org or page 43 Fees

Date

Event

Nov 18

4

Code

WSCPA Member Fee

NonMember Fee

15ETTNNV18

185

220

Three Rivers Conv Ethics Center

14CHSKMY2

30

30

Golden Steer Restaurant

TAX

Golden Steer Restaurant

TAX

Embassy Suites Hotel-Lynnwood

GNP

For more information, enter code in catalog at www.wscpa.org

E Rules Regulations and Ethics for CPAs in Washington by Thomas Neill (A WA Requirement), 8-11:30AM

AICPA Member Discount

Facility

Kent May 22 Jun 19

1.5 S Hot Washington Tax Developments, 7:30-9AM l 1

S Partnership Basis Issues, 8-9AM l

15CHSKJN19

25

25

Sep 4

8

Y Not-for-Profits: Start to Finish, 8AM-4PM

15NPARST

295

370

Sep 19

8

Larry Stein’s 2014 Key Tips And Strategies For Your SelfEmployed “S” Corporation And LLC Clients, 8AM-4PM

15LSSLST

300

375

Embassy Suites Hotel-Lynnwood

TAX

Oct 29

8

Washington Tax and New Developments by Mark Hugh, 8AM-4PM

15WSTXOC29

295

370

Embassy Suites Hotel-Lynnwood

TAX

Nov 3

8

Advanced Tax Strategies for S Corporations, 8AM-4PM

15ADVSCNV

295

370

-30

Embassy Suites Hotel-Lynnwood

TAX

ç Nov 4

8

Annual Update for Compilation and Review Engagements, 8AM-4PM

15CORUNV

295

370

-30

Embassy Suites Hotel-Lynnwood

A&A

Nov 18

8

Taxation Essentials of LLCs and Partnerships, 8AM-4PM

15TLLLONV

295

370

-30

Embassy Suites Hotel-Lynnwood

TAX

Nov 19

8

Health Care Reform Act: Critical Tax and Insurance Ramifications, 8AM-4PM

15HCRANV

295

370

-30

Embassy Suites Hotel-Lynnwood

TAX

Dec 16

8

Federal Tax Update Individuals (Form 1040), 8AM-4PM

15FTUIDE

295

370

Embassy Suites Hotel-Lynnwood

TAX

Dec 17

4

E Rules Regulations and Ethics for CPAs in Washington by Thomas Neill (A WA Requirement), 8-11:30AM

15ETTNDE17

185

220

Embassy Suites Hotel-Lynnwood

Ethics

2

S A Comprehensive Approach to Firm Analysis and Valuation l Part 2, 12-2PM

15CHOMJN01

40

40

Indian Summer Golf

A&A

Accounting and Reporting Standards: An Update and Review of GAAP, Special Purpose Frameworks, Comp, Review, and Auditing Standards by Walter Haig, 8AM-4PM

14ARSUR04

535

650

Harborside Inn

A&A

Lynnwood -30

Olympia Jun 4

Port Townsend May 15-16

16

Seattle May 19

8

Washington State Tax Conference, 8AM-4:25PM

14WSTC

285

360

Bell Harbor Intl Conf Center

TAX

Jun 12

1

S

WSCPA Annual Meeting, 7:30-9AM

15AM

30

30

Washington State Conv Center

SK

Sep 2-3

16 S

Northwest Accounting Educators Conference, 8AM-4:20PM

15NAEC

240

240

Seattle University

A&A

Oct 23-24

16  Pacific NW Construction Industry Conference, 8AM-4:30PM

15CIC

605

680

Bell Harbor Intl Conf Center

SK

Oct 30-31

16  Pacific Tax Institute, 8AM-4:30PM

15PTI

710

785

Bell Harbor Intl Conf Center

TAX

Oct 30

8

Accounting & Auditing Conference, 8AM-4:10PM

15AAC

335

410

Bell Harbor Intl Conf Center

A&A

Nov 4

8

Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies, 8AM-4PM

15CYCTNV

295

370

-30

Best Western Plus Exec Inn

TAX

Nov 7

8

Annual Tax Update: Individuals and Sole Proprietors, 8AM-4PM

15TSUINV

295

370

-30

Best Western Plus Exec Inn

TAX

Nov 18

8

Federal Tax Update Individuals (Form 1040), 8AM-4PM

15FTUINV

295

370

Best Western Plus Exec Inn

TAX

Nov 20-21

16  Not-For-Profit Conference, 8AM-4:30PM

15NFPC

470

545

Bell Harbor Intl Conf Center

A&A

ç New |  non-tech credits |

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

18 | Washington Professional Education Catalog 2014 www.wscpa.org


Seminars & Conferences

Register at www.wscpa.org or page 43

Fees Date

Event

Dec 1

4

Dec 16

8

May 27

Code

For more information, enter code in catalog at www.wscpa.org

E Washington CPA Regulatory Ethics by James Rigos (A WA Requirement), 8-11:30AM

WSCPA Member Fee

NonMember Fee

15ETJRDE01

185

220

Annual Update for Controllers, 8AM-4PM

15SKSBDE

295

370

8

Compilation and Review Standards: the Annual Update and Review by Walter Haig, 8AM-4PM

14CRUR07

310

May 28

8

Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and Special Purpose Frameworks by Walt Haig, 8AM-4PM

14GOSME07

Oct 30

8

A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2014 and Beyond, 8AM-4PM

Oct 31

8

Nov 11

AICPA Member Discount

Facility

Best Western Plus Exec Inn

Ethics

Best Western Plus Exec Inn

MG

385

Hampton Inn Spokane

A&A

310

385

Hampton Inn Spokane

A&A

15OBCROC

310

385

Hampton Inn Spokane

TAX

The Best S Corporation, Limited Liability and Partnership Update Course, 8AM-4PM

15BCPEOC

310

385

Hampton Inn Spokane

TAX

8

Advanced Excel, 8AM-4PM

15ADENV

295

370

Hampton Inn Spokane

TEC

Nov 12

8

Paperless Office, 8AM-4PM

15PPONV

295

370

Hampton Inn Spokane

TEC

Nov 13

8

Fiduciary Income Tax Returns - Form 1041 Workshop, 8AM-4PM

151041NV

310

385

Hampton Inn Spokane

TAX

Nov 14

8

Federal Estate and Gift Tax Returns - Forms 706 - 709 Workshop, 8AM-4PM

15GIFTNV

310

385

Hampton Inn Spokane

TAX

Nov 19

4

E Rules Regulations and Ethics for CPAs in Washington by Thomas Neill (A WA Requirement), 8-11:30AM

15ETTNNV19

185

220

Hampton Inn Spokane

Ethics

Nov 21

8

Washington State Community Property and Estate Tax Law Update, 8AM-4PM

15WKCPNV21

295

370

Hampton Inn Spokane

TAX

Nov 24

8

Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and Special Purpose Frameworks by Walt Haig, 8AM-4PM

15ASURNV

315

390

Hampton Inn Spokane

A&A

Nov 25

8

Compilation and Review Standards: the Annual Update and Review by Walter Haig, 8AM-4PM

15CRURNV

315

390

Hampton Inn Spokane

A&A

Dec 3

8

Surgent McCoy’s Handbook for Mastering Basis, Distributions and Loss Limitation Issues, 8AM-4PM

15HMBIDE

310

385

Hampton Inn Spokane

TAX

Dec 4

8

The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning, 8AM-4PM

15INBBDE

310

385

Hampton Inn Spokane

TAX

Dec 5

8

Getting More Active With the Passive Activity Rules and the New Net Investment Tax, 8AM-4PM

15PAITDE05

310

385

Hampton Inn Spokane

TAX

Dec 8

8

The Best Individual Income Tax Update Course by Surgent McCoy, 8AM-4PM

15BITUDE

310

385

Mirabeau Park Hotel

TAX

Dec 9

8

The Complete Guide to Payroll Taxes and 1099 Issues, 8AM-4PM 15CGPTDE

310

385

Mirabeau Park Hotel

TAX

Dec 15

8

Form 990: A Comprehensive Approach to Accurate Preparation, 8AM-4PM

15EOF990DE

295

370

Hampton Inn Spokane

TAX

Dec 17

8

Surgent McCoy’s Advanced Individual Income Tax Return Issues, 8AM-4PM

15STRIDE

310

385

Hampton Inn Spokane

TAX

Jan 27

8

2014 Tax Advisors Update, 8AM-4PM

15BTAUJA27

345

420

Mirabeau Park Hotel

TAX

Apr 20-21

16 S

Governmental Accounting & Auditing Live Video Conference, 8AM-4PM

15GAACS

Northeast WA Educational Service District 101

GNP

Washington Tax and New Developments by Mark Hugh, 8AM4PM

15WSTXOC21

295

370

Courtyard Marriott Tacoma

TAX

15NAUOC

295

370

Courtyard Marriott Tacoma

GNP

-30

Spokane

-30

Tacoma Oct 21

8

Oct 22

8

Y Not-for-Profit Accounting and Auditing Update, 8AM-4PM

ç New |  non-tech credits |

www.wscpa.org

-30

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

Washington Professional Education Catalog 2014 | 19


Seminars & Conferences

Register at www.wscpa.org or page 43 Fees

Date

Event

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

Oct 27

8

The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning, 8AM-4PM

15INBBOC

310

385

Nov 3

8

Internal Control: Essentials for Accountants, and Auditors, 8AM4PM

15ICDADNV

295

370

Nov 5

8

Larry Stein’s Getting Ready For Tax Season - Individual Clients, 8AM-4PM

15LSGINV

300

Nov 11

4

14ETJRNV11

Dec 1

8

Surgent McCoy’s Advanced Critical Tax Issues for Limited Liability Companies, 8AM-4PM

ç Dec 2

8

Dec 3

AICPA Member Discount

Facility

Courtyard Marriott Tacoma

TAX

Courtyard Marriott Tacoma

A&A

375

Courtyard Marriott Tacoma

TAX

185

220

Courtyard Marriott Tacoma

Ethics

15ACTLDE

310

385

Courtyard Marriott Tacoma

TAX

Annual Update for Compilation and Review Engagements, 8AM4PM

15CORUDE

295

370

-30

Courtyard Marriott Tacoma

A&A

8

Update for Accountants and Auditors, 8AM-4PM

15AUAADE

295

370

-30

Courtyard Marriott Tacoma

A&A

Dec 15

8

Effectively and Efficiently Reviewing Tax Returns in Busy Season, 8AM-4PM

15ERTWDE

310

385

Courtyard Marriott Tacoma

TAX

Dec 17

8

Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065), 8AM-4PM

15FTUBDE

295

370

Courtyard Marriott Tacoma

TAX

Apr 20-21

16 S

Governmental Accounting & Auditing Conference, 8AM-4PM

15GAACT

Greater Tacoma Conv & Trade Ctr

GNP

E Washington CPA Regulatory Ethics by James Rigos (A WA Requirement), 8-11:30AM

-30

Vancouver Nov 3

8

Nov 18

4

E Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement), 8-11:30AM

U.S. GAAP Update, 8AM-4PM

15USGUNV

295

370

Heathman Lodge

A&A

15ETMHNV18

185

220

Heathman Lodge

Ethics

Dec 9

8

Getting More Active With the Passive Activity Rules and the New Net Investment Tax, 8AM-4PM

15PAITDE09

310

385

Heathman Lodge

TAX

Dec 10

8

The Best Federal Tax Update Course by Surgent, 8AM-4PM

15BFTUDE

310

385

Heathman Lodge

TAX

Webcasts and Webinars May 12

2

WEBCAST Risk Analysis and Management, 10AM-12PM

14WEBA359

79

109

Webcast

A&A

May 12

2

WEBINAR B Corporations and L3Cs: New Corporate Forms for Responsible Businesses, 11AM-1PM

14WNR496

79

94

Webinar

MG

May 13

2

WEBCAST Preventing Legal Issues On Construction Projects, 10AM-12PM

14WEBA360

79

109

Webcast

MG

May 13

2

WEBCAST The Top 10 Legal Mistakes Companies Make And How To Avoid Them, 2-4PM

14WEBA361

79

109

Webcast

SK

May 13

2

WEBCAST The Top 10 Legal Mistakes Companies Make And How To Avoid Them, 2-4PM

14WEBA402

79

109

Webcast

SK

May 13

2

WEBINAR Financial Accounting for LLCs and Partnerships - Part 14WNR498 2, 11AM-1PM

79

94

Webinar

A&A

May 13

2

WEBINAR Financial Accounting for LLCs and Partnerships - Part 14WNR497 I, 8-10AM

79

94

Webinar

A&A

May 13

2

WEBINAR Becoming a Virtual CFO: Ins and Outs, 12-2PM

79

94

Webinar

A&A

14WNR499

May 14

2

WEBCAST Creating the Best Projections You Can, 12-2PM

14WEBA362

79

109

Webcast

MG

May 14

2

WEBCAST Recognizing Sham Transactions, 2-4PM

14WEBA363

79

109

Webcast

A&A

May 14

2

WEBCAST Interviewing and Interrogation, 8-10AM

14WEBA403

79

109

Webcast

A&A

May 14

2

WEBINAR Fraud and the Affordable Care Act, 11AM-1PM

14WNR501

79

94

Webinar

A&A

May 14

2

WEBINAR Fraud: 2014 Alert for Small and Mid-Sized Entities, 8-10AM

14WNR500

79

94

Webinar

A&A

May 15

8

WEBCAST Plug Your Profit Leaks: Ways to Significantly Save Time and Money, 8AM-4PM

14WEBPYPL

255

330

Webcast

MG

May 15

2

WEBCAST The CFOs Role in Banking and Financing, 8-10AM

14WEBA364

79

109

Webcast

MG

-30

May 15

2

WEBCAST How Good Companies Become Great, 2-4PM

14WEBA365

79

109

Webcast

MG

May 15

4

WEBCAST Technology Update for Industry, 7-11AM

14WEBA404

129

159

Webcast

TEC

ç New |  non-tech credits |

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

20 | Washington Professional Education Catalog 2014 www.wscpa.org


Webcasts & Webinars

Register at www.wscpa.org or page 43

Fees Date

Webcast / Webinar

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Format

May 15

2

WEBINAR The CFO: 5 Critical Skills to Maximize Profits, 11AM1PM

14WNR503

79

94

Webinar

MG

May 15

2

WEBINAR The CFO: 5 Critical Skills to Become a Leader, 8-10AM

14WNR502

79

94

Webinar

MG

May 16

8

WEBCAST CFO Series - Valuation, Acquisitions, Capital Projects and Leveraged Buyouts, 8AM-4PM

14WEBCFOSV

255

330

Webcast

MG

May 16

2

WEBCAST Pricing for Profitability: Why Cost Matters, 10AM12PM

14WEBA366

79

109

Webcast

MG

May 16

2

WEBCAST Contemporay Cost Concepts: Understanding Activity-Based Costing, 12-2PM

14WEBA367

79

109

Webcast

A&A

ç May 16

2

WEBCAST Communicating Financial Information to NonAccountants, 2-4PM

14WEBA368

79

109

Webcast

MG

8

WEBCAST U.S. GAAP and IFRS Update, 8:30AM-4:30PM

ç May 16

14WEBC197

255

295

Webcast

A&A

May 16

2 6 WEBINAR Critical Thinking Skills For Finance and Accounting Professionals, 7-9AM

14WNR505

79

94

Webinar

MG

May 16

2

WEBINAR Nonprofit Boards: Stepping Up to Today’s Challenges, 11AM-1PM

14WNR507

79

94

Webinar

MG

May 16

2

WEBINAR Affordable Care Act - Key Issues for Individuals, 7-9AM

14WNR504

79

94

Webinar

TAX

May 16

2

WEBINAR Affordable Care Act - Key Issues for Employers, 10AM-12PM

14WNR506

79

94

Webinar

TAX

May 17

2

WEBCAST SATURDAY Interviewing and Interrogation, 10AM12PM

14SWEBA099

79

109

Webcast

A&A

May 17

2

WEBCAST SATURDAY Auditing for Fraud, 12-2PM

14SWEBA100

79

109

Webcast

A&A

May 17

4

WEBCAST SATURDAY EVENING Automating Small Business Disaster Recovery, 2-6PM

14SWEBA101

129

159

Webcast

TEC

May 17

2

WEBCAST SATURDAY What Does Fraud Look Like, 2-4PM

14SWEBA102

79

109

Webcast

A&A

May 19

8

Washington State Tax Conference WEBCAST , 8:30am-4:25pm

14WBWSTC

245

320

Webcast

TAX

May 20

2

WEBCAST Using Performance Metrics to Improve Financial Planning and Control, 8-10AM

14WEBA369

79

109

Webcast

A&A

May 20

2

WEBCAST The CFOs Role in Banking and Financing, 10AM12PM

14WEBA370

79

109

Webcast

MG

May 20

1

WEBCAST Preparing for a CFO Role, 2-3PM

14WEBA394

59

79

Webcast

MG

May 20

2

WEBINAR Excel - Preparing Your Source Data for Analysis, 7-9AM

14WNR508

79

94

Webinar

TEC

May 20

2

WEBINAR Partnerships and LLCs: Tax Issues in a Sale, Liquidation, or Merger, 11AM-1PM

14WNR510

79

94

Webinar

TAX

May 20

2

WEBINAR Partnerships and LLCs: Tax Issues in the Formation of 14WNR509 the Entity, 8-10AM

79

94

Webinar

TAX

May 21

2

WEBCAST Understand Inventory Accounting GAAP, Software and Variance Recognition Basics, 10AM-12PM

14WEBA372

79

109

Webcast

A&A

May 21

8

WEBCAST Business Fraud Update, 7AM-3PM

14WEBA405

195

245

Webcast

A&A

May 21

2

WEBCAST Understand Inventory Accounting GAAP, Software and Variance Recognition Basics, 10AM-12PM

14WEBA406

79

109

Webcast

A&A

May 21

8

WEBCAST Not-for-Profit Organizations Conference, 8:30AM4:30PM

14WEBC198

255

295

Webcast

GNP

May 22

8

WEBCAST EVENING Critical Business Law Issues Every Accountant Should Know, 2-10PM

14SWEBA103

195

245

Webcast

MG

May 22

4 6 WEBCAST EVENING Getting on Top of it All: The New Science for Increasing Productivity in Yourself and Others, 2-6PM

14SWEBA104

129

159

Webcast

PD

May 22

4 6 WEBCAST EVENING Time Mastery For CPAs and Financial Professionals Part 1 - Draining the Swamp How to Maximize Your Productivity, 4-8PM

14SWEBA105

129

159

Webcast

PD

May 22

8

14WEBAUAA

255

330

Webcast

A&A

WEBCAST Update for Accountants and Auditors: Latest Developments, 8AM-4PM

ç New |  non-tech credits |

www.wscpa.org

-30

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

Washington Professional Education Catalog 2014 | 21


Webcasts & Webinars

Register at www.wscpa.org or page 43 Fees

Date

Webcast / Webinar

Code

14WEBA373

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Format

May 22

2

WEBCAST Risk Analysis and Management, 12-2PM

79

109

Webcast

A&A

May 22

2

WEBINAR S Corporations: Financial Accounting - Part I, 9-11AM 14WNR512

79

94

Webinar

A&A

May 22

2

WEBINAR S Corporations: Financial Accounting - Part 2, 12-2PM

14WNR515

79

94

Webinar

A&A

May 22

2

WEBINAR Fraud: 10 Scary Cases in Compilations and Reviews, 11AM-1PM

14WNR514

79

94

Webinar

A&A

May 22

2

WEBINAR Fraud: 10 Scary Cases in Audits, 8-10AM

14WNR511

79

94

Webinar

A&A

May 22

2

WEBINAR Becoming a Virtual CFO: Keys to Success, 9-11AM

14WNR513

79

94

Webinar

A&A

May 23

2 6 WEBCAST Communication: Why Can’t Everyone Be NORMAL Like Me? 11AM-1PM

14WEBA407

79

109

Webcast

PD

May 23

8

WEBCAST CFO Series - Financing a Privately Owned Company, 8AM-4PM

14WEBCFOSP

255

330

Webcast

MG

ç May 23

8

WEBCAST Accounting and Auditing with Excel, 8:30AM-4:30PM

14WEBC199

255

295

Webcast

A&A

May 23

2

WEBINAR AICPA Private Company Financial Reporting Standards, 8-10AM

14WNR517

79

94

Webinar

A&A

May 23

2

WEBINAR Detecting and Preventing Internal Fraud, Theft and Abuse, 7-9AM

14WNR516

79

94

Webinar

A&A

May 27

2

WEBCAST Preventing Legal Issues On Construction Projects, 10AM-12PM

14WEBA408

79

109

Webcast

MG

May 27

2

WEBCAST Recognizing Sham Transactions, 10AM-12PM

14WEBA409

79

109

Webcast

A&A

May 27

2

WEBCAST The Top 10 Legal Mistakes Companies Make And How To Avoid Them, 2-4PM

14WEBA374

79

109

Webcast

SK

May 27

2

WEBINAR Get Your Notes Organized With Microsoft OneNote, 7-9AM

14WNR518

79

94

Webinar

TEC

May 27

2

WEBINAR Communicating Financial Information to NonAccountants, 8-10AM

14WNR519

79

94

Webinar

MG

May 28

4

WEBCAST Balanced Scorecard Module I: Overview, 8AM-12PM

14WEBA410

129

159

Webcast

MG

May 28

3

WEBCAST Balanced Scorecard Module II: Show How Balanced Scorecard Support Strategy, 12-3PM

14WEBA411

99

129

Webcast

MG

May 28

2

WEBINAR Microsoft Office 2013 What’s New? 12-2PM

14WNR524

79

94

Webinar

TEC

May 28

2

WEBINAR Closing Best Practices - Shortening Month-End, 8-10AM

14WNR521

79

94

Webinar

A&A

May 28

2

WEBINAR Fraud Alert - How Fraud Can Impact You! 11AM1PM

14WNR523

79

94

Webinar

A&A

May 28

2

WEBINAR Financial Accounting for Related Party Transactions, 10AM-12PM

14WNR522

79

94

Webinar

A&A

May 28

2

WEBINAR Tax Issues of Same Sex Couples, 7-9AM

14WNR520

79

94

Webinar

TAX

ç May 29

8

WEBCAST Business Fraud Update, 11AM-7PM

14WEBA375

195

225

Webcast

A&A

May 29

2

WEBCAST EVENING How Good Companies Become Great, 6-8PM

14SWEBA072

79

109

Webcast

MG

May 29

2

WEBINAR Credit Card Tax - Taking The Mystery out of PCI Compliance, 8:30-10:30AM

14WNR525

79

94

Webinar

TAX

May 29

2

WEBINAR Google Business Tools For Accountants, 12-2PM

14WNR526

79

94

Webinar

TEC

May 30

4

WEBCAST Rolling Forecasts Replace Budget, 8AM-12PM

14WEBA412

129

159

Webcast

MG

May 30

2

WEBCAST Understand Inventory Accounting GAAP, Software and Variance Recognition Basics, 12-2PM

14WEBA413

79

109

Webcast

A&A

May 31

2

WEBCAST SATURDAY The Five Acquisition Questions: What They Are, 10AM-12PM

14SWEBA106

79

109

Webcast

MG

May 31

2

WEBCAST SATURDAY Creating the Best Projections You Can, 8-10AM

14WEBA376

79

109

Webcast

MG

May 31

2

WEBCAST SATURDAY Using Performance Metrics to Improve Financial Planning and Control, 12-2PM

14WEBA371

79

109

Webcast

A&A

ç New |  non-tech credits |

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

22 | Washington Professional Education Catalog 2014 www.wscpa.org


Webcasts & Webinars

Register at www.wscpa.org or page 43

Fees Date

Webcast / Webinar

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Format

Jun 2

8

Internal Controls for Business - To Prevent Fraud and Loss WEBCAST, 8AM-4PM

15WBAJN02A

195

245

Webcast

A&A

Jun 2

2

Doing Business With the IRS - Part 1: Organization of the IRS, including the FOIA and Privacy Act, and Confidentiality and Disclosure of Tax Return, 9-11AM

15WBAJN02B

79

109

Webcast

TAX

Jun 2

2

Repairs to Tangible Property - Capitalize or Expense? WEBINAR, 8-10AM

15WNCJN02A

79

94

Webinar

TAX

Jun 2

2

Working with the Alternative Minimum Tax WEBINAR, 11AM1PM

15WNCJN02B

79

94

Webinar

TAX

Jun 2

2

MS PowerPoint - Advanced Techniques for Better Presentations WEBINAR, 12-2PM

15WNCJN02C

79

94

Webinar

TEC

Jun 2

8

Social Security Basics and Strategies For Maximizing Benefits WEBCAST, 8:30AM-4PM

15WBCJN02A

275

375

Webcast

PFP

Jun 3

8

Best Practices for Industry ? Business Continuity and Disaster Recovery Planning WEBCAST, 7AM-3PM

15WBAJN03A

195

245

Webcast

MG

Jun 3

4 6

Problem Solving and Creative Thinking for CPAs WEBCAST, 7-11AM

15WBAJN03B

129

159

Webcast

PD

Jun 3

2

Doing Business With the IRS - Part 2: Statute of Limitations, Assessments, Abatements, and Claims for Refund WEBCAST, 9-11AM

15WBAJN03C

79

109

Webcast

TAX

Jun 3

2

Word - Advanced Tips, Tricks & Techniques WEBINAR, 8-10AM

15WNCJN03A

79

94

Webinar

TEC

Jun 3

2

The Financial Manager’s Role in Risk Analysis and Management WEBINAR, 10AM-12PM

15WNCJN03B

79

94

Webinar

A&A

Jun 4

2

Doing Business With the IRS - Part 3: IRS Penalties and How to Get Them Abated WEBCAST, 9-11AM

15WBAJN04A

79

109

Webcast

TAX

Jun 4

4

Managing Electronically Stored Information Securely WEBCAST, 10AM-2PM

15WBAJN04B

129

159

Webcast

TEC

Jun 4

2

Excel - How To Become an Excel Formula Expert WEBINAR, 7-9AM

15WNCJN04A

79

94

Webinar

TEC

Jun 4

2

Spring Tax Update for Individuals WEBINAR, 8-10AM

15WNCJN04B

79

94

Webinar

TAX

Jun 4

2

Spring Tax Update for Business WEBINAR, 11AM-1PM

15WNCJN04C

79

94

Webinar

TAX

Jun 4

2

Crowdsourcing and Collaborative Consumption Tools for Accountants WEBINAR, 12-2PM

15WNCJN04D

79

94

Webinar

TEC

Jun 5

4

What Is Cloud Computing? WEBCAST, 7-11AM

15WBAJN05A

129

159

Webcast

TEC

Jun 5

8

2014 Business Fraud Update WEBCAST, 7AM-3PM

15WBAJN05B

195

245

Webcast

A&A

Jun 5

8

Best Practices for Industry Selecting and Implementing Accounting Software WEBCAST, 8AM-4PM

15WBAJN05C

195

245

Webcast

A&A

Jun 5

2

Doing Business With the IRS - Part 4: How to Handle the IRS Audit WEBCAST, 9-11AM

15WBAJN05D

79

109

Webcast

TAX

Jun 5

4

Automating Small Business Disaster Recovery WEBCAST, 11AM-3PM

15WBAJN05E

129

159

Webcast

MG

Jun 5

7

Free Cash Flow - The Key to Shareholder Value WEBCAST EVENING, 2-9PM

15WBSJN05F

195

245

Webcast

MG

Jun 5

4

Reformatted Financial Statements: Inaction Can Lead to Complacency WEBCAST, 2-6PM

15WBAJN05G

129

159

Webcast

A&A

Jun 5

4

Accounting’s Perfect Storm 2014 Update: Four Issues That Might Change Financial Reporting As You Know It! WEBCAST EVENING, 6-10PM

15WBSJN05H

129

159

Webcast

A&A

Jun 5

2

Excel - Preparing Your Source Data for Analysis WEBINAR, 10AM-12PM

15WNCJN05A

79

94

Webinar

TEC

Jun 5

8

Excel Tips and Techniques for Increased Productivity and Improved Financial Modeling: Intermediate WEBCAST, 8:30AM4PM

15WBCJN05A

275

375

Webcast

TEC

Jun 6

8

Best Practices for Industry Understanding Your Liability and How to Secure and Protect Corporate Information WEBCAST, 7AM-3PM

15WBAJN06A

195

245

Webcast

MG

ç New |  non-tech credits |

www.wscpa.org

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

Washington Professional Education Catalog 2014 | 23


Webcasts & Webinars

Register at www.wscpa.org or page 43 Fees

Date

Webcast / Webinar

Jun 6

2

Jun 6

2

Y Fraud and Abuse in Government Entities WEBINAR, 7-9AM Windows 8 - Should I Go or Should I Wait? WEBINAR, 9-11AM Y Fraud and Abuse in Nonprofits WEBINAR, 10AM-12PM

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Format

15WNCJN06A

79

94

Webinar

A&A

15WNCJN06B

79

94

Webinar

TEC

Jun 6

2

15WNCJN06C

79

94

Webinar

A&A

Jun 6

2

Profitable Pricing: Accounting’s Role WEBINAR, 11AM-1PM

15WNCJN06D

79

94

Webinar

A&A

Jun 6

8

Audits of 403(b) Plans WEBCAST, 8:30AM-4PM

15WBCJN06A

275

375

Webcast

A&A

Jun 9

2 6 Time is Money! WEBCAST, 7-9AM

15WBAJN09A

79

109

Webcast

PD

Jun 9

4

Finance Basics for Accounting Professionals WEBCAST, 8AM12PM

15WBAJN09B

129

159

Webcast

MG

Jun 9

2 6 Enhance Your Career through Personal Branding and Effective Networking WEBCAST, 9-11AM

15WBAJN09C

79

109

Webcast

PD

Jun 9

2

Doing Business With the IRS - Part 5: Representing Clients Before the IRS Appeals Office WEBCAST, 9-11AM

15WBAJN09D

79

109

Webcast

TAX

Jun 9

2

Walkin, Talkin, Lookin, and Listenin, or Things That Most Auditors Don’t Do Well WEBCAST, 10AM-12PM

15WBAJN09E

79

109

Webcast

A&A

Jun 9

2 6 Would I Work for Me? (Becoming the Kind of Boss People Want to Work For)WEBCAST, 11AM-1PM

15WBAJN09F

79

109

Webcast

PD

Jun 9

2

Interviewing and Interrogation WEBCAST, 12-2PM

15WBAJN09G

79

109

Webcast

A&A

Jun 9

2

Auditing For Fraud WEBCAST, 2-4PM

15WBAJN09H

79

109

Webcast

A&A

Jun 9

2

Outlook - The Beginner’s Guide to the Power of Outlook WEBINAR, 11AM-1PM

15WNCJN09A

79

94

Webinar

TEC

Jun 9

2

Google+ for Accountants WEBINAR, 12-2PM

15WNCJN09B

79

94

Webinar

TEC

Jun 9

8

Cloud Computing: What is it and is it Right for Me? WEBCAST, 8:30AM-4PM

15WBCJN09A

275

375

Webcast

TEC

Jun 10

8

Auditing Employee Benefit Plans WEBCAST, 8AM-4PM

15WBWEBPE

265

340

Webcast

A&A

-30

Jun 10

2

Creating the Best Projections You Can WEBCAST, 8AM-10PM

15WBAJN10A

79

109

Webcast

A&A

Jun 10

2

Doing Business With the IRS - Part 6: Notice of Deficiency, Notice of Determination, and Tax Litigation WEBCAST, 9-11AM

15WBAJN10B

79

109

Webcast

TAX

Jun 10

2

The Five Acquisition Questions: What They Are, Why They Matter and How to Answer Them WEBCAST, 10AM-12PM

15WBAJN10C

79

109

Webcast

MG

Jun 10

2

Using Performance Metrics to Improve Financial Planning and Control WEBCAST, 12-2PM

15WBAJN10D

79

109

Webcast

A&A

Jun 10

2

Interviewing and Interrogation WEBCAST, 2-4PM

15WBAJN10E

79

109

Webcast

A&A

Jun 10

4

Balanced Scorecard Module I: Overview WEBCAST EVENING, 3-7PM

15WBSJN10F

129

159

Webcast

MG

Jun 10

4

Rolling Forecasts Replace Budget WEBCAST EVENING , 4-8PM

15WBSJN10G

129

159

Webcast

MG

Jun 10

2

10 Steps to a Digital Office in the Cloud WEBINAR, 7-9AM

15WNCJN10A

79

94

Webinar

TEC

Jun 10

2

10 Steps for Adopting Smart Technology WEBINAR, 9-11AM

15WNCJN10B

79

94

Webinar

TEC

Jun 10

2

The Digital Office - Cloud Based Client Accounting Systems WEBINAR, 10AM-12PM

15WNCJN10C

79

94

Webinar

TEC

Jun 10

8

Pension and Profit-Sharing Plan Strategies WEBCAST, 8:30AM4PM

15WBCJN10A

275

375

Webcast

PFP

Jun 11

4 6 Getting On Top of It All: The New Science for Increasing Productivity in Yourself and Others WEBCAST, 8AM-12PM

15WBAJN11A

129

159

Webcast

PD

Jun 11

4 6 Time Mastery for CPAs and Financial Professionals: Part 1 Draining the Swamp How to Maximize Your Productivity and Satisfaction WEBCAST, 8AM-12PM

15WBAJN11B

129

159

Webcast

PD

Jun 11

2

Doing Business With the IRS - Part 7: Trust Fund Recovery Penalty WEBCAST, 9-11AM

15WBAJN11C

79

109

Webcast

TAX

Jun 11

4 6 Triple Your Memory and Confidence, and Halve Your Stress WEBCAST, 12-4PM

15WBAJN11D

129

159

Webcast

PD

Jun 11

2

Tax Depreciation: Review & Update WEBINAR, 8-10AM

15WNCJN11A

79

94

Webinar

TAX

Jun 11

2

Travel & Entertainment Expenses: Review & Update WEBINAR, 11AM-1PM

15WNCJN11B

79

94

Webinar

TAX

ç New |  non-tech credits |

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

24 | Washington Professional Education Catalog 2014 www.wscpa.org


Webcasts & Webinars

Register at www.wscpa.org or page 43

Fees Date

Webcast / Webinar

Code

Small Business Internal Control, Security and Fraud Prevention and Detection WEBCAST, 8:30AM-4PM

15WBCJN11A

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

275

NonMember Fee

AICPA Member Discount

375

Format

Jun 11

8

Webcast

A&A

Jun 12

8 6 In Depth Memory Training WEBCAST, 8AM-4PM

15WBAJN12A

195

245

Webcast

PD

Jun 12

2

Doing Business With the IRS - Part 8: Employment Tax Issues WEBCAST, 9-11AM

15WBAJN12B

79

109

Webcast

TAX

Jun 12

2

The Digital Office - The CPA Technology Toolkit WEBINAR, 7-9AM

15WNCJN12A

79

94

Webinar

TEC

Jun 12

2

Financial Analysis in a Metrics Driven World WEBINAR, 8-10AM

15WNCJN12B

79

94

Webinar

A&A

Jun 12

2

Business Use of a Home and Vacation Home Rentals Rules What You Need to Know WEBINAR, 9-11AM

15WNCJN12C

79

94

Webinar

TAX

Jun 12

2

The Digital Office - Infrastructure and the Cloud WEBINAR, 10AM-12PM

15WNCJN12D

79

94

Webinar

TEC

Jun 12

2

Know Your Costs: Double Your Profit WEBINAR, 11AM-1PM

15WNCJN12E

79

94

Webinar

A&A

Jun 12

2

The NEW Choice of Entity Decision WEBINAR, 12-2PM

15WNCJN12F

79

94

Webinar

TAX

Jun 12

1 6 WSCPA Annual Meeting WEBCAST, 7:30-9AM S

15WAM

20

20

Webcast

SK

Jun 12

8

Auditing Defined Contribution Plans WEBCAST, 8:30AM-4:30PM 15WBCJN12A

275

375

Webcast

A&A

Jun 13

2

Preventing Legal Issues on Construction Projects WEBCAST, 10AM-12PM

15WBAJN13A

79

109

Webcast

SK

Jun 13

2

The Top 10 Legal Mistakes Companies Make and How to Avoid Them WEBCAST, 2-4PM

15WBAJN13B

79

109

Webcast

MG

Jun 13

2

The CFO: 5 Critical Skills to Become a Leader WEBINAR, 7-9AM

15WNCJN13A

79

94

Webinar

MG

Jun 13

2 6 Critical Thinking Skills for Finance and Accounting Professionals WEBINAR, 8-10AM

15WNCJN13B

79

94

Webinar

PD

Jun 13

2

The CFO: 5 Critical Skills to Maximize Profits WEBINAR, 10AM12PM

15WNCJN13C

79

94

Webinar

MG

Jun 13

8

Real Estate Accounting and Auditing WEBCAST, 8AM-4PM

15WBWREAA

265

340

Webcast

A&A

Jun 13

8

Addressing Advanced Financial Planning Principles With A Financial Calculator WEBCAST, 8:30AM-4PM

15WBCJN13A

275

375

Webcast

PFP

Jun 13

8

Estate and Trust Conference (25% CA Content)WEBCAST, 8:30AM-4:30PM

15WBCJN13B

325

425

Webcast

PFP

Jun 14

8

Successful Wall Street Investing in 7 Steps WEBCAST SATURDAY, 7AM-3PM

15WBSJN14A

195

245

Webcast

PFP

Jun 14

8 6 Shortcuts to Success: The 14 Best Tools for Personal and Professional Growth WEBCAST SATURDAY, 8AM-4PM

15WBSJN14B

195

245

Webcast

PD

Jun 14

2 6 Enhance Your Career through Personal Branding and Effective Networking WEBCAST SATURDAY, 10AM-12PM

15WBSJN14C

79

109

Webcast

PD

Jun 14

4 6 Time Mastery For CPAs and Financial Professionals - Part 2 Fighting the Alligators How to Maximize Your Productivity and Satisfaction WEBCAST SATURDAY, 11AM-3PM

15WBSJN14D

129

159

Webcast

PD

Jun 14

4

15WBSJN14E

129

159

Webcast

PFP

Investment Strategies for Armageddon WEBCAST SATURDAY, 11AM-3PM

-30

Jun 16

2

Recognizing Sham Transactions WEBCAST, 2-4PM

15WBAJN16A

79

109

Webcast

MG

Jun 16

2

Excel - Charts and Formatting For a Non-Financial Audience WEBINAR, 8-10AM

15WNCJN16A

79

94

Webinar

TEC

Jun 16

2

The ZZZZ Best Story: Ex-Con, Z Best CFO, Shares Techniques On How To Detect And Prevent Fraud WEBINAR, 9-11AM

15WNCJN16B

79

94

Webinar

A&A

Jun 16

4

Cheap Stock Guide:Valuing Stock Based Compensation for Privately Held Companies WEBCAST, 8:30AM-12PM

15WBCJN16A

138

188

Webcast

A&A

Jun 17

2

The CFOs Role in Banking and Financing WEBCAST, 8-10AM

15WBAJN17A

79

109

Webcast

MG

Jun 17

2

Contemporary Cost Concepts: Understanding Activity-Based Costing WEBCAST, 12-2PM

15WBAJN17B

79

109

Webcast

A&A

Jun 17

1

Preparing for a CFO Role WEBCAST, 2-3PM

15WBAJN17C

59

79

Webcast

MG

ç New |  non-tech credits |

www.wscpa.org

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

Washington Professional Education Catalog 2014 | 25


Webcasts & Webinars

Register at www.wscpa.org or page 43 Fees

Date

Webcast / Webinar

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Format

Jun 17

2 6 Taking the Financial Executive’s Leadership to the Next Level WEBCAST, 2-4PM

15WBAJN17D

79

109

Webcast

PD

Jun 17

4

Y A133 Audits - 2014 What I Need To Know WEBCAST, 8AM12PM

15WBAJN17E

129

159

Webcast

GNP

Jun 17

4

Y A133 Audits - 2014 How I Can Do It Better WEBCAST, 12-4PM

15WBAJN17F

129

159

Webcast

GNP

Jun 17

2

Marketing Management for CFOs and Other Financial Managers WEBCAST, 8-10AM

15WBAJN17G

79

109

Webcast

MG

Jun 17

2

Sham Transactions: Recognizing the Red Flags WEBINAR, 8-10AM

15WNCJN17A

79

94

Webinar

A&A

Jun 17

2

Strategies to Avoid the Top 10 Legal Mistakes Companies Make WEBINAR, 11AM-1PM

15WNCJN17B

79

94

Webinar

MG

Jun 18

4

Y Yellow Book Audits WEBCAST, 8AM-12PM

15WBAJN18A

129

159

Webcast

GNP

Y HUD Multifamily Housing Audits 2014 WEBCAST, 12-4PM

Jun 18

4

15WBAJN18B

129

159

Webcast

GNP

Jun 19

8

Implementing the Right Business Technology- Where to Best Spend Your Money WEBCAST, 7AM-3PM

15WBAJN19A

195

245

Webcast

TEC

Jun 19

2

Using Performance Metrics to Improve Financial Planning and Control WEBCAST, 8-10AM

15WBAJN19B

79

109

Webcast

A&A

Jun 19

8

Best Practices for Industry: Understanding Your Liability and How to Secure and Protect Corporate Information WEBCAST, 8AM-4PM

15WBAJN19C

195

245

Webcast

MG

Jun 19

3

Balanced Scorecard Module III: Define and Provide Examples of Balanced Scorecard WEBCAST EVENING, 4-7PM

15WBAJN19D

99

129

Webcast

MG

Jun 19

2

Bitcoin - What You Should Know About This Digital Currency WEBINAR, 11AM-1PM

15WNCJN19A

79

94

Webinar

SK

Jun 19

8

Controls, Risks and Financial Reporting WEBCAST, 8:30AM-4PM

15WBCJN19A

275

375

Webcast

A&A

Jun 19

8

Entertainment Industry Conference WEBCAST , 8:45AM5:10PM

15WBCJN19B

325

425

Webcast

SK

Jun 20

2

Take Your Writing to the Next Level: MS Word Can Make You a Better Communicator WEBCAST, 2-4PM

15WBAJN20A

79

109

Webcast

TEC

Jun 20

2

iPad/Tablet - Working With Excel Spreadsheets on Your Tablet WEBINAR, 10AM-12PM

15WNCJN20A

79

94

Webinar

TEC

Jun 20

8

Detecting Fraudulent Financial Reporting WEBCAST, 8:30AM4:30PM

15WBCJN20A

275

375

Webcast

A&A

Jun 23

2

401(k)s and Retirement Plans For Small Businesses WEBCAST, 7-9AM

15WBAJN23A

79

109

Webcast

PFP

Jun 23

2

Understanding When to Take Social Security WEBCAST, 9-11AM

15WBAJN23B

79

109

Webcast

PFP

Jun 23

2

Your Clients Medicare Benefits and Solutions to Long Term Care WEBCAST, 11AM-1PM

15WBAJN23C

79

109

Webcast

PFP

Jun 23

2

Passive Activities - A Primer WEBINAR, 7-9AM

15WNCJN23A

79

94

Webinar

TAX

Jun 23

2

Closing Best Practices - Shortening Month End WEBINAR, 8-10AM

15WNCJN23B

79

94

Webinar

A&A

Jun 23

2

Profit Improvement: Use Process Analysis to Identify Opportunities WEBINAR, 11AM-1PM

15WNCJN23C

79

94

Webinar

A&A

Jun 23

8

Auditing Defined Contribution Plans WEBCAST, 8AM-4PM

15WBWAEMP

265

340

Webcast

A&A

-30

Jun 23

8

Accounting and Auditing Update WEBCAST, 8:30AM-4:30PM

15WBCJN23A

275

375

Webcast

A&A

Jun 24

4

Managing Electronically Stored Information Securely WEBCAST, 7-11AM

15WBAJN24A

129

159

Webcast

TEC

Jun 24

2

Fraud Brainstorming and Interviewing Techniques for Auditors and Accountants WEBCAST, 7-9AM

15WBAJN24B

79

109

Webcast

A&A

Jun 24

2

Recognizing Sham Transactions WEBCAST, 10AM-12PM

15WBAJN24C

79

109

Webcast

MG

Jun 24

2

10 Common Investment Mistakes & How to Avoid Them Using Monte Carlo Simulations WEBCAST, 10AM-12PM

15WBAJN24D

79

109

Webcast

PFP

Jun 24

4

Taking your Small Business Paperless WEBCAST, 11AM-3PM

15WBAJN24E

129

159

Webcast

MG

Jun 24

2

Benford’s Law - A Valuable Audit Tool WEBCAST, 11AM-1PM

15WBAJN24F

79

109

Webcast

A&A

ç New |  non-tech credits |

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

26 | Washington Professional Education Catalog 2014 www.wscpa.org


Webcasts & Webinars

Register at www.wscpa.org or page 43

Fees Date

Webcast / Webinar

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Format

Jun 24

2

Accounting IS Changing! Are YOU Ready? Module I WEBCAST, 3-5PM

15WBAJN24G

79

109

Webcast

A&A

Jun 24

3

Accounting IS Changing! Are YOU Ready? Goals, Strategy, Scorecard, KPIs, Budgeting, Improvement, Compensation: Module II WEBCAST EVENING, 4-7PM

15WBAJN24H

99

129

Webcast

A&A

Jun 24

1 6 Punctuation That Counts: Catch Your Mistakes Before Your Read- 15WBAJN24I ers Do! WEBCAST, 8-9AM

59

79

Webcast

PD

Jun 24

2

Fraud: 10 Scary Cases in Audits WEBINAR, 8-10AM

15WNCJN24A

79

94

Webinar

A&A

Jun 24

2

Talent Management for the Modern Practice WEBINAR, 9-11AM

15WNCJN24B

79

94

Webinar

MG

Jun 24

2

Fraud: 10 Scary Cases in Compilations and Reviews WEBINAR, 11AM-1PM

15WNCJN24C

79

94

Webinar

A&A

15WBAJN24J

59

79

Webcast

PD

15WBWFRU

265

340

Webcast

A&A

ç Jun 24 Jun 24

1 6 Writing That Sells! How to Influence and Persuade on Paper WEBCAST, 9-10AM 8

FASB Review: Common GAAP Issues Impacting All CPAs WEBCAST, 8AM-4PM

-30

Jun 24

8

Preparing Form 5500 WEBCAST, 8:30AM-4PM

15WBCJN24B

275

375

Webcast

TAX

Jun 24

8

Other Comprehensive Basis of Accounting Fundamentals WEBCAST, 8:30AM-4:30PM

15WBCJN24A

275

375

Webcast

A&A

Jun 24

8

No More Secret Decoder Ring: Inside Schedules B & D WEBCAST, 8:30AM-4PM

15WBCJN24C

275

375

Webcast

TAX

Jun 25

4

Rebuilding a Successful Retirement WEBCAST, 7-11AM

15WBAJN25A

129

159

Webcast

PFP

Jun 25

2

Mistakes Were Made--Heads Rolled; The Responsibilities of the Governing Board WEBCAST, 7-9AM

15WBAJN25B

79

109

Webcast

GNP

Jun 25

4

Balanced Scorecard Module I: Overview WEBCAST, 8AM-12PM

15WBAJN25C

129

159

Webcast

MG

Jun 25

4 6 Communication Miracles at Work: How to Increase Cooperation and Decrease Conflict WEBCAST, 10-2PM

15WBAJN25D

129

159

Webcast

PD

Jun 25

3

Fraud Deterrence, Prevention, and Detection WEBCAST, 11AM2PM

15WBAJN25E

99

129

Webcast

A&A

Jun 25

4

The Successful Family Business WEBCAST, 12-4PM

15WBAJN25F

129

159

Webcast

MG

Jun 25

1 6 Give Your Elevator Speech a Lift WEBCAST, 8-9AM

15WBAJN25G

59

79

Webcast

PD

Jun 25

2

Communicating Financial Information to Non-Accountants WEBINAR, 11AM-1PM

15WNCJN25A

79

94

Webinar

A&A

Jun 25

4

The New Group Audit Standard: Understanding the Essentials WEBCAST, 8:30AM-12PM

15WBCJN25A

138

188

Webcast

A&A

Jun 26

4

Technology Update for Industry WEBCAST, 10AM-2PM

15WBAJN26G

129

159

Webcast

TEC

Jun 26

2 6 Taking the Financial Executive?s Leadership to the Next Level WEBCAST, 11AM-1PM

15WBAJN25H

79

109

Webcast

PD

Jun 26

2

Outlook - Beyond Email; What You May Be Missing WEBINAR, 7-9AM

15WNCJN26A

79

94

Webinar

TEC

Jun 26

2

Detecting and Preventing Internal Fraud, Theft and Abuse WEBINAR, 8-10AM

15WNCJN26B

79

94

Webinar

A&A

Jun 26

2

Affordable Care Act - Key Issues for Individuals WEBINAR, 9-11AM

15WNCJN26C

79

94

Webinar

TAX

Jun 26

2

Affordable Care Act - Key Issues for Employers WEBINAR, 12-2PM

15WNCJN26D

79

94

Webinar

TAX

Jun 26

8

Key Ratio Analysis WEBCAST, 8:30AM-4PM

15WBCJN26A

275

375

Webcast

A&A

Jun 27

4

Data Backup and Recovery: Where is Your Data? WEBCAST, 7-11AM

15WBAJN27A

129

159

Webcast

TEC

Jun 27

4

Accounting in the Cloud vs. On-Premise, What You Need to Know WEBCAST, 11AM-3PM

15WBAJN27B

129

159

Webcast

TEC

Jun 27

4 6 Coaching Skills with NLP for CPAs, Controllers and Financial Managers WEBCAST, 12-4PM

15WBAJN27C

129

159

Webcast

PD

Jun 27

2

15WNCJN27A

79

94

Webinar

A&A

Creating Better Budgets: Plan for the Unknown WEBINAR, 8-10AM

ç New |  non-tech credits |

www.wscpa.org

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

Washington Professional Education Catalog 2014 | 27


Webcasts & Webinars

Register at www.wscpa.org or page 43 Fees

Date

Webcast / Webinar

Code

Financial Accounting for Related Party Transactions WEBINAR, 10AM-12PM

15WNCJN27B

79

94

Webinar

A&A

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Format

Jun 27

2

Jun 27

2 6 Lessons From the Playing Fields: What Sports Can Teach Accountants WEBINAR, 11AM-1PM

15WNCJN27C

79

94

Webinar

PD

Jun 28

2

Understand Inventory Accounting: GAAP, Software and Variance Recognition Basics WEBCAST SATURDAY, 12-2PM

15WBAJN28A

79

109

Webcast

A&A

Jun 28

3

Fraud Deterrence, Prevention, and Detection WEBCAST SATURDAY, 1-4PM

15WBSJN28B

99

129

Webcast

A&A

Jun 30

2

Pricing for Profitability: Why Cost Matters WEBCAST, 10AM12PM

15WBAJN30A

79

109

Webcast

A&A

Jun 30

2

Fraud: 2014 Alert for Small and Mid-Sized Entities WEBINAR, 9-11AM

15WNCJN30A

79

94

Webinar

A&A

Jun 30

2

The Digital Office - Securing Your Information WEBINAR, 10AM- 15WNCJN30B 12PM

79

94

Webinar

TEC

Jun 30

2 6 Better Performance Plans: The Microeconomics of Motivating Your Team WEBINAR, 11AM-1PM

79

94

Webinar

MG

15WNCJN30C

Jun 30

2

Fraud and the Affordable Care Act WEBINAR, 12-2PM

15WNCJN30D

79

94

Webinar

A&A

Jun 30

8

Cost Capitalization from A to Z WEBCAST, 8:30AM-4:30PM

15WBCJN30A

275

375

Webcast

TAX

Jul 7

8

A Comprehensive Guide to Schedule C WEBCAST, 8:30AM4PM

15WBCJL07A

275

375

Webcast

TAX

Jul 8

8

Compilation and Review Standards: the Annual Update and Review by Walter Haig WEBCAST, 8AM-4PM

15WBWCRURJ

285

360

Webcast

A&A

Jul 8

8

Business Valuation: A Review of the Essentials WEBCAST, 8:30AM-4:30PM

15WBCJL08A

275

375

Webcast

MG

Jul 8

8

Retirement Advising: Accumulation and Decumulation Strategies WEBCAST, 8:30AM-4PM

15WBCJL08B

275

375

Webcast

PFP

Jul 9

4

E Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement) WEBCAST, 8AM-12PM

15WBAJL09A

164

194

Webcast

Ethics

Jul 9

4

Washington Sales Tax and New Developments by Mark Hugh WEBCAST, 12-4PM

15WBAJL09B

129

159

Webcast

TAX

Jul 9

8

FASB and AICPA Update: Practical Guidance WEBCAST, 8:30AM-4PM

15WBCJL09A

275

375

Webcast

A&A

Jul 10

8

Top 10 Things Financial Planners Need to Know About Estate Planning WEBCAST, 8:30AM-4PM

15WBCJL10B

275

375

Webcast

PFP

Jul 10

8

Tech Tools and Gadgets for a More Efficient You WEBCAST, 8:30AM-4PM

15WBCJL10A

275

375

Webcast

TEC

Jul 14

8

Clients for Life: Retain Your Top Clients to Maximize Business Growth WEBCAST, 8:30AM-4PM

15WBCJL14A

275

375

Webcast

MG

Jul 15

8 6 Negotiate for Success: Psychology of Power Persuasion WEBCAST, 8:30AM-4:30PM

15WBCJL15A

275

375

Webcast

PD

Jul 16

4

Y A133 Audits - 2014 What I Need To Know WEBCAST, 8AM12PM

15WBAJL16A

129

159

Webcast

GNP

Jul 16

4

Y A133 Audits - 2014 How I Can Do It Better WEBCAST, 12-4PM

15WBAJL16B

129

159

Webcast

GNP

Jul 16

8

15WBCJL16A

275

375

Webcast

TAX

IRAs: Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs WEBCAST, 8:30AM-4PM

Jul 17

4

Y Yellow Book Audits WEBCAST, 8AM-12PM

15WBAJL17A

129

159

Webcast

GNP

Jul 17

4

Y HUD Multifamily Housing Audits 2014 WEBCAST, 12-4PM

15WBAJL17B

129

159

Webcast

GNP

Jul 17

8

Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement WEBCAST, 8AM4PM

15WBWDRMM

280

355

Webcast

TAX

Jul 17

8

Basis Calculations & Distributions for Pass-Through Entity Owners: Schedule K-1 Analysis WEBCAST, 8:30AM-4PM

15WBCJL17A

275

375

Webcast

TAX

Jul 18

8

The Best Income Tax, Estate Tax and Financial Planning Ideas for 2014 WEBCAST, 8AM-4PM

15WBWIEFP

280

355

Webcast

TAX

ç New |  non-tech credits |

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

28 | Washington Professional Education Catalog 2014 www.wscpa.org


Webcasts & Webinars

Register at www.wscpa.org or page 43

Fees Date

Webcast / Webinar

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Format

Jul 18

8

Federal Tax Update: Individual and Business Current Developments WEBCAST, 8:30AM-4PM

15WBCJL18B

275

375

Webcast

TAX

Jul 18

4

Fraud: Essential Audit Tools and Techniques WEBCAST, 8:30AM12PM

15WBCJL18A

138

188

Webcast

A&A

Jul 21

8

Jul 21

8

College Financial Planning WEBCAST, 8:30AM-4PM

15WBCJL21A

275

375

Webcast

SK

15WBCJL21B

275

375

Webcast

GNP

Jul 22

8

Federal Tax Appeals and Alternative Dispute Resolution WEBCAST, 8:30AM-4:30PM

15WBCJL22B

275

375

Webcast

TAX

Jul 22

4

Financial Reporting Framework for Small and Medium Sized Enti- 15WBCJL22A ties WEBCAST, 8:30AM-12PM

138

188

Webcast

A&A

Jul 23

8

Introduction to XBRL: New Opportunities for CPAs WEBCAST, 8:30AM-4PM

15WBCJL23B

275

375

Webcast

TEC

Y Nor-for-Profit Accounting and Auditing Update WEBCAST, 8:30AM-4PM

Jul 23

8

Review of Significant Accounting Topics WEBCAST, 8:30AM-4PM

15WBCJL23A

275

375

Webcast

A&A

Jul 24

8

Multi-Task Role of the CFO/Controller WEBCAST, 8:30AM-4PM

15WBCJL24B

275

375

Webcast

MG

Jul 24

4

Form 990 Basics WEBCAST, 8:30AM-12PM

15WBCJL24A

138

188

Webcast

GNP

Jul 25

8

Stocks, Bonds and Mutual Funds: A Comprehensive Guide to Successful Investing WEBCAST, 8:30AM-4PM

15WBCJL25B

275

375

Webcast

PFP

Jul 25

4

Practical Guide to Accounting Fraud WEBCAST, 8:30AM-12PM

15WBCJL25A

138

188

Webcast

A&A

Jul 28

8

Surgent McCoy’s Comprehensive Guide to Tax Depreciation, Amortization and Property WEBCAST, 8AM-4PM

15WBWTDAP

280

355

Webcast

TAX

Jul 28

8

Advanced Personal Financial Planning Update WEBCAST, 8:30AM-4PM

15WBCJL28A

275

375

Webcast

PFP

Jul 28

8

Financial Statement Analysis: Unraveling the Mystery For Manage- 15WBCJL28B ment WEBCAST, 8:30AM-4PM

275

375

Webcast

A&A

Jul 29

2

Marketing Management for CFOs and Other Financial Managers WEBCAST, 8-10AM

15WBAJL29A

79

109

Webcast

MG

Jul 29

1 6 Punctuation That Counts: Catch Your Mistakes Before Your Read- 15WBAJL29B ers Do! WEBCAST, 8-9AM

59

79

Webcast

PD

1 6 Writing That Sells! How to Influence and Persuade on Paper WEBCAST, 9-10AM

15WBAJL25C

59

79

Webcast

PD

ç Jul 29 Jul 29

8

Social Security, Medicare and Prescription Drug Retirement Benefits WEBCAST, 8AM-4PM

15WBWSSRB

280

355

Webcast

TAX

Jul 29

8

Investment Planning Re-created: New Strategies for Today’s Environment WEBCAST, 8:30AM-4PM

15WBCJL29A

275

375

Webcast

PFP

Jul 30

1 6 Give Your Elevator Speech a Lift WEBCAST , 8-9AM

15WBAJL30A

59

79

Webcast

PD

Jul 30

8

What Your Broker Won’t Tell You About Insurance Planning WEB- 15WBCJL30A CAST, 8:30AM-4PM

275

375

Webcast

SK

Aug 4

8

Business Succession Planning and Exit Strategies WEBCAST, 8:30AM-4PM

15WBCAU04B

275

375

Webcast

MG

Aug 4

8

Business Plans That Work WEBCAST, 8:30AM-4:30PM

15WBCAU04A

275

375

Webcast

MG

Aug 5

8

Advanced Tax Practice WEBCAST, 8AM-4PM

15WBWATP

270

345

Webcast

TAX

Aug 5

8

15WBCAU05A

275

375

Webcast

MG

Aug 6

4

E Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement) WEBCAST, 8AM-12PM

Building a CPA Practice WEBCAST, 8:30AM-4:30PM

15WBAAU06A

164

194

Webcast

Ethics

Aug 6

4

Washington Sales Tax and New Developments by Mark Hugh WEBCAST, 12-4PM

15WBAAU06B

129

159

Webcast

TAX

Aug 6

8

New “Repair Regs” - Sec. 263 WEBCAST, 8AM-4PM

15WBWNRR

270

345

Webcast

TAX

Aug 6

8

Financial Statement Disclosures for the Tax Practitioner WEBCAST, 8:30AM-4PM

15WBCAU06A

275

375

Webcast

A&A

Aug 6

8

Personal Financial Statements WEBCAST, 8:30AM-4:30PM

15WBCAU06B

275

375

Webcast

PFP

Aug 6

8

A Comprehensive Guide to Schedule C WEBCAST, 8:30AM4PM

15WBCAU05B

275

375

Webcast

TAX

ç New |  non-tech credits |

www.wscpa.org

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

Washington Professional Education Catalog 2014 | 29


Webcasts & Webinars

Register at www.wscpa.org or page 43 Fees

Date

Webcast / Webinar

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Format

Aug 7

8

Financial Statement Analysis WEBCAST, 8:30AM-4:30PM

15WBCAU07A

275

375

Webcast

A&A

Aug 7

8

Federal Tax Implications of Health Care Reform WEBCAST, 8:30AM-4PM

15WBCAU07B

275

375

Webcast

TAX

Aug 8

8 6 Managing Successful Teams WEBCAST, 8:30AM-4:30PM

15WBCAU08A

275

375

Webcast

MG

Aug 8

8

Passive Activities and Rental Real Estate Income Tax Issues WEBCAST, 8:30AM-4PM

15WBCAU08B

275

375

Webcast

TAX

Aug 11

8

Personal Financial Planning in Intriguing Times WEBCAST, 8:30AM-4PM

15WBCAU11A

275

375

Webcast

PFP

Aug 11

8

Real Estate Taxation (25% CA Content) WEBCAST, 8:30AM4:30PM

15WBCAU11B

275

375

Webcast

TAX

Aug 12

8

Corporate Income Tax Return Fundamentals WEBCAST, 8:30AM-4:30PM

15WBCAU12A

275

375

Webcast

TAX

Aug 12

8

Y Not-for-Profit Organizations: Accounting and Auditing Principles WEBCAST, 8:30AM-4PM

15WBCAU12B

275

375

Webcast

GNP

Aug 13

4

Y A133 Audits - 2014 What I Need To Know WEBCAST, 8AM12PM

15WBAAU13A

129

159

Webcast

GNP

Aug 13

4

Y A133 Audits - 2014 How I Can Do It Better WEBCAST, 12-4PM

15WBAAU13B

129

159

Webcast

GNP

Aug 14

4

Y Yellow Book Audits WEBCAST, 8AM-12PM

15WBAAU14A

129

159

Webcast

GNP

Aug 14

4

Y HUD Multifamily Housing Audits 2014 WEBCAST, 12-4PM

15WBAAU14B

129

159

Webcast

GNP

Aug 14

8

Critical Tools for Today’s Controller and CFO WEBCAST, 8AM4PM

15WBWCDLT

265

340

Webcast

MG

Aug 14

8

Settled and Approved: Fiduciary Accounting from Start to Finish WEBCAST, 8:30AM-4:30PM

15WBCAU14A

275

375

Webcast

A&A

Aug 15

8

Financial Statement Analysis: Basis for Management Advice WEBCAST, 8AM-4PM

15WBWFSABM

265

340

Webcast

A&A

Aug 15

8

Accounting Analysis Basics WEBCAST, 8:30AM-4PM

15WBCAU15A

275

375

Webcast

A&A

Aug 15

4

Top 10 AMT Causes and Planning Strategies WEBCAST, 8:30AM12PM

15WBCAU15B

138

188

Webcast

TAX

Aug 18

8

Advanced Tax Planning Techniques WEBCAST, 8:30AM-4:30PM

15WBCAU18A

275

375

Webcast

MG

Aug 19

8

Everything You Need to Know About Trusts WEBCAST, 8:30AM4:30PM

15WBCAU19B

275

375

Webcast

PFP

Aug 19

8

Controls, Risks and Financial Reporting WEBCAST, 8:30AM-4PM

15WBCAU19A

275

375

Webcast

A&A

Aug 20

8

Internal Control: Essentials for Accountants, and Auditors WEBCAST, 8AM-4PM

15WBWICDAD

265

340

Webcast

A&A

Aug 20

8

GAAP Update WEBCAST, 8:30AM-4:30PM

15WBCAU20A

275

375

Webcast

A&A

Aug 21

8

Preventing and Detecting Identity Theft WEBCAST, 8AM-4PM

15WBWIDENT

265

340

Aug 21

8

Documentation Requirements, Design and Reviewing Techniques of Workpapers WEBCAST, 8:30AM-4:30PM

15WBCAU21A

275

375

Aug 22

8

Forensic Accounting Investigative Practices WEBCAST, 8AM-4PM 15WBWFAIP

265

340

Aug 22

8

Enterprise Risk Management for Small and Medium-Sized Enterprises: Enhance Fraud Protection and Profitability in Your Organization WEBCAST, 8:30AM-4PM

275

375

15WBCAU22A

-30

-30

-30

-30

-30

Webcast

A&A

Webcast

A&A

Webcast

A&A

Webcast

A&A

Aug 25

8

Fair Value: Explained and Updated WEBCAST, 8:30AM-4:30PM

15WBCAU25A

275

375

Webcast

A&A

Aug 26

2

Marketing Management for CFOs and Other Financial Managers WEBCAST, 8-10AM

15WBAAU26A

79

109

Webcast

MG

Aug 26

1 6 Punctuation That Counts: Catch Your Mistakes Before Your Read- 15WBAAU26B ers Do! WEBCAST, 8-9AM

59

79

Webcast

PD

1 6 Writing That Sells! How to Influence and Persuade on Paper WEBCAST, 9-10AM

15WBAAU26C

59

79

Webcast

PD

Aug 27

1 6 Give Your Elevator Speech a Lift WEBCAST , 8-9AM

15WBAAU27A

59

79

Webcast

PD

Aug 27

8

15WBWWSTX

265

340

Webcast

TAX

ç Aug 26

Washington Tax and New Developments by Mark Hugh WEBCAST, 8AM-4PM

ç New |  non-tech credits |

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

30 | Washington Professional Education Catalog 2014 www.wscpa.org


Webcasts & Webinars

Register at www.wscpa.org or page 43

Fees Date

Webcast / Webinar

Code

For more information, enter code in catalog at www.wscpa.org

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

Format

Aug 27

8

Retirement Distributions: Planning Options WEBCAST, 8:30AM4PM

15WBCAU27A

275

375

Webcast

PFP

Aug 28

8

The Top Business Tax Mistakes Practitioners Make and How to Fix Them WEBCAST, 8AM-4PM

15WBWBTBB

280

355

Webcast

TAX

Revenue: Past, Present and Future WEBCAST, 8:30AM-4PM

15WBCAU28B

275

375

Webcast

A&A

Y HUD Audits of Multifamily Housing Projects: Audit Requirements 15WBCAU28A Under the HUD Audit Guide and A-133WEBCAST, 8:30AM-4PM

275

375

Webcast

GNP

280

355

Webcast

TAX

Aug 28

8

Aug 28

8

Aug 29

8

Surgent McCoy’s Handbook for Mastering Basis, Distributions and Loss Limitation Issues WEBCAST, 8AM-4PM Y A-133 Audits: A Case Study Approach WEBCAST, 8:30AM-4PM

15WBWHMBI

Aug 29

8

15WBCAU29A

275

375

Webcast

GNP

Aug 29

8

Financial Reporting:Your Guide to Reading IFRS Annual Financial Reports WEBCAST, 8:30AM-4PM

15WBCAU29B

275

375

Webcast

A&A

Sep 5

8

Financial Statement Preparation for Your QuickBooks Clients WEBCAST, 8:30AM-4PM

15WBCST05A

275

375

Webcast

A&A

Sep 8

4

Y A133 Audits - 2014 What I Need To Know WEBCAST EVENING, 1-5PM

15WBSSP08A

129

159

Webcast

GNP

Y Yellow Book Audits WEBCAST EVENING, 1-5PM

Sep 8

4

15WBSSP08B

129

159

Webcast

GNP

Sep 8

8

Basic Accounting and Auditing for the Construction Industry WEBCAST, 8:30AM-4:30PM

15WBCST08A

275

375

Webcast

A&A

Sep 9

8

Compilation and Review Standards: the Annual Update and Review by Walter Haig, 8AM-4PM

15WBWCRURS

285

360

Webcast

A&A

Sep 10

4

E Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement) WEBCAST, 8AM-12PM

15WBASP10A

164

194

Webcast

Ethics

Sep 10

4

Washington Sales Tax and New Developments by Mark Hugh WEBCAST, 12-4PM

15WBASP10B

129

159

Webcast

TAX

Sep 10

8

Complex Accounting and Auditing Issues for the Construction Industry WEBCAST, 8:30AM-4:30PM

15WBCST10A

275

375

Webcast

A&A

Sep 11

4

Y A133 Audits - 2014 How I Can Do It Better WEBCAST EVENING, 1-5PM

15WBSSP11A

129

159

Webcast

GNP

Sep 11

4

Y HUD Multifamily Housing Audits 2014 WEBCAST EVENING, 1-5PM

15WBSSP11B

129

159

Webcast

GNP

Sep 19

8

GAAP Update WEBCAST, 8:30AM-4:30PM

15WBCST19A

275

375

Webcast

A&A

Sep 22

8

Motion Picture and Television Industry: Accounting & Auditing Overview WEBCAST, 8:30AM-4:30PM

15WBCST22B

275

375

Webcast

SK

Sep 22

8

Foreign Information Tax Returns and the IRS Offshore Voluntary Disclosure Program WEBCAST, 8:30AM-4:30PM

15WBCST22A

275

375

Webcast

TAX

Sep 23

4

College Financial Aid - The Best Kept Secret in America WEBCAST, 8-11:30AM

15WBWCFA

110

145

Webcast

SK

Sep 25

8

IT Risks and Controls in Current and Emerging Environments WEBCAST, 8AM-4PM

15WBWITRC

265

340

Webcast

A&A

Webcast

PD

Webcast

A&A

-30

Sep 25

8 6 Marketing the CPA in Public Practice WEBCAST, 8:30AM-4PM

15WBCST25A

275

375

Sep 26

8

Common Frauds and Internal Controls for Revenue, Purchasing, and Cash Receipts WEBCAST, 8AM-4PM

15WBWCFIC

265

340

Sep 26

8

Annual Financial Management Spotlight: 4 Current Topics WEBCAST, 8:30AM-4PM

15WBCST26A

275

375

Webcast

MG

Sep 30

2

Marketing Management for CFOs and Other Financial Managers WEBCAST, 8-10AM

15WBASP30A

79

109

Webcast

MG

Oct 14

8

Annual Update for Controllers WEBCAST, 8AM-4PM

15WBWSKSB

265

340

-30

Webcast

MG

Oct 15

8

Toolkit of Best Practices for Today’s Controller and Financial Manager WEBCAST, 8AM-4PM

15WBWTKBP

265

340

-30

Webcast

MG

Oct 16

8

Compilation and Review Standards: the Annual Update and Review by Walter Haig WEBCAST, 8AM-4PM

15WBWCRURO 285

360

Webcast

A&A

Oct 20

8

International Taxation: To and From the United States WEBCAST, 15WBWITTF 8AM-4PM

Webcast

TAX

ç New |  non-tech credits |

www.wscpa.org

265

340

-30

-30

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

Washington Professional Education Catalog 2014 | 31


Webcasts & Webinars

Register at www.wscpa.org or page 43 Fees

Date

Webcast / Webinar

Code

WSCPA Member Fee

NonMember Fee

AICPA Member Discount

For more information, enter code in catalog at www.wscpa.org

Format

Oct 21

8

Multistate Income Tax WEBCAST, 8AM-4PM

15WBWMIT

265

340

-30

Webcast

TAX

Oct 22

8

Annual Tax Update: Individuals and Sole Proprietors WEBCAST, 8AM-4PM

15WBWTSUI

265

340

-30

Webcast

TAX

Nov 7

8

IFRS vs. GAAP: What are the Differences? WEBCAST, 8AM-4PM

15WBWIUSA

265

340

-30

Webcast

A&A

Dec 3

8

Tips and Tricks for Handling IRS Disputes WEBCAST, 8AM-4PM

15WBWDIRS

265

340

-30

Webcast

TAX

Dec 9

8

Taxation for Individuals Living Abroad WEBCAST, 8AM-4PM

15WBWTILA

265

340

-30

Webcast

TAX

Dec 10

8

CFO Series - Financial Statement and Cash Flow Forecasting and Modeling WEBCAST, 8AM-4PM

15WBWCFOSF

265

340

Webcast

A&A

Dec 22

8

S Corporations: Key Issues, Compliance, and Tax Strategies WEBCAST, 8AM-4PM

15WBWSCORP

265

340

-30

Webcast

TAX

Dec 23

8

Hottest Tax Topics for 2014 WEBCAST, 8AM-4PM

15WBWHOT

265

340

-30

Webcast

TAX

30-Jan

8

AICPA’s Annual Federal Tax Update WEBCAST, 8AM-4PM

15WBWPTU

265

340

-30

Webcast

TAX

20-Mar

8

CFO Series - Valuation, Acquisitions, Capital Projects and Leveraged Buyouts WEBCAST, 8AM-4PM

15WBWCFOSV

265

340

Webcast

MG

23-Mar

8

Advanced Controller and CFO Skills, 8AM-4PM

15WBWACCS

265

340

Webcast

MG

24-Mar

8

Creating Great Budgets: Maximizing Profits, People, and Power, 8AM-4PM

15WBWCSCB

265

340

Webcast

MG

Do you need assistance finding a CPE program? Call (800) 272-8273 (Toll-free in WA) or (425) 644-4800. Or send an e-mail to cpe@wscpa.org. New CPE programs are added regularly to the online catalog: www.wscpa.org/CPE/catalog ç New |  non-tech credits |

Webcast from WSCPA | E Ethics credits |  Conference | Y Yellow Book | C CFP | l Chapter event | S Season Ticket/Coupons N/A

32 | Washington Professional Education Catalog 2014 www.wscpa.org


Curriculum Index

Register at www.wscpa.org or page 43 Register at www.wscpa.org or page 28

Curriculum index

Code

City

Page

Accounting & Auditing 2014 Business Fraud Update WEBCAST........................................................................................................................................15WBAJN05B........ Webcast...........................................23 A Comprehensive Approach to Firm Analysis and Valuation - Part 2......................................................................................15CHOMJN01....... Olympia...........................................18 Accounting & Auditing Conference..................................................................................................................................................15AAC...................... Seattle..............................................18 Accounting & Reporting Standards: An Update & Review of GAAP, Special Purpose Frameworks, Comp...................15ARSURAU.......... Coeur d’Alene...............................17 Accounting Analysis Basics WEBCAST...........................................................................................................................................15WBCAU15A...... Webcast...........................................30 Accounting and Auditing Update WEBCAST................................................................................................................................15WBCJN23A........ Webcast...........................................26 Accounting and Reporting Standards: An Update and Review of GAAP, Special Purpose Frameworks, Comp...........14ARSUR04............ Port Townsend...............................18 Accounting and Reporting Standards: An Update and Review of GAAP, Special Purpose Frameworks, Comp...........15ARSURDE........... Bellevue...........................................16 Accounting and Reporting Standards: An Update and Review of GAAP, Special Purpose Frameworks, Comp...........15ARSURJL............. Chelan..............................................17 Accounting IS Changing! Are YOU Ready? Module I WEBCAST............................................................................................15WBAJN24G....... Webcast...........................................27 Accounting IS Changing! Are YOU Ready? Goals, Strategy, Scorecard, KPIs, Budgeting, Improvement, .........................15WBAJN24H....... Webcast...........................................27 Accounting’s Perfect Storm 2014 Update: Four Issues That Might Change Financial Reporting As You Know It! ......15WBSJN05H......... Webcast...........................................23 Advanced FASB Review: Complex GAAP Issues..........................................................................................................................15AFASBNV............ Bellevue...........................................14 Alternatives to GAAP - Using Special Purpose Frameworks....................................................................................................15CTBOC............... Bellevue...........................................14 Annual Accounting and Auditing Workshop...................................................................................................................................15AAUWOC.......... Bellevue...........................................13 Annual Accounting Update and Review for Accountants in Industry......................................................................................15AAUDIAU........... Bellevue...........................................11 Annual Accounting Update and Review for Accountants in Industry......................................................................................15AAUDIMR.......... Bellevue...........................................17 Annual Update for Compilation and Review Engagements.......................................................................................................15CORUDE............ Tacoma.............................................20 Annual Update for Compilation and Review Engagements.......................................................................................................15CORUNV........... Lynnwood.......................................18 Audit Workpapers: Documenting and Reviewing Field Work...................................................................................................15AUDWJN............ Bellevue...........................................11 Auditing Defined Contribution Plans..............................................................................................................................................15AEMPJN............... Bellevue...........................................11 Auditing Defined Contribution Plans WEBCAST........................................................................................................................15WBCJN12A........ Webcast...........................................25 Auditing Defined Contribution Plans WEBCAST........................................................................................................................15WBWAEMP........ Webcast...........................................26 Auditing Employee Benefit Plans.......................................................................................................................................................15EBPEJN................ Bellevue...........................................11 Auditing Employee Benefit Plans WEBCAST.................................................................................................................................15WBWEBPE......... Webcast...........................................24 Auditing For Fraud WEBCAST.........................................................................................................................................................15WBAJN09H....... Webcast...........................................24 Auditing Standards Update and Review by Walter Haig.............................................................................................................15AUURDE............. Bellevue...........................................16 Audits of 401(k) Plans.........................................................................................................................................................................15AFKPJN............... Bellevue...........................................10 Audits of 403(b) Plans WEBCAST...................................................................................................................................................15WBCJN06A........ Webcast...........................................24 Basic Accounting and Auditing for the Construction Industry WEBCAST............................................................................15WBCST08A....... Webcast...........................................31 Benford’s Law - A Valuable Audit Tool WEBCAST........................................................................................................................15WBAJN24F......... Webcast...........................................26 Best Practices for Industry Selecting and Implementing Accounting Software WEBCAST..............................................15WBAJN05C........ Webcast...........................................23 CFO Series - Financial Statement and Cash Flow Forecasting and Modeling WEBCAST..................................................15WBWCFOSF..... Webcast...........................................32 Cheap Stock Guide:Valuing Stock Based Compensation for Privately Held Companies WEBCAST.............................15WBCJN16A........ Webcast...........................................25 Clarified Auditing Standards: What You Need to Know..............................................................................................................15CLARST.............. Bellevue...........................................13 Closing Best Practices - Shortening Month End WEBINAR......................................................................................................15WNCJN23B....... Webinar...........................................26 Common Frauds and Internal Controls for Revenue, Purchasing, and Cash Receipts........................................................15CFICST................ Bellevue...........................................13 Common Frauds and Internal Controls for Revenue, Purchasing, and Cash Receipts WEBCAST..................................15WBWCFIC......... Webcast...........................................31 Communicating Financial Information to Non-Accountants WEBINAR................................................................................15WNCJN25A....... Webinar...........................................27 Compilation and Review Annual Update........................................................................................................................................15CRAUDNV......... Bellingham.......................................17 Compilation and Review Engagement Fundamentals..................................................................................................................15FCREOC............. Bellevue...........................................14 Compilation and Review Standards: the Annual Update and Review by Walter Haig.........................................................14CRUR07.............. Spokane...........................................19 Compilation and Review Standards: the Annual Update and Review by Walter Haig.........................................................14CRUR08.............. Bellevue...........................................10 Compilation and Review Standards: the Annual Update and Review by Walter Haig.........................................................15CRURDE............. Bellevue...........................................16 Compilation and Review Standards: the Annual Update and Review by Walter Haig.........................................................15CRURJA............... Bellevue...........................................16 Compilation and Review Standards: the Annual Update and Review by Walter Haig.........................................................15CRURJL............... Bellevue...........................................11 Compilation and Review Standards: the Annual Update and Review by Walter Haig.........................................................15CRURNV............ Spokane...........................................19 Compilation and Review Standards: the Annual Update and Review by Walter Haig.........................................................15CRUROC............ Bellevue...........................................13 Compilation and Review Standards: the Annual Update and Review by Walter Haig.........................................................15CRURST.............. Bellevue...........................................12 Compilation and Review Standards: the Annual Update and Review by Walter Haig.........................................................15WBWCRURS.... Webcast...........................................31 Compilation and Review Standards: the Annual Update and Review by Walter Haig WEBCAST...................................15WBWCRURJ..... Webcast...........................................28 Compilation and Review Standards: the Annual Update and Review by Walter Haig WEBCAST...................................15WBWCRURO... Webcast...........................................31 Complex Accounting and Auditing Issues for the Construction Industry WEBCAST........................................................15WBCST10A....... Webcast...........................................31 Construction Contractors: Accounting, Auditing and Tax.........................................................................................................15CAATNV............. Bellevue...........................................14 Contemporary Cost Concepts: Understanding Activity-Based Costing WEBCAST...........................................................15WBAJN17B........ Webcast...........................................25 Controls, Risks and Financial Reporting WEBCAST....................................................................................................................15WBCAU19A...... Webcast...........................................30 Controls, Risks and Financial Reporting WEBCAST....................................................................................................................15WBCJN19A........ Webcast...........................................26 Creating Better Budgets: Plan for the Unknown WEBINAR....................................................................................................15WNCJN27A....... Webinar...........................................27 Creating the Best Projections You Can WEBCAST.....................................................................................................................15WBAJN10A........ Webcast...........................................24 Detecting and Preventing Internal Fraud, Theft and Abuse WEBINAR...................................................................................15WNCJN26B....... Webinar...........................................27 Detecting Fraudulent Financial Reporting WEBCAST................................................................................................................15WBCJN20A........ Webcast...........................................26 Digging Deeper with Data Analysis..................................................................................................................................................15DDDANV........... Bellevue...........................................14 Documentation Requirements, Design and Reviewing Techniques of Workpapers WEBCAST.......................................15WBCAU21A...... Webcast...........................................30 Enterprise Risk Management for Small and Medium-Sized Enterprises: Enhance Fraud Protection and Profitability.15WBCAU22A...... Webcast...........................................30 Fair Value Accounting...........................................................................................................................................................................15FVANV................. Bellevue...........................................14 Fair Value: Explained and Updated WEBCAST..............................................................................................................................15WBCAU25A...... Webcast...........................................30 FASB and AICPA Update: Practical Guidance WEBCAST..........................................................................................................15WBCJL09A......... Webcast...........................................28

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Curriculum Index

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Curriculum index

Code

City

Page

FASB Review for Business & Industry.............................................................................................................................................15FASBIOC............. Clarkston........................................17 FASB Review for Business & Industry.............................................................................................................................................15FASBIST............... Bellevue...........................................13 FASB Review: Common GAAP Issues Impacting All CPAs........................................................................................................15FRUJN.................. Bellevue...........................................11 FASB Review: Common GAAP Issues Impacting All CPAs WEBCAST...................................................................................15WBWFRU.......... Webcast...........................................27 Financial Accounting for Related Party Transactions WEBINAR...............................................................................................15WNCJN27B....... Webinar...........................................28 Financial Analysis in a Metrics Driven World WEBINAR............................................................................................................15WNCJN12B....... Webinar...........................................25 Financial Reporting Framework for Small and Medium Sized Entities WEBCAST..............................................................15WBCJL22A......... Webcast...........................................29 Financial Reporting Framework for SMEs......................................................................................................................................15FRFSJN................. Bellevue...........................................11 Financial Reporting:Your Guide to Reading IFRS Annual Financial Reports WEBCAST.....................................................15WBCAU29B...... Webcast...........................................31 Financial Statement Analysis - A Realistic Approach....................................................................................................................15FSAAU................. Bellevue...........................................12 Financial Statement Analysis - A Realistic Approach....................................................................................................................15FSPDNV.............. Bellingham.......................................17 Financial Statement Analysis WEBCAST.........................................................................................................................................15WBCAU07A...... Webcast...........................................30 Financial Statement Analysis: Basis for Management Advice.......................................................................................................15FSABMAU........... Bellevue...........................................12 Financial Statement Analysis: Basis for Management Advice WEBCAST.................................................................................15WBWFSABM..... Webcast...........................................30 Financial Statement Analysis: Unraveling the Mystery For Management WEBCAST...........................................................15WBCJL28B......... Webcast...........................................29 Financial Statement Disclosures for the Tax Practitioner WEBCAST.....................................................................................15WBCAU06A...... Webcast...........................................29 Financial Statement Preparation for Your QuickBooks Clients WEBCAST...........................................................................15WBCST05A....... Webcast...........................................31 Financial Statement Presentation and Disclosure - A Realistic Approach..............................................................................15FSPDMR.............. Bellevue...........................................17 Forensic Accounting Investigative Practices...................................................................................................................................15FAIPAU................ Bellevue...........................................12 Forensic Accounting Investigative Practices WEBCAST.............................................................................................................15WBWFAIP.......... Webcast...........................................30 Forensic Accounting: Fraudulent Reporting and Concealed Assets........................................................................................15FAFRAU............... Bellevue...........................................11 Fraud and Abuse in Government Entities WEBINAR..................................................................................................................15WNCJN06A....... Webinar...........................................24 Fraud and Abuse in Nonprofits WEBINAR...................................................................................................................................15WNCJN06C...... Webinar...........................................24 Fraud and the Affordable Care Act WEBINAR.............................................................................................................................15WNCJN30D...... Webinar...........................................28 Fraud Brainstorming and Interviewing Techniques for Auditors and Accountants WEBCAST.........................................15WBAJN24B........ Webcast...........................................26 Fraud Deterrence, Prevention, and Detection WEBCAST.........................................................................................................15WBAJN25E......... Webcast...........................................27 Fraud Deterrence, Prevention, and Detection WEBCAST SATURDAY.................................................................................15WBSJN28B......... Webcast...........................................28 Fraud: 10 Scary Cases in Audits WEBINAR...................................................................................................................................15WNCJN24A....... Webinar...........................................27 Fraud: 10 Scary Cases in Compilations and Reviews WEBINAR..............................................................................................15WNCJN24C...... Webinar...........................................27 Fraud: 2014 Alert for Small and Mid-Sized Entities WEBINAR.................................................................................................15WNCJN30A....... Webinar...........................................28 Fraud: Essential Audit Tools and Techniques WEBCAST.............................................................................................................15WBCJL18A......... Webcast...........................................29 GAAP Update WEBCAST..................................................................................................................................................................15WBCAU20A...... Webcast...........................................30 GAAP Update WEBCAST..................................................................................................................................................................15WBCST19A....... Webcast...........................................31 Group Audits: Clarifying the Complexities.....................................................................................................................................15GAUDJN............. Bellevue...........................................11 Guide to Business Combinations, Goodwill and Other Consolidation Issues......................................................................15AGCOC.............. Bellevue...........................................13 How to Conduct a Review Under the AICPA Practice Monitoring Program.......................................................................14HCRPM............... Bellevue...........................................10 Identifying Fraudulent Financial Transactions.................................................................................................................................15FEFFTNV............. Bellevue...........................................14 IFRS vs. GAAP: What are the Differences?.....................................................................................................................................15IUSANV............... Bellevue...........................................14 IFRS vs. GAAP: What are the Differences? WEBCAST...............................................................................................................15WBWIUSA......... Webcast...........................................32 Internal Control Best Practices for Small and Medium-Sized Entitles.....................................................................................15ICSMNV.............. Bellevue...........................................14 Internal Control: Essentials for Accountants, and Auditors........................................................................................................15ICDADAU........... Bellevue...........................................12 Internal Control: Essentials for Accountants, and Auditors........................................................................................................15ICDADNV.......... Tacoma.............................................20 Internal Control: Essentials for Accountants, and Auditors WEBCAST..................................................................................15WBWICDAD.... Webcast...........................................30 Internal Controls for Business - To Prevent Fraud and Loss WEBCAST................................................................................15WBAJN02A........ Webcast...........................................23 Interviewing and Interrogation WEBCAST....................................................................................................................................15WBAJN09G....... Webcast...........................................24 Interviewing and Interrogation WEBCAST....................................................................................................................................15WBAJN10E......... Webcast...........................................24 IT Risks and Controls in current and Emerging Environments.................................................................................................15ITRCST................ Bellevue...........................................13 IT Risks and Controls in Current and Emerging Environments WEBCAST..........................................................................15WBWITRC......... Webcast...........................................31 Key Ratio Analysis WEBCAST...........................................................................................................................................................15WBCJN26A........ Webcast...........................................27 Know Your Costs: Double Your Profit WEBINAR.......................................................................................................................15WNCJN12E....... Webinar...........................................25 Northwest Accounting Educators Conference.............................................................................................................................15NAEC................... Seattle..............................................18 Not-For-Profit Conference................................................................................................................................................................15NFPC................... Seattle..............................................18 OCBOA Financial Statements Preparation and Reporting........................................................................................................14CTB02.................. Bellevue...........................................10 Other Comprehensive Basis of Accounting Fundamentals WEBCAST..................................................................................15WBCJN24A........ Webcast...........................................27 Practical Guide to Accounting Fraud WEBCAST.........................................................................................................................15WBCJL25A......... Webcast...........................................29 Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and.14GOSME07........... Spokane...........................................19 Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and.14GOSME08........... Bellevue...........................................10 Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and.15ASURDE.............. Bellevue...........................................16 Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and.15ASURJA............... Bellevue...........................................16 Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and.15ASURJL................ Bellevue...........................................11 Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and.15ASURNV............. Spokane...........................................19 Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and.15ASUROC............. Bellevue...........................................13 Preparing Financial Statements for Small & Med Sized Businesses: An Update & Review of GAAP & Tax, Cash and.15ASURST............... Bellevue...........................................12 Preventing and Detecting Identity Theft.........................................................................................................................................15IDENTAU............ Bellevue...........................................12 Preventing and Detecting Identity Theft WEBCAST....................................................................................................................15WBWIDENT..... Webcast...........................................30 Pricing for Profitability: Why Cost Matters WEBCAST..............................................................................................................15WBAJN30A........ Webcast...........................................28 Profit Improvement: Use Process Analysis to Identify Opportunities WEBINAR...............................................................15WNCJN23C...... Webinar...........................................26

34 | Washington Professional Education Catalog 2014 www.wscpa.org


Curriculum Index

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Curriculum index

Code

City

Page

Profitable Pricing: Accounting’s Role WEBINAR..........................................................................................................................15WNCJN06D...... Webinar...........................................24 Proposed Accounting for Leases and Revenue Recognition: What it Means to Your Firm/Company.............................15ALRRNV............. Bellevue...........................................14 Real Estate Accounting and Auditing................................................................................................................................................15REAAJN............... Bellevue...........................................11 Real Estate Accounting and Auditing WEBCAST..........................................................................................................................15WBWREAA....... Webcast...........................................25 Reformatted Financial Statements: Inaction Can Lead to Complacency WEBCAST..........................................................15WBAJN05G....... Webcast...........................................23 Revenue Recognition...........................................................................................................................................................................15RRNSOC............ Bellevue...........................................13 Revenue Recognition: Getting the New Standard Right.............................................................................................................14RRNS04............... Bellevue...........................................10 Revenue: Past, Present and Future WEBCAST..............................................................................................................................15WBCAU28B...... Webcast...........................................31 Review of Significant Accounting Topics WEBCAST....................................................................................................................15WBCJL23A......... Webcast...........................................29 SEC Reporting.......................................................................................................................................................................................15SECROC.............. Bellevue...........................................13 Settled and Approved: Fiduciary Accounting from Start to Finish WEBCAST......................................................................15WBCAU14A...... Webcast...........................................30 Sham Transactions: Recognizing the Red Flags WEBINAR........................................................................................................15WNCJN17A....... Webinar...........................................26 Small Business Internal Control, Security and Fraud Prevention and Detection WEBCAST............................................15WBCJN11A........ Webcast...........................................25 Statement of Cash Flows: Preparation and Presentation............................................................................................................15FCFSOC.............. Bellevue...........................................14 Surgent’s Audit Skills Training - Level I - New Hire......................................................................................................................15AUD1ST.............. Bellevue...........................................13 Surgent’s Audit Skills Training - Level II - Staff Accountant..........................................................................................................15AUD2ST.............. Bellevue...........................................13 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Roadblocks Using....15BFHCDE.............. Bellevue...........................................16 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Roadblocks Using....15BFHCJA............... Bellevue...........................................16 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Roadblocks Using....15BFHCST.............. Bellevue...........................................12 The Financial Manager’s Role in Risk Analysis and Management WEBINAR.........................................................................15WNCJN03B....... Webinar...........................................23 The New Group Audit Standard: Understanding the Essentials WEBCAST.........................................................................15WBCJN25A........ Webcast...........................................27 The Personal Financial Health Checkup: A Process on How to Become Financially Self-Sufficient by Walter Haig....15PFHCDE.............. Bellevue...........................................16 The Personal Financial Health Checkup: A Process on How to Become Financially Self-Sufficient by Walter Haig....15PFHCJA............... Bellevue...........................................16 The ZZZZ Best Story: Ex-Con, Z Best CFO, Shares Techniques On How To Detect And Prevent Fraud....................15WNCJN16B....... Webinar...........................................25 U.S. GAAP Update................................................................................................................................................................................15USGUNV............ Vancouver.......................................20 Understand Inventory Accounting: GAAP, Software and Variance Recognition Basics WEBCAST SATURDAY..........15WBAJN28A........ Webcast...........................................28 Upcoming Peer Review: Is Your Firm Ready?.................................................................................................................................15SNPRJN............... Bellevue...........................................11 Update for Accountants and Auditors.............................................................................................................................................15AUAADE............. Tacoma.............................................20 Update for Accountants and Auditors.............................................................................................................................................15AUAAST.............. Bellevue...........................................12 Update for Accountants and Auditors: Latest Developments..................................................................................................14AUAA04.............. Bellevue...........................................10 Using Performance Metrics to Improve Financial Planning and Control WEBCAST..........................................................15WBAJN10D....... Webcast...........................................24 Using Performance Metrics to Improve Financial Planning and Control WEBCAST..........................................................15WBAJN19B........ Webcast...........................................26 Walkin, Talkin, Lookin, and Listenin, or Things That Most Auditors Don’t Do Well WEBCAST.......................................15WBAJN09E......... Webcast...........................................24 WEBCAST Accounting and Auditing with Excel...........................................................................................................................14WEBC199........... Webcast...........................................22 WEBCAST Business Fraud Update.................................................................................................................................................14WEBA375........... Webcast...........................................22 WEBCAST Business Fraud Update.................................................................................................................................................14WEBA405........... Webcast...........................................21 WEBCAST Contemporay Cost Concepts: Understanding Activity-Based Costing............................................................14WEBA367........... Webcast...........................................21 WEBCAST Interviewing and Interrogation...................................................................................................................................14WEBA403........... Webcast...........................................20 WEBCAST Recognizing Sham Transactions...................................................................................................................................14WEBA363........... Webcast...........................................20 WEBCAST Recognizing Sham Transactions...................................................................................................................................14WEBA409........... Webcast...........................................22 WEBCAST Risk Analysis and Management....................................................................................................................................14WEBA359........... Webcast...........................................20 WEBCAST Risk Analysis and Management....................................................................................................................................14WEBA373........... Webcast...........................................22 WEBCAST SATURDAY Auditing for Fraud...................................................................................................................................14SWEBA100......... Webcast...........................................21 WEBCAST SATURDAY Interviewing and Interrogation............................................................................................................14SWEBA099......... Webcast...........................................21 WEBCAST SATURDAY Using Performance Metrics to Improve Financial Planning and Control..................................14WEBA371........... Webcast...........................................22 WEBCAST SATURDAY What Does Fraud Look Like................................................................................................................14SWEBA102......... Webcast...........................................21 WEBCAST U.S. GAAP and IFRS Update........................................................................................................................................14WEBC197........... Webcast...........................................21 WEBCAST Understand Inventory Accounting GAAP, Software and Variance Recognition Basics..................................14WEBA372........... Webcast...........................................21 WEBCAST Understand Inventory Accounting GAAP, Software and Variance Recognition Basics..................................14WEBA406........... Webcast...........................................21 WEBCAST Understand Inventory Accounting GAAP, Software and Variance Recognition Basics..................................14WEBA413........... Webcast...........................................22 WEBCAST Update for Accountants and Auditors: Latest Developments............................................................................14WEBAUAA......... Webcast...........................................21 WEBCAST Using Performance Metrics to Improve Financial Planning and Control..........................................................14WEBA369........... Webcast...........................................21 WEBINAR AICPA Private Company Financial Reporting Standards.......................................................................................14WNR517............. Webinar...........................................22 WEBINAR Becoming a Virtual CFO: Ins and Outs......................................................................................................................14WNR499............. Webinar...........................................20 WEBINAR Becoming a Virtual CFO: Keys to Success................................................................................................................14WNR513............. Webinar...........................................22 WEBINAR Closing Best Practices - Shortening Month-End.....................................................................................................14WNR521............. Webinar...........................................22 WEBINAR Detecting and Preventing Internal Fraud, Theft and Abuse...................................................................................14WNR516............. Webinar...........................................22 WEBINAR Financial Accounting for LLCs and Partnerships - Part 2......................................................................................14WNR498............. Webinar...........................................20 WEBINAR Financial Accounting for LLCs and Partnerships - Part I.......................................................................................14WNR497............. Webinar...........................................20 WEBINAR Financial Accounting for Related Party Transactions..............................................................................................14WNR522............. Webinar...........................................22 WEBINAR Fraud Alert - How Fraud Can Impact You! ..............................................................................................................14WNR523............. Webinar...........................................22 WEBINAR Fraud and the Affordable Care Act.............................................................................................................................14WNR501............. Webinar...........................................20 WEBINAR Fraud: 10 Scary Cases in Audits...................................................................................................................................14WNR511............. Webinar...........................................22 WEBINAR Fraud: 10 Scary Cases in Compilations and Reviews.............................................................................................14WNR514............. Webinar...........................................22 WEBINAR Fraud: 2014 Alert for Small and Mid-Sized Entities.................................................................................................14WNR500............. Webinar...........................................20 WEBINAR S Corporations: Financial Accounting - Part 2.........................................................................................................14WNR515............. Webinar...........................................22 WEBINAR S Corporations: Financial Accounting - Part I..........................................................................................................14WNR512............. Webinar...........................................22

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Curriculum Index

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Curriculum index

Code

City

Page

Estate & Personal Financial Planning 10 Common Investment Mistakes & How to Avoid Them Using Monte Carlo Simulations WEBCAST.......................15WBAJN24D....... Webcast...........................................26 401(k)s and Retirement Plans For Small Businesses WEBCAST..............................................................................................15WBAJN23A........ Webcast...........................................26 Addressing Advanced Financial Planning Principles With A Financial Calculator WEBCAST............................................15WBCJN13A........ Webcast...........................................25 Advanced Personal Financial Planning Update WEBCAST.........................................................................................................15WBCJL28A......... Webcast...........................................29 Estate and Trust Conference (25% CA Content)WEBCAST....................................................................................................15WBCJN13B........ Webcast...........................................25 Everything You Need to Know About Trusts WEBCAST...........................................................................................................15WBCAU19B...... Webcast...........................................30 Investment Planning Re-created: New Strategies for Today’s Environment WEBCAST......................................................15WBCJL29A......... Webcast...........................................29 Investment Strategies for Armageddon WEBCAST SATURDAY..............................................................................................15WBSJN14E.......... Webcast...........................................25 Pension and Profit-Sharing Plan Strategies WEBCAST...............................................................................................................15WBCJN10A........ Webcast...........................................24 Personal Financial Planning in Intriguing Times WEBCAST........................................................................................................15WBCAU11A...... Webcast...........................................30 Personal Financial Statements WEBCAST......................................................................................................................................15WBCAU06B...... Webcast...........................................29 Rebuilding a Successful Retirement WEBCAST............................................................................................................................15WBAJN25A........ Webcast...........................................27 Retirement Advising: Accumulation and Decumulation Strategies WEBCAST.....................................................................15WBCJL08B......... Webcast...........................................28 Retirement Distributions: Planning Options WEBCAST............................................................................................................15WBCAU27A...... Webcast...........................................31 Social Security Basics and Strategies For Maximizing Benefits WEBCAST...........................................................................15WBCJN02A........ Webcast...........................................23 Stocks, Bonds and Mutual Funds: A Comprehensive Guide to Successful Investing WEBCAST.......................................15WBCJL25B......... Webcast...........................................29 Successful Wall Street Investing in 7 Steps WEBCAST SATURDAY........................................................................................15WBSJN14A......... Webcast...........................................25 Top 10 Things Financial Planners Need to Know About Estate Planning WEBCAST..........................................................15WBCJL10B......... Webcast...........................................28 Understanding When to Take Social Security WEBCAST..........................................................................................................15WBAJN23B........ Webcast...........................................26 Your Clients Medicare Benefits and Solutions to Long Term Care WEBCAST....................................................................15WBAJN23C........ Webcast...........................................26 Ethics Rules Regulations and Ethics for CPAs in Washington by Thomas Neill (A WA Requirement).......................................15ETTNDE17......... Lynnwood.......................................18 Rules Regulations and Ethics for CPAs in Washington by Thomas Neill (A WA Requirement).......................................15ETTNNV10........ Bellevue...........................................14 Rules Regulations and Ethics for CPAs in Washington by Thomas Neill (A WA Requirement).......................................15ETTNNV18........ Kennewick.......................................18 Rules Regulations and Ethics for CPAs in Washington by Thomas Neill (A WA Requirement).......................................15ETTNNV19........ Spokane...........................................19 Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement)...................................................15ETMHDE05........ Bellevue...........................................15 Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement)...................................................15ETMHDE10........ Bellingham.......................................17 Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement)...................................................15ETMHNV18........ Vancouver.......................................20 Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement)...................................................15ETMHST24......... Bellevue...........................................13 Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement) WEBCAST.............................15WBAAU06A...... Webcast...........................................29 Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement) WEBCAST.............................15WBAJL09A......... Webcast...........................................28 Washington CPA Ethics and New Developments by Mark Hugh (A WA Requirement) WEBCAST.............................15WBASP10A........ Webcast...........................................31 Washington CPA Regulatory Ethics by James Rigos (A WA Requirement)...........................................................................14ETJRNV11........... Tacoma.............................................20 Washington CPA Regulatory Ethics by James Rigos (A WA Requirement)...........................................................................15ETJRDE01........... Seattle..............................................19 Washington CPA Regulatory Ethics by James Rigos (A WA Requirement)...........................................................................15ETJRJN25............ Bellevue...........................................11 Washington CPA Regulatory Ethics by James Rigos (A WA Requirement)...........................................................................15ETJRMR19........... Bellevue...........................................16 Government & Not-for-profit A133 Audits - 2014 How I Can Do It Better WEBCAST..........................................................................................................15WBAAU13B....... Webcast...........................................30 A133 Audits - 2014 How I Can Do It Better WEBCAST..........................................................................................................15WBAJL16B.......... Webcast...........................................28 A133 Audits - 2014 How I Can Do It Better WEBCAST..........................................................................................................15WBAJN17F......... Webcast...........................................26 A133 Audits - 2014 How I Can Do It Better WEBCAST EVENING......................................................................................15WBSSP11A......... Webcast...........................................31 A133 Audits - 2014 What I Need To Know WEBCAST.............................................................................................................15WBAAU13A...... Webcast...........................................30 A133 Audits - 2014 What I Need To Know WEBCAST.............................................................................................................15WBAJL16A......... Webcast...........................................28 A133 Audits - 2014 What I Need To Know WEBCAST.............................................................................................................15WBAJN17E......... Webcast...........................................26 A133 Audits - 2014 What I Need To Know WEBCAST EVENING.........................................................................................15WBSSP08A......... Webcast...........................................31 A-133 Audits: A Case Study Approach WEBCAST.......................................................................................................................15WBCAU29A...... Webcast...........................................31 Accounting and Reporting Practices of Not-for-Profit Organizations....................................................................................15FSNPOJN............ Bellevue...........................................11 Accounting and Reporting Practices of Not-for-Profit Organizations....................................................................................15FSNPOOC.......... Bellevue...........................................13 Advanced Auditing of HUD Assisted Projects...............................................................................................................................15EOAHUDJN....... Bellevue...........................................11 Applying OMB Circular A-133 to Not-for-Profit and Governmental Organizations..........................................................15EOOMBOC........ Bellevue...........................................14 Case Studies in Not-for-Profit Accounting and Auditing............................................................................................................15CNFPOC............ Bellevue...........................................13 Comprehending OMB Circular A-133............................................................................................................................................15COMBOC.......... Bellevue...........................................13 Form 990 Basics WEBCAST..............................................................................................................................................................15WBCJL24A......... Webcast...........................................29 Frequent Frauds Found in Governments and Not-For-Profits.................................................................................................15FFGNOC............ Bellevue...........................................13 Governmental Accounting & Auditing Conference......................................................................................................................15GAACT............... Tacoma.............................................20 Governmental Accounting & Auditing Live Video Conference..................................................................................................15GAACS................ Spokane...........................................19 Governmental Accounting and Reporting......................................................................................................................................15GARJN................. Bellevue...........................................10 Governmental and Nonprofit Update.............................................................................................................................................15GNAUJN............. Bellevue...........................................10 HUD Audits of Multifamily Housing Projects: Audit Requirements Under the HUD Audit Guide and A-133.............15WBCAU28A...... Webcast...........................................31 HUD Multifamily Housing Audits 2014 WEBCAST.....................................................................................................................15WBAAU14B....... Webcast...........................................30 HUD Multifamily Housing Audits 2014 WEBCAST.....................................................................................................................15WBAJL17B.......... Webcast...........................................28 HUD Multifamily Housing Audits 2014 WEBCAST.....................................................................................................................15WBAJN18B........ Webcast...........................................26 HUD Multifamily Housing Audits 2014 WEBCAST EVENING.................................................................................................15WBSSP11B.......... Webcast...........................................31 Mistakes Were Made--Heads Rolled; The Responsibilities of the Governing Board WEBCAST......................................15WBAJN25B........ Webcast...........................................27 Nor-for-Profit Accounting and Auditing Update WEBCAST.....................................................................................................15WBCJL21B......... Webcast...........................................29 Not-for-Profit Accounting and Auditing Update...........................................................................................................................15NAUOC.............. Tacoma.............................................19

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Code

City

Page

Not-for-Profit Accounting and Auditing Update...........................................................................................................................15NAUST................ Bellevue...........................................12 Not-for-Profit Organizations: Accounting and Auditing Principles WEBCAST.....................................................................15WBCAU12B...... Webcast...........................................30 Not-for-Profits: Start to Finish..........................................................................................................................................................15NPARST.............. Lynnwood.......................................18 WEBCAST Not-for-Profit Organizations Conference...............................................................................................................14WEBC198........... Webcast...........................................21 What Board Treasurer’s Need to Know.........................................................................................................................................15WBWTNDE...... Bellevue...........................................15 Yellow Book Audits WEBCAST........................................................................................................................................................15WBAAU14A...... Webcast...........................................30 Yellow Book Audits WEBCAST........................................................................................................................................................15WBAJL17A......... Webcast...........................................28 Yellow Book Audits WEBCAST........................................................................................................................................................15WBAJN18A........ Webcast...........................................26 Yellow Book Audits WEBCAST EVENING....................................................................................................................................15WBSSP08B.......... Webcast...........................................31 Yellow Book: Government Auditing Standards..............................................................................................................................15EOYBOC............. Bellevue...........................................14 Management Advanced Business Law for CPAs....................................................................................................................................................15ABLTAU............... Bellevue...........................................11 Advanced Business Law for CPAs....................................................................................................................................................15ABLTOC.............. Bellevue...........................................13 Advanced Controller and CFO Skills..............................................................................................................................................15ACCSMR............. Bellevue...........................................16 Advanced Controller and CFO Skills..............................................................................................................................................15ACCSST.............. Bellevue...........................................12 Advanced Controller and CFO Skills..............................................................................................................................................15WBWACCS....... Webcast...........................................32 Advanced Tax Planning Techniques WEBCAST.............................................................................................................................15WBCAU18A...... Webcast...........................................30 Annual Financial Management Spotlight: 4 Current Topics.........................................................................................................15AFMSAP.............. Bellevue...........................................17 Annual Financial Management Spotlight: 4 Current Topics WEBCAST...................................................................................15WBCST26A....... Webcast...........................................31 Annual Update for Controllers.........................................................................................................................................................15SKSBDE............... Seattle..............................................19 Annual Update for Controllers.........................................................................................................................................................15SKSBOC.............. Bellevue...........................................13 Annual Update for Controllers WEBCAST...................................................................................................................................15WBWSKSB......... Webcast...........................................31 Automating Small Business Disaster Recovery WEBCAST.......................................................................................................15WBAJN05E......... Webcast...........................................23 Balanced Scorecard Module I: Overview WEBCAST..................................................................................................................15WBAJN25C........ Webcast...........................................27 Balanced Scorecard Module I: Overview WEBCAST EVENING..............................................................................................15WBSJN10F.......... Webcast...........................................24 Balanced Scorecard Module III: Define and Provide Examples of Balanced Scorecard WEBCAST EVENING...........15WBAJN19D....... Webcast...........................................26 Best Practices for Industry ? Business Continuity and Disaster Recovery Planning WEBCAST......................................15WBAJN03A........ Webcast...........................................23 Best Practices for Industry Understanding Your Liability and How to Secure and Protect Corporate Info................15WBAJN06A........ Webcast...........................................23 Best Practices for Industry: Understanding Your Liability and How to Secure and Protect Corporate Info...............15WBAJN19C........ Webcast...........................................26 Better Performance Plans: The Microeconomics of Motivating Your Team WEBINAR......................................................15WNCJN30C...... Webinar...........................................28 Building a CPA Practice WEBCAST.................................................................................................................................................15WBCAU05A...... Webcast...........................................29 Business & Management Conference..............................................................................................................................................15BAM..................... Bellevue...........................................13 Business Plans That Work WEBCAST.............................................................................................................................................15WBCAU04A...... Webcast...........................................29 Business Succession Planning and Exit Strategies WEBCAST...................................................................................................15WBCAU04B...... Webcast...........................................29 Business Valuation: A Review of the Essentials WEBCAST.........................................................................................................15WBCJL08A......... Webcast...........................................28 CFO Series - Bank Financing and Financial Statement Analysis................................................................................................15CFOSBNV.......... Bellevue...........................................14 CFO Series - Financial Statement and Cash Flow Forecasting and Modeling.......................................................................15CFOSFDE........... Bellevue...........................................15 CFO Series - Financing a Privately Owned Company.................................................................................................................14CFOSP01............ Bellevue...........................................10 CFO Series - Financing a Privately Owned Company.................................................................................................................15CFOSPAP............ Bellevue...........................................17 CFO Series - Valuation, Acquisitions, Capital Projects and Leveraged Buyouts.....................................................................14CFOSV02............ Bellevue...........................................10 CFO Series - Valuation, Acquisitions, Capital Projects and Leveraged Buyouts.....................................................................15CFOSVMR.......... Bellevue...........................................16 CFO Series - Valuation, Acquisitions, Capital Projects and Leveraged Buyouts WEBCAST...............................................15WBWCFOSV.... Webcast...........................................32 Chief Financial Officer - Executive Level Skills for Financial Managers...................................................................................15CFOAP................ Bellevue...........................................17 Clients for Life: Retain Your Top Clients to Maximize Business Growth WEBCAST...........................................................15WBCJL14A......... Webcast...........................................28 Create Reports that Matter: Financial Reporting - Turn Information into Action................................................................15CRMNV............... Bellevue...........................................15 Creating Great Budgets: Maximizing Profits, People, and Power..............................................................................................15CSCBMR............. Bellevue...........................................16 Creating Great Budgets: Maximizing Profits, People, and Power..............................................................................................15CSCBNV............. Bellevue...........................................14 Creating Great Budgets: Maximizing Profits, People, and Power..............................................................................................15WBWCSCB....... Webcast...........................................32 Critical Tools for Today’s Controller and CFO..............................................................................................................................15CDLTAU.............. Bellevue...........................................12 Critical Tools for Today’s Controller and CFO WEBCAST........................................................................................................15WBWCDLT....... Webcast...........................................30 Current Developments and Best Practices for Today’s CFOs and Controllers....................................................................15TFCOAP.............. Bellevue...........................................17 Finance Basics for Accounting Professionals WEBCAST............................................................................................................15WBAJN09B........ Webcast...........................................24 Financial Forecasting: Planning for Success.....................................................................................................................................15FFMDMR............. Bellevue...........................................16 Financial Forecasting: Planning for Success.....................................................................................................................................15FFMDST.............. Bellevue...........................................12 Free Cash Flow - The Key to Shareholder Value WEBCAST EVENING................................................................................15WBSJN05F.......... Webcast...........................................23 Gaining and Sustaining a Competitive Advantage: Keys to Boost the Bottom Line.............................................................15GSCADE............. Bellevue...........................................15 Lean Accounting: Higher Profits by Streamlining Operations....................................................................................................15LAMANV............ Bellevue...........................................15 Managing Successful Teams WEBCAST...........................................................................................................................................15WBCAU08A...... Webcast...........................................30 Marketing Management for CFOs and Other Financial Managers WEBCAST.....................................................................15WBAAU26A...... Webcast...........................................30 Marketing Management for CFOs and Other Financial Managers WEBCAST.....................................................................15WBAJL29A......... Webcast...........................................29 Marketing Management for CFOs and Other Financial Managers WEBCAST.....................................................................15WBAJN17G....... Webcast...........................................26 Marketing Management for CFOs and Other Financial Managers WEBCAST.....................................................................15WBASP30A........ Webcast...........................................31 Mastering Budget Applications: Mastering Budgeting and Avoiding the Pitfalls......................................................................14MAPB................... Bellevue...........................................10 Multi-Task Role of the CFO/Controller WEBCAST....................................................................................................................15WBCJL24B......... Webcast...........................................29 Only Financial Officer - Skills for Smaller Company Financial Managers................................................................................15OFONV............... Bellevue...........................................15 Plug Your Profit Leaks: Ways to Significantly Save Time and Money.........................................................................................14PYPL..................... Bellevue...........................................10 Preparing for a CFO Role WEBCAST.............................................................................................................................................15WBAJN17C........ Webcast...........................................25

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Code

City

Page

Real-World Fraud: War Stories from the Front Lines.................................................................................................................15RWFRAP............. Bellevue...........................................17 Recognizing Sham Transactions WEBCAST...................................................................................................................................15WBAJN16A........ Webcast...........................................25 Recognizing Sham Transactions WEBCAST...................................................................................................................................15WBAJN24C........ Webcast...........................................26 Rolling Forecasts Replace Budget WEBCAST EVENING .........................................................................................................15WBSJN10G........ Webcast...........................................24 Strategies to Avoid the Top 10 Legal Mistakes Companies Make WEBINAR........................................................................15WNCJN17B....... Webinar...........................................26 Taking your Small Business Paperless WEBCAST........................................................................................................................15WBAJN24E......... Webcast...........................................26 Talent Management for the Modern Practice WEBINAR...........................................................................................................15WNCJN24B....... Webinar...........................................27 The CFO: 5 Critical Skills to Become a Leader WEBINAR.......................................................................................................15WNCJN13A....... Webinar...........................................25 The CFO: 5 Critical Skills to Maximize Profits WEBINAR........................................................................................................15WNCJN13C...... Webinar...........................................25 The CFOs Role in Banking and Financing WEBCAST.................................................................................................................15WBAJN17A........ Webcast...........................................25 The Five Acquisition Questions: What They Are, Why They Matter and How to Answer Them WEBCAST................15WBAJN10C........ Webcast...........................................24 The New Controllership: Keys to Boosting Corporate Performance....................................................................................15CCOFMR............ Bellevue...........................................16 The Successful Family Business WEBCAST...................................................................................................................................15WBAJN25F......... Webcast...........................................27 The Top 10 Legal Mistakes Companies Make and How to Avoid Them WEBCAST............................................................15WBAJN13B........ Webcast...........................................25 Toolkit of Best Practices for Today’s Controller and Financial Manager.................................................................................15TKBPOC............. Bellevue...........................................13 Toolkit of Best Practices for Today’s Controller and Financial Manager WEBCAST...........................................................15WBWTKBP........ Webcast...........................................31 Trusted Business Adviser Workshop II............................................................................................................................................14TAW2................... Bellevue...........................................10 WEBCAST Balanced Scorecard Module I: Overview..................................................................................................................14WEBA410........... Webcast...........................................22 WEBCAST Balanced Scorecard Module II: Show How Balanced Scorecard Support Strategy........................................14WEBA411........... Webcast...........................................22 WEBCAST CFO Series - Financing a Privately Owned Company..........................................................................................14WEBCFOSP....... Webcast...........................................22 WEBCAST CFO Series - Valuation, Acquisitions, Capital Projects and Leveraged Buyouts..............................................14WEBCFOSV....... Webcast...........................................21 WEBCAST Communicating Financial Information to Non-Accountants...............................................................................14WEBA368........... Webcast...........................................21 WEBCAST Creating the Best Projections You Can.....................................................................................................................14WEBA362........... Webcast...........................................20 WEBCAST EVENING Critical Business Law Issues Every Accountant Should Know.......................................................14SWEBA103......... Webcast...........................................21 WEBCAST EVENING How Good Companies Become Great...............................................................................................14SWEBA072......... Webcast...........................................22 WEBCAST How Good Companies Become Great....................................................................................................................14WEBA365........... Webcast...........................................20 WEBCAST Plug Your Profit Leaks: Ways to Significantly Save Time and Money...................................................................14WEBPYPL........... Webcast...........................................20 WEBCAST Preparing for a CFO Role............................................................................................................................................14WEBA394........... Webcast...........................................21 WEBCAST Preventing Legal Issues On Construction Projects................................................................................................14WEBA360........... Webcast...........................................20 WEBCAST Preventing Legal Issues On Construction Projects................................................................................................14WEBA408........... Webcast...........................................22 WEBCAST Pricing for Profitability: Why Cost Matters..............................................................................................................14WEBA366........... Webcast...........................................21 WEBCAST Rolling Forecasts Replace Budget..............................................................................................................................14WEBA412........... Webcast...........................................22 WEBCAST SATURDAY Creating the Best Projections You Can.............................................................................................14WEBA376........... Webcast...........................................22 WEBCAST SATURDAY The Five Acquisition Questions: What They Are.............................................................................14SWEBA106......... Webcast...........................................22 WEBCAST The CFOs Role in Banking and Financing.................................................................................................................14WEBA364........... Webcast...........................................20 WEBCAST The CFOs Role in Banking and Financing.................................................................................................................14WEBA370........... Webcast...........................................21 WEBINAR B Corporations and L3Cs: New Corporate Forms for Responsible Businesses............................................14WNR496............. Webinar...........................................20 WEBINAR Communicating Financial Information to Non-Accountants...............................................................................14WNR519............. Webinar...........................................22 WEBINAR Critical Thinking Skills For Finance and Accounting Professionals......................................................................14WNR505............. Webinar...........................................21 WEBINAR Nonprofit Boards: Stepping Up to Today’s Challenges...........................................................................................14WNR507............. Webinar...........................................21 WEBINAR The CFO: 5 Critical Skills to Become a Leader.......................................................................................................14WNR502............. Webinar...........................................21 WEBINAR The CFO: 5 Critical Skills to Maximize Profits........................................................................................................14WNR503............. Webinar...........................................21 Women’s Leadership Summit, 8:30AM-4:45PM............................................................................................................................15WLS...................... Bellevue...........................................10 Personal Development Coaching Skills with NLP for CPAs, Controllers and Financial Managers WEBCAST........................................................15WBAJN27C........ Webcast...........................................27 Communication Miracles at Work: How to Increase Cooperation and Decrease Conflict WEBCAST........................15WBAJN25D....... Webcast...........................................27 Critical Thinking Skills for Finance and Accounting Professionals WEBINAR........................................................................15WNCJN13B....... Webinar...........................................25 Enhance Your Career through Personal Branding and Effective Networking WEBCAST..................................................15WBAJN09C........ Webcast...........................................24 Enhance Your Career through Personal Branding and Effective Networking WEBCAST SATURDAY...........................15WBSJN14C......... Webcast...........................................25 Getting On Top of It All: The New Science for Increasing Productivity in Yourself and Others WEBCAST..................15WBAJN11A........ Webcast...........................................24 Give Your Elevator Speech a Lift WEBCAST.................................................................................................................................15WBAJN25G....... Webcast...........................................27 Give Your Elevator Speech a Lift WEBCAST ................................................................................................................................15WBAAU27A...... Webcast...........................................30 Give Your Elevator Speech a Lift WEBCAST ................................................................................................................................15WBAJL30A......... Webcast...........................................29 In Depth Memory Training WEBCAST............................................................................................................................................15WBAJN12A........ Webcast...........................................25 Lessons From the Playing Fields: What Sports Can Teach Accountants WEBINAR............................................................15WNCJN27C...... Webinar...........................................28 Marketing the CPA in Public Practice WEBCAST........................................................................................................................15WBCST25A....... Webcast...........................................31 Negotiate for Success: Psychology of Power Persuasion WEBCAST......................................................................................15WBCJL15A......... Webcast...........................................28 Problem Solving and Creative Thinking for CPAs WEBCAST...................................................................................................15WBAJN03B........ Webcast...........................................23 Punctuation That Counts: Catch Your Mistakes Before Your Readers Do! WEBCAST.......................................................15WBAAU26B....... Webcast...........................................30 Punctuation That Counts: Catch Your Mistakes Before Your Readers Do! WEBCAST.......................................................15WBAJL29B.......... Webcast...........................................29 Punctuation That Counts: Catch Your Mistakes Before Your Readers Do! WEBCAST.......................................................15WBAJN24I.......... Webcast...........................................27 Shortcuts to Success: The 14 Best Tools for Personal and Professional Growth WEBCAST SATURDAY....................15WBSJN14B......... Webcast...........................................25 Taking the Financial Executive?s Leadership to the Next Level WEBCAST..........................................................................15WBAJN25H....... Webcast...........................................27 Taking the Financial Executive’s Leadership to the Next Level WEBCAST...........................................................................15WBAJN17D....... Webcast...........................................26 Time is Money! WEBCAST................................................................................................................................................................15WBAJN09A........ Webcast...........................................24 Time Mastery For CPAs and Financial Professionals - Part 2 - Fighting the Alligators How to Maximize Your...........15WBSJN14D........ Webcast...........................................25 Time Mastery for CPAs and Financial Professionals: Part 1 Draining the Swamp How to Maximize Your.................15WBAJN11B........ Webcast...........................................24

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Code

City

Page

Triple Your Memory and Confidence, and Halve Your Stress WEBCAST...............................................................................15WBAJN11D....... Webcast...........................................24 WEBCAST Communication: Why Can’t Everyone Be NORMAL Like Me? .........................................................................14WEBA407........... Webcast...........................................22 WEBCAST EVENING Getting on Top of it All: The New Science for Increasing Productivity in Yourself and.............14SWEBA104......... Webcast...........................................21 WEBCAST EVENING Time Mastery For CPAs and Financial Professionals Part 1 - Draining the Swamp How to..14SWEBA105......... Webcast...........................................21 Would I Work for Me? (Becoming the Kind of Boss People Want to Work For)WEBCAST...........................................15WBAJN09F......... Webcast...........................................24 Writing That Sells! How to Influence and Persuade on Paper WEBCAST............................................................................15WBAAU26C...... Webcast...........................................30 Writing That Sells! How to Influence and Persuade on Paper WEBCAST............................................................................15WBAJL25C......... Webcast...........................................29 Writing That Sells! How to Influence and Persuade on Paper WEBCAST............................................................................15WBAJN24J.......... Webcast...........................................27 Specialized Knowledge Bitcoin - What You Should Know About This Digital Currency WEBINAR...........................................................................15WNCJN19A....... Webinar...........................................26 College Financial Aid - The Best Kept Secret in America............................................................................................................15CFAST.................. Bellevue...........................................13 College Financial Aid - The Best Kept Secret in America WEBCAST......................................................................................15WBWCFA.......... Webcast...........................................31 College Financial Planning WEBCAST.............................................................................................................................................15WBCJL21A......... Webcast...........................................29 Entertainment Industry Conference WEBCAST .........................................................................................................................15WBCJN19B........ Webcast...........................................26 Farm Tax Conference...........................................................................................................................................................................15FARMC................ Kennewick.......................................17 Fraud Conference.................................................................................................................................................................................15FDC...................... Bellevue...........................................15 Future Success: Building the CPA Firm for the 21st Century...................................................................................................15FSNV.................... Bellevue...........................................14 Healthcare Conference.......................................................................................................................................................................14HCC..................... Bellevue...........................................10 Motion Picture and Television Industry: Accounting & Auditing Overview WEBCAST.......................................................15WBCST22B........ Webcast...........................................31 Pacific NW Construction Industry Conference...........................................................................................................................15CIC....................... Seattle..............................................18 Preventing Legal Issues on Construction Projects WEBCAST.................................................................................................15WBAJN13A........ Webcast...........................................25 Succession Planning for CPAs: Sell, Merge or Be Bought out by Your Team? 8AM-4PM.....................................................15SPCNV................. Bellevue...........................................14 WEBCAST The Top 10 Legal Mistakes Companies Make And How To Avoid Them...........................................................14WEBA361........... Webcast...........................................20 WEBCAST The Top 10 Legal Mistakes Companies Make And How To Avoid Them...........................................................14WEBA374........... Webcast...........................................22 WEBCAST The Top 10 Legal Mistakes Companies Make And How To Avoid Them...........................................................14WEBA402........... Webcast...........................................20 What Your Broker Won’t Tell You About Insurance Planning WEBCAST...............................................................................15WBCJL30A......... Webcast...........................................29 What’s next: 10 Success Factors to Best Manage Retirement..................................................................................................15WNSFNV............ Bellevue...........................................15 WSCPA Annual Meeting.....................................................................................................................................................................15AM........................ Seattle..............................................18 WSCPA Annual Meeting WEBCAST...............................................................................................................................................15WAM.................... Webcast...........................................25 Taxation 2014 Tax Advisors Update..................................................................................................................................................................15BTAUJA............... Bellevue...........................................16 2014 Tax Advisors Update..................................................................................................................................................................15BTAUJA27........... Spokane...........................................19 A Comprehensive Guide to Schedule C WEBCAST...................................................................................................................15WBCAU05B...... Webcast...........................................29 A Comprehensive Guide to Schedule C WEBCAST...................................................................................................................15WBCJL07A......... Webcast...........................................28 A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2014 and Beyond.........................................15OBCROC............ Spokane...........................................19 Advanced Tax Practice.........................................................................................................................................................................15ATPAU................. Bellevue...........................................11 Advanced Tax Practice WEBCAST...................................................................................................................................................15WBWATP........... Webcast...........................................29 Advanced Tax Strategies for LLCs and Partnerships...................................................................................................................15DTTDE................ Bellevue...........................................15 Advanced Tax Strategies for S Corporations.................................................................................................................................15ADVSCNV.......... Lynnwood.......................................18 Affordable Care Act - Key Issues for Employers WEBINAR.....................................................................................................15WNCJN26D...... Webinar...........................................27 Affordable Care Act - Key Issues for Individuals WEBINAR......................................................................................................15WNCJN26C...... Webinar...........................................27 AICPA’s Annual Federal Tax Update.................................................................................................................................................15PTUJA.................. Bellevue...........................................16 AICPA’s Annual Federal Tax Update.................................................................................................................................................15PTUNV................ Clarkston........................................17 AICPA’s Annual Federal Tax Update WEBCAST...........................................................................................................................15WBWPTU.......... Webcast...........................................32 Alternative Minimum Tax (AMT)......................................................................................................................................................15AMTDE................ Bellevue...........................................15 Annual Tax Update: Individuals and Sole Proprietors.................................................................................................................15TSUINV............... Seattle..............................................18 Annual Tax Update: Individuals and Sole Proprietors.................................................................................................................15TSUIOC.............. Bellevue...........................................14 Annual Tax Update: Individuals and Sole Proprietors WEBCAST...........................................................................................15WBWTSUI......... Webcast...........................................32 Annual Tax Update: Corporations and Pass-Through Entitles...................................................................................................15ATCPDE.............. Bellevue...........................................15 Basis Calculations & Distributions for Pass-Through Entity Owners: Schedule K-1 Analysis WEBCAST......................15WBCJL17A......... Webcast...........................................28 Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis...................................................15BCADOC........... Bellevue...........................................14 Business Use of a Home and Vacation Home Rentals Rules - What You Need to Know WEBINAR.............................15WNCJN12C...... Webinar...........................................25 Character of Income...........................................................................................................................................................................15COINV................ Bellevue...........................................14 Corporate Income Tax Return Fundamentals WEBCAST.........................................................................................................15WBCAU12A...... Webcast...........................................30 Cost Capitalization from A to Z WEBCAST.................................................................................................................................15WBCJN30A........ Webcast...........................................28 Current Tax Issues in WA State........................................................................................................................................................14CHSIMY01.......... Fife....................................................17 Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies......................................................................................15CYCTNV............ Seattle..............................................18 Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement..............15DRMMJL.............. Bellevue...........................................11 Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement ............15WBWDRMM..... Webcast...........................................28 Discharge of Debt Rules.....................................................................................................................................................................15DODRNV........... Bellevue...........................................15 Doing Business With the IRS - Part 1: Organization of the IRS, including the FOIA and Privacy Act, and.....................15WBAJN02B........ Webcast...........................................23 Doing Business With the IRS - Part 2: Statute of Limitations, Assessments, Abatements, and Claims for Refund........15WBAJN03C........ Webcast...........................................23 Doing Business With the IRS - Part 3: IRS Penalties and How to Get Them Abated WEBCAST....................................15WBAJN04A........ Webcast...........................................23 Doing Business With the IRS - Part 4: How to Handle the IRS Audit WEBCAST...............................................................15WBAJN05D....... Webcast...........................................23 Doing Business With the IRS - Part 5: Representing Clients Before the IRS Appeals Office WEBCAST.......................15WBAJN09D....... Webcast...........................................24 Doing Business With the IRS - Part 6: Notice of Deficiency, Notice of Determination, and Tax Litigation...................15WBAJN10B........ Webcast...........................................24 Doing Business With the IRS - Part 7: Trust Fund Recovery Penalty WEBCAST.................................................................15WBAJN11C........ Webcast...........................................24

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Code

City

Page

Doing Business With the IRS - Part 8: Employment Tax Issues WEBCAST...........................................................................15WBAJN12B........ Webcast...........................................25 Effectively and Efficiently Reviewing Tax Returns in Busy Season.............................................................................................15ERTWDE............. Tacoma.............................................20 Federal Estate and Gift Tax Returns - Forms 706 - 709 Workshop.........................................................................................15GIFTNV............... Spokane...........................................19 Federal Tax Appeals and Alternative Dispute Resolution WEBCAST......................................................................................15WBCJL22B......... Webcast...........................................29 Federal Tax Implications of Health Care Reform WEBCAST....................................................................................................15WBCAU07B...... Webcast...........................................30 Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065).......................................15FTUBDE.............. Tacoma.............................................20 Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065).......................................15FTUBNV.............. Bellevue...........................................15 Federal Tax Update - Individual & Business Current Developments.......................................................................................15FTCDDE............. Bellingham.......................................17 Federal Tax Update - Individual & Business Current Developments.......................................................................................15FTCDNV............. Kennewick.......................................17 Federal Tax Update Individuals (Form 1040).................................................................................................................................15FTUIDE................ Lynnwood.......................................18 Federal Tax Update Individuals (Form 1040).................................................................................................................................15FTUINV............... Seattle..............................................18 Federal Tax Update: Individual and Business Current Developments WEBCAST................................................................15WBCJL18B......... Webcast...........................................29 Fiduciary Income Tax Returns - Form 1041 Workshop..............................................................................................................151041DE................ Bellevue...........................................15 Fiduciary Income Tax Returns - Form 1041 Workshop..............................................................................................................151041NV............... Spokane...........................................19 Foreign Information Tax Returns and the IRS Offshore Voluntary Disclosure Program WEBCAST...............................15WBCST22A....... Webcast...........................................31 Form 990: A Comprehensive Approach to Accurate Preparation............................................................................................15EOF990DB.......... Bellevue...........................................15 Form 990: A Comprehensive Approach to Accurate Preparation............................................................................................15EOF990DE.......... Spokane...........................................19 Form 990: A Comprehensive Approach to Accurate Preparation............................................................................................15EOF990ST........... Bellevue...........................................13 Fundamentals of Trusts: What You Need to Know.......................................................................................................................15FATDE.................. Bellevue...........................................15 Getting More Active With the Passive Activity Rules and the New Net Investment Tax...................................................15PAITDE05........... Spokane...........................................19 Getting More Active With the Passive Activity Rules and the New Net Investment Tax...................................................15PAITDE09........... Vancouver.......................................20 Health Care Reform Act: Critical Tax and Insurance Ramifications.........................................................................................14HCRA04.............. Clarkston........................................17 Health Care Reform Act: Critical Tax and Insurance Ramifications.........................................................................................15HCRANV............ Lynnwood.......................................18 Hot State Tax Developments.............................................................................................................................................................14CHBAMA1......... Bellevue...........................................10 Hot Washington Tax Developments.................................................................................................................................................14CHSKMY2.......... Kent..................................................18 Hottest Tax Topics for 2014...............................................................................................................................................................15HOTDE............... Bellevue...........................................16 Hottest Tax Topics for 2014 WEBCAST.........................................................................................................................................15WBWHOT......... Webcast...........................................32 Imputed Interest and Original Issue Discount...............................................................................................................................15II0DE.................... Bellevue...........................................15 Imputed Interest and Original Issue Discount...............................................................................................................................15II0NV.................... Bellevue...........................................14 Installment Sales in Depth..................................................................................................................................................................15ISDAU.................. Bellevue...........................................12 Interest Expense in Depth..................................................................................................................................................................15IEDNV................. Bellevue...........................................14 International Taxation: To and From the United States................................................................................................................15ITTFOC............... Bellevue...........................................13 International Taxation: To and From the United States WEBCAST..........................................................................................15WBWITTF.......... Webcast...........................................31 IRAs: Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs WEBCAST..............................................15WBCJL16A......... Webcast...........................................28 Larry Stein’s 2014 Key Tips And Strategies For Your Self-Employed “S” Corporation And LLC Clients.....................15LSSLST................. Lynnwood.......................................18 Larry Stein’s Essential Moves And Strategies For Retirement Wealth.....................................................................................15LSRWST.............. Bellevue...........................................12 Larry Stein’s Getting Ready For Tax Season - Business Clients................................................................................................15LSGBNV.............. Bellevue...........................................14 Larry Stein’s Getting Ready For Tax Season - Individual Clients...............................................................................................15LSGINV............... Tacoma.............................................20 Larry Stein’s New Strategies for Your Form 1065 - Entities, LLCs, LLPs and More.............................................................15LSPTNV............... Bellevue...........................................14 Larry Stein’s Technical Strategies to Establish and Grow Your Eldercare, Retirement and Estate Planning Practice...15LSPLST................. Bellevue...........................................13 Like-Kind Exchanges and Involuntary Conversions.....................................................................................................................15EXCHNV............ Bellevue...........................................15 Multistate Income Tax..........................................................................................................................................................................15MITOC................ Bellevue...........................................14 Multistate Income Tax WEBCAST....................................................................................................................................................15WBWMIT........... Webcast...........................................32 New “Repair Regs” - Sec. 263...........................................................................................................................................................15NRRAU............... Bellevue...........................................12 New “Repair Regs” - Sec. 263...........................................................................................................................................................15NRRNV............... Bellevue...........................................14 New “Repair Regs” - Sec. 263 WEBCAST.....................................................................................................................................15WBWNRR......... Webcast...........................................29 No More Secret Decoder Ring: Inside Schedules B & D WEBCAST......................................................................................15WBCJN24C....... Webcast...........................................27 Obama Health Care Bill & Other Federal Income Tax Update.................................................................................................15PPACPAJN.......... Bellevue...........................................11 Obama Health Care Bill & Other Federal Income Tax Update.................................................................................................15PPACPAOC........ Bellevue...........................................14 Pacific Tax Institute...............................................................................................................................................................................15PTI......................... Seattle..............................................18 Partnership Basis Issues......................................................................................................................................................................15CHSKJN19.......... Kent..................................................18 Partnership Taxation............................................................................................................................................................................15PTSAU................. Bellevue...........................................12 Partnership Taxation............................................................................................................................................................................15PTSDE.................. Bellevue...........................................15 Passive Activities - A Primer WEBINAR..........................................................................................................................................15WNCJN23A....... Webinar...........................................26 Passive Activities & Rental Real Estate Income Tax Issues..........................................................................................................15PAREJN................ Bellevue...........................................11 Passive Activities and Rental Real Estate Income Tax Issues WEBCAST................................................................................15WBCAU08B...... Webcast...........................................30 Passive Activity Losses A to Z...........................................................................................................................................................15PALAU................. Bellevue...........................................12 Passive Activity Losses A to Z...........................................................................................................................................................15PALDE.................. Bellevue...........................................15 Preparing Complex 1040s..................................................................................................................................................................15PCRNV................ Bellevue...........................................15 Preparing Form 5500 WEBCAST.....................................................................................................................................................15WBCJN24B........ Webcast...........................................27 Preparing Individual Tax returns for New Staff and Par-Professionals.....................................................................................15PITRJA.................. Bellevue...........................................16 Real Estate Taxation (25% CA Content) WEBCAST...................................................................................................................15WBCAU11B...... Webcast...........................................30 Repairs to Tangible Property - Capitalize or Expense? WEBINAR...........................................................................................15WNCJN02A....... Webinar...........................................23 S Corporations: Key Issues, Compliance, and Tax Strategies.....................................................................................................15SCORPDE........... Bellevue...........................................16 S Corporations: Key Issues, Compliance, and Tax Strategies WEBCAST................................................................................15WBWSCORP.... Webcast...........................................32 Section 83 - Property for Services...................................................................................................................................................15S83NV.................. Bellevue...........................................14 Slashing Taxes for Your Small Business Clients: Corporations, Partnerships & LLCs...........................................................15STSBNV04.......... Clarkston........................................17

40 | Washington Professional Education Catalog 2014 www.wscpa.org


Curriculum Index

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Curriculum index

Code

City

Page

Slashing Taxes for Your Small Business Clients: Corporations, Partnerships & LLCs...........................................................15STSBNV06.......... Bellevue...........................................14 Social Security, Medicare and Prescription Drug Retirement Benefits....................................................................................15SSRBJL.................. Bellevue...........................................11 Social Security, Medicare and Prescription Drug Retirement Benefits WEBCAST..............................................................15WBWSSRB......... Webcast...........................................29 Spring Tax Update for Business WEBINAR....................................................................................................................................15WNCJN04C...... Webinar...........................................23 Spring Tax Update for Individuals WEBINAR................................................................................................................................15WNCJN04B....... Webinar...........................................23 Surgent McCoy’s Advanced Critical Tax Issues for Limited Liability Companies..................................................................15ACTLDE.............. Tacoma.............................................20 Surgent McCoy’s Advanced Individual Income Tax Return Issues............................................................................................15STRIDE................ Spokane...........................................19 Surgent McCoy’s Comprehensive Guide to Tax Depreciation, Amortization and Property..............................................15TDAPJL................ Bellevue...........................................11 Surgent McCoy’s Comprehensive Guide to Tax Depreciation, Amortization and Property WEBCAST........................15WBWTDAP....... Webcast...........................................29 Surgent McCoy’s Handbook for Mastering Basis, Distributions and Loss Limitation Issues..............................................15HMBIAU.............. Bellevue...........................................12 Surgent McCoy’s Handbook for Mastering Basis, Distributions and Loss Limitation Issues..............................................15HMBIDE.............. Spokane...........................................19 Surgent McCoy’s Handbook for Mastering Basis, Distributions and Loss Limitation Issues WEBCAST........................15WBWHMBI........ Webcast...........................................31 Tax Depreciation: Review & Update WEBINAR...........................................................................................................................15WNCJN11A....... Webinar...........................................24 Tax Staff Training - Level 2 - Business...............................................................................................................................................15TSTBDE............... Bellevue...........................................15 Taxation Essentials of LLCs and Partnerships...............................................................................................................................15TLLLONV........... Lynnwood.......................................18 Taxation for Individuals Living Abroad.............................................................................................................................................15TILADE................ Bellevue...........................................15 Taxation for Individuals Living Abroad WEBCAST.......................................................................................................................15WBWTILA......... Webcast...........................................32 The Best Federal Tax Update Course by Surgent........................................................................................................................15BFTUDE.............. Vancouver.......................................20 The Best Income Tax, Estate Tax and Financial Planning Ideas for 2014..................................................................................15IEFPJL................... Bellevue...........................................11 The Best Income Tax, Estate Tax and Financial Planning Ideas for 2014 WEBCAST............................................................15WBWIEFP........... Webcast...........................................28 The Best Individual Income Tax Update Course by Surgent McCoy.......................................................................................15BITUDE............... Spokane...........................................19 The Best S Corporation, Limited Liability and Partnership Update Course.........................................................................15BCPEDE.............. Bellevue...........................................15 The Best S Corporation, Limited Liability and Partnership Update Course.........................................................................15BCPEOC............. Spokane...........................................19 The Complete Guide to Payroll Taxes and 1099 Issues..............................................................................................................15CGPTDE............. Spokane...........................................19 The Complete Guide to Payroll Taxes and 1099 Issues..............................................................................................................15CGPTOC............ Bellevue...........................................14 The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation, Federal Income .....15PLPSJA.................. Bellevue...........................................16 The NEW Choice of Entity Decision WEBINAR.........................................................................................................................15WNCJN12F........ Webinar...........................................25 The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning..........................15INBBDE............... Spokane...........................................19 The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning..........................15INBBOC.............. Tacoma.............................................20 The Top Business Tax Mistakes Practitioners Make and How to Fix Them............................................................................15BTBBAU.............. Bellevue...........................................12 The Top Business Tax Mistakes Practitioners Make and How to Fix Them WEBCAST......................................................15WBWBTBB........ Webcast...........................................31 Tips and Tricks for Handling IRS Disputes......................................................................................................................................15DIRSDE................ Bellevue...........................................15 Tips and Tricks for Handling IRS Disputes WEBCAST................................................................................................................15WBWDIRS......... Webcast...........................................32 Top 10 AMT Causes and Planning Strategies WEBCAST...........................................................................................................15WBCAU15B...... Webcast...........................................30 Travel & Entertainment Expenses: Review & Update WEBINAR.............................................................................................15WNCJN11B....... Webinar...........................................24 Unraveling the At Risk Rules..............................................................................................................................................................15UARAU................ Bellevue...........................................12 Unraveling the At Risk Rules..............................................................................................................................................................15UARDE................ Bellevue...........................................15 Vacation Home, Business Use of Home and Hobby Losses......................................................................................................15VHBNV................ Bellevue...........................................15 Washington Sales Tax and New Developments by Mark Hugh WEBCAST...........................................................................15WBAAU06B....... Webcast...........................................29 Washington Sales Tax and New Developments by Mark Hugh WEBCAST...........................................................................15WBAJL09B.......... Webcast...........................................28 Washington Sales Tax and New Developments by Mark Hugh WEBCAST...........................................................................15WBASP10B......... Webcast...........................................31 Washington State Community Property and Estate Tax Law Update.....................................................................................15WKCPNV20...... Bellevue...........................................15 Washington State Community Property and Estate Tax Law Update.....................................................................................15WKCPNV21...... Spokane...........................................19 Washington State Tax Conference...................................................................................................................................................14WSTC.................. Seattle..............................................18 Washington State Tax Conference WEBCAST ............................................................................................................................14WBWSTC.......... Webcast...........................................21 Washington Tax and New Developments by Mark Hugh...........................................................................................................15WSTXAU............ Bellevue...........................................12 Washington Tax and New Developments by Mark Hugh...........................................................................................................15WSTXDE01....... Bellevue...........................................15 Washington Tax and New Developments by Mark Hugh...........................................................................................................15WSTXDE09....... Bellingham.......................................17 Washington Tax and New Developments by Mark Hugh...........................................................................................................15WSTXOC21...... Tacoma.............................................19 Washington Tax and New Developments by Mark Hugh...........................................................................................................15WSTXOC29...... Lynnwood.......................................18 Washington Tax and New Developments by Mark Hugh WEBCAST.....................................................................................15WBWWSTX...... Webcast...........................................30 WEBINAR Affordable Care Act - Key Issues for Employers.....................................................................................................14WNR506............. Webinar...........................................21 WEBINAR Affordable Care Act - Key Issues for Individuals.....................................................................................................14WNR504............. Webinar...........................................21 WEBINAR Credit Card Tax - Taking The Mystery out of PCI Compliance...........................................................................14WNR525............. Webinar...........................................22 WEBINAR Partnerships and LLCs: Tax Issues in a Sale, Liquidation, or Merger...................................................................14WNR510............. Webinar...........................................21 WEBINAR Partnerships and LLCs: Tax Issues in the Formation of the Entity......................................................................14WNR509............. Webinar...........................................21 WEBINAR Tax Issues of Same Sex Couples..................................................................................................................................14WNR520............. Webinar...........................................22 Working with the Alternative Minimum Tax WEBINAR.............................................................................................................15WNCJN02B....... Webinar...........................................23 Technology 10 Steps for Adopting Smart Technology WEBINAR...................................................................................................................15WNCJN10B....... Webinar...........................................24 10 Steps to a Digital Office in the Cloud WEBINAR..................................................................................................................15WNCJN10A....... Webinar...........................................24 Accounting in the Cloud vs. On-Premise, What You Need to Know WEBCAST................................................................15WBAJN27B........ Webcast...........................................27 Advanced Excel.....................................................................................................................................................................................15ADEJN................. Bellevue...........................................11 Advanced Excel.....................................................................................................................................................................................15ADENV................ Spokane...........................................19 Cloud Computing.................................................................................................................................................................................15CLCAP................ Bellevue...........................................17 Cloud Computing: What is it and is it Right for Me? WEBCAST.............................................................................................15WBCJN09A........ Webcast...........................................24 Crowdsourcing and Collaborative Consumption Tools for Accountants WEBINAR..........................................................15WNCJN04D...... Webinar...........................................23

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Washington Professional Education Catalog 2014 | 41


Curriculum Index

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Curriculum index

Code

City

Page

Data Backup and Recovery: Where is Your Data? WEBCAST.................................................................................................15WBAJN27A........ Webcast...........................................27 Excel - Charts and Formatting For a Non-Financial Audience WEBINAR............................................................................15WNCJN16A....... Webinar...........................................25 Excel - How To Become an Excel Formula Expert WEBINAR.................................................................................................15WNCJN04A....... Webinar...........................................23 Excel - Preparing Your Source Data for Analysis WEBINAR......................................................................................................15WNCJN05A....... Webinar...........................................23 Excel Best Practices.............................................................................................................................................................................15EBPNV................. Bellevue...........................................14 Excel Boot Camp: Two Days of Intensive Excel Training.............................................................................................................15EBCAP................. Bellevue...........................................17 Excel Financial Reporting and Analysis............................................................................................................................................15EFRMR................. Bellevue...........................................16 Excel for Accounting and Finance Professionals: Level 1.............................................................................................................15EAP1AU.............. Bellevue...........................................12 Excel for Accounting and Finance Professionals: Level 2.............................................................................................................15EAP2AU.............. Bellevue...........................................12 Excel Pivot Tables..................................................................................................................................................................................14COMEXP05........ Bellevue...........................................10 Excel PivotTables for Accountants....................................................................................................................................................15EPTOC................. Bellevue...........................................13 Excel Tips and Techniques for Increased Productivity and Improved Financial Modeling: Intermediate WEBCAST....15WBCJN05A........ Webcast...........................................23 Excel Tips, Tricks & Functions............................................................................................................................................................14COMEXF03........ Bellevue...........................................10 Excel Tips, Tricks and Techniques for Accountants........................................................................................................................15EXLST.................. Bellevue...........................................12 Excel-Based Dashboards.....................................................................................................................................................................15EBDAP................. Bellevue...........................................17 Google+ for Accountants WEBINAR..............................................................................................................................................15WNCJN09B....... Webinar...........................................24 Implementing the Right Business Technology- Where to Best Spend Your Money WEBCAST........................................15WBAJN19A........ Webcast...........................................26 Importing & Exporting Data with QuickBooks.............................................................................................................................14COMQBI02........ Bellevue...........................................10 Information Technology Conference................................................................................................................................................15ITC........................ Bellevue...........................................15 Introduction to XBRL: New Opportunities for CPAs WEBCAST...........................................................................................15WBCJL23B......... Webcast...........................................29 iPad/Tablet - Working With Excel Spreadsheets on Your Tablet WEBINAR...........................................................................15WNCJN20A....... Webinar...........................................26 Managing Electronically Stored Information Securely WEBCAST............................................................................................15WBAJN04B........ Webcast...........................................23 Managing Electronically Stored Information Securely WEBCAST............................................................................................15WBAJN24A........ Webcast...........................................26 More QuickBooks for the Accounting Professional....................................................................................................................14COMQB203....... Bellevue...........................................10 MS PowerPoint - Advanced Techniques for Better Presentations WEBINAR.......................................................................15WNCJN02C...... Webinar...........................................23 Outlook - Beyond Email; What You May Be Missing WEBINAR...............................................................................................15WNCJN26A....... Webinar...........................................27 Outlook - The Beginner’s Guide to the Power of Outlook WEBINAR..................................................................................15WNCJN09A....... Webinar...........................................24 Paperless Office....................................................................................................................................................................................15PPONV................ Spokane...........................................19 PDF Documents - Beyond the Basics..............................................................................................................................................15PBBMR................. Bellevue...........................................16 PDF Documents - Beyond the Basics..............................................................................................................................................15PBBOC................ Bellevue...........................................13 QuickBooks for Accountants............................................................................................................................................................15QBPNV................ Bellevue...........................................14 Ratio Analysis with Excel....................................................................................................................................................................14COMER402........ Bellevue...........................................10 Take Your Writing to the Next Level: MS Word Can Make You a Better Communicator WEBCAST............................15WBAJN20A........ Webcast...........................................26 Tech Tools and Gadgets for a More Efficient You WEBCAST....................................................................................................15WBCJL10A......... Webcast...........................................28 Technology for CPAs - Don’t Get Let Behind...............................................................................................................................15TECJN.................. Bellevue...........................................11 Technology Update for Industry WEBCAST.................................................................................................................................15WBAJN26G....... Webcast...........................................27 The Digital Office - Cloud Based Client Accounting Systems WEBINAR..............................................................................15WNCJN10C...... Webinar...........................................24 The Digital Office - Infrastructure and the Cloud WEBINAR..................................................................................................15WNCJN12D...... Webinar...........................................25 The Digital Office - Securing Your Information WEBINAR........................................................................................................15WNCJN30B....... Webinar...........................................28 The Digital Office - The CPA Technology Toolkit WEBINAR....................................................................................................15WNCJN12A....... Webinar...........................................25 The Mobile Office................................................................................................................................................................................15MOBAP............... Bellevue...........................................17 Using Technology to Improve Small Business Internal Controls and to Prevent and Detect Fraud................................15ITCST................... Bellevue...........................................12 WEBCAST SATURDAY EVENING Automating Small Business Disaster Recovery...........................................................14SWEBA101......... Webcast...........................................21 WEBCAST Technology Update for Industry.................................................................................................................................14WEBA404........... Webcast...........................................20 WEBINAR Excel - Preparing Your Source Data for Analysis.....................................................................................................14WNR508............. Webinar...........................................21 WEBINAR Get Your Notes Organized With Microsoft OneNote..........................................................................................14WNR518............. Webinar...........................................22 WEBINAR Google Business Tools For Accountants...................................................................................................................14WNR526............. Webinar...........................................22 WEBINAR Microsoft Office 2013 What’s New? 12-2PM..........................................................................................................14WNR524............. Webinar...........................................22 What Is Cloud Computing? WEBCAST.........................................................................................................................................15WBAJN05A........ Webcast...........................................23 Windows 8 - Should I Go or Should I Wait? WEBINAR............................................................................................................15WNCJN06B....... Webinar...........................................24 Word - Advanced Tips, Tricks & Techniques WEBINAR..............................................................................................................15WNCJN03A....... Webinar...........................................23 Working Trial Balance with Excel......................................................................................................................................................14COMEW402...... Bellevue...........................................10

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