2016 cpe catalog - Alabama Society of CPAs

Transcription

2016 CPE CATALOG
2016 Conferences
SAVE THE DATE
ASCPA Accounting
Connection
June 8, 9, 10, 2016
Sheraton Birmingham
ONLINE
LEARNING
Seminar Webcasts
SOUTHEASTERN
EDUCATION
CONFERENCE
Partnership with Louisiana
Society of CPAs
July 24-29 | Hilton Sandestin
Technology
Conference
August 18-19, 2016
Pelham Civic Complex
24th Annual Financial
Accounting and
Auditing Conference
Partnership with Auburn
University at Montgomery
September 23, 2016
29th Annual
Governmental
Accounting anD
Auditing Forum
November 30-December 1, 2016
Birmingham Marriott
Become a part of the
audience and have realtime interaction with the
speakers with our live
stream opportunities
this upcoming CPE
season. Please check the
Montgomery section of
the catalog to see which
courses will be webcast.
Parts of the Accounting
Connection Conference
will be available via live
stream as well, so check
the website for those
opportunities.
Self-Study CPE
Take courses anytime,
wherever you have
computer access. Also
benefit from downloadable
course materials, instantly
graded exams and easy
CPE tracking.
Contents
1
connect and train
Accounting Connection. . . . . . . . . . . . . . . . . . . . . 4
2
choose your location
Gulf Shores. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Mobile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Huntsville. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Montgomery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Birmingham. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Auburn. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Tuscaloosa . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Dothan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
3
read the rules
Policies and General Information. . . . . . . . . . . . 13
4
Register for courses
ASCPA CPE Registration Form. . . . . . . . . . . . . . . 14
CPE Course Registry. . . . . . . . . . . . . . . . . . . . . . . 15
ASCPA CPE StaFf
Mary
McCallister
Seminar Coordinator
[email protected]
334.386.5763
Corena
Cottles
Conference Coordinator
[email protected]
334.386.5764
Jessica
Roberts
Education Director
[email protected]
334.386.5766
Ed
Department
General
Contact
Information
Mailing Address
P.O. Box 242987
Montgomery, AL 36124
Website: ascpa.org
Email: [email protected]
FAX: 334.834.7310
The full CPE catalog is available online at www.ascpa.org
Audit and Tax Staff Training Opportunities
Is it a challenge to provide training for your first through third year staff? If so, the ASCPA would like to provide your
firm with the opportunity to send your associates to our staff training workshops. We are offering skills training in
both audit and tax, and each training level will include lectures and interactive group case studies and activities to
prepare your associates for their work in the field. All events will be held at the Sheraton in downtown Birmingham.
Please check our website, or contact Jessica Roberts at (334) 386-5766 or [email protected] for more details.
Audit Level 1 – September 1 & 2
4
Tax Level 1 - June 20
t
Yellow Book credit |
017
018
020
021
Financial Forecasting:
Planning for Success
Thursday, June 23, 2016
1:00 PM | CPE: 4 Other
Instructor: Brent McClure
022
IRS Disputes: Identifying
Options for Your Client
8:30 AM | CPE: 4 Tax
Instructor: Michael Frost
Advanced Concepts in SSARS 21
and Nonattest Services
8:30 AM | CPE: 4 A&A
Instructor: Greg Clark
Health Care Reform Act: Critical
Tax and Insurance Ramifications
Friday, June 24, 2016
Risk, Cost, and Cash Management
for Controllers and Financial Managers
8:30 AM | CPE: 4 Other
025
Critical Skills for
Budgeting Success
Hot Tax Planning Developments
Under the Current Tax Law
1:00 PM | CPE: 4 Tax
Fraud Basics: Protecting
the Company Till
8:30 AM | CPE: 4 A&A
Analyzing Costs, Productivity,
and Efficiency: Three Ways to
Boost Your Bottom Line
023
010
011
012
013
Analyzing a Company’s
Financial Statement
Wednesday, June 22, 2016
Financial Statement Disclosures:
A Guide for Small and
Medium-Sized Businesses
1:00 PM | CPE: 4 A&A
Proven Controls to Steer
You Clear of Fraud
1:00 PM | CPE: 4 A&A
024
Preparing Special Purpose
Framework Financial Statements:
Cash, Modified Cash and Tax Basis
8:30 AM | CPE: 4 A&A
Capitalized Costs and Depreciation:
Key Issues and Answers
016
Tax Consequences and Reporting
Issues of LLCs, LLPs, LPs,
and Other Partnerships
The Statement of Cash Flows:
Preparation Guidance &
Presentation Illustrations
1:00 PM | CPE: 4 A&A
015
006
Smart Tax Planning Strategies
for Individuals
Tuesday, June 21, 2016
Controller’s Update:
Today’s Latest Trends
014
007
K2’s Advanced QuickBooks
Tips and Techniques
1:00 PMCPE: 4 Other
Instructor: TBA
009
K2’s Microsoft Office 2016 - Improving
Productivity with New Features
8:30 AMCPE: 4 Other
Instructor: TBA
Guide and Update to Compilations,
Reviews, and New Preparations
1:00 PM | CPE: 4 A&A
The Beach Club
925 Beach Club Trail
Gulf Shores, AL 36542
019
Current Issues in Accounting and
Attestation: An Annual Update
8:30 AM | CPE: 4 A&A
Practical Tax Tips and Techniques
for Closely- Held Businesses
008
005
004
003
002
GULF SHORES
Social Security and Medicare:
Maximizing Retirement Benefits
Webcast | $30 discount | $175/4hr course | $275/8hr course |
Save $25 by registering 10 days in advance
5
6
t
142
143
Maximizing Your Social
Security Benefits
Tuesday, September 20, 2016
147
A Guide to the New Revenue
Recognition Model for All CPAs
8:30 AM | CPE: 4 A&A
Instructor: Curtis Quickel
148
Federal Tax Update-Business
Current Developments
Monday, September 19, 2016
Instructor: Pat Garverick
Reviewing Individual Tax Returns:
What Are You Missing?
Wednesday, September 21, 2016
Controller/CFO Update: Hot Topics
Facing Today’s Financial Professional
150
Simplify Your Reporting by
Converting to FRF for SMEs
1:00 PM | CPE: 4 A&A
Mastering Basis Issues for S
Corporations, Partnerships, and LLCs
Gaining a Competitive Advantage:
Critical Skills for CFOs and Controllers
149
Federal Tax Update - Individual
Current Developments
You Clear of Fraud
1:00 PM | CPE: 4 A&A
Estates and Trusts: Mastering
Complex Income Tax Issues
185
063
098
099
133
Governmental and Not-for-Profit
Annual Update t
Tuesday, August 23, 2016
8:30 AM | CPE: 8 A&A
Instructor: Michael Morgan
Critical New COSO Internal
Control Framework Concepts
8:30 AM | CPE: 4 A&A
134
Top Ten Tax Topics of 2016
Monday, August 22, 2016
and Nonattest Services: Are You
Certain You Are in Compliance?
8:30 AM | CPE: 8 A&A
Instructor: Michael Brand
135
Audits of 401(k) Plans
8:30 AM | CPE: 8 A&A
Instructor: Michael Morgan
K2’s Advanced Excel
Instructor: TBA
136
042
The Casual Tax Preparer:
1040 Forms Update for 2016
Friday, July 29, 2016
Instructor: William Taylor
Conducting Business the Right Way
Instructor: Karl Egnatoff
140
041
Preparartion, Compilation
& Review Update
Friday, July 29, 2016
8:30 AM | CPE: 8 A&A
Instructor: Jim Martin
Holiday Inn Mobile - Airport
3630 Springhill Memorial Drive S
Mobile, AL 36608
141
038
Taking Your Medicine:
Health Care in 2016
Thursday, July 28, 2016
057
035
037
The New Leasing Standard:
It’s Here and It’s Huge
1:00 PM | CPE: 4 A&A
058
From Hiring to Firing and
Everything In-Between:
Legal and Payroll Tax Issues
062
2016 FASB Update for the Real World
8:30 AM | CPE: 4 A&A
036
MOBILE
The Best Federal Tax Update
Course by Surgent
Thursday, December 01, 2016
Frequent Frauds Found
in Goverments t
Thursday, August 25, 2016
1:00 PM | CPE: 4 A&A
Instructor: Jack Georger
t
Advanced Concepts in SSARS 21 and
Nonattest Services: Are You Certain
You Are in Compliance?
8:30 AM | CPE: 8 A&A
162
163
170
171
K2’s Excel Tips, Tricks, and
Techniques for Accountants
Instructor: TBA
172
089
088
090
091
107
Critical Tax Issues and Planning for
Accounting Periods, Methods, Related
Party Transactions, and Form 3115
Wednesday, August 31, 2016
Annual FASB Update & Review
8:30 AM | CPE: 4 A&A
Position Your Organization for
Success: Strategies for Today’s
Competitive Environment
Instructor: Amanda Snead
177
8:30 AM | CPE: 8 A&A
A Practical Guide to Small Business
Health Insurance and Fringe Benefits:
2016 and Beyond
Preparing Special Purpose Framework
Financial Statements: Cash,
Modified Cash, and Tax Basis
Thursday, September 29, 2016
8:30 AM | CPE: 4 A&A
176
2016 FASB Update for the
Real World
8:30 AM | CPE: 8 A&A
K2’s Technology for CPAs Don’t Get Left Behind
Instructor: TBA
Determining How Much Money
You Need to Retire, and Tax Ideas and
Money Management in Retirement
178
Frequent Frauds Found
in Not-for-Profits t
8:30 AM | CPE: 4 A&A
Interpreting the New
Revenue Recognition Standard:
What All CPA’s Need to Know
Friday, August 26, 2016
1:00 PM | CPE: 4 A&A
Identity Theft: Preventing, Detecting,
and Investigating Identity Theft
8:30 AM | CPE: 8 A&A
Instructor: Kevin Andrews
Analyzing Costs, Productivity
& Efficiency: Three Ways to
Boost Your Bottom Line
1:00 PM | CPE: 4 A&A
Instructor: Amanda Snead
188
112
Updated COSO Framework:
What You Need to Know
1:00 PM | CPE: 4 A&A
111
073
072
080
081
083
082
The Most Common Financial
Statement and Asset Fraud Schemes:
How to Detect and Prevent Them
8:30 AM | CPE: 4 A&A
U.S. GAAP: Latest Developments
for Business & Industry
8:30 AM | CPE: 4 A&A
156
for Individuals
Huntsville Marriott
5 Tranquility Base
Huntsville, AL 35805
157
047
048
8:30 AM | CPE: 8 A&A
Instructor: Randy Dummer
071
Advanced Business Law for CPAs
Instructor: Robert Walter
070
HUNTSVILLE
Course by Surgent
Tuesday, December 20, 2016
7
084
108
Making Sense of the Updated
COSO Framework: What You Need
to Know to Create an Effective
System of Internal Control
8:30 AM | CPE: 8 A&A
Instructor: Jennifer Elder
109
K2’s Technology Update
Instructor: TBA
110
t
K2’s Introduction to Excel Macros
Instructor: TBA
K2’s Excel Financial Reporting
and Analysis
8:30 AM | CPE: 8A&A
Instructor: TBA
116
8
Construction Contractors
Advanced Issues
8:30 AM | CPE: 6 A&A, 2 Tax
Becoming an AICPA Peer Review
Team or Review Captain:
Case Study Application
8:30 AM | CPE: 8 A&A
2016 FASB Update for
the Real World
8:30 AM | CPE: 4 A&A
161
Private Company Accounting: New
Directions, New Challenges
8:30 AM | CPE: 8 A&A
Instructor: William O’Brien
053
Surgent’s Essential Depreciation
Update for Practitioners
Instructor: Lyvonnia Poppell
056
039
Working With, Storing, and
Securing Digital Information
059
033
From Hiring to Firing &
Everything in Between:
Legal, Tax, & Health Care Issues
Wednesday, July 27, 2016
064
034
Taking the Self Taught Excel
User to the Next Level
Wednesday, July 27, 2016
Form 990: A Comprehensive
Approach to Accurate Preparation t
Instructor: Thomas Sheets
065
032
Maximizing Your Social
Security Benefits
Tuesday, July 26, 2016
01:00 PM | CPE: 4 Tax
4 Most Overlooked Business Risks:
Preparing for the Future
Instructor: William O’Brien
066
031
Taking Your Medicine:
Health Care in 2016
040
The Casual Tax Preparer:
1040 Forms Update for 2016
Monday, July 25, 2016
Alabama Society of CPAs
1041 Longfield Court
074
Employee Benefits Workshop
Thursday, May 19, 2016
8:30 AM | CPE: 8 A&A
Instructor: Various
049
028
001
MONTGOMERY
The Future of A&A for the Local Firm
1:00 PM | CPE: 4 A&A
Excel PivotTables - Powerful
and Not Hard to Use…Really!
Executive Education’s Annual
CFO Spotlight: 4 Select Issues
Friday, September 16, 2016
Instructor: Don Minges
t
159
Individual Income Tax Update
Instructor: Joe Sanford
164
Fraud Workshop
8:30 AM | CPE: 8 A&A
Instructor: Tommie Singleton
The Top 10 Tax Topics of 2016
179
Identity Theft: Preventing, Detecting,
and Investigating Identity Theft
8:30 AM | CPE: 8 A&A
Instructor: Dan Bradley
S Corporation, Partnership,
and LLC Tax Updates
Focus on the Mission: Not-for-Profit
Accounting and Reporting
Today and Tomorrow t
8:30 AM | CPE: 8 A&A
184
144
139
How Good Companies Become Great:
Secrets to Success
151
Applying the Uniform Guidance
for Federal Awards in
Your Single Audits t
8:30 AM | CPE: 8 A&A
Instructor: William Wagner
Federal Tax Update - Individual and
Business Current Developments
154
Lean Accounting: Apply Lean Thinking
to Financial Management
8:30 AM | CPE: 4 A&A
8:30 AM | CPE: 8 A&A
Instructor: Leigh Dykes
158
What’s New In Compilation,
Review & the Cash and Tax Basis
of Accounting (Latest Edition)
8:30 AM | CPE: 8 A&A
Instructor: Ray Thompson
Alabama Society of CPAs
1041 Longfield Court
Latest Developments in Government
and Nonprofit A&A 2016 t
8:30 AM | CPE: 8 A&A
186
129
126
124
125
121
MONTGOMERY (cont.)
Course by Surgent
Friday, December 02, 2016
9
10
t
085
087
The New Controllership: Keys to
Boosting Management Skills
1:00 PM | CPE: 4Other
092
Critical Tax Issues and Planning for
Accounting Periods, Methods, Related
Party Transactions, and Form 3115
8:30 AM | CPE: 8Tax
093
A&A for Tax People Who Hate A&A
8:30 AM | CPE: 8A&A
115
102
100
101
Sales and Use Tax Workshop
8:30 AM | CPE: 8Tax
Instructor: Bruce Ely
114
Auditing Employee Benefit Plans
8:30 AM | CPE: 8A&A
Instructor: Randy Dummer
Analytics and Big Data
for Accountants
8:30 AM | CPE: 8Other
The Top 10 Tax Topics of 2016
8:30 AM | CPE: 8Tax
Instructor: Michael Frost The Eight Hour MBA
and Nonattest Services: Are You
Certain You Are in Compliance?
8:30 AM | CPE: 8A&A
The Complete Guide to
Payroll Taxes and 1099 Issues
8:30 AM | CPE: 8Tax
Yellow Book Workshop (Two Days)t
Thursday & Friday,
August 25 & 26, 2016
8:30 AM | CPE: 16 A&A
Instructor: Jason Harpe
Managing Engagement Risk:
Exposures Lurk in Every Practice Area
8:30 AM | CPE: 8A&A
Instructor: Steve Platau
Determining How Much Money You
Need to Retire, and Tax Ideas and
Money Management in Retirement
8:30 AM | CPE: 8Tax
Instructor: William Taylor The New Controllership: Keys to
Boosting Financial Performance
117
050
054
055
069
068
067
079
078
077
8:30 AM | CPE: 8 A&A
Instructor: Leigh Dykes
K2’s Excel Tables and Data ModelsEfficiently Managing, Analyzing &
Reporting Your Data
Instructor: TBA
K2’s Budgeting and Forecasting
Tools and Techniques
Instructor: TBA
Understanding, Creating,
Implementing, and Maintain
an Internal Control Structure
8:30 AM | CPE: 8 A&A
Instructor: Karl Egnatoff 2016 FASB Update for the Real World
8:30 AM | CPE: 8 A&A
Surgent’s Federal Tax Camp
8:30 AM | CPE: 8A&A
Shortcuts to Tax Cuts: Business
Tax Planning Strategies for
S Corporations and LLCs
8:30 AM | CPE: 8Tax
Form 990: Exploring the
Form’s Complex Schedules
8:30 AM | CPE: 8 A&A
Instructor: Thomas Sheets
Employment Law Update:
Key Risks and Recent Trends
Pelham Civic Complex
500 Amphitheater Road
Pelham, AL 35124
086
052
051
046
045
044
043
030
029
027
026
BIRMINGHAM
Introduction to Business Valuation
Individual Income Tax Update
8:30 AM | CPE: 4Tax
Instructor: Michael Frost Partnerships and LLCs: Avoiding
Common Pitfalls Facing Practitioners
1:00 PM | CPE: 4Tax
Beyond CPA “Best Practices” Taking Next Steps in the
Future of the Client
Instructor: Karl Ahlrichs
Advanced Auditing of HUDAssisted Projects t
8:30 AM | CPE: 8A&A
Annual Update for Governments
and Not-for-Profits t
8:30 AM | CPE: 4A&A
How to Settle an Estate for
a Client from A to Z
8:30 AM | CPE: 8Tax
Instructor: Thomas E. Bazley
Applying the Risk Assessment
Standards to Enhance Audit
1:00 PM | CPE: 4A&A
t
Practice Issues in Preparation,
Compilation and Review Engagements
8:30 AM | CPE: 4A&A
Instructor: Thomas Newell
K2’s Tech Tools and Gadgets
for a More Efficient You!
Instructor: TBA
160
173
174
175
180
181
182
137
138
145
146
153
152
K2’s Top PDF Features
You Should Know
Instructor: TBA
183
131
Forensic Accounting: Uncovering
Schemes and Scams
8:30 AM | CPE: 4A&A
IRAs - Contributions & Distributions
for Traditional, Roth, SEP,
and SIMPLE IRAs
8:30 AM | CPE: 8Tax
187
128
Estate Planning - Local Issues
8:30 AM | CPE: 8Tax
Instructor: Aurthur Werner
130
Accounting Six Pack
8:30 AM | CPE: 8A&A
Upcoming Peer Review:
Is Your Firm Ready?
8:30 AM | CPE: 8A&A
166
Integrated Estate, Financial and
Asset Protection Planning A Breakthrough Approach
8:30 AM | CPE: 8Tax
Instructor: Aurthur Werner
Common Frauds and Internal
Controls for Revenue, Purchasing,
and Cash Receipts
8:30 AM | CPE: 8A&A
Fraud Workshop
8:30 AM | CPE: 8A&A
Instructor: Tommie Singleton
167
FASB’s Triple Threat: Practical
Responses to the New Standards
for Revenue Recognition, Leases,
and Financial Instruments
8:30 AM | CPE: 8A&A
Fiduciary Income Tax Returns Form 1041 Workshop with
Filled-in Forms
Instructor: Thomas E. Bazley
Basis Calculations & Distributions
for Pass-Thru Entity Owners
Schedule K-1 Analysis
8:30 AM | CPE: 8Tax
168
Applying “Lean” Thinking to
Making Employees Your
Competitive Advantage
169
118
119
120
122
123
Not-for-Profit A&A: Practical
Cases for CPAs t
1:00 PM | CPE: 4A&A
132
127
Blue Oceans and Clean Paper Using the ACA and Wellness as
a catalyst to move organizations
K2’s Excel Best Practices
Instructor: TBA
Community Banking Update
8:30 AM | CPE: 8A&A
Instructor: Wynne Baker
Fraud Basics: Protecting
the Company Till
8:30 AM | CPE: 4A&A
Instructor: Jeff Lieman
You Clear of Fraud
1:00 PM | CPE: 4A&A
The Statement of Cash Flows:
Preparation Guidance &
Presentation Illustrations
8:30 AM | CPE: 4A&A
Sirote’s Hottest Tax
Developments for 2016
8:30 AM | CPE: 4Tax
Instructor: Ronald Levitt
Financial Statement Disclosures:
A Guide for Small and
Medium-Sized Businesses
1:00 PM | CPE: 4A&A
Introduction to Excel Pivot Tables
Instructor: Marc Hamilton
Course by Surgent
Monday, December 19, 2016
8:30 AM | CPE: 8Tax
Fraud and Cash Receipts: Common
Frauds and Internal Controls
1:00 PM | CPE: 4 A&A
11
A&A Update for the Real World
8:30 AM| CPE: 4 A&A
061
060
AUBURN (Aug. 26)
The Hotel at Auburn University – Dixon Conference Center
241 South College Street
Auburn, AL 36830
Preparation, Compilation,
& Review Update
1:00 PM| CPE: 4 A&A
A&A Update for the Real World
8:30 AM | CPE: 4 A&A
076
075
TUSCALOOSA (Aug. 22)
University of Alabama –Bryant Conference Center
240 Paul W. Bryant Drive
Tuscaloosa, AL 35487
Preparation, Compilation,
& Review Update
1:00 PM | CPE: 4 A&A
097
for Individuals
Instructor: Peter Towle
12
Troy University – Dothan Campus
Malone Hall
Dothan, AL 36303
Updated COSO Framework:
What You Need to Know
8:30 AM | CPE: 4 A&A
106
096
Preparation, Compilation, and
Review Engagements Update
01:00 PM | CPE: 4 A&A
104
095
105
094
A&A Update
8:30 AM | CPE: 4 A&A
103
DOTHAN (Aug. 29 & 30)
The Most Common Financial
Statement and Asset Fraud Schemes:
How to Detect and Prevent Them
1:00 PM | CPE: 4 A&A
POLICIES & GENERAL INFORMATION
Education Policies
Event Confirmations
Continuing Education with ASCPA provides a
comprehensive learning plan to help develop
and grow professionally. We strive to provide
superb customer service and innovative
continuing education for ASCPA members
and others associated with ASCPA. ASCPA
is registered with the Alabama State Board
of Accountancy as a sponsor of continuing
professional education.
You will receive an email confirmation for all
ASCPA event registrations. Please review your
confirmation for accuracy and any special
instructions. If you register less than 48
hours prior to the event, please present your
confirmation email to avoid completing an
onsite payment form. When registering online,
course confirmations are emailed immediately
following online registrations. If you do not
receive an email confirmation immediately,
your registration was not successful. When
registering by mail or fax, a confirmation will be
sent via email when your registration has been
successfully processed. In the event that your
confirmation is not received within 2-3 days,
please contact our office.
Pricing
The member rate is available to ASCPA
members and members of other state CPA
societies. A premium of $50 is assessed
for any nonmembers. Full payment
or a government voucher must
accompany registrations before we
can enroll you. An early bird registration
discount of $25 is available to all registrants up
to 10 days prior to each event. The standard
rate will be applied for registrations received
within 10 days of the class. Early bird pricing
does not apply to web-based programs.
All AICPA members are eligible for a $30
discount per eight-hour day on all AICPA
produced seminars. If you are an AICPA
member and register for an AICPA produced
seminar (noted in each seminar description),
take an additional $30 off per eight-hour day
for each AICPA seminar. This discount is applied
automatically to online registrations given that
your membership information is updated in our
database.
Course Materials
The Alabama Society of CPAs provides
electronic course materials for seminars and
conferences included in the course registration
fee. Links to the eManuals will be listed with
your course registrations in your account
on the ASCPA website as soon as they are
provided by the instructor. You will receive
an e-mail when the materials are available.
It is your responsibility to maintain a current
e-mail address with the ASCPA. If you do not
have an e-mail address, you have the option to
purchase a book for an additional $40 fee.
If you prefer to purchase a manual
there is an additional fee of $40 for
each book. If you purchase a book, it will be
available for pick up at the registration desk on
the date of the class. The option to purchase
a book is available up to ten days prior to the
course date. Walk-in registrants and those
registering between one and ten days before
the course will be sent an electronic link to
the eManual by default. “Extra” printed
course materials will not be available on site.
Advance Preparation — Internet access is
not guaranteed for all class locations. Please
download your eManual prior to the class.
the classroom must be avoided. All disruptive
communication devices are prohibited from
ASCPA CPE courses. If you need to take a
call, please leave the CPE classroom and be
prepared for your CPE credit hours to be
adjusted.
No Smoking
The ASCPA is dedicated to providing a
comfortable and productive learning
environment for all participants. This goal can
be achieved through ongoing efforts to protect
nonsmokers and to help participants adjust to
smoking restrictions. Smoking is prohibited in
all ASCPA CPE programs. “Smoking permitted”
areas shall include areas allowed by the facility
or outside the classrooms.
Course Cancellations
Special Accommodations
Courses may be cancelled by ASCPA one week
prior to the course date if they fail to meet the
minimum attendance requirement. In the event
of a cancellation, you will be notified by phone
and given the option of transferring to another
course or receiving a full refund.
In accordance with the American Disabilities
Act (ADA), the ASCPA will try to reasonably
accommodate anyone disabled and in need
of special services. Please indicate on the
registration form if registering by mail or fax
and if you register online please contact our
office and someone from the ASCPA staff will
contact you. Please call our office if you have
special food requirements.
Registrant Transfers,
Cancellations and Substitutions
There is no fee for cancellations or transfers
made more than ten days prior to the event.
Cancellations or transfers made one to ten
business days before the event will incur a $25
administrative fee. Those made the day of (or
after) the event forfeit the entire registration
fee and materials. A participant may substitute
his/her registration to another member.
Substitutions will incur a $25 administrative
fee. If a nonmember will be participating in the
place of a member, a $50 nonmember fee will
be due.
Webinar and Webcast
Cancellation Policies
Cancellations made one business day prior
to the event or after will forfeit the entire
registration fee and materials.
Refunds
ASCPA issues refunds within 10 days of the
cancellation minus an administrative fee of $25.
Please reference the transfers, cancellations
and substitutions section for more details.
ASCPA can also transfer the balance to the
appropriate account (person or firm) to be
held for future ASCPA purchases. This money
on account will expire each year on April 30th.
Cancellations or transfers made one to ten
business days before the event will incur a $25
administrative fee.
Communication Devices
To maintain a productive learning environment
for participants, unnecessary distractions within
Dress Recommendations
Attire is business casual. Participants may want
to wear layered clothing to allow for comfort
throughout the day, as the temperature in the
meeting room fluctuates.
Inclement Weather
If the weather warrants any concern for your
travel safety, or if you wish to verify that your
course will be held as scheduled, please call
ASCPA at (800) 227-1711. You will have the
option of attending the event when (or if) it is
rescheduled or registering for another event
at the time of cancellation. If the event is
rescheduled due to inclement weather and you
are unable to attend the rescheduled event or
another event, ASCPA will issue a full refund.
If the event has not been cancelled and you
are unable to travel due to inclement weather,
you must notify ASCPA within 24 hours of the
scheduled event. Cancellations will not be
accepted after the event. If you do not attend
the event or fail to call ASCPA on the day of the
event, you will forfeit your entire fee.
Complaint Resolution
Complaints about the course content and
presentation should be addressed on the
evaluation form given for the class. All
other complaints, including those about
administrators or discussion leaders should be
sent to:
ASCPA, PO Box 242987
Montgomery, Alabama 36124-2987
13
ASCPAContinuingProfessionalEducationRegistrationForm
Mail form to :
ASCPA
P.O. Box 242987
Montgomery, AL 36124-2987
Fax form to :
Register online at:
334.834.7310
www.ascpa.org
REGISTRANTINFORMATION
Last Name
M.I.
First Name
ASCPA Member Number
Firm / Employer
State Certificate Number
Address
City
State
Zip
Business Phone
Business Fax
Please visit www.ascpa.org to
view all registration policies,
including information about
cancellations and refunds.
Please attach a description of
special requests or contact us at
(334) 386-5763.
Email Address (for registration confirmation)
o Vegetarian
o ADA Request
o Check if information has recently changed and needs to be updated in your member record
Are you a member of the AICPA? o Yes
verification)
How did you hear about this class?
o No
o Email
Course
Date
Member Number: ____________________ (Required for discount; subject to
o Newsletter
o Website
Course
Number
CourseTitle
o Postcard/Special Mailing
CourseFee
o Other
AICPADiscount
*seenote(where
applicable)
ASCPANon-
MemberMember
BookFee
($40 per
course)
Subtotal
Total:
*CPAswhoaremembersoftheASCPAmayregisteratthememberrate.CPAswhoarenotamemberoftheASCPAorotherState
SocietymayregisterattheNon-Memberrate.Pleaseincludetheappropriatediscount(s)whenregisteringforevents.
áCPAswhoaremembersoftheAICPAmaydeduct$30fromAICPAseminarsONLY(8hrsclasses).(TheseareidentifiedintheCPE
ScheduleonlineorintheASCPAnewsletter).
*Electroniccoursematerialsareincludedintheregistrationfeeandwillbeavailablefordownload3daysbeforethecoursedate.
Youcanchoosetopurchaseapapercopyofthecoursematerialsforanadditionalfeeof$40percourse.
o IacknowledgethatIwillreceivecoursematerialselectronically(includedincoursefee).
o Iwouldliketopurchasemymanualfor$40perclass
Check: I have enclosed a check payable to ASCPA in the amount of $ ___________
I authorize the ASCPA to charge $ __________ to my credit card.
Credit Card:
Card Number
MC
Visa
Discover
Month
o CompanyCreditCard
________________________________________
Print Cardholder’s Name
AMEX
Year
Expiration Date
o PersonalCreditCard
________________________________________________
Cardholder’s Signature
2/23/15
CPE COURSE REGISTRY
Please use this registry to keep track of all of your CPE credits.
Members of ASCPA can check their CPE history at any time on the website at
www.ascpa.org. From the home page, click on “Educate”, then “My Education Account.”
Course
Course Title
Sponsor
Location
Hours
(✓)(✓)
Date
Course
Gen A&ATotal
Outline
Evidence of
Completion
TRAINING ROOM
SPACE RENTAL
The ASCPA Training Center offers a facility that can seat up to 80 people in classroom style seating
or 2 rooms of 40. The center is conveniently located in the Halcyon Summit business park off I-85.
Standard set-up:
Rental includes a 5’ instructor table with tabletop podium,
LCD projector and projection screen, Lavaliere microphone or
podium microphone, flipchart/markers, and classroom-style
seating for up to 40 people per room or 80 total with dividing
wall removed. Meeting room setup, other than classroom-style
is available with advance notice. The center is available for rent
between 7:30 a.m. and 5:00.p.m. Dates are available on first
come first serve basis once contract is received by ASCPA.
At ASCPA, we don’t want you to feel
left out of the groundswell of public
support for going green. That’s just one
of the many reasons why we provide
electronic materials for all in-person
educational events. There are so many
benefits to going paperless. We want
you to enjoy them all, including:
Paper manuals can be purchased for
an additional fee of $40 per course.
Food Service:
Full Day full space $300
Full Day half space $150
Catering arrangements for continental breakfasts, lunch, and snacks must
be made by the renter. ASCPA can provide names and phone numbers of
several local caterers. Beverage service is available for $5.00 per person
a day. Beverage service includes regular and decaffeinated coffee, water,
and sodas. The kitchen area has a refrigerator, microwave, coffee maker,
and counter space for food service. On-site tours of the facility can be
arranged with our Education Department. Please call 334.834.7650 to
check availability, dates, or request additional information.

2016 cpe catalog - Alabama Society of CPAs

Transcription

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