re:Source - Indiana CPA Society

Everything CPE
TABLE OF CONTENTS
This year marks the end of the reporting
cycle – a critical time to evaluate your
professional development record. Have
you met your requirements
Rest assured, the Indiana CPA Society
provides you with the re:Source – an
annual, comprehensive guide to help you
stay on track. Use the chronological and
regional listings to find quality INCPAS
courses close to home.
Have a question The re:Source gives
you access to helpful information on
CPE requirements, INCPAS policies and
procedures, along with Society staff and
committee member contact information.
Spend less time scrambling for your
professional development resources –
everything you need is right here.
Education Requirements.................................... 2
Event Locations................................................. 3
Additional Professional Development Options..... 4
Important Indiana Statutes, Changes.................. 6
Policies & Procedures........................................ 6
ValuePlus.......................................................... 8
Step-by-Step Registration................................... 8
Registration Form.............................................. 9
Regional Course Listing................................... 10
Chronological Course Listing........................... 20
Accounting & Auditing.................................... 31
Consulting & Management.............................. 46
Ethics............................................................. 55
Government/Not-for-Profit............................... 58
Specialized Knowledge................................... 63
Taxation.......................................................... 68
Reference
2011 INCPAS Conferences and PIUs............... 79
Society Staff..................................................... 80
INCPAS Leadership
Board of Directors............................. 81
Ethics Committee.............................. 82
Government Relations
Advisory Council................................ 82
Peer Review Committee..................... 83
Tax Resource Advisory Council.......... 84
Important Numbers......................................... 85
Tax Forms State-by-State................................. 86
Indiana CPA-PAC............................................. 87
INDIANA CPA SOCIETY
1

EVERYTHING CPE
Education Requirements
Indiana Board of Accountancy AICPA GAO Yellow Book INCPAS
CPAs in Public Practice
120 hrs. / 3 yrs.
minimum 20 hrs. / yr.
120 hrs. / 3 yrs.
80 hrs. / 2 yrs.
minimum 20 hrs. / yr.
No CPE Requirements
CPAs in Industry
A&A Requirements
120 hrs. / 3 yrs.
minimum 20 hrs. / yr.
10% (or 12 hrs.) of the
total required hours /3 yrs.
120 hrs. / 3 yrs. N/A No CPE Requirements
N/A N/A N/A
Ethics 4 hrs. / 3 yrs. N/A N/A N/A
Self-Study Restrictions
No more than 50% (60 hrs.) can be
attained through self-study
N/A N/A N/A
Reporting Cycle 1/1/2009 to 12/31/2011
3 yr. cycle begins the calendar
year after joining the AICPA.
Year end*
*Based on individual firm’s entry into governmental accounting. Consult the Yellow Book Reporting Requirements for specific information.
N/A
Qualifies for Yellow Book = Qualifies for the 24 hour Yellow Book requirement. Determination as to the qualification of certain courses for the
Yellow Book 24 hour requirement should be made on an auditor specific basis depending on that auditor’s Yellow Book clients. Note that the
determination of course qualification is a matter of an auditor’s professional judgement in consultation with appropriate individuals in the audit
firm. The 24 hours are a subset of the 80 hour requirement.
Need more
information
Indiana Board of Accountancy
Visit in.gov/pla/accountancy.htm
or contact the Indiana Board of
Accountancy at (317) 234-3040.
Yellow Book
Visit gao.gov/govaud/ybk01.htm
or contact the Office of
Public Affairs at (202) 512-4800.
AICPA
Visit aicpa.org
or call 1-888-777-7077.
Have you recently obtained your license
872 IAC 1-3-16 Prorated continuing education requirements for holders of certificates granted during a reporting period
Authority: IC 25-2.1-2-15
Affected: IC 25-2.1-4-5
Sec. 16. The following table establishes the number of CPE hours that a licensee must obtain for the three (3) year reporting period in
progress at the time of the issuance or reactivation of a certificate under section 8, 14, or 14.5 of this rule, and it also establishes the
minimum hours required in the calendar year of the issuance or reactivation:
Required Hours for Three
Required Minimum Hours for the
Date of Issuance of Certificate Year Reporting Cycle Year of Issuance or Reactivation
01/01-03/31 first year of the reporting period 120 20
04/01-06/30 first year of the reporting period 110 15
07/01-09/30 first year of the reporting period 100 10
10/01-12/31 first year of the reporting period 90 0
01/01-03/31 second year of the reporting period 80 20
04/01-06/30 second year of the reporting period 70 15
07/01-09/30 second year of the reporting period 60 10
10/01-12/31 second year of the reporting period 50 0
01/01-03/31 third year of the reporting period 40 N/A
04/01-06/30 third year of the reporting period 30 N/A
07/01-09/30 third year of the reporting period 20 N/A
10/01-12/31 third year of the reporting period 0 0
* For purposes of this section, “N/A” means that there is no specifically stated requirement for the year of issuance or reactivation because the licensee would have to obtain
the prorated CPE hours for the three (3) year reporting period.
2 2011-2012

EVERYTHING CPE
Event Locations
Batesville
Hillcrest Country Club
850 N. Walnut St.
(812) 934-3401
Bloomington
Bloomington Convention Center
302 S. College Ave.
(812) 336-3681
Indiana University Career Graduate Building
1275 E. 10th St.
(812) 855-7200
Carmel
Renaissance Indianapolis North Hotel
11925 N. Meridian St.
(317) 814-2515
Ritz Charles
12156 N. Meridian St.
(317) 846-9158
Evansville
Holiday Inn Evansville Airport
(formerly the Evansville Marriott)
7101 U.S. 41 North
(812) 867-7999
Fort Wayne
Grand Wayne Center
120 W. Jefferson Blvd.
(260) 426-4100
Florence
Belterra Casino Resort & Spa
777 Belterra Drive
(812) 427-7777
Indianapolis
INCPAS Prof. Dev. & Conf. Ctr.
8250 Woodfield Crossing Blvd., #100
(317) 726-5000
1-800-272-2054
Hyatt Regency Indianapolis
1 S. Capitol Ave.
(317) 632-1234
Indiana Roof Ballroom
140 W. Washington St.
(317) 236-1870
Indianapolis Marriott East
7202 E. 21st St.
(317) 352-1231
Sheraton Indianapolis Hotel & Suites
8787 Keystone Crossing
(317) 846-2700
University Place Conference Center & Hotel
850 W. Michigan St.
(317) 269-3542
Victory Field
501 W. Maryland St.
(317) 269-3542
Westin Indianapolis
50 S. Capitol Ave.
(317) 262-8100
Wyndham Indianapolis West
2544 Executive Dr.
(317) 248-2481
Jeffersonville
Kye’s
500 Missouri Ave.
(812) 285-8500
Sheraton Louisville — Riverside Hotel
700 W. Riverside Drive
(812) 284-6711
Kokomo
Kokomo Country Club
1801 Country Club Dr.
(765) 457-3278
Lafayette
Holiday Inn — City Centre
515 South St.
(765) 423-1000
Merrillville
Radisson Hotel at Star Plaza
806 E. 81st Ave.
(219) 769-6311
Muncie
Horizon Convention Center
401 S. High St.
(765) 288-8860
South Bend
South Bend Century Center
120 S. Saint Joseph St.
(574) 235-9711
Terre Haute
Holiday Inn
3300 U.S. 41 South
(812) 232-6081
1-800-465-4329
Indianapolis Hotels With Discounted Rates
To receive this discount, ask for the Indiana CPA Society rate.
Homewood Suites by Hilton
2501 E. 86th St.
Indianapolis, IN 46240
(317) 253-1919
$114/night
Sheraton Indianapolis Hotel and Suites
8787 Keystone Crossing
Indianapolis, Indiana 46240
(317) 846-2700
$131/night
INDIANA CPA SOCIETY
3

EVERYTHING CPE
Additional Professional
Development Options
INCPAS offers a variety of high-quality professional
development opportunities each year at many locations
throughout the state. However, there are other ways
today’s CPAs obtain professional development.
Consider one of the following Society-approved
programs, discounted for INCPAS members.
1
2
3
ON-SITE TRAINING – In your office
SELF-STUDY – At your convenience
WEBINARS – Online, on demand
1
ON-SITE TRAINING
Do several employees at your organization require the same training
Consider INCPAS On-Site Training — any course in our catalog can be brought to your office.
Cost Effective Bringing the training to you means employees will not have to travel — saving time and expenses.
Convenient
Customized
Contact the Society with your specific needs and available dates, and we’ll set up a program for you.
Courses can be tailored according to your organization’s specific needs.
For more information or to set up your on-site training, contact INCPAS Senior Manager – Professional Development
Stacey Wilson at (317) 726-5015.
4 2011-2012

Additional Professional Development Options
2
EVERYTHING CPE
SELF-STUDY
Looking for professional development that caters to your busy schedule
Go at your own pace when it comes to meeting your education requirements and check out self-study options through INCPAS.
For information on all vendors visit incpas.org/member/CPE/SelfStudy.aspx.
CCH Learning Center
The CCH Learning Center is a powerful, comprehensive way to bring added value to your clients or organization, and gain a competitive
edge in the marketplace. Keeping up with legislative and regulatory changes and industry developments is a snap with
CCH’s compelling self-study CPE.
For more information, visit tax.cchgroup.com/cchlearningcenter/incpas.
CPASelfStudy.com
CFO Resources offers high quality CPE at reasonable prices. This Indiana-based company specializes in software education and
CPE focused on the software tools you use the most. CFO Resources’s self study improves everyday business software skills and
productivity. Their offerings are based upon practical applications that can be utilized immediately.
PASS Online
Selling CPE since 1990, PASS Online is a self-study option featuring automatic course grading and an instant certificate of
completion. Certified by NASBA, courses materials are top-notch and written by renowned authors.
For a complete list of course offerings, visit passonline.com.
Surgent McCoy
Surgent McCoy Self-Study offers over 175 unique course options, ranging from 2-20 credit hours and in a variety of formats to
meet your needs. Choose textbook, CD-ROM, or downloadable online options. Plus, you don’t need a high-speed connection — All
you need is Acrobat Reader to download our PDF files to your hard drive.
Visit cpenow.com/ to browse our complete self-study catalog.
3
WEBINARS
Did you know INCPAS offers webinars with your trusted local experts and favorite INCPAS instructors
This interactive CPE option combines technology with convenience to deliver high-quality, engaging CPE. Webinars use live webcast technology
to bring local and national experts to your home or office computer at a time that’s convenient for you.
Check out the INCPAS online webinar calendar. With links to detailed descriptions of each webinar, you can find one that fits your needs.
incpas.org/member/CPE/webinars.aspx
/
INDIANA CPA SOCIETY
5

EVERYTHING CPE
Important Indiana Statutes, Changes
Third Year Reporting Reminder
FAQ: How do I report my CPE
Answer: Report the continuing
education on the renewal application.
Licensees are required to sign a statement on the renewal form
attesting that they have complied with the CPE requirements, if
applicable. The Board may verify any information submitted by
the applicant and may request the applicant to submit evidence
supporting the course information. (See 872 IAC 1-3-6)
*Excerpt from in.gov/pla
872 IAC 1-3-6 Application for renewal of certificate; fee
Authority: IC 25-2.1-2-15
Affected: IC 25-2.1-4-2; IC 25-2.1-4-5
Sec. 6. (a) Certificate holders must file triennially an application
to renew their certificates using the application form provided by
the board. Certificates expire on June 30 of every third year, for
example, June 30, 1994, and June 30, 1997.
(b) Applicants must sign a statement under penalty of perjury that:
(1) the hours submitted are substantially correct;
(2) they attended and completed courses taken; and
(3) to the best of their knowledge, the courses completed meet
the requirements of this rule.
(c) The board may:
(1) verify any information submitted by the applicant; and
(2) request the applicant to submit evidence supporting the
course information.
(d) Each application for a permit must be accompanied by a
check or money order in the amount specified in 872 IAC 1-1-10.
(e) It is the responsibility of each applicant to retain certificates of
completion and other records to support the courses taken
for thirty-six (36) months from the end of the renewal period for
which CPE applied. These records shall include the following:
(1) Certificates of completion, such as the following:
(A) Course attendance verification by the sponsor.
(B) Certificates of completion for self-study courses.
(C) CPE attendance history by employer or third party.
(2) Course outline or other evidence of course content.
(3) Other evidence of support and justification.
(f) The board may ask certificate holders to provide information
as provided in subsection (e) in order to verify the CPE hours
claimed on the application. Failure to comply with this section
may result in the board disallowing CPE.
Changes
Professional Ethics
872 IAC 1-3-3 Continuing professional education
Authority: IC 25-2.1-2-15
Affected: IC 25-2.1-4-5
Sec. 3. (d) A minimum of four (4) hours in the reporting period
shall be in ethics.
This change removes the qualifying term “for accountants” from
the ethics requirement for CPAs. Reminder: CPAs are required to
take 4 hours of ethics CPE for this renewal cycle.
Early Application for the Uniform CPA Exam
The Indiana Board of Accountancy now permits candidates for
CPA licensure to apply to take the CPA Exam up to 60 days prior
to completing the educational requirements. However a candidate
may only sit for the CPA Exam after all educational requirements
are completed.
Not later than 60 days immediately following the end of the window
in which the candidate sits for the examination, a candidate must
submit all final transcripts and applicable supporting documentation
to the Board or the board’s designee. The Board recognizes that this
is a benefit to both candidates and employers in the State of Indiana.
Currently, a memo to the National Association of Boards of
Accountancy from the Indiana Board of Accountancy allows students
to apply during the interim while the rule is being promulgated.
Specific questions regarding early application should be referred
directly to the Indiana Board of Accountancy Staff at
pla11@pla.IN.gov.
For other CPA Exam questions specific to the requirements
in Indiana, check out incpas.org/Public/Candidates/
CPAExamFAQs.aspx.
Policies & Procedures
If You Cancel or Switch a Course
All cancellations and switches are subject to an administrative
service fee. Cancellations must be received in writing or by
telephone. You may substitute another individual in your place
without penalty providing the registration fee paid applies to both
registrants (i.e. both registrants qualify for the member fee).
Please notify member services of the change to assure proper
assignment of CPE credit.
Cancellation and Switch Fees
$15 service fee for cancellations or switches received 15 business
days or more prior to the course date.
$25 service fee for cancellations or switches received six-14
business days prior to the course date.
50 percent of the registration fee will be refunded for cancellations
or switches received five business days or less prior to the event.
Nonrefundable registration fee for any INCPAS-sponsored
conference cancellations or switches received five business days
or less prior to the conference.
Nonrefundable registration fee for cancellations or switches received
on or after the course date.
If INCPAS Cancels a Course
A course will be cancelled if the minimum number of participants
is not obtained approximately 10 days prior to the course. You
may elect to receive a full refund or choose another course without
penalty. INCPAS is not responsible for any personal expenses
incurred if a course is cancelled.
6 2011-2012

EVERYTHING CPE
Policies & Procedures
Inclement Weather Policy
Registrants will be notified at their office immediately upon
cancellation of an event due to inclement weather. If we are
unable to reach registrants or the decision to cancel has been
made during non-business hours, registrants will be contacted
at home. The Society uses our database to contact registrants,
therefore it is imperative you notify the Society when your
information has changed.
When an event has been cancelled due to inclement weather,
registrants will have the option of attending the rescheduled event
or registering for another event at the time of cancellation. If the
registrant is unable to attend the rescheduled event and is unable
to register for another event, a full refund will be issued.
If a registrant is unable to attend an event due to inclement
weather they must notify the Society the day of the scheduled event.
Cancellations will not be accepted before or after the event. If the
event has not been cancelled, no refunds will be issued. Instead,
registrants will be issued a credit voucher valid for one year from the
date of issue. It is applicable to another event of equal value.
Member ID Number
Your member ID number is located on the mailing label and
course enrollment confirmations. Reference this number when
registering for courses.
Member/Nonmember Fee
Registration for INCPAS events is open to the public. Members
of INCPAS, PA Society or other state CPA societies may register
under the member price. To become a member, complete a membership
application online at incpas.org. Contact member services
for additional information.
Lunch
Course fees do not include lunch unless indicated.
Course Times
All course times are local time.
Course Availability
You may check course availability by calling member services;
however, we cannot hold space in a course without full payment.
On-site registration the day of the course is accepted only if space
and materials are available. Payment of the nonmember fee is
required for all on-site registrations.
Confirmations
All registration confirmations will be emailed once payment has been
processed. This will serve as your receipt. If you do not receive a confirmation
three days prior to the course, contact member services.
Make sure your e-mail address is on file with the Society. If
you have not received the attendance certificate e-mail, be sure to
check your SPAM filter, and approve “INCPAS Christina Pristasch”
[cpristasch@incpas.org] as a sender.
Discounts
AICPA members may deduct an additional $30 off an eighthour
course and $60 off a 16-hour course when AICPA is listed
as the source. All staff-training and four-hour courses excluded.
allows you to purchase a minimum of 40
hours of CPE in any combination of INCPAS seminars or
conferences for 25 percent off the total price. All courses
must be purchased as one transaction. Standard switch fees
will apply. For complete details, see page 8 or visit our web
site at incpas.org. ValuePlus cannot be completed online.
For conferences – Early Bird Discount cannot be taken in
addition to the ValuePlus discount. ValuePlus excludes
Professional Issues Updates, self study and webinars.
Cell Phones/Pagers
Cell phones and pagers must be silenced during INCPAS events.
Business Meal Deductions
Under IRS Code Section 162 (effective 1/1/94), 50 percent of the
costs of business meals held in conjunction with association meetings
are generally deductible.
Disclaimers
Disclaimer
The information and suggestions presented at the courses, seminars
and institutes sponsored by the Indiana CPA Society are subject to
constant change and, therefore, should serve only as a foundation for
further investigation and study. Any forms presented at such courses,
seminars or institutes are samples only and are not necessarily authoritative.
All information, procedures and forms contained or used
in such courses, seminars or institutes should be carefully reviewed
and should serve only as a guide for use in specific situations.
The INCPAS and contributing authors and lectures hereby
disclaim any and all responsibility, which may be asserted or
claimed arising from or claimed to have arisen from reliance upon
the information or utilization of the information or forms used in
such courses, seminars or institutes. The opinions expressed by
teachers or course leaders are not necessarily those of INCPAS.
Continuing education courses purchased from INCPAS may be
deductible for federal income tax purposes as ordinary and necessary
business expenses. Continuing education course purchases
are not deductible as charitable contributions. Please consult your
tax advisor for individual assistance in specific situations.
CLE Disclaimer
Indiana CPA Society continuing education courses have presumptive
approval by the Indiana Commission for Continuing Legal Education.
Attendance at each approved course will be documented by
INCPAS and forwarded to ICCLE for their records. It is the sole discretion
of the ICCLE to determine what courses will be approved for
CLE credit and how much credit can be earned for each approved
course. Contact Julia Orzeske, executive director of the Indiana
Commission for Continuing Legal Education, at (317) 232-1943
with any questions. To receive CLE credit, it is your responsibility to
request it by signing in on the appropriate form during the course.
INDIANA CPA SOCIETY
7

REGISTRATION
ValuePlus / Registration Options
INCPAS Members...
Register for 40 hours
of CPE by Aug. 31
and save 25 percent.
The INCPAS ValuePlus Program allows you to register for a
minimum of 40 hours of CPE in any combination of seminars
or conferences (excluding Professional Issues Updates and
webinars). For Conferences – Early Bird discount cannot be
taken in addition to the ValuePlus discount. All courses must
be purchased at the time of enrollment; participants must
enroll on or before Aug. 31, 2011.
Participation in the ValuePlus Program is on an individual basis
for members only. It is not transferable to other members
within a company or firm. All other discount programs do not
apply to the ValuePlus Program. The ValuePlus Program may
not be used retroactively for courses taken prior to purchase
and cannot be applied toward self-study or webinar purchases.
You can register for ValuePlus by contacting member
services at (317) 726-5000, 1-800-272-2054 or returning
the registration form on page 9, via e-mail or fax.
IMPORTANT: ValuePlus discount cannot be applied online.
All 40 hours must be used prior to Jan. 31, 2012. Refunds
will not be issued for those hours not used by Jan. 31. As is
the case with all CPE registrations, the INCPAS cancellation,
switch and inclement weather policies apply to ValuePlus
Program registrations as well.
Easy Ways to Register for CPE
Complete and mail registration
form(s) with payment to:
P.O. Box 40069
Indianapolis, IN 46240
Registrations via fax must have
credit card information indicated.
(317) 726-5005
Phone registrations are accepted
with credit card payments only.
(317) 726-5000
1-800-272-2054
All web site registrations require
credit card information.
incpas.org
8 2011-2012

REGISTRATION
MEMBER ID NO.
AICPA ID NO.
FULL NAME
NAME TO GREET BY
FIRM/COMPANY
WORK PHONE NO.
FAX NO.
E-MAIL
STREET ADDRESS no P.O. Boxes
WORK / HOME
(circle)
CITY
STATE
COUNTY
ZIP CODE
COURSE DATE COURSE TITLE CITY CREDIT PRICE
Paying nonmember prices Become a member and take advantage of lower prices immediately when you join online at incpas.org/Public/JoinINCPAS.
INCPAS MEMBERS: Are you registering for at least 40 hours of CPE on or before Aug. 31 If so, take a 25%
discount off your total. For conferences - Early Bird Discount cannot be taken in addition to the ValuePlus discount.
ValuePlus excludes Professional Issues Updates and webinars.
To participate in the ValuePlus Program, registration forms must be received before Aug. 31, 2011.
Valid only when registering for at least 40 hours of CPE.
I have read the ValuePlus Program policies and I agree to abide by them. I understand
that if I fail to follow these policies, my participation in the program will be revoked.
TOTAL
TOTAL
(minus 25% discount)
SIGNATURE
Method of Payment AMEX Discover MasterCard Visa Check
CREDIT CARD NO. EXP. DATE CVV# (last 3 digits on back of card)
NAME INDICATED ON CARD
SIGNATURE
Payment must be submitted with the registration form. Make checks payable to: Indiana CPA Society, P.O. Box 40069, Indianapolis, IN 46240-0069.
You may also register by phone: (317) 726-5000 or 1-800-272-2054 or fax: (317) 726-5005. For more information, e-mail: info@incpas.org or go to incpas.org.
INDIANA CPA SOCIETY
9

REGIONAL LISTINGS
Regional
Listings
TITle daTe ciTY MEM./ NON. PAGE
Batesville
A&A Update............................................................................................................ 9/16/2011...............Batesville...................$99/$225........... 31
Professional Ethics Update................................................................................... 9/16/2011..............Batesville...................$99/$225........... 56
Bloomington
A&A Update............................................................................................................ 6/21/2011...............Bloomington............$99/$225........... 31
Professional Ethics Update................................................................................... 6/21/2011..............Bloomington............$99/$225........... 56
Carmel
Vern Hoven’s Federal Tax Update......................................................................... 1/9-10/2012...........Carmel......................$455/$680......... 78
Evansville
A&A Update............................................................................................................ 6/10/2011...............Evansville..................$99/$225........... 31
Professional Ethics Update................................................................................... 6/10/2011..............Evansville..................$99/$225........... 56
Advanced Update for Compilation, Review and Accounting Services............ 8/16/2011..............Evansville..................$303/$453......... 33
Fair Value Accounting: A Critical Skill for All CPAs............................................. 9/16/2011..............Evansville..................$303/$453......... 37
Identifying Fraudulent Financial Transactions.................................................. 9/20/2011..............Evansville..................$303/$453......... 41
FASB Review for Industry: Targeting Recent GAAP Issues................................ 10/18/2011............Evansville..................$303/$453......... 38
Vern Hoven’s Federal Tax Update......................................................................... 10/19-20/2011.......Evansville..................$455/$680......... 78
Buying and Selling Businesses: The CPA’s Role.................................................. 11/7/2011..............Evansville..................$303/$453......... 70
NEW 49 Tax-Cutting Moves for Individuals......................................................... 11/8/2011..............Evansville..................$303/$453......... 69
Annual Update for CPAs and Auditors................................................................ 11/15/2011............Evansville..................$199/$453......... 34
Fraud Alert! Prevention and Follow-Up.............................................................. 11/17/2011............Evansville..................$299/$449......... 39
NEW Ethics in the Real World: Living Values for Today...................................... 11/18/2011............Evansville..................$150/$225......... 55
Quick Close Workshop: Could You; Should You, Close in One Day................ 11/18/2011............Evansville..................$150/$225......... 43
Estate Planning Essentials: Tax Relief for Your Clients’ Estates......................... 12/7/2011..............Evansville..................$303/$453......... 71
NEW Strategies and Tactics in the New War Against Higher Individual Taxes.... 12/19/2011............Evansville .................$307/$457......... 76
The Best S Corporation, Limited Liability and Partnership Update Course...... 12/20/2011............Evansville .................$307/$457......... 77
10
2011-2012

REGIONAL LISTINGS
TITle daTe ciTY MEM./ NON. PAGE
Fort Wayne
Compilation, Review and Accounting Service Update...................................... 8/11/2011..............Fort Wayne................$152/$227......... 36
NEW 2010 Health Care Reform Act: Critical Tax and Insurance Ramifications
For You, Your Business and Your Clients..................................................... 8/11/2011..............Fort Wayne................$152/$227......... 68
A&A Update............................................................................................................ 8/15/2011...............Fort Wayne................$99/$225........... 31
Professional Ethics Update................................................................................... 8/15/2011..............Fort Wayne................$99/$225........... 56
IFRS Update and Review of Complex Topics...................................................... 8/17/2011..............Fort Wayne................$303/$453......... 41
Advanced Controller and CFO Skills................................................................... 8/29/2011..............Fort Wayne................$303 /$453........ 46
Basis/Distributions for Pass-Through Entities: An IRS Hot Spot..................... 9/9/2011.................Fort Wayne................$303/$453......... 70
NEW Running a Non-Profit Like a For-Profit Business...................................... 9/13/2011..............Fort Wayne................$303/$453......... 61
The CPA’s Role in Buying or Selling a Business................................................... 9/26/2011..............Fort Wayne................$152/$227......... 77
Hottest Tax Planning Developments for 2011.................................................... 9/26/2011..............Fort Wayne................$152/$227......... 73
NEW 49 Tax-Cutting Moves for Individuals......................................................... 9/27/2011..............Fort Wayne................$303/$453......... 69
NEW The Top Ten Fraud Schemes: How to Detect and Prevent Them............. 10/3/2011..............Fort Wayne................$303/$453......... 45
NEW What You Need to Do Now in Estate Planning Under the New Tax Law.... 10/19/2011............Fort Wayne................$307/$457......... 78
Social Security, Medicare and Prescription Drug Retirement Benefits:
What Every Baby Boomer Needs to Know Now................................................. 10/20/2011............Fort Wayne................$307/$457......... 76
Vern Hoven’s Federal Tax Update......................................................................... 11/7-8/2011...........Fort Wayne................$455/$680......... 78
NEW Revenue Recognition: Getting the New Standard Right........................... 11/22/2011............Fort Wayne................$303/$453......... 43
Cases in Corporate Ethics: Discussion of Real Life Conflicts............................ 11/29/2011............Fort Wayne................$150/$225......... 55
Quick Close Workshop: Could You; Should You, Close in One Day................ 11/29/2011............Fort Wayne................$150/$225......... 43
Annual Update for CPAs and Auditors................................................................ 11/30/2011............Fort Wayne ...............$199/$453......... 34
Corporate Finance Tune Up: Putting the Right Skills in Your Analytical
Toolbox................................................................................................................... 12/8/2011...............Fort Wayne................$299/$449......... 37
Only Financial Officer: Skills for Smaller Company Financial Managers........ 12/9/2011..............Fort Wayne................$299/$449......... 52
That’s Not What I Said! — Effective Workplace Communication..................... 12/14/2011............Fort Wayne................$303/$453......... 53
Handbook for Mastering Basis, Distributions and Loss Limitation Issues
for S Corporations, LLCs and Partnerships......................................................... 12/15/2011............Fort Wayne................$307/$457......... 72
NEW Strategies and Tactics in the New War Against Higher Individual Taxes.... 12/16/2011............Fort Wayne................$307/$457......... 76
Indianapolis
Business Communications Skills for Leaders/Managing Others..................... 5/17/2011..............Indianapolis.............$150/$225......... 47
Employee Engagement......................................................................................... 5/17/2011..............Indianapolis.............$150/$225......... 49
Annual Update for State and Local Governments and Not-For-Profits.......... 5/24/2011..............Indianapolis.............$152/$227......... 59
Decision-Making Tips, Tools and Techniques for Today’s Financial
Environment.......................................................................................................... 5/24/2011...............Indianapolis.............$152/$227......... 49
New FASB Developments for Business and Industry........................................ 5/24/2011..............Indianapolis.............$152/$227......... 42
NEW Nonprofit Accounting and Auditing: Practical Hands-on Exercises........ 5/24/2011..............Indianapolis.............$152/$227......... 60
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Real-World Business Ethics for CPAs in Business and Industry: How Will
You React............................................................................................................... 5/24/2011...............Indianapolis.............$152/$227......... 57
Taking Planning and Budgeting to a Higher Level: Critical Skills to Make
the Trip.................................................................................................................... 5/24/2011...............Indianapolis.............$152/$227......... 53
Cash and Tax Basis Financial Statements — Alternatives to GAAP and
Reporting Requirements....................................................................................... 5/25/2011...............Indianapolis.............$152/$227......... 35
Controller’s Update: Latest Trends for Today’s Financial Manager.................. 5/25/2011..............Indianapolis.............$152/$227......... 48
Doing More with Less: Lean Accounting and Management............................. 5/25/2011..............Indianapolis.............$152/$227......... 49
Forensic Accounting: Uncovering Schemes and Scams.................................... 5/25/2011..............Indianapolis.............$152/$227......... 38
Frequent Frauds Found in Not-for-Profits.......................................................... 5/25/2011..............Indianapolis.............$152/$227......... 60
NEW The 2011 Revised Yellow Book for Financial Audits................................... 5/25/2011..............Indianapolis.............$152/$227......... 62
Audits of 403(b) Plans: A Challenging New Audit Area...................................... 6/1/2011.................Indianapolis.............$303/$453......... 59
Audits of HUD-Assisted Projects......................................................................... 6/7/2011.................Indianapolis.............$303/$453......... 59
Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans)..... 6/8/2011.................Indianapolis.............$299/$449......... 35
Current Practice Issues and Solutions in Audits of Employee Benefit Plans..... 6/9/2011.................Indianapolis.............$299/$449......... 49
NEW Accounting and Auditing Considerations for 403(b) Plans....................... 6/13/2011..............Indianapolis.............$150/$225......... 32
Case Studies in Complex Not-for-Profit Accounting, Disclosure and
Auditing Issues....................................................................................................... 6/13/2011...............Indianapolis.............$150/$225......... 59
The Loscalzo’s Answer to Frequently Asked Questions in Accounting and
Auditing.................................................................................................................. 6/14/2011...............Indianapolis.............$299/$449......... 44
A&A Update............................................................................................................ 6/15/2011...............Indianapolis.............$99/$225........... 33
Professional Ethics Update................................................................................... 6/15/2011..............Indianapolis.............$99/$225........... 56
Step by Step Guide to Compliance Auditing — A Gateway to Efficiency........ 6/29/2011..............Indianapolis.............$299/$449......... 61
Not-for-Profit Industry Update and Major Accounting and Disclosure
Issues....................................................................................................................... 6/30/2011...............Indianapolis.............$299/$449......... 61
Introduction to Information Security for CPAs.................................................. 7/14/2011..............Indianapolis.............$299/$449......... 42
Farm Taxation: Planning Opportunities and Pitfalls......................................... 7/19/2011..............Indianapolis.............$299/$449......... 71
AICPA/AHI Staff Training — Supervisory............................................................ 8/3-5/2011.............Indianapolis.............$542 /$892........ 34
International Versus U.S. Accounting: What in the World is the Difference..... 8/9/2011.................Indianapolis.............$303/$453......... 41
NEW Outlook, Word, Excel and Adobe Tips, Tricks and Techniques................. 8/10/2011..............Indianapolis.............$299/$449......... 66
AICPA/AHI Staff Training — Beginning In-Charge............................................ 8/10-12/2011.........Indianapolis.............$542/$892......... 33
NEW CPA Technology Boot Camp: Key Trends and Strategies Every CPA
Should Know and Understand............................................................................. 8/11/2011..............Indianapolis.............$299/$449......... 63
Negotiating Skills for Finance Professionals: Get What you Want When You
Want It..................................................................................................................... 8/16/2011...............Indianapolis.............$303/$453......... 52
How to Conduct a Review Under the AICPA Practice-Monitoring Program..... 8/16-17/2011.........Indianapolis.............$463/$688......... 40
AICPA Advanced Course: Overview of the AICPA Peer Review Program
Standards................................................................................................................ 8/18/2011...............Indianapolis.............$303/$453......... 33
IFRS Update and Review of Complex Topics...................................................... 8/18/2011..............Indianapolis.............$303/$453......... 41
Not-for-Profit Accounting and Reporting: From Start to Finish....................... 8/19/2011..............Indianapolis.............$303/$453......... 61
Effective Business Presentations with PowerPoint............................................ 8/22/2011..............Indianapolis.............$150/$225......... 64
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Excel — Using Charts in Charts in Dashboards and Presentations................. 8/22/2011..............Indianapolis.............$150/$225......... 64
FASB Review for Industry: Targeting Recent GAAP Issues................................ 8/22/2011..............Indianapolis.............$303/$453......... 38
Form 990: AICPA’s Answer to Unlocking the Tax Complexities........................ 8/24/2011..............Indianapolis.............$303/$453......... 60
NEW Sales and Use Tax: Guide to Doing It Right................................................. 8/25/2011..............Indianapolis.............$303/$453......... 75
NEW 2010 Health Care Reform Act: Critical Tax and Insurance Ramifications
For You, Your Business and Your Clients (a.m. session)..................................... 8/26/2011..............Indianapolis.............$152/$227......... 68
NEW 2010 Health Care Reform Act: Critical Tax and Insurance Ramifications
For You, Your Business and Your Clients (p.m. session)..................................... 8/26/2011..............Indianapolis.............$152/$227......... 68
IRAs, Roth IRAs, SIMPLEs and SEPs: Contributions, Rollovers, Distributions
and More................................................................................................................ 8/29/2011...............Indianapolis.............$303/$453......... 73
Triple Your Memory and Confidence, and Halve Your Stress............................ 8/29/2011..............Indianapolis.............$299/$449......... 54
Advanced Controller and CFO Skills................................................................... 8/30/2011..............Indianapolis.............$303/$453......... 46
Shaping Up Your Accounting Function: Trimming the Fat and Going Lean..... 9/7/2011.................Indianapolis.............$303/$453......... 43
NEW Guide to What’s New for 2011 Engagements: Audits, Compilations
and Reviews............................................................................................................ 9/7/2011.................Indianapolis.............$305/$449......... 40
Critical Skills for Creating Great Budgets: Maximizing Profits, People and
Power...................................................................................................................... 9/8/2011.................Indianapolis.............$303/$453......... 48
Guide to Fraud and Abuse in Government and Non-profits............................ 9/8/2011.................Indianapolis.............$305/$449......... 60
Lean Accounting and Management: Improving Profitability by
Streamlining Operations....................................................................................... 9/9/2011.................Indianapolis.............$303/$453......... 51
NEW The 2011 Revised Yellow Book: Government Auditing Standards............ 9/9/2011.................Indianapolis.............$303/$453......... 62
Purchasing, Inventory and Cash Disbursements: Common Frauds and
Internal Controls................................................................................................... 9/12/2011...............Indianapolis.............$152/$227......... 42
Revenue and Cash Receipts: Common Frauds and Internal Controls............ 9/12/2011..............Indianapolis.............$152/$227......... 43
Risk Assessment and Audit Sampling: Applying the New Audit Sampling
Guide Requirements............................................................................................. 9/13/2011...............Indianapolis.............$303/$453......... 43
Basis/Distributions for Pass-Through Entities: An IRS Hot Spot..................... 9/16/2011..............Indianapolis.............$303/$453......... 70
Introduction to Business Valuation..................................................................... 9/16/2011..............Indianapolis.............$303/$453......... 51
CPA’s “Four Rs” of Communicating: Talking, Listening, Writing and
Presenting.............................................................................................................. 9/19/2011...............Indianapolis.............$303/$453......... 48
Excel Tips, Tricks and Techniques for CPAs........................................................ 9/19/2011..............Indianapolis.............$299/$449......... 65
Internal Controls for Small Business Accounting Systems............................... 9/20/2011..............Indianapolis.............$299/$449......... 65
NEW Technical Hotline Annual Update: Top 12 Governmental and Nonprofit
Accounting and Auditing Issues........................................................................... 9/20/2011..............Indianapolis.............$303/$453......... 62
NEW Running a Non-Profit Like a For-Profit Business....................................... 9/22/2011..............Indianapolis.............$303/$453......... 61
Tax, Cash and Modified Cash Basis Financial Statements and Other
Alternatives to GAAP (OCBOA)...............................................................................9/22/2011...............Indianapolis..............$299/$449..........44
Auditing Real-World Frauds: A Practical Case Application Approach............. 9/27/2011..............Indianapolis.............$303/$453......... 35
Financial Leadership 2011.................................................................................... 9/27/2011...............Indianapolis.............$299/$449......... 50
AICPA/AHI Staff Training — Semi-Senior........................................................... 9/28-30/2011.........Indianapolis.............$542/$892......... 34
NEW Mastering the Applications of Budgeting While Side Stepping the
Pitfalls........................................................................................................................9/28/2011...............Indianapolis..............$303 /$453.........52
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NEW Now I See Comprehending OMB A-133.................................................... 9/28/2011..............Indianapolis.............$303/$453......... 61
Advanced Critical Tax Issues for Limited Liability Companies and
Partnerships..............................................................................................................9/29/2011...............Indianapolis..............$307/$457..........69
NEW Revenue Recognition: Getting the New Standard Right............................ 9/29/2011..............Indianapolis.............$303/$453......... 43
Advanced Critical Tax Issues for S Corporations................................................ 9/30/2011..............Indianapolis.............$307/$457......... 69
Time Mastery for CPAs: Over 100 Ways to Maximize Your Productivity and
Satisfaction................................................................................................................9/30/2011...............Indianapolis..............$299/$449..........54
Doing Business Valuation Research..................................................................... 10/3/2011..............Indianapolis.............$299/$449......... 63
NEW Review of Recent Tax Cases — Stay on Top of Recent Developments..... 10/3/2011..............Indianapolis.............$299/$449......... 75
NEW Mergers and Acquisitions............................................................................. 10/4/2011..............Indianapolis.............$299/$449......... 74
NEW The Top Ten Fraud Schemes: How to Detect and Prevent Them............. 10/4/2011..............Indianapolis.............$303/$453......... 45
Designing an All-Weather Portfolio for Your Retirement Funds....................... 10/5/2011..............Indianapolis.............$150/$225......... 49
Six Critical Steps to Managing Your Wealth......................................................... 10/5/2011..............Indianapolis.............$150/$225......... 53
Multistate Income Tax: Simplifying the Complexities....................................... 10/6/2011..............Indianapolis.............$303/$453......... 74
Small Business Accounting and Auditing Update.............................................. 10/6/2011..............Indianapolis.............$303/$453......... 44
Fair Value Accounting: A Critical Skill for All CPAs............................................. 10/7/2011..............Indianapolis.............$303/$453......... 37
Plug Your Profit Leaks: Ways to Significantly Save Time and Money ............... 10/7/2011..............Indianapolis.............$303/$453......... 53
Fast and Easy Financial Statement Analysis....................................................... 10/11/2011............Indianapolis.............$299/$449......... 38
Applying A-133 to Nonprofit and Governmental Organizations..................... 10/12/2011............Indianapolis.............$303/$453......... 59
How International Financial Reporting Standards are Changing SOX
Controls.....................................................................................................................10/12/2011.............Indianapolis..............$299/$449..........40
Bank Financing — Working with Banks in a Difficult Economy...................... 10/13/2011............Indianapolis.............$299/$449......... 47
Nonprofit Auditing and Accounting Update...................................................... 10/14/2011............Indianapolis.............$303/$453......... 60
Disclosure — The Key to Financial Statements.................................................. 10/17/2011............Indianapolis.............$299/$449 ........ 37
Outlook for CPAs — Get Organized Today!......................................................... 10/17/2011............Indianapolis.............$299/$449......... 65
NEW What You Need to Do Now in Estate Planning Under the New Tax Law.....10/17/2011............Indianapolis.............$307/$457......... 78
Excel Financial Reporting and Analysis.............................................................. 10/18/2011............Indianapolis.............$299/$449......... 64
NEW New Critical Decisions in Selecting the Best Retirement Plan for Small
Businesses in 2011....................................................................................................10/18/2011.............Indianapolis..............$307/$457..........74
NEW 2011 FASB and AICPA Update....................................................................... 10/18/2011............Indianapolis.............$299/$449......... 31
AICPA’s Annual Update for Controllers............................................................... 10/19/2011............Indianapolis.............$303/$453......... 46
QuickBooks Advanced Features, Tools and Techniques.................................... 10/19/2011............Indianapolis.............$299/$449......... 66
AICPA/AHI Staff Training — Basic....................................................................... 10/19-21/2011.......Indianapolis.............$542/$892......... 33
Financial Modeling — Financial Statement and Cash Flow Forecasting........ 10/20/2011............Indianapolis.............$299/$449......... 50
NEW LLC Practitioner’s Workshop: A Case Studies Approach........................... 10/20/2011............Indianapolis.............$307/$457......... 73
NEW S Corporation Practitioner’s Workshop: A Case Studies Approach.......... 10/21/2011............Indianapolis.............$307/$457......... 75
NEW Strategies and Tactics in the New War Against Higher Individual Taxes.... 10/24/2011............Indianapolis.............$307/$457......... 76
Estate Planning Essentials: Tax Relief for Your Clients’ Estates......................... 10/25/2011............Indianapolis.............$303/$453......... 71
NEW Hot IRS Tax Examination Issues for Individuals and Businesses............. 10/25/2011............Indianapolis.............$307/$457......... 72
Identifying Fraudulent Financial Transactions.................................................. 10/25/2011............Indianapolis.............$303/$453......... 41
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Buying and Selling Businesses: The CPA’s Role.................................................. 10/26/2011............Indianapolis.............$303/$453......... 70
NEW Payroll Taxes, Benefits and 1099 Reporting: Everything You Need to
Know..........................................................................................................................10/26/2011.............Indianapolis..............$303/$453..........74
Advanced Financial Modeling — Valuation, Capital Projects, Acquisitions,
Buyouts and More....................................................................................................10/27/2011.............Indianapolis..............$299/$449..........33
Applying the Risk Assessment Standards Using a Case Study Approach........ 10/27/2011............Indianapolis.............$303/$453......... 35
Financial Distress of S Corporations and Shareholders.................................... 10/27/2011............Indianapolis.............$299/$449......... 72
NEW Fraud Prevention and Detection................................................................. 10/28/2011............Indianapolis.............$150/$225......... 39
Investment and Retirement Strategies for Uncertain Times............................. 10/28/2011............Indianapolis.............$299/$449......... 51
Taxation of Construction Contractors................................................................. 10/28/2011............Indianapolis.............$303/$453......... 77
NEW Access Jumpstart........................................................................................... 10/31/2011............Indianapolis.............$299/$449......... 63
Tax Update for Pass-Through Entities: S Corporations, Partnerships and
LLCs...........................................................................................................................10/31/2011.............Indianapolis..............$303/$453..........76
Advanced Auditing of HUD-Assisted Projects.................................................... 11/2/2011..............Indianapolis.............$303/$453......... 58
Effective and Efficient Senior-Level Review of Tax Returns in Busy Season... 11/2/2011..............Indianapolis.............$307/$457......... 71
NEW PDF Forms — What CPAs Need to Know.................................................... 11/3/2011..............Indianapolis.............$299/$449......... 66
NEW Security Tools — Up Close and Personal.................................................... 11/3/2011..............Indianapolis.............$299/$449......... 67
1040 Tax Season Survival Guide........................................................................... 11/3/2011..............Indianapolis.............$307/$457......... 68
Technology for CPAs — Don’t Get Left Behind................................................... 11/4/2011..............Indianapolis.............$299/$449......... 67
How to Identify, Explain and Present Pertinent Financial Information to
Non-Accountants.....................................................................................................11/7/2011...............Indianapolis..............$299/$449..........51
The Leadership Secrets of Football’s Master Coaches....................................... 11/8/2011..............Indianapolis.............$299/$449......... 54
Vern Hoven’s Federal Tax Update......................................................................... 11/9-10/2011.........Indianapolis.............$455/$680......... 78
Compilation and Review Engagement Essentials.............................................. 11/11/2011............Indianapolis.............$303/$453......... 36
NEW Tools of the Trade: Excel and Access Applications for CPAs in Industry..... 11/11/2011............Indianapolis.............$303/$453......... 67
Corporate Finance Tune Up: Putting the Right Skills in Your Analytical
Toolbox................................................................................................................... 11/14/2011............Indianapolis.............$299/$449......... 37
Determining How Much Money You Need To Retire, and Tax Ideas and
Money Management in Retirement.................................................................... 11/14/2011............Indianapolis.............$307/$457......... 71
Innovative Tax Planning for Small Businesses: Corporations, Partnerships
and LLCs................................................................................................................. 11/14/2011............Indianapolis.............$303/$453......... 73
Common Frauds and Internal Controls for Revenue, Purchasing and Cash
Receipts.................................................................................................................. 11/15/2011............Indianapolis.............$303/$453......... 35
NEW Creating the Best Projections You Can: Insights and Techniques............ 11/15/2011............Indianapolis.............$150/$225......... 48
NEW Ethics in the Real World: Living Values for Today....................................... 11/15/2011............Indianapolis.............$150/$225......... 55
Social Security, Medicare and Prescription Drug Retirement Benefits:
What Every Baby Boomer Needs to Know Now................................................. 11/15/2011............Indianapolis.............$307/$457......... 76
Analyzing Financial Statements, Including Techniques for Cash Flow
Analysis................................................................................................................... 11/16/2011............Indianapolis.............$299/$449......... 34
NEW Non-Profit Financial Management: Critical Competencies, Knowledge
and Tools................................................................................................................. 11/16/2011............Indianapolis.............$299/$449......... 52
Chief Financial Officer: Executive Level Skills for Financial Managers........... 11/17/2011............Indianapolis.............$299/$449......... 47
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Compilation and Review Essentials — Rules for Local Practitioners.............. 11/17/2011............Indianapolis.............$299/$449......... 36
The Best Income Tax, Estate Tax and Financial-Planning Ideas of 2011......... 11/17/2011............Indianapolis.............$307/$457......... 77
NEW Advanced Tips and Tricks of Investment Tax Management to Enhance
Client Wealth Accumulation and Retirement Security...................................... 11/18/2011............Indianapolis.............$307/$457......... 69
Metrics Management: Choose and Use Key Performance Indicators............. 11/18/2011............Indianapolis.............$299/$449......... 52
NEW Guide to 2011 Audits in Times of Massive Financial, Legal, Healthcare
and Regulatory Reform......................................................................................... 11/21/2011............Indianapolis.............$305/$449......... 39
Closely Held Business Taxation: 49 Practical Ways to Cut Taxes....................... 11/21/2011............Indianapolis.............$303/$453......... 70
Guide to 25 Fraud, Malpractice and Stupidity Cases Against CPA Firms in
Compilations, Reviews and Audits...................................................................... 11/22/2011............Indianapolis.............$305/$449......... 39
Internal Control Essentials for Financial Managers, CPAs and Auditors........ 11/22/2011............Indianapolis.............$303/$453......... 51
Accounting and Reporting Practices for Not-for-Profit Organizations........... 11/28/2011............Indianapolis.............$303/$453......... 58
NEW Complete Guide to Preparing Limited Liability Company, Partnership
and S Corporation Federal Income Tax Returns................................................ 11/29/2011............Indianapolis.............$303/$453......... 70
Advanced Update for Compilation, Review and Accounting Services............ 11/30/2011............Indianapolis.............$303/$453......... 33
Construction Contractors: Accounting, Auditing and Tax................................ 11/30/2011............Indianapolis.............$303/$453......... 37
Fiduciary Income Tax Returns — Form 1041 Workshop................................... 12/5/2011..............Indianapolis.............$307/$457......... 72
2011 Guide to Practical Business Law for Engagements................................... 12/5/2011..............Indianapolis.............$305/$449......... 46
Advanced Concepts in Estate Planning.............................................................. 12/6/2011..............Indianapolis.............$307/$457......... 69
NEW AICPA’s Controllership: 25 Critical Lessons from the Trenches................ 12/6/2011..............Indianapolis.............$303/$453......... 47
GAAP Refresher...................................................................................................... 12/7/2011...............Indianapolis.............$299/$449......... 39
Thirty-Plus Practical Tools and Techniques for Making Your Key Financial
Decisions................................................................................................................ 12/7/2011...............Indianapolis.............$303/$453......... 54
Accounts Payable Fraud: Overlooked Schemes and How to Detect and
Prevent Them......................................................................................................... 12/8/2011...............Indianapolis.............$299/$449......... 32
NEW Business Law Refresher: What Every Financial Manager Should Know.... 12/8/2011..............Indianapolis.............$299/$449......... 47
Construction Contractors Advanced Issues....................................................... 12/9/2011..............Indianapolis.............$303/$453......... 36
Excel Macros — Part 1........................................................................................... 12/12/2011............Indianapolis.............$299/$449......... 64
Excel PivotTables for CPAs — Part 1.................................................................... 12/12/2011............Indianapolis.............$299/$449......... 65
Surgent McCoy’s Federal Tax Camp..................................................................... 12/12/2011............Indianapolis.............$307/$457......... 76
NEW Choosing the Best Entity Structure Under the New Tax Law in 2011....... 12/13/2011............Indianapolis.............$307/$457......... 70
Tech Tools for Preventing and Detecting Fraud................................................. 12/13/2011............Indianapolis.............$299/$449......... 44
Tips on How to Review Documentation Effectively.......................................... 12/13/2011............Indianapolis.............$299/$449......... 45
Deceptive Revenue Recognition and Other Accounting Techniques —
Recognizing the Warning Signs............................................................................ 12/14/2011............Indianapolis.............$299/$449......... 37
Handbook for Mastering Basis, Distributions and Loss Limitation Issues for
S Corporations, LLCs and Partnerships.............................................................. 12/14/2011............Indianapolis.............$307/$457......... 72
Paperless Office...................................................................................................... 12/14/2011............Indianapolis.............$299/$449......... 66
Fraud Alert! Prevention and Follow-Up.............................................................. 12/15/2011............Indianapolis.............$299/$449......... 39
Hands on Guide to Understanding and Testing Internal Control.................... 12/15/2011............Indianapolis.............$299/$449......... 40
That’s Not What I Said! — Effective Workplace Communication..................... 12/15/2011............Indianapolis.............$303/$453......... 53
Performance Analysis: Identify Profit Improvement Opportunities................ 12/16/2011............Indianapolis.............$299/$449......... 53
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2011-2012

REGIONAL LISTINGS
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CPA’s Guide to Improving Communication, Listening and Writing Skills....... 12/19/2011............Indianapolis.............$152/$227......... 48
Hottest Tax Planning Developments for 2011.................................................... 12/19/2011............Indianapolis.............$152/$227......... 73
NEW Nonprofit Accounting and Auditing: Practical Hands-on Exercises........ 12/19/2011............Indianapolis.............$152/$227......... 60
Real-World Business Ethics for CPAs in A&A: How Will You React.................. 12/19/2011............Indianapolis.............$152/$227......... 56
S Corporations: Strategies from Formation to Termination............................. 12/19/2011............Indianapolis.............$152/$227......... 75
Statement of Cash Flows: Preparation and Presentation Options................... 12/19/2011............Indianapolis.............$152/$227......... 44
Taking Planning and Budgeting to a Higher Level: Critical Skills to Make
the Trip.................................................................................................................... 12/19/2011............Indianapolis.............$152/$227......... 53
NEW The 2011 Revised Yellow Book for Financial Audits................................... 12/19/2011............Indianapolis.............$152/$227......... 62
Accounting for Deferred Income Taxes............................................................... 12/20/2011............Indianapolis.............$152/$227......... 32
Annual Update for State and Local Governments and Not-For-Profits.......... 12/20/2011............Indianapolis.............$152/$227......... 59
Compilation, Review and Accounting Service Update...................................... 12/20/2011............Indianapolis.............$152/$227......... 36
Controller’s Update: Latest Trends for Today’s Financial Manager.................. 12/20/2011............Indianapolis.............$152/$227......... 48
Innovative Tax Tips for Small Businesses............................................................ 12/20/2011............Indianapolis.............$152/$227......... 73
Preparing Tax Basis Financial Statements: A Private Company GAAP
Alternative.............................................................................................................. 12/20/2011............Indianapolis.............$152/$227......... 42
Real World Business Ethics: A Case Study Approach......................................... 12/20/2011............Indianapolis.............$152/$227......... 56
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs and Other
Partnerships........................................................................................................... 12/20/2011............Indianapolis.............$152/$227......... 76
Accounting and Auditing Update ....................................................................... 12/21/2011............Indianapolis.............$152/$227......... 32
NEW Enhancing the Success of Your Organization with a Winning Culture.... 12/21/2011............Indianapolis.............$152/$227......... 50
Essentials Skills for the Survival and Growth of Your Organization................. 12/21/2011............Indianapolis.............$152/$227......... 50
Financial Fraud, Forensics and the CPA.............................................................. 12/21/2011............Indianapolis.............$152/$227......... 38
Identifying and Communicating Internal Control Deficiencies Under
SAS 115.................................................................................................................... 12/21/2011............Indianapolis.............$152/$227......... 40
Introduction to IFRS: Grasping the Big Picture.................................................. 12/21/2011............Indianapolis.............$152/$227......... 42
Real-World Business Ethics for Tax Practitioners: How Will You React.......... 12/21/2011............Indianapolis.............$152/$227......... 57
NEW 2010 Health Care Reform Act: Critical Tax and Insurance Ramifications
For You, Your Business and Your Clients............................................................. 12/21/2011............Indianapolis.............$152/$227......... 68
Annual Update for CPAs and Auditors................................................................ 12/28/2011............Indianapolis.............$199/$453......... 34
Guide to Controller to CFO: 11 Skills to Make the Trip...................................... 12/28/2011............Indianapolis.............$305/$449......... 51
Preparing C Corporation Tax Returns for New Staff and Para-Professionals..... 12/28/2011............Indianapolis.............$307/$457......... 74
NEW Guide to 15 NEW Frauds for 2011 Engagements....................................... 12/29/2011............Indianapolis.............$305/$449......... 39
Preparing Individual Tax Returns for New Staff and Para-Professionals......... 12/29/2011............Indianapolis.............$307/$457......... 75
Federal Income Tax Update for Estates and Trusts............................................ 1/20/2012..............Indianapolis.............$299/$449......... 72
Jeffersonville
A&A Update............................................................................................................ 6/23/2011...............Jeffersonville.............$99/$225........... 31
Professional Ethics Update................................................................................... 6/23/2011..............Jeffersonville.............$99/$225........... 56
INDIANA CPA SOCIETY
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Kokomo
A&A Update............................................................................................................ 6/13/2011...............Kokomo....................$99/$225........... 31
Professional Ethics Update................................................................................... 6/13/2011..............Kokomo....................$99/$225........... 56
Lafayette
A&A Update............................................................................................................ 6/17/2011...............Lafayette...................$99/$225........... 31
Professional Ethics Update................................................................................... 6/17/2011..............Lafayette...................$99/$225........... 56
Merrillville
CPA’s “Four Rs” of Communicating: Talking, Listening, Writing and
Presenting............................................................................................................... 8/25/2011...............Merrillville................$303/$453......... 48
Common Frauds and Internal Controls for Revenue, Purchasing and Cash
Receipts.................................................................................................................. 9/6/2011.................Merrillville................$303/$453......... 35
Accounting and Reporting Practices for Not-for-Profit Organizations........... 9/14/2011..............Merrillville................$303/$453......... 58
A&A Update............................................................................................................ 9/30/2011...............Merrillville................$99/$225........... 31
Professional Ethics Update................................................................................... 9/30/2011..............Merrillville................$99/$225........... 56
NEW Sales and Use Tax: Guide to Doing It Right................................................. 10/24/2011............Merrillville................$303/$453......... 75
Annual Update for CPAs and Auditors................................................................ 10/28/2011............Merrillville................$199/$453......... 34
NEW Tools of the Trade: Excel and Access Applications for CPAs in Industry.... 11/10/2011............Merrillville................$303/$453......... 67
Chief Financial Officer: Executive Level Skills for Financial Managers........... 11/28/2011............Merrillville................$299/$449......... 47
NEW Business Law Refresher: What Every Financial Manager Should Know.... 12/9/2011..............Merrillville................$299/$449......... 47
Delving into the Top 12 issues for Partnerships, LLCs and S Corps................. 12/19/2011............Merrillville................$303/$453......... 71
Muncie
A&A Update............................................................................................................ 6/13/2011...............Muncie......................$99/$225........... 31
Professional Ethics Update................................................................................... 6/13/2011..............Muncie......................$99/$225........... 56
South Bend
Excel Tips, Tricks and Techniques for CPAs........................................................ 8/11/2011..............South Bend...............$299/$449......... 65
Outlook for CPAs — Get Organized Today!......................................................... 8/12/2011..............South Bend...............$299/$449......... 65
A&A Update............................................................................................................ 8/26/2011...............South Bend...............$99/$225........... 31
Professional Ethics Update................................................................................... 8/26/2011..............South Bend...............$99/$225........... 56
NEW Technical Hotline Annual Update: Top 12 Governmental and
Nonprofit Accounting and Auditing Issues........................................................ 9/19/2011..............South Bend...............$303/$453......... 62
Compilation and Review Engagement Essentials.............................................. 9/23/2011..............South Bend...............$303/$453......... 36
First Time Adoption of International Financial Reporting Standards............. 10/10/2011............South Bend...............$150/$225......... 38
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International Financial Reporting Standards: Stay Current............................. 10/10/2011............South Bend...............$150/$225......... 41
Vern Hoven’s Federal Tax Update......................................................................... 10/17-18/2011.......South Bend...............$455/$680......... 78
AICPA’s Annual Update for Controllers............................................................... 10/20/2011............South Bend ..............$303/$453......... 46
NEW Strategies and Tactics in the New War Against Higher Individual Taxes.... 11/1/2011..............South Bend ..............$307/$457......... 76
NEW Hot IRS Tax Examination Issues for Individuals and Businesses............. 11/2/2011..............South Bend ..............$307/$457......... 72
The Leadership Secrets of Football’s Master Coaches....................................... 11/9/2011..............South Bend...............$299/$449......... 54
Annual Update for CPAs and Auditors................................................................ 11/21/2011............South Bend...............$199/$453......... 34
NEW Complete Guide to Preparing Limited Liability Company, Partnership
and S Corporation Federal Income Tax Returns................................................ 11/28/2011............South Bend...............$303/$453......... 70
NEW The Complete Guide to Employment Issues — Reducing the
Employer’s Risk...................................................................................................... 12/1/2011...............South Bend ..............$307/$457......... 77
Fraud: Catching the Crooks Who Cook the Books............................................. 12/2/2011..............South Bend ..............$307/$457......... 72
Only Financial Officer: Skills for Smaller Company Financial Managers........ 12/19/2011............South Bend...............$299/$449......... 52
Metrics Management: Choose and Use Key Performance Indicators............. 12/20/2011............South Bend...............$299/$449......... 52
Ethics in Turbulent Times: How the World is Changing for Financial
Managers................................................................................................................ 12/21/2011............South Bend...............$150/$225......... 55
Financial Leadership: How to Create and Deliver Value................................... 12/21/2011............South Bend...............$150/$225......... 50
Terre Haute
A&A Update............................................................................................................ 6/7/2011.................Terre Haute...............$99/$225........... 31
Professional Ethics Update................................................................................... 6/7/2011.................Terre Haute...............$99/$225........... 56
Compilation, Review and Accounting Service Update...................................... 8/19/2011..............Terre Haute...............$152/$227......... 36
NEW 2010 Health Care Reform Act: Critical Tax and Insurance Ramifications
For You, Your Business and Your Clients............................................................. 8/19/2011..............Terre Haute...............$152/$227......... 68
Small Business Accounting and Auditing Update.............................................. 10/11/2011............Terre Haute...............$303/$453......... 44
Annual Update for CPAs and Auditors................................................................ 11/29/2011............Terre Haute...............$199/$453......... 34
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May
Business Communications Skills for Leaders/Managing Others..................... 5/17/2011..............Indianapolis.............$150/$225......... 47
Employee Engagement......................................................................................... 5/17/2011...............Indianapolis.............$150/$225......... 49
Annual Update for State and Local Governments and Not-For-Profits.......... 5/24/2011..............Indianapolis.............$152/$227......... 59
Decision-Making Tips, Tools and Techniques for Today’s Financial
Environment.......................................................................................................... 5/24/2011...............Indianapolis.............$152/$227......... 49
New FASB Developments for Business and Industry........................................ 5/24/2011..............Indianapolis.............$152/$227......... 42
NEW Nonprofit Accounting and Auditing: Practical Hands-on Exercises........ 5/24/2011..............Indianapolis.............$152/$227......... 60
Real-World Business Ethics for CPAs in Business and Industry:
How Will You React............................................................................................... 5/24/2011...............Indianapolis.............$152/$227......... 57
Taking Planning and Budgeting to a Higher Level: Critical Skills to Make
the Trip.................................................................................................................... 5/24/2011...............Indianapolis.............$152/$227......... 53
Cash and Tax Basis Financial Statements — Alternatives to GAAP and
Reporting Requirements....................................................................................... 5/25/2011...............Indianapolis.............$152/$227......... 35
Controller’s Update: Latest Trends for Today’s Financial Manager.................. 5/25/2011..............Indianapolis.............$152/$227......... 48
Doing More with Less: Lean Accounting and Management............................. 5/25/2011..............Indianapolis.............$152/$227......... 49
Forensic Accounting: Uncovering Schemes and Scams.................................... 5/25/2011..............Indianapolis.............$152/$227......... 38
Frequent Frauds Found in Not-for-Profits.......................................................... 5/25/2011..............Indianapolis.............$152/$227......... 60
NEW The 2011 Revised Yellow Book for Financial Audits................................... 5/25/2011..............Indianapolis.............$152/$227......... 62
June
Audits of 403(b) Plans: A Challenging New Audit Area...................................... 6/1/2011.................Indianapolis.............$303/$453......... 59
A&A Update............................................................................................................ 6/7/2011.................Terre Haute...............$99/$225........... 31
Audits of HUD-Assisted Projects......................................................................... 6/7/2011.................Indianapolis.............$303/$453......... 59
Professional Ethics Update................................................................................... 6/7/2011.................Terre Haute...............$99/$225........... 56
Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans)..... 6/8/2011.................Indianapolis.............$299/$449......... 35
Current Practice Issues and Solutions in Audits of Employee Benefit Plans..... 6/9/2011.................Indianapolis.............$299/$449......... 49
A&A Update............................................................................................................ 6/10/2011...............Evansville..................$99/$225........... 31
Professional Ethics Update................................................................................... 6/10/2011..............Evansville..................$99/$225........... 56
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A&A Update............................................................................................................ 6/13/2011...............Kokomo....................$99/$225........... 31
A&A Update............................................................................................................ 6/13/2011...............Muncie......................$99/$225........... 31
NEW Accounting and Auditing Considerations for 403(b) Plans....................... 6/13/2011..............Indianapolis.............$150/$225......... 32
Case Studies in Complex Not-for-Profit Accounting, Disclosure and
Auditing Issues....................................................................................................... 6/13/2011...............Indianapolis.............$150/$225......... 59
Professional Ethics Update................................................................................... 6/13/2011..............Kokomo....................$99/$225........... 56
Professional Ethics Update................................................................................... 6/13/2011..............Muncie......................$99/$225........... 56
The Loscalzo’s Answer to Frequently Asked Questions in Accounting and
Auditing.................................................................................................................. 6/14/2011...............Indianapolis.............$299/$449......... 44
A&A Update............................................................................................................ 6/15/2011...............Indianapolis.............$99/$225........... 31
Professional Ethics Update................................................................................... 6/15/2011..............Indianapolis.............$99/$225........... 56
A&A Update............................................................................................................ 6/17/2011...............Lafayette...................$99/$225........... 31
Professional Ethics Update................................................................................... 6/17/2011..............Lafayette...................$99/$225........... 56
A&A Update............................................................................................................ 6/21/2011...............Bloomington............$99/$225........... 31
Professional Ethics Update................................................................................... 6/21/2011..............Bloomington............$99/$225........... 56
A&A Update............................................................................................................ 6/23/2011...............Jeffersonville.............$99/$225........... 31
Professional Ethics Update................................................................................... 6/23/2011..............Jeffersonville.............$99/$225........... 56
Step by Step Guide to Compliance Auditing — A Gateway to Efficiency........ 6/29/2011..............Indianapolis.............$299/$449......... 61
Not-for-Profit Industry Update and Major Accounting and Disclosure
Issues....................................................................................................................... 6/30/2011...............Indianapolis.............$299/$449......... 61
July
Introduction to Information Security for CPAs.................................................. 7/14/2011..............Indianapolis.............$299/$449......... 42
Farm Taxation: Planning Opportunities and Pitfalls......................................... 7/19/2011..............Indianapolis.............$299/$449......... 71
August
AICPA/AHI Staff Training — Supervisory............................................................ 8/3-5/2011.............Indianapolis.............$542/$892......... 34
International Versus U.S. Accounting: What in the World is the Difference..... 8/9/2011.................Indianapolis.............$303/$453......... 41
NEW Outlook, Word, Excel and Adobe Tips, Tricks and Techniques................. 8/10/2011..............Indianapolis.............$299/$449......... 66
AICPA/AHI Staff Training — Beginning In-Charge............................................ 8/10-12/2011.........Indianapolis.............$542/$892......... 33
Compilation, Review and Accounting Service Update...................................... 8/11/2011..............Fort Wayne................$152/$227......... 36
NEW CPA Technology Boot Camp: Key Trends and Strategies Every CPA
Should Know and Understand............................................................................. 8/11/2011..............Indianapolis.............$299/$449......... 63
Excel Tips, Tricks and Techniques for CPAs........................................................ 8/11/2011..............South Bend...............$299/$449......... 65
NEW 2010 Health Care Reform Act: Critical Tax and Insurance Ramifications
For You, Your Business and Your Clients............................................................. 8/11/2011..............Fort Wayne................$152/$227......... 68
Outlook for CPAs — Get Organized Today!......................................................... 8/12/2011..............South Bend...............$299/$449......... 65
A&A Update............................................................................................................ 8/15/2011...............Fort Wayne................$99/$225........... 31
Professional Ethics Update................................................................................... 8/15/2011..............Fort Wayne................$99/$225........... 56
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Advanced Update for Compilation, Review and Accounting Services............ 8/16/2011..............Evansville..................$303/$453......... 33
Negotiating Skills for Finance Professionals: Get What you Want When
You Want It.............................................................................................................. 8/16/2011...............Indianapolis.............$303/$453......... 52
How to Conduct a Review Under the AICPA Practice-Monitoring Program..... 8/16-17/2011.........Indianapolis.............$463/$688......... 40
IFRS Update and Review of Complex Topics...................................................... 8/17/2011..............Fort Wayne................$303/$453......... 41
AICPA Advanced Course: Overview of the AICPA Peer Review Program
Standards................................................................................................................ 8/18/2011...............Indianapolis.............$303/$453......... 33
IFRS Update and Review of Complex Topics...................................................... 8/18/2011..............Indianapolis.............$303/$453......... 41
Compilation, Review and Accounting Service Update...................................... 8/19/2011..............Terre Haute...............$152/$227......... 36
Not-for-Profit Accounting and Reporting: From Start to Finish....................... 8/19/2011..............Indianapolis.............$303/$453......... 61
NEW 2010 Health Care Reform Act: Critical Tax and Insurance Ramifications
For You, Your Business and Your Clients............................................................. 8/19/2011..............Terre Haute...............$152/$227......... 68
Effective Business Presentations with PowerPoint............................................ 8/22/2011..............Indianapolis.............$150/$225......... 64
Excel — Using Charts in Dashboards and Presentations.................................. 8/22/2011..............Indianapolis.............$150/$225......... 64
FASB Review for Industry: Targeting Recent GAAP Issues................................ 8/22/2011..............Indianapolis.............$303/$453......... 38
Form 990: AICPA’s Answer to Unlocking the Tax Complexities........................ 8/24/2011..............Indianapolis.............$303/$453......... 60
CPA’s “Four Rs” of Communicating: Talking, Listening, Writing and
Presenting............................................................................................................... 8/25/2011...............Merrillville................$303/$453......... 48
NEW Sales and Use Tax: Guide to Doing It Right................................................. 8/25/2011..............Indianapolis.............$303/$453......... 75
A&A Update............................................................................................................ 8/26/2011...............South Bend...............$99/$225........... 31
Professional Ethics Update................................................................................... 8/26/2011..............South Bend...............$99/$225........... 56
NEW 2010 Health Care Reform Act: Critical Tax and Insurance Ramifications
For You, Your Business and Your Clients (a.m. session)..................................... 8/26/2011..............Indianapolis.............$152/$227......... 68
NEW 2010 Health Care Reform Act: Critical Tax and Insurance Ramifications
For You, Your Business and Your Clients (p.m. session)..................................... 8/26/2011..............Indianapolis.............$152/$227......... 68
Advanced Controller and CFO Skills................................................................... 8/29/2011..............Fort Wayne................$303/$453......... 46
IRAs, Roth IRAs, SIMPLEs and SEPs: Contributions, Rollovers, Distributions
and More................................................................................................................ 8/29/2011...............Indianapolis.............$303/$453......... 73
Triple Your Memory and Confidence, and Halve Your Stress............................ 8/29/2011..............Indianapolis.............$299/$449......... 54
Advanced Controller and CFO Skills................................................................... 8/30/2011..............Indianapolis.............$303/$453......... 46
September
Common Frauds and Internal Controls for Revenue, Purchasing and Cash
Receipts.................................................................................................................. 9/6/2011.................Merrillville................$303/$453......... 35
Shaping Up Your Accounting Function: Trimming the Fat and Going Lean..... 9/7/2011.................Indianapolis.............$303/$453......... 43
NEW Guide to What’s New for 2011 Engagements: Audits, Compilations and
Reviews................................................................................................................... 9/7/2011.................Indianapolis.............$305/$449......... 40
Critical Skills for Creating Great Budgets: Maximizing Profits, People and
Power...................................................................................................................... 9/8/2011.................Indianapolis.............$303/$453......... 48
Guide to Fraud and Abuse in Government and Non-profits............................ 9/8/2011.................Indianapolis.............$305/$449......... 60
Basis/Distributions for Pass-Through Entities: An IRS Hot Spot..................... 9/9/2011.................Fort Wayne................$303/$453......... 70
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Lean Accounting and Management: Improving Profitability by
Streamlining Operations....................................................................................... 9/9/2011.................Indianapolis.............$303/$453......... 51
NEW The 2011 Revised Yellow Book: Government Auditing Standards............ 9/9/2011.................Indianapolis.............$303/$453......... 62
Purchasing, Inventory and Cash Disbursements:
Common Frauds and Internal Controls.............................................................. 9/12/2011..............Indianapolis.............$152/$227......... 42
Revenue and Cash Receipts: Common Frauds and Internal Controls............ 9/12/2011..............Indianapolis.............$152/$227......... 43
Risk Assessment and Audit Sampling: Applying the New Audit Sampling
Guide Requirements............................................................................................. 9/13/2011...............Indianapolis.............$303/$453......... 43
NEW Running a Non-Profit Like a For-Profit Business....................................... 9/13/2011..............Fort Wayne................$303/$453......... 61
Accounting and Reporting Practices for Not-for-Profit Organizations........... 9/14/2011..............Merrillville................$303/$453......... 58
A&A Update............................................................................................................ 9/16/2011...............Batesville...................$99/$225........... 31
Basis/Distributions for Pass-Through Entities: An IRS Hot Spot..................... 9/16/2011..............Indianapolis.............$303/$453......... 70
Fair Value Accounting: A Critical Skill for All CPAs............................................. 9/16/2011..............Evansville..................$303/$453......... 37
Introduction to Business Valuation..................................................................... 9/16/2011..............Indianapolis.............$303/$453......... 51
Professional Ethics Update................................................................................... 9/16/2011..............Batesville...................$99/$225........... 56
CPA’s “Four Rs” of Communicating: Talking, Listening, Writing and
Presenting............................................................................................................... 9/19/2011...............Indianapolis.............$303/$453......... 48
Excel Tips, Tricks and Techniques for CPAs........................................................ 9/19/2011..............Indianapolis.............$299/$449......... 65
NEW Technical Hotline Annual Update: Top 12 Governmental and Nonprofit
Accounting and Auditing Issues.......................................................................... 9/19/2011..............South Bend...............$303/$453......... 62
Identifying Fraudulent Financial Transactions.................................................. 9/20/2011..............Evansville..................$303/$453......... 41
Internal Controls for Small Business Accounting Systems............................... 9/20/2011..............Indianapolis.............$299/$449......... 65
NEW Technical Hotline Annual Update: Top 12 Governmental and Nonprofit
Accounting and Auditing Issues.......................................................................... 9/20/2011..............Indianapolis.............$303/$453......... 62
NEW Running a Non-Profit Like a For-Profit Business....................................... 9/22/2011..............Indianapolis.............$303/$453......... 61
Tax, Cash and Modified Cash Basis Financial Statements and Other
Alternatives to GAAP (OCBOA)............................................................................ 9/22/2011..............Indianapolis.............$299/$449......... 44
Compilation and Review Engagement Essentials.............................................. 9/23/2011..............South Bend...............$303/$453......... 36
The CPA’s Role in Buying or Selling a Business................................................... 9/26/2011..............Fort Wayne................$152/$227......... 77
Hottest Tax Planning Developments for 2011.................................................... 9/26/2011..............Fort Wayne................$152/$227......... 73
Auditing Real-World Frauds: A Practical Case Application Approach............. 9/27/2011..............Indianapolis.............$303/$453......... 35
Financial Leadership 2011.................................................................................... 9/27/2011...............Indianapolis.............$299/$449......... 50
NEW 49 Tax-Cutting Moves for Individuals.......................................................... 9/27/2011..............Fort Wayne................$303/$453......... 69
NEW Mastering the Applications of Budgeting While Side Stepping the
Pitfalls..................................................................................................................... 9/28/2011...............Indianapolis.............$303/$453......... 52
NEW Now I See Comprehending OMB A-133.................................................... 9/28/2011..............Indianapolis.............$303/$453......... 61
AICPA/AHI Staff Training — Semi-Senior........................................................... 9/28-30/2011.........Indianapolis.............$542/$892......... 34
Advanced Critical Tax Issues for Limited Liability Companies and
Partnerships.........................................................................................................9/29/2011..............Indianapolis............. $307/$457.........69
NEW Revenue Recognition: Getting the New Standard Right............................ 9/29/2011..............Indianapolis.............$303/$453......... 43
A&A Update............................................................................................................ 9/30/2011...............Merrillville................$99/$225........... 31
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Advanced Critical Tax Issues for S Corporations................................................ 9/30/2011..............Indianapolis.............$307/$457......... 69
Professional Ethics Update................................................................................... 9/30/2011..............Merrillville................$99/$225........... 56
Time Mastery for CPAs: Over 100 Ways to Maximize Your Productivity and
Satisfaction...........................................................................................................9/30/2011..............Indianapolis............. $299/$449.........54
October
Doing Business Valuation Research..................................................................... 10/3/2011..............Indianapolis.............$299/$449......... 63
NEW Review of Recent Tax Cases — Stay on Top of Recent Developments..... 10/3/2011..............Indianapolis.............$299/$449......... 75
NEW The Top Ten Fraud Schemes: How to Detect and Prevent Them............. 10/3/2011..............Fort Wayne................$303/$453......... 45
NEW Mergers and Acquisitions............................................................................. 10/4/2011..............Indianapolis.............$299/$449......... 74
NEW The Top Ten Fraud Schemes: How to Detect and Prevent Them............. 10/4/2011..............Indianapolis.............$303 /$453........ 45
Designing an All-Weather Portfolio for Your Retirement Funds....................... 10/5/2011..............Indianapolis.............$150/$225......... 49
Six Critical Steps to Managing Your Wealth......................................................... 10/5/2011..............Indianapolis.............$150/$225......... 53
Multistate Income Tax: Simplifying the Complexities....................................... 10/6/2011..............Indianapolis.............$303/$453......... 74
Small Business Accounting and Auditing Update.............................................. 10/6/2011..............Indianapolis.............$303/$453......... 43
Fair Value Accounting: A Critical Skill for All CPAs............................................. 10/7/2011..............Indianapolis.............$303/$453......... 37
Plug Your Profit Leaks: Ways to Significantly Save Time and Money ............... 10/7/2011..............Indianapolis.............$303/$453......... 53
First Time Adoption of International Financial Reporting Standards............. 10/10/2011............South Bend...............$150/$225......... 38
International Financial Reporting Standards: Stay Current............................. 10/10/2011............South Bend...............$150/$225......... 41
Fast and Easy Financial Statement Analysis....................................................... 10/11/2011............Indianapolis.............$299/$449......... 38
Small Business Accounting and Auditing Update.............................................. 10/11/2011............Terre Haute...............$303/$453......... 43
Applying A-133 to Nonprofit and Governmental Organizations..................... 10/12/2011............Indianapolis.............$303/$453......... 59
How International Financial Reporting Standards are Changing SOX
Controls................................................................................................................10/12/2011............Indianapolis............. $299/$449.........40
Bank Financing — Working with Banks in a Difficult Economy...................... 10/13/2011............Indianapolis.............$299/$449......... 47
Nonprofit Auditing and Accounting Update...................................................... 10/14/2011............Indianapolis.............$303/$453......... 60
Disclosure — The Key to Financial Statements.................................................. 10/17/2011............Indianapolis.............$299/$449......... 37
Outlook for CPAs — Get Organized Today!......................................................... 10/17/2011............Indianapolis.............$299/$449......... 65
NEW What You Need to Do Now in Estate Planning Under the New Tax Law.... 10/17/2011............Indianapolis.............$307/$457......... 78
Vern Hoven’s Federal Tax Update......................................................................... 10/17-18/2011.......South Bend...............$455/$680......... 78
Excel Financial Reporting and Analysis.............................................................. 10/18/2011............Indianapolis.............$299/$449......... 64
FASB Review for Industry: Targeting Recent GAAP Issues................................ 10/18/2011............Evansville..................$303/$453......... 38
NEW New Critical Decisions in Selecting the Best Retirement Plan for Small
Businesses in 2011...............................................................................................10/18/2011............Indianapolis............. $307/$457.........74
NEW 2011 FASB and AICPA Update...................................................................... 10/18/2011............Indianapolis.............$299/$449......... 31
AICPA’s Annual Update for Controllers............................................................... 10/19/2011............Indianapolis.............$303/$453......... 46
QuickBooks Advanced Features, Tools and Techniques.................................... 10/19/2011............Indianapolis.............$299/$449......... 66
NEW What You Need to Do Now in Estate Planning Under the New Tax Law.... 10/19/2011............Fort Wayne................$307/$457......... 78
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Vern Hoven’s Federal Tax Update......................................................................... 10/19-20/2011.......Evansville..................$455/$680......... 78
AICPA/AHI Staff Training — Basic....................................................................... 10/19-21/2011.......Indianapolis.............$542/$892......... 33
AICPA’s Annual Update for Controllers............................................................... 10/20/2011............South Bend ..............$303/$453......... 46
Financial Modeling — Financial Statement and Cash Flow Forecasting........ 10/20/2011............Indianapolis.............$299/$449......... 50
NEW LLC Practitioner’s Workshop: A Case Studies Approach........................... 10/20/2011............Indianapolis.............$307/$457......... 73
Social Security, Medicare and Prescription Drug Retirement Benefits:
What Every Baby Boomer Needs to Know Now................................................10/20/2011............Fort Wayne............... $307/$457.........76
NEW S Corporation Practitioner’s Workshop: A Case Studies Approach.......... 10/21/2011............Indianapolis.............$307/$457......... 75
NEW Sales and Use Tax: Guide to Doing It Right................................................. 10/24/2011............Merrillville................$303/$453......... 75
NEW Strategies and Tactics in the New War Against Higher Individual Taxes
...............................................................................................................................10/24/2011............Indianapolis............. $307/$457.........76
Estate Planning Essentials: Tax Relief for Your Clients’ Estates......................... 10/25/2011............Indianapolis.............$303/$453......... 71
NEW Hot IRS Tax Examination Issues for Individuals and Businesses............. 10/25/2011............Indianapolis.............$307/$457......... 72
Identifying Fraudulent Financial Transactions.................................................. 10/25/2011............Indianapolis.............$303/$453......... 41
Buying and Selling Businesses: The CPA’s Role.................................................. 10/26/2011............Indianapolis.............$303/$453......... 70
NEW Payroll Taxes, Benefits and 1099 Reporting: Everything You Need to
Know.....................................................................................................................10/26/2011............Indianapolis............. $303/$453.........74
Advanced Financial Modeling — Valuation, Capital Projects, Acquisitions,
Buyouts and More................................................................................................10/27/2011............Indianapolis............. $299/$449.........33
Applying the Risk Assessment Standards Using a Case Study Approach........ 10/27/2011............Indianapolis.............$303/$453......... 35
Financial Distress of S Corporations and Shareholders.................................... 10/27/2011............Indianapolis.............$299/$449......... 72
Annual Update for CPAs and Auditors................................................................ 10/28/2011............Merrillville................$199/$453......... 34
NEW Fraud Prevention and Detection ................................................................. 10/28/2011............Indianapolis.............$150/$225......... 39
Investment and Retirement Strategies for Uncertain Times............................. 10/28/2011............Indianapolis.............$299/$449......... 51
Taxation of Construction Contractors................................................................. 10/28/2011............Indianapolis.............$303/$453......... 77
NEW Access Jumpstart........................................................................................... 10/31/2011............Indianapolis.............$299/$449......... 63
Tax Update for Pass-Through Entities: S Corporations, Partnerships and
LLCs......................................................................................................................... 10/31/2011............Indianapolis.............$303/$453......... 76
November
NEW Strategies and Tactics in the New War Against Higher Individual Taxes.... 11/1/2011..............South Bend...............$307/$457......... 76
Advanced Auditing of HUD-Assisted Projects.................................................... 11/2/2011..............Indianapolis.............$303/$453......... 58
Effective and Efficient Senior-Level Review of Tax Returns in Busy Season... 11/2/2011..............Indianapolis.............$307/$457......... 71
NEW Hot IRS Tax Examination Issues for Individuals and Businesses............. 11/2/2011..............South Bend ..............$307/$457......... 72
NEW PDF Forms — What CPAs Need to Know.................................................... 11/3/2011..............Indianapolis.............$299/$449......... 66
NEW Security Tools — Up Close and Personal.................................................... 11/3/2011..............Indianapolis.............$299/$449......... 67
1040 Tax Season Survival Guide........................................................................... 11/3/2011..............Indianapolis.............$307/$457......... 68
Technology for CPAs — Don’t Get Left Behind................................................... 11/4/2011..............Indianapolis.............$299/$449......... 67
Buying and Selling Businesses: The CPA’s Role.................................................. 11/7/2011..............Evansville..................$303/$453......... 70
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CHRONOLOGICAL LISTINGS
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How to Identify, Explain and Present Pertinent Financial Information to
Non-Accountants.................................................................................................. 11/7/2011...............Indianapolis.............$299/$449......... 51
Vern Hoven’s Federal Tax Update......................................................................... 11/7-8/2011...........Fort Wayne................$455/$680......... 78
The Leadership Secrets of Football’s Master Coaches....................................... 11/8/2011..............Indianapolis.............$299/$449......... 54
NEW 49 Tax-Cutting Moves for Individuals.......................................................... 11/8/2011..............Evansville..................$303/$453......... 69
The Leadership Secrets of Football’s Master Coaches....................................... 11/9/2011..............South Bend...............$299/$449......... 54
Vern Hoven’s Federal Tax Update......................................................................... 11/9-10/2011.........Indianapolis.............$455/$680......... 78
NEW Tools of the Trade: Excel and Access Applications for CPAs in Industry..... 11/10/2011............Merrillville................$303/$453......... 67
Compilation and Review Engagement Essentials.............................................. 11/11/2011............Indianapolis.............$303/$453......... 36
NEW Tools of the Trade: Excel and Access Applications for CPAs in Industry.....11/11/2011............Indianapolis.............$303/$453......... 67
Corporate Finance Tune Up: Putting the Right Skills in Your Analytical
Toolbox................................................................................................................... 11/14/2011............Indianapolis.............$299/$449......... 37
Determining How Much Money You Need To Retire, and Tax Ideas and
Money Management in Retirement.................................................................... 11/14/2011............Indianapolis.............$307/$457......... 71
Innovative Tax Planning for Small Businesses: Corporations, Partnerships
and LLCs................................................................................................................. 11/14/2011............Indianapolis.............$303/$453......... 73
Annual Update for CPAs and Auditors................................................................ 11/15/2011............Evansville..................$199/$453......... 34
Common Frauds and Internal Controls for Revenue, Purchasing and Cash
Receipts.................................................................................................................. 11/15/2011............Indianapolis.............$303/$453......... 35
NEW Creating the Best Projections You Can: Insights and Techniques............ 11/15/2011............Indianapolis.............$150/$225......... 48
NEW Ethics in the Real World: Living Values for Today....................................... 11/15/2011............Indianapolis.............$150/$225......... 55
Social Security, Medicare and Prescription Drug Retirement Benefits:
What Every Baby Boomer Needs to Know Now................................................. 11/15/2011............Indianapolis.............$307/$457......... 76
Analyzing Financial Statements, Including Techniques for Cash Flow
Analysis................................................................................................................... 11/16/2011............Indianapolis.............$299/$449......... 34
NEW Non-Profit Financial Management: Critical Competencies, Knowledge
and Tools................................................................................................................. 11/16/2011............Indianapolis.............$299/$449......... 52
The Best Income Tax, Estate Tax and Financial-Planning Ideas of 2011......... 11/17/2011............Indianapolis.............$307/$457......... 77
Chief Financial Officer: Executive Level Skills for Financial Managers........... 11/17/2011............Indianapolis.............$299/$449......... 47
Compilation and Review Essentials — Rules for Local Practitioners.............. 11/17/2011............Indianapolis.............$299/$449......... 36
Fraud Alert! Prevention and Follow-Up.............................................................. 11/17/2011............Evansville..................$299/$449......... 39
NEW Advanced Tips and Tricks of Investment Tax Management to Enhance
Client Wealth Accumulation and Retirement Security...................................... 11/18/2011............Indianapolis.............$307/$457......... 69
NEW Ethics in the Real World: Living Values for Today....................................... 11/18/2011............Evansville..................$150/$225......... 55
Metrics Management: Choose and Use Key Performance Indicators............. 11/18/2011............Indianapolis.............$299/$449......... 52
Quick Close Workshop: Could You; Should You, Close in One Day................ 11/18/2011............Evansville..................$150/$225......... 43
Annual Update for CPAs and Auditors................................................................ 11/21/2011............South Bend...............$199/$453......... 34
Closely Held Business Taxation: 49 Practical Ways to Cut Taxes....................... 11/21/2011............Indianapolis.............$303/$453......... 70
NEW Guide to 2011 Audits in Times of Massive Financial, Legal, Healthcare
and Regulatory Reform......................................................................................... 11/21/2011............Indianapolis.............$305/$449......... 39
Guide to 25 Fraud, Malpractice and Stupidity Cases Against CPA Firms in
Compilations, Reviews and Audits...................................................................... 11/22/2011............Indianapolis.............$305/$449......... 39
26 2011-2012

CHRONOLOGICAL LISTINGS
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Internal Control Essentials for Financial Managers, CPAs and Auditors........ 11/22/2011............Indianapolis.............$303/$453......... 51
NEW Revenue Recognition: Getting the New Standard Right............................ 11/22/2011............Fort Wayne................$303/$453......... 43
Accounting and Reporting Practices for Not-for-Profit Organizations........... 11/28/2011............Indianapolis.............$303/$453......... 58
Chief Financial Officer: Executive Level Skills for Financial Managers........... 11/28/2011............Merrillville................$299/$449......... 47
NEW Complete Guide to Preparing Limited Liability Company, Partnership
and S Corporation Federal Income Tax Returns................................................ 11/28/2011............South Bend...............$303/$453......... 70
Annual Update for CPAs and Auditors................................................................ 11/29/2011............Terre Haute...............$199/$453......... 34
Cases in Corporate Ethics: Discussion of Real Life Conflicts............................ 11/29/2011............Fort Wayne................$150/$225......... 55
NEW Complete Guide to Preparing Limited Liability Company, Partnership
and S Corporation Federal Income Tax Returns................................................ 11/29/2011............Indianapolis.............$303/$453......... 70
Quick Close Workshop: Could You; Should You, Close in One Day................ 11/29/2011............Fort Wayne................$150/$225......... 43
Advanced Update for Compilation, Review and Accounting Services............ 11/30/2011............Indianapolis.............$303/$453......... 33
Annual Update for CPAs and Auditors................................................................ 11/30/2011............Fort Wayne ...............$199/$453......... 34
Construction Contractors: Accounting, Auditing and Tax................................ 11/30/2011............Indianapolis.............$303/$453......... 37
December
NEW The Complete Guide to Employment Issues — Reducing the
Employer’s Risk...................................................................................................... 12/1/2011...............South Bend ..............$307/$457......... 77
Fraud: Catching the Crooks Who Cook the Books............................................. 12/2/2011..............South Bend ..............$307/$457......... 72
Fiduciary Income Tax Returns — Form 1041 Workshop................................... 12/5/2011..............Indianapolis.............$307/$457......... 72
2011 Guide to Practical Business Law for Engagements................................... 12/5/2011..............Indianapolis.............$305/$449......... 46
Advanced Concepts in Estate Planning.............................................................. 12/6/2011..............Indianapolis.............$307/$457......... 69
NEW AICPA’s Controllership: 25 Critical Lessons from the Trenches................ 12/6/2011..............Indianapolis.............$303/$453......... 47
GAAP Refresher...................................................................................................... 12/7/2011...............Indianapolis.............$299/$449......... 39
Estate Planning Essentials: Tax Relief for Your Clients’ Estates......................... 12/7/2011..............Evansville..................$303/$453......... 71
Thirty-Plus Practical Tools and Techniques for Making Your Key Financial
Decisions................................................................................................................ 12/7/2011...............Indianapolis.............$303/$453......... 54
Accounts Payable Fraud: Overlooked Schemes and How to Detect and
Prevent Them......................................................................................................... 12/8/2011...............Indianapolis.............$299/$449......... 32
NEW Business Law Refresher: What Every Financial Manager Should Know.... 12/8/2011..............Indianapolis.............$299/$449......... 47
Corporate Finance Tune Up: Putting the Right Skills in Your Analytical
Toolbox................................................................................................................... 12/8/2011...............Fort Wayne................$299/$449......... 37
NEW Business Law Refresher: What Every Financial Manager Should Know.... 12/9/2011..............Merrillville................$299/$449......... 47
Construction Contractors Advanced Issues....................................................... 12/9/2011..............Indianapolis.............$303/$453......... 36
Only Financial Officer: Skills for Smaller Company Financial Managers........ 12/9/2011..............Fort Wayne................$299/$449......... 52
Excel Macros — Part 1........................................................................................... 12/12/2011............Indianapolis.............$299/$449......... 64
Excel PivotTables for CPAs — Part 1.................................................................... 12/12/2011............Indianapolis.............$299/$449......... 65
Surgent McCoy’s Federal Tax Camp..................................................................... 12/12/2011............Indianapolis.............$307/$457......... 76
NEW Choosing the Best Entity Structure Under the New Tax Law in 2011....... 12/13/2011............Indianapolis.............$307/$457......... 70
Tech Tools for Preventing and Detecting Fraud................................................. 12/13/2011............Indianapolis.............$299/$449......... 44
INDIANA CPA SOCIETY
27

CHRONOLOGICAL LISTINGS
TITle daTe ciTY MEM./ NON. PAGE
Tips on How to Review Documentation Effectively.......................................... 12/13/2011............Indianapolis.............$299/$449......... 45
Deceptive Revenue Recognition and Other Accounting Techniques —
Recognizing the Warning Signs............................................................................ 12/14/2011............Indianapolis.............$299/$449......... 37
Handbook for Mastering Basis, Distributions and Loss Limitation Issues for
S Corporations, LLCs and Partnerships.............................................................. 12/14/2011............Indianapolis.............$307/$457......... 72
Paperless Office...................................................................................................... 12/14/2011............Indianapolis.............$299/$449......... 66
That’s Not What I Said! — Effective Workplace Communication..................... 12/14/2011............Fort Wayne................$303/$453......... 53
Fraud Alert! Prevention and Follow-Up.............................................................. 12/15/2011............Indianapolis.............$299/$449......... 39
Handbook for Mastering Basis, Distributions and Loss Limitation Issues for
S Corporations, LLCs and Partnerships.............................................................. 12/15/2011............Fort Wayne................$307/$457......... 72
Hands on Guide to Understanding and Testing Internal Control.................... 12/15/2011............Indianapolis.............$299/$449......... 40
That’s Not What I Said! — Effective Workplace Communication..................... 12/15/2011............Indianapolis.............$303/$453......... 53
Performance Analysis: Identify Profit Improvement Opportunities................ 12/16/2011............Indianapolis.............$299/$449......... 53
NEW Strategies and Tactics in the New War Against Higher Individual Taxes.... 12/16/2011............Fort Wayne................$307/$457......... 76
CPA’s Guide to Improving Communication, Listening and Writing Skills....... 12/19/2011............Indianapolis.............$152/$227......... 48
Delving into the Top 12 issues for Partnerships, LLCs and S Corps................. 12/19/2011............Merrillville................$303/$453......... 71
Hottest Tax Planning Developments for 2011.................................................... 12/19/2011............Indianapolis.............$152/$227......... 73
NEW Nonprofit Accounting and Auditing: Practical Hands-on Exercises........ 12/19/2011............Indianapolis.............$152/$227......... 60
Only Financial Officer: Skills for Smaller Company Financial Managers........ 12/19/2011............South Bend...............$299/$449......... 52
Real-World Business Ethics for CPAs in A&A: How Will You React.................. 12/19/2011............Indianapolis.............$152/$227......... 56
S Corporations: Strategies from Formation to Termination............................. 12/19/2011............Indianapolis.............$152/$227......... 75
Statement of Cash Flows: Preparation and Presentation Options................... 12/19/2011............Indianapolis.............$152/$227......... 44
NEW Strategies and Tactics in the New War Against Higher Individual Taxes......12/19/2011............Evansville .................$307/$457......... 76
Taking Planning and Budgeting to a Higher Level: Critical Skills to Make
the Trip.................................................................................................................... 12/19/2011............Indianapolis.............$152/$227......... 53
NEW The 2011 Revised Yellow Book for Financial Audits................................... 12/19/2011............Indianapolis.............$152/$227......... 62
Accounting for Deferred Income Taxes............................................................... 12/20/2011............Indianapolis.............$152/$227......... 32
Annual Update for State and Local Governments and Not-For-Profits.......... 12/20/2011............Indianapolis.............$152/$227......... 59
The Best S Corporation, Limited Liability and Partnership Update Course ..... 12/20/2011............Evansville .................$307/$457......... 77
Compilation, Review and Accounting Service Update...................................... 12/20/2011............Indianapolis.............$152/$227......... 36
Controller’s Update: Latest Trends for Today’s Financial Manager.................. 12/20/2011............Indianapolis.............$152/$227......... 48
Innovative Tax Tips for Small Businesses............................................................ 12/20/2011............Indianapolis.............$152/$227......... 73
Metrics Management: Choose and Use Key Performance Indicators............. 12/20/2011............South Bend...............$299/$449......... 52
Preparing Tax Basis Financial Statements: A Private Company GAAP
Alternative.............................................................................................................. 12/20/2011............Indianapolis.............$152/$227......... 42
Real World Business Ethics: A Case Study Approach......................................... 12/20/2011............Indianapolis.............$152/$227......... 56
Tax Consequences and Reporting Issues of LLCs, LLPs, LPs and Other
Partnerships........................................................................................................... 12/20/2011............Indianapolis.............$152/$227......... 76
Accounting and Auditing Update ....................................................................... 12/21/2011............Indianapolis.............$152/$227......... 32
NEW Enhancing the Success of Your Organization with a Winning Culture.... 12/21/2011............Indianapolis.............$152/$227......... 50
28 2011-2012

CHRONOLOGICAL LISTINGS
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Essentials Skills for the Survival and Growth of Your Organization................. 12/21/2011............Indianapolis.............$152/$227......... 50
Ethics in Turbulent Times: How the World is Changing for Financial
Managers................................................................................................................ 12/21/2011............South Bend...............$150/$225......... 55
Financial Fraud, Forensics and the CPA.............................................................. 12/21/2011............Indianapolis.............$152/$227......... 38
Financial Leadership: How to Create and Deliver Value................................... 12/21/2011............South Bend...............$150/$225......... 50
Identifying and Communicating Internal Control Deficiencies Under SAS
115........................................................................................................................... 12/21/2011............Indianapolis.............$152/$227......... 40
Introduction to IFRS: Grasping the Big Picture.................................................. 12/21/2011............Indianapolis.............$152/$227......... 42
Real-World Business Ethics for Tax Practitioners: How Will You React.......... 12/21/2011............Indianapolis.............$152/$227......... 57
NEW 2010 Health Care Reform Act: Critical Tax and Insurance Ramifications
For You, Your Business and Your Clients............................................................. 12/21/2011............Indianapolis.............$152/$227......... 68
Annual Update for CPAs and Auditors................................................................ 12/28/2011............Indianapolis.............$199/$453......... 34
Guide to Controller to CFO: 11 Skills to Make the Trip...................................... 12/28/2011............Indianapolis.............$305/$449......... 51
Preparing C Corporation Tax Returns for New Staff and Para-Professionals..... 12/28/2011............Indianapolis.............$307/$457......... 74
NEW Guide to 15 NEW Frauds for 2011 Engagements....................................... 12/29/2011............Indianapolis.............$305/$449......... 39
Preparing Individual Tax Returns for New Staff and Para-Professionals......... 12/29/2011............Indianapolis.............$307/$457......... 75
January
Vern Hoven’s Federal Tax Update......................................................................... 1/9-10/2012...........Carmel......................$455/$680......... 78
Federal Income Tax Update for Estates and Trusts............................................ 1/20/2012..............Indianapolis.............$299/$449......... 72
INDIANA CPA SOCIETY
29

INDIANA CPA SOCIETY
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ACCOUNTING & AUDITING
NEW
2011 FASB and AICPA Update
DATE: 10/18/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gregory M. Clark, CPA, CFE, CISA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
Accounting
& Auditing
Qualifies for Yellow Book = Qualifies for the 24 hour Yellow Book
requirement. Determination as to the qualification of certain courses
for the Yellow Book 24 hour requirement should be made on an
auditor specific basis depending on that auditor’s Yellow Book clients.
Note that the determination of course qualification is a matter of an
auditor’s professional judgement in consultation with appropriate
individuals in the audit firm. The 24 hours are a subset of the 80
hour requirement.
OVERVIEW: This course is a must to keep you on top of the changes
you need to know to be effective. The course authors evaluate and
emphasize only those standards that affect the small and medium
sized entity and offer detailed practical guidance and illustrations.
Synopses are provided for specialized issues.
PREREQUISITE: Basic audit and accounting course or experience
AUDIENCE: All firms, all staff, all CPAs in privately-held companies — all
CPAs needing a good year-round update on recently issued standards
SOURCE: Loscalzo Associates
LEVEL: Update
A&A Update
DATE: 6/7/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Holiday Inn, Terre Haute
DATE: 6/10/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
DATE: 6/13/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Kokomo Country Club, Kokomo
DATE: 6/13/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Horizon Convention Center, Muncie
DATE: 6/15/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 6/17/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Holiday Inn-City Centre, Lafayette
DATE: 6/21/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Bloomington Convention Center, Bloomington
DATE: 6/23/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Sheraton Louisville — Riverside Hotel, Jeffersonville
DATE: 8/15/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 8/26/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Century Center, South Bend
DATE: 9/16/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Hillcrest Country Club, Batesville
DATE: 9/30/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Radisson Hotel at Star Plaza, Merrillville
CPE: 4 | MEMBER: $99 | NONMEMBER: $225
INDIANA CPA SOCIETY
31

ACCOUNTING & AUDITING
OVERVIEW: This 4-hour update reviews the recent activity of the Financial
Accounting Standards Board, the International Accounting Standards
Board, the Audit Standards Board and the Accounting and Review
Services Committee. Topics include the status of convergence, the
latest financial accounting and auditing standards, and an overview
of current issues related to compilation and review. Experience in
accounting and auditing helpful.
AUDIENCE: CPAs in public practice and industry who want to have
a quick update on accounting, auditing, compilation and review
pronouncements
SOURCE: Indiana CPA Society
LEVEL: Update
NEW
Accounting and Auditing Considerations for 403(b) Plans
DATE: 6/13/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Rebecca M. Lee, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: Recently the IRS issued the first comprehensive regulations
for 403(b) plans, thereby more closely aligning accounting, auditing,
and reporting standards set for these plans with those of 401(k) plans.
This program is designed to assist practitioners in understanding the
accounting, auditing and reporting for 403(b) plans, which typically
are offered to employees of schools, hospitals, religious organizations
charities, and certain other tax-exempt organizations.
AUDIENCE: Practitioners in public practice who have clients with 403(b)
plans and CPAs employed by certain tax-exempt organizations who
are required under the new IRS regulations to prepare IRS Form
5500 and attach audited financial statements of such plans
SOURCE: Loscalzo Associates
LEVEL: Basic
Accounting and Auditing Update
DATE: 12/21/2011
INSTRUCTOR: Jeffrey Lieman, CPA
LOCATION: Marriott East, Indianapolis
TIME: 8:30 a.m.-Noon
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Keep abreast of the fast-paced changes in accounting and
auditing. This course covers the most relevant pronouncements,
exposure drafts and consensus reports recently issued in the
accounting, auditing, compilation and review arenas. This training
will help you identify and apply recently issued FASB statements,
interpretations and technical bulletins. Learn how to assess the
effect of current auditing standards and standards on accounting
and review services from coverage of the latest issues at the AICPA,
EITF and FASB.
PREREQUISITE: Experience in accounting and auditing
AUDIENCE: CPAs in public practice and industry who desire a
quick update on accounting, auditing, compilation and review
pronouncements
SOURCE: AICPA
LEVEL: Update
Accounting for Deferred Income Taxes
DATE: 12/20/2011
INSTRUCTOR: Jeffrey Lieman, CPA
LOCATION: Marriott East, Indianapolis
TIME: 1-4:30 p.m.
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: No other area in accounting is as far-reaching and requires
knowledge of a vast number of topics in financial and tax accounting,
as accounting for deferred taxes. Traditionally, understanding the
complex provisions of ASC 740 (SFAS no. 109) typically fell on the
shoulders of CPAs in business and industry and their independent
auditors. Now it is essential that tax professionals, both in industry
and public practice, become active participants in this process.
Gain a sound knowledge of the theory of deferred taxes and how
this theory can be applied to practical situations. Many practical
examples are included to illustrate the theory, and information is
presented so you can apply this theory to any situation.
PREREQUISITE: Experience in accounting and financial reporting
AUDIENCE: Experienced CPAs in industry who are involved in financial
reporting and experienced CPA firm audit or tax seniors (and above)
SOURCE: AICPA
LEVEL: Intermediate
Accounts Payable Fraud: Overlooked Schemes and How
to Detect and Prevent Them
DATE: 12/8/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Laurie Seward Horvath, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Accounts payable fraud is widely overlooked and
underestimated as a costly threat to ALL organizations. Smaller
companies and non-profits are most vulnerable as they are
preoccupied with day-to-day business and are more likely to
trust employees handing their finances. Many therefore neglect
to put proper anti-fraud controls in place. Participants will learn
how to identify varieties of AP-related fraud schemes damaging
organizations of all kinds, especially small businesses and nonprofits,
and determine how shrewd insiders abuse the AP process
to embezzle funds for years before being detected—and how to
shorten the time before discovery. The class will enable them to
quickly recognize the red flags of AP fraud in a client’s operations
and financial records and will teach them to provide cost-effective
anti-fraud controls to protect against the growing army of fraudsters
both inside and outside their organizations.
PREREQUISITE: Basic familiarity with institutional/occupational fraud
AUDIENCE: Accounting and audit practitioners, AP managers, senior
financial management seeking to reduce their vulnerability to
costly frauds in an economy where the risks and potentially losses
from AP schemes is especially great
SOURCE: Loscalzo Associates
LEVEL: Intermediate
32 2011-2012

ACCOUNTING & AUDITING
Advanced Financial Modeling — Valuation, Capital
Projects, Acquisitions, Buyouts and More
DATE: 10/27/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Daniel M. Spilman, CPA, ABV
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: This course will provide participants with the tools to analyze
the financial implications of strategic business decisions, including
acquisitions, expansion plans, leveraged buyouts and recaps. Stock
option valuation using the Black-Scholes option pricing model will also
be covered. As a foundation for this analysis, participants will develop
an understanding of the earning approach to business valuation.
PREREQUISITE: “Financial Modeling — Financial Statement and Cash
Flow Forecasting” is recommended
AUDIENCE: Financial managers responsible for advising management
on the financial implications of strategic decisions
SOURCE: Daniel M. Spilman
LEVEL: Intermediate
Advanced Update for Compilation, Review and
Accounting Services
DATE: 8/16/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
DATE: 11/30/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: If you manage a compilation, review and accounting service
practice, this course is an absolute must. It enables a partner to
ensure that current year engagements conform to all applicable
professional standards. A practice-oriented review of the latest
developments, cases and lively discussion among the experienced
participants make this class informative and practical. The material
covers the entire spectrum of partner concerns: current professional
standards, independence rules, engagement and representation
letters, field work, disclosure, reporting, documentation, quality
control, engagement administration, specialty engagements and
peer review.
PREREQUISITE: Management of a compilation, review or accounting
service practice
AUDIENCE: CPA firm seniors (and above) managing compilation,
review and accounting services
NOTE: Value aid — AICPA Compilation and Review Alert
SOURCE: AICPA
LEVEL: Advanced
AICPA Advanced Course: Overview of the AICPA Peer
Review Program Standards
DATE: 8/18/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Robert C. Bezgin, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: This one-day, advanced course is designed for experienced
reviewers who want to heighten their peer review skills. It is an
excellent follow-up to the AICPA’s training course, “How to Conduct
a Review Under the AICPA Practice-Monitoring Programs,” and
includes an up-to-the-minute analysis of the AICPA Peer Review
Program Standards effective Jan. 1, 2009. Enhance your ability to
conclude and report peer review findings for system, engagement
and report reviews while learning about changes to the peer review
standards and the risk-based approach to planning a peer review.
PREREQUISITE: How to Conduct a Review Under the AICPA Practice-
Monitoring Programs or a similar AICPA-approved introductory
course, and performance at one review as a team captain
AUDIENCE: Experienced reviewers who want to expand their knowledge
of the peer review process
SOURCE: AICPA
LEVEL: Advanced
AICPA/AHI Staff Training — Basic
DATE: 10/19-21/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Roger Nelson, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 24 | MEMBER: $542 | NONMEMBER: $892
OVERVIEW: Providing training for new staff is always a sound investment.
AICPA/AHI Staff Training — Basic, the first in a series of four courses,
is ideal for inexperienced staff members. This intensive, three-day
course shows staff how to improve efficiency while meeting quality
control standards. The curriculum, geared for local and regional
firms, bridges the gap between theory learned in college and the
tools needed in practice. Staff will improve skills in preparing work
papers, performing compilations and reviews and completing
detailed audit tests.
PREREQUISITE: One to ten months public accounting experience
AUDIENCE: First-year staff with at least two weeks experience on
audits, compilations and/or reviews
NOTE: Bring a calculator and the U.S. Master Tax Guide or equivalent.
Value aid — copies of forms and procedures from Practitioners
Publishing Company’s (PPC) Guide to Compilation and Review
Engagements and Guide to Audits of Small Businesses
SOURCE: AICPA
LEVEL: Basic
AICPA/AHI Staff Training — Beginning In-Charge
DATE: 8/10-12/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Roger Nelson, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 24 | MEMBER: $542 | NONMEMBER: $892
OVERVIEW: Go one step further in your career and assume higher
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levels of responsibility with this third course in the AICPA/AHI Staff
Training series. It provides extensive training in crucial procedural,
evaluative and supervisory areas. It will help staff improve their
planning, review, audit and other engagement skills as well as
give them techniques for effective communication with clients and
colleagues. Staff’s ability to assess risk and materiality and to make
non-statistical sampling decisions will greatly improve with this allinclusive
course.
PREREQUISITE: At least 20 months but no more than 36 months public
accounting experience
AUDIENCE: Second- or third-year staff members who have been in
charge of at least two audits or review engagements, or plan to
have in-charge responsibilities within the next six months
NOTE: Bring a calculator; Value aid — Copies of forms and procedures
from Practitioners Publishing Company’s (PPC) Guide to Audits of
Small Businesses
SOURCE: AICPA
LEVEL: Intermediate
AICPA/AHI Staff Training — Semi-Senior
DATE: 9/28-30/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Roger Nelson, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 24 | MEMBER: $542 | NONMEMBER: $892
OVERVIEW: Staff will gain the confidence they need to adequately
handle small engagements with this, the second in the AICPA/AHI
Staff Training series. This course will improve their communication
skills with partners and client personnel, become adept at drafting
financial statements, write better memoranda and develop an
overall confidence that will aid them in meeting client needs. Upon
completion, staff will be able to complete smaller audits, reviews and
compilations with minimum supervision and maximum profitability.
Staff will improve performance of more complex analytical
procedures and drafting financial statements and footnotes.
PREREQUISITE: Ten to 22 months public accounting experience and
completion of AICPA/AHI Staff Training — Basic or equivalent
AUDIENCE: First- or second-year staff in charge of compilation and review
engagements or who have responsibility for major audit sections
NOTE: Value aid — copies of forms and procedures from Practitioners
Publishing Company’s (PPC) Guide to Compilation and Review
Engagements and Guide to Audits of Small Businesses
SOURCE: AICPA
LEVEL: Intermediate
AICPA/AHI Staff Training — Supervisory
DATE: 8/3-5/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Ronald C. Evensen, CPA, MS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 24 | MEMBER: $542 | NONMEMBER: $892
OVERVIEW: There is always room for improvement, and the final course
in this series is for supervisors who wish to work on management
skills. Staff can go from skilled technicians to well-rounded
business managers by cultivating their communication skills,
improving supervisory abilities, utilizing and appraising staff and
becoming more accomplished at maintaining client relationships.
Topics covered include motivation, engagement planning, staff
supervision, business consulting services, time management and
billing and collection. Staff will learn to effectively and efficiently
manage engagement responsibilities, discover ways to help grow
their firm and find out what is expected of them as a supervisor,
while improving their communications skills.
PREREQUISITE: Thirty-four to 54 months public accounting experience
AUDIENCE: Staff members with three or more years in public
accounting, who have had significant responsibility in dealing with
assistants, clients and partners in auditing and accounting, tax or
business consulting service areas
SOURCE: AICPA
LEVEL: Intermediate
Analyzing Financial Statements, Including Techniques
for Cash Flow Analysis
DATE: 11/16/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jack Ellovich, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Re-examine traditional analysis techniques to recognize
their strengths and limitations when performing financial statement
analysis. Take analysis to a new level by incorporating cash flow
based measurements. Utilize cases ranging from public companies
to small privately-held to assess profitability and management of
resources.
AUDIENCE: CPAs in industry who analyze financial results to enhance
evaluation of operations and develop business strategies
SOURCE: Loscalzo Associates
LEVEL: Basic
Annual Update for CPAs and Auditors
DATE: 10/28/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Radisson Hotel at Star Plaza, Merrillville
DATE: 11/15/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
DATE: 11/21/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Century Center, South Bend
DATE: 11/29/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: Holiday Inn, Terre Haute
DATE: 11/30/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 12/28/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $199 | NONMEMBER: $453
OVERVIEW: Keep abreast of the fast-paced changes in accounting
and auditing. This comprehensive course covers all the relevant
pronouncements, exposure drafts and consensus reports recently
issued in the accounting, auditing, compilation and review arenas.
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Learn to identify and apply recently issued FASB statements,
interpretations and technical bulletins. Learn how to assess the
effect of current auditing standards and standards on accounting
and review services from coverage of the latest issues at the AICPA,
EITF and FASB.
PREREQUISITE: Experience in accounting and auditing
AUDIENCE: CPAs in public practice and industry who want to remain
up-to-date on accounting, auditing, compilation and review
pronouncements
SOURCE: AICPA
LEVEL: Update
Applying the Risk Assessment Standards Using a Case
Study Approach
DATE: 10/27/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Although auditors of non-public entities have been working
with the risk assessment standards (SAS Nos. 104 through 111) for
a couple years, we continue to hear feedback that they (especially
auditors of smaller entities) are still struggling with the implementation
of the standards. This course focuses on audits of entities with limited
personnel and accounting resources, non-complex operations and
financing structures, and a governing body made up of an owner/
manager or majority owner. In addition, the entity might also have
at least one material weakness in internal control over financial
reporting. Learn from examples and case studies demonstrating
how the risk assessment standards may be practically implemented
and documented. Focus on the most-struggled-with issues, using
cases to provide practical application solutions.
PREREQUISITE: Knowledge of the risk assessment standards or completion
of AICPA’s course Auditor’s Risk Assessment Process: Tackling the
Risk Assessment SASs
AUDIENCE: Practitioners who perform audits of financial statements of
smaller non-public entities
SOURCE: AICPA
LEVEL: Intermediate
Auditing Real-World Frauds: A Practical Case
Application Approach
DATE: 9/27/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Many auditors struggle with the link between audit design
and fraud detection under SAS No. 99. This interactive course
utilizes hands-on case studies based on real-world frauds to help
participants carry out their financial statement fraud responsibilities.
Auditors and corporate accounting and finance professionals will
find this course relevant and timely. The course includes an overview
of the auditor’s responsibilities related to financial statement fraud
under SAS No. 99 and clearly links these to the auditor’s risk
assessment process under the Risk Assessment Standards. In
addition, the course includes information relevant to management’s
responsibility for fraud and internal controls under the COSO
framework, PCAOB standards and other “best practices.” Cases
address personnel fraud, revenue recognition, various financial
statement manipulations, theft of capital assets, purchasing fraud
and other common areas of interest.
AUDIENCE: Practitioners and financial professionals responsible for
preventing, detecting and dealing with financial statement fraud
SOURCE: AICPA
LEVEL: Intermediate
Audits of Defined Contribution Pension Plans
(Emphasizing 401k Plans)
DATE: 6/8/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gregory M. Clark, CPA, CFE, CISA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Learn how to avoid the most common problems and
deficiencies found by the DOL. Discover how to determine if a plan
needs to be audited, identify unique employee benefit plan audit
risks, perform the right type and amount of audit testing, and draft
GAAP and DOL compliant financial statements.
PREREQUISITE: Experience in conducting audits of defined contribution
plans
AUDIENCE: Practitioners in public accounting firms that audit defined
contribution pension plans
SOURCE: Loscalzo Associates
LEVEL: Basic
Cash and Tax Basis Financial Statements —
Alternatives to GAAP and Reporting Requirements
DATE: 5/25/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Daniel W. Bradley, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: When there is a request to produce modified tax basis
statements with disclosures omitted, are you confident your staff know
what to do They will after taking this course, which explains OCBOA
statements as well as how the basis of accounting affects compilation,
review and audit procedures and accountant or auditor reports.
AUDIENCE: CPAs in industry who prepare financial statements in
accordance with other comprehensive bases of accounting and CPA
firm staff and seniors (and above) new to OCBOA-based financial
statements
SOURCE: AICPA
LEVEL: Basic
Common Frauds and Internal Controls for Revenue,
Purchasing and Cash Receipts
DATE: 9/6/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Radisson Hotel at Star Plaza, Merrillville
DATE: 11/15/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
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OVERVIEW: Transactions that occur within an entity’s revenue cycle
(revenues and cash receipts) and the purchase cycle (purchases
and cash disbursements) are common areas for misstatements (both
unintentional and fraudulent). While business owners and managers
instinctively know that controls are important, they sometimes have
a very limited understanding of what controls are effective. CPAs are
in a unique position to fill this knowledge gap and help establish
a cost-effective system of controls to minimize fraud and other
misstatements while getting the “biggest bang for your buck.”
AUDIENCE: Business owners, managers, supervisors, CPAs and auditors
SOURCE: AICPA
LEVEL: Basic
Compilation and Review Engagement Essentials
DATE: 9/23/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Century Center, South Bend
DATE: 11/11/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Many beginning CPAs are not familiar with two of the local CPA
firm’s most popular engagements: compilations and reviews of private
companies. Shorten staff learning time and increase their earning
time by sending them to this hands-on course. First, participants learn
what distinguishes a compilation and review from accounting and
auditing services. After an overview of the current SSARS standards,
the participants walk through a traditional compilation engagement.
Once the traditional compilation engagement is understood, staff
identify the changes to make when compiling management-useonly
or interim financial statements, or compiling specified elements,
accounts or items of a financial statement. Participants then repeat
the process for a review engagement.
AUDIENCE: CPA firm staff, including paraprofessionals, new to
performing compilation or review engagements
SOURCE: AICPA
LEVEL: Basic
Compilation and Review Essentials — Rules for Local
Practitioners
DATE: 11/17/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jack Ellovich, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: With the issuance of SSARS 19, the most massive rewrite of
SSARS since 1978, you will be required to: redraft all compilation
and review reports; rethink the application of independence when
performing certain non-attest services; obtain engagement letters
on all compilation and review engagements; meet minimum
documentation requirements for both compilations and reviews;
and meet minimum performance standards. The manual includes
a number of “Best Practices Tips.”
PREREQUISITE: Basic familiarity with SSARS
AUDIENCE: Practitioners who perform basic bookkeeping, compilations,
and reviews for small business clients
SOURCE: Loscalzo Associates
LEVEL: Intermediate
Compilation, Review and Accounting Service Update
DATE: 8/11/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 8/19/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: Holiday Inn, Terre Haute
DATE: 12/20/2011
INSTRUCTOR: Michael J. Morgan, CPA
LOCATION: Marriott East, Indianapolis
TIME: 8:30 a.m.-Noon
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: If you supervise compilation, review and accounting service
engagements, this course will help you comply with the professional
standards applicable to this year’s engagements. Review the current
year’s AICPA’s Compilation and Review Alert and developments in
independence, engagement and representation letters, field work,
disclosure, reporting, documentation, changes in services or in
accountants, and specialty engagements.
PREREQUISITE: Management of accounting, compilation and review
engagements
AUDIENCE: CPA firm seniors (and above) managing compilation,
review and accounting services
NOTE: Value aid — AICPA’s Compilation and Review Alert
SOURCE: AICPA
LEVEL: Update
Construction Contractors Advanced Issues
DATE: 12/9/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Dale A. Ruther, CPA, CDS, CIT
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Many contractors have fallen victim to the rough construction
economy. Along with the contractors, sureties are seeing record
claims being filed on projects. Where does the surety get their
information to make the risky decisions for contractors The CPA.
In this magnified environment, the CPA should have a thorough
understanding of the construction industry and the professional
standards that impact construction contractor engagement. Delve
beyond the basics on many issues the construction industry brings
to the CPA profession. Get hands-on advice on the accounting,
audit and tax issues that make the construction industry a high-risk
client. Be prepared to address difficult issues such as look-back
calculations, measuring progress of construction contracts and
overhead allocations. Enhance your skills today to reduce the risk
of your next construction engagement.
PREREQUISITE: Completion of the AICPA course Construction
Contractors: Accounting, Auditing and Tax, or experience in
providing services for construction contractors
AUDIENCE: Experienced financial professionals in the construction
industry and CPA firm audit managers and above
NOTE: Value aid — Audit Risk Alert, Construction Contractors Industry
Developments
SOURCE: AICPA
LEVEL: Advanced
36 2011-2012

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Construction Contractors: Accounting, Auditing and Tax
DATE: 11/30/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William I. Eskin, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Master the fundamentals of the construction industry! Give
your clients efficient, high-quality audit and review services and apply
GAAP accounting methods applicable to construction contractors.
Understand the intricacies of contractor tax regulations. Topics covered
include accounting for long-term construction contracts, applying
the audit risk model to a construction contractor and contractor tax
accounting. It includes AICPA publications and the content is designed
to meet the needs of practitioners and industry professionals.
AUDIENCE: CPAs seeking a broad overview of the construction
industry; financial professionals in the construction industry; and
practitioners who have or expect to have contractor clients
NOTE: Value aid — Audit Risk Alert, Construction Contractors Industry
Developments
SOURCE: AICPA
LEVEL: Basic
Corporate Finance Tune Up: Putting the Right Skills in
Your Analytical Toolbox
DATE: 11/14/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Dan Chenoweth, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 12/8/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Scott A. Arnold, CPA, CMA, MBA
LOCATION: Grand Wayne Center, Fort Wayne
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Understanding corporate finance is a skill that separates those
who will become Chief Financial Officers from those who will always
remain accountants. This seminar provides a refresher on corporate
finance skills for those who work or aspire to work at a CFO level.
AUDIENCE: CFOs, controllers and other experienced financial managers
NOTE: Bring a calculator with financial functions
SOURCE: Executive Education, Inc.
LEVEL: Intermediate
Deceptive Revenue Recognition and Other Accounting
Techniques — Recognizing the Warning Signs
DATE: 12/14/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gregory M. Clark, CPA, CFE, CISA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Don’t join the growing list of CPA professionals in trouble.
We will discuss: the accounting “stories” behind over 40 famous
financial statement frauds such as Fannie Mae, McAfee, Parmalat,
Tyco, Waste Management, and WorldCom; deceptive accounting
practices; and the warning signs of problems in areas such as
revenue recognition, related parties, significant estimates, capital
items vs. expenses, choices among accounting methods, and
improper activity to evade taxes.
PREREQUISITE: Basic familiarity with accounting standards
AUDIENCE: Practitioners in industry and in public practice
NOTE: Qualifies for Yellow Book
SOURCE: Loscalzo Associates
LEVEL: Basic
Disclosure — The Key to Financial Statements
DATE: 10/17/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gregory M. Clark, CPA, CFE, CISA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Keep your professional reputation stellar by making sure
your financial statements are “up-to-speed.” This course will explain
and illustrate disclosure requirements; clear up misconceptions
on practice problems such as fair value; and correct disclosure
deficiencies most frequently cited by peer reviewers. The manual
includes numerous live “bread and butter” examples, a complete
disclosure checklist and pro forma financial statements.
PREREQUISITE: Participants should be familiar with the accounting
issues included in the FASB Codification
AUDIENCE: Practitioners in public practice and CPAs in industry
who are responsible for the preparation of non-public financial
statements
NOTE: Qualifies for Yellow Book
SOURCE: Loscalzo Associates
LEVEL: Basic
Fair Value Accounting: A Critical Skill for All CPAs
DATE: 9/16/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Teresa D. Thamer, CPA, CFE
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
DATE: 10/7/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Anne Oestriecher, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Fair value accounting is reshaping traditional financial
statements. Gain insights into the conceptual and practical reasons
for using fair value as the required (or optional) measurement
attribute for some new and existing accounting standards. The
course covers the conceptual and practical issues that arise when
fair value measurement is implemented under existing FASB
standards and provides examples of these issues. In addition, the
measurement and estimation challenges that confront preparers
and auditors in making, and attesting to, fair value measurements
are presented, and related guidance is provided.
PREREQUISITE: Experience with financial accounting and reporting
AUDIENCE: Practitioners and members in industry responsible for
accounting and financial reporting
SOURCE: AICPA
LEVEL: Intermediate
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FASB Review for Industry: Targeting Recent GAAP Issues
DATE: 8/22/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 10/18/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: CPAs in corporate management will benefit from this
comprehensive coverage of recent FASB, AcSEC, IASB and EITF
pronouncements. Gain expertise from a high-level approach to
financial reporting issues backed by detailed descriptions and
examples of the implementation of new standards. Your training
will guide you in assessing recent FASB and AICPA standards that
have a major effect on all industries and provide an understanding
of the latest pronouncements and exposure drafts to enable you to
develop implementation strategies.
PREREQUISITE: Experience in financial reporting
AUDIENCE: CPAs, controllers, internal auditors and other managementlevel
accounting personnel and educators
SOURCE: AICPA
LEVEL: Intermediate
Fast and Easy Financial Statement Analysis
DATE: 10/11/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Mike Morley, CPA, CCE, FCI, MBA, MICM
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Is financial statement analysis part of your job Is it a
component of your corporate or personal investment strategy
Don’t you wish you had an easier, faster way of doing it Financial
statement analysis is a tool that allows you to “read between the
lines.” Learn the secrets to analyzing financial statements quickly
and easily so you can make the right decisions every time. This
entertaining workshop includes practical examples and real life
case studies and you will learn the instructor’s unique approach to
assessing a company’s ability to pay its bills, and pay good returns
to its investors. You’ll be amazed at just how much fun taking a
class in financial statement analysis can actually be!
AUDIENCE: CPAs, finance and accounting staff, credit analysis staff,
anyone with a fiduciary duty to protect company assets
SOURCE: Mike Morley Seminars
LEVEL: Basic/Intermediate
Financial Fraud, Forensics and the CPA
DATE: 12/21/2011
INSTRUCTOR: Michael J. Morgan, CPA
LOCATION: Marriott East, Indianapolis
TIME: 8:30 a.m.-Noon
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: SAS 99 and the Sarbanes-Oxley Act are now part of
everyday life for financial managers and auditors in small and large
companies alike. Efforts to grasp and manage the risks of financial
reporting fraud and misappropriation continue to evolve, but much
uncertainty remains about what works best. This dynamic program
provides specific steps to help auditors and CPAs fully meet fraudhandling
expectations. The “how to” approach helps participants
identify fraud exposures and risks and provides practical ideas on
how to handle those exposures. Course materials, developed by a
nationally known fraud expert, include examples of what can go
wrong and how fraud is reflected in the records.
PREREQUISITE: Experience in accounting and reporting
AUDIENCE: Industry CPAs and internal auditors charged with managing
fraud risks for their organizations or clients and experienced CPA
firm audit seniors (and above)
SOURCE: AICPA
LEVEL: Intermediate
First Time Adoption of International Financial
Reporting Standards
DATE: 10/10/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Mike Morley, CPA, CCE, FCI, MBA, MICM
LOCATION: Century Center, South Bend
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: International Financial Reporting Standards are changing
how companies present their financial statements. Effective Jan. 1,
2015, CPAs working for U.S. “publicly accountable enterprises” will be
expected to continue to prepare U.S. GAAP statements, but in addition
will have to prepare IFRS financial statements using IFRS Standard #
1. IFRS Standard # 1 was specifically issued to help companies with
the transition from GAAP. In addition, a reconciling financial statement
which bridges the gap between the two will be required. In effect,
IFRS requires that the U.S. accountant be able to understand and
explain the differences between IFRS and U.S. GAAP. This hands-on
workshop will provide you with some easy-to-follow guidelines that will
help you in complying with IFRS Standard # 1.
PREREQUISITE: Basic IFRS knowledge preferred but not required
AUDIENCE: CPAs, Finance and Accounting Staff, Internal Audit Staff,
Compliance Staff, anyone with a fiduciary duty to report financial
performance
SOURCE: Mike Morley Seminars
LEVEL: Intermediate
Forensic Accounting: Uncovering Schemes and Scams
DATE: 5/25/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Daniel W. Bradley, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Super-charge your forensic accounting techniques
with this course. You are now called upon to detect fraudulent
financial reporting and to redesign internal controls to prevent
misappropriation of assets. Identify common forensic techniques
to recognize fraud schemes and scams and sharpen your forensic
skills through the use of analytical tools. Learn to follow cash flows,
uncover accounting schemes and much more.
PREREQUISITE: Experience in accounting and reporting
AUDIENCE: Industry CPAs responsible for designing control systems,
forensic accounting and investigative activities, and those who
testify as expert witnesses. Experienced CPA firm audit seniors
SOURCE: AICPA
LEVEL: Intermediate
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Fraud Alert! Prevention and Follow-Up
DATE: 11/17/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jay Giannantonio, CPA, CIA, MBA
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
DATE: 12/15/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jay Giannantonio, CPA, CIA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Fraud Alert! is one seminar you cannot afford to miss. Fraud
will touch you in some manner. Prepare for the inevitable. A recent
study by the Association of Certified Fraud Examiners estimated
that fraud costs the economy in excess of $650 billion per year (the
equivalent of $4,500 per employee). This same study estimated that
normal audits discover only about 11 percent of frauds compared
to 19 percent discovered by accident. This seminar will examine
various types of frauds and discuss ways to prevent, detect and
investigate these activities. The seminar will also examine the CPA’s
role as an expert witness.
AUDIENCE: Corporate financial managers
NOTE: Bring a calculator
SOURCE: Executive Education, Inc.
NEW
Fraud Prevention and Detection
LEVEL: Intermediate
DATE: 10/28/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Ken Stalcup, CPA, CFE, CFF
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: Upon completion of this course, participants will be able
to: Identify the most common fraud schemes and current trends;
develop policies and procedures to strengthen internal controls;
execute specific tests to detect common fraud schemes; understand
current professional requirements and ethical issues
PREREQUISITE: Experience in accounting or auditing
AUDIENCE: Auditors and accountants in public practice and owners,
financial managers and other practitioners responsible for small to
mid-sized organizations
SOURCE: Kenneth Stalcup, CPA, CFE, CFF LEVEL: Intermediate
GAAP Refresher
DATE: 12/7/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Laurie Seward Horvath, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
guidance dealing with the topics covered
AUDIENCE: CPAs preparing financial statements
SOURCE: Loscalzo Associates
NEW
LEVEL: Basic
Guide to 15 NEW Frauds for 2011 Engagements
DATE: 12/29/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gary D. Zeune, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $305 | NONMEMBER: $449
OVERVIEW: Analyze 15 current frauds and why they went undetected.
Learn the latest frauds committed by and committed in many
industries including healthcare, financial institutions, non-profits,
government entities, manufacturing and service.
AUDIENCE: Auditors, clients, CFEs, controllers, CFOs, senior management
and board members
SOURCE: Gary Zeune & Associates
LEVEL: Intermediate
Guide to 25 Fraud, Malpractice and Stupidity Cases
Against CPA Firms in Compilations, Reviews and Audits
DATE: 11/22/2011 TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gary D. Zeune, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $305 | NONMEMBER: $449
OVERVIEW: Recognize why, when and how financial statement engagements
put you at risk. This session will cover the facts, issues and cost to the
firm, from 35 actual compilation, review and audit cases.
AUDIENCE: Auditors, clients, CFEs, controllers, CFOs, senior management
and board members
SOURCE: Gary Zeune & Associates
LEVEL: Advanced
NEW
Guide to 2011 Audits in Times of Massive Financial,
Legal, Healthcare and Regulatory Reform
DATE: 11/21/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gary D. Zeune, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $305 | NONMEMBER: $449
OVERVIEW: Audit risks for 2011 engagements are not the same as 2010.
Because when laws, regulations or competition change, audit risks
change. Paragraphs 21 and 24 of SAS 109 require CPAs to understand
these risks outside the accounting.
AUDIENCE: Auditors, clients, internal auditors, controllers, CFOs and
executives
SOURCE: Gary Zeune & Associates
LEVEL: Advanced
OVERVIEW: Get your arms around those complex GAAP rules most likely
to result in financial statement restatements. You will be provided
with clear, concise, realistic examples of financial instruments,
deferred taxes and uncertain tax positions, leases, derivatives,
impairments and other “troublesome issues.”
Prerequisite: Participants should be familiar with the accounting
INDIANA CPA SOCIETY
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NEW
Guide to What’s New with 2011 Engagements: Audits,
Compilations and Reviews
DATE: 9/7/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gary D. Zeune, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $305 | NONMEMBER: $449
OVERVIEW: Get all the details on new standards and authoritative
pronouncements you need for 2011 engagements including new
and pending standards for audits, compilations and reviews; SSARS
19 and how is it working; technical practice aids, interpretations and
guidance; AICPA practice alerts; best practices in audits, compilations
and reviews; new practical studies and surveys you can use the next
day; highlights of ASB and ARSC board meetings; new quality control
requirements; and how SEC developments affect GAAS.
PREREQUISITE: Ten years as a CPA
AUDIENCE: CPAs, Auditors, owners, management, executive directors,
CFEs, controllers and CFOs
SOURCE: Gary Zeune & Associates
LEVEL: Advanced
Hands on Guide to Understanding and Testing Internal
Control
DATE: 12/15/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gregory M. Clark, CPA, CFE, CISA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: With the issuance of the AICPA risk assessment SASs,
auditors have no choice but to better understand internal controls
in order to assess the design of controls and determine if they have
been implemented. This course will provide the auditor of small
to midsize entities with tips, tools and techniques to efficiently
document their understanding of the client’s controls and to
determine where it is either necessary or more efficient to test them.
In addition, the program will illustrate how to test internal controls
efficiently at the financial statement and assertion level. This course
is also recommended for persons working in industry who would
like to learn more about improving their entity’s internal controls
and avoiding SAS No. 115 comments.
PREREQUISITE: Basic audit course or experience
AUDIENCE: Audit practitioners working on audits of non-public
companies and CPAs in industry who want to improve the level of
their entity’s internal controls
NOTE: Qualifies for Yellow Book
SOURCE: Loscalzo Associates
LEVEL: Intermediate
How International Financial Reporting Standards are
Changing SOX Controls
DATE: 10/12/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Mike Morley, CPA, CCE, FCI, MBA, MICM
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: When International Financial Reporting Standards come
into effect Jan. 1, 2015, public company executives will still remain
personally responsible for their company’s financial statements
on a consolidated basis and for the effectiveness of their internal
controls. Public companies will have to overhaul their Sarbanes-
Oxley controls to ensure that all the new processes are effectively
controlled. CPAs will have to have company executives and auditors
approve these new controls. If you are a CPA you need to become
familiar with exactly what these new standards consist of, and what
these changes mean for companies. This workshop will help you
make sure your company remains compliant with SOX. You will
become acquainted with the latest information regarding IFRS and
will include exercises in designing and implementing controls for
IFRS processes.
PREREQUISITE: Basic IFRS knowledge preferred but not required
AUDIENCE: CPAs, finance and accounting staff, credit analysis staff,
internal audit staff, anyone with a fiduciary duty to protect company
assets
SOURCE: Mike Morley Seminars
LEVEL: Basic/Intermediate
How to Conduct a Review Under the AICPA Practice-
Monitoring Program
DATE: 8/16-17/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Robert C. Bezgin, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 16 | MEMBER: $463 | NONMEMBER: $688
OVERVIEW: Make the transition from auditor to peer reviewer, and
successfully conduct a peer review with the help of this mandatory
training course for team and review captains. It features realistic case
studies of system peer review circumstances and several examples
of engagement selections in an engagement peer review. Learn to
effectively plan a peer review, develop an understanding of a firm’s
system of quality control, document procedures used in testing a
firm’s system (including reviewing selected engagements), prepare
the peer review report, provide recommendations and assist a firm
in its response to a peer review. For engagement peer reviews, select
the necessary accounting engagements, review of the engagements
and report the results of the peer review. The administrative and
committee roles in the peer review program are introduced.
AUDIENCE: Individuals who wish to serve as peer review team captains
and review captains
SOURCE: AICPA
LEVEL: Basic
Identifying and Communicating Internal Control
Deficiencies Under SAS 115
DATE: 12/21/2011
INSTRUCTOR: Jeffrey Lieman, CPA
LOCATION: Marriott East, Indianapolis
TIME: 1-4:30 p.m.
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: SAS No. 115 places significant responsibilities on the
auditors of nonpublic companies to communicate internal control
deficiencies identified in an audit. SAS No. 115, combined with the
requirements in the recently effective Risk Assessment Standards,
will likely increase the quantity and variety of control deficiencies
required to be communicated to management and those charged
with governance — not just in the initial year of discovery, but in each
40 2011-2012

ACCOUNTING & AUDITING
subsequent year until the deficiency is remediated. Are you ready
PREREQUISITE: Experience with accounting processes and internal control;
familiarity with COSO Internal Control framework is helpful
AUDIENCE: Independent auditors and managers and internal auditors
in nonpublic companies, nonprofits and government agencies
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
LEVEL: Intermediate
IFRS Update and Review of Complex Topics
DATE: 8/17/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Leah Donti, CMA, MBA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 8/18/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Leah Donti, CMA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Whether the Securities and Exchange Commission will allow
or require U.S. public companies to use International Financial
Reporting Standards is still unresolved. While the SEC deliberates,
the Financial Accounting Standards Board and the International
Accounting Standards Board continue to work together to develop
high-quality, compatible accounting standards for domestic and
cross-border financial reporting. While the goal of both organizations
is to issue word-for-word converged accounting standards, some
significant differences still exist. Learn, when working with crossborder
financial reporting, to understand the differences and
implement IFRS. This course provides an in-depth examination
of some of the most economically significant international
accounting topics: revenue recognition, business combinations and
impairments. The last part of the course provides an update on the
issues and challenges of major current IASB projects.
PREREQUISITE: An understanding of the conceptual differences
between IFRS and U.S. GAAP
AUDIENCE: Auditors, financial statement preparers and financial
statement users
SOURCE: AICPA
LEVEL: Update
Identifying Fraudulent Financial Transactions
DATE: 9/20/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
DATE: 10/25/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: This course provides practical tips on how to identify
financial statement fraud schemes and how to mount a defense by
improving your internal controls. This course trains you, the CPA,
to refocus analytical and substantive tests on the financial and nonfinancial
information already at hand to expose financial statement
fraud. Learn to identify the red flags of fraud in financial information
and analyze a variety of fraud schemes.
PREREQUISITE: Experience in accounting and auditing
AUDIENCE: CPAs, internal and external auditors, and public
practitioners responsible for the quality and integrity of financial
information
SOURCE: AICPA
LEVEL: Intermediate
International Financial Reporting Standards:
Stay Current
DATE: 10/10/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Mike Morley, CPA, CCE, FCI, MBA, MICM
LOCATION: Century Center, South Bend
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: International Financial Reporting Standards are constantly
being updated. Trying to keep up with the changes as the U.S. gets
ready for the changeover in 2015 can be time-consuming. Save
time and energy. Get caught up in a single session with the latest
changes in the standards and what future changes are being worked
on. If you are a CPA you need to become familiar with exactly what
the latest standards are, and what these changes mean for U.S.
companies. This workshop will help you become acquainted with
the latest information regarding IFRS.
PREREQUISITE: Basic IFRS knowledge preferred but not required
AUDIENCE: CPAs, finance and accounting staff, internal audit staff,
compliance staff, anyone with a fiduciary duty to report company
performance
SOURCE: Mike Morley Seminars
LEVEL: Basic/Intermediate
International Versus U.S. Accounting: What in the World
is the Difference
DATE: 8/9/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: In 2002, IASB and FASB agreed to harmonize their agenda
and work toward reducing differences between IFRS and U.S. GAAP.
FASB is working hard on this goal as recent pronouncements of
both the FASB and the IASB are bringing the standards more in line
with one another. In addition, the SEC removed the reconciliation
requirement for foreign issuers to reconcile their financial statements
from IFRS to U.S. GAAP and they have continued reaffirm their
commitment to convergence. With the fast pace of the convergence
project, understanding the differences between IFRS and U.S.
GAAP is becoming more important for businesses of all sizes. This
course outlines the major differences between IFRS and U.S. GAAP
as well as provides a hands-on examination of four sets of financial
statements and footnotes prepared under IFRS.
PREREQUISITE: Experience in financial reporting
AUDIENCE: CPAs and analysts in industry and practice who manage
financial accounting and reporting and auditors (staff through partner)
SOURCE: AICPA
LEVEL: Basic
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ACCOUNTING & AUDITING
Introduction to IFRS: Grasping the Big Picture
DATE: 12/21/2011
INSTRUCTOR: Michael J. Morgan, CPA
LOCATION: Marriott East, Indianapolis
TIME: 1-4:30 p.m.
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: In 2002, IASB and FASB agreed to harmonize their agenda
and work toward reducing differences between IFRS and U.S. GAAP.
FASB is working hard on this goal as recent pronouncements of
both the FASB and the IASB are bringing the standards more in line
with one another. In addition, the SEC removed the reconciliation
requirement for foreign issuers to reconcile their financial statements
from IFRS to U.S. GAAP and they have continued reaffirm their
commitment to convergence. With the fast pace of the convergence
project, understanding the differences between IFRS and U.S. GAAP
is becoming more important for businesses of all sizes. This course
outlines some of the major differences between IFRS and U.S. GAAP.
PREREQUISITE: Experience in financial reporting
AUDIENCE: CPAs and analysts in industry and practice who manage
financial accounting and reporting and auditors (staff through partner)
SOURCE: AICPA
LEVEL: Basic
Introduction to Information Security for CPAs
DATE: 7/14/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CISA, CIA, CFE, CQA, DBA, PMP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: This course introduces CPAs to the issues they are likely
to face in helping organization’s secure their information. Recent
examples and case studies will be included to help participants
learn to identify risks and anticipate threats.
AUDIENCE: Practitioners and staff interested in learning the basics
of information security and providing services to their clients or
organization
SOURCE: James C. Schaefer
LEVEL: Basic
New FASB Developments for Business and Industry
DATE: 5/24/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Daniel W. Bradley, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: CPAs in corporate management will benefit from this
course covering recent FASB, AcSEC and EITF pronouncements.
Gain expertise from a high-level approach to financial reporting
issues backed by detailed descriptions and examples of the
implementation of new standards. Your training will guide you in
assessing recent FASB and AICPA standards that have a major
effect on all industries and provide an understanding of the latest
pronouncements and exposure drafts to enable you to develop
implementation strategies.
PREREQUISITE: Experience in financial reporting
AUDIENCE: CPAs, controllers, internal auditors and other managementlevel
accounting personnel within industry and educators
SOURCE: AICPA
Preparing Tax Basis Financial Statements:
A Private Company GAAP Alternative
DATE: 12/20/2011
INSTRUCTOR: Michael J. Morgan, CPA
LOCATION: Marriott East, Indianapolis
LEVEL: Intermediate
TIME: 1-4:30 p.m.
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: The most frequent application of OCBOA is to prepare tax
basis statements for tax entities. This course is a great way to brush
up on the current standards and identify key issues in preparing
and reporting on tax basis financial statements. The course covers
the whole spectrum of tax basis financial statements: accounting,
financial statements and disclosures. Special tax entities (S Corps
and partnerships) are also examined. At last, an accounting course
even a tax practitioner can love.
PREREQUISITE: Experience in financial statement preparation and/or
tax returns; previous OCBOA experience is helpful
AUDIENCE: Corporate CPAs as well as public auditors and tax staff
preparing and reporting on tax basis financial statements
SOURCE: AICPA
LEVEL: Intermediate
Purchasing, Inventory and Cash Disbursements:
Common Frauds and Internal Controls
DATE: 9/12/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: William I. Eskin, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Purchasing and cash disbursements are common targets
for fraud in any entity’s environment. While business owners and
managers are aware that internal controls seem to be very important,
they often don’t know whether the entity’s system is adequate.
While CPAs instinctively know that internal controls are important
and necessary, it is sometimes difficult to effectively communicate
this with business owners. Focus on common frauds and internal
controls over the purchasing and cash disbursements processes.
Hone in on smaller businesses and nonprofit entities where cost/
benefit analysis is extremely important and fraud is more likely to
occur. Learn how to efficiently analyze controls to ensure you’re
getting the “biggest bang for your buck” when considering a control
to implement and/or test.
AUDIENCE: Business owners, managers, supervisors, CPAs and auditors
SOURCE: AICPA
LEVEL: Basic
42 2011-2012

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Quick Close Workshop: Could You; Should You, Close in
One Day
DATE: 11/18/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Jay Giannantonio, CPA, CIA, MBA
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
DATE: 11/29/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: John L. Daly, CPA, CMA, CPIM, MBA
LOCATION: Grand Wayne Center, Fort Wayne
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: Surveys show that the average North American company
completes their monthly financial statement closing in five days.
Some companies are able to close their books in one day or less.
Yet, many financial managers who are pressured to shorten financial
statement preparation time sacrifice accuracy by making estimates
that are nothing more than an educated guess. This workshop will
provide attendees with methods to prepare financial information
faster, better and cheaper.
AUDIENCE: Controllers and CFOs
SOURCE: Executive Education, Inc.
LEVEL: Intermediate
Revenue and Cash Receipts: Common Frauds and
Internal Controls
DATE: 9/12/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: William I. Eskin, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Revenue and cash receipts are two critical areas that
require strong controls to prevent intentional fraud or unintentional
misstatements. While there is well-publicized fraud in these areas in
larger companies, it also occurs in smaller businesses and nonprofit
entities. A sound system of internal controls is needed to help
prevent fraud occurrence. All too often, a “one-size-fits-all” system
is put in place without considering the uniqueness of each entity. It
is crucial that an internal control system is tailored so that the areas
of greatest risk receive the most attention.
AUDIENCE: Business owners, managers, supervisors, CPAs and auditors
SOURCE: AICPA
LEVEL: Basic
NEW
Revenue Recognition: Getting the New Standard Right
DATE: 9/29/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 11/22/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: Grand Wayne Center, Fort Wayne
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Revenue recognition has been the cause of audit failures
and the focus of corporate abuse and fraud for many years. The new
standard on revenue recognition, currently expected to be issued in
the first half of 2011, is intended to improve the financial reporting
of revenues. This course will provide a CPA with the tools to better
understand how to work with the new concepts and principles of
revenue recognition. In addition, through practical examples, this
course will assist you in avoiding revenue recognition traps.
PREREQUISITE: Experience in financial accounting and reporting
AUDIENCE: CPA firm experienced audit seniors and managers and
industry CPAs with substantial financial accounting experience
SOURCE: AICPA
LEVEL: Intermediate
Risk Assessment and Audit Sampling: Applying the
New Audit Sampling Guide Requirements
DATE: 9/13/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Thomas E. Newell Jr., CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Learn how to determine appropriate sample sizes, select
and evaluate samples in connection with performing auditing
procedures. This course uses examples and case studies to give
experience performing and evaluating samples using several
important techniques such as attribute sampling for controls testing
and Monetary Unit Sampling for performing substantive tests. You will
learn the situations where various substantive sampling procedures
are the most appropriate. The use of sampling in special situations,
such as estimating amounts and in litigation support, will also be
discussed. An example of applying classical variables sampling to
an audit population will also be illustrated and explained. While the
course focus is on non-statistical methods, the statistical basis of
these methods will be used in illustrations.
AUDIENCE: CPA firm staff (and above) who perform audits and internal
auditor and other industry CPAs interested in applying sampling
techniques
SOURCE: AICPA
LEVEL: Basic
Shaping Up Your Accounting Function: Trimming the
Fat and Going Lean
DATE: 9/7/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John H. Cox, J.D.
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Eliminate waste in your accounting department by trimming
the day-to-day fat that accumulates in financial accounting processes
and become a much leaner, more efficient operation. Gain a
practical, real-world understanding of the “value stream mapping”
tool, and use it to efficiently establish and maintain a Lean accounting
function. Learn how Lean thinking and related tools and techniques
can streamline your financial, operational and managerial accounting
operations. This course will illustrate how accounting functions can
be aligned with Lean goals and Lean performance measures.
PREREQUISITE: Responsibility for planning and budgeting
AUDIENCE: Controllers, managers and others with responsibility for the
accounting function
NOTE: Bring a calculator
SOURCE: AICPA
LEVEL: Intermediate
INDIANA CPA SOCIETY
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ACCOUNTING & AUDITING
Small Business Accounting and Auditing Update
DATE: 10/6/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 10/11/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: Holiday Inn, Terre Haute
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Geared toward practitioners who provide accounting and
auditing services to small businesses, this course updates you on the
new standards in accounting, auditing, compilation and review and
other professional standards that affect small businesses and their
auditors. Cover practical applications of recent pronouncements, a
compilation and review update, the latest insights on problems of
financial statement fraud and professional ethics activities.
PREREQUISITE: Experience in accounting and auditing
AUDIENCE: CPAs who require a comprehensive review of recent
accounting and auditing pronouncements
SOURCE: AICPA
LEVEL: Update
Statement of Cash Flows: Preparation and Presentation
Options
DATE: 12/19/2011
INSTRUCTOR: Michael J. Morgan, CPA
LOCATION: Marriott East, Indianapolis
TIME: 8:30 a.m.-Noon
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Top off your knowledge of the statement of cash flows.
Review statement of cash flows preparation and presentation
options; improve cash flow analysis. Explore the requirements of
the Statement of Cash Flows guidance and related standards and
learn how to make appropriate classifications of transactions and
events. Topics covered include: cash equivalents, gross versus net
presentations, operating section presentations and more.
AUDIENCE: CPAs in public practice who advise clients about financial
presentations and managerial accountants involved in preparing
company financial reports
NOTE: Bring a calculator
SOURCE: AICPA
LEVEL: Basic
Tax, Cash and Modified Cash Basis Financial
Statements and Other Alternatives to GAAP (OCBOA)
DATE: 9/22/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gregory M. Clark, CPA, CFE, CISA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Find some “relief” from GAAP standards that are costly
to implement and incomprehensible to financial statement users.
This program will explore alternatives that permit professional
presentations that don’t cut corners but are cost efficient; illustrate
exactly what is necessary when preparing tax, cash, or modified
cash basis financial statements; provide hard to find report,
presentations and disclosure examples; and address the SSARS 19
provisions as they relate to OCBOA.
AUDIENCE: Practitioners in public practice and CPAs in industry who are
responsible for the preparation of non-public, financial statements
where OCBOA or special presentations can be beneficial
SOURCE: Loscalzo Associates
LEVEL: Basic
Tech Tools for Preventing and Detecting Fraud
DATE: 12/13/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Brian F. Tankersley, CPA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: CPAs in all walks of the profession are being called upon like
never before to prevent and detect fraud. From auditing standards
such as SAS 99 to the legal requirements of Sarbanes-Oxley to
more demanding boards of directors and management teams,
today’s requirements to prevent and detect fraud in businesses of
all sizes are unparalleled. Participants in this fast-paced and very
practical session will receive the latest guidance on how frauds
are committed and on the tools available to prevent and detect
these very costly activities. Designed for professionals in both
public accounting and private industry, this course will help you
to discover and implement leading-edge techniques for preventing
and detecting fraud. In this course, you will learn the types of fraud
being committed, who is committing these frauds, how much these
frauds cost, and some of the early warning signs associated with
fraud. More importantly, you will learn how to use leading-edge
technology tools to assist you in the ongoing fraud war. Examples of
these tools include extracting data with open database connectivity
(ODBC) queries, analyzing data for fraud in Excel and Access, key
analytical procedure techniques for detecting fraud, and how to use
fraud and audit-specific applications such as Capital Confirmation,
Active Data, IDEA, and ACL. Now is the time to learn more efficient
and effective means for reducing fraud losses and the business
risks associated with fraud.
PREREQUISITE: Fundamental knowledge of today’s requirements to
prevent and detect fraud
AUDIENCE: CPAs and financial professionals looking for practical
approaches and techniques to assist in preventing and detecting
fraud and those in public practice and private industry seeking to
minimize their exposure to fraud
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
LEVEL: Intermediate
The Loscalzo’s Answer to Frequently Asked Questions in
Accounting and Auditing
DATE: 6/14/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Rebecca M. Lee, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: This program hits the mark by reviewing real issues
and questions asked prior to the session by CPAs who are past
attendees of our seminars. The manual includes approximately 70
“live” issues dealing with accounting and disclosures, compilations,
reviews and audits. Get quick and practical solutions to issues that
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may confront you. Specific emphasis on issues associated with
variable interest entities.
PREREQUISITE: Basic audit and accounting course or experience
AUDIENCE: Practitioners in public practice who need to keep on top of
changing needs and current issues in the profession
SOURCE: Loscalzo Associates
LEVEL: Intermediate
NEW
The Top Ten Fraud Schemes: How to Detect and Prevent
Them
DATE: 10/3/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Glenn L. Helms, CPA, CFF, CIA, CISA, CITP, Ph.D.
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 10/4/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Glenn L. Helms, CPA, CFF, CIA, CISA, CITP, Ph.D.
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Many costly fraudulent schemes have occurred repeatedly
throughout the past several decades. Why do these material and
frequently recurring frauds succeed One reason is that business
owners, management, auditors and employees fail to recognize the
red flags that have been associated with these financial statement
and misappropriation of asset frauds. Another major reason is
that the reporting and transaction processing systems do not have
adequate controls to either prevent and/or detect these schemes.
This course will provide descriptions of how these major frauds
are perpetrated (including real-world examples) and 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.
PREREQUISITE: Experience in accounting and reporting
AUDIENCE: Business owners, managers, supervisors, employees,
CPAs and auditors
SOURCE: AICPA
LEVEL: Intermediate
Tips on How to Review Documentation Effectively
DATE: 12/13/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gregory M. Clark, CPA, CFE, CISA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Cut down review time by understanding the documentation
issues caused by SSARS, SAS 103 (redrafted), and the Risk
Assessment SASs; learning tips on how to quickly catch problems
and motivate staff to correct them; and motivating staff to correct
documentation “deficiencies.” Through a series of interactive cases,
you will get practice with reviewing engagement files.
AUDIENCE: The in-charge CPA responsible for supervising the
engagement
SOURCE: Loscalzo Associates
LEVEL: Basic
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2011 Guide to Practical Business Law for
Engagements
DATE: 12/5/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Benjamin Wright, Esq.
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $305 | NONMEMBER: $449
Consulting &
Management
OVERVIEW: A CPA routinely encounters legal questions applicable to
either the client or the firm. This course is full of tips, best practices
and recent developments from a seasoned lawyer.
AUDIENCE: Partners, firm counsels, general counsels, business owners
and CFOs
SOURCE: Gary Zeune & Associates
LEVEL: Advanced
Advanced Controller and CFO Skills
DATE: 8/29/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Curtis J. Quickel, CPA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 8/30/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Curtis J. Quickel, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: If you want to be secure in your position as the “financial
sheriff,” you must be able to document your worth to the company’s
leaders by exhibiting the advanced skills that help you add value
and contribute to the success of the organization. In this advanced
course, you will experience the 10 critical skills that add value to your
company and boost your career, so you quickly move to the next level
of accomplishment. Learn how to translate your firm’s strategies with
key performance. Improve your skills in the five key areas needed
for success. Align your firm’s strategies with your internal reporting
system and become an advocate for your team as you become a
powerful agent of change.
PREREQUISITE: Basic or Beginning Controllers course in lieu of
experience
AUDIENCE: Controllers and CFOs with at least four years of experience
and the desire two expand in their role
SOURCE: AICPA
LEVEL: Advanced
AICPA’s Annual Update for Controllers
DATE: 10/19/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Vincent Flynn, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 10/20/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Vincent Flynn, CPA
LOCATION: Century Center, South Bend
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Let us bring you up-to-date on the latest trends in accounting,
corporate finance, treasury management and business systems. Learn
all about leading-edge topics in managerial accounting and finance
in a session that is packed with useful tips and how-to guidance that
you can apply immediately. More than half of the material is new
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every year, and existing topics are updated for new approaches in
implementation or application.
PREREQUISITE: Experience in financial management of a small or midsize
company
AUDIENCE: Owners, controllers, treasurers, financial officers and other
financial managers
SOURCE: AICPA
LEVEL: Update
NEW
AICPA’s Controllership: 25 Critical Lessons from the
Trenches
DATE: 12/6/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Tired of CPE that has no practical application Put into
practice 25 practical tools that will improve your daily job performance
in the controllership area. This course focuses on the practical skills
required to be a successful controller and to enhance the profitability
of any growing company. You will learn how to shift from a reactive to
a proactive mode of operation as well as how to avoid the constant
crisis techniques common to many private companies. This course
also highlights various financial and managerial tools and techniques
to improve day-to-day decisions that affect business operations and
profitability.
PREREQUISITE: Experience in financial management of a medium or
small company
AUDIENCE: CFOS, controllers, managers and others with financial
responsibilities
SOURCE: AICPA
LEVEL: Intermediate
Bank Financing — Working with Banks in a Difficult
Economy
DATE: 10/13/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Daniel M. Spilman, CPA, ABV
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: This course will prepare the participant to effectively work with
and negotiate with bankers in order to finance a company. Participants
will learn how banks analyze a company’s financial condition, types
of financing appropriate at various stages in a company’s life cycle,
and techniques for dealing with banks in the current economic
environment.
AUDIENCE: Financial managers responsible for negotiating bank loans
and financing the growth of a business
SOURCE: Daniel M. Spilman
LEVEL: Intermediate
Business Communications Skills for Leaders/
Managing Others
DATE: 5/17/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Kristen B. Shingleton, CCP, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: Understanding the human resource dynamics in today’s
workplace is a key to recruitment and retention. This new course
will cover the fundamentals of communicating including how to
become a more effective communicator and how to choose the
best communication tools. In this course you will also learn how
to better manage people through coaching and training, and the
different approaches with different generations.
AUDIENCE: Managers
SOURCE: New Focus HR
LEVEL: Basic
NEW
Business Law Refresher: What Every Financial Manager
Should Know
DATE: 12/8/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: David T. Daly Sr., J.D., MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 12/9/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: David T. Daly Sr., J.D., MBA
LOCATION: Radisson Hotel at Star Plaza, Merrillville
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Today’s financial manager takes on increasingly broad
responsibilities, including those that require decisions dealing
with issues likely to attract legal scrutiny. Such law-sensitive issues
are often fast moving, outside the normal course of business and
carries high risk. A manager who can successfully navigate difficult
legal waters has a key competence. A manager who triggers legal
liability will find it casts a long shadow over a career. This session
focuses legal issues with which every upper level financial manager
should be familiar.
AUDIENCE: Those who are, or aspire to be, upper level financial managers
SOURCE: Executive Education, Inc.
LEVEL: Intermediate
Chief Financial Officer: Executive Level Skills for
Financial Managers
DATE: 11/17/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Diane D. White, CPA, CMA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 11/28/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John L. Daly, CPA, CMA, CPIM, MBA
LOCATION: Radisson Hotel at Star Plaza, Merrillville
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Being a great CPA alone will not qualify you to be a chief
financial officer. Effective CFOs are strong business people whose
knowledge goes well beyond accounting. This seminar deals with
the CFO’s role in four important aspects of running a business.
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AUDIENCE: This seminar is for people who are, or aspire to be, chief
financial officers and discussion will be primarily oriented towards
medium-sized companies
NOTE: This course includes 2 hours of A&A and 2 hours of Ethics; bring
a calculator
SOURCE: Executive Education, Inc. LEVEL: Intermediate
Controller’s Update: Latest Trends for Today’s Financial
Manager
DATE: 5/25/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James T. Lindell, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 12/20/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Anthony C. LaRusso, BA, CMA, MBA
LOCATION: Marriott East, Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Let us bring you up-to-date on the latest trends and issues
in ethics, accounting, corporate finance, treasury management and
business systems. Learn about leading-edge topics in managerial
accounting and finance in a session that is packed with tips and howto
guidance for immediate use. More than half of the material is new
every year, and existing topics are updated for new approaches in
implementation or application. Put these hot, new tips to work in your
company now.
PREREQUISITE: Experience in financial management of a small or
midsize company
AUDIENCE: Owners, controllers, treasurers, financial officers and other
financial managers
SOURCE: AICPA
LEVEL: Update
CPA’s “Four Rs” of Communicating: Talking, Listening,
Writing and Presenting
DATE: 8/25/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Holdeman, CPA, MBA
LOCATION: Radisson Hotel at Star Plaza, Merrillville
DATE: 9/19/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Holdeman, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Everyone has heard of the “three Rs: Reading, ‘Riting and
‘Rithmetic.” This course highlights the CPA’s “four Rs” that are key to
their success in communicating. A recent survey shows that at least
six hours of every 40-hour week is wasted to poor communication
between staff and managers. Of all communication, 70 to 90
percent is misunderstood. As a manager or business owner with a
seemingly endless number of projects, you can’t afford that much
error. This course was written for CPAs who are managers/owners
in industry or public practice. The techniques are practical and
relevant with activities and discussions to share best practices. The
four key areas are: avoiding conflict and costly errors by actively
listening, using the power of positive language, giving small group
presentations, and writing clear and concise correspondence that
conveys a professional image.
PREREQUISITE: Management experience in industry or public practice
AUDIENCE: CPAs and other financial professionals who are supervisors
in industry and CPA firm audit and tax staff and seniors
SOURCE: AICPA
LEVEL: Intermediate
CPA’s Guide to Improving Communication, Listening
and Writing Skills
DATE: 12/19/2011
INSTRUCTOR: John Holdeman, CPA, MBA
LOCATION: Marriott East, Indianapolis
TIME: 8:30 a.m.-Noon
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: A recent survey shows that at least six hours of every 40-
hour week is wasted to poor communication between staff and
managers. Of all communication, 70 to 90 percent is misunderstood.
As a manager or business owner with a seemingly endless number of
projects, you can’t afford that much error. This course was written for
CPAs who are managers/owners in industry or public practice. The
techniques are practical and relevant with activities and discussions
to share best practices. The three key areas are: avoiding conflict
and costly errors by actively listening, using the power of positive
language, and writing clear and concise correspondence that conveys
a professional image.
PREREQUISITE: Management experience in industry or public practice
AUDIENCE: CPAs and other financial professionals who are supervisors
in industry and CPA firm audit and tax staff and seniors
SOURCE: AICPA
LEVEL: Intermediate
NEW
Creating the Best Projections You Can: Insights and
Techniques
DATE: 11/15/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Dan Chenoweth, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: All we really know is the past, but all that really matters is
the future. How can you take the historical knowledge you have
about your company, its performance, your competitors, your
industry and the economy to help your company plan for the future
We will examine current best practices in preparing budgets and
projections and look at the critical roles of strategic planning and risk
management in developing the best projections you can.
AUDIENCE: This seminar is for those who prepare, review, evaluate and
use budgets and projections
NOTE: Bring a calculator
SOURCE: Executive Education, Inc. LEVEL: Intermediate
Critical Skills for Creating Great Budgets:
Maximizing Profits, People and Power
DATE: 9/8/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John H. Cox, J.D.
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Budgeting is both an art and a science. In this advanced
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workshop that covers both sides, learn to apply leading-edge tools
and methods to make your planning process more strategic and
your budget process more flexible. Your budget should not lead
to “turf” wars over precious and scarce resources. Learn to build
a set of decision-making processes early to make smart allocation
choices that benefit your entire organization. Also explore ways to
have your planning and budget processes work to increase the
potential for higher earnings.
PREREQUISITE: At least two years experience preparing budgeting and
conducting planning
AUDIENCE: Owners, CFOs, controllers, financial officers and budget
managers
SOURCE: AICPA
LEVEL: Intermediate
Current Practice Issues and Solutions in Audits of
Employee Benefit Plans
DATE: 6/9/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gregory M. Clark, CPA, CFE, CISA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Employee benefit plan audits continue to present a myriad
of practice issues and risks that practitioners must address. This
advanced course will give you the skills to identify and address
difficult and complex accounting, audit and financial reporting
issues, stay current on ongoing regulatory initiatives, and effectively
document required auditing procedures.
PREREQUISITE: Experience in conducting audits of employee benefit plans
AUDIENCE: Practitioners in public accounting firms that audit employee
benefit plans
SOURCE: Loscalzo Associates
LEVEL: Intermediate/Advanced
Decision-Making Tips, Tools and Techniques for Today’s
Financial Environment
DATE: 5/24/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James T. Lindell, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: CPAs and all financial professionals are required to
take an active, if not leadership, role in numerous activities for
their organizations. This course introduces analytical tools and
techniques to assist in routine and non-routine situations. These
include: identifying and addressing structural blockages to decisionmaking;
data management; providing information and analysis; and
improving budgeting, forecasting and operations. The course was
developed to address the problem highlighted by the old saying, “If
the only tool you own is a hammer, all problems look like a nail.”
Today’s fast-paced, global environment requires the knowledge of
available techniques, including when and how to use them.
PREREQUISITE: Experience in finance, operations or accounting
AUDIENCE: Financial and non-financial professionals participating
in improving the decision-making process, internal operations,
budgeting and forecasting in their organizations
OURCE: AICPA
LEVEL: Intermediate
Designing an All-Weather Portfolio for Your
Retirement Funds
DATE: 10/5/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Mark Dahlenburg, AIF, ChFC, CLU, LUTCF, PPC, RFC
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: To help CPAs address investment planning and mutual
fund selection issues either for their clients, employers, or personal
investments.
PREREQUISITE: Basic knowledge and/or experience
AUDIENCE: The CPA who provides investment and financial planning
advice to their clients or any CPA who wants to learn more about
investment concepts
SOURCE: Financial Planning Consultants, Inc. LEVEL: Basic
Doing More with Less: Lean Accounting and
Management
DATE: 5/25/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James T. Lindell, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: You can do more with less! Learn to minimize waste and
create wealth in your organization through a lean accounting and
management approach that improves profitability by streamlining
operations. Provide customer value through target-costing and
eliminate waste through value-stream management. Those in
both manufacturing and service industries can benefit from the
techniques presented in this course.
PREREQUISITE: Management responsibility in finance, operations or
planning
AUDIENCE: Industry CPAs in middle and upper management positions
as well as public practitioners responsible for the performance,
productivity and profitability of their organizations
SOURCE: AICPA
LEVEL: Advanced
Employee Engagement
DATE: 5/17/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Kristen B. Shingleton, CCP, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: Learn how to keep your employees engaged in today’s
ever-changing workplace. This course will cover the differences
between employee engagement and employee satisfaction, barriers
to success, how to measure engagement, and developing a business
case for flexible work arrangements.
AUDIENCE: Managers, Human Resource
SOURCE: New Focus HR
LEVEL: Basic
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NEW
Enhancing the Success of Your Organization with a
Winning Culture
DATE: 12/21/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Anthony C. LaRusso, BA, CMA, MBA
LOCATION: Marriott East, Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: In this period of global competition and rapid change,
world-class organizations have learned two crucial things needed
for success: excellent customer service and maximum efficiency.
The most successful organizations have effectively established
cultures where all employees are committed to these dual tasks:
giving customers the ultimate in service and accomplishing this in
the most efficient manner. Gain an understanding of organizational
cultures and how to promote the team culture for maximum
customer service and efficiency. Learn detailed suggestions and
models on how to change culture and formulate the winning culture
both within the finance function and the entire organization.
PREREQUISITE: Owners, controllers, treasurers, financial officers and
other financial managers in organizations with less than $250
million in sales
SOURCE: AICPA
LEVEL: Intermediate
Essentials Skills for the Survival and Growth of Your
Organization
DATE: 12/21/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Anthony C. LaRusso, BA, CMA, MBA
LOCATION: Marriott East, Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Existing skills are becoming obsolete at an accelerating
rate. Many management systems were designed to meet the needs
of a more stable industrial environment that experienced only
incremental changes. Obviously, these are ill-equipped for today.
Gone are days when the financial staff were primarily viewed as
the gatekeepers of the organization — responsible for counting/
calculating results and providing a series of reports. The rate of
change in the responsibilities of the finance group has, and will
continue, to accelerate faster than available resources. This will
require non-traditional skills such as establishing an innovative
environment, managing financial and cultural issues, as well as
leading efforts to continuously improve the organization’s competitive
position. A series of specific methods and techniques designed to
have an immediate and long-term impact on the bottom line are
identified and discussed.
PREREQUISITE: Management experience in accounting, finance or
operations
AUDIENCE: Owners, controllers, treasurers, financial officers and other
financial managers in companies or divisions with less than $250
million in sales
SOURCE: AICPA
LEVEL: Intermediate
Financial Leadership 2011
DATE: 9/27/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jack Park, CPA, CSP, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Today’s financial leaders must help organizations create
value, not simply measure it. Financial people play key roles in
transforming visions and strategies into action programs at every
level of the organization. This seminar deals primarily with practical
day-to-day leadership applications, not broad theoretical concepts.
It provides valuable insight into improving financial leadership
abilities, both within and outside of the financial function.
AUDIENCE: CPAs at all levels who want to improve their leadership
and coaching skills and improve their abilities to add value to the
organization
SOURCE: Financial Insights
LEVEL: Basic
Financial Leadership: How to Create and Deliver Value
DATE: 12/21/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: John L. Daly, CPA, CMA, CPIM, MBA
LOCATION: Century Center, South Bend
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: The Financial Manager’s role has expanded dramatically in
recent years to include a role in creating the organization’s strategy
as well as driving the changes necessary to implement that strategy.
This seminar will provide ideas, skills and confidence to help you
make the transition from “Value Preserver” to “Value Creator.”
AUDIENCE: CFOs, controllers and other seasoned financial managers
SOURCE: Executive Education, Inc. LEVEL: Intermediate/Advanced
Financial Modeling — Financial Statement and Cash
Flow Forecasting
DATE: 10/20/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Daniel M. Spilman, CPA, ABV
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: This course will provide the participants with the tools necessary
to develop and analyze financial models to forecast a company’s longterm
financial condition and short-term flow requirements.
PREREQUISITE: “Bank Financing — Working with Banks in a Difficult
Economy” is recommended (offered 10/13/2011)
AUDIENCE: Financial managers responsible for planning and financing
the working capital and long-term capital requirements of their
organizations
SOURCE: Daniel M. Spilman
LEVEL: Intermediate
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Guide to Controller to CFO: 11 Skills to Make the Trip
DATE: 12/28/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gary D. Zeune, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $305 | NONMEMBER: $449
OVERVIEW: Transform yourself into a top-notch CFO. You will learn
how to use business intelligence to build the bottom line, cultivate
finance talent from the bottom up and how failure to identify
disruptive technologies can bankrupt your entity.
AUDIENCE: Practitioners, controllers, CFOs, CEOs and business owners
SOURCE: Gary Zeune & Associates LEVEL: Advanced
How to Identify, Explain and Present Pertinent
Financial Information to Non-Accountants
DATE: 11/7/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jack Park, CPA, CSP, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: This course is a high-impact interactive program, loaded with
practical ideas and techniques to help non-accounting associates and
clients better understand their businesses and make better decisions.
Financial information is one of management’s most useful tools, yet far
too many non-accountants are unable to read financial reports and use
this information to enhance performance. They frequently “smother in
detail and crave for knowledge.” This program is especially beneficial
with today’s emphasis upon streamlining operations, teambuilding and
employee involvement, where responsibility, authority and decisionmaking
are shifting to lower organization levels.
AUDIENCE: CPAs who want to enhance their skills and abilities to
explain financial information to non-accountants, and feel more
comfortable making presentations
NOTE: Bring a calculator
SOURCE: Financial Insights
LEVEL: Basic
Internal Control Essentials for Financial Managers,
CPAs and Auditors
DATE: 11/22/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Many managers, supervisors and CPAs in business, government
or nonprofits are not able to identify their departmental policies and
procedures that function as the primary controls against errors and fraud.
Alternately, auditors performing field work may be confused about how
to interpret and evaluate management’s documentation of accounting
processes and controls. Neither party may truly understand how their
duties differ. This course gives participants a solid understanding of
systems and control documentation. After an overview of the latest
COSO guidance on the components and principles of effective internal
control, this course introduces participants to basic tools used to
document an accounting process. Participants then identify the risks
of errors and fraud in the accounting system and the presence (or
absence) of compensating controls. Finally, participants will practice
identifying key controls and control weaknesses.
PREREQUISITE: Experience with transaction workflows
AUDIENCE: Managers, supervisors, CPAs and others with duties critical to
the system of internal control in business, government or nonprofits;
members of SOX 404 internal control assessment teams; and auditors
SOURCE: AICPA
LEVEL: Basic
Introduction to Business Valuation
DATE: 9/16/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: This course is an introductory business valuation course for the
individual that knows nothing or very little about business valuation. It
introduces the participant to business valuation concepts, theory and
application. This course can help determine if business valuation is
for you. Interwoven in this course is a case study analysis of a small
restaurant, so you can see how an actual valuation is done.
AUDIENCE: Anyone who knows little about business valuation but wants
to learn more
SOURCE: AICPA
LEVEL: Basic
Investment and Retirement Strategies for
Uncertain Times
DATE: 10/28/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Mark Dahlenburg, AIF, ChFC, CLU, LUTCF, PPC, RFC
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: To assist the attendee in avoiding the many pitfalls commonly
made by investors by building or modifying their investment portfolio
and retirement plan while factoring in risk, diversification and taxplanning
strategies, and today’s unique market conditions.
PREREQUISITE: Basic knowledge and/or experience
AUDIENCE: The CPA practitioner and the individual investor who
is concerned about his retirement plan and the appropriate
investment strategies given today’s uncertain investment climate
SOURCE: Financial Planning Consultants, Inc. LEVEL: Basic
Lean Accounting and Management:
Improving Profitability by Streamlining Operations
DATE: 9/9/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John H. Cox, J.D.
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Today, you must do more with less. But can smaller be better
Does it take your company longer than senior management would like
to deal with change or react to market and economic conditions With
new skills and strategies, improve the accounting and management
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of your company. Take home a blueprint that can immediately
bring success. Minimize waste and create wealth through a Lean
accounting and management approach that improves profitability by
streamlining operations. Combine management, accounting, control
and performance measurement methods to support leaner operations
that sustain a leaner organization over the long term. Develop an action
plan for accomplishing this transition. Those in both manufacturing
and service industries will benefit from this course.
PREREQUISITE: Management responsibility in finance, operations or
planning
AUDIENCE: Industry CPAs in middle- and upper-management positions,
as well as public practitioners responsible for the performance,
productivity and profitability of their organizations
SOURCE: AICPA
LEVEL: Advanced
NEW
Mastering the Applications of Budgeting While Side
Stepping the Pitfalls
DATE: 9/28/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Holdeman, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: This innovative course brings to life the practical application
of real-world planning and budgeting and help you avoid the pitfalls
within the budgeting process. Much of a company’s budgeting process
is often fraught with inefficiencies and problems that if not addressed
will recur and lead to significant budgeting problems. This course
identifies the most troublesome areas and explains how to recognize
and circumvent them. By avoiding these pitfalls, the company will have
a fiscally prudent, predictable, and well-conceived budgeting process.
PREREQUISITE: Experience in planning and budget preparation
AUDIENCE: Owners, CFOs, controllers, financial officers and others with
knowledge and expertise in budgeting who need to know how to
make their existing budgeting processes work better and smoother
SOURCE: AICPA
LEVEL: Intermediate
Metrics Management: Choose and Use Key
Performance Indicators
DATE: 11/18/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Diane D. White, CPA, CMA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 12/20/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John L. Daly, CPA, CMA, CPIM, MBA
LOCATION: Century Center, South Bend
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Corporate financial managers have long struggled to drive
results through their financial planning and control processes.
This seminar will show how to build a framework for performance
management, linking the company’s high-level strategic objectives
to performance metrics at the individual cost center or profit center
level. This session will focus on how to move the dials on
every executive’s dashboard.
AUDIENCE: Those who are, or aspire to be, upper level financial
managers
SOURCE: Executive Education, Inc.
LEVEL: Intermediate
Negotiating Skills for Finance Professionals: Get What
you Want When You Want It
DATE: 8/16/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Holdeman, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: The ability to negotiate is not something people are born
with — it is a skill that grows with practice. Negotiating is not
compromising nor creating a win/lose outcome. In this interactive
workshop, discover that you are better able to negotiate for what you
want when you want it by knowing the four critical skills of P.A.R.C.
Negotiate your way through any situation — buying a building, hiring
someone, dealing with a difficult employee or managing resource
allotments at budget time.
PREREQUISITE: Experience in financial management
AUDIENCE: CPAs and other professionals that desire to improve their
own negotiating skills
SOURCE: AICPA
LEVEL: Intermediate
NEW
Non-Profit Financial Management: Critical
Competencies, Knowledge and Tools
DATE: 11/16/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Diane D. White, CPA, CMA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Nonprofits can be large, complex, global-scope business
entities with high public visibility, challenging external reporting, tax
compliance issues, and significant demand for internal management
information. This seminar focuses on tools to deliver strategy based,
action-oriented, decision-useful management accounting and
reporting services to the widely diverse business entities comprising
today’s vibrant, thoroughly modern nonprofit business sector.
PREREQUISITE: General knowledge of nonprofit business and financial
conventions
AUDIENCE: Controllers and CFOs
SOURCE: Executive Education, Inc.
LEVEL: Intermediate
Only Financial Officer: Skills for Smaller Company
Financial Managers
DATE: 12/9/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Scott A. Arnold, CPA, CMA, MBA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 12/19/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John L. Daly, CPA, CMA, CPIM, MBA
LOCATION: Century Center, South Bend
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: The title “Chief Financial Officer” is not an accurate
description of what many financial managers do because the word
“chief” implies that the company has more than one. This seminar
covers four major topics of importance to the financial manager
who must do it all. We have designed Only Financial Officer to give
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financial managers in small to medium-sized companies the highlevel
skills needed to act as a member of top management.
AUDIENCE: For people who are the only degreed accountant in small
to medium-sized companies
NOTE: Bring a calculator
SOURCE: Executive Education, Inc.
LEVEL: Intermediate
Performance Analysis: Identify Profit Improvement
Opportunities
DATE: 12/16/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jay Giannantonio, CPA, CIA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Discover ways to make your company more profitable. This fastpaced,
interactive seminar will teach you how to use operational auditing
and performance analysis techniques to identify and implement cost
saving opportunities through process reviews. This course will make
the experienced financial manager and the professional operational
auditor more efficient and value-added in their respective fields.
AUDIENCE: Controllers, cost accountants, internal auditors and other
corporate financial managers
NOTE: Bring a calculator
SOURCE: Executive Education, Inc.
LEVEL: Intermediate
Plug Your Profit Leaks: Ways to Significantly
Save Time and Money
DATE: 10/7/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Holdeman, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: This hands-on workshop gives you specific ways to
immediately impact an organization’s bottom line. These proven
techniques for plugging the most overlooked profit leaks come from
specific strategies for lowering costs, improving productivity or gaining
efficiencies. Explore the different methods in-depth to see how easy
they are to implement and make a huge bottom-line impact.
PREREQUISITE: At least two years experience in financial management
AUDIENCE: Any employee whose job is to search for profit leaks or who
is involved in improving his or her own work processes
SOURCE: AICPA
LEVEL: Intermediate
Six Critical Steps to Managing Your Wealth
DATE: 10/5/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Mark Dahlenburg, AIF, ChFC, CLU, LUTCF, PPC, RFC
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: The objective of this class is to provide the attendee with a
comprehensive overview of the critical steps that must be applied
in accumulating and managing your wealth and aligning this wealth
to your specific financial goals.
PREREQUISITE: Intermediate knowledge and/or experience
AUDIENCE: The individual investor, as well as the CPA practitioner, that
is looking for a methodical approach to maximizing the attainment
of one’s personal financial goals
SOURCE: Financial Planning Consultants, Inc. LEVEL: Basic
Taking Planning and Budgeting to a Higher Level:
Critical Skills to Make the Trip
DATE: 5/24/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: James T. Lindell, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 12/19/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: John Holdeman, CPA, MBA
LOCATION: Marriott East, Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Budgeting is both an art and a science. Learn how to apply
leading-edge tools and methods to make your planning process
more strategic and your budget process more flexible. Your budget
should not lead to “turf” wars over precious and scarce resources.
Learn how to build a set of decision-making processes early and
how to use them to make smart allocation choices that benefit the
entire organization. Have your planning and budget processes work
to increase higher-earning potential.
PREREQUISITE: At least two years experience preparing budgeting and
conducting planning
AUDIENCE: Owners, CFOs, controllers, financial officers and budget
managers
SOURCE: AICPA
LEVEL: Intermediate
That’s Not What I Said! — Effective Workplace
Communication
DATE: 12/14/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Kelly J. Watkins, MBA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 12/15/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Kelly J. Watkins, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: How you communicate with bosses, subordinates, colleagues,
clients and the opposite gender can make or break your career! You
have taken all of the technical education courses to be successful
in auditing, tax and consulting, but your boss passed you over
because you are not taken seriously. What’s missing It’s probably
your communication skills. See how blending a mix of communication
styles can turn communication breakdowns into breakthroughs. Learn
how to speak so that you are heard and listen so you understand the
real message. Discover how to open lines of communication, conduct
productive meetings, make persuasive presentations and more.
PREREQUISITE: Supervisory responsibilities
AUDIENCE: CPAs and financial professionals responsible for supervising
personnel in business and government and CPA firm audit and tax
seniors
SOURCE: AICPA
LEVEL: Basic
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The Leadership Secrets of Football’s Master Coaches
DATE: 11/8/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jack Park, CPA, CSP, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 11/9/2011
INSTRUCTOR: Jack Park, CPA, CSP, MBA
LOCATION: Century Center, South Bend
TIME: 8:30 a.m.-4:30 p.m.
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: There are multiple common threads between championship
football teams and high performance organizations. Many of the highimpact
strategies of America’s most successful football coaches can be
adapted to improve an organization’s performance. Successes on the
gridiron and in the boardroom are often enhanced by similar tactics.
Coaches who have risen to master status and CPAs who consistently
add value for their clients and organizations, have at least three things
in common. They developed skills and abilities in these categories:
think and perform strategically, actively lead and manage operations
and effectively develop resources. Coach Vince Lombardi transformed
the lowly Green Bay Packers into world champions in just three
seasons. Lombardi’s leadership model for crafting high performance
organizations has become legendary. Coach Bill Walsh led the San
Francisco 49ers to three Super Bowl championships during the 1980s.
Business leaders have found Walsh’s “Find the Winning Edge” system
to be very effective in helping them grow their organizations. This CPE
program will focus less on “what” coaches like Lombardi and Walsh
accomplished, and more on “how” they and other master coaches led
their people to extraordinary levels of success. Each presentation is
customized to include philosophies, reflections, and quotations from
successful football coaches in the local state.
AUDIENCE: CPAs at all levels who want to improve their leadership
and coaching skills and improve their abilities to add value to the
organization
SOURCE: Financial Insights
LEVEL: Basic
Thirty-Plus Practical Tools and Techniques for Making
Your Key Financial Decisions
DATE: 12/7/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Holdeman, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
AUDIENCE: Financial and non-financial professionals participating
in improving the decision-making process, internal operations,
budgeting and forecasting, allocation of capital funds and/or the
acquisition or divestiture of assets/businesses
SOURCE: AICPA
LEVEL: Intermediate
Time Mastery for CPAs: Over 100 Ways to Maximize Your
Productivity and Satisfaction
DATE: 9/30/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Frank Sanitate, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: You don’t ever again have to say, “Gee, what happened
to my time today.” You can not only gain control over your space,
your schedule, your priorities and your life; you can do it with grace
and ease. This workshop can change your life. This workshop will
enable you to: eliminate time stress; get over 100 practical ideas;
create a balance between your work life and personal life; and work
with greater productivity and satisfaction.
AUDIENCE: CPAs in public practice and industry
SOURCE: Frank Sanitate and Assoc.
LEVEL: Basic
Triple Your Memory and Confidence, and Halve Your
Stress
DATE: 8/29/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jonathan Robinson, MA, MFCC
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: CPAs are no longer just “bean counters.” In order to be
successful, they have to be able to learn faster, feel confident
working in difficult situations, and overcome stress efficiently and
effectively. Fortunately, each of these skills can be quickly learned
in a single day. Using the latest “inner technology,” participants will
be guided in powerful and practical ways to triple their reading and
memorization ability, become immediately confident, and let go of
stress in as little as six seconds.
AUDIENCE: CPAs in public practice and industry
SOURCE: Frank Sanitate and Assoc.
LEVEL: Basic
OVERVIEW: CPAs and all financial professionals are required to take
an active, if not leadership, role in numerous activities for their
organizations. This course introduces and explores analytical tools
and techniques to assist in routine and non-routine situations. These
include: identifying and addressing structural blockages to decisionmaking;
data management; providing information and analysis;
improving operations; model building; designing tests; valuing
and financing acquisitions and divestitures; as well as evaluating
capital programs and other long-term investments. The course was
developed to address the problem highlighted by the old saying “If
the only tool you own is a hammer, all problems look like a nail.”
Today’s fast-paced, global environment requires the knowledge of
available techniques, including when and how to use them.
PREREQUISITE: Experience in finance, operations or accounting
54 2011-2012

ETHICS
Cases in Corporate Ethics: Discussion of Real Life
Conflicts
DATE: 11/29/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: John L. Daly, CPA, CMA, CPIM, MBA
LOCATION: Grand Wayne Center, Fort Wayne
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
Ethics
OVERVIEW: Anyone who has ever attended a lecture-format ethics
seminar knows that there is a better way. “Cases in Corporate
Ethics” provides an opportunity for lively group discussion of actual
real world ethical dilemmas. “Cases in Corporate Ethics” examines
eight cases drawn from real-life business conflicts involving
corporate financial managers.
AUDIENCE: Corporate financial managers
SOURCE: Executive Education, Inc.
LEVEL: Intermediate
NEW
Ethics in the Real World: Living Values for Today
DATE: 11/15/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Dan Chenoweth, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 11/18/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Jay Giannantonio, CPA, CIA, MBA
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: Business ethics is no longer just something “nice to do”
but can mean the difference between success, failure and survival
in today’s increasingly competitive environment. This seminar
outlines eight steps to create an ethical business environment
and provides specific ways for financial managers to make better
ethical decisions.
AUDIENCE: Corporate financial managers
SOURCE: Executive Education, Inc.
LEVEL: Intermediate
Ethics in Turbulent Times: How the World is Changing
for Financial Managers
DATE: 12/21/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: John L. Daly, CPA, CMA, CPIM, MBA
LOCATION: Century Center, South Bend
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: The Great Financial Meltdown of 2008 forever changed our
perceptions of trust and ethics. Its effects and those of continuing
economic turbulence have created challenging times. This seminar
will give you a better understanding of how the business world
has changed in this Age of Turbulence and what it means for the
accounting profession and corporate financial managers.
AUDIENCE: CFOs, controllers and other corporate financial managers
SOURCE: Executive Education, Inc.
LEVEL: Intermediate
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ETHICS
Professional Ethics Update
DATE: 6/7/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Holiday Inn, Terre Haute
DATE: 6/10/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
DATE: 6/13/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Kokomo Country Club, Kokomo
DATE: 6/13/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Horizon Convention Center, Muncie
DATE: 6/15/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 6/17/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Holiday Inn-City Centre, Lafayette
DATE: 6/21/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Bloomington Convention Center, Bloomington
DATE: 6/23/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schaefer, CPA, CFE, CIA, CISA, CQA, DBA, PMP
LOCATION: Sheraton Louisville — Riverside Hotel, Jeffersonville
DATE: 8/15/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 8/26/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Century Center, South Bend
DATE: 9/16/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Hillcrest Country Club, Batesville
DATE: 9/30/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Radisson Hotel at Star Plaza, Merrillville
CPE: 4 | MEMBER: $99 | NONMEMBER: $225
OVERVIEW: This revised and expanded 4-hour course reviews the
AICPA Code of Professional Conduct, the latest developments in
independence and legal liability, and responsibilities to clients as
well as non-CPA ownership. Case studies are also included. This
course fulfills the ethics requirement for Indiana’s three-year
reporting period requirement.
AUDIENCE: Any CPA who needs ethics for the current reporting period
SOURCE: Indiana CPA Society
LEVEL: Update
Real World Business Ethics: A Case Study Approach
DATE: 12/20/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Anthony C. LaRusso, BA, CMA, MBA
LOCATION: Marriott East, Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Don’t be caught off guard by an ethics investigation. Adopt
a proactive, risk-avoidant stance by side-stepping common pitfalls
and taking alternative courses of action. To learn how, examine case
studies based on real-life litigation and administrative proceedings
involving CPAs in public practice and industry. Explore ethical
issues in the context of actual proceedings that were resolved
both in favor of and against accounting and auditing professionals.
Achieve a new sense of appreciation for the difficulties faced by
every financial professional and a heightened sensitivity for the
types of ethical dilemmas you could face in the future.
AUDIENCE: CPAs in industry and practice who manage financial
accounting and reporting and CPAs in public practice who audit
both private and publicly held companies
SOURCE: AICPA
LEVEL: Intermediate
Real-World Business Ethics for CPAs in A&A: How Will
You React
DATE: 12/19/2011
INSTRUCTOR: Michael J. Morgan, CPA
LOCATION: Marriott East, Indianapolis
TIME: 1-4:30 p.m.
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: This course provides case studies drawn from real-life
situations involving CPAs in accounting and auditing practices.
Take a proactive, risk-avoidant stance by pointing out common
pitfalls and presenting alternative courses of action. Explore ethical
issues in the context of actual regulatory and court proceedings
that were resolved both in favor of and against A&A professionals
in public practice. Gain insight by placing yourself in situations
that require application and understanding of relevant ethical
considerations. Consider real-world A&A cases that deal with
professional responsibilities of engagement and engagement quality
review partners, managers and staff in the context of key A&A
ethical matters such as: independence; permitted and prohibited
services; earnings management issues; records management; and
client confidentiality. You’ll consider these issues in relation to key
A&A topics faced by every business and their professionals, such
as revenue recognition, materiality, controls and procedures, and
financial reporting questions or failures.
PREREQUISITE: Experience in financial reporting
AUDIENCE: CPAs in public practice who provide financial accounting
and reporting services and CPAs in public practice who audit both
private and publicly-held companies
SOURCE: AICPA
LEVEL: Intermediate
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ETHICS
Real-World Business Ethics for CPAs in Business and
Industry: How Will You React
DATE: 5/24/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Daniel W. Bradley, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: This course provides case studies drawn from real-life
situations involving CPAs in business and industry. Take a proactive,
risk-avoidant stance by pointing out common pitfalls and presenting
alternative courses of action. Explore ethical issues encountered
by peers in business and industry from the perspectives of CFO,
controller, audit committee chair and counselor to management,
in the context of actual regulatory and court proceedings that were
resolved both in favor of and against financial managers, officers and
CPAs serving on boards of directors. Consider real-world cases that
deal with management integrity; financial reporting and disclosure
issues; financial fraud; chain-of-command and communication
issues; corporate crises; and professional responsibilities in relation
to key industry topics. Gain a renewed sense of appreciation for the
pitfalls faced by financial professionals in business and industry and
a heightened sensitivity for the types of ethical dilemmas that exist.
PREREQUISITE: Experience in financial reporting
AUDIENCE: CPAs in business and industry employed in financial
accounting and reporting functions and CPAs who are managers,
officers, board members and advisers for businesses
SOURCE: AICPA
LEVEL: Intermediate
Real-World Business Ethics for Tax Practitioners:
How Will You React
DATE: 12/21/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Steven Lustig, CPA, ABV, CFF, CVA, PFS
LOCATION: Marriott East, Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Explore case studies drawn from real-life situations involving
CPAs in tax practice. Focus on the most significant ethical issues
that face tax practitioners in today’s challenging environment and
explore alternative courses of action. From tax shelters to preparing
small business tax returns, learn about ethical issues in the context
of tax services and taking positions on tax issues that range from
“probable” to “more likely than not” to a “realistic possibility.” Gain
insight by placing yourself in situations that require application and
understanding of relevant ethical considerations and standards
established by the Service, AICPA, Circular 230 and the Code.
Consider real-world tax questions that deal with independence,
knowledge of errors in returns, advice to taxpayers, fees charged
in shelter and other transactions, and standards applicable to
uncertain tax positions, among others.
PREREQUISITE: Experience in tax reporting
AUDIENCE: CPAs in tax practice who provide services to individuals,
corporations, LLCs and partnerships and CPAs who work in tax
reporting functions for businesses of all sizes, including corporate
tax departments
SOURCE: AICPA
LEVEL: Intermediate
Indiana ad 4.875 x 7.3_Layout 1 3/1/2011 3:42 PM Page 1
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INDIANA CPA SOCIETY
57

GOVERNMENT & NOT-FOR-PROFIT
Accounting and Reporting Practices for
Not-for-Profit Organizations
DATE: 9/14/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: Radisson Hotel at Star Plaza, Merrillville
DATE: 11/28/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
Government &
Not-for-Profit
OVERVIEW: Not-for-profit accounting can be extremely complex, and if
you are to be successful, your knowledge and skills must be superior.
Learn from real-world financial statements, cases and problems
faced by CPAs with not-for-profit clients and by executives of notfor-profit
organizations. With this course, you will develop a working
knowledge of presentation requirements and choices allowed under
GAAP, as well as understand note disclosures unique to nonprofits.
You will also study statement presentation flexibility and how to
avoid common financial statement mistakes.
PREREQUISITE: Experience in nonprofit environment
AUDIENCE: Practitioners with not-for-profit clients and not-for-profit
financial managers
NOTE: Qualifies for Yellow Book, Value aid — AICPA Audit and Accounting
Guide, Not-for-Profit Entities
SOURCE: AICPA
LEVEL: Intermediate
Advanced Auditing of HUD-Assisted Projects
DATE: 11/2/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Peter B. Bell, CPA, CGFM
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Written by well-known CPAs Max Hunt and Peter Bell, this
course offers insights into compliance pitfalls for HUD-assisted
housing owners and managers. Learn to recognize and apply
the latest changes in the federally-assisted housing industry and
efficiently plan, perform and report a HUD-assisted engagement.
The course includes coverage of the Consolidated Audit Guide for
Audits of HUD Programs. You will also uncover the effects of OMB
Circular A-133 on HUD-assisted nonprofit entities.
PREREQUISITE: Completion of the AICPA course, Audits of HUD-assisted
Projects, or equivalent knowledge
AUDIENCE: CPA firm audit managers (and above) involved with the
performance of audits of HUD-assisted projects and government
auditors and HUD-assistance grantees
NOTE: Qualifies for Yellow Book, Value aid — Consolidated Audit Guide
for Audits of HUD Programs
SOURCE: AICPA
LEVEL: Advanced
Qualifies for Yellow Book = Qualifies for the 24 hour Yellow Book
requirement. Determination as to the qualification of certain courses
for the Yellow Book 24 hour requirement should be made on an
auditor specific basis depending on that auditor’s Yellow Book clients.
Note that the determination of course qualification is a matter of an
auditor’s professional judgement in consultation with appropriate
individuals in the audit firm. The 24 hours are a subset of the 80
hour requirement.
58 2011-2012

GOVERNMENT & NOT-FOR-PROFIT
Annual Update for State and Local Governments and
Not-for-Profits
DATE: 5/24/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: William C. Wagner, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 12/20/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Jeffrey Lieman, CPA
LOCATION: Marriott East, Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Catch up on the latest developments in accounting and
auditing for state and local governments and not-for-profits in a powerpacked,
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.
PREREQUISITE: Basic knowledge and experience in governmental and
not-for-profit accounting and auditing
AUDIENCE: Accounting and finance personnel responsible for accounting
and financial reporting for governments and nonprofits and auditors
of these entities
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
LEVEL: Update
Applying A-133 to Nonprofit and Governmental
Organizations
DATE: 10/12/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Does Circular A-133 have you running in circles Become
more efficient and effective at planning and performing audits in
accordance with the requirements of Circular A-133 and the Single
Audit Act Amendments. If you are involved in A-133 audits of
governmental entities or nonprofit organizations, this highly-rated
course is an absolute must-have.
PREREQUISITE: Background of not-for-profit or governmental accounting
and auditing recommended
AUDIENCE: Auditors performing A-133 engagements and internal
financial staff of governments and not-for-profit entities interacting
with auditors
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
LEVEL: Intermediate
Audits of 403(b) Plans: A Challenging New Audit Area
DATE: 6/1/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Daryl G. Krause, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: The audit of the 403(b) plan will be a new growth area
for the benefit plan auditor. Learn the similarities and differences
between the audit of a 403(b) plan in comparison to that more
familiar vehicle — the 401(k) plan. Build on what you already know
about auditing benefit plans. Gain a background on the tax rules
applicable to a 403(b) plan and develop a better understanding of
how these plans are different and how the audit procedures must
be modified. Focus on the open issues created by the first-time
audit of a benefit plan that may have been in existence for nearly
50 years and whose investments have been managed more like
individual retirement accounts than qualified plan trust accounts.
PREREQUISITE: Understanding of the audit of an employee benefit
plan, the basics of ERISA, etc.; a working knowledge of the audit
requirements of a 401(k) plan will be particularly helpful
AUDIENCE: Practitioners providing employee benefit plan audit and
accounting services, benefit plan administrators and employees
of exempt organizations with responsibility for accounting and
reporting for 403(b) plans
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
LEVEL: Intermediate
Audits of HUD-Assisted Projects
DATE: 6/7/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Peter B. Bell, CPA, CGFM
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Do your audits of HUD-assisted projects make the grade
Receive high marks when you are well-versed on HUD organizations,
programs, policies and procedures. Learn how to discern the
various audit requirements for HUD programs and how to comply
with specific HUD regulations, contracts and procedures. Plus,
review the latest developments on professional standards affecting
particular federal programs and how they affect your audits. This
course also gives you coverage of the Consolidated Audit Guide for
Audits of HUD Programs.
PREREQUISITE: Basic knowledge of auditing HUD-assisted projects
AUDIENCE: Practitioners involved with or who are considering the
performance of audits of HUD-assisted projects and government
auditors and HUD-assistance grantees
NOTE: Qualifies for Yellow Book, Value aid — Consolidated Audit Guide
for Audits of HUD Programs
SOURCE: AICPA
LEVEL: Basic
Case Studies in Complex Not-for-Profit Accounting,
Disclosure and Auditing Issues
DATE: 6/13/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Rebecca M. Lee, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: This course will delve into complex issues that not-for-profits
and their auditors face today. The literature will be discussed followed
by a case study that will provide participants with the opportunity to
explore the ways it could be handled using the literature. This module
will concentrate on organizations of moderate size and larger.
AUDIENCE: Auditors of not-for-profit organizations and CPAs working
in the not-for-profit industry
INDIANA CPA SOCIETY
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GOVERNMENT & NOT-FOR-PROFIT
NOTE: Qualifies for Yellow Book
SOURCE: Loscalzo Associates
LEVEL: Basic
Form 990: AICPA’s Answer to Unlocking the Tax
Complexities
DATE: 8/24/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: The IRS crackdown on nonprofits is continuing — are you
ready New legal traps for the organization and its officers and
directors created by the excess benefit rules make this course a
must. Find out how to deal with the very tricky 990 problems that
will confront your clients. With the more complex Form 990, not
only are CPAs required to perform numerical computations, but
they must also now answer probing IRS questions. This course
addresses tricky and potential tax-trap issues you will face. Get
practice in completing the revised 990 tax form and solving unique
filing problems. Examine the entire Form 990 family: Schedule
A, 990T, 990PF, executive compensation reporting, disclosure
requirements and guidelines for handling tough UBIT questions.
AUDIENCE: CPAs who work for nonprofits and CPA tax firm seniors
and above who advise clients on completing Form 990 and related
schedules
NOTE: Qualifies for Yellow Book, Value aid — AICPA Tax Tips
SOURCE: AICPA
LEVEL: Basic
Frequent Frauds Found in Not-for-Profits
DATE: 5/25/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: William C. Wagner, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: What are some of the common frauds that occur in notfor-profit
organizations and how could they have been avoided
Through an informative case study approach, this course illustrates
common frauds that make headlines and damage the reputations of
not-for-profit organizations. Rather than speaking generically about
fraud, this course analyzes several common frauds that occur in the
not-for-profit sector.
PREREQUISITE: Knowledge of not-for-profit sector
AUDIENCE: Auditors and financial staff of not-for-profit organizations
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
Guide to Fraud and Abuse in Government
and Nonprofits
LEVEL: Intermediate
DATE: 9/8/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Gary D. Zeune, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
OVERVIEW: Auditors are at greater risk if they miss fraud and abuse in
government and non-profits than corporations. Using current cases,
find out why government and non-profits have a higher risk of fraud
and abuse, how to detect and prevent it while protecting yourself.
AUDIENCE: Public practitioners, financial managers, controllers, CFOs,
executive directors
NOTE: Qualifies for Yellow Book
SOURCE: Gary Zeune & Associates
LEVEL: Intermediate
Nonprofit Auditing and Accounting Update
DATE: 10/14/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Michael S. Wilson, CPA, Ph.D.
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Ever have a discussion with a client or auditor regarding
a recent not-for-profit accounting or auditing development and
not have a clue regarding what they were talking about Get more
than just a clue — solve the entire case through this timely update
designed to help you understand the latest accounting and auditing
developments affecting not-for-profits.
PREREQUISITE: Knowledge of nonprofit auditing and accounting
AUDIENCE: Accounting and finance personnel responsible for
accounting and financial reporting for nonprofits and auditors of
these entities
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
LEVEL: Update
NEW
Nonprofit Accounting and Auditing: Practical Hands-on
Exercises
DATE: 5/24/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: William C. Wagner, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 12/19/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Jeffrey Lieman, CPA
LOCATION: Marriott East, Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: When flying in stormy weather, it’s nice to know the pilot
has practical hands-on experience in operating in that environment.
Professionals working for or with nonprofits also need this same type
of experience to successfully operate in the nonprofit environment.
This course provides just that on how to navigate some of the key
issues in nonprofit accounting and auditing.
PREREQUISITE: Experience in the not-for-profit environment
AUDIENCE: Not-for-profit professionals responsible for accounting and
reporting and auditors of not-for-profits
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
LEVEL: Intermediate
CPE: 8 | MEMBER: $305 | NONMEMBER: $449
60 2011-2012

GOVERNMENT & NOT-FOR-PROFIT
Not-for-Profit Accounting and Reporting: From Start to
Finish
DATE: 8/19/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Michael S. Wilson, CPA, Ph.D.
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: 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 the 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.
PREREQUISITE: Experience in the not-for-profit environment
AUDIENCE: Professionals working with or in the not-for-profit environment
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
LEVEL: Intermediate
Not-for-Profit Industry Update and Major Accounting
and Disclosure Issues
DATE: 6/30/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Rebecca M. Lee, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Not-for-profits are under more intense scrutiny than ever
before from regulators to donors. In this environment, not-for-profit
executives and their auditors must focus on the transparency in
financial reporting. This program provides a 2010 update of the issues
at the forefront of industry to assist the auditor in assessing risk. It
also includes consideration of the major accounting and disclosure
issues specific to voluntary health and welfare organizations, private
educational institutions and trade associations.
PREREQUISITE: Basic familiarity with not-for-profit accounting and auditing
AUDIENCE: Practitioners working with not-for-profit organizations in
public practice and not-for-profit industry CPAs who need to keep
on top of current accounting and disclosure requirements
NOTE: Qualifies for Yellow Book
SOURCE: Loscalzo Associates
LEVEL: Intermediate
NEW
Now I See Comprehending OMB A-133
DATE: 9/28/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: James Schmutte, CPA, DBA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Do your audit staff members really comprehend why and
what they are doing in performing OMB Circular A-133 audits Don’t
tolerate the status quo. Elevate the proficiency and efficiency of
your audit staff members by providing the core training they need
to perform OMB A-133 audits. For more experienced auditors, this
course can also serve as an excellent refresher of the key components
to A-133 auditing.
PREREQUISITE: Basic audit knowledge
AUDIENCE: Those new to the A-133 audit process and those seeking
a refresher of key elements
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
NEW
LEVEL: Basic
Running a Nonprofit Like a For-Profit Business
DATE: 9/13/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 9/22/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Martin Birr, CPA, CIA, CMA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: To succeed, a nonprofit organization must be efficient as well
as effective. The key to effectiveness and efficiency is a combination
of management and accounting. The colloquial expression “just
manage” usually means just “getting by” and “getting by” is not
good enough when there is a mission at stake. Accounting for a
mission means more than providing management with a recordkeeping
system. Accounting means measuring performance and
mission accomplishment, and even more important, transparency.
Combining some of the business world’s proven management
practices with others designed especially for the nonprofit, offers
the modern nonprofit organization a much better chance of effective
and efficient mission accomplishment. That, together with efficient
and effective accounting practices that produce quality financial
information and transparency to the public, can be a winning
combination for the nonprofit organization of the 21st century.
AUDIENCE: CPAs, auditors and consultants and nonprofit executive
directors, board members, controllers, finance and resource committee
chairs
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
LEVEL: Basic
Step by Step Guide to Compliance Auditing — A
Gateway to Efficiency
DATE: 6/29/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Rebecca M. Lee, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Peer reviewers have been given notice by the AICPA that
they should consider audits that do not meet all the requirements
listed on the A-133 Peer Review Checklist (Part A) as NOT
MEETING professional standards. Given all the changes in the 2009
GAS and A-133 Audit Guide and requirements dealing with funds
expended from the American Recovery and Reinvestment Act, this
is an important time to ensure that you are current on all the new
developments and are performing all the steps necessary to comply
with professional standards. Following a workshop step-by-step
format, this course addresses the changes to the 2009 GAS and
A-133 Audit Guide related to sampling and evaluating deviations
noted in testing. It also discusses the AICPA’s new practice aids
on internal control and the Schedule of Federal Awards, and SAS
117 on Compliance Auditing. Also discussed are the changes in
determining major programs and additional internal control and
INDIANA CPA SOCIETY
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GOVERNMENT & NOT-FOR-PROFIT
reporting requirements for entities expending funds awarded under
the American Recovery and Reinvestment Act.
PREREQUISITE: Assumed knowledge of not-for-profit and governmental
accounting and reporting, Yellow Book and OMB Circular A-133
AUDIENCE: Audit practitioners working on not-for-profit and/or public
sector clients who need audits performed in accordance with the
Yellow Book and OMB Circular A-133; also CPAs in not-for-profit
or government organizations that need a compliance audit
NOTE: Qualifies for Yellow Book
SOURCE: Loscalzo Associates
LEVEL: Basic/Intermediate
NEW
Technical Hotline Annual Update: Top 12 Governmental
and Nonprofit Accounting and Auditing Issues
DATE: 9/19/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Lynda M. Dennis, CPA, CGFO
LOCATION: Century Center, South Bend
DATE: 9/20/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Lynda M. Dennis, CPA, CGFO
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Preparers of governmental and nonprofit financial statements
and their auditors often seek advice from the AICPA’s Technical
Hotline as well as from the GASB Technical Inquiry System. The
advice they receive from these sources is high-quality and nonauthoritative
but offers viable solutions or reasonable alternatives
for accounting and auditing issues related to governmental and
nonprofit organizations. The objective of this course is to enhance
participants’ knowledge and application of professional judgment by
providing a review of the top accounting and auditing issues faced
by preparers of governmental and nonprofit financial statements
and their auditors based on calls and inquiries received by both the
AICPA and GASB over the past year.
PREREQUISITE: Experience in governmental accounting and auditing
AUDIENCE: Governmental accounting professionals; external auditors of
governmental organizations and internal auditors for governmental
organizations
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
LEVEL: Update
PREREQUISITE: Basic general audit knowledge and/or experience
AUDIENCE: Government auditors and public accountants conducting or
planning to conduct financial audits in accordance with Government
Auditing Standards
NOTE: Qualifies for Yellow Book
SOURCE: AICPA
LEVEL: Basic
NEW
The 2011 Revised Yellow Book: Government Auditing
Standards
Date: 9/9/2011
Time: 8:30 a.m. – 4:30 p.m.
Instructor: James Schmutte, CPA, DBA, MBA
Location: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | Member: $303 | Nonmember: $453
Overview: Do you perform engagements in accordance with the Yellow
Book If so, you need to know the latest about the 2011 Yellow
Book revision. Gain a working knowledge of the latest Yellow Book
standards from A to Z. Find out what stayed the same and what
changed in the 2011 revision to the Yellow Book. Truly understand
the relationship of Government Auditing Standards (a.k.a. the Yellow
Book) to the AICPA auditing standards and OMB requirements.
Audience: Government auditors and CPAs conducting or planning to
conduct audits in accordance with Government Auditing Standards
Prerequisite: Basic general audit knowledge and/or experience
Note: Qualifies for Yellow Book
Source: AICPA
Level: Basic
NEW
The 2011 Revised Yellow Book for Financial Audits
DATE: 5/25/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: William C. Wagner, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 12/19/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Jeffrey Lieman, CPA
LOCATION: Marriott East, Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Do you perform financial audits in accordance with the
Yellow Book If so, you need to know the latest about the 2011 Yellow
Book revision. Find out what stayed the same and what changed in
the latest revision to the Yellow Book. This course does not address
attestation engagements or performance audits conducted in
accordance with the Yellow Book.
62 2011-2012

SPECIALIZED KNOWLEDGE
NEW
Access Jumpstart
DATE: 10/31/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Patricia McCarthy, MOUS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
Specialized
Knowledge
OVERVIEW: This course is from soups to nuts. We will discuss database
design and why it is important. This course will go through the
basics of handling data records: add, delete, search, sort and filter.
You will create your own small database to gain an appreciation for
field relationships. You will create some simple forms and queries
and overview creating a basic report. We will also discuss importing
your Excel worksheets into Access.
AUDIENCE: Anyone who wants to get up to speed on Access quickly
NOTE: Hands-on course; laptop with Access 2007 recommended
SOURCE: CFO Resources, LLC
LEVEL: Beginner
NEW
CPA Technology Boot Camp: Key Trends and Strategies
Every CPA Should Know and Understand
DATE: 8/11/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Bryan Smith, CPA, CISA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Today there are virtually unlimited opportunities available
for CPAs to leverage technology to automate processes, expand
services and improve the profitability of their organization. This
course will provide an engaging review of the top IT trends and
strategies that should be assessed along with a methodology to
help you develop an IT roadmap optimized for your organization.
This course will also help you communicate with your IT staff and
consultants to align your technology solutions with your business.
AUDIENCE: Anyone who wants to develop a better understanding of
the role of technology as it impacts the fields of tax, accounting
and financial services.
NOTE: Courseware will be provided on interactive tablets to replace paper
manuals; limited to 24 participants
SOURCE: CPA Crossings
LEVEL: Basic
Doing Business Valuation Research
DATE: 10/3/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Robert Schlegel, ASA, MCBA and John Kotlarczyk, CPA,
ABV
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Discover methods of database inquiry and financial analysis
useful for business valuation assignments and forthcoming fair
value accounting issues. Comparative company data from Edgar,
Pratt’s Stats, Mid-Market Comps, Institute of Business Appraisers,
Bizcomps and Risk Management Association will be analyzed.
Indications of value derived from such measures as “Seller’s
Discretionary Earnings” will be prepared, and sources of evidence
for income-based capitalization rates and minority interest discounts
such as Ibbotson and Mergerstat will be reviewed. Attendees will
INDIANA CPA SOCIETY
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SPECIALIZED KNOWLEDGE
leave with actual research materials, sample spreadsheet ideas,
productivity tips, and a wide list of available data and Internet
sources for valuation projects.
PREREQUISITE: Familiarity with spreadsheet and database programs;
some experience with business valuation assignments helpful but
not required
AUDIENCE: CPAs in public practice and industry who want to enhance
their business valuation skills
NOTE: Bring a laptop; limited to 24 participants
SOURCE: Houlihan Valuation Advisors
LEVEL: Intermediate
Effective Business Presentations with PowerPoint
DATE: 8/22/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Patricia McCarthy, MOUS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: PowerPoint is the norm for visuals in business presentations
today. This class will show you how to create, edit and format a
professional looking presentation as well as how to run an effective
slide show. Creating a well designed presentation through the use of
themes, color and layouts will be discussed. We will also discuss how
to effectively use animation and images. Tools to capture images such
as Snag It and print screen will be demonstrated. We will overview the
pitfalls of “canned” imagery and will show you some sites to find
images and video and how to add them to your presentation. We will
also cover ways to link Excel data and charts into your presentation.
AUDIENCE: CPAs looking to develop powerful presentations with
maximum impact
NOTE: Hands-on course; laptop with Excel 2007 recommended
SOURCE: CFO Resources, LLC
LEVEL: Basic
Excel — Using Charts in Dashboards and Presentations
DATE: 8/22/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Patricia McCarthy, MOUS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: Many people believe that a dashboard should consist only
of charts. Whether you agree with that or not, no one can dispute
the importance of charts in a dashboard or in a presentation. In
this class we will discuss how to create quick but visually useful incell
charts as well as creating data bars with conditional formatting.
We will use the OFFSET function to create dynamic charts that will
update as data is entered in to the worksheet. We will see a cool way
to use the AutoFilter feature to create and display charts. We will use
Shapes to create some great charts and see how to use the Camera
Tool and Paste Picture Link to save time and reduce updating errors.
Finally, we will overview the use of Sparklines in Excel 2010.
PREREQUISITE: This course assumes that you are using Excel 2007 or
Excel 2010 and know how to create a simple line or bar chart
AUDIENCE: CPAs who are looking to create dashboards
NOTE: Hands-on course; laptop with Excel 2010 recommended; familiar
with the basics of creating a chart
SOURCE: CFO Resources, LLC
LEVEL: Intermediate
Excel Financial Reporting and Analysis
DATE: 10/18/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Thomas G. Stephens Jr., CPA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Microsoft Excel is a powerful tool for analyzing financial data
and preparing financial reports, but like most powerful tools, it contains
hidden features and functionality useful for these purposes that are
not obvious to users, both novice and expert alike. The purpose of this
course is to uncover these hidden features so that users may prepare
computationally accurate and aesthetically pleasing reports in a more
effective and efficient manner. It provides solutions for CPAs in the
following six major topic areas: advanced techniques for formatting
reports and financial statements, assembly and printing of reports
and schedules, using templates to automate reporting processes,
advanced financial analysis with PivotTables connected to the General
Ledger using ODBC, data consolidation, and using charts and digital
dashboards for presenting financial information. Participants will have
access to sample data files. This course includes coverage of features
found in Excel 2003, 2007 and 2010.
PREREQUISITE: Fundamental knowledge of Excel operations
AUDIENCE: CPAs desiring more knowledge in the use of Excel for
financial statement preparation and analysis; Those who utilize
Excel for preparing and analyzing financial reports
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
LEVEL: Advanced
Excel Macros — Part 1
DATE: 12/12/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Brian F. Tankersley, CPA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: You have used Excel for years and Lotus prior to that.
During this time, you have said repeatedly, “One day, I’ll learn how
to write macros.” Well, that time has arrived because this fourhour
program will introduce you to the wide world of macros and
Visual Basic for Applications in Excel. Designed for those with little,
if any, experience working with macros, this course teaches the
fundamentals of creating and working with macros in Excel. In this
seminar, you will learn how to use Excel’s Macro Recorder to write
simple, yet effective, macros; how to secure and share macros with
other Excel users; how to create user-defined functions to solve
specific accountant-centric problems in Excel; and how to create
macros that run automatically when a user opens a workbook.
You will also learn the basics of VBA, including many necessary
elements to write macros that can make you and your team
more effective and productive with Excel. Don’t miss this unique
opportunity to learn how to begin working with macros — one of
Excel’s most powerful tools
AUDIENCE: CPAs who want to learn how to write macros in Excel
and CPAs in all facets of the profession seeking to extend Excel’s
functionality with simple, yet highly-effective, macros
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
LEVEL: Basic
64 2011-2012

SPECIALIZED KNOWLEDGE
Excel Pivot Tables for CPAs — Part 1
DATE: 12/12/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Brian F. Tankersley, CPA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: PivotTables are the most powerful feature of Excel, yet few
CPAs use them in their day-to-day activities. For some, PivotTables
are too intimidating; for others, PivotTables are a foreign concept.
With a little information, guidance, and demonstration from the
instructor, you will be ready to begin using PivotTables to accomplish
routine analysis and reporting. This session will begin with basic
PivotTables and progress to advanced PivotTable topics. Specific
topics covered in this session will include drag-and-drop pivoting,
grouping and ungrouping, creating calculated items and fields,
and drilling down to underlying details. PivotTables consolidated
from multiple ranges and PivotTables dynamically linked to external
databases and financial accounting systems will be covered.
Participants will have access to sample data files.
PREREQUISITE: Good working knowledge of Microsoft Excel
AUDIENCE: CPAs and financial professionals who want to use the power
of Excel PivotTables to analyze and summarize data and experienced
Excel users who use or want to use PivotTables for data analysis
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
LEVEL: Advanced
Excel Tips, Tricks and Techniques for CPAs
DATE: 8/11/2011
INSTRUCTOR: Robert H. Spencer, Ph.D.
LOCATION: Century Center, South Bend
TIME: 8:30 a.m.-4:30 p.m.
DATE: 9/19/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Ilene Eisen, CPA, CITP, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Excel is the CPA’s tool of choice for analyzing and reporting
financial data, yet most CPAs have never received any formal Excel
training. As a result, many CPAs use time-consuming and errorprone
processes to complete everyday tasks. This highly acclaimed
course contains hundreds of tips, tricks and techniques to improve
your productivity and accuracy. Its content is based on over 20 years
of experience in delivering Excel training to CPAs and on feedback
from tens of thousands of accounting and financial professionals
just like you. The course has six major areas of topical coverage:
productivity tips and tricks, formatting essentials, customizing
Excel, formula-building essentials, three-dimensional workbooks,
and printing essentials. Participants will have access to sample
data files. This course includes coverage of features found in Excel
2003, 2007 and 2010.
PREREQUISITE: Fundamental knowledge of Excel operations
AUDIENCE: CPAs who want to learn how to use Excel more efficiently
and effectively and users or potential users of Excel
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
LEVEL: Intermediate
Internal Controls for Small Business Accounting Systems
DATE: 9/20/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Ilene Eisen, CPA, CITP, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: More than ever, the importance of internal controls is being
escalated, seemingly on a daily basis. From large enterprises seeking
compliance with provisions of Sarbanes-Oxley to entrepreneurs
seeking to grow their businesses, internal controls have taken on
an increased level of significance in businesses of all sizes. For
small businesses, maintaining an effective system of internal
controls presents a significant challenge. Implementing many of
the theoretical concepts surrounding internal controls — such as
segregation of duties — may not be practical or even possible in
some cases. This course assists CPAs in evaluating, developing
and implementing an effective internal control structure in a small
business environment. Throughout this course, the concept of riskbased
internal controls is stressed, ensuring that small businesses
are insulated from the most significant risks. Participants will benefit
from the case studies used in class in which theoretical concepts
are implemented and demonstrated in leading small business
accounting software programs such as QuickBooks, Peachtree,
Microsoft Dynamics GP and Sage MAS 90. This course provides
CPAs with the necessary insight and tools to design, implement and
monitor effective systems of internal controls for small businesses.
PREREQUISITE: Basic understanding of internal control structures
AUDIENCE: CPAs responsible for internal control procedures and CPAs
in public practice providing services to small businesses and CPAs
in private industry employed by small businesses
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
LEVEL: Intermediate
Outlook for CPAs — Get Organized Today!
DATE: 8/12/2011
INSTRUCTOR: Robert H. Spencer, Ph.D.
LOCATION: Century Center, South Bend
TIME: 8:30 a.m.-4:30 p.m.
DATE: 10/17/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Thomas G. Stephens Jr., CPA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: E-mail is the number one computer-based communications
tool in use today, and Microsoft Office Outlook is the most utilized
e-mail client for business communications; however, few users
have received formal training in Outlook. As a result, many CPAs
and business professionals are not able to efficiently and effectively
manage the vast amount of information stored in their Outlook data
files. In this seminar, participants will learn how to use Outlook to
become more organized, to secure messages and other critical
information, to manage tasks and projects, to maintain control over
their calendar, and to collaborate with others more effectively. Much
more than just a course on sending and receiving e-mail, participants
will learn advanced techniques for managing all of their personal
information. This course includes coverage of features found in
Outlook 2003, 2007 and 2010.
PREREQUISITE: Fundamental knowledge of basic Outlook operations
INDIANA CPA SOCIETY
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SPECIALIZED KNOWLEDGE
AUDIENCE: CPAs who need to manage personal information such as
e-mail, contacts and calendar more effectively and CPAs who
work with or plan to work with Outlook and who desire to become
more efficient in managing personal information
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
LEVEL: Intermediate
NEW
Outlook, Word, Excel and Adobe Tips, Tricks and
Techniques
DATE: 8/10/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Bryan Smith, CPA, CISA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Learn how to take advantage of the features and functions
of the software programs that you use every day and maximize your
efficiency and minimize your frustration. This comprehensive, fast
paced review of practical time saving tips and techniques will provide
you with a live demonstration of best practices for increasing your
personal productivity with these software tools. Experience this
“Paperless” program through an interactive electronic tablet, featuring
animated audio/visual, vivid colors, electronic bookmarks and more!
PREREQUISITE: Basic experience with Microsoft Office
AUDIENCE: Anyone who uses Outlook, Excel, Word or Adobe Acrobat
on a regular basis and wants to use these tools more efficiently.
NOTE: Courseware will be provided on interactive tablets to replace paper
manuals; limited to 24 participants
SOURCE: CPA Crossings
LEVEL: Intermediate
Paperless Office
DATE: 12/14/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Brian F. Tankersley, CPA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Would you like to find important documents in 10 seconds
or less Of course you would! At the very least, you would like to
have secure, reliable access to information more rapidly than you
have today while reducing storage space requirements and costs.
You will leave this seminar with a comprehensive understanding
of your options and a clear direction of how to implement your
own version of the Paperless Office. The course will begin with
understanding paperless issues and how to best organize your
paper and electronic documents today. It then moves on to suggest
what options are best for you to eliminate paper, what documents to
maintain electronically, and how to retire expired documents. The
goal is to improve productivity and to reduce cost.
PREREQUISITE: Fundamental knowledge of computer operations
AUDIENCE: CPAs and other business professionals who are accountable
for information; CFO, Controller, CEO, CIO and senior managers in
general
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
LEVEL: Intermediate
NEW
PDF Forms — What CPAs Need to Know
DATE: 11/3/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Brian F. Tankersley, CPA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: You’ve worked with PDF files for years, but did you know that
you can quickly and easily turn routine forms into interactive, fill-in
PDF documents Imagine converting timesheets, expense reports,
job applications, time-off requests, and all of your other forms into
interactive PDF documents that are automatically distributed. Now,
also imagine responses collected and summarized using just a few
keystrokes. Additionally, think about extending this functionality to
transactional documents such as estimates, invoices, and purchase
orders so that these documents can be prepared as interactive
PDF forms and then imported into leading accounting applications,
including QuickBooks. In this seminar, you will learn about the near
limitless possibilities associated with PDF forms. You will learn how to
create PDF forms from existing paper forms, existing electronic forms,
and even from scratch. You will also learn how to add calculations to
your forms and how to automate the process of distributing forms,
collecting responses, and summarizing the responses in one file.
PREREQUISITE: Fundamental knowledge of basic PDF operations
AUDIENCE: CPAs who need to create and distribute PDF forms and
collect and summarize responses and CPAs who work with or plan
to work with PDF forms
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
LEVEL: Intermediate
QuickBooks Advanced Features, Tools and Techniques
DATE: 10/19/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Thomas G. Stephens Jr., CPA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: This advanced course is designed for those who are
experienced with QuickBooks and who are looking for insight on how to
deal with the more difficult issues that advanced users often face. The
course includes coverage of techniques and features of which even
advanced users are often not aware as well as useful workarounds for
common problems. Some of the key topics covered are the best ways
to exchange QuickBooks data with others, inventory accounting issues
and solutions, tracking and managing sales taxes, working with and
resolving payroll issues, advanced financial and operational reporting
matters, job costing, time tracking, and much more. In addition, a
detailed discussion on troubleshooting QuickBooks performance is
included to ensure that your QuickBooks installation is operating at
peak performance. If you are an experienced QuickBooks user and
want to get more out of the product for your company and/or your
clients, you need this course.
PREREQUISITE: Experience with QuickBooks
AUDIENCE: CPAs in public practice and in private industry seeking
a deeper and more thorough knowledge of QuickBooks software
and CPAs who use or support clients who use QuickBooks
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
LEVEL: Advanced
66 2011-2012

SPECIALIZED KNOWLEDGE
NEW
Security Tools — Up Close and Personal
DATE: 11/3/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: Brian F. Tankersley, CPA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 4 | MEMBER: $150 | NONMEMBER: $225
OVERVIEW: Information security is no longer optional — it’s the law.
This course covers tools for securing e-mails, encrypting hard
disks and flash drives, protecting data on mobile phones and
other portable devices, securing documents, protecting desktops
and servers, and more. Attend this course and you will understand
how to protect confidential data and reduce your legal risks.
Information security is not only a major concern for CPAs, it is a
legal requirement. Sarbanes-Oxley, HIPAA, state Security Breach
Notification laws, and other laws and regulations can result in
criminal charges for CPAs who do not act with due diligence. It
is no longer optional for CPAs to understand the security risks
they face and adopt control procedures to insure confidentiality of
customer and client information. This course provides solutions.
The focus is on software and hardware tools for achieving security.
Live demonstration of how to use these tools is an integral part
of the course. Participants will leave this course understanding
where they are at risk, what tools they need to minimize this risk,
and how to implement and use these tools.
PREREQUISITE: Basic knowledge of computer applications
AUDIENCE: Experienced CPAs in all areas of practice and CPAs who
need a better understanding of the security risks they face on a daily
basis and who want practical, cost-effective tools and techniques
for dealing with these risks
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
LEVEL: Intermediate
NOTE: This is not a hands-on computer class
SOURCE: K2 Enterprises
NEW
LEVEL: Basic
Tools of the Trade: Excel and Access Applications for
CPAs in Industry
DATE: 11/10/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jeff Lenning, CPA, CITP
LOCATION: Radisson Hotel at Star Plaza, Merrillville
DATE: 11/11/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jeff Lenning, CPA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Leverage Excel and Access to streamline your work and stepup
your efficiency. Whether you are a financial analyst, accounting
manager, controller or other business and industry professional, you
can use these programs to simplify tasks including automating and
increasing the efficiency of-the monthly close; distributing monthly
financial reporting packages electronically; simplifying royalty
computations; setting up a budget application that uses Excel and
Access together; and so on. All spreadsheets demonstrated will be
available for download. You’ll explore many of the features in Excel
2007 for Windows and get a brief introduction to Excel 2010.
PREREQUISITE: Working knowledge of Excel
AUDIENCE: CPAs and other financial and business professionals
SOURCE: AICPA
LEVEL: Intermediate
Technology for CPAs — Don’t Get Left Behind
DATE: 11/4/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Brian F. Tankersley, CPA, CITP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: How good are you with the technology you use daily What
new technology tools are available that could save you time and make
you more effective Technology continues to accelerate rapidly, and
CPAs need to keep pace. This course is designed for those who are
not information technology experts, but who need an update of their
base-knowledge level to serve their companies and/or clients more
efficiently and effectively. In this fast-paced, update-style course,
you will survey today’s IT environment, learning about computer
hardware, software, operating systems (including Windows 7 and
what it means for you), and peripheral devices. You will also learn
about significant trends in information technology and how to take
advantage of the opportunities presented by these trends. Examples
include the latest Excel features, working with PDF files, and security
and privacy issues related to IT are also included along with tips to
improve the overall performance of your IT investment.
AUDIENCE: CPAs who need a more information to better understand
IT systems and CPAs in public practice or industry who use
information technology and/or are responsible for managing
information technology for their firms, clients or companies
INDIANA CPA SOCIETY
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TAXATION
1040 Tax Season Survival Guide
DATE: 11/3/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Pamela Davis-Vaughn, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
Taxation
OVERVIEW: The tax law never remains the same from one year to the
next. Another busy season is rapidly approaching, and this course
will help get you up to date with the changes and major issues
in preparing individual income tax returns for the 2010 tax year.
Refresh your knowledge, cover the latest tax law changes, and learn
about changes to forms as a result of new tax laws. Equip yourself
with the skills needed in this hands-on course that focuses on the
key areas experienced practitioners should know about in order to
tackle another tax season confidently and successfully.
PREREQUISITE: Experience in preparation of Form 1040
AUDIENCE: Practitioners who want to cover in one fast-paced day
all relevant information needed to prepare individual income tax
returns for the upcoming filing season
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Update
NEW
2010 Health Care Reform Act: Critical Tax and
Insurance Ramifications For You, Your Business and
Your Clients
DATE: 8/11/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 8/19/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: Holiday Inn, Terre Haute
DATE: 8/26/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 8/26/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 12/21/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Steven Lustig, CPA, J.D.
LOCATION: Marriott East, Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Dramatic and significant tax and health insurance changes
are coming to America. The nearly $1 trillion, 10-year cost of the
Patient Protection and Affordable Care and Reconciliation Acts of
2010 will change the way health insurance is delivered and how
we will pay for it. Be informed of these changes and get tips for
strategies to best deal with them.
AUDIENCE: CPAs making health insurance decisions for themselves
and their companies and CPAs and other advisors seeking to
guide clients in making informed health care decisions
SOURCE: AICPA
LEVEL: Basic
68 2011-2012

TAXATION
NEW
49 Tax-Cutting Moves for Individuals
DATE: 9/27/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 11/8/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Walk away with 49 practical and up-to-date strategies to
help your individual clients conserve cash by cutting taxes. This
course lays out the ideas for you in a logical sequence so you can
quickly identify the tax-saving moves that are most appropriate for
your clients’ specific circumstances.
PREREQUISITE: Basic knowledge of individual financial planning and taxes
AUDIENCE: CPA firm tax practitioners and financial advisors
SOURCE: AICPA
LEVEL: Intermediate
Advanced Concepts in Estate Planning
DATE: 12/6/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Scott Emerson
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: Estate planning comes roaring back in 2011 following its
2010 dormancy, and with it many clients who had escaped transfer
taxes during the past decade now find themselves in need of major
planning. The purpose of this course is to explore the current
thinking of practitioners, commentators and the Internal Revenue
Service regarding estate-planning strategies and techniques, fully
updated to reflect the rapidly-changing estate and gift tax rules
and the higher tax rates. The course reviews current cases, rulings,
regulations and articles with a view toward practical applications.
PREREQUISITE: A strong background in estate planning, and previous
completion of basic- and intermediate-level courses in this area
AUDIENCE: CPAs who need to be updated on the hottest, most
sophisticated estate-planning strategies and techniques in play today
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Advanced
Advanced Critical Tax Issues for Limited Liability
Companies and Partnerships
DATE: 9/29/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Dennis P. Benvie, CPA, MS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
PREREQUISITE: A beginning course in LLCs/partnerships; experience
with LLC/partnership clients
AUDIENCE: CPAs with clients using the LLC or LLP structure who need
to understand advanced issues, problems, and planning strategies
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Advanced
Advanced Critical Tax Issues for S Corporations
DATE: 9/30/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Dennis P. Benvie, CPA, MS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: What impact do the higher individual tax rates have on
pass-through entities such as S corporations This course goes
beyond the basics and addresses important practical issues that an
experienced practitioner must know. Even if you have attended other
S corporation courses, you will learn something new in this course.
PREREQUISITE: A basic course in S corporations; some experience in
advising S corporations and their shareholders
AUDIENCE: All practitioners and controllers who have attended a
basic S corporation course and want to understand more complex
issues and their practical implications
NOTE: Qualifies for CFP
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Advanced
NEW
Advanced Tips and Tricks of Investment Tax
Management to Enhance Client Wealth Accumulation
and Retirement Security
DATE: 11/18/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: David E. Hultstrom, CFA, CFP, ChFC, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: This course gives CPAs the tools and techniques they need
to help their clients to implement tax-effective investment and
financial planning strategies for successful wealth accumulation,
enhanced retirement security, and maximized legacies. It discusses
how to apply a host of specific investment and financial tax
planning money management tips and tricks, both before and
after retirement, to sculpt your clients’ strategies and tactics to our
changing and dynamic tax, economic, and political environment
AUDIENCE: CPAs who wish to acquire the knowledge and practical
know-how to provide the advice, guidance and tax analyses that
their clients expect with respect to their investments both inside
and outside of their tax-advantaged plans and with respect to all
other financial planning decisions where the timing and incidence of
taxation may be a critical factor in determining the optimal choice
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Intermediate
OVERVIEW: What impact do the higher individual tax rates have on
pass-through entities such as partnerships The purpose of this
course is to provide an in-depth discussion of selected advancedlevel
issues affecting LLCs and partnerships in light of the changes
in the income tax.
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TAXATION
Basis/Distributions for Pass-Through Entities:
An IRS Hot Spot
DATE: 9/9/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 9/16/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: With the advent of the electronic matching of K-1 information
with items on partners’ and S Corporation shareholders’ returns, the IRS
is scrutinizing more closely than ever the basis owners have and the
transactions in which the computation of basis is required. 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 of 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.
PREREQUISITE: Experience in business taxation
AUDIENCE: Large CPA firm managers and 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
SOURCE: AICPA
LEVEL: Intermediate
Buying and Selling Businesses: The CPA’s Role
DATE: 10/26/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 11/7/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Become the key adviser to a client or employer who’s
buying or selling a business. Your advice will impact your client for
years to come. Lead the team of advisers with a keen overview of
the transaction in addition to specific tax and accounting technical
advice. Buying and selling a business involves more than calculating
a transaction gain or loss — it must be valued, due diligence must
be conducted, and various stakeholders will be impacted.
PREREQUISITE: Experience in business taxation
AUDIENCE: Advisors of closely held businesses, business owners and
senior level managers, CFOs, bankers, auditors and others responsible
for creating proper structure and advising in the purchase, sale or
merger of a business
SOURCE: AICPA
LEVEL: Intermediate
NEW
Choosing the Best Entity Structure Under the New Tax
Law in 2011
DATE: 12/13/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Susan Smith, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: Tax rates are always an important factor in choosing the
form of business organization, and the higher individual rates in
2011 demand a reconsideration of current businesses and a
different analysis for new ventures. By comparing and contrasting
the tax aspects of C corporations, S corporations, partnerships, sole
proprietorships, and limited liability companies, this course focuses
on distinctions that can make big differences. This in-depth course
will cover planning opportunities and potential pitfalls in developing
a business structure. This course is a must for all practitioners.
PREREQUISITE: A beginner course in partnerships/LLCs and in S
corporation
AUDIENCE: CPAs who are considering starting a new business or who
advise clients on the form of business organization that is best in
light of recent tax law changes
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Intermediate
Closely Held Business Taxation: 49 Practical Ways to Cut
Taxes
DATE: 11/21/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Walk away with 49 practical tax strategies and challenges
facing your closely held business clients. Employ business strategies
that will minimize the tax burden not only on the business but also
on the owners. The tips and strategies are uniquely laid out in the
course to allow you to easily and quickly identify and hone in on
those tax-saving strategies that fit your client’s situation.
PREREQUISITE: Basic knowledge of business taxation
AUDIENCE: CPAs in industry who advise on various tax issues affecting
business entities and CPA firm tax staff
SOURCE: AICPA
LEVEL: Intermediate
NEW
Complete Guide to Preparing Limited Liability
Company, Partnership and S Corporation Federal
Income Tax Returns
DATE: 11/28/2011
INSTRUCTOR: Kevin M. Krantz, CPA
LOCATION: Century Center, South Bend
TIME: 8:30 a.m.-4:30 p.m.
DATE: 11/29/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Kevin M. Krantz, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: This course drills down on the key tax issues impacting limited
liability companies, partnerships and S Corporations. It is the perfect
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companion to the related C Corporation course in this series. Both
tackle key business tax issues using a hands-on approach and cover
the related latest business tax developments. Get your tax return training
from the industry’s best! Not only reinforce your understanding of
frequently used principles but also receive a wealth of tax-planning tips
and strategies. Learn how to apply the latest changes when preparing
federal income tax returns and advise clients on new developments
and tax-saving ideas for pass-through entities. Many key tax return
issues are covered during this fast-paced, real-world session.
PREREQUISITE: Knowledge of pass-through entities income taxation
AUDIENCE: CPAs working with clients or businesses requiring up-todate
expertise in pass-through entities’ income taxation for the
current tax season
SOURCE: AICPA
LEVEL: Basic
Delving into the Top 12 issues for Partnerships, LLCs
and S Corps
DATE: 12/19/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: Radisson Hotel at Star Plaza, Merrillville
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: This course reviews specialized issues in the taxation of
partnerships, LLCs and S Corps. Twelve common issues, each
providing significant tax-planning opportunities or potential traps for
the unwary, are identified and the tax consequences associated with
different types of pass-through entities are explored. Case studies
are included with each issue to illustrate how seemingly routine
transactions often trigger complex or unexpected tax provisions.
Some studies also illustrate how entity choice affects the ultimate
tax consequences associated with a particular transaction.
PREREQUISITE: Intermediate courses in taxation of partnerships and LLCs
and taxation of S Corps, or equivalent knowledge or experience
AUDIENCE: Tax practitioners whose client base includes significant passthrough
entity clients, or clients with interests in pass-through entities
SOURCE: AICPA
LEVEL: Advanced
Determining How Much Money You Need To Retire, and
Tax Ideas and Money Management in Retirement
DATE: 11/14/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Diana A. Lapon, CFP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: The purpose of this course is to give CPAs the tools
and knowledge required to help their clients implement taxeffective
investment and portfolio strategies for successful wealth
accumulation and real after-tax retirement income maintenance.
The course discusses a host of specific investment tax planning
and money management issues and topics, both before and after
retirement, within the broader context of the fundamentals of asset
allocation and portfolio management, coordinating retirement plans
and taxable saving, advanced tax-adjusted time value principles,
and asset risk/return and income-tax relationships.
AUDIENCE: CPAs who wish to serve the needs of the growing segment of
the public for whom effective retirement planning is critical as they
reach their peak earning years and/or are approaching retirement
NOTE: Qualifies for CFP
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Intermediate
Effective and Efficient Senior-Level Review of Tax
Returns in Busy Season
DATE: 11/2/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Pamela Davis-Vaughn, CPA, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: Most review techniques developed by professionals are selftaught.
The purpose of this course is to give the seasoned reviewer
additional and advanced procedures via a multitude of checklists
to more thoroughly review various tax returns. Its emphasis not
planning; rather it is to review a return effectively and thoroughly.
PREREQUISITE: Experience in preparing and reviewing Forms 1040,
1120S and 1065
AUDIENCE: Partners/managers experienced in the review process
looking to update and/or expand their review procedures
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Intermediate
Estate Planning Essentials: Tax Relief for Your Clients’
Estates
DATE: 10/25/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 12/7/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: What is the estate tax What is the gift tax How are they
interrelated Explore the use of wills, trusts and life insurance as
vehicles to reduce the estate tax. Whether your client is accumulating
wealth or planning for its distribution upon death, advise them on
the most tax-efficient way to structure their affairs to minimize
taxation on the transfer of their wealth to intended beneficiaries.
AUDIENCE: CPA firm tax staff who will be preparing Forms 706 and
709, calculating estate and gift taxes and planning for the transfer
of assets by gift or inheritance
SOURCE: AICPA
LEVEL: Basic
Farm Taxation: Planning Opportunities and Pitfalls
DATE: 7/19/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Andy Biebl, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: This session will help practitioners recognize unique opportunities
and pitfalls impacting taxpayers in the agriculture industry.
PREREQUISITE: Two years of experience with farm tax return preparation
AUDIENCE: Tax practitioners representing farmers and ranchers, who
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need to be aware of new federal tax legislation, IRS guidance and
recent court decisions
SOURCE: Larson Allen
LEVEL: Intermediate
PREREQUISITE: General knowledge of debt instruments and S corporations
AUDIENCE: Public accounting and industry
SOURCE: Robert W. Jamison
LEVEL: Advanced
Federal Income Tax Update for Estates and Trusts
DATE: 1/20/12
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Arthur Werner, J.D., MS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: This course is designed to help the beginner as well as the
experienced practitioner in their understanding of income taxation
of Estates and Trusts. Fiduciary income and issues will be reviewed,
including a complete analysis of Form 1041, (U.S. Income Tax
Return for Estates and Trusts). In addition, new changes in the tax
laws as they relate to Form 1041 will also be reviewed.
AUDIENCE: CPAs, financial planners, attorneys, insurance agents, bankers
SOURCE: Werner-Rocca Seminars, LTD. LEVEL: Basic
Fraud: Catching the Crooks Who Cook the Books
DATE: 12/2/2011
INSTRUCTOR: Kenneth R. Greenwood, MBA
LOCATION: Century Center, South Bend
TIME: 8:30 a.m.-4:30 p.m.
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: Fraud is a growing problem that costs the U.S. hundreds of
billions of dollars each year. The purpose of this course is to help
participants understand the nature of fraud, profile who commits it
and why, and learn how to prevent it from occurring and detect it
when it does occur.
AUDIENCE: Anyone interested in learning how to prevent or detect
frauds of all types
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Basic
Fiduciary Income Tax Returns — Form 1041 Workshop
DATE: 12/5/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Scott Emerson
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: As income tax rates rise on estates, trusts, and their
beneficiaries, consideration of the income tax effects becomes more
critical. The purpose of this course is to explain the complicated
income tax rules of estates and trusts, fiduciary accounting, and
how to prepare Form 1041. This practical manual is an excellent
reference source for your practice.
PREREQUISITE: A basic course on estates and trusts; preparation of
income tax returns
AUDIENCE: CPAs whose practice includes the preparation of fiduciary
income tax returns
NOTE: Qualifies for CFP
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Intermediate
Financial Distress of S Corporations and Shareholders
DATE: 10/27/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Robert W. Jamison, CPA, MBA, Ph.D.
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: This course begins with an introduction to the rules of
bankruptcy, as stated in Title 11 U.S. Code. It then introduces
the tax rules concerning satisfaction of debt in general, from both
the creditor and debtor’s points of view. The course then turns to
an analysis of the exclusion rules of Internal Revenue Code §108
concerning cancellation of debt income. The latter half of the day
concerns specific application of these rules to S corporations and
their shareholders. The principal topics include preservation of the
S corporation election and the treatment of cancellation of debt
income at both the corporation and shareholder level.
Handbook for Mastering Basis, Distributions and
Loss Limitation Issues for S Corporations, LLCs and
Partnerships
DATE: 12/14/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Susan Smith, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 12/15/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Donald B. Cooley, CPA
LOCATION: Grand Wayne Center, Fort Wayne
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: The most difficult concepts to master when dealing with flowthrough
business entities are the basis and distribution concepts.
Major error and malpractice issues occur if the CPA does not fully
understand the impact of these rules. This course is designed to
focus on the practical applications of these rules.
AUDIENCE: CPAs who prepare both individual and flow-through
business entity tax returns and need a thorough grasp of these
significant issues. This course is a must for practitioners to help
reduce and avoid this exposure to malpractice
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Intermediate
NEW
Hot IRS Tax Examination Issues for Individuals
and Businesses
DATE: 10/25/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jeffrey C. Snyder, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 11/2/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jeffrey C. Snyder, CPA
LOCATION: Century Center, South Bend
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: Recently, the IRS has dramatically ramped-up its examination
of individuals and small business taxpayers. Now, more than ever,
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CPAs need clients to understand the need for documentation
and procedures to substantiate what IRS auditors are pursuing.
Learn the high audit risk areas and ways to help clients survive an
IRS audit with little or no change. It is critical for CPAs in public
accounting to understand the risk to clients and to themselves in
tax return preparation and planning.
PREREQUISITE: Experience in preparing individual and business tax returns
AUDIENCE: CPAs in public practice who prepare tax returns and
represent their clients on IRS examinations
SOURCE: Surgent McCoy CPE, LLC LEVEL: Intermediate
Hottest Tax Planning Developments for 2011
DATE: 9/26/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 12/19/2011
TIME: 8:30 a.m.-Noon
INSTRUCTOR: Steven Lustig, CPA, J.D.
LOCATION: Marriott East, Indianapolis
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Important new tax developments and economic, social
and demographic trends: two things you can count on to have
important tax implications. This course highlights the hottest tax
topics — those that can change every year and affect many of your
individual, small business and corporate clients.
PREREQUISITE: Basic understanding of individual and business
taxation
AUDIENCE: All tax practitioners
SOURCE: AICPA
LEVEL: Intermediate
Innovative Tax Planning for Small Businesses:
Corporations, Partnerships and LLCs
DATE: 11/14/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Elizabeth Woodson, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Will you be the bearer of good or bad tidings for your
clients This fast-paced, information-packed course shows you how
to keep more profits in the pockets of your corporate and small
business clients and their owners. It showcases state-of-the-art
planning ideas and tax-saving devices employed by the savviest
practitioners. Top-notch AICPA presenters read between the lines
of new developments to wring every last drop of tax benefits that
make you a hero to your clients.
PREREQUISITE: Basic knowledge of corporate income taxation
AUDIENCE: CPAs looking for innovative tax planning and savings
techniques to solve client problems
SOURCE: AICPA
LEVEL: Intermediate
Innovative Tax Tips for Small Businesses
DATE: 12/20/2011
INSTRUCTOR: Steven Lustig, CPA, J.D.
LOCATION: Marriott East, Indianapolis
TIME: 1-4:30 p.m.
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Will you be the bearer of good or bad tidings for your clients
This fast-paced, information-packed course shows you how to keep
more profits in the pockets of corporate and small business clients
and their owners. It showcases state-of-the-art planning ideas and taxsaving
devices employed by the savviest practitioners. Top-notch AICPA
presenters read between the lines of new developments to wring every
last drop of tax benefits that make you a hero to your clients.
PREREQUISITE: Basic knowledge of corporate income taxation
AUDIENCE: CPAs looking for innovative tax planning and savings
techniques to solve client problems
SOURCE: AICPA
LEVEL: Intermediate
IRAs, Roth IRAs, SIMPLEs and SEPs: Contributions,
Rollovers, Distributions and More
DATE: 8/29/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Individual Retirement Accounts, including traditional
IRAs, Roth IRAs, SIMPLEs, SEPs, are investments owned by many
individual taxpayers and are an excellent way for workers to save for
retirement. Although the basic IRA began as a fairly simple investment
tool, the complications increased dramatically as the types of IRAs
increased. Not only have the types of IRAs expanded, but options
such as contributions, rollovers and distributions, intended to add
increased flexibility, have also added increased complexity. This
course is designed to provide practical insights into all tax aspects of
IRAs and help CPAs successfully manage the complexities.
PREREQUISITE: Familiarity with federal tax issues for IRAs
AUDIENCE: Tax practitioners in industry who need to stay on top of
the latest changes in the federal tax law as they relate to IRAs and
CPA firm tax associates (and above)
SOURCE: AICPA
LEVEL: Intermediate
NEW
LLC Practitioner’s Workshop: A Case Studies Approach
DATE: 10/20/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Dennis P. Benvie, CPA, MS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: As they gain more experience, staff are expected to take
on more complex assignments with minimal supervision. This
program utilizes a case study approach to apply federal tax rules to
clients’ limited liability companies. The course is designed to be a
step above a mere preparation seminar, including case review and
discussion regarding formation, LLC taxation election issues, precontribution
appreciation in assets, basis implications of recourse
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and nonrecourse debt, special allocations of income and deductions,
basis step-up under §754 on transfer of an ownership interest, selfemployment
tax issues, and termination/liquidation of the LLC.
AUDIENCE: Experienced CPAs desiring a comprehensive case approach
to understand reasonably complex limited liability company
issues and problems. Also, CPAs who want a comprehensive,
intermediate-level limited liability company practice manual
SOURCE: Surgent McCoy CPE, LLC LEVEL: Intermediate
NEW
Mergers and Acquisitions
DATE: 10/4/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Dennis Gerschick, CPA, J.D., CFA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: The primary emphasis of this course will not only be the
business and financial considerations in structuring a tax-free
merger or acquisition, but also the relevant tax issues will be noted.
This course will address the major reasons why acquisitions fail,
and will highlight the pitfalls to be avoided.
AUDIENCE: Advisers of closely held businesses, business owners,
and senior level managers and chief financial officers, bankers,
internal auditors and others responsible
SOURCE: Regal Seminars
LEVEL: Basic/Intermediate
Multistate Income Tax: Simplifying the Complexities
DATE: 10/6/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Multistate taxation has become one of the hottest areas in
the tax arena. The recent decline in state revenues and the increased
audit activity by the states means both increased problems and
opportunities. Mastering both the theoretical disputes and the “nuts
and bolts” of compliance is essential to success. Gain the skills
necessary to navigate through this maze of multistate corporate
taxation. Rapidly develop a working knowledge of both multistate
tax compliance and related planning opportunities. Focus on the
essentials of multistate corporate income taxation as well as the
apportionment and allocation of partnership, LLC and corporate
income taxes. Not only solidify the basic principles but also receive
the latest update on nexus concerns, impact of e-commerce and
Internet and other laws, regulations and court cases. Develop basic
approaches to state income tax planning and gain crucial insight
about industry-specific state laws.
PREREQUISITE: Experience in corporate taxation
AUDIENCE: CPA firm experienced tax staff with multistate clients and
private industry managers in companies with multistate activities
SOURCE: AICPA
LEVEL: Intermediate
NEW
New Critical Decisions in Selecting the Best Retirement
Plan for Small Businesses in 2011
DATE: 10/18/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Robert E. Barnhill III, CPA/PFS, CFP, J.D., MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: Small businesses face increasing demands for retirement
benefits for rank-and-file employees as well as newly enhanced
opportunities for their principals. Unfortunately, they don’t have
Fortune 500 budgets to design, implement and administer their plan.
With the income tax changes arising in 2011 affecting businesses
and individuals, retirement plans offer unique opportunities that
clients may need to maximize. Now more than ever, tax practitioners
need to know how to communicate the following tax reform ideas
effectively, and to provide ongoing tax planning services to the most
important segment of their client base.
AUDIENCE: CPAs in public accounting and industry who wish to
explore the newest and best options for structuring pension plans
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Basic
NEW
Payroll Taxes, Benefits and 1099 Reporting:
Everything You Need to Know
DATE: 10/26/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: This course is designed to provide you with practical pointers
for managing the payroll tax and reporting function. Learn how to
avoid the frequent penalties in payroll tax reporting and what has
changed in the past few years. It also shows how to handle reporting
and withholding requirements for employee fringe benefits. Master
the often confusing rules for Form 1099 and other information
reporting including when and how much to report. Although the
materials in this course intend to cover everything you need to know
about payroll taxes, benefits and 1099 reporting; not all of it will be
discussed in class due to time limitations.
PREREQUISITE: Working knowledge of payroll tax issues or payroll type
functions
AUDIENCE: CPAs in industry and public accounting responsible for the
payroll tax function or those CPAs advising clients on payroll tax issues
SOURCE: AICPA
LEVEL: Intermediate
Preparing C Corporation Tax Returns for New Staff and
Para-Professionals
DATE: 12/28/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William H. Allen Jr., CPA, MBA, Ph.D.
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: This course is a great foundation to introduce new preparers to
tax rules related to business returns. The objective of this course is to train
new staff accountants, data processing employees, para-professionals,
and bookkeepers to prepare a complicated federal corporate income
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TAXATION
tax return. It is a hands-on, practical course in filling out most tax forms,
with extra emphasis on form changes due to new tax law. This course
provides new staff coverage of tax areas affecting all business entities,
providing staff training in which they may carry to other business entity
returns. Such business tax topics include the sale of assets used in any
trade or business (Form 4797), depreciation (Form 4562), deductible
verses non-deductible items and the basics of uniform capitalization.
AUDIENCE: New staff and para-professionals involved in return preparation
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Basic
Preparing Individual Tax Returns for New Staff and
Para-Professionals
DATE: 12/29/2011
TIME: 8:30 a.m.-4:30 p.m.
Instructor: William H. Allen Jr., CPA, MBA, Ph.D.
Location: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
Overview: The objective of this course is to train new staff accountants,
data processing employees, para-professionals, and bookkeepers
to prepare a complicated federal individual income tax return. Over
the years, thousands of new staff have received practical, hands-on
experience to become familiar with most tax forms. This course covers
the latest tax law changes, making it essential for your new staff.
Audience: New staff and para-professionals who prepare individual
returns
Source: Surgent McCoy CPE, LLC
Level: Basic
NEW
Review of Recent Tax Cases — Stay on Top of Recent
Developments
DATE: 10/3/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Dennis Gerschick, CPA, Attorney, CFA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $299 | NONMEMBER: $449
OVERVIEW: Many CPAs and in-house accountants cannot keep up with
the continuous stream of new court decisions that affect their tax
practice or business. This course will review numerous recent tax
cases. Most of the cases reviewed will be from the U.S. Tax Court.
However, decisions from other federal courts and the U.S. Supreme
Court may also be included. The instructor will review the facts, issues
and the decision of each case. More importantly, he will emphasize
the lessons that can be learned. Tips on what the parties could have
done to better position themselves to win the case will be given.
AUDIENCE: CPAs in public practice and industry
SOURCE: Regal Seminars
LEVEL: Update
NEW
S Corporation Practitioner’s Workshop: A Case Studies
Approach
DATE: 10/21/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Dennis P. Benvie, CPA, MS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: As they gain more experience, staff are expected to take on
more complex assignments with minimal supervision. This program
utilizes a case study approach to apply federal tax rules to their S
Corporation clients. Case studies based on real life examples are the
focal point of this course. The case studies allow for group analysis,
discussion, and problem solving.
AUDIENCE: Experienced CPAs who desire a comprehensive S
corporation course that will enable them to understand reasonably
complex S corporation problems and issues; also, CPAs who want a
comprehensive, intermediate-level S corporation practice manual
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Intermediate
S Corporations: Strategies from Formation to
Termination
DATE: 12/19/2011
INSTRUCTOR: Steven Lustig, CPA, J.D.
LOCATION: Marriott East, Indianapolis
TIME: 1-4:30 p.m.
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Once again, this is the darling for many businesses; find
out why during this information-packed session. Practical real-life
examples give you ideas to apply immediately for your S Corporation
clients. Review the advantages of the S Corporation tax rules. Minimize
your client’s tax bill with the latest business and tax strategies that
make S Corporations so popular. Decide if an S Corporation is your
client’s entity of choice.
AUDIENCE: CPA firm tax seniors (and above) and tax and financial
professionals working for an S Corporation
SOURCE: AICPA
LEVEL: Basic
NEW
Sales and Use Tax: Guide to Doing It Right
DATE: 8/25/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 10/24/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: John Lawrence, CPA
LOCATION: Radisson Hotel at Star Plaza, Merrillville
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Increased opportunities and problems abound for tax
practitioners with the recent decline in state revenues and the
accompanying increased audit activity by the states. Moreover,
changes in technology, growth in multistate activity, increased catalog
sales, e-commerce and Internet-related sales and a raised level of state
aggressiveness have made sales and use tax even more complex.
Handling these situations incorrectly can result in lost sales, sales tax
paid needlessly and possible penalties. Developed by an expert, this
comprehensive course steers you in the right direction. Cover the latest
tax nexus laws and regulations, the effect of interstate e-commerce,
sales tax, nexus and interstate sales and specific rules for retailers,
manufacturers, contractors and the service industry. Special emphasis
also will be given to “mixed” transactions (service and tangible personal
property), the proliferation of “Amazon” taxes and the Streamlined
Sales Tax Project. Learn the latest planning tips in the sales and use
tax arena.
PREREQUISITE: Experience in taxation
AUDIENCE: Industry tax CPAs responsible for tax planning and compliance
with state operations and CPA firm experienced tax staff and seniors
SOURCE: AICPA
LEVEL: Intermediate
INDIANA CPA SOCIETY
75

TAXATION
Social Security, Medicare and Prescription Drug
Retirement Benefits: What Every Baby Boomer Needs to
Know Now
DATE: 10/20/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Robert E. Barnhill III, CPA/PFS, CFP, J.D., MBA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 11/15/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Diana A. Lapon, CFP
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: Social Security seems poised for changes in benefits and
eligibility age. As the baby boomer generation approaches retirement,
financial and tax planners can expect increased demand for strategies
that dovetail Social Security with other retirement objectives. 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 it.
AUDIENCE: Practitioners who have baby boomer clients with significant
wages or earned income
NOTE: Qualifies for CFP
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Basic
NEW
Strategies and Tactics in the New War Against Higher
Individual Taxes
DATE: 10/24/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jeffrey C. Snyder, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 11/1/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Jeffrey C. Snyder, CPA
LOCATION: Century Center, South Bend
DATE: 12/16/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Donald B. Cooley, CPA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 12/19/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Dennis P. Benvie, CPA, MS
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: Tax planning strategies are only as good as what they add
to the bottom line. With significant tax changes now in place in
2011, clients need to review their best options for action. You want
to retain clients, your firm wants to generate more revenue, and
your clients simply want their wealth to grow.
PREREQUISITE: Experience in individual income tax planning and return
preparation
AUDIENCE: All practitioners involved in tax planning for individuals
and those who want to understand techniques beyond traditional
tax-saving methods
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Intermediate
Surgent McCoy’s Federal Tax Camp
DATE: 12/12/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Susan Smith, CPA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: Both business and individual clients are affected by all of the
tax changes occurring in 2011, requiring the tax advisor to practice
extensive tax planning. You will be updated on the most important
tax issues that require your attention in 2011, but this course will also
review the major trends and changes in the case and regulatory law.
Included is full coverage of all tax changes together with continuing
coverage of health care and estate and gift tax reform.
PREREQUISITE: Experience with individual and business clients
AUDIENCE: CPAs who need to know the latest tax law changes in all
areas of practice and who want to learn from the top tax instructor
in the nation
NOTE: Qualifies for CFP
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Update
Tax Consequences and Reporting Issues of LLCs, LLPs,
LPs and Other Partnerships
DATE: 12/20/2011
INSTRUCTOR: Steven Lustig, CPA, J.D.
LOCATION: Marriott East, Indianapolis
TIME: 8:30 a.m.-Noon
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: Is LLC and partnership taxation something new to you
Perhaps you have worked in this area for years but need a quick review
of the fundamental concepts Build a foundation of knowledge or
freshen up your skills. This course addresses the tax consequences
of the most common transactions engaged in by LLCs. Develop a
level of comfort with the basic conceptual framework underlying
partnership and LLC taxation, with an emphasis on explaining the
tax consequences associated with issues that are most frequently
confronted by tax practitioners.
AUDIENCE: Tax practitioners who need to build a foundation in the
partnership/LLC area or those who need a refresher
SOURCE: AICPA
LEVEL: Basic
Tax Update for Pass-Through Entities: S Corporations,
Partnerships and LLCs
DATE: 10/31/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: Be prepared for the issues affecting S Corporations,
partnerships and limited liability companies. Learn about the latest
law changes, rulings and pronouncements affecting these passthrough
entities. Flow-through taxation is one of the most challenging
areas of practice, and our discussion leaders will help navigate this
complexity. Provide more value to your clients incorporating the
latest changes in your client engagements.
76 2011-2012

TAXATION
PREREQUISITE: Familiarity with federal tax issues for flow-through entities
AUDIENCE: Tax practitioners in public practice and industry who need
to stay on top of the latest changes in the federal tax law as they
relate to pass-through entities
SOURCE: AICPA
LEVEL: Update
Taxation of Construction Contractors
DATE: 10/28/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $303 | NONMEMBER: $453
OVERVIEW: This course explores tax issues facing the construction
industry and the intricacies of contractor tax law and regulations.
Tax topics covered include: an overview of tax accounting for the
contractor including deferred income taxes, taxation of small and large
contractors, alternative minimum tax considerations for contractors,
the look-back method and tax planning for the contractor. An appendix
is also included covering construction contract accounting.
PREREQUISITE: Experience in providing services for construction contractors
AUDIENCE: Tax practitioners and professionals in the construction industry
SOURCE: AICPA
LEVEL: Intermediate
The Best Income Tax, Estate Tax and Financial-Planning
Ideas of 2011
DATE: 11/17/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: David E. Hultstrom, ChFC, CFA, CFP, MBA
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: Income and transfer tax rate changes have turned pre-2011
strategies on their head, and clients will require extensive planning and
reconsideration of appropriate tax strategies. CPAs must be prepared
for one of the most complex years in recent history. The purpose of the
course is to explore practical tax-planning ideas that practitioners can
use to assist clients with their needs. This course is crucial for CPAs
who are looking for good ideas that can save clients money!
PREREQUISITE: Basic course in individual income tax, Social Security
and estate planning
AUDIENCE: All practitioners, especially those who want to provide the
best up-to-the-minute tax advice
NOTE: Qualifies for CFP
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Intermediate
The Best S Corporation, Limited Liability and
Partnership Update Course
DATE: 12/20/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Dennis P. Benvie, CPA, MS
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: Practitioners need to keep abreast of all tax changes affecting
pass-through entities used by their business clients and employer,
and this enlightening course delivers that information. You will learn
invaluable knowledge, strategies, techniques, innovative tax-planning
concepts, income-generating ideas, and other planning opportunities
available to S corporations, partnerships, LLCs, and LLPs.
PREREQUISITE: Experience with pass-through entity clients
AUDIENCE: All tax practitioners, both those working in public accounting
as well as those in private industry, who need the latest information
on tax changes affecting their business clients or employers
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Update
NEW
The Complete Guide to Employment Issues —
Reducing the Employer’s Risk
DATE: 12/1/2011
INSTRUCTOR: Kenneth R. Greenwood, MBA
LOCATION: Century Center, South Bend
TIME: 8:30 a.m.-4:30 p.m.
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: In a troubled economy, the employer-employee relationship
is strained. CPAs as advisers and controllers need to understand
the complex issues in dealing with employees. This course provides
in-depth coverage of the legal and tax issues associated with all
aspects of employment.
AUDIENCE: CPAs who wish to get an in-depth understanding of
employment issues
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Basic
The CPA’s Role in Buying or Selling a Business
DATE: 9/26/2011
TIME: 1-4:30 p.m.
INSTRUCTOR: William Murphy, CPA, ABV, CFF, CVA, PFS
LOCATION: Grand Wayne Center, Fort Wayne
CPE: 4 | MEMBER: $152 | NONMEMBER: $227
OVERVIEW: CPAs in public practice and industry who desire a quick update
on accounting, auditing, compilation and review pronouncements.
AUDIENCE: Advisers of closely held businesses, business owners
and senior level managers, CFOs, bankers, auditors and others
responsible for creating proper structure and advising in the
purchase, sale or merger of a business
SOURCE: AICPA
LEVEL: Intermediate
INDIANA CPA SOCIETY
77

TAXATION
Vern Hoven’s Federal Tax Update
DATE: 10/17-18/2011
TIME: 8 a.m.-4 p.m.
INSTRUCTOR: Vern Hoven, CPA, EA, MST and Ron Roberson, CPA
LOCATION: Century Center, South Bend
DATE: 10/19-20/2011
TIME: 8 a.m.-4 p.m.
INSTRUCTOR: Vern Hoven, CPA, EA, MST and Ron Roberson, CPA
LOCATION: Holiday Inn Evansville Airport (formerly Evansville Airport
Marriott), Evansville
DATE: 11/7-8/2011
TIME: 8 a.m.-4 p.m.
INSTRUCTOR: Vern Hoven, CPA, EA, MST and Ron Roberson, CPA
LOCATION: Grand Wayne Center, Fort Wayne
DATE: 11/9-10/2011
TIME: 8 a.m.-4 p.m.
INSTRUCTOR: Vern Hoven, CPA, EA, MST and Ron Roberson, CPA
LOCATION: Marriott East, Indianapolis
DATE: 1/9-10/2012
TIME: 8 a.m.-4 p.m.
INSTRUCTOR: Vern Hoven, CPA, EA, MST and Ron Roberson, CPA
LOCATION: Renaissance Indianapolis North Hotel, Carmel
CPE: 16 | MEMBER: $455 | NONMEMBER: $680
OVERVIEW: Vern Hoven, audience favorite, is back with his can’t miss tax
seminar. This two-day program taught by practicing CPAs Vern Hoven
and Ron Roberson, in a high-tech and often humorous manner —
covers fast-breaking new tax developments affecting individuals,
estates, businesses, partnerships and corporations, and provides
attendees with the most complete reference manual available. Vern
and Ron’s high energy and real-life experiences bring complicated
tax topics to life and offer cutting-edge tax planning opportunities.
PREREQUISITE: A basic understanding of tax preparation
AUDIENCE: All tax practitioners, both public and industry, who need
the latest — and necessary — tax changes for their individual,
partnership, corporate and estate clients
SOURCE: Vern Hoven Tax Seminars
LEVEL: Update
NEW
What You Need to Do Now in Estate Planning Under the
New Tax Law
DATE: 10/17/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Robert E. Barnhill III, CPA, CFP, J.D., MBA, PFS
LOCATION: INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
DATE: 10/19/2011
TIME: 8:30 a.m.-4:30 p.m.
INSTRUCTOR: Robert E. Barnhill III, CPA, CFP, J.D., MBA, PFS
LOCATION: Grand Wayne Center, Fort Wayne
CPE: 8 | MEMBER: $307 | NONMEMBER: $457
OVERVIEW: The last decade reduced the need for estate planning by
increased exemption amounts and lower tax rates, culminating in
a zero estate tax rate in 2010. But the environment dramatically
changes in 2011 with lower exemption amounts and higher tax rates,
sweeping into its application many clients who were outside the reach
of the estate tax. For this reason, practitioners need to rethink many
of their strategies and tactics, and identify clients that need to know
they may require estate planning. With a “back to the future” scenario
in the offing, 2011 is the year for practitioners to meet with clients to
explore new options. Don’t risk your clients’ financial future!
PREREQUISITE: Significant knowledge in estate or gift tax planning;
attendance at basic estate planning and preparation courses
AUDIENCE: CPAs who want to understand the latest tax law changes
and the effects they will have on their clients
NOTE: Qualifies for CFP
SOURCE: Surgent McCoy CPE, LLC
LEVEL: Update
Selling Your Practice is a Once
In a Lifetime Experience...
You Deserve Once In a Lifetime Results!
Accounting Practice Sales Can Help
• Valuation
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Put Our Years of Experience to Work for You
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78 2011-2012

2 0 1 1
SAVE THE DATE
Conference and Professional Issues Update Calendar
May 6
June 16
June 22
Aug. 5
Aug. 23
Sept. 21
Oct. 21
CONFERENCES
Educators Conference.................................................................................................INCPAS Prof. Dev. & Conf. Ctr., Indianapolis
Sponsored by Becker Professional Education
Not-for-Profit Conference...................................................................................................Indianapolis Marriott East, Indianapolis
Sponsored by The National Bank of Indianapolis
CPAs in Business and Industry Conference...................................................................................................Ritz Charles, Carmel
Sponsored by The National Bank of Indianapolis
Diversity Summit...................................................................................... University Place Conference Center & Hotel, Indianapolis
Fraud Conference................................................................................................................Indianapolis Marriott East, Indianapolis
A&A Conference...................................................................................................................Indianapolis Marriott East, Indianapolis
Small Firm: Big Business..........................................................................................................Horizon Convention Center, Muncie
Dec. 8-9 Indiana Tax Institute........................................................................................................................................ Westin, Indianapolis
Dec. 15
Financial Services Conference...........................................................................................Indianapolis Marriott East, Indianapolis
Aug. 19
Aug. 23
Aug. 25
Aug. 26
Aug. 30
Aug. 31
Sept. 2
Sept. 7
Sept. 8
Sept. 13
Sept. 15
Sept. 16
Sept. 19
Sept. 21
Sept. 22
Sept. 26
PROFESSIONAL ISSUES UPDATES
Professional Issues Update......................................................................................................... Hillcrest Country Club, Batesville
Professional Issues Update............................................................................................................................. Kye’s, Jeffersonville
Professional Issues Update..................................................................................................... Holiday Inn – City Centre, Lafayette
Professional Issues Update........................................................................................................... Kokomo Country Club, Kokomo
Professional Issues Update...................................... Holiday Inn Evansville Airport, Evansville (formally Evansville Airport Marriott)
Professional Issues Update..................................................................................................................... Holiday Inn, Terre Haute
Professional Issues Update................................................................................................................ Hyatt Regency, Indianapolis
Professional Issues Update........................................................................................... Wyndham Indianapolis West, Indianapolis
Professional Issues Update.......................................................................................................... Indiana University, Bloomington
Professional Issues Update.............................................................................................. Radisson Hotel at Star Plaza, Merrillville
Professional Issues Update.....................................................................................................Horizon Convention Center, Muncie
Professional Issues Update................................................................................................Indianapolis Marriott East, Indianapolis
Professional Issues Update............................................................................................. Renaissance Indianapolis North, Carmel
Professional Issues Update........................................................................................................ Grand Wayne Center, Fort Wayne
Professional Issues Update................................................................................................................ Century Center, South Bend
Professional Issues Update............................................................................................................................Ritz Charles, Carmel
INDIANA CPA SOCIETY
79

REFERENCE
Society Staff
Executive
Gary Bolinger, CAE, President & CEO
Phone: (317) 726-5017
E-mail: gbolinger@incpas.org
Mary McKinzie, Director — Administration
Phone: (317) 726-5018
E-mail: mmckinzie@incpas.org
Sherrill Rude, CAE, Director — Leadership & Advocacy
Phone: (317) 726-5016
E-mail: srude@incpas.org
Ali Paul, Leadership and Outreach Manager
Phone: (317) 726-5025
E-mail: apaul@incpas.org
Communications
Dave Shatkowski, Vice President — Communications
Phone: (317) 726-5022
E-mail: dshatkowski@incpas.org
Tony Flack, Marketing Communications Specialist
Phone: (317) 726-5012
E-mail: tflack@incpas.org
Jenifer Groth, APR, Public Relations & Social Media Manager
Phone: (317) 726-5010
E-mail: jgroth@incpas.org
Jessica Halverson, Graphic Designer
Phone: (317) 726-5027
E-mail: jhalverson@incpas.org
Stephanie Parton, Senior Manager — Member Communications
Phone: (317) 726-5026
E-mail: sparton@incpas.org
Finance and Technical Services
Michael Barker, CPA, CISA, Vice President — Finance
Phone: (317) 726-5021
E-mail: mbarker@incpas.org
Quintella Brooks, Staff Accountant
Phone: (317) 726-5028
E-mail: qbrooks@incpas.org
Nichole Favors, Peer Review Manager
Phone: (317) 726-5023
E-mail: nfavors@incpas.org
Angela Preston, Peer Review and Accounting Associate
Phone: (317) 726-5013
E-mail: apreston@incpas.org
Chris Prothero-Cooke, Web Systems Manager
Phone: (317) 726-5024
E-mail: cprothero-cooke@incpas.org
Bill Toth, Information Technology Manager
Phone: (317) 726-5019
E-mail: btoth@incpas.org
Member Services
Jennifer Briggs, CAE, Vice President — Member Services
Phone: (317) 726-5037
E-mail: jbriggs@incpas.org
Debie Cates, Member Services Associate
Phone: (317) 726-5000
E-mail: dcates@incpas.org
Debbie Copp, Member Services Associate
Phone: (317) 726-5008
E-mail: dcopp@incpas.org
Courtney Kincaid, Membership Manager
Phone: (317) 726-5020
E-mail: ckincaid@incpas.org
Indiana CPA Society Professional
Development & Conference Center
8250 Woodfield Crossing Blvd., Suite 100
P.O. Box 40069
Indianapolis, IN 46240
Phone: (317) 726-5000 or 1-800-272-2054
Fax: (317) 726-5005
Web: incpas.org
E-mail: info@incpas.org
Kara Naugle, Conference & Member Event Associate
Phone: (317) 726-5009
E-mail: knaugle@incpas.org
Christina Pristasch, Member Services Associate
Phone: (317) 726-5014
E-mail: cpristasch@incpas.org
Sarah Townsend, Professional Development Associate
Phone: (317) 726-5011
E-mail: stownsend@incpas.org
Stacey Wilson, Senior Manager — Professional Development
Phone: (317) 726-5015
E-mail: swilson@incpas.org
80 2011-2012

REFERENCE
Board of Directors 2011-12 (effective July 1, 2011)
Executive Committee
CHAIR
Charles Johnson, CPA
Engaging Solutions, LLC
3965 N. Meridian, 1B
Indianapolis, IN 46208
Phone: (317) 283-8300
Fax: (317) 283-8301
E-mail: charles@engagingsolutions.net
CHAIR-ELECT
Kevin G. Kruggel, CPA
Kruggel, Lawton & Company, LLC
210 S Michigan St, #200
South Bend, IN 46601
Phone: (574) 289-4011
Fax: (574) 289-4087
E-mail: kkruggel@klcpas.com
VICE CHAIR
Steven A. Eichenberger, CPA
BGBC Partners, LLP
300 N. Meridian St., #1100
Indianapolis, IN 46204
Phone: (317) 633-4700
Fax: (317) 860-1065
E-mail: stevee@bgbc.com
Jeffrey P. Fusile, CPA
PricewaterhouseCoopers, LLP
101 W. Washington St., #1300
Indianapolis, IN 46204
Phone: (317) 940-7000
Fax: (317) 453-4350
E-mail: jeff.fusile@us.pwc.com
Kent J. Williams, CPA
Indiana Wesleyan University
4201 S. Washington St.
Marion, IN 46953-4974
Phone: (765) 677-2304
Fax: (765) 677-2524
E-mail: kent.williams@indwes.edu
Directors
Bettie A. Caldwell, CPA
LifeStream Services, Inc.
P.O. Box 308
Yorktown, IN 47396
Phone: (765) 759-1121
E-mail: bcaldwell@lifestreaminc.org
Matthew A. Cohoat, CPA
Becknell Industrial Properties
9757 Westpoint Dr., #600
Indianapolis, IN 46256
Phone: (317) 250-4814
Fax: (217) 352-8707
E-mail: mcohoat@becknell-llc.com
D. Michael Jack, CPA
Fishers, IN 46037
Phone: (317) 605-1852
E-mail: dmjack_99@yahoo.com
Michael E. Johnson, CPA
Indiana University School of Medicine
Fairbanks Hall, #5100
340 W. 10th St.
Indianapolis, IN 46202-2083
Phone: (317) 274-3558
E-mail: mjohnson45@yahoo.com
Jenni Lea McNaughton, CPA, J.D.
Sherck, Hussey, Johnson & McNaughton, LLC
1402 N. Capitol Ave., #150
Indianapolis, IN 46202
Phone: (317) 236-0888
Fax: (317) 236-0892
E-mail: jmcnaughton@shjcpa.com
Jennifer Norris, CPA
Metropolitan Indpls. Board of Realtors
1912 N. Meridian St.
Indianapolis, IN 46202
Phone: (317) 956-5234
Fax: (317) 956-5050
E-mail: jennynorris@mibor.com
Matthew J. Pletcher, CPA
Insight Accounting Group
1832 W Lincoln Ave.
Goshen, IN 46526
Phone: (574) 534-4040
Fax: (574) 533-7876
E-mail: mpletcher@insightaccountinggroup.
com
Cynthia L. Ransom, CPA
Eli Lilly and Company
Lilly Corporate Center
Indianapolis, IN 46285
Phone: (317) 276-3843
Fax: (317) 276-1831
E-mail: ransom_cynthia@lilly.com
Mark E. Shaffer, CPA
KPMG, LLP
111 Monument Circle, #1500
Indianapolis, IN 46204
Phone: (317) 951-2450
Fax: (317) 635-3314
E-mail: mshaffer@kpmg.com
Louis E. Stratton, CPA
Meador Stratton, LLP
9000 Indianapolis Blvd.
Highland, IN 46322
Phone: (219) 972-1500
Fax: (219) 972-1139
E-mail: lstratton@meadorstratton.com
Public Members
Steven R. Johnson
Indianapolis, IN 46204
Phone: (317) 502-2900
E-mail: srjlcm@aol.com
Dan Lappin
One Lappin Group
600 E. Carmel Dr., #261
Fishers, IN 46032
Phone: (317) 815-1999
E-mail: dan@onelappingroup.com
INDIANA CPA SOCIETY
81

REFERENCE
Ethics Committee
CHAIR
Thaddeus B. Zaleski, CPA
Dauby O’Connor & Zaleski, LLC
501 Congressional Blvd., #300
Carmel, IN 46240
Phone: (317) 848-5700
Fax: (317) 815-6140
Sue A. Back, CPA
RJ Pile, LLC
One Indiana Sq., #1200
Indianapolis, IN 46204
Phone: (317) 269-3435
Fax: (317) 269-3452
Jeffrey A. Baumann, CPA
Maple Leaf Farms, Inc.
9166 N. 200 E.
P.O. Box 308
Milford, IN 46542
Phone: (574) 658-2806
Fax: (574) 658-2227
Roger A. Booth, CPA
Family & Social Services
Administration
402 W. Washington St.
P.O. Box 7083
Indianapolis, IN 46207-7083
Phone: (317) 232-6859
James J. Cline, CPA
L. M. Henderson & Company, P.C.
450 E. 96th St., #200
Indianapolis, IN 46240
Phone: (317) 566-1000
Fax: (317) 566-1700
Karen M. Conner, CPA
Toby D. Prince, Inc.
323 E. Winslow Rd. #100
Bloomington, IN 47404
Phone: (812) 330-9324
Deborah D. Freeland, CPA
Clifton Gunderson LLP
9339 Priority Way
West Drive #200
Indianapolis, IN 46240
Phone: (317) 569-6230
Steven K. Gaylord, CPA
Katz, Sapper & Miller, LLP
800 E. 96th St., #500
P.O. Box 40857
Indianapolis, IN 46240-0587
Phone: (317) 580-2050
Fax: (317) 580-2159
Troy J. Gilstorf, CPA
BKD, LLP
201 N. Illinois St. , Suite #700
Indianapolis, IN 46244
Phone: (317) 383-4000
Fax: (317) 383-4200
Tania M. Herke, CPA
American General Finance, Inc.
601 N.W. Second St.
P.O. Box 59
Evansville, IN 47701-0059
Phone: (812) 468-5956
Fax: (812) 468-5451
Venita Moore, CPA
Engaging Solutions
3965 N. Meridian St., #1B
Indianapolis, IN 46208-4783
Phone: (317) 283-8300
Fax: (317) 283-8301
William F. Murphy, CPA
Mallor Grodner, LLP
101 W Ohio St., #1540
Indianapolis, IN 46204
Phone: (317) 201-6699
Fax: (317) 631-1314
Brian W. Ramsey, CPA
KPMG, LLP
111 Monument Circle, #1500
Indianapolis, IN 46204
Phone: (317) 636-5592
Fax: (317) 635-3314
Cynthia A. Slaughter, CPA
Indy Walls & Ceilings, Inc.
1901 N. Sherman Dr.
Indianapolis, IN 46218
Phone: (317) 352-9215
Fax: (317) 351-9629
Catharine P. Stewart, CPA
Estep, Doctor & Co., P.C.
3737 W. Bethel Ave.
Muncie, IN 47304
Phone: (765) 289-5366
Fax: (765) 289-3332
William H. Svihla, CPA
Svihla & Associates CPAs, LLC
2901 Ohio Blvd., #282
Terre Haute, IN 47803
Phone: (812) 238-9202
Fax: (866) 412-4746
Daniel J. Walker, CPA
Charles E. Madden & Company
850 Fort Wayne Ave.
Indianapolis, IN 46204
Phone: (317) 639-5580
Fax: (317) 685-0074
Dawn E. Wilson, CPA
Concurrence Advisors, LLC
5207 Hopkinton Dr.
Fort Wayne, IN 46814
Phone: (260) 348-5345
Michael G. Yates, CPA
Crowe Horwath LLP
330 E. Jefferson Blvd.
P.O. Box 7
South Bend, IN 46624-0007
Phone: (574) 236-7644
Fax: (574) 236-8692
STAFF LIAISON
Michael Barker, CPA, CISA
Government Relations Advisory Council
Assumes primary responsibility for considering legislative policies, current position
statements and other legislative or regulatory activities as it relates to INCPAS.
CHAIR
Randall L. Effner, CPA
Larry E. Nunn & Associates,
CPAs, LLC
4002 Clarks Creek Rd.
Plainfield, IN 46168
Phone: (317) 839-9136
Fax: (317) 839-9177
Jake D. Dunton, CPA
Dunton & Co.
Certified Public Accountants
7002 Graham Rd., #128
Indianapolis, IN 46220
Phone: (317) 842-6325
Fax: (317) 863-1232
Kevin J. Hamernik, CPA
Hamernik, LLC
One Indiana Square, #1550
Indianapolis, IN 46204
Phone: (317) 684-1550
Fax: (317) 524-1572
Michael E. Johnson, CPA
Indiana University School
of Medicine
340 W. Tenth St.
Fairbanks Hall, #5100
Indianapolis, IN 46202-2083
Phone: (317) 274-3558
Martha T. Nommay, CPA
Second Presbyterian Church
7700 N. Meridian St.
Indianapolis, IN 46260
Phone: (317) 252-5514
Fax: (317) 252-5590
Louis C. Schmitt, CPA
Louis C. Schmitt, CPA
Carmel, IN 46033
Phone: (317) 414-3995
Max L. Stinson, CPA
Carmel, IN 46032
Phone: (317) 846-4475
Fax: (317) 846-8355
T. Michael Turpin, CPA
Dunbar Cook & Shepard, PC
8250 Woodfield Crossing
Blvd. #300
Indianapolis, IN 46240-4301
Phone: (317) 469-0169
Fax: (317) 469-0149
Curtis A. Whittaker, CPA
Whittaker & Co
487 Broadway #207
Gary, IN 46402-1235
Phone: (219) 880-0850
Fax: (219) 880-0858
Angela L. Zirkelbach, CPA
Blue & Co., LLC
One American Square
Suite 2200
P.O. Box 82062
Indianapolis, IN 46282
Phone: (317) 713-7961
Fax: (317) 713-7961
STAFF LIAISONS
Gary Bolinger, CAE
Sherrill Rude, CAE
82 2011-2012

REFERENCE
Peer Review Committee
CHAIR
Steven Stucky, CPA
ent:imler, cpa
8555 N. River Rd., #300
Indianapolis, IN 46240
Phone: (317) 842-4466
Fax: (317) 577-7724
VICE CHAIR
Charles Christner, CPA
McGladrey & Pullen, LLP
52700 Independence Ct.
P.O. Box 99
Elkhart, IN 46515-0099
Phone: (574) 522-0410
Fax: (574) 295-2138
PAST CHAIR
Jake Dunton, CPA
Dunton & Co., PC
Certified Public Accountants
7002 Graham Rd., #128
Indianapolis, IN 46220
Phone: (317) 842-6325
Fax: (317) 849-6692
Shawn Antell, CPA
Sherck, Hussey, Johnson &
McNaughton, LLC
1402 N. Capitol Ave., #150
Indianapolis, IN 46202-2316
Phone: (317) 236-0888
Fax: (317) 236-0892
Lorita Bill, CPA
Girardot, Strauch & Co.
316 Main St.
P.O. Box 1497
Lafayette, IN 47902-1497
Phone: (765) 423-5313
Fax: (765) 742-4692
Rodney Humphrey, CPA
Humphry CPA Group, LLC
429 E. Vermont St. #310
Indianapolis, IN 46202
Phone: (317) 435-3447
Gregory Jurgonski, CPA
Jurgonski & Fredlake CPAs
418 W. Jefferson Blvd.
South Bend, IN 46601
Phone: (574) 251-1414
Fax: (574) 251-1477
John Leemhuis, CPA, FLMI
Leemhuis Group
429 E. Vermont St., #306
Indianapolis, IN 46202
Phone: (317) 634-1490
Fax: (317) 634-1499
David Lemler, CPA
Lemler Group, LLC
7002 Graham Rd., #210
Indianapolis, IN 46220
Phone: (317) 449-0121
Fax: (317) 723-6572
David Lewis, CPA
Estep, Doctor & Co., PC
3737 W. Bethel Ave.
Muncie, IN 47304
Phone: (765) 289-5366
Fax: (765) 289-3332
Charles Naber, CPA
Somerset CPAs, PC
3925 River Crossing Pkwy., #300
P.O. Box 40368
Indianapolis, IN 46240
Phone: (317) 472-2200
Fax: (317) 208-1200
Lisa Olmsted, CPA
Bucheri, McCarty & Metz LLP
2366 W. Boulevard
P.O. Box 2147
Kokomo, IN 46904-2147
Phone: (765) 236-2338
Fax: (765) 236-2333
Teresa Powell, CPA
Teresa L. Powell, CPA
321 W. Jackson St.
P.O. Box 4
Muncie, IN 47305
Phone: (765) 747-1045
Fax: (765) 747-1047
Claudette Russell, CPA
Hare, Russell & Holder
2632 N. 9th St.
P.O. Box 249
Lafayette, IN 47902
Phone: (765) 742-1243
Fax: (765) 742-0198
John Seale, CPA, CITP
RBSK Partners, PC
224 N. Broadway St.
P.O. Box 200
Greensburg, IN 47240
Phone: (812) 663-7567
Fax: (812) 663-8886
Steven Silva, CPA
K.B. Parrish & Co.
6840 Eagle Highlands Way
Indianapolis, IN 46254
Phone: (317) 347-5200
Fax: (317) 347-5211
STAFF LIAISONS
Nichole Favors
Angela Preston
INDIANA CPA SOCIETY
83

REFERENCE
Tax Resource Advisory Council
Assumes primary responsibility for considering legislative policies, current position
statements and other legislative or regulatory activities as it relates to tax issues.
CHAIR
Jeff McGowan, CPA
Kruggel, Lawton & Co., LLC CPAs
210 South Michigan St., #200
South Bend, IN 46601
Phone: (574) 289-4011
Fax: (574) 289-4087
Bernie Cinkoske, CPA
Farm Bureau Insurance
225 S. East St.
P.O. Box 1250
Indianapolis, IN 46206-1250
Phone: (317) 692-7861
Fax: (317) 692-8443
Lee Cole, CPA, CFS
Lee Cole, CPA, PC
7002 Graham Rd. #118
Indianapolis, IN 46220
Phone: (317) 842-0410
Fax: (317) 842-0419
William S. Faulkner, CPA
DuCharme, McMillen
& Associates
8440 Allison Pointe Blvd., #300
Indianapolis, IN 46250
Phone: (317) 596-3260
Fax: (317) 596-3264
William N. Kulsrud, CPA
Indiana University
801 W. Michigan St.
Indianapolis, IN 46202-5151
Phone: (317) 274-3422
Fax: (317) 274-3312
Ed Marcum, CPA
Clifton Gunderson, LLP
9339 Priority Way W. Dr., #200
Indianapolis, IN 46240
Phone: (317) 569-6104
Fax: (317) 574-9707
David McDaniel, CPA
ent:imler, cpa
8555 N. River Rd., #300
Indianapolis, IN 46240
Phone (317) 842-4466
Fax: (317) 577-7724
Daniel P. Naragon, CPA
Naragon & Purdy, Inc., CPAs
102 N. Heeter St.
North Manchester, IN 46962
Phone: (260) 982-9500
Stanley Porter, CPA
Hill-Rom
1069 State Route 46 E.
Batesville, IN 47006
Phone: (812) 931-2639
Fax: (812) 931-3208
Kyle Simmerman, CPA
BGBC Partners, LLP
300 N. Meridian St. #1100
Indianapolis, IN 46204-1736
Phone: (317) 507-0099
Fax: (317) 860-1065
STAFF LIAISON
Sherrill Rude, CAE
84 2011-2012

REFERENCE
Important Numbers
Internal Revenue Service
District Office:
Minton-Capehart Building
575 N. Pennsylvania
Indianapolis, IN 46204
Internal Revenue Service Phone Numbers
Mailing Address:
P.O. Box 44687
Indianapolis, IN 46244
Appeals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .(317) 685-7886
Counsel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .(317) 685-7938
Criminal Investigation Division .................(312) 566-2103
Small Business/Self Employed Operating Division
Collections Division . . . . . . . . . . . . . . . . . . . . . .(317) 685-7762
Liaison and Disclosure, Governmental Liaison . .(317) 685-7783
Liaison and Disclosure, Stakeholder Liaison . . . .(313) 234-1083
Examination Division . . . . . . . . . . . . . . . . . . . . .(317) 581-5701
Specialty Programs Employment Tax . . . . . . . . .(616) 235-1555
Indiana Board of Accountancy
Handles inquiries regarding regulation, licensing, renewals,
CPE credit, examinations and certificates for CPAs, CPA
corporations, CPA partnerships and professional corporations.
Professional Licensing Agency
Attn: Accountancy Group
402 W. Washington St., Room W072
Indianapolis, IN 46204
Phone: (317) 234-3040
Web: in.gov/pla/accountancy.htm
E-mail: pla11@pla.IN.gov
Indiana Department of Revenue
Indiana Government Center North
100 N. Senate Ave., Room N105
Indianapolis, IN 46204-2281
Web: in.gov/dor/
AICPA
Member Service Center:
E-mail: service@aicpa.org
Phone: 1-888-777-7077
Fax: 1-800-362-5066
Tax Exempt/Government Entities Organization . . . . .(312) 566-3901
Tax Payer Advocate Office ....................(317) 685-7840
Local Taxpayer Advocate .....................(317) 685-7795
Treasury Inspector General for Tax Administration . .(317) 685-7962
Tax Practitioner Priority Service Hotline . . . . . . . . 1-866-860-4259
Hours of Operation: 8 a.m.-8 p.m. local time
IRS Listings Outside of Indianapolis
Bloomington ..............................(812) 334-4234
Columbus ................................(812) 378-1210
Evansville . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .(812) 474-4800
Fort Wayne ...............................(260) 458-5000
Lafayette .................................(765) 449-3880
Merrillville ................................(219) 736-4378
Muncie ..................................(765) 747-5533
South Bend ...............................(574) 236-8149
Terre Haute ...............................(812) 231-6521
INDIANA CPA SOCIETY
85

REFERENCE
Tax Forms State-by-State
Alabama
(334) 242-1170
www.ador.state.al.us
Kansas
(785) 368-8222
www.ksrevenue.org
New Mexico
(505) 827-0700
www.state.nm.us
Vermont
(802) 828-2515
www.state.vt.us/tax
Alaska
(907) 465-2320
www.revenue.state.ak.us
Kentucky
(502) 564-4581
www.revenue.ky.gov
New York City
(718) 935-6739
www.ci.nyc.ny.us
Virginia
(804) 367-8031
www.tax.virginia.gov
Arizona
(602) 542-4260
www.revenue.state.az.us
Louisiana
(225) 219-2113
www.rev.state.la.us
New York State
(518) 457-5431
www.state.ny.us
Washington
1-800-647-7706
www.dor.wa.gov
Arkansas
(501) 682-1100
www.arkansas.gov/dfa
Maine
(207) 626-8458
www.state.me.us/revenue
North Carolina
1-877-252-3052
www.dor.state.nc.us
Washington, D.C.
(202) 442-6546
www.dc.gov
California
1-800-852-5711
ftb.ca.gov
Maryland
1-800-638-2937
www.comp.state.md.us
North Dakota
(701) 328-7088
www.nd.gov/tax
West Virginia
1-800-422-2075
www.state.wv.us/taxdiv
Colorado
(303) 238-7378
www.revenue.state.co.us/TPS_
Dir/home.asp
Connecticut
(860) 297-5962
www.ct.gov/drs
Delaware
(302) 577-3300
www.state.de.us/revenue
Florida
1-800-352-3671
www.myflorida.com/dor
Georgia
(404) 417-6011
www.dor.georgia.gov
Hawaii
1-800-222-3229
www.state.hi.us/tax
Idaho
(208) 334-7660
www.tax.idaho.gov
Illinois
1-800-356-6302
www.revenue.state.il.us
Indiana
(317) 232-2240
www.in.gov/dor/
Iowa
(515) 281-3114
www.state.ia.us/tax
Massachusetts
(617) 887-6367
www.mass.gov/dor
Michigan
1-800-827-4000
www.michigan.gov/treasury
Minnesota
(651) 296-4444
www.taxes.state.mn.us
Mississippi
(601) 923-7000
www.mstc.state.ms.us
Missouri
1-800-877-6881
www.dor.mo.gov
Montana
(406) 444-6900
www.mt.gov/revenue
Nebraska
(402) 471-2971
www.revenue.state.ne.us
Nevada
(775) 684-2000
www.revenue.state.co.us
www.tax.state.nv.us
New Hampshire
(603) 271-2191
www.revenue.nh.gov
New Jersey
(609) 826-4400
www.state.nj.us/treasury/taxation
Ohio
1-800-282-1782
www.tax.ohio.gov
Oklahoma
(405) 521-3160
www.oktax.state.ok.us
Oregon
1-800-356-4222
www.oregon.gov/DOR
Pennsylvania
1-888-728-2937
www.revenue.state.pa.us
Rhode Island
(401) 222-1040
www.tax.state.ri.us
South Carolina
1-800-768-3676
www.sctax.org
South Dakota
1-800-829-9188
www.state.sd.us/drr2
Tennessee
1-800-342-1003
www.state.tn.us
Texas
1-800-252-5555
www.window.state.tx.us
Utah
1-800-662-4335
www.tax.utah.gov
Wisconsin
(608) 266-1961
www.dor.state.wi.us
Wyoming
(307) 777-5200
www.wyoming.gov
86 2011-2012

the
Indiana
CPA-PAC
affects
your
future
Legislation affects your professional future. CPAs must
maintain a high profile with members of the Indiana
General Assembly.
In the eyes of legislators, it takes two things to make a
strong PAC — money and contributors. Help us continue
our successful lobbying history.
We can show our strength through your grassroots support — Donate!
Level of Particpation: $250 $100 $75 $50 $25 Other________
NAME:
FIRM/CO.:
Make checks payable to:
Indiana CPA-PAC
ADDRESS:
Return to:
Indiana CPA-PAC
P.O. Box 40069,
Indianapolis, IN
46240
Or fax to:
(317) 726-5005
CITY: STATE: ZIP:
CREDIT CARD: AmEx Discover Mastercard Visa
CREDIT CARD No.:
NAME ON CARD: EXP. DATE: CVV#:
Contributions or gifts to the
Indiana CPA Political Action
Committee are not deductible
as charitable contributions for
federal tax purposes.
SIGNATURE:
TOTAL ON CARD:
Thanks!
INDIANA CPA SOCIETY
87

On a dark night in Metro Indianapolis a signal
is sent from the Indiana Roof Ballroom...
INCPAS members, we need you!
Grab your cape and tights* and
Join us November 18 FOr...
Fly, swing, climb or kerpow
your way to the Indiana Roof
Ballroom for a night to
recognize successful Exam
candidates, award Winners and
outgoing leadership.
*Superhero and villan costumes encouraged, but not required.
(317) 726-5000 • 1-800-272-2054 • incpas.org/CPAcelebration