Washington Professional Education Catalog 2011-2012
INSIDE Member Resource Guide..............3 Education and Event Listing...........6 Webcasts and Webinars.............. 15 Curriculum Index......................... 20 Registration Form......................... 21
Busy?
You need options. Look inside for hundreds of CPE options
webcasts & webinars Choose from 250+ courses............ 15 Partners...................... 13
member discounts
Members save $75 on each 8-hour CPE program! Other CPE discounts include:
Season Ticket.........................................7 Self Study Subscriptions .....................9
seminars seminars Hundreds of seminars............. 6 Exciting new programs Wide variety of topics Locations around the state
self study WA Pros.......................9 Pass Online................ 13 Surgent McCoy......... 13 Partners...................... 13
conferences New conferences...............................................11 June 2 Women’s Leadership Summit June 3 Emerging Leaders Conference Oct 21 Accounting & Auditing Conference Nov 7-9 Pacific Tax Institute
Local and national experts
www.wscpa.org
Learn more at www.wscpa.org
member resource guide
WSCPA: Your Profession. Your Future. Your Advocate.
Welcome! I am pleased to present the Washington Professional Education Catalog for 2011-2012. Be sure to browse the education options available to you, including 600 seminars, conferences, webcasts and webinars. Along with a variety of live CPE programs, the Society also offers self-study options.You will find a combination of continuing education to meet your individual need. The Society is pleased to present over 100 new live courses and four new conferences. Plus, share your member discount with any of your non-CPA staff or work associates. And coming soon, Saturday and evening webcasts. My goal is to provide you with a one stop shop for your education needs and to offer programs where and when you need them. If you don’t find what you are looking for, please call the Society and a Member Services Representative will be glad to assist you in finding the right course.
The 2011-2012 Washington Professional Education Catalog includes a comprehensive list of education opportunities from May 2011-May 2012, including more than 250 webcasts and webinars designed for CPAs. The Member Resource Guide (pages 3-5) highlights some of the services, benefits and opportunities available to WSCPA members. Explore and take advantage of the exclusive member savings and benefits mentioned on the next few pages and also listed online at www.wscpa.org. To learn more, call (425) 644-4800 or (800) 272-8273 (toll-free in Washington) or visit www.wscpa.org.
Important Reminders
I wish you the best,
If your CPA license expires: q Take 120 hours of CPE by: q Including 4 hours of Board approved ethics q Limited to 24 nontechnical hours q Make sure the State Board has your e-mail address. License renewal information is sent electronically. q File and pay fee to renew your license by: q Your license will lapse if you do not renew or retire your license by:
Hayden Williams, CPA WSCPA Director of Education
During the last 11 years, I cannot count how many times I have been asked, “Why should I be a WSCPA member?” My response? Every CPA has their own reason to join, though a majority of members view membership as a worthwhile investment. The ROI can be substantial; if you take WSCPA continuing education you will save money—the more you take, the more you save. Many members also take advantage of the Society’s affinity partner discounts. Your membership ties you to an exclusive community. Only 14,000 people in Washington hold the CPA designation, one of the most highly regarded credentials in the nation. Society members, along with an advocacy team, monitor proposed laws and regulations that affect how you do business. Members share and grow their knowledge in niche areas of expertise. The WSCPA unites these professionals, and keeps all members informed. Why should you be a member? Savings, professional pride, resources, community, working together for a better tomorrow…or a combination… Regardless of why you decided to join the WSCPA, thank you for your membership. Kimberly Scott, CAE WSCPA Director of Member Services
Did you know?
June 30, 2013 Dec. 31, 2012
Move recently? Are you planning to move?
q Update your address with the State Board within 30 days. Dec. 31, 2011
Dec. 31, 2012
use this form
ç
April 30, 2012
April 30, 2013
June 30, 2012
June 30, 2013
Go to Secure Access Washington: https://secureaccess. wa.gov/wboa/cpaonline/ Protected/home.aspx. You must log in. If you have not registered with SAW, see instructions under Online CPA License Renewal for a link with instructions.
Board Approved Ethics Courses You must select from a drop-down list of approved ethics courses when you renew your CPA license. View the list of approved courses here: www.cpaboard.wa.gov/CertificateLicense/ approved_ethics_courses.shtml View approved ethics courses offered by WSCPA here: www.wscpa.org/Content/ethics.aspx
Questions about license renewal?
June 30, 2012 Dec. 31, 2011
Contact the Washington State Board of Accountancy:
Tel (360) 753-2586 Fax (360) 664-9190 E-mail customerservice@cpaboard.wa.gov Website www.cpaboard.wa.gov
Online CPA License Renewal You must renew and complete CPE certification online at www.cpaboard.wa.gov. View step-by-step instructions for renewing your license: www.cpaboard.wa.gov/files/Detailed_Instructions_w-pics.pdf
License Lapse & Fees
You will be subject to fees and your license may lapse if you do not meet the above deadlines and requirements.
Update Your WSCPA Profile When you move or change employers or if your e-mail or telephone number changes, update your profile at www.wscpa.org or call (425) 644-4800. While you’re updating this information, please update your fields of interest and member segment preferences. Washington Professional Education Catalog
3
Learn more at www.wscpa.org
Member Resource guide
Use these pages to explore exclusive
Career resources - Jobs, resumes, workshops
member benefits that may be of interest
Whether you are looking for a job or need to hire a CPA, turn to the Career Center at www.wscpa.org. Employers can post a position, while job seekers can browse job openings, post a resume (free and for members only) and get a free salary analysis. Take advantage of free Career Workshops taught by a former corporate recruiter. Register at www.wscpa.org (search “CW” in the CPE/Event Catalog).
to you or your business. To learn more about these and other benefits, please visit www.wscpa.org, call (425) 644-4800 or (800) 272-8273 (toll-free in WA), or
Many of the events behind daily news headlines have the potential to fundamentally change the CPA profession and your job.
Social Media
The WSCPA Advocacy Center (online at www.wscpa.org) will help you keep track of proposed changes to laws and regulations, contact legislators, and be an active Grassroots Volunteer.
Follow the WSCPA
Member discussions News alerts Discounts Event updates
Find direct links to the WSCPA sites on Facebook, LinkedIn and Twitter at www.wscpa.org
Member events
YOUR ADVOCATE
WSCPA members are invited to attend the annual Golf Tournament (May 16), New Professionals and Happy Hour networking events around the Puget Sound and Spokane. Learn more and register at www.wscpa.org (search “NP” or “HH” in the CPE/Event Catalog).
MAKE A SMART CAREER MOVE Join a Committee Why should you join a WSCPA committee? Committee members enjoy interacting and building relationships with CPA colleagues; improving their skills and exchanging information. Join today at www.wscpa.org (WSCPA Community > Committees) or contact the Society. Connect with CPAs in Your Chapter Area Looking for a way to network with CPAs in your community while earning CPE? Attend your local chapter meeting. Learn more about chapters at www.wscpa.org (WSCPA Community > Chapters).
WSCPA.org - Essential ONLINE tools for members • Keep track of your CPE credits with the CPE Status gadget. Print your CPE transcripts. • Register by using the CPE/Event Catalog or the Event Calendar in the Education section. • Find your CPE Records, and quick links to your chapter, committees, and more on your MyWSCPA page. • Connect with other members in the Community section. Find and register for member events, join a committee or learn about your chapter’s next meeting. Also, support the Washington CPA Foundation and the CPAPAC. 4
Washington Professional Education Catalog
Puget Sound Events
Want to build your network?
Free Federal Tax podcasts
e-mail memberservices@wscpa.org.
May 18 June 16 July 21 Aug 10 Sep 15 Oct 27 Nov 16
Kickoff Event, Daniel’s Broiler, Bellevue Wine Tasting, Patterson Cellars, Seattle Horse Races, Emerald Downs, Auburn Argosy Cruise, Pier 55, Seattle Trivia Night, Rock Bottom, Bellevue Scavenger Hunt, Hard Rock Cafe, Seattle Bowling, Garage, Seattle
SPOKANE Events Oct 20
Casino Night, Hampton Inn, Spokane
CELEBRATE NEW CLIENTS
We “tweet” your firm! Increase your business and let the WSCPA do the advertising for you.
CPA Referral Service
The CPA Referral Service is the smart and cost effective way (only $175) to promote your firm to the public.
Enroll today online at www.wscpa.org (click Find a CPA).
Get up-to-date news on federal tax legislation, court cases and other developments with a weekly “Federal Tax Update” podcast. Become more informed in federal tax legislation with this valuable resource at www.wscpa.org (Education > Free Podcasts). WSCPA members volunteer expertise and time to increase the level of financial literacy in local communities by visiting high schools and elementary schools, and working with non-profits teaching classes to adults. Get involved! Learn more at www.wscpa.org. Become a Financial Literacy Volunteer
Learn more at www.wscpa.org
member resource guide
Put some money back in your wallet.
Take advantage of your WSCPA members-only discounts this year. The money you save could more than pay for your membership. For the latest information on discounts, which are added throughout the year, visit www.wscpa.org. Note: Affinity programs may change. Stay current on the latest professional developments Financial Statement Review CPE Discounts Save up to $75 on an eight-hour class.
Free confidential comments on your financial statement format, presentation, and other professional issues. www.wscpa.org | (800) 272-8273
www.wscpa.org | (800) 272-8273
Free Podcasts
Conferences
Get up-to-date news on federal tax legislation and court cases. www.wscpa.org (Education > Free Podcasts)
Season Ticket
Take up to 80 hours of CPE from June 1, 2011 to May 31, 2012 for as little as $164.50 per 8 hour course. www.wscpa.org | (800) 272-8273 (Education > Season Ticket)
WA Pros
Discounts on annual online CPE self-study subscriptions with access to hundreds of courses. www.wscpa.org/selfstudy (800) 272-8273
CPE Status Tool
Thirteen annual conferences feature niche content, high level instructors, and offer discounted pricing for members. Eight, 16 or 20 CPE credits per conference. www.wscpa.org/conferences
This free online system keeps track of your CPE, no matter where you get the credits. Creates one CPE report for license renewal. www.wscpa.org (Education > My Transcripts)
Health, dental, disability and life benefits for employers and individuals. Plus, HR services for employers. www.emspring.com (877) 550-0088
Save on Disability and Long Term Care insurance.
Save on self-study courses. www.wscpa.org/selfstudy
Protect your business and your family
A liability insurance provider with superior loss prevention services, hotlines, pre-claim assistance and more. www.camico.com | (800) 652-1772
Get protection with coverage on Directors & Officers, Fiduciary and Employment Practices liability insurance.
www.pacificadvisors.net (877) 455-9580
(206) 695-3129
Market yourself or your business WSCPA Career Center
Job listings, Career Workshops, salary calculators, resume listings and more to help you find a job or your nextemployee. www.wscpa.org | (800) 272-8273
Find a CPA Referral Service Boost your client base by joining the CPA Referral Service. www.wscpa.org | (800) 272-8273
Networking
Make professional connections with other WSCPA members at networking and happy hour events, chapter and committee meetings. Join the WSCPA group on LinkedIn and follow the WSCPA on Facebook. www.wscpa.org | (800) 272-8273
Save money on services needed to conduct everyday business
Save up to 30% on 175 CCH tax and accounting titles http://cchgroup.com/members/wscpa Discount code:Y5596
Save on payroll processing, HR and other services. (425) 235-1112 http://accounting.paychex.com/wscpa
Save up to 30% on shipping services. www.savewithups.com/enroll Promo code PAC299
Save up to 25% on copying/printing. www.wscpa.org | (800) 272-8273
Save up to 35% on select office supplies. www.wscpa.org | (800) 272-8273
Save up to 40% on Canon copiers. www.ebmco.com | (866) 707-9111
Save on IT support. Free server monitoring and desktop management with support purchase. www.isoutsource.com | sales@isoutsource.com | (206) 374-0251, Ext. 2 Mention discount code WSCPA in your inquiry.
Save 2% on hardware/software available through Office Depot. http://statemember.techdepot.com
Low pricing on audio and Web conferencing. Call to enroll (800) 636-2377
Pass the CPA exam or help your staff pass the CPA exam Save up to $300, no enrollment deadline, and free PassMaster software. www.beckercpa.com | (800) CPA-EXAM
Save 15% on CPA Exam review courses www.rigos.net | (206) 624-0716
$696.50 for full CPA Exam review (software, reference books, simulations, simulated exams) www.eammatrix.com/wa-cpa (800) 272-7277
Pay only $1,545 for all parts. Live, online or USB formats. www.rogercpareview.com/partners/societies
Save up to 30% on CPA Exam review. www.schweser.com/portal Portal code WASOCCPA
Save 30% on self study review courses. www.yaegercpareview.com | (301) 874-4900 Full review code WSCPA Individual review code WSCPA1
Save 30%-40% on self study tools to help you pass the CPA exam. For the discount code and prices visit www.discovercpa.org/ discovercpa/exams/cpa.cfm. AICPA Professional Ethics Exam Save on the ethics exam required to obtain an initial CPA license in WA. www.discovercpa.org (Exams > Ethics Exam)
Washington Professional Education Catalog
5
Register at www.wscpa.org or page 21
Education and event listing
Fees
WSCPA Education & eventS scheduled for May
2011-May 2012 are included in this catalog, chronologically by location. New programs are added throughout the year. For the latest schedule and complete course details, visit the CPE/ Event Catalog at www.wscpa.org.
Date
CPE Credits
#
Bellevue
Page 6
Code
WSCPA NonAICPA Member Member Member Fee Fee Discount
Facility
Subject
Horse Races - New Professionals Networking Event, 6-8:30 pm
NP02
20
20
0
Emerald Downs
PD
Type
For more details, search by code at www.wscpa.org/cpe
Auburn Jul 21
0
S
Bellevue May 2
8
Introduction to Microsoft PowerPoint, 8 am-4 pm
COMPP5
230
305
0
WSCPA
Tech
May 3
8
Charting with Excel, 8 am-4 pm
COMEX21
230
305
0
WSCPA
Tech
May 4
8
PC Trouble Shooting & Maintenance, 8 am-4 pm
COMPC3
230
305
0
WSCPA
Tech
May 9
8
Introduction to Visio, 8 am-4 pm
COMVI3
230
305
0
WSCPA
Tech
May 10
8
Using Outlook as a Personal Information Manager, 8 am-4 pm
COMOU3
230
305
0
WSCPA
Tech
May 11
8
May 11
0
May 16
Word Tips Tricks & Techniques, 8 am-4 pm
COMWO4
230
305
0
WSCPA
Tech
Career Workshop: Resumes Top to Bottom, 12 pm-1:30 pm
CW10
0
0
0
WSCPA
PD
8
Introduction to SQL, 8 am-4 pm
COMSQ3
230
305
0
WSCPA
Tech
May 17
8
Crystal Reports Introduction, 8 am-4 pm
COMCR5
230
305
0
WSCPA
Tech
May 17
8
FASB Review and Update: Common GAAP Issues Impacting All CPAs, 8 am-4 pm
FRU
265
340
-30
WSCPA
A&A
May 18
8
May 18
0
May 19
Location
Course
May 23
8
May 23
8
May 24
8
May 24
8
May 25
S
Cash Flow Statement: Preparation, Presentation and Use, 8 am-4 pm
FCFS2
265
340
-30
WSCPA
A&A
S
Kickoff Reception - New Professionals Networking Event, 6-8:30 pm
NP10
30
30
0
Daniel’s Broiler
PD
S l
New Washington Tax Developments, 7:15-9 am
CHBA10
35
40
0
Maggiano’s, Lincoln Sq
Tax
Excel Pivot Tables, 8 am-4 pm
COMEX22
230
305
0
WSCPA
Tech
BIC
225
300
0
Meydenbauer Center
MG
Crystal Reports Intermediate, 8 am-4 pm
COMCR6
230
305
0
WSCPA
Tech
Compilation and Review Standards Update and Review by Walter Haig, 8 am-4 pm
CRUR9
295
370
0
WSCPA
A&A
8
GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig, 8 am-4 pm
GURSME8
295
370
0
WSCPA
A&A
May 25
8
AICPA Business Solutions Workshop: Delivering on Your Trusted Business Advisor Status, 8:30 am-5 pm
TAW
299
399
0
WSCPA
MG
Business & Industry Conference, 8 am-4 pm
Bellingham
11
Bremerton
11
Chelan
11
May 25
0
Career Workshop: Interviewing Tips Part One, 12 pm-1:30 pm
CW11
0
0
0
WSCPA
PD
Coeur d’Alene
11
May 26
8
Auditing Standards Update and Review by Walter Haig, 8 am-4 pm
AUUR3
295
370
0
WSCPA
A&A
Everett
11
May 26
8
Excel 2007 - Level 1, 8 am-4 pm
EXL101
265
340
0
WSCPA
Tech
11
May 27
8
Excel 2007 - Level 2, 8 am-4 pm
EXL201
265
340
0
WSCPA
Tech
11
Jun 2
8
Introduction to QuickBooks for the Accounting Professional, 8 am-4 pm
Tech
Lynnwood
11
ç Jun 2
8
Olympia
12
Jun 3
8
Port Hadlock
12
Jun 8
Redmond
12
Jun 8
Seattle
12
Jun 9
Southcenter (Tukwila)
13
Spokane
13
Tacoma
14
Vancouver
14
Wenatchee
15
Your Desk -Webcasts and Webinars
15
Kennewick Kirkland
S
Women’s Leadership Summit, 8 am-4 pm 6
COMQB01
240
315
0
WSCPA
WLS
275
350
0
Meydenbauer Center
MG
Introduction to SQL Statements, 8 am-4 pm
COMSQ01
240
315
0
WSCPA
Tech
4
E
CPE in Ethics: A Requirement in Washington State, 8-11:30 am
CENRW401
180
215
0
WSCPA
Ethics
0
S
Career Workshop: Interviewing Tips Part Two, 12 pm-1:30 pm
CW01
0
0
0
WSCPA
PD
8
The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them, 8 am-4 pm
BTBB
285
360
0
WSCPA
Tax
Jun 10
8
Audits of 401(k) Plans, 8 am-4 pm
AFKP01
275
350
-30
WSCPA
A&A
Jun 10
8
The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning, 8 am-4 pm
INBB
285
360
0
WSCPA
Tax
Jun 13
8
AICPA Advanced Course: Overview of the AICPA Peer Review Program Standards, 8 am-4 pm
ADPRT
275
350
-30
WSCPA
A&A
Jun 14
8
Advanced Excel, 8 am-4 pm
ADE01
275
350
0
WSCPA
Tech
Jun 14
8
Upcoming Peer Review: Is Your Firm Ready? 8 am-4 pm
SNPR
275
350
-30
WSCPA
A&A
Jun 14
0
Happy Hour Networking Event, 5-7:30 pm
HH01
0
0
0
PF Changs
PD
Jun 15
8
QuickBooks for Accountants, 8 am-4 pm
QBP01
275
350
0
WSCPA
Tech
Jun 16
8
Paperless Office: Managing Documents in a Digital World, 8 am-4 pm
PPO
275
350
0
WSCPA
Tech
ç Jun 17
8
6
Personal Marketing Dynamics, 8 am-4 pm
PDM
240
315
0
WSCPA
PD
Jun 21
8
Y
Audits of 403(b) Plans: A Challenging New Audit Area, 8 am-4 pm
FOTB
275
350
-30
WSCPA
A&A
ç Jun 22
8
Gary Zeune’s Guide to Audits in Times of Massive Financial, Legal, Healthcare and Regulatory Reform, 8 am-4 pm
ATM2011
275
350
0
WSCPA
A&A
Jun 23
8
Gary Zeune’s Guide to 15 NEW Fraud Cases for 2011 Engagements, 8 am-4 pm
F2011
275
350
0
Meydenbauer Center
A&A
Jun 29
8
S Corporation Preparation, Basis Calculations & Distributions - Form 1120S Schedule K & K-1 Analysis, 8 am-4 pm
SBAD
275
350
0
WSCPA
Tax
Jun 29
4
What Board Treasurers Need to Know, 8-11:30 am
WBTN401
110
110
0
WSCPA
SK
Jun 30
8
PBAD
275
350
0
WSCPA
Tax
FAX (425) 865-0677
Partnership Preparation, Basis Calculations & Distributions - Form 1065 Schedule K & K-1 Analysis, 8 am-4 pm
Jul 11
8
Washington B & O and Sales Tax, 8 am-4 pm
WSTX01
275
350
0
WSCPA
Tax
Jul 12
8
CRUR01
305
380
0
WSCPA
A&A
E-MAIL cpe@wscpa.org
Compilation and Review Standards Update and Review by Walter Haig, 8 am-4 pm
Jul 13
8
GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig, 8 am-4 pm
GURSME01
305
380
0
WSCPA
A&A
Jul 13
8
Inside the IRS - A Tour for CPAs, EAs and Accountants, 8 am-4 pm
ITI
275
350
0
WSCPA
SK
Jul 14
8
Money Laundering - A Guide for CPAs, 8 am-4 pm
MLCPA
275
350
0
WSCPA
SK
Jul 18
8
Excel Pivot Tables, 8 am-4 pm
COMEX01
240
315
0
WSCPA
Tech
Jul 19
8
Excel Data Analysis, 8 am-4 pm
COMEX02
240
315
0
WSCPA
Tech
Register today! ONLINE www.wscpa.org/cpe MAIL WSCPA 902 140th Ave NE Bellevue, WA 98005-3480
Download a registration form at www.wscpa.org/cpe or turn to p. 21. 6
Washington Professional Education Catalog
S
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Register at www.wscpa.org or page 21
Education and event listing Fees
CPE Credits
Date
#
Course
Code WSCPA NonAICPA Member Member Member For more details, Fee Fee Discount search by code at www.wscpa.org/cpe
Facility
Subject
Type
Your Best CPE Value Season Ticket
8
Excel Functions, Tips, Tricks, & Techniques, 8 am-4 pm
COMEX03
240
315
0
WSCPA
Tech
Jul 26
8
Tax Aspects of Bankruptcy: All Need Not Be Lost, 8 am-4 pm
TAOB
275
350
0
WSCPA
Tax
Jul 27
8
Current Federal Tax Developments, 8 am-4 pm
CFTD
275
350
0
WSCPA
Tax
ç Jul 28
8
Strategies and Tactics in the New War Against Higher Individual Taxes, 8 am-4 pm
IWAR01
285
360
0
WSCPA
Tax
Jul 29
8
Choosing the Best Entity Structure Under the New Tax Law in 2011, 8 am-4 pm
CBES01
285
360
0
WSCPA
Tax
ç Aug 2
8
IFRS Convergence - What it Means to You, 8 am-4 pm
IFRSC
275
350
0
WSCPA
A&A
ç Aug 2
8
Self-Employed Tax Clients - Using the Latest Strategies to Reduce Their Federal Tax Liabilities (Schedule C, 1120S, 1065 and LLC/LLP), 8 am-4 pm
SELS
275
350
0
WSCPA
Tax
ç Aug 3
8
The CPA’s Guide to Today’s Tax Planning Ideas and Legal Tax Loopholes Taking Advantage of New Tax Codes, 8 am-4 pm
TGTL
275
350
0
WSCPA
Tax
ç Aug 4
8
No-Nonsense Tax, Estate, Retirement and Eldercare Strategies for Your 60+ Clients, 8 am-4 pm
NN60
275
350
0
WSCPA
Tax
ç Aug 5
8
Financial Statement Fraud, Not Just Wall Street’s Problem, 8 am-4 pm
FSF
275
350
0
WSCPA
SK
Aug 8
4
Moving to Office 2007/2010: A Roadmap for Success, 8-11:30 am
MTO401
145
180
0
WSCPA
Tech
Aug 8
4
Excel PivotTables for Accountants - Part I, 12:30-4 pm
PT1401
145
180
0
WSCPA
Tech
Aug 9
8
QuickBooks Advanced Features, Tools, and Techniques, 8 am-4 pm
ADQ01
275
350
0
WSCPA
Tech
Aug 10
8
Outlook for Accountants: Get Organized Today, 8 am-4 pm
OUT
275
350
0
WSCPA
Tech
new!
Aug 11
8
Accounting and Reporting Standards Annual Update, 8 am-4 pm
ARSU01
305
380
0
WSCPA
A&A
Use your
Aug 12
8
The Reid Technique of Interviewing and Interrogation, 8 am-4 pm
RTI
225
300
0
WSCPA
SK
Aug 23
8
Financial Statement Analysis: Basis for Management Advice, 8 am-4 pm
FSABM
275
350
-30
WSCPA
A&A
season
Aug 24
8
Lean Accounting and Management: Improving Profitability by Streamlining Operations, 8 am-4 pm
LAMA
275
350
-30
WSCPA
MG
Aug 25
8
More QuickBooks for the Accounting Professional, 8 am-4 pm
COMQB02
240
315
0
WSCPA
Tech
or 8-hour
Aug 25
8
Innovative Tax Planning for Small Businesses: Corporations, Partnerships & LLCs, 8 am-4 pm
TPOC
275
350
-30
WSCPA
Tax
cPe courses
Aug 26
8
Advanced Excel, 8 am-4 pm
COMEX04
240
315
0
WSCPA
Tech
Aug 29
8
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement, 8 am-4 pm
DRMM
285
360
0
WSCPA
Tax
ç Aug 30
8
Now I See! Comprehending OMB A-133, 8 am-4 pm
COMB02
275
350
-30
WSCPA
GNP
Aug 30
8
The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2011, 8 am-4 pm
IEFP
285
360
0
WSCPA
Tax
Aug 31
8
Right The First Time: Cases In Not-For-Profit Accounting and Auditing, 8 am-4 pm
CNFP
275
350
-30
WSCPA
GNP
Sep 7
8
Personal Financial Accounting: A Prescription for Achieving and Managing Wealth by Walter Haig, 8 am-4 pm
PFA
305
380
0
WSCPA
A&A
Sep 7-8
16 Northwest Accounting Educators Conference, 8 am-4:20 pm
NAEC
175
175
0
WSCPA
A&A
C
Sep 8
8
Compilation and Review Standards Update and Review by Walter Haig, 8 am-4 pm
CRUR03
305
380
0
WSCPA
A&A
Sep 9
8
GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig, 8 am-4 pm
GURSME03
305
380
0
WSCPA
A&A
Sep 12
8
Sep 15
0
Sep 19
Washington B & O and Sales Tax, 8 am-4 pm
WSTX02
275
350
0
WSCPA
Tax
Trivia Night- Networking Event Must be 21 or older to attend, 6-8:30 pm
NP04
0
0
0
Rock Bottom Brewery
PD
4
Excel PivotTables for Accountants - Part II, 8-11:30 am
PT2401
145
180
0
WSCPA
Tech
Sep 19
4
Security Tools - Up Close and Personal, 12:30 pm-11:30 am
SEC401
145
180
0
WSCPA
Tech
Sep 19
8
Thirty-Plus Practical Tools and Techniques for Making Your Key Financial Decisions, 8 am-4 pm
TTMD
275
350
-30
WSCPA
MG
Sep 20
8
Accounting for Income Taxes: Applying SFAS No. 109/FIN 48: A Whole New Ballgame! 8 am-4 pm
AIT01
275
350
-30
WSCPA
A&A
Sep 20
8
Microsoft Word: Essential Tools and Techniques for Accountants, 8 am-4 pm
WOR
275
350
0
WSCPA
Tech
Sep 21
8
Technology for CPAs: Don’t Get Left Behind, 8 am-4 pm
TEC
275
350
0
WSCPA
Tech
ç Sep 21
8
AICPA’s Annual Update: Top 12 Governmental and Nonprofit Accounting and Auditing Issues Facing CPAs, 8 am-4 pm
TGNP
275
350
-30
Meydenbauer Center
GNP
ç Sep 21
8
Thriving in Challenging Times: MAP Solutions for CPA Firm Leaders, 8 am-4 pm
AAA
180
255
0
WSCPA
SK
Sep 22
8
Acquisitions to Grow the Business: Strategy, Structure, Integration & Due Diligence, 8 am-4 pm
AGB
275
350
0
WSCPA
MG
Sep 23
8
Driving Corporate Performance: The CFO’s Role in Developing Competitive Advantage, 8 am-4 pm
DCP
275
350
0
WSCPA
MG
Sep 26
8
Form 990: AICPA’s Answer to Unlocking the Tax Complexities, 8 am-4 pm
EOF990
275
350
-30
WSCPA
Tax
ç Sep 26
8
Today’s Complex Real Estate Transactions (2011) - Like-Kind Exchanges, Distressed Properties, Homeowners, Investors and Developers/Contractors, 8 am-4 pm
TCRE
275
350
0
WSCPA
Tax
ç Sep 27
8
Avoiding Legal Hassles - A Primer for Your Small Business Owners and Wealthy High-Income Clients, 8 am-4 pm
ALHP
275
350
0
WSCPA
Tax
Sep 27
8
The Complete Guide to Payroll Taxes and 1099 Issues, 8 am-4 pm
CGPT
285
360
0
WSCPA
MG
Sep 28
4
CPE in Ethics: A Requirement in Washington State, 8-11:30 am
CENRW402
180
215
0
WSCPA
Ethics
S
Y
Y
E
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
cPe
nars!
300+ live semi
program!*
ticket to take 2, 4, 6
(excludes chapter
250+ webcasts!
CPE).
save $100 when you order a season ticket by June 30 * When purchased by June 30, 2011. The Season Ticket is $1,745 after June 30.
es
S
per 8-hour
conferenc
Y
$164.50
webcasts
Y
only
seminars
Jul 20
13 annual conferences!
enjoy live seminars, webcasts and conferences for one affordable price. the season ticket, exclusively available to wscPa members, allows you to take up to 80 hours of cPe from June 1, 2011 may 31, 2012 for only $1,645* — that’s just $164.50 for an 8-hour cPe program. order the season ticket today at www.wscpa.org or call (425) 644-4800 or (800) 272-8273 (toll-free in washington).
Washington Professional Education Catalog
7
Register at www.wscpa.org or page 21
Education and event listing
Fees Date
CPE Credits
#
what’s new? ç
thriving in challenging times: maP solutions for cPa firm Leaders (aaa) September 21 WSCPA, Bellevue nationally recognized speaker and author, rita Keller will discuss how to thrive in challenging times. expolore current trends in the world of public accounting. rita has frequently been named one of the top 100 Most Influential People in accounting.
this catalog includes:
41 seminars! new
4 conferences ! new
53 webcasts! new
ç
l
>
Look for this symbol to find new courses.
8
Washington Professional Education Catalog
Course
Type
Code
WSCPA NonAICPA Member Member Member Fee Fee Discount
Facility
Subject
For more details, search by code at www.wscpa.org/cpe
ç Sep 29
8
AICPA’s Controllership: 25 Critical Lessons form the Trenches, 8 am-4 pm
CDLT02
275
350
-30
WSCPA
MG
Sep 30
8
IRAs, Roth IRAs, SIMPLEs and SEPs: Contributions, Rollovers, Distributions, and More, 8 am-4 pm
IRSS
275
350
-30
WSCPA
Tax
ç Sep 30
8
Mastering the Applications of Budgeting While Side Stepping the Pitfalls, 8 am-4 pm
MAPB
275
350
-30
WSCPA
MG
Oct 4
8
Excel Visual Basic Macros, 8 am-4 pm
COMEX05
240
315
0
WSCPA
Tech
ç Oct 4
8
IFRS vs. US GAAP: The Differences That You Need to Know, 8 am-4 pm
IUGD
275
350
0
WSCPA
A&A
Oct 5
8
Charting with Excel, 8 am-4 pm
COMEX06
240
315
0
WSCPA
Tech
Oct 6
8
Financial Statement Presentation and Disclosure - A Realistic Approach, 8 am-4 pm
FSPD
275
350
0
WSCPA
A&A
Oct 7
8
Audit Efficiency Workshop - A Realistic Approach, 8 am-4 pm
AEW01
275
350
0
WSCPA
A&A
ç Oct 10
8
Gary Zeune’s Guide to Audits + Compilations + Reviews: What’s new for 2011 Engagements, 8 am-4 pm
ACR2011
275
350
0
WSCPA
A&A
Oct 10
8
Y
Applying A-133 to Nonprofit and Governmental Organizations, 8 am-4 pm
EOOMB
275
350
-30
WSCPA
GNP
Oct 11
8
Y
Cost Allocation in Nonprofits: Who Gets It? 8 am-4 pm
CAMN
275
350
-30
WSCPA
GNP
Oct 11
8
Gary Zeune’s Guide to Detecting and Preventing Internal Fraud, Theft and Abuse, 8 am-4 pm
IFTA
275
350
0
WSCPA
A&A
Oct 12
8
Gary Zeune’s Guide to Controller to CFO: 11 Skills to Make the Trip, 8 am-4 pm
GCFO
275
350
0
WSCPA
MG
Oct 17
8
Y
Analytical Procedures for Nonprofit Organizations, 8 am-4 pm
EOAPF
275
350
-30
WSCPA
GNP
ç Oct 18
8
Y
Running a Non-Profit Like a For-Profit Business, 8 am-4 pm
RNPO
275
350
-30
WSCPA
GNP
Oct 18
8
6
Triple Your Memory and Confidence, and Halve Your Stress, 8 am-4 pm
TYMC
275
350
0
WSCPA
PD
Oct 19
8
6
Getting On Top of It All: The New Science of Increasing Productivity in Yourself and Others, 8 am-4 pm
GOT
275
350
0
WSCPA
PD
Oct 19
4
Outlook Essentials, 8-11:30 am
OUE401
145
180
0
WSCPA
Tech
Oct 19
4
Word Essentials, 12:30 pm-11:30 am
WOE401
145
180
0
WSCPA
Tech
Oct 20
8
Advanced Controller and CFO Skills, 8 am-4 pm
ACCS01
275
350
-30
WSCPA
A&A
Oct 20
8
Advanced Excel, 8 am-4 pm
ADE02
275
350
0
WSCPA
Tech
Oct 21
8
Advanced Controller and CFO Skills, 8 am-4 pm
ACCS02
275
350
-30
WSCPA
A&A
Oct 21
8
QuickBooks for Accountants, 8 am-4 pm
QBP02
275
350
0
WSCPA
Tech
ç Oct 21
8
AAC
275
350
0
Meydenbauer Center
A&A
Oct 24
8
Chief Financial Officer: Executive Level Skills for Financial Managers, 8 am-4 pm
CFO
275
350
0
WSCPA
MG
Oct 24
8
Real Estate Accounting and Auditing, 8 am-4 pm
REAA
275
350
-30
WSCPA
A&A
Oct 25
8
Performance Analysis Identifying Profit Improvement Opportunities, 8 am-4 pm
PA
275
350
0
WSCPA
MG
Oct 25
8
S Corporation Key Issues, Compliance, and Strategies: An IRS Target Area, 8 am-4 pm
SCORP
275
350
-30
WSCPA
Tax
Oct 26-28
8
AICPA/AHI Staff Training Basic, 8 am-4 pm
STP1A
665
780
0
WSCPA
A&A
Oct 27
8
Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts, 8 am-4 pm
CFIC02
275
350
-30
Sheraton Bellevue
A&A
Oct 27
8
Y
Form 990: Moving Beyond the Basics, 8 am-4 pm
AF990
275
350
-30
WSCPA
Tax
Oct 28
8
Y
Internal Control Deficiencies: Assessment and Reporting Under SAS 115, 8 am-4 pm
ICDAR
275
350
-30
WSCPA
A&A
Oct 31
8
Advanced Estate Planning: Practical Strategies for Your Clients, 8 am-4 pm
AEP
275
350
-30
WSCPA
Tax
Oct 31
8
Accounting Services, Compilations and Reviews: Effective Risk Management, 8 am-4 pm
ASCR
275
350
-30
WSCPA
A&A
Nov 1
8
Advanced Real Estate Accounting, Auditing & Taxation, 8 am-4 pm
ARE
275
350
-30
WSCPA
A&A
ç Nov 1
8
Tax
Accounting & Auditing Conference, 8 am-4 pm
49 Tax-Cutting Moves for Individuals, 8 am-4 pm
FNTC02
275
350
-30
WSCPA
Nov 2-3 8
AICPA’s Annual Accounting and Auditing Workshop, 8 am-4 pm
AAUW
475
590
-60
WSCPA
A&A
Nov 2
8
What You Need to Do Now in Estate Planning Under New Tax Law, 8 am-4 pm
NLEP
285
360
0
WSCPA
Tax
Nov 3
8
Small Business Accounting and Auditing Update, 8 am-4 pm
SBAA
275
350
-30
WSCPA
A&A
Nov 4
8
Introduction to QuickBooks for the Accounting Professional, 8 am-4 pm
COMQB03
240
315
0
WSCPA
Tech
Nov 4
8
Washington State Community Property and Estate Tax Law Update, 8 am-4 pm
WKCP02
275
350
0
WSCPA
Tax
Nov 7
8
Construction Contractors: Accounting, Auditing and Tax, 8 am-4 pm
CAAT01
275
350
-30
WSCPA
A&A
AICPA/AHI Staff Training Semi-Senior, 8 am-4 pm
STP2A
665
780
0
WSCPA
A&A
Advanced Auditing of HUD-Assisted Projects, 8 am-4 pm
EOAHUD
275
350
-30
WSCPA
GNP
Nov 7-9 8 Nov 8
8
Nov 9
8
Advanced Concepts in Estate Planning, 8 am-4 pm
ACEP
285
360
0
WSCPA
Tax
Nov 10
8
Fiduciary Income Tax Returns - Form 1041 Workshop, 8 am-4 pm
1041
285
360
0
WSCPA
Tax
Nov 10-11
8
IFRS Essentials with GAAP Comparison: Building a Solid Foundation, 8 am-4 pm
IFRS
475
590
-60
WSCPA
A&A
Nov 11
8
Nov 11
8
Nov 14
8
Y
Y
The Complete Guide to the Preparation of Form 1041, 8 am-4 pm
CG1041
275
350
0
Meydenbauer Center
Tax
Governmental & Nonprofit Annual Update, 8 am-4 pm
GNAU02
275
350
-30
WSCPA
GNP
Internal Controls for Small Business Accounting Systems, 8 am-4 pm
ITCB
275
350
0
WSCPA
A&A
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Register at www.wscpa.org or page 21
Education and event listing Fees
CPE Credits
Date
# ç Nov 14
8
Nov 15
8
Nov 15
4
ç Nov 15
Course
Code WSCPA NonAICPA Member Member Member For more details, Fee Fee Discount search by code at www.wscpa.org/cpe
Facility
Subject
Websites, Software, Tax Quality Control, Engagement, 8 am-4 pm
WSTQ
0
WSCPA
Tax
Type
275
350
QuickBooks Advanced Features, Tools, and Techniques, 8 am-4 pm
ADQ02
275
350
0
WSCPA
Tech
Washington CPA Ethics and New Developments (WA State Requirement), 8-11:30 am
CENRW409
180
215
0
Meydenbauer Center
Ethics
8
Your 2011 Update on Estate Planning, Health Care Reform, Eldercare, and Long-Term Care Planning, 8 am-4 pm
UEPE
275
350
0
WSCPA
Tax
Nov 16
8
Excel Tips, Ticks and Techniques for Accountants, 8 am-4 pm
EXL
275
350
0
WSCPA
Tech
Nov 16-18
8
AICPA/AHI Staff Training ? Beginning In-Charge, 8 am-4 pm
STP3A
665
780
0
WSCPA
A&A
Nov 17
8
AICPA’s Annual Update for Controllers, 8 am-4 pm
SKSB01
275
350
-30
WSCPA
A&A
Nov 18
8
Strategic Planning: A Simplified and Workable Approach for Private Companies, 8 am-4 pm
SPPC
275
350
-30
Meydenbauer Center
MG
Nov 21
8
Compilation and Review Standards Update and Review by Walter Haig, 8 am-4 pm
CRUR05
305
380
0
WSCPA
A&A
Nov 21
8
Taxation Essentials of LLCs, LLPs, LPs and Other Partnerships, 8 am-4 pm
TLLLO02
275
350
-30
WSCPA
Tax
Nov 22
8
Auditing Standards Update and Review by Walter Haig, 8 am-4 pm
AUUR01
305
380
0
WSCPA
A&A
Nov 22
8
Corporate Finance Tune-Up: Putting the Right Skills in Your Analytical Toolbox, 8 am-4 pm
CFT
275
350
0
WSCPA
MG
ç Nov 28
8
2011 Business Law Update, 8 am-4 pm
BLU
275
350
0
WSCPA
MG
ç Nov 28
8
Passive Activity Losses A-Z, 8 am-4 pm
PAL
275
350
0
WSCPA
Tax
Nov 29
8
Advanced FASB Review and Update: Tackling the Tougher GAAP Issues, 8 am-4 pm
AFASB
275
350
-30
WSCPA
A&A
Nov 29
8
Basis/Distributions for Pass-Through Entities: An IRS Hot Spot, 8 am-4 pm
BDPTE02
275
350
-30
WSCPA
Tax
ç Nov 29
4
Mysterious Interest & Original Issue Discount Rules, 8-11:30 am
MIO401
180
215
0
Meydenbauer Center
Tax
ç Nov 29
4
Unraveling the At Risk Rules, 12:30-4 pm
UAR401
180
215
0
Meydenbauer Center
Tax
ç Nov 30
8
Applying the Audit Risk Assessment Standards: A course for Newer Auditors, 8 am-4 pm
RANA
275
350
-30
WSCPA
A&A
Nov 30
8
S Corporation Practitioner’s Workshop: A Case Studies Approach, 8 am-4 pm
SWRK
285
360
0
WSCPA
Tax
Dec 1-2
8
AICPA’s 1040 Tax Return Workshop by Sid Kess, 8 am-4 pm
IITW
475
590
-60
WSCPA
Tax
Dec 1
8
IFRS Update and Review of Complex Topics, 8 am-4 pm
IUP
275
350
-30
WSCPA
A&A
Dec 2
8
Dec 2
8
Fraud Conference, 8 am-4:30 pm
Dec 5
8
Dec 5
8
Dec 6
E
AICPA’s Annual Business Law Update, 8 am-4 pm
ABLU
275
350
-30
WSCPA
MG
FDC
220
295
0
Meydenbauer Center
SK Tech
Excel Pivot Tables, 8 am-4 pm
COMEX07
240
315
0
WSCPA
Nonprofit Auditing and Accounting Update, 8 am-4 pm
NAU
275
350
-30
WSCPA
GNP
8
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy, 8 am-4 pm
BCPE01
285
360
0
WSCPA
Tax
Dec 6
8
More QuickBooks for the Accounting Professional, 8 am-4 pm
COMQB04
240
315
0
WSCPA
Tech
Dec 7
8
AICPA/AHI Staff Training Supervisory, 8 am-4 pm
STP4A
665
780
0
WSCPA
MG
Dec 7
8
AICPA’s Annual Update: Top 12 Audit Issues Facing CPAs, 8 am-4 pm
TTAU
275
350
-30
WSCPA
A&A
Dec 8
8
Internal Control Essentials for Financial Managers, Accountants, and Auditors, 8 am-4 pm
ICDAD03
275
350
-30
WSCPA
A&A
Dec 9
8
Auditing for Internal Fraud, 8 am-4 pm
FEAIF
275
350
-30
WSCPA
A&A
Dec 12
8
Only Financial Officer: Skills for Smaller Company Financial Managers, 8 am-4 pm
OFO
275
350
0
WSCPA
MG
Dec 12
8
Loscalzo’s Tips on How to Review Documentation Effectively, 8 am-4 pm
WPR
275
350
0
WSCPA
A&A
Dec 12-13
8
Information Technology Conference, 8 am-4 pm
ITC
TBD
TBD
0
Meydenbauer Center
Tech
Dec 13
8
Financial Management: Skills for Success in the Corporate World, 8 am-4 pm
FM
275
350
0
WSCPA
MG
ç Dec 13
8
Individual Update and Tax Season Tune-Up by Larry Stein, 8 am-4 pm
IUTS
275
350
0
WSCPA
Tax
Dec 14
8
Loscalzo’s Disclosure: The Key to Financial Statements, 8 am-4 pm
DKFS
275
350
0
WSCPA
A&A
ç Dec 14
8
The 411 on Form 1041 for Trusts/Estates and Form 1040 for Decedents, Heirs, and Beneficiaries, 8 am-4 pm
FITW
275
350
0
WSCPA
Tax
Dec 15-16
8
Accounting and Reporting Standards Annual Update and Review by Walter Haig, 8 am-4 pm
ARSUR03
525
640
0
WSCPA
A&A
Dec 19
4
Washington CPA Ethics and New Developments (WA State Requirement), 8-11:30 am
CENRW414
180
215
0
WSCPA
Ethics
Dec 20
8
Forensics and Financial Fraud: Real-World Issues & Answers, 8 am-4 pm
FFF01
275
350
-30
WSCPA
A&A
Dec 20
8
Tax Update for Pass-Through Entities: S Corporations, Partnerships and LLCs, 8 am-4 pm
TUPTE
275
350
-30
WSCPA
Tax
Dec 21
8
Employee Benefit and Retirement Planning - Life, Health and Other Benefit Tools, 8 am-4 pm
EBLH
275
350
0
WSCPA
Tax
Dec 22
8
The Best Estate and Financial Planning Topics of 2011, 8 am-4 pm
BEST02
275
350
0
WSCPA
Tax
Dec 27
8
GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig, 8 am-4 pm
GURSME05
305
380
0
WSCPA
A&A
Dec 28
8
Compilation and Review Standards Update and Review by Walter Haig, 8 am-4 pm
CRUR06
305
380
0
WSCPA
A&A
Y
S
E
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Unlimited CPE. Unmatched value. Designed for CPAs...
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• subscriptions start at only $189 (+tax) for dozens of streaming video or text-based cPe courses • earn Ê to Î cPe credits for each course • choose from four subscription options wa Pros online annual selfstudy subscriptions provide unlimited access to text-based and streaming video cPe at unbeatable prices. these cPe packages will keep you up to date on everevolving rules, regulations and trends affecting public accounting, business, government or nfPs.
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Washington Professional Education Catalog
9
Register at www.wscpa.org or page 21
Education and event listing
Fees Date
Decisions that affect your profession are made
here.
During the recent political campaign season,wscPa members delivered nearly 50 cPaPac checks to legislative candidates. their discussions about key issues increased the profession’s visibility and enhanced legislators’ understanding of the critical role cPas play in preserving the state’s business climate. the cPa profession in washington has a strong political voice and presence in olympia, thanks to cPaPac and your contribution!
advocacy doesn’t cost. it pays. contribute to the cPaPac today! www.wscpa.org (click advocacy)
10
Washington Professional Education Catalog
CPE Credits
# Dec 29
8
Dec 30
8
Jan 9 Jan 10 Jan 17
Course
Code
WSCPA NonAICPA Member Member Member Fee Fee Discount
Facility
Subject
Advanced Technical Tax Forms Training - LLCs, S Corporations and Partnerships, 8 am-4 pm
ATFB
285
360
0
WSCPA
Tax
Type
For more details, search by code at www.wscpa.org/cpe
Advanced Technical Tax Forms Training - Form 1040 Issues, 8 am-4 pm
ATFI
285
360
0
WSCPA
Tax
8
6
Dealing With Difficult People, 8 am-4 pm
DWDP
275
350
0
WSCPA
PD
8
6
Negotiating for Success and Building Relationships at the Same Time, 8 am-4 pm
NFSA
275
350
0
WSCPA
PD
8
Andy Biebl’s Tax Advisor’s Update, 8 am-4 pm
BTAU02
325
400
0
Meydenbauer Center
Tax
Jan 19
8
Preparing Individual Tax Returns for New Staff and Para-Professionals, 8 am-4 pm
PITR
285
360
0
WSCPA
Tax
Jan 20
8
The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corporation Federal Income Tax Returns, 8 am-4 pm
PLPS
285
360
0
WSCPA
Tax
Jan 24
8
Auditing Standards Update and Review by Walter Haig, 8 am-4 pm
AUUR02
305
380
0
WSCPA
A&A
Jan 25
8
GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig, 8 am-4 pm
GURSME06
305
380
0
WSCPA
A&A
Jan 26
8
Word Tips, Tricks & Techniques, 8 am-4 pm
COMWO01
240
315
0
WSCPA
Tech
Jan 26
8
Compilation and Review Standards Update and Review by Walter Haig, 8 am-4 pm
CRUR07
305
380
0
WSCPA
A&A
Jan 27
8
Introduction to VISIO, 8 am-4 pm
COMVI
240
315
0
WSCPA
Tech
Jan 27
8
Personal Financial Accounting: A Prescription for Achieving and Managing Wealth by Walter Haig, 8 am-4 pm
PFA
305
380
0
WSCPA
A&A
Jan 30
8
AICPA’s Annual Federal Tax Update (not Andy Biebl course), 8 am-4 pm
PTU
275
350
-30
WSCPA
Tax
Feb 6
4
CPE in Ethics: A Requirement in Washington State, 8-11:30 am
CENRW415
180
215
0
WSCPA
Ethics
Feb 13
8
Cash Flow Planning & Management with Excel, 8 am-4 pm
COMEX08
240
315
0
WSCPA
Tech
Feb 14
8
Introduction to Microsoft PowerPoint, 8 am-4 pm
COMPP
240
315
0
WSCPA
Tech
Feb 15
8
Integrating Microsoft Office, 8 am-4 pm
COMMO
240
315
0
WSCPA
Tech
Feb 16
8
Crystal Reports Introduction, 8 am-4 pm
COMCR
240
315
0
WSCPA
Tech
Feb 17
8
PC Trouble Shooting & Maintenance, 8 am-4 pm
COMPC
240
315
0
WSCPA
Tech
Feb 21
8
Intermediate Excel, 8 am-4 pm
COMEX09
240
315
0
WSCPA
Tech
Feb 22
8
Excel Pivot Tables, 8 am-4 pm
COMEX10
240
315
0
WSCPA
Tech
Feb 23
8
Excel Data Analysis, 8 am-4 pm
COMEX11
240
315
0
WSCPA
Tech
Feb 24
8
Excel Visual Basic Macros, 8 am-4 pm
COMEX12
240
315
0
WSCPA
Tech
Mar 7
8
Intermediate Access, 8 am-4 pm
COMAC02
240
315
0
WSCPA
Tech
Mar 8
8
Excel Data Analysis, 8 am-4 pm
COMEX13
240
315
0
WSCPA
Tech
Mar 9
8
Word Tips, Tricks & Techniques, 8 am-4 pm
COMWO02
240
315
0
WSCPA
Tech
Mar 10
8
Analytical Review Procedures Using Excel, 8 am-4 pm
COMEX14
240
315
0
WSCPA
Tech
Mar 15
4
New FASB Developments for Business & Industry, 8-11:30 am
CL4FASBI
145
180
0
WSCPA
A&A
Mar 15
4
Uncertainty in Income Taxes: A Must Know for Tax CPAs and Accountants/Auditors, 12:30-4 pm
CL4FIN48
145
180
0
WSCPA
A&A
Mar 15
4
Analyzing Your Company’s Financial Statement, 8-11:30 am
CL4FSABM
145
180
0
WSCPA
A&A
Mar 15
4
Enhancing the Success of Your Organization with a Winning Culture, 12:30-4 pm
CL4TBFF
145
180
0
WSCPA
PD
Mar 16
4
Financial Fraud, Forensics and the CPA, 8-11:30 am
CL4FFF
145
180
0
WSCPA
A&A
Mar 16
4
Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls, 12:30-4 pm
CL4PCD
145
180
0
WSCPA
A&A
Mar 16
4
Essential Skills for the Survival and Growth of Your Organization, 12:30-4 pm
CL4SGYC
145
180
0
WSCPA
MG
Mar 16
4
Controller’s Update: Latest Trends for Today’s Financial Manager, 8-11:30 am
CL4SKSB
145
180
0
WSCPA
MG
Apr 19
8
AICPA’s Annual Update for Controllers, 8 am-4 pm
SKSB02
275
350
-30
WSCPA
A&A
Apr 23
8
Introduction to QuickBooks for the Accounting Professional, 8 am-4 pm
COMQB05
240
315
0
WSCPA
Tech
Apr 24
8
Excel Pivot Tables, 8 am-4 pm
COMEX15
240
315
0
WSCPA
Tech
Apr 25
8
Charting with Excel, 8 am-4 pm
COMEX16
240
315
0
WSCPA
Tech
Apr 26
8
Excel Functions, Tips, Tricks, & Techniques, 8 am-4 pm
COMEX17
240
315
0
WSCPA
Tech
May 7
8
More QuickBooks for the Accounting Professional, 8 am-4 pm
COMQB06
240
315
0
WSCPA
Tech
May 8
8
Advanced Excel, 8 am-4 pm
COMEX18
240
315
0
WSCPA
Tech
May 9
8
Introduction to Access, 8 am-4 pm
COMAC01
240
315
0
WSCPA
Tech
May 10
8
Introduction to SQL Statements, 8 am-4 pm
COMSQ02
240
315
0
WSCPA
Tech
May 11
8
Cash Flow Planning & Management with Excel, 8 am-4 pm
COMEX19
240
315
0
WSCPA
Tech
May 21
8
Excel Visual Basic Macros, 8 am-4 pm
COMEX20
240
315
0
WSCPA
Tech
May 22
8
Importing/Exporting Data with QuickBooks, 8 am-4 pm
COMQB07
240
315
0
WSCPA
Tech
May 22
8
Compilation and Review Standards Update and Review by Walter Haig, 8 am-4 pm
CRUR08
305
380
0
WSCPA
A&A
May 23
8
Using Outlook as a Personal Information Manager, 8 am-4 pm
COMOU
240
315
0
WSCPA
Tech
May 23
8
GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig, 8 am-4 pm
GURSME07
305
380
0
WSCPA
A&A
May 24
8
Auditing Standards Update and Review by Walter Haig, 8 am-4 pm
AUUR03
305
380
0
WSCPA
A&A
E
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Register at www.wscpa.org or page 21
Education and event listing Fees
CPE Credits
Date
#
Course
Code WSCPA NonAICPA Member Member Member For more details, Fee Fee Discount search by code at www.wscpa.org/cpe
Facility
Subject
Type
Bellingham Aug 9
8
Compilation and Review Standards Update and Review by Walter Haig, 8 am-4 pm
CRUR02
305
380
0
Lakeway Inn & Conf Ctr
A&A
Aug 10
8
GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig, 8 am-4 pm
GURSME02
305
380
0
Lakeway Inn & Conf Ctr
A&A
Oct 26
8
Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts, 8 am-4 pm
CFIC01
275
350
-30
Lakeway Inn & Conf Ctr
A&A
Oct 28
8
Nov 2
4
Nov 9 Jan 11
AICPA’s Hottest Tax Topics for 2010, 8 am-4 pm
HOT01
275
350
-30
Lakeway Inn & Conf Ctr
Tax
Washington CPA Ethics and New Developments (WA State Requirement), 8-11:30 am
CENRW404
180
215
0
Lakeway Inn & Conf Ctr
Ethics
8
LLC and Partnership Taxation: Beyond the Basics, 8 am-4 pm
NBLLC
275
350
-30
Lakeway Inn & Conf Ctr
Tax
8
Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis, 8 am-4 pm
BCAD
275
350
0
Lakeway Inn & Conf Ctr
Tax
Jan 12
8
Federal Tax Update - Individuals (Form 1040), 8 am-4 pm
FTUI04
275
350
0
Lakeway Inn & Conf Ctr
Tax
Jan 13
8
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065), 8 am-4 pm
FTUB04
275
350
0
Lakeway Inn & Conf Ctr
Tax
CPE in Ethics: A Requirement in Washington State, 8-11:30 am
CENRW410
180
215
0
Kitsap Conf Ctr at Bremerton Harborside
Ethics
Campbell’s Resort on Lake Chelan
A&A
E
2011
Conference Schedule See what’s back and what’s new 4 new conferences!
Bremerton Dec 1
4
E
Chelan Jul 14-15 8
Accounting and Reporting Standards Annual Update and Review by Walter Haig, 8 am-4 pm
ARSUR01
525
640
0
8
Accounting and Reporting Standards Annual Update and Review by Walter Haig, 8 am-4 pm
ARSUR02
525
640
0
Coeur d’Alene Golf & Spa Resort
A&A
Sep 29
8
Basis/Distributions for Pass-Through Entities: An IRS Hot Spot, 8 am-4 pm
BDPTE01
275
350
-30
Edward D Hansen Conference Center
Tax
Oct 18
8
Advanced Update for Compilation, Review and Accounting Services, 8 am-4 pm
RPCR02
275
350
-30
Edward D Hansen Conference Center
A&A
Nov 1
8
Federal Estate and Gift Tax Returns - Forms 706 and 709 Workshop, 8 am-4 pm
GIFT
285
360
0
Edward D Hansen Conference Center
Tax
Nov 2
8
Small Business Accounting and Auditing Update, 8 am-4 pm
SBAA
275
350
-30
Edward D Hansen Conference Center
A&A
Nov 14
8
Washington B & O and Sales Tax, 8 am-4 pm
WSTX04
275
350
0
Edward D Hansen Conference Center
Tax
Nov 16
8
Surgent McCoy’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues of S Corporations, LLCs, and Partnerships, 8 am-4 pm
HMBI
285
360
0
Edward D Hansen Conference Center
Tax
Nov 17
8
Fair Value Accounting: A Critical New Skill for All CPAs, 8 am-4 pm
FVA
275
350
-30
Edward D Hansen Conference Center
A&A
ç Nov 29
8
Advanced Tax Structures: Using Tiered Partnerships, Multiple Corporations, Series LLCs, and Disregarded Entities, 8 am-4 pm
ADTS
285
360
0
Edward D Hansen Conference Center
Tax
Dec 6
4
CPE in Ethics: A Requirement in Washington State, 8-11:30 am
CENRW412
180
215
0
Edward D Hansen Conference Center
Ethics
Dec 9
8
Advanced Tax Strategies for LLC & Partnership Transactions, 8 am-4 pm
APLPT02
275
350
-30
Edward D Hansen Conference Center
Dec 13
8
Surgent McCoy’s Advanced Critical Tax Issues for S Corporations, 8 am-4 pm
ACTS
285
360
0
Farm Tax Conference, 8 am-4 pm
FARMC
230
305
Coeur d’Alene Aug 18-19 Everett
E
Date
conference
april 18-19
Governmental accounting & auditing conference
may 4
international tax conference
may 18
washington state tax conference
may 23
business and industry conference
June 2
new! women’s Leadership summit
June 3
new! emerging Leaders conference
aug 12
the reid technique of interviewing and interrogation
aug 18
farm tax conference
oct 21
new! accounting and auditing conference
nov 7-9
new! Pacific Tax institute
nov 10-11
Pacific NW construction industry conference
Tax
nov 17-18
Not-For-Profit conference
Edward D Hansen Conference Center
Tax
Dec 2
fraud conference
Dec 12-13
information technology conference
0
Three Rivers Conv Ctr
SK
Kennewick Aug 18
8
Nov 1
8
Annual Update for Accountants and Auditors, 8 am-4 pm
AUAA04
275
350
-30
Hilton Garden Inn TriCities Kennewick
A&A
Learn more and register at www.wscpa.org/conferences
Nov 3
8
Federal Tax Update - Individuals (Form 1040), 8 am-4 pm
FTUI01
275
350
0
Three Rivers Conv Ctr
Tax
Nov 4
8
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065), 8 am-4 pm
FTUB01
275
350
0
Three Rivers Conv Ctr
Tax
or call (800) 272-8273 (toll-free in washington) or (425) 644-4800.
Nov 9
4
E
CPE in Ethics: A Requirement in Washington State, 8-11:30 am
CENRW408
180
215
0
Hilton Garden Inn TriCities Kennewick
Ethics
May 17
2
6 S l
Rock Star Social Media, 7-9 am
CHSV09
20
20
0
Marriott Courtyard Totem Lake
PD
Jun 21
2
S l
Defense Against the Dark Arts - Managing Department of Revenue Audits, 7-9 am
CHSV01
20
20
0
Marriott Courtyard Totem Lake
Tax
May 10
2
S l
Cash Flow Management and Employee Retention, 3:30-5:30 pm
CHSN05
20
20
0
Hampton Inn Lynnwood
MG
ç Sep 28
8
Choosing, Using and Converting Small Business Tax Entities - Going Beyond Typical Choice of Entity Solutions (“C”, “S”, LLC, LLP, T-I-C and More), 8 am-4 pm
CUCS
275
350
0
Lynnwood Conv Ctr
Tax
Nov 17
8
Federal Tax Update - Individuals (Form 1040), 8 am-4 pm
FTUI02
275
350
0
Lynnwood Conv Ctr
Tax
Nov 18
8
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065), 8 am-4 pm
FTUB02
275
350
0
Lynnwood Conv Ctr
Tax
ç Nov 29
8
Investing Fundamentals for Individuals, 8 am-4 pm
IFFI
275
350
0
Lynnwood Conv Ctr
CS
Dec 14
8
Pass Through Entities: Advanced Tax Issues, 8 am-4 pm
PTEA
275
350
0
Lynnwood Conv Ctr
Tax
Dec 15
8
Family Limited Partnerships, 8 am-4 pm
FLP
275
350
0
Lynnwood Conv Ctr
Tax
S
Kirkland
Lynnwood
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Washington Professional Education Catalog
11
Register at www.wscpa.org or page 21
Education and event listing
Fees Date
Share
your cPe discount with your non-cPa staff
CPE Credits
#
Course
Type
Code
WSCPA NonAICPA Member Member Member Fee Fee Discount
Facility
Subject
For more details, search by code at www.wscpa.org/cpe
Olympia May 4
1
S l
Rethinking Repairs: A Tax Strategy, 12 pm-1 pm
CHOM09
20
20
0
Indian Summer Golf
Tax
May 5
0
S l
3rd Annual Networking and Wine Tasting Event, 6-9 pm
CHOM08
20
20
0
Indian Summer Golf
PD
Sep 22
8
Y
The Revised Yellow Book: Government Auditing Standards, 8 am-4 pm
EOYB
275
350
-30
Red Lion Hotel Olympia
GNP
Oct 20
8
Advanced Update for Compilation, Review and Accounting Services, 8 am-4 pm
RPCR03
275
350
-30
Red Lion Hotel Olympia
A&A
Nov 7
8
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Boomer Needs to Know, 8 am-4 pm
SSRB
285
360
0
Indian Summer Golf
Tax
Nov 8
8
AICPA’s Hottest Tax Topics for 2010, 8 am-4 pm
HOT02
275
350
-30
Indian Summer Golf
Tax
Nov 10
8
The Best Estate and Financial Planning Topics of 2011, 8 am-4 pm
BEST01
275
350
0
Red Lion Hotel Olympia
Tax
ç Nov 14
8
Strategies and Tactics in the New War Against Higher Individual Taxes, 8 am-4 pm
IWAR02
285
360
0
Red Lion Hotel Olympia
Tax
Dec 5
8
The Best Individual Income Tax Update Course By Surgent McCoy, 8 am-4 pm
BITU01
285
360
0
Indian Summer Golf
Tax
Dec 6
8
Washington B & O and Sales Tax, 8 am-4 pm
WSTX06
275
350
0
Red Lion Hotel Olympia
Tax
Dec 7
4
Washington CPA Ethics and New Developments (WA State Requirement), 8-11:30 am
CENRW413
180
215
.0
Red Lion Hotel Olympia
Ethics
Dec 12
8
Surgent McCoy’s Advanced Critical Tax Issues for Limited Liability Companies and Partnerships, 8 am-4 pm
ACTL
285
360
0
Indian Summer Golf
Tax
Dec 14
8
Real Estate Accounting and Financial Reporting: Tackling the Complexities, 8 am-4 pm
REFR
275
350
-30
Red Lion Hotel Olympia
A&A
Dec 19
8
Multistate Income Tax: Simplifying the Complexities, 8 am-4 pm
MIT
275
350
-30
Indian Summer Golf
Tax
8
Accounting and Reporting Standards Annual Update and Review by Walter Haig, 8 am-4 pm
ARSUR4
485
600
0
Inn at Port Hadlock
A&A
E
Port Hadlock May 12-13 Redmond 8
Emerging Leaders Conference, 8 am-4:10 pm 6
ELC
275
350
0
Microsoft
MG
May 4
8
International Tax Conference, 8 am-4:15 pm
INTC
225
300
0
Bell Harbor Conf Ctr
SK
May 17
2
S l
CHSE08
30
30
0
Women’s University Club of Seattle
SK
May 18
8
Washington State Tax Conference, 8:30 am-4:40 pm
ç Jun 3 Seattle
Did You Know?
Jun 1
as a wscPa member, you can train your noncPa professional staff and associates at the discounted member rate. the wscPa will extend your member discount on live education courses to your non-cPa staff, saving your organization up to $75 on each 8-hour course.
To receive this discount, please call (425) 644-4800 or (800) 272-8273, toll-free in washington.
12
Washington Professional Education Catalog
Accountability ... Now More than Ever, 7:30 -9:30 am
WSTC
225
300
0
Bell Harbor Conf Ctr
Tax
S
WSCPA Annual Meeting with Professional Issues Update, 7:30 -9:30 am
AM
30
30
0
WA State Conv Ctr
SK
Wine Tasting - New Professionals Networking Event, 6-8:30 pm
NP01
20
20
0
Patterson Cellars
PD
Argosy Cruise - New Professionals Networking Event, 7:30pm-9:30pm
NP03
30
30
0
Argosy Cruises
PD
SEC Reporting, 8 am-4 pm
SECR
475
590
-60
WA State Conv Ctr
A&A
Jun 16
0
S
Aug 10
0
S
Sep 26-27
8
Sep 27
8
Not-for-Profit Accounting & Reporting: From Start to Finish, 8 am-4 pm
NPAR
275
350
-30
WA State Conv Ctr
GNP
Oct 17
8
Advanced Update for Compilation, Review and Accounting Services, 8 am-4 pm
RPCR01
275
350
-30
WA State Conv Ctr
A&A
Oct 19
8
Advanced Forensic Techniques for Accountants, 8 am-4 pm
AFTA
275
350
-30
WA State Conv Ctr
A&A
Oct 20
8
International versus U.S. Accounting: What in the World is the Difference? 8 am-4 pm
IUSA
275
350
-30
WA State Conv Ctr
A&A
Oct 24
8
Mergers, Acquisitions, and Sales of Closely Held Businesses: Advanced Case Analysis, 8 am-4 pm
PSAS
275
350
-30
WA State Conv Ctr
Tax
Oct 27
0
Scavenger Hunt- New Professionals Networking Event, 6-8:30 pm
NP05
20
20
0
Hard Rock Cafe Seattle
PD
Nov 4
8
Audit Work papers: Documenting and Reviewing Field Work, 8 am-4 pm
ATDR
275
350
-30
The Conference Center - at Convention Place
A&A
Pacific Tax Institute, 8 am-4:30 pm
PTI
775
850
0
Bell Harbor Conf Ctr
Tax
Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries, 8 am-4 pm
ITEB
285
360
0
The Conference Center - at Convention Place
Tax
Studies on Single Audit and Yellow Book Deficiencies, 8 am-4 pm
SAYB
275
350
-30
The Conference Center - at Convention Place
GNP
CIC
525
600
0
Bell Harbor Conf Ctr
SK
NP07
20
20
0
The Garage
PD
ç Nov 7-9 20
Y
S
S
ç Nov 8
8
Nov 9
8
Nov 10-11
16 Pacific NW Construction Industry Conference, 8 am-5 pm
Nov 16
0
Nov 17-18
16 Not-for-Profit Conference, 8 am-4:30 pm
NFPC
335
410
0
Bell Harbor Conf Ctr
A&A
Nov 21
8
The Coming IFRS Conversion: Preparing for the Ultimate GAAP Make Over, 8 am-4 pm
IFRSG
275
350
0
The Conference Center - at Convention Place
A&A
Nov 22
8
Advanced Tax Strategies for S Corporations, 8 am-4 pm
ADVSC
275
350
-30
The Conference Center - at Convention Place
Tax
Nov 30
8
AICPA’s Annual Tax Update: Individuals and Sole Proprietors, 8 am-4 pm
TSUI
275
350
-30
The Conference Center - at Convention Place
Tax
Dec 5
4
CPE in Ethics: A Requirement in Washington State, 8-11:30 am
CENRW411
180
215
0
The Conference Center - at Convention Place
Ethics
Y
S
E
Bowling- New Professionals Networking Event, 6-9 pm
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Register at www.wscpa.org or page 21
Education and event listing Fees
CPE Credits
Date
#
Course
Code WSCPA NonAICPA Member Member Member For more details, Fee Fee Discount search by code at www.wscpa.org/cpe
Facility
Subject
Type
Dec 6
8
Compilation and Review Engagement Essentials, 8 am-4 pm
ICRE02
275
350
-30
The Conference Center - at Convention Place
A&A
Dec 12
8
AICPA’s Annual Tax Update: Corporations and Pass-Through Entities, 8 am-4 pm
TSUC
275
350
-30
The Conference Center - at Convention Place
Tax
Dec 13
8
International Taxation: To and From the United States, 8 am-4 pm
ITTF
275
350
-30
The Conference Center - at Convention Place
Tax
Dec 15
8
Construction Contractors Advanced Issues, 8 am-4 pm
CCAI
275
350
-30
The Conference Center - at Convention Place
SK
Dec 15
4
Accounting and Auditing Update, 8-11:30 am
CL4AUAA
145
180
0
The Conference Center - at Convention Place
A&A
Dec 15
4
Advanced Issues in Compilation, Review and Accounting Services, 12:30-4 pm
CL4CRA
145
180
0
The Conference Center - at Convention Place
A&A
Dec 15
4
Financial Forecasting: Planning for Success, 12:30-4 pm
CL4FFMD
145
180
0
The Conference Center - at Convention Place
MG
Dec 15
4
Estates and Trusts: Mastering Complex Income Tax Issues, 12:30-4 pm
CL4ITET
145
180
0
The Conference Center - at Convention Place
Tax
Dec 15
4
Doing More with Less: Lean Accounting and Management, 8-11:30 am
CL4LAMA
145
180
0
The Conference Center - at Convention Place
MG
Dec 15
4
Individual Income Tax Update, 8-11:30 am
CL4LTSUI
145
180
0
The Conference Center - at Convention Place
Tax
Dec 16
4
The CPA’s Role in Buying or Selling a Business, 8-11:30 am
CL4BASB
145
180
0
The Conference Center - at Convention Place
Tax
Dec 16
4
Forensic Accounting: Uncovering Schemes and Scams, 8-11:30 am
CL4FAFR
145
180
0
The Conference Center - at Convention Place
A&A
Dec 16
4
Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line, 8-11:30 am
CL4PYPL
145
180
0
The Conference Center - at Convention Place
MG
Dec 16
4
Revenue and Cash Receipts: Common Frauds and Internal Controls, 12:30-4 pm
CL4RCR
145
180
0
The Conference Center - at Convention Place
A&A
Dec 16
4
S Corporations: Strategies from Formation to Termination, 12:30-4 pm
CL4SCORP
145
180
0
The Conference Center - at Convention Place
Tax
Dec 16
4
Effective Workplace Communication, 12:30-4 pm
CL4TNWIS
145
180
0
The Conference Center - at Convention Place
PD
Dec 16
8
Washington B & O and Sales Tax, 8 am-4 pm
WSTX07
275
350
0
The Conference Center - at Convention Place
Tax
6
Southcenter (Tukwila) Nov 14
8
Variable Interest Entity Consolidation Rules: Not Just a Big Company Issue! 8 am-4 pm
VIE
275
350
-30
DoubleTree Guest Suites Southcenter
A&A
Nov 15
8
AICPA’s Annual Update: Top 10 GAAP Issues Facing CPAs, 8 am-4 pm
TTGP
275
350
-30
DoubleTree Guest Suites Southcenter
A&A
Nov 16
8
The Top Ten Fraud Schemes: How to Detect and Prevent Them, 8 am4 pm
TMCF02
275
350
-30
DoubleTree Guest Suites Southcenter
A&A
Nov 18
8
FASB Review for Industry, 8 am-4 pm
FASBI02
275
350
-30
DoubleTree Guest Suites Southcenter
A&A
Dec 12
8
Financial Forecasting and Management Decisions, 8 am-4 pm
FFMD
275
350
-30
DoubleTree Guest Suites Southcenter
MG
Dec 21
8
Federal Tax Update - Individuals (Form 1040), 8 am-4 pm
FTUI03
275
350
0
DoubleTree Guest Suites Southcenter
Tax
Dec 22
8
Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065), 8 am-4 pm
FTUB03
275
350
0
DoubleTree Guest Suites Southcenter
Tax
Spokane May 5
2
S l
Understanding Retirement Plan Fees and Expenses, 7:30 -9:30 am
CHSP19
50
50
0
Gonzaga University COG
PFP
May 10
0
S
Happy Hour Networking Event, 5-7 pm
NP16
0
0
0
C I Shenanigans
PD
May 11
2
6 S l
Manners Mean Business, 12-2 pm
CHSP24
40
40
0
The Spokane Club
PD
May 12
2
S l
Common Scams and Social Influence Tactics, 7:30 -9:30 am
CHSP20
50
50
0
Gonzaga University COG
SK
May 19
2
6 S l
Ethics in the Real World (Not WA State Ethics Compliant), 7:30 9:30 am
CHSP16
40
40
0
Gonzaga University COG
SK
May 25
8
The Best Estate and Financial Planning Topics of 2011, 8 am-4 pm
BEST
265
340
0
Hampton Inn Spokane
Tax
May 26
2
S l
General A&A and Tax Update, 7:30 -9:30 am
CHSP21
50
50
0
Gonzaga University COG
A&A
May 27
8
Auditing and Reporting Standards Annual Update by Walter Haig, 8 am4 pm
ARSU
295
370
0
Hampton Inn Spokane
A&A
Jun 9
8
Jun 14
Employee Benefit Plans: Audit and Accounting Essentials, 8 am-4 pm
EBPE
275
350
-30
Hampton Inn Spokane
A&A
0
S
Happy Hour Networking Event, 5-7 pm
NP08
0
0
0
C I Shenanigans
PD
Jul 12
0
S
Happy Hour Networking Event, 5-7 pm
NP09
0
0
0
C I Shenanigans
PD
Aug 9
0
S N
Happy Hour Networking Event, 5-7 pm
NP10
0
0
0
C I Shenanigans
PD
ç Aug 29
8
Y
Now I See! Comprehending OMB A-133, 8 am-4 pm
COMB01
275
350
-30
Hampton Inn Spokane
GNP
Sep 13
0
S
Happy Hour Networking Event, 5-7 pm
NP11
0
0
0
C I Shenanigans
PD
Sep 21
8
Accounting for Income Taxes: Applying SFAS No. 109/FIN 48: A Whole New Ballgame! 8 am-4 pm
AIT02
275
350
-30
Hampton Inn Spokane
A&A
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Save with WSCPA Partners Learn more at www.wscpa.org (education section) or call the wscPa, (425) 644-4800.
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13
Register at www.wscpa.org or page 21
Education and event listing
Fees
Biebl Fever
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andy biebl’s tax advisor’s Update award-winning instructor andy biebl is coming back to the wscPa for andy biebl’s tax advisor’s Update in January 2012 - just before tax season begins! this comprehensive update course offers a real world interpretation of 2011 federal tax changes with practical advice on how those developments affect your clients’ business and personal income taxes.
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Washington Professional Education Catalog
Date
CPE Credits
#
Course
Type
Code
WSCPA NonAICPA Member Member Member Fee Fee Discount
Facility
Subject
For more details, search by code at www.wscpa.org/cpe
Sep 22
8
Internal Control Essentials for Financial Managers, Accountants, and Auditors, 8 am-4 pm
ICDAD01
275
350
-30
Hampton Inn Spokane
A&A
ç Sep 28
8
AICPA’s Controllership: 25 Critical Lessons form the Trenches, 8 am-4 pm
CDLT01
275
350
-30
Hampton Inn Spokane
MG
Oct 11
0
Happy Hour Networking Event, 5-7 pm
NP12
0
0
0
C I Shenanigans
PD
Oct 18
8
Cash and Tax Basis Financial Statements Preparation and Reporting, 8 am-4 pm
CTB01
275
350
-30
Hampton Inn Spokane
A&A
Oct 20
0
Casino Night - Networking Event, 6-9 pm
NP06
20
20
0
Hampton Inn Spokane
PD
Oct 24
8
Washington B & O and Sales Tax, 8 am- 4pm
WSTX03
275
350
0
Hampton Inn Spokane
Tax
Oct 26
8
Form 1041: Income Taxation of Estates and Trusts, 8 am- 4pm
ITET
275
350
-30
Hampton Inn Spokane
Tax
ç Oct 27
8
49 Tax-Cutting Moves for Individuals, 8 am-4 pm
FNTC01
275
350
-30
Hampton Inn Spokane
Tax
Oct 31
8
Annual Update for Accountants and Auditors, 8 am-4 pm
AUAA03
275
350
-30
Hampton Inn Spokane
A&A
Nov 3
8
Washington State Community Property and Estate Tax Law Update, 8 am-4 pm
WKCP01
275
350
0
Hampton Inn Spokane
Tax
Nov 7
4
E
CPE in Ethics: A Requirement in Washington State, 8-11:30 am
CENRW406
180
215
0
Hampton Inn Spokane
Ethics
Nov 8
0
S
Happy Hour Networking Event, 5-7 pm
NP13
0
0
0
C I Shenanigans
PD
Nov 10
8
Y
Governmental & Nonprofit Annual Update, 8 am-4 pm
GNAU01
275
350
-30
Hampton Inn Spokane
GNP
Nov 11
8
GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig, 8 am-4 pm
GURSME04
305
380
0
Hampton Inn Spokane
A&A
ç Nov 15
8
The Top Ten Fraud Schemes: How to Detect and Prevent Them, 8 am-4 pm
TMCF01
275
350
-30
Hampton Inn Spokane
A&A
Nov 18
8
Compilation and Review Standards Update and Review by Walter Haig, 8 am-4 pm
CRUR04
305
380
0
Hampton Inn Spokane
A&A
Dec 7
8
The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy, 8 am-4 pm
BCPE02
285
360
0
Hampton Inn Spokane
Tax
Dec 8
8
The Best Individual Income Tax Update Course By Surgent McCoy, 8 am-4 pm
BITU02
285
360
0
Hampton Inn Spokane
Tax
Dec 13
8
Delving into the Top Twelve Issues for Partnerships, LLCs and S Corps, 8 am-4 pm
DTT
275
350
-30
Hampton Inn Spokane
A&A
Dec 13
0
Happy Hour Networking Event, 5-7 pm
NP14
0
0
0
C I Shenanigans
PD
Dec 14
8
AICPA’s 2010 Individual Tax Review Series: Beyond the Basics, 8 am-4 pm
TRBB
275
350
-30
Hampton Inn Spokane
Tax
Dec 19
8
Audit Efficiency Workshop - A Realistic Approach, 8 am-4 pm
AEW02
275
350
0
Hampton Inn Spokane
A&A
Dec 20
8
Annual Accounting Update and Review for Accountants in Industry, 8 am-4 pm
AAUDI
275
350
0
Hampton Inn Spokane
A&A
Jan 16
8
Andy Biebl’s Tax Advisor’s Update, 8 am-4 pm
BTAU01
325
400
0
Mirabeau Park Hotel
Tax
May 25
8
Accounting and Reporting Standards Annual Update, 8 am-4 pm
ARSU02
305
380
0
Hampton Inn Spokane
A&A
Jun 22
8
Audits of 401(k) Plans, 8 am-4 pm
AFKP02
275
350
-30
Pacific Grill Events Ctr
A&A
Sep 23
8
Internal Control Essentials for Financial Managers, Accountants, and Auditors, 8 am-4 pm
ICDAD02
275
350
-30
Pacific Grill Events Ctr
A&A
ç Sep 26
8
LLC Practitioner’s Workshop: A Case Studies Approach, 8 am-4 pm
LWRK
285
360
0
Pacific Grill Events Ctr
MG
Oct 11
4
CPE in Ethics: A Requirement in Washington State, 8-11:30 am
CENRW403
180
215
0
Pacific Grill Events Ctr
Ethics
Oct 19
8
Annual Update for Accountants and Auditors, 8 am-4 pm
AUAA01
275
350
-30
Pacific Grill Events Ctr
A&A
Oct 21
8
FASB Review for Industry, 8 am-4 pm
FASBI01
275
350
-30
Pacific Grill Events Ctr
A&A
Oct 25
8
Cash and Tax Basis Financial Statements Preparation and Reporting, 8 am-4 pm
CTB02
275
350
-30
Pacific Grill Events Ctr
A&A
Nov 8
8
Construction Contractors: Accounting, Auditing and Tax, 8 am-4 pm
CAAT02
275
350
-30
Pacific Grill Events Ctr
A&A
Nov 15
8
Choosing the Best Entity Structure Under the New Tax Law in 2011, 8 am-4 pm
CBES02
285
360
0
Pacific Grill Events Ctr
Tax
ç Nov 16
8
Complex 1040 Planning, Strategies and Solutions (Schedules A, C, D, E and Much More!), 8 am-4 pm
CPSS
275
350
0
Pacific Grill Events Ctr
Tax
Nov 21
8
Washington B & O and Sales Tax, 8 am-4 pm
WSTX05
275
350
0
Pacific Grill Events Ctr
Tax
Dec 5
8
Compilation and Review Engagement Essentials, 8 am-4 pm
ICRE01
275
350
-30
Pacific Grill Events Ctr
A&A
Dec 6
8
Accounting and Reporting Practices of Not-for-Profit Organizations, 8 am-4 pm
FSNPO
275
350
-30
Pacific Grill Events Ctr
GNP
Dec 8
8
Advanced Tax Strategies for LLC & Partnership Transactions, 8 am-4 pm
APLPT01
275
350
-30
Pacific Grill Events Ctr
Tax
ç Dec 12
8
Year-End Business Update, Planning Strategies and Compliance Review, 8 am-4 pm
YEBU
275
350
0
Pacific Grill Events Ctr
Tax
Dec 13
8
Loscalzo’s Hands on Guide to Understanding and Testing Internal Controls, 8 am-4 pm
HGTC
275
350
0
Pacific Grill Events Ctr
A&A
Dec 14
8
The Top 50 Mistakes Practitioners Make and How to Fix Them: Dealing with the Internal Revenue Service, 8 am-4 pm
IRSM
285
360
0
Pacific Grill Events Ctr
Tax
Dec 21
8
Forensics and Financial Fraud: Real-World Issues & Answers, 8 am-4 pm
FFF02
275
350
-30
Pacific Grill Events Ctr
A&A
Oct 18
8
Forensic Accounting: Fraudulent Reporting and Concealed Assets, 8 am-4 pm
FAFR
275
350
-30
Red Lion at the Quay
A&A
Oct 21
8
Annual Update for Accountants and Auditors, 8 am-4 pm
AUAA02
275
350
-30
Red Lion at the Quay
A&A
S
S
S
Tacoma
E
Y
Vancouver
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Register at www.wscpa.org or page 21
Education and event listing Fees
CPE Credits
Date
# Nov 7
Course
Code WSCPA NonAICPA Member Member Member For more details, Fee Fee Discount search by code at www.wscpa.org/cpe
Facility
Subject
Type
4
E
Washington CPA Ethics and New Developments (WA State Requirement), 8-11:30 am
CENRW405
180
215
0
Red Lion at the Quay
Ethics
Nov 8
4
E
CPE in Ethics: A Requirement in Washington State, 8-11:30 am
CENRW407
180
215
0
Red Lion Wenatchee
Ethics
Nov 9
8
Closely Held Business Taxation: 49 Practical Ways to Cut Taxes, 8 am-4 pm
CHBT
275
350
-30
Red Lion Wenatchee
Tax
Nov 10
8
Taxation Essentials of LLCs, LLPs, LPs and Other Partnerships, 8 am-4 pm
TLLLO01
275
350
-30
Red Lion Wenatchee
Tax
Wenatchee
In-house Training
Separating Fact from Fiction
Your Desk - Webcasts and Webinars May 4
2
WEBINAR: XBRL Level 1 - The Next Evolution in Financial Reporting, 8-10 am
WNR227
79
94
0
Webinar
Tech
May 10
2
WEBCAST: Budgeting Wars Prevention! How to Ensure Accountability In Your Budget Process, 11 am-1 pm
WEB176
79
109
0
Webcast
MG
May 10
2
WEBCAST: Governance - Enhancing Risk Management: Setting the Right Balance Innovation and Controls, 2-4 pm
WEB177
79
109
0
Webcast
MG
May 11
3
WEBCAST: High Road Corporate Governance from the Inside - Out: The CFO Controller’s Tool Kit - Part 1, 1-4 pm
WEB178
99
129
0
Webcast
SK
May 11
2
6
WEBCAST: High Road Leadership Strategies for Eliminating Silos, Bureaucracy, or Turf Wars from Your Culture, 8-10 am
WEB179
79
109
0
Webcast
MG
May 11
2
6
WEBCAST: High Road Approach to Difficult Conversations: How to Face and Grow from Them, 11 am-1 pm
WEB180
79
109
0
Webcast
MG
May 16
2
WEBINAR: Section 6694 Research Requirements, 11 am-1 pm
WNR228
79
94
0
Webinar
Tax
May 18
2
WEBINAR: Adobe Acrobat for Accountants I - Basic Features & Functions, 8-10 am
WNR229
79
94
0
Webinar
Tech
May 18
2
WEBINAR: Adobe Acrobat for Accountants II - Advanced Features & Functions, 11 am-1 pm
WNR230
79
94
0
Webinar
Tech
May 20
4
WEBCAST: Myths of Budgeting and How to Overcome Them, 8 am-12 pm
WEB181
129
159
0
Webcast
MG
May 20
2
6
WEBCAST: Five Clients in Five Days, 8-10 am
WEB229
79
109
0
Webcast
MG
May 20
2
6
WEBCAST: Make Meetings Matter, 10 am-12 pm
WEB234
79
109
0
Webcast
MG
May 23
8
WEBCAST: Legal and Financial Aspects of Restructuring and Liquidation , 8:30 am-4 pm
WEB91
255
295
0
Webcast
SK
May 23
2
WEBINAR: Evaluating and Selecting a Document Management System, 11 am-1 pm
WNR230
79
94
0
Webinar
Tech
May 24
2
WEBINAR: Auditing & Fraud Technology Tools, 8-10 am
WNR231
79
94
0
Webinar
Tech
ç May 25
8
WEBCAST: Advanced Fraud Case Study, 8:30 am-4:30 pm
WEB92
255
295
0
Webcast
A&A
ç May 27
4
A133 Audits - What Do I Need to Know? An Auditor’s Perspective for Auditor, 8-11:30 am
WEB236
129
159
0
Webcast
A&A
ç May 27
4
A133 Audits - How Can I do It Better? An Auditor’s Perspective for Auditor, 12:30-4 pm
WEB237
129
159
0
Webcast
A&A
May 31
3
May 31
3
May 31
2
Jun 1
1.5
Jun 1
WEBCAST: Accounts Receiveable Management, 8-11 am
WEB217
99
129
0
Webcast
MG
WEBCAST: Getting Stuff Done When You Don’t Own the Company, 12-3 pm
WEB224
99
129
0
Webcast
MG
WEBINAR: Excel - Auditing Your Spreadsheets to Ensure Data Integrity, 8-10 am
WNR232
79
94
0
Webinar
Tech
WEBCAST: WSCPA Annual Meeting with Professional Issues Update MEMBERS ONLY, 7:30 -9:30 am
WAM
15
15
0
Webcast
SK
8
WEBCAST: Construction Industry Accts & Tax Issues, 7 am-3 pm
WEB200
195
225
0
Webcast
A&A
Jun 1
8
WEBCAST: Excel-Based Dashboards, 8:30 am-4 pm
WEB01
255
295
0
Webcast
Tech
Jun 1
2
WEBINAR: Excel - Formulas and Functions, 8-10 am
WNR100
79
94
0
Webinar
Tech
Jun 1
2
WEBINAR: Excel - The Power of Pivot Tables, 11 am-1 pm
WNR101
79
94
0
Webinar
Tech
Jun 2
8
WEBCAST: Internal Controls for Small-Business Accounting Systems, 8:30 am-4 pm
WEB02
255
295
0
Webcast
A&A
Jun 3
8
WEBCAST: Business Valuation Conference, 8:30 am-4:30 pm
WEB03
255
295
0
Webcast
CS
Jun 3
2
WEBINAR: Best Options for Backup, 8-10 am
WNR102
79
94
0
Webinar
Tech
Jun 3
2
WEBINAR: Managing the Cost of Technology, 11 am-1 pm
WNR103
79
94
0
Webinar
Tech
Jun 6
2
WEBINAR: Excel - The Business Analytics Tool, 8-10 am
WNR104
79
94
0
Webinar
Tech
Jun 7
8
WEBCAST: Fraud: Exposures and Solutions in the Non Audit Environment, 8:30 am-4:30 pm
WEB04
255
295
0
Webcast
A&A
Jun 7
8
WEBCAST: Financial Statement Preparation for Your QuickBooks Client, WEB05 8:30 am-4:30 pm
255
295
0
Webcast
Tech
Jun 9
2
WEBCAST: Budgeting Wars Prevention: How to Ensure Accountability Exists in Your Budget Process, 8-10 am
WEB201
79
109
0
Webcast
MG
Jun 9
2
WEBCAST: Governance-Enhancing Risk Management: Setting the Right Balance Innovation and Controls, 11 am-1 pm
WEB202
79
109
0
Webcast
MG
Jun 9
3
WEBCAST: High Road Corporate Governance from the Inside Out, 2-5 pm
WEB203
99
129
0
Webcast
MG
Jun 9
8
WEBCAST: Preparing Form 5500, 8:30 am-4 pm
WEB06
255
295
0
Webcast
Tax
Jun 9
2
WEBINAR: Outlook Part I - E-mail Management Tips & Techniques (Basic), 8-10 am
WNR105
79
94
0
Webinar
Tech
Jun 9
2
WEBINAR: Outlook Part 2 - E-mail Management Tips & Techniques (Advanced), 11 am-1 pm
WNR106
79
94
0
Webinar
Tech
Jun 10
2
WEBCAST: The High Road Approach to Difficult Conversations: How to Face and Grow from Them, 8-10 am
WEB204
79
109
0
Webcast
PD
6
S
6
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
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Washington Professional Education Catalog
15
Register at www.wscpa.org or page 21
Education and event listing
Fees Date
CPE Credits
#
Not enough hours in your workday to take CPE?
wscPa webcasts Coming soon to Saturdays & Evenings! watch for details
16
Washington Professional Education Catalog
Course
Code
WSCPA NonAICPA Member Member Member Fee Fee Discount
Facility
Subject
WEBCAST: High Road Leadership Strategies for Eliminating Silos, Bureaucracy or Turf Wars in Your Culture, 10:30 am-12:30 pm
WEB205
79
109
0
Webcast
PD
Type
For more details, search by code at www.wscpa.org/cpe
Jun 10
2
Jun 10
4
WEBCAST: Myths of Budgeting & How to Overcome Them, 1-5 pm
WEB206
99
129
0
Webcast
MG
Jun 10
2
WEBINAR: PowerPoint Level 1 - Creating Professional Presentations, 8-10 am
WNR107
79
94
0
Webinar
Tech
Jun 10
2
WEBINAR: PowerPoint Level 2 - Advanced Presentation Design, 11 am-1 pm
WNR108
79
94
0
Webinar
Tech
Jun 13
8
WEBCAST: Excel and Access: Tools of the Trade for Business, 8:30 am-4 pm
WEB07
255
295
0
Webcast
Tech
Jun 14
8
WEBCAST: Accounting and Auditing with Excel, 8:30 am-4 pm
WEB08
255
295
0
Webcast
Tech
Jun 15
8
WEBCAST: Entertainment Industry Conference, 8:30 am-4:30 pm
WEB09
255
295
0
Webcast
SK
Jun 15
2
WEBINAR: Estate Planning and Administration After 2010, 8-10 am
WNR110
79
94
0
Webinar
PFP
Jun 16
2
WEBCAST: Lean Accounting, 7-9 am
WEB207
79
109
0
Webcast
A&A
Jun 16
8
WEBCAST: Pension and Profit-Sharing Plan Strategies, 8:30 am-4:30 pm
WEB11
255
295
0
Webcast
EB
Jun 16
8
WEBCAST: Codification Topic 820: Fair Value Measurements and Disclosures, 8:30 am-4:30 pm
WEB10
255
295
0
Webcast
A&A
Jun 16
2
WEBINAR: Windows 7 - Tips & Techniques, 8-10 am
WNR111
79
94
0
Webinar
Tech
Jun 17
2
WEBINAR: Tax Practice: Section 7216 Regulations, 8-10 am
WNR112
79
94
0
Webinar
Tax
Jun 17
2
WEBINAR: Tax Practice: Section 6694 Research Requirements, 11 am1 pm
WNR113
79
94
0
Webinar
Tax
Jun 20
3
WEBCAST: Accounts Receivable Management “Part 1 of 6 in the Technical Controllers Series”, 8-11 am
WEB208
99
129
0
Webcast
MG
ç Jun 20
2
WEBCAST: Managing the Accounting Function So You Become Invaluable? “Part 2 of 6 of the Technical Controller Series”, 11:30 am-1:30 pm
WEB209
79
109
0
Webcast
MG
Jun 20
3
WEBCAST: Getting Stuff Done When You Don’t Own the Company “Part 3 of 6 in the Technical Controllers Series”, 2-5 pm
WEB210
99
129
0
Webcast
MG
Jun 20
8
WEBCAST: Introduction to XBRL and New Opportunities for CPAs, 8:30 am-4 pm
WEB12
255
295
0
Webcast
Tech
Jun 20
2
WEBINAR: Microsoft Office 2007/2010 - What’s New? 8-10 am
WNR114
79
94
0
Webinar
Tech
Jun 20
2
WEBINAR: Key Tax Issues Facing Members In Industry, 11 am-1 pm
WNR115
79
94
0
Webinar
Tax
ç Jun 21
3
WEBCAST: It’s ALL in the Process! How to Generate Productivity and Breakthrough Improvements “Part 4 of 6 in the Technical Controller Series”, 8-11 am
WEB211
99
129
0
Webcast
MG
ç Jun 21
2
WEBCAST: Setting the RIGHT Tone! A Finance Leader’s Best Tool for Employee Engagement “Part 5 of 6 in the Technical Controller Series”, 11:30 am-1:30 pm
WEB212
79
109
0
Webcast
PD
ç Jun 21
3
WEBCAST: Money Talks! Presenting Financial Concepts with Ease “Part 6 of 6 in the Technical Controllers Series”, 2-5 pm
WEB213
99
129
0
Webcast
MG
ç Jun 22
8
WEBCAST: Update on IRS Tax Controversy Procedure: Dealing with the IRS in the Real World, 7 am-3 pm
WEB214
195
225
0
Webcast
Tax
Jun 22
2
WEBINAR: Outlook Part 3 - Calendar & Contact Management Tips & Techniques, 2-4 pm
WNR109
79
94
0
Webinar
Tech
Jun 23
8
WEBCAST: Best Practices for Industry-Understanding Your Liability and Protect Corporate Information, 7 am-3 pm
WEB215
195
225
0
Webcast
MG
Jun 23
2
WEBINAR: Document Management Systems Software Review, 2-4 pm
WNR117
79
94
0
Webinar
Tech
Jun 23
2
WEBINAR: How to Go Paperless, 11 am-1 pm
WNR116
79
94
0
Webinar
Tech
ç Jun 24
8
WEBCAST: Audit of 401(k) Plans Webcast, 8:30 am-4:30 pm
WEB13
255
295
0
Webcast
A&A
Jun 24
2
WEBINAR: Better Reporting With the Intuit Statement Writer, 11 am-1 pm
WNR118
79
94
0
Webinar
Tech
Jun 24
2
WEBINAR: Solving the Top QuickBooks Issues, 8-10 am
WNR119
79
94
0
Webinar
Tech
Jun 25
2
WEBINAR: Excel - Beginner Tips, Tricks & Techniques, 6-8 am
WNR120
79
94
0
Webinar
Tech
ç Jun 27
4
WEBCAST: A133 Audits -What Do I Need to Know? An Auditor’s Perspective for Auditors and Auditees, 8 am-12 pm
WEB216
129
159
0
Webcast
A&A
ç Jun 27
4
WEBCAST: A133 Audits - How Can I Do It Better? An Auditor’s Perspective for Auditors and Auditees, 12:30-4:30 pm
WEB217
129
159
0
Webcast
A&A
Jun 27
2
WEBCAST: The CFO’s Role in Banking and Finance, 9-11 am
WEB218
79
109
0
Webcast
MG
Jun 27
2
WEBCAST: The CFO’s Role in Operational Control, 12-2 pm
WEB219
79
109
0
Webcast
MG
Jun 27
8
WEBCAST: S Corporations: Tax Consequences of Termination, Liquidation, 8:30 am-4 pm
WEB14
255
295
0
Webcast
Tax
Jun 27
2
WEBINAR: Excel - Formulas and Functions, 11 am-1 pm
WNR121
79
94
0
Webinar
Tech
Jun 27
2
WEBINAR: Excel - The Power of Pivot Tables, 8-10 am
WNR122
79
94
0
Webinar
Tech
Jun 28
8
WEBCAST: LLCs and Partnerships: Review of Selected Topics, 8:30 am-4 pm
WEB15
255
295
0
Webcast
Tax
Jun 28
8
WEBCAST: QuickBooks Accounting Software Overview and Update, 8:30 am-4:30 pm
WEB16
255
295
0
Webcast
Tech
Jun 28
2
WEBINAR: Excel - Auditing Your Spreadsheets to Ensure Data Integrity, 8-10 am
WNR123
79
94
0
Webinar
Tech
Jun 28
2
WEBINAR: Excel - Advanced Tips, Tricks & Techniques, 11 am-1 pm
WNR124
79
94
0
Webinar
Tech
Jun 29
2
WEBINAR: Adobe Acrobat for Accountants I - Basic Features & Functions, 5-7 pm
WNR125
79
94
0
Webinar
Tech
Jun 29
2
WEBINAR: Adobe Acrobat for Accountants II - Advanced Features & Functions, 8-10 am
WNR126
79
94
0
Webinar
Tech
Jun 30
2
WEBINAR: Auditing & Fraud Technology Tools, 11 am-1 pm
WNR127
79
94
0
Webinar
Tech
6
6
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Register at www.wscpa.org or page 21
Education and event listing Fees
CPE Credits
#
Course
Code WSCPA NonAICPA Member Member Member For more details, Fee Fee Discount search by code at www.wscpa.org/cpe
Facility
Subject
Type
Tax
Date
4
WEBCAST: Financial Statement Presentation & Disclosure (FSPD) - Part 1, 7-11 am
WEB220
129
159
0
Webcast
A&A
Jul 5
4
WEBCAST: Financial Statement Presentation & Disclosure (FSPD) - Part 2, 12-4 pm
WEB221
129
159
0
Webcast
A&A
Jul 5
2
WEBINAR: Outlook Part I - E-mail Management Tips & Techniques (Basic), 8-10 am
WNR128
79
94
0
Webinar
Tech
Jul 5
2
WEBINAR: Outlook Part 2 - E-mail Management Tips & Techniques (Advanced), 11 am-1 pm
WNR129
79
94
0
Webinar
Tech
ç Jul 6
8
WEBCAST: Update on IRS Tax Controversy Procedure: Dealing with the IRS in the Real World, 7 am-3 pm
WEB222
195
225
0
Webcast
Tax
Jul 6
8
WEBCAST: Cash and Credit Management, 8:30 am-4:30 pm
WEB17
255
295
0
Webcast
SK
ç Jul 6
8
WEBCAST: Audits of 403(b) Plans: A Challenging New Audit Area, 8:30 am-4:30 pm
WEB18
255
295
0
Webcast
A&A
Jul 6
2
WEBINAR: PowerPoint Level 1 - Creating Professional Presentations, 8-10 am
WNR130
79
94
0
Webinar
Tech
Jul 6
2
WEBINAR: PowerPoint Level 2 - Advanced Presentation Design, 11 am-1 pm
WNR131
79
94
0
Webinar
Tech
Jul 7
2
WEBCAST: Budgeting Wars Prevention: How to Ensure Accountability Exists in Your Budget Process, 8-10 am
WEB223
79
109
0
Webcast
MG
Jul 7
2
WEBCAST: Governance-Enhancing Risk Management: Setting the Right Balance Innovation and Controls, 11 am-1 pm
WEB224
79
109
0
Webcast
MG
Jul 7
3
WEBCAST: High Road Corporate Governance from the Inside Out, 2-5 pm
WEB225
99
129
0
Webcast
MG
Jul 7
8
WEBCAST: Excel Tips and Techniques for Increased Productivity and Improved Financial Modeling--Intermediate, 8:30 am-4 pm
WEB19
255
295
0
Webcast
Tech
ç Jul 7
8
WEBCAST: AICPA Guide to Business Combinations, Goodwill and Other Consolidation Issues, 8:30 am-4:30 pm
WEB20
255
295
-30
Webcast
A&A
Jul 7
2
WEBINAR: Tax Practice: Section 7216 Regulations, 8-10 am
WNR132
79
94
0
Webinar
Tax
Jul 7
2
WEBINAR: Tax Practice: Section 6694 Research Requirements, 11 am-1 pm
WNR133
79
94
0
Webinar
Tax
Jul 8
2
6
WEBCAST: The High Road Approach to Difficult Conversations: How to Face and Growfrom Them, 8-10 am
WEB226
79
109
0
Webcast
PD
Jul 8
2
6
WEBCAST: High Road Leadership Strategies for Eliminating Silos, Bureaucracy or Turf Wars in Your Culture, 10:30 am-12:30 pm
WEB227
79
109
0
Webcast
PD
Jul 8
4
WEBCAST: Myths of Budgeting & How to Overcome Them, 1-5 pm
WEB228
129
159
0
Webcast
MG
Jul 8
4
WEBCAST: Washington CPA Ethics and New Developments (A WA requirement), 8 am-12 pm
WEB229
129
159
0
Webcast
Ethics
ç Jul 8
2
WEBCAST:Technology Certificate Program 1 (K2), 11 am-1 pm
WEB21
79
99
0
Webcast
Tech
Jul 11
8
WEBCAST: Washington B & O and Sales Tax, 8 am-4 pm
WEB263
235
265
0
Webcast
Tax
Jul 11
8
WEBCAST: Construction Contractors: Special Tax and Accounting Considerations, 8:30 am-4:30 pm
WEB22
255
295
0
Webcast
A&A
ç Jul 12
3
WEBCAST: Research and Development Tax Credits: Do You Know the Tax Savings These Create? 8-11 am
WEB230
99
129
0
Webcast
Tax
ç Jul 12
8
WEBCAST: Advanced Controller and CFO Skills, 8:30 am-4:30 pm
WEB23
255
295
0
Webcast
MG
Jul 12
2
WEBINAR: Excel - The Business Analytics Tool, 8-10 am
WNR134
79
94
0
Webinar
Tech
Jul 13
2
WEBINAR:Adobe Acrobat for Accountants I - Basic Features & Functions, 8-10 am
WNR135
79
94
0
Webinar
Tech
Jul 13
2
WEBINAR: Adobe Acrobat for Accountants II - Advanced, 11 am-1 pm
WNR140
79
94
0
Webinar
Tech
Jul 14
3
WEBCAST: Accounts Receivable Management - “Part 1 of 6 of the Technical Controllers Series”, 8-11 am
WEB231
99
129
0
Webcast
MG
ç Jul 14
2
WEBCAST: Managing the Accounting Function so You Become Invaluable “Part 2 of 6 in the Technical Controller Series”, 11:30 am-1:30 pm
WEB232
79
109
0
Webcast
MG
“federal tax Update”
Jul 14
3
WEBCAST: Getting Stuff Done When You Don’t Own the Company “Part 3 of 6 in the Technical Controllers Series”, 2-5 pm
WEB233
99
129
0
Webcast
MG
with e. Lynn nichols,
ç Jul 14
8
WEBCAST: Meeting XBRL Mandates: Providing XBRL Services to Clients, 8:30 am-4:30 pm
WEB24
255
295
0
Webcast
Tech
cPa, michael mares,
Jul 14
2
WEBINAR: Adobe Acrobat for Accountants III - Tips & Techniques for the Experienced User, 8-10 am
WNR141
79
94
0
Webinar
Tech
cPa, abV, J.D. and
E
Jul 14
2
WEBINAR:Adobe Acrobat Forms, 11 am-1 pm
WNR136
79
94
0
Webinar
Tech
ç Jul 15
4
WEBCAST: A133 Audits: What Do I Need to Know? An Auditor’s Perspective for Auditors and Auditees, 8 am-12 pm
WEB234
129
159
0
Webcast
A&A
ç Jul 15
4
WEBCAST: A133 Audits: How Can I do It Better? An Auditor’s Perspective for Auditors and Auditees, 12:30-4:30 pm
WEB235
129
159
0
Webcast
A&A
Jul 15
3
WEBCAST: It’s ALL in the Process! How to Generate Productivity and Breakthrough Improvements “Part 4 of 6 in the Technical Controller Series”, 8-11 am
WEB236
99
129
0
Webcast
MG
Jul 15
2
WEBCAST: Setting the RIGHT Tone! A Finance Leader’s Best Tool for Employee Engagement “Part 5 of 6 in the Technical Controller Series”, 11:30 am-1:30 pm
WEB237
79
109
0
Webcast
PD
ç Jul 15
3
WEBCAST: Money Talks! Presenting Financial Concepts with Ease “Part 6 of 6 in the Technical Controllers Series”, 3-6 pm
WEB238
99
129
0
Webcast
MG
Jul 15
8
WEBCAST: Compilation and Review: Basic Review and Update, 8:30 am-4:30 pm
WEB25
255
295
0
Webcast
A&A
Jul 18
8
WEBCAST: Paperless Office: Managing Documents in a Digital World, 8:30 am-4 pm
WEB27
255
295
0
Webcast
Tech
Jul 18
8
WEBCAST: Social Security Benefits: Advising Clients, 8:30 am-4:30 pm
WEB26
255
295
0
Webcast
CS
6
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Federal
Jul 5
Free Federal
Tax Podcasts at www.wscpa.org/podcasts
Get up-to-date news on federal tax legislation, court cases and other developments with the weekly podcast:
edward Zollars, cPa.
These podcasts are provided to assist you in becoming more informed in federal tax legislation, and do not qualify for CPE credit. Washington Professional Education Catalog
17
Register at www.wscpa.org or page 21
Education and event listing
Fees Date
CPE Credits
#
web
casts inars and
Webcasts offer the seminar experience from the comfort of your desk. Enjoy the benefits of interactive learning with webcasts: • Watch real-time streaming video of the instructor. View the instructor’s presentation slides and submit your questions with online chat. • Webcasts qualify for Ë, Ì, Í or Ñ cPe credits. • Choose from 250+ webcasts on a wide range of topics, including a&a, management or tax.
www.wscpa.org/webcasts Webinars - if you are ready to try online learning, start with a webinar. Listen to real-time live instruction via your computer, while earning Ê or Ë cPe credits. • How webinars work: You will receive, via e-mail, instructions for accessing the webinar. View the instructor’s presentation, while you listen to the instructor. ask your questions via online chat. • Webinars are broadcast from the wscPa or by partner vendors, such as cPa crossings.
www.wscpa.org/webinars
reGister toDaY! see the partial list of webcasts and webinars starting on page 15. find the full listing online at www.wscpa.org.
18
Washington Professional Education Catalog
Course
Code
WSCPA NonAICPA Member Member Member Fee Fee Discount
Facility
Subject
WEBCAST: Preparing Complex 1040s, Calculating NOLs, 8:30 am4:30 pm
WEB28
255
295
0
Webcast
Tax
Type
For more details, search by code at www.wscpa.org/cpe
Jul 19
8
Jul 20
8
WEBCAST: Governmental A&A Update, 7 am-3 pm
WEB239
195
225
0
Webcast
GNP
Jul 20
2
WEBINAR: Excel - Best Unknown Features for Accountants, 8-10 am
WNR137
79
94
0
Webinar
Tech Tech
Y
Jul 20
2
WEBINAR: Security Tools - Up Close and Personal, 11 am-1 pm
WNR138
79
94
0
Webinar
ç Jul 21
2
WEBCAST: Technology Certificate Program 1 (K2), 11 am-1 pm
WEB29
79
99
0
Webcast
Tech
Jul 22
8
WEBCAST: Preparing Form 706: The Federal Estate Tax Return, 8:30 am-4:30 pm
WEB30
255
295
0
Webcast
Tax
Jul 22
8
WEBCAST: QuickBooks Accounting Software Overview and Update, 8:30 am-4:30 pm
WEB31
255
295
0
Webcast
Tech
Jul 22
2
WEBINAR: Better Reporting With the Intuit Statement Writer, 11 am-1 pm
WNR139
79
94
0
Webinar
Tech
Jul 22
2
WEBINAR: Solving the Top QuickBooks Issues, 8-10 am
WNR142
79
94
0
Webinar
Tech
Jul 25
8
WEBCAST: Internal Controls for Business - To Prevent Fraud and Loss, 7 am-3 pm
WEB240
195
225
0
Webcast
MG
Jul 25
8
WEBCAST: FASB Update, 8:30 am-4:30 pm
WEB32
255
295
0
Webcast
A&A
Jul 25
2
WEBINAR: Managing the Cost of Technology, 11 am-1 pm
WNR143
79
94
0
Webinar
Tech
Jul 26
8
WEBCAST: New Federal Tax Law-Individual and Business Current Developments You Need To Know Webcast, 8:30 am-4:30 pm
WEB34
255
295
0
Webcast
Tax
Jul 26
8
WEBCAST: Understanding Insurance: Creating Value for Your Clients, 8:30 am-4 pm
WEB33
255
295
0
Webcast
SK
Jul 26
2
WEBINAR: Microsoft Office 2007/2010 - What’s New? 8-10 am
WNR144
79
94
0
Webinar
Tech
Jul 27
8
WEBCAST: S Corporation Preparation, Basis Calculations & Distributions: Form 1120S Schedule K & K1 Analysis, 8:30 am-4:30 pm
WEB36
255
295
0
Webcast
Tax
Jul 27
8
WEBCAST: Secrets of Successful Insurance Planning, 8:30 am-4 pm
WEB35
255
295
0
Webcast
SK
Jul 27
2
WEBINAR: Excel - Beginner Tips, Tricks & Techniques, 8-10 am
WNR145
79
94
0
Webinar
Tech
Jul 27
2
WEBINAR: Excel - Advanced Tips, Tricks & Techniques, 11 am-1 pm
WNR146
79
94
0
Webinar
Tech
Jul 28
8
WEBCAST: Partnership Preparation, Basis Calculations & Distributions : Form 1065 Schedule K & K1 Analysis Webcast, 8:30 am-4:30 pm
WEB37
255
295
0
Webcast
Tax
Jul 28
2
WEBINAR: Excel - Auditing Your Spreadsheets to Ensure Data Integrity, 11 am-1 pm
WNR147
79
94
0
Webinar
Tech
Jul 29
2
WEBINAR: Excel - The Power of Pivot Tables, 11 am-1 pm
WNR148
79
94
0
Webinar
Tech
Aug 1
2
WEBINAR: Solving the Top QuickBooks Issues, 8-10 am
WNR149
79
94
0
Webinar
Tech
Aug 2
8
WEBCAST: Advanced Personal Financial Planning Update, 8:30 am-4 pm
WEB38
255
295
0
Webcast
PFP
Aug 2
2
WEBINAR: Client Portals - How to Develop A Strategic Model, 8-10 am
WNR150
79
94
0
Webinar
Tech
Aug 2
2
WEBINAR: Outlook Part 3 - Calendar & Contact Management Tips & Techniques, 11 am-1 pm
WNR151
79
94
0
Webinar
Tech
Aug 3
8
WEBCAST: Governmental A&A Update, 7 am-3 pm
WEB241
195
225
0
Webcast
GNP
ç Aug 3
8
WEBCAST: Basis Calculations & Distributions for Pass-Through Entity Owners (Schedule K-1 Analysis), 8:30 am-4:30 pm
WEB39
255
295
0
Webcast
Tax
Aug 3
2
WEBINAR: Auditing & Fraud Technology, 8-10 am
WNR152
79
94
0
Webinar
Tech
Aug 4
8
WEBCAST: New Federal Tax Law-Individual and Business Current Developments You Need To Know Webcast, 8:30 am-4:30 pm
WEB40
255
295
0
Webcast
Tax
Aug 5
4
WEBCAST: Washington CPA Ethics and New Developments (A WA requirement), 8 am-12 pm
WEB242
159
189
0
Webcast
Ethics
Aug 5
8
WEBCAST: Financial Statement Fraud Not Just Wall Street’s Problem, 8 am-4 pm
WEB268
235
265
0
Webcast
SK
Aug 5
8
WEBCAST: IRAs--Contributions and Distributions for Traditional, Roth, SEP and SIMPLE IRAs, 8:30 am-4:30 pm
WEB41
255
295
0
Webcast
Tax
Y
E
Aug 5
2
WEBINAR: Managing the Cost of Technology, 11 am-1 pm
WNR153
79
94
0
Webinar
Tech
ç Aug 8
3
WEBCAST: Research and Development Tax Credits: Do You Know the Tax Savings These Create? 8-11 am
WEB243
99
129
0
Webcast
Tax
Aug 8
2
WEBINAR: Excel - The Business Analytics Tool, 8-10 am
WNR154
79
94
0
Webinar
Tech
Aug 8
2
WEBINAR: Social Networking - Essentials for Business, 11 am-1 pm
WNR155
79
94
0
Webinar
Tech
Aug 9
4
WEBCAST: Financial Statement Presentation & Disclosure (FSPD) - Part 1, 7-11 am
WEB244
129
159
0
Webcast
A&A
Aug 9
4
WEBCAST: Financial Statement Presentation & Disclosure (FSPD) - Part 2, 12-4 pm
WEB245
129
159
0
Webcast
A&A
Aug 11
2
WEBCAST: Budgeting Wars Prevention: How to Ensure Accountability Exists in Your Budget Process, 8-10 am
WEB246
79
109
0
Webcast
MG
Aug 11
2
WEBCAST: Governance-Enhancing Risk Management: Setting the Right Balance Innovation and Controls, 11 am-1 pm
WEB247
79
109
0
Webcast
MG
Aug 11
3
WEBCAST: High Road Corporate Governance from the Inside Out, 2-5 pm
WEB248
99
129
0
Webcast
MG
Aug 12
2
6
WEBCAST: The High Road Approach to Difficult Conversations: How to Face and Grow from Them, 8-10 am
WEB249
79
109
0
Webcast
PD
Aug 12
2
6
WEBCAST: High Road Leadership Strategies for Eliminating Silos, Bureaucracy or Turf Wars in Your Culture, 10:30 am-12:30 pm
WEB250
79
109
0
Webcast
PD
Aug 12
4
WEBCAST: Myths of Budgeting & How to Overcome Them, 1-5 pm
WEB251
129
159
0
Webcast
MG
Aug 16
3
WEBCAST: Accounts Receivable Management “Part 1 of 6 of the Technical Controllers Series”, 8-11 am
WEB252
99
129
0
Webcast
MG
ç Aug 16
2
WEBCAST: Managing the Accounting Function so You Become Invaluable ? “Part 2 of 6 of the Technical Controller Series”, 11:30 am-1:30 pm
WEB253
79
109
0
Webcast
MG
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Register at www.wscpa.org or page 21
Education and event listing Fees
CPE Credits
Date
#
Course
Code WSCPA NonAICPA Member Member Member For more details, Fee Fee Discount search by code at www.wscpa.org/cpe
Facility
Subject
Type
Aug 16
3
WEBCAST: Getting Stuff Done When You Don’t Own the Company “Part 3 of 6 in the Technical Controllers Series”, 2-5 pm
WEB254
99
129
0
Webcast
MG
ç Aug 16
8
WEBCAST: Real Estate Taxation, 8:30 am-4:30 pm
WEB42
255
295
0
Webcast
Tax
Aug 16
2
WEBINAR: Adobe Acrobat for Accountants III - Tips & Techniques for the Experienced User, 8-10 am
WNR156
79
94
0
Webinar
Tech
ç Aug 17
3
WEBCAST: It’s ALL in the Process! How to Generate Productivity and Breakthrough Improvements “Part 4 of 6 in the Technical Controller Series”, 8-11 am
WEB255
99
129
0
Webcast
MG
ç Aug 17
2
WEBCAST: Setting the RIGHT Tone! A Finance Leader’s Best Tool for Employee Engagement “Part 5 of 6 in the Technical Controllers Series”, 11:30 am-1:30 pm
WEB256
79
109
0
Webcast
PD
ç Aug 17
3
WEBCAST: Money Talks! Presenting Financial Concepts with Ease “Part 6 of 6 in the Technical Controllers Series”, 2-5 pm
WEB257
99
129
0
Webcast
MG
Aug 17
2
WEBINAR: Key Tax Issues Facing Members In Industry, 11 am-1 pm
WNR157
79
94
0
Webinar
Tax
Aug 17
2
WEBINAR: 2011 Year-End Tax Planning - Thinking Outside the Box, 8-10 am
WNR158
79
94
0
Webinar
Tax
6
Aug 18
8
WEBCAST: Accounting and Auditing Update, 8:30 am-4:30 pm
WEB44
255
295
0
Webcast
A&A
ç Aug 18
8
WEBCAST: AMT and Other Topics, 8:30 am-4:30 pm
WEB43
255
295
0
Webcast
Tax
Aug 18
2
WEBINAR: Tax Practice: Section 6694 Research Requirements, 11 am-1 pm
WNR159
79
94
0
Webinar
Tax
Aug 18
2
WEBINAR: Tax Practice: IRS Regulation of Tax Practitioners, 8-10 am
WNR160
79
94
0
Webinar
Tax
ç Aug 19
8
WEBCAST: Other Comprehensive Basis of Accounting Fundamentals, 8:30 am-4:30 pm
WEB45
255
295
0
Webcast
A&A
Aug 19
2
WEBINAR: Word - Advanced Tips, Tricks & Techniques, 11 am-1 pm
WNR161
79
94
0
Webinar
Tech
Aug 22
2
WEBCAST: Strategic Sourcing ? Supply Chain Excellence, 7-9 am
WEB258
79
109
0
Webcast
SK
Aug 22
8
WEBCAST: Fundamentals of the Corporate Income Tax Return, 8:30 am-4:30 pm
WEB46
255
295
0
Webcast
Tax
Aug 22
2
WEBINAR: How to Go Paperless, 8-10 am
WNR162
79
94
0
Webinar
Tech
Aug 23
8
WEBCAST: Washington B & O and Sales Tax, 8 am-4 pm
WEB264
235
265
0
Webcast
Tax
ç Aug 23
8
WEBCAST: Common Frauds and Internal Controls for Revenue Purchasing and Cash Receipts, 8:30 am-4:30 pm
WEB47
255
295
0
Webcast
A&A
Aug 23
2
WEBINAR: 2011 IRS Tax Update, 8-10 am
WNR163
79
94
0
Webinar
Tax
Aug 24
8
WEBCAST: S Corporation Preparation, Basis Calculations & Distributions: Form 1120S Schedule K & K1 Analysis, 8:30 am-4:30 pm
WEB48
255
295
0
Webcast
Tax
Aug 24
2
WEBINAR: Document Management Systems Software Review, 8-10 am
WNR164
79
94
0
Webinar
Tech
Aug 24
2
WEBINAR: Auditing Your Spreadsheets to Ensure Data Integrity, 11 am-1 pm
WNR166
79
94
0
Webinar
Tech
Aug 25
8
WEBCAST: Partnership Preparation, Basis Calculations & Distributions : Form 1065 Schedule K & K1 Analysis, 8:30 am-4:30 pm
WEB49
255
295
0
Webcast
Tax
Aug 26
8
WEBCAST: Accounting Analysis: The Importance of Accounting Analysis, 8:30 am-4:30 pm
WEB50
255
295
0
Webcast
A&A
Aug 26
2
WEBINAR: PowerPoint Level 1 - Creating Professional Presentations, 8-10 am
WNR167
79
94
0
Webinar
Tech
Aug 26
2
WEBINAR: PowerPoint Level 2 - Advanced Presentation Design, 11 am-1 pm
WNR168
79
94
0
Webinar
Tech
Aug 29
8
WEBCAST: Federal Taxation of Partnerships and LLCs Part I: Formation, Operation and Allocations, 8:30 am-4:30 pm
WEB51
255
295
0
Webcast
Tax
Aug 30
8
WEBCAST: Internal Controls for Business - To Prevent Fraud and Loss, 7 am-3 pm
WEB259
195
225
0
Webcast
MG
Aug 30
2
WEBINAR: Excel - Formulas and Functions, 11 am-1 pm
WNR169
79
94
0
Webinar
Tech
Web
find more...
casts inars and
Without your help my dream of becoming a CPA might stay just a dream.
Your support of the washington cPa foundation helps aspiring cPas realize their dreams. the foundation helps students become cPas by awarding $40,5000 to accounting students for the 2011-12 academic year. “Winning a WSCPA scholarship helped me realize my goal of becoming a CPA.” - Jessica Andrews, CPA, Washington CPA Foundation scholarship recipient, 2003-2004
Make more dreams a reality.
contribute to the washington cPa foundation today at www.wscpa.org. (search for “foundation”) With a contribution of $250 or more, you will become a part of the Washington CPA Foundation Circle.
Additional webcasts and webinars are coming soon! Check the CPE/Event Catalog at www.wscpa.org for new programs added throughout the year.
ç New | non-tech credits | E Ethics credits | Conference | Y Yellow Book | C CFP | l Chapter event |
Networking Event | S Season Ticket and Coupons N/A
Washington Professional Education Catalog
19
Curriculum index Course
Code
City Page
Accounting & Auditing A133 Audits - How Can I do It Better? An Auditor’s Perspective for Auditor............................ WEB237...........Webcast..............15 A133 Audits - What Do I Need to Know? An Auditor’s Perspective for Auditor..................... WEB236...........Webcast..............15 Accounting & Auditing Conference........................................................................................................... AAC...................Bellevue................. 8 Accounting and Auditing Update................................................................................................................ CL4AUAA.......Seattle..................13 Accounting and Reporting Standards Annual Update and Review by Walter Haig................... ARSUR03.........Bellevue................. 9 Accounting and Reporting Standards Annual Update and Review by Walter Haig................... ARSUR01.........Chelan.................11 Accounting and Reporting Standards Annual Update and Review by Walter Haig................... ARSUR02.........Coeur d’Alene.. 11 Accounting and Reporting Standards Annual Update and Review by Walter Haig................... ARSUR4...........Port Hadlock.....12 Accounting and Reporting Standards Annual Update......................................................................... ARSU01............Bellevue................. 7 Accounting and Reporting Standards Annual Update......................................................................... ARSU02............Spokane..............14 Accounting for Income Taxes:Applying SFAS No. 109/FIN 48:A Whole New Ballgame!........ AIT01................Bellevue................. 7 Accounting for Income Taxes:Applying SFAS No. 109/FIN 48:A Whole New Ballgame!........ AIT02................Spokane..............13 Accounting Services, Compilations and Reviews: Effective Risk Management............................ ASCR.................Bellevue................. 8 Advanced Controller and CFO Skills........................................................................................................ ACCS01............Bellevue................. 8 Advanced Controller and CFO Skills........................................................................................................ ACCS02............Bellevue................. 8 Advanced FASB Review and Update:Tackling the Tougher GAAP Issues..................................... AFASB...............Bellevue................. 9 Advanced Forensic Techniques for Accountants................................................................................... AFTA.................Seattle..................12 Advanced Issues in Compilation, Review and Accounting Services................................................ CL4CRA...........Seattle..................13 Advanced Real Estate Accounting,Auditing & Taxation....................................................................... ARE....................Bellevue................. 8 Advanced Update for Compilation, Review and Accounting Services........................................... RPCR02............Everett.................11 Advanced Update for Compilation, Review and Accounting Services........................................... RPCR03............Olympia..............12 Advanced Update for Compilation, Review and Accounting Services........................................... RPCR01............Seattle..................12 AICPA Advanced Course: Overview of the AICPA Peer Review Program Standards............. ADPRT..............Bellevue................. 6 AICPA/AHI Staff Training ? Beginning In-Charge.................................................................................... STP3A...............Bellevue................. 9 AICPA/AHI Staff Training Basic.................................................................................................................... STP1A...............Bellevue................. 8 AICPA/AHI Staff Training Semi-Senior...................................................................................................... STP2A...............Bellevue................. 8 AICPA’s Annual Accounting and Auditing Workshop........................................................................... AAUW..............Bellevue................. 8 AICPA’s Annual Update for Controllers.................................................................................................. SKSB01.............Bellevue................. 9 AICPA’s Annual Update for Controllers.................................................................................................. SKSB02.............Bellevue...............10 AICPA’s Annual Update:Top 10 GAAP Issues Facing CPAs............................................................... TTGP.................Seattle..................13 AICPA’s Annual Update:Top 12 Audit Issues Facing CPAs................................................................. TTAU.................Bellevue................. 9 Analyzing Your Company’s Financial Statement..................................................................................... CL4FSABM......Bellevue...............10 Annual Accounting Update and Review for Accountants in Industry............................................ AAUDI..............Spokane..............14 Annual Update for Accountants and Auditors....................................................................................... AUAA04...........Kennewick.........11 Annual Update for Accountants and Auditors....................................................................................... AUAA03...........Spokane..............14 Annual Update for Accountants and Auditors....................................................................................... AUAA01...........Tacoma................14 Annual Update for Accountants and Auditors....................................................................................... AUAA02...........Vancouver..........14 Applying the Audit Risk Assessment Standards:A course for Newer Auditors.......................... RANA...............Bellevue................. 9 Audit Efficiency Workshop - A Realistic Approach............................................................................... AEW01.............Bellevue................. 8 Audit Efficiency Workshop - A Realistic Approach............................................................................... AEW02.............Spokane..............14 Audit Work papers: Documenting and Reviewing Field Work......................................................... ATDR................Seattle..................12 Auditing and Reporting Standards Annual Update by Walter Haig................................................. ARSU.................Spokane..............13 Auditing for Internal Fraud........................................................................................................................... FEAIF.................Bellevue................. 9 Auditing Standards Update and Review by Walter Haig..................................................................... AUUR3.............Bellevue................. 6 Auditing Standards Update and Review by Walter Haig..................................................................... AUUR01...........Bellevue................. 9 Auditing Standards Update and Review by Walter Haig..................................................................... AUUR02...........Bellevue...............10 Auditing Standards Update and Review by Walter Haig..................................................................... AUUR03...........Bellevue...............10 Audits of 401(k) Plans.................................................................................................................................... AFKP01.............Bellevue................. 6 Audits of 401(k) Plans.................................................................................................................................... AFKP02.............Tacoma................14 Audits of 403(b) Plans:A Challenging New Audit Area....................................................................... FOTB.................Bellevue................. 6 Cash and Tax Basis Financial Statements Preparation and Reporting............................................. CTB01...............Spokane..............14 Cash and Tax Basis Financial Statements Preparation and Reporting............................................. CTB02...............Tacoma................14 Cash Flow Statement: Preparation, Presentation and Use................................................................. FCFS2................Bellevue................. 6 Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts............. CFIC02.............Bellevue................. 8 Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts............. CFIC01.............Bellingham..........11 Compilation and Review Engagement Essentials................................................................................... ICRE02..............Seattle..................12 Compilation and Review Engagement Essentials................................................................................... ICRE01.............. Tacoma................14 Compilation and Review Standards Update and Review by Walter Haig..................................... CRUR9.............Bellevue................. 6 Compilation and Review Standards Update and Review by Walter Haig..................................... CRUR01...........Bellevue................. 6 Compilation and Review Standards Update and Review by Walter Haig..................................... CRUR03...........Bellevue................. 7 Compilation and Review Standards Update and Review by Walter Haig..................................... CRUR05...........Bellevue................. 9 Compilation and Review Standards Update and Review by Walter Haig..................................... CRUR06...........Bellevue................. 9 Compilation and Review Standards Update and Review by Walter Haig..................................... CRUR07...........Bellevue...............10 Compilation and Review Standards Update and Review by Walter Haig..................................... CRUR08...........Bellevue...............10 Compilation and Review Standards Update and Review by Walter Haig..................................... CRUR02...........Bellingham..........11 Compilation and Review Standards Update and Review by Walter Haig..................................... CRUR04...........Spokane..............14 Construction Contractors:Accounting,Auditing and Tax.................................................................. CAAT01...........Bellevue................. 8 Construction Contractors:Accounting,Auditing and Tax.................................................................. CAAT02...........Tacoma................14 Delving into the Top Twelve Issues for Partnerships, LLCs and S Corps....................................... DTT...................Spokane..............14 Employee Benefit Plans:Audit and Accounting Essentials................................................................... EBPE...................Spokane..............13 Fair Value Accounting:A Critical New Skill for All CPAs..................................................................... FVA.....................Everett.................11 FASB Review and Update: Common GAAP Issues Impacting All CPAs........................................ FRU....................Bellevue................. 6 FASB Review for Industry............................................................................................................................. FASBI02............Southcenter.......13 FASB Review for Industry............................................................................................................................. FASBI01............Tacoma................14 Financial Fraud, Forensics and the CPA.................................................................................................... CL4FFF..............Bellevue...............10 Financial Statement Analysis: Basis for Management Advice.............................................................. FSABM..............Bellevue................. 7 Financial Statement Presentation and Disclosure - A Realistic Approach..................................... FSPD..................Bellevue................. 8 Forensic Accounting: Fraudulent Reporting and Concealed Assets................................................ FAFR..................Vancouver..........14 Forensic Accounting: Uncovering Schemes and Scams....................................................................... CL4FAFR..........Seattle..................13 Forensics and Financial Fraud: Real-World Issues & Answers........................................................... FFF01.................Bellevue................. 9 Forensics and Financial Fraud: Real-World Issues & Answers........................................................... FFF02.................Tacoma................14 GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig....... GURSME8........Bellevue................. 6 GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig....... GURSME01.....Bellevue................. 6 GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig....... GURSME03.....Bellevue................. 7 GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig....... GURSME05.....Bellevue................. 9 GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig....... GURSME06.....Bellevue...............10 GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig....... GURSME07.....Bellevue...............10 GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig....... GURSME02.....Bellingham..........11 GAAP Update and Review for Small and Medium-Sized Entities (SMEs) by Walter Haig....... GURSME04.....Spokane..............14 Gary Zeune’s Guide to 15 NEW Fraud Cases for 2011 Engagements......................................... F2011.................Bellevue................. 6 Gary Zeune’s Guide to Audits + Compilations + Reviews: What’s new for 2011.................... ACR2011.........Bellevue................. 8 Gary Zeune’s Guide to Audits in Times of Massive Financial, Legal, Healthcare......................... ATM2011.........Bellevue................. 6 Gary Zeune’s Guide to Detecting and Preventing Internal Fraud,Theft and Abuse.................. IFTA....................Bellevue................. 8 General A&A and Tax Update...................................................................................................................... CHSP21............Spokane..............13 IFRS Convergence - What it Means to You............................................................................................. IFRSC.................Bellevue................. 7 IFRS Essentials with GAAP Comparison: Building a Solid Foundation........................................... IFRS....................Bellevue................. 8 IFRS Update and Review of Complex Topics.......................................................................................... IUP......................Bellevue................. 9 IFRS vs. US GAAP:The Differences That You Need to Know........................................................... IUGD.................Bellevue................. 8 Internal Control Deficiencies:Assessment and Reporting Under SAS 115................................. ICDAR..............Bellevue................. 8 Internal Control Essentials for Financial Managers,Accountants, and Auditors.......................... ICDAD03.........Bellevue................. 9 Internal Control Essentials for Financial Managers,Accountants, and Auditors.......................... ICDAD01.........Spokane..............13 Internal Control Essentials for Financial Managers,Accountants, and Auditors.......................... ICDAD02.........Tacoma................14 Internal Controls for Small Business Accounting Systems................................................................. ITCB..................Bellevue................. 8 International versus U.S.Accounting:What in the World is the Difference?................................ IUSA...................Seattle..................12 Loscalzo’s Disclosure: The Key to Financial Statements..................................................................... DKFS.................Bellevue................. 9 Loscalzo’s Hands on Guide to Understanding and Testing Internal Controls............................. HGTC...............Tacoma................14
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Washington Professional Education Catalog
Course
Register at www.wscpa.org or page 21 Code
City Page
Loscalzo’s Tips on How to Review Documentation Effectively........................................................ WPR..................Bellevue................. 9 New FASB Developments for Business & Industry.............................................................................. CL4FASBI.........Bellevue...............10 Northwest Accounting Educators Conference..................................................................................... NAEC................Bellevue................. 7 Not-for-Profit Conference, 8 am-4:30 pm.............................................................................................. NFPC.................Seattle..................12 Personal Financial Accounting:A Prescription for Achieving and Managing Wealth................... PFA.....................Bellevue................. 7 Personal Financial Accounting:A Prescription for Achieving and Managing Wealth................... PFA.....................Bellevue...............10 Purchasing, Inventory, and Cash Disbursements: Common Frauds and Internal Controls..... CL4PCD...........Bellevue...............10 Real Estate Accounting and Auditing......................................................................................................... REAA.................Bellevue................. 8 Real Estate Accounting and Financial Reporting:Tackling the Complexities................................ REFR..................Olympia..............12 Revenue and Cash Receipts: Common Frauds and Internal Controls........................................... CL4RCR...........Seattle..................13 SEC Reporting.................................................................................................................................................. SECR..................Seattle..................12 Small Business Accounting and Auditing Update................................................................................... SBAA.................Bellevue................. 8 Small Business Accounting and Auditing Update................................................................................... SBAA.................Everett.................11 The Coming IFRS Conversion: Preparing for the Ultimate GAAP Make Over.......................... IFRSG................Seattle..................12 The Top Ten Fraud Schemes: How to Detect and Prevent Them................................................... TMCF01...........Spokane..............14 The Top Ten Fraud Schemes: How to Detect and Prevent Them.................................................... TMCF02...........Southcenter.......13 Uncertainty in Income Taxes:A Must Know for Tax CPAs and Accountants/Auditors............ CL4FIN48........Bellevue...............10 Upcoming Peer Review: Is Your Firm Ready?.......................................................................................... SNPR.................Bellevue................. 6 Variable Interest Entity Consolidation Rules: Not Just a Big Company Issue!............................. VIE......................Seattle..................13 WEBCAST: A133 Audits: How Can I do It Better? An Auditor’s Perspective for Auditors... WEB235...........Webcast..............17 WEBCAST:A133 Audits - How Can I Do It Better? An Auditor’s Perspective for Auditors.WEB217...........Webcast..............16 WEBCAST:A133 Audits -What Do I Need to Know? An Auditor’s Perspective for............... WEB216...........Webcast..............16 WEBCAST:A133 Audits:What Do I Need to Know? An Auditor’s Perspective for............... WEB234...........Webcast..............17 WEBCAST:Accounting Analysis:The Importance of Accounting Analysis.................................. WEB50.............Webcast..............19 WEBCAST:Accounting and Auditing Update........................................................................................ WEB44.............Webcast..............19 WEBCAST:Advanced Fraud Case Study................................................................................................. WEB92.............Webcast..............15 WEBCAST:AICPA Guide to Business Combinations, Goodwill and Other Consolidation.. WEB20.............Webcast..............17 WEBCAST:Audit of 401(k) Plans Webcast............................................................................................. WEB13.............Webcast..............16 WEBCAST:Audits of 403(b) Plans:A Challenging New Audit Area............................................... WEB18.............Webcast..............17 WEBCAST: Codification Topic 820: Fair Value Measurements and Disclosures......................... WEB10.............Webcast..............16 WEBCAST: Common Frauds and Internal Controls for Revenue Purchasing and Cash........ WEB47.............Webcast..............19 WEBCAST: Compilation and Review Update....................................................................................... WEB260...........Webcast..............19 WEBCAST: Compilation and Review: Basic Review and Update.................................................... WEB25.............Webcast..............17 WEBCAST: Construction Contractors: Special Tax and Accounting Considerations.............. WEB22.............Webcast..............17 WEBCAST: Construction Industry Accts & Tax Issues....................................................................... WEB200...........Webcast..............15 WEBCAST: FASB Update............................................................................................................................. WEB32.............Webcast..............18 WEBCAST: Financial Statement Presentation & Disclosure (FSPD) - Part 1.............................. WEB220...........Webcast..............16 WEBCAST: Financial Statement Presentation & Disclosure (FSPD) - Part 1.............................. WEB244...........Webcast..............18 WEBCAST: Financial Statement Presentation & Disclosure (FSPD) - Part 2.............................. WEB221...........Webcast..............17 WEBCAST: Financial Statement Presentation & Disclosure (FSPD) - Part 2.............................. WEB245...........Webcast..............18 WEBCAST: Fraud: Exposures and Solutions in the Non Audit Environment.............................. WEB04.............Webcast..............15 WEBCAST: Internal Controls for Small-Business Accounting Systems......................................... WEB02.............Webcast..............15 WEBCAST: Lean Accounting....................................................................................................................... WEB207...........Webcast..............16 WEBCAST: Other Comprehensive Basis of Accounting Fundamentals....................................... WEB45.............Webcast..............19 Consulting Services Investing Fundamentals for Individuals...................................................................................................... IFFI......................Lynnwood..........11 WEBCAST: Business Valuation Conference............................................................................................ WEB03.............Webcast..............15 WEBCAST: Social Security Benefits:Advising Clients......................................................................... WEB26.............Webcast..............17 Employee Benefits WEBCAST: Pension and Profit-Sharing Plan Strategies..................................................................... WEB11.............Webcast..............16 Estate and Personal Financial Planning Understanding Retirement Plan Fees and Expenses............................................................................ CHSP19............Spokane..............13 WEBCAST:Advanced Personal Financial Planning Update................................................................ WEB38.............Webcast..............18 WEBINAR: Estate Planning and Administration After 2010.............................................................. WNR110.........Webinar..............16 ETHICS Ethics in the Real World (Not WA State Ethics Compliant)............................................................. CHSP16............Spokane..............13 CPE in Ethics:A Requirement in Washington State.............................................................................. CENRW401....Bellevue................. 6 CPE in Ethics:A Requirement in Washington State.............................................................................. CENRW402....Bellevue................. 7 CPE in Ethics:A Requirement in Washington State.............................................................................. CENRW415....Bellevue...............10 CPE in Ethics:A Requirement in Washington State.............................................................................. CENRW410....Bremerton.........11 CPE in Ethics:A Requirement in Washington State.............................................................................. CENRW408....Kennewick.........11 CPE in Ethics:A Requirement in Washington State.............................................................................. CENRW411....Seattle..................12 CPE in Ethics:A Requirement in Washington State.............................................................................. CENRW406....Spokane..............14 CPE in Ethics:A Requirement in Washington State.............................................................................. CENRW403....Tacoma................14 CPE in Ethics:A Requirement in Washington State.............................................................................. CENRW407....Wenatchee........15 CPE in Ethics:A Requirement in Washington State.............................................................................. CENRW412....Everett.................11 Washington CPA Ethics and New Developments (WA State Requirement)............................. CENRW409....Bellevue................. 9 Washington CPA Ethics and New Developments (WA State Requirement)............................. CENRW414....Bellevue................. 9 Washington CPA Ethics and New Developments (WA State Requirement)............................. CENRW404....Bellingham..........11 Washington CPA Ethics and New Developments (WA State Requirement)............................. CENRW413....Olympia..............12 Washington CPA Ethics and New Developments (WA State Requirement)............................. CENRW405....Vancouver..........14 WEBCAST:Washington CPA Ethics and New Developments (A WA requirement).............. WEB229...........Webcast..............17 WEBCAST:Washington CPA Ethics and New Developments (A WA requirement).............. WEB242...........Webcast..............18 Government / Not For Profit Accounting and Reporting Practices of Not-for-Profit Organizations........................................... FSNPO..............Tacoma................14 Advanced Auditing of HUD-Assisted Projects....................................................................................... EOAHUD........Bellevue................. 8 AICPA’s Annual Update:Top 12 Governmental and Nonprofit Accounting and Auditing....... TGNP................Bellevue................. 7 Analytical Procedures for Nonprofit Organizations............................................................................ EOAPF..............Bellevue................. 8 Applying A-133 to Nonprofit and Governmental Organizations.................................................... EOOMB...........Bellevue................. 8 Cost Allocation in Nonprofits:Who Gets It?......................................................................................... CAMN..............Bellevue................. 8 Governmental & Nonprofit Annual Update........................................................................................... GNAU02..........Bellevue................. 8 Governmental & Nonprofit Annual Update........................................................................................... GNAU01..........Spokane..............14 Nonprofit Auditing and Accounting Update........................................................................................... NAU..................Bellevue................. 9 Not-for-Profit Accounting & Reporting: From Start to Finish.......................................................... NPAR.................Seattle..................12 Now I See! Comprehending OMB A-133.............................................................................................. COMB02..........Bellevue................. 7 Now I See! Comprehending OMB A-133.............................................................................................. COMB01..........Spokane..............13 Right The First Time: Cases In Not-For-Profit Accounting and Auditing....................................... CNFP.................Bellevue................. 7 Running a Non-Profit Like a For-Profit Business................................................................................... RNPO...............Bellevue................. 8 Studies on Single Audit and Yellow Book Deficiencies........................................................................ SAYB..................Seattle..................12 The Revised Yellow Book: Government Auditing Standards.............................................................. EOYB.................Olympia..............12 WEBCAST: Governmental A&A Update................................................................................................. WEB239...........Webcast..............18 WEBCAST: Governmental A&A Update................................................................................................. WEB241...........Webcast..............18 Management 2011 Business Law Update........................................................................................................................... BLU....................Bellevue................. 9 Acquisitions to Grow the Business: Strategy, Structure, Integration & Due Diligence............. AGB...................Bellevue................. 7 AICPA Business Solutions Workshop: Delivering on Your Trusted Business Advisor Status.. TAW..................Bellevue................. 6 AICPA/AHI Staff Training Supervisory....................................................................................................... STP4A...............Bellevue................. 9 AICPA’s Annual Business Law Update...................................................................................................... ABLU.................Bellevue................. 9 AICPA’s Controllership: 25 Critical Lessons form the Trenches...................................................... CDLT02............Bellevue................. 8 AICPA’s Controllership: 25 Critical Lessons form the Trenches...................................................... CDLT01............Spokane..............14 Analyzing Costs, Productivity and Efficiency:Three Ways to Boost Your Bottom Line............ CL4PYPL..........Seattle..................13
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Fee1
PHONE (800) 272-8273 (toll free in WA) or (425) 644-4800 E-MAIL cpe@wscpa.org All WSCPA CPE Policies apply. View these policies in the Education section of www.wscpa.org. 1 WSCPA members and non-member CPAs from outside Washington (who are members of a state society with a reciprocal agreement) are eligible for the member discount. All others pay the standard fee.
* AICPA members qualify for a $30 discount per day off the cost of eligible AICPA courses. To receive the discount, you must verify that you are currently an AICPA member and provide your AICPA member ID number at the time of registration. Washington Professional Education Catalog
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Curriculum index Course
Code
City Page
Management (continued) Business & Industry Conference................................................................................................................. BIC.....................Bellevue................. 6 Cash Flow Management and Employee Retention, 3:30-5:30 pm................................................... CHSN05...........Lynnwood..........11 Chief Financial Officer: Executive Level Skills for Financial Managers............................................. CFO...................Bellevue................. 8 Controller’s Update: Latest Trends for Today’s Financial Manager................................................... CL4SKSB..........Bellevue...............10 Corporate Finance Tune-Up: Putting the Right Skills in Your Analytical Toolbox......................... CFT....................Bellevue................. 9 Doing More with Less: Lean Accounting and Management............................................................... CL4LAMA........Seattle..................13 Driving Corporate Performance:The CFO’s Role in Developing Competitive Advantage,... DCP...................Bellevue................. 7 Emerging Leaders Conference.................................................................................................................... ELC....................Redmond............12 Essential Skills for the Survival and Growth of Your Organization.................................................. CL4SGYC........Bellevue...............10 Financial Forecasting and Management Decisions................................................................................ FFMD.................Southcenter.......13 Financial Forecasting: Planning for Success.............................................................................................. CL4FFMD........Seattle..................13 Financial Management: Skills for Success in the Corporate World.................................................. FM.......................Bellevue................. 9 Gary Zeune’s Guide to Controller to CFO: 11 Skills to Make the Trip........................................ GCFO...............Bellevue................. 8 Lean Accounting and Management: Improving Profitability by Streamlining Operations......... LAMA................Bellevue................. 7 LLC Practitioner’s Workshop:A Case Studies Approach................................................................... LWRK...............Tacoma................14 Mastering the Applications of Budgeting While Side Stepping the Pitfalls..................................... MAPB................Bellevue................. 8 Only Financial Officer: Skills for Smaller Company Financial Managers......................................... OFO..................Bellevue................. 9 Performance Analysis Identifying Profit Improvement Opportunities........................................... PA.......................Bellevue................. 8 Strategic Planning:A Simplified and Workable Approach for Private Companies....................... SPPC..................Bellevue................. 9 The Complete Guide to Payroll Taxes and 1099 Issues...................................................................... CGPT................Bellevue................. 7 Thirty-Plus Practical Tools and Techniques for Making Your Key Financial Decisions................ TTMD...............Bellevue................. 7 WEBCAST:Accounts Receivable Management - “Part 1 of 6 of the Technical........................... WEB231...........Webcast..............17 WEBCAST:Accounts Receivable Management “Part 1 of 6 in the Technical Controllers...... WEB208...........Webcast..............16 WEBCAST:Accounts Receivable Management “Part 1 of 6 of the Technical Controllers...... WEB252...........Webcast..............18 WEBCAST:Accounts Receiveable Management.................................................................................. WEB217...........Webcast..............15 WEBCAST:Advanced Controller and CFO Skills................................................................................ WEB23.............Webcast..............17 WEBCAST: Best Practices for Industry-Understanding Your Liability and Protect................... WEB215...........Webcast..............16 WEBCAST: Budgeting Wars Prevention! How to Ensure Accountability In Your Budget....... WEB176...........Webcast..............15 WEBCAST: Budgeting Wars Prevention: How to Ensure Accountability Exists in Your.......... WEB201...........Webcast..............15 WEBCAST: Budgeting Wars Prevention: How to Ensure Accountability Exists in Your.......... WEB223...........Webcast..............17 WEBCAST: Budgeting Wars Prevention: How to Ensure Accountability Exists in Your.......... WEB246...........Webcast..............18 WEBCAST: Five Clients in Five Days........................................................................................................ WEB229...........Webcast..............15 WEBCAST: Getting Stuff Done When You Don’t Own the Company “Part 3 of 6 in the.... WEB210...........Webcast..............16 WEBCAST: Getting Stuff Done When You Don’t Own the Company “Part 3 of 6 in the..... WEB233...........Webcast..............17 WEBCAST: Getting Stuff Done When You Don’t Own the Company “Part 3 of 6 in the..... WEB254...........Webcast..............18 WEBCAST: Getting Stuff Done When You Don’t Own the Company, 12-3 pm....................... WEB224...........Webcast..............15 WEBCAST: Governance - Enhancing Risk Management: Setting the Right Balance.................. WEB177...........Webcast..............15 WEBCAST: Governance-Enhancing Risk Management: Setting the Right Balance.................... WEB202...........Webcast..............15 WEBCAST: Governance-Enhancing Risk Management: Setting the Right Balance.................... WEB224...........Webcast..............17 WEBCAST: Governance-Enhancing Risk Management: Setting the Right Balance.................... WEB247...........Webcast..............18 WEBCAST: High Road Approach to Difficult Conversations: How to Face and Grow.......... WEB180...........Webcast..............15 WEBCAST: High Road Corporate Governance from the Inside Out.......................................... WEB203...........Webcast..............15 WEBCAST: High Road Corporate Governance from the Inside Out.......................................... WEB225...........Webcast..............17 WEBCAST: High Road Corporate Governance from the Inside Out.......................................... WEB248...........Webcast..............18 WEBCAST: High Road Leadership Strategies for Eliminating Silos, Bureaucracy, or Turf........ WEB179...........Webcast..............15 WEBCAST: Internal Controls for Business - To Prevent Fraud and Loss..................................... WEB240...........Webcast..............18 WEBCAST: Internal Controls for Business - To Prevent Fraud and Loss..................................... WEB259...........Webcast..............19 WEBCAST: It’s ALL in the Process! How to Generate Productivity and Breakthrough......... WEB255...........Webcast..............19 WEBCAST: It’s ALL in the Process! How to Generate Productivity and Breakthrough......... WEB211...........Webcast..............16 WEBCAST: It’s ALL in the Process! How to Generate Productivity and Breakthrough......... WEB236...........Webcast..............17 WEBCAST: Make Meetings Matter........................................................................................................... WEB234...........Webcast..............15 WEBCAST: Managing the Accounting Function so You Become Invaluable ? “Part 2 of 6..... WEB253...........Webcast..............18 WEBCAST: Managing the Accounting Function so You Become Invaluable “Part 2 of 6......... WEB232...........Webcast..............17 WEBCAST: Managing the Accounting Function So You Become Invaluable? “Part 2 of 6....... WEB209...........Webcast..............16 WEBCAST: Money Talks! Presenting Financial Concepts with Ease “Part 6 of 6 in the........... WEB213...........Webcast..............16 WEBCAST: Money Talks! Presenting Financial Concepts with Ease “Part 6 of 6 in the........... WEB257...........Webcast..............19 WEBCAST: Money Talks! Presenting Financial Concepts with Ease “Part 6 of 6 in the ......... WEB238...........Webcast..............17 WEBCAST: Myths of Budgeting & How to Overcome Them........................................................ WEB206...........Webcast..............16 WEBCAST: Myths of Budgeting & How to Overcome Them.......................................................... WEB228...........Webcast..............17 WEBCAST: Myths of Budgeting & How to Overcome Them.......................................................... WEB251...........Webcast..............18 WEBCAST: Myths of Budgeting and How to Overcome Them...................................................... WEB181...........Webcast..............15 WEBCAST:The CFO’s Role in Banking and Finance........................................................................... WEB218...........Webcast..............16 WEBCAST:The CFO’s Role in Operational Control......................................................................... WEB219...........Webcast..............16 Women’s Leadership Summit...................................................................................................................... WLS...................Bellevue................. 6 Personal Development 3rd Annual Networking and Wine Tasting Event................................................................................... CHOM08.........Olympia..............12 Argosy Cruise - New Professionals Networking Event...................................................................... NP03.................Seattle..................12 Bowling- New Professionals Networking Event.................................................................................... NP07.................Seattle..................12 Career Workshop: Interviewing Tips Part One..................................................................................... CW11...............Bellevue................. 6 Career Workshop: Interviewing Tips Part Two...................................................................................... CW01...............Bellevue................. 6 Career Workshop: Resumes Top to Bottom.......................................................................................... CW10...............Bellevue................. 6 Casino Night - Networking Event.............................................................................................................. NP06.................Spokane..............14 Dealing With Difficult People....................................................................................................................... DWDP..............Bellevue...............10 Effective Workplace Communication........................................................................................................ CL4TNWIS.....Seattle..................13 Enhancing the Success of Your Organization with a Winning Culture........................................... CL4TBFF..........Bellevue...............10 Getting On Top of It All:The New Science of Increasing Productivity in Yourself and.............. GOT..................Bellevue................. 8 Happy Hour Networking Event.................................................................................................................. NP16.................Spokane..............13 Happy Hour Networking Event.................................................................................................................. NP08.................Spokane..............13 Happy Hour Networking Event.................................................................................................................. NP09.................Spokane..............13 Happy Hour Networking Event.................................................................................................................. NP10.................Spokane..............13 Happy Hour Networking Event.................................................................................................................. NP11.................Spokane..............13 Happy Hour Networking Event.................................................................................................................. NP12.................Spokane..............14 Happy Hour Networking Event.................................................................................................................. NP13.................Spokane..............14 Happy Hour Networking Event.................................................................................................................. NP14.................Spokane..............14 Happy Hour Networking Event.................................................................................................................. HH01.................Bellevue................. 6 Horse Races - New Professionals Networking Event......................................................................... NP02.................Auburn.................. 6 Kickoff Reception - New Professionals Networking Event............................................................... NP10.................Bellevue................. 6 Manners Mean Business................................................................................................................................. CHSP24............Spokane..............13 Negotiating for Success and Building Relationships at the Same Time.......................................... NFSA.................Bellevue...............10 Personal Marketing Dynamics...................................................................................................................... PDM...................Bellevue................. 6 Rock Star Social Media................................................................................................................................... CHSV09............Kirkland..............11 Scavenger Hunt- New Professionals Networking Event.................................................................... NP05.................Seattle..................12 Triple Your Memory and Confidence, and Halve Your Stress............................................................ TYMC...............Bellevue................. 8 Trivia Night- Networking Event Must be 21 or older to attend.................................................... NP04.................Bellevue................. 7 WEBCAST: High Road Leadership Strategies for Eliminating Silos, Bureaucracy or Turf ...... WEB205...........Webcast..............15 WEBCAST: High Road Leadership Strategies for Eliminating Silos, Bureaucracy or Turf........ WEB227...........Webcast..............17 WEBCAST: High Road Leadership Strategies for Eliminating Silos, Bureaucracy or Turf........ WEB250...........Webcast..............18 WEBCAST: Setting the RIGHT Tone! A Finance Leader’s Best Tool for Employee ............... WEB237...........Webcast..............17 WEBCAST: Setting the RIGHT Tone! A Finance Leader’s Best Tool for Employee ................ WEB212...........Webcast..............16 WEBCAST: Setting the RIGHT Tone! A Finance Leader’s Best Tool for Employee ................ WEB256...........Webcast..............19 WEBCAST:The High Road Approach to Difficult Conversations: How to Face and.............. WEB204...........Webcast..............15 WEBCAST:The High Road Approach to Difficult Conversations: How to Face and.............. WEB249...........Webcast..............18 WEBCAST:The High Road Approach to Difficult Conversations: How to Face and.............. WEB226...........Webcast..............17 Wine Tasting - New Professionals Networking Event......................................................................... NP01.................Seattle..................12
22
Washington Professional Education Catalog
Course
Register at www.wscpa.org or page 21 Code
City Page
Specialized Knowledge Accountability ... Now More than Ever.................................................................................................... CHSE08............Seattle..................12 Common Scams and Social Influence Tactics......................................................................................... CHSP20............Spokane..............13 Construction Contractors Advanced Issues.......................................................................................... CCAI.................Seattle..................13 Ethics in the Real World (Not WA State Ethics Compliant)............................................................. CHSP16............Spokane..............13 Farm Tax Conference..................................................................................................................................... FARMC.............Kennewick.........11 Financial Statement Fraud, Not Just Wall Street’s Problem................................................................ FSF......................Bellevue................. 7 Fraud Conference, 8 am-4:30 pm............................................................................................................... FDC...................Bellevue................. 9 Inside the IRS - A Tour for CPAs, EAs and Accountants...................................................................... ITI.......................Bellevue................. 6 International Tax Conference, 8 am-4:15 pm.......................................................................................... INTC.................Seattle..................12 Money Laundering - A Guide for CPAs.................................................................................................... MLCPA..............Bellevue................. 6 Pacific NW Construction Industry Conference, 8 am-5 pm............................................................ CIC.....................Seattle..................12 The Reid Technique of Interviewing and Interrogation....................................................................... RTI......................Bellevue................. 7 Thriving in Challenging Times: MAP Solutions for CPA Firm Leaders.......................................... AAA...................Bellevue................. 7 WEBCAST: Entertainment Industry Conference................................................................................ WEB09.............Webcast..............16 WEBCAST: Cash and Credit Management............................................................................................. WEB17.............Webcast..............17 WEBCAST: Financial Statement Fraud Not Just Wall Street’s Problem........................................ WEB268...........Webcast..............18 WEBCAST: High Road Corporate Governance from the Inside - Out:The CFO................... WEB178...........Webcast..............15 WEBCAST: Legal and Financial Aspects of Restructuring and Liquidation ................................. WEB91.............Webcast..............15 WEBCAST: Secrets of Successful Insurance Planning.......................................................................... WEB35.............Webcast..............18 WEBCAST: Strategic Sourcing ? Supply Chain Excellence................................................................. WEB258...........Webcast..............19 WEBCAST: Understanding Insurance: Creating Value for Your Clients......................................... WEB33.............Webcast..............18 WEBCAST:WSCPA Annual Meeting with Professional Issues Update MEMBERS ONLY..... WAM.................Webcast..............15 What Board Treasurers Need to Know.................................................................................................. WBTN401.......Bellevue................. 6 WSCPA Annual Meeting with Professional Issues Update................................................................. AM......................Seattle..................12 TaxATION 49 Tax-Cutting Moves for Individuals........................................................................................................ FNTC02...........Bellevue................. 8 49 Tax-Cutting Moves for Individuals........................................................................................................ FNTC01...........Spokane..............14 Advanced Concepts in Estate Planning..................................................................................................... ACEP.................Bellevue................. 8 Advanced Estate Planning: Practical Strategies for Your Clients....................................................... AEP.....................Bellevue................. 8 Advanced Selected Issues for Trusts, Estates, and Their Beneficiaries............................................ ITEB...................Seattle..................12 Advanced Tax Strategies for LLC & Partnership Transactions.......................................................... APLPT02..........Everett.................11 Advanced Tax Strategies for LLC & Partnership Transactions.......................................................... APLPT01..........Tacoma................14 Advanced Tax Strategies for S Corporations.......................................................................................... ADVSC.............Seattle..................12 Advanced Tax Structures: Using Tiered Partnerships, Multiple Corporations, Series LLCs.... ADTS.................Everett.................11 Advanced Technical Tax Forms Training - Form 1040 Issues.............................................................. ATFI....................Bellevue...............10 Advanced Technical Tax Forms Training - LLCs, S Corporations and Partnerships.................... ATFB..................Bellevue...............10 AICPA’s 1040 Tax Return Workshop by Sid Kess................................................................................. IITW..................Bellevue................. 9 AICPA’s 2010 Individual Tax Review Series: Beyond the Basics........................................................ TRBB.................Spokane..............14 AICPA’s Annual Federal Tax Update (not Andy Biebl course)........................................................... PTU....................Bellevue...............10 AICPA’s Annual Tax Update: Corporations and Pass-Through Entities......................................... TSUC.................Seattle..................13 AICPA’s Annual Tax Update: Individuals and Sole Proprietors.......................................................... TSUI...................Seattle..................12 AICPA’s Hottest Tax Topics for 2010........................................................................................................ HOT01.............Bellingham..........11 AICPA’s Hottest Tax Topics for 2010........................................................................................................ HOT02.............Olympia..............12 Andy Biebl’s Tax Advisor’s Update.............................................................................................................. BTAU02............Bellevue...............10 Andy Biebl’s Tax Advisor’s Update.............................................................................................................. BTAU01............Spokane..............14 Avoiding Legal Hassles - A Primer for Your Small Business Owners and Wealthy High-......... ALHP.................Bellevue................. 7 Basis Calculations & Distributions for Pass-Thru Entity Owners Schedule K-1 Analysis........ BCAD...............Bellingham..........11 Basis/Distributions for Pass-Through Entities:An IRS Hot Spot...................................................... BDPTE02.........Bellevue................. 9 Basis/Distributions for Pass-Through Entities:An IRS Hot Spot...................................................... BDPTE01.........Everett.................11 Choosing the Best Entity Structure Under the New Tax Law in 2011.......................................... CBES01.............Bellevue................. 7 Choosing the Best Entity Structure Under the New Tax Law in 2011.......................................... CBES02.............Tacoma................14 Choosing, Using and Converting Small Business Tax Entities - Going Beyond Typical ............ CUCS................Lynnwood..........11 Closely Held Business Taxation: 49 Practical Ways to Cut Taxes..................................................... CHBT................Wenatchee........15 Complex 1040 Planning, Strategies and Solutions (Schedules A, C, D, E and Much More!).... CPSS..................Tacoma................14 Current Federal Tax Developments.......................................................................................................... CFTD................Bellevue................. 7 Defense Against the Dark Arts - Managing Department of Revenue Audits............................... CHSV01............Kirkland..............11 Determining How Much Money You Need to Retire, and Tax Ideas and Money Manage ..... DRMM..............Bellevue................. 7 Employee Benefit and Retirement Planning - Life, Health and Other Benefit Tools.................. EBLH..................Bellevue................. 9 Estates and Trusts: Mastering Complex Income Tax Issues................................................................ CL4ITET...........Seattle..................13 Family Limited Partnerships.......................................................................................................................... FLP......................Lynnwood..........11 Federal Estate and Gift Tax Returns - Forms 706 and 709 Workshop.......................................... GIFT...................Everett.................11 Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & ...... FTUB04............Bellingham..........11 Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S &....... FTUB01............Kennewick.........11 Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & ...... FTUB02............Lynnwood..........11 Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S &....... FTUB03............Southcenter.......13 Federal Tax Update - Individuals (Form 1040)........................................................................................ FTUI04..............Bellingham..........11 Federal Tax Update - Individuals (Form 1040)........................................................................................ FTUI01..............Kennewick.........11 Federal Tax Update - Individuals (Form 1040)........................................................................................ FTUI02..............Lynnwood..........11 Federal Tax Update - Individuals (Form 1040)........................................................................................ FTUI03..............Southcenter.......13 Fiduciary Income Tax Returns - Form 1041 Workshop...................................................................... 1041...................Bellevue................. 8 Form 1041: Income Taxation of Estates and Trusts............................................................................... ITET...................Spokane..............14 Form 990:AICPA’s Answer to Unlocking the Tax Complexities...................................................... EOF990.............Bellevue................. 7 Form 990: Moving Beyond the Basics........................................................................................................ AF990................Bellevue................. 8 Individual Income Tax Update...................................................................................................................... CL4LTSUI.........Seattle..................13 Individual Update and Tax Season Tune-Up by Larry Stein................................................................. IUTS...................Bellevue................. 9 Innovative Tax Planning for Small Businesses: Corporations, Partnerships & LLCs.................... TPOC................Bellevue................. 7 International Taxation:To and From the United States........................................................................ ITTF...................Seattle..................13 IRAs, Roth IRAs, SIMPLEs and SEPs: Contributions, Rollovers, ....................................................... IRSS....................Bellevue................. 8 LLC and Partnership Taxation: Beyond the Basics................................................................................. NBLLC..............Bellingham..........11 Mergers,Acquisitions, and Sales of Closely Held Businesses:Advanced Case Analysis............. PSAS...................Seattle..................12 Multistate Income Tax: Simplifying the Complexities............................................................................ MIT.....................Olympia..............12 Mysterious Interest & Original Issue Discount Rules.......................................................................... MIO401............Bellevue................. 9 New Washington Tax Developments, 7:15-9 am................................................................................... CHBA10...........Bellevue................. 6 No-Nonsense Tax, Estate, Retirement and Eldercare Strategies for Your 60+ Clients............. NN60................Bellevue................. 7 Pacific Tax Institute, 8 am-4:30 pm............................................................................................................. PTI......................Seattle..................12 Partnership Preparation, Basis Calculations & Distributions - Form 1065 Schedule K & ...... PBAD................Bellevue................. 6 Pass Through Entities:Advanced Tax Issues............................................................................................. PTEA..................Lynnwood..........11 Passive Activity Losses A-Z........................................................................................................................... PAL.....................Bellevue................. 9 Preparing Individual Tax Returns for New Staff and Para-Professionals......................................... PITR...................Bellevue...............10 Rethinking Repairs:A Tax Strategy, 12 pm-1 pm.................................................................................... CHOM09.........Olympia..............12 S Corporation Key Issues, Compliance, and Strategies:An IRS Target Area................................. SCORP.............Bellevue................. 8 S Corporation Practitioner’s Workshop:A Case Studies Approach............................................... SWRK...............Bellevue................. 9 S Corporation Preparation, Basis Calculations & Distributions - Form 1120S Schedule K .. SBAD.................Bellevue................. 6 S Corporations: Strategies from Formation to Termination.............................................................. CL4SCORP.....Seattle..................13 Self-Employed Tax Clients - Using the Latest Strategies to Reduce Their Federal Tax............. SELS...................Bellevue................. 7 Social Security, Medicare, and Prescription Drug Retirement Benefits:What Every ............... SSRB...................Olympia..............12 Strategies and Tactics in the New War Against Higher Individual Taxes......................................... IWAR01............Bellevue................. 7 Strategies and Tactics in the New War Against Higher Individual Taxes......................................... IWAR02............Olympia..............12 Surgent McCoy’s Advanced Critical Tax Issues for Limited Liability Companies and................ ACTL.................Olympia..............12 Surgent McCoy’s Advanced Critical Tax Issues for S Corporations................................................ ACTS.................Everett.................11 Surgent McCoy’s Handbook for Mastering Basis, Distributions, and Loss Limitation Issues .HMBI.................Everett.................11 Tax Aspects of Bankruptcy:All Need Not Be Lost............................................................................... TAOB................Bellevue................. 7 Tax Update for Pass-Through Entities: S Corporations, Partnerships and LLCs........................ TUPTE..............Bellevue................. 9 Taxation Essentials of LLCs, LLPs, LPs and Other Partnerships....................................................... TLLLO02..........Bellevue................. 9 Taxation Essentials of LLCs, LLPs, LPs and Other Partnerships....................................................... TLLLO01..........Wenatchee........15 The 411 on Form 1041 for Trusts/Estates and Form 1040 for Decedents, Heirs, and ........... FITW.................Bellevue................. 9
Register at www.wscpa.org or page 21 Course
Code
City Page
Taxation (continued) The Best Estate and Financial Planning Topics of 2011........................................................................ BEST02.............Bellevue................. 9 The Best Estate and Financial Planning Topics of 2011........................................................................ BEST01.............Olympia..............12 The Best Estate and Financial Planning Topics of 2011........................................................................ BEST..................Spokane..............13 The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2011.......................................... IEFP....................Bellevue................. 7 The Best Individual Income Tax Update Course By Surgent McCoy............................................. BITU01.............Olympia..............12 The Best Individual Income Tax Update Course By Surgent McCoy............................................. BITU02.............Spokane..............14 The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent......... BCPE01.............Bellevue................. 9 The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent......... BCPE02.............Spokane..............14 The Complete Guide to Preparing Limited Liability Company, Partnership, and S Corp........ PLPS...................Bellevue...............10 The Complete Guide to the Preparation of Form 1041.................................................................... CG1041............Bellevue................. 8 The CPA’s Guide to Today’s Tax Planning Ideas and Legal Tax Loopholes - Taking ................... TGTL.................Bellevue................. 7 The CPA’s Role in Buying or Selling a Business..................................................................................... CL4BASB.........Seattle..................13 The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them............................ BTBB.................Bellevue................. 6 The Top 50 Mistakes Practitioners Make and How to Fix Them: Dealing with the IRS........... IRSM...................Tacoma................14 The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and................. INBB..................Bellevue................. 6 Today’s Complex Real Estate Transactions (2011) - Like-Kind Exchanges, Distressed............. TCRE.................Bellevue................. 7 Unraveling the At Risk Rules........................................................................................................................ UAR401............Bellevue................. 9 Washington B & O and Sales Tax............................................................................................................... WSTX03..........Spokane..............14 Washington B & O and Sales Tax............................................................................................................... WSTX01..........Bellevue................. 6 Washington B & O and Sales Tax............................................................................................................... WSTX02..........Bellevue................. 7 Washington B & O and Sales Tax............................................................................................................... WSTX04..........Everett.................11 Washington B & O and Sales Tax............................................................................................................... WSTX06..........Olympia..............12 Washington B & O and Sales Tax............................................................................................................... WSTX07..........Seattle..................13 Washington B & O and Sales Tax............................................................................................................... WSTX05..........Tacoma................14 Washington State Community Property and Estate Tax Law Update........................................... WKCP02.........Bellevue................. 8 Washington State Community Property and Estate Tax Law Update........................................... WKCP01.........Spokane..............14 Washington State Tax Conference, 8:30 am-4:40 pm.......................................................................... WSTC...............Seattle..................12 WEBCAST:AMT and Other Topics........................................................................................................... WEB43.............Webcast..............19 WEBCAST: Basis Calculations & Distributions for Pass-Through Entity Owners.................... WEB39.............Webcast..............18 WEBCAST: Federal Taxation of Partnerships and LLCs Part I: Formation, Operation ......... WEB51.............Webcast..............19 WEBCAST: Fundamentals of the Corporate Income Tax Return................................................... WEB46.............Webcast..............19 WEBCAST: IRAs--Contributions and Distributions for Traditional, Roth, SEP and................... WEB41.............Webcast..............18 WEBCAST: LLCs and Partnerships: Review of Selected Topics....................................................... WEB15.............Webcast..............16 WEBCAST: New Federal Tax Law-Individual and Business Current Developments You........ WEB34.............Webcast..............18 WEBCAST: New Federal Tax Law-Individual and Business Current Developments You........ WEB40.............Webcast..............18 WEBCAST: Partnership Preparation, Basis Calculations & Distributions : Form 1065 ......... WEB37.............Webcast..............18 WEBCAST: Partnership Preparation, Basis Calculations & Distributions : Form 1065 ......... WEB49.............Webcast..............19 WEBCAST: Preparing Complex 1040s, Calculating NOLs............................................................... WEB28.............Webcast..............17 WEBCAST: Preparing Form 5500.............................................................................................................. WEB06.............Webcast..............15 WEBCAST: Preparing Form 706:The Federal Estate Tax Return.................................................... WEB30.............Webcast..............18 WEBCAST: Real Estate Taxation................................................................................................................ WEB42.............Webcast..............19 WEBCAST: Research and Development Tax Credits: Do You Know the Tax Savings .......... WEB243...........Webcast..............18 WEBCAST: Research and Development Tax Credits: Do You Know the Tax Savings ............ WEB230...........Webcast..............17 WEBCAST: S Corporation Preparation, Basis Calculations & Distributions: Form ................. WEB36.............Webcast..............18 WEBCAST: S Corporation Preparation, Basis Calculations & Distributions: Form 1120S ... WEB48.............Webcast..............19 WEBCAST: S Corporations:Tax Consequences of Termination, Liquidation.............................. WEB14.............Webcast..............16 WEBCAST: Update on IRS Tax Controversy Procedure: Dealing with the IRS in the............ WEB214...........Webcast..............16 WEBCAST: Update on IRS Tax Controversy Procedure: Dealing with the IRS in the............. WEB222...........Webcast..............17 WEBCAST:Washington B & O and Sales Tax........................................................................................ WEB263...........Webcast..............17 WEBCAST:Washington B & O and Sales Tax........................................................................................ WEB264...........Webcast..............19 WEBINAR: 2011 IRS Tax Update............................................................................................................... WNR163.........Webinar..............19 WEBINAR: 2011 Year-End Tax Planning - Thinking Outside the Box.............................................. WNR158.........Webinar..............19 WEBINAR: Key Tax Issues Facing Members In Industry..................................................................... WNR115.........Webinar..............16 WEBINAR: Key Tax Issues Facing Members In Industry..................................................................... WNR157.........Webinar..............19 WEBINAR: Section 6694 Research Requirements.............................................................................. WNR228.........Webinar..............15 WEBINAR:Tax Practice: IRS Regulation of Tax Practitioners............................................................ WNR160.........Webinar..............19 WEBINAR:Tax Practice: Section 6694 Research Requirements...................................................... WNR113.........Webinar..............16 WEBINAR:Tax Practice: Section 6694 Research Requirements...................................................... WNR133.........Webinar..............17 WEBINAR:Tax Practice: Section 6694 Research Requirements...................................................... WNR159.........Webinar..............19 WEBINAR:Tax Practice: Section 7216 Regulations.............................................................................. WNR112.........Webinar..............16 WEBINAR:Tax Practice: Section 7216 Regulations.............................................................................. WNR132.........Webinar..............17 Websites, Software,Tax Quality Control, Engagement........................................................................ WSTQ..............Bellevue................. 9 What You Need to Do Now in Estate Planning Under New Tax Law.......................................... NLEP..................Bellevue................. 8 Year-End Business Update, Planning Strategies and Compliance Review...................................... YEBU.................Tacoma................14 Your 2011 Update on Estate Planning, Health Care Reform, Eldercare, and Long-Term......... UEPE..................Bellevue................. 9 Technology Advanced Excel................................................................................................................................................ ADE01..............Bellevue................. 6 Advanced Excel................................................................................................................................................ COMEX04......Bellevue................. 7 Advanced Excel................................................................................................................................................ ADE02..............Bellevue................. 8 Advanced Excel................................................................................................................................................ COMEX18......Bellevue...............10 Analytical Review Procedures Using Excel.............................................................................................. COMEX14......Bellevue...............10 Cash Flow Planning & Management with Excel..................................................................................... COMEX08......Bellevue...............10 Cash Flow Planning & Management with Excel..................................................................................... COMEX19......Bellevue...............10 Charting with Excel......................................................................................................................................... COMEX21......Bellevue................. 6 Charting with Excel......................................................................................................................................... COMEX06......Bellevue................. 8 Charting with Excel......................................................................................................................................... COMEX16......Bellevue...............10 Crystal Reports Intermediate...................................................................................................................... COMCR6........Bellevue................. 6 Crystal Reports Introduction...................................................................................................................... COMCR5........Bellevue................. 6 Crystal Reports Introduction...................................................................................................................... COMCR...........Bellevue...............10 Excel 2007 - Level 1........................................................................................................................................ EXL101.............Bellevue................. 6 Excel 2007 - Level 2........................................................................................................................................ EXL201.............Bellevue................. 6 Excel Data Analysis.......................................................................................................................................... COMEX02......Bellevue................. 6 Excel Data Analysis.......................................................................................................................................... COMEX11......Bellevue...............10 Excel Data Analysis.......................................................................................................................................... COMEX13......Bellevue...............10 Excel Functions,Tips,Tricks, & Techniques................................................................................................ COMEX03......Bellevue................. 7 Excel Functions,Tips,Tricks, & Techniques................................................................................................ COMEX17......Bellevue...............10 Excel Pivot Tables............................................................................................................................................. COMEX22......Bellevue................. 6 Excel Pivot Tables............................................................................................................................................. COMEX01......Bellevue................. 6 Excel Pivot Tables............................................................................................................................................. COMEX07......Bellevue................. 9 Excel Pivot Tables............................................................................................................................................. COMEX10......Bellevue...............10 Excel Pivot Tables............................................................................................................................................. COMEX15......Bellevue...............10 Excel PivotTables for Accountants - Part I............................................................................................... PT1401..............Bellevue................. 7 Excel PivotTables for Accountants - Part II.............................................................................................. PT2401..............Bellevue................. 7 Excel Tips,Ticks and Techniques for Accountants.................................................................................. EXL....................Bellevue................. 9 Excel Visual Basic Macros.............................................................................................................................. COMEX05......Bellevue................. 8 Excel Visual Basic Macros.............................................................................................................................. COMEX12......Bellevue...............10 Excel Visual Basic Macros.............................................................................................................................. COMEX20......Bellevue...............10 Importing/Exporting Data with QuickBooks......................................................................................... COMQB07.....Bellevue...............10 Information Technology Conference......................................................................................................... ITC.....................Bellevue................. 9 Integrating Microsoft Office......................................................................................................................... COMMO.........Bellevue...............10 Intermediate Access........................................................................................................................................ COMAC02......Bellevue...............10 Intermediate Excel........................................................................................................................................... COMEX09......Bellevue...............10 Introduction to Access................................................................................................................................... COMAC01......Bellevue...............10 Introduction to Microsoft PowerPoint..................................................................................................... COMPP5..........Bellevue................. 6 Introduction to Microsoft PowerPoint..................................................................................................... COMPP............Bellevue...............10
Course
Curriculum index Code
City Page
Introduction to QuickBooks for the Accounting Professional......................................................... COMQB01.....Bellevue................. 6 Introduction to QuickBooks for the Accounting Professional......................................................... COMQB03.....Bellevue................. 8 Introduction to QuickBooks for the Accounting Professional......................................................... COMQB05.....Bellevue...............10 Introduction to SQL Statements................................................................................................................ COMSQ01......Bellevue................. 6 Introduction to SQL Statements................................................................................................................ COMSQ02......Bellevue...............10 Introduction to SQL....................................................................................................................................... COMSQ3........Bellevue................. 6 Introduction to Visio....................................................................................................................................... COMVI3...........Bellevue................. 6 Introduction to VISIO..................................................................................................................................... COMVI.............Bellevue...............10 Microsoft Word: Essential Tools and Techniques for Accountants.................................................... WOR.................Bellevue................. 7 More QuickBooks for the Accounting Professional............................................................................. COMQB02.....Bellevue................. 7 More QuickBooks for the Accounting Professional............................................................................. COMQB04.....Bellevue................. 9 More QuickBooks for the Accounting Professional............................................................................. COMQB06.....Bellevue...............10 Moving to Office 2007/2010:A Roadmap for Success........................................................................ MTO401...........Bellevue................. 7 Outlook Essentials........................................................................................................................................... OUE401...........Bellevue................. 8 Outlook for Accountants: Get Organized Today................................................................................... OUT..................Bellevue................. 7 Paperless Office: Managing Documents in a Digital World................................................................ PPO....................Bellevue................. 6 PC Trouble Shooting & Maintenance......................................................................................................... COMPC3.........Bellevue................. 6 PC Trouble Shooting & Maintenance......................................................................................................... COMPC...........Bellevue...............10 QuickBooks Advanced Features,Tools, and Techniques...................................................................... ADQ01.............Bellevue................. 7 QuickBooks Advanced Features,Tools, and Techniques...................................................................... ADQ02.............Bellevue................. 9 QuickBooks for Accountants....................................................................................................................... QBP01...............Bellevue................. 6 QuickBooks for Accountants....................................................................................................................... QBP02...............Bellevue................. 8 Security Tools - Up Close and Personal, 12:30 pm-11:30 am............................................................ SEC401.............Bellevue................. 7 Technology for CPAs: Don’t Get Left Behind......................................................................................... TEC....................Bellevue................. 7 Using Outlook as a Personal Information Manager............................................................................. COMOU3.......Bellevue................. 6 Using Outlook as a Personal Information Manager............................................................................. COMOU..........Bellevue...............10 WEBCAST:Accounting and Auditing with Excel................................................................................... WEB08.............Webcast..............16 WEBCAST: Excel and Access:Tools of the Trade for Business......................................................... WEB07.............Webcast..............16 WEBCAST: Excel Tips and Techniques for Increased Productivity and Improved Financial.... WEB19.............Webcast..............17 WEBCAST: Excel-Based Dashboards....................................................................................................... WEB01.............Webcast..............15 WEBCAST: Financial Statement Preparation for Your QuickBooks Client.................................. WEB05.............Webcast..............15 WEBCAST: Introduction to XBRL and New Opportunities for CPAs........................................ WEB12.............Webcast..............16 WEBCAST: Meeting XBRL Mandates: Providing XBRL Services to Clients................................ WEB24.............Webcast..............17 WEBCAST: Paperless Office: Managing Documents in a Digital World........................................ WEB27.............Webcast..............17 WEBCAST: QuickBooks Accounting Software Overview and Update........................................ WEB16.............Webcast..............16 WEBCAST: QuickBooks Accounting Software Overview and Update........................................ WEB31.............Webcast..............18 WEBCAST:Technology Certificate Program 1 (K2)........................................................................... WEB29.............Webcast..............18 WEBCAST:Technology Certificate Program 1 (K2)........................................................................... WEB21.............Webcast..............17 WEBINAR:Adobe Acrobat for Accountants I - Basic Features & Functions.............................. WNR125.........Webinar..............16 WEBINAR:Adobe Acrobat for Accountants I - Basic Features & Functions............................... WNR229.........Webinar..............15 WEBINAR:Adobe Acrobat for Accountants II - Advanced Features & Functions..................... WNR230.........Webinar..............15 WEBINAR:Adobe Acrobat for Accountants II - Advanced Features & Functions..................... WNR126.........Webinar..............16 WEBINAR:Adobe Acrobat for Accountants II - Advanced............................................................... WNR140.........Webinar..............17 WEBINAR:Adobe Acrobat for Accountants III - Tips & Techniques for the Experienced .... WNR141.........Webinar..............17 WEBINAR:Adobe Acrobat for Accountants III - Tips & Techniques for the Experienced .... WNR156.........Webinar..............19 WEBINAR:Auditing & Fraud Technology Tools..................................................................................... WNR127.........Webinar..............16 WEBINAR:Auditing & Fraud Technology Tools..................................................................................... WNR231.........Webinar..............15 WEBINAR:Auditing & Fraud Technology................................................................................................ WNR152.........Webinar..............18 WEBINAR:Auditing Your Spreadsheets to Ensure Data Integrity................................................... WNR166.........Webinar..............19 WEBINAR: Best Options for Backup....................................................................................................... WNR102.........Webinar..............15 WEBINAR: Better Reporting With the Intuit Statement Writer.................................................... WNR118.........Webinar..............16 WEBINAR: Better Reporting With the Intuit Statement Writer.................................................... WNR139.........Webinar..............18 WEBINAR: Client Portals - How to Develop A Strategic Model.................................................... WNR150.........Webinar..............18 WEBINAR: Document Management Systems Software Review..................................................... WNR117.........Webinar..............16 WEBINAR: Document Management Systems Software Review..................................................... WNR164.........Webinar..............19 WEBINAR: Evaluating and Selecting a Document Management System..................................... WNR230.........Webinar..............15 WEBINAR: Excel - Advanced Tips,Tricks & Techniques..................................................................... WNR124.........Webinar..............16 WEBINAR: Excel - Auditing Your Spreadsheets to Ensure Data Integrity................................... WNR123.........Webinar..............16 WEBINAR: Excel - Advanced Tips,Tricks & Techniques...................................................................... WNR146.........Webinar..............18 WEBINAR: Excel - Auditing Your Spreadsheets to Ensure Data Integrity.................................... WNR147.........Webinar..............18 WEBINAR: Excel - Auditing Your Spreadsheets to Ensure Data Integrity.................................... WNR232.........Webinar..............15 WEBINAR: Excel - Beginner Tips,Tricks & Techniques, 6-8 am........................................................ WNR120.........Webinar..............16 WEBINAR: Excel - Beginner Tips,Tricks & Techniques........................................................................ WNR145.........Webinar..............18 WEBINAR: Excel - Best Unknown Features for Accountants.......................................................... WNR137.........Webinar..............18 WEBINAR: Excel - Formulas and Functions........................................................................................... WNR121.........Webinar..............16 WEBINAR: Excel - Formulas and Functions........................................................................................... WNR169.........Webinar..............19 WEBINAR: Excel - Formulas and Functions........................................................................................... WNR100.........Webinar..............15 WEBINAR: Excel - The Business Analytics Tool..................................................................................... WNR104.........Webinar..............15 WEBINAR: Excel - The Business Analytics Tool..................................................................................... WNR134.........Webinar..............17 WEBINAR: Excel - The Business Analytics Tool..................................................................................... WNR154.........Webinar..............18 WEBINAR: Excel - The Power of Pivot Tables....................................................................................... WNR101.........Webinar..............15 WEBINAR: Excel - The Power of Pivot Tables....................................................................................... WNR148.........Webinar..............18 WEBINAR: Excel - The Power of Pivot Tables....................................................................................... WNR122.........Webinar..............16 WEBINAR: How to Go Paperless............................................................................................................. WNR116.........Webinar..............16 WEBINAR: How to Go Paperless............................................................................................................. WNR162.........Webinar..............19 WEBINAR: Managing the Cost of Technology....................................................................................... WNR103.........Webinar..............15 WEBINAR: Managing the Cost of Technology....................................................................................... WNR143.........Webinar..............18 WEBINAR: Managing the Cost of Technology....................................................................................... WNR153.........Webinar..............18 WEBINAR: Microsoft Office 2007/2010 - What’s New? 11 am-1 pm......................................... WNR170.........Webinar..............19 WEBINAR: Microsoft Office 2007/2010 - What’s New? 8-10 am................................................. WNR114.........Webinar..............16 WEBINAR: Microsoft Office 2007/2010 - What’s New? 8-10 am................................................. WNR144.........Webinar..............18 WEBINAR: Outlook Part 2 - E-mail Management Tips & Techniques (Advanced).................... WNR106.........Webinar..............15 WEBINAR: Outlook Part 2 - E-mail Management Tips & Techniques (Advanced).................... WNR129.........Webinar..............17 WEBINAR: Outlook Part 3 - Calendar & Contact Management Tips & Techniques................ WNR151.........Webinar..............18 WEBINAR: Outlook Part 3 - Calendar & Contact Management Tips & Techniques................ WNR109.........Webinar..............16 WEBINAR: Outlook Part I - E-mail Management Tips & Techniques (Basic)............................... WNR105.........Webinar..............15 WEBINAR: Outlook Part I - E-mail Management Tips & Techniques (Basic)............................... WNR128.........Webinar..............17 WEBINAR: PowerPoint Level 1 - Creating Professional Presentations......................................... WNR107.........Webinar..............16 WEBINAR: PowerPoint Level 1 - Creating Professional Presentations......................................... WNR130.........Webinar..............17 WEBINAR: PowerPoint Level 1 - Creating Professional Presentations......................................... WNR167.........Webinar..............19 WEBINAR: PowerPoint Level 2 - Advanced Presentation Design.................................................. WNR108.........Webinar..............16 WEBINAR: PowerPoint Level 2 - Advanced Presentation Design.................................................. WNR131.........Webinar..............17 WEBINAR: PowerPoint Level 2 - Advanced Presentation Design.................................................. WNR168.........Webinar..............19 WEBINAR: Security Tools - Up Close and Personal............................................................................ WNR138.........Webinar..............18 WEBINAR: Social Networking - Essentials for Business.................................................................... WNR155.........Webinar..............18 WEBINAR: Solving the Top QuickBooks Issues.................................................................................... WNR119.........Webinar..............16 WEBINAR: Solving the Top QuickBooks Issues.................................................................................... WNR142.........Webinar..............18 WEBINAR: Solving the Top QuickBooks Issues.................................................................................... WNR149.........Webinar..............18 WEBINAR:Windows 7 - Tips & Techniques........................................................................................... WNR111.........Webinar..............16 WEBINAR:Word - Advanced Tips,Tricks & Techniques..................................................................... WNR161.........Webinar..............19 WEBINAR: XBRL Level 1 - The Next Evolution in Financial Reporting....................................... WNR227.........Webinar..............15 WEBINAR:Adobe Acrobat for Accountants I - Basic Features & Functions.............................. WNR135.........Webinar..............17 WEBINAR:Adobe Acrobat Forms............................................................................................................. WNR136.........Webinar..............17 Word Essentials, 12:30 pm-11:30 am........................................................................................................ WOE401..........Bellevue................. 8 Word Tips Tricks & Techniques.................................................................................................................... COMWO4......Bellevue................. 6 Word Tips,Tricks & Techniques................................................................................................................... COMWO01...Bellevue...............10 Word Tips,Tricks & Techniques................................................................................................................... COMWO02...Bellevue...............10
Washington Professional Education Catalog
23
Look inside for 600 CPE seminars, conferences, webcasts and webinars! PLUS self study options, valuable discounts and more!
Your One Stop Shop for CPE Credits seminars
conferences
seminars The WSCPA offers 12,000 hours of live CPE seminars annually. • Choose from hundreds of live programs held around Washington state. • Members save $75 per eight-hour CPE seminar. Save even more with a Season Ticket. • Earn Í or Ñ CPE credits for each seminar. • Enjoy catered lunches and network with other attendees.
www.wscpa.org/seminars
conferences Explore emerging trends, issues and strategies for niche accounting areas with WSCPA conferences. Earn Ñ, 16 or 20 credits. Accounting and Auditing Business and Industry Business Valuation & Litigation Services Pacific NW Construction Industry Emerging Leaders Farm Tax Fraud
Governmental A& A Information Technology International Tax Northwest Accounting Educators Pacific Tax Institute Not-for-Profit Washington State Tax Women’s Leadership Summit
Conferences generally occur in one of two premier convention centers: Bell Harbor, in Seattle and Meydenbauer Center in Bellevue.
www.wscpa.org/conferences
webcasts
webcasts Webcasts offer the seminar experience from the comfort of your desk. Enjoy interactive learning with webcasts: • Watch real-time streaming video of the instructor. View the instructor’s presentation slides and submit your questions with online chat. • Webcasts qualify for Ë, Ì, Í or Ñ CPE credits. • Choose from more than 250 webcasts on a wide range of topics, including A&A, management or tax.
www.wscpa.org/webcasts
self study Save on CPE with these products: • WA Pros - Save on annual self study subscriptions, which start at $189 (+tax) for dozens of streaming video or text-based CPE courses (Ê to Î credits each). • Pass Online - 240+ CPE courses (Ë to Ï hours) for CPAs, including WA state ethics. Take online, download or via CD. • Surgent McCoy - Only $219.95 (+ tax) for over 200 hours of CPE.
www.wscpa.org/selfstudy
webinars
self study
webinars If you are ready to try online learning, start with a webinar. Listen to real-time live instruction via your computer, while earning Ê or Ë CPE credits. • How webinars work: You will receive, via e-mail, instructions for accessing the webinar. View the instructor’s presentation, while you listen to the instructor. Ask your questions via online chat. • Webinars are broadcast from the WSCPA or by partner vendors, such as CPA Crossings.
www.wscpa.org/webinars
Learn more and register today at
www.wscpa.org/cpe
Washington Society of Certified Public Accountants (425) 644-4800 | (800) 272-8273 Toll-free in WA cpe@wscpa.org | www.wscpa.org
Your Profession.Your Future.Your Advocate.