cpe schedule 2012

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CHOOSE A DIRECTION AND GROW

South Carolina Association of CPAs

CPE SCHEDULE April 2012 - January 2013

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The South Carolina Association of CPAs is your full-service, one-stop source for quality CPE. Inside this catalog you will find CPE options that are designed to fit your knowledge, budget, schedule and preferred method of learning. Simply choose a direction and grow! Over the course of the year we offer:

a8 Conferences from A&A to Tax with variety in between

a 2 Vacation Clusters across South Carolina

a 100 Seminars on A&A, consulting, management, specialized knowledge, taxes, and more

a 9 Satellite courses provided by ACPEN/Business Professional’s Network

a 8 Professional Issues Updates in Charleston, Columbia, Florence, Greenville, Hilton Head, Myrtle Beach, Rock Hill, and Spartanburg

a 500 plus live Webinars and Webcasts on a variety of topics

Stay Tuned – more new programs appear all the time. Be sure to look for the most up-to-date listing of events in the online catalog at www.scacpa.org/coursecatalog. You can also find online information on self-study and customized onsite training options. Visit www.scacpa.org, and click on the Continuing Education tab.

SCACPA membership really pays off with the Choice Card deal. As a SCACPA member you can get up to 40 percent off for SCACPA sponsored programs. Generally, you can pay for your membership with the savings from this great deal. This great deal is available for 40 hours or 20 hours.

South Carolina

CPA


CPE SCHEDULE, April 2012 - January 2013

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Seminar Details: Log onto www.scacpa.org/coursecatalog for complete seminar details including seminar description, speaker biographies, and secure online registration.

Confirmation: A confirmation will be sent via email or mail when your registration is processed. In the event your confirmation is not received, please contact our CPE team at (888) 557-4814, ext. 110 or 112 or [email protected].

Registration Modifications: Transfers made one week before event date will incur a $25 administrative fee. Cancellations received less than one week before the event forfeit the materials and entire registration fee. Transfers or cancellations for registrants requesting electronic materials are not accepted after the electronic materials are posted. Substitutions are accepted up to the day of the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee. Complete registration policy can be viewed online at www.scacpa.org/cpepolicies.

Special Requests: Please contact us as soon as possible for ADA requests at (888) 557-4814, ext. 110 and 112 or [email protected].

Questions, Modifications, or Requests: SCACPA CPE team members are available Monday-Friday, 8:00 a.m. – 5:00 p.m. at (888) 557-4814, ext. 110 and 112, or [email protected]. Messages may be left 24 hours a day.

Directions: Please log onto our website, www.scacpa.org/coursecatalog for directions.

THINGS YOU NEED TO KNOW

SEMINAR TIMESAM Seminars: 8:30 a.m. – 12:00 p.m.(Registration - 8:00 a.m.); includes continental breakfast only

PM Seminars: 1:00 – 4:30 p.m. (Registration - 12:00 p.m.); includes boxed lunch only

8 Hour Seminars at SCACPA Office: 8:30 a.m. – 4:00 p.m. (Registration - 8:00 a.m.); includes meals

8 Hour Seminars off-site: 8:30 a.m. – 4:30 p.m. (Registration - 8:00 a.m.); includes meals

Vacation Clusters: 8:00 a.m. – 4:00 p.m. (Registration - 7:30 a.m.); includes meals

Satellite Seminar: 10:00 a.m. – 6:00 p.m.(Registration - 9:30 a.m.); meals are not included

Visit www.scacpa.org/coursecatalog for conference, PIU and CPE Frenzy times.

FEE DESCRIPTIONChoice Card Rate: Available to SCACPA members only. The Choice Card is only good for one CPE year (April - Jan.) and is available on all seminars that are four CPE hours or greater, except for chapter events, vacation clusters, co-sponsored events with other organizations or vendors i.e., SC Bar, IMA, CPA2Biz, AHI/AICPA, IMA, SCCIA. Choice Cards can be purchased online at www.scacpa.org/choicecard.

Early Bird Rate: SCACPA members who register with payment at least three weeks before the event date.

Member Rate: SCACPA members who register with payment less than three weeks before the event date and other state CPA society members.

Non-member Rate: Anyone who is not a member of SCACPA or any other state CPA society.

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April 23Only Financial Officer: Skills for Smaller Company Financial Managers (80612) Area: Behavioral Ethics/Business Mgmt/AccountingCredits: 2/4/2 Level: Intermediate Leader: Diane WhiteLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

April 24Creating the Best Projections You Can: Insight and Techniques (80712AM) Area: Accounting Credits: 4 Level: Intermediate Leader: Diane WhiteLocation: SCACPA - West ColumbiaFees: CC$100, EB$130, M$145, NM$195Notes: Breakfast is provided

April 24Lean Accounting: Apply Lean Thinking to Financial Management (80712PM) Area: Business Mgmt & OrganizationCredits: 4 Level: Intermediate Leader: Diane WhiteLocation: SCACPA - West ColumbiaFees: CC$100, EB$130, M$145, NM$195Notes: Lunch is provided

= CLE

= Yellow Book

= EA

= Calculator

= Satellite/Webcast

= eMaterials

= YCPA Hot Pick

= CFP

= CFM

= CMA

May 2CPA Day at the State House (LD050212) Area: Personal DevelopmentCredits: 2.5 Level: All Leader: VariousLocation: Columbia Metropolitan Convention Center - ColumbiaFees: M$50, NM$60

May 8Upcoming Peer Review: Is Your Firm Ready (80812A) Area: AuditingCredits: 8 Level: Intermediate Leader: Mark HobbsLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Discounts: AICPA Members $-30

May 14A&A Update Co-Sponsored by the Coastal Chapter (CO80812A) Area: Accounting/AuditingCredits: 4/4 Level: UpdateLeader: Bruce NunnallyLocation: Embassy Suites-CharlestonFees: CC$200, EB$215, M$240, NM$340Notes: AICPA members $-30, Coastal Chapter Members $-185.

May 16Business Fraud Update (80412SW)

Area: Accounting & AuditingCredits: 8 Level: Intermediate Discussion Leader: PanelLocations:

· Charleston, College of Charleston· Greenville, Buck Mickel Center· West Columbia, SCACPA

Fees: CC$200, EB$170, M$195, NM$270Notes: Meals NOT provided; eMaterials mandatory

May 17-18NEW! Mega Conference (414512)

Area: VariousCredits: 17 Level: All Discussion Leader: VariousLocation: Marriott Columbia - ColumbiaFees: CC $400, EB $330, M $355, NM 455Notes: Complimentary Parking; eMa-terials mandatory; session registration required. Visit www.scacpa.org/mega for sessions.

May 21-22CPAs in Business & Industry Confer-ence (415012)Area: VariousCredits: 19 Level: All Leader: VariousLocation: Columbia Metropolitan Convention Center - ColumbiaFees: CC$400, EB$330, M$355, NM$455 Notes: Complimentary Parking; eMa-terials mandatory; session registration required. Visit www.scacpa.org/B&I for sessions.

APRIL 2012 MAY 2012

LEGEND

2012 SCACPA Choice Card!It's your answer to more affordable CPE! You pay only $1000 for 40 hours or $500 for 20 hours of CPE--that's $25 per hour.

Start Saving TODAY - wwww.scacpa.org/choicecard

2012

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May 24Excel for Advanced Users: Advanced Capabilities, Concepts, and Applica-tions (80912)Area: Accounting/Specialized Knowl-edge and ApplicationsCredits: 4/4 Level: Advanced Leader: Carlton CollinsLocation: Embassy Suites - GreenvilleFees: CC$200, EB$230, M$255, NM$355

May 25QuickBooks 2012 Inventory, Sales Orders & Job Costing (81012)Area: Accounting/ Auditing/Specialized Knowledge and ApplicationsCredits: 2/2/4 Level: IntermediateLeader: Carlton CollinsLocation: Embassy Suites - GreenvilleFees: CC$200, EB$230, M$255, NM$355

May 29Annual Update for Accountants and Auditors (89112A) Area: Accounting/AuditingCredits: 4/4 Level: UpdateLeader: Douglas LoganLocation: Embassy Suites-GreenvilleFees: CC$200, EB$215, M$240, NM$340Notes: AICPA members $-30 May 31Frequently Missed Issues for OMB Circular A-133 Audits (81112)

Area: AuditingCredits: 8 Level: Intermediate Leader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: CC $200, EB$215, M$240, NM$340

HAVE YOU HEARD? SCACPA conferences and workshops are going paperless.

Beginning April 1, 2012, SCACPA conferences and workshops will provide

materials in electronic (PDF) format only. To find out more about this new process,

including how to download your ematerials, visit www.scacpa.org/ematerials.

June 1Not for Profit Industry Update and Major Accounting and Disclosure Issues (81212) Area: AccountingCredits: 8 Level: Intermediate Leader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

June 6Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans) (81312)Area: Accounting/AuditingCredits: 4/4 Level: Basic Leader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

June 7Loscalzo’s Current Practice Issues and Solutions In Audits of Em-ployee Benefit Plans (81412)Area: Accounting/AuditingCredits: 4/4 Level: Intermediate Leader: Christa DunnLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Notes: Includes Practice Aids

June 11NEW! Using the iPad as a Business Tool (81512)Area: Spec. Knowledge & ApplicationsCredits: 8 Level: Overview Leader: John HigginsLocation: SCACPA - West ColumbiaFees: EB $255, M $280, NM $380Notes: iPad based seminar

June 12NEW! 10 Steps to a Digital Account-ing Practice (81612)Area: Spec. Knowledge & ApplicationsCredits: 8 Level: Overview Leader: John HigginsLocation: SCACPA - West ColumbiaFees: EB $255, M $280, NM $380Notes: iPad based seminar

June 21GAAP Refresher (81812) Area: AccountingCredits: 8 Level: Basic Leader: Carolyn JeffLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

June 22NEW! Loscalzo’s Auditing Manual Utilizing the Risk-Based Audit Standards (81912)Area: AuditingCredits: 8 Level: Basic Leader: Carolyn JeffLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

June 27CPA's Guide to Tax Planning for Debt Cancellation and Restructuring (81712SW) Area: TaxCredits: 8 Level: Intermediate Leader: PanelLocations:


Fees: CC 200, EB$170, M$195, NM$270Notes: Meals NOT provided; eMaterials mandatory

JUNE 2012

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July 16Strategies and Tactics in the New War Against Higher Individual Taxes (82312)Area: Tax Credits: 8 Level: Intermediate Leader: Pamela Davis-Vaughn

July 17Loscalzo's Accounts Payable Fraud: Overlooked Schemes and How to Detect and Prevent Them (82412)

Area: AuditingCredits: 8 Level: Intermediate Leader: Rebecca Lee

July 17The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them (82512)Area: Tax Credits: 8Level: Intermediate Leader: Pamela Davis-Vaughn

July 18Loscalzo's Hands on Guide to Understanding and Testing Internal Control (82612) Area: AuditingCredits: 8 Level: Intermediate Leader: Rebecca Lee

July 18Surgent McCoy's Handbook for Mastering Basis, Distributions, and Loss Limitation Issues for S Corporations, LLCs and Partnerships (82712)Area: TaxCredits: 8 Level: Intermediate Leader: Pamela Davis-Vaughn

July 30Choosing the Best Entity Structure Under the Tax Law in 2012 (82912)

Area: TaxCredits: 8 Level: Intermediate Leader: John SherrickLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

July 31NEW! Reading, Understanding, and Structuring LLC and Partnership Agreements from a CPA's Perspec-tive (83012)Area: Tax Credits: 8 Level: Advanced Leader: John SherrickLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

August 1Governmental Accounting & Audit-ing Update (82812SW) Area: Governmental Accounting & AuditingCredits: 8 Level: Update Leader: PanelLocation:



CUSTOMIZED ON-SITE TRAININGBalancing cost-effectiveness with the need to get relevant training in today's fast-paced business environment can be challenging. The South Carolina Association of CPAs offers a highly effective solution - delivering high-quality training to you when and where you want it. Visit www.scacpa.org/onsitetraining for more information or contact Reva Brennan at (888) 557-4814, ext. 103 or [email protected] to discuss your needs.

AUGUST 2012

July 10Strategic Planning: A Simplified and Workable Approach for Private Companies (82012A) Area: Business ManagementCredits: 8 Level: Intermediate Leader: Bruce ShepardLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Discounts: AICPA Members $-30

July 11Accounting for Business Com-binations and Consolidation of Noncontrolling Interests (82112A)

Area: AccountingCredits: 8 Level: Advanced Leader: Bruce ShepardLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Discounts: AICPA Members $-30

LOW COUNTRY CLUSTERJULY 16-18, 2012Hilton Head Marriott Resort & SpaOne Hotel Circle, Hilton Head Island, South Carolina, 29228 Call 888-511-5086 for reservationsRoom Rates expire June 24, 2012 Group has complimentary self parking or $18 per day for valetFees (per seminar): EB $285, M $325, NM $425

July 16NEW! Loscalzo's 2012 FASB and AICPA Update (82212) Area: Accounting/AuditingCredits: 5/3 Level: Update Leader: Rebecca Lee

JULY 2012

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SELF-STUDYOnline: SCACPA has partnered with Smart Pros to offer The Continuing Professional Education Center, and with Surgent to offer the Essential CPE Collection. These companies offer hundreds of course titles and thousands of hours of accredited CPE. There are several subscriptions to choose from with a compelling collection of courses in accounting and auditing, taxation, management, and more. For more details or to purchase, visit www.scacpa.org/selfstudy.Traditional: If you prefer the traditional format of CD and text, these are still viable options for self-study. Simply contact the SCACPA office to receive a catalog at 888-557-4814, ext. 110.

COASTAL CLUSTER August 13-15, 2012Francis Marion Hotel387 King Street, Charleston, SC, 29403Call 877-756-2121 for reservationsGroup Code: SCACPARoom rate $129 (expires July 20, 2012)$17 per day valet or $12 per day for self parking (cash only)Fees (per seminar): EB$285, M$325, NM$425

August 13The Best Federal Tax Update Course by Surgent McCoy (83212)

Area: Tax Credits: 8 Level: Update Leader: Susan Smith

August 13Annual Update for Accountants and Auditors (83112A) Area: Accounting/AuditingCredits: 4/4 Level: Update Leader: Jennifer ElderDiscounts: AICPA Members $-30

August 14The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2012 (83412) Area: Tax Credits: 8 Level: Intermediate Leader: Susan Smith

August 14Forensics and Financial Fraud: Real World Issues & Answers (83312A)

Area: Accounting/AuditingCredits: 4/4 Level: Intermediate Leader: Jennifer ElderDiscounts: AICPA Members $-30

August 15Hot IRS Tax Examination Issues for Individuals and Businesses (83612)

Area: TaxCredits: 8 Level: Intermediate Leader: Susan Smith

August 15Advanced Update for Compilation Review and Accounting Services (83512A) Area: AuditingCredits: 8 Level: Advanced Leader: Jennifer ElderDiscounts: AICPA Members $-30

August 16-17Emerging Leaders Conference (417112) Area: VariousCredits: 16 Level: All Discussion Leader: VariousLocation: Marriott Columbia - ColumbiaFees: CC$400, EB$280, M$305, NM$405Notes: Complimentary Parking; eMa-terials mandatory; session registration required. Visit www.scacpa.org for sessions. Registration opens 05/16/12.

August 20NEW! Real-World Fraud: War Stories from the Front Lines (83712)Area: AuditingCredits: 8 Level: Intermediate Leader: Glenn HelmsLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

August 21Internal Controls Design, Evalu-ation, and Communication for Smaller Entities Co-Sponsored by the Central Chapter (83812) Area: AuditingCredits: 8 Level: Intermediate Leader: Glenn HelmsLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Note: Central Chapter member discount $-185

August 22QuickBooks Advanced Features, Tools, and Techniques (83912)Area: Accounting/Specialized Knowl-edge and ApplicationsCredits: 6/2 Level: Advanced Leader: Mac McClellandLocation: SCACPA - West ColumbiaFees: CC$200, EB$230, M$255, NM$355

August 23Technology for CPAs - Don't Get Left Behind (84012)Area: Spec. Knowledge & ApplicationsCredits: 8 Level: Basic Discussion Leader: Mac McClellandLocation: SCACPA - West ColumbiaFees: CC$200, EB$230, M$255, NM$355

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SATELLITE SEMINARSBusiness Professional Network (formerly ACPEN) produces between eight and twelve full-day programs that provide eight CPE credit hours (400 minutes) in the form of live, interac-tive video. CPAs gather at these sites, watch the live program and ask questions of panelists by calling in or faxing questions. If the prices at the pump are breaking your budget, try this CPE method in your local area. The 2012 locations are Charleston, Columbia and Greenville. Learn more about satellite seminars at www.scacpa.org/satelliteseminars.

AUGUST, con’t SEPTEMBER 2012September 12Accounting & Auditing Update (84412SW) Area: A&A/Regulatory EthicsCredits: 3/3/2 Level: Update Leader: PanelLocation:



September 17SCCIA Captive Insurance Academy Co-sponsored by the SC Association of CPAs (88712)Area: Spec. Knowledge and applicationsCredits: 7.5 Level: AllLeader: VariousLocation: Charleston Place Hotel- CharlestonFees: EB $225, M $250, NM $300

September 18Upcoming Peer Review: Is Your Firm Ready (84512A) Area: AuditingCredits: 8 Level: Intermediate Leader: Mark HobbsLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Discounts: AICPA Members $-30

September 18-19SCCIA 13th Annual Executive Educa-tional Conference Co-sponsored by the SC Association of CPAs (88812)Area: TBD Credits: TBD Level: AllLeader: VariousLocation: Charleston Place Hotel- CharlestonFees: TBD

September 19NEW! Financial Reporting: Turn Information into Action! (84612)Area: AccountingCredits: 8 Level: Intermediate Leader: Jay GiannantonioLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

September 19NEW! Estate and Life Planning Issues for Middle-Income Client (84712)Area: TaxCredits: 8 Level: Basic Leader: Erin CookLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

September 20Metrics Management: Choose and Use Key Performance Indicators (84812)Area: Accounting/Business Management & OrganizationCredits: 4/4 Level: Intermediate Discussion Leader: Jay GiannantonioLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

August 23Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement (84112) Area: Administrative Practice/TaxCredits: 4/4 Level: Intermediate Discussion Leader: Neil BrownLocation: Marriott - SpartanburgFees: CC$200, EB$215, M$240, NM$340

August 24Social Security, Medicare, and Pre-scription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (84212) Area: TaxCredits: 8 Level: Basic Discussion Leader: Neil BrownLocation: Marriott - SpartanburgFees: CC$200, EB$215, M$240, NM$340

August 29Compilation and Review Update (84312SW) Area: Accounting and AuditingCredits: 8 Level: Update Leader: PanelLocation:



Contact our CPE Team at (803) 791-4181 ext. 110 and 112 or e-mail [email protected]

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WEBINARS (LIVE)Webinars are growing as a source of CPE credit among our members. It doesn’t get any more convenient than this! Live, group-study webinars are taken right at your home or office computer. And you won’t miss a beat - you’ll still benefit from live interaction with an instructor and through the ability to ask questions during the presentation! Join the thousands of CPAs across the country who have taken advantage of this easy and convenient format! Learn more about this option at www.scacpa.org/webinars or search the online catalog at www.scacpa.org/coursecatalog.

September 20The Best Federal Tax Update Course by Surgent McCoy (84912) Area: TaxCredits: 8 Level: Update Leader: William GroomsLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

September 21Performance Analysis: Identify Profit Improvement Opportunities (85012) Area: AuditingCredits: 8 Level: Intermediate Leader: Jay GiannantonioLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

September 21Surgent McCoy's 2012 Annual Tax Planning Guide for S Corporations, Partnerships, and LLCs (85112)Area: TaxCredits: 8 Level: Intermediate Leader: William GroomsLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

September 25-26How to Conduct a Review Under the AICPA Practice-Monitoring Program (88812A) Area: AuditingCredits: 16 Level: Basic Leader: Bob BezginLocation: SCACPA - West ColumbiaFees: CC$400, EB$325, M$360, NM$460Discounts: AICPA Members $-60

September 27AICPA Advanced Course: Overview of the AICPA Peer Review Program Standards (88912A) Area: AuditingCredits: 8 Level: Advanced Leader: Bob BezginLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Discounts: AICPA Members $-30

OCTOBER 2012October 16NEW! A Complete Guide to the New 20117 Yellow Book (85212) Area: Governmental AuditingCredits: 8 Level: Basic Leader: William WagnerLocation: SCAPCA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

October 17NEW! I See It! Bringing Into Focus the New Clarified Auditing Stan-dards (85312) Area: Auditing Credits: 8 Level: Basic Leader: William WagnerLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

October 18Women in Leadership Conference (417012)Area: Personal DevelopmentCredits: 8 Level: All Leader: Various Location: Embassy Suites - ColumbiaFees: CC$200, EB$210, M$235, NM$335Notes: eMaterials mandatory; Registra-tion opens 07/18/12

October 22Tax Planning Based on Form 1040 (85412)Area: TaxCredits: 8 Level: Basic Discussion Leader: Arthur WernerLocation: Embassy Suites - GreenvilleFees: CC$200, EB$220, M$245, NM$345

October 23The Complete Guide to Preparing Forms 706 and 709 (85512)Area: TaxCredits: 8 Level: Basic Leader: Arthur WernerLocation: Embassy Suites - GreenvilleFees: CC$200, EB$220, M$245, NM$345

October 23Personal Financial Planning Confer-ence (418012) Area: Administrative PracticeCredits: 8 Level: All Leader: VariousLocation: SCACPA- West ColumbiaFees: CC$200, EB$210, M$235, NM$335Note: eMaterials mandatory; Registra-tion opens 07/23/12

October 24Loscalzo’s Tax, Cash and Modified Cash Basis Financial Statements and Other Alternatives to GAAP (Special Purpose Frameworks) (85712)Area: AccountingCredits: 8 Level: Basic Leader: James NewhardLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

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NOVEMBER 2012November 1-2CPA Summit & Member Meeting (411012)Area: VariousCredits: 16 Level: All Leader: VariousLocation: Columbia Metropolitan Convention Center - ColumbiaFees: CC$400, EB$330, M$355, NM$455Notes: Complimentary Parking; eMa-terials mandatory; Session registration required. Visit www.scacpa.org/sum-mit for sessions. Registration opens 08/01/12.

November 5Hot IRS Tax Examination Issues for Individuals and Businesses (85812)

Area: TaxCredits: 8 Level: Intermediate Leader: William MarutzkyLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 6Effective and Efficient Senior-Level Review of Individual Tax Returns (85912)Area: TaxCredits: 8 Level: Intermediate Leader: William MarutzkyLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 12Not For Profit Auditing Made Easy (86212) Area: AuditingCredits: 8 Level: Basic Leader: Margaret ThomasLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 13NEW! Governmental Workshop: Governmental Update and Major Accounting and Disclosure Issues (413012) Area: Governmental AccountingCredits: 8 Level: Intermediate Leader: Margaret ThomasLocation: Columbia Conference Center - ColumbiaFees: CC$200, EB$210, M$235, NM$335Note: eMaterials mandatory

November 14Small Business Accounting and Au-diting Update (86312A) Area: Accounting/AuditingCredits: 4/4 Level: Update Leader: Mark DaubermanLocation: Embassy Suites - GreenvilleFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

November 15Running a Nonprofit Like a For Profit Business (86012A)

Area: Business ManagementCredits: 8 Level: Basic Leader: Sheldon LangsamLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

November 15Variable Interest Entity Consolida-tion Rules: Not Just a Big Company Issue (86412A) Area: AccountingCredits: 8 Level: Basic Leader: Mark DaubermanLocation: Embassy Suites - GreenvilleFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

November 16Nonprofit Accounting and Auditing Update (86112A) Area: Gov’t Accounting/Gov’t AuditingCredits: 4/4 Level: Update Leader: Sheldon LangsamLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

November 19The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2012 (86512) Area: TaxCredits: 8 Level: Intermediate Leader: Peter TowleLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

Have you recently completed tax season, a major project or an energy draining task? Then it’s time to rejuvenate your mind and spirit.

Time to Refresh with VACATION CLUSTERS

October 24Not-for-Profit Accounting, Auditing & Tax Update (85612SW) Area: Spec. Knowledge & Apps./TaxCredits: 6/2 Level: Update Leader: PanelLocation:



OCTOBER, con’t

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November 20Make Money for You and Your Cli-ents: Surgent McCoy's Top Business Tax Planning Strategies (86612)Area: TaxCredits: 8 Level: Intermediate Leader: Peter TowleLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 26NEW! Effective Tax Strategies-The Benefits and Hurdles (86712)Area: TaxCredits: 8 Level: Intermediate Leader: Dennis GerschickLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 27Family Wealth Management (86812)Area: Administrative PracticeCredits: 8 Level: Overview Leader: Dennis GerschickLocation: SCACPA- West ColumbiaFees: CC$200, EB$220, M$245, NM$345

November 28Estate Planning Tax Forms Work-shop (86912SW) Area: TaxCredits: 8 Level: Intermediate Leader: PanelLocation:


Fees: CC$200, EB$170, M$195, NM$270Notes: Meals NOT provided; eMaterials mandatory.

November 29NEW! 2012 Accounting & Tax Tech-nology Update (87012)Area: Spec. Knowledge & ApplicationsCredits: 8 Level: Overview Leader: John HigginsLocation: SCACPA - West ColumbiaFees: EB $260, M $285, NM $385Notes: iPad based seminar

November 30NEW! Excel Boot Camp – Top 10 Features Every CPA Should Know (87112)Area: Spec. Knowledge & ApplicationsCredits: 8 Level: Intermediate Leader: John HigginsLocation: SCACPA - West ColumbiaFees: EB $260, M $285, NM $385Notes: iPad based seminar

Lowcountry Cluster - New Location! July 16-18, 2012Hilton Head Marriott Resort and SpaCall 888-5111-5086 for reservations

Coastal ClusterAugust 13-15, 2012Francis Marion Hotel Call 877-756-2121 for reservations

December 3The Complete Guide to Payroll Taxes and 1099 Issues (87212)Area: TaxCredits: 8 Level: Basic Leader: William GroomsLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 4NEW! 2012 Annual Individual Tax Update (87312)Area: TaxCredits: 8 Level: Update Leader: Dennis GerschickLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

DECEMBER 2012

December 5NEW! 2012 Annual Business Tax Update (87412)Area: TaxCredits: 8 Level: Update Leader: Dennis GerschickLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 6-7Accounting & Auditing Conference (416012)Area: Accounting/AuditingCredits: 16 Level: All Leader: VariousLocation: Charleston Marriott Hotel Fees: CC$400, EB$385, M$410, NM$510Notes: Complimentary parking;eMaterials mandatory; Session registra-tion required. Visit www.scacpa.org for sessions. Registration opens 09/06/12.

December 10Chief Financial Officer: Executive Level Skills for Financial Managers (87612) Area: Behavioral Ethics/Business Man-agement/AccountingCredits: 2/4/2 Level: Intermediate Leader: Donna SylverLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 10Federal Tax Update with Walter Nunnallee (87512FH) Area: TaxCredits: 8 Level: Update Leader: Walter NunnalleeLocation: Charleston Marriott Hotel Fees: CC $200, EB $205, M$230, NM$330Notes: Complimentary parking; Valet $7

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December 11NEW! Corporate Accounting: Hone Your Skills (87712) Area: Accounting/Business Management/Behavioral EthicsCredits: 4/2/2 Level: Intermediate Discussion Leader: Donna SylverLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Notes: Bring a Laptop

December 12NEW! Loscalzo's 2012 FASB and AICPA Update (87912) Area: Accounting/AuditingCredits: 5/3 Level: Update Leader: Kenneth HeaslipLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 12Annual Tax Update (87812SW) Area: TaxCredits: 8 Level: Update Leader: PanelLocation:



December 13Compilation & Review Essentials– Rules for Local Practitioners (88012)

Area: AuditingCredits: 8 Level: Intermediate Leader: Kenneth HeaslipLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 13Federal Tax Update with Walter Nunnallee (87512FG) Area: TaxCredits: 8 Level: Update Leader: Walter NunnalleeLocation: Embassy Suites - GreenvilleFees: CC $200, EB$205, M$230, NM$330

December 14Federal Tax Update with Walter Nunnallee (87512FC) Area: TaxCredits: 8 Level: Update Leader: Walter NunnalleeLocation: Embassy Suites - ColumbiaFees: CC $200, EB$205, M$230, NM$330

December 17Disclosure - The Key to Financial Statements (88112) Area: AccountingCredits: 8 Level: Basic Leader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

December 17Federal Tax Update with Walter Nunnallee (87512FF) Area: TaxCredits: 8 Level: Update Leader: Walter NunnalleeLocation: Southeastern Institute of Manufacturing & Technology - FlorenceFees: CC$200, EB$205, M$230, NM$330

Mega Conference May 17-18, Columbia CPAs in Busines & Industry Conference May 21-22, Columbia

December 17WEBCAST: Federal Tax Update with Walter Nunnallee (WEB87512)Area: TaxCredits: 8 Level: Update Leader: Walter NunnalleeLocation: OnlineFees: M $230, NM $330Notes: eMaterials mandatory; register online at www.scacpa.acpen.com

December 18Form 990: Moving Beyond the Basics (88212A) Area: TaxCredits: 8 Level: Advanced Leader: Michael MorganLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

December 19NEW! Now I Oversee! Advanced OMB A-133 Issues (88312A) Area: Governmental AuditingCredits: 8 Level: Advanced Leader: Michael MorganLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

December 20Governmental Accounting & Report-ing: Putting It All Together (88412A)

Area: Governmental AccountingCredits: 8 Level: Intermediate Leader: Michael MorganLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345Discounts: AICPA Members $-30

DECEMBER, con’t

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Emerging Leaders Conference August 16-17, Columbia

Women in Leadership Conference October 18, Columbia

Personal Financial Planning Conference October 23, West Columbia

Annual Summit November 1-2, Columbia (combined with Tax & Technology)

Governmental Bonus Workshop November 13, Columbia

Accounting & Auditing ConferenceDecember 6-7, Charleston

December 21Surgent McCoy's Advanced Critical Tax Issues for Limited Liabil-ity Companies and Partnerships (88512)Area: TaxCredits: 8 Level: Advanced Leader: Linda Bradley McKeeLocation: SCACPA - West ColumbiaFees: CC$200, EB$220, M$245, NM$345

Last Chance CPE FrenzyDecember 27-28SCACPA – West Columbia

The CPE Frenzy offers four to six different seminars in two to four hour formats covering a variety of topics. This two day event is packed with just the right amount of down to the wire CPE you need to complete the 40 hour annual requirement. Seminars taught by our very own Rebecca Lee, CPA will keep you entertained and educated on the lastest information you need to serve your clients, and meet your CPE needs. Look for the specific seminar titles in our next issue of the CPE schedule.

JANUARY 2013JANUARY 7The Complete Guide to the Prepara-tion of Form 1041 (90213)Area: TaxCredits: 8 Level: Basic Leader: Arthur WernerLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

JANUARY 8The Complete Guide to the Prepara-tion of Form 1041 (90313)Area: TaxCredits: 8 Level: Basic Discussion Leader: Arthur WernerLocation: Embassy Suites - GreenvilleFees: CC$200, EB$215, M$240, NM$340

JANUARY 9Small Business Entity Tax Forms Workshop (90113SW) Area: TaxCredits: 8 Level: Intermediate Leader: PanelLocation:


Fees: CC$200, EB$170, M$195, NM$270Notes: Meals NOT provided; eMaterials mandatory.

JANUARY 14The Complete Guide to Preparing Limited Liability Company, Partner-ship, and S Corporation Federal Income Tax Returns (90513) Area: TaxCredits: 8 Level: Basic Leader: James McCoyLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

JANUARY 15Preparing Individual Tax Returns for New Staff and Para-Professionals (90613)Area: TaxCredits: 8 Level: Basic Leader: James McCoyLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340

JANUARY 16NEW! Closely Held Business Taxation: Smart Strategies to Slash Taxes (90013A) Area: TaxCredits: 8 Level: Intermediate Discussion Leader: Charles BorekLocation: SCACPA - West ColumbiaFees: CC$200, EB$215, M$240, NM$340Discounts: AICPA Members $-30

JANUARY 17-18AICPA's 1040 Tax Return Workshop by Sid Kess (90413A) Area: TaxCredits: 16 Level: Update Discussion Leader: Charles BorekLocation: SCACPA - West ColumbiaFees: CC$400, EB$335, M$360, NM$460Discounts: AICPA Members $-60

Discover the advantages of customized ON-SITE training. Your staff deserves the best training available but providing it can be a challenge. Now you can bring top-quality programs directly to your office with the South Carolina Association of CPAs’ On-site Customized Training program. GET STARTED! Contact Reva Brennan, MPA, CAE at (803)791-4181 x103 or [email protected], or visit www.scacpa.org/onsitetraining.

DECEMBER, con’t

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CHAPTER EVENTS

CatawbaMay 23: A&A Update, 8 hours, Kurt Oeistricher, Rock Hill

August 20: Professional Issues Update, 4 hours, Erin Hardwick, Rock Hill

October 25: Federal Tax Update, 8 hours, Art Werner, Rock Hill

CentralAugust 21: Internal Controls Design, Evaluation, and Communication for Smaller Entities Co-sponsored by Central Chapter, 8 hours, Glenn Helms, Columbia

October 9: Professional Issues Update, 4 hours, Erin Hardwick, Columbia

November 12: Annual Tax Update, 8 hours, Bill Grooms, Columbia

CoastalMay 14: A&A Update Co-sponsored by the Coastal Chapter, 8 hours, Bruce Nunnally, Charleston

June 21: YCPA Networking/CPE, sponsored by the Coastal Chapter, 2 hours, Charleston

September 24: Technology Update, 6 hours, Randy Johnston and Current Tax Update, 2 hours, Jason Sweatt, Charleston

October 4: Professional Issues Update, 4 hours, Erin Hardwick, Charleston

November 8: Federal Tax Update with Jack Surgent, 8 hours

FoothillsMay 22: A&A Update, 8 hours, Kurt Oeistricher, Spartanburg

September 27: Professional Issues Update, 4 hours, Erin Hardwick, Spartanburg

October 24: Federal Tax Update, 8 hours, Art Werner, Spartanburg

Grand StrandMay 9: Tax: 1099 Prep & IRS Cases, 4 hours, Edgar Gee, Myrtle Beach

August 28: Professional Issues Update, 4 hours, Erin Hardwick, Myrtle Beach

November: A&A Update, 8 hours, Speaker TBD, Myrtle Beach

Pee DeeMay 24: A&A Update, 8 hours, Chris Rouse, Florence

August 27: Professional Issues Update, 4 hours, Erin Hardwick, Florence

October 26: Federal Tax Update, 8 hours, Art Werner, Florence

PiedmontMay 16: YCPA Networking, sponsored by the Piedmont Chapter, Russell Stall, Greenville

September 28: Professional Issues Update, 4 hours, Erin Hardwick, Greenville

Sea IslandMay 23: A&A Update, 8 hours, Chris Rouse, Hilton Head

October 5: Professional Issues Update, 4 hours, Erin Hardwick, Hilton Head

October 29: Federal Tax Update, 8 hours, Art Werner, Hilton Head

About The ChaptersCatawbaChester, Lancaster, and York counties

CentralAiken, Allendale, Bamberg, Barnwell, Calhoun, Edgefield, Fairfield, Kershaw, Lexington, McCormick, Newberry, Orangeburg, Richland, Saluda, and Sumter counties

CoastalBerkeley, Charleston, Colleton, Dorchester, Hampton, and Jasper counties

FoothillsCherokee, Union, and Spartanburg counties

Grand StrandGeorgetown and Horry counties

Pee DeeChesterfield, Clarendon, Darlington, Dillon, Florence, Lee, Marion, Marlboro, and Williamsburg counties

PiedmontAbbeville, Anderson, Greenville, Greenwood, Laurens, Oconee, and Pickens counties

Sea IslandBeaufort county

CONTACT INFORMATIONIf you are already a member of SCACPA and would like to join your local chapter, or for additional information regarding chapter events, please contact SCACPA’s Chapter & Member Events Manager, Sandra Oxner, CMP, CMMM at [email protected] or call 888-557-4814 x 112.

As a member of SCACPA, you are eligible to join one of SCACPA’s eight regional chapters, based on the county in which you live or work. Chapters are an integral part of SCACPA and facilitate networking and educational opportunities throughout the state, tailored to meet your needs.

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Registration

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m If you are disabled and require special services check here, and contact the SCACPA office at 888-557-4814, ext 110 or 112.

DIETARY REQUESTSr Vegetarian r Food Allergy r Other ____________________

ELECTRONIC MATERIALSGO GREEN

o Electronic Materials: Choosing this option will reduce your carbon footprint. This option does not offer a discount. eMaterials will be uploaded approximately 3 days before the event. Once materials are uploaded refunds or transfers are no longer acceptable. Materials are for the individual use of the registrant only and should not be shared. eMaterials are mandatory for webcasts, satellite seminars, workshops and conferences. Please check the eMaterials box by the appropriate course code to accept the terms and conditions. For download instructions visit www.scacpa.org/ematerials.

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Registrations Accepted Online www.scacpa.org/coursecatalog Mail SCACPA, 570 Chris Dr., West Columbia, SC 29169 Fax 803-791-4196 (credit card & choice card only)

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SC Association of CPAs570 Chris DriveWest Columbia, SC 29169www.scacpa.org

South Carolina

CPA


South Carolina Association of CPAs

CPE SCHEDULE April 2012 - January 2013

cpe schedule 2012

Documents