Business & Industry
Fall CPE Guide
Maintain Your Competitive Edge with Strategies for CPAs in Business & Industry Stay conditioned: Use this as your go-to directory for continuing professional education this fall. Find out how to be a winner by learning more and spending less. Read about member benefits and savings that keep you ahead in the game. Discover new resources to be your organizationâ€™s playmaker. Learn how you can be a team player by volunteering.
Maintain Your Competitive Edge As a business leader, you bring valuable experience, knowledge, and perspective to both the accounting profession and the greater business community. At PICPA, we understand this and value your participation, which is why we offer resources and professional education – specifically for CPAs in business and industry – to help you maintain your competitive edge and contribute to your professional growth as well as the success of your organization. If you’re not a member, consider how you and your organization might benefit from the exclusive discounts, savings, opportunities, and resources that PICPA membership offers.
Flip to page 4 for your Fall CPE Guide.
PICPA Contact Information Professional Education Hotline (888) 272-2001, ext. 430 or (215) 972-5430 Professional Education E-mail firstname.lastname@example.org Professional Education Fax (215) 496-9712
Main Phone (888) 272-2001 or (215) 496-9272 Main Fax (215) 496-9212 E-mail email@example.com
Make a Great Save with These Benefits Extra savings will keep you ahead in the game. Exclusive Discounts PICPA knows you are concerned with your organization’s bottom line, so be sure to take advantage of our member-only discounts. Insurance • Bollinger Insurance Solutions Discounted health, life, home, and auto insurance Business Services • SourceCopy from Site2 Special pricing on secure online data backup service • FedEx Save up to 26% on select shipping services • Citizens Bank Free financial review of current banking services and customized program • Bank of America Offering a PICPA Mastercard® credit card • Hertz Discounts on domestic and international car rentals
Exclusive member benefit
Products • Macy’s Save 15% on men’s and women’s clothing, accessories, outerwear, and shoes, including designer merchandise • CCH, A Wolters Kluwer Business 30% off tax and accounting books • Office Depot Up to 50% off all office supplies, online, and in-store • Brooks Brothers Save 15% on regular and everyday value-priced merchandise • Becker CPA Review $300 discount on registration for four-part review course • Philadelphia CPA Review 10% discount • Exam Matrix CPA Review 33% off review software and reference books • Wiley CPA e-Prep Save up to 25% on e-Prep
Study the Playbook with Reliable Resources PICPAâ€™s resources provide you with strategies and tips to be your organizationâ€™s playmaker. Online Resources
Money & Life Program
Check out the Business & Industry Area of Interest to find essential career resources that will help you reach your fullest potential and remain a valuable asset to your organization. Go to www.picpa.org/industry for technical updates and recent developments, relevant articles, PICPA member resources, professional education, and more.
According to the FDIC, a financially stressed employee can cost an employer as much as $600 a year, mostly in time wasted and absenteeism. Demonstrate the value of your PICPA membership to your organization by hosting a Money & Life program, which brings free financial literacy programs to your workplace to help your employees meet their financial goals. Suggested topics include budgeting, good debt vs. bad debt, insurance, and retirement planning. PICPA members will work with you to develop a program that fits your needs.
Best Practices in Business & Industry E-mail Discussion Group PICPA e-mail discussion groups (also known as list-servs) offer forums for PICPA members to share information and exchange ideas via e-mail interaction. The Best Practices in Business & Industry list-serv allows you access to corporate CPAs who are responsible for a multitude of tasks. Discussions include a broad range of topics such as employee benefits, hiring, operations, and risk management. Visit www.picpa.org/emailgroups to join the Business & Industry discussion group.
For more information about the Money & Life program, visit www.picpa.org/financialliteracy.
Get Off the Bench and Volunteer You’ve got what it takes, so be a team player and share your knowledge and experience with others. PICPA offers a multitude of volunteer opportunities – a great way to expand your professional network, enhance the image of your organization, and get more involved in your profession. Committees
Careers in Accounting
Build relationships with other industry executives, disseminate information to members regarding new statutes, rules, and regulations, and plan and conduct educational programs relevant to your industry as a member of one of PICPA’s committees. PICPA has more than 50 committees and task forces addressing specific issues or areas relevant to the accounting profession, such as business and industry, construction, financial institutions, health care, and insurance. To view the full committee listing and to sign up as a committee member, visit www.picpa.org/getinvolved.
PICPA has a highly active accounting career awareness and recruitment program. PICPA members reach more than 1,000 high school students annually through Passport to Opportunity programs, where CPAs from a variety of disciplines explain their position and career path. Multi-year scholarships are available to college students, and PICPA holds networking and educational programs to help them succeed. Plus, materials and presentation resources are available for any member making a career presentation at a local school or college.
Speakers Bureau The Speakers Bureau gives CPAs an opportunity to speak to local community groups, business organizations, schools, and the media. Sign up at www.picpa.org/speakers, indicate your areas of expertise, and view the resources PICPA has developed to assist with presentations.
Much of the success of these efforts relies on the participation of PICPA members. As a volunteer, you will not only help increase the visibility of the profession, but also your company. Learn more at www.picpa.org/volunteer.
2009 Fall CPE Guide PICPA helps you stay conditioned with a wide range of seminars which address your day-to-day challenges and duties. With courses in financial statement analysis, best practices, management, fraud, leadership, and technology, you can find topics pertinent to your responsibilities that will help you perform better.
Financial Statement Analysis Cash Flow Analysis: Using the Cash Flow Statement to Understand the Financial Health of the Business • Use cash flow analytics to better understand the operations, solvency, and strategic direction of your company. • Review SFAS 95 and its platform for analyzing past performance and future prospects. • Examine advanced issues in cash flow reporting, as well as the differences between cash flow and accrual. NOTE: Case studies will involve interactive learning using Excel models. While not essential, participants may bring a laptop with a fully charged battery to more effectively employ the models. FEATURING: Dr. Ray Thompson, CMA
Ratio Analysis Update: A Hands-On Approach to Making Effective Use of Financial Statement Information • Get an overview of financial statement analysis tools and who, how, and why to use ratios. • Learn about advanced Excel-based ratio tools, including regression analysis and credit scoring, and to use the Internet as an audit and MAS tool. • Discuss analytical review procedures such as SAS No. 56. NOTE: Case studies will involve interactive learning using Excel models. While not essential, participants may bring a laptop with a fully charged battery to more effectively employ the models. FEATURING: Dr. Ray Thompson, CMA
TREVOSE Dec. 21
Crowne Plaza Phila. Bucks County Course 643200BR
Review of Accounting Standards for Industry • Coverage will be customized to emphasize current accounting standards impacting industry CPAs and address the participants’ interests. • Get a practical guide to impairment and evaluate the impairment issue with accounting for loans and investments. • Learn about fair value accounting, business combinations and non-controlling interests, and income reporting. FEATURING: Dr. Ray Thompson, CMA, and Daniel W. Bradley, CPA or William G. Engelbret, CPA, PhD Level: Basic
HERSHEY SUMMIT Hershey Lodge & Conv. Center Aug. 19 Course 612000BR MALVERN Oct. 23
Penn State Great Valley Course 612001BR
HERSHEY SUMMIT Hershey Lodge & Conv. Center Aug. 20 Course 630200BR
BREINIGSVILLE Dec. 1
Holiday Inn Conference Center Course 612002BR
HARRISBURG Dec. 11
Wildwood Conference Center Course 630201BR
TREVOSE Dec. 8
Crowne Plaza Phila. Bucks County Course 612003BR
MARS Dec. 16
Four Points by Sheraton Pgh. North Course 630202BR
MARS Dec. 18
Four Points by Sheraton Pgh. North Course 612004BR
KING OF PRUSSIA Crowne Plaza Valley Forge Dec. 31 Course 630203BR
KING OF PRUSSIA Crowne Plaza Valley Forge Dec. 30 Course 612005BR
Best Practices The ABCs of Cost Accounting for Improved Performance • Use Activity-Based Costing (ABC) to focus on profitability and quality. • Understand three key elements to Strategic Cost Management. • Employ Operational/Non-Financial Performance Measures to drive future financial performance. BONUS! Take home a large cost accounting workbook that includes forms, schedules, and checklists. FEATURING: Jack L. Park, CPA Level: Basic
MALVERN Aug. 24
Penn State Great Valley Course 343100BR
HARRISBURG Oct. 12
Wildwood Conference Center Course 343101BR
Advanced Controller and CFO Skills • Learn strategies to employ a balanced approach to your firm’s measures of success. • Align your firm’s strategies with its internal reporting system. • Review the six and a half key steps invaluable to your employer. PREREQUISITE: Basic or beginning controllers course in lieu of experience FEATURING: Francis X. Ryan, CPA Level: Advanced
MARS Dec. 9
Four Points by Sheraton Pgh. North Course 669100BR
MALVERN Dec. 14
Penn State Great Valley Course 669101BR
NEW! Business Sustainability: Keeping Lean but with More Green for the Long Haul • Use sustainability to attract and retain the best employees, customers, and suppliers, and reduce the cost of capital. • Become familiar with the Metrics of Sustainability. • Find out how to implement sustainability successfully. PREREQUISITE: Management responsibility in finance, operations, or planning FEATURING: Anthony C. LaRusso, CMA Level: Advanced HARRISBURG Oct. 26
Critical Skills for Creating Great Budgets: Maximizing Proﬁts, People, and Power • Find out how to make smart allocation choices to benefit your organization and take its current method of budgeting to a higher level. • Develop a process for calculating the return on investment for expenditures and headcount increases. • Discover The Balanced Scorecard approach to budget reporting. PREREQUISITE: At least two years of experience preparing budgeting and conducting planning FEATURING: Anthony C. LaRusso, CMA
Wildwood Conference Center Course 689400BR
HARRISBURG Sept. 30
Wildwood Conference Center Course 669800BR
MALVERN Oct. 28
Penn State Great Valley Course 669801BR
The Leadership Secrets of Football’s Master Coaches • Learn to perform strategically, actively lead and manage operations, and effectively develop resources. • Hear about the eight core competencies of financial leadership and how to build a winning organization. • Gain practical leadership techniques, outside of the accounting function, which add value to your organization. BONUS! Take home a financial leadership workbook containing forms, schedules, and checklists. FEATURING: Jack L. Park, CPA Level: Basic MARS Sept. 29
Four Points by Sheraton Pgh. North Course 660200BR
Lean Accounting and Management: Improving Proﬁtability by Streamlining Operations • Develop an action plan for transitioning to lean accounting and management. • Get strategies to improve managerial accounting and operational budgeting processes. • Identify the products and services to prepare your company for greater future success. PREREQUISITE: Management responsibility in finance, operations, or planning FEATURING: Francis X. Ryan, CPA Level: Advanced MALVERN Dec. 15
Penn State Great Valley Course 632400BR
NEW! Lean Accounting for Service and Nonmanufacturing Businesses • Examine how to effectively implement lean accounting in these types of businesses. • Identify accounting changes required to support lean accounting. • Reduce waste and cost, and improve your operating results using lean principles. PREREQUISITE: Responsibility for planning and budgeting FEATURING: Francis X. Ryan, CPA or Anthony C. LaRusso, CMA Level: Int.
HERSHEY SUMMIT Hershey Lodge & Conv. Center Aug. 21 Course 688800BR MALVERN Sept. 28
Penn State Great Valley Course 688801BR
Operational Analysis: Creating a More Proﬁtable Company • Hear about the financial manager’s role in operational reviews. • Discuss the relationship between risk, control, and profitability. • Get tips for working with audit committees, internal auditors, and external auditors. FEATURING: Jay Giannantonio, CPA, MBA, CIA Level: Int.
PHILADELPHIA Sept. 25
PICPA Education Center Course 670700BR
MARS Oct. 16
Four Points by Sheraton Pgh. North Course 670701BR
Thirty-Plus Practical Tools and Techniques for Making Your Key Financial Decisions • Learn to construct analytical models and use them to solve problems in your company. • Develop a strategic evaluation process for acquisitions, divestitures, and capital programs. • Design a system to collect data and manage information in an organization. PREREQUISITE: Experience in finance, operations, or accounting FEATURING: Anthony C. LaRusso, CMA Level: Int.
HARRISBURG Sept. 29
Wildwood Conference Center Course 680200BR
MALVERN Oct. 27
Penn State Great Valley Course 680201BR
Management Advanced Management Accounting: Contemporary Cost Concepts • Use exercises to learn about costing perspectives and overhead cost behavior. • Discuss why traditional approaches to costing perspectives are inadequate. • Explore activity-based approaches, including Grenzplankostenrechnung (GPK) and Activity-Based Costing (ABC). PREREQUISITE: Cost accounting education and experience NOTE: Bring a calculator. FEATURING: John L. Daly, CPA, CMA, CPIM Level: Advanced TREVOSE Oct. 12
Crowne Plaza Phila. Bucks County Course 649900BR
Annual Update for Controllers • Examine the latest trends in corporate finance,
treasury management, and technology. • Review cutting-edge financial management
tools and techniques. and apply new tools for business planning, forecasting, budgeting, and reporting. PREREQUISITE: Experience in financial management of a medium or small company FEATURING: Francis X. Ryan, CPA • Identify
MALVERN Nov. 16
Penn State Great Valley Course 637400BR
MARS Dec. 1
Four Points by Sheraton Pgh. North Course 637401BR
HARRISBURG Dec. 16
Wildwood Conference Center Course 637402BR
Bottom Line Management Accounting: Real World Problems and Practical Solutions • Apply tested and new approaches to profitability and liquidity management. • Learn skills to obtain competitive intelligence, negotiate, and effectively manage projects. • Discuss technology trends and the user skills to streamline and improve understanding. PREREQUISITE: Management responsibility in finance, operations, and accounting FEATURING: Francis X. Ryan, CPA Level: Int. MALVERN Nov. 17
Penn State Great Valley Course 665400BR
Buying and Selling Businesses: The CPA’s Role • Identify key buyer groups, their motivations, and the impact of a sale on them. • Look at key valuation concepts and the impact of cash flows on fair market determination. • Become familiar with due diligence procedures and transaction documentation needed when buying and selling a business. PREREQUISITE: Experience in business taxation FEATURING: Peter J. Towle, CPA, JD, LLM Level: Int. MALVERN Dec. 7
Penn State Great Valley Course 669600BR
Financial Leadership 2009 the eight core competencies of leadership and the five-C’s of self-development. • Get the know-how to expand your role as a communicator of solutions and a strategic business partner. • Create a culture of perpetual learning, and transition from the information age to the knowledge age. BONUS! Take home a financial leadership workbook containing forms, schedules, and checklists. FEATURING: Jack L. Park, CPA • Learn
NEW! Chief Financial Ofﬁcer: Executive Level Skills for Financial Managers • Define the CFO’s role in banking, financing, operational control, and incentive plans. • Know your part as Chief Ethics Officer, including development of corporate values and codes of conduct. • Discuss the Balanced Scorecard, benchmarking, and metrics for control. NOTE: Bring a calculator. FEATURING: John L. Daly, CPA, CMA, CPIM Level: Int. TREVOSE Oct. 13
Crowne Plaza Phila. Bucks County Course 687800BR
NEW! Corporate Financial Reporting: Presenting Understandable Financial Information • Design straightforward reports to be prepared, read, and used by non-accountants. • Get tactics for communicating financial messages. • Evaluate using output metrics for operating activities. FEATURING: Diane D. White, MBA, CPA, CMA Level: Int. HARRISBURG Oct. 28
Wildwood Conference Center Course 690200BR
HARRISBURG Oct. 13
Wildwood Conference Center Course 653600BR
How to Identify, Explain, and Present Pertinent Financial Information to Non-Accountants • Learn to help non-accountants understand and interpret financial information to enhance employee involvement and streamline operations. • Identify the numbers that determine an organization’s level of success, not just measure it. • Create high impact presentations, and feel more confident and comfortable making them. BONUS! Take home a workbook containing forms, schedules, and checklists. NOTE: Bring a calculator. FEATURING: Jack L. Park, CPA Level: Basic TREVOSE Aug. 25
Crowne Plaza Phila. Bucks County Course 246300BR
Legal Toolkit for Business Owners, Controllers, and CPAs • Gain insight into the legal environment of the business community and areas that can expose a business to liability. • Learn new technologies and business structures to protect assets from creditor’s claims. • Cover specific legal issues involved with employment, borrowing transactions, contracts, real estate, and intellectual property. FEATURING: Maury B. Reiter, CPA Level: Int. PHILADELPHIA Nov. 11
Credits: 8-Tax PICPA Education Center Course 346000BR
Management Negotiations and Tax Aspects of Buying and Selling a Business • Understand how to develop an offer price using discounted cash flow and alternate valuation methods, structuring techniques, and asset purchase agreements. • Recognize unique issues with LLCs, partnerships, and S corps, as well as the need for due diligence in acquisitions and the impact of §197 amortizable intangibles regulations. • Avoid tax pitfalls, address state tax issues, and discuss tax planning opportunities. FEATURING: Maury B. Reiter, CPA Level: Int.
HARRISBURG Oct. 20
Wildwood Conference Center Course 511100BR
MALVERN Nov. 17
Penn State Great Valley Course 511101BR
NEW! Only Financial Ofﬁcer 2.0: More Skills for Smaller Company Financial Managers • Use case studies to explore strategies for cost management and fraud protection. • Discuss tough ethical issues and what to do when talking fails. • Design efficient financial processes and create an environment of continuous improvement. NOTE: Bring a calculator. FEATURING: Diane D. White, MBA, CPA, CMA Level: Int. HARRISBURG Oct. 27
Wildwood Conference Center Course 689000BR
Targeting the Bottom Line: Taking the Guesswork Out of Financial Management • Learn techniques for turning difficult decisions into routine ones that will maximize profitability. • Look at ways to analyze relevant costs and benefits for alternative courses of action. • Obtain methods for determining product or service cost structures that yield target profits. PREREQUISITE: Experience in finance, operations, or accounting FEATURING: Francis X. Ryan, CPA Level: Int.
HARRISBURG Oct. 13
Wildwood Conference Center Course 657200BR
Advanced Forensic Techniques for Accountants • Learn to conduct direct, indirect, aggressive, and non-face-to-face interviews. • Develop an investigative plan, including staffing, specialists, and documentation review and management. • Use technology to identify fraudulent transactions and red flags, and get techniques for handling electronic evidence and public records during engagements. PREREQUISITE: Knowledge of and experience with forensic accounting techniques FEATURING: Glenn L. Helms, PhD, CPA, CISA, CIA Level: Advanced
PHILADELPHIA Oct. 14
PICPA Education Center Course 649700BR
MARS Nov. 11
Four Points by Sheraton Pgh. North Course 649701BR
This is the most exciting CPE class I have ever attended. I enjoyed every minute. It ended too soon.” Amber Halper, CPA GlaxoSmithKline
Auditing for Internal Fraud • Learn to focus analytical and substantive
tests on the fraud triangle – theft, concealment, and conversion – when evaluating internal controls. • Discover the latest prevention and detection programs, and investigative and interview techniques implemented by industry leaders. • Identify critical indicators of fraud schemes, gaps in internal controls, and SAS 99 recommendations for the auditor. FEATURING: Jeffrey Lieman, CPA Level: Int.
PHILADELPHIA Nov. 4
PICPA Education Center Course 623300BR
HARRISBURG Dec. 4
Wildwood Conference Center Course 623301BR
NEW! Auditing Real-World Frauds: A Practical Case Application Approach • Find out the auditor’s responsibilities for detecting fraud during a financial statement audit. • Review internal control best practices under SAS 99, COSO, and the Risk Assessment Standards. • Use case studies to explain common frauds such as theft of capital assets and personnel fraud. BONUS! Taught by course author! FEATURING: Lynda M. Dennis, CPA, CGFO Level: Int.
HERSHEY SUMMIT Hershey Lodge & Conv. Center Aug. 19 Course 687201BR PHILADELPHIA Dec. 16
PICPA Education Center Course 687202BR
Fraud & Ethics All of these Fraud & Ethics seminars qualify for continuing education credits for Certiﬁed Fraud Examiners (CFEs). NEW! Common Frauds and Internal Controls for Revenue, Purchasing, and Cash Receipts • Identify areas of the greatest risk and set-up internal controls to mitigate them. • Analyze risk management controls for effectiveness and the cost/benefit of correcting a control weakness. • Get control implementation ideas. BONUS! Taught by course author! FEATURING: Glenn L. Helms, PhD, CPA, CISA, CIA Level: Basic
TREVOSE Oct. 12
Crowne Plaza Phila. Bucks County Course 687700BR
MARS Nov. 9
Four Points by Sheraton Pgh. North Course 687701BR
HARRISBURG Dec. 2
Wildwood Conference Center Course 687702BR
Detecting Misappropriation Schemes familiar with signs of misappropriation of assets and analyze fraud schemes in cash, inventory, fixed assets, payroll, and disbursements. • Develop policies and procedures to prevent fraud and evaluate internal controls. • Learn to focus analytical and substantive tests on the flow of cash through the company, utilizing both financial and non-financial information. PREREQUISITE: Experience in accounting and auditing FEATURING: William C. Wagner, CPA • Become
Level: Int. ERIE Dec. 11
Ambassador Banquet & Conference Ctr. Course 651201BR
Forensic Accounting: Finding and Preventing Fraud • Discuss ways to prevent, detect, and investigate various types of frauds perpetrated. • Examine the role of the CPA as an expert witness, and careers in forensic accounting. • Learn interviewing techniques and how to use financial statement analysis in fraud assessment. NOTE: Bring a calculator. FEATURING: Jay Giannantonio, CPA, MBA, CIA Level: Int.
PHILADELPHIA Sept. 24
PICPA Education Center Course 670200BR
MARS Oct. 15
Four Points by Sheraton Pgh. North Course 670201BR
Forensic Accounting: Fraudulent Reporting and Concealed Assets • Examine internal controls and redesign them to prevent the misappropriation of assets. • Sharpen your forensic skills with the use of analytical tools and investigative techniques. • Become familiar with common accounting and fraud schemes such as fictitious sales, cost and expense shifting, lapping, intellectual property theft, and computer crime. PREREQUISITE: Experience in accounting and reporting FEATURING: Robert P. Brennan, MST, CPA, CFE Level: Int.
Forensics and Financial Fraud: Real World Issues & Answers • Learn to identify, assess, and handle key fraud exposure areas and risks. • Get practical ideas to help fully meet fraudhandling expectations and suggestions for responding to wrongdoing when discovered. • Build and maintain an anti-fraud environment with fraud deterrence and prevention plans. PREREQUISITE: Experience in accounting and reporting FEATURING: Jeffrey Lieman, CPA
TREVOSE Dec. 10
Crowne Plaza Phila. Bucks County Course 623200BR
MARS Dec. 15
Four Points by Sheraton Pgh. North Course 623201BR
HARRISBURG Dec. 17
Wildwood Conference Center Course 623202BR
BETHLEHEM Nov. 2
Best Western Lehigh Valley Hotel Course 644900BR
PHILADELPHIA Dec. 1
PICPA Education Center Course 644901BR
Fraud and the Financial Statement Audit: Auditor Responsibilities • Look at a risk assessment approach to detecting fraud and the conceptual framework to understand the characteristics of it. • Learn what communications must be made with audit team members and client personnel, and what documentation is required to evidence your consideration of fraud. • Receive guidance on applying the fraud standard in governments and not-for-profits. FEATURING: William C. Wagner, CPA Level: Basic MARS Dec. 10
A Fee: B
Four Points by Sheraton Pgh. North Course 638001BR
This instructor is very knowledgeable and very dynamic in his presentation. I enjoy his courses and will return.” Norm Reilly, CPA City of Philadelphia Free Library of Philadelphia
Fraud & Ethics Fraud in the Governmental and Not-for-Proﬁt Environments • Understand the auditor’s responsibility to detect fraud under SAS No. 99. • Review typical frauds committed in governments and not-for-profits. • Become familiar with common control weaknesses that can lead to fraud. PREREQUISITE: Knowledge of government and not-for-profit sectors BONUS! Receive a copy of SAS No. 99 (AU 316), Consideration of Fraud in a Financial Statement Audit. FEATURING: William H. Gorman Jr., CPA, CGFM or William C. Wagner, CPA Level: Int.
A Fee: B
HARRISBURG Oct. 16
Wildwood Conference Center Course 644200BR
BETHLEHEM Oct. 21
Best Western Lehigh Valley Hotel Course 644201BR
MALVERN Nov. 10
Penn State Great Valley Course 644202BR
Frequent Frauds Found in Governments and Not-for-Proﬁts • Recognize common frauds that damage government and not-for-profit organizations through case studies, including kickbacks in construction projects and fictitious pledges. • Define personnel fraud and get examples of it, and review overriding purchasing controls. • Understand fraudulent charging of expenses to grants and personal use of assets. PREREQUISITE: Knowledge of government and not-for-profit sectors BONUS! Receive a copy of SAS No. 99, Consideration of Fraud in a Financial Statement Audit. Taught by course author, Lynda Dennis, on Dec. 17! FEATURING: William C. Wagner, CPA or Lynda M. Dennis, CPA, CGFO Level: Int.
A Fee: B
WILLIAMSPORT Sept. 11
Quality Inn & Conference Center Course 664801BR
MALVERN Dec. 17
Penn State Great Valley Course 664802BR
Identifying Fraudulent Financial Transactions • Refocus analytical and substantive tests on financial and non-financial information to expose financial statement fraud. • Identify the red flags of fraud in financial information, and develop policies to prevent it. • Review recent cases and common fraud schemes in revenue, inventory, liabilities, and assets. PREREQUISITE: Experience in accounting and auditing FEATURING: Robert P. Brennan, MST, CPA, CFE Level: Int.
HARRISBURG Dec. 9
Wildwood Conference Center Course 637500BR
TREVOSE Dec. 11
Crowne Plaza Phila. Bucks County Course 637501BR
Internal Control Essentials for Financial Managers, Accountants, and Auditors • Review fundamental components and principles from the COSO Integrated Framework and Small Business Tools reports. • Compare management and auditor responsibilities for system documentation and the detection of errors and fraud. • Identify key control weaknesses and how to estimate the cost/benefit of remedying one. FEATURING: Jeffrey Lieman, CPA Level: Basic
WYOMISSING Dec. 14
The Inn at Reading Course 658000BR
PHILADELPHIA Dec. 15
PICPA Education Center Course 658001BR
HARRISBURG Dec. 3
Wildwood Conference Center Course 650600BR
MARS Aug. 13
Four Points by Sheraton Pgh. North Course 651900BR
MALVERN Sept. 23
Penn State Great Valley Course 651901BR
Real World Business Ethics: How Will You React? • Explore ethical issues from actual proceedings, including SEC enforcement proceedings, that were resolved both in favor of and against accounting and auditing professionals. • Adopt a proactive, risk-avoidance stance by sidestepping pitfalls and taking alternative courses of action. • Hear about ethical concerns in reporting and disclosure areas. PREREQUISITE: Experience in financial reporting FEATURING: Francis X. Ryan, CPA Level: Int.
Internal Controls and IT: Reliable Reporting and Fraud Prevention • Examine key auditing standards and issues, conceptual frameworks, and IT infrastructures of small to medium private company computer systems. • Get an overview of business-to-business e-commerce including preventing fraud. • Look at auditing in an electronic environment with emphasis on defining evidence, testing IT controls, and documentation. PREREQUISITE: Prior auditing experience and familiarity with COSO FEATURING: Glenn L. Helms, PhD, CPA, CISA, CIA Level: Int.
Internal Controls for Small Business Accounting Systems • Get tools to design, implement, and monitor an effective internal control structure in a small business environment. • Understand small business control deficiencies and their impact, as well as why traditional internal control concepts are not effective. • Discuss the importance of alternative controls, and effective computer system controls. FEATURING: Robert H. Spencer, PhD or Lawrence A. McClelland, MBA, JD
HARRISBURG Oct. 14
Wildwood Conference Center Course 638300BR
TREVOSE Oct. 16
Crowne Plaza Phila. Bucks County Course 638301BR
Tech Tools for Preventing and Detecting Fraud • Discuss how frauds are committed and the implementation of prevention and detection programs. • Learn more effective means for reducing fraud losses and the associated business risks. • Determine the cost of fraud, who is committing it, and the nature of occupational fraud. FEATURING: Thomas G. Stephens Jr., CPA Level: Int.
TREVOSE Oct. 27
Crowne Plaza Phila. Bucks County Course 658700BR
HARRISBURG Oct. 29
Wildwood Conference Center Course 658701BR
Leadership & Personal Development Dealing with Difﬁcult People • Get proven strategies to minimize the impact
of difficult people. • Learn how to manage several different types
of difficult people, from “complainers” to “know-it-alls.” • Understand conflict styles and resolving differences. NOTE: Plan to attend the first course in the two-part Stressbuster Series, Stress Management, on Aug. 26 in Harrisburg. FEATURING: Terry Welford Level: Int. MALVERN Dec. 1
Penn State Great Valley Course 643800BR
Effective Presentations • Learn techniques for planning, organizing, and delivering results-oriented messages in situations from informal discussions to formal presentations. • Raise your confidence and strengthen your skills in presenting your thoughts. • Determine your audience’s needs and formulate a clear objective for your presentation. FEATURING: Terry Welford Level: Int. TREVOSE Nov. 3
Crowne Plaza Phila. Bucks County Course 680300BR
Effective Writing for CPAs: Simplify the Process; Simplify the Product; Manage E-Mail • Get practical tips to communicate clearly on paper or in e-mail and overcome procrastination. • Eliminate useless, stuffy, and lifeless words for brevity and simplicity. • Review the 12 best practices for handling e-mail. FEATURING: Frank Sanitate Level: Basic PHILADELPHIA Oct. 15
Credits: 8-Other PICPA Education Center Course 668100BR
Get Extraordinary Performance from People • Coach others to bring out their best and deliver recognition effectively. • Provide constructive feedback when performance is off-track. • Create a positive, high-energy climate that fosters high performance. FEATURING: Terry Welford Level: Int.
problems, make difficult decisions, and communicate more effectively. • Discuss paradigms of thinking, how we get “boxed in,” and how to break out of the box. • Learn three breakthrough techniques in conflict resolution and counseling. FEATURING: Frank Sanitate Level: Basic
MALVERN Oct. 12
Penn State Great Valley Course 639900BR
HARRISBURG Oct. 19
Wildwood Conference Center Course 680000BR
HARRISBURG Oct. 28
Wildwood Conference Center Course 639901BR
CRANBERRY Oct. 22
Regional Learning Alliance Course 680001BR
NEW! How to Have a Saner and More Proﬁtable Tax Season • Better manage client and staff expectations, and phone and walk-in interruptions. • Engage in proactive client and staff communication, as well as staff training. • Learn your limitations, including juggling work hours, client load, and scheduling to meet your needs. FEATURING: Frank Sanitate Level: Basic HARRISBURG Oct. 20
Wildwood Conference Center Course 688500BR
Stress Management • Improve your well being and work perfor-
mance by learning the key components of stress management. • Identify your stress triggers. • Change your response to stress by using stress reduction strategies such as assertiveness, worry control, time management, and humor. NOTE: Plan to attend the second course in the two-part Stressbuster Series, Dealing with Difficult People, on Dec. 1 in Malvern. FEATURING: Terry Welford Level: Basic
Managing Change • Explore negative and positive perceptions of change, and the human response to it. • Learn how to present change to others and deal with change resistance. • Develop resilience that will enable to you manage change and help others deal with it. FEATURING: Terry Welford Level: Int. TREVOSE Nov. 23
Crowne Plaza Phila. Bucks County Course 656300BR
Managing Conﬂict • Examine your approach to conflict
and how to address it constructively based on that. • Understand how to harness the energy of conflict to produce positive results and arrive at collaborative solutions. • Discover how to improve your work relationships. FEATURING: Terry Welford Level: Int. TREVOSE Oct. 14
Problem Solving and Creative Thinking • Explore techniques to resolve difficult
Crowne Plaza Phila. Bucks County Course 665900BR
HARRISBURG Aug. 26
Wildwood Conference Center Course 634300BR
Time Mastery for CPAs: Over 100 Ways to Maximize Your Productivity and Satisfaction • Create balance between your work and personal life, and convert intentions into action. • Overcome barriers to delegating and using time-saving technology like a task management system. • Become accountable for your time and work on what counts rather than what comes up. FEATURING: Frank Sanitate Level: Basic
MALVERN Oct. 16
Penn State Great Valley Course 668200BR
MARS Oct. 23
Four Points by Sheraton Pgh. North Course 668201BR
Technology All of these courses are taught by the technology experts at K2 Enterprises. Many courses are a live demonstration and discussion workshop format; leave your laptop at home. • Create, manipulate, and customize charts
• Learn techniques to prepare more
and other functions for analyzing and communicating information. • Learn to protect documents using password encryption or Information Rights Management (IRM). • Remove hidden metadata from documents before distribution, and digitally sign and restrict changes to workbooks. PREREQUISITE: Experienced Excel user FEATURING: Lawrence A. McClelland, MBA, JD
accurate reports, and efficiently analyze and communicate extracted data. • Customize your work by modifying default workbook and worksheet templates. • Use Custom Views and the Report Manager to automate report printing. PREREQUISITE: Good working knowledge of Excel FEATURING: Thomas G. Stephens Jr., CPA
NEW! Outlook for Accountants: Get Organized Today! • Explore advanced organization techniques for managing personal information and searching for specific information. • Understand how the use of categories can help manage messages, contacts, and the calendar. • Learn to assign tasks and manage tasks assigned to others. FEATURING: Robert H. Spencer, PhD
Level: Advanced WILLIAMSPORT Aug. 24 CRANBERRY Sept. 24
Excel Financial Reporting and Analysis
Holiday Inn Downtown Course 624002BR
TREVOSE Oct. 26
Crowne Plaza Phila. Bucks County Course 658402BR
improve your productivity. • Create, manage, and use defined names to
Budgeting, Forecasting, and Business Analytics • Discuss data warehouses, data mining, business intelligence, EVA analysis, and balanced scorecards. • Improve the information retrieval process using ODBC to manage business more effectively. • Review leading budgeting industry products for analysis and reporting, as well as budgeting and forecasting applications. PREREQUISITE: Basic Windows and Excel understanding FEATURING: Lawrence A. McClelland, MBA, JD or Judith E. Borsher, CPA, MBA, CITP Level: Int.
simplify formulas. • Understand how to use Auto-Fill to
populate a column, copy formulas, or enter custom headings. FEATURING: Lawrence A. McClelland, MBA, JD or Judith E. Borsher, CPA, MBA, CITP Level: Int.
HARRISBURG Aug. 26
Wildwood Conference Center Course 245401BR
MALVERN Sept. 22
Penn State Great Valley Course 245402BR
BREINIGSVILLE Sept. 24
Holiday Inn Conference Center Course 245403BR
Microsoft Access for Accountants reports, forms, and simple databases.
HARRISBURG Aug. 27
Wildwood Conference Center Course 658301BR
• Use Excel and Access together to create
BREINIGSVILLE Sept. 23
Holiday Inn Conference Center Course 658302BR
• Understand how to design forms to improve
MARS Sept. 25
Four Points by Sheraton Pgh. North Course 658303BR
FEATURING: Judith E. Borsher, CPA, MBA, CITP
solutions that produce results. the accuracy and efficiency of data entry.
PHILADELPHIA Oct. 12
Credits: 8-Other PICPA Education Center Course 651801BR
PICPA Education Center Course 685201BR
• Cover the top issues accountants face with
QuickBooks 2009, get tips for handling them, and find resources to deal with dayto-day questions. • Understand how to set up a new company, configure and customize preferences, and enable system security and password protection features. • Learn about locking down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and data backup. FEATURING: Thomas G. Stephens Jr., CPA Level: Int.
• Become familiar with tables, queries,
QuickBooks for Accountants
Excel for Accountants • Gather tips and advanced techniques to
Regional Learning Alliance Course 624003BR
PHILADELPHIA Oct. 13
HARRISBURG Oct. 28
Wildwood Conference Center Course 613401BR
NEW! Security for Accountants: New Legal Requirements and Practical Solutions • See why internal controls are necessary for information security success, and identify cost-effective solutions to protect data and minimize risk. • Review the legal requirements for securing information, including SOX, HIPAA, Security Breach Notification Laws, and Pennsylvania’s laws for security of confidential information. • Learn how to secure laptops, handheld devices, thumb drives, and remote connections for those who travel or work from home. FEATURING: Lawrence A. McClelland, MBA, JD Level: Int. WILLIAMSPORT Aug. 25
Holiday Inn Downtown Course 688602BR
Save the Date
Conference for Corporate CPAs May 13 | Sheraton Harrisburg Hershey Hotel Join us and discover what many of your peers deemed the CPE highlight of their year. This year, PICPA and the Business & Industry Committee introduced the Conference for Corporate CPAs. The conference provided nearly 100 financial managers, CEOs, CFOs, COOs, and controllers in the private sector with updates on current issues, strategies to lead their organizations, and exposure to others experiencing similar challenges and changes in an educational setting.
Here’s what a few conference attendees had to say about it:
The topics provided give pertinent and timely information in various areas that impact corporate CPAs. It armed me with new information and issues on the horizon.”
Great exposure to new ideas.” Lawrence A. Reinfeld
We should all be able to do our job better as a result of this conference!” David Herbert
Interested in sharing your knowledge? Join the committee that plans this conference. More information on volunteering can be found on page 3.
Fall Conferences in Your Niche
Every year, PICPA hosts conferences that relate to specialized areas of the accounting profession. Many are industry-specific and can help you enhance your role as a corporate CPA. Financial Institutions Conference Sept. 14-15 | Hershey Lodge & Convention Center, Hershey | Course 708600BR TOPICS INCLUDE: Pennsylvania Economic Forecast • Banking Crisis Effects • Bank Executives Update • Technology Issues • Regulatory Update • Fraud, Forensics, and Ethics LEVEL: Update | CREDITS: 16-Mixed | FEE: H
Technology Conference Sept. 16 | Penn State Great Valley, Malvern | Course 335300BR Sept. 17 | Regional Learning Alliance, Cranberry | Course 335301BR TOPICS INCLUDE: Data Security • Creating and Managing PDF Forms •
Analyzing Data with Excel PivotTables LEVEL: Update | CREDITS: 8-Other | FEE: Q
Construction Industry Conference Oct. 21 | Penn State Great Valley, Malvern |Course 703400BR Oct. 22 | Regional Learning Alliance, Cranberry |Course 703401BR TOPICS INCLUDE: Sustainable Development • Overhead Recovery • Job Management and Scheduling • Economic Outlook • Tax Update • Building Information Modeling (BIM) FEATURING: Charles Vander Kooi, construction industry expert, author, and nationally know professional speaker LEVEL: Update | CREDITS: 8-Mixed | FEE: Q
Multistate Tax Conference Oct. 27 | Pittsburgh Airport Marriott, Coraopolis |Course 541200BR Oct. 28 | Penn State Great Valley, Malvern |Course 541201BR TOPICS INCLUDE: Current Tax Developments • State Administrators Update • Q&A with the State Administrators • Multistate Sales Tax LEVEL: Update | CREDITS: 8-Tax | FEE: R
Business Valuation Conference Nov. 2 | Holiday Inn Harrisburg East, Harrisburg |Course 680700BR TOPICS INCLUDE: Valuing S Corps and Related Pass-Through Taxation
Issues • Update on Fair Value • Valuation Case Update • Recent Legal Developments in Pennsylvania LEVEL: Update | CREDITS: 8-Mixed | FEE: Q
Save these Dates for 2010 Employee Benefit Plans Conference May 3-4 | Lancaster County Convention Center, Lancaster Conference for Corporate CPAs May 13 | Sheraton Harrisburg Hershey Hotel, Harrisburg
Forensic & Litigation Services Conference Nov. 10 | Dolce Valley Forge, King of Prussia |Course 232300BR TOPICS INCLUDE: Hot Topics in Pennsylvania Fraud • Ponzi Schemes •
Web 2.0 and Social Networks • Dos & Don’ts of Testifying LEVEL: Update | CREDITS: 8-Mixed | FEE: Q
School District Conference June 3 | Regional Learning Alliance, Cranberry June 10 | Penn State Great Valley, Malvern
Health Care Conference June 7-9 | Sheraton Harrisburg Hershey Hotel, Harrisburg
Update • Actuarial Update • Statutory Accounting Update • Identity Theft and Fraud • Enterprise Risk Management • Federal Tax Update • Health Care Industry Trends • SEC Update • Rating Agency Update • Economic Update LEVEL: Update | CREDITS: 16-Mixed | FEE: H
Not-for-Profit Conference June 14-15 | Sheraton Harrisburg Hershey Hotel, Harrisburg Local Government Conference July 12-13 | Hershey Lodge & Convention Center, Hershey
Nov. 16-17 | Penn State Great Valley, Malvern | Course 709100BR TOPICS INCLUDE: IASB and GAAP • Litigation Trends • Reinsurance
Check www.picpa.org for full conference details.
Business & Industry NON-PROFIT
Fall CPE Guide
Maintain Your Competitive Edge with Strategies for CPAs in Business & Industry
Learn More, Spend Less ClassPass Offers Two Ways to Save on Education For Individuals: ClassPass Cards A card is your personal pass to a year of unlimited professional education, including full and partial day seminars, PICPA-created webinars, and certain chapter-developed CPE programs. Pay one price and gain access to more than 350 programs to enhance your level of professional competence. Sign up for conferences at a discounted rate.
For Organizations: ClassPass Coupons Purchase coupons in quantities that meet your organizationâ€™s needs; choose from books of 5, 12, 18, 24, or 36 for the most savings. Each coupon is good for one qualifying 8-hour session including seminars and conferences. Send one team member to several programs or several team members to one program.
ClassPass cards and coupons are valid May 1, 2009 through April 30, 2010.
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