2020 CPE Catalog

CATALOG

A Message From Your VSCPA Leadership Thank you for continuing to trust the VSCPA for your learning needs. As we continue to navigate this uncertain time, we wanted to let you know the information contained within this catalog is subject to change. All course details are accurate as of the publish date of May 1. There is still a lot of uncertainty about what the rest of the year holds, but we can assure you your health and well-being is our top priority. We’re prepared to make adjustments to these courses should event gathering guidance change.

The VSCPA is committed to ensuring you can still attend events and earn your CPE credits as you would in any other year — it may be a different delivery method, but you can expect the same quality education we have always provided.

We’ve upgraded our learning technology, allowing for more virtual offerings. We’ve also added in more ways to engage with other CPAs in online events; and our online community, Connect, will continue to be a helpful resource for connecting with your peers.

We look forward to serving your learning needs in 2020.

Sincerely,

Stephanie Peters, CAE

President & CEO VSCPA

Henry Davis III, CPA Chair VSCPA

Table of Contents Topical Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Conferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Center for Innovation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Accounting & Auditing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Ethics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Government & Nonprofit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Management & Finance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Peer Learning & Networking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Taxation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Technology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Free CPE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Registration Policies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 CPE Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Look for these helpful symbols as you plan your CPE Course qualifies for the AICPA discount

Course qualifies for Attest credit

Course qualifies for CFP® credit

Course qualifies for Yellow Book credit

Event offered virtually

Welcome to the VSCPA Learning & Innovation Center!

Over the first few months of 2020, the Richmond CPA Center underwent a major transformation. Now dubbed the VSCPA Learning & Innovation Center, this state-of-the-art facility houses a large, interactive meeting space offering members and customers technology-enabled learning, whether in person or online. Look forward to: • A larger member space for learning, meeting and mingling • Upgraded technology, making the Center accessible from anywhere in the state • A new multimedia studio for enhanced video and online learning production • A brighter and open floorplan with more room for team collaboration • And much more!

The new Center fosters a culture of learning and innovation to align with the VSCPA 2025 strategic goal to drive innovation and vision. As we look to the coming months full of engaging conferences, seminars and online learning opportunities, innovation will always be top of mind. We invite you to join us in person or online and look forward to seeing you here soon!

More Online Options Also coming in 2020 — With the new Center technology, we’ve significantly increased the number of seminars that will be available online, making more learning available to you no matter where you are. Look for to see all available options.

Topical Index

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Accounting & Auditing Date

Title

Location

Page

Date

Title

Location

Page

5/26/20

What’s Going on at the FASB

Online

20

12/9/20

Annual Accounting & Auditing Update

Fairfax

11

5/27/20

Audit & Attestation Update

Online

12

12/9/20

Annual Update for Accountants & Auditors

Fairfax

10

5/27/20

Consideration of Fraud

Online

15

12/10/20

Compilations, Reviews & Preparations: Engagement Performance & Annual Update

Fairfax

15

TBD

Accounting & Auditing Update

Online

10

12/15/20

Audit Workpapers: Documenting & Reviewing Field Work

Richmond

12

7/21/20

Preparation, Compilation & Review Standards: The Best Annual Update & Review of the SSARS by Walter J. Haig

Online

19

12/16/20

Internal Control & COSO Essentials for Financial Managers, Accountants & Auditors

Richmond

17

7/22/20

Accounting Standards for Small- & Medium-Sized Businesses: The Best Annual Update & Review of U.S. GAAP, Tax & Cash Financial Reporting Frameworks by Walter J. Haig

Online

10

7/23/20

Online

14

TBD

The Business Financial Health Checkup: A Process to Identify Misstatements & Profitability Roadblocks Using Analytical Procedures as the Primary Tool by Walter J. Haig Becoming an AICPA Peer Review Team or Review Captain: Case Study Application

Richmond

10/19/20

Fraud Update: Detecting & Preventing the Top 10 Fraud Schemes

10/20/20

Annual Update & Practice Issues for Preparation, Compilation & Review Engagements

10/20/20

Government & Nonprofit Date

Title

Location

Page

14

10/29/20

Fraud in Nonprofit Entities & Governments: Stealing From Everyone

Richmond

22

Richmond

17

10/30/20

The Most Critical Challenges in Governmental Accounting Today

Richmond

23

Richmond

11

10/30/20

The Most Critical Challenges in Nonprofit Accounting Today

Richmond

24

19

11/19/20

Latest Developments in Government & Nonprofit Accounting & Auditing

Fairfax

23

11/20/20

How to Do a GAAS Audit

Fairfax

23

12/3/20

Accounting & Reporting for Nonprofit Organizations

Richmond

22

10/22/20

Preparation, Compilation & Review Standards: The Best Annual Update & Review of the Fairfax SSARS by Walter J. Haig Accounting Standards for Small- & Medium-Sized Businesses: The Best Annual Update & Fairfax Review of U.S. GAAP, Tax & Cash Financial Reporting Frameworks by Walter J. Haig Auditing Standards Issued by the AICPA: The Best Annual Update & Review by Walter J. Haig Fairfax

13

12/4/20

Governmental & Nonprofit Annual Update

Richmond

22

10/26/20

U.S. GAAP: Review for Business & Industry

Richmond

20

12/10/20

Nonprofit Accounting & Auditing Update

Fairfax

24

10/27/20

Business Law Essentials for Practitioners & Controllers

Richmond

15

10/27/20

Construction Contractors: Accounting & Auditing

Richmond

16

11/2/20

Fraud & Cash Receipts: Common Frauds & Internal Controls

Richmond

16

11/2/20

The Most Common Financial Statement & Asset Fraud Schemes: How to Detect & Prevent Them Richmond

18

11/3/20

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know

Richmond

17

11/3/20

Preparation, Compilation & Review Standards: The Best Annual Update & Review of the SSARS by Walter J. Haig The Bottom Line on the New Lease Accounting Requirements

Richmond

19

Richmond

11/4/20

Accounting Standards for Small- & Medium-Sized Businesses: The Best Annual Update & Review of U.S. GAAP, Tax & Cash Financial Reporting Frameworks by Walter J. Haig

11/5/20

The Personal Financial Health Checkup: The Best Personal Financial Planning Course by Walter J. Haig

10/21/20

10

Management & Finance Date

Title

Location

Page

6/29/20

Corporate Finance Checkup: Renovate Your Analytical Toolbox

Online

29

6/30/20

The Strategic CFO: Big Picture Skills

Online

30

TBD

Annual Update for Controllers

Online

26

14

TBD

Analytics & Big Data for Accountants

Online

26

Richmond

10

TBD

Finance Business Partnering: Influence to Impact

Online

29

Richmond

19

TBD

CFO Series — Emotional Intelligence: What Makes Great Leaders Great?

Richmond

27

9/18/20

CFO Series — Become More Effective

Richmond

27

11/6/20

Auditing Standards Issued by the AICPA: The Best Annual Update & Review by Walter J. Haig Richmond

13

10/26/20

CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting & Budgeting

Richmond

28

11/9/20

Leases, Financial Instruments & Revenue: The FASB’s “Big Three”

Richmond

18

10/28/20

Advanced Controller & CFO Skills

Richmond

26

12/3/20

Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment

Richmond

20

10/28/20

CFO Series — Advanced Skills, Made Easy

Richmond

27

12/4/20

FASB Update for Small- & Medium-Sized Businesses: A Practical Implementation Guide

Richmond

16

10/29/20

Employment Law Update: Key Risks & Recent Trends

Richmond

29

12/7/20

Audits of 401(K) Plans: New Developments & Critical Issues

Richmond

13

11/13/20

CFO Series — Cash Management: Managing the Lifeblood of the Business

Richmond

28

12/8/20

Assessing the Risk of Fraud in a Financial Statement Audit

Richmond

12

12/21/20

CFO Series — Developing Credibility: Inside & Outside the Organization

Richmond

28

11/3/20

4

Accounting & Auditing

5

Topical Index

+++++++++

Taxation

6

Taxation

Date

Title

Location

Page

Date

Title

Location

Page

6/25/20

Basis Calculations & Distributions for Pass-Through Entity Owners Schedule K-1 Analysis

Online

34

12/17/20

Form 1065 Boot Camp: Step-by-Step Preparation With Completed Forms

Richmond

39

6/26/20

Passive Activities & Rental Real Estate Income Tax Issues

Online

41

12/17/20

The Complete Guide to Payroll Taxes & 1099 Issues

Richmond

37

7/21/20

Social Security & Medicare: Planning for You & Your Clients

Online

43

12/18/20

Preparing Individual Tax Returns for New Staff & Para-Professionals

Richmond

41

7/22/20

The Best Federal Tax Update Course by Surgent

Online

34

12/18/20

Technical Business Practice Issues & Tax Forms for Experienced Practitioners

Richmond

45

7/23/20

Buying & Selling a Business: Critical Tax & Structuring Issues

Online

36

10/19/20

Form 990: Mastering Its Unique Characteristics

Richmond

39

10/20/20

Best Practices for Payroll Taxes & 1099 Issues

Richmond

35

10/21/20

The Best S Corporation, Limited Liability & Partnership Update Course by Surgent

Richmond

35

10/22/20

Surgent’s Top 10 Tax Topics This Year

Richmond

44

Date

Title

Location

Page

11/9/20

Section 199A: Applications & Challenges

Richmond

42

TBD

Excel Refresher & Update

Online

48

11/9/20

Section 199A: Schedule K-1 Reporting for Relevant Pass-Through Entities

Richmond

42

TBD

Excel Hot Topics & Best Practices for CPAs

Online

48

11/10/20

Estate & Life Planning Issues for the Middle-Income Client

Richmond

38

TBD

Microsoft Office 365 — Productivity Features Update for CPAs

Online

48

11/10/20

Securing a Comfortable Retirement in the Age of Spending

Richmond

43

12/3/20

Top 10 Technology Risks & Trends Every CPA Should Know

Richmond

49

11/12/20

Don Farmer’s 2020 Federal Tax Update

Fairfax

38

11/16/20

AICPA’s Annual Federal Tax Update

Richmond

34

11/16/20

Fiduciary Income Tax Returns — Form 1041 Workshop With Filled-in Forms

Fairfax

39

11/16/20

Technical Individual Practice Issues & Tax Forms for Experienced Practitioners

Richmond

45

11/17/20

Income Tax Planning

Richmond

40

11/17/20

Richmond

44

11/17/20

Surgent’s Handbook for Mastering Basis, Distributions & Loss Limitation Issues for S Corporations, LLCs & Partnerships The Year’s Best Income Tax, Estate Tax & Financial Planning Ideas

Fairfax

45

11/18/20

Buying & Selling a Business: Critical Tax & Structuring Issues

Richmond

36

11/19/20

Surgent’s Annual Tax Planning Guide for S Corporations, Partnerships & LLCs

Richmond

43

11/30/20

Don Farmer’s 2020 Federal Tax Update

Richmond

38

12/1/20

Don Farmer’s 2020 Individual Income Tax Workshop

Richmond

37

12/2/20

Don Farmer’s 2020 Corporate/Business Income Tax Workshop

Richmond

37

12/7/20

The Complete Trust Workshop

Fairfax

36

12/8/20

The Best Individual Income Tax Update Course by Surgent

Fairfax

35

12/9/20

How to Settle a Client’s Estate

Richmond

40

12/10/20

Surgent’s Federal Tax Camp

Richmond

44

12/15/20

Real Estate Tax Boot Camp

Richmond

42

12/16/20

Don Farmer’s 2020 Federal Tax Update

Roanoke

38

12/16/20

Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities

Richmond

40

12/16/20

Maximizing Your Social Security Benefits

Richmond

41

Technology

7

Conferences

+++++++++

CELEBRATING ONE YEAR OF INNOVATION!

Chart Your Learning Path Through VSCPA Signature Events & Conferences VSCPA signature events and conferences provide networking opportunities and concentrated CPE focusing on specific interests and industries. We are committed to evolving the learning environment in order to carve a path for future-forward professional education and peer learning for our members.

Innovation is everywhere in the CPA profession and at the VSCPA. With the feedback of our member advisory council, we launched the Center for Innovation in November 2018 to connect members with future-forward resources in technology and talent. A lot has happened this year such as launching a monthly eNewsletter, the first Women’s Leadership Forum and Technology & Innovation Showcase as well as two new awards.

Date

Title

Location

6/18/20 & 6/23/20

Virtual Accounting Educators' Exchange

Online

9/16/20 – 9/17/20

Business Valuation, Fraud & Litigation Services Conference VSCPA Learning & Innovation Center

9/21/20 – 9/22/20

50th Annual Virginia Accounting & Auditing Conference

Hotel Roanoke & Conference Center

9/24/20 – 9/25/20

50th Annual Virginia Accounting & Auditing Conference

Fairview Park Marriott Hotel, Falls Church

10/26/20 – 10/27/20

KnowledgeNOW

Hyatt Regency Fairfax

Kicks off 10/26/20 – 10/28/20

NEW! Pathway to Partner

VSCPA Learning & Innovation Center

11/19/20 – 11/20/20

50th Annual Virginia Accounting & Auditing Conference

Founders Inn & Spa, Virginia Beach

11/30/20 – 12/2/20

Don Farmer’s Tax Seminars

Hilton Richmond Hotel & Spa, Short Pump

12/1/20 – 12/3/20

NEW! CPA LEADx

VSCPA Learning & Innovation Center

12/14/20 – 12/15/20

Technology & Innovation Showcase

Williamsburg Lodge

12/16/20

Women's Leadership Forum

Williamsburg Lodge

January 2020

NEW! C3: Caps, Corks & Cannabis Online Summit

Online

Year two will offer members even more future-forward resources, learning and engagement to help you build a thriving workplace of the future, such as two new leadership development programs, Innovation Open Houses and new diversity and inclusion programs and resources.

You can find more information about the Center at vscpa.com/Innovation.

Email innovation@vscpa.com with any thoughts, ideas or examples of innovation happening at your firm or company for a chance to highlight the good work you’re doing as our next Featured Innovator! And follow #CPAInnovate on social media.

The event will be offered virtually.

+++++++++ ++++++++++++

8

vscpa.com/Conferences

vscpa.com/Innovation

Accounting & Auditing

+++++++++

Accounting & Auditing Update Review the recent activities of FASB, including standards effective in the current year as well as those that will be effective in the future. Also discuss standards issued by the Auditing Standards Board and the Accounting and Review Services Committees of the AICPA. Look at the impact of the new standards and how you can prepare to implement them in a practical way.

COURSE #:

3-720W

DATE:

TBD

LOCATION:

Online

TIME:

1 – 4:30 p.m.

LEVEL:

Update

CPE CREDIT:

4

Who should attend Anyone looking for comprehensive updates from FASB, the Accounting Standards Board and the AICPA

INSTRUCTOR:

Melisa Galasso, CPA, CGMA

BEST PRICE:

Member/Nonmember: $199/$249

Review all issued FASB Accounting Standards Updates (ASU) which will become effective over the next few years, including a deeper dive into Topic 842, Leases, and Topic 326 on Impairment.

Discuss best practices from the adoption of Topic 606 and ways to both sustain and improve the reporting of revenue going forward.

Next, discuss new and proposed AICPA standards related to auditor’s report and other topics, as well as proposed changes to the Statements on Standards for Accounting and Review Services (SSARS) in order to comply with international standards. Also obtain an update on peer review and other audit quality issues.

COURSE #:

3-707

DATE:

12/9/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Robert Wells, CPA, CFE

BEST PRICE:

Member/Nonmember: $349/$474 before 11/9/2020

Who should attend Accounting and auditing practitioners at all levels desiring to remain up-to-date on recent pronouncements and other standard setters’ activities

Prerequisite None

Prerequisite Experience in accounting and attestation

Accounting Standards for Small- & Medium-Sized Businesses: The Best Annual Update & Review of U.S. GAAP, Tax & Cash Financial Reporting Frameworks by Walter J. Haig

Annual Update & Practice Issues for Preparation, Compilation & Review Engagements

Get an update on the recent changes that have occurred in the financial reporting frameworks commonly used by small- and medium-sized entities (SMEs). Learn about the troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation. Finally, review the new U.S. GAAP lease accounting standard.

Who should attend Practitioners who need to update their knowledge of the accounting standards issued during the past year that affect the preparation of financial statements of small- and medium-sized entities and who need to learn how to handle common financial statement deficiencies

COURSE #:

3-102W

DATE:

7/22/2020

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 6/22/2020

Prerequisite None

10

Annual Accounting & Auditing Update

COURSE #:

3-709

COURSE #:

3-621 & 3-621W

DATE:

10/21/2020

DATE:

11/4/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

LOCATION:

TIME:

8 a.m. – 3:30 p.m.

VSCPA Learning & Innovation Center, Richmond

LEVEL:

Intermediate

TIME:

8 a.m. – 3:30 p.m.

CPE CREDIT:

8

LEVEL:

Intermediate

INSTRUCTOR:

Walter J. Haig II, CPA

CPE CREDIT:

8

BEST PRICE:

Member/Nonmember: $349/$474 before 9/21/2020

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $309/$434 before 10/5/2020

A go-to reference for training staff and managing your preparation, compilation and review engagements, this course will enable you to be in compliance with all of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARS).

Who should attend CPA firm seniors (and above) managing engagements performed in accordance with SSARSs Prerequisite Experience with engagements performed in accordance with SSARSs

COURSE #:

3-651

DATE:

10/20/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

William Eskin, CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 9/21/2020

Annual Update for Accountants & Auditors Review relevant pronouncements, exposure drafts and other guidance recently issued in the accounting, auditing, review, compilation and preparation engagement arenas. Let us sort through the complexities and help you identify and apply recently issued FASB, PCAOB, ARSC and ASB standards and guidance.

Who should attend CPAs in public practice and industry who want to remain upto-date on accounting, auditing, preparation, compilation and review pronouncements Prerequisite Previous experience in accounting and auditing

COURSE #:

3-714

DATE:

12/9/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Marty Van Wagoner, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 11/9/2020

11

Accounting & Auditing

+++++++++

NEW! Assessing the Risk of Fraud in a Financial Statement Audit The audit procedures that should be performed in accordance with AU-240 as recently amended, as well as best practices in performing fraud risk assessment procedures. Also determine when and how to report control deficiencies noted in an audit and the most frequent types of fraud found in small- to mid-size entities along with internal controls that could be implemented to help prevent and detect them.

Who should attend CPAs in public or private practice with accounting, financial reporting or attest responsibilities Prerequisite None

COURSE #:

3-633 & 3-633W

DATE:

12/8/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

Who should attend Practitioners who must understand and implement the new clarification auditing standards, who need to be aware of common audit engagement deficiencies, and who are responsible for making audit engagements more profitable

INSTRUCTOR:

Joann Cross, CPA, Ph.D., CMA, CGFM

Prerequisite None

BEST PRICE:

Member/Nonmember: $329/$454 before 11/9/2020

Audit & Attestation Update Review recently-issued SASs, SSARS and SSAEs, as well as audit standards and major proposals. Take a look at recent PEEC interpretations that will include major changes to the Code of Professional Conduct. Finally, examine the AICPA’s Enhancing Audit Quality (EAQ) Initiative and how some of the lessons learned can be applied to improve the quality of audits.

Who should attend Anyone interested in the recently-issued SASs, SSARS and SSAEs Prerequisite None

COURSE #:

3-645W

DATE:

5/27/2020

LOCATION:

Online

TIME:

8 – 11:30 a.m.

LEVEL:

Update

CPE CREDIT:

4

INSTRUCTOR:

Melisa Galasso, CPA, CGMA

BEST PRICE:

Member/Nonmember: $199/$249

Audit Workpapers: Documenting & Reviewing Field Work Understand the professional standards regarding working paper documentation. Learn the fundamentals of working paper preparation — form and content — to make sure audit considerations, work performed and conclusions reached are properly documented. Explore examples which show field work supervisors what factors to consider and what steps to follow when reviewing working papers. In addition, learn about typical working paper deficiencies to help minimize potential liability.

Who should attend Staff auditors who create working papers and supervisors/ seniors who supervise audit engagements Prerequisite None 12

Auditing Standards Issued by the AICPA: The Best Annual Update & Review by Walter J. Haig

COURSE #:

3-660

DATE:

12/15/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

INSTRUCTOR:

Glenn Helms, CPA, Ph.D., CISA, CIA, CFF, CITP

BEST PRICE:

Member/Nonmember: $339/$464 before 11/16/2020

Discover how to apply the NEW “clarification” auditing standards that were formally adopted by the AICPA Auditing Standards Board. Also obtain guidance on how to perform an effective and efficient audit engagement of a non-issuer following the new clarification auditing standards.

COURSE #:

3-713

COURSE #:

3-622 & 3-622W

DATE:

10/22/2020

DATE:

11/6/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

LOCATION:

TIME:

8 a.m. – 3:30 p.m.

VSCPA Learning & Innovation Center, Richmond

LEVEL:

Intermediate

TIME:

8 a.m. – 3:30 p.m.

CPE CREDIT:

8

LEVEL:

Intermediate

INSTRUCTOR:

Walter J. Haig II, CPA

CPE CREDIT:

8

BEST PRICE:

Member/Nonmember: $349/$474 before 9/22/2020

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $309/$434 before 10/7/2020

Audits of 401(k) Plans: New Developments & Critical Issues Learn practical guidance about the rules and regulations unique to employee benefit plans. Auditors will enhance their knowledge through real world examples, best practices and efficient audit techniques they can use in various audit engagements.

COURSE #:

3-632 & 3-632W

DATE:

12/7/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend Practitioners responsible for planning and performing employee benefit plan audit engagements

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

Prerequisite Basic understanding of auditing defined contribution plans

CPE CREDIT:

8

INSTRUCTOR:

Joann Cross, CPA, Ph.D., CMA, CGFM

BEST PRICE:

Member/Nonmember: $329/$454 before 11/9/2020

13

Accounting & Auditing

+++++++++

Becoming an AICPA Peer Review Team or Review Captain: Case Study Application Dive into realistic case studies that encompass the most important elements of a system peer review, as well as several case studies pertaining to an engagement review. As a current or future team and/or review captain, learn to successfully plan for, perform and report on both system and engagement reviews.

COURSE #:

3-647

DATE:

TBD

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend Individuals who wish to serve as peer review team captains and review captains

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Robert Moore Jr., CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 7/20/2020

Prerequisite Completion of the AICPA’s “Becoming an AICPA Peer Review Team or Review Captain: Program Overview” online course

The Bottom Line on the New Lease Accounting Requirements Discuss basic identification, recognition, measurement, presentation and disclosure requirements through case study exercises. Review the lessee accounting model, including lease classification, amortization of the right-of-use asset, and interest on the lease liability. Also discuss the lessor accounting model, including profit recognition and collectability.

Who should attend Accountants in public practice and industry Prerequisite Experience in the application of accounting standards

COURSE #:

3-659

DATE:

11/3/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

12:30 – 4 p.m.

LEVEL:

Intermediate

CPE CREDIT:

4

INSTRUCTOR:

Robert Bedwell, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Who should attend This course is designed for practitioners who have the responsibility of analyzing the financial condition, profitability, cash flows, and organizational health of closely held companies Prerequisite None 14

Discover the basic legal principles you should know in order to avoid common legal disputes and costly litigation. By analyzing business law issues from the standpoint and background of accountants and auditors, you’ll be able to develop an approach to client and practice issues with a sensitivity and appreciation for the legal ramifications that can occur.

Who should attend All practitioners and controllers who want a better understanding of how the law can impact their practice and their clients

COURSE #:

3-613 & 3-613W

DATE:

10/27/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

INSTRUCTOR:

Kenneth Greenwood

BEST PRICE:

Member/Nonmember: $329/$454 before 9/28/2020

Prerequisite None

Compilations, Reviews & Preparations: Engagement Performance & Annual Update COURSE #:

3-708

DATE:

12/10/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Robert Wells, CPA, CFE

BEST PRICE:

Member/Nonmember: $349/$474 before 11/10/2020

AU-C 240, Consideration of Fraud in a Financial Statement Audit (formerly SAS 99), provides auditors with guidance on the consideration of fraud when a financial statement audit is conducted and is effective for audits of financial statements.

Gain an understanding of the auditor’s responsibilities for detecting fraud and review audit procedures for responding to the fraud risk analysis.

COURSE #:

3-646W

DATE:

5/27/2020

LOCATION:

Online

TIME:

12:30 – 4 p.m.

LEVEL:

Update

CPE CREDIT:

4

Who should attend Anyone interested in the audit procedures required to respond to fraud risk

INSTRUCTOR:

Melisa Galasso, CPA, CGMA

BEST PRICE:

Member/Nonmember: $199/$249

Learn the ins and outs of SSARS No. 21, Clarification and Recodification. Also explore the changes that have occurred with the issuance of SSARS Nos. 22 and 23 with regard to compilation of pro forma financial information engagements, engagements on prospective financial information, as well as in other areas relevant to SSARS No. 21 engagements. Next, review the key provisions of the recently-issued SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services — 2018. Lastly, discuss proposed changes to the SSARS in order to conform the guidance to international standards.

Who should attend Accounting practitioners and their staff performing and managing compilation, preparation and review engagement services Prerequisite Experience in performing and managing compilation, preparation and review engagements

The Business Financial Health Checkup: A Process to Identify Misstatements & Profitability Roadblocks Using Analytical Procedures as the Primary Tool by Walter J. Haig This course fills an important need for both financial managers and accountants in public accounting by offering the tools to help insure the future success of a business. It also provides practical guidance for the effective use of benchmarking and analytical procedures.

Business Law Essentials for Practitioners & Controllers

COURSE #:

3-110W

DATE:

7/23/2020

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 6/23/2020

Consideration of Fraud

Prerequisite None 15

Accounting & Auditing

+++++++++

Construction Contractors: Accounting & Auditing Examine the core knowledge necessary to succeed and the key issues impacting construction accounting and auditing, including the new revenue recognition guidance. Find out what other new developments may mean for you, your company or your clients. In addition, explore the relationship between the contractor and the surety.

Who should attend Practitioners and financial professionals in the construction industry Prerequisite None

COURSE #:

3-653

DATE:

10/27/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

INSTRUCTOR:

Thomas Sheets, CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 9/28/2020

Who should attend Small- and medium-sized practicing CPAs and their staffs in public accounting and business and industry, controllers, accountants and other financial accounting personnel involved in financial statement preparation and review

COURSE #:

3-631 & 3-631W

DATE:

12/4/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Thomas Newell Jr., CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 11/4/2020

Prerequisite Experience in financial accounting and reporting

Fraud & Cash Receipts: Common Frauds & Internal Controls Revenue and cash receipts are two critical areas that require strong controls to prevent intentional fraud or unintentional misstatements. While there is well-publicized fraud in these areas in larger companies, it also occurs in smaller businesses and nonprofit entities. Discover what you must consider to combat fraud in all sizes of organizations.

Who should attend Business owners, managers, supervisors, accountants and auditors Prerequisite None 16

Explore reasons why major frauds are perpetrated (including real-world examples) and the types of cost-effective controls that can be implemented by both small and large businesses and nonprofit entities to identify and prevent these deceptive acts.

COURSE #:

3-650

DATE:

10/19/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend Business owners, managers, supervisors, employees, accountants and auditors

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

Prerequisite Experience in accounting and reporting

CPE CREDIT:

8

INSTRUCTOR:

William Eskin, CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 9/21/2020

Internal Control & COSO Essentials for Financial Managers, Accountants & Auditors

FASB Update for Small- & Medium-Sized Businesses: A Practical Implementation Guide Obtain a comprehensive review of recent FASB accounting and reporting matters most relevant to smaller companies including Private Company Standard Setting activities; Accounting Standards Updates (ASU) recently issued and the FASB’s current technical agenda; lease accounting; new ASUs dealing with financial instruments; and lessons learned on maintenance best practices related to Topic 606 on revenue.

Fraud Update: Detecting & Preventing the Top 10 Fraud Schemes

COURSE #:

3-657

DATE:

11/2/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

12:30 – 4 p.m.

LEVEL:

Basic

CPE CREDIT:

4

INSTRUCTOR:

Robert Bedwell, CPA

BEST PRICE:

Member/Nonmember: $199/$249

After an overview of the COSO guidance on the components and principles of internal control, this course introduces you to basic tools used to document processes and controls. Also discuss the identification of the risks of errors and fraud and consideration or the presence (or absence) of related controls.

COURSE #:

3-661

DATE:

12/16/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend Financial statement auditors and entity management involved in financial statement audits

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

INSTRUCTOR:

Glenn Helms, CPA, Ph.D., CISA, CIA, CFF, CITP

BEST PRICE:

Member/Nonmember: $339/$464 before 11/16/2020

Prerequisite None

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know The new accounting standard for revenue recognition was released in 2014 but its effective date is upon us. With the issuance of FASB ASU No. 2014-09, Revenue From Contracts With Customers, FASB has completed a convergence project. Discover how to avoid revenue recognition traps and learn the latest FASB guidance. Explore industry-specific examples taken from the AICPA Revenue Recognition Audit and Accounting Guide.

Who should attend Accountants in public practice and industry who need an update on the latest revenue recognition guidance

COURSE #:

3-658

DATE:

11/3/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 – 11:30 a.m.

LEVEL:

Intermediate

CPE CREDIT:

4

INSTRUCTOR:

Robert Bedwell, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite Experience in the application of accounting standards 17

Accounting & Auditing

+++++++++

Leases, Financial Instruments & Revenue: The FASB’s “Big Three” Obtain a comprehensive overview of the FASB’s big three accounting and reporting areas — leases, financial instruments and sustaining the efforts related to revenue recognition. Focus on recently-issued Accounting Standards Updates. Do a deep dive into implementation guidance related to leases and financial instruments, including hedge and derivative accounting and impairment, as well as review best practices, lingering implementation issues and ways to sustain the recording of revenue under Topic 606.

COURSE #:

3-617 & 3-617W

DATE:

11/9/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Arthur Auerbach, CPA

Who should attend • Practicing CPAs and their staffs in public accounting and business and industry

BEST PRICE:

Member/Nonmember: $329/$454 before 10/12/2020

• Controllers, accountants and other financial accounting personnel involved in financial statement preparation and review Prerequisite Experience in financial accounting and reporting

The Most Common Financial Statement & Asset Fraud Schemes: How to Detect & Prevent Them Learn cost-effective internal controls that can be implemented to prevent fraud schemes. Review classic and contemporary real-world fraud cases to reinforce how these schemes are perpetrated, both due to internal control failures and other factors. Discover what you must consider to combat fraud in all sizes of organizations.

Who should attend Business owners, managers, supervisors, employees, accountants and auditors Prerequisite Experience in accounting and reporting

18

COURSE #:

3-656

DATE:

11/2/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 – 11:30 a.m.

LEVEL:

Intermediate

CPE CREDIT:

4

INSTRUCTOR:

Robert Bedwell, CPA

BEST PRICE:

Member/Nonmember: $199/$249

NEW! The Personal Financial Health Checkup: The Best Personal Financial Planning Course by Walter J. Haig Gain tools to add value to tax preparation services and personal financial statement preparation engagements. Explore a proven process for the accumulation and management of wealth. In addition, review the nuts and bolts of how to achieve personal financial security and learn a step-by-step approach for performing an annual personal financial health checkup for both yourself and your clients.

Who should attend Practitioners who are involved in personal financial statement preparation engagements and personal financial planning

COURSE #:

3-625 & 3-625W

DATE:

11/5/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $309/$434 before 10/6/2020

Prerequisite None

Preparation, Compilation & Review Standards: The Best Annual Update & Review of the SSARS by Walter J. Haig Analyze all of the relevant authoritative pronouncements that CPAs must understand in order to properly perform preparation, compilation and review engagements. The highlight of this course is an in-depth analysis of SSARS 21 as amended by SSARS 23 and 24 including implementation guidance. Review troublesome areas as identified in peer reviews and litigation.

COURSE #:

3-106W

DATE:

7/21/2020

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

Who should attend Anyone who must understand the pronouncements, interpretations and technical practice aids that apply to preparation, compilation and review engagements

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 6/22/2020

Prerequisite None COURSE #:

3-711

COURSE #:

3-624 & 3-624W

DATE:

10/20/2020

DATE:

11/3/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

LOCATION:

TIME:

8 a.m. – 3:30 p.m.

VSCPA Learning & Innovation Center, Richmond

LEVEL:

Intermediate

TIME:

8 a.m. – 3:30 p.m.

CPE CREDIT:

8

LEVEL:

Intermediate

INSTRUCTOR:

Walter J. Haig II, CPA

CPE CREDIT:

8

BEST PRICE:

Member/Nonmember: $349/$474 before 9/21/2020

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $309/$434 before 10/5/2020

19

+++++++++

NEW! Update on Recent AICPA Standard Setting: Staying Current in a Changing Environment COURSE #:

3-629 & 3-629W

DATE:

12/3/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Live Seminars

TIME:

8 – 11:30 a.m.

Sept. 16

Richmond

LEVEL:

Intermediate

CPE CREDIT:

4

Sept. 21

Roanoke

INSTRUCTOR:

Thomas Newell Jr., CPA

Sept. 22

Roanoke

BEST PRICE:

Member/Nonmember: $199/$249

Sept. 24

Falls Church

Sept. 25

Falls Church

Oct. 21

Fairfax

Oct. 26

Fairfax

Oct. 27

Fairfax

Prerequisite None

U.S. GAAP: Review for Business & Industry This course addresses GAAP financial accounting and reporting topics in conjunction with an overview of recent FASB pronouncements. Utilizing detailed descriptions and examples of how to implement the new standards, this course instructs you on how to assess new and recent FASB guidance having a major effect on all industries.

Who should attend Accountants, controllers, internal auditors and other management-level accounting personnel and educators Prerequisite Experience in the application of accounting standards

COURSE #:

3-652

DATE:

10/26/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Thomas Sheets, CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 9/28/2020

What’s Going on at the FASB Review the Accounting Standard Updates (ASU) issued during the year by the FASB as well as those standards that will be effective in the near future. Take a deep dive into how to prepare for the leases and financial instruments standards in longer courses.

Who should attend Anyone interested in the ASUs issued during the year by the FASB as well as those standards that will be effective in the near future Prerequisite None 20

COURSE #:

3-644W

DATE:

5/26/2020

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Melisa Galasso, CPA, CGMA

BEST PRICE:

Member/Nonmember: $394/$519

Webcasts Nov. 4

Richmond

May 28

Nov. 12

Fairfax

June 10

Nov. 17

Abingdon

June 24

Nov. 19

Virginia Beach

July 9

Nov. 20

Virginia Beach

July 15

Dec. 1

Richmond

July 28

Dec. 15

Williamsburg

Aug. 13

Dec. 16

Roanoke

Aug. 27

++++++++++

Who should attend Accounting and auditing practitioners at all levels who must stay current on AICPA professional standards

Fulfill the Virginia Board of Accountancy’s (VBOA) annual, 2-hour (100-minute) Ethics requirement for 2020.

++++++++++

Professional standards are changing with the times and the desire of the AICPA to move the profession into a new era where use of data analytics and artificial intelligence will play a key role in an audit. The new auditing standard on employee benefit plan audits makes significant changes in the auditor’s report as well as other aspects of an employee benefit plan audit.

Review recently-issued SASs and SSARS and obtain insights into the new standards including how to best implement them.

Virginia-Specific Ethics Course 2020

Sept. 10 Sept. 23 Oct. 7 Oct. 22 Nov. 5 Nov. 17 Dec. 3 Dec. 17

Price • $59 for live seminars, webcasts and the on-demand course • For group pricing and sales, contact jmedley@vscpa.com

Other Ways to Take Ethics • On-demand on your schedule • In-house with a group (contact jmedley@vscpa.com)

PROFESSIONAL JUDGMENT IN THE GRAY AREA

+++++++++ ++++++++++++

Accounting & Auditing

vscpa.com/Ethics

Government & Nonprofit

+++++++++

Accounting & Reporting for Nonprofit Organizations Examine, evaluate and perform case studies which will enhance your working knowledge of fundamental nonprofit accounting and reporting, presentation requirements, note disclosures unique to nonprofits and options allowed under generally accepted accounting principles. Review FASB’s financial statement standard updates and revenue recognition standards.

Who should attend Auditors, practitioners and accounting and finance professionals of nonprofit organizations Prerequisite Experience in the nonprofit environment

How to Do a GAAS Audit

COURSE #:

3-664

DATE:

12/3/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Diane Edelstein, CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 11/3/2020

Fraud in Nonprofit Entities & Governments: Stealing From Everyone When nonprofit entities and governments fall prey to fraud, it breaks the hearts of donors and taxpayers. Fraud also causes donors and taxpayers to lose confidence in those nonprofit entities and governments. Focus on the common types of fraud that occur in nonprofit entities and governments and address the auditor’s responsibilities related to fraud.

Who should attend Auditors of nonprofit entities and governments and industry professionals interested in preventing fraud Prerequisite Basic knowledge of the nonprofit and government environment

COURSE #:

3-614 & 3-614W

DATE:

10/29/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Rebecca Lee, CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 9/29/2020

Governmental & Nonprofit Annual Update

22

Who should attend All auditors Prerequisite Basic audit knowledge

COURSE #:

3-702

DATE:

11/20/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Robert Bedwell, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 10/21/2020

Latest Developments in Government & Nonprofit Accounting & Auditing Explore more than 30 focused exercises to obtain an enhanced working knowledge of the latest developments in government and nonprofit accounting and auditing.

COURSE #:

3-701

DATE:

11/19/2020

Who should attend Auditors and industry professionals working in the government and nonprofit environment

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Robert Bedwell, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 10/20/2020

Prerequisite Knowledge of government and nonprofit accounting and auditing

NEW! The Most Critical Challenges in Governmental Accounting Today

Change is inevitable and at times overwhelming if you are unprepared. Ensure you are current in governmental and nonprofit accounting and auditing. Get prepared for the latest accounting and auditing developments affecting governments and nonprofits.

COURSE #:

3-665

DATE:

12/4/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend Accounting and finance personnel responsible for accounting and financial reporting for governments and nonprofit entities and auditors for these entities

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Diane Edelstein, CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 11/4/2020

Prerequisite Basic knowledge and experience in governmental and nonprofit accounting and auditing

In arriving at and providing an opinion on the financial statements, auditors follow approximately 1,000 pages of generally accepted auditing standards (GAAS)! This course will replenish your tank with a deep understanding of GAAS needed to fuel high-performance audits under today’s standards.

Governments are preparing for or applying critical new standards related to fiduciary activities, leases and more. Explore more than 15 focused exercises to obtain an enhanced working knowledge of the most critical challenges in governmental accounting today.

COURSE #:

3-615 & 3-615W

DATE:

10/30/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend Governmental industry professionals and auditors

TIME:

8 – 11:30 a.m.

LEVEL:

Update

CPE CREDIT:

4

INSTRUCTOR:

Rebecca Lee, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite Knowledge of governmental accounting

23

Government & Nonprofit

+++++++++

+++++++++++++ +++++++++++++ TAKE YOUR CAREER TO THE NEXT LEVEL WITH VSCPA’S TWO NEW LEADERSHIP DEVELOPMENT PROGRAMS

NEW! The Most Critical Challenges in Nonprofit Accounting Today This year nonprofit entities are preparing for or applying critical new standards related to contributions, leases and more.

Explore more than 15 focused exercises to obtain an enhanced working knowledge of the most critical challenges in nonprofit accounting today.

COURSE #:

3-616 & 3-616W

DATE:

10/30/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend Nonprofit industry professionals and auditors

TIME:

12:30 – 4 p.m.

LEVEL:

Update

CPE CREDIT:

4

INSTRUCTOR:

Rebecca Lee, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite Knowledge of nonprofit accounting

18 CPE Credits We’re excited to partner with InnerWill, an industry leader on values-based leadership training, on a newly-revamped Leadership Academy. This unique program will guide participants through their personal leadership journey resulting in greater self-awareness of their leadership style and effective strategies for both leading others and leading within their organizations.

Date: Dec. 1–3 • Price: $1,400 Designed for: Emerging leaders, all industries, staff with 3–6 years of experience

Nonprofit Accounting & Auditing Update

* Space is limited. Register at vscpa.com/CPALEADx

Learn about the latest developments affecting nonprofits such as the requirements of FASB directed toward organizations and information on the latest OMB and Yellow Book developments.

COURSE #:

3-715

DATE:

12/10/2020

Who should attend Accounting and finance personnel responsible for accounting and financial reporting for nonprofits and auditors

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Marty Van Wagoner, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 11/10/2020

Prerequisite Knowledge of nonprofit accounting and auditing

20+ CPE Credits Join Gary Thomson, CPA, and Thomson Consulting for a brand new program designed to coach experienced CPAs on their journey to become firm partners. This program will combine lecture and interactive discussions with industry leaders like AICPA President & CEO Barry Melancon, CPA, CGMA, on issues facing the CPA profession. Attendees will also work on a project over the course of a few months to address these issues and will wrap up with a report out on their projects and graduation ceremony.

Date: kicks off Oct. 26–28 & wraps up May 2021 • Price: $2,500 Designed for: Future partners, public accounting, staff with 7–10 years of experience * Space is limited. Register at vscpa.com/PathwayToPartner

24

Management & Finance

+++++++++

Advanced Controller & CFO Skills Examine best practices of leading-edge controllers and CFOs. Demonstrate your advanced skills that add value and contribute to the success of the organization. Learn specific skills every CFO or controller needs to be successful, and you will find that you suddenly have more power and influence than you ever thought possible.

Who should attend Controllers and CFOs with at least four years of leadership experience and the desire to expand in their role Prerequisite Previous financial management experience

NEW! CFO Series — Emotional Intelligence: What Makes Great Leaders Great?

COURSE #:

3-654 & 3-654W

DATE:

10/28/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Advanced

CPE CREDIT:

8

INSTRUCTOR:

Curtis Quickel, CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 9/28/2020

Who should attend CFOs, controllers, treasurers and other financial managers Prerequisite None

COURSE #:

3-105W

DATE:

TBD

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

INSTRUCTOR:

James Lindell, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 6/22/2020

COURSE #:

3-100W

DATE:

TBD

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

James Lindell, CPA

Annual Update for Controllers Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management and business systems. Discuss leadingedge topics in managerial accounting and finance and gain useful tips and practical guidance that you can apply immediately.

Who should attend CFOs, controllers, treasurers and other financial managers Prerequisite Management experience in accounting, finance or operations

26

COURSE #:

3-670

DATE:

TBD

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend People who are, or aspire to be, CFOs in medium-sized organizations

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Don Minges, MBA

BEST PRICE:

Member/Nonmember: $285/$410 before 7/24/2020

Prerequisite Management experience

NEW! CFO Series — Become More Effective

Analytics & Big Data for Accountants Analytics is the new force driving business. There are tools that measure program impacts and ROI; visualize data and business processes; and uncover the relationship between key performance indicators, many utilizing the unprecedented amount of data now flowing into organizations. Discuss leadingedge topics in analytics and finance.

Learn why emotional intelligence is a critical factor in success and find out how to motivate your teams and employees.

Examine real world business ethics cases and learn better ways to deliver bad news. This course is one part of a five-part series for CFOs.

BEST PRICE:

Member/Nonmember: $349/$474 before 6/22/2020

Learn to think more critically and understand how to network more effectively. Gain insights into how to manage compensation and bonus plans more effectively, and learn some of Microsoft Word’s advanced features. This course is one part of a five-part series for CFOs.

COURSE #:

3-671

DATE:

9/18/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend People who are, or aspire to be, CFOs in medium-sized organizations

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Tom Henry, CPA, MBA

BEST PRICE:

Member/Nonmember: $285/$410 before 8/18/2020

Prerequisite • Management experience helpful • Experience using Microsoft Word

NEW! CFO Series — Advanced Skills, Made Easy Understand how to create projected balance sheet and cash flow statements. Review advanced methods for assigning overhead.

Additionally, learn how to fix a badly-organized chart of accounts and how to create better PowerPoint presentations.

This course is one part of a five-part series for CFOs.

COURSE #:

3-672

DATE:

10/28/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend People who are, or aspire to be, CFOs in medium-sized organizations

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

John Daly, CPA, MBA, CMA, CPIM

BEST PRICE:

Member/Nonmember: $285/$410 before 9/28/2020

Prerequisite Management experience

27

Management & Finance

+++++++++ Corporate Finance Checkup: Renovate Your Analytical Toolbox

NEW! CFO Series — Cash Management: Managing the Lifeblood of the Business

Understanding how to use common corporate finance tools is a skill that separates those who will become chief financial officers from those who will always remain accountants. Obtain a refresher on corporate finance skills for those who work or aspire to work at a CFO level.

Learn to manage accounts receivable and accounts payable more effectively. Find better methods to manage cash and consider new cash forecasting techniques. Finally, explore ways to make meetings fun and productive. This course is one part of a fivepart series for CFOs.

COURSE #:

3-673

DATE:

11/13/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend CFOs, controllers and other experienced financial managers

Who should attend People who are, or aspire to be, CFOs in medium-sized organizations

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

Prerequisite None

CPE CREDIT:

8

INSTRUCTOR:

Richard Karwic, MBA

BEST PRICE:

Member/Nonmember: $285/$410 before 10/13/2020

Prerequisite Management experience

COURSE #:

3-642W

DATE:

6/29/2020

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Don Minges, MBA

BEST PRICE:

Member/Nonmember: $414/$539

Employment Law Update: Key Risks & Recent Trends NEW! CFO Series — Developing Credibility: Inside & Outside the Organization Discover how to earn respect for yourself and your team and learn why “it’s all about action!” Find out how to communicate your message quickly and clearly. Finally, learn 10 tips for success and 13 signs of failure. This course is one part of a fivepart series for CFOs.

COURSE #:

3-674

DATE:

12/21/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend People who are, or aspire to be, CFOs in medium-sized organizations

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Bill O’Brien

BEST PRICE:

Member/Nonmember: $285/$410 before 11/20/2020

Prerequisite Management experience

CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting & Budgeting This course is designed to completely integrate the planning process and show how it can move from long-range thinking, through medium-term planning, through the annual budget, and to the monthly cash-flow forecast. Discover how to avoid many political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating to the staff.

Who should attend CFOs, controllers and finance professionals Prerequisite Experience in financial management of a small- or mid-size company 28

Get updates and tips on mitigating exposure for the key employment risks that every employer faces, including cyber issues such as social media; device and internet use; wrongful termination; retaliation; whistleblowers; all types of discrimination and harassment; workplace safety; wage and hour laws; immigration issues; laws such as the FMLA, ADA, HIPAA, COBRA, FLSA and more.

Who should attend • CPAs in business and industry and nonprofits • CPAs in public practice who want to increase their knowledge of employment law issues encountered by businesses and nonprofits

COURSE #:

3-655

DATE:

10/29/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Advanced

CPE CREDIT:

8

INSTRUCTOR:

Curtis Quickel, CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 9/29/2020

Prerequisite Experience in, and knowledge of, employment law issues encountered by businesses and nonprofits

Finance Business Partnering: Influence to Impact

COURSE #:

3-612 & 3-612W

DATE:

10/26/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Kenneth Greenwood

BEST PRICE:

Member/Nonmember: $329/$454 before 9/28/2020

Learn an advanced application-based approach to finance business partnering. Acquire essential problem-solving skills that can positively affect all areas of the business; learn how to leverage analytics tools and techniques to aid in decision making; and become accomplished in presenting and influencing key business decision makers.

Who should attend Experienced professionals who need insight into developing skills required for finance business partnering in preparation for senior roles

COURSE #:

3-108W

DATE:

TBD

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

James Lindell, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 6/23/2020

Prerequisite Completion of “Finance Business Partnering: The Essentials” or equivalent experience 29

Management & Finance

+++++++++

The Strategic CFO: Big Picture Skills Your financial accounting credentials do not automatically qualify you for a CFO role. Today’s CFOs have skills that go far beyond financial accounting. Come share ideas with veteran CFOs and learn new techniques that will make you more effective now and long into the future.

Who should attend People who are, or aspire to be, chief financial officers Prerequisite None

COURSE #:

3-643W

DATE:

6/30/2020

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Don Minges, MBA

BEST PRICE:

Member/Nonmember: $414/$539

ANNUAL

VIRGINIA ACCOUNTING and AUDITING CONFERENCE

NEW! CFO SEMINAR SERIES Join us for a five-part, highly-interactive series of seminars geared specifically to people who are, or aspire to be, chief financial officers. Choose to attend a combination of the seminars or sign up for all five for a complete colleague-to-colleague, executive-level training program and save $200.

TBD — Emotional Intelligence: What Makes Leaders Great?

The golden anniversary is here — join the VSCPA and Virginia Tech for the 50th Annual Virginia Accounting & Auditing Conference!

What began as a small gathering and a means for keeping CPAs apprised of the changes and pronouncements in accounting and auditing has since evolved into the largest and longest running conference for CPAs in Virginia. In addition to keeping you up to date, you’ll get a future-forward look at what’s to come in the profession.

Through interactive sessions, networking opportunities, lunches and receptions, you’ll be in good company with financial professionals like you. Learn from one another and our expert line-up of instructors.

Cheers to 50 years!

Sept. 18 — Become More Effective Oct. 28 — Advanced Skills, Made Easy Nov. 13 — Cash Management: Managing the Lifeblood of the Business Dec. 21 — Developing Credibility: Inside & Outside the Organization Each seminar is worth up to 8 CPE credits for a total of 40 credits for completing the series.

SEPT. 21–22 / Hotel Roanoke & Conference Center

vscpa.com/CFOSeries

30

SEPT. 24–25 / Fairview Park Marriott Hotel, Falls Church SEPT. 19–20 / Founders Inn & Spa, Virginia Beach

vscpa.com/Conferences

+++++++++

The VSCPA offers a variety of ways to expand your network and provide experiences that challenge your way of thinking. Through peer learning and networking events, you’ll have the opportunity to make meaningful connections with other VSCPA members.

Dale Carnegie Certificate Program: 18–23 CPE Credits

VSCPA Roundtable Series: 2 CPE Credits

Through virtual classroom trainings from Dale Carnegie, you’ll find a selection of courses to help address the specific needs for your role. We offer four packages for staff, senior staff, managers and executives. You’ll receive expert coaching, peer collaboration and highly-enhanced levels of online interaction.

* members only Price: $35

As part of our VSCPA 2025 vision and goal to drive innovation and create a culture of learning, we’ve revamped and enhanced our membersonly Management of an Accounting Practice (MAP) and Corporate Finance Roundtables to focus on the local knowledge of our members across Virginia. These events will be held quarterly in four locations across Virginia (unless noted as online) — Northern Virginia, Richmond, Roanoke and the Tidewater area. We think you’ll find it useful to discuss your area’s unique issues with the CPAs who understand them best!

Management of an Accounting Practice (MAP) Roundtables July 20 Online Oct. 20 Jan. 19, 2021

Assessing Your Organizational Culture With Floricane From Compliance to Consulting With Sage Topic TBD

Learn more at vscpa.com/VSCPARoundtables

Corporate Finance Roundtables July 21 Online Oct. 19 Jan. 18, 2021

Assessing Your Organizational Culture With Floricane Top 10 Business Myth With Sage Topic TBD

Price: $999/members | $1,499/nonmembers

NEW: CAS Workshop (Sage) Description: Interested in learning more about Client Accounting Services (CAS) and how to innovate your practice to become more future focused? We are working with Center for Innovation partner, Sage, to bring you this one-day workshop to help you learn the basics about incorporating a CAS practice within your organization.

Date: Credits: Price:

Sept. 30, 2020 8 CPE Credits $299

+++++++++ ++++++++++++

Peer Learning & Innovation

vscpa.com/PeerToPeer

32

33

Taxation +++++++++ The Best Individual Income Tax Update Course by Surgent AICPA’s Annual Federal Tax Update Explore all legislative, judicial and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals, business entities, estates and trusts, retirement plans, and more.

Who should attend • Public accounting senior associates, managers and partners • Tax professionals in company finance or tax departments Prerequisite Two years of tax experience

COURSE #:

3-662 & 3-662W

DATE:

11/16/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Peter Towle, CPA, J.D., LL.M.

BEST PRICE:

Member/Nonmember: $339/$464 before 10/19/2020

Get up to speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. Walk away feeling ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs.

Who should attend All tax practitioners in public accounting and private industry who need the latest information on tax changes affecting their individual clients

COURSE #:

3-706

DATE:

12/8/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 11/9/2020

Prerequisite Experience in individual tax planning

Best Practices for Payroll Taxes & 1099 Issues Basis Calculations & Distributions for Pass-Through Entity Owners Schedule K-1 Analysis Get up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-thru entities (i.e., S corporations, partnerships and LLCs). The cornerstone of this course is the line-by-line analysis of the Schedule K-1s and how it affects the basis calculations.

Who should attend Tax professionals that need an in-depth training course on basis calculations and distributions rules for S-Corporations, partnerships, LLCs and their owners

COURSE #:

3-640W

DATE:

6/25/2020

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Patrick Garverick, CPA, CFP

BEST PRICE:

Member/Nonmember: $339/$464 before 5/26/2020

Prerequisite Basic understanding of individual income taxation

Who should attend CPAs in industry and public accounting responsible for the payroll tax function or those CPAs advising clients on payroll tax issues

3-649 & 3-649W

DATE:

10/20/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Arthur Auerbach, CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 9/21/2020

Prerequisite Working knowledge of payroll tax issues or payroll type functions

Get up-to-date on the most important aspects of the Tax Cuts and Jobs Act (TCJA) as well as major trends on the horizon with a view toward planning after implementation of TCJA.

COURSE #:

3-104W

DATE:

7/22/2020

Who should attend CPAs who need to know the latest tax law changes in all areas of practice

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Susan Smith, CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 6/22/2020

Stay abreast of the tax changes affecting pass-through entities used by their business clients and employers. Learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs. Who should attend All tax practitioners in public accounting and private industry who need the latest information on tax changes affecting their business clients or employers Prerequisite Experience with pass-through entity clients

34

COURSE #:

The Best S Corporation, Limited Liability & Partnership Update Course by Surgent

The Best Federal Tax Update Course by Surgent

Prerequisite Experience with individual and business clients

Learn how to avoid the frequent penalties in payroll tax reporting and stay up-to-date with the latest information. Also learn how to handle reporting and withholding requirements for employee fringe benefits. Master the often confusing rules for Form 1099-MISC and other information reports including when and how much to report. Course materials include the impact of the Tax Cuts and Jobs Act of 2017.

COURSE #:

3-610 & 3-610W

DATE:

10/21/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 9/21/2020

35

Taxation +++++++++ The Complete Guide to Payroll Taxes & 1099 Issues

Buying & Selling a Business: Critical Tax & Structuring Issues One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business.

Who should attend All practitioners who will be involved in the sale of a business Prerequisite • A basic course in partnerships/LLCs • Experience with C corporations

Payroll taxes have become an increasing burden for the average business, and IRS penalties for noncompliance have risen dramatically in recent years. The IRS has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099 and related compliance issues.

Who should attend CPAs in public accounting and industry with responsibility for payroll tax compliance Prerequisite None

COURSE #:

3-638 & 3-638W

DATE:

12/17/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

INSTRUCTOR:

Sali Sheafor, CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 11/17/2020

COURSE #:

3-109W

COURSE #:

3-627 & 3-627W

DATE:

7/23/2020

DATE:

11/18/2020

LOCATION:

Online

LOCATION:

TIME:

8 a.m. – 3:30 p.m.

VSCPA Learning & Innovation Center, Richmond

Don Farmer’s 2020 Corporate/Business Income Tax Workshop

LEVEL:

Intermediate

TIME:

8 a.m. – 3:30 p.m.

COURSE #:

3-203 & 3-203W

CPE CREDIT:

8

LEVEL:

Intermediate

DATE:

12/2/2020

INSTRUCTOR:

Susan Smith, CPA

CPE CREDIT:

8

Using a combination of humor and examples, focus on tax developments that affect 2020 income tax return preparation and 2020 income tax planning for businesses.

Richmond Hilton Hotel & Spa

BEST PRICE:

Member/Nonmember: $339/$464 before 6/23/2020

Martin Satinsky, CPA, J.D.

TIME:

8 a.m. – 4 p.m.

BEST PRICE:

Member/Nonmember: $329/$454 before 10/19/2020

Who should attend Anyone who prepares income tax returns for businesses or who is involved in income tax planning for businesses

LOCATION:

INSTRUCTOR:

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Walter Nunnallee, CPA, J.D.

BEST PRICE:

Member/Nonmember: $275/$400 before 11/2/2020

Prerequisite At least one tax season

The Complete Trust Workshop The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. Explore the many beneficial issues of trusts, an essential element in estate planning. Obtain insight and practical pointers concerning trusts of every shape and size after tax reform.

Who should attend CPAs who wish to have a complete understanding of the various uses of trusts Prerequisite A basic course in estate and gift tax and a basic course on estate and trust income taxation (Form 1041)

36

COURSE #:

3-704

DATE:

12/7/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 11/9/2020

Don Farmer’s 2020 Individual Income Tax Workshop Using a combination of humor and examples, focus on tax developments that affect 2020 income tax return preparation and 2020 income tax planning for businesses.

COURSE #:

3-202 & 3-202W

DATE:

12/1/2020

Who should attend Anyone who prepares income tax returns for businesses or who is involved in income tax planning for businesses

LOCATION:

Richmond Hilton Hotel & Spa

TIME:

8 a.m. – 4 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Don Farmer, CPA

BEST PRICE:

Member/Nonmember: $275/$400 before 11/2/2020

Prerequisite At least one tax season

37

Taxation +++++++++ Don Farmer’s 2020 Federal Tax Update Using a combination of humor and examples, review current year developments and planning ideas affecting individual, corporate and business income taxation with an emphasis on all major new tax legislation as well as other significant tax developments that affect 2020 tax return preparation and 2020 tax planning for individuals, corporations and non-corporate businesses.

Who should attend Anyone with experience with one or more tax seasons and a general understanding of individual, corporate and business income taxation who is involved in the preparation and/or review of individual, corporate and business income tax returns or who provides tax planning advice to individuals and businesses

Fiduciary Income Tax Returns — Form 1041 Workshop With Filled-in Forms COURSE #:

3-201

DATE:

11/12/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. – 4 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Walter Nunnallee, CPA, J.D.

BEST PRICE:

Member/Nonmember: $275/$400 before 10/13/2020

Prerequisite At least one tax season 3-204 & 3-204W

COURSE #:

3-200

DATE:

11/30/2020

DATE:

12/16/2020

LOCATION:

Richmond Hilton Hotel & Spa

LOCATION:

TIME:

8 a.m. – 4 p.m.

Hotel Roanoke & Conference Center

LEVEL:

Update

TIME:

8 a.m. – 4 p.m.

CPE CREDIT:

8

LEVEL:

Update

INSTRUCTOR:

Don Farmer, CPA

CPE CREDIT:

8

BEST PRICE:

Member/Nonmember: $275/$400 before 11/2/2020

INSTRUCTOR:

Bill Harden, Ph.D.

BEST PRICE:

Member/Nonmember: $275/$400 before 11/16/2020

Estate & Life Planning Issues for the Middle-Income Client

38

Who should attend CPAs whose practice includes the preparation of fiduciary income tax returns

COURSE #:

3-703

DATE:

11/16/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 10/19/2020

Prerequisite Experience with the preparation of income tax returns

Form 1065 Boot Camp: Step-by-Step Preparation With Completed Forms

COURSE #:

Clients think that estate planning only applies to the very rich.

In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services.

COURSE #:

3-666

DATE:

11/10/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend CPAs who advise clients on estate tax planning

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 10/12/2020

Prerequisite None

Review common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041. Begin with quite simple case studies and build upon that base, ending with two complicated preparation cases — one trust and one estate, each with filled-in forms.

The objective of this course is to train new, rusty or returningto-practice staff to prepare a complicated federal partnership tax return. Walk through a hands-on guide to completing Form 1065. Discover the connections between a trial balance and a completed partnership return, with a filled-in completed Form 1065 provided in the case solutions.

Who should attend All levels of staff and company controllers responsible for filing these forms Prerequisite None

COURSE #:

3-636

DATE:

12/17/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

INSTRUCTOR:

Vic Taylor, CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 11/17/2020

Form 990: Mastering Its Unique Characteristics Explore the tax information and inherent nonprofit organization issues you must master to properly prepare the current Form 990. Review the numerous reporting demands the 990 imposes, including how to respond to the Form’s demands for narrative answers. Gain an understanding of the tax and practical points essential to appropriate completion of the Form 990 and be guided on advising exempt clients on the Form’s complexities and diverse demands.

Who should attend CPAs, attorneys and nonprofit managers Prerequisite None

COURSE #:

3-648 & 3-648W

DATE:

10/19/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

INSTRUCTOR:

Arthur Auerbach, CPA

BEST PRICE:

Member/Nonmember: $339/$464 before 9/21/2020

39

Taxation +++++++++ Maximizing Your Social Security Benefits

Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities Owners of S corporations and partnerships are subject to numerous limitations on pass-through losses, each with unique rules, applications and complexities. With the increase in popularity of pass-through business entities, it is essential for CPAs to understand the complexities and interactions of these pass-through loss limitations.

Who should attend • Experienced practitioners who need a refresher on loss limitations and an analysis of the new rules • Inexperienced practitioners who want to learn the basics of all four pass-through loss limitations and their interactions in one course

COURSE #:

3-668 & 6-668W

DATE:

12/16/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

12:30 – 4 p.m.

LEVEL:

Intermediate

CPE CREDIT:

4

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite Basic familiarity with loss allowance rules of pass-through entities

Who should attend CPAs who wish to assist in settlement of an estate, regardless of size

Who should attend Practitioners who have clients contemplating receipt of Social Security

COURSE #:

3-623 & 3-623W

DATE:

12/16/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 – 11:30 a.m.

LEVEL:

Basic

CPE CREDIT:

4

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite Basic knowledge of retirement planning

Passive Activities & Rental Real Estate Income Tax Issues

How to Settle a Client’s Estate Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. Discover how to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve as an advisor to them.

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. Learn about retirement planning-related issues and obtain background information on the Social Security system and the strategies clients will need.

Get up to speed quickly on the complex passive activity loss (PAL) rules that apply to certain investments in trades or businesses and rental activities. The cornerstone of the course is the in-depth coverage of the detailed tax law and regulations applicable to passive activities under IRC §469 and how and when the 3.8% net investment income tax under §1411 applies.

COURSE #:

3-634 & 3-634W

DATE:

12/9/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

INSTRUCTOR:

Arthur Auerbach, CPA

Who should attend Tax professionals who need an in-depth training course on the passive activity loss rules and how they apply to certain investments in trades, businesses and rental activities

BEST PRICE:

Member/Nonmember: $329/$454 before 11/9/2020

Prerequisite None

COURSE #:

3-641W

DATE:

6/26/2020

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Patrick Garverick, CPA, CFP

BEST PRICE:

Member/Nonmember: $339/$464 before 5/27/2020

Prerequisite None

Preparing Individual Tax Returns for New Staff & Para-Professionals

Income Tax Planning Since Congress’s passage of the Tax Cuts and Jobs Act, many clients and businesses are highly focused on the impact of taxes and tax rates on their bottom line. Get up-to-date on the latest strategies which will preserve your clients’ wealth through proactive tax planning and investment strategies.

COURSE #:

3-663

DATE:

11/17/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend CPAs looking for innovative tax planning techniques to help clients fight higher taxes

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Advanced

CPE CREDIT:

8

INSTRUCTOR:

Peter Towle, CPA, J.D., LL.M.

BEST PRICE:

Member/Nonmember: $339/$464 before 10/19/2020

Prerequisite Basic knowledge of individual income taxation

40

The objective of this course is to train new staff accountants, data processing employees, para-professionals and bookkeepers to prepare a complicated federal individual income tax return, taking the latest tax law changes into consideration.

COURSE #:

3-639 & 3-639W

DATE:

12/18/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend New staff and para-professionals who prepare individual returns

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

Prerequisite None

CPE CREDIT:

8

INSTRUCTOR:

Sali Sheafor, CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 11/18/2020

41

Taxation +++++++++ Securing a Comfortable Retirement in the Age of Spending

Real Estate Tax Boot Camp Take a deep dive into all things real estate tax-related for the mid-level practitioner moving into this complex area. Deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing and disposing of real estate. Walk away with the ability to navigate critical issues associated with the relevant returns and plan strategically for your company or clients. Discuss the impact the Tax Cuts and Jobs Act has had on the real estate industry.

Who should attend CPAs who advise clients or their companies on issues related to the acquisition, holding, management and disposition of real estate

COURSE #:

3-667 & 3-667W

DATE:

12/15/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 11/16/2020

Prerequisite Some experience preparing tax returns involving real estate holdings

Who should attend • CPAs looking to advise clients on retirement planning • CPAs looking for effective strategies for their own retirement Prerequisite Basic knowledge of retirement planning

COURSE #:

3-620 & 3-620W

DATE:

11/10/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Arthur Auerbach, CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 10/12/2020

Social Security & Medicare: Planning for You & Your Clients

Section 199A: Applications & Challenges Pass-through entities and real estate investors stand to gain valuable tax cuts, and the average practitioner cannot afford to be uninformed on Section 199A. Review the issues that many tax practitioners experienced over the last tax season with calculating and applying the 20% deduction.

COURSE #:

3-618

DATE:

11/9/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend Any tax practitioner wishing to understand and apply the §199A deduction

TIME:

8 – 11:30 a.m.

LEVEL:

Update

CPE CREDIT:

4

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite A basic understanding of the federal tax rules relating to individuals and businesses

Obtain the knowledge you need to help your clients plan for retirement by evaluating how much retirement income they need to reach their retirement goals.

Social Security seems poised for changes in benefits and eligibility age. The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives.

Learn about retirement planning-related issues and obtain background information on the Social Security system and the strategies clients will need in dealing with Social Security.

COURSE #:

3-101W

DATE:

7/21/2020

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

8

INSTRUCTOR:

Susan Smith, CPA

Who should attend Practitioners who have clients contemplating receipt of Social Security

BEST PRICE:

Member/Nonmember: $339/$464 before 6/22/2020

Prerequisite None

NEW! Section 199A: Schedule K-1 Reporting for Relevant Pass-Through Entities The Tax Cuts and Job Act of 2017 created new reporting requirements for relevant pass-through entities (RPE). Each RPE is required to report relevant data required to calculate the §199A deduction to each recipient of a Schedule K-1. The IRS has added disclosure lines to Schedules K-1 for S corporations, partnerships and trusts. Explore the new reporting requirements on those forms and discuss uncertainties that still exist related to the reporting requirements. Review examples and case studies on completing the new disclosure lines of Schedules K-1.

COURSE #:

3-619

DATE:

11/9/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

12:30 – 4 p.m.

LEVEL:

Intermediate

CPE CREDIT:

4

INSTRUCTOR:

Chuck Borek, CPA

Who should attend Any tax practitioner seeking a better knowledge of the Schedule K-1 reporting requirements related to §199A

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite A basic understanding of the §199A deduction 42

Surgent’s Annual Tax Planning Guide for S Corporations, Partnerships & LLCs As long as LLCs, partnerships and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. Focus on planning issues in creating, operating and liquidating S corporations, partnerships and LLCs.

COURSE #:

3-628 & 3-628W

DATE:

11/19/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend CPAs in public accounting and industry who want to learn planning strategies relevant to S corporations, partnerships and LLCs

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Martin J, Satinsky, CPA, J.D.

BEST PRICE:

Member/Nonmember: $329/$454 before 10/20/2020

Prerequisite A basic course in partnership theory and S corporation theory

43

Taxation +++++++++ Surgent’s Federal Tax Camp The Tax Cuts and Jobs Act brought about the most far-reaching changes to the tax code in a generation. New tax rates, deductions for pass-through entities, new depreciation rules, changes to home mortgage interest deductions, modifications of net operating loss (NOL) rules, and new alimony rules are only some of the issues on which practitioners need to get up-to-speed this year. Learn about the most important legislative and regulatory developments of the season as well as major trends and changes in the case law.

Who should attend CPAs who need to know the latest tax law changes in all areas of practice

COURSE #:

3-635 & 3-635W

DATE:

12/10/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Arthur Auerbach, CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 11/10/2020

Technical Business Practice Issues & Tax Forms for Experienced Practitioners This course will help experienced staff avoid costly mistakes by addressing advanced preparation issues when dealing with flowthrough entities such as S corporations, LLCs and partnerships.

Who should attend CPAs who are involved in planning, preparing or reviewing complex returns Prerequisite Basic- to intermediate-level experience in preparing Forms 1120S and 1065

Prerequisite Experience with individual and business clients

Surgent’s Handbook for Mastering Basis, Distributions & Loss Limitation Issues for S Corporations, LLCs & Partnerships Focus on practical applications of basis and distribution concepts that are often the most difficult concepts to master when dealing with flow-through business entities. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules.

COURSE #:

3-626 & 3-626W

DATE:

11/17/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend CPAs who prepare both individual and flow-through business entity tax returns and need a thorough grasp of these significant issues

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Edgar Gee Jr., CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 10/19/2020

Prerequisite Experience in business taxation

Who should attend All CPAs who want an in-depth discussion of the current tax issues that affect all clients Prerequisite One or more years of experience in planning for individual and business clients

44

3-637

DATE:

12/18/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Advanced

CPE CREDIT:

8

INSTRUCTOR:

Cindy McMaster, CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 11/18/2020

Technical Individual Practice Issues & Tax Forms for Experienced Practitioners Discuss the topics that experienced staff, managers and partners should understand and discover how to avoid costly mistakes when facing complicated 1040 issues. The manual includes several advanced cases with “filled-in” forms provided with the complete answers.

COURSE #:

3-669

DATE:

11/16/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend CPAs in public accounting who prepare or review complex 1040 returns

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Advanced

CPE CREDIT:

8

INSTRUCTOR:

Edgar Gee Jr., CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 10/19/2020

Prerequisite Basic- to intermediate-level experience in preparing Form 1040

The Year’s Best Income Tax, Estate Tax & Financial Planning Ideas

Surgent’s Top 10 Tax Topics This Year Uncover the top tax issues we’re seeing this year and explore the practical implications, potential pitfalls and planning opportunities.

COURSE #:

COURSE #:

3-611 & 3-611W

DATE:

10/22/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $329/$454 before 9/22/2020

With different tax rates for individuals and trusts, tax planning takes on more importance. New ideas for financial planning for retirement must be considered. Explore practical tax-planning ideas that you can use to assist clients with their needs.

COURSE #:

3-705

DATE:

11/17/2020

LOCATION:

Waterford at Fair Oaks, Fairfax

Who should attend All practitioners, especially those who want to provide the best up-to-the-minute tax advice

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

8

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $349/$474 before 10/19/2020

Prerequisite Basic course in individual income tax, Social Security and estate planning

45

TECHNOLOGY & INNOVATION SHOWCASE

SBURG VA M IA L IL W • 15 – 14 .

C DE DGE WILLIAMSBURG LO

EVENT OVERVIEW Technology is constantly changing the accounting profession as you know it. Stay ahead of the curve by joining more than 200 CPAs and finance professionals to get exposed to innovation, industry trends, product launches, networking and more.

The 2020 Showcase features: • A new location in Colonial Williamsburg • Up to 17 CPE credits • Access to 30+ leading accounting technology companies • More learning tracks with topics ranging from general overviews to deep dives to what you need to know about the future of accounting technologies • Interactive product demos • Special activities including a trip to Christmas Town at Busch Gardens • An opportunity to fulfill your annual Ethics requirement at no additional cost

Exhibitors Our sponsor list is continuously growing! These innovative companies have already signed on to share their services with you:

Gold Sponsors

Silver Sponsors

Are you interested in purchasing a booth to gain access to 200 accounting and finance professionals? Contact VSCPA Partner Engagement & Event Specialist Veronica Boyett at (804) 612-9406 or sponsorships@vscpa.com.

+++++++++ ++++++++++++

accounting and signed to expose busy de se ca ow Sh n tio va logy & Inno itate growth, increase cil fa to s ion Join us for the Techno at ov inn d to new technologies an financial professionals ess. connected in their busin engage productivity and keep tive demos and time to ac er int , ies nit rtu po op d innovation. through educational counting technology an ac of Further your knowledge re tu fu e th ing iders who are shap with the solution prov

vscpa.com/Showcase

Technology

+++++++++

Excel Hot Topics & Best Practices for CPAs Explore many of the best Excel tips for working with and analyzing data, presenting data in graphic form, consolidating worksheet ranges, and automating repetitive steps. Learn about the new features in Excel including Pivot Table, Power Pivot and Power BI. The content of this presentation applies to Excel 2019, 2016, or 2013. Please bring a laptop for a hands-on experience.

Who should attend Business leaders, corporate finance teams, CPAs and financial professionals Prerequisite Working knowledge of Microsoft Excel

NEW! Top 10 Technology Risks & Trends Every CPA Should Know

COURSE #:

3-111W

DATE:

TBD

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Judith Borsher, CPA, MBA, CGMA, CITP

BEST PRICE:

Member/Nonmember: $349/$474 before 6/22/2020

COURSE #:

3-103W

DATE:

TBD

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Judith Borsher, CPA, MBA, CGMA, CITP

BEST PRICE:

Member/Nonmember: $349/$474 before 6/22/2020

Excel Refresher & Update Explore Excel Worksheet features, including the many new business productivity enhancements, in a fast-paced format to benefit basic- through intermediate-level Excel users. The content of this presentation applies to Excel 2019, 2016, or 2013.

Please bring a laptop for a hands-on experience.

Who should attend Business leaders, corporate finance teams, CPAs and finance professionals who need a strong refresher course in Excel Prerequisite Working knowledge of Microsoft Excel

Explore the most common technology risks and trends that every CPA should know to better advise and serve clients.

In addition, review the audit procedures you can perform to address the risk in this area.

COURSE #:

3-630 & 3-630W

DATE:

12/3/2020

LOCATION:

VSCPA Learning & Innovation Center, Richmond

Who should attend CPAs in either public or private practice with accounting, financial reporting or attest responsibilities

TIME:

12:30 – 4 p.m.

LEVEL:

Basic

Prerequisite None

CPE CREDIT:

4

INSTRUCTOR:

Thomas Newell Jr., CPA

BEST PRICE:

Member/Nonmember: $199/$249

In-House CPE & Training +++++++++ Why choose in-house training for your firm or company?

The answer is simple! Private training allows for more flexibility, customization and convenience. We offer various delivery methods for you to customize your training in the format most convenient to you.

VSCPA Employer Outreach Specialist Janie Medley is here to help you with your unique group learning needs. Contact her at jmedley@vscpa.com or (800) 733-8272 to schedule a course or get more information.

Microsoft Office 365 — Productivity Features Update for CPAs

Who should attend Business leaders, corporate finance teams, CPAs and financial professionals Prerequisite Prior experience using Microsoft Office

COURSE #:

3-107W

DATE:

TBD

LOCATION:

Online

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

8

INSTRUCTOR:

Judith Borsher, CPA, MBA, CGMA, CITP

BEST PRICE:

Member/Nonmember: $349/$474 before 6/23/2020

+++++++++ ++++++++++++

Improve your productivity using the Microsoft Office 365 programs — Excel, Outlook, Word, OneNote, PowerPoint, Skype for Business and Teams. Also learn tips for Windows 10. The content of this presentation applies to Microsoft Office 365 Business versions.

Please bring a laptop for a hands-on experience.

vscpa.com/InHouse

48

49

Free CPE

+++++++++

Registration Policies

As a benefit of your VSCPA membership, you have access to dozens of opportunities to earn up to 30+ CPE credits over the course of the year. You'll have access to in person and virtual programming on innovation, technology, leadership development, professional issues updates and more. Visit vscpa.com/FreeCPE to register.

VSCPA June Virtual Interchange Week: 1 CPE Credit This year, the in-person VSCPA Interchange events will be held virtually and over the course of one week. Each day will highlight a one-hour session with topics that range from leading and succeeding in the digital age, to building inclusive workplaces, to ways to interpret your leadership style. And as always, you’ll get a muchanticipated advocacy update!

June 15

Communicating in the Digital Age

June 16

Workforce of the Future and Retaining Talent

June 17

Leadership Styles

June 18

Advocacy Update

WOWbinars: Innovation Series: 1 CPE Credit The Center for Innovation is excited to bring you online WOWbinars: The Innovation Series! Our robust lineup of speakers will leave you feeling inspired to innovate in your professional role. Topics include workplace culture, artificial intelligence, cybersecurity, automation, planning for the future and more.

VSCPA Virtual Interchange: 1 CPE Credit This year you’ll explore issues impacting you, your profession and society at large including: VSCPA 2025 Update, national issues impacting the profession, VBOA Update, academic trends and VSCPA initiatives, advocacy efforts and issues.

July 9

VBOA Update

Oct. 28

CPA Evolution & The Future of the Profession

Dec. 10

Advocacy Update

March 11, 2021 VSCPA & National Professional Issues Update

Young Professional Webinar Series: 1 CPE Credit The VSCPA Young Professional Advisory Council brings you a webinar series on hot topics important for young and new professionals to make the most of their careers. More dates coming soon!

June 23

Accounting in the Digital Age

June 17 July 16 Aug. 19 Sept. 22 Oct. 15 Nov. 11 Jan. 20, 2021 Feb. 17, 2021 March 17, 2021

2021 CPA Assembly Day: 2 CPE Credits It’s a fun opportunity to network with other members and meet with your legislator about issues that are important to you and the CPA profession. You can also attend committee meetings and observe the House and Senate Sessions. Don’t worry if you are a political novice yourself, we will get you up to speed and help you plan your meetings with legislators and staff members.

Jan. 14, 2021 vscpa.com/get-involved/advocacy

+++++++++

Registration is filled on a first-come, first-served basis. Full payment must accompany registration. We will note additional fees where applicable. For a complete list of registration policies, go to vscpa.com/CPEPolicies.

Early registration discount pricing Fees in this catalog reflect our early registration discount pricing (excluding Ethics). To receive the early registration rate, registration must be completed by the specified date.

Registration forms Registration is available at vscpa.com/CPE. You may also download a registration form at vscpa.com/CPEPolicies. Only one registration form per person, please. You may print or photocopy as many forms as you need.

NASBA-approved CPE sponsor The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit vscpa.com/CPEPolicies or call (800) 733-8272.

Note about 4-hour seminars Scheduled from 8 – 11:30 a.m. or 12:30 – 4 p.m., our 4-hour seminars provide convenience, flexibility and variety.

Please note: Lunch is included only if you attend two back-to-back 4-hour seminars.

Transfers, cancellations & substitutions We accept transfers, cancellations and substitutions by phone. The following schedule and options are in effect: 14 (or more) business days before the program: • Send a substitute in your place * • Transfer the full balance to another event registration** • Receive a refund. You may elect to have your refund moved to money on account; however, all money on account not used by Jan. 31, 2021 will be refunded. Balances held on account for more than 6 months may be refunded earlier than Dec. 31, 2020 as deemed appropriate.

• Transfer the balance to the appropriate account (person or firm) to be held for future VSCPA purchases** 4–13 business days before the program:

+++++++++ ++++++++++++ vscpa.com/FreeCPE

50

• Send a substitute in your place * • Transfer the full balance to another event registration, minus a $50 processing fee per 8 hours of CPE**

• Receive a refund, minus a $50 processing fee per 8 hours of CPE. You may elect to have your refund moved to money on account; however, all money on account not used by Jan. 31, 2021 will be refunded. Balances held on account for more than 6 months may be refunded earlier than Dec. 31, 2020 as deemed appropriate.

• Transfer the balance to the appropriate account (person or firm), minus a $50 processing fee per 8 hours of CPE, to be held for future VSCPA purchases** (There is no processing fee for transferring a balance from Virginia-Specific Ethics Course) 3 (or less) business days before the program: • No cancellations but you may send a substitute in your place * • Transfer the full balance from any Virginia-Specific Ethics Course to another ethics event offered by the VSCPA * If you are a member, but your substitute is a nonmember, then your substitute must pay the difference between the member and nonmember fee. If you are a nonmember, but your substitute is a member, then your account will be credited the difference. ** Any balance after a transfer or cancellation must be used towards future VSCPA purchases.

On-demand refund policy The VSCPA will refund your course fee if you have registered for an on-demand course and found it unsatisfactory, provided that you have not taken the final test and your refund request is submitted within 30 days of registering for the course by contacting us at cpe@vscpa.com or (800) 733-8272.

Disclaimer The information and suggestions presented at VSCPA sponsored programs are subject to constant change and should serve only as a foundation for further investigation and study. Any forms presented at such programs are samples only and are not necessarily authoritative.

All information, procedures and forms contained or used in such programs should be carefully reviewed and should serve only as a guide for use in specific situations. The opinions expressed by instructors and panelists are their own and are not necessarily those of the VSCPA. Although every effort has been made to assure the accuracy of the information in this catalog, courses, instructors, dates, fees and facilities are subject to change at any time.

Accommodations VSCPA room blocks are first-come, first-served, and rates are only guaranteed until the stated deadline or until the room block or hotel sells out. Reservations accepted after the deadline will be at the hotel’s discretion, based on rate and space availability.

IMPORTANT! To receive our discounted hotel rates, tell the designated hotel that you want the VSCPA rate when making your reservations.

51

2020–2021 VSCPA Membership Dues Rates

CPE Requirements

+++++++++

The VSCPA is committed to providing you with up-to-date information on continuing professional education (CPE) requirements.

Pay monthly* $26 $22 $18 $18 $7 $0 $0

Not a VSCPA member yet? Join online or call (800) 733-8272. For descriptions of the above dues rates, go to vscpa.com/Dues. Payment covers membership through April 30, 2021.

+++++++++ ++++++++++++

CPA fellow Associate (unlicensed professional) New CPA fellow Accounting educator Working fewer than 1,000 hours Student Firm administrator

Pay in full $312 $262 $212 $212 $90 $0 $0

+++++++++ ++++++++++++

The VSCPA now offers several flexible payment options for paying your membership dues! You can now pay your VSCPA membership dues on either an annual or monthly basis.

*This is the approximate rate for a 12-month period.

As a benefit of VSCPA membership, you’ll receive these great discounts: Up to $125 off VSCPA seminars & simulcasts* VSCPA members and members of other state CPA societies get $125 off 8-hour seminars and $50 off 4-hour seminars.

Up to $225 off select VSCPA conferences* VSCPA members and members of other state CPA societies get $100 off one-day conferences and $225 off two-day conferences. $75 early registration discount for seminars & simulcasts Registrations received before the early registration deadline receive a $75 discount per 8 hours of CPE. Seminars less than 8 hours do not receive the early registration discount.

Multiple registration discount on seminars & simulcasts — save at least $75 Register for three or more seminars (must register at the same time for all courses), and receive $25 off each seminar. This discount is only applicable to 8-hour seminars.

Multiple registration discount on conferences — save at least $100 When you register four or more people from the same company at the same time for the same VSCPA conference (excluding the Accounting & Auditing Conference), take $25 off per person.

You’ll save at least $100.

52

$30 AICPA member discount The AICPA logo is used throughout the catalog to denote AICPAsponsored events. AICPA members who disclose their affiliation at the time of registration for an AICPA/VSCPA-sponsored program receive a $30 discount on the lowest applicable event fee. This discount may be used in conjunction with other VSCPA registration discounts; however, you cannot combine two 4-hour AICPA programs to earn the discount. This discount is only applicable to 8- and 16-hour seminars and simulcasts. The $30 discount is available until the date of the event and cannot be applied retroactively. AICPA/VSCPA-sponsored programs are identified in all marketing pieces.

Plus 30+ free CPE Credits!

See page 50 for more information. *M embers of the AICPA who are not members of a state CPA society are not entitled to the member discount and should pay the regular event fee as published.

The information below covers general CPE requirements. For more information, visit the Virginia Board of Accountancy (VBOA) website at boa.virginia.gov.

Licensure Status

Total hours required

Minimum hours required

Virginia-specific Ethics (included in total hours)

Providing attest and/or compilation services (included in total hours)

CY of licensure

0 hours

0 hours

N/A

N/A

1st CY after exam

40 hours

40 hours

2 hours

N/A

2nd CY after exam 80 hours

80 hours

2 hours

N/A

3rd CY (or more) after exam

120 hours

120 hours

2 hours

N/A

Any 3-CY reporting cycle

120 hours/3 years

20 hours

2 hours

8 hours

120 hours/3 years

120 hours/3 years

2 hours

N/A

Calendar Year (CY)

Applying for initial license

The candidate has passed CPA exam and applies for licensure

Licensed Licensee who has not been granted exemption or waiver by the VBOA

Reinstatement of License The applicant submits Current CY reinstatement application

* When reinstating a license, the 120 hours must be completed within the three-year period immediately prior to reinstatement including the current calendar year.

Keep Track of Your CPE Credits Should you be selected for a CPE audit, you will be required to use the VBOA’s CPE Tracking System to submit your CPE records and documentation to the VBOA. For your convenience, the VSCPA automatically uploads all credits earned at VSCPA-sponsored events from 2009 to today (excluding on-demand courses) to the VBOA’s CPE Tracking System (unless you opted out of this benefit).

Renewing Your License The VBOA has begun moving to a single renewal date of June 30 each year for all CPA licensees. All licensed Virginia CPAs must renew their individual license annually. An individual CPA license expires on June 30 and an individual license may be renewed within 90 days of expiration.

53

Virginia Society of CPAs 4309 Cox Road Glen Allen, VA 23060 (800) 733-8272 vscpa.com