Credits

Georgia Society of CPAs t October - November 2009

Cont inuing Educat ion Newslet ter

2009 AICPA Clusters ...Out of this World

� Credits • October - November 2009

In This Issue

Credits is a publication of the Georgia Society of CPAs’ CPE Department. It is published four times a year in May, August, October and December.

Editor/Designer: Jamie Etzbach

Materials submitted as advertising or publicity are subject to acceptance for publication at the sole discretion of Credits. For advertising rates, deadlines, and availability, [email protected].

2 Don Farmer Tax Seminars for 2009

3 AICPA Clusters

4 AICPA Clusters Session Descriptions

6 Instructor Spotlights - AICPA Clusters Speakers

8 Upcoming Conferences - Register Now

9 Estate Planning Forum with Natalie Choate

9 Real Estate Internship Program - Sponsors Needed

The Georgia Society of CPAs3353 Peachtree Road NE, Suite 400

Atlanta, GA 30326-1414404-231-8676800-330-8889

Fax 404-237-1291 www.gscpa.org

Paige BrooksDirector of Education & TrainingExt. 2946, [email protected]

Joanne SingletarySeminar CoordinatorExt. 2950, [email protected]

Veronica RansomSeminar CoordinatorExt. 2947, [email protected]

Marie CarpenterCPE RegistrarExt. 2936, [email protected]

Brian AbramOperations CoordinatorExt. 2951, [email protected]

CPE DepartmentOption 3 when calling the main lineEmail: [email protected]

CPE Staff

10 Courses by Subject

12 New Courses for October and November

13 Alternative CPE Options

14 Chronological Listing of Courses

18 On-Site CPE Training At Your Door

18 On-Site Administrators Needed for Courses

19 Registration Form


2009 Don Farmer Tax Seminars - Electrify Your Tax Knowledge

To register for the seminars and for more information, visit www.gscpa.org and enter the course number in the course catalog.z Indicates the course qualifies for CFP® credit

zDon Farmer’s Tax UpdateThis course reviews current-year tax developments and planning ideas affecting 2009 individual, corporate and business tax returns and includes a more than 250-page reference manual. The purpose of this seminar is to bring participants up-to-date concerning 2009 planning opportunities and tax return preparation, emphasizing practical solutions to problems and practical tax planning opportunities.

zDon Farmer’s Pre-Tax Season Review - Individuals This course reviews current-year tax developments, recurring problems and planning ideas that affect 2009 individual tax returns and includes a more than 700-page reference manual. The purpose of this seminar is to bring participants up-to-date concerning 2009 individual income tax planning opportunities and for the 2010 “tax season.”

zDon Farmer’s Pre-Tax Season Review - Corporate/Business This course reviews current-year tax developments, recurring problems, and planning ideas that affect 2009 corporate and non-corporate business income tax returns and includes a more than 700-page reference manual.

November 18, 2009Course No. 11033Instructor: Don FarmerCentreplex/Coliseum, Macon

November 19, 2009Course No. 12027Instructor: Don FarmerGwinnett Center, Duluth

November 17, 2009Course No. 11045Instructor: Don FarmerRural Development Center, Tifton

December 1, 2009Course No. 12054Instructor: Don FarmerCobb Galleria Centre, Atlanta

December 2, 2009Course No. 12064Instructor: Don FarmerCobb Galleria Centre, Atlanta

December 3, 2009Course No. 12065Instructor: Walter NunnalleeCobb Galleria Centre, Atlanta

Using a combination of humor and examples, the Don Farmer Tax Seminars review current year Federal tax developments, recurring problems, and planning ideas affecting individuals, corporations and businesses. Don’t miss this chance to get up-to-speed on tax developments having the greatest impact on 2009 tax return preparation and tax planning.

�www.gscpa.org

2009 AICPA Clusters...Out of This World

Choose your cluster and earn 4, 8, 12 or 16 hours of CPE.December 17-18, 2009 • Cobb Galleria • 16 hours possible CPE

(9 out of the 12 sessions qualify for A&A)

AICPA Cluster Pricing:

MEMBERS Early Registration Fee: $139 by 11/27Standard Registration Fee: $159 (11/28 - 12/15)Late Registration Fee: $189 (after 12/15)

NON MEMBERS Early Registration Fee: $179 by 11/27Standard Registration Fee: $209 (11/28 - 12/15)Late Registration Fee: $239 (after 12/15)

Please Note: The $30 AICPA discount does not apply and lunch is NOT included.Course Information continued on pages 4-5

�www.gscpa.org


Choose Your Own CPE. It’s Out of This World!

Morning Session8:30 a.m. - 12 p.m.

Afternoon Session1 - 4:30 p.m.

Discussion Leader:

Beyond Financial Accounting

Course Number: 12058Credit Hours: 4 General

Designed for accounting and finance managers to reinforce the tenets of profitability and cash (liquidity) and their connection to the key functions within managerial accounting. Revisit and evaluate traditional and new approaches to cost control and profitability analysis. Understand the importance, variety and sensitivity of user needs that accounting and finance serves. Implementation of these tools and techniques will help improve profitability, liquidity and overall finance and accounting services.

What you will learn:- Understanding the changing business environment and its implications for practicing accountants as well as for clients- New business performance measures to maximize profitability and liquidity- Project management and business re-engineering

John Cox

December 17, 2009

Cash and Tax Basis Financial Statements - Alternatives to GAAP & Reporting Requirements

Course Number: 12059Credit Hours: 4 A&A

This course explains OCBOA statements as well as how the basis of accounting affects compilation, review, and audit procedures and accountant or auditor reports. Upon completion of this course, participants will be able to identify the steps necessary to properly perform audit, review or compilation engagement in order to prepare cash, modified cash or tax basis financial statements.

What you will learn: - Evaluate which of the four types of OCBOA is appropriate - What practitioners are doing with the cash and modified cash methods- How OCBOA should affect the audit, review, or compilation engagement work program

Accounting and Auditing Update


Keep abreast of the fast-paced changes in accounting and auditing. This course covers the most relevant pronouncements, exposure drafts and consensus reports recently issued in the accounting, auditing, compilation and review arenas. This training will help you identify and apply recently issued FASB statements, interpretations and technical bulletins. Learn how to assess the effect of current auditing standards and standards on accounting and review services from coverage of the latest issues at the AICPA, EITF and FASB.

What you will learn:-Current issues at the AICPA and EITF-Current FASB topics-New SASs

Thomas Newell, Jr.

Revenue and Cash Receipts: Common Frauds and Internal Controls Course Number: 12063Credit Hours: 4 A&A

Revenue and cash receipts are two critical areas that require strong controls to prevent intentional fraud or unintentional misstatements. While there is well publicized fraud in these areas in larger companies, it also occurs in smaller businesses and nonprofit entites. 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.

What you will learn: - Common fraud risks within the revenue and cash receipt processes- Analysis of controls for effectiveness and efficiency- Estimating the cost/benefit of correcting a control weakness

Compilation, Review and Accounting Service Update


If you supervise compilation, review, and accounting service engagements, this course will help you comply with the professional standards applicable to this year’s engagements. This course covers the current year’s AICPA’s Compilation and Review Alert as well as developments in independence, engagement and representation letters, field work, disclosure, reporting, documentation, changes in services or in accountants, and specialty engagements.

What you will learn: - What you really need to know in 2009 to plan, review, and report these engagements- Current developments in practice- The most common deficiencies found by peer reviewers

Edgar Gee

Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line


This hands-on workshop gives you specific ways to immediately impact an organization’s bottom line. These proven techniques for plugging the most overlooked profit leaks come from specific strategies for lowering costs, improving productivity, or gaining efficiencies. We will explore the different methods in depth to show how easy they are to implement, yet make a huge bottom-line impact. Each tool or strategy is one that you can pass onto clients and coworkers.

What you will learn: - What a profit leak is and ways to identify one- Using rewards and recognition to save money and increase productivity- Ways to analyze the bottom line impact of major decisions

Clusters continued from page 3


�www.gscpa.org

Choose Your Own CPE. It’s Out of This World!

December 18, 2009

Morning Session8:30 a.m. - 12 p.m.

Afternoon Session1 - 4:30 p.m.

Discussion Leader:

Lean Accounting: Transforming Your Accounting Function for Maximum Performance


Gain a practical, real-world understanding of the “value stream mapping” tool and use it to establish and maintain a lean and efficient accounting function and to help other departments as well. Obtain insights on how lean thinking and related tools and techniques can be used to streamline your operations, including your financial and managerial accounting functions. The course shows how to use Lean tools and approaches to identify and remove waste from all parts of a company.

What you will learn:- Steps for improving financial processes- Methods of eliminating wasteful operational accounting transactions- Alignment of management accounting with lean goals and measures

Financial Fraud, Forensics and the CPA


Efforts to grasp and manage the risks of financial reporting fraud and misappropriation continue to evolve, but much uncertainty remains about what works best. This dynamic program provides specific steps to help auditors and accountants fully meet fraud-handling expectations. The “how to” approach helps participants identify fraud exposures and risks and provides practical ideas on how to handle those exposures. Course materials, developed by a nationally known fraud expert, include examples of what can go wrong and how fraud is reflected in the records.

What you will learn:- Fraud risk management- Role of the forensic accountant- Fraud deterrence and prevention programs

FIN 48 - Uncertainty in Income Taxes: A Must Know for Tax CPAs and Accountants/Auditors!


FASB declined to extend the effective date for non public entities for one year. Thus, starting in early 2007 for public entities (2008 for non public entities), FIN 48 significantly modifies the accounting and disclosures relating to uncertainties in income taxes covered by FAS 109, Accounting for Income Taxes. This Interpretation likely will now require an unprecedented involvement of tax professionals in calculating, recording, and/or reviewing tax provisions.

What you will learn:- Interim period recognition, derecognition, and measurement- Applying the cumulative probability table in FIN 48-Practical calculation worksheets

Reporting and Disclosure for Small Businesses: Problems and Practical Solutions


Prepare yourself for accounting requirements in areas typically encountered by small businesses. Find out how to distinguish among error corrections, accounting changes and changes in estimates. Learn how to evaluate related-party transactions, deal with going-concern issues, and prepare proper and professional disclosures.

What you will learn:-Risks and uncertainties-Commitments and contingencies-Reporting cash flow information

Identifying and Communicationg Internal Control Deficiencies Under SAS Nos 112 & 115


SAS Nos. 112 and 115, combined with the requirements in the recently effective Risk Assessment Standards, will likely increase the quantity and variety of control deficiencies required to be communicated to management and those charged with governance - not just in the initial year of discovery, but in each subsequent year until the deficiency is remediated.

What you will learn:-Control deficiencies reportable under SAS Nos. 112 & 115-Use of COSO framework in assessing control deficiencies -Assessment of compensating controls

Coaching: Enhancing Employee Performance


Through this course, you will see how to function as a skilled coach who is an active listener, facilitates employee goal setting and delegates to develop employees. Learn today’s top ways to track employee performance, provide corrective feedback and follow up on performance problems. Upon completion of this course, participants will be able to: develop coaching skills for specific employee situations; understand differences between coaching, counseling and mentoring; and enhance interpersonal and communication skills.

What you will learn: - Assessing one’s coaching skills- Choose a coaching model that will work for you- Skills to enhance coaching success

�www.gscpa.org

John Cox Thomas Newell, Jr.Edgar Gee


Instructor Spotlights

Edgar Gee

Thomas Newell, Jr.

John Cox

Hear John, Edgar and Thomas speak at the AICPA Clusters December 17-18, 2009 at the Cobb Galleria in Atlanta. For full course schedule, please see pages 4-5.

John Cox is a successful entrepreneur and president/CEO of The Rome Group, Inc., a nationally recognized consulting firm specializing in Lean Six Sigma Methodology value stream analysis, strategic planning, operational excellence best practices, project management, re-engineering, visioning and leadership development. He is also a visiting professor at the University of Dallas. Dr. Cox works mostly with Fortune 500 firms but is very active in civic and educational groups. He has authored three books and published many articles on various business related topics. He frequently appears on network radio and television discussing business and management issues and their future impact. He is a member of the Arlington Sunrise Rotary Club, The Deming Group, the American Marketing Association, Sales and Marketing Executives International, the Organizational Development Network, International Society of Six Sigma Professionals, International Society for

Performance Improvement and the National Speakers Association.

Edgar Gee is a local firm practitioner from Knoxville, Tennessee with over 35 years of professional experience. He works closely with small business in areas of auditing, tax planning, IRS representation and litigation support services and business valuations. A noted author, Mr. Gee has published articles in the Tax Advisor relating to the largest independent contractor case against the IRS in U.S. history. He testified before the U.S. House of Representatives Subcommittee on the Oversight of IRS Activities in 1996. He is co-author of PPC’s Guide to Worker Classification. Winner of the Max Block Award by NYSSCPAs for Distinguished Article of the Year 2000, “Independent Contractor or Employee: How the Process Works Today.” Mr. Gee is also mentioned in the New York Times bestseller, “What the IRS Doesn’t Want You to Know.” Mr. Gee speaks nationally to many professional organizations. He was past president of the

Knoxville Chapter of the Tennessee Society of Certified Public Accountants. He was the recipient of the Discussion Leader of the Year award from the Tennessee Society of CPAs in 2001.

Thomas is a shareholder in the firm of Newell & Newell, PC located in Columbus, Ga. Tom graduated cum laude from Georgia Southwestern College in Americus, Ga. in 1980. He started the firm with his wife Silvia Newell, CPA in 1986, prior to that his public accounting experience included both local firms and international firms. Tom is an active peer reviewer having performed over 200 reviews and has been involved with the peer review program since 1989. Tom served on the Georgia Society of CPAs (GSCPA) peer review committees from 1989 to 1993. In 1993 Tom was selected to be one of the technical reviewers for the GSCPA and served as a technical reviewer for nine years. Tom has also served several years on the accounting and auditing committee for the GSCPA. Tom has been a frequent speaker for at the GSCPA’s Southeastern Accounting Show, Tax Forum (A&A topics) and the Accounting Institute. Tom is also a discussion leader for various continuing education courses on A&A topics of compilation and

review, nonprofit, audit & accounting, and peer review.

�www.gscpa.org


Upcoming Conferences - Register NowPlan to join the GSCPA this fall at the following conferences. Designed to further enhance your knowledge and experience, there is a conference that will fit your needs. To register for these conferences, visit the GSCPA web site, www.gscpa.org, and click on “Conferences” under the Continuing Education tab.

The 2010 Real Estate Section Internship Program Sponsoring Firms Needed

Join a Section for Free at www.gscpa.org

FALL DECISIoN MAKERS CoNFERENCEA Harvest of IdeasOctober 23, 2009

Course No. 13045CPE Credit: 6 hours general and 2.5 hours A&A

Gwinnett Center, Duluth

Topics will include:• Economic Update• FASB Codification (A&A)• Demand Based Strategies for CPAs• The Hero's Journey: Legendary Leadership and Decision Making• Master the New Technologies that are Changing the Way We Communicate• The Devil is in the Details – Can Processes, Procedures and Internal Controls add to the Bottom Line? (A&A)

gEoRgIA TAx FoRUMSBe Prepared

Atlanta November 5-6, 2009Course No. 13065Cobb Galleria Centre

SavannahNovember 12-13, 2009Course No. 13060 Coastal Georgia Center

CPE Credit: 18 hours general (including a possible 4 hours A&A)

Topics will include:• Tax Update• Estate Tax Update• Fixing Mistakes in an Ethical and Practical Manner• Tax Traps in Loan Workouts and Discharges (including How to Get Out)• Raising the Bar: The Seven Habits of the Highly Effective Rainmaker• Avoiding Jail Time and Other Annoying Career Interruptions (Measures to Prevent Financial Statement Fraud)

FIRM PRACTICE MANAgEMENT CoNFERENCEPutting the Pieces Together

November 15-17, 2009 ~ Course No. 13080CPE Credit: 16 hours general The Ritz-Carlton Lodge, Reynolds Plantation, Greensboro, Ga.Hotel Rate: $169 until October 30 - Register Now!

This two-and-a-half day educational retreat is geared toward public accounting partners, managers on the partner track and sole practitioners for accounting practices of all sizes. This event is intended for partners and managing partners of small to mid-sized firms and is very appropriate for sole practitioners as well. The conference offers a wide selection of timely and informative sessions led by top national speakers on a variety of topics including professional services practices, firm marketing, time management, value pricing and more.

Key Speakers will include:Ron Baker, VeraSage Institute , Petaluma, Calif.• Firms of the Future • Pricing on Purpose • Human Capital

Mark Koziel, AICPA, Durham, N.C.• Small Firm Advantage • Managing Your Team

Roger Tutterow, Mercer University, Atlanta, ga.• On the Economic Climate

Mike Walter, xcentric, Alpharetta, ga.• Technology Trends

Sandra Wiley, Boomer Consulting, Inc., Manhattan, Kans. • Economic Strategies • Effective Time Management • Peer Metrics & What They Mean


�www.gscpa.org

Natalie Choate to Speak at the Sixth Annual Atlanta Estate Planning Forum

Natalie Choate is an attorney with the Boston law firm of Nutter, McClennen & Fish. Her practice specializes in estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals. Ms. Choate has taught professional-level courses in estate planning in 45 states, and has spoken at the Heckerling, Notre Dame, Heart of America, New England, Southern California, Mississippi, Tennessee, Washington State and Southern Federal Tax Institutes. A Boston native, Ms. Choate is a graduate of Radcliffe College and Harvard Law School.

Ms. Choate will concentrate her presentation on the following:• Qualified Personal Residential Trusts• Making Retirement Benefits Payable to Trusts

• Case Studies in Estate Planning for Retirement Benefits• Death and Taxes: The Inherited Retirement Plan

Tuesday, November 3, 200912:30 - 5 p.m. • The Cobb Energy Centre, Atlanta, Ga.CPE Credit: 4 hours generalRegistration Fee: $169 by october 7, 2009Complimentary cocktail reception immediately following

The Atlanta Bar Association Estate Planning and Probate SectionThe Georgia Society of CPAs Estate and Financial Planning Section

Diversified TrustComprehensive Wealth Management



Sponsored By:

Presented By:

Visit the GSCPA web site at www.gscpa.org or contact Jeff Wells, sections manager, at [email protected] or 404-504-2942.To Register:

The 2010 Real Estate Section Internship Program Sponsoring Firms Needed

The Real Estate Section Internship Program is part of the GSCPA’s on-going efforts to promote and encourage entry into the CPA profession. The program is designed to provide students with training, hands-on accounting and real estate experience as well as an introduction to potential job opportunities upon completion of their education. Sponsoring firms will be able to benefit from additional manpower during the busy months of January through April. Support the future of the profession and help equip a young person for their future by becoming a sponsoring firm today. For more information on the benefits of becoming a sponsor-ing firm, please contact Jeff Wells, GSCPA sections manager, at 404-504-2942.

Join a Section for Free at www.gscpa.org

Mike Walter, xcentric, Alpharetta, ga.• Technology Trends

Sandra Wiley, Boomer Consulting, Inc., Manhattan, Kans. • Economic Strategies • Effective Time Management • Peer Metrics & What They Mean

10 Credits • October - November 2009

Date Course No.

Course Title City

10/5 10006 Technology Symposium Atlanta

10/8 10009 Information Security for CPAs Atlanta

10/20 10022 Advanced Excel Atlanta

10/21 10025 Quickbooks for Accountants Atlanta

10/22 10029 Paperless Office Atlanta

10/29 10050 Advanced Excel Atlanta

10/30 10056 Advanced Quickbooks Augusta

11/6 11012 Excel Hands-On (BYOL) (Intermediate) Augusta

11/9 11018 Excel for Accountants - Tips, Tricks & Tech. Savannah

11/10 11020 Quickbooks for Accountants Savannah

11/12 11029 Developing Financial Apps with Excel (BYOL) Rome

11/19 11052 Technology Symposium Duluth

11/20 11059 Technology Symposium Macon

Date Course No.

Course Title City

10/1 10002 Loscalzo’s Key To Financial Statements Augusta

10/5 10003 Auditing Nonprofits: Tips and Traps** Atlanta

10/12 10014 Governmental Accounting & Reporting: Putting It All Together**

Atlanta

10/13 10015 Frequent Frauds Found in Governments and Nonprofits**

Atlanta

10/19 10021 Loscalzo’s Frequently Missed Issues for OMB Circular A-133 Audits

Atlanta

10/23 10032 Loscalzo’s Annual FASB & AICPA Update Rome

10/26 10037 Loscalzo’s Nonprofit Industry Update & Major Accting & Disclosure Issues

Atlanta

10/28 10046 Auditor’s Risk Assessment Process: Tackling New Risk Assessment SASs**

Atlanta

11/6 11013 Loscalzo’s GAAP Refresher Macon

11/9 11014 Loscalzo’s Step by Step Guide to Comp Auditing-A Gateway to Efficiency

Atlanta

11/12 11031 2009 Governmental A&A Update Dublin

11/13 11037 2009 Governmental A&A Update Atlanta

11/13 11034 Loscalzo’s Annual FASB & AICPA Update Alpharetta

11/16 11039 Fraud and Abuse in Government & Nonprofits Savannah

11/16 11040 Govt & Nonprofit Annual Update** Dalton

11/18 11050 Studies on Single Audit & YB Deficiencies** Augusta

11/19 11055 Applying A-133 to Nonprofit & Governmental Organizations**

Atlanta

11/30 11070 Loscalzo’s Hands on Guide to Understanding & Testing Internal Control

Duluth

Date Course No.

Course Title City

11/11 11026 Corporate Finance Tune-Up: Putting Right Skills in Analysis Toolbox

Atlanta

11/12 11032 Value-Driven Financial Analysis - A Non-Traditional Approach

Atlanta

11/12 11028 Small Business Audits: Best Pract.** Augusta

11/13 11036 FASB Review for Industry** Valdosta

11/17 11047 Detecting Misstatements: Integrate SAS 99 & RAS**

Atlanta

11/17 11046 Auditing: The 50 Biggest Risks NOT in Your 2009 Checklist

Savannah

11/18 11048 Applying the Risk Assessment Standars Using Case Study Approach**

Atlanta

11/20 11056 Fast Close, Soft Close, Virtual Close Now Days, Not Weeks**

Atlanta

11/20 11060 Identifying Fraudulent Financial Transactions**

Atlanta

11/20 11057 Loscalzo’s Best Practices & Current Update for Today’s Comp & Reviews

Columbus

11/23 11065 New Business Combination & Non-Controlling Interest Standards

Atlanta

11/23 11061 AICPA’s Annual A&A Workshop** Atlanta

11/23 11063 Small Business A&A Update** Gainesville

11/24 11069 Auditing Fair Value Measurements and Disclosures: SAS No. 101**

Atlanta

Date Course No.

Course Title City

10/8 10010 FASB Standards Update and Review** Atlanta

10/8 10008 2009 A&A Update for the Real World Columbus

10/9 10012 New Fair Value Standard: Where & How it May Apply to Small Businesses

Columbus

10/14 10016 Forensic Accounting: Fraudulent Reporting and Concealed Assets**

Rome

10/15 10017 New Fair Value Standard: Where & How it May Apply to Small Businesses

Atlanta

10/16 10018 FASB Review for Industry** Atlanta

10/16 10019 Compilation and Review for the Local Firm Macon

10/19 10020 Documenting and Reviewing Field Work** Augusta

10/21 10024 Partner’s Audit Engagement Doc. & Review** Atlanta

10/21 10026 Advanced Update for Compilation, Review and Accounting Services**

Alpharetta

10/23 10035 Internal Controls Essentials for Fin.Mgrs, Accountants & Auditors**

Atlanta

10/23 10034 Forensics and Financial Fraud: Real World Issues & Answers**

Valdosta

10/26 10040 Advanced Income Tax Accounting Incl. Practical Application Exercises**

Atlanta

10/27 10043 Cash Flow Statement: Preparation, Presentation and Use**

Atlanta

10/28 10045 Auditing for Internal Fraud** Duluth


Acworth

10/30 10053 AICPA’s Guide to Reporting & Disclosure Problems for Private Companies**

Atlanta

10/30 10054 The Loscalzo Answer to FAQs in A&A Atlanta

11/5 11009 Compilation and Review for the Local Firm Rome

11/6 11011 FIN 48: A to Z in the Real World Atlanta

11/9 11019 XBRL: The New Era in Financial Reporting** Atlanta

11/10 11021 SEC Reporting** Atlanta

11/10 11023 Forensic Accounting Part I (8:30 a.m. - noon) Atlanta

11/10 11024 Forensic Accounting Part II (1 - 4:30 p.m.) Atlanta

Courses By SubjectBelow are partial listings of courses offered through the GSCPA. For a complete listing and for course descriptions, visit the online catalog at www.gscpa.org.

Accounting & Auditing

** Eligible for $�0 per day discount to AICPA members. New Coursez Indicates the course qualifies for CFP® credit

Information Technology

Yellow Book

10 Credits • October - November 2009

11www.gscpa.org

Date Course No.

Course Title City

10/6 10004 Real Estate Accounting & Financial Reporting Complexities**

Atlanta

10/21 10028 Advanced Section 1031 Exchanging for CPAs (8:30 am-noon)

Columbus

10/22 10030 International Taxation: To and From the United States**

Atlanta

10/23 10036 zCom. Taxation of Prop. Trans: From Acquisition - Disposition**

Atlanta

10/23 10033 Federal Taxation of Timber Growers Savannah

10/26 10038 Accounting & Auditing Issues for the Construction Industry

Valdosta

10/27 10041 Tax Reporting for Contractor and Homebuilder

Valdosta

10/28 10047 Restaurant Accounting and Controls 2009

Atlanta

11/2 11003 International versus U.S. Accounting: What in the World is the Difference?**

Atlanta

11/2 11001 2009 Nonprofit Accounting & Auditing Update & Reporting Issues

Columbus

11/3 11005 2009 Nonprofit Accounting & Auditing Update & Reporting Issues

Duluth

11/3 11006 2009 Community Bank Update Tifton

11/4 11007 2009 Community Bank Update Dublin

11/5 11010 2009 Community Bank Update Atlanta

11/16 11042 Loscalzo’s Guide to Tax-Exempt Orgs & the New IRS Form 990

Atlanta

11/23 11064 S.McCoy’s Comp Guide to Tax Depreciation,Amortization & Prop.Transactions

Atlanta

Consulting Services/Management/ Personal Development

Taxation

Special Subjects

Date Course No.

Course Title City

10/5 10005 2009 Annual Business Law Update Atlanta

10/6 10007 Stock Analysis & Portfolio Mgmt Atlanta

10/8 10011 Advising the Troubled Business Macon


10/20 10023 Negotiating Skills for Finance Professionals**

Atlanta

10/21 10027 Thirty-Plus Practical Tools & Techniques for Fin.Decisions**

Atlanta

10/29 10052 Profit Improvement - 10 Tips for a Better Bottom Line

Atlanta

10/30 10055 Only Financial Officer 2.0 Atlanta

11/4 11008 College Planning Strategies - Advanced Atlanta


11/16 11038 How to Be an Effective Corporate Controller

Valdosta

11/17 11043 Controller or HR Director: Personnel and Regulatory Issues

Savannah

11/18 11049 How to Buy or Sell a Business Dalton

11/19 11054 Esselstein Forum on Today’s Business & Organizational Issues

Duluth

11/23 11062 Leadership Inside Out: Discovering the Leader Within

Duluth

11/24 11067 Find a Need and Fill It: Your Key to Business Development

Atlanta

11/24 11068 Managing Time, Stress and Burnout Augusta

** Eligible for $�0 per day discount to AICPA members. New Course z Indicates the course qualifies for CFP® credit

Date Course No.

Course Title City

10/1 10001 zTaxation Essen. of LLCs, LLPs, LPs & Other Partnerships**

Atlanta

10/19 10057 zCutting Taxes & Conserving Cash in a Troubled Economy**

Atlanta

10/22 10031 Adv Fed Income Taxation of Estates Trusts, Beneficiaries with 1041 Prep

Atlanta


Atlanta

10/27 10042 Fed Income Taxation of Estates, Trust & Beneficiaries with 1041 Return Prep

Atlanta

10/27 10044 LLC and Partnership Taxation: Beyond the Basics**

Atlanta

10/28 10048 zInnovative Tax Planning for Small Business:Corps,Pships,& LLCs**

Atlanta

10/29 10049 Converting Your Pension and IRAs to Roth IRAs

Atlanta

11/2 11002 zTaxation Essen. of LLCs, LLPs, LPs & Other Partnerships**

Atlanta

11/3 11004 zTax Update for Pass-Through Entities: S Corps,Pships, & LLCs**

Atlanta

11/9 11017 zAICPA’s 2009 Tax Review Series: S Corps, LLCs & Other PTEs**

Atlanta

11/10 11022 New Federal Tax Law- Individ. & Bus.Current Devlp You Need to Know

Atlanta

Date Course No.

Course Title City

11/10 11025 zChoice of Entity Issues:S Corp C Corp Pship, LLC & Sole Prop.**

Atlanta

11/11 11027 Basis Calculations & Distributions for Pass-thru Entities

Augusta

11/12 11030 Form 1120S Schedule K-1 Analysis- Basic Calc & Dist for S Corps

Augusta

11/13 11035 Form 1065 Schedule K-1 Analysis-Basis Calc & Dist for Pships & LLCs

Savannah

11/16 11041 Fed Estate and Gift Taxation with 706 and 709 Return Preparation

Rome

11/17 11044 zAICPA’s Hottest Tax Topics for 2009** Alpharetta

11/17 11045 zDon Farmer’s 2009 Federal Tax Update Dublin

11/18 11051 Fiduciary Accounting and the Impact of Georgia Statutes

Duluth

11/18 11033 zDon Farmer’s 2009 Federal Tax Update Gainesville


Gainesville

11/19 12027 Don Farmer’s 2009 Federal Tax Update Macon

11/20 11058 zAICPA’s Tax Update for Financial Executives**

Tifton

11/24 11066 Tax Malpractice: Understand Your Risk Protecting Yourself & Your Firm

Duluth

11www.gscpa.org

1� Credits • October - November 2009

New Courses for October and NovemberBelow is a listing of select new courses for October and November 2009. For a complete listing of course descriptions, visit the online catalog at www.gscpa.org.

ACCoUNTINg & AUDITINg

Restaurant Accounting and Controls 2009Restaurant Seminar InstituteWe will teach you everything you want to know about financial statements and how to apply this information to increase profits and survive tough times. You will learn how to calculate and apply financial ratios. Plus, the newest food cost menu pricing and labor saving techniques. Learn the newest industry benchmarks and techniques to help your clients, especially the latest IRS tip reporting tactics. Level: Intermediate CPE: 8 A&AOct 28 10047 Atlanta GSCPA Training Ctr. Edward Hynes

xBRL: The New Era in Financial Reporting**AICPAA top priority of the SEC chairman is mandating XBRL for public company filings beginning with the largest companies. XBRL is more than just a reporting language for public companies; it is the new language for the electronic communication of business and financial data for businesses. It offers major benefits in the preparation, analysis, and communication of this information. This course provides a “how to” approach to help participants identify key issues and provides practical ideas on how to use XBRL.Level: Intermediate CPE: 8 A&ANov 9 11019 Atlanta GSCPA Training Ctr. Robert Walter

Auditing: The 50 Biggest Risks NoT in Your 2009 ChecklistGary Zeune AssociatesLearn the risks facing all entities (private companies, government entities, nonprofits) to comply with the Risk Assessment Standards.Level: Advanced CPE: 8 A&ANov 17 11046 Savannah Coastal GA Ctr. Gary ZeuneDec 8 12018 Atlanta GSCPA Training Ctr. Gary Zeune

PERSoNAL DEVELoPMENT

Leadership Inside out: Discovering the Leader WithinBusiness Learning InstituteLeadership begins within. Effective leaders understand their own personalities and the leadership styles that work best with them. They have a personal mission and a vision that functions like a compass, guiding the choices they make. Great leaders know how to earn the trust of their peers and subordinates, and how to use that trust to meet the challenges their teams face. Level: Advanced CPE: 8 GenNov 23 11062 Atlanta GSCPA Training Ctr. Greg Conderacci

** Eligible for $30 per day discount to AICPA members.

New Course

z Indicates the course qualifies for CFP® credit

MAnAGEMEnT

Esselstein Forum on Today’s Business and organizational Issues - Interactive Discussion on Business and Accounting Topics YoU Select!Jerry L. Esselstein Company, LLCThis “One-of-a-Kind” discussion forum for CPAs in industry is custom tailored to each audience. Following a needs assessment and discussion of current events and issues, topics are prioritized and selected. Utilizing years of experience in group facilitation, Jerry Esselstein will lead a provocative, fast paced, interactive session guaranteed to benefit you. Group participation is not only developmental, but entertaining as options and alternatives to current challenges are analyzed and examined. You will gain practical insights into prioritizing actions that deliver value. This course is limited to 30 participants to ensure a dynamic and interactive environment. Level: Update CPE: 8 GenNov 19 11054 Atlanta GSCPA Training Ctr. Jerry Esselstein

Find a Need and Fill It: Your Key to Business DevelopmentBusiness Learning InstituteIt’s the oldest saw in your business toolbox - find a need and fill it. Yet the fine art of uncovering needs is a powerful tool to help you take your business to the next level. This course helps you reframe your sales and marketing efforts from a traditional solutions-based platform to a more effective needs-based platform.Level: Basic CPE: 8 GenNov 24 11067 Atlanta GSCPA Training Ctr. Greg Conderacci

TAxATIoN

zCutting Taxes and Conserving Cash in a Troubled Economy: Winning Tax Strategies for Your Clients**AICPADuring recessionary times, conserving cash is key. One sure way to conserve cash is to reduce and/or defer taxes. This course identifies and explains a wide variety of specific tax-smart moves that become available and make sense in a lousy economy. Help your clients successfully weather the storm by helping them cut their taxes and conserve cash. Just for good measure, we will cover some appropriate “non-tax” strategies too.Level: Intermediate CPE: 8 GenOct 19 10057 Atlanta GSCPA Training Ctr. Jim Buckley

guide to Tax-Exempt organizations and the New IRS Form 990Loscalzo AssociatesNonprofits will face the challenge of filing a new Form 990 in 2009. This course will help those working with nonprofits learn about recent major developments in nonprofit tax law, including different types of tax-exempt organizations and the process for obtaining a tax-exemption; congressional and IRS policy for amending the form; how the new Form 990 specifically differs from the old form.Level: Intermediate CPE: 8 GenNov 16 11042 Atlanta GSCPA Training Ctr. Marci ThomasDec 16 12051 Atlanta GSCPA Training Ctr. Marci Thomas


1�www.gscpa.org

Surgent Associates, LLCWith Surgent and Associates Educational Software Products, LLC, you earn much more than your mandatory CPE

requirements. You benefit from the comprehensive and up-to-the-minute coverage that can only come from almost 20 years of experience in the continuing professional education industry. All Surgent McCoy courses are NASBA approved. Furthermore, most are accepted for CFP®, CLU, ChFC, EA, CFM, and CMA continuing education credit.

ACPEnThe Accounting Continuing Professional Education Network (ACPEN), sponsored by many State CPA Societies, is dedicated to

bringing highly relevant, interactive CPE to every CPA in the most convenient and economical ways possible. Participants, with a broadband internet connection, using their own computer, join the rest of the thousands of accountants and other financial and tax professionals as an attendee. You are able to watch the broadcast, download the written materials and interact with speakers, live, during the program.

Schedule as of 9/14 - see web site for additional courses

Schedule as of 9/14 - see web site for additional courses

Alternative CPE Options

Date Course Title

October 21 Partnership and LLC’s Update

October 23 Ethics, Leadership and the Role of the CPA

November 11 IFRS for Small - and Medium-Sized Entities

November 18 Business Fraud and Internal Controls Management

November 24 Getting Things Done - Engaging People to Execute Effectively

Date Course Title

October 20 IT Security-Best Practices for the CPA Firm

October 30 Creating Revenue Opportunities Using QuickBooks Advanced Reporting Tools

November 5 How To Go Paperless

November 11 Word 2007 Deep Dive - Advanced Tips, Tricks and Techniques

November 19 Document Management Systems - How To Evaluate Them

CCH Learning CenterThe CCH Learning Center offers a comprehensive line of current, engaging, interactive continuing education courses - giving you the content and tools you

can trust, combined with the speed and power of CCH® Tax Research NetWork™ and Accounting Research Manager™. CCH is registered as a sponsor for both NASBA and QAS.

The GSCPA offers a variety of ways to meet your CPE requirements. In addition to the many conferences and seminars offered by the GSCPA, the Society partners with the following vendors to bring you options for self-study and webcast CPE. For more information and to register, visit www.gscpa.org and click on Continuing Education. You will register directly with the vendors for these programs.

Self-Study

PASSonline.com PASSOnline has been a provider of CPE for CPAs and other financial professionals since 1990 specializing

in accounting, ethics and taxation education. PASS and PASSOnline offer Continuing Professional Education software and online education courses to a wide variety of accounting professionals. Courses are available on diskette or CD-ROM, via download or online over the Internet.

CPEasy.comCPEasy provides quality CPE progra.m.s that are easy to access, simple to use and available whenever and wherever you choose. With CPEasy, you register online for your choice of

courses and monthly reports, study in your home or office, and take quizzes and track your CPE progress online.

Webcasts

The GSCPA has partnered with CPA Crossings, LLC to provide you with access to an extensive catalog of CPA Technology Best Practices webinars. These courses are delivered in a “live webinar” format that allows you to participate from the comfort of your office or home.

1�www.gscpa.org


For driving directions to any of these facilities visit www.gscpa.org and click on Continuing Education. The Early Registration fee is applicable when the registration fee is received by the gSCPA prior to the Early Registration deadline (3 weeks before event).

Chronological Listing of Courses

Date Course No.

Course Title City Facility Mbr Early

nM Early

Mbr Stand

nM Stand

Mbr Late

nM Late

Gen Credit

A&A Credit

oCToBER

10/5 10003 Auditing Nonprofits: Tips and Traps** Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

10/5 10005 2009 Annual Business Law Update Savannah Coastal GA Ctr 239 339 299 399 329 429 0 8

10/5 10006 Technology Symposium Duluth Gwinnett Center 229 329 289 389 319 419 8 0

10/6 10004 Real Estate Accounting and Financial Reporting: Tackling the Complexities**

Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

10/6 10007 Stock Analysis & Portfolio Management Macon Central GA Tech 239 339 299 399 329 429 6 2

10/8 10008 2009 Accounting and Auditing Update for the Real World Columbus Cunningham Ctr- CSU

229 329 289 389 319 419 0 8

10/8 10009 Information Security for CPAs - Protecting Computers, Data, Assets and Employees


10/8-9 10010 FASB Standards Update and Review** Atlanta GSCPA Training Ctr 289 389 349 449 379 479 0 16

10/8 10011 Advising the Troubled Business Atlanta GSCPA Training Ctr 219 319 279 379 309 409 8 0

10/9 10012 The New Fair Value Standard: Where and How it May Apply to Small Businesses

Columbus Cunningham Ctr- CSU

229 329 289 389 319 419 0 8

10/9 10013 2009 Annual Business Law Update Dalton NW GA Trade & Conv. 239 339 299 399 329 429 0 8

10/12 10014 Governmental Accounting and Reporting: Putting It All Together**


10/13 10015 Frequent Frauds Found in Governments and Nonprofits**


10/14 10016 Forensic Accounting: Fraudulent Reporting and Concealed Assets**

Rome The Forum 229 329 289 389 319 419 0 8

10/14-16 10101 AICPA’s 2009 ABV Examination Review Course (NEW) Atlanta GSCPA Training Ctr n/a n/a 1040 1040 n/a n/a 2� 0

10/15 10017 The New Fair Value Standard: Where and How it May Apply to Small Businesses


10/16 10018 FASB Review for Industry** Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

10/16 10019 Compilation and Review for the Local Firm Macon Central GA Tech 229 329 289 389 319 419 0 8

10/19 10020 Documenting and Reviewing Field Work** Augusta Doubletree Hotel 229 329 289 389 319 419 0 8

10/19 10021 Loscalzo’s Frequently Missed Issues for OMB Circular A-133 Audits


10/19 10057 zCutting Taxes and Conserving Cash in a Troubled Economy: Winning Tax Strategies for Your Clients**


10/20 10022 Advanced Excel Atlanta GSCPA Training Ctr 209 309 269 369 299 399 � �

10/20 10023 Negotiating Skills for Finance Professionals: Get What You Want When You Want It**

Duluth Gwinnett Center 229 329 289 389 319 419 8 0

10/21 10024 Partner’s Audit Engagement Documentation and Review** Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

10/21 10025 Quickbooks for Accountants Atlanta GSCPA Training Ctr 209 309 269 369 299 399 � �


Alpharetta Embassy Suites 229 329 289 389 319 419 0 8

10/21 10027 Thirty-Plus Practical Tools and Techniques for Making Your Key Financial Decisions**


10/21 10028 Advanced Section 1031 Exchanging for CPAs (8:30 a.m. - noon)


139 179 159 209 189 239 � 0

10/22 10029 Paperless Office Atlanta GSCPA Training Ctr 209 309 269 369 299 399 8 0

10/22 10030 International Taxation: To and From the United States** Atlanta GSCPA Training Ctr 209 309 269 369 299 399 8 0

10/22 10031 Advanced Federal Income Taxation of Estate, Trusts & Beneficiaries with 1041 Return Preparation

Savannah Coastal GA Ctr 229 329 289 389 319 419 8 0

10/23 13045 FALL DECISIoN MAKERS CoNFERENCE Duluth gwinnett Center 219 319 289 389 319 419 8 0

10/23 10032 Loscalzo’s Annual FASB & AICPA Update Rome The Forum 229 329 289 389 319 419 0 8

10/23 10033 Federal Taxation of Timber Growers Savannah Coastal GA Ctr 229 329 289 389 319 419 8 0


Valdosta James Rainwater Ctr

229 329 289 389 319 419 0 8



1�www.gscpa.org

Date Course No.


nM Early

Mbr Stand

nM Stand

Mbr Late

nM Late

Gen Credit

A&A Credit

10/23 10035 Internal Control Essentials for Financial Managers, Accountants and Auditors**


10/23 10036 zComplete Taxation of Property Transactions: From Acquisition to Disposition**


10/26 10037 Loscalzo’s Nonprofit Industry Update and Major Accounting and Disclosure Issues


10/26 10038 Accounting and Auditing Issues for the Construction Industry

Valdosta James Rainwater Ctr

229 329 289 389 319 419 0 8


Gainesville GA Mtn Center 229 329 289 389 319 419 8 0

10/26 10040 Advanced Income Tax Accounting Including Practical Application Exercises**


10/27 10041 Tax Reporting for Contractor and Homebuilder Valdosta James Rainwater Ctr

229 329 289 389 319 419 8 0

10/27-28 10042 Federal Income Taxation of Estates, Trusts and Beneficiaries with 1041 Return Preparation


10/27 10043 Cash Flow Statement: Preparation, Presentation and Use** Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

10/27 10044 LLC and Partnership Taxation: Beyond the Basics** Atlanta GSCPA Training Ctr 209 309 269 369 299 399 8 0

10/28 10045 Auditing for Internal Fraud** Duluth Gwinnett Center 229 329 289 389 319 419 0 8

10/28 10046 Auditor’s Risk Assessment Process: Tackling the New Risk Assessment SASs**


10/28 10047 Restaurant Accounting and Controls 2009 Atlanta GSCPA Training Ctr 219 319 279 379 309 409 0 8

10/28 10048 Innovative Tax Planning for Small Businesses: Corporations, Partnerships, & LLCs**(CFP)

Dublin Heart of GA Tech 229 329 289 389 319 419 8 0

10/29 10049 Converting Your Pension and IRAs to Roth IRAs - A Major New Strategy Your Clients Must Consider


10/29 10050 Advanced Excel Augusta Doubletree Hotel 229 329 289 389 319 419 � �

10/29 10051 Forensics and Financial Fraud: Real World Issues & Answers** Acworth North Metro Tech 229 329 289 389 319 419 0 8

10/29 10052 Profit Improvement - 10 Tips for a Better Bottom Line Atlanta GSCPA Training Ctr 209 309 269 369 299 399 6 2

10/30 10053 AICPA’s Guide to Reporting and Disclosure Problems for Private Companies**


10/30 10054 The Loscalzo Answer to Frequently Asked Questions in Accounting and Auditing


10/30 10055 Only Financial Officer 2.0 - More Skills for Smaller Company Financial Managers


10/30 10056 Advanced Quickbooks Augusta Doubletree Hotel 229 329 289 389 319 419 � �

NoVEMBER

11/2 11001 2009 Nonprofit Accounting & Auditing Update and Reporting Issues


229 329 289 389 319 419 0 8

11/2 11002 zTaxation Essentials of LLCs, LLPs, LPs and Other Partnerships**

Gainesville GA Mtn Center 229 329 289 389 319 419 8 0

11/2 11003 International versus U.S. Accounting: What in the World is the Difference?**


11/3 11004 zTax Update for Pass-Through Entities: S Corporations, Partnerships and LLCs**


11/3 11005 2009 Nonprofit Accounting & Auditing Update and Reporting Issues


11/3 11006 2009 Community Bank Update Tifton Rural Dev Ctr 229 329 289 389 319 419 0 8

11/3 11101 Microsoft FRx Design Essentials - Intermediate (Hands On) Atlanta GSCPA Training Ctr 450 450 495 495 n/a n/a 0 8

11/4 11007 2009 Community Bank Update Dublin Heart of GA Tech 229 329 289 389 319 419 0 8

11/4 11008 College Planning Strategies - Advanced Atlanta GSCPA Training Ctr 209 309 269 369 299 399 8 0

11/4 11102 Microsoft FRx Design Essentials - Advanced (Hands On) Atlanta GSCPA Training Ctr 450 450 495 495 n/a n/a 0 8

11/5-6 13065 gEoRgIA TAx FoRUM - ATLANTA BoTH DAYS Atlanta Cobb Galleria 329 429 399 499 429 529 18 5

11/5-6 13067 gEoRgIA TAx FoRUM - ATLANTA THURSDAY oNLY Atlanta Cobb Galleria 219 319 289 389 319 419 9 0

11/5 11009 Compilation and Review for the Local Firm Rome The Forum 229 329 289 389 319 419 0 8

11/5 11010 2009 Community Bank Update Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

11/5-6 13068 gEoRgIA TAx FoRUM - ATLANTA FRIDAY oNLY Atlanta Cobb Galleria 219 319 289 389 319 419 9 5


1�www.gscpa.org


Date Course No.


nM Early

Mbr Stand

nM Stand

Mbr Late

nM Late

Gen Credit

A&A Credit

11/6 11011 FIN 48: A to Z in the Real World Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

11/6 11012 Excel Hands-On (BYOL) (Intermediate) Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

11/6 11013 Loscalzo’s GAAP Refresher Macon Central GA Tech 229 329 289 389 319 419 0 8

11/9 11014 Loscalzo’s Step by Step Guide to Compliance Auditing - A Gateway to Efficiency


11/9 11016 2009 Annual Business Law Update Valdosta James Rainwater Ctr 239 339 299 399 329 429 0 8

11/9 11017 zAICPA’s 2009 Tax Review Series: S Corps, LLCs, and Other Pass-Through Entities**

Augusta Doubletree Hotel 229 329 289 389 319 419 8 0

11/9 11018 Excel for Accountants - Tips, Tricks & Adv. Techniques Savannah Coastal GA Ctr 229 329 289 389 319 419 8 0

11/9 11019 XBRL: The New Era in Financial Reporting** Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

11/10 11020 QuickBooks for Accountants Savannah Coastal GA Ctr 229 329 289 389 319 419 � �

11/10-11 11021 SEC Reporting** Atlanta GSCPA Training Ctr 289 389 349 449 379 479 0 16

11/10 11022 New Federal Tax Law - Individual & Business Current Developments You Need to Know

Rome The Forum 229 329 289 389 319 419 8 0

11/10 11023 Forensic Accounting Part I (8:30 a.m. - noon) Atlanta GSCPA Training Ctr 129 169 149 199 179 229 0 �

11/10 11024 Forensic Accounting Part II (1 - 4:30 p.m.) Atlanta GSCPA Training Ctr 129 169 149 199 179 229 0 �

11/10 11025 zChoice of Entity - Key Issues: S Corp, C Corp, Partnership, LLC and Sole Proprietorship**


11/11 11026 Corporate Finance Tune-up: Putting the Right Skills in Your Analytical Toolbox


11/11 11027 Basis Calculations & Distributions for Pass-thru Entities- Everything You Need to Know


11/12 11028 Small Business Audits: Best Practices Including Risk Assessment and Internal Control**


11/12-13 11029 Developing Financial Applications with Excel (BYOL) Atlanta GSCPA Training Ctr 289 389 349 449 379 479 0 16

11/12-13 13065 gEoRgIA TAx FoRUM - SAVANNAH BoTH DAYS Savannah Coastal GA Ctr 329 429 399 499 429 529 18 5

11/12 13067 gEoRgIA TAx FoRUM - SAVANNAH THURSDAY oNLY Savannah Coastal GA Ctr 219 319 289 389 319 419 9 0

11/12 11030 Form 1120S Schedule K-1 Analysis-Basis Calculations & Distributions for S Corporations


11/12 11031 2009 Governmental Accounting and Auditing Update Dublin Heart of GA Tech 229 329 289 389 319 419 0 8

11/12 11032 Value-Driven Financial Analysis - A Non-Traditional Approach


11/12 13067 gEoRgIA TAx FoRUM - SAVANNAH FRIDAY oNLY Savannah Coastal GA Ctr 219 319 289 389 319 419 9 0

11/13 11034 Loscalzo’s Annual FASB & AICPA Update (NEW) Alpharetta Embassy Suites 229 329 289 389 319 419 0 8

11/13 11035 Form 1065 Schedule K-1 Analysis-Basis Calculations & Distributions for Partnerships & LLCs


11/13 11036 FASB Review for Industry** Valdosta James Rainwater Ctr 229 329 289 389 319 419 0 8

11/13 11037 2009 Governmental Accounting and Auditing Update Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

11/15-17 13080 FIRM PRACTICE MANAgEMENT CoNFERENCE Greensbro Lodge at Reynolds Plantation

629 729 699 799 729 829 16 0

11/16 11038 How to Be an Effective Corporate Controller Duluth Gwinnett Center 229 329 289 389 319 419 � �

11/16 11039 Accountants Guide to Fraud and Abuse in Government and Nonprofits


11/16 11040 Governmental & Nonprofit Annual Update** Dalton NW GA Trade & Conv.

229 329 289 389 319 419 0 8

11/16-17 11041 Federal Estate and Gift Taxation with 706 and 709 Return Preparation


11/16 11042 Loscalzo’s Guide to Tax-Exempt Organizations and the New IRS Form 990


11/17 11043 Controller or HR Director: Personnel and Regulatory Issues


11/17 11044 zAICPA’s Hottest Tax Topics for 2009** Alpharetta Embassy Suites 229 329 289 389 319 419 8 0

11/17 11045 zDon Farmer’s 2009 Federal Tax Update Tifton Rural Dev Ctr 249 349 299 399 329 429 8 0

11/17 11046 Auditing: The 50 Biggest Risks NOT in Your 2009 Checklist


11/17 11047 Detecting Misstatements: Integrating SAS 99 and the Risk Assessment Standards**




1�www.gscpa.org

Date Course No.


nM Early

Mbr Stand

nM Stand

Mbr Late

nM Late

Gen Credit

A&A Credit

11/17 11103 Crystal Reports Design and Essentials - Intermediate (Hands On) Atlanta GSCPA Training Ctr 450 450 495 495 n/a n/a 0 8

11/18 11033 zDon Farmer’s 2009 Federal Tax Update Macon Centreplex/Coliseum

249 349 299 399 329 429 8 0

11/18 11048 Applying the Risk Assessment Standards using Case Study Approach**


11/18 11049 How to Buy or Sell a Business Atlanta GSCPA Training Ctr 209 309 269 369 n/a n/a 6 2

11/18 11050 Studies on Single Audit and Yellow Book Deficiencies** Augusta Doubletree Hotel 229 329 289 389 319 419 0 8

11/18 11051 Fiduciary Accounting and the Impact of Georgia Statutes Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

11/18 11104 Crystal Reports Design and Essentials - Advanced (Hands On)

Atlanta GSCPA Training Ctr 450 450 495 495 n/a n/a 0 8

11/19 11052 Technology Symposium Rome The Forum 229 329 289 389 319 419 8 0



11/19 11054 Esselstein Forum on Today’s Business & Organizational Issues Interactive Discussion on Business and Accounting Topics YOU Select!


11/19 11055 Applying A-133 to Nonprofit and Govt Organizations** Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

11/19 12027 Don Farmer’s 2009 Federal Tax Update Duluth Gwinnett Center 249 349 299 399 329 429 8 0

11/20 11056 The Fast Close, Soft Close, Virtual Close? Now Days, Not Weeks**


11/20 11057 Loscalzo’s Best Practices and Current Update for Today’s Compilations and Reviews


229 329 289 389 319 419 0 8

11/20 11058 zAICPA’s Tax Update for Financial Executives** Atlanta GSCPA Training Ctr 209 309 269 369 299 399 8 0

11/20 11059 Technology Symposium Macon Central GA Tech 229 329 289 389 319 419 8 0

11/20 11060 Identifying Fraudulent Financial Transactions** Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

11/23-24 11061 AICPA’s Annual Accounting and Auditing Workshop** Atlanta Cobb Galleria 309 409 369 469 399 499 0 16

11/23 11062 Leadership Inside Out: Discovering the Leader Within Atlanta GSCPA Training Ctr 209 309 269 369 299 399 8 0

11/23 11063 Small Business Accounting and Auditing Update** Gainesville GA Mtn Center 229 329 289 389 319 419 0 8

11/23 11064 Surgent McCoy’s Comprehensive Guide to Tax Depreciation, Amortization & Property Transactions from Acquisition to Exchange or Disposition


11/23 11065 New Business Combination and Non-Controlling Interest Standards: Significant New Ways of Doing Things


11/24 11066 Tax Malpractice: Understanding Your Risk and Protecting Yourself and Your Firm


11/24 11067 Find a Need and Fill It: Your Key to Business Development Atlanta GSCPA Training Ctr 209 309 269 369 299 399 8 0

11/24 11068 Managing Time, Stress and Burnout Augusta Doubletree Hotel 229 329 289 389 319 419 8 0

11/24 11069 Auditing Fair Value Measurements and Disclosures: SAS No. 101**


11/30 11070 Loscalzo’s Hands on Guide to Understanding & Testing Internal Control


DECEMBER



12/1 12002 Loscalzo’s A&A Issues Unique to Healthcare Org Atlanta GSCPA Training Ctr 209 309 269 369 299 399 0 8

12/1 12054 zDon Farmer’s 2009 Federal Tax Update (CFP) Atlanta Cobb Galleria 249 349 299 399 329 429 8 0

12/2-4 12003 AICPA/AHI Staff Training - Basic Atlanta GSCPA Training Ctr 62� 62� 675 675 705 705 0 2�

12/2-4 12004 AICPA/AHI Staff Training - Semi-Senior Atlanta GSCPA Training Ctr 62� 62� 675 675 705 705 0 2�

12/2-4 12005 AICPA/AHI Staff Training - Beginning In-Charge Atlanta GSCPA Training Ctr 62� 62� 675 675 705 705 0 2�



12/2 12064 zDon Farmer’s Pre-Tax Season Review for Individual Returns Atlanta Cobb Galleria 249 349 299 399 329 429 8 0

12/3 12007 Cash and Tax Basis Financial Statements - Preparation and Reporting**


12/3 12065 zDon Farmer’s Pre-Tax Season Review for Corporate Returns Atlanta Cobb Galleria 249 349 299 399 329 429 8 0

12/4 12008 How to be a PivotTable Expert in One Day (BYOL) Atlanta GSCPA Training Ctr 209 309 269 369 329 429 0 8

12/4 12009 Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts**

Macon Central GA Tech 229 329 289 389 319 419 0 8


1�www.gscpa.org


Endless CPE Possibilities At Your DoorFrom our door to yours - quality CPE training tailored for your organization.

On-Site CPE Training brings public seminars directly to your doorstep. Think of it as your key to providing quality courses that can be customized to meet your needs. You choose the times and locations that are convenient to you.

Georgia Society of CPAs On-Site CPE Training

What do we bring to your door? Assistance in choosing quality instructors from a variety of sources Scheduling of courses and instructors for you Delivery of course materials or leader manuals Options to choose from GSCPA courses or progra.m.s provided by numerous vendors

What are the key benefits? Eliminates employee travel time and expense Customized training for your organization or clients Provides client marketing opportunities Convenience - training scheduled at your request Focusedpresentationsinaconfidentialatmosphere

Where to begin? Begin planning now to ensure availability of quality instructors Need a training facility? Consider using the GSCPA Training Center Contact the GSCPA for personalized attention to plan your training:

Paige Brooks Director of Education & Training Georgia Society of CPAs Phone: 800-330-8889 Ext. 2946 Email: [email protected]

One of the many member benefits brought to you by the Georgia Society of CPAs.

Save money while earning CPE credit - Become an on-Site Administrator

Members are eligible to receive a significantly discounted registration fee by volunteering to provide on-site administrative support at CPE courses held outside Atlanta. Individuals interested in volunteering to serve as On-Site Administrators (OSA) are asked to apply online. To access the application and details regarding OSA responsibilities, go to www.gscpa.org, select “On-Site Administrator Application” listed under the Continuing Education drop down menu. For more information, contact Veronica Ransom, CAP, seminar coordinator, at [email protected], 404-504-2947 or 800-330-8899 ext. 2947.

1�www.gscpa.orgCode: CR

Mastercard AMEX VISA Discover

Personal Card OR Company Card

REGISTRATION 4 Ways to Register for GSCPA CPE Programs

INTERNET registration available at http://www.gscpa.org. Web site registration closes 48 hours before event is held.

FAX a completed registration form with credit card information to the GSCPA at 404-237-1291.

MAIL your completed registration form with credit card information or a check made payable to the Georgia Society of CPAs to:GSCPA, Atlanta Financial Center, North Tower, Suite 4003353 Peachtree Road, Atlanta, Ga. 30326-1414.

CALL the GSCPA Customer Service at 404-231-8676, Opt. 3 or800-330-8889, Opt. 3 to place a credit card order.

Registration confirmation: Mail OR EmailPersonal Information

Check here if your registration includes a change of address.

Name MI Last Member #

Company/Firm Name AICPA Member #

Address

City State Zip

Phone Fax Email

1

Payment Information - Full payment must accompany registration form

Use Money on Account Amount: $

Amount to charge credit card $

Card Number Exp Date (required)

Signature

Name as it appears on card

Cancellation Policy: Seminars and Conferences - Cancellations/transfers made up to 3 weeks before a seminar or conference will not incur an administration fee. Cancellations/Transfers made within the 3 weeks and up to 3 business days before a seminar or conference are subject to a $50 administration fee. Cancellations/Transfers made within 3 business days are subject to a $100 administration fee for members; $150 administration fee for nonmembers. Cancellations/No-shows on the date of the event forfeit the entire registration fee. No refunds or transfer of fees will be made after the date of the event.

Webcasts - Effective June 1, 2009, cancellations for webcasts are subject to a $20 administration fee. Cancellations/No-shows on the date of the event forfeit the entire registration fee. No refunds or transfer of fees will be made after the date of the event.

Items to Note2 3If you have a specific dietary or other need, please contact the CPE Department at least one week prior to the seminar/conference at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3.

Enclosed is a check for $ made payable to the Georgia Society of CPAs.

Course Date Course # Course Name Course Amount

$

$

$

$

TOTAL $

4 Course Registration

Discounts: Early Registration fee is applicable when registration is received by the GSCPA prior to the Early Registration deadline (3 weeks prior to event).

**AICPA members are eligible for an additional $30 per day discount on AICPA courses (except Staff Training and 4-hour courses including Clusters). These courses are indicated by (**) in all marketing pieces. This discount is available until the date of the course and cannot be applied retroactively. If you are claiming this discount, please include your AICPA member number:

Georgia Society of CPAsAtlanta Financial CenterNorth Tower, Suite 4003353 Peachtree RoadAtlanta, GA. 30326-1414

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PAIDAtlanta, Ga.

Permit No. 6495

2009 AICPA Clusters ...Out of this World

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