2016 CPE Catalog

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

12

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.