Focus Course Catalog September-October 2014

1Focus Indiana CPA Society

September-October 2014 Vol. 15 No. 2

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

Required CPE .....................................4

Webinars ............................................5

Hot New Classes .................................6CPA Excellence Online Interactive Courses ..............................................6

Industry Bestsellers .............................10

Regional Listing ...................................11

Discounts and Cancellations ...............14

Registration Options ...........................14

Registration Form ..............................15


Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technol-ogy issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing.

SPEAKER SPOTLIGHT

Bryan Smith, CPA, CITP, CISAVirtual CIOSpeaker Rating: 4.7/5

Productivity Tools Symposium — Outlook, Adobe, Word and OneNote

9/16/14 / 8:30 a.m.-4:30 p.m.Bryan Smith, CPA, CITP, CISAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

This comprehensive, fast-paced course will be presented in a series of distinct and dynamic learning modules to review and demonstrate the most useful features for each of the featured applications to improve your personal productivity.

REQUIRED CPE

Annual Accounting and Audit Updates

Radisson Hotel at Star Plaza Merrillville

Century Center South Bend

INCPAS Prof. Dev. & Conf. Ctr. Indianapolis

Grand Wayne Center Fort Wayne

Clarion Hotel and Conference Center Columbus

Holiday Inn Evansville Airport Evansville

CPE: 8 Hrs | Member: $208 | Nonmember: $469 | 8:30 a.m.-4:30 p.m.

Designed 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.

Adobe Acrobat for CPAs from A to Z

9/15/14 / 8:30 a.m.-4:30 p.m.Bryan Smith, CPA, CITP, CISAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

Adobe Acrobat is the de facto standard software for creating, viewing, annotating and securing PDF files. You will learn all the features of Adobe Acrobat that will allow you to work with PDF files with maximum efficiency.

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Annual Accounting and Auditing Workshop

10/1-2/14 / 8:30 a.m.-4:30 p.m.Kurt G. Oestriecher, CPAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $539 | NONMEMBER: $764

Are your accounting and auditing skills up-to-date and on-par with industry standards? Be sure with this comprehensive, two-day course that updates you on the latest accounting, auditing, compilation and review, and other professional standards. Materials include practical applications of the topics covered to help you understand and apply the standards to real-life scenarios.


WEBINARSCan’t get away for your CPE? No prob-lem - stay put and still get the informa-tion you need with these webinars.

Accounting and Auditing Update — What Is New and Why?

9/16/14 / 9-10:40 a.m. John Lawrence, CPACPE: 2 | MEMBER: $79 | NONMEMBER: $109

This session will focus on the new developments that affect the small and medium size practitioner. The topics will include new compilation and review standards as well as preparing for the proposed non-attest standards. Included in the discussion will be topics that are of a larger nature that impact the issuance of financial statements of any client size under GAAP

Section 183: Activity Not Engaged in For Profit and Section 162 — Can It Be Deducted — A Renaissance of IRS Activity

9/25/14 / 9-10:40 a.m. John Lawrence, CPACPE: 2 | MEMBER: $79 | NONMEMBER: $109

This seminar will explore the complicated and interrelated factors that are involved in the determination by the Internal Revenue Service of whether an activity is primarily for profit and, thus, losses and expenses or allowable or whether it is not. The participants will be alerted to whether this issue potentially exists with a client and how to plan for a defense of the issue in an audit as well as the increase in audit activity by the Internal Revenue Service in regarding this issues. Particular emphasis will be given to identification, defensive strategy, advising the client of the audit potential, risk assessment, IRS examiner audit approaches, documentation, and when to appeal an adverse IRS determination.

Estates, Trusts and Gifts — New Developments and Planning for Old Ones

10/14/14 / 1-2:40 p.m.John Lawrence, CPACPE: 2 | MEMBER: $79 | NONMEMBER: $109

This seminar will focus on an overview of new developments in estates and trust which will include planning for the impact of the net investment income tax (NIIT), important developments in gift taxes as well as planning for the new IRS audit emphasis on trusts. The session will focus on strategy, anticipation, and planning for coming changes to estates and trusts as well as reconsiderations that need to be made for current estate and trust plans.

Turning Employees into a Competitive Advantage

10/15/14 / 9-10:40 a.m.Karl Alrichs, SPHRCPE: 2 | MEMBER: $79 | NONMEMBER: $109

In this entertaining and fast paced session, Karl Ahlrichs will pull together some existing “next practices” that you can immediately use to make employees more valuable to your organization. Karl has broad experience in the people side of business, and has collected recent examples of what works and what falls short. Topics to be covered include: New methods for looking at the workforce, the new definition of “High Performing”, how generational issues will change performance management, and why sustainability is so important.

Not Another Revision to the AICPA Code of Ethics

10/20/14 / 9-10:40 a.m.William Murphy, CPA, ABV, CFF, CGMA, CVA, PFSCPE: 2 | MEMBER: $79 | NONMEMBER: $109

In case you were doing other things this last January, you might have missed some changes you need to be aware of concerning our Ethics Code. The Professional Ethics Executive Committee (PEEC) has approved a revised “Code of Ethics” the January 2014 meeting, subject to editorial review and the revised code will be effective December 15, 2014. The new conceptual frameworks and related interpretations however, will not be effective until December 15, 2015. The revised AICPA Code will be housed in a new system with expanded features, which is expected to be live by the 3rd quarter of 2014. You will learn how this revision will impact your practice.

A New Look at Reviews and Compilations

10/29/14 / 1-2:40 p.m. William Murphy, CPA, ABV, CFF, CGMA, CVA, PFSCPE: 2 | MEMBER: $79 | NONMEMBER: $109

This seminar will focus on helping both seasoned professionals as well as new staff CPAs to understand the continuing requirements of engagement performance and reporting requirements under Statements on Standards for Accounting and Review Services (SSARS). This session will also point out some of the potential problems and engagement risks that can arise as to independence and ethics requirements for compilation and review engagements. The speaker will discuss the analytical procedures and inquiries that must be made as part of every review engagement and contrast these procedures with how and why compilation engagements are different.


NEW Group Audits: Clarifying the Complexities

9/5/2014 / 8:30 a.m.-4:30 p.m.Bruce Shepard, CPAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $349 | NONMEMBER: $499

As a result of the AICPA’s Auditing Standards Board’s Clarity Project, a new standard has been developed that provides clearer requirements and guidance for the audit of group financial statements, particularly those audits involving work performed by other auditors. AU-C section 600, Special Considerations – Audits of Group Financial Statements (including the Work of Component Auditors), changes terminology, more clearly articulates a group auditor’s responsibilities (formerly known as the “Principal Auditor”) which includes the extent of their involvement in the work of a component auditor (formerly referred to as the “other auditor”). The course provides explanations, examples, and discussions on key issues, identifies areas that group auditors and component auditors need to understand, and provides a plain English understanding of all they key concepts related to group audits.

NEW CPA Malpractice — Am I at Risk of a Lawsuit?

9/10/2014 / 8:30 a.m.-4:30 p.m.William I. Eskin, CPAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

The audit/review is finished, the financial statements have been submitted, and we have collected our fee. But wait, the bank is yelling FOUL — am I at risk of getting sued?

NEW Advanced Compilation and Review Engagement Issues: Striking the Right Balance Between Compliance, Client Service and Practice Management

9/19/2014 / 8:30 a.m.-4:30 p.m.Joann Noe Cross, CPA, CGFM, CMA INCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

Practitioners who provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting and performance issues associated with compilation, review and accounting service engagements.

NEW Taking Your Medicine: Health Care in 2014

9/19/2014 / 8:30 a.m.-Noon William Murphy, CPA, ABV, CFF, CGMA, CVA, PFSGrand Wayne Center, Fort Wayne

9/26/2014 / 8:30 a.m.-NoonJohn Lawrence, CPAHoliday Inn Evansville Airport, Evansville CPE: 4 | MEMBER: $159 | NONMEMBER: $234

2014 is a critical year for business owners and employees in determining their health insurance options and costs and in structuring their fringe benefit programs. This course will focus on the key issues and planning strategies that CPAs and other tax practitioners need to know in order to advise their clients regarding this far-reaching legislation.

NEW Accounting and Auditing Update for Small Businesses

9/23/2014 / 8:30 a.m.-4:30 p.m.Martin Birr, CPA, CIA, CMA Holiday Inn Evansville Airport, Evansville

10/20/2014 / 8:30 a.m.-4:30 p.m. Dennis J. Hickle, CPA, CTFAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $349 | NONMEMBER: $499

Geared toward practitioners who provide accounting and auditing services to small businesses, this course updates you on the new accounting, auditing, compilation and review standards, and other professional guidance that impact small businesses and their auditors. Materials include practical applications of the topics covered to help you understand and apply the standards to real-life scenarios. With the rate of change in today’s regulatory environment, you must stay current on all of the topics impacting the profession.

NEW Advanced Business Law for CPAs

9/23/2014 / 8:30 a.m.-4:30 p.m.Robert W. Walter, JDGrand Wayne Center, Fort Wayne CPE: 8 | MEMBER: $349 | NONMEMBER: $499

Issue identification is often what separates top financial officers and managers from others. This course covers legal issues in employment, social media/privacy, e-business, intellectual property, corporate law, securities, environmental regulation and public company matters. Limit your clients’ individual liability and insurance, head off tax issues and take advantage of alternate forms of dispute resolution.

HOT NEW CLASSES


HOT NEW CLASSES CONTINUED NEW Compilation and Review Engagement Fundamentals

9/26/2014 / 8:30 a.m.-4:30 p.m. John J. Minnich, CPA, CGMA, MAcctINCPAS Prof. Dev. & Conf. Ctr., Indianapolis

10/28/2014 8:30 a.m.-4:30 p.m. John Lawrence, CPAHoliday Inn Evansville Airport, Evansville CPE: 8 | MEMBER: $349 | NONMEMBER: $499

Many new CPAs are not familiar with two of the local CPA firm’s most popular engagements: compilations and review of private companies. Shorten your learning time and increase your earning time by attending this hands-on course. First you will learn what distinguishes a compilation and review from a traditional audit. After an overview of current SSARS standards, you will walk through the steps of a compilation engagement followed with the same for a review engagement to increase concept comprehension and retention.

NEW Advanced QuickBooks Tips and Techniques

9/29/2014 / 8:30 a.m.-NoonSteven M. Phelan, CPA, CITPGrand Wayne Center, Fort Wayne

10/22/2014 1-4:30 p.m. Brian F. Tankersley, CPA, CITPINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 4 | MEMBER: $159 | NONMEMBER: $234

QuickBooks remains one of the leading accounting solutions for small and growing businesses, and Intuit has added numerous advanced features to the application over the past few releases. Knowing how to take advantage of these tools can determine your level of success when working with QuickBooks. In this seminar, you will learn how to take advantage of key features in QuickBooks to solve issues in fields such as financial and operational reporting, inventory management, closing out accounting periods and integrating QuickBooks with other applications.

NEW Word, Outlook and PowerPoint – Tips and Tricks for Enhancing Productivity

9/29/2014 / 1-4:30 p.m. Steven M. Phelan, CPA, CITPGrand Wayne Center, Fort Wayne CPE: 4 | MEMBER: $159 | NONMEMBER: $234

In this half-day session, you will learn the best ways to work with Word, Outlook, and PowerPoint, and

increase your productivity in the process. Among the topics covered in this seminar are styles (Word’s best feature), exporting a Word document to a PowerPoint presentation, how to manage the email avalanche in Outlook, and using Office Web Apps, SkyDrive and SkyDrive Pro to work with your data anytime and anywhere.

NEW Guide to Understanding the New Net Investment Income Tax in 2014

9/29/2014 / 1-4:30 p.m. John N. Sherrick, CPA, MAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 4 | MEMBER: $159 | NONMEMBER: $234

The new net investment income tax is now an overriding concern to many taxpayers, particularly business owners and real estate investors. The NII tax base is related by complex rules to the passive activity regulations that require an in-depth understanding of election and planning issues that CPAs need to know. The IRS has been very aggressive in audits under the passive loss rules and will now expand their investigation to include the new NII tax.

NEW Guide to Understanding the Passive Activity Rules in 2014

9/29/2014 / 8:30 a.m.-Noon John N. Sherrick, CPA, MAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 4 | MEMBER: $159 | NONMEMBER: $234

Every business owner and real estate investor must determine if they materially participate in any and all trades or businesses, because there are potential implications for the new net investment income tax. These extremely complicated rules require an in-depth understanding of election and planning issues that CPAs need to know.

NEW Slashing Taxes for Your Small Business Clients: Corporations, Partnerships & LLCs

10/17/2014 / 8:30 a.m.-4:30 p.m. William Murphy, CPA, ABV, CFF, CGMA, CVA, PFSCentury Center, South BendCPE: 8 | MEMBER: $349 | NONMEMBER: $499

Solid tax planning strategies are essential for your corporate and small business clients. Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your clients’ money in their pockets. We’ll answer the tough questions and show you what strategies are best for your clients as a result of the most recent tax reform.


HOT NEW CLASSES CONTINUED

CPA EXCELLENCE ONLINE INTERACTIVE COURSES

NEW 2014 FASB and AICPA Update

10/30/2014 / 8:30 a.m.-4:30 p.m. James J. Newhard, CPAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

This course is a must to keep you on top of the changes you need to know to be effective. The course authors evaluate and emphasize those standards with broad application and offer detailed practical guidance and illustrations. Synopses are provided for specialized issues.

NEW Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies

10/31/2014 / 8:30 a.m.-4:30 p.m. William Murphy, CPA, ABV, CFF, CGMA, CVA, PFSBloomington Convention Center, Bloomington CPE: 8 | MEMBER: $349 | NONMEMBER: $499

Make sure your clients are protecting themselves from the onslaught of higher taxes. Get the latest techniques

for building and conserving wealth through proactive tax planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies that will keep more money in the hands of your clients.

NEW Compilation and Review Practice Guide

10/31/2014 / 8:30 a.m.-4:30 p.m.James J. Newhard, CPA INCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $319 | NONMEMBER: $469

Compilation and review issues have dominated the profession during the past few years due to the issuance of SSARS 19, and its codification in AR Sections 60, 80 and 90, as well as the issuance of the ARSC’s proposal for its new Clarity Project. This program addresses these changes and current performance requirements in the compilation and review literature such that practitioners will be able to perform these services in compliance with the current standards while applying best practices for both efficiency and effectiveness.

NEW CPA Excellence Leadership

On Demand and Mobile ReadyCPA Center of ExcellenceCPE 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.

Register now at cpacoe.com


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

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

CPA Excellence — Online Interactive Courses

CPA Excellence —Live Simulation Event

CPA Excellence Quick Start Guide

CPA Core Competency Study

CPA Center of Excellence® Online

Available exclusively through:

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

Register now at cpacoe.com

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, Indianapolis


BEST SELLING COURSES FOR CPAs IN INDUSTRYSee full course descriptions online at incpas.org.

A&A Update

8:30 a.m.-4:30 p.m. FASB Review for Business and Industry Indianapolis

8:30 a.m.-Noon Special Purpose Frameworks – Alternatives to GAAP Indianapolis

1-4:30 p.m. Statement of Cash Flows: Preparation, Presentation and Use Indianapolis

8:30 a.m.-Noon Taking Your Medicine: Health Care in 2014 Fort Wayne

8:30 a.m.-4:30 p.m. IT Risks and Controls in Current and Emerging Environments Indianapolis

8:30 a.m.-4:30 p.m. The ABCs of Cost Accounting for Improved Performance Indianapolis

1-4:30 p.m. Fraud and Cash Receipts: Common Frauds and Internal Controls Fort Wayne

8:30 a.m.-Noon Purchasing, Inventory and Cash Disbursements: Common Frauds Fort Wayne and Internal Controls

8:30 a.m.-4:30 p.m. IFRS vs. GAAP: What are the Differences? Indianapolis

1-4:30 p.m. Real-World Business Ethics for CPAs in Business and Industry Indianapolis

8:30 a.m.-4:30 p.m. Revenue Recognition Indianapolis

8:30 a.m.-4:30 p.m. Business Law Refresher: What Every Financial Manager Should Know Indianapolis

1-4:30 p.m. Financial Statement Disclosures: Guide to Current Requirements Indianapolis and Developing Issues

8:30 a.m.-Noon The Statement of Cash Flows: Preparation Guidance and Presentation Indianapolis Illustrations

8:30 a.m.-4:30 p.m. Skillful Negotiations: Getting the Most from Your Banker, Customers Indianapolis and Vendors

8:30 a.m.-4:30 p.m. Accounting and Auditing Update for Small Businesses Indianapolis

8:30 a.m.-4:30 p.m. Real-World Fraud: War Stories from the Front Lines Indianapolis

8:30 a.m.-4:30 p.m. The New Reporting Option: A Financial Reporting Framework for Small Fort Wayne and Medium-Sized Entities

8:30 a.m.-4:30 p.m. Internal Control Best Practices for Small and Medium-Sized Entities Indianapolis

8:30 a.m.-4:30 p.m. Annual Financial Management Spotlight: Four Current Topics Indianapolis

8:30 a.m.-4:30 p.m. Financial Management Skills: Becoming a Financial Leader Indianapolis

8:30 a.m.-4:30 p.m. From Hiring to Firing and Everything In Between: Legal, Tax and Fort Wayne Health Care Issues

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BloomingtonNEW Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies 10/31/14 Bloomington $349/$499

EvansvilleNEW Accounting and Auditing Update for Small Businesses 9/23/14 Evansville $349/$499

Maximizing Your Social Security Benefits 9/26/14 Evansville $159/$234

NEW Taking Your Medicine: Health Care in 2014 9/26/14 Evansville $159/$234

NEW Compilation and Review Engagement Fundamentals 10/28/14 Evansville $349/$499

Vern Hoven’s Federal Tax Update 10/20-21/2014 Evansville $479/$704

Fort WayneAuditing Not-for-Profit Entities: Superior Skills for an Effective and

Efficient Audit 9/9/14 Fort Wayne $319/$469

Maximizing Your Social Security Benefits 9/19/14 Fort Wayne $159/$234

NEW Taking Your Medicine: Health Care in 2014 9/19/14 Fort Wayne $159/$234

NEW Advanced Business Law for CPAs 9/23/14 Fort Wayne $349/$499

NEW Advanced QuickBooks Tips and Techniques 9/29/14 Fort Wayne $159/$234

NEW Word, Outlook and PowerPoint — Tips and Tricks for Enhancing

Productivity 9/29/14 Fort Wayne $159/$234

Advanced Excel 9/30/14 Fort Wayne $319/$469

Fraud and Cash Receipts: Common Frauds and Internal Controls 10/2/14 Fort Wayne $179/$254

Purchasing, Inventory and Cash Disbursements: Common Frauds and

Internal Controls 10/2/14 Fort Wayne $179/$254

NEW The New Reporting Option: A Financial Reporting Framework for

Small and Medium-Sized Entities 10/20/14 Fort Wayne $319/$469

Multistate Income Tax 10/24/14 Fort Wayne $349/$499

From Hiring to Firing and Everything In Between: Legal, Tax and Health

Care Issues 10/27/14 Fort Wayne $319/$469

TITLE DATE CIT Y MEM. / NON.

REGIONAL LISTINGS


IndianapolisAdvanced Real Estate Accounting, Auditing and Taxation 9/4/14 Indianapolis $349/$499

NEW Group Audits: Clarifying the Complexities 9/5/14 Indianapolis $349/$499

NEW CPA Malpractice — Am I at Risk of a Lawsuit? 9/10/14 Indianapolis $319/$469

Adobe Acrobat for CPAs from A to Z 9/15/14 Indianapolis $319/$469

Productivity Tools Symposium: Outlook, Adobe, Word and OneNote 9/16/14 Indianapolis $319/$469

FASB Review for Business and Industry 9/17/14 Indianapolis $349/$499

Special Purpose Frameworks: Alternatives to GAAP 9/17/14 Indianapolis $179/$254

Statement of Cash Flows: Preparation, Presentation and Use 9/17/14 Indianapolis $179/$254

Accounting and Reporting for Not-for-Profits: Issues and Answers 9/18/14 Indianapolis $319/$469

NEW Advanced Compilation and Review Engagement Issues: Striking the

Right Balance Between Compliance, Client Service & Practice Management 9/19/14 Indianapolis $319/$469

NEW GAAS from A to Z 9/22/14 Indianapolis $319/$469

IT Risks and Controls in Current and Emerging Environments 9/23/14 Indianapolis $349/$499

The ABCs of Cost Accounting for Improved Performance 9/25/14 Indianapolis $319/$469

Current Practice Issues and Solutions in Audits of Employee Benefit Plans 9/25/14 Indianapolis $319/$469

NEW Compilation and Review Engagement Fundamentals 9/26/14 Indianapolis $349/$499

Frequently Missed Issues for OMB Circular A-133 Audits 9/29/14 Indianapolis $319/$469

NEW Guide to Understanding the New Net Investment Income Tax in 2014 9/29/14 Indianapolis $159/$234

NEW Guide to Understanding the Passive Activity Rules in 2014 9/29/14 Indianapolis $159/$234

Not-for-Profit Industry Update and Major Accounting and Disclosure Issues 9/30/14 Indianapolis $319/$469

2014 Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs 9/30/14 Indianapolis $319/$469

Comprehensive Guide to Tax Depreciation, Amortization and Property

Transactions from Acquisition to Exchange or Disposition 10/1/14 Indianapolis $319/$469

IFRS vs. GAAP: What are the Differences? 10/3/14 Indianapolis $349/$499

Real-World Business Ethics 10/13/14 Indianapolis $179/$254

Real-World Business Ethics for CPAs in Business and Industry 10/13/14 Indianapolis $179/$254

Revenue Recognition 10/14/14 Indianapolis $349/$499

Business Law Refresher: What Every Financial Manager Should Know 10/16/14 Indianapolis $319/$469

Financial Statement Disclosures: Guide to Current Requirements and

Developing Issues 10/16/14 Indianapolis $159/$234

The Statement of Cash Flows: Preparation Guidance and Presentation

Illustrations 10/16/14 Indianapolis $159/$234

Not-for-Profit Accounting and Auditing Update 10/17/14 Indianapolis $349/$499

Skillful Negotiations: Getting the Most from Your Banker, Customers

and Vendors 10/17/14 Indianapolis $319/$469

NEW Accounting and Auditing Update for Small Businesses 10/20/14 Indianapolis $349/$499

Real-World Fraud: War Stories from the Front Lines 10/20/14 Indianapolis $319/$469

NEW Internal Control Best Practices for Small and Medium-Sized Entities 10/21/14 Indianapolis $349/$499



Excel Macros: Part I 10/22/14 Indianapolis $159/$234

NEW Advanced QuickBooks Tips and Techniques 10/22/14 Indianapolis $159/$234

NEW Annual Financial Management Spotlight: Four Current Topics 10/23/14 Indianapolis $319/$469

Advanced Excel 10/23/14 Indianapolis $319/$469

Financial Management Skills: Becoming a Financial Leader 10/24/14 Indianapolis $319/$469

Budgeting, Forecasting and Business Analytics 10/24/14 Indianapolis $319/$469

Critical Early Determinations in OMB A-133 Audits 10/27/14 Indianapolis $159/$234

Performing Financial Audits Under the Yellow Book 10/27/14 Indianapolis $159/$234

NEW Gaining and Sustaining a Competitive Advantage: Keys to Boost the

Bottom Line 10/28/14 Indianapolis $349/$499

Financial Statement and Cash Flow Forecasting and Modeling 10/28/14 Indianapolis $319/$469

Auditing Not-For-Profit Entities: Superior Skills for an Effective and

Efficient Audit 10/28/14 Indianapolis $319/$469

Annual Update for Controllers 10/29/14 Indianapolis $349/$499

NEW 2014 FASB and AICPA Update 10/30/14 Indianapolis $319/$469

NEW Compilation and Review Practice Guide 10/31/14 Indianapolis $319/$469

Annual Accounting and Auditing Workshop 10/1-2/2014 Indianapolis $539/$764

MerrillvilleNEW Digging Deeper with Data Analysis 9/22/14 Merrillville $349/$499

Annual Accounting and Auditing Update 10/29/14 Merrillville $208/$469

South BendNEW Slashing Taxes for Your Small Business Clients: Corporations,

Partnerships & LLCs 10/17/14 South Bend $349/$499

Accounting and Reporting for Not-for-Profits: Issues and Answers 10/21/14 South Bend $319/$469

Hottest Tax Topics for 2014 10/23/14 South Bend $349/$499

Small Business Internal Controls, Security, and Fraud Prevention and

Detection 10/30/14 South Bend $319/$469

Budgeting, Forecasting and Business Analytics 10/31/14 South Bend $319/$469



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.

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PROVIDING THE KNOWLEDGE YOU NEED TO SUCCEED.

Documents

Focus Course Catalog September-October 2014