TRAINING · cl.tr.com | 800.231.1860 2 Catalog code: CCADM DIRECTORY FIRM AND ORGANIZATION TRAINING CATALOG ABOUT US …

LEARNING SOLUTIONS FOR FIRMS AND ORGANIZATIONSSPRING 2017

CL.TR.COM

CHECKPOINT LEARNING®

LEARNING SOLUTIONS FOR FIRMS AND ORGANIZATIONSSPRING 2017

TRAINING ON-DEMAND, VIRTUAL AND ON-SITE GROUP SOLUTIONS | CONSULTING | LEARNING MANAGEMENT

New Revenue Recognition Training (pgs. 11, 13)

2cl.tr.com | 800.231.1860 Catalog code: CCADM17

DIRECTORY

FIRM AND ORGANIZATION TRAINING CATALOG

ABOUT US

Checkpoint Learning® provides continuing professional education (CPE) and training solutions for tax, accounting and finance professionals. From public seminars in nationwide locations to webinars, interactive online and mobile courses and self-study courses, professionals can choose from more than 900 titles to design a learning plan. Our mission is to improve the productivity and profitability of accounting, tax and corporate finance professionals by rethinking traditional processes, leveraging cutting-edge technology and providing the most accurate and insightful CPE available.

Learning opportunities include:

• Annual update courses, hot topics and breaking news, in-depth specialty titles and staff level training programs

• CPE compliance tracking and learning management for individuals and firms

• Custom curriculum development, training and consulting solutions

• Certificate programs providing specialized technical expertise in key subject areas

SPRING 2017

AUDITWATCH

CHECKPOINT LEARNING IN-HOUSE

EBIA LEARNING

ONLINE LEARNING

SELF-STUDY COURSES

CERTIFICATE PROGRAMS

Tangible Property Certificate Program .......................................5

Retirement Planning Certificate Program ..................................5

Tax Fundamentals Certificate Program ......................................6

Forensic Accounting Certificate Program ...................................6

Tax Research Certificate Program ............................................... 7

Health Care Reform Certificate Program ................................... 7

AuditWatch ................................................................................... 8

AuditWatch University .................................................. 9 – 10, 13

Revenue Recognition and A&A Training .............................. 11, 13

TaxWatch University ..............................................................12, 13

Efficiency Consulting .......................................................... 14 – 15

Data Technology ..................................................................16 – 17

Speakers .............................................................................. 18 – 19

Speakers ..............................................................................18 – 19

In-House Seminars ........................................................... 20 – 22

CPE Network ..................................................................... 23 – 24

Checkpoint Learning Platform ..........................................25 – 26

Checkpoint Learning Subscription Packages ..................27 – 28

Checkpoint Learning Virtual Conferences .......................29 – 32

Checkpoint Learning Webinars ........................................33 – 36

LearnLive Webinar Creation and Delivery .................................37

Checkpoint Learning Online Courses ...............................38 – 45

Self-Study Courses ............................................................ 46 – 48

PPC and RIA Self-Study Courses .............................................. 47

Print/DVD Self-Study Courses .................................................. 48

EBIA ............................................................................................ 49

EBIA Seminars ...........................................................................50

EBIA Webinars ...........................................................................50

EBIA Advanced Conference ....................................................... 51

New!

3 cl.tr.com | 800.231.1860Catalog code: CCADM17

PREMIER AND PREMIER PLUSLook for the green icon for information on what products are included with the Premier Plus and Premier CPE Packages or what discounts apply to select product lines for subscribers. Applies at various levels to Gear Up, AuditWatch, Checkpoint Learning webinars, online courses and downloadable self-study courses. Details: page 28.

EARLY BIRD DISCOUNTLook for this orange icon for information on what Early Bird offers apply to select product lines. AuditWatch details: pages 9 – 13.

QUANTITY DISCOUNTLook for the blue icon for information on what quantity discount offers apply to select product lines. Checkpoint Learning webinars and print-based self-study based on PPC Guides both have quantity discount offers available. Details: pages 34 – 36 and 47.

LOOK FOR SUBSCRIPTION, EARLY BIRD DISCOUNTS AND QUANTITY SAVINGS OPPORTUNITIES THROUGHOUT THE CATALOG!

WHAT’S NEW...NEW REVENUE RECOGNITION SEMINARAvailable this year from AuditWatch is a new title, accessible in-house and at select public seminar locations: Preparing for ASC 606 — Revenue From Contracts with Customers. Page 11

2017 LIVE EVENT SCHEDULESGo ahead and plan your learning year!

AuditWatch public seminars: See page 13.

Checkpoint Learning Webinars through July 2017: See pages 34 – 36.

EBIA seminars, webinars and annual conference: See pages 50 – 51.

Catalog publication April 2017. CPE accreditation information, including NASBA, QAS Self Study, IRS, CFP and CTEC, can be found by product line inside this catalog and in more detail at cl.tr.com.

CONTACT US AuditWatch Consulting and In-House Training cl.tr.com800.775.9866

Checkpoint Learning In-House Seminars, Customized Webinars cl.tr.com/h 800.387.1120

Custom Online Course Development Chris Horne: 301.545.4426

General Information and Sales:Checkpoint Learning (Learning Management, Subscription Packages, Online Courses, Webinars, Self-Study Courses), AuditWatch Public Seminars, Gear Up cl.tr.com800.231.1860

Customer Service and Product Support: support.rg.tr.com 800.431.9025 (Monday – Friday 8:00 a.m. – 6:00 p.m. CT)


CERTIFICATE-GRANTING PROFESSIONAL PROGRAMS

FOR MORE INFORMATION, VISIT CL.TR.COM/GETCERTIFICATE OR CALL 800.231.1860

800.231.1860 cl.tr.com/getcertificate

Tax and accounting professionals are required to be knowledgeable about a wide range of very technical topics. If they aren’t, it can cost time, money and client confidence. That’s why we developed Checkpoint Learning Certificate Programs. Offered in online and webinar blended learning formats, these programs can be completed on your timeline and are a great way to earn CPE and gain specialized technical expertise in key subject areas. Checkpoint Learning Certificate Programs deliver much more than specialized knowledge — they also deliver the peace of mind that comes with knowing that you and your staff have what it takes to handle the complex practice areas.


Tangible Property Meet the demand for diligence and expertise associated with the tax treatment of assets. Page 5

Retirement Planning Help your retirement-age clients build the best next stage of their lives. Page 5

Tax FundamentalsDevelop a stronger, smarter tax team that understands the concepts behind tax form completion. Page 6

Forensic Accounting Increase practice development and career opportunities related to fraud and forensic accounting. Page 6

Tax ResearchEmpower with foundational tax research knowledge to ensure consistency and accuracy every time. Page 7

Health Care ReformIncrease your client consulting and revenue opportunities related to health care reform legislation. Page 7


5 cl.tr.com/getcertificate | 800.231.1860Catalog code: CCADM17

TANGIBLE PROPERTY CERTIFICATE PROGRAM Confidently Advise Clients on Tangible Property Dilemmas

Access everything you need to fully understand tangible property regulations in one place.

$499 | 31 CPE credits

RETIREMENT PLANNING CERTIFICATE PROGRAM Help Clients Build a Better Future

Is your firm serving the growing population in need of retirement planning services?


The treatment of fixed assets is critical in every business. A thorough understanding of the IRS’ Final Property Regulations minimizes the risk of making mistakes on clients’ tax returns or giving improper advice. Confidently advise clients and expand your business in this realm with the Checkpoint Learning Tangible Property Certificate Program. Access all the information you need to fully understand tangible property regulations in one place and for one low price. Distinguish between standalone assets and component parts of assets. Learn about the lifecycle of an asset, depreciation treatment of an asset once it is capitalized, how to apply capital gain and loss guidance upon disposal of an asset and more.

Currently, just 13% of Americans are ages 65 and older. By 2030, that number will increase to 18% — and so will the need for retirement planning services. Help clients plan for the next best stage of their lives with the Checkpoint Learning Retirement Planning Certificate Program. You will gain a thorough knowledge of all aspects of retirement planning and will be positioned to help clients obtain peace of mind and a concrete plan for their desired retirement lifestyle. You will experience increased client consulting and revenue opportunities and will be armed with the expertise and tools you need to answer any retirement planning question that comes your way.


6cl.tr.com/getcertificate | 800.231.1860 Catalog code: CCADM17

TAX FUNDAMENTALS CERTIFICATE PROGRAMBasics to Big Picture: Federal Tax Concepts

Learn what’s behind the forms for a stronger, smarter team. A firm grasp on the fundamentals makes for more efficient, effective tax professionals. Recent years have seen last-minute tax legislation focused on new and extended benefits. Knowing how these critical changes fit into the big picture is as critical as keeping current with new regulations. Tax practitioners are obligated to provide their clients with the most accurate information and advice in complying with tax reporting requirements — which means every member of your tax preparation team will benefit from having the general knowledge in a broad range of tax topics provided by the Checkpoint Learning Tax Fundamentals Certificate Program™.

FORENSIC ACCOUNTING CERTIFICATE PROGRAMTake a Closer Look at What’s Behind the Numbers

In today’s business environment, fraud is pervasive — so much that no entity or individual is immune to the threat. The demand has never been higher for forensic accounting professionals with the combination of education, skills and experience needed to detect and deter fraud. We have designed the Checkpoint Learning Forensic Accounting Certificate Program™ to ensure that you are equipped with both education and skills that enable you to act with confidence, certainty and authority when it comes to identifying fraud, supporting litigation and resolving disputes.

Make sure your tax team is as efficient as possible with a foundational understanding of individual, partnership, C Corporation and S Corporation taxation concepts and current issues.

Expand your skills and expertise, meet CPE, CFF and CFE continuing education requirements and increase practice development and career opportunities.




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TAX RESEARCH CERTIFICATE PROGRAMBuild a Solid Foundation for Your Tax Research

You know it’s vital that your staff is competent in tax research. Unfortunately, tax research proficiency is too often underserved by formal education programs, leaving accountants missing key skills required to perform tax engagements effectively. This program is ideal for anyone wanting to improve their tax research skills and become more efficient. The Checkpoint Learning Tax Research Certificate™ Program helps candidates develop foundational tax research knowledge while earning Continuing Professional Education credit.

HEALTH CARE REFORM CERTIFICATE PROGRAMYour Blueprint to the Affordable Care Act

The implementation of the Affordable Care Act has left a lot of questions for tax practitioners.

It’s left a lot of questions for clients, too — only they expect you to have all the answers. We have designed the Checkpoint Learning Health Care Reform Certificate Program™ to ensure that you know the ins and outs of the new health care regulations. Candidates will gain a higher level of confidence when it comes to the employer and individual mandates of the Affordable Care Act. The completed certificate program represents competency with legislative updates, reporting requirements, forms and calculations, health insurance marketplaces, net investment income tax and client consulting on both tax and non-tax health care reform issues.

Managers: Increase your staff’s level of tax research proficiency and ensure consistency across your team.

Professionals: Display your expertise to current and prospective employers when you add this certificate to your resume and LinkedIn profile.

Increase your client consulting and revenue opportunities related to health care reform.



AUDITWATCHTRAINING, CONSULTING AND DATA SERVICES

TO LEARN MORE, VISIT CL.TR.COM/A CALL 800.231.1860 FOR PUBLIC SEMINARS OR 800.775.9866 FOR OTHER OPTIONS

AuditWatch University, TaxWatch University and Yellow Book University are a part of AuditWatch.

AuditWatch is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. AuditWatch is approved for group live delivery method. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org

Unless otherwise stated, no other prerequisites or advanced preparation are required. For more CPE information including descriptions, learning objectives and administrative policies, visit cl.tr.com/A

AuditWatch is an IRS approved continuing education provider, and offers several courses that are eligible for credit for IRS PTIN holders (including Enrolled Agents).

AuditWatch serves the audit and accounting profession by providing leading experts to train and consult with firms that offer auditing services.

AuditWatch Training for tax, audit and accounting staff is available in three delivery options: public live seminars, in-house seminars and customized training.

Plus, AuditWatch offers consulting, data services, customized course development and more.

• AuditWatch is the recognized leader in audit productivity. • An integrated curriculum is provided for audit professionals and CPA

firms, audit process consulting and audit technology services. • Public live seminars offer open enrollment in major cities across

the country, while on-site, firm-specific seminars and customized training are tailored to meet your staff development needs.

• Customized webinars and materials-only training products are also available.

cl.tr.com/a | 800.231.1860Catalog code: CCADM17

SEE BOTTOM OF PAGE FOR DETAILS.

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PREMIER & PREMIER PLUS: Subscription packages include 25% off the regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details on page 28.

EARLY BIRD DISCOUNT: Save 15% on AuditWatch public seminars! Early Bird prices shown in orange. Expires: May 15, 2017.

AUDITWATCH UNIVERSITY

LEVEL 1: BASIC STAFF TRAINING32 CPE CREDITS | AUDITING, ACCOUNTING, COMMUNICATION AND MARKETING

| BASIC

Experience: 0 – 4 monthsThis session helps new auditors get off to a great start by introducing them to the auditing field, basic audit responsibilities and keys to becoming a successful professional in public accounting. The course includes case studies in common audit areas typically completed by staff accountants and provides an overview of how each area fits into the big picture.

LEVEL 2: EXPERIENCED STAFF TRAINING24 CPE CREDITS | AUDITING, ACCOUNTING | INTERMEDIATE

Experience: 5 – 21 months This session introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls. In addition, significant time is

spent on performance of further audit procedures including tests of details such as sampling, auditing estimates and analytical procedures. Finally, the course includes discussions of select technical accounting, auditing, documentation and business skills.

LEVEL 3: BEGINNING IN-CHARGE TRAINING24 CPE CREDITS | AUDITING, COMMUNICATION AND MARKETING |

INTERMEDIATE

Experience: 21 – 36 monthsThis session prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit, including completing the risk assessment procedures and making appropriate risk assessments. We include case study work on understanding, evaluating and verifying a client’s activity level controls within key business cycles. This session also includes modules on key business skills, including managing an engagement, supervising individuals and reviewing files.

KNOWLEDGE AND SKILLSAuditWatch University (AWU) is an integrated development curriculum that provides your firm with the knowledge and skills to advance your professional staff. Starting with Basic Staff Training and culminating with management-level courses, AuditWatch University offers seven progressive levels of training. Seminars are offered in over 15 locations nationwide and are also available on an in-house basis.

cl.tr.com/a | 800.231.1860 Catalog code: CCADM17


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16 CPE CREDITS | ACCOUNTING, AUDITING | BASIC

We have taken our popular AuditWatch University Level 1: Basic Staff Training course and redesigned it to be delivered via the web. In this course, we will use WebEx, a web-based interactive learning platform, to lead participants through the key information they need to succeed as new staff auditors. The course is led by an AuditWatch instructor and combines lecture, interactive exercises and discussion. Topics include role of the staff accountant and scope of services, workpaper documentation and audit procedures, introduction to the audit plan and an in-depth review of the most common audit areas assigned to new staff, such as cash, accounts receivable, accounts payable, inventory and more!

PUBLIC SEMINAR:November 8 – 9, 20179:00 a.m. – 5:00 p.m. CST | $379 per attendeeCall us at 800.231.1860 for more information.

IN-HOUSE: $6,995 for first 10 participants, $295 per person for additional participants. Call us at 800.775.9866 for more information.

WEB-BASED NEW HIRE TRAINING “BOOT CAMP” FOR AUDIT STAFF

LEVEL 4: EXPERIENCED IN-CHARGE TRAINING24 CPE CREDITS | AUDITING, ACCOUNTING | INTERMEDIATE

Experience: 3 – 4 yearsThis course moves experienced auditors beyond the basics, building upon experiences with leading engagements and providing insights and best practices on supervising, motivating and evaluating team members. The course covers more in-depth consideration of advanced topics related to audit planning, designing audit programs, considering different audit approaches and evaluating audit results. It also provides an in-depth look at higher-level audit tasks, such as evaluating management review controls, identifying and designing tailored responses to fraud risks, auditing revenue transactions and designing tests of controls.

LEVEL 4.5: BEYOND IN-CHARGE — TAKING THE NEXT STEP3 DAYS | 24 CPE CREDITS | AUDITING, ACCOUNTING, COMMUNICATION AND

MARKETING, PERSONAL DEVELOPMENT | INTERMEDIATE

Experience: 4 – 5 yearsThis course prepares experienced auditors to take the next step in their development as engagement and firm leaders. Building on the concepts introduced in Level 4, the course challenges auditors to manage and champion the audit process by developing efficient audit plans, working with clients, dealing with complex accounting and audit issues and wrapping up engagements. Course material also addresses review and compilation engagements, special purpose frameworks, group audits, audit sampling, audit confirmations and presentations.

LEVEL 5: TAKING THE LEAD24 CPE CREDITS | PERSONAL DEVELOPMENT, COMMUNICATION, ACCOUNTING,

AUDITING | ADVANCED

Experience: 5 – 6 yearsIn this course, participants enhance technical expertise and develop critical managerial skills. In the professional development area, participants learn results-oriented leadership skills to better manage multiple engagements and teams. The course also includes presentation skills, advanced communication and negotiation, business development and career success strategies. In the technical expertise area, participants become more familiar with advanced audit issues and learn tips for reviewing audit work, developing the audit strategy and reporting.

LEVEL 6: DEVELOPING THE EXECUTIVE WITHIN16 CPE CREDITS | PERSONAL DEVELOPMENT, ACCOUNTING, AUDITING | ADVANCED

Experience: 6+ yearsThis course develops individuals who consistently interact and manage at the executive level. By learning and applying a variety of methods, participants enhance their effectiveness as emerging executives. Participants also explore how to increase their business development and managerial contributions to their firms through higher-level performance. By analyzing the concept of executive presence, participants discover why it is such a critical component of business success and career advancement.



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PREPARING FOR ASC 606 — REVENUE FROM CONTRACTS WITH CUSTOMERS NEW! 8 CPE CREDITS | AUDITING | INTERMEDIATE

ASU 2014-09 (ASC 606) – Revenue from Contracts with Customers is the most significant change to revenue recognition financial reporting standards in recent years. This course provides an in-depth look at the standard; incorporating implementation guidance and examples, related ASUs and available guidance from AICPA industry task forces.

Designed for public accountants performing audits, reviews, compilations or preparations of GAAP financial statements, this new one day seminar will help you understand the guidance in ASC 606 Revenue from contracts with customers and identify key implementation issues and challenges. The course features current guidance from the FASB and the AICPA, as well as implementation guidance and examples all covered in an interactive and discussion-oriented presentation.

Major topics include: overview of core changes in revenue recognition concepts, ASC 606 scope and scope exceptions, in-depth coverage of the five-step model, contract modifications, disclosure requirements for both public and non-public entities, revised guidance related to contract related costs, warranties, non-refundable upfront fees, sales and usage-based royalties and fees, breakage, principal vs. agent revenue recognition (i.e. gross vs. net), recognizing revenue related to intellectual property, industry-specific guidance and auditing considerations related to ASC 606.

PUBLIC SEMINAR:Available at select locations; see page 13 for details. Register at cl.tr.com/a or by calling 800.775.9866. $499 per attendee

IN-HOUSE: Booking now for in-house presentation! Call 800.775.9866.

THE AUDITWATCH ACCOUNTING AND AUDITING UPDATE 8 CPE CREDITS | ACCOUNTING | INTERMEDIATE

We deliver what you need to know about newly issued authoritative pronouncements of the FASB and AICPA — along with other developments of interest to practitioners serving small- and middle-market businesses. Course material is updated throughout the year so it is always current. We tailor the discussion to your firm by reviewing the agenda with you and focusing on the items most relevant to your practice.

PUBLIC SEMINAR:Available at select locations; see page 13 for details. Register at cl.tr.com/a or by calling 800.775.9866. $399 per attendee

IN-HOUSE: Booking now for in-house presentation! Call 800.775.9866.

INSTRUCTOR FOR REVENUE RECOGNTION AND ACCOUNTING AND AUDITING UPDATE

Instructor Wayne Kerr, CPA, is a Senior AuditWatch Consultant for Thomson Reuters. He develops and teaches continuing education programs, is a technical advisor and consults with firms throughout the country. Wayne specializes in audit methodology and audit productivity

consulting. He works with firms to improve audit quality and efficiency, develop, refine and implement audit methodologies and reengineer audit strategies and testing approaches.

REVENUE RECOGNITION AND A&A TRAINING



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FOR MORE INFORMATION AND SCHEDULING cl.tr.com/a 800.231.1860 for public seminars 800.775.9866 for in-house and customized training

TAXWATCH UNIVERSITYTAX STAFF TRAININGCheckpoint Learning In-House training and AuditWatch now offer multiple levels of core tax staff training to your firm. The progressive training begins with an entry-level course focused on common topics likely to be encountered in the first year. This is followed by courses that provide greater depth on corporate tax issues, partnerships, LLCs and other special entities. This integrated curriculum is available through public seminars or in-house training.

TAXWATCH UNIVERSITY — LEVEL 124 CPE CREDITS | TAXATION | BASIC

Experience: 0 – 1 yearThis practical, hands-on program is designed for tax professionals primarily in their first year. This course provides learning opportunities surrounding common individual and corporate tax topics that they may encounter. It is designed to provide information on the tax rules and to challenge participants to complete case studies and exercises where they apply the rules and complete actual tax forms.

TAXWATCH UNIVERSITY — LEVEL 224 CPE CREDITS | TAXATION | INTERMEDIATE

Experience: 1 – 2 yearsThis practical, hands-on program is designed for tax professionals in their first or second year. This course provides learning opportunities on intermediate corporate, individual and other entity type tax topics. The course is designed both to provide information on the tax rules and to challenge participants to complete case studies and exercises where they apply the rules and complete tax forms.

TAXWATCH UNIVERSITY — LEVEL 324 CPE CREDITS | TAXATION | INTERMEDIATE

Experience: 2 – 3 yearsThis program is designed for tax professionals with multiple years’ experience. This course provides learning opportunities on intermediate to advanced issues dealing with pass thru entities including S corporations, partnerships and LLCs and individual topics. The course is designed to provide information on the tax rules and includes challenging case studies and exercises where they apply the rules and complete actual tax forms.

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We have taken our popular TaxWatch University Level 1 Staff Training course and redesigned it to be delivered via the web.In this course, we will use WebEx, a web-based interactive learningplatform, to lead participants through the key information theyneed to succeed as new staff. The course is led by a TaxWatchinstructor and combines lecture, interactive exercisesand discussion. Topics include the role of the staff accountant, individuals, sole proprietorships, rental property and corporations.

PUBLIC WEB SEMINAR:August 16 – 17, 2017

9:00 a.m. – 5:00 p.m. CST | $379 per attendeeCall us at 800.231.1860 for more information.

IN-HOUSE: $6,995 for first 10 participants, $295 per person for additional participants. Call us at 800.775.9866 for more information.

WEB-BASED NEW HIRE TRAINING “BOOT CAMP” FOR TAX STAFF

TAXWATCH UNIVERSITY — LEVEL 424 CPE CREDITS | TAXATION | ADVANCED

Experience: 3 – 4 yearsThis program is designed to advance a tax professional into more complex taxation issues. The program includes sessions on tax planning and saving strategies related to individuals and corporations. It also continues to provide training on technical tax issues mainly related to pass-through entities including partnerships and LLCs and more advanced corporate and individual issues.



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PUBLIC SEMINAR SCHEDULES2017 AUDITWATCH SCHEDULEAUDITWATCH UNIVERSITY PUBLIC SEMINAR SCHEDULE

Seminar City Level 1: Basic Staff

Level 2: Experienced

Staff

Level 3: Beginning In-Charge

Level 4: Experienced

In-Charge

Level 4.5: Taking the Next Step

Level 5: Moving Beyond

In-Charge

Level 6: Developing

the Executive Within

4 Days ($1,299) $1,104 Early Bird

3 Days ($999) $849 Early Bird






Atlanta 10/3 – 6 9/18 – 20 8/8 – 10 8/22 – 24 8/15 – 17Boston 5/31 – 6/2 6/6 – 8 6/13 –15 Chicago-A 6/6 – 8 6/20 – 22 6/27 – 29Chicago-B 10/31 – 11/3 9/6 – 8 10/18 – 20 10/24 – 26 11/14 – 16 8/29 – 31 12/12 – 13Cleveland 11/7 – 10 8/15 – 17 10/3 – 5 10/18 – 20 10/24 – 26Dallas/Fort Worth Area 12/5 – 8 7/11 – 13 7/25 – 27 8/1 – 3 8/8 – 10 9/12 – 14Denver 8/29 – 31 9/6 – 8 11/28 – 30Houston 10/31 – 11/2 11/28 – 30 10/18 – 20Las Vegas 11/28 – 12/1 10/24 – 26 9/12 – 14 9/26 – 28 9/6 – 8 11/7 – 9Los Angeles 10/24 – 27 10/18 – 20 9/26 – 28 10/3 – 5 10/31 – 11/2 11/28 – 30Nashville 8/1 – 3 9/12 – 14 9/26 – 28 9/18 – 20New York City 11/28 – 30 11/14 – 16 10/31 – 11/2 12/5 – 7Philadelphia 9/18 – 20 9/26 – 28 10/3 – 5Salt Lake City 8/22 – 24 11/14 – 16San Francisco-A 6/27 – 29 7/11 – 13 7/25 – 27

San Francisco-B 11/14 – 17 9/26 – 28 10/18 – 20 11/7 – 9 10/31 – 11/2 10/3 – 4Rockville-A 9/12 – 15 10/3 – 5 10/24 – 26 12/5 – 7 11/7 – 9 12/11 – 13Rockville-B 1/9 – 12 (2018)Washington DC 7/18 – 20 8/15 – 17 7/11 – 13

Web-Based 11/8 – 9 Special Price! Find out more on page 10.

TAXWATCH UNIVERSITY PUBLIC SEMINAR SCHEDULESeminar City Level 1 Level 2 Level 3 Level 4





Atlanta 6/27 – 29 7/25 – 27 7/18 – 20Chicago 7/18 – 20 7/25 – 27 8/1 – 3 8/8 – 10Dallas/Fort Worth Area 12/11 – 13 11/28 – 30 1/3 – 5 (2018) 1/9 – 11 (2018)Los Angeles 8/1 – 3 6/27 – 29 7/11 – 13San Francisco 10/31 – 11/2 12/5 – 7 12/11 – 13 1/3 – 5 (2018)Washington DC 12/11 – 13 10/18 – 20 11/28 – 30Web-Based 8/16 – 17 Special Price! Find out more on page 11.

REVENUE RECOGNITION/ACCOUNTING AND AUDITING UPDATE PUBLIC SEMINAR SCHEDULESeminar City Revenue Recognition New! Accounting and Auditing Update

1 Day ($499) $424 Early Bird

1 Day ($399) $339 Early Bird

Chicago 10/4 10/5Dallas/Fort Worth Area 10/18 10/19Las Vegas 12/5 12/6New York 11/8 11/9

This price per person cost includes course

tuition, materials, lunch and snacks.

Visit cl.tr.com/a

or call 800.231.1860 for public seminars or

800.775.9866 for in-house and

customized training.


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AUDITWATCH CONSULTING Why AuditWatch ?

Our Reputation and Experience

We are the premier training and productivity consulting organization for the audit profession with a customer base built from satisfied customer referrals. We have worked with the majority of Top 100 CPA Firms and several state auditor offices. Our consultants are CPAs who have worked at national, regional and local firms. They have consulted with a diverse array of organizations and industries, reviewed hundreds of engagement files and are familiar with many different audit approaches and audit methodologies.

Our Approach: LEAN Quality

Our approach isn’t just about doing less — it’s about doing less of the wrong things and doing the right things even better. We have experienced consultants who deliver the AuditWatch Experience — a focus on practical advice that applies in the real world, delivered through engaging sessions that promote interaction and participation. Our consulting services are tailored to each engagement, maximizing our time together and your return on investment.

Our Successes

Our customers often see immediate positive improvements in quality, efficiency and increased consistency among their teams and offices.

Our Expertise

Among efficiency programs, the AuditWatch Productivity Program stands out for its unique combination of productivity tools, professional experience and technical expertise, enabling us to effectively identify issues, make recommendations and work with you to implement solutions. We understand the auditing standards, current practices of today’s auditors and the practical application of current audit methodologies. We also employ tools and concepts such as value stream mapping, waste elimination, DMAIC (Define, Measure, Analyze, Improve and Control) and other quality tools from LEAN, Six Sigma and other approaches to productivity.

PROCESSChallenging the flow of the process at the firm-wide and engagement-team levels, including:

• Planning

• Review

• Client management

• Engagement wrap-up

• Production of deliverables

• Scheduling

Focus: Achieving a lean process and eliminating waste.

APPROACHMaking changes to the way an audit engagement team plans, executes and documents an audit, including:

• Aligning audit work to audit risk

• Choosing the most efficient mix of audit procedures

• Eliminating non-value added procedures and documentation

• Reducing errors to minimize review points and rework

Focus: Challenging the way things have been done in the past.

CONTROLMeasuring and controlling audit productivity at the firm-wide and engagement-team levels, including:

• Using practical and effective budgets

• Identifying key engagement productivity metrics

• Analyzing and following up on results

• Establishing accountability

Focus: Establishing an ongoing process to measure, analyze and improve audit productivity.

“ We not only experienced better realization and efficiency but created more opportunity for staff development. Our staff members were better prepared for fieldwork and more engaged with our clients.”

— Bryna Campbell Engel


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CURRICULUM CONSULTING SERVICES FROM AUDITWATCH

AuditWatch consultants will evaluate your firm’s current learning and development program as well as the firm’s approach to delivering continuing professional education (CPE). AuditWatch will conduct a full diagnostic including conducting firm surveys and interviews and reviewing firm training objectives and long term goals. We will provide recommendations for the continued improvement of your program to enable your team to develop professionally and receive more quality and timely continuing professional education (CPE). After we have gained an understanding of your firm’s learning and development needs and objectives, we will make recommendations to your current program that are aligned with your firm’s strategic business goals and industry standards.

AUDITWATCH CONSULTINGAuditWatch Productivity Program

The AuditWatch Productivity Program is a change driver designed to improve audit efficiency, quality and profitability.

Through the highly customized AuditWatch Productivity Program, we work with you to determine the best way to identify and address your productivity issues, which may include:

• Reviewing audit engagement files, interviewing firm personnel, sending surveys and evaluating your audit methodology to diagnose specific productivity issues and opportunities

• Analyzing the way your work gets done and applying LEAN concepts to identify opportunities to streamline processes and eliminate waste

• Designing a productivity seminar to teach audit quality and efficiency principles, address obstacles and establish consensus about the path forward

• Conducting team reengineering workshops or facilitated planning sessions to guide team members in implementing changes to the engagement-level audit process, approach and control

• Organizing an audit productivity task force to establish the metrics, responsibilities and accountability for driving the initiative forward

AuditWatch Productivity QuickStart

The AuditWatch Productivity QuickStart is an affordable solution that provides valuable and practical information about how to prioritize your productivity efforts. Our consultants will review up to four of your audit engagements and provide feedback related to:

• Efficiency and quality improvement opportunities• Execution of the audit methodology• Performance of audit procedures• Documentation• Over- or under-auditing • Your audit approach compared to other firms

This consulting engagement ends with a web-based meeting to discuss our observations, showing examples from your files and presenting you with a focused list of productivity opportunities and immediate action items.

AuditWatch Productivity QuickStart for Review Engagements

We will examine two of your review engagement files and look for opportunities to improve quality and efficiency. This program is conducted by experienced AuditWatch consultants and is designed to aid review practitioners and firm leadership in recognizing, framing and prioritizing opportunities for improvement in review engagements.

TO LEARN MORE ABOUT AUDITWATCH CONSULTING SOLUTIONS, CALL 800.775.9866


AUDITWATCH TECHNOLOGY SOLUTIONS

Holiday

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A summary report, created by Power Play, that identified journal entries that met specific audit risks of material misstatements

OUR EXPERIENCED AUDITORS AND SOFTWARE SPECIALISTS WILL HELP YOU HARNESS THE POWER OF DATA EXTRACTION SOFTWARE ON YOUR ENGAGEMENTS!

POWER PLAY — INCREASE AUDIT QUALITY AND EFFICIENCYToday’s audit standards all but mandate the use of data extraction software on our engagements. While some firms have chosen to purchase licenses of these software tools and have all of their users trained to use them, many firms may not have that luxury. AuditWatch’s Power Play allows your firm to outsource your data extraction needs to a qualified expert. We can help you:

• Harness the power of data extraction on your engagements• Increase quality and efficiency of your audits, specifically in

complying with AU-C Section 240 and other audit standards• Eliminate the risk of having your data extraction expertise

“walk out the door”• Minimize or eliminate expensive software purchases and

maintenance fees

Using Power Play allows your engagement team to focus on other important areas, while your data extraction procedures are being performed by our consultants and returned to you for your reporting. This process allows for maximum efficiency on both ends, all while reducing the amount of time (and money!) your staff spends on each audit area.

WHAT IS DATA EXTRACTION?Data extraction is a powerful tool that improves the quality of audit evidence with a significant reduction in cost. Data extraction gives you the power to:• Import your clients' electronic financial data• Perform automated audit tasks, such as selecting samples or

scanning populations for potential misstatements• Perform audit procedures, such as the review of journal entries

required by AU-C Section 240, that are difficult to perform manually

• Produce reports with the information you need in the format best suited for audit procedures, such as analytical procedures

• Easily analyze reports provided by your client that were earlier considered “ugly” and “unusable”

WE’LL HELP YOU UTILIZE DATA EXTRACTION SOFTWARE TO IMPROVE YOUR PROJECTS! CALL 800.775.9866 TODAY.

Power Play is a consulting service that allows you to work with our experienced auditors to perform analyses and testing of your clients’ data using specialized software. We help you design your tests, obtain electronic data from your clients, perform the analyses and send the results back to you in an easy-to-understand format. No more costly software licenses, extensive training or struggling with your clients to get information!

AUDITWATCH

16


IDENTIFICATION AND SELECTION OF PROCEDURES

• We can assist engagement teams in recognizing opportunities to utilize data extraction software to improve their projects.

• Teams submit the draft and/or final requests to a secure website that we set up exclusively for your firm's use. Website tools help the auditor to pick and click procedures or just provide suggestions.

• We provide the engagement team a price quote for the specific services requested. For very common or repetitive requests, we may offer standard pricing options.

OBTAINING DATA

• The engagement team can obtain the data themselves or ask us to assist with this process.

• We can work with almost any data format your client can produce.

DATA PROCESSING

• We perform the procedures you request and generate the results.

• We confer with the engagement team as we perform the procedures to address any surprises or issues that we identify.

A TYPICAL POWER PLAY ENGAGEMENTREPORTING AND DOCUMENTATION

• For most projects, we prepare a memo that serves as a main part of the team’s documentation.

• For most projects, data files are created with transactions, sample items, analytical procedures or exceptions that have been created based on the team’s requests.

WE’LL HELP YOU UTILIZE DATA EXTRACTION SOFTWARE TO IMPROVE YOUR PROJECTS!

Visit cl.tr.com for additional information about our technology solutions.

MASTERING THE BASICS OF DATA EXTRACTION SOFTWARE16 CPE CREDITS | AUDITING, SPECIALIZED KNOWLEDGE | BASIC

This hands-on computer course is for new users of data extraction software and those who want to review basic and intermediate software functions. Participants learn to:• Master the key commands and functions of IDEA software• Identify numerous applications of the software• Obtain and import basic and complex data files typically

received from clients• Understand the software’s reporting features and workpaper

assistance tools• Use software-driven results to make audit conclusions

Seminar Price (up to 10 participants): $5,400, includes instructor fee and course materials for up to 10 participants. Additional Participants: $279 per participant (maximum size of program is 16 participants) plus out-of-pocket expenses. Each participant must bring a computer with the current version of IDEA already loaded and a license key (if applicable).

SPOTTING OPPORTUNITIES TO USE DATA EXTRACTION SOFTWARE4 CPE CREDITS | AUDITING | OVERVIEW

Ideal for firms seeking to expand their use of data extraction based procedures, this course helps engagement decision-makers recognize situations where their teams can use data extraction to improve quality and efficiency. Participants learn to:• Assess the cost-benefit of using data extraction software on

specific engagements• Identify basic and creative uses of the software (including the

latest innovative applications to help comply with emerging audit standards)

• Interpret, document and communicate results to clients• Identify ways to use data extraction software as a

marketing tool to prospective clients

Seminar Price: $2,599, includes instructor fee and course materials for up to 10 participants. Additional participants: $129 per participant plus out-of-pocket expenses.

IN-HOUSE DATA EXTRACTION SOFTWARE TRAINING

Check our website for additional information on our data extraction solutions: cl.tr.com

AUDITWATCH

17


AUDITWATCH AND PPC IN-HOUSE SPEAKERSVisit youtube.com/trainingcpe to watch brief video bios from AuditWatch speakers!

PETE BIEGHLER, CPA, has been with AuditWatch since 2002. He was formerly with Katz, Sapper & Miller and Crowe Chizek. Pete graduated from Ball State University and currently resides in Indiana.

SONYA LANEY, CPA, owns and operates her own accounting and tax practice where she prepares corporate, personal and estate and gift returns. She currently resides in Florida.

CHRIS MARTIN, CPA, has been with AuditWatch since 2003. He was formerly with Arthur Andersen. Chris graduated from Florida State University and currently resides in California.

WENDY HASSIEPEN, CPA, owns a firm in Newark, Delaware specializing in tax consulting and compliance services for individuals and small businesses. Wendy was formerly with KPMG in Philadelphia, PA as well as a local firm in Delaware. She currently resides in Delaware.

SUSAN C. LONGO, CPA, is a consultant who previously worked for a national accounting firm, where she received extensive auditing experience with governmental agencies, Fortune 500 companies and business consulting. She has authored, edited and instructed courses in accounting, auditing, nonprofits and governmental entities.

SUNISH MEHTA, CPA has over 20 years of experience in assurance and advisory services having worked at Ernst & Young LLP, PricewaterhouseCoopers LLP and IBM Global Business Services. He is a graduate from California State University, Northridge.

WAYNE KERR, CPA, has been with AuditWatch since 2004. He was formerly with Grant Thornton. Wayne graduated from Brigham Young University and resides in Utah.

TROY MANNING, CPA, has over 20 years of diverse experience in the government and the not-for-profit sectors. She was formerly a partner at a regional public accounting firm. Troy graduated from Florida International University and has her Master's of Accounting from Nova University.

NATE MOHR, CPA, has been with AuditWatch since 2004. He was formerly an audit manager with Deloitte. Nate currently resides in Michigan.

SHAWN O’BRIEN, CPA, joined AuditWatch in 2005. He was formerly with Deloitte. Shawn graduated from Duquesne University and resides in Pennsylvania.

IN-HOUSE TRAINING

18


Meet AuditWatch speakers and consultants via brief video bios on our YouTube channel atyoutube.com/trainingcpe.

AUDITWATCH AND PPC IN-HOUSE SPEAKERS

TIM O’BRIEN, CPA, has over 40 years of tax experience. He currently works as a tax consultant. He was formerly with Arthur Andersen. Tim currently resides in Virginia.

BRENDA SMITH, CPA, is the founding partner of her own firm and has over 25 years of tax and financial management experience. She was formerly with Deloitte and another large regional firm. She currently resides in Pennsylvania.

LAURIE A. STILLWELL, CPA, operates her own practice in Saratoga Springs, specializing in working with small businesses, professional practices and their owners. Laurie began her career at PricewaterhouseCoopers LLP and worked with several local and regional accounting firms. Laurie currently lives in New York.

JENNIFER PICKLES joined AuditWatch in 2007. She was formerly with KPMG. Jennifer graduated from California State University, Northridge and resides in Arizona.

JACQUIE SONGER, CPA, has been with AuditWatch since 2002. She was formerly with Ernst & Young. Jacquie graduated from the University of Maryland and holds a MS degree from Mercer University. Jacquie resides in Nevada.

JEX VARNER, CPA, joined AuditWatch in 2006. He was formerly at Grant Thorton where he was National Director of Technical Development. Jex graduated from Brigham Young University and resides in Utah.

ROBERT “CHRIS” PROVINCE, CPA, specializes in taxation of high net worth individuals and closely held businesses. Chris formerly served as a tax partner and senior tax member for several local, regional and national CPA firms. Chris currently lives in Texas.

JOHN STEVKO, CPA, graduated from the University of California at Davis. He began his career with Peat, Marwick, Mitchell & Co. before founding a local firm in Beaverton, Oregon specializing in taxation. He now lives and practices in Southwest Washington.

JULIE WIESE, CPA, has been with AuditWatch since 2001. She was formerly with Deloitte. Julie graduated from the University of Illinois and currently resides in Illinois.

ERICKA RACCA, CPA, CIA, joined AuditWatch in 2007. She was formerly with Deloitte. Ericka graduated from Assumption College and resides in Massachusetts.

IN-HOUSE TRAINING

19

IN-HOUSE TRAININGON-SITE CUSTOMIZED TRAINING

FOR MORE INFORMATION, VISIT CL.TR.COM/H OR CALL 800.387.1120

In-House Training consists of over 50 on-site seminars offered on accounting and auditing, management, staff training, tax and Yellow Book topics.

Full day classes earn eight credits and cost as little as $2,999 (plus instructor’s travel costs) per day for the first 10 participants ($105 per additional person).

Build your own training day unique to your organization’s needs. We can work with you to combine courses and course content to customize a CPE seminar.

• Choose from our highly rated instructors or provide your own with our “materials only” format

• Current, relevant course content is continually revised• Also available: TaxWatch University presented by

Checkpoint Learning and AuditWatch (see page 12 for details)


IN-HOUSE TRAINING

1040 INDIVIDUAL TAX UPDATE T40F | 16 CPE CREDITS | TAXATION | UPDATE

This comprehensive course is both a review and an update, covering key tax issues for completing a broad range of tax returns and all major aspects of income, deductions and credits. Topics include coverage of key legislation, court cases, rulings, procedures rulings and announcements. The course is updated to the date of the seminar and will provide you with the insight, practice tips and tools you need for the upcoming busy season.

THE AUDITWATCH ACCOUNTING AND AUDITING UPDATE BEST SELLER!AAUF | 8 CPE CREDITS | ACCOUNTING, AUDITING | UPDATE

In this course we deliver what you need to know about newly issued authoritative pronouncements of the FASB and AICPA along with other developments of interest to practitioners serving small- and middle-market businesses. Course material is updated throughout the year, so it is always current. We tailor the discussion to your firm by reviewing the agenda with you and focusing on those items most relevant to your practice. In addition, we can work with you to customize the course content by removing topics you don’t want to cover and including topics that go beyond the accounting and auditing update. Examples of custom-selected topics include key issues in audit productivity, improving analytical procedures, audit sampling, engagement management, audit documentation, audit planning, leadership and supervision and feedback. Best Seller! Call 800.387.1120 today to bring this popular course to your firm!

ANALYTICAL PROCEDURESPROF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

Analytical procedures are powerful tools in planning and performing audit and review engagements. In many cases, they can provide greater assurance and are more efficient than tests of details. This course helps accountants take full advantage of the power of analytical procedures by providing guidance on how to develop and apply appropriate and effective analytical procedures in GAAS audits and SSARS reviews.

AUDITS OF EMPLOYEE BENEFIT PLANS USING THE PPC AUDIT APPROACHGBPF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

Designed for accountants in public practice and industry that want to increase their effectiveness in auditing employee benefit plans, this course provides an in-depth review of ERISA regulations and focuses on an efficient compliance audit methodology for those rules. Regulators are concerned about compliance with DOL and IRS regulations — not just traditional financial statement reporting. Therefore, auditors need to focus on two issues: 1) what constitutes noncompliance and how noncompliance might occur and 2) what the auditor is required to test to determine if there is noncompliance. This course explains how to audit employee benefit plans in compliance with DOL and the AICPA Audit and Accounting Guide: Employee Benefit Plans. Discussion will focus on common deficiencies in examining contributions, distributions, participant data, investments and prohibited transactions.

BEST PRACTICES IN UTILIZING PPC'S SMART PRACTICE AIDS: KEY ISSUES IN RISK ASSESSMENTGRSF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

This course provides best practices for using PPC's SMART Practice Aids — Risk Assessment to efficiently complete and document risk assessment procedures. The course blends practical discussions on best practices for performing risk assessment procedures with how to use the PPC software to its fullest. The course focuses on obtaining and documenting an understanding of the entity (including internal controls), identifying, assessing and documenting risks and creating tailored audit programs. The course can be modified to include PPC's SMART Practice Aids — Fieldwork upon request.

BUSINESS ENTITIES TAX UPDATEBETF | 8 CPE CREDITS | TAXATION | UPDATE

Find out what you need to know about all of the latest federal tax law changes, court decisions and IRS pronouncements related to partnerships, LLCs and C and S corporations. Identify ways to integrate the latest tax law changes into your planning and compliance engagements and provide more value-added services to your clients. This seminar will help participants effectively prepare quality corporate returns, maximize efficiency and avoid tax practice liability problems.NEED HELP CHOOSING THE RIGHT COURSE FOR YOUR

ORGANIZATION? Call Barbara Marino at 800.387.1120.

IN-HOUSE TRAINING


EVALUATING AND TESTING INTERNAL CONTROLS ICCF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

Do you feel that your approach to obtaining an understanding of your client’s internal controls is not as efficient or effective as it could be? This course is designed to help auditors increase their efficiency and effectiveness by applying a top-down, risk-based approach to internal controls. The course includes interactive case studies designed to practice the various steps of a top-down, risk-based approach. The course also addresses when it makes sense to test controls, how to perform and evaluate those tests and how the testing affects your substantive audit procedures.

EVALUATING AND TESTING INTERNAL CONTROLS WITH PPC'S SMART PRACTICE AIDS — INTERNAL CONTROLSICAF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

Utilizing PPC’s SMART Practice Aids — Internal Control software, the course includes interactive case studies designed to practice the various steps of a top-down, risk-based approach. The course also addresses when it makes sense to test controls, how to perform and evaluate those tests and how the testing affects substantive audit procedures. The course can be modified to include PPC's SMART Practice Aids — Fieldwork upon request.

FINANCIAL REPORTING AND DISCLOSURES FOR SMALL BUSINESSES FRDF | 8 CPE CREDITS | ACCOUNTING | BASIC

This course provides an overview of standards related to financial statements and financial statement disclosures. It discusses the statements of financial position, statement of operations, statement of comprehensive income, statement of cash flows, statement of stockholders’ equity and notes under both GAAP and Special Purpose Framework bases of accounting.

FEDERAL TAX UPDATE BEST SELLER!PTUF | 8 CPE CREDITS | TAXATION | UPDATE

This seminar offers practical insights into the ever-changing world of federal taxation. Federal Tax Update covers the latest developments affecting individuals, partnerships, C corporations, S corporations and estates and trusts and is designed to keep you up-to-date in this dynamic environment. This best selling seminar also features tax planning tips as well as numerous practice aids such as real life examples, worksheets, elections and checklists. Best Seller! Call today to bring this popular course to your firm! 800.387.1120.

PERFORMING COMPILATION AND REVIEW ENGAGEMENTSCRIF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

This course outlines the requirements for compilation and review engagements, performing them more effectively and responding to special situations. It integrates the most recent SSARS standards with revised PPC practice aids. The materials discuss common deficiencies noted in compilation and review engagements.

PERFORMING EFFICIENT AUDITS OF NONPUBLIC COMPANIES USING THE PPC AUDIT APPROACH BEST SELLER!GRNF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

This course provides practical guidance to conduct efficient and effective audits of small businesses using PPC’s Guide to Audits of Nonpublic Companies. It highlights the latest implementation guidance from standard setters and best practices on the current PPC practice aids. Major topics include: risk assessment, formulating the audit strategy, audit planning, evaluating and testing internal controls, designing and performing further audit procedures, audit sampling and audit documentation. Best Seller! Call 800.387.1120 today to bring this popular course to your firm!

PROFESSIONAL ETHICS FOR ACCOUNTANTSETHF | 8 CPE CREDITS | REGULATORY ETHICS | BASIC

This course provides an overview of the ethical standards that are required to be followed by tax and accounting professionals today. It covers the basic tenets of the AICPA Code of Professional Conduct, why the code is necessary and how it is organized. It also covers guidance provided by other ethics standard setting bodies such as the IRS, SEC, GAO and IFAC. Real-life scenarios and discussions aid the practitioner in exploring ethical concepts and decision-making theory that can be used in daily practice when ethical situations are encountered.

SAMPLING: WHERE, WHEN AND HOW SAMF | 8 CPE CREDITS | AUDITING | BASIC

This course explains the use of sampling in an audit. It is focused on the PPC approach to audit sampling — in both substantive tests and tests of controls — and incorporates PPC practice aids. It provides a solid understanding of basic and more advanced sampling topics while staying focused on practical issues and efficiency considerations. Participants will learn how to recognize situations where sampling is and is not likely to be an effective and efficient audit procedure, perform non-statistical substantive samples on a variety of account types, project errors and conclude on the sample population, determine sample sizes for control testing on large and small population sizes and utilize the PPC forms and methodology.

CPE NETWORKTIMELY NEWS AND IN-DEPTH ANALYSIS

FOR MORE INFORMATION, VISIT CL.TR.COM/GETNETWORK OR CALL 800.231.1860

Group-study videos deliver timely news and in-depth analysis for better risk management, plus group-live credits.

CPE Network® is a news-style video subscription featuring in-depth, useful interviews with today’s foremost industry experts. You’ll receive a new issue 11 times per year or quarterly, depending on your choice of report(s). Subscriptions allow for up to 25 users (or call for large group pricing).

• Conduct an expert-led, in-house seminar for group live credit.• Satisfy up to 100% of your workforce’s CPE requirements.• Set a standard of excellence for your firm-wide training.• Build a company-wide reference library.• Keep your staff updated on the latest AICPA, FASB , GASB, GAO, OMB

and SEC developments, as well as recent tax legislation developments.• Convenient DVD format allows you to pause to discuss the implications

for your firm and clients• Each program issue includes a DVD, full transcript, group discussion

questions and suggested answers, supplemental reference material and a cumulative index and quiz.

Checkpoint Learning Network is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Checkpoint Learning Network is approved for QAS Self Study delivery method.

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

24cl.tr.com/getnetwork | 800.231.1860 Catalog code: CCADM17

CPE NETWORKCPE NETWORK

VIDEO SUBSCRIPTIONS

ONE-YEAR SUBSCRIPTION (11 ISSUES)

ONE-YEAR SUBSCRIPTION (4 ISSUES)

CREDITS

24 CPE CREDITS$729 includes print, DVD plus

online and video streaming

CREDITS



CREDITS

57 CPE CREDITS$1,239 includes print, DVD plus


CREDITS



CREDITS



CPE NETWORK TAX REPORT (MONTHLY)33 CPE CREDITS | TAXES | UPDATE | $929

Prepare your staff to meet the challenges of today’s rapidly changing tax laws and regulations. Each issue of this monthly report features top experts discussing today’s important taxation issues for individuals, estates and trusts, corporations and pass-through entities. Experts include: Ian Redpath, JD, LLM — nationally recognized tax attorney and consultant and a principal in the Redpath Law Offices in Buffalo, NY; Julie Welch (Runtz), CPA, PFS, CFP; John Karp, CPA, PFS; Robert Lickwar, CPA; Greg Urban, CPA, CVA and Brian O’Sullivan, CPA, CVA.

CPE NETWORK ACCOUNTING AND AUDITING REPORT (MONTHLY)33 CPE CREDITS | ACCOUNTING & AUDITING | UPDATE | $929

Recent economic bubbles and crunches have caused regulators to scrutinize both financial statements and the standards used in preparing them. This popular subscription features high-quality group training that equips your entire team with the knowledge to handle any fiscal or financial crisis.Experts include: J. Russell Madray, CPA, CIA, CMA, CFM, of The Madray Group; Kurt Oestriecher, CPA, Jennifer F. Louis, CPA and Jennifer Elder, CPA.

CPE NETWORK GOVERNMENTAL AND NONPROFIT ACCOUNTING REPORT (QUARTERLY)24 CPE CREDITS | ACCOUNTING & AUDITING (GOVERNMENTAL) | UPDATE | $729

A must-view for firms looking to stay ahead of the competition, this essential report will establish a quality standard for your company. Your subscription will keep your staff abreast of important GAO (Yellow Book), OMB and other governmental and nonprofit issues relevant in the current financial operating environment.Experts include: Lee Ann Watters, CPA, and principal with Mountjoy, Chilton, Medely, LLP; Chris Pembrook, CPA, CGAP, Cr.FA and Marcy Twyman, CPA and shareholder with Crawford and Associates.

COMBO PACKAGESGet even more of the news your firm needs with a CPE Network combination report! These value-priced packages empower your staff with essential information, in-depth analysis and valuable CPE credits. Each multi-report collection creates a seamless relationship between firm-wide training and day-to-day business objectives.

TAX AND ACCOUNTING AND AUDITING (11 ISSUES)GOVERNMENTAL AND NONPROFIT ACCOUNTING (4 ISSUES)

CPE NETWORK TAX, ACCOUNTING AND AUDITING AND GOVERNMENTAL AND NONPROFIT ACCOUNTING REPORTS SAVE $828

ACCOUNTING AND AUDITING (11 ISSUES)GOVERNMENTAL AND NONPROFIT ACCOUNTING (4 ISSUES)

CPE NETWORK ACCOUNTING AND AUDITING AND GOVERNMENTAL AND NONPROFIT ACCOUNTING REPORTSSAVE $419

CPE NETWORK TAX ANDACCOUNTING AND AUDITING REPORTS SAVE $589 — MOST POPULAR PACKAGE

TAX AND ACCOUNTING AND AUDITING (11 ISSUES)

GETTING STARTED IS EASY! Call 800.231.1860 today.

CREDITS



CHECKPOINT LEARNINGLEARNING MANAGEMENT FOR TAX AND ACCOUNTING PROS

FOR MORE INFORMATION, CALL 800.231.1860

Checkpoint Learning provides CPE compliance tracking, learning management, curriculum development and more.

• Purchase and complete courses individually or as part of a subscription package — CPE Subscription Packages provide outstanding offerings and flexibility at considerable savings (see following pages)

• Optimized for tablet view on your iPad mobile device

• Personalized learning dashboard keeps all CPE records and courses in one place and provides CPE tracking and compliance monitoring while learning plans help meet individual goals

• Learning plans help meet individual employee training and career advancement goals

• ONESOURCE© integration allows dual users to search for CPE courses, plus view in-progress courses and status report manager

26

ONLINE LEARNING

cl.tr.com | 800.231.1860 Catalog code: CCADM17

Professional development is more than counting CPE credits. Leading firms design targeted learning curricula to give employees the skills necessary for success in every phase of their careers.

CHECKPOINT LEARNING MANAGEMENT Checkpoint Learning integrates tools, features and content to manage all facets of learning for accounting and financial professionals.

• Compliance management, including complete tracking of state-to-state regulations and requirements

• Guidance for administering in-house learning • Customizable, individual learning paths for employees and

tools to measure course completion

Checkpoint Learning is the most comprehensive mandatory continuing education compliance management system available and is specifically designed for accounting and financial professionals.

COMPLETE CPE TRACKING AND COMPLIANCE MANAGEMENTCheckpoint Learning manages continuing education compliance, including: • Determining compliance periods and managing simultaneous

compliance periods • Tracking all credit categories, including prorated credit

requirements • Enforcing limits on CPE format types • Calculating carryover credit • Managing adjustments for reporting period extensions • Tracking special requirements for new licensees

Our staff ensures the accuracy of Checkpoint Learning through monthly rule updates that are automatically integrated into the tracking system.

In addition to the jurisdictions shown in the box at right, your firm can create a custom CPE requirement to track minimum education requirements established by firm management or mandated by peer review standards. Checkpoint Learning also maintains complete and updated rule summaries for every regulator it tracks on its Resource page so that administrators can easily answer employees’ questions about continuing education compliance. Learning administrators are provided with an administrative view into all firm personnel records so that CPE compliance can be quickly confirmed. Checkpoint Learning can be configured to send employees regular email reminders informing them of their continuing education status.

ADDITIONAL FEATURES

• Managing your in-house seminars — Employees will value the simplicity of searching, registering for and, where applicable, launching classes through the intuitive learner interface. Administrators will value the time-saving tools for each aspect of in-house education.

• Self-service course registration — Learners can browse the university course calendar and register for courses or register for courses directly from email invitations. Registrants receive email confirmation with downloadable appointments that are ready for import into personal calendar software like Outlook and Lotus Notes.

• Learning plan templates — Design learning plans to match levels within your organization and/or competencies you want employees to achieve. You'll be able to customize learning plans for individuals and generate firm-wide reports to measure the degree to which employees are meeting learning expectations.

• Coaching feature — This feature provides team leaders with direct access to their team members’ CPE information, learning plans and course registrations.

CPE RULES TRACKING FOR:

• Every state in the United States (including Puerto Rico)

• Yellow Book

• IRS Enrolled Agents

• AICPA members

• CMA, CFP, CTEC and CIA

• More than a dozen additional tax and accounting affiliations

CPE SUBSCRIPTION PACKAGESINCREASE LEARNING OPTIONS AND SAVE MONEY

How can I be confident that I'm up to date on the latest industry developments? CHECKPOINT LEARNING®

PREMIER PLUS CPE PACKAGE

In today’s constantly changing tax and accounting profession, you can’t afford to fall behind. Stay on the leading edge of legislative changes and hot topics with the most comprehensive, up-to-date learning solution on the market.

cl.tr.com | 800.231.1860


ONLINE LEARNING

Catalog code: CCADM17

PREMIER AND PREMIER PLUS PACKAGES:Look for this icon throughout the catalog to identify the many webinars, courses and events that are included or available at a discount with your subscription!

28

CHECKPOINT LEARNING CPE SUBSCRIPTION PACKAGESSave time and money while keeping up with the knowledge and skills you need to best serve your clients. Cover all the CPE you need for the entire year in a variety of formats for one low subscription.

CPE PackageGOOD

ProfessionalBETTER

Premier BEST

Premier Plus

CPE Tracking Automatic tracking and e-alerts for every state board (CPA), EA, CTEC, 20+ others

Automatic tracking and e-alerts for every state board (CPA), EA, CTEC, 20+ others

Automatic tracking and e-alerts for every state board (CPA), EA, CTEC, 20+ others

Online CPE Courses 390+ courses including Ethics (1,900+ CPE credits)

600+ courses (2,700+ CPE credits)

600+ courses (2,700+ CPE credits)

Download CPE Courses (PDF with Online Grading)

None 75+ courses (600+ CPE credits)

75+ courses (600+ CPE credits)

Webinars NoneUnlimited one- to four-hour Checkpoint Learning webinars (approx. 360 annual events)

Unlimited Checkpoint Learning webinars, including full-day (approx. 400 annual events)

Live Seminar and Conference Discount *

None24 hours annual discount: 40% off Gear Up, 25% off AuditWatch

40 hours annual discount: 40% off Gear Up, 25% off AuditWatch

Virtual Conference Discount

None45% discount on all Checkpoint Learning Virtual Conferences

45% discount on all Checkpoint Learning Virtual Conferences

Year-End Virtual Conference

None NoneFree attendance at two-day Checkpoint Learning Year-End Conference for Practitioners

Skills and Career Building Tools

None None Access to Checkpoint Learning Competency Model

Annual Cost * $259 $319 $469

*Per-user annual pricing applies to firms with under 50 seats; contact us for a price quote if your firm has more than 50 users. Live event discount (Premier Plus and Premier) does not combine with Early Bird or other discount offers; call 800.231.1860 for details. States with Thomson Reuters-sponsored Gear Up seminars currently include CA, CO, FL, IL, IN, MA, MD, MO, NV, NM, NY, OK, OR, TX, VT and VA. Discount does not apply to Gear Up seminars hosted by state societies (which manage their own pricing and registration).

CHECKPOINT LEARNING VIRTUAL CONFERENCES

FOR MORE INFORMATION, VISIT CL.TR.COM OR CALL 800.231.1860

Checkpoint Learning virtual conferences break traditional barriers by giving you live, up-to-the-minute analysis on key topics from nationally recognized experts from the comfort of your own office.

What is a “Virtual Conference?”

A virtual conference is a multi-day web-based training event featuring multiple presenters and different topics. You will be able to view the presenter’s content, interact with the speakers and participate in live Q & A, making the session as applicable to your practice as it possibly can be.

Virtual Conference Features• Attend from anywhere with no travel costs• Up-to-date, relevant training• Well-known experts• Interactive

Visit cl.tr.com to register.

Registration closes at 5:00 p.m. CT the day before the scheduled event.

This CPE is delivered in a group internet-based format.

Most virtual conferences are presented on LearnLive™; the Year-End Mega-Conference is presented on WebEx™. Both platforms allow you to view expert content and interact with the speakers.

Log on to the audio broadcast site to hear the presentation through your computer.

See Checkpoint Learning CPE disclosures for NASBA, IRS and CTEC on page 33.

cl.tr.com | 800.231.1860


ONLINE LEARNING


PREMIER AND PREMIER PLUS PACKAGES:$199 special pricing per virtual conference/per attendee for Premier and Premier Plus subscribers. Call 800.231.1860 to receive special pricing. Subscription details: page 28

30

EMPLOYEE BENEFIT PLANS VIRTUAL CONFERENCEEmployee benefit plans present different challenges for both accountants and financial statement auditors. Whether because of the compliance-driven procedures, regulatory oversight or nature of the financial statements themselves, accountants and auditors recognize that involvement in these plans requires specialized knowledge, experience and a unique audit approach. This virtual conference focuses on those issues critical to accounting for auditing and consulting with clients regarding employee benefit plans — including Q&A and panel discussions to address your questions and provide opportunities for sharing best practices.

Conference Objectives: This conference will help you identify and address the financial reporting, auditing, compliance and consulting issues unique to employee benefit plans.

Who Should Attend? Accountants, auditors and others with responsibilities related to employee benefit plans.

Sessions• Accounting and Auditing Update: EBP Focused• Regulatory Update• Fundamentals of Health and Welfare Plans• Form 5500: Pitfalls and Practice Tips• Addressing DOL Concerns and Enhancing Audit Quality• Key Efficiency Considerations in Performing EBP Audits• SOC 1 Reports: How Should You Really Be Using These?• Top Ten EBP Consulting Opportunities: How You Could Be Helping

Your Clients• Panel Discussion of Key Issues and Q&A

Conference Speakers: Shawn O’Brien, CPA; Susan Longo, CPA, Ali Haffner, Esq.

Schedule April 20 – 21, 2017 / 10:00 a.m. – 4:00 p.m. CTAugust 2 – 3, 2017 / 10:00 a.m. – 4:00 p.m. CT Pricing Price per participant/per conference: $379 $199 for Checkpoint Learning Premier or Premier Plus subscribers

CPE InformationLevel: Intermediate Prerequisites: Knowledge of Employee Benefit Plan Accounting and Auditing CPE Credits: 12 Field of Study: Accounting, Auditing, Tax, Specialized Knowledge and Yellow Book Platform: Presented on LearnLive

NOT-FOR-PROFIT VIRTUAL CONFERENCENot-for-profit entities present unique challenges to practitioners in many different areas, including financial reporting, auditing, compliance and fraud. This virtual conference provides an in-depth look at some of the most important issues in serving this diverse and sometimes complicated market segment, focusing on practical guidance, practice tips, introductions to new issues and solutions to old ones. This virtual conference will also include Q&A and panel discussions to address your questions and provide opportunities for sharing of best practices.

Conference Objectives: This conference will help you identify and address the financial reporting, auditing, compliance and fraud issues unique to not-for-profit entities.

Who Should Attend? Accountants, auditors and others with responsibilities related to not-for-profit financial reporting or auditing.

Sessions• NPO Financial Reporting Changes: A Roadmap • Understanding, Detecting and Preventing Fraud in NPOs• Performing High Quality Single Audits• Form 990: Pitfalls and Practice Tips• Avoiding Common Audit Deficiencies and Enhancing Audit Quality• Planning Ahead: Understanding the Impact of Revenue

Recognition and Other Significant New Standards on NPOs• Audit Primer: Key Issues Related to NPO Internal Controls,

Analytical Procedures and Sampling• Panel Discussion of Key Issues and Q&A

Conference Speakers: Troy Manning, CPA; Susan Longo, CPA; AuditWatch Team

Schedule April 25 – 26, 2017 / 10:00 a.m. – 4:00 p.m. CT May 24 – 25, 2017 / 10:00 a.m. – 4:00 p.m. CT October 18 – 19, 2017 / 10:00 a.m. – 4:00 p.m. CT Pricing Price per participant / per conference: $379 $199 for Checkpoint Learning Premier or Premier Plus subscribers

CPE InformationLevel: Intermediate Prerequisites: Knowledge of Not-For-Profit Accounting and Auditing CPE Credits: 12 Field of Study: Accounting, Auditing, Tax, Yellow Book Platform: Presented on LearnLive

cl.tr.com | 800.231.1860


ONLINE LEARNING



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IMPLEMENTING THE NEW REVENUE RECOGNITION STANDARD VIRTUAL CONFERENCERevenue from Contracts with Customers (ASU 2014-09) is the most significant change to financial reporting standards in recent years. With the effective date fast approaching, this virtual conference provides an in-depth explanation of this and related standards, complete with examples and the latest implementation guidance from the AICPA and Checkpoint. Conference sessions will also include discussion of the likely impact of this new standard on specific industries and on the audit process.

Conference Objectives: This conference will help you identify and apply changes to financial reporting and related services from the FASB’s new standard on revenue from contracts with customers.

Who Should Attend? Accountants, auditors and others who need to understand the impact of new revenue recognition standards on financial reporting

Sessions• Overview of the New Revenue Recognition Model• Contract-Related Costs, Licensing, Gross vs. Net and Other

Specific Provisions• Presentation and Disclosure Requirements• Key Implementation Issues: Not-For-Profit Entities• Key Implementation Issues: Construction Companies• Implementation Issues: Other Industries• Tax Implications• Auditing Challenges and Considerations• Panel Discussion and Q&A

Conference Speakers: Wayne Kerr, CPA; Susan Longo, CPA; Laurie Stillwell, CPA

ScheduleJune 1 – 2, 2017 / 10:00 a.m. – 4:00 p.m. CT June 28 – 29, 2017 / 10:00 a.m. – 4:00 p.m. CT August 22 – 23, 2017 / 10:00 a.m. – 4:00 p.m. CT October 4 – 5, 2017 / 10:00 a.m. – 4:00 p.m. CT December 5 – 6, 2017 / 10:00 a.m. – 4:00 p.m. CT Pricing Price per participant / per conference: $379 $199 for Checkpoint Learning Premier or Premier Plus subscribers

CPE Information Level: Intermediate Prerequisites: Knowledge of Accounting and Auditing CPE Credits: 12 Field of Study: Accounting and Auditing, Tax Platform: Presented on LearnLive

NEW: GOVERNMENTAL ACCOUNTING AND AUDITING VIRTUAL CONFERENCEThis conference covers a wide array of issues and topics essential to governmental accounting and auditing, including in-depth analysis of GASB issues, uniform guidance, government auditing standards (Yellow Book), peer review issues, fraud considerations, financial statement presentation and disclosure and more. Sessions are focused on providing practical guidance and practice tips, including audit quality and efficiency considerations.

Conference Objectives: This conference will help you identify and address the financial reporting, auditing, compliance and productivity issues unique to governmental entities.

Who Should Attend? Accountants, auditors and others with responsibilities related to governmental financial reporting and/or auditing.

Sessions

• Governmental Accounting and Auditing Update• Ethics Update• Understanding Governmental Fraud Risks• Audit Efficiency Best Practices• Navigating Difficult Accounting and Auditing Issues • Testing Controls Over Compliance• Understanding the Enhanced Peer Review and Avoiding Peer

Review Issues• Uniform Guidance Update Including the 2017 Compliance

Supplement • Panel Discussion and Q&A

Conference Speakers: AuditWatch Team

Schedule July 18 – 19, 2017 / 10:00 a.m. – 4:00 p.m. CT September 13 – 14, 2017 / 10:00 a.m. – 4:00 p.m. CT November 8 – 9 , 2017 / 10:00 a.m. – 4:00 p.m. CT Pricing Price per participant / per conference: $379$199 for Checkpoint Learning Premier or Premier Plus subscribers

CPE InformationLevel: Intermediate Prerequisites: Knowledge of Governmental Accounting and Auditing CPE Credits: 12 Field of Study: Accounting (Governmental), Auditing (Governmental), Yellow Book Platform: Presented on LearnLive

cl.tr.com | 800.231.1860


ONLINE LEARNING



32

PPC’S SMART PRACTICE AIDS VIRTUAL USER CONFERENCEThis conference will help you unlock the powerful audit efficiency benefits of PPC’s SMART Practice Aids. Session topics have been carefully chosen to address the most common practice issues and questions from practitioners, with a focus on practical “what you can use right now” advice to help you get the most out of SMART. This unique conference combines audit productivity best practices from our industry-leading audit efficiency experts at AuditWatch with the most useful tools, shortcuts, tips and best practices from our SMART consultants and product trainers. Join us to enhance your understanding of what SMART is designed to do. Ensure your audits are designed properly, are executed effectively and fully comply with professional standards — all while eliminating unnecessary steps and streamlining the audit process.

Conference Objectives: This conference will help you identify and implement audit productivity best practices and SMART features to improve audit quality and audit efficiency.

Who Should Attend? Public accountants seeking to get the most out of PPC’s SMART Practice Aids and improve audit efficiency. For those not using SMART, this conference is also a great way to become more familiar with audit productivity best practices and the SMART suite of audit tools.

Sessions• Integrating Audit Productivity Best Practices with SMART • Improving the Internal Controls Evaluation Through SMART

Internal Controls • Integrating SMART With Your Engagement Software • Enhancing the PPC Audit Process With SMART Fieldwork• Did You Know? Leveraging Key SMART Functionality to Enhance

Audit Quality and Efficiency • Incorporating Other SMART Solutions: SMART Single Audit and

SMART Compilation and Review • Planning for the Next Generation of Cloud-Based Solutions• Panel Discussion and Q&A

Conference Speakers: AuditWatch productivity and SMART consultants, SMART software experts and product trainers

Schedule August 15 – 16, 2017 / 10:00 a.m. – 4:00 p.m. CTOctober 25 – 26, 2017 / 10:00 a.m. – 4:00 p.m. CTDecember 7 – 8, 2017 / 10:00 a.m. – 4:00 p.m. CT PricingPrice per participant / per conference: $379 $199 for Checkpoint Learning Premier or Premier Plus subscribers

CPE InformationLevel: Intermediate Prerequisites: Knowledge of risk-based auditing. Some knowledge of SMART helpful (but not required) CPE Credits: 12 Field of Study: Auditing

AUDIT PRODUCTIVITY VIRTUAL CONFERENCEImproving productivity is always a challenge. Whether it’s pressure from competitors and clients or changes to accounting rules and accounting staff, it’s easy to see why firms often struggle to achieve optimal audit quality and efficiency. Join us for a conference designed to give you the knowledge, techniques and tips to perform your engagements in the most effective and efficient manner.

Conference Objectives: This conference will provide you with the latest updates and techniques to help ensure that your firm is performing audits effectively and efficiently.

Who Should Attend? Seniors, managers, directors, partners and anyone with influence on an engagement’s planning and execution

Sessions• Common Audit Productivity Issues• Reviews, Compilations and Special Purpose Frameworks• Staying Out of Trouble — significant new accounting issues,

common audit deficiencies and current findings related to fraud• Building a Better Audit Plan• Key Issues in Client and Project Management• Spotting Opportunities to Use Data Extraction Software• Getting the Most Out of Internal Controls• Documentation Tips and Pitfalls• Improving Performance Through Effective Supervision• Panel Discussion — answers to your

questions and valuable best practice takeaways

Conference Speakers: AuditWatch Consultants Pete Bieghler, CPA; Wayne Kerr, CPA; Shawn O’Brien, CPA; Ericka Racca, CPA and other nationally recognized experts

Schedule September 27 – 28, 2017 / 10:00 a.m. – 4:00 p.m. CT PricingPrice per participant / per conference: $379 $199 for Checkpoint Learning Premier or Premier Plus subscribers

CPE InformationLevel: Intermediate Prerequisites: Knowledge of Auditing CPE Credits: 16 Field of Study: Auditing Platform: Presented on LearnLive

WEBINARSCHECKPOINT LEARNING INSTRUCTOR-LED WEB-BASED EVENTS

FOR MORE INFORMATION, CALL 800.231.1860

Checkpoint Learning (formerly “Practitioners Publishing Company”) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Checkpoint Learning is approved for group live, group internet-based and QAS Self Study delivery methods. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: learningmarket.org.

Checkpoint Learning is an IRS approved continuing education provider and offers several courses that are accredited to IRS PTIN holders (including Enrolled Agents).

Checkpoint Learning is an approved California Tax Education Council (CTEC) continuing education provider and offers several courses that are eligible for credit for CRTPs.

Visit cl.tr.com for more CTEC specifics.

Checkpoint Learning Webinars offer hundreds of webinars each year on the topics of most importance to you taught by nationally recognized experts.

• Topics covered include: accounting and auditing current developments, audit quality and efficiency, ethics, business and financial management, personal development, practice efficiencies using PPC Tools, specialized industry, tax, technology and Yellow Book

• Webinars are priced per participant per webinar at $69 for one hour, $89 for two hours, $139 for four hours or all day for $189 (Quantity Discount available)

• Also available: customized webinars designed exclusively for your firm (call 800.387.1120 for details)

WEBINARS SEE BOTTOM OF PAGE FOR DETAILS.

PREMIER AND PREMIER PLUS PACKAGES: Premier packages include UNLIMITED access to all one to four hour webinars; Premier Plus packages include UNLIMITED access to all webinars, including full-day. No expiration. Details: page 28.

QUANTITY DISCOUNT: Use offer code WEBINARBUND17 to save 10% when you purchase three or more in a single transaction for the same attendee.


Please note that nearly all tax titles are eligible for IRS PTIN holders’ CE credit. Visit cl.tr.com for more detailed information.

MAY 2017 — SCHEDULED WEBINARS More information and up-to-date schedule: cl.tr.comMon Tues Wed Thu Fri Sat

1 2

10 a.m.: Liquidation and Termination of Entities (2 hrs.)

12 p.m.: PPC 101: Materiality, Sampling, Scoping, Test of Controls (2 hrs.)

2 p.m.: Are You Ready for Your Next Peer Review? (2 hrs.)

3

9 a.m.: Compilations, Reviews and Preparations: Comprehensive Guidance Including Implementation of the New SSARS 21 Standards (8 hrs.)

4

10 a.m.: Improving Presentations With Excel Graphics (2 hrs.)

12 p.m.: Business Succession: Failure to Plan is Planning to Fail (2 hrs.)

2 p.m.: LinkedIn for Accountants (2 hrs.)

5

10 a.m.: Single Audit: Sampling Considerations in Testing Internal Controls and Compliance (2 hrs.)

12 p.m.: SMART Tools: Risk Assessment (2 hrs.)

6

8 9

10 a.m.: M&A Overview: The Corporate Divestiture Process and the Role of Accounting Professionals (2 hrs.)

12 p.m.: Employee Engagement: Building Accountability Within Your Teams (2 hrs.)

2 p.m.: Schedule E Rental Activities: Everybody Should Own a Rental (2 hrs.)

10

10 a.m.: Quarterly Yellow Book Update Q2 2017 (2 hrs.)

12 p.m.: Business Ethics in Corporate Accounting (2 hrs.)

11

9 a.m.: Accounting and Auditing Update (8 hrs.)

12 p.m.: A CPA’s Independence: Compliance With the Professional Code of Conduct and Practical Considerations (2 hrs.)

12

10 a.m.: Monthly Accounting Alert (1 hr.)

11 a.m.: Monthly Corporate Tax Update (1 hr.)

13

15 16

12 p.m.: Quarterly SEC and PCAOB Update Q2 2017 (1 hr.)

2 p.m.: IRS Audits of Individuals (2 hrs.)

17

12 p.m.: Lean Six Sigma: Tools for Enhancing Audit Productivity (2 hrs.)

18

10 a.m.: Quarterly Technology Update Q2 2017 (2 hrs.)

19

9 a.m.: Federal Tax Update (8 hrs.)

12 p.m.: Financial Statement Presentation: Tips and Practice Issues for Small Businesses (2 hrs.)

2 p.m.: Revenue From Contracts With Customers: An Overview (2 hrs.)

20

22 23

9 a.m.: Operational Finance for Accounting Professionals (8 hrs.)

12 p.m.: M&A Due Diligence: Tapping the Strengths of Accounting Professionals (2 hrs.)

24

10 a.m.: Strategic Leadership in the Public Accounting Environment: Four Tools Every Leader in Public Accounting Must Have (2 hrs.)

2 p.m.: SMART Practice Aids Functionality: Field Work and Risk Assessment (1 hr.)

25

9 a.m.: Everything You Wanted to Know About Generally Accepted Government Auditing Standards (GAGAS) for Financial Audits (8 hrs.)

26

10 a.m.: Choice of Business Entity (2 hrs.)

12 p.m.: Divorce: Financial Planning and the Marital Settlement (2 hrs.)

27

29 30

12 p.m.: How to Run an Efficient Tax Office (2 hrs.)

2 p.m.: Monthly Tax Alert (2 hrs.)

31

9 a.m.: IRAs, Pensions and 401(k)s: Planning for Retirement and Beyond (8 hrs.)

12 p.m.: Understanding the FASB’s New Standard on Leases (2 hrs.)






JUNE 2017 — SCHEDULED WEBINARS More information and up-to-date schedule: cl.tr.comMon Tues Wed Thu Fri Sat 1

10 a.m.: Financial Statement Disclosures: Tips and Practice Issues for Small Businesses (2 hrs.)

12 p.m.: IRS Enforcement Actions (2 hrs.)

2

9 a.m.: Audit Sampling: A Comprehensive Guide to Effective and Efficient Sampling in Tests of Details and Tests of Controls (8 hrs.)

11 a.m.: SMART Practice Aids Functionality: Field Work and Risk Assessment (1 hr.)

12 p.m.: Enhancing SMART through Fieldwork and File Rollforward (2 hrs.)

3

5 6


12 p.m.: Professional Ethics in Practice: Recent Changes for CPAs (2 hrs.)

7

10 a.m.: Quarterly Sales and Use Tax Update for Controllers and Financial Managers (2 hrs.)

12 p.m.: Implementing the New Nonprofit Financial Reporting Model (2 hrs.)

2 p.m.: Income That is Taxed at Zero or Close to It (2 hrs.)

8

12 p.m.: PPC 101: Making the Most of the Methodology (2 hrs.)

9


12 p.m.: Monthly Accounting Alert (1 hr.)

1 p.m.: Monthly Corporate Tax Update (1 hr.)

2 p.m.: Revenue from Contracts with Customers: An Overview (2 hrs.)

10

12 13

9 a.m.: Performing Effective and Efficient Audit Procedures (8 hrs.)

12 p.m.: M&A Overview: The Acquisition Process and the Role of Accounting Professionals (2 hrs.)

2 p.m.: What Your Kids Never Learned About Managing Money (2 hrs.)

14


12 p.m.: Quarterly Technology Update Q2 2017 (2 hrs.)

15

9 a.m.: Business Entity Tax Update (8 hrs.)

2 p.m.: Negotiating 101: Considerations for Daily Negotiations We Face in Business (2 hrs.)

16

10 a.m.: Quarterly SEC and PCAOB Update Q2 2017 (1 hr.)

12 p.m.: Identity Theft: An Ongoing Threat (2 hrs.)

17

19 20

10 a.m.: Strategic Alliances: Creating Value and Gaining Knowledge Through Corporate Partnership (2 hrs.)

12 p.m.: Introduction to Group Audits (2 hrs.)

2 p.m.: Supreme Court Cases on Taxation You Should Know About (2 hrs.)

21

9 a.m.: Government and Nonprofit Update (8 hrs.)

2 p.m.: Capitalization: The New Landscape (2 hrs.)

22

10 a.m.: Excel Best Practices (2 hrs.)

12 p.m.: Monthly Tax Alert (2 hrs.)

2 p.m.: Employee vs. Independent Contractor: Expect More Scrutiny (2 hrs.)

23

10 a.m.: Tax Planning with Real Marginal Tax Rates (2 hrs.)

12 p.m.: The Next Step in Audit Sampling: Statistical Sampling and Data Extraction (2 hrs.)

24

26 27

9 a.m.: Estates and Trusts (8 hrs.)

12 p.m.: Excel: Big Data Tools (2 hrs.)

2 p.m.: Auditing Sampling Considerations in Single Audits (2 hrs.)

28

12 p.m.: Capitalization: Key Elections (2 hrs.)

2 p.m.: Total Payroll Management (2 hrs.)

29

9 a.m.: Fraud Detection in Financial Statements: Considerations for Accountants and Auditors (8 hrs.)

30

10 a.m.: Audit Quality: What the Regulators Want to See (2 hrs.)






JULY 2017 — SCHEDULED WEBINARS More information and up-to-date schedule: cl.tr.comMon Tues Wed Thu Fri Sat

1

3 4

5

12 p.m.: Decedent’s Final Tax Return: The Client Died but You Didn’t: Time for Action (2 hrs.)

6


12 p.m.: M&A Overview: The Corporate Divestiture Process and the Role of Accounting Professionals (2 hrs.)

2 p.m.: Business Succession: Failure to Plan is Planning to Fail (2 hrs.)

7

10 a.m.: PPC 101: Materiality, Sampling, Scoping, Test of Controls (2 hrs.)

12 p.m.: Introduction to Accounting for Deferred Income Taxes (2 hrs.)

8

10 11


12 p.m.: Capitalization: Improvements (2 hrs.)

2 p.m.: Charitable Contributions: Not Nearly as Simple as it May Sound (2 hrs.)

12

9 a.m.: Partnerships and LLCs: From Formation to Liquidation (8 hrs.)

12 p.m.: Polish Your Presentation Skills: Best Practices of Dynamic Presenters (2 hrs.)

2 p.m.: The Accountant as Most Trusted Advisor: Expanding Your Practice Beyond Compliance Work (2 hrs.)

13

9 a.m.: Fundamental Audit Strategies (8 hrs.)

12 p.m.: A CPA’s Independence: Compliance With the Professional Code of Conduct and Practical Considerations (2 hrs.)

2 p.m.: Quarterly SEC and PCAOB Update-Q3 2017 (1 hr.)

14

10 a.m.: Ethics for Tax Professionals (2 hrs.)

12 p.m.: SMART Tools: Risk Assessment (2 hrs.)

15

17 18

10 a.m.: M&A Due Diligence: Tapping the Strengths of Accounting Professionals (2 hrs.)

12 p.m.: Monthly Accounting Alert (1 hr.)

1 p.m.: Monthly Corporate Tax Update (1 hr.)

2 p.m.: Excel Analysis Tools (2 hrs.)

19

10 a.m.: Key Considerations in Auditing Revenue (2 hrs.)

12 p.m.: SMART Practice Aids Functionality: Field Work and Risk Assessment (1 hr.)

20


12 p.m.: Understanding the FASB’s New Standard on Leases (2 hrs.)

2 p.m.: Preparing Form 990 (2 hrs.)

21

10 a.m.: Capitalization: Dispositions (incl. partial) of MACRS Property (2 hrs.)

12 p.m.: Lean Six Sigma: Tools for Enhancing Audit Productivity (2 hrs.)

22

24 25

10 a.m.: Internal Controls for Nonprofits (2 hrs.)

12 p.m.: Revenue From Contracts With Customers: An Overview (2 hrs.)

2 p.m.: Farm Tax Update (2 hrs.)

26

9 a.m.: Performing Effective and Efficient Single Audits (8 hrs.)

10 a.m.: Monthly Tax Alert (2 hrs.)

27

10 a.m.: Creating Compelling Financials and Analyses Using Excel and Dashboards (2 hrs.)

2 p.m.: Home Ownership from A to Z (2 hrs.)

28

9 a.m.: S Corporations: From Formation to Liquidation (8 hrs.)

10 a.m.: Goodwill: Who Owns It, the Individual or the Business? (2 hrs.)

12 p.m.: Initial Audit Engagements (2 hrs.)

29

31

LEARNLIVECREATE AND ARCHIVE YOUR OWN WEBINARS

FOR MORE INFORMATION, VISIT LEARNLIVE.COM OR CALL 206.225.2920

LearnLive automates the creation, delivery, management and certification of accredited eLearning programs for professionals including accounting, legal and finance.

• Part of the Checkpoint Learning suite of CPE and training solutions• Real-time learning management • Eliminates manual administration, excessive travel and redundant

efforts due to schedule conflicts• Allows for limitless virtual content repurposing• Includes Compass™ integrated learning management system,

Compliance Tracking™ automated compliance manager, Connect™ webinar delivery platform with streaming and video plus archiving and Capture™ course authoring tool

INTERACTIVE ONLINE COURSESONLINE AND IPAD-ENABLED CPE COURSES

FOR MORE INFORMATION, CALL 800.231.1860.

The Checkpoint Learning Online Course library includes more than 600 interactive online courses and 2,700 credits of CPE training available exclusively on the Checkpoint Learning platform.

Online Course Content meets the CPE requirements for CPAs in all 50 states with more than 50 ethics courses to meet mandatory CPA ethics requirements and is approved CPE for Enrolled Agents.

• Over 25 years of experience as a technology-based CPE provider • Highly intuitive, easy-to-use course interface• Courses available online or can be downloaded

• Courses optimized for tablet view on your iPad mobile device• Always remembers your place — courses don’t need to be completed

in one sitting • Automatic course grading and instant certificate of completion

Checkpoint Learning (formerly “Practitioners Publishing Company”), MicroMash and PASS Online are registered with the National Association of State Boards of Accountancy (NASBA) as sponsors of continuing professional education on the National Registry of CPE Sponsors. Checkpoint Learning, MicroMash and PASS Online are approved for QAS Self Study delivery method.

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

Checkpoint Learning, MicroMash and PASS Online are IRS approved continuing education providers and offer several courses that are accredited to IRS PTIN holders (including Enrolled Agents).

Checkpoint Learning is an approved California Tax Education Council (CTEC) continuing education provider and offers several courses that are eligible for credit for CRTPs. Visit cl.tr.com for more CTEC specifics.

cl.tr.com | 800.231.1860


ONLINE COURSES


PREMIER AND PREMIER PLUS PACKAGES: Subscription Packages include UNLIMITED access to all online and mobile courses. Details: page 28.

39

Introduction to Bank Auditing and Accounting: II

Introduction to SEC ReportingManaging an Accounting DepartmentNon-GAAP Financial Measures Preparing and Reporting on Personal Financial Statements

Preparing Personal Financial StatementsReal Estate Financing and InvestmentRevenue Recognition: FundamentalsRevenue Recognition: Rules and Standards

Sarbanes-Oxley: Benefiting From Compliance

SEC Initial Public Offerings (IPOs): An Introduction

SEC Reporting SEC Reporting: Preparing Management’s Discussion and Analysis

Segment Accounting and ReportingSmaller Companies’ Access to Capital: The SEC's New Rules

SSARS 21: Comprehensive Analysis of the Compilation and Review Standards

Structuring Intellectual Property Transactions

Sustainability Accounting and ReportingTerrorist Activity: Track It Using Forensic Accounting

Best Practices for an Effective and Efficient Employee Travel, Entertainment and Expense Reimbursement Function

Business Combinations, Goodwill and Other Intangible Assets

Cash Flow Statements (FASB ASC 230)Comprehensive IncomeCorporate Financial Reporting IssuesCurrent Developments: Accounting and Financial Reporting

Earnings per Share (Topic 260)Effects of the New Overtime Rules Employee Benefit Plans I: Accounting Principles

Fair Value Measurement: An Introduction to Fair Value Measurements and Disclosures (FASB ASC 820)

FASB Accounting Standards Updates: 2016

Financial Management OverviewFinancial Management: Budgeting and Forecasting

Financial Reporting for Private Companies

Financial Statement Analysis Techniques

Financial Statement Disclosure: Common Issues

Forensic Accounting GAAP Guide: Advanced TopicsGAAP Guide: Income Statement and Financial Analysis

GAAP Guide: The Balance SheetGAAP Reporting: Revenue and ExpensesIFRS and a Comparison With U.S. GAAPIntroduction to Bank Auditing and Accounting: I

ACCOUNTING2016 FASB Updates to Revenue Recognition

A Best Practice Electronic Payment Fraud Avoidance Program

A New Era for Top-Line Reporting: Preparing for New Revenue Recognition Guidance

Accounting and Auditing Real Estate Transactions

Accounting Changes and Error CorrectionsAccounting for Business Combinations Accounting for Derivatives and Hedging Activities

Accounting for Farms and RanchesAccounting for Income Taxes With Case Study

Accounting for Investments in Debt and Equity Securities

Accounting for Investments: Equity Method Including Consolidations

Accounting for LeasesAccounting for LiabilitiesAccounting for PensionsAccounting for Share-Based Compensation

Accounting for Stock-Based Compensation

Accounting for Uncertainty in Income Taxes: FASB ASC 740-10

Accounting Overview for Tax ProfessionalsAccounting Update 2016Activity-Based Costing (ABC)Advanced Forensic Accounting An Overview of the Impact of IFRS Convergence on Private Entities

Analysis of the Corporate Annual ReportAP Worst Practices, Better Options and IC Issues, External

AP Worst Practices, Better Options and IC Issues, Internal

Balance Sheet and GAAP ReportingBar and Restaurant Financial Statement Presentation Including Measurement and Disclosure Issues

Basic Interview Techniques for Forensic Accountants

Accounting for Credit Losses New! 3 CPE Credits | Accounting

Paul Munter, PhD, CPA and Kurt Oestriecher, CPA discuss the guidance in 2016-01 on recognition and measurement of financial instruments before reviewing the changes to accounting for credit losses in the ASU 2016-13 guidance.

Using Infographics in Accounting Reports New! 1 CPE Credit | Specialized Knowledge

Infographics are increasingly being used in business as a tool to present information and data to the intended user in a fast and clear manner. While infographics were traditionally associated with product marketing, they are now being used more widely in other areas of business, including accounting and finance. This course provides a look at how data visualization has evolved through different eras of civilization and is now used as infographics in business and accounting.

cl.tr.com | 800.231.1860


ONLINE COURSES



40

Audits of Group Financial Statements New! 1 CPE Credit | Auditing

This introductory course covers special considerations for audits of group financial statements, in particular those that include component auditors. It also applies to all audits of group financial statements whether or not different auditors are involved in the audit.

Internal Audit 101: Building the Internal Audit Function

Internal Control and Fraud DetectionInternal Controls for Auditors and Managers: Evaluation

Internal Controls: Theory and PracticeIntroduction to Big DataIntroduction to Fraud AuditingIntroduction to Fraud Symptoms and Detection

Investment Fraud: Ponzi Schemes and Advance Fee Fraud

Investment Fraud: Prime Bank Fraud, Promissory Note Fraud and Broker Fraud

Monitoring Internal ControlOverview of SSARS No. 21PCAOB 1301 and 2820: Communications With Committees and Evaluating Consistency

Uncommon Reporting Items, Statement of Cash Flows and Tax Basis Financial Statements

Understanding and Analyzing Financial Statements

Vendor Data and Compliance Issues: Vetting Vendors

ACCOUNTING, GOVERNMENTALAccounting for Governmental Assets and Liabilities

GASB 34 Basic Financial Statements for State and Local Governments

GASB Pension Standards Overview GASB Statement No. 54: Fund Balance Reporting and Governmental Fund

Government Accounting PrinciplesGovernmental Financial Reporting Governmental Special Purpose Reporting

Internal Control Over Governmental Financial Reporting

Local Government Budgeting: A Practical Approach for Fiscal Management

Overview of Governmental Accounting Specialized Accounting of Governmental Entities

State and Local Governmental Performance Management

Trends in Governmental Accounting ADMINISTRATIVE PRACTICEA Complete Guide to InvestingPersonal Financial Planning

AUDITINGAdvanced Fraud Techniques Analytical Fraud DetectionApplication of COSO for Smaller Companies

Audit Sampling Audit Workpapers: Fieldwork Basics Auditing DevelopmentsAuditor's Response to Fraud Risk Assessment

Audits of Group Financial StatementsClarity Project: Significant Changes to Auditing Standards

Compilation and ReviewCompilation and Review Guide: Preparation

Compilation and Review Guide: Reviews Compilations: An Overview Computer Fraud: Detection and Deterrence

COSO 2013Cyber Risk and the Internal AuditorEmployee Benefit Plans II: Auditing Considerations

Forensic Accounting: An OverviewFraud 101: A Basic Prevention Guide for Small Businesses

Fraud 101: Occupational Frauds Against Organizations

Fraud 101: Fraudulent Financial Reporting

Fraud 101: Misappropriations Fraud Auditing and InvestigationFraud I: PreventionFraud: Who Commits It and Why Does It Occur?

GAAS Guide: Audit Programs GAAS Guide: Evidence and Procedures GAAS Guide: Internal Control GAAS Guide: Planning GAAS Guide: Reporting GAAS Guide: SamplingGAAS Guide: StandardsHow to Audit Your AuditorIncreasing the Value and Suppressing the Risk of Third-Party Relationships: Auditing

Information Technology Auditing

Sales and Use Tax: Conducting the Sales and Use Tax Audit New! 2 CPE Credits | Auditing

The primary objective of a sales and use tax audit is to determine, with the least possible expenditure of time, whether the business selected for audit has paid the correct measure of tax. This interactive self-study course addresses how a taxpayer would pre-pare for the audit by educating the taxpayer on how the audit is selected, how the state notifies the taxpayer of the audit and explains the period of time the sales tax audit will cover. Next, the course walks the taxpayer through the initial audit conference and the audit plan that the state will employ. In addition, the course explains the sales tax audit tests and procedures utilized by the state sales tax auditors. Finally, the audit closing conference that the state will hold with the taxpayer and how the tax-payer protests tax assessments by the state is discussed.

cl.tr.com | 800.231.1860


ONLINE COURSES



41

Business Law for Accountants: Contracts Foreclosure LawHarassment: Response, Prevention and Protection

BUSINESS MANAGEMENT AND ORGANIZATIONAdvising and Consulting to the Small Business

Benchmarking Strategies: A Tool for Profit Improvement

Business Strategies for Competitive Advantages

Cash Flow: Managing the Lifeblood of the Organization

Creating a Client Acquisition and Retention Plan

Financial Statement Analysis for Profit Improvement

How to Write a Business PlanI Am Supposed to Supervise These PeopleImplementing Best Practices Management Accounting: Tools for Making More Effective Business and Operating Decisions

PCAOB Auditing Standards: Audit of the Effectiveness of Internal Control Over Financial Reporting

PCAOB Auditing Standards: Risk and Materiality During Planning and Performing an Audit

PCAOB Auditing Standards: Supervision, Evidence, Supplemental Information and Evaluation of Results

PCAOB Audits: Gathering Evidence and Completing the Audit

PCAOB Audits: Internal Control StagePCAOB Audits: Planning and Risk Assessment Stage

Practice Issues: Compilation and Review Update

Preparing for a System ReviewPreparing for an Engagement Review Risk Assessment: Planning of a Financial Statement Audit

Sales and Use Tax: Conducting the Sales and Use Tax Audit

SAS 99: Consideration of Fraud in a Financial Statement Audit

The Detection and Prevention of Fraud in Financial Statements

The Fraud of Identity TheftUsing Audit Sampling for Evidence AUDITING, GOVERNMENTALAudits of State and Local GovernmentsAudits of States, Local Governments and Nonprofit Organizations

GAO Standards: Yellow BookGrants Management Internal Control and Fraud in Governmental and Nonprofit Entities

OMB Circular A-133: The Single AuditSingle Audits of Governmental and Nonprofit Entities

Yellow Book and Single Audit Deficiencies

BEHAVIORAL ETHICSCPAs in Trouble: Ethical Considerations The Strength Behind Board of Directors: Accountability and Oversight

BUSINESS LAWAvoiding Post-Retirement InsolvencyBankruptcy Law

Managing Partners and Professionals Managing What People Say About Your CPA Firm

Maximizing Virtual Workspace at a Client’s Site

Payroll Outsourcing Project Management Essentials for the CPA

Quality Control for CPA FirmsStriving for Outstanding Customer Service: The Road to Growth

Techniques of Financial Analysis, Modeling and Forecasting

COMMUNICATIONS AND MARKETINGEffective Problem Solving Emails, Texts and Tweets: Keeping it Professional

Grammar Bootcamp for ProfessionalsLeadership and Team BuildingPowerful Presentations: How to Build and Deliver

Public Speaking for AccountantsCOMPUTER SOFTWARE AND APPLICATIONSAccounting Apps for Your BusinessAdvanced Techniques For QuickBooksCloud Computing: Doing Business in the Cloud

Cyber LiabilityCyber Security to Protect Your Company and Your Clients

Getting Started With Microsoft Excel 2010Getting Started With PowerPoint 2010 With Lots of Tips and Tricks

Getting Started With Windows 10Is Microsoft Office 365 Right for Your Business?

Microsoft Access 2010: Introduction to Access 2010 With Lots of Tips and Tricks

Microsoft Access 2013: Introduction to Access 2013

Microsoft Excel 2007: Moving, Copying and Filling Cells With Lots of Tips and Tricks

Microsoft Excel 2007: Useful Functions for CPAs With Lots of Tips and Tricks

Microsoft Excel 2007: Working With Formulas and Functions With Lots of Tips and Tricks

Excel Courses Computer Software and Applications

Increase your productivity with Microsoft® Excel 2016. These courses provide an overview with the latest version of Excel. Through these courses you will learn charting techniques and how to analyze data using PivotTables. It also introduces useful functions such as lookup functions, financial functions, text and logical functions.

Microsoft Excel 2016: Creating and Formatting Charts Microsoft Excel 2016: Getting Started Microsoft Excel 2016: Getting Started With PivotTables and PivotCharts Microsoft Excel 2016: Useful Functions for CPAs Microsoft Excel 2016: Working With Formulas and Functions

cl.tr.com | 800.231.1860


ONLINE COURSES



42

QuickBooks: Solutions to Commonly Encountered Problems

QuickBooks: Working With and Reporting Client Data

Storage Strategy in the CloudTechnology Add-Ons to Increase Productivity

The Internet of Things and Its Impact on Business

XBRL: The Present and Future of Business Reporting

FINANCE101 Financial Solutions: Diagnosis and Remedy

An Introduction to myRAsCapital BudgetingCapital Budgeting and ManagementFinancing Options for BusinessMANAGEMENT SERVICES21st Century Standards and Practice for Boards of Directors

A Practical Guide to Mergers, Acquisitions and Divestitures

Analyzing Financial Statements for Profit Improvement

Analyzing Today’s Business Operations Analyzing Today’s Business Operations: Analyzing the Accounting Function

Analyzing Today’s Business Operations: Cost Reduction Analysis

Analyzing Today’s Business Operations: Customer Service and Cash Conversion

Analyzing Today’s Business Operations: Operating and Internal Controls

Analyzing Today’s Business Operations: Operational Reporting Considerations

Analyzing Today’s Business Operations: Organizational Structure and the Role of Management

Analyzing Today’s Business Operations: Setting Up For Success

Analyzing Today’s Business Operations: The Sales Function

Building a Millennial Accounting Office New!

Building Effective Planning and Budgeting Strategies

Corporate Controllership Corporate Financial Management

QuickBooks Pro 2015: Setting UpQuickBooks: Integrating Other Applications

QuickBooks: Solutions to Commonly Encountered Problems

QuickBooks: Working With and Reporting Client Data

Storage Strategy in the CloudTechnology Add-Ons to Increase Productivity

The Internet of Things and Its Impact on Business

XBRL: The Present and Future of Business Reporting

Microsoft Word 2010: Getting Started With Word With Lots of Tips and Tricks

Microsoft Word 2013: Getting Started With Word 2013


QuickBooks Pro 2013QuickBooks Pro 2014QuickBooks Pro 2015: Middle GameQuickBooks Pro 2015: Opening MovesQuickBooks Pro 2015: Setting UpQuickBooks: Integrating Other Applications

Microsoft Excel 2010: Creating and Formatting Charts With Lots of Tips and Tricks

Microsoft Excel 2010: Working With Formulas and Functions With Lots of Tips and Tricks

Microsoft Excel 2013: Getting Started With Excel Using a Touchscreen

Microsoft Excel 2013: Useful Functions for CPAs

Microsoft Excel 2013: Working With Formulas and Functions

Microsoft Excel 2013: Creating and Formatting Charts

Microsoft Excel 2013: Getting Started With Excel

Microsoft Excel 2013: Getting Started With PivotTables and PivotCharts

Microsoft Excel 2013: Working With Data Ranges and Tables

Microsoft Excel 2016: Working With Data Ranges and Tables

Microsoft Excel 2016: Creating and Formatting Charts

Microsoft Excel 2016: Getting StartedMicrosoft Excel 2016: Getting Started With PivotTables and PivotCharts

Microsoft Excel 2016: Useful Functions for CPAs

Microsoft Excel 2016: Working With Formulas and Functions

Microsoft PowerPoint 2007: Getting Started With PowerPoint 2007 With Lots of Tips and Tricks

Microsoft PowerPoint 2013: Getting Started With PowerPoint

Microsoft Word 2007: Getting Started With Word 2007 With Lots of Tips and Tricks

Microsoft Word 2010: Getting Started With Word With Lots of Tips and Tricks



QuickBooks Pro 2013QuickBooks Pro 2014QuickBooks Pro 2015: Middle GameQuickBooks Pro 2015: Opening Moves

Managing Stress in a Stressful Work Environment New! 1 CPE Credit | Personal Development

This course takes on the devastating potential of workplace stress. With the impact far reaching, job stress affects the one who is directly impacted as well as those around that person. The manager, team leader or business owner should not ignore the consequences of an environment that fosters or ignores the stress of the workers. Productivity and financial success are dependent on a healthy workforce. This course goes beyond describing stress triggers by providing coping mechanisms for individuals who experience stress in the workplace.

cl.tr.com | 800.231.1860


ONLINE COURSES



43

PERSONNEL / HRManaging a Virtual TeamREGULATORY ETHICS2017 Ethics for Virginia CPAs Coming Soon!2017 Ethics for Washington CPAs2017 Personal and Professional Ethics for North Carolina CPAs

California Rules and RegulationsColorado Rules and RegulationsEthics for California CPAsEthics for Connecticut CPAsEthics for CPAsEthics for CPAs and Tax ProfessionalsEthics for Delaware CPAsEthics for Enrolled AgentsEthics for Mississippi CPAsEthics for New Hampshire CPAsEthics for New York CPAsEthics for New York Tax ProfessionalsEthics for Ohio CPAsEthics for South Carolina CPAsEthics for Tax ProfessionalsEthics for Tennessee CPAs Ethics for Utah CPAs New!Ethics for Vermont CPAsEthics: General Standards and Acts Discreditable New!

Independence Requirements for CPAs Independence, Integrity and ObjectivityOregon Rules and RegulationsPersonal and Professional Ethics for Florida CPAs

Personal and Professional Ethics for Louisiana CPAs

Personal and Professional Ethics for Texas CPAs

Personal and Professional Ethics for Texas CPAs (Video)

Professional Ethics for Arizona CPAs Professional Ethics for Arizona CPAs (2 hrs.)

Professional Ethics for Hawaii CPAsSOCIAL ENVIRONMENT OF BUSINESSBranding Yourself and Your Firm Using LinkedIn

SPECIALIZED KNOWLEDGE 9 Must-Have Skills for Every CFO

Quarterly Tax Update Winter 2017 New! 2 CPE Credits | Taxes

In this course, Ian Redpath and Brian O Sullivan take a fast-paced and sometimes lighthearted look at recent developments in taxation related to IRS debt collection practices, tax fraud, S corporation distributions, consistency doctrine and a few other items. Additionally, Ian and Greg Urban look at estate basis reporting and the issues surrounding consistency in that reporting.

Cost Management: Accounting and Control

Enterprise Risk Management How to Become the Best: Lessons to Learn From Great Companies

How to Start a BusinessManagerial Cost Accounting for Decision Making

Managing Your Clients and CPA Services Performing the Operational Review for Results

Strategic Management Total Cash ManagementWinning the Cash Conversion Game: Operating on Other People’s Money

PERSONAL DEVELOPMENTBottom-Line LeadershipDelegating to Financial EmployeesEffective Writing for AccountantsEssential Coaching SkillsInfluencing People in Organizations: The Leadership Imperative Overview and Basic Concepts

Introverts and Extroverts at Work Managing Stress in a Stressful Work Environment New!

Meetings That MatterMoral Leadership and Character Development

Retirement Planning for Expatriates to Central Americans

Accounting for Banks and Other Financial Institutions

Audits of 401(k) Plans Construction Contractors: Real-World Guide to Accounting and Auditing

CPA Services in Divorce and Family Law CPAs’ Guide to Privacy Law Compliance and Data Protection

CPAs’ Role in MediationData Privacy and Encryption Eldercare: Surviving Retirement and the Costs of Aging

Fraud Prevention for Physicians Introduction to Business Valuation and Use of Comparables

Introduction to Investment CompaniesIntroduction to Securities Broker/DealersIntroduction to the Food and Beverage Industry

Introduction to the Health Care IndustryIntroduction to the Media IndustryIntroduction to the Pharmaceutical Industry

Lost Profit Damage Calculation Negotiating Skills for CPAsNot-for-Profit AccountingNot-for-Profit Accounting and Reporting Made Simple

Real Estate Taxation: Acquisition and Operations

Real Estate Taxation: Dispositions Spreadsheet Best Practices: Roadmap to Reduced Risk

The Basics of Health Care Accounting and Auditing

Uniform Prudent Management of Institutional Funds Act

Using Infographics in Accounting Reports New!

Utilization and Performance of Health Care Accounting and Auditing

Valuation Methods: The Normalization of Earnings

Virtual Currency as an Economic Exchange in the Future

What Happens When Baby Boomers Retire

cl.tr.com | 800.231.1860


ONLINE COURSES



44

Corporate Tax UpdateCorporate TaxationDepreciation: Modified ACRSEmployee Benefit Plans: IntroductionEmployment Tax AuditsEntity ComparisonsEstate Planning for the Small and Midsized Estate

Estates and TrustsExecutive Compensation Federal Gift Tax (and the GST Tax)Fiduciary Income Distribution and Beneficiary Taxation

Fiduciary Law and Accounting MechanicsFiduciary Taxation IntroductionFinancial Planning for Higher Educ. CostsForeign Bank Account BluesForm 1040: A Practical Guide Form 1040: Adjustments to Income Form 1040: Basic Principles and General Filing Requirements

Form 1040: Business Income Form 1040: Deductions From Adjusted Gross Income

Form 1040: Gains and Losses From Sale of Property

Form 1040: Gross Income Form 1040: Income and Other Taxes Form 1040: Other Income Form 1040: Penalties and Other Issues Form 1040: Rental and Pass-Through Income

Form 1040: Tax Credits Form 1040: Tax Payments Form 1041: A Practical Guide Form 1065: A Practical Guide Form 1065: Balance Sheet and Reconciliation

Form 1065: Deductions and Credits Form 1065: Distributions Form 1065: General Filing Considerations Form 1065: Income and Cost of Goods Sold

Form 1065: Partner’s Capital Accounts and Share of Income or Loss

Form 1065: Partnership Classification and Definitions

TAXES1040NR Nonresident Alien 2016 Corporate Tax Update 2016 Individual Tax Overview 2016 Individual Tax Update 2016 Specialized Tax Update 49 More Ways to Reduce Taxes for Individuals

49 Tax-Cutting Moves for Small Businesses and Their Owners

49 Tax Smart Tips for Retirement Savers 49 Ways to Reduce Taxes for Individuals and Make Them Clients for Life

Alternative Minimum TaxAn Introduction to U.S. and Canada Cross Border Tax Issues

An Overview of Abusive Tax TrustsAsset Protection: Tax and Financial Aspects

Base Erosion and Profit SharingBenefits and Disadvantages of Health Savings Accounts

Blazing a Trail With Clients in the Legal Marijuana Industry

C Corp Schedule M-3 2015 1120C Corp Schedule M-3 2015 SimulationC Corporations: Income Tax ReportingC Corporations: Overview of Corp. Income Tax

C Corporations: Tax Depreciation and Amortization

Capital Gains and LossesCapitalization of Tangible Assets Regulations

Changing Accounting MethodsChoosing the Right Entity and Getting Cash Out of It

Claiming Medical Expenses for Baby Boomers

Commercial Bank Taxation and Regulatory Issues: Introduction

Community Property TaxationConsolidated Tax Returns: Advanced Topics

Consolidated Tax Returns: IntroductionCorporate Organization and Operations Corporate Reorganizations, Divisions and Liquidations

Form 1065: Partnership Loss Limitations Form 1065: Partnership Terminations and Transfers

Form 1065: Self-Employment Tax and State Tax Issues

Form 1120: A Practical Guide Form 1120: Balance Sheet and Other Schedules

Form 1120: Cost of Goods Sold Form 1120: Deductions Form 1120: Depreciation Form 1120: Filing Requirements for Corporations

Form 1120: Gross Income Form 1120: Information Items Form 1120: Personal Service Corporations Form 1120: Taxes and Credits Form 1120S: A Practical Guide Form 1120S: Balance Sheets, Schedules M-1, M-2 and M-3

Form 1120S: Cost of Goods Sold Form 1120S: Deductions Form 1120S: Distributions Form 1120S: Income Form 1120S: Pro Rata Share Items Form 1120S: Requirements and Qualifications

Form 1120S: Tax Compliance Issues Form 1120S: Taxes and Payments Form 1120S: Terminations and RevocationsForm 990: A Practical Guide Form 990-PF: A Practical Guide Fundamentals of International Tax I: Subpart F and CFCs

Fundamentals of International Tax II: Foreign Tax Credit and the FPHCo

Health Care Tax Tips Hottest Tax Topics for 2016 — 2017Individual Income Tax: Above-the-Line Deductions

Individual Income Tax: Capital Gains, Pass-Through Income and Other Income

Individual Income Tax: DepreciationIndividual Income Tax: Earned IncomeIndividual Income Tax: Itemized Deductions

cl.tr.com | 800.231.1860


ONLINE COURSES



45

Individual Income Tax: OverviewIndividual Income Tax: Schedule C, E and F Expenses

Individual Income Tax: Taxes, Credits and Penalties

Individual Tax Planning for Your Client’s Well-Being

Interest Deduction RulesInternational Taxation: Foreign Account Tax Compliance Act (FATCA)

International Taxation: Foreign Investment in U.S. Real Estate

International Taxation: Inbound Transactions

International Taxation: Outbound Transactions

Introduction to International Taxation Introduction to Partnerships and LLCsIntroduction to the Tax Increase Prevention Act of 2014

IRAs: ContributionsIRAs: DistributionsLLCs and LLPs: Rules for Limited Liability Entities

Mastering IRC Section 401(k) Plans Maximizing Deductions for College-Bound Families

Multistate TaxationNet Investment Income TaxObamacare: Employer MandateObamacare: Individual MandateOil and Gas Taxation: Comprehensive Analysis

Ordering IRS Tax Forms and Becoming an Authorized e-File Provider

Overview of Federal Income Taxation Partnership Taxation: AdvancedPartnership Taxation: FundamentalsPartnerships and LLCs: Large ClientsPartnerships: Large ClientsPassive LossesPractical Asset Protection Strategies for Older Clients: Estate and Income Tax Planning

Practical Asset Protection Strategies for Older Clients: Health Care, Disability and Competency

Practical Asset Protection Strategies for Older Clients: Income Security and Legal Protections

Purchasing and Selling a BusinessQualified Domestic Production Deduction: A Practical Guide

Quarterly Tax Update Winter 2017 New! Real Estate Investment Trusts: A Thorough Overview

Real Estate Investment Trusts: A Deeper Dive

Real Estate Taxation: Acquiring and Operating Rental Houses

Real Estate Taxation: Acquiring Apartments, Office Buildings and Shopping Centers

Real Estate Taxation: Financing Real Property Purchases and Holding Raw Land

Real Estate Taxation: Limitations on Deducting Losses

Real Estate Taxation: Sales and Other Dispositions

Repairs or Capitalize?Representing Taxpayers Before the IRSResidential Real Estate: Income and Expenses

Residential Real Estate: Installment SalesResidential Real Estate: Passive Activity and At-Risk Rules

Retirement Income TaxationS CorporationsS Corporations: Pass-Through Items and Basis Adjustments

Servicing Your Closely Held Business Clients

Small Business Exception for Accounting Method Changes Related to Repair Regulations

Small Business Schedule C and F ExpensesState and Local Taxes Subchapter C: Corporate ReorganizationsSubchapter C: Distributions and Redemptions

Subchapter C: Fundamentals of Corporate Taxation

Tax Accounting Methods and PeriodsTax Considerations for Members of the Clergy

Tax Considerations for Not-for-Profit Organizations

Tax Incentives for Paying and Saving for College Expenses

Tax Practice and Procedure Fundamentals: Tax Resolution and Solving IRS Issues

Tax Refund Fraud Perpetrated by Identity Theft

Tax Research: Case AnalysisTax Research: Court Interpretations and Citator

Tax Research: Tax Law and Treasury Interpretations

Tax Strategies for Clients During Their Golden Years

Tax Strategies for Middle-Income HouseholdsThe ABLE Act: Achieving a Better Life Experience Act of 2014

The Affordable Care Act: A Practical Guide The Ultimate Guide to Retirement PlanningTop Red Flags for an Audit Transfer Pricing FundamentalsUnderstanding ACA Regulations and Form 1095-C

Understanding Pension and Profit-Sharing Plans

Understanding Schedules M-1 and M-2 on Forms 1120 and 1120S

Uniform Capitalization RulesValue-Added Tax (VAT): A Global View

SELF-STUDY COURSESPRINT-BASED CPE COURSES

FOR MORE INFORMATION, VISIT CL.TR.COM OR CALL 800.231.1860

Practitioners Publishing Company (PPC) and RIA are a part of Checkpoint Learning. Quickfinder is a part of Gear Up.

Checkpoint Learning and Gear Up are registered with the National Association of State Boards of Accountancy (NASBA) as sponsors of continuing professional education on the National Registry of CPE Sponsors. Checkpoint Learning is approved for group live, group internet based and QAS Self Study delivery methods. Gear Up is approved for group live and QAS Self Study delivery methods. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

For taxation and other applicable subjects, Checkpoint Learning and Gear Up are registered California CTEC providers. See website for specific courses.

Checkpoint Learning and Gear Up are IRS-approved continuing education providers and offer several courses that are eligible for credit for IRS PTIN holders (including Enrolled Agents).

Unless otherwise stated, no other prerequisites or advanced preparation are required. For more CPE information, including descriptions, learning objectives and administrative policies, visit cl.tr.com.

Self-Study Courses allow you to learn on your own time and at your own pace.

• Preview over 85 downloadable courses for free.• Get 24/7 access to online grading for downloadable courses.• PPC self-study courses relate directly to PPC guides and are available in both print and

electronic forms. • The annual Federal Tax Review is a must-have for RIA® customers. • Quickfinder income tax training courses are a great way to teach and test new tax preparers.• The Checkpoint Learning print-based self-study product line includes both manuals and DVDs

that work for either individual use or group study.


SELF-STUDY

PREMIER AND PREMIER PLUS PACKAGES: Both Premier and Premier Plus subscription packages include UNLIMITED access to all PPC Self-Study courses/exams. Details: page 28.

QUANTITY DISCOUNT: PPC Self-Study courses: Save 5% on three, 10% on four or 15% on five or more courses purchased in a single transaction. No expiration.


RIA® FEDERAL TAX REVIEW SELF-STUDY COURSERELY ON RIA’S MUST-HAVE FEDERAL TAX REVIEWThe RIA Federal Tax Review 2017 CPE course is comprised of three parts: Individual Taxes (8 credits), Special Situations (9 credits) and Business Taxes (10 credits). A general refresher in federal taxation, this course will reinforce basic tax law interpretations and keep you up-to-date on the most important changes for both the 2016 and 2017 tax years. Grading fee of $99 for each module with discounts available if you complete two or all three modules — see website for details.

1040 INCOME TAX PREPARATIONDT1TG16 | 10 CPE | BASIC | $99

FOR: ALL TAX PROFESSIONALS INCLUDING CPA, EA, CTEC

Based on the guidance found in the popular PPC Tax Deskbook Series, this course focuses on the preparation of individual tax returns and utilizes a key issue approach in covering topics ranging from filing status to exemptions, income and adjustments, personal deductions, tax calculations and tax planning opportunities.

ETHICS FOR TAX PROFESSIONALSDERTG16 | 2 CPE | BASIC | $39

FOR: ALL TAX PROFESSIONALS INCLUDING CPA, EA, CTEC

Understand rules and regulations governing the tax profession and the practical application of these rules in the daily operation of tax professionals’ businesses. This course covers IRS and AICPA requirements and standards and meets two-hour ethics requirement for EAs.

The above courses and all PPC Guide-related self-study courses are available as downloadable PDFs at cl.tr.com.

PPC® SELF-STUDY COURSESCPE RELATED TO PPC GUIDE TOPICS AND AVAILABLE TO SUPPLEMENT GUIDE USEWhat better way to meet your CPE requirements than to take courses related to the guidance you use every day? The following guides include related self-study CPE courses to optimize your use of the PPC approach and earn credit. Online grading is available through the Checkpoint Learning platform and provides real-time results.For more CPE information, visit cl.tr.com or call 800.231.1860. Unless otherwise noted, all courses are available in both print and electronic formats.

• Audit Risk Assessment ‡• Auditor’s Reports• Audits of Employee Benefit Plans• Audits of Financial Institutions ‡• Audits of Local Governments*• Audits of Nonprofit

Organizations*• Audits of Nonpublic Companies• Business Valuations ‡• Cash, Tax and Other Bases of

Accounting ‡• Compilation and Review

Engagements• Construction Contractors• GAAP• Homeowners’ Associations

• HUD Audits*• Nonprofit GAAP* ‡• PPC’s 1040 Deskbook• PPC’s 1041 Deskbook ‡• PPC’s 1065 Deskbook ‡• PPC’s 1120S Deskbook ‡• PPC’s 990 Deskbook ‡• Preparing Financial Statements• Preparing Governmental

Financial Statements*• Preparing Nonprofit Financial

Statements* ‡• Quality Control• Single Audits*• Write-Up Services ‡

* Eligible for Yellow Book CPE ‡ Electronic format only


SELF-STUDY

PREMIER AND PREMIER PLUS PACKAGES: Both Premier and Premier Plus subscription packages include UNLIMITED access to online grading for CPE credit for PPC, Quickfinder and RIA self-study courses. Details: page 28.

QUANTITY DISCOUNT: PPC Self-Study courses: Save 5% on three, 10% on four or 15% on five or more courses purchased in single transaction. No expiration.


CHECKPOINT LEARNING PRINT-BASED SELF-STUDY COURSES NEW!

AUDITING UPDATE 2017PBADUP17 | 2 CPE | $50

This year-in-review update of auditing issues begins with a look at guidance related to several topics: SAS No. 131, SAS No. 130 and SSAE No. 18, as well as the 2016 Center for Audit Quality Alert. The course then looks at PCAOB changes and the most recent audit issues that would impact a public accounting firm that audits only nonpublic entities.

AUDITS OF 401(K) PLANSPB401K17 | 8 CPE | $130

The purpose of this course is to assist the independent qualified CPA to properly conduct the work necessary in the audit of 401(k) defined contribution retirement plans. The course focuses on the unique ERISA and tax issues involved in the accounting, tax reporting and ultimately the auditing of the financial statements of 401(k) employee benefit plans.

COMPILATION AND REVIEW GUIDEPBCARDV16 | 11 CPE | $179

This interactive self-study course provides accountants with guidance on preparation, compilation and review engagements. Although there are fewer authoritative standards for these engagements, they far outnumber the quantity of audits performed each year. The standards and applicable guidance to these engagements are provided in the introductory chapter. The performance of preparation, compilation and review engagements is discussed, and separate chapters on reporting are included.

ETHICS FOR CPAsPBETCPDV16 | 4 CPE | $99

This interactive self-study course offers the CPA a good overview and refresher of the AICPA Code of Professional Conduct. The course covers the areas of independence, integrity, objectivity, general standards, adherence to GAAP and acts discreditable. It is designed to provide the CPA with a guide for identifying, evaluating and dealing with ethical dilemmas in addition to giving guidance on the laws, rules and regulations that govern the CPA profession.

Our print-based self-study courses with DVDs are a great option for those who want to have a printed manual for future reference. The self-study courses also lend themselves well to group study.

ETHICS IN TAX PRACTICE: FLORIDAPBETFLDV16 | 4 CPE | $99

CPAs who prepare tax returns and represent taxpayers before the IRS and Florida State tax authorities are subject to a variety of rules that regulate their professional conduct. In addition to observing the rules of practice established by the Florida Board of Accountancy, Florida CPAs must also follow rules of conduct imposed by the American Institute of CPAs (AICPA). The AICPA’s General Standards and Statements on Standards for Tax Services (SSTS) establish ethical standards for CPAs when practicing before any taxing authority — state, local or federal. Treasury Circular 230 governs those authorized to practice before the IRS. This course examines how these three sets of ethical guidance interact and fit together to provide a strong ethical framework for the CPA’s practice of preparing tax returns and providing tax advice in the State of Florida by explaining each document and how each relates to the other. For example, guidance in one document, such as Circular 230, may be incorporated by reference in another document that requires compliance with “all federal and state regulations” because Circular 230 is a “federal regulation.” While State rules are the foundation upon which all other rules must rest, not all rules addressing ethical tax practice are addressed in the rules of the Florida Board of Accountancy. Where a rule appears in the SSTS or in Circular 230, this course will examine the rule to determine its application as an ethical standard.

FORM 1040: A PRACTICAL GUIDEPB1040DV15 | 24 CPE | $289

This interactive self-study course primarily covers the principles of federal income taxation as they relate to individuals. The material has been organized and arranged in a format that is comparable to Pages 1 and 2 of Form 1040, with an expanded discussion of those areas that branch out to the more detailed schedules that accompany the basic form. The material is also designed to reinforce understanding of the conceptual framework of the individual federal income tax scheme while going beyond the mechanical aspects of compliance.

GAAP GUIDE: COMPLETEPBGAAPDV16 | 28 CPE | $319

This workbook consists of three courses covering the balance sheet, the income statement and financial analysis and advanced GAAP topics.

EBIA LEARNINGEMPLOYEE BENEFITS WEBINARS, SEMINARS AND CONFERENCE

FOR MORE INFORMATION, VISIT CL.TR.COM/ATTENDEBIA OR CALL 800.950.1216

Now available through Checkpoint Learning, EBIA’s seminars, webinars and annual conference cover a variety of employee benefits subjects, including health care reform, cafeteria plans, consumer-driven health care, COBRA, HIPAA and ERISA.

Our learning opportunities are designed for benefits professionals, including human resource and benefits managers, plan sponsors, TPAs, insurance professionals, attorneys, benefits consultants, government officials and accountants.

EBIA is now a part of Checkpoint Learning.

Checkpoint Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Checkpoint Learning is approved for group live, group internet based, and QAS Self Study delivery methods. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

Unless otherwise stated, no other prerequisites or advanced preparation are required. For more CPE information, including descriptions, learning objectives and administrative policies, visit cl.tr.com

50 cl.tr.com/AttendEBIA | 800.231.1860Catalog code: CCADM17


EBIA LEARNING

QUANTITY DISCOUNT: EBIA public seminars: Save 10% on additional registrations from the same firm when registering for a specific event in a single transaction.

EBIA WEBINARSEBIA webinars bring the latest employee benefits information to your conference room! Our instructors — employee benefits attorneys and other compliance professionals with many years of experience in the field —provide leading-edge analysis on a variety of pertinent topics.

WEBINAR SUITE ANNUAL SUBSCRIPTION Get company-wide access to EBIA live and recorded webinars! It's a great way to keep up with employee benefits developments at a time when so many changes are anticipated. With EBIA’s Webinar Suite, you can attend every live webinar and order any recording in EBIA’s library of recorded webinars. EBIA presents at least 24 live webinars throughout the year and maintains a library of recorded webinars for 12 months after the live presentation date (so there are generally another 20 – 24 recordings to choose from at any given time). It’s truly a cost-effective solution for employee benefits training! LIVE WEBINARS Our live webinars are presented on WebEx and include question and answer sessions in each event. After the live webinar, you also have access to the recording, viewable as many times as you wish for 60 days.

Most EBIA webinars take place from 12:00 – 2:00 p.m. CT. Online registration ends midnight CT the day before the webinar, or call 800.231.1860 to register up through one hour prior to start time.

2 CPE Credits each (live webinars only)

RECORDED WEBINARS If you missed a live webinar, choose the recorded version. Your recorded webinar will be available within 48 hours of your purchase and is viewable as many times as you wish for 60 days.

2017 WEBINAR SCHEDULE We’ve planned a full array of webinars across health plan, 401(k) plan and fringe benefits topics. The following webinars are scheduled for May through September:

May 18 — Group Health Plan SPDs: Content and Distribution May 24 — HIPAA Breaches: Preparation and Response June 15 — Administrative Services Agreements for Group Health Plans June 21 — Group Health Plans Quarterly Update July 26 — 401(k) Fiduciary Rules: Whar’s New and What’s Next? July 27 — Stop-Loss Insurance for Self-Insured Health Plans August 10 — The “Other” Discrimination Rules: Title VII, Section 1557 and More August 16 — Heath Savings Accounts and Consumer-Driven Health Care: What’s New and What’s Next? September 14 — HIPAA Business Associate Contracts: Due Diligence, Upstream Liability and More September 27 — Group Health Plans Quarterly Update

WEBINARS $289 per webinar

Custom webinars are also available! Contact Barbara Marino at 800.387.1120 to learn more.

EBIA SEMINARSThe following EBIA seminars are intermediate-level.

2017 SEMINAR TOPICSHealth Care Reform: What's Next?Our experts will be ready with an in-depth look at proposed changes and how they may affect the health plans you sponsor, administer or advise. Fully updated for 2017.

Cafeteria PlansWe’ll walk you through all aspects of cafeteria plan design and administration, including elections, nondiscrimination, dependent care assistance programs and health flexible spending arrangements.

ERISA Compliance for Health and Welfare PlansERISA litigation marches on — and with it, the risk of fiduciary liability for plan sponsors and their service providers. This course provides the guidance you need to comply with ERISA’s requirements affecting plan documentation, employee disclosures, fiduciary responsibilities, third-party administration, claims and appeals and government reporting.

HSAs, HRAs and Consumer-Driven Health CareBenefit design continues to evolve. Have you considered the potential advantages — and compliance challenges — of plan designs that include Health Reimbursement Arrangements (HRAs), workplace Health Savings Accounts (HSAs) and wellness programs? This course explains the legal framework and practical tips for employers, service providers and their advisers. We'll also cover the new Qualified Small Employer HRAs.

HIPAA Privacy and SecurityHIPAA compliance is a top priority for health plans, TPAs and their advisors. We’ll deliver on the legal rules — and best practices for health plans and business associates — including use and disclosure, business associate contracts, breach notification and security risk assessments.

COBRA Compliance for Group Health PlansWho is entitled to COBRA and when? What about those all-important COBRA notices? We’ll guide you through these rules, plus the mechanics of COBRA elections, premium calculation and special issues for health FSAs and HRAs.

2017 SEMINAR DATES AND LOCATIONS Boston, MA: May 9 – 12 Minneapolis, MN: May 23 – 26 Dallas, TX: June 6 – 9 Seattle, WA: June 13 – 16 Chicago, IL: June 20 – 23

2017 SEMINAR RECORDINGS Available after August 15, 2017.

PRICING Full-Day Seminars $409 Half-Day Seminars $209 Attend All Four Days for $1,479

10% group discount on additional registrations; details below.

51 cl.tr.com/AttendEBIA | 800.231.1860Catalog code: CCADM17

EBIA LEARNINGEBIA LEARNING

19TH ANNUAL EBIA CONFERENCE

2017 Conference Session Topics• Highlights of Legislative and Regulatory Developments• Six Months In: Transition Planning and What Lies Ahead (Part I)• Benefits Litigation Update• Hot Topics for Cafeteria and Account-Based Plans• Wellness Programs: Privacy Implications• Designing and Implementing a HIPAA Breach Response Plan • Qualified Small Employer HRAs and Other Developments

Affecting HRAs • Excepted Benefits: Why They Still Matter• Q&A Panel: Cafeteria Plan Expenses, Elections and

Nondiscrimination • The “Other” Discrimination Rules: Title VII, ACA Section 1557

and More• Plan Design Trends: Skinny Plans, Narrow Networks and

Reference-Based Pricing• Six Months In: Transition Planning and What Lies Ahead (Part II)• Mergers and Acquisitions: Integration Challenges for Employers

and TPAs • Leaves of Absence: Implications for Cafeteria and Group Health

Plans• Advanced COBRA Issues

CPE Information

Level: Advanced Prerequisites: Knowledge of cafeteria plans and health and welfare benefits CPE Credits: 20 Field of Study: Specialized Industry

Pricing

First Registrant: $1,289 Additional Registrants in the same order: $1,160 each

Register: 800.231.1860

Conference Location Hilton La Jolla Torrey Pines 10950 North Torrey Pines Road La Jolla, CA 92037 815.233.0582

We have reserved a limited number of guest rooms at a group rate of $239 per night through June 18, 2017. (You may choose to upgrade to a room with a golf course view for $269 per night or to extend your stay subject to availability.)

Call the Hilton La Jolla Torrey Pines at 858.558.1500 and select extension "0" for in-house reservations. You will need the group code for conference attendees: TRM17.

Cut-off date for group rate reservations: If any guest rooms remain in the reserved block after June 18, 2017, the rooms will be released at that time.

ADVANCED CAFETERIA PLANS AND BENEFITS CONFERENCE IN SAN DIEGOJULY 12 – 14, 2017 | HILTON LA JOLLA TORREY PINES | 20 CPE CREDITS | $1,289

It’s a year of big changes. Here’s the best way to learn what you need to know, network with your peers and ask the experts your trickiest questions. A panel of leading attorneys at our annual summer conference will address advanced compliance issues for employer health and cafeteria plans, account-based plans and wellness programs. We’ll also cover the latest legislative and regulatory developments, plus best practices for plan design and administration. Don’t miss this information-packed conference.

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