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June-August 2015 Vol. 16 No. 1 Focus Course Catalog FOCUS

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1Focus Indiana CPA Society

June-August 2015 Vol. 16 No. 1

Focus Course Catalog

FOCUS

2 Focus June-August

Jennifer Briggs, CAE, Senior Vice President & COO

(317) 726-5037 [email protected]

Courtney Kincaid, Senior Manager — Member Services

(317) 726-5020 [email protected]

Stacey Wilson, CAE, Senior Manager — Professional Development

(317) 726-5015 [email protected]

Debbie Copp, Member Services Associate

(317) 726-5008 [email protected]

Kara Naugle, Conferences & Member Event Associate

(317) 726-5009 [email protected]

Christina Pristasch, Member Services Associate

(317) 726-5014 [email protected]

Sarah Townsend, Professional Development Associate & On-site Coordinator

(317) 726-5011 [email protected]

Jenna Whalen, Member Services Associate

(317) 726-5039 [email protected]

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

3Focus Indiana CPA Society

Presentation Skills Series ......................4

Staff Level Classes ...............................4

Required CPE .....................................5

Hot Classes .........................................6

Regional Course Listings ......................8

ValuePlus ............................................14

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

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

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

4 Focus June-August

Sara Norris Sara Norris spent more than 30 years in the field of advertising, beginning as an award-winning copywriter and ending as executive vice president and director of client services for a wholly owned subsidiary of J. Walter Thompson. While on the agency side of the business, she organized and helped deliver nearly 100 new-business pitches, with outcomes ranging as high as seven figures. In the corporate world, she served as manager of advertising for an ITT company and director of corporate communications for one of the top real estate developers in her market.

Rhonda TamulonisRhonda Tamulonis has worked with private and public sector organizations for more than 30 years to build their competencies in communications, training, workplace performance and end-user change management. She has participat-ed in the startup of multiple IT and consulting firms. Prior to co-founding When You Leave The Room, Tamulonis directed performance and learning services for a software development and consulting company serving child support enforce-ment agencies.

PRESENTATION SKILLS SERIES

When You Leave the Room- Presentation Skills series Last year’s score: 4.76/5.00

STAFF LEVEL CLASSES

8/12/15: Presentation Skills for New Managers8/26/15: Presenting Facts and Figures to Non-technical Audiences 9/16/15: Presenting Across, Up and Out9/30/15: Presenting: How to Go From Acceptable to Awesome

“One of the best CPE courses I have taken. Many takeaways that I can implement immediately.” – 2014 attendee

A&A Staff Level 1: Entry Level Staff

8/18-19/15 / 8:30 a.m.-4:30 p.m.Rebecca M. Lee, CPAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 16 | MEMBER: $489| NONMEMBER: $714

This course is a must for firms who need to transition newly hired staff from the academic environment to the practice world. The program demonstrates to inexperienced staff with limited real-world experience a variety of work papers for typical assignments in the first year in the field. This program combines the one-day program Loscalzo’s Documentation Techniques for Entry Level Staff with a discussion of compilation, review and audit issues.

A&A Staff Level 2: Experienced Staff

8/20-21/15 / 8:30 a.m.-4:30 p.m.Rebecca M. Lee, CPAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 16 | MEMBER: $489| NONMEMBER: $714

As they gain more experience, staff are expected to take

on more complex assignments with minimal supervision. This program combines two one-day courses: Risk-Based Audit Standards: Effective Utilization and Disclosure – The Key To Financial Statements. This program covers practical application and understanding for auditing using the Risk-Based Audit Standards and provides basic disclosures required when preparing GAAP financial statements.

A&A Staff Level 3: In-Charge

8/24-25/15 / 8:30 a.m.-4:30 p.m.Rebecca M. Lee, CPAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 16 | MEMBER: $489| NONMEMBER: $714

Many times the firm expectations of an in-charge are not expressed. This course will identify basic expectations of this level while emphasizing the technical aspects of planning effective and cost efficient audits. This program concentrates on the role expected of an in-charge for training, supervision and engagement management skills. This course includes the one-day program, Loscalzo’s Reviewing Documentation Effectively.

Breakfast: 7:30-8 a.m. Training: 8-9:40 a.m. INCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 2 hrs | MEMBER: $99 | NONMEMBER: $234

New Breakfast Skills Series

5Focus Indiana CPA Society

JUNE 2

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JUNE 2

JUNE 10

JUNE 15

JUNE 22

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JUNE 30

JUNE 1

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JUNE 11

JUNE 16

JUNE 25

JUNE 29

JUNE 1

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JUNE 29

REQUIRED CPE

A&A Update

8:30 a.m.-Noon Century Center South Bend

8:30 a.m.-Noon Hillcrest Country Club Batesville

8:30 a.m.-Noon Holiday Inn Terre Haute Terre Haute

8:30 a.m.-Noon Kokomo Country Club Kokomo

8:30 a.m.-Noon INCPAS Prof. Dev. & Conf. Ctr. Indianapolis

8:30 a.m.-Noon Holiday Inn Evansville Airport Evansville

8:30 a.m.-Noon Bloomington Convention Center Bloomington

8:30 a.m.-Noon Holiday Inn City Centre Lafayette

8:30 a.m.-Noon Grand Wayne Center Fort Wayne

8:30 a.m.-Noon Clarion Hotel and Conference Center Columbus

8:30 a.m.-Noon Radisson Hotel at Start Plaza Merrillville

8:30 a.m.-Noon Horizon Convention Center Muncie

CPE: 4 | Member: $99 | Nonmember: $234 | 8:30 a.m.-Noon

This four hour update reviews the recent activity of the Financial Accounting Standards Board, the International Accounting Standards Board, the Audit Standards Board and the Accounting and Review Services Committee. Topics include the status of convergence, the latest financial accounting and auditing standards, and an overview of current issues related to compilation and review.

Professional Ethics Update

1-4:30 p.m. Century Center South Bend

1-4:30 p.m. Hillcrest Country Club Batesville

1-4:30 p.m Holiday Inn Terre Haute Terre Haute

1-4:30 p.m. Kokomo Country Club Kokomo

1-4:30 p.m. INCPAS Prof. Dev. & Conf. Ctr. Indianapolis

1-4:30 p.m. Holiday Inn Evansville Airport Evansville

1-4:30 p.m. Bloomington Convention Center Bloomington

1-4:30 p.m. Holiday Inn City Centre Lafayette

1-4:30 p.m. Grand Wayne Center Fort Wayne

1-4:30 p.m. Clarion Hotel and Conference Center Columbus

1-4:30 p.m. Radisson Hotel at Star Plaza Merrillville

1-4:30 p.m. Horizon Convention Center Muncie

CPE: 4 | Member: $99 | Nonmember: $234 | 1-4:30 p.m.

This four hour course reviews the AICPA Code of Professional Conduct, latest developments in independence and legal liability, and responsibilities to clients as well as non-CPA ownership. Case studies also are included. This course fulfills the ethics requirement for Indiana’s three-year reporting period requirement.

6 Focus June-August

HOT CLASSES

Nonprofit Industry Update and GAAP Refresher

6/16/15 / 8:30 a.m.- 4:30 p.m.Marci S. Thomas, CPAINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $324 | NONMEMBER: $474

This program provides a 2015 update of the issues at the forefront of industry to assist the auditor in assessing risk. In addition, it covers all of the major FASB guidance applicable to nonprofit entities. The program also includes coverage of some significantly enhanced sections in the nonprofit audit guide which was recently overhauled and all of the nonprofit Technical Practice Aids (AICPA) and includes recommendations by the Financial Reporting Executive Committee (FinREC). These enhancements are designed to eliminate diversities in practice so you won’t want to miss this! This course also provides an overview of the changes to audit guidance due to the OMB’s new Uniform Guidance and changes to nonprofit reporting currently under discussion by the FASB.

Testing and Understanding Internal Control: A Workshop

6/17/15 / 8:30 a.m.- 4:30 p.m.Marci S. Thomas, CPA INCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $324 | NONMEMBER: $474

Internal controls over financial reporting are used to prevent, detect and correct misstatement. They also help to reduce the chance that fraud will occur. The auditor is required to obtain an understanding of an entity’s controls as part of the risk assessment process. This workshop will provide participants with an opportunity to explore the design of controls over the significant systems typically found in a small- to mid-size client. Participants working in industry will find this course useful in challenging the level of internal controls currently implemented in their organizations. Participants will also learn to efficiently document their understanding of the controls and determine where it is either necessary or efficient to test them. This course focuses on the updated 2013 COSO Framework.

Introduction to Information Security for CPAs

7/13/15 / 8:30 a.m.-NoonJames Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP INCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 4 | MEMBER: $179 | NONMEMBER: $254

This course introduces CPAs to the issues they are likely to face in helping organization’s secure their information. Recent examples and case studies will be

included to help participants learn to identify risks and anticipate threats.

Practical Internal Controls: A Case Study Approach

7/13/15 / 1 p.m.- 4:30 p.m.James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP INCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 4 | MEMBER: $179 | NONMEMBER: $254

This hands-on course utilizes real-life case studies to identify risks and then implement internal controls to manage (or at least mitigate) these risks. Using the most recent COSO Internal Control - Integrated Framework, participants will practice designing cost-effective internal controls as well as identifying unknown risks. Case studies will include applications in the public accounting, construction, health care and not-for-profit sectors.

MBA in a Day!

7/28/2015 / 8:30 a.m.- 4:30 p.m.James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMPINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $354 | NONMEMBER: $504

The purpose of this course is to help CPAs develop a complete business finance and management background. With this knowledge and these skills, CPAs in industry and public accounting can better manage all aspects of their own businesses while helping their clients make more informed business and financial decisions.

Excel Financial Reporting and Analysis

8/24/15 / 8:30 a.m.-4:30 p.m.Brian F. Tankersley, CPA, CITPINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $324 | NONMEMBER: $474

Microsoft Excel is a powerful tool for analyzing financial data and preparing financial reports, but like most powerful tools, it contains hidden features and functionality useful for these purposes that are not obvious to users, both novice and expert alike. The purpose of this course is to uncover these hidden features so that users may prepare computationally accurate and aesthetically pleasing reports in a more effective and efficient manner. It provides solutions for CPAs in the following six major topic areas: advanced techniques for formatting reports and financial statements, assembly and printing of reports and schedules, using templates to automate reporting processes, advanced financial analysis with PivotTables connected to the General Ledger using ODBC, data consolidation, and using charts and digital dashboards for presenting financial information. Participants will have access to sample data files.

7Focus Indiana CPA Society

QuickBooks for CPAs

8/25/15 / 8:30 a.m.-4:30 p.m.Brian F. Tankersley, CPA, CITPINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $324 | NONMEMBER: $474

Although QuickBooks is generally labeled as an “entry level” accounting solution, it is an extremely powerful product with features and capabilities of which many users are either not aware or do not know how to utilize effectively. This course helps you get more out of QuickBooks and to resolve the issues with which even experienced QuickBooks users often struggle, such as locking down prior periods. The course starts out fast with a chapter covering the top issues accountants face with QuickBooks. The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves and/or their clients. Issues such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features are also addressed in this course. In addition, you will learn about locking down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and data backup.

NEW! Business Continuity: Best Practices for Managing the Risks

8/26/15 / 8:30 a.m.-4:30 p.m.Brian F. Tankersley, CPA, CITPINCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $324 | NONMEMBER: $474

Today’s technology-dependent organizations need to have a plan for how they will operate when facilities, power or communications fail. Unfortunately, many companies learn about critical weaknesses in their infrastructure only after experiencing a critical outage. This course is designed to help you identify, understand and develop strategies for mitigating critical business interruption risks. In this course, you will

learn about key management issues associated with designing and implementing a business continuity plan, including staffing, virtualization, cloud-based storage and synchronization, and mirroring databases. Most importantly, you will learn how to identify your organization’s risks and create a more effective plan to address these contingencies.

ONLY OFFERED EVERY OTHER YEAR! Farm Taxation Update

8/11/15 / 8:30 a.m.- 4:30 p.m.Andy Biebl, CPA INCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $324 | NONMEMBER: $474

This session will help practitioners recognize unique opportunities and pitfalls impacting taxpayers in the agriculture industry. Our education sessions give tax professionals a forum to discuss current issues affecting their farm and ranch clients. This seminar is presented by CPAs and agribusiness professionals

active in public accounting. JUST ADDED! Auditing Defined Contribution Plans

8/10/2015 / 8:30 a.m.- 4:30 p.m.Daryl G. Krause, CPA INCPAS Prof. Dev. & Conf. Ctr., IndianapolisCPE: 8 | MEMBER: $354 | NONMEMBER: $504

Take the next step in your development and learn how to go beyond the basics in preparing workpapers and financial statements for employee benefit plans. This course will provide the auditor with the tools necessary to understand the complex rules and regulations that impact employee benefit plans as well as guidance on addressing deficiencies. Through group discussions and contemporary case studies, you’ll gain a thorough understanding of the procedures needed to effectively plan and carry out your audits.

HOT CLASSES

Take a walk through history and explore the past 100 years through the eyes of the Indiana CPA Society and the CPA profession. A new book and accompanying documentary video on celebrating the Society’s centennial anniversary is now available. The book touches on various historical events in Indiana and the United States as it explores the chronological history of the

Society and the profession in Indiana dating back to its founding in 1915. This coffee table-style book is 144 pages long and is sure to be a keepsake for INCPAS members. The book and DVD package is available for one low price of $25*. To order, contact the Society at (317) 726-5000 or [email protected].*Tax and shipping and handling costs not included in cover price.

Indiana CPAs and Their Association: A Century of Service

8 Focus June-August

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

Copyright © 2015 CPA Center of Excellence, Inc. All rights reserved. • Powered by the Indiana CPA Society.

Online Interactive CoursesMember Networks Quick Start GuideCompetency Assessment Online CommunityOnline Community Competency Assessment Member Networks Online Interactive Courses Quick Start Guide

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 and Company, Indianapolis

Earn a

Digital

Badge!

9Focus Indiana CPA Society

BatesvilleA&A Update 6/2/15 Batesville $99 /$234

Professional Ethics Update 6/2/15 Batesville $99 /$234

BloomingtonA&A Update 6/16/15 Bloomington $99 /$234

Professional Ethics Update 6/16/15 Bloomington $99 /$234

ColumbusProfessional Ethics Update 6/26/15 Columbus $99 /$234

A&A Update 6/26/15 Columbus $99 /$234

EvansvilleA&A Update 6/15/15 Evansville $99 /$234

Professional Ethics Update 6/15/15 Evansville $99 /$234

Estate and Life Planning Issues for the Middle-Income Client 8/24/15 Evansville $324 /$474

NEW! Shortcuts to Tax Cuts: Business Tax Planning Strategies for

S Corporations and LLCs 8/25/15 Evansville $324 /$474

Fort WayneA&A Update 6/25/15 Fort Wayne $99 /$234

Professional Ethics Update 6/25/15 Fort Wayne $99 /$234

Latest Developments in Nonprofit Accounting and Auditing 2015 8/27/15 Fort Wayne $324 /$474

IndianapolisA&A Update 6/11/15 Indianapolis $99 /$234

Professional Ethics Update 6/11/15 Indianapolis $99 /$234

Nonprofit Industry Update and GAAP Refresher 6/16/15 Indianapolis $324 /$474

TITLE DATE CIT Y MEM. / NON.

REGIONAL LISTINGS

10 Focus June-August

Testing and Understanding Internal Control: A Workshop 6/17/15 Indianapolis $324 /$474

Introduction to Business Valuation 6/19/15 Indianapolis $354 /$504

AICPA Peer Review Program Advanced Course 6/25/15 Indianapolis $354 /$504

Form 990: A Comprehensive Approach to Accurate Preparation 6/30/15 Indianapolis $354 /$504

Introduction to Information Security for CPAs 7/13/15 Indianapolis $179 /$254

Practical Internal Controls: A Case Study Approach 7/13/15 Indianapolis $179 /$254

MBA in a Day! 7/28/15 Indianapolis $324 /$474

Auditing Defined Contribution Plans 8/10/15 Indianapolis $354 /$504

Farm Taxation Update 8/11/15 Indianapolis $324 /$474

Private Company Accounting: New Directions, New Challenges 8/12/15 Indianapolis $324 /$474

NEW! Presentation Skills for New Managers 8/12/15 Indianapolis $99 /$234

Create Reports that Matter: Turn Information into Action 8/13/15 Indianapolis $324 /$474

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

Efficient Audit 8/18/15 Indianapolis $324 /$474

NEW! Internal Controls and Risk Assessment: Key Factors in a

Successful Audit 8/19/15 Indianapolis $354 /$504

Advanced Business Law for CPAs 8/20/15 Indianapolis $354 /$504

NEW! IFRS Standards: Financial Reporting in a Global Environment 8/21/15 Indianapolis $354 /$504

Excel Financial Reporting and Analysis 8/24/15 Indianapolis $324 /$474

QuickBooks for CPAs 8/25/15 Indianapolis $324 /$474

NEW! Presenting Facts and Figures to Non-Technical audiences:

It’s All About the Visuals! 8/26/15 Indianapolis $99 /$234

NEW! Business Continuity: Best Practices for Managing the Risks 8/26/15 Indianapolis $324 /$474

NEW! Combating Fraud: Turning Vulnerability to Victory Every Day 8/27/15 Indianapolis $324 /$474

CFO/Controller’s Roadmap to Organization Success With Integrated

Planning, Forecasting and Budgeting 8/28/15 Indianapolis $324 /$474

Audits of 401(k) Plans 8/31/15 Indianapolis $354 /$504

How to Conduct a Peer Review Under the AICPA Practice-Monitoring

Program 6/23-24/2015 Indianapolis $549 /$774

A&A Staff Level 1: Entry Level Staff 8/18-19/2015 Indianapolis $489 /$714

A&A Staff Level 2 : Experienced Staff 8/20-21/2015 Indianapolis $489 /$714

A&A Staff Level 3: In-Charge 8/24-25/2015 Indianapolis $489 /$714

KokomoA&A Update 6/10/15 Kokomo $99 /$234

Professional Ethics Update 6/10/15 Kokomo $99 /$234

TITLE DATE CIT Y MEM. / NON.

11Focus Indiana CPA Society

LafayetteA&A Update 6/22/15 Lafayette $99 /$234

Professional Ethics Update 6/22/15 Lafayette $99 /$234

FASB Review for Business & Industry 8/21/15 Lafayette $354 /$504

MerrillvilleA&A Update 6/29/15 Merrillville $99 /$234

Professional Ethics Update 6/29/15 Merrillville $99 /$234

NEW! Nexus Update: Latest Developments in State Income, Franchise

and Sales Taxes 8/7/15 Merrillville $354 /$504

Introduction to Information Security for CPAs 8/14/15 Merrillville $179 /$254

Practical Internal Controls: A Case Study Approach 8/14/15 Merrillville $179 /$254

MuncieA&A Update 6/30/15 Muncie $99 /$234

Professional Ethics Update 6/30/15 Muncie $99 /$234

South BendA&A Update 6/1/15 South Bend $99 /$234

Professional Ethics Update 6/1/15 South Bend $99 /$234

NEW! Engagement Essentials: Preparation of Financial Statements 8/19/15 South Bend $179 /$254

Real-World Business Ethics 8/19/15 South Bend $179 /$254

Terre HauteA&A Update 6/5/15 Terre Haute $99 /$234

Professional Ethics Update 6/5/15 Terre Haute $99 /$234

TITLE DATE CIT Y MEM. / NON.

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

CPA Excellence Quick Start Guide

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.

“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

“This book is chock full of practical information and checklists for competencies often overlooked. I highly recommend it for every CPA interested in furthering their own development, and that of their organization.” – Judy Hissong, President, Nesso Strategies

“The timing of this couldn’t be more perfect for myself, my firm, and the profession. I can already see ways where I can apply the HR Pathway to my firm and some of the HR issues we are currently working through. The framework of competence, competency, and knowledge management, I can see totally transforming the profession — and you guys appear to be WAY ahead of the AICPA.”

— Donny C. Shimamoto, CPA.CITP, CGMA, IntrapriseTechKnowlogies LLC

Copyright © 2015 CPA Center of Excellence, Inc. All rights reserved. • Powered by the Indiana CPA Society.

Online Interactive CoursesMember Networks Quick Start GuideAdvisory Services Online CommunityOnline Community Competency Assessment Member Networks Online Interactive Courses Quick Start Guide

Available exclusively through:

$19.95 +shipping & handling. Bulk pricing available.

CPAExcellence

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Defining and Mastering

Vital Skills for Success

By David Griffiths, Ph.D.

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order now at cpacoe.com

THIS IS better:

Find webinars with just one click

The INCPAS online catalog now features a search option specifically for all webinars from all vendors. Hundreds of options are now available and easily searchable in the course catalog at incpas.org.

Simply choose “include virtual events” from the search on our home page.

Now, there’s no need to leave incpas.org and set up accounts elsewhere. One click, and you’re in.

order now at cpacoe.com

14 Focus June-August

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

Participation in the ValuePlus Program is on an individual basis for members only. It is not transferable to other members within a company or firm. All other discount programs do not apply to the ValuePlus Program. The ValuePlus Program may not be used retroactively for courses taken prior to purchase and cannot be applied toward self-study or webinar purchases.

You can register for ValuePlus by contacting member services at (317) 726-5000, 1-800-272-2054 or returning the registration form via email or fax.

I M P O R TA N T : All 40 hours must be used prior to January 31, 2016. Refunds will not be issued for those hours not used by January 31. As is the case with all CPE registrations, the INCPAS cancellation, switch and inclement weather policies apply to ValuePlus Program registrations as well.

INCPAS members... Register for 40 hours of Professional Development by August 31 and save 25 percent. The INCPAS ValuePlus program allows you to register for a minimum of 40 hours of professional development in any combination of seminars or conferences (excluding Professional Issues Update and webinars). For conferences — Early Bird discount cannot be taken in addition to the ValuePlus discount. All courses must be purchased at the time of enrollment; participants must enroll prior to August 31, 2015.

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 Phones/PagersCell 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.

VALUEPLUS

DISCOUNTS AND CANCELLATIONS

REGISTRATION OPTIONS

REGISTER ONLINE! (Discount will automatically be applied when you register for 40 or more qualifying hours!)

15Focus Indiana CPA Society

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

To participate in the ValuePlus Program, registration forms must be received before August 31, 2015. Valid only when registering for at least 40 hours of CPE.

I have read the ValuePlus Program policies (page 10) and I agree to abide by them. I understand that if I fail to follow these policies, my participation in the program will be revoked.

SIGNATURE

INCPAS MEMBERS: Are you registering for at least 40 hours of CPE on or before August 31? If so, take a 25% discount off your total.

For conferences - Early Bird Discount cannot be taken in addition to the ValuePlus discount.ValuePlus excludes Professional Issues Updates and webinars.

TOTAL (minus 25% discount)

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.