2016 CPE CATALOG
2016 Conferences
SAVE THE DATE ASCPA Accounting Connection
June 8, 9, 10, 2016 Sheraton Birmingham
ONLINE LEARNING Seminar Webcasts
SOUTHEASTERN EDUCATION CONFERENCE
Partnership with Louisiana Society of CPAs July 24-29 | Hilton Sandestin
Technology Conference
August 18-19, 2016 Pelham Civic Complex
24th Annual Financial Accounting and Auditing Conference Partnership with Auburn University at Montgomery September 23, 2016
29th Annual Governmental Accounting anD Auditing Forum
November 30-December 1, 2016 Birmingham Marriott
Become a part of the audience and have realtime interaction with the speakers with our live stream opportunities this upcoming CPE season. Please check the Montgomery section of the catalog to see which courses will be webcast. Parts of the Accounting Connection Conference will be available via live stream as well, so check the website for those opportunities.
Self-Study CPE Take courses anytime, wherever you have computer access. Also benefit from downloadable course materials, instantly graded exams and easy CPE tracking.
Contents 1
connect and train
Accounting Connection. . . . . . . . . . . . . . . . . . . . . 4
2
choose your location
Gulf Shores. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Mobile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Huntsville. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Montgomery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Birmingham. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Auburn. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Tuscaloosa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Dothan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
3
read the rules
Policies and General Information. . . . . . . . . . . . 13
4
Register for courses
ASCPA CPE Registration Form. . . . . . . . . . . . . . . 14 CPE Course Registry. . . . . . . . . . . . . . . . . . . . . . . 15
ASCPA CPE StaFf Mary McCallister
Seminar Coordinator mmccallister@ascpa.org 334.386.5763
Corena Cottles
Conference Coordinator ccottles@ascpa.org 334.386.5764
Jessica Roberts
Education Director jroberts@ascpa.org 334.386.5766
Ed Department
General Contact Information
Mailing Address P.O. Box 242987 Montgomery, AL 36124 Website: ascpa.org Email: cpe@ascpa.org
FAX: 334.834.7310
The full CPE catalog is available online at www.ascpa.org
Audit and Tax Staff Training Opportunities Is it a challenge to provide training for your first through third year staff? If so, the ASCPA would like to provide your firm with the opportunity to send your associates to our staff training workshops. We are offering skills training in both audit and tax, and each training level will include lectures and interactive group case studies and activities to prepare your associates for their work in the field. All events will be held at the Sheraton in downtown Birmingham. Please check our website, or contact Jessica Roberts at (334) 386-5766 or jroberts@ascpa.org for more details.
Audit Level 1 – September 1 & 2 Audit Level 2 – September 26 & 27 Audit Level 3 – September 28 & 29 4
Tax Level 1 - June 20 Tax Level 2 - June 21 Tax Level 3 - June 22
t
Yellow Book credit |
017 018 020 021
Financial Forecasting: Planning for Success Thursday, June 23, 2016 1:00 PM | CPE: 4 Other Instructor: Brent McClure
022
IRS Disputes: Identifying Options for Your Client Thursday, June 23, 2016 8:30 AM | CPE: 4 Tax Instructor: Michael Frost Advanced Concepts in SSARS 21 and Nonattest Services Thursday, June 23, 2016 8:30 AM | CPE: 4 A&A Instructor: Greg Clark
Health Care Reform Act: Critical Tax and Insurance Ramifications Friday, June 24, 2016 8:30 AM | CPE: 4 Tax Instructor: Michael Frost Risk, Cost, and Cash Management for Controllers and Financial Managers Friday, June 24, 2016 8:30 AM | CPE: 4 Other Instructor: Brent McClure
025
Critical Skills for Budgeting Success Thursday, June 23, 2016 8:30 AM | CPE: 4 Other Instructor: Brent McClure
Hot Tax Planning Developments Under the Current Tax Law Thursday, June 23, 2016 1:00 PM | CPE: 4 Tax Instructor: Michael Frost Fraud Basics: Protecting the Company Till Friday, June 24, 2016 8:30 AM | CPE: 4 A&A Instructor: Greg Clark
Analyzing Costs, Productivity, and Efficiency: Three Ways to Boost Your Bottom Line Friday, June 24, 2016 1:00 PM | CPE: 4 Other Instructor: Brent McClure
023
010 011 012 013
Analyzing a Company’s Financial Statement Wednesday, June 22, 2016 1:00 PM | CPE: 4 Other Instructor: Brent McClure
Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses Thursday, June 23, 2016 1:00 PM | CPE: 4 A&A Instructor: Greg Clark
Proven Controls to Steer You Clear of Fraud Friday, June 24, 2016 1:00 PM | CPE: 4 A&A Instructor: Greg Clark
024
Preparing Special Purpose Framework Financial Statements: Cash, Modified Cash and Tax Basis Wednesday, June 22, 2016 8:30 AM | CPE: 4 A&A Instructor: Greg Clark
Capitalized Costs and Depreciation: Key Issues and Answers Wednesday, June 22, 2016 1:00 PM | CPE: 4 Tax Instructor: Michael Frost
016
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs, and Other Partnerships Wednesday, June 22, 2016 8:30 AM | CPE: 4 Tax Instructor: Michael Frost
The Statement of Cash Flows: Preparation Guidance & Presentation Illustrations Wednesday, June 22, 2016 1:00 PM | CPE: 4 A&A Instructor: Greg Clark
015
006
Smart Tax Planning Strategies for Individuals Tuesday, June 21, 2016 1:00 PM | CPE: 4 Tax Instructor: Michael Frost
Controller’s Update: Today’s Latest Trends Wednesday, June 22, 2016 8:30 AM | CPE: 4 Other Instructor: Brent McClure
014
007
K2’s Advanced QuickBooks Tips and Techniques Tuesday, June 21, 2016 1:00 PM CPE: 4 Other Instructor: TBA
009
K2’s Microsoft Office 2016 - Improving Productivity with New Features Tuesday, June 21, 2016 8:30 AM CPE: 4 Other Instructor: TBA Guide and Update to Compilations, Reviews, and New Preparations Tuesday, June 21, 2016 1:00 PM | CPE: 4 A&A Instructor: Greg Clark
The Beach Club 925 Beach Club Trail Gulf Shores, AL 36542
019
Current Issues in Accounting and Attestation: An Annual Update Tuesday, June 21, 2016 8:30 AM | CPE: 4 A&A Instructor: Greg Clark Practical Tax Tips and Techniques for Closely- Held Businesses Tuesday, June 21, 2016 8:30 AM | CPE: 4 Tax Instructor: Michael Frost
008
005
004
003
002
GULF SHORES
Social Security and Medicare: Maximizing Retirement Benefits Friday, June 24, 2016 1:00 PM | CPE: 4 Tax Instructor: Michael Frost
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
5
6
t
Yellow Book credit |
142 143
Maximizing Your Social Security Benefits Tuesday, September 20, 2016 8:30 AM | CPE: 4 Tax Instructor: Michael Frost
147
A Guide to the New Revenue Recognition Model for All CPAs Tuesday, September 20, 2016 8:30 AM | CPE: 4 A&A Instructor: Curtis Quickel
148
Federal Tax Update-Business Current Developments Monday, September 19, 2016 1:00 PM | CPE: 4 Tax Instructor: Pat Garverick
Reviewing Individual Tax Returns: What Are You Missing? Wednesday, September 21, 2016 8:30 AM | CPE: 4 Tax Instructor: Michael Frost Controller/CFO Update: Hot Topics Facing Today’s Financial Professional Wednesday, September 21, 2016 8:30 AM | CPE: 4 Other Instructor: Brent McClure
150
Simplify Your Reporting by Converting to FRF for SMEs Monday, September 19, 2016 1:00 PM | CPE: 4 A&A Instructor: Curtis Quickel
Mastering Basis Issues for S Corporations, Partnerships, and LLCs Tuesday, September 20, 2016 1:00 PM | CPE: 4 Tax Instructor: Michael Frost
Gaining a Competitive Advantage: Critical Skills for CFOs and Controllers Wednesday, September 21, 2016 1:00 PM | CPE: 4 Other Instructor: Brent McClure
149
Federal Tax Update - Individual Current Developments Monday, September 19, 2016 8:30 AM | CPE: 4 Tax Instructor: Pat Garverick
Proven Controls to Steer You Clear of Fraud Tuesday, September 20, 2016 1:00 PM | CPE: 4 A&A Instructor: Curtis Quickel
Estates and Trusts: Mastering Complex Income Tax Issues Wednesday, September 21, 2016 1:00 PM | CPE: 4 Tax Instructor: Michael Frost
185
063 098 099 133
Governmental and Not-for-Profit Annual Update t Tuesday, August 23, 2016 8:30 AM | CPE: 8 A&A Instructor: Michael Morgan
Critical New COSO Internal Control Framework Concepts Monday, September 19, 2016 8:30 AM | CPE: 4 A&A Instructor: Curtis Quickel
134
Top Ten Tax Topics of 2016 Monday, August 22, 2016 8:30 AM | CPE: 8 Tax Instructor: Michael Frost
Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? Monday, August 29, 2016 8:30 AM | CPE: 8 A&A Instructor: Michael Brand
135
Audits of 401(k) Plans Monday, August 22, 2016 8:30 AM | CPE: 8 A&A Instructor: Michael Morgan
K2’s Advanced Excel Monday, August 29, 2016 8:30 AM | CPE: 8 Other Instructor: TBA
136
042
The Casual Tax Preparer: 1040 Forms Update for 2016 Friday, July 29, 2016 8:30 AM | CPE: 8 Tax Instructor: William Taylor
Conducting Business the Right Way Tuesday, August 23, 2016 8:30 AM | CPE: 8 Other Instructor: Karl Egnatoff
140
041
Preparartion, Compilation & Review Update Friday, July 29, 2016 8:30 AM | CPE: 8 A&A Instructor: Jim Martin
Holiday Inn Mobile - Airport 3630 Springhill Memorial Drive S Mobile, AL 36608
141
038
Taking Your Medicine: Health Care in 2016 Thursday, July 28, 2016 1:00 PM | CPE: 4 Tax Instructor: William Taylor
057
035 037
The New Leasing Standard: It’s Here and It’s Huge Thursday, July 28, 2016 1:00 PM | CPE: 4 A&A Instructor: Jim Martin
058
From Hiring to Firing and Everything In-Between: Legal and Payroll Tax Issues Thursday, July 28, 2016 8:30 AM | CPE: 4 Tax Instructor: William Taylor
062
2016 FASB Update for the Real World Thursday, July 28, 2016 8:30 AM | CPE: 4 A&A Instructor: Jim Martin
036
MOBILE
The Best Federal Tax Update Course by Surgent Thursday, December 01, 2016 8:30 AM | CPE: 8 Tax Instructor: Michael Frost
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
Frequent Frauds Found in Goverments t Thursday, August 25, 2016 1:00 PM | CPE: 4 A&A Instructor: Jack Georger t
Yellow Book credit |
Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? Monday, September 26, 2016 8:30 AM | CPE: 8 A&A Instructor: Michael Brand
162 163 170 171
K2’s Excel Tips, Tricks, and Techniques for Accountants Monday, September 26, 2016 8:30 AM | CPE: 8 Other Instructor: TBA
172
089 088 090 091 107
Critical Tax Issues and Planning for Accounting Periods, Methods, Related Party Transactions, and Form 3115 Wednesday, August 31, 2016 8:30 AM | CPE: 8 Tax Instructor: Michael Frost
Annual FASB Update & Review Wednesday, September 28, 2016 8:30 AM | CPE: 4 A&A Instructor: Michael Brand Position Your Organization for Success: Strategies for Today’s Competitive Environment Wednesday, September 28, 2016 1:00 PM | CPE: 4 Other Instructor: Amanda Snead
177
Social Security and Medicare: Maximizing Retirement Benefits Thursday, August 25, 2016 1:00 PM | CPE: 4 Tax Instructor: Michael Frost
The New Leasing Standard: It’s Here and It’s Huge Wednesday, August 31, 2016 8:30 AM | CPE: 8 A&A Instructor: Jim Martin
A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2016 and Beyond Wednesday, September 28, 2016 8:30 AM | CPE: 8 Tax Instructor: William Taylor
Preparing Special Purpose Framework Financial Statements: Cash, Modified Cash, and Tax Basis Thursday, September 29, 2016 8:30 AM | CPE: 4 A&A Instructor: Michael Brand
176
Health Care Reform Act: Critical Tax and Insurance Ramifications Thursday, August 25, 2016 8:30 AM | CPE: 4 Tax Instructor: Michael Frost
2016 FASB Update for the Real World Tuesday, August 30, 2016 8:30 AM | CPE: 8 A&A Instructor: Jim Martin
K2’s Technology for CPAs Don’t Get Left Behind Tuesday, September 27, 2016 8:30 AM | CPE: 8 Other Instructor: TBA
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement Thursday, September 29, 2016 8:30 AM | CPE: 8 Tax Instructor: William Taylor
178
Frequent Frauds Found in Not-for-Profits t Thursday, August 25, 2016 8:30 AM | CPE: 4 A&A Instructor: Jack Georger
Interpreting the New Revenue Recognition Standard: What All CPA’s Need to Know Friday, August 26, 2016 1:00 PM | CPE: 4 A&A Instructor: Jack Georger
Identity Theft: Preventing, Detecting, and Investigating Identity Theft Tuesday, September 27, 2016 8:30 AM | CPE: 8 A&A Instructor: Kevin Andrews
Analyzing Costs, Productivity & Efficiency: Three Ways to Boost Your Bottom Line Thursday, September 29, 2016 1:00 PM | CPE: 4 A&A Instructor: Amanda Snead
188
Practical Tax Tips and Techniques for Closely- Held Businesses Wednesday, August 24, 2016 1:00 PM | CPE: 4 Tax Instructor: Michael Frost
Hot Tax Planning Developments Under the Current Tax Law Friday, August 26, 2016 1:00 PM | CPE: 4 Tax Instructor: Michael Frost
112
Updated COSO Framework: What You Need to Know Wednesday, August 24, 2016 1:00 PM | CPE: 4 A&A Instructor: Kevin Andrews
Capitalized Costs and Depreciation: Key Issues and Answers Friday, August 26, 2016 8:30 AM | CPE: 4 Tax Instructor: Michael Frost
111
073 072 080 081 083 082
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them Wednesday, August 24, 2016 8:30 AM | CPE: 4 A&A Instructor: Kevin Andrews
U.S. GAAP: Latest Developments for Business & Industry Friday, August 26, 2016 8:30 AM | CPE: 4 A&A Instructor: Jack Georger
156
Smart Tax Planning Strategies for Individuals Wednesday, August 24, 2016 8:30 AM | CPE: 4 Tax Instructor: Michael Frost
Huntsville Marriott 5 Tranquility Base Huntsville, AL 35805
157
047 048
Audits of 401(k) Plans Monday, August 15, 2016 8:30 AM | CPE: 8 A&A Instructor: Randy Dummer
071
Advanced Business Law for CPAs Monday, August 15, 2016 8:30 AM | CPE: 8 Other Instructor: Robert Walter
070
HUNTSVILLE
The Best Federal Tax Update Course by Surgent Tuesday, December 20, 2016 8:30 AM | CPE: 8 Tax Instructor: Michael Frost
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
7
Yellow Book credit |
084 108
Making Sense of the Updated COSO Framework: What You Need to Know to Create an Effective System of Internal Control Tuesday, August 23, 2016 8:30 AM | CPE: 8 A&A Instructor: Jennifer Elder
109
Hot Tax Planning Developments Under the Current Tax Law Tuesday, August 23, 2016 1:00 PM | CPE: 4 Tax Instructor: Michael Frost
K2’s Technology Update Tuesday, August 30, 2016 1:00 PM | CPE: 4 Other Instructor: TBA
110
t
Practical Tax Tips and Techniques for Closely- Held Businesses Tuesday, August 23, 2016 8:30 AM | CPE: 4 Tax Instructor: Michael Frost
K2’s Introduction to Excel Macros Tuesday, August 30, 2016 8:30 AM | CPE: 4 Other Instructor: TBA
K2’s Excel Financial Reporting and Analysis Wednesday, August 31, 2016 8:30 AM | CPE: 8 A&A Instructor: TBA
116
8
Construction Contractors Advanced Issues Monday, August 22, 2016 8:30 AM | CPE: 6 A&A, 2 Tax Instructor: Jennifer Elder
Becoming an AICPA Peer Review Team or Review Captain: Case Study Application Thursday, August 25, 2016 8:30 AM | CPE: 8 A&A Instructor: Michael Brand
2016 FASB Update for the Real World Tuesday, September 13, 2016 8:30 AM | CPE: 4 A&A Instructor: Jim Martin
161
Private Company Accounting: New Directions, New Challenges Monday, August 15, 2016 8:30 AM | CPE: 8 A&A Instructor: William O’Brien
053
Surgent’s Essential Depreciation Update for Practitioners Thursday, July 28, 2016 8:30 AM | CPE: 4 Tax Instructor: Lyvonnia Poppell
056
039
Working With, Storing, and Securing Digital Information Thursday, July 28, 2016 8:30 AM | CPE: 8 Other Instructor: Karl Egnatoff
059
033
From Hiring to Firing & Everything in Between: Legal, Tax, & Health Care Issues Wednesday, July 27, 2016 8:30 AM | CPE: 8 Tax Instructor: William Taylor
064
034
Taking the Self Taught Excel User to the Next Level Wednesday, July 27, 2016 8:30 AM | CPE: 8 Other Instructor: Karl Egnatoff
Form 990: A Comprehensive Approach to Accurate Preparation t Wednesday, August 17, 2016 8:30 AM | CPE: 8 Tax Instructor: Thomas Sheets
065
032
Maximizing Your Social Security Benefits Tuesday, July 26, 2016 01:00 PM | CPE: 4 Tax Instructor: William Taylor
4 Most Overlooked Business Risks: Preparing for the Future Tuesday, August 16, 2016 8:30 AM | CPE: 8 Other Instructor: William O’Brien
066
031
Taking Your Medicine: Health Care in 2016 Tuesday, July 26, 2016 8:30 AM | CPE: 4 Tax Instructor: William Taylor
040
The Casual Tax Preparer: 1040 Forms Update for 2016 Monday, July 25, 2016 8:30 AM | CPE: 8 Tax Instructor: William Taylor
Alabama Society of CPAs 1041 Longfield Court Montgomery, AL 36117
074
Employee Benefits Workshop Thursday, May 19, 2016 8:30 AM | CPE: 8 A&A Instructor: Various
049
028
001
MONTGOMERY
The Future of A&A for the Local Firm Tuesday, September 13, 2016 1:00 PM | CPE: 4 A&A Instructor: Jim Martin
Excel PivotTables - Powerful and Not Hard to Use…Really! Wednesday, August 24, 2016 8:30 AM | CPE: 8 Other Instructor: Karl Egnatoff
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
Executive Education’s Annual CFO Spotlight: 4 Select Issues Friday, September 16, 2016 8:30 AM | CPE: 8 Other Instructor: Don Minges
t
Yellow Book credit |
159
Individual Income Tax Update Monday, September 26, 2016 8:30 AM | CPE: 4 Tax Instructor: Joe Sanford
164
Fraud Workshop Thursday, September 22, 2016 8:30 AM | CPE: 8 A&A Instructor: Tommie Singleton
The Top 10 Tax Topics of 2016 Tuesday, September 27, 2016 8:30 AM | CPE: 8 Tax Instructor: Joe Sanford
179
Identity Theft: Preventing, Detecting, and Investigating Identity Theft Wednesday, September 21, 2016 8:30 AM | CPE: 8 A&A Instructor: Dan Bradley
S Corporation, Partnership, and LLC Tax Updates Monday, September 26, 2016 1:00 PM | CPE: 4 Tax Instructor: Joe Sanford
Focus on the Mission: Not-for-Profit Accounting and Reporting Today and Tomorrow t Thursday, September 29, 2016 8:30 AM | CPE: 8 A&A Instructor: Jack Georger
184
144 139
How Good Companies Become Great: Secrets to Success Thursday, September 15, 2016 1:00 PM | CPE: 4 Other Instructor: Don Minges
151
Applying the Uniform Guidance for Federal Awards in Your Single Audits t Thursday, September 15, 2016 8:30 AM | CPE: 8 A&A Instructor: William Wagner
Federal Tax Update - Individual and Business Current Developments Tuesday, September 20, 2016 8:30 AM | CPE: 8 Tax Instructor: Pat Garverick
154
Lean Accounting: Apply Lean Thinking to Financial Management Thursday, September 15, 2016 8:30 AM | CPE: 4 A&A Instructor: Don Minges
Audits of 401(k) Plans Tuesday, September 20, 2016 8:30 AM | CPE: 8 A&A Instructor: Leigh Dykes
158
What’s New In Compilation, Review & the Cash and Tax Basis of Accounting (Latest Edition) Wednesday, September 14, 2016 8:30 AM | CPE: 8 A&A Instructor: Ray Thompson
Alabama Society of CPAs 1041 Longfield Court Montgomery, AL 36117
Latest Developments in Government and Nonprofit A&A 2016 t Friday, September 30, 2016 8:30 AM | CPE: 8 A&A Instructor: Jack Georger
186
129
126
124
125
121
MONTGOMERY (cont.)
The Best Federal Tax Update Course by Surgent Friday, December 02, 2016 8:30 AM | CPE: 8 Tax Instructor: Michael Frost
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
9
10
t
Yellow Book credit |
085 087
The New Controllership: Keys to Boosting Management Skills Friday, August 26, 2016 1:00 PM | CPE: 4 Other Instructor: Brent McClure
092
Critical Tax Issues and Planning for Accounting Periods, Methods, Related Party Transactions, and Form 3115 Monday, August 29, 2016 8:30 AM | CPE: 8 Tax Instructor: Michael Frost
093
A&A for Tax People Who Hate A&A Monday, August 29, 2016 8:30 AM | CPE: 8 A&A Instructor: Jim Martin
115
102
100
101
Sales and Use Tax Workshop Friday, August 26, 2016 8:30 AM | CPE: 8 Tax Instructor: Bruce Ely
114
Auditing Employee Benefit Plans Tuesday, August 16, 2016 8:30 AM | CPE: 8 A&A Instructor: Randy Dummer Analytics and Big Data for Accountants Wednesday, August 17, 2016 8:30 AM | CPE: 8 Other Instructor: Robert Walter The Top 10 Tax Topics of 2016 Wednesday, August 17, 2016 8:30 AM | CPE: 8 Tax Instructor: Michael Frost The Eight Hour MBA Wednesday, August 24, 2016 8:30 AM | CPE: 8 Other Instructor: Jennifer Elder Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? Wednesday, August 24, 2016 8:30 AM | CPE: 8 A&A Instructor: Michael Brand The Complete Guide to Payroll Taxes and 1099 Issues Wednesday, August 24, 2016 8:30 AM | CPE: 8 Tax Instructor: William Taylor Yellow Book Workshop (Two Days) t Thursday & Friday, August 25 & 26, 2016 8:30 AM | CPE: 16 A&A Instructor: Jason Harpe Managing Engagement Risk: Exposures Lurk in Every Practice Area Thursday, August 25, 2016 8:30 AM | CPE: 8 A&A Instructor: Steve Platau Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement Thursday, August 25, 2016 8:30 AM | CPE: 8 Tax Instructor: William Taylor The New Controllership: Keys to Boosting Financial Performance Friday, August 26, 2016 8:30 AM | CPE: 4 Other Instructor: Brent McClure
117
050 054 055 069 068 067 079 078 077
Audits of 401(k) Plans Monday, July 25, 2016 8:30 AM | CPE: 8 A&A Instructor: Leigh Dykes K2’s Excel Tables and Data ModelsEfficiently Managing, Analyzing & Reporting Your Data Monday, July 25, 2016 8:30 AM | CPE: 8 Other Instructor: TBA K2’s Budgeting and Forecasting Tools and Techniques Tuesday, July 26, 2016 8:30 AM | CPE: 8 Tax Instructor: TBA Understanding, Creating, Implementing, and Maintain an Internal Control Structure Tuesday, July 26, 2016 8:30 AM | CPE: 8 A&A Instructor: Karl Egnatoff 2016 FASB Update for the Real World Thursday, August 11, 2016 8:30 AM | CPE: 8 A&A Instructor: Jim Martin Surgent’s Federal Tax Camp Thursday, August 11, 2016 8:30 AM | CPE: 8 Tax Instructor: Michael Frost The New Leasing Standard: It’s Here and It’s Huge Friday, August 12, 2016 8:30 AM | CPE: 8 A&A Instructor: Jim Martin Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs Friday, August 12, 2016 8:30 AM | CPE: 8 Tax Instructor: Michael Frost Form 990: Exploring the Form’s Complex Schedules Tuesday, August 16, 2016 8:30 AM | CPE: 8 A&A Instructor: Thomas Sheets Employment Law Update: Key Risks and Recent Trends Tuesday, August 16, 2016 8:30 AM | CPE: 8 Tax Instructor: Robert Walter
Pelham Civic Complex 500 Amphitheater Road Pelham, AL 35124
086
052
051
046
045
044
043
030
029
027
026
BIRMINGHAM
Introduction to Business Valuation Tuesday, August 30, 2016 8:30 AM | CPE: 8 Other Instructor: Kevin Andrews Individual Income Tax Update Tuesday, August 30, 2016 8:30 AM | CPE: 4 Tax Instructor: Michael Frost Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners Tuesday, August 30, 2016 1:00 PM | CPE: 4 Tax Instructor: Michael Frost Beyond CPA “Best Practices” Taking Next Steps in the Future of the Client Tuesday, September 13, 2016 8:30 AM | CPE: 8 Other Instructor: Karl Ahlrichs Advanced Auditing of HUDAssisted Projects t Tuesday, September 13, 2016 8:30 AM | CPE: 8 A&A Instructor: William Wagner Annual Update for Governments and Not-for-Profits t Wednesday, September 14, 2016 8:30 AM | CPE: 4 A&A Instructor: William Wagner
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
How to Settle an Estate for a Client from A to Z Monday, September 19, 2016 8:30 AM | CPE: 8 Tax Instructor: Thomas E. Bazley Applying the Risk Assessment Standards to Enhance Audit Monday, September 19, 2016 1:00 PM | CPE: 4 A&A Instructor: Dan Bradley
t
Yellow Book credit |
Practice Issues in Preparation, Compilation and Review Engagements Wednesday, September 28, 2016 8:30 AM | CPE: 4 A&A Instructor: Thomas Newell K2’s Tech Tools and Gadgets for a More Efficient You! Wednesday, September 28, 2016 1:00 PM | CPE: 4 Other Instructor: TBA
160 173 174 175 180 181 182
137 138 145 146 153
152
K2’s Top PDF Features You Should Know Wednesday, September 28, 2016 8:30 AM | CPE: 4 Other Instructor: TBA
183
131
Forensic Accounting: Uncovering Schemes and Scams Monday, September 19, 2016 8:30 AM | CPE: 4 A&A Instructor: Dan Bradley
IRAs - Contributions & Distributions for Traditional, Roth, SEP, and SIMPLE IRAs Thursday, September 22, 2016 8:30 AM | CPE: 8 Tax Instructor: Pat Garverick
187
128
Estate Planning - Local Issues Friday, September 16, 2016 8:30 AM | CPE: 8 Tax Instructor: Aurthur Werner
130
Accounting Six Pack Friday, September 16, 2016 8:30 AM | CPE: 8 A&A Instructor: Ray Thompson
Upcoming Peer Review: Is Your Firm Ready? Thursday, September 22, 2016 8:30 AM | CPE: 8 A&A Instructor: Michael Brand
166
Integrated Estate, Financial and Asset Protection Planning A Breakthrough Approach Thursday, September 15, 2016 8:30 AM | CPE: 8 Tax Instructor: Aurthur Werner
Common Frauds and Internal Controls for Revenue, Purchasing, and Cash Receipts Tuesday, September 20, 2016 8:30 AM | CPE: 8 A&A Instructor: Dan Bradley
Fraud Workshop Wednesday, September 21, 2016 8:30 AM | CPE: 8 A&A Instructor: Tommie Singleton
167
FASB’s Triple Threat: Practical Responses to the New Standards for Revenue Recognition, Leases, and Financial Instruments Thursday, September 15, 2016 8:30 AM | CPE: 8 A&A Instructor: Ray Thompson
Fiduciary Income Tax Returns Form 1041 Workshop with Filled-in Forms Tuesday, September 20, 2016 8:30 AM | CPE: 8 Tax Instructor: Thomas E. Bazley
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis Wednesday, September 21, 2016 8:30 AM | CPE: 8 Tax Instructor: Pat Garverick
168
Applying “Lean” Thinking to Making Employees Your Competitive Advantage Wednesday, September 14, 2016 1:00 PM | CPE: 4 Other Instructor: Karl Ahlrichs
169
118 119 120 122 123
Not-for-Profit A&A: Practical Cases for CPAs t Wednesday, September 14, 2016 1:00 PM | CPE: 4 A&A Instructor: William Wagner
132
127
Blue Oceans and Clean Paper Using the ACA and Wellness as a catalyst to move organizations Wednesday, September 14, 2016 8:30 AM | CPE: 4 Other Instructor: Karl Ahlrichs
K2’s Excel Best Practices Thursday, September 29, 2016 8:30 AM | CPE: 8 Other Instructor: TBA Community Banking Update Thursday, September 29, 2016 8:30 AM | CPE: 8 A&A Instructor: Wynne Baker Fraud Basics: Protecting the Company Till Thursday, September 29, 2016 8:30 AM | CPE: 4 A&A Instructor: Jeff Lieman Proven Controls to Steer You Clear of Fraud Thursday, September 29, 2016 1:00 PM | CPE: 4 A&A Instructor: Jeff Lieman The Statement of Cash Flows: Preparation Guidance & Presentation Illustrations Friday, September 30, 2016 8:30 AM | CPE: 4 A&A Instructor: Jeff Lieman Sirote’s Hottest Tax Developments for 2016 Friday, September 30, 2016 8:30 AM | CPE: 4 Tax Instructor: Ronald Levitt Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses Friday, September 30, 2016 1:00 PM | CPE: 4 A&A Instructor: Jeff Lieman Introduction to Excel Pivot Tables Friday, September 30, 2016 1:00 PM | CPE: 4 Other Instructor: Marc Hamilton The Best Federal Tax Update Course by Surgent Monday, December 19, 2016 8:30 AM | CPE: 8 Tax Instructor: Michael Frost
Fraud and Cash Receipts: Common Frauds and Internal Controls Wednesday, September 28, 2016 1:00 PM | CPE: 4 A&A Instructor: Thomas Newell
Webcast | $30 discount | $175/4hr course | $275/8hr course | Save $25 by registering 10 days in advance
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A&A Update for the Real World Friday, August 26, 2016 8:30 AM | CPE: 4 A&A Instructor: Jim Martin
061
060
AUBURN (Aug. 26)
The Hotel at Auburn University – Dixon Conference Center 241 South College Street Auburn, AL 36830
Preparation, Compilation, & Review Update Friday, August 26, 2016 1:00 PM | CPE: 4 A&A Instructor: Jim Martin
A&A Update for the Real World Monday, August 22, 2016 8:30 AM | CPE: 4 A&A Instructor: Jim Martin
076
075
TUSCALOOSA (Aug. 22)
University of Alabama –Bryant Conference Center 240 Paul W. Bryant Drive Tuscaloosa, AL 35487
Preparation, Compilation, & Review Update Monday, August 22, 2016 1:00 PM | CPE: 4 A&A Instructor: Jim Martin
097
Smart Tax Planning Strategies for Individuals Monday, August 29, 2016 1:00 PM | CPE: 4 Tax Instructor: Peter Towle Health Care Reform Act: Critical Tax and Insurance Ramifications Tuesday, August 30, 2016 8:30 AM | CPE: 4 Tax Instructor: Peter Towle
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Troy University – Dothan Campus Malone Hall Dothan, AL 36303
Updated COSO Framework: What You Need to Know Tuesday, August 30, 2016 8:30 AM | CPE: 4 A&A Instructor: Thomas Newell Social Security and Medicare: Maximizing Retirement Benefits Tuesday, August 30, 2016 1:00 PM | CPE: 4 Tax Instructor: Peter Towle
106
096
Preparation, Compilation, and Review Engagements Update Monday, August 29, 2016 01:00 PM | CPE: 4 A&A Instructor: Thomas Newell
104
095
Capitalized Costs and Depreciation: Key Issues and Answers Monday, August 29, 2016 8:30 AM | CPE: 4 Tax Instructor: Peter Towle
105
094
A&A Update Monday, August 29, 2016 8:30 AM | CPE: 4 A&A Instructor: Thomas Newell
103
DOTHAN (Aug. 29 & 30)
The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them Tuesday, August 30, 2016 1:00 PM | CPE: 4 A&A Instructor: Thomas Newell
POLICIES & GENERAL INFORMATION Education Policies
Event Confirmations
Continuing Education with ASCPA provides a comprehensive learning plan to help develop and grow professionally. We strive to provide superb customer service and innovative continuing education for ASCPA members and others associated with ASCPA. ASCPA is registered with the Alabama State Board of Accountancy as a sponsor of continuing professional education.
You will receive an email confirmation for all ASCPA event registrations. Please review your confirmation for accuracy and any special instructions. If you register less than 48 hours prior to the event, please present your confirmation email to avoid completing an onsite payment form. When registering online, course confirmations are emailed immediately following online registrations. If you do not receive an email confirmation immediately, your registration was not successful. When registering by mail or fax, a confirmation will be sent via email when your registration has been successfully processed. In the event that your confirmation is not received within 2-3 days, please contact our office.
Pricing The member rate is available to ASCPA members and members of other state CPA societies. A premium of $50 is assessed for any nonmembers. Full payment or a government voucher must accompany registrations before we can enroll you. An early bird registration discount of $25 is available to all registrants up to 10 days prior to each event. The standard rate will be applied for registrations received within 10 days of the class. Early bird pricing does not apply to web-based programs. All AICPA members are eligible for a $30 discount per eight-hour day on all AICPA produced seminars. If you are an AICPA member and register for an AICPA produced seminar (noted in each seminar description), take an additional $30 off per eight-hour day for each AICPA seminar. This discount is applied automatically to online registrations given that your membership information is updated in our database.
Course Materials The Alabama Society of CPAs provides electronic course materials for seminars and conferences included in the course registration fee. Links to the eManuals will be listed with your course registrations in your account on the ASCPA website as soon as they are provided by the instructor. You will receive an e-mail when the materials are available. It is your responsibility to maintain a current e-mail address with the ASCPA. If you do not have an e-mail address, you have the option to purchase a book for an additional $40 fee. If you prefer to purchase a manual there is an additional fee of $40 for each book. If you purchase a book, it will be available for pick up at the registration desk on the date of the class. The option to purchase a book is available up to ten days prior to the course date. Walk-in registrants and those registering between one and ten days before the course will be sent an electronic link to the eManual by default. “Extra” printed course materials will not be available on site. Advance Preparation — Internet access is not guaranteed for all class locations. Please download your eManual prior to the class.
the classroom must be avoided. All disruptive communication devices are prohibited from ASCPA CPE courses. If you need to take a call, please leave the CPE classroom and be prepared for your CPE credit hours to be adjusted.
No Smoking
The ASCPA is dedicated to providing a comfortable and productive learning environment for all participants. This goal can be achieved through ongoing efforts to protect nonsmokers and to help participants adjust to smoking restrictions. Smoking is prohibited in all ASCPA CPE programs. “Smoking permitted” areas shall include areas allowed by the facility or outside the classrooms.
Course Cancellations
Special Accommodations
Courses may be cancelled by ASCPA one week prior to the course date if they fail to meet the minimum attendance requirement. In the event of a cancellation, you will be notified by phone and given the option of transferring to another course or receiving a full refund.
In accordance with the American Disabilities Act (ADA), the ASCPA will try to reasonably accommodate anyone disabled and in need of special services. Please indicate on the registration form if registering by mail or fax and if you register online please contact our office and someone from the ASCPA staff will contact you. Please call our office if you have special food requirements.
Registrant Transfers, Cancellations and Substitutions There is no fee for cancellations or transfers made more than ten days prior to the event. Cancellations or transfers made one to ten business days before the event will incur a $25 administrative fee. Those made the day of (or after) the event forfeit the entire registration fee and materials. A participant may substitute his/her registration to another member. Substitutions will incur a $25 administrative fee. If a nonmember will be participating in the place of a member, a $50 nonmember fee will be due.
Webinar and Webcast Cancellation Policies Cancellations made one business day prior to the event or after will forfeit the entire registration fee and materials.
Refunds ASCPA issues refunds within 10 days of the cancellation minus an administrative fee of $25. Please reference the transfers, cancellations and substitutions section for more details. ASCPA can also transfer the balance to the appropriate account (person or firm) to be held for future ASCPA purchases. This money on account will expire each year on April 30th. Cancellations or transfers made one to ten business days before the event will incur a $25 administrative fee.
Communication Devices To maintain a productive learning environment for participants, unnecessary distractions within
Dress Recommendations Attire is business casual. Participants may want to wear layered clothing to allow for comfort throughout the day, as the temperature in the meeting room fluctuates.
Inclement Weather If the weather warrants any concern for your travel safety, or if you wish to verify that your course will be held as scheduled, please call ASCPA at (800) 227-1711. You will have the option of attending the event when (or if) it is rescheduled or registering for another event at the time of cancellation. If the event is rescheduled due to inclement weather and you are unable to attend the rescheduled event or another event, ASCPA will issue a full refund. If the event has not been cancelled and you are unable to travel due to inclement weather, you must notify ASCPA within 24 hours of the scheduled event. Cancellations will not be accepted after the event. If you do not attend the event or fail to call ASCPA on the day of the event, you will forfeit your entire fee.
Complaint Resolution Complaints about the course content and presentation should be addressed on the evaluation form given for the class. All other complaints, including those about administrators or discussion leaders should be sent to: ASCPA, PO Box 242987 Montgomery, Alabama 36124-2987
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ASCPA Continuing Professional Education Registration Form Mail form to : ASCPA P.O. Box 242987 Montgomery, AL 36124-2987
Fax form to :
Register online at:
334.834.7310
www.ascpa.org
REGISTRANT INFORMATION Last Name
M.I.
First Name
ASCPA Member Number
Firm / Employer State Certificate Number Address City
State
Zip
Business Phone
Business Fax
Please visit www.ascpa.org to view all registration policies, including information about cancellations and refunds. Please attach a description of special requests or contact us at (334) 386-5763.
Email Address (for registration confirmation)
o Vegetarian o ADA Request
o Check if information has recently changed and needs to be updated in your member record Are you a member of the AICPA? o Yes verification)
How did you hear about this class?
o No
o Email
Course Date
Member Number: ____________________ (Required for discount; subject to o Newsletter
o Website
Course Number
Course Title
o Postcard/Special Mailing Course Fee
o Other
AICPA Discount *see note (where applicable)
ASCPA Non- Member Member
Book Fee ($40 per course)
Subtotal
Total: *CPAs who are members of the ASCPA may register at the member rate. CPAs who are not a member of the ASCPA or other State Society may register at the Non-Member rate. Please include the appropriate discount(s) when registering for events. áCPAs who are members of the AICPA may deduct $30 from AICPA seminars ONLY (8 hrs classes). (These are identified in the CPE Schedule online or in the ASCPA newsletter). *Electronic course materials are included in the registration fee and will be available for download 3 days before the course date. You can choose to purchase a paper copy of the course materials for an additional fee of $40 per course. o I acknowledge that I will receive course materials electronically (included in course fee). o I would like to purchase my manual for $40 per class Check: I have enclosed a check payable to ASCPA in the amount of $ ___________ I authorize the ASCPA to charge $ __________ to my credit card.
Credit Card:
Card Number
MC
Visa
Discover Month
o Company Credit Card ________________________________________ Print Cardholder’s Name
AMEX
Year
Expiration Date
o Personal Credit Card
________________________________________________ Cardholder’s Signature
2/23/15
CPE COURSE REGISTRY Please use this registry to keep track of all of your CPE credits. Members of ASCPA can check their CPE history at any time on the website at www.ascpa.org. From the home page, click on “Educate”, then “My Education Account.”
Course
Course Title
Sponsor
Location
Hours
(✓) (✓)
Date Course Gen A&A Total Outline
Evidence of Completion
TRAINING ROOM
SPACE RENTAL The ASCPA Training Center offers a facility that can seat up to 80 people in classroom style seating or 2 rooms of 40. The center is conveniently located in the Halcyon Summit business park off I-85.
Standard set-up:
Rental includes a 5’ instructor table with tabletop podium, LCD projector and projection screen, Lavaliere microphone or podium microphone, flipchart/markers, and classroom-style seating for up to 40 people per room or 80 total with dividing wall removed. Meeting room setup, other than classroom-style is available with advance notice. The center is available for rent between 7:30 a.m. and 5:00.p.m. Dates are available on first come first serve basis once contract is received by ASCPA.
At ASCPA, we don’t want you to feel left out of the groundswell of public support for going green. That’s just one of the many reasons why we provide electronic materials for all in-person educational events. There are so many benefits to going paperless. We want you to enjoy them all, including: Paper manuals can be purchased for an additional fee of $40 per course.
Food Service:
Full Day full space $300 Full Day half space $150
Catering arrangements for continental breakfasts, lunch, and snacks must be made by the renter. ASCPA can provide names and phone numbers of several local caterers. Beverage service is available for $5.00 per person a day. Beverage service includes regular and decaffeinated coffee, water, and sodas. The kitchen area has a refrigerator, microwave, coffee maker, and counter space for food service. On-site tours of the facility can be arranged with our Education Department. Please call 334.834.7650 to check availability, dates, or request additional information.