2016-2017 CPE Schedule by Date Date Course Location May 19 th -20 th Advanced Auditing for Defined Contribution Retirement Plans Sioux City 06/1/2016 FASB's "Big 3" -- Revenue Recognition, Leases, and Financial Instruments Sioux Falls 06/2/2016 Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? Sioux Falls 06/13/2016 Critical New COSO Internal Control Framework Concepts Rapid City 06/13/2016 Advanced Concepts in SSARS 21 and Nonattest Services Rapid City 06/14/2016 A&A Year in Review: Exploring the Latest Issues and Challenges Facing CPAs Rapid City 06/20/2016 Upcoming Peer Review: Is Your Firm Ready? Sioux Falls 07/12/2016 Practice Issues in Preparation, Compilation and Review Engagements Sioux Falls 07/12/2016 Annual Update for Governments and Not-for-Profits Sioux Falls 07/13/2016 Studies on Single Audit and Yellow Book Deficiencies Sioux Falls 08/22/2016 Tax Depreciation and Final Regulations on Repairs to Tangible Property Sioux Falls 08/23/2016 Key Tax Issues of Affordable Care Reporting for Employers Sioux Falls 08/30/2016 Farm Tax Update Sioux City Sept. 19 th -20 th SDCPAS Convention Pierre 09/22/2016 Assisting the Survivors: CPAs Role in the Decedent's Estate Sioux City 09/23/2016 Fringe Benefits: 2016/2017 Sioux City 09/26/2016 Nexus Update: Latest Developments in State Income, Franchise and Sales Tax Sioux City 10/17/2016 2016 Accounting & Auditing Update for the Real World Sioux City 10/17/2016 Income Taxation of Trusts and Estates: Planning and Preparation of Form 1041 Rapid City 10/18/2016 Depreciation, Repairs and Fixed Assets: Tax Considerations Rapid City 10/19/2016 Iowa/South Dakota Tax Update Sioux City 10/19/2016 Ethics Update Sioux City 10/24/2016 Implementing SSARS 21: Preparation, Compilation, Review and the Cash and Tax Basis of Accounting Sioux City 10/27/2016 Not-for-Profit Accounting & Reporting: From Start to Finish Sioux City Nov. 9 th -10 th Tax Institute Sioux Falls 11/9/2016 Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs Sioux Falls 11/10/2016 Tax Advisors Update Sioux Falls Nov. 21 st -22 nd West River Tax Cluster Rapid City 11/21/2016 Tax Considerations and Consequences for Closely Held Businesses Rapid City 11/22/2016 AICPA’s Annual Federal Tax Update Rapid City 11/28/2016 Tax Advisors Update Sioux City 03/28/2017 Advanced Controller and CFO Skills Sioux Falls 03/29/2017 Employment Law Update: Key Risks and Recent Trends Sioux Falls Additional Thomson Reuters Courses* Aug. 9 th -11 th AuditWatch University for Auditing Professionals; Level 2 Sioux Falls Aug.16 th -18 th AuditWatch University for Auditing Professionals; Level 4 Sioux Falls Aug. 23 rd -25 th TaxWatch University; Level 2 Rapid City Aug. 23 rd -25 th TaxWatch University; Level 3 Rapid City Aug. 23 rd -25 th TaxWatch University; Level 4 Rapid City Oct. 19 th -21 st TaxWatch University; Level 2 Sioux Falls Oct. 19 th -21 st TaxWatch University; Level 4 Sioux Falls
Transcript
2016-2017 CPE Schedule by Date
Date Course Location
May 19th-20
th Advanced Auditing for Defined Contribution Retirement Plans Sioux City
06/2/2016 Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? Sioux Falls
06/13/2016 Critical New COSO Internal Control Framework Concepts Rapid City
06/13/2016 Advanced Concepts in SSARS 21 and Nonattest Services Rapid City
06/14/2016 A&A Year in Review: Exploring the Latest Issues and Challenges Facing CPAs Rapid City
06/20/2016 Upcoming Peer Review: Is Your Firm Ready? Sioux Falls
07/12/2016 Practice Issues in Preparation, Compilation and Review Engagements Sioux Falls
07/12/2016 Annual Update for Governments and Not-for-Profits Sioux Falls
07/13/2016 Studies on Single Audit and Yellow Book Deficiencies Sioux Falls
08/22/2016 Tax Depreciation and Final Regulations on Repairs to Tangible Property Sioux Falls
08/23/2016 Key Tax Issues of Affordable Care Reporting for Employers Sioux Falls
08/30/2016 Farm Tax Update Sioux City
Sept. 19th-20
th SDCPAS Convention Pierre
09/22/2016 Assisting the Survivors: CPAs Role in the Decedent's Estate Sioux City
09/23/2016 Fringe Benefits: 2016/2017 Sioux City
09/26/2016 Nexus Update: Latest Developments in State Income, Franchise and Sales Tax Sioux City
10/17/2016 2016 Accounting & Auditing Update for the Real World Sioux City
10/17/2016 Income Taxation of Trusts and Estates: Planning and Preparation of Form 1041 Rapid City
10/18/2016 Depreciation, Repairs and Fixed Assets: Tax Considerations Rapid City
10/19/2016 Iowa/South Dakota Tax Update Sioux City
10/19/2016 Ethics Update Sioux City
10/24/2016 Implementing SSARS 21: Preparation, Compilation, Review and the Cash and Tax Basis of Accounting Sioux City
10/27/2016 Not-for-Profit Accounting & Reporting: From Start to Finish Sioux City
Nov. 9th-10
th Tax Institute Sioux Falls
11/9/2016 Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs Sioux Falls
11/10/2016 Tax Advisors Update Sioux Falls
Nov. 21st-22
nd West River Tax Cluster Rapid City
11/21/2016 Tax Considerations and Consequences for Closely Held Businesses Rapid City
11/22/2016 AICPA’s Annual Federal Tax Update Rapid City
11/28/2016 Tax Advisors Update Sioux City
03/28/2017 Advanced Controller and CFO Skills Sioux Falls
03/29/2017 Employment Law Update: Key Risks and Recent Trends Sioux Falls
Additional Thomson Reuters Courses*
Aug. 9th-11
th AuditWatch University for Auditing Professionals; Level 2 Sioux Falls
Aug.16th-18
th AuditWatch University for Auditing Professionals; Level 4 Sioux Falls
Aug. 23rd-25
th TaxWatch University; Level 2 Rapid City
Aug. 23rd-25
th TaxWatch University; Level 3 Rapid City
Aug. 23rd-25
th TaxWatch University; Level 4 Rapid City
Oct. 19th-21
st TaxWatch University; Level 2 Sioux Falls
Oct. 19th-21
st TaxWatch University; Level 4 Sioux Falls
______________________________________________________________________________________________________________ Advanced Auditing for Defined Contribution Retirement Plans
To assist advanced participants to learn and grow their skills through a series of hands-on case studies and advanced learning exercises.
Participants will take part in a mock audit, which will cover all phases of a defined contribution plan audit engagement, from planning to
reporting. This course falls under the CPA Learning and Support point of the AICPA’s 6-Point Action Plan, which is intended to support an
auditor’s ability to effectively apply all current guidance and avoid common deficiencies related to auditing the financial statements of defined
benefit pension plans.
This course is part of the AICPA Advanced Employee Benefit Plans Certificates program. The course may be purchased with or without
the program exam – the cost to attend the two day course plus the purchase of the exam is $1,345. Contact the Society at 605-334-
3848 or [email protected] to register for the special pricing with the program exam. If you want to register without the program exam you
can do that online. (This course cannot be used with a CPE 40 Certificate or Free Committee Certificate)
Date: May 19, 2016 – May 20, 2016 Developer: AICPA
FASB's "Big 3" -- Revenue Recognition, Leases, and Financial Instruments
Sometimes we can avoid addressing the elephant in the room for a while. However, when there are three elephants in the room, it's time to address the issues. Designed for practitioners and their staff, whether in public accounting or business and industry, this course provides a comprehensive review and update of the FASB’s Big 3 accounting and reporting areas: Revenue Recognition, Leases, and Financial Instruments. We will focus on providing you the most updated details of relevant FASB activity, covering these critical areas of your practice or organization. We will analyze the Big 3, which have a major effect on all industries, using examples and illustrations to provide a hands-on approach that will help you better assess and implement the new standards and guidance applicable to your clients or organization. Date: June 1, 2016 Developer: Surgent McCoy CPE, LLC
Credits: 8 Area: Accounting and Auditing
Level: Intermediate Price: B (add $50 after 5/10)
Instructor: William Eskin Location: Eide Bailly LLP
Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance?
Practitioners who provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards while mitigating litigation and other practice management risks. This course contains many best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the new SSARS 21 preparation of financial statements nonattest service. Date: June 2, 2016 Developer: Surgent McCoy CPE, LLC
Credits: 8 Area: Accounting and Auditing
Level: Advanced Price: B (add $50 after 5/11)
Instructor: William Eskin Location: Eide Bailly LLP
Critical New COSO Internal Control Framework Concepts
All successful entities, regardless of nature, size, and complexity, must have a well-designed and effectively operating system of internal controls over reliable financial reporting, in addition to managing other risks. This course will provide practical guidance on exactly what a sound system of internal controls “looks like” and the resulting impact on the reliability of financial statements, particularly for smaller entities. In addition, we will explore COSO’s 2013 updates to the original 1992 Internal Control - Integrated Framework to better manage the unique and challenging risks of today’s entities. Date: June 13, 2016 (8:30am - 12:00pm) Developer: Surgent McCoy CPE, LLC Credits: 4 Area: Accounting and Auditing Level: Intermediate Price: F (add $25 after 5/20) Instructor: Michael Morgan Location: Casey Peterson & Associates LTD
___________________________________________________________________________________________________________ Advanced Concepts in SSARS 21 and Nonattest Services
Practitioners who provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards while mitigating litigation and other practice management risks. This course contains many best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the new SSARS 21 preparation of financial statements nonattest service. Date: June 13, 2016 (12:30pm - 4:00pm) Developer: Surgent McCoy CPE, LLC Credits: 4 Area: Accounting and Auditing Level: Advanced Price: F (add $25 after 5/20) Instructor: Michael Morgan Location: Casey Peterson & Associates LTD
A&A Year in Review: Exploring the Latest Issues and Challenges Facing CPAs
With so much going on in the accounting and reporting arena lately, it’s easy to have missed some of the more important issues and challenges facing the profession today and into the near future. This course, designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, will provide you with a year in review look at some of the more important issues and challenges facing CPAs. We will identify and discuss specific areas within the profession that are likely to affect you and your clients thereby keeping you 'in the know' on these critical topics. Examples and illustrations provide hands-on application to further enhance your understanding of the matters presented. Date: June 14, 2016 Developer: Surgent McCoy CPE, LLC
Credits: 8 Area: Accounting and Auditing
Level: Update Price: B (add $50 after 5/23)
Instructor: Michael Morgan Location: Casey Peterson & Associates LTD
What does it take to have an effective quality control system that leads you to a clean, unmodified peer review report? Find out how to prepare for your next review and what can be done 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. Consider the process for selecting the appropriate peer reviewer and determine the right review year-end for your firm. If you have specialized engagements, such as governmental units, not-for-profit organizations, construction contractors, or employee benefit plans, this course examines the additional issues that may come into play. Date: June 20, 2016 Developer: AICPA Credits: 8 Area: Accounting and Auditing Level: Intermediate Price: A (add $50 after 5/27) Instructor: James Woy Location: Eide Bailly LLP ______________________________________________________________________________________________________
Practice Issues in Preparation, Compilation and Review Engagements
If you supervise preparation, compilation, or review engagements, this course will keep you informed of the most prevalent management and administrative issues facing today’s practitioners. We will reinforce your understanding with the use of several case studies that highlight real-life scenarios you are likely to face during your preparation, compilation, and review engagements. Date: July 12, 2016 (8:30am - 12:00pm) Developer: AICPA Credits: 4 Area: Accounting and Auditing Level: Advanced Price: E (add $25 after 6/20) Instructor: Richard Resig Location: Eide Bailly LLP
Catch up on the latest developments in accounting and auditing for state and local governments and not-for-profits in a power-packed four-hour session. You will review recent activities of the OMB, GAO, AICPA, GASB, and FASB, and also get a feel for significant projects that these organizations are working on for the future. Date: July 12, 2016 (12:30pm - 4:00pm) Developer: AICPA Credits: 4 Area: Accounting and Auditing Level: Update Price: E (add $25 after 6/20) Instructor: Richard Resig Location: Eide Bailly LLP
Studies on Single Audit and Yellow Book Deficiencies
The AICPA Professional Ethics Division, Most Frequent Violations of Professional Standards Government and Not-for-Profit Investigation, reveals significant issues in single audits and Yellow Book engagements, including deficiencies in audit procedures performed, auditor’s reporting, and financial statement deficiencies. In this course, learn how to avoid common deficiencies found in single audits and Yellow Book engagements using simulated case studies and practice exercises with lessons for today’s issues. These case studies and practice exercises are based on the Yellow Book and the Uniform Guidance for Federal Awards. They will assist you in avoiding common mistakes and recognizing deficiencies before it’s too late. Date: July 13, 2016 Developer: AICPA Credits: 8 Area: Accounting and Auditing Level: Intermediate Price: A (add $50 after 6/21) Instructor: Richard Resig Location: Eide Bailly LLP _______________________________________________________________________________________________________
Tax Depreciation and Final Regulations on Repairs to Tangible Property
This seminar will cover the many tax issues that must be resolved in order to understand the impact of the Section 263(a) repair vs. capitalization regulations. In addition, the latest developments affecting tax depreciation will be addressed. Date: August 22, 2016 Developer: Van Der Aa Tax Ed LLC Credits: 8 Area: Taxation Level: Update Price: B (add $50 after 7/29) Instructor: Douglas Van Der Aa Location: Eide Bailly LLP _______________________________________________________________________________________________________
Key Tax Issues of Affordable Care Reporting for Employers
As the Affordable Care Act is implemented in 2015 and 2016, there are a host of new taxes, credits, mandates, penalties and reporting requirements to deal with. While some of the employer obligations have been delayed to 2016, the Employer mandate and its penalty for “large employers” began in January 2015. This timely course will explain the critical rules and regulations you need to understand and address the new IRS suggested “Best Practices” for tax preparers. Date: August 23, 2016 Developer: Van Der Aa Tax Ed LLC Credits: 8 Area: Taxation Level: Intermediate Price: B (add $50 after 8/1) Instructor: Douglas Van Der Aa Location: Eide Bailly LLP ________________________________________________________________________________________________________
Farm Tax Update
The seminar will address key tax developments of the past year and help practitioners identify tax planning opportunities stemming from those developments. Date: August 30, 2016 Developer: CliftonLarsonAllen LLP Credits: 8 Area: Taxation Level: Update Price: C (add $50 after 8/8) Instructor: Roger McEowen Location: Marina Inn _______________________________________________________________________________________________________
Assisting the Survivors: CPAs Role in the Decedent's Estate
CPAs are comfortable dealing with one of the two certain things in life, but are not necessarily so ready to deal with other certainty aside from taxes- death. When a client dies, the CPA is most often placed in the position of assisting the survivors handle all of the various issues of the decedent's estate. This course looks at the various roles and issues a CPA will need to understand in assisting the survivors following a death. Date: September 22, 2016 Developer: Nichols Patrick CPE, Inc Credits: 8 Area: Taxation Level: Intermediate Price: B (add $50 after 8/31) Instructor: Ed Zollars Location: Marina Inn
Fringe benefits are a significant part of every company’s overhead, and a concern for every employer. Help your clients or your employer comply with the Patient Protection and Affordable Care Act, make effective use of fringe benefits, and reduce income and payroll tax burdens in the process. During this one-day program, learn how you can most effectively use major fringe benefit options to contain costs and increase employee job satisfaction. Date: September 23, 2016 Developer: Nichols Patrick CPE, Inc Credits: 8 Area: Taxation Level: Intermediate Price: B (add $50 after 9/1) Instructor: Ed Zollars Location: Marina Inn ______________________________________________________________________________________________________
Nexus Update: Latest Developments in State Income, Franchise and Sales Tax
The barriers to doing business across state lines have significantly decreased in recent years. However, this creates additional issues for taxpayers and their preparers in determining where and when they have nexus in a state which would require them to file either state income tax or sales tax returns. This class will not only help equip you in learning the various ways that states define and enforce nexus but also in how to determine when your company or client has nexus in a state, thus requiring the filing of tax returns. Date: September 26, 2016 Developer: AICPA Credits: 8 Area: Taxation Level: Intermediate Price: A (add $50 after 9/2) Instructor: Bruce Nelson Location: Marina Inn ______________________________________________________________________________________________________
2016 Accounting & Auditing Update for the Real World
The course is presented from the perspective of a small firm practitioner who services non-publicly traded entities. The majority of the class time will be spent discussing the standards that, in the instructor’s 30 years of experience, have the broadest application to the local practitioner. As always, the floor is also open to discuss whatever current accounting and auditing topics the class participants may want to cover. Date: October 17, 2016 Developer: Real World Seminars of Georgia Credits: 8 Area: Accounting and Auditing Level: Update Price: B (add $50 after 9/26) Instructor: James Martin Location: Marina Inn ______________________________________________________________________________________________________
Income Taxation of Trusts and Estates: Planning and Preparation of Form 1041
Subchapter J of the Internal Revenue Code governs income taxation of estates and trusts; an area of tax law with numerous special rules, regulations, and professional customs. Form 1041 is unlike any other income tax return a tax professional encounters. This program explains the unique tax rules, and opportunities for the knowledgeable tax advisor to provide valuable tax services to fiduciaries; from special tax accounting, to options for reporting trust income and expenses. Date: October 17, 2016 Developer: Nichols Patrick CPE, Inc Credits: 8 Area: Taxation Level: Intermediate Price: B (add $50 after 9/26) Instructor: Don Cochran Location: Casey Peterson & Associates LTD
Depreciation, Repairs and Fixed Assets: Tax Considerations
Is an expenditure associated with tangible property deductible or must it be capitalized? Learn the rules for treatment of amounts paid to acquire, produce, repair, or improve tangible property and proper accounting for dispositions of property subject to depreciation. The capitalization regulations provide objective standards and bright-line rules intended to simplify compliance with the capitalization provisions contained in section 263(a) of the Internal Revenue Code. This program highlights issues involving what must be capitalized, what can be treated as a repair and items related to depreciation of fixed assets. Date: October 18, 2016 Developer: Nichols Patrick CPE, Inc Credits: 8 Area: Taxation Level: Intermediate Price: B (add $50 after 9/26) Instructor: Don Cochran Location: Casey Peterson & Associates LTD
You can’t afford to ignore recent changes in state and local tax. Even tax-savvy businesses and their advisers often neglect to consider the consequences of state and local taxes. Multistate taxation has become more complex and demanding than ever before. In addition to having their own unique tax laws, states have been more focused on enforcement. Plan to attend this fast-paced class that covers developing topics in state taxation, geared toward developments with the Iowa and South Dakota Departments of Revenue. Date: October 19, 2016 (8:00am - 11:45am) Developer: Nichols Patrick CPE, Inc Credits: 4 Area: Taxation Level: Update Price: F (add $25 after 9/27) Instructor: Nate Albrecht Location: Marina Inn
Designed to provide all CPAs with both a conceptual and practical approach to professional ethics in today's volatile and high-profile marketplace, this course will provide the skills needed to guide your actions when faced with difficult ethical decisions. Date: October 19, 2016 (12:45pm - 4:30pm) Developer: Nichols Patrick CPE, Inc Credits: 4 Area: Ethics Level: Update Price: F (add $25 after 9/27) Instructor: Nate Albrecht Location: Marina Inn ______________________________________________________________________________________________________
Implementing SSARS 21: Preparation, Compilation, Review and the Cash and Tax Basis of Accounting
* Obtain an overview of the standards, interpretations, and practice problems involved in compilation and review today. * Become aware of the changes to compilation and review standards involving the new SSARS clarity redrafting project. * Understand the impact of engagement-driven compilation standards and preparation services. * Gain an appreciation for the CPA’s increased responsibilities for detecting and reporting fraud during compilation and review engagements. * Understand the reporting and disclosure issues involving OCBOA statements and AICPA’s recently published non-authoritative guidance in this area. Date: October 24, 2016 Developer: Business Learning Institute Credits: 8 Area: Accounting, Auditing and Assurance Level: Update Price: B (add $50 after 10/3) Instructor: Ray Thompson Location: Marina Inn ______________________________________________________________________________________________________
Not-for-Profit Accounting & Reporting: From Start to Finish
Rather than training to run part of the race, train to run the entire race from start to finish. This course trains you to clear key hurdles in not-for-profit accounting and reporting in an efficient and effective manner. Avoid the potholes of confusion and finish first by providing a financial picture that end users can truly understand. Date: October 27, 2016 Developer: AICPA Credits: 8 Area: Accounting and Auditing Level: Intermediate Price: A (add $50 after 10/5) Instructor: Brian Yacker Location: Marina Inn ______________________________________________________________________________________________________
Tax Institute
This two day tax conference includes the popular CliftonLarsonAllen LLP Tax Advisors Update and an additional 8 hours of tax. See descriptions on their individual days. Date: November 9, 2016 – November 10,
2016 Developer: AICPA, CliftonLarsonAllen LLP
Credits: 16 Area: Taxation Level: Intermediate/Update Price: D (add $50 after 10/18) Instructor: Steve Wagner, Andy Biebl Location: Sioux Falls Convention Center
Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs
Solid tax planning strategies are essential for your corporate and small business clients. Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client’s money in their pockets. We’ll answer the tough questions and show you what strategies are best for your clients as a result of the most recent tax reform. Date: November 9, 2016 Developer: AICPA Credits: 8 Area: Taxation Level: Intermediate Price: A (add $50 after 10/18) Instructor: Steve Wagner Location: Sioux Falls Convention Center ______________________________________________________________________________________________________
Tax Advisors Update
There is no substitute for the unique perspective of a CPA active in public accounting. CliftonLarsonAllen's experienced CPE authors and instructors have developed "Tax Advisors Update" to keep you apprised of the latest tax developments. Count on an in-depth session that delivers the useful tools, strategies and insight needed to serve clients well. Date: November 10,
2016 Developer: CliftonLarsonAllen LLP
Credits: 8 Area: Taxation Level: Update Price: C (add $50 after 10/18) Instructor: Andy Biebl Location: Sioux Falls Convention Center ______________________________________________________________________________________________________
West River Tax Cluster
This two day tax conference includes AICPA's Annual Federal Tax Update Tax Update and an additional 8 hours of tax. See descriptions on their individual days. Date: November 21, 2016 – November 22,
2016 Developer: AICPA
Credits: 16 Area: Taxation Level: Intermediate/Update Price: D (add $50 after 10/28) Instructor: Douglas Van Der Aa Location: Ramkota Inn ______________________________________________________________________________________________________
Tax Considerations and Consequences for Closely Held Businesses
Provide insightful recommendations for the challenges faced by your closely held business clients. Employ smart business decisions that will minimize the tax burden, not only on the business, but also on the owners. The concepts are uniquely laid out in the course to allow you to easily and quickly identify those tax-saving strategies that fit your client’s situation. Date: November 21, 2016 Developer: AICPA Credits: 8 Area: Taxation Level: Intermediate Price: A (add $50 after 10/28) Instructor: Douglas Van Der Aa Location: Ramkota Inn ______________________________________________________________________________________________________
AICPA's Annual Federal Tax Update
Save time and keep current on the latest tax developments! This comprehensive course covers 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. Cover current developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters), business entities (including those regarding S Corporations and their shareholders, C Corporations, partnerships), estates and trusts, retirement plans, and more. Date: November 22,
2016 Developer: AICPA
Credits: 8 Area: Taxation Level: Update Price: A (add $50 after 10/28) Instructor: Douglas Van Der Aa Location: Ramkota Inn
Save the Date!! The Society Celebrates their 100th Anniversary at the Annual Convention on
There is no substitute for the unique perspective of a CPA active in public accounting. CliftonLarsonAllen's experienced CPE authors and instructors have developed "Tax Advisors Update" to keep you apprised of the latest tax developments. Count on an in-depth session that delivers the useful tools, strategies and insight needed to serve clients well. Date: November 28,
2016 Developer: CliftonLarsonAllen LLP
Credits: 8 Area: Taxation Level: Update Price: C (add $50 after 11/4) Instructor: Chris Hesse Location: Marina Inn ______________________________________________________________________________________________________
Advanced Controller and CFO Skills
This course examines best practices of leading-edge controllers and CFOs. Demonstrate your advanced skills that add value and contribute to the success of the organization. You will learn specific skills every CFO or controller needs to be successful, and you will find that you suddenly have more power and influence than you ever thought possible. Show the company’s leadership how vital you are to their profitability! Date: March 28,
2017 Developer: AICPA
Credits: 8 Area: Accounting and Auditing Level: Advanced Price: A (add $50 after 3/6) Instructor: Curtis Quickel Location: Eide Bailly LLP ______________________________________________________________________________________________________
Employment Law Update: Key Risks and Recent Trends
Businesses and non-profits today face an explosion of EEOC actions and employment litigation that can threaten the organization’s financial stability as well as its reputation. This course will update you on, and provide tips about mitigating exposure for, the key employment risks that every employer faces: cyber issues such as social media, device and internet use, wrongful termination, retaliation, whistleblowers, all types of discrimination and harassment, workplace safety, wage and hour laws, immigration issues, laws such as the FMLA, ADA, HIPAA, COBRA, FLSA, and more. Know how to react to developing employment issues, understand recent trends in employment claims, and arm yourself with the knowledge and assessment tools that can make a difference for your employer or your clients. Date: March 29,
Thomson Reuters provide core level training to your professionals. The AuditWatch and Tax University training is a three day conference structured to different levels to accommodate every level of experience.
By member request, the Society is sponsoring this quality specialized training and offering it locally in South Dakota to help meet most firm’s needs and save on travel costs. The training will be offered on both sides of the state, in Sioux Falls and Rapid City
*These classes are NOT available to purchase through a CPE40 certificate, or a free committee certificate.
AuditWatch University for Auditing Professionals; Level 2
This session introduces auditors to the complete audit process and plan. It focuses on ways for staff to significantly participate in the risk assessment procedures, including efforts surrounding internal controls. In addition, significant time is spent on performance of tests of details such as sampling, auditing estimates, and analytical procedures. Finally, the course includes select technical accounting, auditing, advanced documentation, and business skills modules. Experienced Staff Training (5 – 21 months experience) Date: August 9, 2016 – August 11,
2016 Developer: Thomson Reuters
Credits: 24 Area: Accounting and Auditing Level: Intermediate Price: G (add $50 after 7/15) Instructor: Sunish Mehta Location: Eide Bailly LLP ________________________________________________________________________________________________________
AuditWatch University for Auditing Professionals; Level 4
This course moves experienced auditors beyond the basics. The session builds upon experiences with running engagements and provides insights and best practices on supervising, motivating, coaching, and evaluating team members. The course challenges experienced auditors to improve the effectiveness and efficiency of their audit engagements through exercises and case studies on common audit scenarios. It also provides an in-depth look at audit tasks typically performed by more experienced team members, such as evaluating design of controls, designing tests that respond to risks, and designing tests of controls. Experienced In-Charge Training (3 – 4 years experience) Date: August 16, 2016 – August 18,
2016 Developer: Thomson Reuters
Credits: 24 Area: Accounting and Auditing Level: Intermediate Price: G (add $50 after 7/26) Instructor: Sunish Mehta Location: Eide Bailly LLP ________________________________________________________________________________________________________ TaxWatch University; Level 2
This practical, hands-on program is designed for tax professionals in their first or second year. This course provides learning opportunities on intermediate corporate, individual, and other entity type tax topics. The course is designed to both provide information on the tax rules and to challenge the participants to complete case studies and exercises where they apply the rules and complete tax forms. Topics covered also include time management, engagement management and conducting client interviews. (1 – 2 years experience) Date: August 23, 2016 – August 25,
This practical, hands-on program is designed for tax professionals with multiple years’ experience. This course provides learning opportunities on intermediate to advanced partnership, LLC, corporate, and individual topics. The course is designed to provide information on the tax rules and includes case studies and exercises which challenge participants to apply the rules and complete actual tax forms. (2 – 3 years experience) Date: August 23, 2016 – August 25,
This program is designed to advance a tax professional into more complex taxation issues. The program includes sessions on tax planning and saving strategies related to individuals and corporations. It also provides additional training on technical tax issues mainly related to pass-through entities and more advanced corporate and individual issues. (3 – more years experience) Date: August 23, 2016 – August 25,
2016 Developer: Thomson Reuters
Credits: 24 Area: Taxation Level: Intermediate/Advanced Price: G (add $50 after 8/1) Instructor: Tim O’Brien Location: Ketel Thorstenson LLP ________________________________________________________________________________________________________ TaxWatch University; Level 2
This practical, hands-on program is designed for tax professionals in their first or second year. This course provides learning opportunities on intermediate corporate, individual, and other entity type tax topics. The course is designed to both provide information on the tax rules and to challenge the participants to complete case studies and exercises where they apply the rules and complete tax forms. Topics covered also include time management, engagement management and conducting client interviews. (1 – 2 years experience) Date: October 19, 2016 – October 21,
2016 Developer: Thomson Reuters
Credits: 24 Area: Taxation Level: Intermediate Price: G (add $50 after 9/27) Instructor: Wendy Hassiepen Location: Eide Bailly LLP ________________________________________________________________________________________________________
TaxWatch University; Level 4
This program is designed to advance a tax professional into more complex taxation issues. The program includes sessions on tax planning and saving strategies related to individuals and corporations. It also provides additional training on technical tax issues mainly related to pass-through entities and more advanced corporate and individual issues. (3 – more years experience) Date: October 19, 2016 – October 21,
2016 Developer: Thomson Reuters
Credits: 24 Area: Taxation Level: Intermediate/Advanced Price: G (add $50 after 9/27) Instructor: Tim O’Brien Location: Woltman Group, PC ________________________________________________________________________________________________________
Non-Sponsored CPE Courses - as a reminder proper documentation is required on all CPE. If you attend non-sponsored courses, you are required to maintain documentation including course title, sponsor, date, credited hours and VERIFICATION OF ATTENDANCE.
A Non-Sponsor CPE V ation Form can be found at www.sdcpa.org
ACPEN Signature
2016 Annual Curriculum
With Live Webcast Replays™-Final
Date Subject May 18, 2016 Disregarded Entities and Partnerships Update
Second Chance Live Replay: June 2, 2016 Second Chance Live Replay: September 8, 2016 Last Chance CPE Replays: December 14, 2016 Best of ACPEN Replay Series: January 12, 2017 June 22, 2016 Not-for-Profit Accounting, Auditing & Tax Update
Second Chance Live Replay: July 7, 2016 Second Chance Live Replay: September 29, 2016 Last Chance CPE Replays: December 15, 2016 Best of ACPEN Replay Series: January 17, 2017 July 27, 2016 Governmental Accounting & Auditing Update
Second Chance Live Replay: August 11, 2016 Second Chance Live Replay: September 15, 2016 Last Chance CPE Replays: December 19, 2016 Best of ACPEN Replay Series: January 13, 2017 August 16, 2016 Financial Statement Preparation, Compilation, and Review Update
Second Chance Live Replay: September 1, 2016 Second Chance Live Replay: October 26, 2016 Last Chance CPE Replays: December 20, 2016 Best of ACPEN Replay Series: January 4, 2017 Best of ACPEN Replay Series: January 27, 2017 September 21, 2016 Business Fraud Update
Second Chance Live Replay: October 6, 2016 Second Chance Live Replay: October 20, 2016 Second Chance Live Replay: November 10, 2016 Last Chance CPE Replays: December 21, 2016 Best of ACPEN Replay Series: January 18, 2017 October 19, 2016 Accounting & Auditing Update
Second Chance Live Replay: November 3, 2016 Last Chance CPE Replays: December 28, 2016 Best of ACPEN Replay Series: January 24, 2017 Best of ACPEN Replay Series: January 31, 2017 November 16, 2016 Tax Planning for Real Estate
Second Chance Live Replay: December 1, 2016 Last Chance CPE Replays: December 27, 2016 Best of ACPEN Replay Series: January 19, 2017 December 7, 2016 Annual Tax Update
Second Chance Live Replay: December 22, 2016 Last Chance CPE Replays: December 29, 2016 Best of ACPEN Replay Series: January 5, 2017 Best of ACPEN Replay Series: January 20, 2017 January 11, 2017 Small Business Entity Tax Forms Workshop
Second Chance Live Replay: January 26, 2017 Best of ACPEN Replay Series: January 30, 2017 Best of ACPEN Replay Series: February 2, 2017 The Society has partnered with numerous provides to give members a variety of offerings. Due to the volume of offerings, please check our website for current offerings. New listings are added weekly or monthly. Search for available webcasts online: AICPA, ACPEN, Surgent McCoy, CALCPA & CPA Crossings all in one place by clicking here.
Policies and Procedures This catalog contains the core group of continuing professional education programs being presented in 2016. The SDCPA Society Board of Directors has approved the programs, fees, and the following policies and procedures. All courses are designed to meet the CPE requirements of the South Dakota Board of Accountancy. There are no continuing education requirements for membership in the South Dakota CPA Society. However, there are CPE requirements for licensees in the state as well as for members of the American Institute of CPAs. To see all CPA Policies and Procedures, visit www.sdcpa.org under the CPE section.
South Dakota CPA Society is in compliance with the CPE rules required by the SD Board of Accountancy. For a complete list of the CPE rules see the web site – www.sdcpa.org under the CPE section.
PRICES – See price codes for fees.
Prices for LATE FEES: ALL late registrations will be subject to the $50 late fee, ($25 late fee for 4hr CPE courses).
METHOD OF PAYMENT – CPE may be paid by cash, check or credit card. Checks should be made payable to “SDCPAS” or “South Dakota CPA Society”. The Society accepts VISA, MasterCard and Discover Card.
REGISTRATION – Registrations are accepted at any time. All courses require prepayment and there is a $50 late fee for registrations postmarked after the date pub- lished with each course in this catalog. Deadlines are approximately three weeks prior to the course presentation dates. Online, mail, fax, phone and walk-in registra- tions are accepted but an adequate quantity of materials may not be available at the site for late registrants.
CONFIRMATIONS & CANCELLATIONS – Approximately two weeks prior to the course date a determination will be made as to whether or not the course will be held. If the program will be held, confirmations will be sent via email one week prior to all participants reminding them of the date, time, course title, and location. If the program will be canceled (most likely due to insufficient number of registrants) an attempt will be made to reach each participant to notify him or her of the cancellation. GOING PAPERLESS – Materials will be offered in PDF format only. A link to the materials will be sent out via e-mail to all registrants at least three days prior to the program. Electronic Materials Terms and Conditions; Electronic materials for the events are copyrighted and permission to print is granted to the paid participant of the event exclusively. Materials will not pe provided to you at the event. Should you choose to bring your laptop to the event, a charging station will be available for you to use at the back of each conference room. Internet access will be provided in the meeting rooms. Once the materials are sent; refunds, transfers and cancellations are not accepted.
INSTRUCTOR DELIVERY METHOD - Classroom / seminar
COMPUTATION OF CREDITS - All course hours are based on a 50-minute classroom hour. 25-minutes compute to ½ credit hour after the 1st hour.
DOCUMENTATION / ATTENDANCE – After the completion of the course we will send proof of attendance via email for your records. You will need to retain documen- tation for 4 years. All participants are asked to register their attendance at the course site on signature sheets. Copies of these sheets as well as the list of participants are forwarded to the South Dakota Board of Accountancy for their records. The same information will be kept on file at the South Dakota CPA Society office for a period of five calendar years following the calendar year of the course. Your CPE transcripts can now also be found at www.sdcpa.org under My CPE Transcripts. You can also enter Non-Society courses on your page to store all you CPE in one location.
AUDITS - the South Dakota CPA Society is an approved CPE sponsor. All documentation of attendance has been sent to the South Dakota Board of Accountancy. There- fore you are not required to submit documentation on courses that you attend through the CPA Society in the event of an audit.
SITE LOCATIONS – Below are locations of all courses not being held at a hotel: Sioux Falls – Eide Bailly LLP (River Centre Building) Sioux Falls Convention Center Rapid City - Casey Peterson & Associates LTD
200 East 10th St (2nd Floor) 1201 Northwest Ave 909 St Joseph Street, Suite 101
Sioux Falls, SD 57104 Sioux Falls, SD 57104 Rapid City, SD 57709
Sioux Falls – Woltman Group, PC Rapid City - Ketel Thorstenson LLP
7001 South Lyncrest Place, Suite 200 810 Quincy Street
Sioux Falls, SD 57108 Rapid City, SD 57709
LODGING ARRANGEMENTS – Blocks of sleeping rooms have been reserved for participants on a first-come first-reserved basis and will be released three weeks prior to the course dates by the motels. Please make your sleeping room reservations directly with the motel and tell the reservation staff that you are attending a South Dakota CPA Society presentation in order to receive the quoted rate. If you have difficulty making your motel accommodations, please contact the Society office at 605-334-3848 for assistance.
Downtown Sioux Falls Hilton Garden Inn Sioux Falls Sheraton Hotel Downtown Sioux Falls Holiday Inn City Centre
(Near Eide Bailly LLP) (Adjacent to Convention Center) 100 West 8th Ave – 605-339-2000
201 E. 8th Street – 605-444-4700 1211 N West Ave (Please call for rates)
$139.00 $109.00
Rapid City Ramkota Inn Sioux City Sioux City - Marina Inn
I-90 at Exit 59 – 605-343-8550 East 4th and B Streets – 402-494-4000
$1100 $1100 $1200 $12000 If you register after the deadline for a course, add $50 late registration fee.
Price Code “G” is not eligible for purchase with a CPE40 Certificate or free Committee Certificate
CPE 40 Certificate The CPE 40 certificate allows members or their firm/company to save money by purchasing a block of 40 CPE hours. Additional Information about CPE 40 Certificates can be found at www.sdcpa.org. Certificate Price: $1100 ($1250 for non-members) if purchased by May 31st and 40 hours are selected and used within the CPE year. $1200 ($1300 for non-members) can be purchased any time and no course selection is required. **If the attendee is identified, no further registration is necessary. If the participant is not identified on the course selection form registration deadlines apply. There is a $50 change fee if the course selected is not attended. Substitutions are allowed at no additional cost.
Firm/Company: Contact Name:
Address/City/State/Zip: Phone:
Method of Payment: Cash enclosed Charge: Visa Discover Master Card
Acct. # Expiration Date Name on Card
Billing Address: Billing Zip Code: CPE 40 Certificates for $1100 ($1250 for non-member) CPE 40 Certificates for $1200 ($1300 for non-member) Must be purchased by May 31, 2016 May be purchased anytime Course selection form must be completed
& credits must be used during CPE year
DATE HOURS COURSE PARTICIPANT
1. 2. 3. 4. 5.
2016 South Dakota CPA Society CPE Registration Form (Please duplicate this form as needed)
Name Course
Company Course Date
Address State: Cash Amount Enclosed $
City Zip: Charge: Visa MasterCard Discover
Phone: Acct. # Exp.
After Hours Phone: Name on Card
Email: Billing Address Billing Zip:
SD CPA Member? Yes No
CPA? Yes No AICPA Member #
Sole Practitioner, Shareholder, Partner CPA Firm Staff Industry Staff Government, Education
Make checks payable to SDCPAS and mail to:
South Dakota CPA Society 5024 South Bur Oak Place, Suite 108
Sioux Falls, SD 57108 Telephone: (605) 334-3848 Fax: (605) 334-8595
