2016 ISCPA Conference Lineup Don’t miss any of these great 2016 ISCPA Conferences! We have added 2 new conferences to our already dynamic schedule. Whether you are in public practice or business & industry, a seasoned veteran or just getting started, ISCPA is determined to keep you on track with all your education needs with these specialized conferences!
2016 ISCPA Conference Lineup ISCPA’s 2nd Annual Leadership, Involvement & Personal Growth Conference June 9 Designed for CPAs with 5 or fewer years of experience in the profession.
Page 3
2nd Annual ISCPA CFO Roundtable June 24 Designed for CFOs & CPAs who deal with HR Issues, Technical Issues & the day-to-day operations of their companies.
Page 4
Taking a “Firm” Step into the Future – ISCPA’s 2016 Management of an Accounting Practice (MAP) Conference September 21 Designed for firm partners.
Page 5
TechCrunch Boise - What Every CPA Needs to Know About Technology - Don’t Be Left In The Dark! September 22 & 23 Page 6 Designed for accounting & financial professionals seeking to improve their knowledge of technology & the return on their investment in technology. 2-Day Federal Tax Update Tax Conference November 17 & 18 Designed for all tax practitioners, both public & industry, who need the latest - & necessary - tax changes for their individual, partnership, corporate, & estate clients. 2
Page 7
ISCPA’s Leadership, Involvement & Personal Growth Conference June 9
10 am - 4 pm
Wyndham Garden Hotel - Boise
6 credits
$200*
The ISCPA’s “Leadership, Involvement & Personal Growth Conference” is designed to assist firms & companies in developing their professional staff, particularly those with less than 5 years of experience, toward long-term leadership success. We believe the company that sends their staff members to this conference will firm up a foundation for the development & retention of tomorrow’s leaders & provide for the firm’s long-term stability. 10 am - Noon: Leadership: • Being, & Leading, the Best & Brightest! • Communication - in all its varieties • Integrity & Trust – You ain’t got these, you ain’t got nothing! • Creativity & Quality • “Can We Talk?” Noon - 1 pm - lunch with the ISCPA Board 1 - 2 pm - Involvement: • Power of Personal Connections • “That’s Not My Job,” “Must I do it?” • Breaking Stereotypes 2 - 3 pm - Personal Growth: • Time Management • Looking forward to the Turns in the Road – What “being lucky” really means • Life-Long Learning • The World Stage – Accountants without Borders 3 - 3:30 pm - ISCPA Board Panel • Hear from board members as they share their stories about what the CPA has done for them 3:30 - 4 pm - Emerging Leader Panel • Last year’s young leader attendees will share their journey in their careers over the past year The challenges of the accounting industry are going to be addressed by the current & future visionaries & leaders of the profession. The aptitudes, capabilities, talents & skills possessed by new people coming into the profession are exactly what is needed to answer current & future challenges. We want to build upon those attributes with this conference. The ISCPA’s “Leadership, Involvement & Personal Growth Conference” is designed to assist new entrants in the profession, particularly those with less than 5 years of experience, toward long-term leadership success. We believe the developing professional who attends will shore up their own foundation in becoming one of tomorrow’s leaders, become a valuable asset to their firm, & add immeasurably to their own personal satisfaction in this exciting profession. 3
2nd Annual CFO Roundtable June 24
7:30 am - 5 pm
ISCPA Training Center - Boise
7 credits
$175*
Today’s chief financial officers are expected to play diverse & challenging roles. These varied roles make a CFO’s job more complex than ever. Do you have the skills, network & savvy to successfully wear all your required hats? •
7:30 – 9:30 am - Beyond Trust – Managing the Risk of Workplace Fraud College of Southern Idaho, MarCon, Communications Workers of America, St. Luke’s, Greenleaf Post Office, High Desert Wall Systems, DBSI, Payroll America, Coldwater Creek & various banks & credit unions. What do these Idaho organizations have in common? Each has been the victim of fraud in the recent past. CFOs want to see their companies make headlines for record profits, innovative products & giving back to the community, not embezzlement or corruption. Fraud can be costly in terms of lost assets & damaged reputations. Denise uses real cases to supplement statistics on workplace fraud, how & why honest employees turn to fraud, & tips for prevention, detection & deterrence. * Denise McClure – Averti Solutions, LLC
•
9:40 – 10:40 am - Common Filing & Audit Issues With Idaho Business & Permit returns A review of common return processing & auditing problems. The discussion will include Business Income tax, Sales tax, & Withholding returns. In addition, presenters will discuss how accurate & timely information returns help the state in its efforts to combat refund fraud. * Chris Barry – Idaho State Tax Commission
•
10:50 am – 12:20 pm – Labor Laws An exploration of the top trends, issues and challenges that will face those dealing with HR issues in the coming year - Employee Benefit Plans, HR Manuals, Overtime pay exemptions, and many more * Robert White – Givens Pursley LLP
•
12:20 – 1:10 pm - Lunch/Network
•
1:15 – 3:15 pm - Managing Yourself During Change Conversations can be difficult for different people & for different reasons. Identify what makes a conversation difficult. You will develop the tools to see solutions & ways to manage yourself to successfully navigate challenging or difficult conversations. This workshop will provide you with the tools & techniques to successfully navigate the processes of change. You will learn how to: • Identify Challenges to Change • Recognize the Phases of Change • Analyze organizational culture & its’ impact on change • Identify strategies for Managing Yourself During Change * Jerri Mizrahi - Personal Success Coach – BSU •
3:30 – 5 pm - Bowling “Fun-Opetition” Join the attendees of this conference for a fun way to wrap up a great day of idea sharing with a friendly competition at 20th Century Lanes. Two games & shoe rental included in conference registration fee. 4
Taking a “Firm” Step into the Future – ISCPA’s 2016 Management of an Accounting Practice (MAP) Conference Sept 21
8 am - 4 pm
Wyndham Garden Hotel - Boise
8 credits
$255*
How do you keep the positive energy & drive running at optimal levels within your firm? This conference will help reenergize you with exciting content that is designed to propel your firm into the future. 7:30 am – sign in/continental breakfast 8 – 11:30 am – Welcome to the Firm of the Future Being a CPA has never been more challenging. Technology, succession planning & leadership building along with globalization of the financial world we live in have placed even higher demands on the profession. The Firm InMotion e-toolkit was designed to help with all of these challenges & more. A team of your peers helped design tools that will help you not only keep up, but also propel the leaders & next generation of professionals from point A to point B. Gabby will share her experience with being on the task force & some of the valuable tools the task force created to help your firm prepare for the future. Topics include: 1) Why a Firm InMotion e-toolkit 2) Samples of the e-toolkit tool (Firm Structure & Strategy, Use of Technology, Client & Relationship Building, Staff Development & Culture, Globalization) 3) E-Tools-Strategy & planning on the PCPS section. * Gabrielle Luoma, CPA, CGMA 11:30 am – 12:30 pm – lunch/networking 12:30 – 2:45 pm – How to Improve Competitive Performance A key question for senior leaders today is how to improve competitive performance. Traditional business drivers are important but research has shown that organizational health is a key component of sustained business success. This workshop will first define organizational health & share frameworks to help understand how to best create a strategy for improving it. Specifically, this workshop will focus on two actions you can take as a leader; understanding your own strengths along with the level of engagement of your overall organization. Using data gathered prior to the workshop, you will have the opportunity to integrate this information into an action plan that takes steps to improve your organization’s culture & ultimately its organizational health. * Sandy Lieske, MS-ECE, MS-MOT, P.E.M. 3 – 4 pm – Young Leaders Panel - What You Can Do For Me (in other words, here’s how you keep me) Listen as a group of up-n-coming leaders in the profession tell you what they are looking for in their careers, work environment & life balance. You are in for a very candid conversation with the new generation that is starting to shape the accounting profession! 5
TechCrunch Boise - What Every CPA Needs to Know About Technology - Don’t Be Left In The Dark! Sept 22 & 23
8 am - 4 pm/8 am - Noon
Wyndham Garden Hotel - Boise
12 credits
$375*
2016 is a year of change & in this pivotal period, technology can help or hurt your organization. Hardware & software businesses are in upheaval, the Cloud is cloudy, mobile strategies are evolving, & the Internet of Things is a game-changer on all fronts. This conference will help you learn how to create a technology road map to improve organizational efficiency & avoid pitfalls. On day 1, join one of the most requested technology presenters by CPAs, K2’s Tommy Stephens, for a fun, fast-paced exploration of all that is technology that CPAs need to know. During his presentation of “Technology for CPAs - Don’t Get Left Behind,” Tommy will cover everything from computer hardware, software, operating systems to significant trends in information technology & how to take advantage of the opportunities presented by these trends. Guaranteed to make you laugh at least once, Tommy will provide you with several insights to help your organization stay out of the dark & keep you entertained. On day 2, join our panel of local experts as they share their insights & address key areas of risk that you need to be aware of. From Idaho’s Cyber Security Task Force, to your own website & PCI compliance issues, if you leave this session without a to-do list, then you slept through it!
Day 1 - September 22 - Technology for CPAs - Don’t Get Left Behind How good are you with the technology you use daily? What new technology tools are available that could save you time & make you more effective? Technology continues to accelerate rapidly, & CPAs need to keep pace. This course is designed for those who are not information technology (IT) experts, but who need an update of their base-knowledge level to serve their companies and/or clients more efficiently & effectively. Throughout the entire course, significant amounts of time are invested to demonstrate practical applications of the latest tools that provide CPAs in all disciplines with the information they need to harness the power of technology, both now & in the future. Register now for this “don’t miss” opportunity to get the skills you need to enhance the value of your IT investment.
Day 2 - September 23 - Idaho’s Tech Talent 8 – 8:40 am - Idaho’s Cyber Security Task Force Update – Idaho Lt. Governor Brad Little 8:50 – 10:05 am - IT Fraud Risk Assessments - Vince Skinner, AVP of Security - D.A. Davidson & Co. 10:15 – 11:45 am - Website Security Issues - Are you Compliant? – Peter G. Barton – Givens Pursley LLP
6
2-Day Federal Tax Update Tax Conference
Nov 17 & 18
8 am - 4 pm/8 am - 3:30 pm
Grove Hotel - Boise
16 credits
$500*
One tax seminar a year is a must... & this is the best! Our 2-day program - taught by practicing CPA Vern Hoven, in a high-tech & often humorous manner - covers fast-breaking new tax developments affecting individuals, estates, businesses, partnerships & corporations, & provides attendees with the most complete reference manual available. Vern’s high energy & real-life experiences bring complicated tax topics to life & offer cutting-edge tax planning opportunities. Special Feature: Course materials contain numerous practical examples, flowcharts, editorial planning tips, & other helpful information to aid the participant’s understanding of new developments. DAY 1: Federal Individual Tax Update • Individual changes • Individual retirement • Real estate changes • Estate/Gift taxation DAY 2: Federal Business Tax Update • Business changes • Business retirement plans • Payroll update • Corporations • Partnerships • IRS audit issues • ACA Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials & a high-tech format, this powerful presentation will enable participants to quickly grasp recent tax changes. You’ll receive the most complete & up-to-date reference manual, written by renowned tax expert, Vern Hoven. The digital PDF manual is hyperlinked to the Internal Revenue Code, making it extremely convenient. Join us as our world-class tax instructors share cutting-edge tax planning strategies & use their high-energy, often humorous presentations & real-life experiences to make complicated tax topics easily understandable. Specific course topics will be announced & updated through year-end. 2 general ethics credits are available to those that attend both days in person. Ethics credits are not available in the self-study option, for those that leave early on any day or attend only 1 day, or for those that take this conference in other states.
7
2016 ISCPA Conference Lineup * Prices quoted include the ISCPA membership discount as well as the early registration discount Speakers & topics subject to change without notice ISCPA’s 2nd Annual Leadership, Involvement & Personal Growth Conference Early registration deadline 5.19.16 Add $50 for registrations received after early registration deadline Non members add $300 Includes printed manual Requires some pre-conference work 2nd Annual ISCPA CFO Roundtable Early registration deadline 6.3.16 Add $50 for registrations received after early registration deadline Non members add $100 Includes pdf manual (you may purchase printed manual for $20) Taking a “Firm” Step into the Future – ISCPA’s 2016 Management of an Accounting Practice (MAP) Conference Early registration deadline 8.31.16 Add $50 for registrations received after early registration deadline Non members add $100 Includes pdf manual (you may purchase printed manual for $20) Requires some pre-conference work TechCrunch Boise - What Every CPA Needs to Know About Technology - Don’t Be Left In The Dark! Early registration deadline 9.1.16 Add $50 for registrations received after early registration deadline Non members add $100 Includes pdf manual (you may purchase printed manual for $20) 2-Day Federal Tax Update Tax Conference Early registration deadline 10.27.16 Add $50 for registrations received after early registration deadline Non members add $100 Includes printed manual