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2009

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 organization’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 education@picpa.org Professional Education Fax (215) 496-9712

Main Phone (888) 272-2001 or (215) 496-9272 Main Fax (215) 496-9212 E-mail info@picpa.org

Web www.picpa.org


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

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Study the Playbook with Reliable Resources PICPA’s resources provide you with strategies and tips to be your organization’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.

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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.

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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

Level: Int.

Level: Int.

TREVOSE Dec. 21

4

Credits: 8-A&A

Fee: A

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

Credits: 8-A&A

Fee: A

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

Credits: 8-A&A

KING OF PRUSSIA Crowne Plaza Valley Forge Dec. 31 Course 630203BR

Fee: A

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

Credits: 8-A&A

Fee: B

Level: Int.

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

Credits: 8-Other

A

Fee: B

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

Credits: 8-Other

A

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

Fee: T

Wildwood Conference Center Course 689400BR

Credits: 8-Other

A

Fee: B

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

Credits: 8-Other

Fee: B

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

Credits: 8-Other

A

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.

Credits: 8-Other

A

Fee: T

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.

Credits: 8-A&A

Fee: B

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.

Credits: 8-Other

A

Fee: B

HARRISBURG Sept. 29

Wildwood Conference Center Course 680200BR

MALVERN Oct. 27

Penn State Great Valley Course 680201BR

Fee: B

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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

Credits: 8-A&A

Fee: B

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

Level: Update

Credits: 8-A&A

A

Fee: B

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

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Credits: 8-Other

A

Penn State Great Valley Course 665400BR

Fee: B

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

Credits: 8-Tax

A

Fee: B

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

Level: Basic

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

Credits: 2-A&A/6-Other

Fee: B

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

Credits: 8-A&A

Fee: B

Wildwood Conference Center Course 690200BR

HARRISBURG Oct. 13

Credits: 8-Other

Fee: B

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

Credits: 8-Other

Fee: B

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

Fee: A


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.

Credits: 8-Tax

Fee: B

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

Credits: 2-A&A/6-Other

Fee: B

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.

Credits: 8-Other

HARRISBURG Oct. 13

A

Fee: B

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

Credits: 8-A&A

A

Fee: B

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.

Credits: 8-A&A

A

Fee: A

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.

Credits: 8-A&A

A

HERSHEY SUMMIT Hershey Lodge & Conv. Center Aug. 19 Course 687201BR PHILADELPHIA Dec. 16

PICPA Education Center Course 687202BR

Fee: T


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

Credits: 8-A&A

A

Fee: T

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

Credits: 8-A&A

A

Fee: B

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.

Credits: 8-A&A

Fee: B

PHILADELPHIA Sept. 24

PICPA Education Center Course 670200BR

MARS Oct. 15

Four Points by Sheraton Pgh. North Course 670201BR

Level: Int.

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.

Credits: 8-A&A

A

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

Fee: A

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

Credits: 8-A&A

A

Fee: A

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

Credits: 8-A&A

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.

Credits: 8-A&A

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.

Credits: 8-A&A

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.

Credits: 8-A&A

A

Fee: A

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

Credits: 8-A&A

A

WYOMISSING Dec. 14

The Inn at Reading Course 658000BR

PHILADELPHIA Dec. 15

PICPA Education Center Course 658001BR

Fee: B

HARRISBURG Dec. 3

Credits: 8-A&A

A

Level: Int.

Fee: B

Wildwood Conference Center Course 650600BR

Credits: 8-A&A

Fee: T

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

Credits: 8-A&A

A

Fee: B

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.

Credits: 8-A&A

Fee: T

TREVOSE Oct. 27

Crowne Plaza Phila. Bucks County Course 658700BR

HARRISBURG Oct. 29

Wildwood Conference Center Course 658701BR

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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

Credits: 8-Other

Fee: T

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

Credits: 8-Other

Fee: T

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.

Fee: T

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

Credits: 8-Other

Fee: T

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

Credits: 8-Other

Fee: T

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

Credits: 8-Other

Fee: T

Crowne Plaza Phila. Bucks County Course 656300BR

Fee: T

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

10

Credits: 8-Other

Problem Solving and Creative Thinking • Explore techniques to resolve difficult

Credits: 8-Other

Fee: T

Crowne Plaza Phila. Bucks County Course 665900BR

HARRISBURG Aug. 26

Credits: 8-Other

Fee: T

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

Credits: 8-Other

Fee: T

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

Advanced Excel

• 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

Level: Int.

Level: Advanced WILLIAMSPORT Aug. 24 CRANBERRY Sept. 24

Credits: 8-Other

Excel Financial Reporting and Analysis

Fee: T

Holiday Inn Downtown Course 624002BR

TREVOSE Oct. 26

Credits: 4-A&A/4-Other

Fee: T

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.

Credits: 4-A&A/4-Other

Fee: T

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.

Credits: 8-Other

Fee: T

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

Fee: T

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,

Level: Int.

Credits: 8-Other

QuickBooks for Accountants

Excel for Accountants • Gather tips and advanced techniques to

Regional Learning Alliance Course 624003BR

PHILADELPHIA Oct. 13

Fee: T

HARRISBURG Oct. 28

Credits: 4-A&A/4-Other

Fee: T

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

Credits: 8-Other

Fee: T

Holiday Inn Downtown Course 688602BR

11


2010

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

Gerald McKim

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.


2009

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

Insurance Conference

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.


2009

Business & Industry NON-PROFIT

Fall CPE Guide

Indicia

www.picpa.org

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 organization’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.

Don’t pay full price again! Order your ClassPass today at www.picpa.org or on the registration form in this guide.

2009 Business & Industry Fall CPE Guide  

Maintain Your Competive Edge with Strategies for CPAs in Business & Industry

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