Focus Course Catalog Nov 2014-Jan 2015

1Focus Indiana CPA Society

November 2014-January 2015Vol. 15 No. 3

Focus Course Catalog

FOCUS

2 Focus September-October

Jennifer Briggs, CAE, Senior Vice President

(317) 726-5037 [email protected]

Courtney Kincaid, Senior Manager — Member Services


Stacey Wilson, Senior Manager — Professional Development


Debbie Copp, Member Services Associate


Erin Medjeski, Member Services Associate


Kara Naugle, Conferences & Member Event Associate


Christina Pristasch, Member Services Associate


Sarah Townsend, Professional Development Associate & On-site Coordinator


phone: (317) 726-50001-800-272-2054

fax: (317) 726-5005

web: incpas.org

email: [email protected]

mail:

P.O. Box 40069Indianapolis, IN 46240

INCPAS Member Services Department


Speaker Spotlight ................................4

Crucial Updates ..................................4

Live Simulation Events .........................6

Technology .........................................8

Hot New Classes ...............................10

Online Interactive Courses ...................12

Regional Listings .................................15

Webinars ............................................17

Discounts and Cancellations ...............18

Registration Options ...........................18

Registration Form ..............................19


Pat Garverick began his career in public accounting in 1988 after

obtaining his Bachelor of Science in Business Administration

in Accounting from The Ohio State University. After receiving

his Master of Taxation degree from Arizona State University in

1992, Garverick began his own tax and financial planning busi-

ness as well as writing, reviewing and teaching tax and financial planning CPE

training courses around the country. As an award winning discussion leader,

Garverick’s knowledge, expertise and high energy has made him one of the

profession’s highest rated speakers resulting in numerous perfect scores for

both knowledge and presentation skills.

SPEAKER SPOTLIGHT

J. Patrick “Pat” GarverickJ. Patrick Garverick, PLCSpeaker Rating: 4.74/5

Passive Activities and Rental Real Estate Income Tax Issues

11/7/14 / 8:30 a.m.-4:30 p.m.J. Patrick Garverick INCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

This comprehensive course is designed to get the accountant up to speed quickly with the complex and ever-changing passive activity loss (PAL) rules that apply to certain investments in trade or businesses and rental properties. The cornerstone of this course i? in-depth coverage of the detailed tax law and regulations applicable to passive activities under IRC §469, and how and when the new 3.8% net investment income tax under §1411 applies.

CRUCIAL UPDATES

Patient Protection & Affordable Care Act (i.e., Obama Health Care Bill)

11/6/14 / 8:30 a.m.-4:30 p.m.J. Patrick Garverick Renaissance Indianapolis North Hotel, CarmelCPE: 8 | MEMBER: $319 | NONMEMBER: $469

Every American taxpayer will be affected by President Obama’s signature health care bill (i.e., Patient Protection and Affordable Care Act (PPACA) of 2010. The PPACA contains numerous income tax provisions already in effect today and many more coming in 2014 and later. This course will concentrate on the federal income tax issues of the health care bill affecting both individuals and businesses.

Annual Accounting and Auditing Update

11/12/14 / 8:30 a.m.-4:30 p.m.James Schmutte, CPACentury Center, South Bend

11/20/14 / 8:30 a.m.-4:30 p.m.Martin Birr, CPA, CIA, CMAINCPAS Prof. Dev. & Conf. Ctr., Indianapolis

12/11/14 / 8:30 a.m.-4:30 p.m.

Martin Birr, CPA, CIA, CMAGrand Wayne Center, Fort Wayne

12/12/14 / 8:30 a.m.-4:30 p.m.Dennis J. Hickle, CPA, CTFAClarion Hotel and Conference Center, Columbus

12/22/14 / 8:30 a.m.-4:30 p.m.John Lawrence, CPAHoliday Inn Evansville Airport, EvansvilleCPE: 8 | MEMBER: $208 | NONMEMBER: $469


CRUCIAL UPDATESDesigned for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of the new and recent pronouncements issued by the FASB, ASB and ARSC, as well as the AICPA’s new Financial Reporting Framework for Small and Medium-Sized Entities – FRF for SMEs™. However, not only will this course bring you up-to-date on the requirements, it also provides you with many examples and hands-on exercises. You’ll learn about the latest standards, exposure drafts and guidance. This course also includes a compilation and review update and current audit risk alert overview.

FASB Annual Update and Review: Critical Developments for All CPAs

11/17/14 / 8:30 a.m.-4:30 p.m.James Schmutte, CPACentury Center, South Bend

12/23/14 / 8:30 a.m.-4:30 p.m.Martin Birr, CPA, CIA, CMAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

Designed for practitioners and their staff, whether in public accounting or business and industry, this course will provide you with a comprehensive update and review of FASB accounting and reporting developments. You’ll focus on recently issued Accounting Standards Updates and exposure drafts, analyzing guidance that has a major effect on all industries, including those covering revenue recognition and leases. Special attention is given to standard setters’ activities that affect small- and medium-sized entities. You’ll also be kept up-to-date on current FASB projects and ongoing FASB/IASB convergence activities.

Cases in Corporate Ethics: Discuss Real-Life Conflicts

11/19/14 / 8:30 a.m.-NoonJohn L. Daly, CPA, CMA, CPIMINCPAS Prof. Dev. & Conf. Ctr., Indianapolis

12/8/14 / 8:30 a.m.-NoonJohn L. Daly, CPA, CMA, CPIMCentury Center, South BendCPE: 4 | MEMBER: $159 | NONMEMBER: $234

Anyone who has ever attended a lecture-format ethics seminar knows there is a better way. Cases in Corporate Ethics provides an opportunity for lively group discussion of actual real-world ethical dilemmas, as well as examines eight cases drawn from real-life business conflicts involving corporate financial managers.

Real World Business Ethics for CPAs in Business and Industry

12/17/14 / 1-4:30 p.m.Jennifer H. Elder, CPA, CFF, CIA, CMARitz Charles, CarmelCPE: 4 | MEMBER: $179 | NONMEMBER: $254

This course provides case studies drawn from real-life situations involving CPAs in business and industry. Explore ethical issues from the perspectives of CFOs, controllers and audit committee chairs in the context of actual regulatory and court proceedings that were resolved both in favor of and against financial managers, officers and CPAs serving on boards of directors. These real-world cases deal with management integrity, financial reporting and disclosure issues, financial fraud, chain-of-command and communication issues, corporate crises and professional responsibilities in relation to key industry topics. Gain a renewed sense of appreciation for the pitfalls faced by financial professionals in business and industry and a heightened sensitivity for the types of ethical dilemmas that exist.

Accounting and Auditing Update

12/17/14 / 8:30 a.m.-NoonJeffrey Lieman, CPARitz Charles, CarmelCPE: 4 | MEMBER: $179 | NONMEMBER: $254

Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers all the relevant pronouncements, exposure drafts and other guidance recently issued in the accounting and auditing arenas. Let us sort through all of the complexities and help you identify and apply recently issued FASB and ASB standards and guidance.

Real-World Business Ethics for CPAs in A&A

12/19/14 / 8:30 a.m.-NoonJennifer H. Elder, CPA, CFF, CIA, CMARitz Charles, CarmelCPE: 4 | MEMBER: $179 | NONMEMBER: $254

This course provides case studies drawn from real-life situations involving CPAs in accounting and auditing practices. Take a proactive, risk-avoidant stance by identifying common pitfalls and presenting alternative courses of action. Explore ethical issues in the context of actual regulatory and court proceedings that were resolved both in favor of and against A&A professionals in public practice. Study real-world A&A cases that explore the professional responsibilities of engagement and engagement quality review partners, managers and staff in the context of key A&A ethical matters such as: independence, permitted and prohibited services, earnings management issues, records management and client confidentiality.


Value Based Leadership: November 18, 2014 ¨ Supporting, connecting and coaching others ¨ Being an agent of change not satisfied with status quo ¨ Achieving results ¨ Enabling group to understand and align orgs vision and strategies

Communication Skills: November 19, 2014 ¨ Dealing with opposition ¨ Using negotiation and networking skills ¨ Influencing an audience ¨ Actively listening to audience

Critical Thinking Skills: November 20, 2014 ¨ Executing decisions more timely ¨ Showing confidence in decision making abilities ¨ Persuading others on viable communication skills ¨ Being viewed by others as a resource

Meet your instructor:David Griffiths, Ph.D., a popular international speaker, advisor and founder of K3-Cubed, Ltd., will lead you through eight hours of interactive live education that gets you out of your seat and gives you practical tools for solving business challenges you face every day.

Live Simulation Events Live Simulation Events

CHOOSE YOUR OWN ADVENTURE WITH A LIVE SIMULATION EVENT

BUILD A SKILL: CHOOSE YOUR OWN ADVENTURE — What do you Need to know?

Put your knowledge and learning to the test in a small group! You and other event participants will take part in a live simulation to put a work plan into action, solve real-world challenges and reflect on how to apply these skills in the workplace.


Value Based Leadership: November 18, 2014 ¨ Supporting, connecting and coaching others ¨ Being an agent of change not satisfied with status quo ¨ Achieving results ¨ Enabling group to understand and align orgs vision and strategies

Communication Skills: November 19, 2014 ¨ Dealing with opposition ¨ Using negotiation and networking skills ¨ Influencing an audience ¨ Actively listening to audience

Critical Thinking Skills: November 20, 2014 ¨ Executing decisions more timely ¨ Showing confidence in decision making abilities ¨ Persuading others on viable communication skills ¨ Being viewed by others as a resource

Copyright © 2014 CPA Center of Excellence, Inc. All rights reserved. • Powered by the Indiana CPA Society.

Online Community Competency Assessment Live Simulation Events Online Interactive Courses Quick Start Guide

Available exclusively through:

Learn. Engage. Advance.Sit Less, learn more. Live Simulation CPE.

Live Simulation Events

CHOOSE YOUR OWN ADVENTURE WITH A LIVE SIMULATION EVENT Build a Skill: Value Based

Leadership (Nov. 18), Communication (Nov. 19) or Decision Making (Nov. 20) — can only attend one!INCPAS Prof. Dev. & Conf. Ctr.CPE 8 Hrs.

“My expectations before taking this course were that it’d be very similar to other courses I’d taken. You’d walk in, there’d be an instructor, with PowerPoint, you sit … Turns out, it’s very different. It’s a very hands-on, interactive course. I’m taking much more away from it in terms of strategic decision making and the ability to act much faster than I normally would in business.”

— Mya Wienbrenner, CPA, Jarden Home Brands, Daleville

Online Interactive CoursesLive Simulation Events Quick Start GuideCompetency Assessment Online Community

“

“

Register today at cpacoe.com or by calling INCPAS Member Services at (317) 726-5000.Registration limit per course is 18. Courses cost $319 for members and $469 for nonmembers of INCPAS. Qualify for 8 hrs CPE.


Excel PivotTables for CPAs

11/17/14 / 8:30 a.m.-4:30 p.m.Brian F. Tankersley, CPA, CITPINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance and demonstration from the instructor, you will be ready to use PivotTables to accomplish data analysis and reporting. Specific topics covered in this session include how to build basic PivotTables, grouping and ungrouping data, creating calculated items and fields and drilling down to underlying details. You will also learn how to build PivotTables consolidated from multiple data ranges and PivotTables dynamically linked to external databases and financial accounting systems in this seminar. Additionally, you will learn how to take advantage of advanced features available in PivotTables, including Slicers and PowerPivot.

Small Business Internal Controls, Security and Fraud Prevention and Detection

11/18/14 / 8:30 a.m.-4:30 p.m.Brian F. Tankersley, CPA, CITPRenaissance Indianapolis North Hotel, CarmelCPE: 8 | MEMBER: $319 | NONMEMBER: $469

This course assists accountants in evaluating, developing and implementing an effective internal control structure in a small business environment. Throughout this course, the concept of risk-based internal controls is stressed, ensuring that small businesses are insulated from the most significant risks. Additionally, you will learn technology-focused techniques for preventing and detecting fraud as well as securing information systems and sensitive data. Course participants will benefit from the case studies s in which theoretical concepts are implemented and demonstrated in leading small business accounting software programs such as QuickBooks, Sage 50/Peachtree, Microsoft Dynamics GP, and Sage 100.

Technology for CPAs – Don’t Get Left Behind

11/19/14 / 8:30 a.m.-4:30 p.m.Brian F. Tankersley, CPA, CITPRenaissance Indianapolis North Hotel, CarmelCPE: 8 | MEMBER: $319 | NONMEMBER: $469

This course is designed for those who are not information technology (IT) experts, but who need an update of their base-knowledge level to serve their companies

and/or clients more efficiently and effectively. In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software, operating systems (including Windows 8 and what it means for you) and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, working with PDF files, and security and privacy issues related to IT are also included along with tips to improve the overall performance of your IT investment.

Excel Bootcamp – Everything You Need to Know to Build Great Spreadsheets

12/4/14 / 8:30 a.m.-4:30 p.m.John Higgins, CPA, CITPINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

Excel is the most widely underutilized software in the world. For CPAs and their staff who work with this power tool day in and day out, it is imperative to learn how to take full advantage of the depth of features and functions Excel has to offer. This course will provide you with an intensive review of all the features you should know to become an Excel expert and start building better spreadsheets more efficiently and with greater accuracy.

iPad Symposium — Leveraging This Powerful Business Tool

12/5/14 / 8:30 a.m.-4:30 p.m.John Higgins, CPA, CITPINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

This full-day symposium will feature a series of dynamic learning modules that provide insight into everything a CPA and other business professionals need to know in order to maximize the value of their iPad investment.

TECHNOLOGY

order now at cpacoe.com


Learn. Engage. Advance.Checklists, charts and guidelines to develop yourself or your staff.

CPA Excellence Quick Start Guide

This is Better.CPA Excellence A Quick Start Guide to Defining and Mastering Vital Skills for Success will provide you or your staff with practical guidance in developing the non-technical skills needed to succeed as CPAs.

order now at cpacoe.com

$19.95 +shipping & handling. Bulk pricing available.

Online Community Competency Assessment Live Simulation Events Online Interactive Courses Quick Start Guide


“The book identifies the CPA core competencies and gives you a step-by-step plan to apply them to yourself and your staff. It’s a quick read and a great reference guide.”— Lorita Bill, CPA, CGMA Girardot, Strauch & Co, Lafayette



POPULAR CLASSES

The Leadership Secrets of Football’s Master Coaches

11/4/14 / 8:30 a.m.-4:30 p.m.Jack Park, CPA, CSPINCPAS Prof. Dev. & Conf. Ctr., Indianapolis

11/5/14 / 8:30 a.m.-4:30 p.m.Jack Park, CPA, CSPCentury Center, South BendCPE: 8 | MEMBER: $319 | NONMEMBER: $469

There are multiple common threads between championship football teams and high performance organizations. Many of the high-impact strategies of America’s most successful football coaches can be adapted to improve an organization’s performance. Successes on the gridiron and in the boardroom are often enhanced by similar tactics. Coaches who have risen to master status and CPAs who consistently add value for their clients and organizations, have at least three things in common. They developed skills and abilities in these categories: think and perform strategically, actively lead and manage operations and effectively develop resources. Each presentation is customized to include philosophies, reflections, and quotations from successful football coaches in the local state.

Financing a Privately Owned Company

11/12/14 / 8:30 a.m.-4:30 p.m.Daniel M. Spilman, CPA, ABVINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

This course will help participants learn the types of financing appropriate at the different stages of a company’s development. Participants will learn about the various types financing available, their appropriate use and appropriate weighting in the capital structure. Bank financing will be discussed including loan terms, covenants and borrowing limits based growth, leverage and collateral. Alternative financing sources will be discussed including venture capital, private equity, mezzanine debt, SBA loans and factoring.

Surgent’s Federal Tax Camp

12/8/14 / 8:30 a.m.-4:30 p.m.Susan Smith, CPAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

Both businesses and individual clients will be affected by all of the tax changes that require the tax advisor to engage in extensive tax planning. Not only will you be updated on the most important tax issues that require your attention, but this course will also review the major trends and changes in the case and regulatory law. Included is full coverage of all tax changes together with continuing coverage of health care and any estate and gift tax reform.


HOT NEW CLASSES

NEW Business Development Skills for CPAs

11/18/14 / 8:30 a.m.-4:30 p.m.Peter A. Margaritis, CPA, MAccINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469In today’s competitive market, business development is critical to survival. Business development can be defined as attracting new business and retaining quality business. This is a challenging task that requires knowledge, experience, patience and a plan. Business development is a process of developing relationships over time and having a plan in place in order to achieve your goals the earlier that a professional understands the process of business development, the more profitable to the organization they become. Participants of this course will learn the skills necessary to attract new business and develop relationships to retain current business.

NEW Fraud: 2014 Alert for Small and Mid-Size Entities

11/24/14 / 8:30 a.m-NoonGary D. Zeune, CPA INCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 4 | MEMBER: $159 | NONMEMBER: $234

Learn how to spot fraud through 10 new fraud cases and 10 new fraud risks in private companies, non-profits and government entities.

NEW Fraud in the Affordable Care Act: 15 Biggest Risks for 2014

11/24/14 / 1-4:30 p.m.Gary D. Zeune, CPA INCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 4 | MEMBER: $159 | NONMEMBER: $234

Don’t let clients or your company commit health care fraud by missing fraud risks buried in the Affordable Care Act.


CPA EXCELLENCE ONLINE INTERACTIVE COURSES

NEW CPA Excellence Leadership

On Demand and Mobile ReadyCPA Center of Excellence®

CPE WAIVER: 8 | MEMBER and NONMEMBER: $229

The aim of the course is to provide an overview of what leadership is and what it is not. In this course you will: Understand the difference between leadership and management, compare the views of leaders and followers, discuss leadership characteristics, describe how leaders can better inspire action, discuss the benefits of situational leadership, and explain how feedback and self-reflection can improve leader performance and communicate the impact the environment has on leadership.

NEW CPA Excellence Critical Thinking



The aim of the course is to provide an overview of what critical thinking looks like, why they are important, and the techniques that can be used to improve your

critical thinking ability. In this course you will: Gain access to practical tools that will improve results and impact in your workplace, participate in exercises that will prompt reflection upon your current abilities and opportunities to further your professional development, and demonstrate the use of critical thinking tools such as the Simplex model and the Six Hats approach.

NEW CPA Excellence Communication Skills



The aim of the course is to provide an overview of what communication skills are and to guide you toward better communication practice. At the end of this course you should be able to explain be equipped with relevant models/frameworks to improve your communication skills, have awareness of the importance of good communication skills in the modern workplace, understand the importance of empathy in crafting good messages and realize the importance of non-verbal communication.

NEW CPA Excellence Decision Making



The aim of the course is to provide an overview of what decision-making skills and to guide you toward better decision-making practice. At the end of this course you should be equipped with relevant models/frameworks to improve your decision-making skills, discern the importance of understanding the domain in which the decision exists, and know the importance of understanding your decision-making style.

NEW CPA Excellence Entrepreneurship



The aim of the course is to provide an overview of what entrepreneurship is about, why it is important and techniques/frameworks that can be used to improve your understanding of the entrepreneurship process. By the end of this course you will have developed an understanding of the characteristics of an entrepreneur, why entrepreneurship is important, your beliefs about entrepreneurship, as well as the implications for dealing with clients, models for developing ideas and the process of evolving an idea into a business proposition.

NEW CPA Excellence Collaboration and Networking



The aim of the course was to provide an overview of what networking is about, why it is important and techniques/frameworks that can be used to improve your understanding of the networking process. At the end of this course you should have developed an understanding of the characteristics of a “master networker,” why networking is important, your beliefs about networking, as well as the implications for dealing with clients, models for developing a networking strategy, suggestions for developing your skills, social barriers to networking, and ways to analyze your network to see whether it is a useful as you think it is.

Register now at cpacoe.com


Want to try an online interactive course for free?If you want to dive into this new form of online learning without the risk, try Intro to Social Media. In this 100-minute course, you engage with the video, article and quiz content, comment with your peers, earn a digital badge and see what all the buzz is about. All of these courses can be taken on demand and on mobile devices— if you only have 15 minutes, you can save your spot. These are not webinars, they are competency-based learning. Note: Intro to Social Media does not have a CPE waiver.

Have a question about the waiver? Read more at incpas.org/cpacoepilot


Learn. Engage. Advance.Whenever, wherever and on whatever device you want.


Online Interactive CoursesLive Simulation Events Quick Start GuideCompetency Assessment Online CommunityOnline Community Competency Assessment Live Simulation Events Online Interactive Courses Quick Start Guide


This is Better.CPA Excellence Online Interactive Courses are fun, flexible and collaborative professional development in a game-like environment.


Leadership

CPA Excellence Online Interactive Courses

“If you want courses that are interactive, have unique content, and can be taken when you want to take them, then these courses are for you. There’s a variety of formats such as case studies, video interviews and group interaction. The variety keeps it interesting.”— Tom Wadelton, CPA, CGMAEli Lilly and Company, Indianapolis

Want to try an online interactive course for free?


December 17• Accounting and Auditing Update

• Individual Income Tax Update

• Risk, Cost and Cash Management for Controllers and Financial Managers

• Statement of Cash Flows: Prepara-tion, Presentation and Use

• Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line

• Real World Business Ethics for CPAs in Business and Industry

• Special Purpose Frameworks – Alter-natives to GAAP

• Tax Planning Strategies for Small Businesses: Corporations, Partner-ships & LLCs

December 18• Compilation and Review Update

• Controllers Update: Today’s Latest Trends

• Health Care Reform Act: Critical Tax and Insurance Ramifications

• Understanding COSO Internal Control Guidance

• CPA’s Guide to Communication, Listening and Writing Skills

• Forensic Accounting: Uncovering Schemes and Scams

• IRS Disputes: Identifying Options for Your Client

• Write-Up, Payroll and Other Account-ing Services: Managing the Risks

December 19• Analyzing a Company’s Financial

Statement

• Annual Update for Governments and Not-for-Profits

• Capitalized Costs and Depreciation: Key Issues and Answers

• Real-World Business Ethics for CPAs in A&A

• Fraud and Cash Receipts: Common Frauds and Internal Controls

• Key S Corporation Tax Strategies and Compliance Issues

• Not-for-Profit Accounting and Audit-ing: Practical Cases for CPAs

• Position Your Organization for Suc-cess: Strategies for Today’s Competi-tive Environment

Maintain your CPA license – attend the Indiana CPA Society’s Winter Frenzy. This reporting cycle is almost over. By the end of December you must have completed your CPE requirements. Behind? Don’t worry – we’ve put together a big winter frenzy just for you.

This three-day event offers you a chance to earn up to 24 hours of CPE while covering

an assortment of topics. And best of all, you can choose from 24 different, four-hour courses when you register, which means you have plenty of options. Take one class and still spend half of the day in your office, or sign up for six different courses over three days.

It’s easy to register at incpas.org/WinterFrenzy

December 17-193 Days • 24 Courses • 4 Hrs Each • Ritz Charles, Carmel

Courses Include:

THE THREE-YEAR REPORTING CYCLE IS ALMOST OVER!

Winter Frenzy: Make the most of your time.


CarmelSmall Business Internal Controls, Security and Fraud Prevention and Detection 11/18/14 Carmel $319/$469

Technology for CPAs — Don’t Get Left Behind 11/19/14 Carmel $319/$469

Advanced Partnership/LLC Workshop: How to Do Optional Step-Up in Basis Under §754 and Related Provisions 11/20/14 Carmel $319/$469

Accounting and Auditing Update 12/17/14 Carmel $179/$254

Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line 12/17/14 Carmel $179/$254

Individual Income Tax Update 12/17/14 Carmel $179/$254

Real World Business Ethics for CPAs in Business and Industry 12/17/14 Carmel $179/$254

NEW Risk, Cost and Cash Management for Controllers and Financial

Managers 12/17/14 Carmel $179/$254

Special Purpose Frameworks – Alternatives to GAAP 12/17/14 Carmel $179/$254

Statement of Cash Flows: Preparation, Presentation and Use 12/17/14 Carmel $179/$254

NEW Tax Planning Strategies for Small Businesses: Corporations,

Partnerships & LLCs 12/17/14 Carmel $179/$254

Compilation and Review Update 12/18/14 Carmel $179/$254

Controllers Update: Today’s Latest Trends 12/18/14 Carmel $179/$254

CPA’s Guide to Communication, Listening and Writing Skills 12/18/14 Carmel $179/$254

Forensic Accounting: Uncovering Schemes and Scams 12/18/14 Carmel $179/$254

Health Care Reform Act: Critical Tax and Insurance Ramifications 12/18/14 Carmel $179/$254

NEW IRS Disputes: Identifying Options for Your Client 12/18/14 Carmel $179/$254

Understanding COSO Internal Control Guidance 12/18/14 Carmel $179/$254

Write-Up, Payroll and Other Accounting Services: Managing the Risks 12/18/14 Carmel $179/$254

Analyzing a Company’s Financial Statement 12/19/14 Carmel $179/$254

Annual Update for Governments and Not-for-Profits 12/19/14 Carmel $179/$254

NEW Capitalized Costs and Depreciation: Key Issues and Answers 12/19/14 Carmel $179/$254

Fraud and Cash Receipts: Common Frauds and Internal Controls 12/19/14 Carmel $179/$254

Key S Corporation Tax Strategies and Compliance Issues 12/19/14 Carmel $179/$254

Not-for-Profit Accounting and Auditing: Practical Cases for CPAs 12/19/14 Carmel $179/$254

NEW Position Your Organization for Success: Strategies for Today’s Competitive Environment 12/19/14 Carmel $179/$254

TITLE DATE CIT Y MEM. / NON.

REGIONAL LISTINGS

December 17-193 Days • 24 Courses • 4 Hrs Each • Ritz Charles, Carmel


Real-World Business Ethics for CPAs in A&A 12/19/14 Carmel $179/$254

Vern Hoven’s Federal Tax Update 1/5-6/2015 Carmel $479/$704

ColumbusAnnual Accounting and Auditing Update 12/12/14 Columbus $208/$469

EvansvilleNEW Gaining and Sustaining a Competitive Advantage: Keys to Boost the Bottom Line 11/11/14 Evansville $349/$499

Annual Update for Controllers 11/12/14 Evansville $349/$499

Effective and Efficient Senior-Level Review of Individual Tax Returns 11/13/14 Evansville $319/$469

Advanced Critical Tax Issues for S Corporations 11/14/14 Evansville $319/$469

Annual Accounting and Auditing Update 12/22/14 Evansville $208/$469

Fort WayneIT Risks and Controls in Current and Emerging Environments 11/11/14 Fort Wayne $349/$499

Metrics Management: Choose and Use Key Performance Indicators 11/20/14 Fort Wayne $319/$469

NEW Ethics and Our Profession: Our Role as Stewards 11/21/14 Fort Wayne $159/$234

Shorten Month-End: Closing Best Practices 11/21/14 Fort Wayne $159/$234

NEW Annual Update for Compilation and Review Engagements 11/25/14 Fort Wayne $349/$499

Advanced Individual Income Tax Return Issues 12/4/14 Fort Wayne $319/$469

Advanced Critical Tax Issues for Limited Liability Companies and Partnerships 12/5/14 Fort Wayne $319/$469

Annual Accounting and Auditing Update 12/11/14 Fort Wayne $208/$469

Vern Hoven’s Federal Tax Update 11/5-6/2014 Fort Wayne $479/$704

IndianapolisEstate and Life Planning Issues for the Middle-Income Client 11/3/14 Indianapolis $319/$469

From Hiring to Firing and Everything In Between: Legal, Tax and Health 11/3/14 Indianapolis $319/$469

The Leadership Secrets of Football’s Master Coaches 11/4/14 Indianapolis $319/$469

The Best Income Tax, Estate Tax and Financial Planning Ideas of 2014 11/4/14 Indianapolis $319/$469

TITLE DATE CIT Y MEM. / NON.


Dealing with the IRS: Current Hot Issues and Strategies to Defend 11/5/14 9-10:40 a.m. 2 $79/$109

What is that Business Really Worth and Why? 11/5/14 1-2:40 p.m. 2 $79/$109

Not Another Revision to the AICPA Code of Ethics 11/17/14 1-2:40 p.m. 2 $79/$109

Real Estate: Accounting and Tax Issues — An Integration Issue 11/26/14 9-10:40 a.m. 2 $79/$109

What is that Business Really Worth and Why? 12/5/14 9-10:40 a.m. 2 $79/$109

Section 183: Activity Not Engaged in For Profit and Section 162 —

Can It Be Deducted — A Renaissance of IRS Activity 12/8/14 1-2:40 p.m. 2 $79/$109

Perfect Storms and Hard Choices — The Three Issues to Watch Out for in 2014 12/10/14 9-10:40 a.m. 2 $79/$109

A New Look at Reviews and Compilations 12/12/14 10-11:40 a.m. 2 $79/$109

Dealing with the IRS: Current Hot Issues and Strategies to Defend 12/17/14 1-2:40 p.m. 2 $79/$109

Not Another Revision to the AICPA Code of Ethics 12/19/14 1-2:40 p.m. 2 $79/$109

State of Indiana Sales, Use, and Income Taxes — Current Developments 12/30/14 10-11:40 a.m. 2 $79/$109

TITLE DATE TIME CPE PRICE

WEBINARS

Find webinars with just one clickWe’ve made it easier for you to find the webinars you want! Our online catalog now features a search option specifically for webinars. One click and you’re in.

incpas.org


Registrations via fax must have credit card information indicated.

(317) 726-5005

Phone registrations are accepted with credit card payments only.

(317) 726-50001-800-272-2054

Complete and mail registration form(s) with payment to:

P.O. Box 40069Indianapolis, IN 46240

All website registrations require credit card information.

incpas.org

DiscountsAICPA members may deduct an additional $30 off an eight-hour course and $60 off a 16-hour course when AICPA is listed as the source. All staff-training and four-hour courses excluded.

Cell PhonesCell phones and pagers must be silenced during INCPAS events.

If INCPAS Cancels a CourseA course will be cancelled if the minimum number of participants is not obtained approximately 10 days prior to the course. You may elect to receive a full refund or choose another course without penalty. INCPAS is not responsible for any personal expenses incurred if a course is cancelled.

Cancellation and Switch Fees • $15 service fee for cancellations or switches

received 15 business days or more prior to the course date.

• $25 service fee for cancellations or switches received six-14 business days prior to the course date.

• 50 percent of the registration fee will be refunded for cancellations or switches received five business days or less prior to the event.

• Nonrefundable registration fee for any INCPAS-sponsored conference cancellations or switches received five business days or less prior to the conference.

• Nonrefundable registration fee for cancellations or switches received on or after the course date.

Registering for an INCPAS Event. Payment must accompany all registrations. Early registration is recommended. Call the Member Services Department at (317) 726-5000 or 1-800-272-2054 to check course availability. Lunch is not included in the course fee unless otherwise indicated.

DISCOUNTS AND CANCELLATIONS

REGISTRATION OPTIONS


Method of Payment AMEX Discover MasterCard Visa Check

CREDIT CARD NO. EXP. DATE CVV# (last 3 digits on back of card)

NAME INDICATED ON CARD SIGNATURE

MEMBER ID NO. AICPA ID NO.

FULL NAME

NAME TO GREET BY FIRM/COMPANY

WORK PHONE NO. FAX NO.

EMAIL

STREET ADDRESS no P.O. Boxes

WORK / HOME

CITY STATE

COUNTY ZIP CODE

(circle)

COURSE DATE COURSE TITLE CITY CREDIT PRICE

Payment must be submitted with the registration form. Make checks payable to: Indiana CPA Society, P.O. Box 40069, Indianapolis, IN 46240-0069. You may also register by phone: (317) 726-5000 or 1-800-272-2054 or fax (317) 726-5005. For more information, email: [email protected] or go to incpas.org.

REGISTRATION FORM

Paying nonmember prices? Become a member and take advantage of lower prices immediately when you join online at incpas.org/JoinINCPAS.

incpas.org

PROVIDING THE KNOWLEDGE YOU NEED TO SUCCEED.

Focus Course Catalog Nov 2014-Jan 2015

Documents

Transcript of Focus Course Catalog Nov 2014-Jan 2015