South Carolina

CPASouth Carolina Association of Certified Public Accountants

2011 Spring CPE ScheduleAPRIL - JUNE

Any Way You Slice It – Quality and Variety CPE

2011 Spring CPE Schedule

Any Way You Slice It -Quality and Variety CPE

The South Carolina Association of CPAs is your full-service, one-stop shop for quality CPE. Inside this catalog you will find CPE options that are

designed to fit your knowledge, budget, schedule and preferred method of learning for the spring. Over the course of the year we offer:

w 11 Conferences from A&A to Tax with variety in between

w 5 Vacation Clusters across South and North Carolina

w 134 Seminars on A&A, consulting, ethics, management, and specialized knowledge

w 8 ACPEN/Business Professional’s Network satellites and webcasts

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

w 200 Live Webinars and Webcasts on a variety of topics

Stay Tuned – more new programs appear all the time. So, be sure to look for the most up-to-date listing of events in the online catalog at www.scacpa.org/coursecatalog. You can also find online a complete listing of CPE programs, including information on self-study and customized onsite training options, visit www.scacpa.org, Continuing Education tab. SCACPA membership really pays off with the Choice Card deal. As a SCACPA member you can get up to 40% off for SCACPA sponsored programs. Generally, you can pay for your membership with the savings from this great deal. And, in 2011, we are introducing the half Choice Card. This card has the same flexibility and savings as the Choice Card just with half the cost and half the coupons.

DIRECTIONSPlease log onto our website, www.scacpa.org/coursecatalogfor directions.

SEMINAR FEESPer Four Hour Seminar: Choice Card: $100 | Early Bird: $145 Member: $170 | Non-member: $225

Per Eight Hour Seminar: Choice Card: $200 | Early Bird: $210 Member: $235 | Non-member: $310

Satellite Seminar: Choice Card: $200 | Early Bird: $135 Member: $160 | Non-member: $235

SEMINAR TIMESAM Seminars: 8:00 – 11:30 am (Registration - 7:30 am);includes breakfast only

PM Seminars: 12:30 – 4:00 pm (Registration - 12:00 pm); includes boxed lunch only

8 Hour Seminars: 8:30 am – 4:00 pm (Registration - 8:00 am); includes breakfast and lunch

2 Hour Seminars: AM - 9:00 – 10:50 am (Registration - 8:30 am);meal not includedPM - 1:00 – 2:50 pm (Registration -12:30 pm);meal not included

Satellite Seminar: 10:00 am – 6:00 pm (Registration - 9:30 am); meals are not included

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

Confirmation: A confirmation will be sent via e-mail or mail when your registration is processed. In the event your confirmation is not received, please contact our CPE Team at (888) 557-4814, ext. 110 or 112 or cpe@scacpa.org.

Registration Modifications: Transfers made one week before event date will incur a $25 administrative fee. Cancellations received less than one week before the event forfeit the materials and entire registration fee. Substitutions are accepted up to the day of the event and are subject to fee adjustments based on membership status of substitute. No shows forfeit the materials and entire registration fee.

Special Requests: Please contact us as soon as possible for ADA requests at (888) 557-4814, ext. 110 and 112 or cpe@scacpa.org.

Questions, Modifications, or Requests: SCACPA CPE Team members are available Monday-Friday, 8:00 am – 5:00 pm at (888) 557-4814, ext. 110 and 112, or cpe@scacpa.org. Messages may be left 24 hours a day.

Things You Need to Know

APRIL APRIL 28Nonprofit Conference (413111)Credits: 8 Level: All Area: A&A/Tax/ManagementLeader: Various Location: Embassy Suites - ColumbiaFees: CC$200, EB$205, M$230, NM$305Electronic Materials Discount: $-25

MAYMAY 4CPA Day at the State House (LD050411)Credits: 2 Level: Update Area: Personal Development Leader: VariousLocation: Columbia Metropolitan Convention Center - ColumbiaFees: CC $NA, EB NA, M $50, NM $60

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

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

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

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

= Yellow Book

= CFP

= CFM

= CMA

LEGEND

= Calculator

= Satellite/Webcast

“Great Day! I enjoyed all the classes I attended, and

really liked the ‘choice’ format.”

“Beautiful facility, clean, great! I received a lot

of info and it will take a while to go over, but I enjoyed myself and look forward to coming again

next year.”

At the annual "CPA Day at the State House" event you will hear the latest on critical issues impacting not only the CPA profession, but the business community and the state at large. This year's event also gives you the chance to hear from two newly-appointed state agency directors - Department of Revenue Director Jim Etter and Labor Licensing and Regulation Director Catherine Templeton.

During the luncheon, you'll have the chance to interact with state legislators and in doing so you will help strengthen the profession's voice at the state level! Won't you make plans now to join over 150 of your fellow CPAs at this most important event?

Register now for the May 4 event!

NEW! Business Buyer and Seller Tax Considerations and Concerns (71011PM)Credits: 4 Level: Intermediate Area: Tax Leader: Susan SmithLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Lunch Only; Comp Self ParkingFees: CC$100, EB 145, M$170, NM$225

May 17Pitfalls and Problems in Financial Statement Disclosures (71111AM)

Credits: 4 Level: Intermediate Area: Acct Leader: Carolyn JeffLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Breakfast Only; Comp Self ParkingFees: CC$100, EB$145, M$170, NM$225

Meeting Workpaper Documentation Requirements and Writing Effective SAS 115 Reports (71111PM)Credits: 4 Level: Intermediate Area: A&A Leader: Carolyn JeffLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Lunch Only; Comp Self ParkingFees: CC$100, EB$145, M$170, NM$225

NEW! A Complete Guide to Section 338 Acquisitions (71211AM)Credits: 4 Level: Intermediate Area: Tax Leader: Susan SmithLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Breakfast Only; Comp Self ParkingFees: CC$100, EB$145, M $170, NM $225

NEW! A Guide to Medical Plans and COBRA Rights (71211PM)Credits: 4 Level: Basic Area: Tax Leader: Susan SmithLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Lunch Only; Comp Self ParkingFees: CC$100, EB$145, M$170, NM$225

MAY 18Construction Industry Accounting and Tax Update (70011SW) Credits: 2/2/4 Level: Intermediate Area: Tax/Acct/Mgmt Locations:

Bluffton - USC BeaufortCharleston - College of CharlestonGreenville - Buck Mickel CenterMyrtle Beach - Horry Georgetown Technical CollegeWest Columbia - SCACPA Office

Note: Meals NOT included-Electronic Materials are provided. To register for the webcast go to http://scacpa.org.acpen.com.Fees: CC$200, EB$135, M$160, NM$235,Webcast $195

Accounting and Auditing Update (71311AM) Credits: 4 Level: Intermediate Area: A&A Leader: Carolyn JeffLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Breakfast Only; Comp Self ParkingFees: CC$100, EB$145, M$170, NM$225

Substantive Analytical Procedures Workshop (71311PM) Credits: 4 Level: Intermediate Area: Auditing Leader: Carolyn JeffLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Lunch Only; Comp Self ParkingFees: CC$100, EB$145, M$170, NM$225

MAY MAY 10Accounting and Auditing Con-siderations for 403(b) Plans and Loscalzo's Frequently Asked Ques-tions on Audit Issues (70811) Credits: 4/4 Level: Intermediate Area: A&A Leader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: CC$200, EB$210, M$235, NM$310

MAY 16Dangers of Improper Revenue Recognition and Accounting Issues for Troubling Times (70911AM)Credits: 4 Level: Intermediate Area: Acct Leader: Carolyn JeffLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Breakfast Only; Comp Self ParkingFees: CC$100, EB$145, M$170, NM$225

Planning Cost Efficient and Effective Audits (70911PM)Credits: 4 Level: Intermediate Area: Auditing Leader: Carolyn JeffLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Lunch Only; Comp Self ParkingFees: CC$100, EB$145, M$170, NM$225

NEW! Understanding Liquidations of Pass-Throughs (71011AM)Credits: 4 Level: Intermediate Area: Tax Leader: Susan SmithLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Breakfast Only; Comp Self ParkingFees: CC$100, EB$145, M$170, NM$225

MAY 19Government & Benefit Plans Conference (414511) Credits: 8 Level: All Area: Governmental A&ALeader: VariousLocation: Marriott Columbia - ColumbiaNote: Complimentary Self Parking; Fees: CC$200, EB$205, M$230, NM$305Electronic Materials Discount: $-25

“This was a really good CPE. I liked having the

different speakers to break up the day. They discussed what we actually need to

know and do.”

“One of the best CPE presentations ever!”

MAY 20Trusted Business Advisor Workshop (413211)Credits: 8 Level: IntermediateArea:Consulting Leader: Joe FehrmannLocation: SCACPA - West ColumbiaFees: EB $330, M $355, NM $430AICPA Discount: $-30

“Practicing as a CPA in a small to medium size firm has never been as difficult as it is today. Developing a powerful resource network

improves your client relationships and increases your firm’s revenues. The Trusted Business Advisor WorkshopSM is an excellent way for the CPA to focus on how he can more effectively serve his or her clientele.”

MAY 23Performance Analysis: Identifying Profit Improvement Opportunities (71511) Credits: 8 Level: Intermediate Area: Auditing Leader: Jay GiannantonioLocation: Embassy Suites - GreenvilleFees: CC$200, EB$210, M$235, NM$310

MAY 18 NEW! Advanced 1040 Issues: Forms 982, 6198, 6251, and 6252 (71411AM)Credits: 4 Level: Advanced Area: Tax Leader: Susan SmithLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Breakfast Only; Comp Self ParkingFees: CC$100, EB$145, M$170, NM$225

NEW! Designing Allocation and Special Allocations in LLC and Partnership Structuring (71411PM)Credits: 4 Level: Advanced Area: Tax Leader: Susan SmithLocation: Crowne Plaza Beach Resort - Hilton HeadNote: Lunch Only; Comp Self ParkingFees: CC$100, EB$145, M$170, NM$225

MAY 24Fraud Alert! Prevention and Follow-up (71611) Credits: 8 Level: Intermediate Area: Accounting and AuditingLeader: Jay GiannantonioLocation: Embassy Suites - GreenvilleFees: CC$200, EB$210, M$235, NM$310

North Carolina Professional Ethics Update (71711AM)Credits: 2 Level: All Area: Ethics Leader: Melissa CritcherLocation: SCACPA - West ColumbiaNote: Meals are NOT includedFees: EB $55, M $65, NM $85

North Carolina Professional Ethics Update (71711PM)Credits: 2 Level: All Area: Ethics Leader: Melissa CritcherLocation: SCACPA - West ColumbiaNote: Meals are NOT includedFees: EB $55, M $65, NM $85

MAY 26Loscalzo's Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans) (70611)Credits: 4/4 Level: Basic Area: A&A Leader: Rebecca LeeLocation: SCACPA - West ColumbiaFees: CC$200, EB$210, M$235, NM$310

As children we all looked forward to summer vacation. For those few months, life was good! You had the

chance to forget about education and concentrate on relaxation. As adults these long breaks are no longer an option. Let SCACPA help you with combining the two and create the perfect combination where you can earn education and have time for relaxation. Join us for one or more of our vacation clusters between May and September from the mountains to the sea. Register Now!

LOWCOUNTRY CLUSTER - Hilton Head May 16-18, 2011Crowne Plaza Beach Resort, www.cphiltonhead.com

GRAND STRAND CLUSTER - Myrtle Beach June 13-15, 2011 Myrtle Beach Marriott Resort & Spa at Grande Duneswww.marriott.com

MOUNTAINS CLUSTER - Asheville, NCJuly 11-13, 2011The Grove Park Inn Resort & Spa, www.groveparkinn.com

COASTAL CLUSTER - Charleston August 8-10, 2011Marriott Charleston, www.marriott.com/chsmc

UPSTATE CLUSTER - Greenville September 21-23, 2011 Embassy Suites, www.embassysuitesgreenville.com

Relaxation & Education - The Perfect Combination

Locations and Hotel Accommodations

2011 Vacation Clusters

For seminar details, group rates and discount codes visit www.scacpa.org/clusters

NEW! Choosing the Best Entity Structure (72311AM)Credits: 4 Level: Intermediate Area: Tax Leader: Edward HarterLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Breakfast Only; Comp. Self ParkingFees: CC$100, EB$145, M$170, NM$225

Partnerships and LLC Tax Mistakes Practitioners Make and How to Fix Them (72311PM)Credits: 4 Level: Intermediate Area: Tax Leader: Edward HarterLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Lunch Only; Comp. Self ParkingFees: CC$100, EB$145, M$170, NM$225

JUNE 15Doing More with Less: Lean Accounting and Management (72411AM)Credits: 4 Level: Advanced Area: A&A Leader: Anthony LaRussoLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Breakfast Only; Comp. Self ParkingFees: CC$100, EB$145, M$170, NM$225

Essential Skills for the Survival and Growth of Your Organization (72411PM)Credits: 4 Level: Intermediate Area: Mgmt Leader: Anthony LaRussoLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Lunch Only; Comp. Self ParkingFees: CC$100, EB$145, M$170, NM$225

JUNEJUNE 7Loscalzo’s Compilation and Review Essentials – Rules for Local Practitioners (71811)Credits: 8 Level: IntermediateArea: AuditingLeader: James NewhardLocation: SCACPA - West ColumbiaFees: CC$200, EB$210, M$235, NM$310

JUNE 8Loscalzo's Analyzing Financial Statements, Including Techniques for Cash Flow Analysis (71911)Credits: 8 Level: Basic Area: Acct Leader: James NewhardLocation: SCACPA - West ColumbiaFees: CC$200, EB$210, M$235, NM$310

JUNE 13Controller's Update: Latest Trends for Today's Financial Manager (72011AM)Credits: 4 Level: UpdateArea: A&A Leader: Anthony LaRussoLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Breakfast Only; Comp Self ParkingFees: CC$100, EB$145, M$170, NM$225

Analyzing Your Company's Financial Statement (72011PM) Credits: 1/1/2 Level: BasicArea: Accounting/Auditing/FinanceLeader: Anthony LaRussoLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Lunch Only; Comp. Self ParkingFees: CC$100, EB$145, M$170, NM$225

The Best S Corporation, Limited Liability, and Partnership Update Course by Surgent McCoy (72111AM)Credits: 4 Level: Update Area: Tax Leader: Edward HarterLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Breakfast Only; Comp. Self ParkingFees: CC$100, EB$145, M$170, NM$225

Individual Income Tax Update (72111PM)Credits: 4 Level: Update Area: Tax Leader: Edward HarterLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Lunch Only; Comp. Self ParkingFees: CC$100, EB$145, M$170, NM$225

JUNE 14Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line (72211AM)Credits: 4 Level: IntermediateArea: A&A Leader: Anthony LaRussoLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Breakfast Only; Comp. Self ParkingFees: CC$100, EB$145, M$170, NM$225

Financial Forecasting: Planning for Success (72211PM) Credits: 4 Level: Basic Area: A&A Leader: Anthony LaRussoLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Lunch Only; Comp. Self ParkingFees: CC$100, EB$145, M$170, NM$225

Tax Ideas and Money Management in Retirement (72511AM)Credits: 4 Level: Intermediate Area: Tax Leader: Neil BrownLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Breakfast Only; Comp. Self ParkingFees: CC$100, EB$145, M$170, NM$225

Understanding Social Security and Planning Effectively (72511PM)Credits: 4 Level: Basic Area: Tax Leader: Neil BrownLocation: Marriott Resort at Grande Dunes - Myrtle BeachNote: Lunch Only; Comp. Self ParkingFees: CC$100, EB$145, M$170, NM$225

JUNE 20-21AICPA’s Annual Accounting and Auditing Workshop (72611A)Credits: 8/8 Level: Update Area: A&A Leader: Teresa ThamerLocation: SCACPA - West ColumbiaNote: Accepted for CMA and CFM creditsFees: CC$400, EB$330, M$355, NM$455AICPA Discount: $-60

QUESTIONS?

Contact our CPE Team at

(803) 791-4181 ext. 110 and 112

or e-mail cpe@scacpa.org

JUNE 22Update on IRS Tax Controversy Procedure: Dealing with the IRS in the Real World (72711SW) Credits: 8 Level: Intermediate Area: Tax Leader: VariousLocations:

Bluffton - USC BeaufortCharleston - College of CharlestonGreenville - Buck Mickel CenterMyrtle Beach - Horry Georgetown Technical CollegeWest Columbia - SCACPA Office

Note: Meals NOT included-Electronic Materials are provided. To register for the webcast go to http://scacpa.org.acpen.com.Fees: CC$200, EB$135, M$160, NM$235,Webcast $195

THE CHALLENGEBalancing cost effectiveness with the need to get relevant training and information in today’s fast-paced business environment can be challenging.

THE SOLUTIONSCACPA offers customized training. It’s a highly effective training solution - delivered right to you when and where you want it and provides you with a wide variety of advantages.

FOR MORE INFORMATIONContact SCACPA Associate Director Reva Brennan, MPA, CAE at (803)791-4181 x 103 or rbrennan@scacpa.org, or visit www.scacpa.org/onsitetraining.

Customized Training - When & Where You Want It!

Alternative CPECUSTOMIZED ON-SITE TRAININGQuality training that perfectly fits your individual needs. Balancing cost-effectiveness with the need to get relevant training in today's fast-paced business environment can be challenging. The South Carolina Association of CPAs offers a highly effective solution - delivering high-quality training to you when and where you want it. Visit www.scacpa.org/onsitetraining for more information or contact Reva Brennan at (888) 557-4814, ext. 103 or rbrennan@scacpa.org to discuss your needs. SELF-STUDYOnline: SCACPA has partnered with Smart Pros to offer The Continuing Professional Education Center, and with Surgent to offer the Essential CPE Collection and Webinars on Demand. These companies offer hundreds of course titles and thousands of hours of accredited CPE. There are several subscriptions to choose from with a compelling collection of courses in accounting and auditing, taxation, management, personal development and more. For more details or to purchase, visit www.scacpa.org/selfstudy.

Traditional: If you prefer the traditional format of CD and text, these are still viable options for self-study. Simply contact the SCACPA office to receive a catalog at 888-557-4814, ext. 110.

SATELLITE SEMINARSBusiness Professional Network (formerly ACPEN) produces between eight and twelve full-day programs that provide eight CPE credit hours (400 minutes) in the form of live, interactive video. These programs are beamed by satellite to up to five satellite downlinks in South Carolina. CPAs gather at these downlink sites, watch the live program and ask questions of panelists by calling in or faxing questions. If the prices at the pump are breaking your budget, try this CPE method in your local area. The 2011 locations for these seminars are Bluffton, Charleston, Columbia, Greenville and Myrtle Beach. Learn more about satellite seminars at www.scacpa.org/satelliteseminars. WEBINARS (LIVE)Webinars are growing as a source of CPE credit among our members. It doesn’t get any more convenient than this! Live, group-study webinars are taken right at your home or office computer. And you won’t miss a beat - you’ll still benefit from live interaction with an instructor and through the ability to ask questions during the presentation! Join the thousands of CPAs across the country who have taken advantage of this easy and convenient format! Learn more about this option at www.scacpa.org/webinars or search the online catalog at www.scacpa.org/coursecatalog, under the advanced search option.

Conferences offer a great variety of CPE any way you slice it! Mark your calendar for these dates to ensure you get the slices you want and need.

Nonprofit Conference April 28, Embassy Suites - Columbia

Government and Benefit Plans Conference

May 19, Marriott - Columbia

Trusted Business Advisor Workshop May 20, SCACPA - West Columbia

Emerging Leaders Conference August 18-19, TBD - Charleston

CPAs in Business & Industry Conference October 13-14, Columbia Metropolitan

Convention Center - Columbia

Personal Financial Planning Conference

October 20, SCACPA - West Columbia

CPA Annual Summit combined with Tax and Technology Conferences

November 3-4, Columbia Metropolitan Convention Center - Columbia

Governmental Bonus Workshop November 15, Columbia Conference Center -

Columbia

Women in Leadership Conference November 17, Embassy Suites - Columbia

Accounting & Auditing Conference December 8-9, Marriott - Charleston

CPA Practitioners’ & AccountingEducators’ Forum

December 16, SC Pharmacy Association - Columbia

2011 SCACPA CONFERENCES

For details visit www.scacpa.org/conferences

Registration

A participant list will be provided to registrants attending the events upon request. Please check the following box if you wish to opt out of the listing. o

CONFERENCE MATERIALSo Electronic Materials: Please deduct $25 from your registration fee, and provide your e-mail address below. Materials will be provided approximately one week before the event. Note: This option is only available at conferences.

Email (required)

REGISTRATIONS ACCEPTED

Online www.scacpa.org/coursecatalog

Mail SCACPA, 570 Chris Dr., West Columbia, SC 29169

Fax (803) 791-4196 credit card and Choice Card payments only

Course Code Date Location Fee

Total

Credit Card #

Exp. Date CCV (3-4 Digits)

Name on Credit Card

Signature Date

q Firm Card q Personal Card

REGISTRANT INFORMATION

Name (Please Print)

SCACPA Member # or other state CPA Society #

AICPA #

Firm/Organization

Daytime Phone

Fax

Mobile Phone o Primary Phone oSecondary Phone

Home Phone oPrimary Phone oSecondary Phone

Address

City/State/ZIP

Email

PAYMENT INFORMATION

Total Fees $_______

Please indicate method of paymentq Check: I have enclosed a check payable to SCACPA

q Visa q MasterCard

q American Express q Discover

q Choice Card: _______________ , ______________

_______________ , ______________

_______________ , ______________

coupon number 1 coupon number 2

coupon number 3 coupon number 4

coupon number 5 coupon number 6

Discounts are subject to verification

Note: Full payment must accompany registration.

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