Issuu

Table of Contents Topical Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Accounting & Auditing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Free CPE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Center for Innovation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Ethics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Government & Nonprofit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Management & Finance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Peer Learning & Networking. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Taxation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Technology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Conferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Registration Policies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 CPE Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Look for these helpful symbols as you plan your CPE Course qualifies for the AICPA discount

Course qualifies for Attest credit

Course qualifies for CFPÂŽ credit

Course qualifies for Yellow Book credit

Event will be simulcast (broadcast live online)

General Contact Information Virginia Society of CPAs 4309 Cox Road Glen Allen, VA 23060 Website: vscpa.com Email: cpe@vscpa.com Phone: (800) 733-8272

TECHNOLOGY & INNOVATION SHOWCASE

A V D N O M H IC R • 12 NOV. 11– WN TT DOWNTO IO R R A M D N O M H RIC

ENCE IG L L E T IN L IA IC IF T R A AUTOMATION NT E M E G A N A M T N IE L C CLOUD COMPUTING CYBERSECURITY ING S S E C O R P T N E M Y A P WORKFLOW AND MORE se y & Innovation Showca

EVENT OVERVIEW Whether you’re looking to stay on top of emerging technology trends in the accounting world, discover what services your customers expect from you, or are just looking to network with your peers, the Technology & Innovation Showcase is here to help through: One- and two-day learning and CPE opportunities • Choose to attend informative sessions on technology trends and hot topics with options ranging from basic information to more advanced techniques and trainings. • Earn up to 8 CPE credits each day. Exhibit hall featuring leading technology companies • Visit company booths to learn how their technologies can benefit you, your firm/company and your clients. • Engage in hands-on demos. VIP reception on Nov. 11 • Meet other accounting and financial professionals and gain additional access to event exhibitors over drinks and hors d’oeuvres.

Exhibitors Our sponsor list is continuously growing! These innovative companies have already signed on to share their services with you:

w Technolog sionals Join us for a brand ne g and financial profes tin un co ac sy bu se po th, increase designed to ex tions to facilitate grow va no in d an ies log no to new tech ess. connected in their busin productivity and keep nities, h educational opportu ug ro th ge led ow kn ur Further yo the solution providers th wi ge ga en to e tim novation. interactive demos and ting technology and in un co ac of re tu fu e th who are shaping Do you have an innovative product or service or know someone who does? Want to gain access to hundreds of accounting and finance professionals? Contact VSCPA Partner Engagement & Event Specialist Veronica Boyett at (804) 612-9406 or sponsorships@vscpa.com.

vscpa.com/Showcase

Topical Index Accounting & Auditing Date

Title

Location

Page

Date

Title

Location

Page

6/11/19

Upcoming Peer Review: Is Your Firm Ready?

Richmond

12/16/19

Construction Contractors’ Advanced Issues

Richmond

6/24/19

Annual Update & Practice Issues for Preparation, Compilation & Review Engagements

Fairfax

12/17/19

Preventing, Detecting & Investigating Identity Theft

Richmond

6/25/19

Audits of 401(k) Plans

Fairfax

7/9/19

Preparation, Compilation & Review Standards: The Best Annual Update & Review of SSARS

Virginia Beach

7/10/19

Accounting Standards for Small- & Medium-Sized Businesses: The Best Annual Update & Review of the U.S. GAAP, Tax & Cash Financial Reporting Frameworks The Business Financial Health Checkup: A Process to Identify Misstatements & Profitability Roadblocks Using Analytical Procedures as the Primary Tool Becoming an AICPA Peer Review Team or Review Captain: Case Study Application

Virginia Beach

Richmond

Fairfax

10/23/19

Accounting Standards for Small- & Medium-Sized Businesses: The Best Annual Update & Review of the U.S. GAAP, Tax & Cash Financial Reporting Frameworks Preparation, Compilation & Review Standards: The Best Annual Update & Review of SSARS

Fairfax

10/24/19

Auditing Standards Issued by the AICPA: The Best Annual Update & Review

10/25/19

7/11/19

Government & Nonprofit Date

Title

Location

Page

10/31/19

Latest Developments in Nonprofit Accounting & Auditing

Fairfax

11/1/19

Preparing Nonprofit Financial Statements Under ASU No. 2016-14

Fairfax

11/7/19

Fraud & Abuse in Nonprofit Entities & Governments: Stealing From Everyone

Fairfax

11/19/19

ASU No. 2016-14: Nonprofit Financial Reporting

Fairfax

12/5/19

Annual Update for Governments & Nonprofits

Richmond

Construction Contractors: Critical Accounting, Auditing & Tax Issues

Richmond

12/5/19

Financial Reporting for Nonprofit Entities

Richmond

11/5/19

Accounting Standards for Small- & Medium-Sized Businesses: The Best Annual Update & Review of the U.S. GAAP, Tax & Cash Financial Reporting Frameworks

Richmond

12/12/19

Accounting & Reporting for Nonprofit Organizations

Fairfax

11/6/19

Preparation, Compilation & Review Standards: The Best Annual Update & Review of SSARS

Richmond

11/6/19

Winning the Fraud Battle in the 21st Century: Prevention & Detection

Fairfax

11/7/19

Richmond

11/18/19

The Business Financial Health Checkup: A Process to Identify Misstatements & Profitability Roadblocks Using Analytical Procedures as the Primary Tool A Complete Guide to the New Yellow Book

Fairfax

Date

Title

Location

Page

11/18/19

Revenue Recognition: Mastering the New FASB Requirements

Richmond

6/17/19

The Strategic CFO: Big Picture Skills

Richmond

11/19/19

Fraud Basics: Protecting the Company Till

Fairfax

6/18/19

CFO Forum: Balance Sheet Management

Richmond

11/19/19

Fraud Update: Detecting & Preventing the Top 10 Fraud Schemes

Richmond

7/9/19

Advanced Controller & CFO Skills

Virginia Beach

11/21/19

Leases: Mastering the New FASB Requirements

Richmond

7/10/19

Analytics & Big Data for Accountants

Virginia Beach

11/22/19

Annual Update for Accountants & Auditors

Richmond

7/11/19

Financial Statement Analysis: Basis for Management Advice

Virginia Beach

11/22/19

U.S. GAAP: Review for Business & Industry

Richmond

9/17/19

Employer’s Handbook: Legal, Tax & Health Care Issues

Richmond

12/3/19

FASB Update for Small- & Medium-Sized Businesses: A Practical Implementation Guide

Fairfax

10/21/19

Annual Update for Controllers

Richmond

12/5/19

Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization

Richmond

10/22/19

Finance Business Partnering: The Essentials

Richmond

12/5/19

Forensic Investigations: Key Tools to Success

Richmond

10/24/19

Current Developments & Best Practices for Today’s CFOs & Controllers

Richmond

12/6/19

Accounting & Auditing Update

Richmond

11/14/19

CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting & Budgeting

Richmond

12/6/19

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know

Richmond

12/6/19

Preparation, Compilation & Review Engagements: Update & Review

Richmond

12/6/19

The Bottom Line on the New Lease Accounting Requirements

Richmond

12/13/19

The New Yellow Book: Government Auditing Standards, 2018 Revision

Fairfax

8/13/19 10/22/19

Accounting & Auditing

Management & Finance

Topical Index Taxation

Taxation

Date

Title

Location

Page

Date

Title

Location

Page

6/24/19

Basis Calculations & Distributions for Pass-Through Entity Owners: Schedule K-1 Analysis

Fairfax

12/5/19

How to Settle a Client’s Estate

Fairfax

6/25/19

IRC §199A QBI Deduction & Tax Cuts & Jobs Act Update

Fairfax

12/6/19

Buying & Selling a Business: Critical Tax & Structuring Issues

Fairfax

7/9/19

Social Security & Medicare Planning

Virginia Beach

12/6/19

Surgent’s Top 10 Tax Topics This Year

Fairfax

7/10/19

Surgent’s Individual & Financial Planning Tax Camp

Virginia Beach

12/12/19

Cut Your Clients’ Tax Bills: Individual Tax Planning Tips & Strategies

Fairfax

7/11/19

Surgent’s Annual Tax Planning Guide for S Corporations, Partnerships & LLCs

Virginia Beach

12/13/19

Hottest Tax Topics for 2019

Fairfax

9/17/19

Tax Considerations & Consequences for Closely Held Businesses

Richmond

12/16/19

Form 1040 Return Review Boot Camp for New & Experienced Reviewers

Richmond

9/18/19

Reviewing Pass-Through Tax Returns: What Are You Missing?

Richmond

12/16/19

Surgent’s Advanced Critical Tax Issues for Limited Liability Companies & Partnerships

Fairfax

9/18/19

The Top 50 Mistakes Practitioners Make & How to Fix Them: Individual Tax & Financial Planning Richmond

12/17/19

Practical Planning Boot Camp: S Corporations & LLCs

Fairfax

10/23/19

Advanced Tax Strategies for LLCs & Partnerships

Fairfax

12/17/19

Tax Forms Boot Camp: LLCs, Partnerships & S Corporations

Richmond

10/24/19

Form 990: Mastering Its Unique Characteristics

Fairfax

12/18/19

The Best S Corporation, Limited Liability & Partnership Update Course by Surgent

Richmond

10/24/19

The Best Federal Tax Update Course by Surgent

Richmond

12/19/19

The Best Individual Income Tax Update Course by Surgent

Richmond

10/25/19

New! Forms 1120S & 1065 Return Review Boot Camp for New & Experienced Reviewers

Richmond

10/31/19

Estate & Life Planning Issues for the Middle-Income Client

Fairfax

11/1/19

Don Farmer’s 2019 Federal Tax Update

Roanoke

11/1/19

The Year’s Best Income Tax, Estate Tax & Financial Planning Ideas

Fairfax

Date

Title

Location

Page

11/6/19

The Complete Guide to Liquidation of Business Entities

Fairfax

7/9/19

Virginia Beach

11/7/19

Surgent's Advanced Individual Income Tax Return Issues

Fairfax

11/11/19

AICPA’s Annual Federal Tax Update

Fairfax

Data Privacy & Security Considerations: Microsoft Office Files, PDFs, Encryption, Cloud Storage & Cybersecurity Tips for CPAs Excel Boot Camp for CPAs

Virginia Beach

11/12/19

Annual Tax Update: Individuals & Sole Proprietors

Fairfax

Virginia Beach

11/14/19

Don Farmer’s 2019 Federal Tax Update

Fairfax

Excel, Outlook, Word, OneNote, PowerPoint, Collaboration Tools & Office 365: Improve Personal Productivity

11/14/19

Real Estate Tax Boot Camp

Richmond

11/15/19

Multistate Tax Update

Richmond

11/15/19

The Complete Guide to Payroll Taxes & 1099 Issues

Richmond

Date

Title

Location

Page

11/18/19

The Complete Trust Workshop

Richmond

6/6/19

Accounting Educators’ Exchange

Richmond

11/19/19

New! Securing a Comfortable Retirement in the Age of Spending

Richmond

6/27/19

Employee Benefits & Retirement Plan Symposium

Richmond

11/21/19

Basis/Distributions for Pass-Through Entities: Simplifying the Complexities

Richmond

7/9/19 – 7/11/19

Virginia Beach Retreat

Virginia Beach

12/2/19

Advanced Technical Tax Forms Training: LLCs, S Corporations & Partnerships

Fairfax

9/19/19 – 9/20/19

Business Valuation, Fraud & Litigation Services Conference

Richmond

12/2/19

Don Farmer’s 2019 Federal Tax Update

Richmond

9/23/19 – 9/24/19

49th Annual Virginia Accounting & Auditing Conference

Roanoke

12/2/19

Fiduciary Income Tax Returns: Form 1041 Workshop With Filled-in Forms

Fairfax

9/26/19 – 9/27/19

49th Annual Virginia Accounting & Auditing Conference

Falls Church

12/3/19

Don Farmer’s 2019 Individual Income Tax Workshop

Richmond

10/28/19 – 10/29/19

KnowledgeNOW

Fairfax

12/3/19

Form 1065 Boot Camp: Step-by-Step Preparation With Completed Forms

Fairfax

11/11/9 – 11/12/19

Technology & Innovation Showcase

Richmond

12/4/19

Don Farmer’s 2019 Corporate/Business Income Tax Workshop

Richmond

11/20/19 – 11/22/19

49th Annual Virginia Accounting & Auditing Conference

Virginia Beach

12/5/19

Advanced Technical Tax Forms Training: Form 1040 Issues

Fairfax

12/11/19

Women’s Leadership Forum

Richmond

Technology 7/10/19 7/11/19

Conferences

Accounting & Auditing

Accounting Standards for Small- & Medium-Sized Businesses: The Best Annual Update & Review of the U.S. GAAP, Tax & Cash Financial Reporting Frameworks

New! A Complete Guide to the New Yellow Book Obtain a comprehensive overview of the new Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format including over 20 focused exercises on key practice issues.

COURSE #

3-642

DATE:

11/18/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

Who should attend Auditors performing Yellow Book engagements

LEVEL:

Basic

CPE CREDIT:

Prerequisite Basic audit knowledge

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 10/21/2019

Get up-to-date on the recent changes that have occurred in the U.S. Accounting Standards Codification that are particularly relevant to small- and medium-sized entities (SMEs) including the lease accounting standards. Who should attend Practitioners who need to update their knowledge of the accounting standards issued during the past year that affect the preparation of financial statements of small- and medium-sized entities and who need to know how to handle common financial statement deficiencies

COURSE #

3-709

DATE:

10/22/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 9/23/2019

Prerequisite None

Accounting Standards for Small- & Medium-Sized Businesses: The Best Annual Update & Review of the U.S. GAAP, Tax & Cash Financial Reporting Frameworks Accounting & Auditing Update Review all the relevant pronouncements, exposure drafts and other guidance recently issued in the accounting and auditing arenas. Let us sort through all of the complexities and help you identify and apply recently issued FASB and ASB standards and guidance. Who should attend CPAs in public practice and industry who want to remain up-to-date on accounting and auditing pronouncements Prerequisite Experience in accounting and auditing

COURSE #

3-156

DATE:

12/6/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 11:30 a.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Bruce Shepard, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Accounting Standards for Small- & Medium-Sized Businesses: The Best Annual Update & Review of the U.S. GAAP, Tax & Cash Financial Reporting Frameworks Get up-to-date on the recent changes that have occurred in the U.S. Accounting Standards Codification that are particularly relevant to small- and medium-sized entities (SMEs) including the lease accounting standards. Who should attend Practitioners who need to update their knowledge of the accounting standards issued during the past year that affect the preparation of financial statements of small- and medium-sized entities and who need to know how to handle common financial statement deficiencies Prerequisite None 8

COURSE #

3-102

DATE:

7/10/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 6/10/2019

COURSE #

3-621

DATE:

11/5/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $309/$409 before 10/7/2019

Prerequisite None

Annual Update & Practice Issues for Preparation, Compilation & Review Engagements This course will enable you to be compliant with all of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARS). Who should attend CPA firm seniors (and above) managing engagements performed in accordance with SSARS Prerequisite Experience with engagements performed in accordance with SSARS

COURSE #

3-700

DATE:

6/24/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Melissa Critcher, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 5/27/2019

Accounting & Auditing

Becoming an AICPA Peer Review Team or Review Captain: Case Study Application

Annual Update for Accountants & Auditors Review relevant pronouncements, exposure drafts and other guidance recently issued in the accounting, auditing, review, compilation and preparation engagement arenas. Let us sort through the complexities and help you identify and apply recently issued FASB, PCAOB, ARSC and ASB standards and guidance.

COURSE #

3-613

DATE:

11/22/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

Who should attend CPAs in public practice and industry who want to remain upto-date on accounting, auditing, preparation, compilation and review pronouncements

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Dan Bradley, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 10/23/2019

Prerequisite Previous experience in accounting and auditing

Learn how to apply the NEW “clarification” auditing standards that were formally adopted by the AICPA Auditing Standards Board. Also obtain guidance on how to perform an effective and efficient audit engagement of a non-issuer following the new clarification auditing standards.

COURSE #

3-713

DATE:

10/24/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

Who should attend • Practitioners who must understand and implement the new clarification auditing standards • Practitioners who need to be aware of common audit engagement deficiencies, and who are responsible for making audit engagements more profitable

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 9/24/2019

Prerequisite None

Prerequisite None 10

3-601

DATE:

8/13/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

Who should attend CPE CREDIT: Individuals who wish to serve as peer review team and review captains INSTRUCTOR: Prerequisite BEST PRICE: Completion of the AICPA’s “Becoming an AICPA Peer Review Team or Review Captain: Program Overview” online course

8 Robert Moore Jr., CPA Member/Nonmember: $299/$399 before 7/15/2019

The construction industry comes with many advanced accounting issues, audit procedures and tax issues, making construction contractor engagements inherently higher risk than other engagements. As a result, practitioners and financial professionals should be prepared to address difficult issues such as look-back calculations, measuring progress of contracts, overhead allocations and internal controls for construction contractors. Learn about some of the most pervasive issues in the construction industry and how to identify and manage the risks inherent with construction contractor engagements. Who should attend Practitioners and financial professionals in the construction industry

COURSE #

3-614

DATE:

12/16/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Advanced

CPE CREDIT:

INSTRUCTOR:

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA

BEST PRICE:

Member/Nonmember: $349/$449 before 11/18/2019

Prerequisite Previous experience in the construction industry

Construction Contractors: Critical Accounting, Auditing & Tax Issues

Audits of 401(k) Plans

Who should attend Auditors of employee benefit plans and accountants in business and industry who are responsible for company benefits

COURSE #

Construction Contractors’ Advanced Issues

Auditing Standards Issued by the AICPA: The Best Annual Update & Review

Since 401(k) plans make a popular option for employee benefit plans, auditors of employee benefit plans must have the proper skills to audit these plans effectively. Learn how to audit a 401(k) plan and prepare financial statements that satisfy ERISA and SEC requirements. Tap into ways to plan and conduct 401(k) audits more efficiently and effectively, and understand the differences between 401(k) audits and other employee benefit plan audits.

Apply your knowledge of the AICPA’s Peer Review Program to a practical application case study. Review realistic case studies that encompass the most important elements of a system peer review, as well as several case studies pertaining to an engagement review. As a current or future team and/or review captain, learn to successfully plan for, perform and report on both system and engagement reviews.

COURSE #

3-701

DATE:

6/25/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

INSTRUCTOR:

Melissa Critcher, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 5/27/2019

Discuss why construction accounting and financial reporting are so complex, and explore the relationship between the contractor and the surety, both from an underwriting and claims perspective. Also review what the surety looks for in order to maximize potential bond credit, and discuss key areas of tax compliance concentrating on those areas which make construction unique, including the impact of The Tax Cuts and Jobs Act. Who should attend Practitioners who have clients and professionals in the construction industry who need to be up-to-date on the latest information Prerequisite Previous experience in the construction industry or in providing service to construction clients

COURSE #

3-617

DATE:

10/25/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Brent McClure, CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 9/25/2019

Accounting & Auditing Data Breaches & Other Cyber Frauds: A 21st Century Risk to Your Organization

Fraud Basics: Protecting the Company Till

Gain an understanding of the risks associated with data breaches and other cyber frauds. Become more aware of the policies and procedures needed to protect your company data. Review the requirements for internal controls over technology required by the 2013 COSO Framework on Internal Controls and review internal controls that can help prevent and detect cyber frauds including data breaches.

COURSE #

3-151

DATE:

12/5/2019

LOCATION:

Richmond CPA Center

TIME:

12:30 – 4 p.m.

LEVEL:

Basic

Who should attend Auditors and CPAs working for businesses, governments and nonprofits who want to obtain a basic understanding of the issues associated with cyber frauds and cybersecurity

CPE CREDIT:

INSTRUCTOR:

Curtis Quickel, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite None.

Obtain a comprehensive review of recent Financial Accounting Standards Board (FASB) accounting and reporting matters most relevant to smaller companies including: Private Company Standard Setting activities; Accounting Standards Updates (ASUs) recently issued and the FASB’s current technical agenda; revenue recognition; lease accounting; and new ASUs dealing with financial instruments.

COURSE #

3-731

DATE:

12/3/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

Who should attend • CPAs and staff in small- and medium-sized organizations, both in public accounting and business and industry • Controllers, accountants and other financial accounting personnel involved in financial statement preparation and review

CPE CREDIT:

INSTRUCTOR:

David Peters, CPA, CFP®, ChFC, CLU

BEST PRICE:

Member/Nonmember: $349/$449 before 11/4/2019

3-643

DATE:

11/19/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 — 11:30 a.m.

Who should attend CPAs in public practice and industry who wish to educate clients or colleagues on how to better prevent fraud from occurring at the source

LEVEL:

Basic

CPE CREDIT:

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite None

Discover how major fraud schemes are perpetrated (including real-world examples) and learn about the types of cost-effective controls that can be implemented by both small and large businesses and nonprofit entities to identify and prevent these deceptive acts.

COURSE #

3-609

DATE:

11/19/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

Who should attend Business owners, managers, supervisors, employees, accountants and auditors

LEVEL:

Intermediate

CPE CREDIT:

Prerequisite Experience in accounting and reporting

INSTRUCTOR:

Jack Georger, CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 10/21/2019

Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know

Forensic Investigations: Key Tools to Success

COURSE #

Fraud Update: Detecting & Preventing the Top 10 Fraud Schemes

FASB Update for Small- & Medium-Sized Businesses: A Practical Implementation Guide

Prerequisite Experience in financial accounting and reporting

Focus on ways to reduce the overall risk of fraud by determining the factors that contribute to turning honest employees into schemers. Discuss integrity and ethics, as well as how people may react in certain situations. Also explore the Darknet and cryptocurrency fraud.

Dive into the unique investigative and communications skills required of the best forensic accountants and learn how to conduct interviews and provide expert witness testimony in mediations, arbitrations and governmental hearings. Also discover how to use investigative methods to obtain evidence during a forensic accounting engagement.

COURSE #

3-150

DATE:

12/5/2019

LOCATION:

Richmond CPA Center

TIME:

8 — 11:30 a.m.

LEVEL:

Intermediate

Who should attend Individuals looking to expand their knowledge of forensic accounting

CPE CREDIT:

Prerequisite Experience in accounting and financial reporting

INSTRUCTOR:

Curtis Quickel, CPA

BEST PRICE:

Member/Nonmember: $199/$249

The new accounting standard for revenue recognition was released in 2014 but its effective date is right around the corner. With the issuance of FASB ASU No. 2014-09, Revenue From Contracts With Customers, FASB has completed a convergence project. This course will provide you with an in-depth understanding of the framework for revenue recognition built around the core principle that is applied in a five-step process. Who should attend Accountants in public practice and industry who need an update on the latest revenue recognition guidance

COURSE #

3-154

DATE:

12/6/2019

LOCATION:

Richmond CPA Center

TIME:

8 — 11:30 a.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Curtis Quickel, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite Experience in the application of accounting standards 13

Accounting & Auditing

Preparation, Compilation & Review Standards: The Best Annual Update & Review of SSARS

Leases: Mastering the New FASB Requirements

How do the leasing requirements in the new FASB standard differ from current GAAP? Examine the core principles of the new standard, including identification, recognition, measurement, presentation and disclosure requirements. Additional topics include short-term leases, purchase options, variable lease payments and sale and leaseback transactions.

COURSE #

3-610

DATE:

11/21/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

Who should attend Accountants in public practice and industry

CPE CREDIT:

INSTRUCTOR:

Joann Cross, CPA, Ph.D., CMA, CGFM

Who should attend • Practitioners who need to understand and implement the pronouncements, interpretations and technical practice aids that apply to review, compilation and financial statement preparation engagements • Practitioners who need to be aware of common deficiencies in compilation and review engagements and ways to avoid them

BEST PRICE:

Member/Nonmember: $349/$449 before 10/22/2019

Prerequisite None

Prerequisite Experience in the application of accounting standards

Who should attend CPA firm seniors (and above) managing engagements performed in accordance with SSARS

COURSE #

3-157

DATE:

12/6/2019

LOCATION:

Richmond CPA Center

TIME:

12:30 — 4 p.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Bruce Shepard, CPA

BEST PRICE:

Member/Nonmember: $199/249

Prerequisite Experience with engagements performed in accordance with SSARS

DATE:

10/23/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 9/23/2019

Analyze all of the relevant authoritative pronouncements that a CPA must understand in order to properly perform compilation and review engagements. Obtain an in-depth analysis of SSARS 21 as amended by SSARS 23 including implementation guidance. Who should attend • Practitioners who need to understand and implement the pronouncements, interpretations and technical practice aids that apply to review, compilation and financial statement preparation engagements • Practitioners who need to be aware of common deficiencies in compilation and review engagements and ways to avoid them

COURSE #

3-624

DATE:

11/6/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $309/$409 before 10/7/2019

Prerequisite None

Preparation, Compilation & Review Standards: The Best Annual Update & Review of SSARS Analyze all of the relevant authoritative pronouncements that a CPA must understand in order to properly perform compilation and review engagements. Obtain an in-depth analysis of SSARS 21 as amended by SSARS 23 including implementation guidance.

3-711

Preparation, Compilation & Review Standards: The Best Annual Update & Review of SSARS

Preparation, Compilation & Review Engagements: Update & Review If you supervise preparation, compilation and review engagements, this course will help you comply with the professional standards by informing you of the latest developments and issues relevant to these engagements. Learn about the U.S. business economy, peer review, FASB updates, International Financial Reporting Standards and other areas affecting preparation, compilation and review engagements.

COURSE #

3-106

DATE:

7/9/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 6/10/2019

Preventing, Detecting & Investigating Identity Theft Discover how to protect yourself and your clients from identity theft, including the theft of personal and professional identities. If you have clients who are victims of identity theft, learn how to be an advocate for them and where to report the theft in order to assist them in recovering from this crime.

COURSE #

3-615

DATE:

12/17/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

Who should attend CPAs; forensic accountants; fraud examiners; individuals in the banking and financial services industry; attorneys; law enforcement; and other interested individuals

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Jennifer Elder, CPA, CMA, CIA, CFF, CGMA

Prerequisite Basic knowledge of fraud and related investigations

BEST PRICE:

Member/Nonmember: $349/$449 before 11/18/2019

Accounting & Auditing Revenue Recognition: Mastering the New FASB Requirements With the issuance of FASB ASU No. 2014-09, Revenue from Contracts with Customers, FASB has completed a convergence project with the IASB to improve financial reporting by creating common revenue recognition guidance for U.S. GAAP and IFRS. Obtain an in-depth understanding of the framework for revenue recognition built around the core principle that is applied in a five-step process. In addition, discover how to avoid revenue recognition traps and review the latest FASB guidance. Who should attend Accountants in public practice and industry who need an update on the latest revenue recognition guidance

This course fills an important need for both financial managers and accountants in public accounting by offering the tools for predicting the future success of a business. Attendees will also gain practical guidance for the effective use of benchmarking and analytical procedures.

COURSE #

3-625

DATE:

11/7/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

Jack Georger, CPA

Who should attend Practitioners who have the responsibility of analyzing the financial condition, profitability, cash flows and organizational health of closely-held companies

INSTRUCTOR:

Walter J. Haig II, CPA

Member/Nonmember: $329/$429 before 10/21/2019

Prerequisite None

BEST PRICE:

Member/Nonmember: $309/$409 before 10/8/2019

COURSE #

3-608

DATE:

11/18/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR: BEST PRICE:

Prerequisite Experience in the application of accounting standards

New! The New Yellow Book: Government Auditing Standards, 2018 Revision

The Bottom Line on the New Lease Accounting Requirements How do the leasing requirements in the new standard differ from current GAAP? Discuss basic identification, recognition, measurement, presentation and disclosure requirements. Also explore case studies on the application of the new standard. Review the lessee accounting model, including lease classification, amortization of the right-of-use asset and interest on the lease liability. Also discuss the lessor accounting model, including profit recognition and collectability. Who should attend Accountants in public practice and industry

COURSE #

3-155

DATE:

12/6/2019

LOCATION:

Richmond CPA Center

TIME:

12:30 — 4 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Curtis Quickel, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite Experience in the application of accounting standards

This course is based on Government Auditing Standards, 2018 Revision, which is effective for financial audits of fiscal years ending on or after June 30, 2020. It provides an excellent baseline of information for accountants as it relates to understanding the guidance in the new Yellow Book. Walk away with an understanding of the requirements related to independence as found in Government Auditing Standards, 2018 Revision, which will be effective for fiscal years beginning July 1, 2019. Who should attend Government auditors and public accountants who will be planning or conducting engagements in accordance with Government Auditing Standards, 2018 Revision (“Yellow Book”)

COURSE #

3-718

DATE:

12/13/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

INSTRUCTOR:

Jeffrey Lieman, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 11/13/2019

Prerequisite None

The Business Financial Health Checkup: A Process to Identify Misstatements & Profitability Roadblocks Using Analytical Procedures as the Primary Tool This course fills an important need for both financial managers and accountants in public accounting by offering the tools for predicting the future success of a business. Attendees will also gain practical guidance for the effective use of benchmarking and analytical procedures.

COURSE #

3-110

DATE:

7/11/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

Who should attend Practitioners who have the responsibility of analyzing the financial condition, profitability, cash flows and organizational health of closely-held companies

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Walter J. Haig II, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 6/11/2019

Prerequisite None

The Business Financial Health Checkup: A Process to Identify Misstatements & Profitability Roadblocks Using Analytical Procedures as the Primary Tool

U.S. GAAP: Review for Business & Industry Which FASB Accounting Standards Updates (ASU) become effective in the next year and beyond and how should they be applied? Discuss GAAP financial accounting and reporting topics in conjunction with an overview of recent FASB pronouncements. This course is a must for CPAs and management accountants in business and industry.

COURSE #

3-611

DATE:

11/22/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Update

Who should attend Accountants, controllers, internal auditors and other management-level accounting personnel and educators

CPE CREDIT:

INSTRUCTOR:

Joann Cross, CPA, Ph.D., CMA, CGFM

Prerequisite Experience in the application of accounting standards

BEST PRICE:

Member/Nonmember: $349/$449 before 10/23/2019

Accounting & Auditing

Free CPE

Upcoming Peer Review: Is Your Firm Ready? Find out how to prepare for your next peer review and what you can do on a daily basis to create a strong quality control environment for your firm. Identify the most common significant deficiencies that peer reviews uncover and what you can do to prevent them from occurring in your firm. If you have specialized engagements such as governmental units, nonprofit organizations, construction contractors or employee benefit plans, this course examines the additional issues that may come into play. Who should attend Practitioners subject to peer review who are involved in performing accounting and auditing services for small- and mid-size businesses

COURSE #

3-600

DATE:

6/11/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Robert Moore Jr., CPA

BEST PRICE:

Member/Nonmember: $299/$399 before 5/13/2019

Your VSCPA membership includes dozens of opportunities to earn up to 20+ CPE credits over the course of the year. Visit vscpa.com/FreeCPE to register.

Virtual VSCPA Interchange: 1 CPE Credit

July 25

Join us online for a quick overview of timely professional issues.

Dec. 12

VSCPA Interchange: 4 CPE Credits

NEW! WOWbinars: The Innovation Series: 1 CPE Credit

Stay up-to-date on professional issues and VSCPA initiatives.

The VSCPA’s Center for Innovation is committed to keeping you informed on all of the hot topics in technology and talent through our new, onehour lunchtime WOWbinars. Learn from our Center for Innovation partners and industry leaders about topics ranging from workplace culture to artificial intelligence (AI) to cybersecurity and the cloud. Topics are subject to change.

Oct. 24 March 19, 2020

Prerequisite Experience in performing accounting and auditing services

Winning the Fraud Battle in the 21st Century: Prevention & Detection Focus on ways to reduce the overall risk of fraud, including the factors that contribute to turning honest employees into fraudsters. Discuss integrity and ethics, as well as how people may react in certain situations. Also touch upon what lurks in the Darknet, along with cryptocurrency fraud.

COURSE #

3-716

DATE:

11/6/2019

LOCATION:

Who should attend • CPAs in public practice and industry who wish to educate clients or colleagues on how to better prevent fraud from occurring at the source — would-be fraudsters • Those who need information about controls used by fraud victim organizations and who need to know how to better implement and augment them Prerequisite None

June 5

Norfolk

June 7

Richmond

Waterford at Fair Oaks, Fairfax

June 10

Lynchburg

TIME:

8 a.m. — 3:30 p.m.

June 14

Harrisonburg

LEVEL:

Basic

June 17

Charlottesville

CPE CREDIT:

June 19

Fredericksburg

INSTRUCTOR:

Jeffrey Lieman, CPA

June 20

Roanoke

June 21

Danville

June 26

Fairfax

June 27

Alexandria

Nov. 19

Abingdon (2 CPE credits)

BEST PRICE:

Member/Nonmember: $349/$449 before 10/7/2019

June 19

Talent Development

July 17

Small Business

Aug. 21

AI & Robotic Process Automation

Sept. 18

Learning Styles & Peer Learning

Oct. 16

Cybersecurity

Nov. 20

Center for Innovation

Jan. 15, 2020

Future-Forward Issues in Legislature

Feb. 22, 2020

Cloud Computing

March 18, 2020

Client Accounting Services & Outsource Accounting

April 22, 2020

Volunteerism

vscpa.com/FreeCPE

O N IN E T A V VSCPA CENTER FOR INNOVATION

WHAT GOOD IS AN IDEA IF IT REMAINS AN IDEA?

— SIMON SINEK

Do you feel empowered to innovate or stray from what’s always been done? The possibilities of what you can achieve are endless when you choose to make change a priority, and that’s why we created the Center for Innovation! In order to cultivate and retain your best employees, you’ll need to create a culture that drives innovation and explores new ideas. Encourage your team to think big and differently by utilizing the resources and learning opportunities within the Center for Innovation.

vscpa.com/innovation

Future-Ready With New Center for Innovation Innovation is everywhere in the CPA profession and at the VSCPA. With guidance from our member advisory council, we launched the Center for Innovation in November 2018 as a go-to resource to empower you to drive CPA relevance through innovative and visionary leadership. The Center offers the most relevant content and future-forward resources, learning and engagement programs to help you find solutions for problems in two focus areas: • Technology: Help members adapt to, embrace and leverage rapidly changing technologies • Talent: Help members build leadership skills and grow knowledge of global trends to develop talent and build a thriving workplace of the future To cultivate and retain your best employees and grow your business, you’ll need to create a culture that drives innovation and explores new ideas. We’ve partnered with leading experts in their fields to offer discounts on hand-selected programs and exclusive content only available to VSCPA members. You can find more information on the Center and see everything it has to offer at vscpa.com/Innovation, and we’d love to hear how you’re innovating. Email innovation@vscpa.com with any thoughts, ideas or examples of innovation happening at your firm or company for a chance to highlight the good work you’re doing as our next Featured Innovator! And follow #CPAInnovate on social media for even more resources.

Virginia-Specific Ethics Course 2019

Government & Nonprofit Accounting & Reporting for Nonprofit Organizations

Fulfill the Virginia Board of Accountancy’s (VBOA) annual, 2-hour (100-minute) Ethics requirement for 2019.

Examine, evaluate and perform case studies that will enhance your working knowledge of fundamental nonprofit accounting, reporting and presentation requirements. Note disclosures unique to nonprofits as well as options allowed under generally accepted accounting principles. Also review FASB’s financial statement standard updates and revenue recognition standards.

COURSE #

3-708

DATE:

12/12/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

Who should attend Auditors, practitioners and accounting and finance professionals of nonprofit organizations

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Jeffrey Lieman, CPA

BEST PRICE:

Member/Nonmember: $349/$499 before 11/12/2019

Prerequisite Experience in the nonprofit environment

Live Seminars

Webcasts

May 20

Williamsburg

May 29

• On-demand on your schedule

June 6

Richmond

June 20

June 19

Fredericksburg

July 24

• In-house with a group (contact jmedley@vscpa.com)

June 21

Danville

Aug. 27

June 27

Richmond

Sept. 10

July 10

Virginia Beach

Sept. 26

July 25

Fairfax

Oct. 10

July 26

Fairfax

Oct. 23

Sept. 19

Richmond

Nov. 13

Sept. 23

Roanoke

Nov. 26

Sept. 24

Roanoke

Dec. 10

Sept. 26

Falls Church

Dec. 19

Sept. 27

Falls Church

Jan. 23, 2020

Oct. 23

Fairfax

Oct. 29

Fairfax

Oct. 31

Roanoke

Nov. 6

Richmond

Nov. 14

Fairfax

Nov. 19

Abingdon

Nov. 21

Virginia Beach

Nov. 22

Virginia Beach

Dec. 3

Richmond

Dec. 11

Richmond

vscpa.com/Ethics

Other Ways to Take Ethics

Price • $59 for live seminars, webcasts and the on-demand course • For group pricing and sales, contact jmedley@vscpa.com

Annual Update for Governments & Nonprofits Catch up on the latest developments in accounting and auditing for state and local governments and nonprofits. Review recent activities of the OMB, GAO, AICPA, GASB and FASB, and get a feel for significant projects that these organizations are working on for the future.

COURSE #

3-152

DATE:

12/5/2019

LOCATION:

Richmond CPA Center

TIME:

8 — 11:30 a.m.

Who should attend • Accounting and finance personnel responsible for accounting and financial reporting for governments and nonprofits • Auditors of these entities

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Bruce Shepard, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite Basic knowledge and experience in governmental and nonprofit accounting and auditing

ASU No. 2016-14: Nonprofit Financial Reporting ASU No. 2016-14 — Presentation of Financial Statements of Nonprofit Entities — is the most significant nonprofit reporting standard in over 20 years and is now fully effective. Review the new requirements, determine how they manifest themselves in the financial statements and discover key options that nonprofits have in implementing them. Also examine other key changes affecting nonprofits, including leases and the new revenue recognition and contribution requirements. Who should attend Nonprofit industry professionals and auditors

COURSE #

3-644

DATE:

11/19/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

12:30 – 4 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $199/$249

Prerequisite Some introductory background in nonprofit accounting and reporting 23

Government & Nonprofit Financial Reporting for Nonprofit Entities

Preparing Nonprofit Financial Statements Under ASU No. 2016-14

Explore the requirements under FASB’s financial statement standard and gain insight into what makes nonprofit financial reporting different, such as accounting for grants and contracts. Discover how to clear key hurdles in nonprofit accounting and reporting in an efficient and effective manner.

COURSE #

3-153

DATE:

12/5/2019

LOCATION:

Richmond CPA Center

TIME:

12:30 – 4 p.m.

Who should attend Professionals working with or in the nonprofit environment

LEVEL:

Intermediate

CPE CREDIT:

Prerequisite Experience in the nonprofit environment

INSTRUCTOR:

Bruce Shepard, CPA

BEST PRICE:

Member/Nonmember: $199/$249

ASU No. 2016-14 — Presentation of Financial Statements of Nonprofit Entities — is the most significant nonprofit reporting standard in over 20 years and is now fully effective. Review the new requirements, determine how they manifest themselves in the financial statements and discover key options that nonprofits have in implementing them. Also examine other key changes affecting nonprofits, including leases and the new revenue recognition and contribution requirements. Who should attend Nonprofit industry professionals and auditors

COURSE #

3-719

DATE:

11/1/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 10/2/2019

Prerequisite Some introductory background in nonprofit accounting and reporting

Fraud & Abuse in Nonprofit Entities & Governments: Stealing From Everyone When nonprofit entities and governments fall prey to fraud and abuse, it breaks the hearts of donors and taxpayers because it causes them to lose confidence in those nonprofit entities and governments. Focus on the common types of fraud and abuse that occur in nonprofit entities and governments and also learn about the auditor’s responsibilities related to fraud and abuses.

COURSE #

3-717

DATE:

11/7/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

Accounting & Attestation Update 2019

TIME:

8 a.m. — 3:30 p.m.

COURSE #

3-647

Who should attend Auditors of nonprofit entities and governments and industry professionals interested in preventing fraud

LEVEL:

Intermediate

DATE:

12/12/2019

CPE CREDIT:

TIME:

8 a.m. — 3:30 p.m.

INSTRUCTOR:

Jeffrey Lieman, CPA

CPE CREDIT:

BEST PRICE:

Member/Nonmember: $349/$449 before 10/8/2019

BEST PRICE:

Member/Nonmember: $309/$409 before 11/12/2019

Prerequisite Basic knowledge of the nonprofit and government environment

Accounting & Auditing Seminars

Implementing Leases (Topic 842)

Latest Developments in Nonprofit Accounting & Auditing

3-648

DATE:

12/13/2019

TIME:

8 — 11:30 a.m.

CPE CREDIT:

BEST PRICE:

Member/Nonmember: $199/$249

COURSE #

3-710

DATE:

10/31/2019

LOCATION:

Waterford at Fair Oask, Fairfax

Who should attend Auditors and industry professionals working in the nonprofit environment

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

What’s Going on at the FASB

CPE CREDIT:

Prerequisite Knowledge of nonprofit accounting and auditing

COURSE #

3-649

INSTRUCTOR:

Chuck Borek, CPA

DATE:

12/13/2019

BEST PRICE:

Member/Nonmember: $349/$449 before 10/1/2019

TIME:

12:30 — 4 p.m.

CPE CREDIT:

BEST PRICE:

Member/Nonmember: $199/$249

This year is indeed another year of significant change in the world of nonprofit accounting and auditing. Explore more than 30 focused exercises to enhance your working knowledge of the latest developments in nonprofit accounting and auditing.

COURSE #

Brought to you by Melisa Galasso, CPA Location: Richmond CPA Center or simulcast 25

Management & Finance Advanced Controller & CFO Skills

New! CFO Forum: Balance Sheet Management

Examine best practices of leading-edge controllers and CFOs. Demonstrate your advanced skills that add value and contribute to the success of the organization. Learn specific skills every CFO or controller needs to be successful, and discover that you suddenly have more power and influence than you ever thought possible.

COURSE #

3-100

DATE:

7/9/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

Who should attend Controllers and CFOs with at least four years of leadership experience and the desire to expand in their roles

LEVEL:

Advanced

CPE CREDIT:

Prerequisite Previous financial management experience

INSTRUCTOR:

James Lindell, CPA

BEST PRICE:

Member/Nonmember: $349/$499 before 6/10/2019

Explore the ins and outs of balance sheet management including the least understood risk, the cost of capital, and debt vs. equity. Discover what works best for your organization and find out how to build your personal net worth. Who should attend Current or aspiring chief financial officers particularly from medium-sized organizations Prerequisite Management experience helpful

COURSE #

3-105

DATE:

7/10/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Basic

Who should attend CFOs, controllers, treasurers and other financial managers

CPE CREDIT:

Prerequisite None

INSTRUCTOR:

James Lindell, CPA

BEST PRICE:

Member/Nonmember: $349/$499 before 6/10/2019

Annual Update for Controllers

Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management and business systems. Discuss leading-edge topics in managerial accounting and finance, and gain useful tips and practical guidance that you can apply immediately.

COURSE #

3-606

DATE:

10/21/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Update

Who should attend CFOs, controllers, treasurers and other financial managers

CPE CREDIT:

Prerequisite Management experience in accounting, finance or operations

INSTRUCTOR:

James Lindell, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 9/23/2019

3-637

DATE:

6/18/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Don Minges, MBA

BEST PRICE:

Member/Nonmember: $329/$429 before 5/20/2019

CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting & Budgeting

Analytics & Big Data for Accountants Analytics is the new force driving business. Tools have been created to measure program impacts and return on investment (ROI), visualize data and business processes, and uncover the relationship between key performance indicators. Discuss leading-edge topics in analytics and finance and gain useful tips and practical guidance that you can apply immediately.

COURSE #

This course is designed to integrate the strategic planning process and show how it can move from long-range thinking, through medium-term planning, through the annual budget, and to the monthly cash-flow forecast. Find out how to avoid political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating to the staff.

COURSE #

3-735

DATE:

11/14/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

Who should attend CFOs, controllers and finance professionals

CPE CREDIT:

INSTRUCTOR:

David Peters, CPA, CFP®, ChFC, CLU

BEST PRICE:

Member/Nonmember: $349/$449 before 11/18/2019

Prerequisite Experience in financial management of a small- or mid-size company

Current Developments & Best Practices for Today’s CFOs & Controllers This course is designed to give chief financial officers (CFO) and controllers the skills they need to lead their organizations into the rapidly changing decade. We know change is occurring at an exponential rate, so certain chapters dealing with current domestic and global economic conditions are included along with current technical issues on the cloud and social media.

COURSE #

3-616

DATE:

10/24/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. – 3:30 p.m.

LEVEL:

Update

Who should attend CFOs, controllers and finance professionals

CPE CREDIT:

Prerequisite Experience in financial management of a small- or mid-size company

INSTRUCTOR:

Brent McClure, CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 9/24/2019 27

Management & Finance Employer’s Handbook: Legal, Tax & Health Care Issues The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers and other advisors to provide insight into the complex legal, tax and health care issues associated with all aspects of employment, especially now. This course provides in-depth coverage of this critical area.

COURSE #

3-632

DATE:

9/17/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

Who should attend CPAs who need an in-depth understanding of employment issues

LEVEL:

Basic

CPE CREDIT:

Prerequisite None

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 8/19/2019

The Strategic CFO: Big Picture Skills Your financial accounting credentials do not automatically qualify you for a CFO role. Today’s CFOs have skills that go far beyond financial accounting. Come share ideas with veteran CFOs and learn new techniques that will make you more effective now and long into the future.

COURSE #

3-636

DATE:

6/17/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. – 3:30 p.m.

Who should attend Current or aspiring chief financial officers particularly from medium-sized organizations

LEVEL:

Intermediate

CPE CREDIT:

Prerequisite None

INSTRUCTOR:

Don Minges, MBA

BEST PRICE:

Member/Nonmember: $329/$429 before 5/20/2019

New! Finance Business Partnering: The Essentials Learn how to stay relevant and future-focused while building your competencies in critical areas including communication, influencing and business acumen. Also obtain strategies and best practices to support your ability to enable strategic decisions to drive business forward.

COURSE #

3-607

DATE:

10/22/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

Who should attend Finance professionals of any level who would like more insight into developing skills required for finance business partnering

LEVEL:

Basic

CPE CREDIT:

Prerequisite None

INSTRUCTOR:

James Lindell, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 9/23/2019

VIRGINIA BEACH RETREAT Up to 26 CPE credits Tax • Technology • CFO-related topics • Accounting and auditing And a new innovation track!

Financial Statement Analysis: Basis for Management Advice COURSE #

3-108

DATE:

7/11/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

Who should attend Accounting professionals responsible for financial statement analysis

LEVEL:

Basic

CPE CREDIT:

Prerequisite None

INSTRUCTOR:

James Lindell, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 6/11/2019

Review financial statements as a set of dynamic instruments that can be used for accurate, relevant and timely financial decisions. Focus on the economic and financial conditions that caused the statements to change and discover how businesses can manage liquidity, debt and profitability. Also explore effect ratios, causal ratios, pro forma analysis, sustainable growth and much more.

July 9–11, 2019 Hilton Virginia Beach Oceanfront vscpa.com/VaBeachRetreat

Peer Learning & Networking As part of our Center for Innovation, the VSCPA offers a variety of ways to expand your network and provide experiences that challenge your way of thinking. Through peer learning and networking events, you’ll have the opportunity to make meaningful connections with other VSCPA members.

Management of an Accounting Practice (MAP) Events: 3.5 CPE Credits Current and aspiring chief financial officers are invited to join the VSCPA and network with colleagues who also manage accounting practices during these interactive workshops. From 9 a.m. – 2 p.m., you’ll explore trends on managing an accounting practice and discuss the results of the AICPA Private Companies Practice Section (PCPS) CPA Firm Top Issues Survey. This event is for VSCPA members only and costs $199 to attend.   January 2020 Northern Virginia, Richmond and Tidewater

Mix & Mingles

Corporate Finance Roundtables: 2 CPE Credits

Joint networking events with the Virginia Bankers Association and Independent Insurance Agents of Virginia. New this year — you’ll hear from a speaker on various hot topics and then have the opportunity to participate in roundtable discussions. Keep an eye on vscpa.com/Networking for dates and details.

During these members-only events, you’ll participate in a facilitated discussion on hot topics impacting corporate finance. Each event takes place at the Richmond CPA Center from 8 – 10 a.m. and is free for VSCPA members.

July 24

Northern Virginia

Aug. 15

Richmond

Sept. 18

Tidewater

June 20 • Oct. 17

TBD Roanoke

XChange: Up to 9 CPE Credits

NEW! Innovation Open Houses

We’re excited to showcase several innovative organizations throughout Virginia. You’ll get a hands-on tour including an open forum discussion on what each organization is doing and how you can bring innovation into your workplace. Interested in hosting an Open House? Email VSCPA Senior Manager, Innovation & Leadership Laura Cobb at lcobb@vscpa.com. Check out vscpa.com/PeerToPeer for more information on dates and locations.

The VSCPA is hosting facilitated group discussions on topics such as staffing, technology, human resources-related issues, data analytics and more. Choose to attend in person or participate online from 9 a.m. – noon. Each offering consists of three sessions and is worth up to 9 CPE credits (3 credits per session). $199 for 3 sessions or $75 per session.  Richmond: May 23 • June 26 • July 30 Online:

May 30 • June 25 • July 31

Richmond: Sept. 25 • Oct. 23 • Nov. 20 Online:

Sept. 27 • Oct. 25 • Nov. 22 vscpa.com/PeerToPeer

Taxation

AICPA’s Annual Federal Tax Update

Advanced Tax Strategies for LLCs & Partnerships Learn the pros and cons of the LLC, general partnership, limited partnership and limited liability partnership by focusing on planning and potential tax traps. Review the distinct advantages of these entities and examine the risk members and partners face if they do not have a solid tax plan to minimize their exposure. In addition, explore some of the more intricate rules and regulations of these entities so you can move your working knowledge of partnership and LLC taxation beyond the basics. Who should attend Managers and partners in public accounting who assist clients with tax planning for closely-held LLCs and partnerships

Review all legislative, judicial and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Review current developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits and filing matters), business entities (including those regarding S corporations and their shareholders, C corporations and partnerships), estates and trusts, retirement plans and more.

COURSE #

3-702

DATE:

10/23/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Advanced

CPE CREDIT:

INSTRUCTOR:

David Peters, CPA, CFP®, ChFC, CLU

Who should attend • Public accounting senior associates, managers and partners • Tax professionals in company finance or tax departments

BEST PRICE:

Member/Nonmember: $349/$449 before 9/23/2019

Prerequisite Two years of tax experience

Prerequisite Basic knowledge of business taxation

COURSE #

3-704

DATE:

11/11/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

David Peters, CPA, CFP®, ChFC, CLU

BEST PRICE:

Member/Nonmember: $349/$449 before 10/14/2019

Annual Tax Update: Individuals & Sole Proprietors Advanced Technical Tax Forms Training: Form 1040 Issues Don’t let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. Discuss the topics that experienced staff, managers and partners should understand, and learn how to avoid costly mistakes when facing complicated 1040 issues.

COURSE #

3-736

DATE:

12/5/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

Who should attend CPAs in public accounting who prepare or review complex 1040 returns

LEVEL:

Advanced

CPE CREDIT:

Prerequisite Basic- to intermediate-level experience in preparing Form 1040

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 11/5/2019

This comprehensive course presents what’s new and what has changed in the federal individual income tax arena. Obtain up-tothe-minute guidance on the latest tax legislation, court decisions and IRS pronouncements. Gain practical insights and valuable tax-saving strategies.

COURSE #

3-705

DATE:

11/12/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

Who should attend Tax practitioners in public practice and industry who need to stay on top of the latest changes in federal tax law for individuals and sole proprietors

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

David Peters, CPA, CFP®, ChFC, CLU

Prerequisite Familiarity with federal tax issues for individuals

BEST PRICE:

Member/Nonmember: $349/$449 before 10/14/2019

Advanced Technical Tax Forms Training: LLCs, S Corporations & Partnerships

Basis Calculations & Distributions for Pass-Through Entity Owners: Schedule K-1 Analysis

Don’t let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. This course will help experienced staff avoid costly mistakes by addressing advanced preparation issues when dealing with flow-through entities such as S corporations, LLCs and partnerships.

COURSE #

3-730

DATE:

12/2/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Advanced

Who should attend CPAs who are involved in planning, preparing or reviewing complex returns

CPE CREDIT:

INSTRUCTOR:

David Peters, CPA, CFP®, ChFC, CLU

Prerequisite Basic- to intermediate-level experience in preparing Forms 1120S and 1065

BEST PRICE:

Member/Nonmember: $349/$449 before 11/4/2019

This comprehensive case-driven training is designed to get you up to speed quickly in the area of basis calculations and distribution planning for the owners of pass-through entities (i.e., S corporations, partnerships and limited liability companies). The cornerstone of this course is the line-by-line analysis of Schedule K-1 and how it affects the basis calculations.

COURSE #

3-732

DATE:

6/24/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

Who should attend Tax professionals who need an in-depth training course on basis calculations and distributions rules for S-Corporations, partnerships, LLCs and their owners

CPE CREDIT:

INSTRUCTOR:

Patrick Garverick, CPA, MT, CFP®

BEST PRICE:

Member/Nonmember: $349/$449 before 5/27/2019

Prerequisite None

Taxation Basis/Distributions for Pass-Through Entities: Simplifying the Complexities This course addresses the rules used to determine basis for partnerships and S corporations, and puts the computation of basis in contexts that often come under scrutiny — loss limitations, distributions and sales of an interest, among others. Learn the crucial rules for computing the adjusted basis and the tax treatment of distributions from pass-through entities, such as partnerships and S corporations. Focus on the computation of the basis and the at-risk amount for these entities. Become familiar with correct allocation of liabilities among partners, the types and amounts of income that can result from distributions and sales of interests, and the basis of assets distributed from pass-through entities.

COURSE #

3-612

DATE:

11/21/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Dan Bradley, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 10/22/2019

Don Farmer’s 2019 Corporate/Business Income Tax Workshop Get up-to-date on all new tax legislation as well as other 2019 tax developments and planning ideas for businesses.

COURSE #

3-203

DATE:

12/4/2019

Who should attend Individuals who prepare income tax returns for businesses or who are involved in income tax planning for businesses

LOCATION:

Richmond Hilton Hotel & Spa

TIME:

8 a.m. — 4 p.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Walter Nunnallee, CPA, J.D.

BEST PRICE:

Member/Nonmember: $275/$375 before 11/4/2019

Prerequisite Experience with one or more tax season(s)

Who should attend CPA firm managers, partners and other tax practitioners who advise clients concerning issues related to the computation of pass-through entity basis, loss limitations, sales of interests and distributions Prerequisite Experience in business taxation

Don Farmer’s 2019 Federal Tax Update

Buying & Selling a Business: Critical Tax & Structuring Issues One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become. Who should attend All practitioners who will be involved in the sale of a business

COURSE #

3-737

DATE:

12/6/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE: Prerequisite A basic course in partnerships/LLCs and experience with C corporations

Who should attend Anyone involved in the preparation and/or review of individual, corporate and business income tax returns Prerequisite Experience with one or more tax season(s)

COURSE #

3-200

DATE:

11/1/2019

LOCATION:

Hotel Roanoke & Conference Center

TIME:

8 a.m. — 4 p.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Bill Harden, CPA, ChFC, Ph.D.

BEST PRICE:

Member/Nonmember: $275/$375 before 10/2/2019

Member/Nonmember: $349/$449 before 11/6/2019

Cut Your Clients’ Tax Bills: Individual Tax Planning Tips & Strategies Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies that will preserve your clients’ wealth and ensure your role as trusted advisor.

COURSE #

3-706

DATE:

12/12/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

Who should attend CPAs looking for innovative tax planning techniques to help clients fight higher taxes

CPE CREDIT:

INSTRUCTOR:

Dennis Riley, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 11/12/2019

Prerequisite Basic knowledge of individual income taxation

Review current year developments and planning ideas affecting individual, corporate and business income taxation. Explore all major new tax legislation as well as other significant tax developments that affect 2019 tax return preparation and 2019 tax planning for individuals, corporations and non-corporate businesses.

Don Farmer’s 2019 Federal Tax Update Review current year developments and planning ideas affecting individual, corporate and business income taxation. Explore all major new tax legislation as well as other significant tax developments that affect 2019 tax return preparation and 2019 tax planning for individuals, corporations and non-corporate businesses.

COURSE #

3-201

DATE:

11/14/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 4 p.m.

Who should attend Anyone involved in the preparation and/or review of individual, corporate and business income tax returns

LEVEL:

Update

CPE CREDIT:

Prerequisite Experience with one or more tax season(s)

INSTRUCTOR:

Walter Nunnallee, CPA, J.D.

BEST PRICE:

Member/Nonmember: $275/$375 before 10/15/2019

Taxation Don Farmer’s 2019 Federal Tax Update

Fiduciary Income Tax Returns: Form 1041 Workshop With Filled-in Forms

COURSE #

3-204

DATE:

12/2/2019

LOCATION:

Richmond Hilton Hotel & Spa

TIME:

8 a.m. — 4 p.m.

Who should attend Anyone involved in the preparation and/or review of individual, corporate and business income tax returns

LEVEL:

Update

CPE CREDIT:

Prerequisite Experience with one or more tax season(s)

INSTRUCTOR:

Don Farmer, CPA

BEST PRICE:

Member/Nonmember: $275/$375 before 11/4/2019

Don Farmer’s 2019 Individual Income Tax Workshop

Gain an understanding of the core concepts of trust and estate income tax preparation. Learn the common terminology and complicated income tax rules of fiduciary accounting, estates and trusts. Also obtain an introduction to or refresher on preparing Form 1041. The manual begins with simple cases and ends with two complicated preparation cases — trust and estate.

COURSE #

3-740

DATE:

12/2/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

Who should attend CPAs whose practice includes the preparation of fiduciary income tax returns

CPE CREDIT:

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 11/4/2019

Prerequisite Experience with the preparation of trust and estate income tax returns

Form 1040 Return Review Boot Camp for New & Experienced Reviewers

Review current year tax developments, recurring problems and planning ideas. Focus on tax developments that affect 2019 individual income tax return preparation and planning. Also review the major areas of individual income taxation to fine tune practitioners for tax season.

COURSE #

3-202

DATE:

12/3/2019

LOCATION:

Richmond Hilton Hotel & Spa

TIME:

8 a.m. — 4 p.m.

Who should attend Individuals who prepare individual income tax returns or who are involved in individual income tax planning

LEVEL:

Update

CPE CREDIT:

Prerequisite Experience with one or more tax season(s)

INSTRUCTOR:

Don Farmer, CPA

BEST PRICE:

Member/Nonmember: $275/$375 before 11/4/2019

The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly.

COURSE #

3-634

DATE:

12/16/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

Who should attend Senior-level staff new to the review process or experienced staff looking to update and/or expand their review procedures

LEVEL:

Intermediate

CPE CREDIT:

Prerequisite Experience in preparing Form 1040, reviewing diagnostics and preparing workpapers

INSTRUCTOR:

John Sherrick, CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 11/18/2019

Estate & Life Planning Issues for the Middle-Income Client

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all CPAs who work with middle-income clients and are looking for ways to provide additional quality services.

COURSE #

3-712

DATE:

10/31/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

Who should attend CPAs who advise clients on estate tax planning

LEVEL:

Basic

CPE CREDIT:

Prerequisite None

INSTRUCTOR:

Don Cochran, CPA, CFP, CRC®

BEST PRICE:

Member/Nonmember: $349/$449 before 10/1/2019

New! Form 1065 Boot Camp: Step-by-Step Preparation With Completed Forms The objective of this course is to train new, rusty or returningto-practice staff to prepare a complicated federal partnership tax return through a chapter-by-chapter, hands-on approach to completing Form 1065. The course and instruction delivery is geared toward a basic understanding and progresses to more complex issues.

COURSE #

3-741

DATE:

12/3/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Basic

Who should attend All levels of staff and company controllers responsible for filing these forms

CPE CREDIT:

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 11/4/2019

Prerequisite None

Taxation How to Settle a Client’s Estate

Form 990: Mastering Its Unique Characteristics This course covers the numerous reporting demands the 990 imposes, including how to respond to the Form’s demands for narrative answers. Gain an understanding of the tax and practical points essential to appropriate completion of Form 990 discover how to advise exempt clients on the Form’s complexities and diverse demands.

COURSE #

3-703

DATE:

10/24/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Basic

Who should attend CPAs, attorneys and nonprofit managers

CPE CREDIT:

INSTRUCTOR:

David Peters, CPA, CFP®, ChFC, CLU

BEST PRICE:

Member/Nonmember: $349/$449 before 9/24/2019

Prerequisite None

Federal, estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Discover how to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an executor or trustee or as an advisor to them.

COURSE #

3-738

DATE:

12/5/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Basic

Who should attend CPAs who wish to assist in settlement of an estate, regardless of size

CPE CREDIT:

Prerequisite None

INSTRUCTOR:

Robert Thelen, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 11/5/2019

IRC §199A QBI Deduction & Tax Cuts & Jobs Act Update New! Forms 1120S & 1065 Return Review Boot Camp for New & Experienced Reviewers The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review S corporation and partnership tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly.

COURSE #

3-619

DATE:

10/25/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

Who should attend Senior-level staff new to the review process or experienced staff members looking to update and/or expand their review procedures

LEVEL:

Intermediate

CPE CREDIT:

Prerequisite Experience in preparing Forms 1120S and 1065; reviewing diagnostics; and preparing workpapers

INSTRUCTOR:

Bill Harden, CPA, ChFC, Ph.D.

Who should attend Professionals in public or private practice in need of an in-depth training of the 20% QBI deduction and update on the income tax provisions of the Tax Cuts & Jobs Act

BEST PRICE:

Member/Nonmember: $329/$429 before 9/25/2019

Prerequisite None

Explore the hottest tax planning topics that will impact you and your clients. Learn how to better advise your clients by offering them the latest tax saving strategies. Course materials include the impact of the Tax Cuts and Jobs Act of 2017. Who should attend All practitioners Prerequisite Basic understanding of individual and business taxation

COURSE #

3-733

DATE:

6/25/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Patrick Garverick, CPA, MT, CFP®

BEST PRICE:

Member/Nonmember: $349/$449 before 5/27/2019

Multistate Tax Update

Hottest Tax Topics for 2019

The Tax Cuts and Jobs Act (TCJA) was a major overhaul of our tax system that has lowered the income tax rates for individual and corporate taxpayers. It introduced a new 20% deduction for qualified business income (QBI) for sole proprietors and passthrough entities starting in 2018. The cornerstone of this course is the comprehensive discussion of the newly enacted 20% QBI deduction regulations under IRC §199A and other TCJA income tax provisions affecting individuals and businesses.

COURSE #

3-707

DATE:

12/13/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Dennis Riley, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 11/13/2019

This fast-paced course covers developing topics in state taxation ranging from individuals to pass-through entities to corporate taxpayers. Focus on issues of small- and middle-market companies and obtain guidance for minimizing tax liability and negotiating the treacherous waters of compliance.

COURSE #

3-639

DATE:

11/15/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

Who should attend Accountants who want an update on current multistate tax issues to minimize clients’ potential state and local tax liability

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

David Peters, CPA, CFP®, ChFC, CLU

BEST PRICE:

Member/Nonmember: $329/$429 before 10/16/2019

Prerequisite Experience in corporate taxation

Taxation Practical Planning Boot Camp: S Corporations & LLCs Discover how to assist businesses in dealing with employeerelated issues, depreciation, related parties, buy-sell agreements, fringe benefits and more. Providing sound advice will be a money-maker for your clients and your firm. Who should attend All tax practitioners, including those in public accounting and private industry, who are responsible for tax planning for their clients and/or companies Prerequisite Experience with business clients

COURSE #

3-638

DATE:

12/17/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Arthur Auerbach, CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 10/15/2019

This course is a ‘deep dive’ into all things real estate tax-related for the mid-level practitioner moving into this complex area. Deepen your understanding of the complex considerations and strategies that individuals must navigate in acquiring, holding, managing, constructing and disposing of real estate.

COURSE #

3-620

DATE:

11/14/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

Who should attend CPAs who advise clients or their companies on issues related to the acquisition, holding, management and disposition of real estate

LEVEL:

Intermediate

CPE CREDIT:

Prerequisite Some experience preparing tax returns involving real estate holdings

INSTRUCTOR:

Sali Sheafor, CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 10/15/2019

Reviewing Pass-Through Tax Returns: What Are You Missing?

Who should attend CPAs working with clients requiring up-to-date expertise in partnership and S corporation taxation for the current tax season Prerequisite Basic knowledge of partnership and S corporation income taxation

Gain the knowledge you need to help your clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals. Who should attend • CPAs looking to advise clients on retirement planning • CPAs looking for effective strategies for their own retirement Prerequisite Basic knowledge of retirement planning

COURSE #

3-641

DATE:

11/19/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Arthur Auerbach, CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 10/21/2019

Social Security & Medicare Planning

Real Estate Tax Boot Camp

Discuss the common errors practitioners make on pass-through tax returns that are often missed by review staff. Review both partnership and S corporation returns. Course materials include the impact of the Tax Cuts and Jobs Act of 2017.

New! Securing a Comfortable Retirement in the Age of Spending

COURSE #

3-646

DATE:

9/18/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Robert Gilwee Jr., CPA

BEST PRICE:

Member/Nonmember: $309/$409 before 8/19/2019

This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and the myriad of all other related retirement planning issues. Who should attend Practitioners who have clients contemplating receipt of Social Security Prerequisite None

COURSE #

3-101

DATE:

7/9/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

INSTRUCTOR:

Susan Smith, CPA

BEST PRICE:

Member/Nonmember: $339/$439 before 6/10/2019

Surgent’s Advanced Critical Tax Issues for Limited Liability Companies & Partnerships Obtain an in-depth discussion of advanced-level issues affecting LLCs and LLPs..

COURSE #

3-734

DATE:

12/16/2019

Who should attend CPAs with clients using the LLC or LLP structure who need to understand advanced issues, problems and planning strategies

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Advanced

CPE CREDIT:

INSTRUCTOR:

Arthur Auerbach, CPA,

BEST PRICE:

Member/Nonmember: $349/$449 before 11/18/2019

Prerequisite A basic course in LLCs/partnerships or equivalent knowledge and experience

Taxation Surgent’s Advanced Individual Income Tax Return Issues Explore the tough tax issues for experienced practitioners and discover better planning strategies and results for your higherincome clients. Who should attend Experienced CPAs who want and need an in-depth knowledge of the most difficult individual income tax return issues Prerequisite Extensive experience in preparation of individual income tax returns

COURSE #

3-715

DATE:

11/7/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Advanced

CPE CREDIT:

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 10/8/2019

Who should attend CPAs in public accounting and industry who want to learn planning strategies relevant to S corporations, partnerships and LLCs Prerequisite A basic course in partnership theory and S corporation theory

Join us for our annual expedition through the harbors and swamps within the tax landscape this season. Uncover the top tax issues with wide applicability and importance and explore the practical implications, potential pitfalls and planning opportunities. Who should attend All CPAs who want an in-depth discussion of the current tax issues that affect all clients Prerequisite Experience in planning for individual and business clients

3-739

DATE:

12/6/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Robert Thelen, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 11/6/2019

COURSE #

3-109

DATE:

7/11/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Susan Smith, CPA

BEST PRICE:

Member/Nonmember: $339/$439 before 6/11/2019

Obtain insightful recommendations on solutions to the challenges faced by your closely-held business clients. Find ways to employ smart business decisions that will minimize the tax burden not only on the business, but also on the owners. Also discover how to easily and quickly identify those tax-saving strategies that fit your clients’ situations.

COURSE #

3-645

DATE:

9/17/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

Who should attend • Managers and partners in public accounting who assist clients with tax planning and transactions • Owners and CFOs of closely-held businesses

CPE CREDIT:

INSTRUCTOR:

Robert Gilwee, Jr., CPA

BEST PRICE:

Member/Nonmember: $309/$409 before 8/19/2019

Prerequisite Experience in business taxation

Surgent’s Individual & Financial Planning Tax Camp

Tax Forms Boot Camp: LLCs, Partnerships & S Corporations

This course aims to arm tax planners with strategies and ideas that wealthy clients, middle-income clients and closely held business owners need to consider in order to take advantage of present opportunities and plan for future tax advantages. Learn strategies that can really have an impact on clients’ lives, while also bringing value to you and your firm.

COURSE #

3-104

DATE:

7/10/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

Who should attend Anyone involved in tax planning for individuals who needs to go beyond basic tax and financial planning techniques

CPE CREDIT:

Prerequisite Experience in individual income tax planning and income tax return preparation

COURSE #

Tax Considerations & Consequences for Closely Held Businesses

Surgent’s Annual Tax Planning Guide for S Corporations, Partnerships & LLCs Focus on planning issues in creating, operating and liquidating S corporations, partnerships and LLCs. This course is essential for CPAs in public accounting and industry who advise these entities or their investors.

Surgent’s Top 10 Tax Topics This Year

INSTRUCTOR:

Susan Smith, CPA

BEST PRICE:

Member/Nonmember: $339/$439 before 6/10/2019

Obtain a comprehensive understanding of the preparation of both S corporation and partnership/LLC tax returns, along with the underlying laws, regulations, etc. Discover the connections and alterations of these widely held entity structures, while also gaining a valuable reference for future use. The course utilizes an identical sample trial balance for form preparation with filled-in completed Forms 1120S and 1065 provided in the case solutions. Who should attend All levels of staff and company controllers responsible for filing these forms Prerequisite None

COURSE #

3-635

DATE:

12/17/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

INSTRUCTOR:

John Sherrick, CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 11/18/2019

Taxation The Best Federal Tax Update Course by Surgent Get up-to-date on the most important aspects of tax reform as well as major trends on the horizon with a view toward planning. Dive into the impact of tax reform on individual, partnership and corporate taxation. Who should attend CPAs who need to know the latest tax law changes in all areas of practice Prerequisite Experience with individual and business clients

The Complete Guide to Liquidation of Business Entities

COURSE #

3-618

DATE:

10/24/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Bill Harden, CPA, ChFC, Ph.D.

BEST PRICE:

Member/Nonmember: $329/$429 before 9/24/2019

Explore the technical tax and business issues in liquidating C corporations, S corporations, partnerships and limited liability companies. This unique course is essential for anyone planning to sell a business. Who should attend CPAs in public accounting and industry involved in business entity liquidations Prerequisite A basic course in partnerships/LLCs, S corporations and C corporations

COURSE #

3-631

DATE:

12/19/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

Who should attend All tax practitioners, including those in public accounting and private industry, who need the latest information on tax changes affecting their individual clients

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Robert Gilwee Jr., CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 11/19/2019

Prerequisite Experience in individual tax planning

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and not only have IRS penalties for noncompliance risen dramatically in recent years, but they have have also been subject to employer incentives. The IRS has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099 and related compliance issues. Who should attend CPAs in public accounting and industry with responsibility for payroll tax compliance

DATE:

11/6/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $349/$449 before 10/7/2019

COURSE #

3-622

DATE:

11/15/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Basic

CPE CREDIT:

INSTRUCTOR:

Sali Sheafor, CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 10/16/2019

Prerequisite None

The Best S Corporation, Limited Liability & Partnership Update Course by Surgent This year more than ever, practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers. Learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, incomegenerating ideas and other planning opportunities available to S corporations, partnerships, LLCs and LLPs.

COURSE #

3-630

DATE:

12/18/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Update

Who should attend All tax practitioners, including those in public accounting and private industry, who need the latest information on tax changes affecting their business clients or employers

CPE CREDIT:

INSTRUCTOR:

Robert Gilwee Jr., CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 11/18/2019

Prerequisite Experience with pass-through entity clients

3-714

The Complete Guide to Payroll Taxes & 1099 Issues

The Best Individual Income Tax Update Course by Surgent Get up-to-speed on the latest in individual tax law developments and the corresponding planning opportunities available to your clients. Walk away feeling ready to educate your individual tax clients and implement tax-savings ideas that will serve their everevolving needs.

COURSE #

The Complete Trust Workshop The use of trusts will continue to undergo changes in the current year. Clients need to be informed why planning is essential in these changing times. Explore the many beneficial issues of trusts, an essential element in estate planning. Gain insight and practical pointers concerning trusts of every shape and size after tax reform.

COURSE #

3-640

DATE:

11/18/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

Who should attend CPAs who wish to have a complete understanding of the various uses of trusts

LEVEL:

Intermediate

CPE CREDIT:

Prerequisite A basic course in estate and gift tax and a basic course on estate and trust income taxation (Form 1041)

INSTRUCTOR:

Arthur Auerbach, CPA

BEST PRICE:

Member/Nonmember: $329/$429 before 10/21/2019

Taxation The Top 50 Mistakes Practitioners Make & How to Fix Them: Individual Tax & Financial Planning

Get important tax updates from popular instructor and tax guru Art Auerbach, CPA, in the monthly tax webinar series.

COURSE #

1-122

DATE:

7/18/2019

Who should attend CPAs with an interest in taxation

LOCATION:

Online

Prerequisite None

TIME

9 – 10:45 a.m.

LEVEL:

Update

CPE CREDIT:

Every practitioner has been confronted with a client who had a different twist on a tax idea. Focus on the law in order to break down 50 situations in which a taxpayer has attempted to push one of these ideas. The study of the law underlying the tax mistakes made will assist you in satisfying your professional standards of practice and will also help with preparing Form 1040.

COURSE #

3-633

DATE:

9/18/2019

LOCATION:

Richmond CPA Center

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

Who should attend CPAs who wish to gain deeper insight into the tax law for some common client transactions that many offices have seen, plus some not-so-common client transactions

CPE CREDIT:

INSTRUCTOR:

Art Auerbach, CPA

INSTRUCTOR:

Chuck Borek, CPA

BEST PRICE:

Member/Nonmember: $39/$59

BEST PRICE:

Member/Nonmember: $329/$429 before 8/19/2019

Prerequisite Basic knowledge of individual income taxation

VSCPA Tax Series Webinars

The Year’s Best Income Tax, Estate Tax & Financial Planning Ideas With different tax rates for individuals and trusts, tax planning takes on more importance and you must consider new ideas for financial planning for retirement. Explore practical tax-planning ideas that you can use to assist clients with their needs. Who should attend All practitioners, especially those who want to provide up-to-theminute tax advice Prerequisite Basic course in individual income tax, Social Security and estate planning

COURSE #

3-720

DATE:

11/1/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Don Cochran, CPA, CFP, CRC®

BEST PRICE:

Member/Nonmember: $349/$449 before 10/2/2019

VSCPA Tax Series Webinars Get important tax updates from popular instructor and tax guru Art Auerbach, CPA, in the monthly tax webinar series.

COURSE #

1-121

Who should attend CPAs with an interest in taxation

DATE:

6/11/2019

LOCATION:

Online

TIME

9 – 10:45 a.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Art Auerbach, CPA

BEST PRICE:

Member/Nonmember: $39/$59

Prerequisite None

VSCPA Tax Series Webinars

Get important tax updates from popular instructor and tax guru Art Auerbach, CPA, in the monthly tax webinar series.

COURSE #

1-123

DATE:

8/13/2019

Who should attend CPAs with an interest in taxation

LOCATION:

Online

Prerequisite None

TIME

9 – 10:45 a.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Art Auerbach, CPA

BEST PRICE:

Member/Nonmember: $39/$59

VSCPA Tax Series Webinars Get important tax updates from popular instructor and tax guru Art Auerbach, CPA, in the monthly tax webinar series.

COURSE #

1-124

DATE:

9/18/2019

Who should attend CPAs with an interest in taxation

LOCATION:

Online

Prerequisite None

TIME

9 – 10:45 a.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Art Auerbach, CPA

BEST PRICE:

Member/Nonmember: $39/$59

Taxation

Technology Data Privacy & Security Considerations: Microsoft Office Files, PDFs, Encryption, Cloud Storage & Cybersecurity Tips for CPAs

VSCPA Tax Series Webinars Get important tax updates from popular instructor and tax guru Art Auerbach, CPA, in the monthly tax webinar series.

COURSE #

1-125

Who should attend CPAs with an interest in taxation

DATE:

10/17/2019

LOCATION:

Online

TIME

9 – 10:45 a.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Art Auerbach, CPA

BEST PRICE:

Member/Nonmember: $39/$59

Prerequisite None

Get important tax updates from popular instructor and tax guru Art Auerbach, CPA, in the monthly tax webinar series.

COURSE #

1-126

Who should attend CPAs with an interest in taxation

DATE:

12/10/2019

LOCATION:

Online

TIME

9 – 10:45 a.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Art Auerbach, CPA

BEST PRICE:

Member/Nonmember: $39/$59

VSCPA Tax Series Webinars Get important tax updates from popular instructor and tax guru Art Auerbach, CPA, in the monthly tax webinar series.

COURSE #

1-127

Who should attend CPAs with an interest in taxation

DATE:

1/14/2020

LOCATION:

Online

TIME

9 – 10:45 a.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Art Auerbach, CPA

BEST PRICE:

Member/Nonmember: $39/$59

Prerequisite None

Who should attend Business leaders, corporate finance teams, CPAs and financial professionals

3-103

DATE:

7/9/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTORS: Judith Borsher, CPA, MBA, CGMA, CITP Antonina McAvoy, CISA Member/Nonmember: $349/$449 before 6/10/2019

Excel Boot Camp for CPAs Obtain tips for everyday Excel use including protecting features and files; range naming; decision-making IF and VLOOKUP functions; financial functions, Pivot Table reporting, PowerPivot table relationships; controlling calculation inputs; formula auditing; external formula linking; business graphics; linking Excel data and graphs to Word; multiple worksheet and consolidation tips; and time-saving usage of macros. Topics covered apply to Excel in Office 365, 2019, 2016, and 2013. Who should attend Business leaders, corporate finance teams, CPAs and financial professionals

COURSE #

3-111

DATE:

7/10/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Intermediate

CPE CREDIT:

INSTRUCTOR:

Judith Borsher, CPA, MBA, CGMA, CITP

BEST PRICE:

Member/Nonmember: $349/$449 before 6/10/2019

Prerequisite Fundamental knowledge of Excel

Excel, Outlook, Word, OneNote, PowerPoint, Collaboration Tools & Office 365: Improve Personal Productivity Improve your personal productivity by knowing how the programs complement each other to complete your work more quickly. The content of this presentation applies to Microsoft application versions 2019, 2016, 2013, 2010 and Office 365 ProPlus. Who should attend Business leaders, corporate finance teams, CPAs and financial professionals Prerequisite Prior experience using Microsoft Office

COURSE #

BEST PRICE:

Prerequisite None

VSCPA Tax Series Webinars

Prerequisite None

This course will heighten your awareness with regard to protecting your identity and company information online; identifying a physical or information security breach; identifying common information security threats; identifying information to protect; understanding current federal information security laws; and maintaining security of PDFs, Microsoft Office files, OneDrive storage and the Windows 7 and 10 operating system settings.

COURSE #

3-107

DATE:

7/11/2019

LOCATION:

Hilton Virginia Beach Oceanfront

TIME:

8 a.m. — 3:30 p.m.

LEVEL:

Update

CPE CREDIT:

INSTRUCTOR:

Judith Borsher, CPA, MBA, CGMA, CITP

BEST PRICE:

Member/Nonmember: $349/$449 before 6/11/2019 49

Conferences

AICPA Opportunities

Chart Your Learning Path Through VSCPA Signature Events & Conferences VSCPA signature events and conferences provide networking opportunities and concentrated CPE focusing on specific interests and industries. We are committed to evolving the physical learning environment in order to carve a path for future-forward professional education and peer learning for our members. Date

Title

Location

6/6/19

Accounting Educators' Exchange

Richmond CPA Center

6/27/19

NEW! Employee Benefits & Retirement Plan Symposium

Richmond CPA Center

7/9/19 – 7/11/19

Virginia Beach Retreat

Hilton Virginia Beach Oceanfront

9/19/19 – 9/20/19

Business Valuation, Fraud & Litigation Services Conference Richmond CPA Center

9/23/19 – 9/24/19

49th Annual Virginia Accounting & Auditing Conference

Hotel Roanoke & Conference Center

9/26/19 – 9/27/19

49th Annual Virginia Accounting & Auditing Conference

Fairview Park Marriott Hotel, Falls Church

10/28/19 – 10/29/19

KnowledgeNOW

Waterford at Fair Oaks, Fairfax

11/11/19 – 11/12/19

NEW! Technology & Innovation Showcase

Richmond Marriott

11/20/19 – 11/22/19

49th Annual Virginia Accounting & Auditing Conference

Founders Inn & Spa, Virginia Beach

12/2/19 – 12/4/19

Don Farmer’s Tax Seminars

Hilton Richmond Hotel & Spa, Short Pump

12/11/19

NEW! Women's Leadership Forum

Richmond CPA Center

The event will also be simulcast live.

The VSCPA is pleased to partner with the American Institute of CPAs (AICPA) to bring you timely learning and development opportunities. Access certificate programs as well as hundreds of webcasts and self-study courses to broaden your knowledge and sharpen your skills. Featured Certificate Programs These competency-based programs are designed to expand your career opportunities or give you insight into new areas of practice. Receive a digital badge upon completion to display in your email signature, social media, LinkedIn profile and more to validate your experience and verify your commitment to quality. • Blockchain

• Fundamentals of Forensic Accounting

• COSO • Internal Control • Enterprise Risk Management

• International Financial Reporting Standards (IFRS)

• Cybersecurity • Advisory Services • Fundamentals for Finance & Accounting Professionals • SOC • Data Analysis • Application Essentials • Data Analytics Modeling • Data Visualization • Forecasting & Predictive Analytics • Fundamentals

vscpa.com/Conferences

• Not-for-Profit I & II • Personal Financial Planning • Estate Planning • Investment Planning • Practical Applications • Retirement Planning • Risk Management & Insurance Planning • Robotic Process Automation • Fundamentals for Accounting & Financial Professionals • Strategy for Business Leaders

Conferences Accounting Educators’ Exchange

49th Annual Virginia Accounting & Auditing Conference

Join fellow accounting educators from across the Commonwealth to network, share ideas, explore trends and discuss important topics affecting the CPA profession and academia. Educators will receive important updates regarding the CPA profession that they can take back to their classrooms.

COURSE #

5-105 (live) or 5-105W (online)

DATE:

6/6/2019

LOCATION:

Richmond CPA Center

LEVEL:

Update

Who should attend Virginia college and university accounting educators

CPE CREDIT:

Up to 6.5

BEST PRICE:

Free

Prerequisite None

Who should attend CPAs in forensic accounting and business valuation Prerequisite Knowledge of the accounting or financial profession

COURSE #

4-142 (live) or 4-142W (online)

DATE:

9/19/2019 – 9/20/2019

LOCATION:

Richmond CPA Center

LEVEL:

Intermediate

CPE CREDIT:

Up to 18

BEST PRICE:

Member/Nonmember: $630/$830 before 8/23/2019

NEW! Employee Benefits & Retirement Plan Symposium Connect with other CPAs specializing in employee benefits and get updates from experts in the field.

COURSE #

4-187 (live) or 4-187W (online)

Who should attend CPAs specializing in employee benefits

DATE:

6/27/2019

LOCATION:

Richmond CPA Center

LEVEL:

Update

CPE CREDIT:

Up to 8

BEST PRICE:

Member/Nonmember: $299/$399 before 5/31/2019

Prerequisite None

Who should attend CPAs in public accounting, industry, government and education Prerequisite Knowledge of the accounting or financial profession

Business Valuation, Fraud & Litigation Services Conference This conference is designed to help attendees gain the latest resources, tools and information about forensic accounting and business valuation services from our outstanding lineup of expert, national speakers.

A partnership between the VSCPA and Virginia Tech, the Annual Accounting & Auditing Conference is the most popular event trusted by more than 800 accounting professionals each year. Attendees will receive updates in auditing, tax, fraud, accounting, technology and more.

COURSE #

4-136

DATE:

9/23/2019 – 9/24/2019

LOCATION:

Hotel Roanoke & Conference Center

LEVEL:

Update

CPE CREDIT:

Up to 19

BEST PRICE:

Member/Nonmember: $510/$510 before 8/23/2019

49th Annual Virginia Accounting & Auditing Conference A partnership between the VSCPA and Virginia Tech, the Annual Accounting & Auditing Conference is the most popular event trusted by more than 800 accounting professionals each year. Attendees will receive updates in auditing, tax, fraud, accounting, technology and more. Who should attend CPAs in public accounting, industry, government and education Prerequisite Knowledge of the accounting or financial profession

COURSE #

4-140

DATE:

9/26/2019 – 9/27/2019

LOCATION:

Fairview Park Marriott Hotel, Falls Church

LEVEL:

Update

CPE CREDIT:

Up to 19

BEST PRICE:

Member/Nonmember: $555/$555 before 8/23/2019

COURSE #

4-138

DATE:

11/20/2019 – 11/22/2019

LOCATION:

Founders Inn & Spa, Virginia Beach

LEVEL:

Update

CPE CREDIT:

Up to 19

BEST PRICE:

Member/Nonmember: $560/$560 before 10/18/2019

Conferences

Registration Policies, Directions & Accommodations

KnowledgeNOW This two-day event features sessions on professional development and self-awareness, as well as updates currently happening within the profession, including what you need to know to stay on top of your work game. Through interactive sessions and social learning opportunities with your peers, you’ll walk away feeling energized and informed as you look toward a new year. Who should attend VCPAs in public practice or corporate finance

COURSE #

4-134

DATE:

10/28/2019 – 10/29/2019

LOCATION:

Waterford at Fair Oaks, Fairfax

LEVEL:

Update

CPE CREDIT:

Up to 18

BEST PRICE:

Member/Nonmember: $649/$849 before 9/27/2019

Prerequisite Knowledge of the accounting or financial profession

New! Technology & Innovation Showcase The VSCPA has created a brand new event to expose busy accounting and financial professionals to new technologies to facilitate growth, increase productivity and keep connected in their business. Attendees will be offered educational opportunities, interactive demos and time to engage with the solution providers who are shaping the future of accounting technology and innovation.

COURSE #

4-133 (All-Access) 4-133A (Expo Only) 4-133B (Reception Only)

DATE:

11/11/2019 – 11/12/2019

LOCATION:

Richmond Marriott Short Pump

LEVEL:

Update

BEST PRICE: 2-Day All-Access Pass (16 CPE credits): $625 1-Day All-Access Pass (8 CPE credits): $375 Who should attend 1-Day Expo Only: $99 • CPAs and their teams in public practice or corporate 2-Day Expo Only: $175 finance in small-to mid-size firms/companies Reception Only: $50 • Technology and information technology professionals Discounts available for multiple registrations from teams Prerequisite None

Registration is filled on a first-come, first-served basis. Full payment must accompany registration. We will note additional fees where applicable. For a complete list of registration policies, go to vscpa.com/CPEPolicies. Early registration discount pricing Fees in this catalog reflect our early registration discount pricing (excluding Ethics). To receive the early registration rate, registration must be completed by the specified date. Registration forms Registration is available at vscpa.com/CPE. You may also download a registration form at vscpa.com/CPEPolicies. Only one registration form per person, please. You may print or photocopy as many forms as you need. NASBA-approved CPE sponsor The Virginia Society of CPAs (VSCPA) 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. 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: www.NASBARegistry.org. For more information regarding refund, complaint, program cancellation or other policies, visit vscpa.com/CPEPolicies or call (800) 733-8272. Note about 4-hour seminars Scheduled from 8 – 11:30 a.m. or 12:30 – 4 p.m., our 4-hour seminars provide convenience, flexibility and variety. Please note: Lunch is not available with 4-hour seminars. Lunch is included if you attend two back-to-back 4-hour seminars. Transfers, cancellations & substitutions We accept transfers, cancellations and substitutions by phone. The following schedule and options are in effect: 14 (or more) business days before the program:

New! Women’s Leadership Forum Join the VSCPA for a brand new conference designed to promote women’s empowerment in the workplace. Hear from female leaders in accounting and business while interacting with other women in the profession. Who should attend • Female financial professionals • Males who would like to learn more about promoting female leadership and development Prerequisite None 54

COURSE #

4-181 (live) or 4-181W (online)

DATE:

12/11/2019

LOCATION:

Richmond CPA Center

LEVEL:

Update

CPE CREDIT:

Up to 8

BEST PRICE:

Member/Nonmember: $299/$399 before 11/11/2019

• Send a substitute in your place * • Transfer the full balance to another event registration** • Receive a refund. You may elect to have your refund moved to money on account; however, all money on account not used by Jan. 31, 2020 will be refunded. Balances held on account for more than 6 months may be refunded earlier than Dec. 31, 2019 as deemed appropriate. • Transfer the balance to the appropriate account (person or firm) to be held for future VSCPA purchases** 4–13 business days before the program: • Send a substitute in your place * • Transfer the full balance to another event registration, minus a $50 processing fee per 8 hours of CPE**

• Receive a refund, minus a $50 processing fee per 8 hours of CPE. You may elect to have your refund moved to money on account; however, all money on account not used by Jan. 31, 2020 will be refunded. Balances held on account for more than 6 months may be refunded earlier than Dec. 31, 2019 as deemed appropriate. • Transfer the balance to the appropriate account (person or firm), minus a $50 processing fee per 8 hours of CPE, to be held for future VSCPA purchases** (There is no processing fee for transferring a balance from Virginia-Specific Ethics Course) 3 (or less) business days before the program: • No cancellations but you may send a substitute in your place * • Transfer the full balance from any Virginia-Specific Ethics Course to another ethics event offered by the VSCPA * If you are a member, but your substitute is a nonmember, then your substitute must pay the difference between the member and nonmember fee. If you are a nonmember, but your substitute is a member, then your account will be credited the difference. ** Any balance after a transfer or cancellation must be used towards future VSCPA purchases. On-demand refund policy The VSCPA will refund your course fee if you have registered for an on-demand course and found it unsatisfactory, provided that you have not taken the final test and your refund request is submitted within 30 days of registering for the course by contacting us at cpe@vscpa.com or (800) 733-8272. Disclaimer The information and suggestions presented at VSCPA sponsored programs are subject to constant change and should serve only as a foundation for further investigation and study. Any forms presented at such programs are samples only and are not necessarily authoritative. All information, procedures and forms contained or used in such programs should be carefully reviewed and should serve only as a guide for use in specific situations. The opinions expressed by instructors and panelists are their own and are not necessarily those of the VSCPA. Although every effort has been made to assure the accuracy of the information in this catalog, courses, instructors, dates, fees and facilities are subject to change at any time. Accommodations VSCPA room blocks are first-come, first-served, and rates are only guaranteed until the stated deadline or until the room block or hotel sells out. Reservations accepted after the deadline will be at the hotel’s discretion, based on rate and space availability. IMPORTANT! To receive our discounted hotel rates, tell the designated hotel that you want the VSCPA rate when making your reservations. 55

2019–2020 VSCPA Membership Dues Rates

CPE Requirements

CPA (licensed 3 or more years). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $305

The VSCPA is committed to providing you with up-to-date information on continuing professional education (CPE) requirements.

CPA (out-of-state) or associate (unlicensed professional). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $255

The information below covers general CPE requirements. For more information, visit the Virginia Board of Accountancy (VBOA) website at boa.virginia.gov.

CPA (licensed less than 3 years) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $205 Accounting educator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $205 Working less than 1,000 hours per year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $85 CPA candidate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $60 Firm Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $0 Student. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $0

Licensure Status

Up to $100 off VSCPA seminars & simulcasts* VSCPA members and members of other state CPA societies get $100 off 8-hour seminars and $50 off 4-hour seminars. Up to $200 off select VSCPA conferences* VSCPA members and members of other state CPA societies get $100 off one-day conferences and $200 off two-day conferences. $50 early registration discount for seminars & simulcasts Registrations received before the early registration deadline receive a $50 discount per 8 hours of CPE. Seminars less than 8 hours do not receive the early registration discount. Multiple registration discount on seminars & simulcasts — save at least $75 Register for three or more seminars (must register at the same time for all courses), and receive $25 off each seminar. This discount is only applicable to 8-hour seminars. Multiple registration discount on conferences — save at least $100 When you register four or more people from the same company at the same time for the same VSCPA conference (excluding the Accounting & Auditing Conference), take $25 off per person. You’ll save at least $100.

$30 AICPA member discount The AICPA logo is used throughout the catalog to denote AICPAsponsored events. AICPA members who disclose their affiliation at the time of registration for an AICPA/VSCPA-sponsored program receive a $30 discount on the lowest applicable event fee. This discount may be used in conjunction with other VSCPA registration discounts; however, you cannot combine two 4-hour AICPA programs to earn the discount. This discount is only applicable to 8- and 16-hour seminars and simulcasts. The $30 discount is available until the date of the event and cannot be applied retroactively. AICPA/VSCPA-sponsored programs are identified in all marketing pieces. Plus 20+ free CPE Credits! See page 19 for more information. *M embers of the AICPA who are not members of a state CPA society are not entitled to the member discount and should pay the regular event fee as published.

Total hours required

Minimum hours required

CY of licensure

0 hours

N/A

1st CY after exam

40 hours

2 hours

N/A

2nd CY after exam 80 hours

80 hours

2 hours

N/A

3rd CY (or more) after exam

120 hours

2 hours

N/A

Any 3-CY reporting cycle

120 hours/3 years

20 hours

2 hours

8 hours

Calendar Year (CY)

Applying for initial license

Not a VSCPA member yet? Join online or call (800) 733-8272. For descriptions of the above dues rates, go to vscpa.com/Dues. Payment covers membership through April 30, 2020.

As a benefit of VSCPA membership, you’ll receive these great discounts:

Providing attest and/or compilation services (included in total hours)

Virginia-specific Ethics (included in total hours)

The candidate has passed CPA exam and applies for licensure

Licensed Licensee who has not been granted exemption or waiver by the VBOA

Reinstatement of License The applicant submits Current CY 120 hours/3 years 120 hours/3 years 2 hours N/A reinstatement application *W hen reinstating a license, the 120 hours must be completed within the three-year period immediately prior to reinstatement including the current calendar year.

Keep Track of Your CPE Credits Should you be selected for a CPE audit, you will be required to use the VBOA’s CPE Tracking System to submit your CPE records and documentation to the VBOA. For your convenience, the VSCPA automatically uploads all credits earned at VSCPA-sponsored events from 2009 to today (excluding on-demand courses) to the VBOA’s CPE Tracking System (unless you opted out of this benefit). Renewing Your License The VBOA has begun moving to a single renewal date of June 30 each year for all CPA licensees. All licensed Virginia CPAs must renew their individual license annually. An individual CPA license expires on June 30 and an individual license may be renewed within 90 days of expiration.

4309 Cox Road Glen Allen, VA 23060 (800) 733-8272 vscpa.com