CPE CATALOG 2019...2019/03/20 · CPE today – and thank you for choosing the MSCPA as your provider of continuing education! CPE CATALOG 2019 NEW FOR 2019! In order to streamline

2019CPE CATALOG

CONTENTS

MSCPA CPE STAFF

Conference Dates ..................................................2

Annual Convention ................................................3

Ethics Courses ........................................................4

Onsite Learning Where You Work ......................4

Online MSCPA Courses ........................................5

Courses By Location ..............................................6

Online Partner Courses ........................................10

My CPE Tracker .......................................................11

CPE at a Glance ......................................................12

Course Information ................................................14

Policies & General Information............................34

CPE Registration Form ..........................................36

G EN ER AL CONTACT INFORMATION

Phone: 601-856-4244

Fax: 601-856-8255

306 Southampton Row

Ridgeland, MS 39157

Website: www.ms-cpa.org

Email: [email protected]

Ellen Vaughn

Director of Education

[email protected]

Lydia CarlisleCPE Registrar

[email protected]

The full CPE catalog is available online at www.ms-cpa.org

YOUR TRUSTE D LE ARNING PARTNE R

Whatever your learning needs, the MSCPA has got you

covered. There are many changes affecting you such as

evolving technologies, new regulations and competitive

pressures. These changes bring opportunities for new

competencies and specializations. Your partnership

with us means priority access to changing regulations

and new trends, hundreds of learning products to help

you stay sharp, and effective learning outcomes to help

you succeed.

MSCPA is dedicated to offering the highest quality,

highest value continuing education programs to our

members. Your support is critical to our success and we

truly can’t do it without your support. Start planning your

CPE today – and thank you for choosing the MSCPA as

your provider of continuing education!

CPE CATALOG 2019

NEW FOR 2019! In order to streamline our

summary of responses required by our CPE

program partners, all in person and livestream

MSCPA course evaluations (with the exception

of conferences) will be conducted online.

Attendees will receive an email one hour prior

to the end of the course with a link to the

online evaluation. Online evaluations must be

completed within 24 hours.

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2 0 1 9 C O N F E R E N C E D AT E S Young CPA ConferenceApril 26, 2019MSCPA Training Center, Ridgeland

Changes in Business & Industry: A Program for Management DevelopmentMay 14-15, 2019MSCPA Training Center, Ridgeland

Accounting & Auditing ConferenceMay 16, 2019MSCPA Training Center, Ridgeland

Technology ConferenceMay 20-21, 2019Embassy Suites, Ridgeland

Governmental Accounting & Auditing ConferenceAugust 15-16, 2019Hilton-Jackson

Banking and Finance ConferenceAugust 27, 2019Hilton-Jackson

NEW Agricultural and Farm Activities ConferenceAugust 30, 2019MSCPA Training Center, Ridgeland

Health Care Services ConferenceSeptember 27, 2019MSCPA Training Center, Ridgeland

Industry ConferenceOctober 18, 2019MSCPA Training Center, Ridgeland

Accounting Education ConferenceOctober 25, 2019MSCPA Training Center, Ridgeland

Business Valuation & Litigation Support Services ConferenceNovember 14, 2019MSCPA Training Center, Ridgeland

Not-for-Profit ConferenceNovember 19, 2019Hilton-Jackson

Mississippi Tax InstituteDecember 4-5, 2019Hilton-Jackson

These select conferences will also be available via Livestream.

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2 0 1 9 M S C PA A N N U A L C O N V E N T I O NTHURSDAY, JUN E 20 – SUN DAY, JUN E 23 , 2019

SAN DESTIN GOLF AN D B E ACH RESORTDESTIN , FLORIDA

MSCPA’s Annual Convention has been the avenue to promote fellowship among the members. The Offi cers and Board of Governors welcome members, their families and guests and invite you to enjoy a program planned with entertainment for the whole family. To our new members, we especially invite you to join us and be part of the convention.

General Registration includes the welcome reception, three breakfasts, two speaker presentations, Friday box lunch, Saturday beach party/volleyball tournament, reception, banquet and special entertainment.

Visit our Convention webpage (www.ms-cpa.org/education/annual-convention) to register and choose your seminars and activities.

CREDITS: 2 GENERAL

CONVE NTION CPE PROG R AMS

THURSDAY, JUNE 20, 2019

HOT TOPICS IN A& A: PREPARING FOR IMMINENT CHANGE8:30AM – 12:00PM

CREDITS: 4 A& A

LEADER: WILKINS M. CRAWFORD

The future of Accounting & Auditing is here, and it holds many imminent changes from the numerous accounting standards to the impact of technology in the audit of the future. This course will provide an overview of upcoming FASB and GASB accounting standards changes including revenue recognition, leases, current expected credit loss, and many others in between. We’ll close by taking a glimpse into the audit of the future and how those approaching developments will impact the profession.

THURSDAY, JUNE 20, 2019

ETHICS, RULES, AND REGULATIONS1 :00PM – 4:30PM

CREDITS: 4 ETHICS

LEADER: DONNA M. INGRAM

This seminar satisfi es the State Board’s requirement for three hours of general ethics and one hour of Mississippi Rules and Regulations.

3

Ethics, Rules, and RegulationsMonday, May 13, 2019 8:30am – 12:00pmLIVESTREAM and In Person at the MSCPA Training

Center-Ridgeland

Instructor: Donna Ingram

Member Price: $155

Ethics, Rules, and RegulationsWednesday, May 22, 2019 8:30am – 12:00pmMarriott Courtyard-Gulfport

Instructor: Billy Morehead

Member Price: $155

Ethics, Rules, and RegulationsFriday, May 31, 2019 8:30am – 12:00pmTrent Lott Center-Hattiesburg


Member Price: $155

The Mississippi State Board of Public Accountancy requires that each CPA must have obtained and report online a minimum four CPE credit hours in Board approved Ethics, Professional Conduct, Public Accountancy Law and Regulations courses triennially - current period: July 1, 2016, through June 30, 2019. A minimum of one of these Ethics CPE credit hours must be in the subject of Public Accountancy Law and Regulations.

MSCPA can help you meet the requirement! Watch for CPE updates as more ethics courses are added to our online catalog.

E T H I C S C O U R S E STr i e n n i a l R e m i n d e r

Ethics, Rules, and RegulationsWednesday, June 12, 2019 8:30am – 12:00pmBancorpSouth Conference Center-Tupelo


Member Price: $155

Ethics, Rules, and RegulationsThursday, June 20, 2019 1:00pm – 4:30pmSandestin Golf and Beach Resort-Destin


Member Price: $155

Ethical Leadership for Mississippi CPAsThursday, June 27, 2019 8:30am – 12:00pmMSCPA Training Center-Ridgeland

Instructor: Don Minges/Executive Education

Member Price: $160

Take advantage of MSCPA’s knowledge and relationship with high quality instructors.

Whether your staff needs to simply maintain their licenses, such as meeting the state’s ethics requirements, or would like to delve into the recent changes to professional accounting and auditing standards, the MSCPA has your team covered.

• Ideal for 10+ staff members• Customizable for your needs: half days, one day or several days• Hundreds of topics • No lost travel time or expenses for staff• Confidential learning environment specific to your firm’s needs

Bring high-quality courses, backed by the resources and experience of the MSCPA, direct to your office.

Schedule a Conversation to Learn MoreFor more information about onsite programs, please contact MSCPA Director of Education, Ellen Vaughn.

O N S I T E L E A R N I N G W H E R E Y O U W O R K

Contact InformationEllen VaughnDirector of EducationMississippi Society of CPAsPhone 601-856-4244Email [email protected]

This select course will also be available via Livestream.

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Online CPE provides a convenient alternative to classroom seminars. MSCPA now produces real-time webinars offering quality CPE via your computer or mobile device. These livestream courses let you tune in remotely and even submit questions for the presenter.

LIVESTREAM

Ethics, Rules, and RegulationsMonday, May 13, 20198:30 AM | Ethics: 4Instructor: Donna IngramMember Price: $155

Mississippi Sales and Use TaxMonday, May 13, 20191:00 PM | Tax: 4Instructor: Justin StephensMember Price: $155

Accounting and Auditing ConferenceThursday, May 16, 20198:30 AM | A&A: 8Instructor: Michael BrandMember Price: $220

Audits of 401K PlansFriday, May 17, 20198:30 AM | A&A: 8Instructor: Bill FelderMember Price: $275

The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent ThemFriday, May 24, 20198:30 AM | A&A: 4Instructor: Glenn HelmsMember Price: $155

Fraud and Cash Receipts: Common Frauds and Internal ControlsFriday, May 24, 20191:00 PM | A&A: 4Instructor: Glenn HelmsMember Price: $155

Real-World Frauds Found in Not-for-ProfitsMonday, June 3, 20198:30 AM | A&A: 4Instructor: Donna IngramMember Price: $155

Real-World Frauds Found in GovernmentsMonday, June 3, 20191:00 PM | A&A: 4Instructor: Donna IngramMember Price: $155

Accounting and Auditing UpdatesTuesday, June 4, 20198:30 AM | A&A: 4Instructor: Brent McClureMember Price: $155

Preparation, Compilation, and Review Engagements: Update and ReviewTuesday, June 4, 20191:00 PM | A&A: 4Instructor: Brent McClureMember Price: $155

Controller’s Update: Today’s Latest TrendsWednesday, June 5, 20198:30 AM | A&A: 4Instructor: Brent McClureMember Price: $155

Developing Your Digital MindsetWednesday, June 5, 20191:00 PM | General: 4Instructor: Brent McClureMember Price: $155

Smart Tax Planning Strategies for IndividualsFriday, June 7, 20198:30 AM | Tax: 4Instructor: Bill TaylorMember Price: $155

Social Security and Medicare: Maximizing Retirement BenefitsFriday, June 7, 20191:00 PM | Tax: 4Instructor: Bill TaylorMember Price: $155

How to Settle a Client’s EstateMonday: June 10, 20198:30 AM | Tax: 8Instructor: Scott EmersonMember Price: $275

Construction Contractors Advanced IssuesTuesday, June 25, 20198:30 AM | A&A: 6 / Tax: 2Instructor: Andrew CopelandMember Price: $275

The Complete Guide to Payroll Taxes and 1099 IssuesWednesday, June 26, 20198:30 AM | Tax: 8Instructor: Bill TaylorMember Price: $275

Agricultural and Farm Activities ConferenceFriday, August 30, 20198:30 AM | General: 8Instructor: Michael FrostMember Price: $210

Health Care Services ConferenceFriday, September 27, 20198:30 AM | General: 8Instructor: VariousMember Price: $210

Industry ConferenceFriday, October 18, 20198:30 AM | General: 8Instructor: VariousMember Price: $175

Construction Contractors: Accounting, Auditing, and TaxWednesday, November 6, 20198:30 AM | A&A: 6 / Tax: 2Instructor: Andrew CopelandMember Price: $275

AICPA’s Federal Tax UpdateMonday, November 11, 20198:30 AM | Tax: 8Instructor: Jan LewisMember Price: $275

Business Valuation and Litigation Support Services ConferenceThursday, November 14, 20198:30 AM | General: 8Instructor: VariousMember Price: $185

Hottest Tax Topics for 2019Monday, December 9, 20198:30 AM | Tax: 8Instructor: Bill TaylorMember Price: $275

Advanced Tax Strategies for LLCs and PartnershipsTuesday, December 10, 20198:30 AM | Tax: 8Instructor: Bill TaylorMember Price: $275

O N L I N E M S C PA C O U R S E S

5

GULFPORT

HATTIESBURG

Marriott Courtyard1600 E Beach BlvdGulfport, MS 39501

228-864-4310

USM Trent Lott Center118 College Drive

Hattiesburg, MS 39406601-266-5507

Ethics, Rules, and RegulationsWednesday, May 22, 20198:30 AM | Ethics: 4Instructor: Billy MoreheadMember Price $155

Plop, Plop, Fizz, Fizz: Fraud and IndigestionWednesday, May 22, 20191:00 PM | A&A: 4Instructor: Billy MoreheadMember Price $155

Analytics and Big Data for AccountantsWednesday, May 22, 20198:30 AM | A&A: 8Instructor: John CoxMember Price $275

Tax Considerations and Consequences for Closely Held BusinessesThursday, May 23, 20198:30 AM | Tax: 8Instructor: Patrick KelleyMember Price $275

Advanced Controller and CFO SkillsThursday, May 23, 20198:30 AM | A&A: 8Instructor: John CoxMember Price $275

Reviewing Individual Tax Returns: What Are You Missing?Tuesday, October 22, 20198:30 AM | Tax: 4Instructor: Bill TaylorMember Price $155

Reviewing Partnership Tax Returns: What Are You Missing?Tuesday, October 22, 20191:00 PM | Tax: 4Instructor: Bill TaylorMember Price $155

Cut Your Client’s Tax Bill: Individual Tax Planning Tips and StrategiesWednesday, October 23, 20198:30 AM | Tax: 8Instructor: Bill TaylorMember Price $275

Advanced Controller and CFO SkillsWednesday, May 29, 20198:30 AM | A&A: 8Instructor: Brent McClureMember Price: $275

Form 990: Exploring the Form’s Complex SchedulesWednesday, May 29, 20198:30 AM | Tax: 8Instructor: Brian YackerMember Price: $275

Cut Your Client’s Tax Bill: Individual Tax Planning Tips and StrategiesThursday, May 30, 20198:30 AM | Tax: 8Instructor: Patrick KelleyMember Price: $275

Accounting and Reporting for Not-for-Profit OrganizationsThursday, May 30, 20198:30 AM | A&A: 8Instructor: Brian YackerMember Price: $275

Ethics, Rules, and RegulationsFriday, May 31, 20198:30 AM | Ethics: 4Instructor: Donna IngramMember Price: $155

Fraud: The Quest for Buried TreasuresFriday, May 31, 20191:00 PM | A&A: 4Instructor: Donna IngramMember Price: $155

Annual Update for Accountants and AuditorsThursday, December 12, 20198:30 AM | A&A: 8Instructor: Michael BrandMember Price: $275 AICPA’s Federal Tax UpdateThursday, December 12, 20198:30 AM | Tax: 8Instructor: Jan LewisMember Price: $275

Annual Update and Practice Issues for Preparation, Compilation, and Review EngagementsFriday, December 13, 20198:30 AM | A&A: 8Instructor: Michael BrandMember Price: $275 Best Practices for Payroll Taxes and 1099 FormsFriday, December 13, 20198:30 AM | Tax: 8Instructor: Bill TaylorMember Price: $275

C O U R S E S BY LO C AT I O N

6

JACKSON/RIDGELAND

JACKSON/RIDGELAND

JACKSON/RIDGELAND

JACKSON/RIDGELAND

Embassy Suites200 Township Place

Ridgeland, MS 39157601-607-7112

Hilton-Jackson1001 E County Line Rd

Jackson, MS 39211601-957-2800

Holmes Community College412 W Ridgeland AveRidgeland, MS 39157

601-856-5400

MSCPA Training Center306 Southampton Row

Ridgeland, MS 39157601-856-4244

MS Technology ConferenceMonday-Tuesday, May 20-21, 20198:30 AM | General: 16Instructor: VariousMember Price: $485

Governmental Accounting and Auditing ConferenceThursday-Friday, August 15-16, 20198:30 AM | A&A: 16Instructor: VariousMember Price: $295

Banking and Finance ConferenceTuesday, August 27, 20198:30 AM | General: 8Instructor: VariousMember Price: $200

Not-for-Profit ConferenceTuesday, November 19, 20198:30 AM | General: 8Instructor: VariousPrice $100

Mississippi Tax InstituteThursday, December 5, 20198:30 AM | Tax: 8Optional SessionWednesday, December 4, 20191:00 PM | Tax: 4Instructor: VariousPrice with Optional Session: $300Price without Optional Session: $200

Accounting and Auditing Update for Small BusinessesMonday, June 24, 20198:30 AM | A&A: 8Instructor: Eugene RistainoMember Price: $275

Employers Handbook: Legal, Tax, and Health Care IssuesTuesday, June 25, 20198:30 AM | Gen: 5 / Tax: 3Instructor: Bill TaylorMember Price: $275

Annual Update: Top Governmental andNot-for-Profit Accounting and Auditing Issues Facing CPAsWednesday, June 26, 20198:30 AM | A&A: 8Instructor: John Georger, Jr.Member Price: $275

The New Yellow Book: Government Auditing Standards, 2018 RevisionsThursday, June 27, 20198:30 AM | A&A: 8Instructor: John Georger, Jr.Member Price: $275

Applying the Uniform Guidance in Your Single AuditsFriday, June 28, 20198:30 AM | A&A: 8Instructor: John Georger, Jr.Member Price: $275

Young CPA ConferenceFriday, April 26, 20198:30 AM | Gen: 1 / PD: 4 / A&A: 3Instructor: VariousPrice: $125

CFO Series: Financial LeadershipMonday, April 29, 20198:30 AM | General: 8Instructor: John LevyMember Price: $285

CFO Series: Budgets & ProjectionsTuesday, April 30, 20198:30 AM | General: 8Instructor: John LevyMember Price: $285

CONTINUED ON NEXT PAGE

C O U R S E S BY LO C AT I O N C O N T I N U E D

7

JACKSON/RIDGELAND - MSCPA TRAINING CENTER CONTINUED

Ethics, Rules, and RegulationsMonday, May 13, 20198:30 AM | Ethics: 4Instructor: Donna IngramMember Price: $155

Mississippi Sales and Use TaxMonday, May 13, 20191:00 PM | Tax: 4Instructor: Justin StephensMember Price: $155

Changes in Business & Industry: A Program for Management DevelopmentTuesday-Wednesday, May 14-15, 20198:30 AM | General: 16Instructor: VariousMember Price: $325

Accounting and Auditing ConferenceThursday, May 16, 20198:30 AM | A&A: 8Instructor: Michael BrandMember Price: $220

Audits of 401K PlansFriday, May 17, 20198:30 AM | A&A: 8Instructor: Bill FelderMember Price: $275

Audit Working Papers: Documenting and Reviewing Field WorkWednesday, May 22, 20198:30 AM | A&A: 8Instructor: Glenn HelmsMember Price: $275

Internal Control and COSO Essentials for Financial Managers, Accountants, and AuditorsThursday, May 23, 20198:30 AM | A&A: 8Instructor: Glenn HelmsMember Price: $275

The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent ThemFriday, May 24, 20198:30 AM | A&A: 4Instructor: Glenn HelmsMember Price: $155

Fraud and Cash Receipts: Common Frauds and Internal ControlsFriday, May 24, 20191:00 PM | A&A: 4Instructor: Glenn HelmsMember Price: $155

CFO Series: Strategy and Critical Thinking SkillsTuesday, May 28, 20198:30 AM | Gen: 6 / A&A: 2Instructor: Bob MimsMember Price: $285

CFO Series: Reinventing the Finance RoleWednesday, May 29, 20198:30 AM | General: 8Instructor: Bob MimsMember Price: $285

Multistate Tax UpdateThursday, May 30, 20198:30 AM | Tax: 8Instructor: Michael FrostMember Price: $275

Securing a Comfortable Retirement in the Age of SpendingFriday, May 31, 20198:30 AM | Tax: 8Instructor: Michael FrostMember Price: $275

Real-World Frauds Found in Not-for-ProfitsMonday, June 3, 20198:30 AM | A&A: 4Instructor: Donna IngramMember Price: $155

Real-World Frauds Found in GovernmentsMonday, June 3, 20191:00 PM | A&A: 4Instructor: Donna IngramMember Price: $155

Accounting and Auditing UpdatesTuesday, June 4, 20198:30 AM | A&A: 4Instructor: Brent McClureMember Price: $155

Preparation, Compilation, and Review Engagements: Update and ReviewTuesday, June 4, 20191:00 PM | A&A: 4Instructor: Brent McClureMember Price: $155

Controller’s Update: Today’s Latest TrendsWednesday, June 5, 20198:30 AM | A&A: 4Instructor: Brent McClureMember Price: $155

Developing Your Digital MindsetWednesday, June 5, 20191:00 PM | General: 4Instructor: Brent McClureMember Price: $155

Reviewing Partnership Tax Returns: What Are You Missing?Thursday, June 6, 20198:30 AM | Tax: 4Instructor: Bill TaylorMember Price: $155

Reviewing Individual Tax Returns: What Are You Missing?Thursday, June 6, 20191:00 PM | Tax: 4Instructor: Bill TaylorMember Price: $155

Smart Tax Planning Strategies for IndividualsFriday, June 7, 20198:30 AM | Tax: 4Instructor: Bill TaylorMember Price: $155

Social Security and Medicare: Maximizing Retirement BenefitsFriday, June 7, 20191:00 PM | Tax: 4Instructor: Bill TaylorMember Price: $155

How to Settle a Client’s EstateMonday, June 10, 20198:30 AM | Tax: 8Instructor: Scott EmersonMember Price: $275

Mastering the Fundamentals of Estate and Gift TaxTuesday, June 11, 20198:30 AM | Tax: 8Instructor: Scott EmersonMember Price: $275

Revenue Recognition: Mastering the New FASB RequirementsWednesday, June 12, 20198:30 AM | A&A: 8Instructor: Daryl KrauseMember Price: $275


8

JACKSON/RIDGELAND - MSCPA TRAINING CENTER CONTINUED

Annual Update and Practice Issues for Preparation, Compilation, and Review EngagementsThursday, June 13, 20198:30 AM | A&A: 8Instructor: Daryl KrauseMember Price: $275

Leases: Mastering the New FASB RequirementsFriday, June 14, 20198:30 AM | A&A: 8Instructor: Daryl KrauseMember Price: $275

Internal Control Development That Balances Risk with StrategyMonday, June 17, 20198:30 AM | A&A: 8Instructor: Karl EgnatoffMember Price: $275

Internal and External Fraud: Understanding It and Working to Control ItTuesday, June 18, 20198:30 AM | A&A: 8Instructor: Karl EgnatoffMember Price: $275

Microsoft Excel: You Don’t Know What You Don’t KnowWednesday, June 19, 20198:30 AM | General: 8Instructor: Karl EgnatoffMember Price: $275

Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCsThursday, June 20, 20198:30 AM | Tax: 8Instructor: Peter TowleMember Price: $275

Nexus Update: Latest Developments in State Income, Franchise, and Sales TaxesFriday, June 21, 20198:30 AM | Tax: 8Instructor: Peter TowleMember Price: $275

Basis/Distributions for Pass-Through Entities: Simplifying the ComplexitiesMonday, June 24, 20198:30 AM | Tax: 8Instructor: Arthur AuerbachMember Price: $275

Construction Contractors Advanced IssuesTuesday, June 25, 20198:30 AM | A&A: 6 / Tax: 2Instructor: Andrew CopelandMember Price: $275

The Complete Guide to Payroll Taxes and 1099 IssuesWednesday, June 26, 20198:30 AM | Tax: 8Instructor: Bill TaylorMember Price: $275

Ethical Leadership for Mississippi CPAsThursday, June 27, 20198:30 AM | Ethics: 4Instructor: Don MingesMember Price: $160

Valuing Business: What is This Company Worth?Thursday, June 27, 20191:00 PM | A&A: 4Instructor: Don MingesMember Price: $160

CFO Series: Balance Sheet ManagementFriday, June 28, 20198:30 AM | A&A: 8Instructor: Don MingesMember Price: $285

Agricultural and Farm Activities ConferenceFriday, August 30, 20198:30 AM | General: 8Instructor: Michael FrostPrice: $210

Health Care Services ConferenceFriday, September 27, 20198:30 AM | General: 8Instructor: VariousPrice: $210

Industry ConferenceFriday, October 18, 20198:30 AM | General: 8Instructor: VariousMember Price: $175

Accounting Education ConferenceFriday, October 25, 20198:30 AM | General: 8Instructor: VariousPrice: $90

Tax Considerations and Consequences for Closely Held BusinessesMonday, October 28, 20198:30 AM | Tax: 8Instructor: Gordon MeicherMember Price: $275

1040 Tax Return WorkshopTuesday-Wednesday, October 29-30, 20198:30 AM | Tax: 16Instructor: Gordon MeicherMember Price: $390

Construction Contractors: Accounting, Auditing, and TaxWednesday, November 6, 20198:30 AM | A&A: 6 / Tax: 2Instructor: Andrew CopelandMember Price: $275

AICPA’s Federal Tax UpdateMonday, November 11, 20198:30 AM | Tax: 8Instructor: Jan LewisMember Price: $275

Business Valuation and Litigation Support Service ConferenceThursday, November 14, 20198:30 AM | General: 8Instructor: VariousMember Price: $185

Hottest Tax Topics for 2019Monday, December 9, 20198:30 AM | Tax: 8Instructor: Bill TaylorMember Price: $275

Advanced Tax Strategies for LLCs and PartnershipsTuesday, December 10, 20198:30 AM | Tax: 8Instructor: Bill TaylorMember Price: $275

Real-World Fraud in Today’s Small- to Medium-Sized EntitiesWednesday, December 11, 20198:30 AM | A&A: 8Instructor: Donna IngramMember Price: $275


9

The MSCPA off ers courses from our partners with quick and easy registration through ms-cpa.org. We have partnered with the best providers in the country at a reduced cost for our members. To register for a webinar course, please visit our online catalog at www.ms-cpa.org/education/cpe-catalog.

TUPELO

ONLINE PARTNER COURSES

BancorpSouth Conference Center387 E. Main St.

Tupelo, MS 38804662-718-5555

Ethics, Rules, and RegulationsWednesday, June 12, 20198:30 AM | Ethics: 4Instructor: Donna IngramMember Price: $155

Fraud: The Quest for Buried TreasuresWednesday, June 12, 20191:00 PM | A&A: 4Instructor: Donna IngramMember Price: $155

Governmental and Not-for-Profi t UpdateWednesday, June 12, 20198:30 AM | A&A: 8Instructor: Michele KempMember Price: $275

Multistate Tax UpdateThursday, June 13, 20198:30 AM | Tax: 8Instructor: Michael FrostMember Price: $275

Accounting and Auditing Update for Small BusinessesThursday, June 13, 20198:30 AM | A&A: 8Instructor: Michele KempMember Price: $275

Securing a Comfortable Retirement in the Age of SpendingFriday, June 14, 20198:30 AM | Tax: 8Instructor: Michael FrostMember Price: $275

Annual Update for ControllersFriday, June 14, 20198:30 AM | A&A: 8Instructor: Michele KempMember Price: $275

AICPA’s Federal Tax UpdateWednesday, November 20, 20198:30 AM | Tax: 8Instructor: Jan LewisMember Price: $275

Annual Update and Practice Issues for Preparation, Compilation, and Review EngagementsWednesday, November 20, 20198:30 AM | A&A: 8Instructor: Jeff rey LiemanMember Price: $275

Reviewing Pass-Through Tax Returns: What Are You MissingThursday, November 21, 20198:30 AM | Tax: 8Instructor: Robert ThelenMember Price: $275

Analytics and Big Data for AccountantsThursday, November 21, 20198:30 AM | A&A: 8Instructor: Jeff rey LiemanMember Price: $275


10

07/01/2018 02/25/2019

PAST COMPLETED EVENTSShow events completed between

Start Date End Date

Search Add CoursePrint Transcript

COMPLETIONDATE

COURSE CREDITS TOOLS

January 11, 2019 IN PERSON: Tax Reform Overview: Getting Ready for the 2019 Tax Season (TAX2019)

TA 4.00

Total: 4.00

No E-materials

PrintCertificate

View Receipt

December 6, 2018 Mississippi Tax Institute (MTI) TA 9.00

Total: 9.00

No E-materials

PrintCertificate

View Receipt

October 29, 2018 IN PERSON: Ethics, Rules, and Regulations (ERR-2) ET 4.00

Total: 4.00

No E-materials

PrintCertificate

View Receipt

M Y C P E T R A C K E ROur MSCPA My CPE tool minimizes the challenge of documenting and verifying credits earned each year. My CPE

is designed to make credit verification and license renewal more efficient. To access My CPE, go to www.ms-cpa.

org and log in with your email and password. Then go to your My CPE page found under CPE.

The Upcoming Events section provides a summary of courses registered for and gives access to course materials.

The Past Completed Events section provides a summary of courses completed and allows members to download

course certificates, add courses not taken through the MSCPA, and print a course transcript. Course certificates are

available online 3-5 business days after course completion. Course certificates will also be emailed 3-5 business days

after course completion.

The Credits Earned section provides summary of credits earned by CPE category.

COMPLETIONDATE

COURSE TOOLS

May 28, 2019 CFO Series: Strategy and Critical Thinking Skills No E-materials CancelRegistration

View Receipt

June 6, 2019 Reviewing Partnerships Tax Returns: What Are You Missing? No E-materials CancelRegistration

View Receipt

June 6, 2019 Reviewing Individual Tax Returns: What Are You Missing? No E-materials CancelRegistration

View Receipt

UPCOMING EVENTS

CATEGORY MSCPA CPE NON-MSCPA SPONSORED CPE COMBINED

Accounting & Auditing 20 0 20

Ethics 4 0 4

General 16 0 16

Credits Earned this Reporting Period 40 0 40

CREDITS EARNED

Credits for courses that have not been reconciled by MSCPA yet will not appear in your credits earned. Once these courses are reconciled your credits will appear.

Credits for July 1, 2016 - March 20, 2018

11

2019 CPE AT A GLANCE

Jan 11 F IN PERSON: Ethics, Rules, and Regulations Ridgeland MSCPA Center 150 190 4 EthicsJan 11 F LIVESTREAM: Ethics, Rules, and Regulations ONLINE ONLINE 150 190 4 EthicsJan 11 F N IN PERSON: Tax Reform Overview: Getting Ready for the 2019 Ridgeland MSCPA Center 150 190 4 TaxJan 11 F N LIVESTREAM: Tax Reform Overview: Getting Ready for the 2019 ONLINE ONLINE 150 190 4 TaxApr 26 F Young CPA Conference Ridgeland MSCPA Center 125 125 8 Gen1/ PD4/ A&A3

Apr 29 M N CFO Series: Financial Leadership Ridgeland MSCPA Center 285 355 8 GenApr 30 T N CFO Series: Budgets & Projections Ridgeland MSCPA Center 285 355 8 GenMay 9 Th Committee Day Ridgeland MSCPA Center May 13 M IN PERSON: Ethics, Rules, and Regulations Ridgeland MSCPA Center 155 195 4 EthicsMay 13 M LIVESTREAM: Ethics, Rules, and Regulations ONLINE ONLINE 155 195 4 EthicsMay 13 M IN PERSON: Mississippi Sales and Use Tax Ridgeland MSCPA Center 155 195 4 TaxMay 13 M LIVESTREAM: Mississippi Sales and Use Tax ONLINE ONLINE 155 195 4 TaxMay 14-15 T-W Changes in Business & Industry: A Program for Man. Dev. Ridgeland MSCPA Center 325 445 16 GenMay 16 Th IN PERSON: Accounting and Auditing Conference Ridgeland MSCPA Center 220 295 8 A&AMay 16 Th LIVESTREAM: Accounting and Auditing Conference ONLINE ONLINE 220 295 8 A&AMay 17 F IN PERSON: Audits of 401K Plans Ridgeland MSCPA Center * 275 345 8 A&AMay 17 F LIVESTREAM: Audits of 401K Plans ONLINE ONLINE * 275 345 8 A&AMay 20-21 M-T MS Technology Conference Ridgeland Embassy Suites 485 605 16 GenMay 22 W Ethics, Rules, and Regulations Gulfport Marriott Courtyard 155 195 4 EthicsMay 22 W Plop, Plop, Fizz, Fizz: Fraud and Indigestion Gulfport Marriott Courtyard 155 195 4 A&AMay 22 W Analytics and Big Data for Accountants Gulfport Marriott Courtyard * 275 345 8 A&AMay 22 W Audit Working Papers: Documenting and Reviewing Field Work Ridgeland MSCPA Center * 275 345 8 A&AMay 23 Th Internal Control and COSO Essentials for Financial Managers Ridgeland MSCPA Center * 275 345 8 A&AMay 23 Th Tax Considerations and Consequences for Closely Held Businesses Gulfport Marriott Courtyard * 275 345 8 TaxMay 23 Th Advanced Controller and CFO Skills Gulfport Marriott Courtyard * 275 345 8 A&AMay 24 F IN PERSON: Common Financial Statement and Asset Fraud Schemes Ridgeland MSCPA Center 155 195 4 A&AMay 24 F LIVESTREAM: Common Financial Statement and Asset Fraud Schemes ONLINE ONLINE 155 195 4 A&AMay 24 F IN PERSON: Fraud and Cash Receipts: Common Frauds Ridgeland MSCPA Center 155 195 4 A&AMay 24 F LIVESTREAM: Fraud and Cash Receipts: Common Frauds ONLINE ONLINE 155 195 4 A&AMay 28 T CFO Series: Strategy and Critical Thinking Skills Ridgeland MSCPA Center 285 355 8 Gen6/A&A2May 29 W Advanced Controller and CFO Skills Hattiesburg USM-Trent Lott Cntr. * 275 345 8 A&AMay 29 W CFO Series: Reinventing the Finance Role Ridgeland MSCPA Center 285 355 8 GenMay 29 W Form 990: Exploring the Form’s Complex Schedules Hattiesburg USM-Trent Lott Cntr. * 275 345 8 TaxMay 30 Th Multistate Tax Update Ridgeland MSCPA Center 275 345 8 TaxMay 30 Th Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies Hattiesburg USM-Trent Lott Cntr. * 275 345 8 TaxMay 30 Th Accounting and Reporting for Not-for-Profit Organizations Hattiesburg USM-Trent Lott Cntr. * 275 345 8 A&A/YBMay 31 F N Securing a Comfortable Retirement in the Age of Spending Ridgeland MSCPA Center 275 345 8 TaxMay 31 F Ethics, Rules, and Regulations Hattiesburg USM-Trent Lott Cntr. 155 195 4 EthicsMay 31 F Fraud: The Quest for Buried Treasures Hattiesburg USM-Trent Lott Cntr. 155 195 4 A&AJun 3 M IN PERSON: Real-World Frauds Found in Not-for-Profits Ridgeland MSCPA Center 155 195 4 A&A/YBJun 3 M LIVESTREAM: Real-World Frauds Found in Not-for-Profits ONLINE ONLINE 155 195 4 A&A/YBJun 3 M IN PERSON: Real-World Frauds Found in Governments Ridgeland MSCPA Center 155 195 4 A&A/YBJun 3 M LIVESTREAM: Real-World Frauds Found in Governments ONLINE ONLINE 155 195 4 A&A/YBJun 4 T IN PERSON: Accounting and Auditing Updates Ridgeland MSCPA Center 155 195 4 A&AJun 4 T LIVESTREAM: Accounting and Auditing Updates ONLINE ONLINE 155 195 4 A&AJun 4 T IN PERSON: Preparation, Compilation, and Review Engagements Ridgeland MSCPA Center 155 195 4 A&AJun 4 T LIVESTREAM: Preparation, Compilation, and Review Engagements ONLINE ONLINE 155 195 4 A&AJun 5 W IN PERSON: Controller’s Update: Today’s Latest Trends Ridgeland MSCPA Center 155 195 4 A&AJun 5 W LIVESTREAM: Controller’s Update: Today’s Latest Trends ONLINE ONLINE 155 195 4 A&AJun 5 W N IN PERSON: Developing Your Digital Mindset Ridgeland MSCPA Center 155 195 4 GenJun 5 W N LIVESTREAM: Developing Your Digital Mindset ONLINE ONLINE 155 195 4 GenJun 6 Th Reviewing Partnership Tax Returns Ridgeland MSCPA Center 155 195 4 TaxJun 6 Th Reviewing Individual Tax Returns Ridgeland MSCPA Center 155 195 4 TaxJun7 F IN PERSON: Smart Tax Planning Strategies for Individuals Ridgeland MSCPA Center 155 195 4 TaxJun 7 F LIVESTREAM: Smart Tax Planning Strategies for Individuals ONLINE ONLINE 155 195 4 TaxJun 7 F IN PERSON: Social Security and Medicare: Maximizing Retirement Ridgeland MSCPA Center 155 195 4 TaxJun 7 F LIVESTREAM: Social Security and Medicare: Maximizing Retirement ONLINE ONLINE 155 195 4 TaxJun 10 M IN PERSON: How to Settle a Client’s Estate Ridgeland MSCPA Center 275 345 8 TaxJun 10 M LIVESTREAM: How to Settle a Client’s Estate ONLINE ONLINE 275 345 8 Tax

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Jun 11 T Mastering the Fundamentals of Estate and Gift Tax Ridgeland MSCPA Center 275 345 8 TaxJun 12 W Ethics, Rules, and Regulations Tupelo BancorpSouth Conf. Cntr. 155 195 4 EthicsJun 12 W Fraud: The Quest for Buried Treasures Tupelo BancorpSouth Conf. Cntr. 155 195 4 A&AJun 12 W Governmental and Not-for-Profit Update Tupelo BancorpSouth Conf. Cntr. * 275 345 8 A&A/YBJun 12 W Revenue Recognition: Mastering the New FASB Requirements Ridgeland MSCPA Center * 275 345 8 A&AJun 13 Th Multistate Tax Update Tupelo BancorpSouth Conf. Cntr. 275 345 8 TaxJun 13 Th Accounting and Auditing Update for Small Businesses Tupelo BancorpSouth Conf. Cntr. * 275 345 8 A&AJun 13 Th Annual Update and Practice Issues for Preparation, Compilation Ridgeland MSCPA Center * 275 345 8 A&AJun 14 F N Securing a Comfortable Retirement in the Age of Spending Tupelo BancorpSouth Conf. Cntr. 275 345 8 TaxJun 14 F Annual Update for Controllers Tupelo BancorpSouth Conf.Cntr. * 275 345 8 A&AJun 14 F Leases: Mastering the New FASB Requirements Ridgeland MSCPA Center * 275 345 8 A&AJun 17 M N Internal Control Development That Balances Risk with Strategy Ridgeland MSCPA Center 275 345 8 A&AJun 18 T N Internal and External Fraud: Understanding it and Working to Control It Ridgeland MSCPA Center 275 345 8 A&AJun 19 W N Microsoft Excel: You Don’t know What You Don’t Know Ridgeland MSCPA Center 275 345 8 GenJun 20 Th Slashing Taxes for Your Small Business Clients Ridgeland MSCPA Center * 275 345 8 TaxJun 21 F Nexus Update: Latest Developments in State Income Ridgeland MSCPA Center * 275 345 8 TaxJun 24 M Accounting and Auditing Update for Small Businesses Ridgeland Holmes CC * 275 345 8 A&AJun 24 M Basis/Distributions for Pass-Through Entities Ridgeland MSCPA Center * 275 345 8 TaxJun 25 T IN PERSON: Construction Contractors Advanced Issues Ridgeland MSCPA Center * 275 345 8 A&A6/ Tax2Jun 25 T LIVESTREAM: Construction Contractors Advanced Issues ONLINE ONLINE * 275 345 8 A&A6/ Tax2Jun 25 T Employers Handbook: Legal, Tax, and Health Care Issues Ridgeland Holmes CC 275 345 8 Gen5/Tax3Jun 26 W Annual Update: Top Governmental and Not-for-Profit Ridgeland Holmes CC * 275 345 8 A&A/YBJun 26 W IN PERSON: The Complete Guide to Payroll Taxes and 1099 Issues Ridgeland MSCPA Center 275 345 8 TaxJun 26 W LIVESTREAM: The Complete Guide to Payroll Taxes and 1099 Issues ONLINE ONLINE 275 345 8 TaxJun 27 Th Ethical Leadership for Mississippi CPAs Ridgeland MSCPA Center 160 200 4 EthicsJun 27 Th Valuing a Business: What is This Company Worth? Ridgeland MSCPA Center 160 200 4 A&AJun 27 Th N The New Yellow Book: Government Auditing Standards, 2018 Ridgeland Holmes CC * 275 345 8 A&A/YBJun 28 F N CFO Series: Balance Sheet Management Ridgeland MSCPA Center 285 355 8 A&AJun 28 F Applying the Uniform Guidance in Your Single Audits Ridgeland Holmes CC * 275 345 8 A&A/YBAug 15-16 Th-F Governmental Accounting and Auditing Conference Jackson Hilton-Jackson 295 395 16 A&A/YBAug 27 T Banking and Finance Conference Jackson Hilton-Jackson 200 275 8 GenAug 30 F IN PERSON: Agricultural and Farm Activities Conference Ridgeland MSCPA Center 210 210 8 GenAug 30 F LIVESTREAM: Agricultural and Farm Activities Conference ONLINE ONLINE 210 210 8 GenSep 27 F IN PERSON: Health Care Services Conference Ridgeland MSCPA Center 210 210 8 GenSep 27 F LIVESTREAM: Health Care Services Conference ONLINE ONLINE 210 210 8 GenOct 18 F IN PERSON: Industry Conference Ridgeland MSCPA Center 175 250 8 GenOct 18 F LIVESTREAM: Industry Conference ONLINE ONLINE 175 250 8 GenOct 22 T Reviewing Individual Tax Returns: What Are You Missing? Gulfport Marriott Courtyard 155 195 4 TaxOct 22 T Reviewing Partnership Tax Returns: What Are You Missing? Gulfport Marriott Courtyard 155 195 4 TaxOct 23 W Cut Your Client’s Tax Bill: Individual Tax Planning Tips Gulfport Marriott Courtyard * 275 345 8 TaxOct 25 F Accounting Education Conference Ridgeland MSCPA Center 90 90 8 GenOct 28 M Tax Considerations and Consequences for Closely Held Businesses Ridgeland MSCPA Center * 275 345 8 TaxOct 29-30 T-W 1040 Tax Return Workshop Ridgeland MSCPA Center * 390 540 16 TaxNov 6 W IN PERSON: Construction Contractors: Accounting, Auditing, and Tax Ridgeland MSCPA Center * 275 345 8 A&A6/Tax2Nov 6 W LIVESTREAM: Construction Contractors:Accounting, Auditing, and Tax ONLINE ONLINE * 275 345 8 A&A6/Tax2Nov 11 M IN PERSON: AICPA’s Federal Tax Update Ridgeland MSCPA Center * 275 345 8 TaxNov 11 M LIVESTREAM: AICPA’s Federal Tax Update ONLINE ONLINE * 275 345 8 TaxNov 14 Th IN PERSON: Business Valuation and Litigation Services Conf. Ridgeland MSCPA Center 185 260 8 GenNov 14 Th LIVESTREAM: Business Valuation and Litigation Services Conf. ONLINE ONLINE 185 260 8 GenNov 19 T Not-for-Profit Conference Jackson Jackson - Hilton 100 100 8 GenNov 20 W AICPA’s Federal Tax Update Tupelo BancorpSouth Conf. Cntr. * 275 345 8 TaxNov 20 W Annual Update and Practice Issues for Preparation, Compilation Tupelo BancorpSouth Conf. Cntr. * 275 345 8 A&ANov 21 Th Reviewing Pass-Through Tax Returns: What Are You Missing Tupelo BancorpSouth Conf. Cntr. * 275 345 8 TaxNov 21 Th Analytics and Big Data for Accountants Tupelo BancorpSouth Conf. Cntr. * 275 345 8 A&ADec 4-5 W-Th Mississippi Tax Institute Jackson Jackson - Hilton 200 200 8 TaxDec 9 M IN PERSON: Hottest Tax Topics for 2019 Ridgeland MSCPA Center * 275 345 8 TaxDec 9 M LIVESTREAM: Hottest Tax Topics for 2019 ONLINE ONLINE * 275 345 8 TaxDec 10 T IN PERSON: Advanced Tax Strategies for LLCs and Partnerships Ridgeland MSCPA Center * 275 345 8 TaxDec 10 T LIVESTREAM: Advanced Tax Strategies for LLCs and Partnerships ONLINE ONLINE * 275 345 8 TaxDec 11 W Real-World Fraud in Today’s Small-to-Medium - Sized Entities Ridgeland MSCPA Center * 275 345 8 A&ADec 12 Th Annual Update for Accountants and Auditors Hattiesburg USM-Trent Lott Center * 275 345 8 A&ADec 12 Th AICPA’s Federal Tax Update Hattiesburg USM-Trent Lott Center * 275 345 8 TaxDec 13 F Annual Update and Practice Issues for Preparation, Compilation Hattiesburg USM-Trent Lott Center * 275 345 8 A&ADec 13 F Best Practices for Payroll Taxes and 1099 Forms Hattiesburg USM-Trent Lott Center * 275 345 8 Tax

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If you are an AICPA member and register for an AICPA produced seminar (noted in each seminar description), you are eligible for a $30 discount per 8-hour day. This discount is applied automatically to online registrations given that your AICPA membership information is updated in our database.

Upon course registration, registrants are asked if they prefer to have a printed manual in addition to the e-materials. Links to the e-materials will be listed with your course registrations in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available. If you request printed materials upon registration, it will be available for pick up at the registration desk on the date of the class. The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.

C O U R S E I N F O R M A T I O N

Acronym: ..................................................YCPACVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: .......................... 1 Gen / 4 PD / 3 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $125 / $125Time: ......................................... 8:30am-4:30pm

4/26/2019 Young CPA ConferenceFri Speaker: Various

This Mississippi Young CPA Network event is for young and aspiring CPAs looking to build success skills to get ahead. Visit the website at www.ms-cpa.org for a complete conference agenda.

Acronym: .................................................. CFOS1Vendor: ........................................... Executive EdLevel: ............................................. IntermediateCPE Credit: ................................................ 8 GenCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $285 / $355Time: ......................................... 8:30am-4:30pm

4/29/2019 CFO Series: Financial LeadershipMon Speaker: John Levy

Executive Education’s CFO Series provides a convenient, one- stop way for CFOs and those who aspire to be CFOs, to choose 40 credit hours of CPE with a single decision. The CFO Series consists of 20, two-hour topics presented by 3 different financial management veterans. Each topic and each day stands on its own. If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more! Topics for this 8-hour CFO Series course include Tell Me a Story, Heartfelt Leadership: How Ethical Leaders Build Trusting Organizations, Eight Attributes of Every Winner, and Accounting Reimagined: The Future of Our Profession.

Acronym: ..................................................CFOS2Vendor: ........................................... Executive EdLevel: ............................................. IntermediateCPE Credit: ................................................ 8 GenCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $285 / $355Time: ......................................... 8:30am-4:30pm

4/30/2019 CFO Series: Budgets & ProjectionsTues Speaker: John Levy

Executive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose 40 credit hours of CPE with a single decision. The CFO Series consists of 20, two-hour topics presented by 3 different financial management veterans. Each topic and each day stands on its own. If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more! Topics for this 8-hour CFO Series course include Making Predictions, Becoming a Great Predictor, Creating Great Projections and Budgets, and Why Black Swan Risks Matter.

Acronym: ...................................................ERR-2Vendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ............................................. 4 EthicsCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

5/13/2019 IN PERSON: Ethics, Rules, and RegulationsMon Speaker: Donna Ingram

This seminar satisfies the State Board’s requirement for three hours of general ethics and one hour of Mississippi Rules and Regulations.

Acronym: ................................................ ERRW-2Vendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ............................................. 4 EthicsLocation: .................................................. OnlineM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

5/13/2019 LIVESTREAM: Ethics, Rules, and RegulationsMon Speaker: Donna Ingram


LIVESTREAM AICPA MEMBER DISCOUNT

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Acronym: ................................................... MSUTVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................. 4 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

5/13/2019 IN PERSON: Mississippi Sales and Use TaxMon Speaker: Justin Stephens

This seminar, led by a representative of the Mississippi Department of Revenue, will include an Introduction on Sales Tax: Levies, Returns and Filing, and Exemptions; Use Tax; Casual Sales Tax; Industry-Specific Sales Tax; Contractor’s Tax; and more. This seminar will be a great opportunity to get the latest Sales and Use Tax information directly from the Department of Revenue.

Acronym: ................................................ MSUTWVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................. 4 TaxLocation: .................................................. OnlineM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

5/13/2019 LIVESTREAM: Mississippi Sales and Use TaxMon Speaker: Justin Stephens

This seminar, led by a representative of the Mississippi Department of Revenue, will include an Introduction on Sales Tax: Levies, Returns and Filing, and Exemptions; Use Tax; Casual Sales Tax; Industry-Specific Sales Tax; Contractor’s Tax; and more. This seminar will be a great opportunity to get the latest Sales and Use Tax information directly from the Department of Revenue.

Acronym: ..................................................... PMDVendor: .................................................... MSCPALevel: ............................................. IntermediateCPE Credit: ...............................................16 GenCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $325 / $445Time: ......................................... 8:30am-4:30pm

5/14-5/15/19 Changes in Business & Industry: A Program forTues-Wed Management Development Speaker: Various

The Program for Management Development is geared toward chief financial officers, controllers and other executives in industry, managers, and partners in public accounting. Visit the MSCPA website at www.ms-cpa.org for a complete conference agenda.

Acronym: ......................................................AACVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM/N: ................................................ $220 / $295Time: ......................................... 8:30am-4:30pm

5/16/2019 IN PERSON: Accounting and Auditing ConferenceThurs Speaker: Michael Brand

This event will provide the crucial guidance you need to stay in compliance with the many A&A rules affecting your practice, business or clients. Visit the MSCPA website at www.ms-cpa.org for a complete conference agenda.

Acronym: ...................................................AACWVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................8 A&ALocation: .................................................. OnlineM / N: .............................................. $220 / $295Time: ......................................... 8:30am-4:30pm

5/16/2019 LIVESTREAM: Accounting and Auditing ConferenceThurs Speaker: Michael Brand

This event will provide the crucial guidance you need to stay in compliance with the many A&A rules affecting your practice, business or clients. Visit the MSCPA website at www.ms-cpa.org for a complete conference agenda.

Acronym: .................................................... AFKPVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

5/17/2019 IN PERSON: Audits of 401K PlansFri Speaker: Cecil M. (Bill) Felder

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

Acronym: ................................................. AFKPWVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................8 A&ALocation: .................................................. OnlineM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

5/17/2019 LIVESTREAM: Audits of 401K PlansFri Speaker: Cecil M. (Bill) Felder

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

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Acronym: ..................................................... MTCVendor: .........................................K2 EnterprisesLevel: ......................................................UpdateCPE Credit: ...............................................16 GenCity: .................................................... RidgelandLocation: .................................... Embassy SuitesM / N: .............................................. $485 / $605Time: ......................................... 8:30am-4:30pm

5/20-5/21/19 MS Technology ConferenceMon-Tues Speaker: Various

This two-day event attracts public, industry, and technology focused individuals seeking best practices in technology. Be impressed by the best tools, software, and resources to help you succeed. This year K2 Enterprises brings a variety of new sessions. Visit the MSCPA website at www.ms-cpa.org for a complete conference agenda.

Acronym: ...................................................ERR-3Vendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ............................................. 4 EthicsCity: ....................................................... GulfportLocation: ................................Marriott CourtyardM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

5/22/2019 Ethics, Rules, and RegulationsWed Speaker: Billy Morehead


Acronym: .................................................... PPFFVendor: .................................................... MSCPALevel: ............................................. IntermediateCPE Credit: ................................................4 A&ACity ........................................................ GulfportLocation: ................................Marriott CourtyardM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

5/22/2019 Plop, Plop, Fizz, Fizz: Fraud and IndigestionWed Speaker: Billy Morehead

This session will focus on the COSO 2013 Internal Control Integrated Framework; the COSO 2016 ERM Internal Control Framework; the COSO/ACFE Fraud Risks in Internal Control; the latest fraud statistics from the ACFE’s Report to the Nations; and, we will look at issues in construction fraud.

Acronym: .................................................DAAN-1Vendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................8 A&ACity ........................................................ GulfportLocation: ................................Marriott CourtyardM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

5/22/2019 Analytics and Big Data for AccountantsWed Speaker: John Cox

Analytics is the new force driving business. Tools have been created to measure program impacts and ROI, visualize data and business processes, and uncover the relationship between key performance indicators, many utilizing the unprecedented amount of data now flowing into organizations. In this course you will discuss leading-edge topics in analytics and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.

Acronym: .................................................. AUDWVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM /N: ............................................... $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

5/22/2019 Audit Working Papers: Documenting and Reviewing Field WorkWed Speaker: Glenn Helms

Working papers are the building blocks of an audit. If it’s not in the working papers, audit quality may suffer, as the manager and partner might not know about it or its ramifications may not be fully considered. Understand the professional standards regarding working paper documentation. Make this course part of the firm’s quality control system. Learn the fundamentals of working paper preparation – form and content – to make sure audit considerations, work performed, and conclusions reached are properly documented. You will also explore examples which show field work supervisors what factors to consider and what steps to follow when reviewing working papers. In addition, typical working paper deficiencies are explained to help minimize potential liability.

Acronym: .................................................. ICDADVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

5/23/2019 Internal Control and COSO Essentials for FinancialThurs Managers, Accountants, and Auditors Speaker: Glenn Helms

Many managers, supervisors, and accountants 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. After an overview of the COSO guidance on the components and principles of internal control, this course introduces participants to basic tools used to document processes and controls. Participants also discuss the identification of the risks of errors and fraud and consider the presence (or absence) of related controls.

C O U R S E I N F O R M A T I O N CON T I N U E D

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Acronym: ................................................. CHTX-1Vendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: ....................................................... GulfportLocation: ................................Marriott CourtyardM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

5/23/2019 Tax Considerations and Consequences for Closely HeldThurs Businesses Speaker: Patrick Kelley

Provide insightful recommendations for the challenges faced by your closely held business clients. Employ smart business decisions that will minimize the tax burden, not only on the business, but also on the owners. The concepts are uniquely laid out in the course to allow you to easily and quickly identify those tax- saving strategies that fit your client’s situation. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: ................................................. ACCS-1Vendor: ......................................................AICPALevel: ..................................................AdvancedCPE Credit: ................................................8 A&ACity ........................................................ GulfportLocation: ................................Marriott CourtyardM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

5/23/2019 Advanced Controller and CFO SkillsThurs Speaker: John Cox

This course examines best practices of leading-edge controllers and CFOs. Demonstrate your advanced skills that add value and contribute to the success of the organization. You will learn specific skills every CFO or controller needs to be successful, and you will find that you suddenly have more power and influence than you ever thought possible. Show the company’s leadership how vital you are to their profitability!

Acronym: ...............................................CL4TTFSVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................4 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

5/24/2019 IN PERSON: The Most Common Financial Statement and AssetFri Fraud Schemes: How to Detect and Prevent Them Speaker: Glenn Helms

Many costly fraudulent schemes have occurred repeatedly throughout the past several decades. Why do these material fraud schemes continue to succeed? Is this due to failures of properly designed internal controls? Could the internal controls be adequate but not complied with? This course provides descriptions of how the most common types of financial statement and misappropriation of asset fraud schemes are detected. Cost-effective internal controls that can be implemented to prevent these schemes are provided. Classic and contemporary real-world fraud cases are reviewed in detail to reinforce how these schemes are perpetrated, both due to internal control failures and other factors. Red flags that might possibly be indicative of these fraud schemes are addressed.

Acronym: ............................................CL4TTFSWVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................4 A&ALocation: .................................................. OnlineM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

5/24/2019 LIVESTREAM: The Most Common Financial Statement andFri Asset Fraud Schemes: How to Detect and Prevent Them Speaker: Glenn Helms

Many costly fraudulent schemes have occurred repeatedly throughout the past several decades. Why do these material fraud schemes continue to succeed? Is this due to failures of properly designed internal controls? Could the internal controls be adequate but not complied with? This course provides descriptions of how the most common types of financial statement and misappropriation of asset fraud schemes are detected. Cost-effective internal controls that can be implemented to prevent these schemes are provided. Classic and contemporary real-world fraud cases are reviewed in detail to reinforce how these schemes are perpetrated, both due to internal control failures and other factors. Red flags that might possibly be indicative of these fraud schemes are addressed.

Acronym: ................................................CL4RCRVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................4 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

5/24/2019 IN PERSON: Fraud and Cash Receipts:Fri Internal Controls Speaker: Glenn Helms

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 not-for-profit entities. A sound system of internal controls is needed to help prevent fraud. 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.

Acronym: ............................................. CL4RCRWVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................4 A&ALocation: .................................................. OnlineM / N: .............................................. $155 / $195Time: .......................................... 1:00pm-4:30pm

5/24/2019 LIVESTREAM: Fraud and Cash Receipts:Fri Internal Controls Speaker: Glenn Helms

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 not-for-profit entities. A sound system of internal controls is needed to help prevent fraud. 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.

AICPA MEMBER DISCOUNTLIVESTREAM

17

Acronym: ..................................................CFOS3Vendor: ........................................... Executive EdLevel: ............................................. IntermediateCPE Credit: ....................................6 Gen / 2 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $285 / $355Time: ......................................... 8:30am-4:30pm

5/28/2019 CFO Series: Strategy and Critical Thinking SkillsTues Speaker: Bob Mims

Executive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose 40 credit hours of CPE with a single decision. The CFO Series consists of 20, two-hour topics presented by 3 different financial management veterans. Each topic and each day stands on its own. If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more! Topics for this 8-hour CFO Series course include Accounting Fast and Slow: Thinking About Thinking, Avoid Failure: Succeed Through Experimentation, Aligning Budgets to Strategy: The Key to Profitability, and The Finance Team of Tomorrow.

Acronym: ..................................................CFOS4Vendor: ........................................... Executive EdLevel: ............................................. IntermediateCPE Credit: ................................................ 8 GenCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $285 / $355Time: ......................................... 8:30am-4:30pm

5/29/2019 CFO Series: Reinventing the Finance RoleWed Speaker: Bob Mims

Executive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose 40 credit hours of CPE with a single decision. The CFO Series consists of 20, two-hour topics presented by 3 different financial management veterans. Each topic and each day stands on its own. If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more! Topics for this 8-hour CFO Series course include Reinventing the Finance Role, Principled Negotiations: Getting to Yes, Generations at Work: Finding Common Ground, and The Business Secrets to Trappist Monks.

Acronym: ................................................ ACCS-2Vendor: ......................................................AICPALevel: ..................................................AdvancedCPE Credit: ................................................8 A&ACity ................................................... HattiesburgLocation: ..........................USM-Trent Lott CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

5/29/2019 Advanced Controller and CFO SkillsWed Speaker: Brent McClure

This course examines best practices of leading-edge controllers and CFOs. Demonstrate your advanced skills that add value and contribute to the success of the organization. You will learn specific skills every CFO or controller needs to be successful, and you will find that you suddenly have more power and influence than you ever thought possible. Show the company’s leadership how vital you are to their profitability!

Acronym: .................................................. F990AVendor: ......................................................AICPALevel: ..................................................AdvancedCPE Credit: ................................................. 8 TaxCity: .................................................. HattiesburgLocation: ..........................USM-Trent Lott CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

5/29/2019 Form 990: Exploring the Form’s Complex SchedulesWed Speaker: Brian Yacker

Mastery of the current Form 990 beyond its Core Form pages requires understanding of the Form’s transparency demands relating to multiple complex issues: transactions with certain insiders; expanded disclosure of highly-comp’d individuals’ calendar year compensation; identifying, and reporting in the presence of, “related organizations,” nuances of the two “public support tests;” undertaking of foreign operations; and more. This course covers the most advanced tax and nonprofit issues that are the subject of the Form 990’s Schedules. Participants will not only gain an understanding of the tax and practical points necessary to complete Schedules A, C, F, J, K, L, N and R of the current Form 990, but also be advised as to how to communicate with exempt clients on each of these Schedules’ unique demands.

Acronym: .................................................MSTU-1Vendor: ................................................... SurgentLevel: .........................................................BasicCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

5/30/2019 Multistate Tax UpdateThurs Speaker: Michael Frost

With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. You can’t afford to ignore recent changes in state and local tax. Even tax-savvy businesses and their advisers often neglect to consider the consequences of state and local taxes. Multistate taxation is more complex and demanding than ever before. In addition to having their own unique tax laws, states have been more focused on enforcement. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.


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Acronym: ..................................................CYCT-1Vendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: .................................................. HattiesburgLocation: ..........................USM-Trent Lott CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

5/30/2019 Cut Your Client’s Tax Bill: Individual Tax Planning Tips andThurs Strategies Speaker: Patrick Kelley

Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will preserve your clients’ wealth and ensure your role as trusted advisor to your clients! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: ................................................. FSNPOVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................8 A&ACity: .................................................. HattiesburgLocation: ..........................USM-Trent Lott CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

5/30/2019 Accounting and Reporting for Not-for-Profit OrganizationsThurs Speaker: Brian Yacker

Do you need to enhance your not-for-profit accounting skills? Through a case-study-intense, highly interactive, classroom environment, this CPE course provides you with the tools necessary to go beyond the theory and create value-added services for your clients. This course allows you to examine, evaluate and perform case studies which will enhance your working knowledge of fundamental not-for-profit accounting and reporting, presentation requirements, note disclosures unique to not-for-profits and options allowed under generally accepted accounting principles. FASB’s financial statement standard updates and revenue recognition standards are included in this course. This course may qualify for Yellow Book credit.

Acronym: ..................................................SCRT-1Vendor: ................................................... SurgentLevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

5/31/2019 Securing a Comfortable Retirement in the Age of SpendingFri Speaker: Michael Frost

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

Acronym: ...................................................ERR-4Vendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ............................................. 4 EthicsCity: .................................................. HattiesburgLocation: ..........................USM-Trent Lott CenterM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

5/31/2019 Ethics, Rules, and RegulationsFri Speaker: Donna Ingram


Acronym: ................................................. QBT4-1Vendor: .................................................... MSCPALevel: ............................................. IntermediateCPE Credit: ................................................4 A&ACity: .................................................. HattiesburgLocation: ..........................USM-Trent Lott CenterM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

5/31/2019 Fraud: The Quest for Buried TreasuresFri Speaker: Donna Ingram

People bury money and other assets in mattresses, foreign bank accounts and even tree trunks. In this presentation we will discuss methods fraudsters use to hide assets and tips on finding them, along with analyzing true cases to follow the trail that led to the discovery of the treasures buried.

Acronym: .............................................. CL4RFNFVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................4 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

6/3/2019 IN PERSON: Real-World Frauds Found in Not-for-ProfitsMon Speaker: Donna Ingram

Due to the nature of NFPs, fraud may be more common than it seems. Through a comprehensive learning approach using real-world examples, explanations of audit standards and informative case studies, learn how to recognize red flags of fraud in NFPs, including cyber fraud, and your responsibilities when dealing with government fraud. This course analyzes several unique frauds which occurred in the NFP industry. This course may qualify for Yellow Book credit.

Acronym: ........................................... CL4RFNFWVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................4 A&ALocation: .................................................. OnlineM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

6/3/2019 LIVESTREAM: Real-World Frauds Found in Not-for-ProfitsMon Speaker: Donna Ingram

Due to the nature of NFPs, fraud may be more common than it seems. Through a comprehensive learning approach using real-world examples, explanations of audit standards and informative case studies, learn how to recognize red flags of fraud in NFPs, including cyber fraud, and your responsibilities when dealing with government fraud. This course analyzes several unique frauds which occurred in the NFP industry. This course may qualify for Yellow Book credit.

LIVESTREAM AICPA MEMBER DISCOUNTLIVESTREAM

19

Acronym: ............................................. CL4RFGOVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................4 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

6/3/2019 IN PERSON: Real-World Frauds Found in GovernmentsMon Speaker: Donna Ingram

Frauds in governments are as unique as government entities themselves. Through a comprehensive learning approach using examples, explanations of audit standards and informative case studies, learn about real-world government fraud, including cyber fraud, and your responsibilities when dealing with government fraud. This course analyzes several unique frauds which occurred in the government sector. This course may qualify for Yellow Book credit.

Acronym: ...........................................CL4RFGOWVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................4 A&ALocation: .................................................. OnlineM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

6/3/2019 LIVESTREAM: Real-World Frauds Found in GovernmentsMon Speaker: Donna Ingram

Frauds in governments are as unique as government entities themselves. Through a comprehensive learning approach using examples, explanations of audit standards and informative case studies, learn about real-world government fraud, including cyber fraud and your responsibilities when dealing with government fraud. This course analyzes several unique frauds which occurred in the government sector. This course may qualify for Yellow Book credit.

Acronym: ..............................................CL4AUAAVendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................4 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

6/4/2019 IN PERSON: Accounting and Auditing UpdatesTues Speaker: Brent McClure

Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers all the relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting and auditing arenas. Let us sort through all of the complexities and help you identify and apply recently issued FASB and ASB standards and guidance. With the rate of change in today’s regulatory environment, you must stay current on all of the topics impacting the profession – don’t get left behind!

Acronym: ...........................................CL4AUAAWVendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................4 A&ALocation: .................................................. OnlineM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

6/4/2019 LIVESTREAM: Accounting and Auditing UpdatesTues Speaker: Brent McClure

Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers all the relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting and auditing arenas. Let us sort through all of the complexities and help you identify and apply recently issued FASB and ASB standards and guidance. With the rate of change in today’s regulatory environment, you must stay current on all of the topics impacting the profession – don’t get left behind!

Acronym: .............................................CL4COMPVendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................4 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

6/4/2019 IN PERSON: Preparation, Compilation, and ReviewTues Engagements: Update and Review Speaker: Brent McClure

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

Acronym: .......................................... CL4COMPWVendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................4 A&ALocation: .................................................. OnlineM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

6/4/2019 LIVESTREAM: Preparation, Compilation, and ReviewTues Engagements: Update and Review Speaker: Brent McClure

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

Acronym: .............................................. CL4SKSBVendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................4 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

6/5/2019 IN PERSON: Controller’s Update: Today’s Latest TrendsWed Speaker: Brent McClure

Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. In this course you will discuss leading-edge topics in managerial accounting and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.


20

Acronym: ........................................... CL4SKSBWVendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................4 A&ALocation: .................................................. OnlineM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

6/5/2019 LIVESTREAM: Controller’s Update: Today’s Latest TrendsWed Speaker: Brent McClure


Acronym: .............................................CL4DYDMVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................ 4 GenCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

6/5/2019 IN PERSON: Developing Your Digital MindsetWed Speaker: Brent McClure

The accounting and finance profession is seeing seismic change because of new technologies, which are developing and launching ahead of the profession’s ability and willingness to adapt to them and take advantage of its benefits. Digital mindsets are reported to be one of the key barriers in the initial adoption of technology, its full use, and exploiting the opportunity it presents. Many early adopters are still experimenting but most of the market are in the late-majority category of adopters. This course will explain what it means to develop a digital mindset, including concepts related to agility, constant learning, thriving in ambiguity, curiosity, and innovation. Through tangible examples, this course will help participants gain knowledge about the competencies needed to thrive in today’s disruptive world, enhance employability, accelerate company performance, and manage the accelerating and relentless pace of change.

Acronym: .......................................... CL4DYDMWVendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................ 4 GenLocation: .................................................. OnlineM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

6/5/2019 LIVESTREAM: Developing Your Digital MindsetWed Speaker: Brent McClure

The accounting and finance profession is seeing seismic change because of new technologies, which are developing and launching ahead of the profession’s ability and willingness to adapt to them and take advantage of its benefits. Digital mindsets are reported to be one of the key barriers in the initial adoption of technology, its full use, and exploiting the opportunity it presents. Many early adopters are still experimenting but most of the market are in the late-majority category of adopters. This course will explain what it means to develop a digital mindset, including concepts related to agility, constant learning, thriving in ambiguity, curiosity, and innovation. Through tangible examples, this course will help participants gain knowledge about the competencies needed to thrive in today’s disruptive world, enhance employability, accelerate company performance, and manage the accelerating and relentless pace of change.

Acronym: ............................................ CL4PTRM1Vendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 4 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

6/6/2019 Reviewing Partnership Tax Returns: What Are You Missing?Thurs Speaker: William F. (Bill) Taylor

Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law. This course follows a highly illustrative case study format to increase participant comprehension and retention.

Acronym: ............................................. CL4ITRM1Vendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 4 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

6/6/2019 Reviewing Individual Tax Returns: What Are You Missing?Thurs Speaker: William F. (Bill) Taylor

Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including pass-through K-1s, home office issues, hobby losses, rental property, hiring spouses, depreciation, §179 issues, amortization and more! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law. This course follows a highly illustrative case study format to increase participant comprehension and retention.


21

Acronym: .............................................. CL4CYCTVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 4 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

6/7/2019 IN PERSON: Smart Tax Planning Strategies for IndividualsFri Speaker: William F. (Bill) Taylor

Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will keep more money in the hands of your clients and ensure your place as trusted advisor. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: ........................................... CL4CYCTWVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 4 TaxLocation: .................................................. OnlineM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

6/7/2019 LIVESTREAM: Smart Tax Planning Strategies for IndividualsFri Speaker: William F. (Bill) Taylor

Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will keep more money in the hands of your clients and ensure your place as trusted advisor. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: ............................................... CL4SSMVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 4 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

6/7/2019 IN PERSON: Social Security and Medicare: MaximizingFri Retirement Benefits Speaker: William F. (Bill) Taylor

Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about FICA, the Medicare tax, and more. You will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

Acronym: .............................................CL4SSMWVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 4 TaxLocation: .................................................. OnlineM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

6/7/2019 LIVESTREAM: Social Security and Medicare: MaximizingFri Retirement Benefits Speaker: William F. (Bill) Taylor

Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about FICA, the Medicare tax, and more. You will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

Acronym: .................................................... SEAZVendor: ................................................... SurgentLevel: .........................................................BasicCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

6/10/2019 IN PERSON: How to Settle a Client’s EstateMon Speaker: Scott Emerson

Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an executor or trustee or as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.

Acronym: ................................................. SEAZWVendor: ................................................... SurgentLevel: .........................................................BasicCPE Credit: ................................................. 8 TaxLocation: .................................................. OnlineM / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

6/10/2019 LIVESTREAM: How to Settle a Client’s EstateMon Speaker: Scott Emerson

Federal estate and gift taxes currently affect few clients, but there are many other issues involved in settling an estate or administering a trust. Clients who are beneficiaries of a trust or estate often turn to their financial advisors to understand the administrative process and its effect on their interests. This course enables the accountant to cut through the jargon to understand the legal concepts, communicate a real-world explanation to clients, and serve, in some instances, as an executor or trustee or as an advisor to them. After taking this course, practitioners will feel more confident to serve in a fiduciary capacity. Updated for developments relative to estate taxation.


22

Acronym: ................................................... MFEPVendor: ................................................... SurgentLevel: .........................................................BasicCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

6/11/2019 Mastering the Fundamentals of Estate and Gift TaxTues Speaker: Scott Emerson

While estate and gift taxes have been greatly relaxed, many clients will still require estate planning services in the current year. This course examines the fundamentals of estate planning including critical concepts in marital deduction planning, credit shelter trusts, selection and powers of trustees, and titling and funding issues. The comprehensive manual provides an in-depth analysis of will provisions, checklists, flow charts, and real-life examples.

Acronym: ...................................................ERR-5Vendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ............................................. 4 EthicsCity: ..........................................................TupeloLocation: ....................... BancorpSouth Conf. Ctr.M / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

6/12/2019 Ethics, Rules, and RegulationsWed Speaker: Donna Ingram


Acronym: .................................................QBT4-2Vendor: .................................................... MSCPALevel: ............................................. IntermediateCPE Credit: ................................................4 A&ACity: ..........................................................TupeloLocation: ....................... BancorpSouth Conf. Ctr.M / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

6/12/2019 Fraud: The Quest for Buried TreasuresWed Speaker: Donna Ingram

People bury money and other assets in mattresses, foreign bank accounts and even tree trunks. In this presentation we will discuss methods fraudsters use to hide assets and tips on finding them, along with analyzing true cases to follow the trail that led to the discovery of the treasures buried.

Acronym: ................................................... GNAUVendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................8 A&ACity: ..........................................................TupeloLocation: ........................ BancorpSouth Conf. CtrM / N: ............................................... $275/ $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/12/2019 Governmental and Not-for-Profit UpdateWed Speaker: Michele Kemp

Change is inevitable and at times overwhelming if you are unprepared. Ensure you are current in governmental and not-for-profit accounting and auditing. This update course is designed to prepare you for the latest accounting and auditing developments affecting governments and not-for-profits. This course may qualify for Yellow Book credit.

Acronym: .................................................... INRRVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/12/2019 Revenue Recognition: Mastering the New FASB RequirementsWed Speaker: Daryl Krause

The effective date of the new accounting standard for revenue recognition is fast approaching! With the issuance of FASB ASU No. 2014-09, Revenue from Contracts with Customers, FASB has completed a convergence project with the IASB to improve financial reporting by creating common revenue recognition guidance for U.S. GAAP and IFRS. For years, revenue recognition has been the cause of audit failures and the focus of corporate abuse and fraud allegations. This course will provide you with an in-depth understanding of the framework for revenue recognition built around the core principle that is applied in a five-step process. In addition, understanding the changes and new requirements is critical for successful implementation of this new standard. Supported by practical examples, this course will assist you in avoiding revenue recognition traps and provide you with latest FASB guidance. In addition, you will understand how the new guidance impacts certain industries as a result of new criteria for recognizing revenue and changes in disclosure requirements.

Acronym: ................................................ MSTU-2Vendor: ................................................... SurgentLevel: ......................................................UpdateCPE Credit: ................................................. 8 TaxCity: ..........................................................TupeloLocation: ....................... BancorpSouth Conf. Ctr.M / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

6/13/2019 Multistate Tax UpdateThurs Speaker: Michael Frost

With the largest overhaul of the federal income tax code in 30 years and the repeal of the physical presence nexus standards for sales tax in the Wayfair case the states are working fast and furious to overhaul their tax laws. As some states scramble to fund their budgets, they continue to look for additional forms of revenue. You can’t afford to ignore recent changes in state and local tax. Even tax-savvy businesses and their advisers often neglect to consider the consequences of state and local taxes. Multistate taxation is more complex and demanding than ever before. In addition to having their own unique tax laws, states have been more focused on enforcement. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues of small and middle-market companies and offer guidance for minimizing tax liability and negotiating the treacherous waters of compliance.


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Acronym: .................................................SMBZ-1Vendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................8 A&ACity: ..........................................................TupeloLocation: ....................... BancorpSouth Conf. Ctr.M / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/13/2019 Accounting and Auditing Update for Small BusinessesThurs Speaker: Michele Kemp

Geared toward practitioners who provide accounting and auditing services to small businesses, this course updates you on the new accounting, auditing, compilation and review standards, and other professional guidance that impact small businesses and their auditors. Materials include practical applications of the topics covered to help you understand and apply the standards to real-life scenarios. With the rate of change in today’s regulatory environment, you must stay current on all of the topics impacting the profession. Your clients are counting on you!

Acronym: ................................................ CORU-1Vendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/13/2019 Annual Update and Practice Issues for Preparation,Thurs Compilation, and Review Engagements Speaker: Daryl Krause

A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs). A practice-oriented review of the latest developments, cases, and lively discussion among the experienced participants make this class informative and practical.

Acronym: ................................................. SCRT-2Vendor: ................................................... SurgentLevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: ..........................................................TupeloLocation: ....................... BancorpSouth Conf. Ctr.M / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

6/14/2019 Securing a Comfortable Retirement in the Age of SpendingFri Speaker: Michael Frost

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals.

Acronym: .................................................... SKSBVendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................8 A&ACity: ..........................................................TupeloLocation: ....................... BancorpSouth Conf. Ctr.M / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/14/2019 Annual Update for ControllersFri Speaker: Michele Kemp


Acronym: .................................................... LEASVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/14/2019 Leases: Mastering the New FASB RequirementsFri Speaker: Daryl Krause

How do the leasing requirements in the new standard differ from current GAAP? This course addresses that question by examining the core principles of the new standard, including identification, recognition, measurement, presentation and disclosure requirements. Examples with journal entries are included to illustrate application of the new standard. This course explains the lessee accounting model, including lease classification, amortization of the right-of-use asset, and interest on the lease liability. This course also explains the lessor accounting model, including transfer of risk, profit recognition, and collectability. Additional topics include short-term leases, purchase options, variable lease payments, and sale and leaseback transactions. In addition, this course addresses the business context of implementing the new standard by identifying key factors for managing this significant change.

Acronym: ..................................................... ICRSVendor: ........................................ Phoenix BeachLevel: ............................................. IntermediateCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

6/17/2019 Internal Control Development That Balances Risk with StrategyMon Speaker: Karl Egnatoff

This session uses the updated The COSO Enterprise Risk Management Framework as well as other authoritative sources to explore how organizations of all size and type can drive the entity in a desired direction while keeping an eye on the risks associated with undertaking or not undertaking a business activity. This material is becoming more and more beneficial as companies strive to address the many new business challenges such as evolving markets, the rapid rate of change in the business world and the notable increase in regulation standards. This material is taught using ideas set forth by authoritative bodies as well as with case examples to help participants conceptualize the content. Those that work with internal controls and regularly consider risk management, should strongly consider this session.


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Acronym: ..................................................... IEFCVendor: ........................................ Phoenix BeachLevel: ............................................. IntermediateCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

6/18/2019 Internal and External Fraud: Understanding It andTues Working to Control It Speaker: Karl Egnatoff

All organizations, regardless of size, must be aware of the risks associated with intentional fraudulent acts. Fraud activities can be executed from within an organization, by parties outside an entity, or by both. One of the primary ways to thwart fraud is to understand how and why it occurs. In this session, we delve into the reasons that both internal and external intentional defalcations take place. The material discusses how difficult it can be to see some of the motives driving those that undertake fraud. We then discuss measures that organizations can implement to help stop fraud activities and add security to the entire enterprise.

Acronym: ...................................................EDKWVendor: ........................................ Phoenix BeachLevel: .........................................................BasicCPE Credit: ................................................ 8 GenCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

6/19/2019 Microsoft Excel: You Don’t Know What You Don’t KnowWed Speaker: Karl Egnatoff

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.

Acronym: .................................................... STSBVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/20/2019 Slashing Taxes for Your Small Business Clients:Thurs Corporations, Partnerships, & LLCs Speaker: Peter Towle

Solid tax planning strategies are essential for your corporate and small business clients. Join us as we explore state-of-the-art planning ideas and tax-saving strategies to keep more of your client’s money in their pockets. We’ll answer the tough questions and show you what strategies are best for your clients as a result of the most recent tax reform. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: ................................................... NXUPVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/21/2019 Nexus Update: Latest Developments in State Income,Fri Franchise, and Sales Taxes Speaker: Peter Towle

The barriers to doing business across state lines have significantly decreased in recent years. However, this creates additional issues for taxpayers and their preparers in determining where and when they have nexus in a state which would require them to file either state income tax or sales tax returns. This class will not only help equip you in learning the various ways that states define and enforce nexus but also in how to determine when your company or client has nexus in a state, thus requiring the filing of tax returns. Course materials will include the latest developments regarding the Wayfair decision.

Acronym: ................................................ SMBZ-2Vendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ........................................... Holmes CCM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/24/2019 Accounting and Auditing Update for Small BusinessesMon Speaker: Eugene Ristaino

Geared toward practitioners who provide accounting and auditing services to small businesses, this course updates you on the new accounting, auditing, compilation and review standards, and other professional guidance that impact small businesses and their auditors. Materials include practical applications of the topics covered to help you understand and apply the standards to real-life scenarios. With the rate of change in today’s regulatory environment, you must stay current on all of the topics impacting the profession. Your clients are counting on you!

Acronym: .................................................... BADIVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/24/2019 Basis/Distributions for Pass-Through Entities: Simplifying theMon Complexities Speaker: Arthur Auerbach

The IRS is scrutinizing, more closely than ever, the basis owners have and the transactions for 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 from pass-through entities, such as partnerships and S Corporations. Focus on the computation of the basis and the at-risk amount for these entities. Become familiar with correct allocation of liabilities among partners, the types and amounts of income that can result from distributions and sales of interests, and the basis of assets distributed from pass-through entities.


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Acronym: .....................................................CCAIVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: .....................................6 A&A / 2 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM/ N: ............................................... $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/25/2019 IN PERSON: Construction Contractors Advanced IssuesTues Speaker: Andrew Copeland

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

Acronym: ..................................................CCAIWVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: .....................................6 A&A / 2 TaxLocation: .................................................. OnlineM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/25/2019 LIVESTREAM: Construction Contractors Advanced IssuesTues Speaker: Andrew Copeland

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

Acronym: ....................................................HTOFVendor: ................................................... SurgentLevel: .........................................................BasicCPE Credit: ..................................... 5 Gen / 3 TaxCity: .................................................... RidgelandLocation: ........................................... Holmes CCM / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

6/25/2019 Employers Handbook: Legal, Tax, and Health Care IssuesTues Speaker: William F. (Bill) Taylor

The employer-employee relationship strains both sides in uncertain times, and businesses need CPAs, controllers, and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment, especially now. This course provides in-depth coverage of this critical area and is updated and supplemented throughout the year for breaking developments.

Acronym: ....................................................TGNPVendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ........................................... Holmes CCM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/26/2019 Annual Update: Top Governmental and Not-for-ProfitWed Accounting and Auditing Issues Facing CPAs Speaker: John Georger, Jr.

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 non-authoritative, 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 not-for-profit financial statements and their auditors based on calls and inquiries received by both the AICPA and GASB over the past year. This course may qualify for Yellow Book credit.

Acronym: ....................................................CGPTVendor: ................................................... SurgentLevel: .........................................................BasicCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

6/26/2019 IN PERSON: The Complete Guide to Payroll Taxes and 1099 IssuesWed Speaker: William F. (Bill) Taylor

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.

Acronym: .................................................CGPTWVendor: ................................................... SurgentLevel: .........................................................BasicCPE Credit: ................................................. 8 TaxLocation: .................................................. OnlineM / N: .............................................. $275 / $345Time: ......................................... 8:30am-4:30pm

6/26/2019 LIVESTREAM: The Complete Guide to Payroll Taxes andWed 1099 Issues Speaker: William F. (Bill) Taylor

Employment taxes are often overlooked as an area where more planning may be effective. Payroll taxes have become an increasing burden for the average business and IRS penalties for noncompliance have risen dramatically in recent years. They have also been subject to employer incentives. The Service has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099, and related compliance issues.


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Acronym: ........................................................ ELVendor: ........................................... Executive EdLevel: ............................................. IntermediateCPE Credit: ............................................. 4 EthicsCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $160 / $200Time: ........................................8:30am-12:00pm

6/27/2019 Ethical Leadership for Mississippi CPAsThurs Speaker: Don Minges

Obtain your specialized state ethics requirement in this entertaining and insightful seminar. Reap enormous payback in all aspects of doing business by building and maintaining trust and integrity. Learn the risks and consequences of misusing power. This seminar satisfies the State Board’s requirement for three hours of general ethics and one hour of Mississippi Rules and Regulations.

Acronym: ......................................................VABVendor: ........................................... Executive EdLevel: ............................................. IntermediateCPE Credit: ................................................4 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $160 / $200Time: .......................................... 1:00pm-4:30pm

6/27/2019 Valuing a Business: What is This Company Worth?Thurs Speaker: Don Minges

What is your company worth? Is business value the single most important metric? Discuss various business valuation methods for any stage company: start-up, spin-off, or acquisition. Determine which valuation method is right for your situation. CPAs and Corporate Financial Managers cannot afford to miss this course.

Acronym: ....................................................YBRVVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ........................................... Holmes CCM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/27/2019 The New Yellow Book: Government Auditing Standards, 2018Thurs Revision Speaker: John Georger, Jr.

Do you want to learn about the 2018 revision to Government Auditing Standards (GAGAS or GAS or the “Yellow Book”)? This course is based on Government Auditing Standards, 2018 Revision, which is effective for financial audits of fiscal years ending on or after June 30, 2020. It provides an excellent baseline of information for accountants as it relates to understanding the guidance in the new Yellow Book. It also provides detailed information regarding auditor independence as found in Government Auditing Standards, 2018 Revision. It is essential that all auditors planning and conducting engagements in accordance with the new Yellow Book understand and be able to discern the requirements related to independence as found in Government Auditing Standards, 2018 Revision because those independence standards are effective for fiscal years beginning July 1, 2019. This course may qualify for Yellow Book credit.

Acronym: ..................................................CFOS5Vendor: ........................................... Executive EdLevel: ............................................. IntermediateCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $285 / $355Time: ......................................... 8:30am-4:30pm

6/28/2019 CFO Series: Balance Sheet ManagementFri Speaker: Don Minges

Executive Education’s CFO Series provides a convenient, one-stop way for CFOs and those who aspire to be CFOs, to choose 40 credit hours of CPE with a single decision. The CFO Series consists of 20, two-hour topics presented by 3 different financial management veterans. Each topic and each day stands on its own. If you are not sure about making a five-day commitment, sign up for just a single day. We think you will come back for more! Topics for this 8-hour CFO Series course include Balance Sheet Management, The Cost of Capital: Why You Should Use It, Debt versus Equity: Which Will Your Organization Need Next?, and Build Your Personal Net Worth.

Acronym: .................................................... INUGVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ........................................... Holmes CCM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

6/28/2019 Applying the Uniform Guidance in Your Single AuditsFri Speaker: John Georger, Jr.

Does a single audit have you running in circles? This course provides you with the knowledge to be more efficient and effective at planning and performing audits in accordance with the requirements of the Uniform Guidance and the Single Audit Act. Make sure your skills are up-to-date with the latest information in this challenging audit area. This course may qualify for Yellow Book credit.

Acronym: ................................................... GAACVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: .............................................. 16 A&ACity: ....................................................... JacksonLocation: ..................................... Hilton-JacksonM / N: .............................................. $295 / $395Time: ......................................... 8:30am-4:30pm

8/15-8/16/19 Governmental Accounting and Auditing ConferenceThurs-Fri Speaker: Various

This two-day event for government accountants will provide the crucial guidance you need to stay in compliance with the many A&A rules affecting your practice, business or clients. Visit the MSCPA website at www.ms-cpa.org for a complete conference agenda. This course may qualify for Yellow Book credit.


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Acronym: ......................................................BFCVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................ 8 GenCity: ....................................................... JacksonLocation: ..................................... Hilton-JacksonM / N: .............................................. $200 / $275Time: ......................................... 8:30am-4:30pm

8/27/2019 Banking and Finance ConferenceTues Speaker: Various

This conference highlights information and the latest developments in the banking industry. Don’t miss this opportunity to receive key updates from top regulators, engage in discussions with bank leaders and firm partners, and prepare for the year ahead. Visit the MSCPA website at www.ms-cpa.org for a complete agenda.

Acronym: .................................................... AFACVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................ 8 GenCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $210 / $210Time: ......................................... 8:30am-4:30pm

8/30/2019 IN PERSON: Agricultural and Farm Activities ConferenceFri Speaker: Michael Frost

In this course we cover special tax rules and tax accounting methods pertaining to agricultural and farming activities and recent tax law changes that affect farmers. This will also include updates from the Department of Labor. Visit the MSCPA website at www.ms-cpa.org for a complete agenda.

Acronym: ................................................. AFACWVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................ 8 GenLocation: .................................................. OnlineM / N: ............................................... $210 / $210Time: ......................................... 8:30am-4:30pm

8/30/2019 LIVESTREAM: Agricultural and Farm Activities ConferenceFri Speaker: Michael Frost

In this course we cover special tax rules and tax accounting methods pertaining to agricultural and farming activities and recent tax law changes that affect farmers. This will also include updates from the Department of Labor. Visit the MSCPA website at www.ms-cpa.org for a complete agenda.

Acronym: ....................................................HCSSVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................ 8 GenCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $210 / $210Time: ......................................... 8:30am-4:30pm

9/27/2019 IN PERSON: Health Care Services ConferenceFri Speaker: Various

This event is designed to meet the specific interests of CPAs and financial professionals who provide services to hospitals, physician practices, and long-term care facilities. Visit the MSCPA website at www.ms-cpa.org for a complete agenda.

Acronym: .................................................HCSSWVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................ 8 GenLocation: .................................................. OnlineM / N: ............................................... $210 / $210Time: ......................................... 8:30am-4:30pm

9/27/2019 LIVESTREAM: Health Care Services ConferenceFri Speaker: Various

This event is designed to meet the specific interests of CPAs and financial professionals who provide services to hospitals, physician practices, and long-term care facilities. Visit the MSCPA website at www.ms-cpa.org for a complete agenda.

Acronym: ...................................................... INDVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................ 8 GenCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ............................................... $175 / $250Time: ......................................... 8:30am-4:30pm

10/18/2019 IN PERSON: Industry ConferenceFri Speaker: Various

This event is designed to approach critical topics from the perspective of a CFO, controller, manager or accountant from the inside of a business or industry position. Visit the MSCPA website at www.ms-cpa.org for a complete agenda.

Acronym: ....................................................INDWVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................ 8 GenLocation: .................................................. OnlineM / N: ............................................... $175 / $250Time: ......................................... 8:30am-4:30pm

10/18/2019 LIVESTREAM: Industry ConferenceFri Speaker: Various

This event is designed to approach critical topics from the perspective of a CFO, controller, manager or accountant from the inside of a business or industry position. Visit the MSCPA website at www.ms-cpa.org for a complete agenda.


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Acronym: ............................................ CL4ITRM2Vendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 4 TaxCity: ....................................................... GulfportLocation: ................................Marriott CourtyardM / N: ............................................... $155 / $195Time: ........................................8:30am-12:00pm

10/22/2019 Reviewing Individual Tax Returns: What Are You Missing?Tues Speaker: William F. (Bill) Taylor

Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including pass-through K-1s, home office issues, hobby losses, rental property, hiring spouses, depreciation, §179 issues, amortization and more! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law. This course follows a highly illustrative case study format to increase participant comprehension and retention.

Acronym: ........................................... CL4PTRM2Vendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 4 TaxCity: ....................................................... GulfportLocation: ................................Marriott CourtyardM / N: ............................................... $155 / $195Time: .......................................... 1:00pm-4:30pm

10/22/2019 Reviewing Partnership Tax Returns: What Are You Missing?Tues Speaker: William F. (Bill) Taylor

Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law. This course follows a highly illustrative case study format to increase participant comprehension and retention.

Acronym: ................................................. CYCT-2Vendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: ....................................................... GulfportLocation: ................................Marriott CourtyardM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

10/23/2019 Cut Your Client’s Tax Bill: Individual Tax Planning TipsWed and Strategies Speaker: William F. (Bill) Taylor

Make sure your clients are protecting themselves from higher taxes. Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this course will bring you up-to-date on the latest strategies which will preserve your clients’ wealth and ensure your role as trusted advisor to your clients! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: ...................................................... AESVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................ 8 GenCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .................................................. $90 / $90Time: ......................................... 8:30am-4:30pm

10/25/2019 Accounting Education ConferenceFri Speaker: Various

This annual event updates accounting educators on accounting industry trends and equips them to help their students succeed. Visit the MSCPA website at www.ms-cpa.org for a complete agenda.

Acronym: ................................................ CHTX-2Vendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

10/28/2019 Tax Considerations and Consequences for Closely HeldMon Businesses Speaker: Gordon Meicher

Provide insightful recommendations for the challenges faced by your closely held business clients. Employ smart business decisions that will minimize the tax burden, not only on the business, but also on the owners. The concepts are uniquely laid out in the course to allow you to easily and quickly identify those tax- saving strategies that fit your client’s situation. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: ..................................................... IITWVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................16 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $390 / $540AICPA Member Discount: .............................. $60Time: ......................................... 8:30am-4:30pm

10/29-10/30/19 1040 Tax Return WorkshopTues - Wed Speaker: Gordon Meicher

Get your tax return training from the industry’s best! AICPA’s individual tax workshop provides the latest practical insights from nationally recognized tax experts. Reinforce your understanding of frequently used principles, and 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 individuals. All key tax return issues are covered during this fast-paced, real-world session. Make sure you are armed with the latest tax guidance as you enter the upcoming tax season! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.


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Acronym: .................................................... CAATVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: .....................................6 A&A / 2 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

11/6/2019 IN PERSON: Construction Contractors: Accounting,Wed Auditing, and Tax Speaker: Andrew Copeland

The construction industry is one of the most unique when it comes to being in compliance with the various accounting and auditing standards. This course examines the core knowledge necessary to succeed and the key issues impacting construction accounting, auditing, and taxation. Find out what new developments may mean for you, your company, or your clients. In addition, this course explores the relationship between the contractor and the surety. With construction comprising such a large portion of the economy and always growing, it is more important than ever for you to be on top of the very latest in accounting, auditing, and tax changes for the construction industry.

Acronym: ................................................. CAATWVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: .....................................6 A&A / 2 TaxLocation: .................................................. OnlineM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

11/6/2019 LIVESTREAM: Construction Contractors: Accounting,Wed Auditing, and Tax Speaker: Andrew Copeland

The construction industry is one of the most unique when it comes to being in compliance with the various accounting and auditing standards. This course examines the core knowledge necessary to succeed and the key issues impacting construction accounting, auditing, and taxation. Find out what new developments may mean for you, your company, or your clients. In addition, this course explores the relationship between the contractor and the surety. With construction comprising such a large portion of the economy and always growing, it is more important than ever for you to be on top of the very latest in accounting, auditing, and tax changes for the construction industry.

Acronym: ................................................... PTU-1Vendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

11/11/2019 IN PERSON: AICPA’s Federal Tax UpdateMon Speaker: Jan Lewis

Save time and keep current on the latest tax developments! This comprehensive course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters), business entities (including those regarding S Corporations and their shareholders, C Corporations, partnerships), estates and trusts, retirement plans, and more. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: .................................................PTUW-1Vendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................. 8 TaxLocation: .................................................. OnlineM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

11/11/2019 LIVESTREAM: AICPA’s Federal Tax UpdateMon Speaker: Jan Lewis


Acronym: .................................................... BVLSVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................ 8 GenCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: ...............................................$185 / $260Time: ......................................... 8:30am-4:30pm

11/14/2019 IN PERSON: Business Valuation and Litigation SupportThurs Services Conference Speaker: Various

This specialized event is for CPAs, business valuation specialists, appraisers and other financial professionals who perform business valuation and litigation services. Visit the MSCPA website at www.ms-cpa.org for a complete agenda.

Acronym: ................................................. BVLSWVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................ 8 GenLocation: .................................................. OnlineM / N: ...............................................$185 / $260Time: ......................................... 8:30am-4:30pm

11/14/2019 LIVESTREAM: Business Valuation and LitigationThurs Services Conference Speaker: Various

This specialized event is for CPAs, business valuation specialists, appraisers and other financial professionals who perform business valuation and litigation services. Visit the MSCPA website at www.ms-cpa.org for a complete agenda.


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Acronym: ..................................................... NPCVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: ................................................ 8 GenCity: ....................................................... JacksonLocation: .................................. Jackson – HiltonM / N: ............................................... $100 / $100Time: ......................................... 8:30am-4:30pm

11/19/2019 Not-for-Profit ConferenceTues Speaker: Various

Get the industry-specific insights you need to maintain a strong organization for you or your clients and get informed about unique challenges facing not-for-profit organizations at this annual event. Visit the MSCPA website at www.ms-cpa.org for a complete agenda.

Acronym: ...................................................PTU-2Vendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................. 8 TaxCity: ..........................................................TupeloLocation: ....................... BancorpSouth Conf. Ctr.M / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

11/20/2019 AICPA’s Federal Tax UpdateWed Speaker: Jan Lewis


Acronym: ................................................CORU-2Vendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................8 A&ACity: ..........................................................TupeloLocation: ....................... BancorpSouth Conf. Ctr.M / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

11/20/2019 Annual Update and Practice Issues for Preparation,Wed Compilation, and Review Engagements Speaker: Jeffrey Lieman


Acronym: .................................................... RPTRVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: ..........................................................TupeloLocation: ....................... BancorpSouth Conf. Ctr.M / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

11/21/2019 Reviewing Pass-Through Tax Returns: What Are You MissingThurs Speaker: Robert Thelen

Join us as we discuss the common errors practitioners make on pass through tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed and both partnership and S corporation returns will be covered. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law. This course follows a highly illustrative case study format to increase participant comprehension and retention.

Acronym: ................................................ DAAN-2Vendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................8 A&ACity: ..........................................................TupeloLocation: ....................... BancorpSouth Conf. Ctr.M / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

11/21/2019 Analytics and Big Data for AccountantsThurs Speaker: Jeffrey Lieman

Analytics is the new force driving business. Tools have been created to measure program impacts and ROI, visualize data and business processes, and uncover the relationship between key performance indicators, many utilizing the unprecedented amount of data now flowing into organizations. In this course you will discuss leading-edge topics in analytics and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.

Acronym: ...................................................... MTIVendor: .................................................... MSCPALevel: ......................................................UpdateCPE Credit: .... 8 Tax / 12 Tax with Optional SessionCity: ....................................................... JacksonLocation: ................................... Jackson - HiltonM / N: ........... $200 / $300 with Optional SessionTime Wed: .................................. 1:00pm-4:30pmTime Thurs: ................................ 8:30am-4:30pm

12/4-12/5/19 Mississippi Tax InstituteWed-Thurs Speaker: Various

This event is designed to help you manage and thrive in this ever-changing tax environment. Discover how the latest changes will affect your clients or company. Learn new tax-saving strategies and enhance your skills and knowledge so you can provide outstanding results. Visit the MSCPA website at www.ms-cpa.org for a complete agenda. NEW! The MSCPA Taxation Committee has added an afternoon Optional Session on Wednesday, December 4, 2019, prior to the Conference. Select the Optional Session when registering for an additional 4 hours of CPE.


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Acronym: ..................................................... HOTVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

12/9/2019 IN PERSON: Hottest Tax Topics for 2019Mon Speaker: William F. (Bill) Taylor

Two things you can count on are important new tax developments and economic, social, and demographic trends that turn out to have important tax implications. This course, newly authored by Margaret F. Suralik, CPA/ABV, ASA, explores the hottest tax planning topics that will impact you and your clients. These are areas of income taxation that can change every year and affect many of your clients. Learn how to better advise your clients by offering them the latest tax saving strategies. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: ...................................................HOTWVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxLocation: .................................................. OnlineM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

12/9/2019 LIVESTREAM: Hottest Tax Topics for 2019Mon Speaker: William F. (Bill) Taylor

Two things you can count on are important new tax developments and economic, social, and demographic trends that turn out to have important tax implications. This course, newly authored by Margaret F. Suralik, CPA/ABV, ASA, explores the hottest tax planning topics that will impact you and your clients. These are areas of income taxation that can change every year and affect many of your clients. Learn how to better advise your clients by offering them the latest tax saving strategies. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: ...................................................... DTTVendor: ......................................................AICPALevel: ..................................................AdvancedCPE Credit: ................................................. 8 TaxCity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

12/10/2019 IN PERSON: Advanced Tax Strategies for LLCsTues and Partnerships Speaker: William F. (Bill) Taylor

What works best for your client? Learn the pros and cons of the LLC, General Partnership, Limited Partnership, and Limited Liability Partnership by focusing on planning and potential tax traps. A review of distinct advantages of these entities is coupled with an examination of the risk members and partners face if they do not have a solid tax plan to minimize their exposure. In addition, we will explore some of the more intricate rules and regulations of these entities so you can move your working knowledge of partnership and LLC taxation beyond the basics. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: ................................................... DTTWVendor: ......................................................AICPALevel: ..................................................AdvancedCPE Credit: ................................................. 8 TaxLocation: .................................................. OnlineM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

12/10/2019 LIVESTREAM: Advanced Tax Strategies for LLCsTues and Partnerships Speaker: William F. (Bill) Taylor

What works best for your client? Learn the pros and cons of the LLC, General Partnership, Limited Partnership, and Limited Liability Partnership by focusing on planning and potential tax traps. A review of distinct advantages of these entities is coupled with an examination of the risk members and partners face if they do not have a solid tax plan to minimize their exposure. In addition, we will explore some of the more intricate rules and regulations of these entities so you can move your working knowledge of partnership and LLC taxation beyond the basics. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

Acronym: ................................................... FSMEVendor: ......................................................AICPALevel: .........................................................BasicCPE Credit: ................................................8 A&ACity: .................................................... RidgelandLocation: ...................................... MSCPA CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

12/11/2019 Real-World Fraud in Today’s Small-to-Medium - Sized EntitiesWed Speaker: Donna Ingram

This course uses 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 in small-to medium-sized entities will find this course relevant. The course includes an overview of the auditor’s responsibilities related to financial statement fraud. In addition, the course includes information relevant to management’s responsibility for fraud and internal controls. Cases address revenue recognition, various financial statement manipulations, purchasing fraud, and other common areas of interest.

Acronym: ................................................... AUAAVendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................8 A&ACity: .................................................. HattiesburgLocation: ..........................USM-Trent Lott CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

12/12/2019 Annual Update for Accountants and AuditorsThurs Speaker: Michael Brand

Keep abreast of the fast-paced changes in accounting and auditing. This comprehensive course covers relevant pronouncements, exposure drafts, and other guidance recently issued in the accounting, auditing, review, compilation, and preparation engagement arenas. Let us sort through the complexities and help you identify and apply recently issued FASB, PCAOB, ARSC, and ASB standards and guidance. With the rate of change in today’s regulatory environment, you must stay current on the topics impacting the profession – don’t get left behind!


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Acronym: ...................................................PTU-3Vendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................. 8 TaxCity: .................................................. HattiesburgLocation: ..........................USM-Trent Lott CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

12/12/2019 AICPA’s Federal Tax UpdateThurs Speaker: Jan Lewis


Acronym: ................................................CORU-3Vendor: ......................................................AICPALevel: ......................................................UpdateCPE Credit: ................................................8 A&ACity: .................................................. HattiesburgLocation: ..........................USM-Trent Lott CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

12/13/2019 Annual Update and Practice Issues for Preparation,Fri Compilation, and Review Engagements Speaker: Michael Brand


Acronym: ......................................................GPTVendor: ......................................................AICPALevel: ............................................. IntermediateCPE Credit: ................................................. 8 TaxCity: .................................................. HattiesburgLocation: ..........................USM-Trent Lott CenterM / N: .............................................. $275 / $345AICPA Member Discount: .............................. $30Time: ......................................... 8:30am-4:30pm

12/13/2019 Best Practices for Payroll Taxes and 1099 FormsFri Speaker: William F. (Bill) Taylor

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 stay up-to-date with the latest information. It also shows how to handle reporting and withholding requirements for employee fringe benefits. Master the often confusing rules for Form 1099-MISC and other information reports including when and how much to report. Make sure you or your clients are in compliance and not subject to IRS penalties! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.

AICPA MEMBERAICPA MEMBER DISCOUNTLIVESTREAM

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New for 2019! In order to streamline our summary of responses required by our CPE program partners, all in person and livestream MSCPA course evaluations (with the exception of conferences) will be conducted online. Attendees will receive an email one hour prior to the end of the course with a link to the online evaluation. Online evaluations must be completed within 24 hours.

EDUCATION POLICIES Continuing Education with MSCPA provides a comprehensive learning plan to help develop and grow professionally. We strive to provide superb customer service and innovative continuing education for MSCPA members and others associated with MSCPA. MSCPA is registered with the Mississippi State Board of Public Accountancy as a sponsor of continuing professional education.

PRICING The member rate is available to MSCPA members (membership is on an individual basis—not through one’s firm). CPAs who are not members of the MSCPA may register by paying the non-member rate.

If you are an AICPA member and register for an AICPA produced seminar (noted in each seminar description), you are eligible for a $30 discount per eight-hour day. This discount is applied automatically to online registrations given that your AICPA membership information is updated in our database.

COURSE MATERIALS Upon course registration, registrants are asked if they prefer to have a printed manual in addition to the e-materials. Links to the e-materials will be listed with your course registrations in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available. It is your responsibility to maintain a current e-mail address with the MSCPA.

If you request printed materials upon registration, it will be available for pick up at the registration desk on the date of the class. The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.

EVENT CONFIRMATIONS You will receive an email confirmation for all MSCPA event registrations. Please review your confirmation for accuracy and any special instructions. When registering online, course confirmations are emailed immediately following online registrations. If you do not receive an email confirmation immediately, your registration was not successful. When registering by mail or fax, a confirmation will be sent via email when your registration has been successfully processed. In the event that your confirmation is not received within 2-3 days, please contact our office.

COURSE CANCELLATIONS Courses may be cancelled by MSCPA one week prior to the course date if they fail to meet the minimum attendance requirement. In the event of a cancellation, you will be notified and given the option of transferring to another course or receiving a full refund.

TRANSFERS, CANCELLATIONS, SUBSTITUTIONS AND REFUNDSThere is no fee for cancellations or transfers made more than seven days prior to the event. Cancellations made one to seven calendar days before the event will receive a fifty percent refund. Those made the day of the event forfeit the entire registration fee. A participant may also substitute his/her registration to another member without penalty. MSCPA issues refunds if cancellation is made seven calendar days prior to the scheduled date of the course. MSCPA can also transfer the balance to the appropriate account (person or firm) to be held for future MSCPA purchases.

PARTNER WEBINAR AND WEBCAST CANCELLATION POLICIES Cancellations made one business day prior to the event or after will forfeit the entire registration fee.

SPECIAL ACCOMMODATIONS In accordance with the American Disabilities Act (ADA), MSCPA will try to reasonably accommodate anyone disabled and in need of special services. If registering by fax or mail, please indicate on the registration form that you require special services. If registering online, please contact our office. Please call our office if you have special dietary requirements.

DRESS RECOMMENDATIONS Attire is business casual. Participants may want to wear layered clothing to allow for comfort throughout the day, as the temperature in the meeting room fluctuates.

HOTEL ACCOMMODATIONSMSCPA negotiates discounted room rates for our Conferences that are held offsite. Look for hotel accommodations information in each Conference course description on our website. Discounted rates may expire one month from the conference date.

MY CPE TRACKERYou may view your CPE tracker online at www.ms-cpa.org. Once logged into the website, click CPE > My CPE to view all courses taken with the MSCPA. You will also have the option to add courses not taken with the MSCPA in order to have a complete transcript of your CPE for the year.

P O L I C I E S & G E N E R A L I N F O R M A T I O N

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306 Southampton RowRidgeland, MS 39157

ms-cpa.org • [email protected] • Toll-free In-state (800) 772-1099 • Phone (601) 856-4244 • Fax (601) 856-8255

TO REGISTER FOR CPEONLINE www.ms-cpa.org/education/cpe-catalog

FAX (601) 856-8255

MAIL credit card information or check made payable to MSCPA, 306 Southampton Row, Ridgeland, MS 39157

Download a printable registration form at www.ms-cpa.org/education/cpe-catalog

Documents

CPE CATALOG 2019...2019/03/20 · CPE today – and thank you for choosing the MSCPA as your provider of continuing education! CPE CATALOG 2019 NEW FOR 2019! In order to streamline