June 2014 The Bottom Line

THEBottom Line

The continuing professional education magazine for Wisconsin CPAs June 2014

Employee retention

fundamentalsPAGE 3

Explore critical skills that add value to your

companyPAGE 8

Who gets audited now?PAGE 12

Top technology

tips & tricksPAGE 16

Increase your

credibilityPAGE 20

CPE programs

PAGE 24

learn

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JUNE 2014 | www.wicpa.org

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A publication of the Wisconsin Institute of CPAs

3 | Human Resources

Learn why some people stay and others quitBy Jeff Kortes

8 | Management

Explore critical skills that add value to your company and boost your careerBy Jim Lindell, CPA, CGMA, MBA

12 | Tax

Who gets audited now?By Eric T. Johnson

16 | Technology

Word, Outlook and PowerPoint: Getting better results in less timeBy Thomas G. Stephens Jr., CPA, CITP, CGMA

20 | Credentials

Discover how a few little letters can change your career By AICPA Communications Team

Features

8 Explore critical skills that add value to your company and boost your career

Contents

2 The Bottom Line | J u n e 2 0 1 4 w w w. w i c p a . o r g

Amy Gaeth Vice President Communications Editor, The Bottom Line Ext. 3006 [email protected]

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The Bottom Line is published semi-annually by the Wisconsin Institute of Certified Public Accountants (WICPA). Change of address should be sent to: Membership, 235 N. Executive Drive, Suite 200, Brookfield WI 53005; Phone: 262-785-0445 or 800-772-6939 (WI/MN); Fax: 262-785-0838; email: [email protected]. Statements and opinions expressed are those of the authors and not necessarily those of the WICPA. Publication of an advertisement does not constitute an endorsement of the product or service by The Bottom Line or the WICPA. Articles may be reproduced with permission. © Copyright 2014 The Bottom Line.

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[human resources] employee retention

The Bottom Line | J u n e 2 0 1 4 3

learn


The Bottom Line | J u n e 2 0 1 4 5w w w. w i c p a . o r g



Based on his book, Employee Retention Fundamentals... No Nonsense Strategies to Retain Your Best People, Jeff Kortes will provide insight into the thoughts and reasoning of employees who decide to or are contemplating leaving their jobs in various organizations. Through humorous, real-life stories and interactive participation, Jeff has created a program that helps organizations discover ways to gain a competitive edge when trying to retain talent to compete in the marketplace.

EVENT DETAILS

Cost: $50 members/ $60 nonmembersCPE credit: 3 hours

** Registration also includes a copy of Jeff’s book Employee Retention Fundamentals…No Nonsense Strategies to Retain Your Best People. **

Visit wicpa.org/FallFocus for more information and to register.

Jeff Kortes has more than 30 years of experience in human resources. Throughout his career he has worked to recruit, retain and develop employees, at all levels, at companies including ConAgra Foods, industrial equipment supplier SPX, automotive retailer Midas International, and more. He has helped businesses with as few as 10 employees compete with larger employers in recruiting and retaining the “A” talent they needed to survive and thrive.

Plus Meet new WICPA Board Chair Jean M. Hansen, CPA, MBA, CGMA and receive a brief professional issues update from WICPA President and CEO Dennis F. Tomorsky, CPA, J.D., CGMA.

Breakfast will be provided at morning programs and a light lunch at afternoon programs.

If you kNEw ThE kEy To rETAININg your ToP TALENT... wouLD you Try IT?

Eau Clairefriday, Sept. 1211:30 a.m. – 2:30 p.m.Plaza Hotel & Suites

Madisonfriday, Sept. 197:30 – 10:30 a.m.Crowne Plaza

green Bayfriday, oct. 311:30 a.m. – 2:30 p.m.Radisson Paper Valley Hotel

waukeshafriday, oct. 107:30 – 10:30 a.m.Milwaukee Marriott West

DurINg ThE ProgrAM you wILL Understand reasons why solid performers leave an organization AND be able to act on those reasons to increase retention.

Begin developing a strategic roadmap of activities that can be implemented to drive employee retention.

Identify gaps in your strategic retention plan.

Build retention into key metrics of the organization so retention becomes a competitive advantage.

Understand key retention factors that are important to different generations.


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[management] critical skill sets for controllers

Controllers who do not wish to be commodities should take steps to increase their value to the company,

as well as their marketability in the workplace.

The first skill for a controller to master is recognizing his or her

strategic position within the company. The services a controller

provides range from tactical to strategic. The tactical skills

involve day-to-day accounting processes, financial reporting,

staff supervision and internal control. The strategic skills include

planning, understanding the industry and understanding economic,

global, political, social and technological trends. A controller who

spends most of his or her time at the tactical level will be viewed as

a commodity. A controller who performs the tactical functions and

can expand into strategic areas will be seen as a strategic business

partner of the management team. For a controller to operate at a

BY JIM LINDELL, CPA, CGMA, MBA

critical skills that add value to your company and boost your career

EXPLORE


strategic level, they must also understand strategic

planning as a process, a skill and a road map.

The second essential skill set is the understanding

and implementation of lean management

techniques. Accounting departments lag

manufacturing operations when it comes to lean

and efficient processes. A controller will not be able

to move from tactical to strategic emphasis unless

the accounting department eliminates many of

its wasteful practices. Therefore, a controller who

wants to be more valuable will

be trained in lean concepts,

will implement lean concepts

and invest the saved time in

performing strategic activities.

The third skill set for a controller involves

employees in the accounting department.

A successful controller will be excellent in

recruiting, developing and retaining accounting

staff employees. Controllers will view these

responsibilities as great opportunities to build

and improve the accounting team. They will not

view turnover, evaluations or training time as

evil necessities of their work. Recruiting future

employees should be an ongoing task depending

on the size of the department. A controller should

always be on the lookout for candidates. Developing

candidates creates a responsibility on a controller

to assess employee skills, challenge them with work

that will grow and enhance the staff’s career and

provide training opportunities that reinforce tactical

skills in the present and strategic skills for the

future. Retaining employees is easier than finding,

recruiting, interviewing and hiring them.

One method of improving retention is for

a controller to understand the personal and

professional goals of each person on the staff.

This provides a controller with the opportunity

to direct the individual so the work is as fulfilling

as possible. Whenever the issue of retaining staff

arises, compensation is always discussed. Your

organization/your department must present to each

of your employees or candidates the best possible

package, which includes compensation. Your

organization does not have to be the highest-paying

organization. It does need to make the employee

feel that the combination of wages, benefits,

opportunities for growth, working environment,

work balance, etc. makes your organization the

best place to work. Remember, if any of the items

are subpar to the market, it will detract from your

company. If any of the items are above par, it will

attract candidates to your organization.

The fourth skill a controller needs is the gift of

inspiration. Many people confuse inspiration and

motivation. Inspiration is what a controller can do

to get employees excited about the organization

and the work that must be performed. Motivation is

what each person does to themself to accomplish a

specific task. Therefore, controllers must understand

soft skills and meeting the needs of their employees.

This leads us to another skill that is required for a

controller and supports the soft skills concept.

The fifth skill is mastering servant leadership

characteristics. Robert Greenleaf is credited with

the “servant leadership” movement. There are 10

essential characteristics1 of a servant leader that

controllers must understand. They are:

1 “Servant Leadership - Wikipedia, the Free Encyclopedia.” Accessed July 16, 2013. http://en.wikipedia.org/wiki/Servant_leadership.

The Bottom Line | J u n e 2 0 1 4 11w w w. w i c p a . o r g The Bottom Line | J u n e 2 0 1 4 11w w w. w i c p a . o r g

• Listening: A servant leader puts the emphasis upon listening effectively to others.

• Empathy: A servant leader needs to understand others’ feelings and perspectives.

• Healing: A servant leader helps foster each person’s emotional and spiritual health and wholeness.

• Awareness: A servant leader understands his or her own values and feelings, strengths and weaknesses.

• Persuasion: A servant leader influences others through persuasiveness.

• Conceptualization: A servant leader needs to integrate present realities and future possibilities.

• Foresight: A servant leader needs to have a well-developed sense of intuition about how the past, present and future are connected.

• Stewardship: A servant leader is a steward who holds an organization’s resources in trust for the greater good.

• Commitment to the growth of people: A servant leader is responsible for serving others.

• Building community: A servant leader helps

create a sense of community among people.

As an outgrowth of servant leadership

characteristics, a controller must be a servant to the

operations in the organization. If done correctly, there

will be no disharmony between the operations and

the accounting staff. The operations staff will view the

accounting department as a valued resource to help

them achieve operational goals. A controller who is

viewed as helping operations meet their goals will

be highly prized. In addition, the management team

will include the controller in strategic planning efforts

because they “understand the business.”

The next critical skill for a controller is how to access

and use trends, industry and government information.

The art is distilling data into knowledge that can be

applied to the organization and industry. These insights

will show that a controller understands the company’s

position at the micro level as well as the macro level,

in a globally competitive marketplace. Without these

comparisons, a controller simply presents data as it

pertains to their organization.

A successful controller must be able to champion

projects. This includes: establishing project parameters,

estimating resources required, managing project

resources (Gantt chart), making course corrections and

completing the project on time.

Finally, a controller MUST BE ETHICAL!

Jim Lindell, CPA, CGMA, MBA, president of Thorsten Consulting Group, Inc. in Dousman and an instructor for the WICPA, is a four-time recipient of the AICPA Outstanding Discussion Leader Award. He is a TEC Chairman (executive coach to CEOs.) In addition, Jim recently authored “The Controller as Business Manager,” which will be published by the AICPA in early summer of 2014. Contact Jim at 262-392-3166 or [email protected].

Jim Lindell will present “ADVANCED CFO AND CONTROLLER SKILLS” on Oct. 16 at the new WICPA Professional Development Center in Waukesha.



[tax] hot IRS issues

WHO GETS AUDITED NOW?BY ERIC T. JOHNSON

The Internal Revenue Service (IRS) faces daunting

challenges in an era with reduced funding, and it

has responded with increasingly targeted audit

policies that reflect its need to be smarter about where

it applies its resources. In fact, audits numerically have

declined rather dramatically but have increased in certain

definable taxpayer profile groups. In the past, the IRS would

be largely driven by the results of its computer programs,

which, after comparing various items with statistical

norms, flagged returns that claimed deductions or credits

that exceeded those bounds for further examination, a

discriminator function (DIF). While this continues, the DIF

now more selectively flags upper-income taxpayers —

those reporting $200,000 or more in earnings — and more

rarely now targets lower-income taxpayers.

Among some of the indicators the IRS or its software

find suspect are too many round numbers and the use by

such taxpayers of large deductions that while previously

normative, nonetheless have the effect of offsetting large

income items in other areas in situations where there are no

statutory limitations. For example, in passive activity losses,

the IRS is trying, according to a Wall Street Journal article

of March 15-16, 2014, to deny either the expenditure’s

deductibility or the timing of such deduction.

Such an approach fits in with the IRS’ audit selection

statistics: The agency, in the 2012 IRS Data Book, an annual

report, claimed to have performed audits in the fiscal year

ended Sept. 30, 2012, on 3.57 percent of the tax returns of

Americans who made between $500,000 and $1 million in

2011. That represented a 58.8 percent increase from the 3.4


percent of this group who were audited the previous

year. With respect to taxpayers making between

$1 million and $5 million, the audit frequency was

8.9 percent; for those making between $5 million and

$10 million, audits increased to 17.9 percent in 2011.

The most heavily audited group, as a percentage of

filers, were Americans who reported making more

than $10 million, with 27.3 percent of this group

audited last year.

Wealthy taxpayers often engage teams of

sophisticated tax, business and estate planning

lawyers, accountants and other professional advisers

to legitimately minimize their potential tax liabilities.

To effectively examine the activities of high-net-wealth

individuals, the IRS Large & Midsize Business Division

(LMSB) formed a global high-net-wealth industry

group (the “wealth squad”) to centralize and focus IRS

compliance expertise on high-wealth individuals and

their related entities (initially those having more than

$10 million in assets or income in the aggregate) that

goes beyond a simple review of tax returns. The “wealth

squad” is made up of specialists and technical advisers

to provide industry or specialized tax expertise.

Areas that now seem to be of the most interest

to the IRS are Foreign Account Tax Compliance Act/

Foreign Bank and Financial Accounts (FATCA/FBAR)

issues relating to the perceived underreporting

of income through foreign accounts and other

investments, travel and entertainment (although this is

a perennial concern), charitable deductions, and hobby

losses. The latter three types of cases are generally

pursued and won by the IRS because taxpayers lack the

required substantiation for these deductions, which

does not require much manpower to determine. With

respect to the foreign accounts, the IRS is showing

increased audit sensitivity: The 90-22.1 was summarily

replaced by FinCen 114 to be filed in connection with

1040 reporting that now bears within its shield logo

the designation “FINCEN,” which stands for Financial

Crimes Enforcement Network, emphasis on “crimes.”

Income reported to the IRS through W-2s, K-1s,

and 1099s but not reported on the individual tax

return will cause the matching program to trigger

scrutiny and an adjustment letter, but not necessarily

an audit, depending on the size of the omission in

relation to other items that were reported. A recent

sign of the times is the failure to report cancellation of

indebtedness income as many taxpayers work out their

debts. With the introduction of the net investment

income tax, one may expect the IRS to increase its

examination of the character of certain types of

income—specifically, rent, interest, dividends, royalties

and gains—where such amounts are not included on a

taxpayer’s Form 8960.

Shareholders of S corporations and general

partners may also invite audit of whether the income

is passive (even where the taxpayer is claiming no

passive losses from any other activity) as even trade

or business income is included in net investment

income if the taxpayer is passive with respect to the

activity. In addition, the recent final regulations on net

investment income afford a special treatment to real

estate professionals for rental income that is likely to

result in policing audits to prevent abuse. There are

several areas where taxpayers can go wrong with this

exception.


Another idea of great interest to the Treasury Department

is worker classification. The IRS launched a Voluntary

Classification Settlement Program to enable taxpayers to

avoid the costs of an audit by “coming clean” at a substantially

reduced cost relative to the tax liability that would result from

an examination.

Practitioners should finally be aware that the IRS has one

more matching program, which matches the return with

the tax return preparer. Regardless of income levels, returns

prepared by certain tax return preparers are flagged for audit

regularly. In addition to the taxpayer’s substantive tax issues

relating to the potential for audit, a return preparer’s reputation

and history itself can be the trigger.

These and other areas that currently seem to be of the most

interest to the IRS in selecting who to audit are discussed

in great detail in Surgent McCoy’s course, EXIB, Hot IRS Tax

Examination Issues for Individuals and Businesses on Dec. 16 at

the WICPA Professional Development Center in Waukesha.

Eric T. Johnson has been the head writer for Surgent McCoy since 1985. He has authored or co-authored more than 80 courses in the curriculum. Email him at [email protected].

Benefits of On-Demand CPE by WICPA include:•Watch anytime, anywhere with an Internet connection.•Follow along with speakers as their PowerPoint slides

automatically transition side-by-side with the video.•Download a PDF of the slides for easy referencing later.

With CPE on-demand by WICPA you can now virtually attend the most popular conference sessions at your convenience!

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[technology] tips & tricks


Introduction

Nearly every business professional uses Microsoft Office Word, Outlook and PowerPoint to varying degrees. Yet, most are self-taught in

these applications and therefore likely remain unaware of key productivity-enhancing tools in each of these applications. In this article, you will learn about seven terrific features found in these three applications and how to use them to get better results in less time.

By Thomas G. Stephens Jr., CPA, CITP, CGMA

Getting better results in less time

Word, Outlook and PowerPoint:


Universal drag-and-drop in OutlookOutlook supports drag-and-drop universally throughout

the application. If you receive an email message and need to create an appointment on your calendar containing the details of the message, simply drag the message from the message list, and drop it onto your calendar in Outlook. Similarly, if you need to add an attachment to a message, you can drag it from your desktop into the message; conversely, you can drag attachments from a message to your desktop. Universal drag-and-drop eliminates unnecessary typing and other keystrokes otherwise required to perform many functions in Outlook.

Assign Outlook tasks to othersAre you trying to manage multiple projects and tasks that

involve other team members? If so, try assigning these tasks to others in Outlook. To do so, first add a task to Outlook. Then right-click on the task and choose Assign Task from the pop-up menu. Enter any desired details and click Send to assign the task to another team member. Once the team member accepts the task, he or she can send updates and notes to you by updating the task in their instance of Outlook, minimizing the amount of time you spend managing tasks.

Save time with Outlook’s quick steps feature

Do you often perform multiple actions—such as adding a category to a message and moving that message to another folder—on items in Outlook? If so, create a Quick Step to automate these tasks for you. From the Home tab of the Ribbon in Outlook, you can customize the “canned” Quick Steps provided in Outlook and create new ones to meet your specific needs. Once you do so, select an item and click the Quick Step you wish to apply, and Outlook will perform all of the actions designated in the Quick Step on the selected item.

Use styles to format your Word documents

Word’s Styles feature is perhaps the application’s most powerful tool. Styles are predefined formats you can apply to your documents, reducing the amount of time you spend formatting a document and ensuring consistency in

formatting. When you use Styles, you receive the added

benefits of creating automatic tables of contents, generating

document maps, and creating PowerPoint presentations from

your Word document.

To apply a Style to text, select the text, and then choose the

Style you want to apply to the selected text from the Home

tab of the Ribbon. You can also build your document based on

Styles by using Word’s Outline View to create an outline of the

document using Heading 1, Heading 2, Heading 3, etc. Styles.

Once you create the outline, return to the traditional Print

Layout View to complete the document.

Edit a PDF document in Word 2013If you need to edit a PDF document, Word 2013 offers a

great new feature to assist you in this endeavor. You can open

and edit the PDF document in Word, eliminating the need to

perform this action in another application. In Word, open the

PDF document and perform your edits. When you complete

your edits, you can to save the document back to PDF format

or you can save it in Word format.

Create a PowerPoint presentation from a Word document

If you create a Word document using Heading 1, Heading

2, Heading 3, etc. styles to apply formats to your major section

headings and subheadings as discussed previously, you can create

a PowerPoint presentation quickly that mirrors the structure of the

Word document. From the Home tab of the Ribbon in PowerPoint,

choose New Slide followed by Slides from Outline. Then, select the

Word document you want to use as the basis for your PowerPoint

presentation and PowerPoint builds the presentation for you

automatically. You can then finalize the presentation by adding and

editing text, selecting a different Theme and applying animations

and transitions, etc.

Create multiple presentations from a single PowerPoint presentation

You may find it necessary to have multiple versions of the

same PowerPoint presentation. If that’s so, instead of using


a

View the current issues and browse archives at www.wicpa.org/newspublications

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Download a PDF of the publications.▲

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multiple data files, consider using PowerPoint’s Custom Shows feature. With this feature, you can create multiple versions of the same presentation, all contained within a singular data file. To create a Custom Show, click Custom Slide Show from the Slide Show tab of the Ribbon, and click New in the Custom Shows dialog box. Choose the slides you want to include in the newly created Custom Show. To present the Custom Show, select the Custom Show in the Custom Shows dialog box, and choose Show.

SummaryThe Microsoft Office suite of applications—including

Word, Outlook, and PowerPoint—offers a seemingly endless array of features to assist busy professionals with their daily

responsibilities. However, many professionals are self-taught in these applications and, as a result, do not become aware of many of the tools they can use to work more efficiently and effectively. Far from an exhaustive list of these tools, the seven features discussed in this article represent some of the easiest and most powerful options available to improve productivity. If you’re looking to get better results in less time, consider how each of these tools can help you reach that goal.

Thomas G. Stephens Jr., CPA, CITP, CGMA is a shareholder in K2 Enterprises, where he develops and presents continuing professional education programs to accounting, financial, and other business professionals across North America. Contact him at [email protected].


Discover how a few little letters can change your career By AICPA Communications Team

[AICPA] credentials


When there are hundreds of thousands of

CPAs at work in public accounting, business

and industry, government, academia and

consulting, how can you stand out in such a crowded

profession?

Many CPAs do this by leveraging the rapid growth of

advisory services. By offering specialized knowledge to

your clients or employer, you’re positioned to be more

competitive in the marketplace and can differentiate

yourself from others in the field. And that translates

into increased compensation and career advancement

opportunities.

Firms, as a whole, are finding that offering more

services can increase their bottom line. When you move

beyond compliance work to more future-oriented, value-

added work, you can do more for your clients, serving

them in new ways. Organizations with credentialed

professionals realize increased profit margins through

the management of risk; improved controls; process

and workflow improvements; and faster decision-making

through simulations and data analytics.

The fact is, value-added services are not just a

trend, and they are not going away. Of Accounting

Today’s Top 100 Niche Services, business valuation

consistently has ranked in the top five for the past 15

years. Also, an IBISWorld 2012 report projects that

forensic accounting will grow at a rate four times that of

the U.S. accounting profession through 2017. Financial

planning follows closely at a growth rate that is double

that of the accounting profession. According to the

Robert Half 2014 Salary Guide, the need for financial

professionals with technology experience is rising, given

the complexities of systems and tools, and emerging

technologies.

Unlock the possibilitiesThe AICPA offers the only credentials built on the CPA

foundation of competency, objectivity and integrity. The

credentials are: Certified in Financial Forensics (CFF®),

Personal Financial Specialist (PFS™), Accredited in

Business Valuation (ABV™) and Certified Information

Technology Professional (CITP®).

According to Dennis Tomorsky, CPA, J.D., CGMA,

CEO of the Wisconsin Institute of CPAs, “CPAs who are

looking to move up in their career, add greater value in

the workplace and take advantage of the recent growth

of advisory services within the accounting profession

should pursue a credential after their CPA.”

Want further evidence that a credential can be an

effective career boost? First, 66 percent of CPAs say

holding an AICPA credential in advisory services makes

a difference in receiving job offers. What’s more, the

average salary for CPAs who hold these credentials is

15 percent greater than CPAs without a specialty

credential.

Credentials for all areas of interestForensic accounting has become one of the fastest-

growing specialty practice areas for U.S. CPAs who want

to demonstrate their knowledge, skills and experience

in the forensic accounting area are pursuing the CFF

credential. It encompasses fundamental and specialized

forensic accounting skills that you can apply in a variety

of service areas, including bankruptcy and insolvency,

computer forensic analysis, family law, valuations,

economic damages calculations, and fraud prevention,

detection and response. In addition, the CFF credential

sets you apart as an expert witness in the courtroom.

The PFS credential showcases a CPA’s expertise

in personal financial planning. This credential is an

excellent next step for CPAs seeking to expand or

diversify a tax-focused practice. Your comprehensive

knowledge in financial planning and tax enables you

to bring a holistic approach to your clients’ financial

needs, whether advising in retirement, estate, tax, risk

management and/or investment planning.


Two major factors are driving up the demand for CPA

financial planners. First, given the complexities of American

Taxpayer Relief Act (ATRA) and the new net investment

income tax that will impact every area of financial planning,

clients are looking for the objective guidance that CPAs

provide. Secondly, large numbers of boomers are heading

into retirement and seeking advisers to help them plan

accordingly to avoid outliving their financial resources.

The ABV credential is ideal for CPAs who want to

enter this in-demand area by positioning themselves as

a premier business valuation service provider who goes

beyond the core service of reaching a conclusion of

value to creating value for clients through the strategic

application of this analysis.

The rise in demand for business valuation experts and

firms that offer this service has been fueled by a rapid

increase in merger and acquisition activity, gifting and

estate transfers, and the Small Business Administration’s

requirement for independent business valuations on loan

regulations. Other valuation services include valuing a

business due to transfer of ownership, divorce settlement,

fair value accounting, Employee Stock Ownership Plan

(ESOP) valuations, economic damage calculations, and

expert witness or litigation support.

CPAs who have considerable expertise in information

management and technology assurance should seek

the CITP credential. CPAs who have earned the CITP

credential are recognized for their ability to provide

Get the FactsON AICPA ADVISORY SERVICE CREDENTIALS

4exclusive credentials — ABV™, CFF®, CITP® or PFS™ — from the AICPA differentiate you as having specialized knowledge and expertise.

possibilities await those who practice in business valuation, forensic accounting, information management and technology assurance, and personal financial planning.

Now that you know, pursue a credential at aicpa.org/credentials.

1415

1B-3

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Copyright © 2013 American Institute of CPAs. All rights reserved.

15%additional salary is the average for CPAs who have an advisory service credential versus CPAs who do not.*

* 2013 AICPA Compensation Survey


technology-related assurance and business insight by

leveraging knowledge of information, data relationships

and supporting technologies. This credential spans a

broad base of knowledge — from IT assurance, IT risk

management and security, and privacy to analytics

and emerging technologies. CITP credential holders

are helping their clients or organization improve

operations, ensure financial data integrity, determine

risks associated with financial reporting, and prevent and detect fraud.

A closer look at the requirementsIn addition to holding a valid and unrevoked CPA

license or certificate issued by a legally constituted state authority, being an AICPA member in good standing and signing a Declaration of Intent to comply with the requirements of credential recertification, each candidate must also meet the following requirements:

Exam Requirement Business Experience Requirement Education Requirement

CFF Pass the CFF Examination 1,000 hours of business experience in forensic accounting within the 5-year period preceding the date of the CFF application

75 hours of forensic accounting continuing professional education (CPE) within the 5-year period preceding the date of the CFF application

PFS Pass one of three comprehensive exams: Personal Financial Specialist (CPA/PFS), Certified Financial Planner® (CFP) or Chartered Financial Consultant (ChFC)

3,000 hours of personal financial planning experience within the 5-year period preceding the date of the PFS application; up to 1,000 hours of tax compliance experience can count toward the total experience requirement

75 hours of personal financial planning CPE within the 5-year period preceding the date of the PFS application

ABV Pass the ABV Examination (this is waived for Accredited Members and Accredited Senior Appraisers of the American Society of Appraisers)

Either 6 business valuation engagements or 150 hours of business valuation experience within the 5-year period preceding the date of the ABV application

75 hours of valuation CPE within the 5-year period preceding the date of the ABV application

CITP Pass the CITP Examination 1,000 hours of business experience in information management and technology assurance within the 5-year period preceding the date of the CITP application

75 hours of information management and technology assurance CPE within the 5-year period preceding the date of the CITP application

Resources available from the AICPANo matter which credential you pursue, the AICPA supports you every step of the way by providing everything

from exam prep materials to exclusive tools and technical resources that will help you, as a credential holder,

maintain the highest level of competency in delivering advisory services. When you’re ready to take your career to

the next level with an AICPA credential, visit aicpa.org/credentials.

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[ seminars | calendar ]

12 Audits of 401(k) Plans (AFKP) AA Brookfield 44 19 The Best Income Tax, Estate Tax & Financial Planning Ideas of 2014 (IEFP) TAX Brookfield 54 20 How to Settle an Estate for a Client From A to Z (SEAZ) TAX Brookfield 54

9 Annual Update for Controllers (SKSB) Mgmt Waukesha 52 9 NEW! Digging Deeper with Data Analysis (DDDA) AA Madison 44 9 Compilations & Reviews: Engagement Performance & Annual Update (CRAU) AA Waukesha 44 10 Annual Update for Accountants & Auditors (AUAA) AA Waukesha 44 12 2014 Fall Focus: No Nonsense Retention (WFF0912) FF Eau Claire 12 Advanced Sales & Use Tax Workshop (MBP09) TGIF Madison 33 12 Dealing With Long Term Care: When it is Too Late for Insurance (NBP09) TGIF Appleton 37 12 The Affordable Care Act: What Employers Need to Know (MT09) TGIF Wauwatosa 35 17 Advanced Excel (ADE) IT Madison 62 17 Retirement Readiness (WBP09) BP Waukesha 30 17 Estate Planning in the New World of “Portability” (ECBP09) BP Eau Claire 32 17 NEW! Buying & Selling a Business: Critical Tax & Structuring Issues (SELL) TAX Waukesha 54 18 Excel-Based Dashboards (EBD) IT Waukesha 62 18 Make Money for You & Your Clients: Surgent’s Top Business Tax Planning Strategies (BTPS) TAX Madison 55 19 2014 Fall Focus: No Nonsense Retention (WFF0919) FF Madison 23 Auditing Defined Contribution Plans (AEMP) AA Waukesha 45 23 CPAs in Industry Fall Conference (CPAIF) Conf Pewaukee 28 29 A Complete Guide to the Yellow Book (YBYB) Gov/NFP Waukesha 50 30 OMB A-133 From A to Z (A133) AA Waukesha 45 30 Not-for-Profit & Health Care Conference (NFPHCF) Conf Pewaukee 28

1 Revenue Recognition (RRNS) AA Madison 45 2 The New Reporting Option: A Financial Reporting Framework for Small & Medium-Sized Entities (SME) AA Waukesha 45 3 2014 Fall Focus: No Nonsense Retention (WFF1003) FF Green Bay 3 NEW! Advanced Compilation & Review Engagement Issues: Striking the Right Balance Between Compliance, Client Service & Practice Management (ADCR) AA Waukesha 46 6-7 NEW! Staff Training Level I (ASE) AA Waukesha 46 10 The Affordable Care Act: What Employers Need to Know (MBP10) TGIF Madison 33 10 Advanced Wisconsin Tax Issues for Manufacturers (NBP10) TGIF Green Bay 37 10 2014 Fall Focus: No Nonsense Retention (WFF1010) FF Waukesha 13-14 Tax Staff Training Level III: Advanced Issues (TSTA) TAX Waukesha 55 14 Studies on Single Audit & Yellow Book Deficiencies (SAYB) Gov/NFP Madison 50 14 The New Reporting Option: A Financial Reporting Framework for Small & Medium-Sized Entities (SME2) AA Rothschild 45 15 Cloud Computing With the New Microsoft Office (WBP10) BP Waukesha 30 15 Estate Planning in the New World of “Portability” (LCBP10) BP Onalaska 32 16 Advanced Controller & CFO Skills (ACCS) Mgmt Waukesha 52 16 IRS Practice & Procedure: Audits, Appeals, Assessment, Settlement & Collection (IPP) TAX Waukesha 55 17 Unlocking Social Security (MT10) TGIF Wauwatosa 35 17 The Affordable Care Act: What Employers Need to Know (WSBP10) TGIF Wausau 38 17 NEW! Current Federal Tax Developments (CFTD) TAX Waukesha 55 22 New “Repair Regs” Sec. 263(a) (NRR) TAX Onalaska 55

2014

JUNEDate Title PageLocationType

SEPT Date Title PageLocationType

OCTDate Title PageLocationType

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23 Excel Tips, Tricks & Techniques for Accountants (EXL) IT Rothschild 62 27 Critical Thinking Skills (CTS) Mgmt Waukesha 52 27 Financial Analysis in a Metrics Driven World (FAMD) Mgmt Waukesha 52 27-28 NEW! Staff Training Level II (ASE2) AA Waukesha 46 28 NEW! Annual Financial Management Spotlight (AFMS) Mgmt Waukesha 52 28 Annual Update for Accountants & Auditors (AUAA2) AA Rothschild 44 28 Estate & Life Planning Issues for the Middle-Income Client (PMIC) TAX Onalaska 56 29 Fiduciary Income Tax Returns: Form 1041 Workshop (1041) TAX Waukesha 56 29 Form 990: A Comprehensive Approach to Accurate Preparation (EO-F990) TAX Madison 56 29 NEW! FASB Review: Common GAAP Issues Impacting All CPAs (FRU) AA Waukesha 46 30 Exploring the Updated Internal Control Framework: Critical Concepts in Design, Evaluation, Implementation & Monitoring (UICF) AA Madison 47 30 NEW! Advanced QuickBooks Tips & Techniques (AQB-4) IT Waukesha 62 30 NEW! Word, Outlook & PowerPoint: Tips & Tricks for Enhancing Productivity (MOT-4) IT Waukesha 63 31 Excel Tips, Tricks & Techniques for Accountants (EXL2) IT Waukesha 63 31 NEW! Accounting & Auditing Update for Tax Practitioners (AAUP) AA Waukesha 47

3 The Best Individual Tax Update Course by Surgent McCoy (BITU) TAX Waukesha 56 4 The Complete Guide to Payroll Taxes & 1099 Issues (CGPT) TAX Waukesha 57 4 Surgent’s Comprehensive Guide to Tax Depreciation, Amortization & Property Transactions from Acquisition To Exchange or Disposition (TDAP) TAX Madison 57 5 OCBOA: Preparing & Reporting on Cash, Modified Cash & Tax Basis Financial Statements (CMCT) AA Waukesha 47 6 NEW! Hot Tax Planning Developments Under the Current Tax Law (CL4HOT) TAX Waukesha 57 6 NEW! Key S Corporation Tax Strategies & Compliance Issues (CL4SCORP) TAX Waukesha 57 6-7 Tax Conference (TCB) Conf Milwaukee 28 7 NEW! Cancellation of Debt for Individuals & Businesses (CL4CDIB) TAX Waukesha 57 7 NEW! Estates & Trusts: Mastering Complex Tax Issues (CL4ITET) TAX Waukesha 58 11 Advanced OMB Circular A-133 Issues (AOMB) Gov/NFP Waukesha 50 12 The Perils of Social Media (WBP11) BP Waukesha 30 12 Wisconsin Department of Revenue Update (ECBP11) BP Eau Claire 32 12 NEW! GAAS From A to Z (GAAS) AA Waukesha 47 13 Construction Contractors: Critical Accounting, Auditing & Tax Issues in Today’s Environment (CONS) AA Waukesha 48 14 NEW! Windows 8 & Microsoft Office Symposium (WIN8) IT Waukesha 63 14 Advanced Wisconsin Tax Issues for Non-Manufacturers (Including Service Providers) (NBP11) TGIF Appleton 37 14 Wisconsin Department of Revenue Update (MBP11) TGIF Madison 33 14 What Does Your Communication Say About You? (MT11) TGIF Wauwatosa 35 17 Advanced Auditing of HUD-Assisted Projects (EO-AHUD) AA Waukesha 48 17 Auditing Not-for-Profit Entities: Superior Skills for an Effective & Efficient Audit (ANFP) Gov/NFP Onalaska 51 18 Latest Developments in Nonprofit Accounting & Auditing 2014 (NPAA) Gov/NFP Rothschild 51 18-19 NEW! Staff Training Level III (ASE3) AA Waukesha 48 19 NEW! Forensic Accounting: Uncovering Schemes & Scams (CL4FAFR) AA Waukesha 48 19 NEW! Fraud & Cash Receipts: Common Frauds & Internal Controls (CL4RCR) AA Waukesha 48 19 Accounting, Auditing & Financial Management Conference (AAFM) Conf Pewaukee 28 20 NEW! Special Purpose Frameworks: Alternatives to GAAP (CL4CTB) AA Waukesha 49 20 NEW! Statement of Cash Flows: Preparation, Presentation & Use (CL4FCFS) AA Waukesha 49 20 Surgent’s Multistate Tax Update (MSTU) TAX Waukesha 58 21 Choosing the Best Entity Structure Under the Tax Law in 2014 (CBES) TAX Appleton 58

[ www.wicpa.org/register ]

OCTDate Title PageLocationType

NOVDate Title PageLocationType

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[ seminars | calendar ][ seminars | calendar ]

JAN2015

Date Title PageLocationType

2014-2015

DECDate Title PageLocationType

1 Surgent’s Federal Tax Camp (SATC) TAX Green Bay 58 1-2 2014 Corporate Income Tax Workshop (CITW) TAX Waukesha 59 2 Yellow Book: Government Auditing Standards (EOYB) Gov/NFP Waukesha 51 3 NEW! Adobe Acrobat for Accountants From A-Z (AAAZ) IT Waukesha 63 4-5 Technology Conference (TECH) Conf Pewaukee 28 5 Individual Income Tax Update (NBP12) TGIF Green Bay 37 8 NEW! ObamaCare & Fringe Benefits: 2014 & Beyond (OBCR) TAX Waukesha 59 9 NEW! Getting More Active With the Passive Activity Rules & the New Net Investment Income Tax (PAIT) TAX Waukesha 59 9 New “Repair Regs” Sec. 263(a) (NRR2) TAX Waukesha 59 10-11 Tax Staff Training Level II: Business (TSTB) TAX Waukesha 59 12 Hot Tax Practice & Procedure Issues (MBP12) TGIF Madison 33 12 Individual Income Tax Update (LCBP12) BP Onalaska 32 12 Make Your Data Come Alive With Excel 2013 (MT12) TGIF Wauwatosa 35 12 Wisconsin Department of Revenue Update (WSBP12) TGIF Wausau 39 15 Surgent’s Handbook for Mastering Basis, Distributions & Loss Limitation Issues for S Corporations, LLCs & Partnerships (HMBI) TAX Waukesha 60 15 Tax Advisors Update (PTU) TAX Onalaska 60 16 Tax Advisors Update (PTU2) TAX Brookfield 60 16 Hot IRS Tax Examination Issues for Individuals & Businesses (EXIB) TAX Waukesha 60 16 NEW! Finance & Innovation (FI) Mgmt Waukesha 52 17 Excel on Steroids (WBP12) BP Waukesha 30 18 NEW! Transform Your Busy Season With Technology Tools You Already Use! (TYBS) IT Waukesha 64 19 NEW! Excel Bootcamp: Everything You Need to Know to Build Great Spreadsheets (EXBOOT) IT Waukesha 64

8 Preparing Individual Tax Returns for New Staff & Para-Professionals (PITR) TAX Waukesha 60 8 Individual Income Tax Update (MT01A) TGIF Brookfield 36 9 The Complete Guide to Preparing Limited Liability Company, Partnership & S Corporation Federal Income Tax Returns (PLPS) TAX Waukesha 61 9 Hot Tax Practice & Procedure Issues (NBP01) TGIF Appleton 37 9 Individual Income Tax Update (MBP01) TGIF Madison 33 14 TBD BP Waukesha 31 14 Wisconsin Department of Revenue Update (LCBP01) BP Onalaska 32 16 Individual Income Tax Update (MT01B) TGIF Wauwatosa 36

3 Not-for-Profit Accounting & Reporting: From Start to Finish (NPAR) Gov/NFP Waukesha 51 11 NEW! Controller’s Update: Today’s Latest Trends (CL4SKSB) Mgmt Waukesha 53 11 NEW! Critical Skills for Budgeting Success (CL4CSCB) Mgmt Waukesha 53 11 Using Macros to Automate Complex Tasks in Excel (ECBP02) BP Eau Claire 32 12 NEW! Analyzing a Company’s Financial Statement (CL4SABM) Mgmt Waukesha 53 12 NEW! Risk, Cost & Cash Management for Controllers & Financial Managers (CL4TKBP) Mgmt Waukesha 53 13 Cloud Computing With the New Microsoft Office (MBP02) TGIF Madison 34 13 The Affordable Care Act: What Employers Need to Know (NBP02) TGIF Green Bay 37 13 Advanced Sales & Use Tax Workshop (MT02) TGIF Wauwatosa 36 16 NEW! Productivity Tools Symposium: Outlook, Adobe, Word & OneNote (TOOLS) IT Waukesha 64 17 NEW! Windows 8 & Microsoft Office Symposium (WIN82) IT Onalaska 64 18 Equity Analysis for the Practicing CPA (WBP02) BP Waukesha 31 20 Hot Tax Practice & Procedure Issues (WSBP02) TGIF Wausau 39

FEB2015


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MAR2015


13 Wellness in the Workplace (MBP03) TGIF Madison 34 13 Accessing Cash (NBP03) TGIF Appleton 38 13 FMLA 101 (MT03) TGIF Wauwatosa 36 18 Employee Engagement (WBP03) BP Waukesha 31 18 Using Macros to Automate Complex Tasks in Excel (LCBP03) BP Onalaska 32

10 Hot Tax Practice & Procedure Issues (MT04) TGIF Wauwatosa 36 10 TBD TGIF Green Bay 38 15 Customs Compliance: Primer to Understanding & Identifying Your Client’s Import & Export Liability (WBP04) BP Waukesha 31 15 The Affordable Care Act: What Employers Need to Know (ECBP04) BP Eau Claire 32 17 TBD TGIF Madison 34 21 Advanced Excel (ADE2) IT Waukesha 64 22 Excel PivotTables for Accountants (EPT) IT Waukesha 65 24 Unlocking Social Security (WSBP04) TGIF Wausau 39

8 FMLA 101 (MBP05) TGIF Madison 34 8 What Does Your Communication Say About You? (NBP05) TGIF Appleton 38 8 Retirement Plans & Tools for Retirement Savings (MT05) TGIF Wauwatosa 36 13 The 4 Doors of Planning (WBP05) BP Waukesha 31 13 The Affordable Care Act: What Employers Need to Know (LCBP05) BP Onalaska 32

18 Audits of 401(k) Plans (AFKP) AA Waukesha 49

APR2015


MAY2015


JUNE2015



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Don’t forget to save these 2014 conference dates!

Not-for-Profit & Health Care

Tue., Sept. 30

TaxThur., Nov. 6 & Fri., Nov. 7

Accounting,

Auditing &

Financial

Management

Wed., Nov. 19

TechnologyThur., Dec. 4 & Fri., Dec. 5

CPAs in Industry Spring

Tue., March 18

Financial

Institutions

Thur., May 15

School District Audit

Wed., May 28

School District AuditThur., May 29

CPAs in Industry

FallTue., Sept. 23

www.wicpa.org/CPE

www.wicpa.org/sponsorWICPA Sponsorships

The missing piece of your marketing puzzle.

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Name __________________________________________ WICPA ID# ___________________

Employer ______________________________________________________________________

Address ________________________________________________________________________

City|State|Zip ___________________________________________________________________

Telephone ______________________________________________________________________

Email (required for confirmation and electronic materials) _____________________________________

Are you: q a WICPA member q a CPA nonmember q working toward a CPA q not a CPA

Course Acronym/Date _________________________ q *Green Program Member Fee $ ________ Nonmember Fee $ _______



Sessions (if applicable) ____________________________________________________________________________________________

*Green Programs Only:

q will bring a laptop/tablet device q will not bring a laptop/tablet device q prefer a printed manual (additional $20 per green program)

Payment method:

q Check (payable to WICPA) Total amount enclosed: $_____________

Charge to q MasterCard q Visa Total amount to be charged: $_____________

Name on Card __________________________________________________________________

Billing Address __________________________________________________________________

City|State|Zip ___________________________________________________________________

Card #_________________________________________________________________________

Exp. Date _________________________ CVV (3 digits on back of card) ___________________

Signature _______________________________________ Date __________________________

Mail registrations with payment or credit card information to: WICPA | 235 N. Executive Drive | Suite 200 | Brookfield, WI 53005Call with credit card information: 262-785-0445 | 800-772-6939 website: www.wicpa.org/register

q I prefer a vegetarian meal.

q I am an AICPA member.

q I have a special need

or disability. _______________

__________________________

Registration FORM

EventGreen

GreenSession


SAVE $$ ON YOUR CPE!Save up to $50 on your registration when you join the WICPA — the premier professional organization for Wisconsin CPAs and accounting professionals.

When you join the WICPA, you’re joining THE STANDARD ABOVE for industry knowledge and education. There are membership options for every stage of your career. Whether you’re a student, an accounting professional with a baccalaureate degree or a CPA, you’ll receive all the benefits of WICPA membership.

Register and join online with one convenient payment and start saving on your CPE today!

Visit www.wicpa.org/registration.

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Waukesha Breakfast ProgramsThese programs feature various topics and take place one Wednesday a month, September through May, at the WICPA Professional Development Center in Waukesha. Registration and a networking breakfast begin at 7 a.m., followed by the presentation from 7:30 – 8:30 a.m.

CPE credit: 1 hour

Individual program: $25 member/ $35 nonmember

BEST DEAL! Season Pass (WBPSP) $200 member/$250 nonmember

Sept. 17

Retirement Readiness (WBP09)

James K. Schneider, CPA, CFP, Associate V.P., Investment Officer, Schneider Wealth Management Group of Wells Fargo Advisors

Kenneth J. Schneider, MBA, Managing Director – Investments, Schneider Wealth Management Group of Wells Fargo Advisors

This program will explore things to consider up to and through retirement, including investment strategy, cash flow planning, overall financial planning and other important aspects. Envision plan software will be introduced, which gives each individual a snapshot of where they are currently and help track progress toward meeting major life goals and objectives over time. This planning software/service is offered through Schneider Wealth Management Group of Wells Fargo Advisors for free to CPAs

and their clients and may help an individual both professionally and personally.

Oct. 15

Cloud Computing With the New Microsoft Office (WBP10)

Daniel Petersen, Director of Business Intelligence, Applied Tech

Office 365 is a cloud-based productivity service hosted by Microsoft. It brings together the power of Office with business class email, document sharing, instant messaging and video conferencing to give you “anywhere access” to things you need to get tasks done across your devices, from PCs to smartphones and tablets. See a demonstration of the product and learn about the financial benefits of cloud computing, including capital vs. operating expenses, reduced infrastructure costs and automatic upgrades.

Nov. 12

The Perils of Social Media (WBP11)

Geoffrey Trotier, J.D., Shareholder, Von Briesen & Roper, S.C.

Technology, electronic communications, and social media are interwoven with our business environments. Social media speech and whether it truly is free will be discussed. Also being addressed will be the NLRB-approved social media policies and the ability for an employer to discipline based on statements made on social media.

Breakfast Programs, & TGIF for CPAsWant to get out of the office,

earn CPE credits and still not lose

a full day of work? The WICPA

hosts several one- to four-hour

breakfast and TGIF programs

throughout the state for CPAs.

Many of our members find this to

be the perfect way to gain credit

while continuously staying current

on upcoming trends and timely

issues happening within the

profession. Network with fellow

colleagues and choose between

a number of different locations,

times, credit options and topics

that interest you.

Breakfast Programs & TGIF for CPAs

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connected to an organization’s productivity and profitability, this warrants your attention. How do you authentically engage and mobilize employees or yourself? Learn what keeps employees engaged and key strategies and tools to achieve success.

April 15

Customs Compliance: Primer to Understanding & Identifying Your Client’s Import & Export Liability (WBP04)

Jennifer Jin, J.D., State & Local Taxation Team, Whyte Hirschboeck Dudek SC

Every U.S. business involved in international trade is subject to the jurisdiction of U.S. Customs and Border Protection (“Customs”). The purpose of customs is to enforce federal trade law while minimally interfering with international trade. However, customs’ ability to seize and forfeit merchandise and pursue both criminal and civil penalties has serious repercussions. For unprepared companies, the repercussions can directly impact a company’s global productivity and, in some cases, its very ability to do business. Consider that customs is empowered to impose civil penalties that range from two times the lawful duties, taxes and fees of which the United States is or may be deprived for negligence up to the domestic value of the merchandise.

Will your clients be ready if customs examines their in-house trade compliance program?

The opportunity to correct the course has likely passed by the time your client is contacted by customs.

This one-hour presentation will present the most common compliance errors and identify potential strategies to avoid making those errors commonly identified via audit.

May 13

The 4 Doors of Planning (WBP05)

Timothy Crawford, J.D., Attorney, Timothy P. Crawford S.C.

You will be led through “The 4 Doors of Planning” in this program. Prepare to be guided through the proper steps in planning ahead for mental incompetency to avoid the need for a guardianship, probate avoidance, as well as how to properly protect your home and assets from having to be spent to pay for your nursing home care costs with an Asset Protection Trust.

Eau Claire & La Crosse Breakfast ProgramsThese programs are held one Wednesday a month, feature various topics and alternate between The Plaza Hotel in Eau Claire and Stoney Creek Inn in Onalaska. Registration and a networking breakfast begin at 7:30 a.m., followed by the presentation from 8 – 10 a.m.

NOTE: The tax program is on Friday, Dec. 12, in Onalaska from 8 a.m. – Noon and includes a Master Tax Guide.

CPE credit: 2 hours (December program 4 hours)Individual program: $40 member/ $45 nonmember (December program $99 member/$129 nonmember and includes a Master Tax Guide)

Dec. 17

Excel on Steroids (WBP12)

Michael Nottoli, Partner, Accounting Information Solutions, Ltd.

Excel on Steroids is a specialized training program focusing on key Excel functionality for powerful business reporting and decision-making. Topics include data analysis using PivotTables and PivotCharts, understanding and creating a PivotTable, modifying and formatting a PivotTable, Sparklines, calculated fields, grouping and creating a PivotChart.

Jan. 14

TBD

Feb. 18

Equity Analysis for the Practicing CPA (WBP02)

Todd Voit, Ph.D., Portfolio Manager, Voit & Hamilton, LLC

Although it may be incidental in a CPA’s daily practice, CPAs are regularly asked for investment advice related to companies and stocks. This program is intended to give the CPA a basic approach to analyzing stocks. In addition, this presentation may prove to be of great personal benefit.

March 18

Employee Engagement (WBP03)

Nancy Turngren, BSN, MA, BCC, ACC, Professional Coach, Nancy Turngren Coaching, LLC

According to the Gallup 2013 State of the American Workplace Report, 70 percent of American workers are not engaged or actively disengaged. Because employee engagement is

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Sept. 17 (The Plaza Hotel, Eau Claire) Oct. 15 (Stoney Creek Inn, Onalaska)

Estate Planning in the New World of Portability (ECBP09) &

(LCBP10)

Robert Mathers, J.D., CPA/PFS, ABV, Shareholder, Davis & Kuelthau, s.c.

Learn the history of this new estate planning tool, along with practical guidance on putting it into practice and future issues. Learn how to develop business around these concepts.

Nov. 12 (The Plaza Hotel, Eau Claire) Jan. 14 (Stoney Creek Inn, Onalaska)

Wisconsin Department of Revenue Update (ECBP11) & (LCBP01)

Vicki Gibbons, CPA, Deputy Administrator, Wisconsin Department of Revenue

This presentation will include a summary of recent law changes, and highlights of administrative and procedural changes affecting tax practitioners. Issues arising in individual income, corporation franchise, or income and sales and use tax audits and information in preparation for the upcoming filings season will also be addressed.

Dec. 12 (Stoney Creek Inn, Onalaska)

Individual Income Tax Update (LCBP12)

Time: 8 a.m. – Noon

Fee: $99 member/$129 nonmember

CPE credit: 4 hours

June F. Norman, CPA, MS Taxation, Sole Practitioner, JJ Norman & Co., CPAs

Join us for a fast-paced and lively session emphasizing practical preparation for the forthcoming tax season. We’ll cover an array of individual tax topics including new and prior legislation affecting the current tax year, planning tips, changes in forms and filing requirements and insights for the small tax practitioner. You’ll leave feeling a little less overwhelmed by all we need to know; like you are not alone in your confusion; invigorated for the tax season ahead; and all of the above! Program includes Master Tax Guide.

Feb. 11 (The Plaza Hotel, Eau Claire) March 18 (Stoney Creek Inn, Onalaska)

Using Macros to Automate Complex Tasks in Excel (ECBP02)

& (LCBP03)

Cindy Prindle, MEPD, MCAS Master Instructor, Hawkins Ash CPAs, LLP

Save time by automating frequently used operations or long complex tasks in Excel by creating a macro. A macro contains all the commands, mouse movements and user actions necessary to complete a task. Learn how to create a macro and various ways to execute them. We will also explore the four primary ways to protect information stored in an Excel workbook.

April 15 (The Plaza Hotel, Eau Claire) May 13 (Stoney Creek Inn, Onalaska)

The Affordable Care Act: What Employers Need to Know (ECBP04) & (LCBP05)

Pamela Branshaw, CPA, CEBS, Partner, Wipfli LLP


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Every employer with employees will be affected by health care reform to some degree. They need to plan for this, and the place to start is with an education on the myriad of fees, taxes, health insurance plan design issues and reporting requirements that will affect them. The presentation will provide a summary of the law and how it affects cost, benefits and compliance obligations for the employer and employees. What employers should be considering and doing, and some of the options available for dealing with the ACA requirements will also be discussed.

Madison TGIF for CPAsThese monthly programs feature various topics occur at the Crowne Plaza Hotel in Madison. Registration and a networking breakfast begin at 7:30 a.m., followed by the presentation from 8 – 10 a.m.

The January program is 8 a.m. – Noon and includes a Master Tax Guide.

CPE credit: 2 hours (January program 4 hours)

Individual program: $65 member/ $75 nonmember (January program $99 member/$129 nonmember and includes Master Tax Guide)

New! $60 Unemployed/working part-time/retired member fee (January program $89 includes Master Tax Guide)

BEST DEAL! Season Pass (20 credits) (MBPSP)

$554 member/$604 nonmember (includes one free program and Master Tax Guide)

New! $449 Unemployed/working part-time/retired member season pass (includes two free programs and Master Tax Guide)

Sept. 12

Advanced Sales & Use Tax Workshop (MBP09)

Jennifer Jin, J.D., Attorney, Whyte Hirschboeck Dudek SC

John Healy, CPA, Consultant, Whyte Hirschboeck Dudek SC

Joseph Pickart, ESQ., Attorney, Whyte Hirschboeck Dudek SC

This breakfast session will assist participants in identifying common sales and use traps and pitfalls to be avoided, audit and appeal strategies, opportunities and issues relating to manufacturers, and opportunities and issues relating to service providers.

Oct. 10

The Affordable Care Act: What Employers Need to Know (MBP10)

Pamela Branshaw, CPA, CEBS, Partner, Wipfli LLP

Every employer with employees will be affected by health care reform to some degree. They need to plan for this, and the place to start is with an education on the myriad of fees, taxes, health insurance plan design issues and reporting requirements that will affect them. The presentation will provide a summary of the law and how it affects cost, benefits and compliance obligations for the employer and the employees. What employers should be considering and doing, and some of the options available for dealing with the ACA requirements will also be discussed.

Nov. 14

Wisconsin Department of Revenue Update (MBP11)


This presentation will include a summary of recent law changes, and highlights of administrative and procedural changes affecting tax practitioners. Issues arising in individual income, corporation franchise, or income and sales and use tax audits, and information in preparation for the upcoming filings season will also be addressed.

Dec. 12

Hot Tax Practice & Procedure Issues (MBP12)

Michael Goller, J.D., Tax Department Chair, Reinhart Boerner Van Deuren s.c.

This session will look at and provide an update on timely IRS issues that the CPA should know about.

Jan. 9

Individual Income Tax Update (MBP01)




Join us for a fast-paced and lively session emphasizing practical preparation for the forthcoming tax season. We’ll cover an array of individual tax topics including new and prior legislation affecting the current tax year, planning

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tips, changes in forms and filing requirements and insights for the small tax practitioner. You’ll leave feeling a little less overwhelmed by all we need to know; like you are not alone in your confusion; invigorated for the tax season ahead; and all of the above! Program includes Master Tax Guide.

Feb. 13

Cloud Computing With the New Microsoft Office (MBP02)


Office 365 is a cloud-based productivity service hosted by Microsoft. It joins the power of Office with business class email, document sharing, instant messaging and video conferencing to give you anywhere access to things you need to get tasks done across your devices—from PCs to smartphones and tablets. See a demonstration of the product and learn about the financial benefits of cloud computing, including capital vs. operating expenses, reduced infrastructure costs and automatic upgrades.

March 13

Wellness in the Workplace (MBP03)

Nancy Turngren, BSN, MA, BCC, ACC, Professional Coach, Nancy Turngren Coaching, LLC

Employees are the cornerstone of most organizations and often a large percentage of their operating expense. It makes sense to value this investment in ways that promote employees’ performance. Research has shown employees who are thriving in their overall well-being are more than twice as likely to be engaged in their jobs—leading to a positive impact on productivity, retention, and customer satisfaction. This presentation will examine the definition of wellness and its benefits in the modern workplace. Participants will learn strategies to create a well-being culture and have the opportunity to reflect on their personal wellness.

April 17

TBD

May 8

FMLA 101 (MBP05)


The federal Family and Medical Leave Act and the Wisconsin Family and Medical Leave Act are two complex, competing laws which frequently get in each other’s way while trying to accomplish the same goal. This presentation will familiarize business advisors and partners with the obligations and liabilities that employers may encounter with any workforce when it comes to offering mandatory or discretionary leave.

Milwaukee TGIF for CPAs These monthly programs feature various topics and take place one Friday a month at the Crowne Plaza Hotel in Wauwatosa. Registration and a networking breakfast begin at 7:30 a.m., followed by the presentation from 8 – 11 a.m.

The two January tax programs, one located at the Brookfield Suites on Thursday, Jan. 8, and the other at the Crowne Plaza in Wauwatosa on Friday, Jan. 16, are from 8 a.m. – Noon and include a Master Tax Guide.

CPE credit: 3 hours (January programs 4 hours)

Individual program: $70 member/$80 nonmember (January programs $99 member/$129 nonmember and includes Master Tax Guide)

New! $65 Unemployed/working part-time/retired member fee (January program $89 includes Master Tax Guide)

BEST DEAL! Season Pass (28 credits) (MTSP)

$589 member/$639 nonmember (includes one free program and Master Tax Guide)

New! $479 Unemployed/working part-time/retired member season pass (includes two free programs and Master Tax Guide)


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Sept. 12

The Affordable Care Act: What Employers Need to Know (MT09)

Robert Buss, Jr., CPA, CEBS, Senior Manager, Wipfli LLP


Oct. 17

Unlocking Social Security (MT10)

Kelly Greig, Financial Advisor, Merrill Lynch Wealth Management

This program will provide attendees with an understanding of some of the more common concepts associated with Social Security, including when to file, spousal benefits and potential tax strategies. The presentation looks at different opportunities to assist in maximizing future Social Security benefits. The

seminar provides the information necessary to begin planning for Social Security and emphasizes the important role that planning plays in an overall retirement income plan. More than 78 million baby boomers will be entering retirement over the next 20 years. For many of these individuals, Social Security will play an important role in their overall retirement income plan (currently Social Security benefits make up 35 percent of the average retirees’ income). Having a basic understanding of the benefits and learning a few of the strategies associated with Social Security will prove beneficial.

Nov. 14

What Does Your Communication Say About You? (MT11)

Alice O’Connor, Principal, Constituency Services, Inc.

In a high-tech world, people are still looking for high-touch rapport regardless of your expertise. What does your presence communicate about you? If verbal communication accounts for just 7 percent of your message, what do you convey with the 93 percent that is nonverbal? Lack of awareness about nonverbal communication can and does sabotage your success.

During this fun, three-hour, highly interactive program, participants will have a chance to tune up or sharpen skills that impact how their overall

communication lands on others. Participants will be able to assess what their personal mannerisms and behaviors say about who they are so loudly—no one can hear the message. Looking at their message, individuals will also be given practical tips to help improve their voice power in order to project more power and authority.

Dec. 12

Make Your Data Come Alive With Excel 2013

(MT12)


Many of you may have attended the shorter version of this session at one of our WICPA conferences; however, we received feedback that you wanted it more in-depth. Join Dan Petersen of Applied Tech to discover how the data analysis and visualization tools available in Excel 2013 turn your data into actionable information. Separate non-formatted data into columns using Flash Fill, use Recommended Charts to easily visualize data in the appropriate format, quickly filter data by date ranges using the Timeline Slicer, use PivotTables and PowerView to transform a worksheet into an interactive report and explore data geographically using maps in PowerView.

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Jan. 8 (Thursday) (Brookfield Suites Hotel, Brookfield)

Jan. 16 (Friday) (Crowne Plaza Hotel, Wauwatosa)

Individual Income Tax Update (MT01A) & (MT01B)




Join us for a fast-paced and lively session emphasizing practical preparation for the forthcoming tax season. We’ll cover an array of individual tax topics including new and prior legislation affecting the current tax year, planning tips, changes in forms and filing requirements and insights for the small tax practitioner. You’ll leave feeling a little less overwhelmed by all we need to know, like you are not alone in your confusion, invigorated for the tax season ahead, and all of the above! Program includes Master Tax Guide.

Feb. 13

Advanced Sales & Use Tax Workshop (MT02)


John Healy, CPA, Consultant, Whyte Hirschboeck Dudek SC

Joseph Pickart, ESQ., Attorney, Whyte Hirschboeck Dudek SC

This breakfast session will assist participants in identifying common sales and use traps and pitfalls to be avoided, audit and appeal

strategies, opportunities and issues relating to manufacturers, and opportunities and issues relating to service providers.

March 13

FMLA 101 (MT03)


The federal Family and Medical Leave Act and the Wisconsin Family and Medical Leave Act are two complex, competing laws that frequently get in each other’s way while trying to accomplish the same goal. This presentation will familiarize business advisors and partners with the obligations and liabilities that employers may encounter with any workforce when it comes to offering mandatory or discretionary leave.

April 10

Hot Tax Practice & Procedure Issues (MT04)



May 8

Retirement Plans & Tools for Retirement Savings (MT05)

James K. Schneider, CPA, CFP, Associate V.P., Investment Officer, Schneider Wealth Management Group of Wells Fargo Advisors

Kenneth J. Schneider, MBA, Managing Director – Investments, Schneider Wealth Management Group of Wells Fargo Advisors

During this program, the presenters will give an update on what is currently happening in the retirement marketplace, which will help you evaluate and review existing plans, as well as help understand what is happening from a legislative and compliance standpoint. Various retirement plans will be compared, which will help guide you to make educated decisions about the plans’ fit for your client’s needs. Lastly, advanced plan strategies for retirement savings/tax savings will be discussed. Although a 401(k) usually works great for most businesses, there are many cases where those plans don’t allow you to defer/save as much as you would like. Advanced techniques, such as New Comparability, Non-qualified Deferred Comp, and Cash Balance Plans, will be overviewed, which will be valuable when trying to help clients who are business owners.

Northeast TGIF for CPAsThese monthly Friday programs feature various topics and take place once a month September through May, alternating between the Schenck offices in Appleton and Green Bay. Registration and a networking breakfast will be at 7:30 a.m., followed by the presentation from 8 – 11 a.m.

The December program is from 8 a.m. – Noon and is located at the Radisson Hotel in Green Bay. This program includes a Master Tax Guide.

CPE credit: 3 hours (December program 4 hours)


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Individual program: $60 member/$70 nonmember (December program $99 member/$129 nonmember and includes Master Tax Guide)

New! $55 Unemployed/working part-time/retired member fee (December program $89 includes Master Tax Guide)

BEST DEAL! Season Pass (28 credits) (NBPSP)

$519 member/$569 nonmember

New! $419 Unemployed/working part-time/retired member season pass (includes two free programs, Master Tax Guide and breakfast!)

Sept. 12 | Schenck SC, 200 E. Washington St., Appleton

Dealing with Long Term Care: When it is Too Late for Insurance (NBP09)

Romeo Raabe, LUTCF, LTCP, President/Owner, The Long Term Care Guy

There are numerous strategies to make available funds last longer, possibly for life, or to protect some assets for family. We will discuss Medicaid and Medicare, veterans benefits, reverse mortgages, medically underwritten immediate annuities, irrevocable burial trusts and more. We will also touch on the least expensive way to pay for LTC, LTC insurance and how to choose it appropriately.

Oct. 10 | Schenck SC, 2200 Riverside Drive, Green Bay

Advanced Wisconsin Tax Issues for Manufacturers (NBP10)


This program will provide an in-depth review of Wisconsin tax issues relating to manufacturers

doing business in Wisconsin and highlight the many common opportunities and pitfalls. Topics that will be discussed include manufacturing property tax valuation and exemptions, sales and use tax law, other taxes including manufacturer’s franchise/income credit, and audit and appeal strategy for manufacturers.

Nov. 14 | Schenck SC, 200 E. Washington St., Appleton

Advanced Wisconsin Tax Issues for Non-Manufacturers (Including Service Providers) (NBP11)


This program will provide an in-depth review of Wisconsin tax issues relating to non-manufacturers doing business in Wisconsin and highlight the many common opportunities and pitfalls. Topics that will be discussed include property tax valuation and exemptions, sales and use tax law, other taxes and audit and appeal strategy.

Dec. 5 | The Radisson Hotel, Green Bay

Individual Income Tax Update (NBP12)




Join us for a fast-paced and lively session emphasizing practical preparation for the forthcoming tax season. We’ll cover an array of individual tax topics including

new and prior legislation affecting the current tax year, planning tips, changes in forms and filing requirements and insights for the small tax practitioner. You’ll leave feeling a little less overwhelmed by all we need to know, like you are not alone in your confusion, invigorated for the tax season ahead, and all of the above! Program includes Master Tax Guide.

Jan. 9 | Schenck SC, 200 E. Washington St., Appleton

Hot Tax Practice & Procedure Issues (NBP01)



Feb. 13 | Schenck SC, 2200 Riverside Drive, Green Bay

The Affordable Care Act: What Employers Need to Know (NBP02)

Robert Buss Jr., CPA, CEBS, Senior Manager, Wipfli LLP


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March 13 | Schenck SC, 200 E. Washington St., Appleton

Accessing Cash (NBP03)

James Goetz, Vice President of Commercial Banking, Bank Mutual

Rich Flamang, Vice President, Summit Financial Resources

Tom Podewils, President, AILCO Equipment Finance Group

Victor Ronk, Senior Vice President, FirstMerit Bank

Scott Ryan, Regional Manager, AILCO Equipment Finance Group

In this panel-style presentation, four different sources will provide funding advice to businesses. The discussion will cover individual financing sources and how they can be used together.

April 10 | Schenck SC, 2200 Riverside Drive, Green Bay

TBD

May 8 | Schenck SC, 200 E. Washington St., Appleton

What Does Your Communication Say About You? (NBP05)

Alice O’Connor, Principal, Constituency Services, Inc.

In a high-tech world, people are still looking for high-touch rapport regardless of your expertise. What does your presence communicate about you? If verbal communication accounts for just 7 percent of your message, what do you convey with the 93 percent that is nonverbal? Lack of awareness

about nonverbal communication can and does sabotage your success.

During this fun, three-hour, highly interactive program, participants will have a chance to tune up or sharpen skills that impact how their overall communication lands on others. Participants will be able to assess what their personal mannerisms and behaviors say about who they are so loudly—no one can hear the message. Looking at their message, individuals will also be given practical tips to help improve their voice power in order to project more power and authority.

Wausau TGIF for CPAsThese breakfast programs offer four different Friday morning presentations featuring various topics during the months of October, December, February and April. These programs occur at the Northcentral Technical College Center for Business and Industry (CBI) building in Wausau. Registration and a networking breakfast begin at 7:30 a.m., followed by the presentation from 8 – 10 a.m.

CPE credit: 2 hours

Individual program: $40 member/ $45 nonmember

Oct. 17

The Affordable Care Act: What Employers Need to Know (WSBP10)

Thomas Krieg, CPA, Partner, Wipfli LLP

Every employer with employees will be affected by health care

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reform to some degree. They need to plan for this, and the place to start is with an education on the myriad of fees, taxes, health insurance plan design issues and reporting requirements that will affect them. The presentation will provide a summary of the law and how it affects cost, benefits and compliance obligations for the employer and the employees. What employers should be considering and doing, and some of the options available for dealing with the ACA requirements will also be discussed.

Dec. 12

Wisconsin Department of Revenue Update (WSBP12)


This presentation will include a summary of recent law changes, highlights of administrative and procedural changes affecting tax practitioners. Issues arising in individual income, corporation franchise, or income and sales and use tax audits, and information in preparation for the upcoming filings season will also be addressed.

Feb. 20

Hot Tax Practice & Procedure Issues (WSBP02)



you have aNaNNual CPe

requiremeNt?

for more iNfo, visit

wiCPa.org/CPe

April 24

Unlocking Social Security (WSBP04)

Kelly Greig, Financial Advisor, Merrill Lynch Wealth Management

This program will provide attendees with an understanding of some of the more common concepts associated with Social Security, including when to file, spousal benefits and potential tax strategies. The presentation looks at different opportunities to assist in maximizing future Social Security benefits. The seminar provides the information necessary to begin planning for Social Security and emphasizes the important role which planning plays in an overall retirement income plan. More than 78 million baby boomers will be entering retirement over the next 20 years. For many of these individuals, Social Security will play an important role in their overall retirement income plan (currently Social Security benefits make up 35 percent of the average retirees’ income). Having a basic understanding of the benefits and learning a few of the strategies associated with Social Security will prove beneficial.

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Webinars, Self-study & On-Demand

Convenience matters.

Time matters. You matter.

That’s why we offer thousands of

webinars, self-study & On-Demand

options specifically for CPAs and

business professionals who have

limited time or can’t get away from

the office. Online CPE is a great

alternative to the traditional CPE

seminar because just like seminars,

CPE webinars & On-Demand are

scheduled events. But unlike

seminars, webinars & On-Demand

are all from the convenience of

your computer!

To learn more about the great options available to you, visit www.wicpa.org/cpeonline.

Accounting Continuing Professional Education Network (ACPEN)National experts, quality production, easy and reliable Internet delivery!

The Accounting Continuing Professional Education Network (ACPEN) is the largest CPE network, sponsored by many state CPA societies, and is dedicated to bringing, highly relevant, NASBA accredited, world-class CPE to accountants and financial professionals. The goal of the network is to provide continuing education to every CPA in the most convenient and economical ways possible.

ACPEN offers various live video webcasts and live webcast replays ranging in length from 2 to 8 hours of CPE. All webcasts are available for individual as well as group viewing. The extensive ACPEN catalog comprises courses from the following product lines:

ACPEN Signature series:

The ACPEN Signature series represents the top-of-the line in online CPE. All ACPEN Signature courses are 8 hours in length, and include nationally recognized experts and highly experienced practitioners, as well as representatives from regulatory and standard setting bodies, including the IRS, GASB, FASB, GAO and many more. These Signature CPE training courses cover the most relevant accounting, tax and finance topics in an interactive and discussion-rich format.

The ACPEN Industry Institute™ (Aii):

The ACPEN Industry Institute provides a full curriculum of CPE courses specifically designed for accountants working in business and industry, delivered in a live, interactive, video webcast format. This includes but is not limited to technology training, management,

finance, leadership, ethics, and banking.

The ACPEN Tax Institute (Ati):

Ati offers the latest, most up-to-date continuing education for CPAs, finance, and tax professionals. These tax CPE courses specifically focus on updates and changes in tax code and practice. These tax seminars are offered on various dates and times, all providing live CPE credits.

ACPEN Financial Planning Institute (Afpi):

Newest to the line of ACPEN specialized programs, this course category is geared toward providing the most current and relevant information in the area of personal finance. Topics include estate planning, Medicare, and wealth preservation, among others. These course offerings are designed to assist firms and businesses, as well as individuals, in effectively managing their personal finances.

Partner Produced Programs:

We’ve found that programs and conferences produced by one state are often relevant and applicable to financial professionals and CPAs in other states. The ACPEN network offers an opportunity for our state society partners to share their content with practitioners across the country. This is just another example of ACPEN’s unparalleled effort to provide a vast range of topics to meet the continuing professional education needs of every CPA.

To view a complete list of ACPEN’s offerings or to register for a course, please visit wicpa.acpen.com. ACPEN-live CPE delivered to your desktop!

Bisk CPEasy Online Value | Convenience | Experience

Don’t you wish everything was CPEasy?

CPE Online


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Bisk CPEasy Online CPE Center allows accounting professionals to conveniently meet mandatory reporting requirements and gain the knowledge needed to excel in the profession. CPEasy eliminates all of the hassles associated with traditional CPE fulfillment by providing quality CPE programs that are easy to access, simple to use and available whenever and wherever you choose.

With CPEasy, you can register for your choice of courses and monthly reports, study at home or the office, take quizzes and track your CPE online. Available formats include online, audio, software, video, textbook and webinar. Plus, WICPA members receive a 10 percent discount!

CalCPA CalCPA Education Foundation (CalCPA) offers a full array of continuing education programs. With CalCPA webcasts you can enjoy the flexibility of participating in CPE wherever you are. Enjoy high-quality video feeds and the ability to communicate directly with the instructor through a question box. Materials are offered in a PDF format and almost all programs have savable, printable and fully annotatable textbooks.

CalCPA’s courses cover everything from accounting, auditing, tax, management, ethics, litigation, retirement, and trusts and estates. We are changing and adding new programs every year and, with more than 600 webcasts to choose from, there’s a course for every interest area and curriculum need.

Our instructors are experts in their fields and most are also practitioners so they’re not only content experts but they’re also experts in application. These individuals understand the accounting profession and offer dynamic, informative programs.

In addition to live programs, recorded webcasts are offered as either self-study (qualifies for CPE credit once final exam is passed) or reference only (no CPE credit awarded). Search our online self-study products to find the course that meets your needs.

CCH, a Wolters Kluwer BusinessOne solution for all your learning needs.

Whether you’re looking to earn CPE credit or advance your staff’s professional development, CCH Learning Center is the best on-demand learning solution for you. CCH® has enlisted the help of some of the best authors in the industry to bring you a wide variety of comprehensive and up-to-date courses to help further your staff’s professional development and improve their tax, accounting and auditing, and financial and estate planning skills.

CCH has an exclusive offer for WICPA members! With CCH adding new topics and courses regularly, it’s easy to fulfill your CPE needs. More than 160 interactive CPE courses are available online for one low annual fee of only $329 per Learning Center seat, saving you $140 per seat! With the special WICPA CCH discount price, you can also apply it toward your renewal of the annual CCH Learning Center subscription.

Topics available include:

• Accounting and auditing.

• Sales and use tax, state taxation and tax return preparation.

• U.S. international taxation.

• Wealth management.

• Corporate financing.

* Please note: “Seats” cannot be shared; each user needs his or her own CCH Learning Center subscription.

CPA CrossingsSave money. Save time. Stay focused.

CPA Crossings, LLC provides and extensive catalog of live web-based CPE programs produced and delivered by CPA Crossings, LLC or by one of its approved developers. The 2014 catalog consists of more than 65 topics in the areas of technology, practice management, workflow automation, tax, ethics, fraud and accounting/auditing. Flexible scheduling provides a nice alternative to the traditional full-day educational format.

Our webinars are designed to focus on specialized topics presented by knowledgeable professionals. The nature of our webinar model allows us to bring you up to speed on rapidly emerging topics in a timely manner. Group discounts are available for three or more participants, a perfect option for firm training to maximize savings.

CPA LeadershipPromoting Continuous Improvements in CPA Firm Leadership

CPA Leadership Institute is devoted to enhancing leadership and management development in CPA firms. We believe that firms need leadership at all levels, not just at the top; and that everyone can be a leader by taking ownership of his or her job. When that kind of behavior becomes part of your firm culture, success is assured. We are dedicated to seeing leadership become pervasive in your CPA firm.

Our repertoire of tools and reports for helping CPAs develop leadership and management skills and fulfill their potential is described on this website. Our new Knowledge Center, which includes best practices suggestions, Leadership Forum report, and succession advisory section, is accessible at no charge

[ www.wicpa.org/cpeonline ]

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for standard members. Learn about free standard membership with CPA Leadership.

CPA Leadership Institute also offers CPE webinars on leadership, management, personal development, and niche development. In addition, we publish the CPA Leadership Report, a monthly online review of the best management and leadership articles in the accounting press, with links to the complete articles for your convenience. We maintain an archive of CPA Leadership Report articles published since 2005, so you can easily find ideas and information that are relevant to you and your firm.

CPE On-Demand by WICPACPE on YOUR schedule. Anytime. Anywhere.

Whether you’re looking to stay on top of current issues, get the latest updates, keep up with emerging trends or broaden your knowledge with some new tips and tricks, these on-demand programs provide high-quality CPE from the well-respected professionals in the industry.

Didn’t have a chance to attend one of our conferences? No worries! With CPE On-Demand by WICPA, you can now view the most popular sessions of selected conferences at your convenience!

Additional benefits of registering for CPE On-Demand by WICPA include:

• Watch them on your schedule anytime, anywhere with an Internet connection.

• The convenience of following along with speakers as their PowerPoint slides automatically transition side-by-side with the video.

• The ability to download the presentation slides as a PDF for easy referencing now and in the future.

CPEThinkYou’re busy, we understand. Get CPE credits anytime, anywhere, with a browser and Internet connection. And there’s a 100% money back guarantee.

CPEThink provides industry-leading online interactive self-study CPE and professional development courses and exams for CPAs, licensed professionals, general practitioners and individuals interested in staying current in their profession.

Now offering FREE CPE with no obligation and no commitment—just FREE CPE! Check out the CPEThink Facebook page for more information and a monthly discount code.

ICPAS onDemand CPERegister for a CPE onDemand course today - It’s education you need, when you need it!

The Illinois CPA Society (ICPAS) offers a comprehensive list of online self-study courses for today’s accounting and finance professional on the go. With CPE onDemand, you’ll receive relevant online education you need, when you need it. These highly interactive courses are designed to allow you to learn on your schedule, at your own pace and from the comfort of your computer or tablet, anytime day or night.

Choose from a full catalog of one- to two-hour online courses that cover a wide range of “just-in-time” topics, including:

• Accounting & auditing.

• Business valuation.

• Ethics.

• Forensic accounting.

• Fundraising rules & regulations.

• Health care reform.

• International tax.

• Not-for-profit.

• Risk management.

CPE Online

To learn more about the great options available to you, visit www.wicpa.org/cpeonline.


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When you begin a CPE onDemand course, you’ll participate in a learning experience unlike any other, complete with video lectures from top instructors, interactive quizzes and final exams that ensure you’re on track to successfully complete the course.

K2K2 Enterprises is proud to offer a broad curriculum of technology-focused CPE webinars to the members of the Wisconsin Institute of CPAs. Now you can have webinar access to many of the courses that have made K2 Enterprises a leader in providing CPE to professionals throughout North America.

When you take a K2 Enterprises webinar, you will have the opportunity to learn from an award-winning team of instructors with hundreds of years of collective experience in helping professionals identify, address, and solve issues through the practical application of technology. K2 Enterprises offers webinars on a variety of topics, including Excel, QuickBooks, PDFs, accounting solutions, and Microsoft Office.

As a NASBA-approved sponsor of webinar learning, you are assured of a high-quality event that is both convenient and affordable. We look forward to helping you meet your learning objectives. Improve your efficiency and productivity by participating in a webinar produced by K2 Enterprises!

NEW! Reinhart Boerner Van Deuren s.c. Couldn’t attend Reinhart’s latest tax webinars? No worries! Now you can access their latest webinar series, “Hot Tax Planning Issues,” with on-Demand CPE and watch them at your convenience!

This four-part series discusses critical issues, including passive vs. active incomes, Revenue Ruling 99-5 and

99-6, equity-based compensation alternatives and tax savings for exporters with IC-DISCs. Purchase all four to complete the series or any of the individual presentations now!

SmartPros Ltd.SmartPros Ltd. is a leader in online and offline continuing education for professionals.

SmartPros offers a variety of subscriptions with a compelling collection of courses and subscriptions in accounting and auditing, taxation, management, personal development and more, with savings up to $120 on a subscription for WICPA members.

• This Week in Accounting/Taxation: These two series present different one-hour topics every week, keeping you current on accounting and taxation topics. Use the promo code “WICPA” to receive $50 off of these webinar subscriptions!

• SP Advantage: This skills-based subscription features hundreds of multimedia and text-based courses for accounting and finance practitioners. New courses are added regularly, and subscribers have access to a broad library of courses.

• FMN Online: As the leading financial update CPE subscription program in the industry, FMN is utilized by more than half of Fortune 500 companies and other leading organizations. FMN produces four new courses per month, and subscribers have access to a complete archive of courses.

• CPA Report Online: An annual online CPE subscription program designed for accountants in public practice, CPA Report Online (CPAR) delivers today’s hottest topics and experts directly to your desktop. Each month, six new programs are added, covering current topics in public accounting. Online courses feature streaming video, easy-to-

follow course outlines, online transcripts and quizzes.

• Government/Not-for-Profit CPA Report: Designed specifically for practitioners in the fields of governmental and not-for-profit accounting. Each quarter, four new courses are added and subscribers have access to a full archive of courses.

Surgent McCoyWhatever your educational needs, Surgent McCoy has the quality and expertise to fulfill them.

Surgent McCoy is one of the nation’s leading providers of CPE for CPAs. Surgent provides hundreds of webinars each year and offers a large selection of self-study products in textbook, CD-ROM, DVD and downloadable formats.

With Surgent McCoy live webinars, you meet your CPE needs from the comfort of your office or home. Each webinar features leading experts from Surgent McCoy speaking on the hottest topics in accounting, auditing, government/nonprofit, technology, and tax, and answering your critical questions. Courses are not only geared toward CPAs in public accounting; many courses are structured for financial professionals in the corporate world as well. You can also expand your professional career by enrolling in one of Surgent McCoy’s certified specialist in estate planning (CSEP) or certified specialist in retirement planning (CSRP) programs.

Choose our unlimited webinar package ($750) for access to hundreds of two- to eight-hour courses throughout the year, or select from smaller packages (16-credit: $370, 8-credit: $250) or single webinars ($79-$195). Each program qualifies through NASBA for live (group Internet-based) CPE credit. No exams needed!

[ www.wicpa.org/cpeonline ]

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[ seminars | program descriptions ]

Audits of 401(k) Plans (AFKP)

June 12 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Brookfield

Joann Cross, CPA, Ph.D., CMA, CGFM, CGMA, Professor, University of Wisconsin-Oshkosh

401(k) plans are a popular option for employee benefit plans, so you must have the proper skills to audit these plans effectively. Every aspect of how to audit a 401(k) plan and prepare financial statements that satisfy ERISA and SEC requirements is covered in this course. 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.

Fee: $389 member/$439 nonmember$30 AICPA member discount$20 additional for hard copy materialsLevel of knowledge: BeginningCPE credit: 8 hoursDeveloped by: AICPA

NEW! Digging Deeper With Data Analysis (DDDA)

Sept. 9 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Baker Tilly Virchow Krause, LLP, Madison

Bruce Shepard, CPA, Consultant, AICPA

This new and exciting course will demonstrate alignment of data analysis to the audit plan, tests per financial statement or risk area, and how to discover fraud faster. The presentation will be broken up into key areas in the search to “dig deep” to increase assurance, coverage, increasing value, and testing for fraud across the organization.

The opportunity and complexity

of processes, materiality, operations, and fraud, as well as sheer volume of data is increasing exponentially. Adding to this complexity is the pressure from markets for greater assurance of the financials coupled with the economic environment which demands doing more with less. As a result, data analytics is becoming increasingly important for assurance, trend identification, and fraud discovery. This interactive session will demonstrate how data analytics integrated into an audit may aid in discovering control deficiencies, red flags, and fraud faster.

Fee: $399 member/$449 nonmember$30 AICPA member discount$20 additional for hard copy materials$40 early bird discount if registered and paid by Aug. 9Level of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: AICPA

Compilations & Reviews: Engagement Performance & Annual Update (CRAU)

Sept. 9 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha


Specifically designed for compilation and review practitioners and their staff, this course will provide you with a comprehensive review and hands-on application for performing compilation and review engagements. You’ll learn the ins and outs of SSARS No. 19, Compilation and Review Engagements, the most significant change to the compilation and

review standards since their inception more than 30 years ago, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation and review engagements. This course is intended to be your go-to reference for training your staff and managing your compilation and review practice services.

Fee: $389 member/$439 nonmember$20 additional for hard copy materials$40 early bird discount if registered and paid by Aug. 9Level of knowledge: UpdateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

Annual Update for Accountants & Auditors (AUAA & AUAA2)


Oct. 28 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Rothschild


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, auditing, review, and compilation 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!

Accounting & Auditing

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Fee: $389 member/$439 nonmember $30 AICPA member discount$20 additional for hard copy materials$40 early bird discount if registered and paid 30 days prior to programLevel of knowledge: UpdateCPE credit: 8 hoursDeveloped by: AICPA

Auditing Defined Contribution Plans (AEMP)


Carla Grant, CPA, Shareholder, Hungerford Nichols

Take the next step in your development and learn how to go beyond the basics in preparing workpapers and financial statements for employee benefit plans. You will acquire more advanced skills required to audit employer benefit plans in accordance with AICPA and EBSA standards. Through group discussions and contemporary case studies, you’ll gain a thorough understanding of the procedures needed to effectively plan and carry out your audits.

Fee: $389 member/$439 nonmember $30 AICPA member discount $20 additional for hard copy materials $40 early bird discount if registered and paid by Aug. 23 Level of knowledge: Advanced CPE credit: 8 hours Developed by: AICPA

OMB A-133 From A to Z (A133)


John F. Georger, CPA, CIA, Partner, The Pun Group, LLP

Make sure your Single Auditing skills stand out in this challenging and changing audit area. In this course, you will learn the complex OMB A-133 requirements that auditors will use in their 2014 engagements while also examining changes to those requirements that auditors will face in the future. The course materials use a highly illustrative format to increase concept comprehension and retention.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Aug. 30 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

Revenue Recognition (RRNS)

Oct. 1 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Baker Tilly Virchow Krause, LLP, Madison


Changes to revenue recognition are coming. Make sure you’re ready for the new standard! 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 the tools to work with the current guidance and new principles of revenue recognition and, through practical examples, will assist you in avoiding revenue recognition traps. Stay up-to-date with the latest FASB guidance!

Fee: $399 member/$449 nonmember$30 AICPA member discount$20 additional for hard copy materials$40 early bird discount if registered and paid by Sept. 1

[ seminars | www.wicpa.org/register ]

NEW! The WICPA has gone completely green for all seminars and conferences! Materials will be emailed to registrants in PDF format. GoneGreen!

Level of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: AICPA

The New Reporting Option: A Financial Reporting Framework for Small & Medium-Sized Entities (SME)

Oct. 2 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Oct. 14 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Rothschild


The AICPA has developed and released its new Financial Reporting Framework for Small- and Medium- Sized Entities (FRF for SMEs). The FRF for SMEs is a non-GAAP financial reporting solution that will be an option for millions of America’s private companies. For many small- and medium-sized businesses, preparing financial statements using the special purpose framework, FRF for SMEs, may provide an alternative to the complexity of U.S. GAAP.

Get a comprehensive review of FRF for SMEs including examples, illustrations, and hands-on application exercises to help you understand and apply the new framework. A disclosure outline (checklist) for use in preparing and reporting on FRF for SMEs financial statements is also included.

Fee: $389 member/$439 nonmember$20 additional for hard copy materials$40 early bird discount if registered and paid 30 days prior to programLevel of knowledge: BeginningCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

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NEW! Advanced Compilation & Review Engagement Issues: Striking the Right Balance Between Compliance, Client Service & Practice Management (ADCR)



Practitioners who provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with compilation, review, and accounting service engagements.

Fee: $389 member/$439 nonmember$20 additional for hard copy materials$40 early bird discount if registered and paid by Sept. 3Level of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

NEW! Staff Training Level I (ASE)

Oct. 6 - 7 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Anne Marchetti, President, Account-Ability Consulting

Designed for beginning staff, Level I covers key areas to ensure auditors are well prepared to

begin their careers. Focus on the areas of professional skepticism; internal controls; audit risk, materiality and financial statement assertions; auditing standards regarding fraud; auditing cash, fixed assets, accounts payable, debt and liabilities; and audit documentation. The Audit Staff Essentials courses establish a strong set of core skills necessary for junior staff growth.

Fee: $549 member/$599 nonmember $30 AICPA member discount $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 6 Level of knowledge: Beginning CPE credit: 16 hours Developed by: AICPA

NEW! Staff Training Level II (ASE2)


Anne Marchetti, President, Account-Ability Consulting

Designed for staff wanting to take on a greater level of responsibility on engagements, Level 2 discusses the planning of more complex, riskier audit areas and the supervision of engagements. Take an in-depth look at understanding the entity and assessing risk and internal control design; use of confirmations and sampling methods to gather audit evidence; auditing accounts receivable; auditing inventory, including what to do before and after the inventory observation; workpaper review; and styles of supervision. The Audit Staff Essentials courses establish a strong set of skills necessary to grow the abilities and confidence of junior and senior level staff, allowing them to work through additional areas more independently.

Fee: $549 member/$599 nonmember$30 AICPA member discount$20 additional for hard copy materials$40 early bird discount if registered and paid by Sept. 27Level of knowledge: IntermediateCPE credit: 16 hoursDeveloped by: AICPA

NEW! FASB Review: Common GAAP Issues Impacting All CPAs (FRU)

Oct. 29 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m.

WICPA Professional Development Center, Waukesha

Michael Hamilton, CPA, ABV, CFF, CTP, Senior Vice President, Powerlink Transmission Company

Are you looking for a review and update of common GAAP issues important to all CPAs? This broad-ranging course covers FASB accounting and reporting developments and other authoritative guidance that applies to all companies. Emphasizing financial statement disclosures in addition to accounting methods, this course presents implementation guidelines and disclosure illustrations from actual financial statements. Review reporting standards for the balance sheet, income statement, and statement of cash flows to gain understanding of the FASB standards that have the greatest impact on accounting and financial reporting.

Fee: $389 member/$439 nonmember $30 AICPA member discount $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 29 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: AICPA


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Exploring the Updated Internal Control Framework: Critical Concepts in Design, Evaluation, Implementation & Monitoring (UICF)

Oct. 30 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Crowne Plaza, Madison

James K. Myers, CPA, Instructor, Surgent McCoy CPE, LLC

Technological advances, increased regulatory scrutiny, globalization, and other challenges have caused entities and auditors to struggle with proper consideration of the cost-benefit of internal controls, recognizing that a well-designed system does not have to prevent or detect all internal control deficiencies just ones that matter most to the entity’s objectives. This course provides practical guidance on what a sound system of internal controls looks like and its impact on the financial statement audit, particularly for smaller entities.

Fee: $399 member/$449 nonmember$20 additional for hard copy materials$40 early bird discount if registered and paid by Sept. 30Level of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

NEW! Accounting & Auditing Update for Tax Practitioners (AAUP)


James K. Myers, CPA, Instructor, Surgent McCoy CPE, LLC

Designed for all tax practitioners, this course will replenish your accounting and reporting tank with an update of recent standard setting activities at the PCC, FASB, ASB and ARSC. This course will also bring you up-to-date on the FASB’s new Private Company Decision-Making

Framework and the AICPA’s new special purpose framework, Financial Reporting Framework for Small-and Medium-Sized Entities (FRF for SMEs).

Since for many tax practitioners, compilation and review engagements also make up a substantial part of their overall professional practice, this course reviews the authoritative standards and guidance for performing and reporting on compilation and review engagements found in SSARS No. 19, Compilation and Review Engagements. The course utilizes hands-on examples and illustrations to increase your overall understanding and application of the material.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 30 Level of knowledge: Beginning CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

OCBOA: Preparing & Reporting on Cash, Modified Cash & Tax Basis Financial Statements (CMCT)

Nov. 5 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

James E. Guzewich, MS, CPA, Consultant, Loomis & Co.

For many businesses, preparing financial statements using a special purpose framework (the new terminology for OCBOA) may provide an alternative to the complexity of U.S. GAAP. This course will provide you with a comprehensive review and hands-on application for preparing and reporting on special purpose framework (SPF) financial statements. You will learn the unique measurement


and disclosure requirements of various SPF options using example financial statements and illustrative disclosures. The course will also guide you through SPF engagements from acceptance and planning to reporting, highlighting common practice issues. You will also be introduced to the AICPA’s new SPF for Small and Medium-Sized Entities FRF for SMEs.

Fee: $389 member/$439 nonmember$20 additional for hard copy materials$40 early bird discount if registered and paid by Oct. 5Level of knowledge: BeginningCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

NEW! GAAS From A to Z (GAAS)


William I. Eskin, CPA, President, William I. Eskin, CPA

While generally accepted auditing standards (GAAS) were clarified, they were not condensed. In fact, in arriving at and providing an opinion on the financial statements, auditors follow approximately 1,000 pages of standards! It takes a great deal of effort and energy to keep up with the current requirements. Designed for everyone in the firm, this course will replenish your tank with an understanding of GAAS needed to fuel high-performance audits under today’s standards. The course materials utilize a highly illustrative format to increase concept comprehension and retention.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Oct. 12 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

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[ seminars | program descriptions]

Construction Contractors: Critical Accounting, Auditing & Tax Issues in Today’s Environment (CONS)


William I. Eskin, CPA, President, William I. Eskin, CPA

Accounting and financial reporting for construction contractors may be the most difficult area to be in compliance with the various standards. Also, construction engagements are, in many instances, more dangerous than most lines of businesses due to the many users of the financial statements. In this course, we will discuss why construction accounting and financial reporting are so complex, and discuss the relationship between the contractor and the surety, both from an underwriting and claims perspective. We will also explore what the surety looks for in order to maximize potential bond credit, and we will discuss key areas of tax compliance concentrating on those areas which make construction unique.

Fee: $389 member/$439 nonmember$20 additional for hard copy materials$40 early bird discount if registered and paid by Oct. 13Level of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

Advanced Auditing of HUD-Assisted Projects (EO-AHUD)


Peter B. Bell, CPA, CGFM, Owner, Peter B. Bell, CPA

Gain important insights into compliance pitfalls for HUD-assisted housing owners and managers. Learn to recognize and apply the latest changes in the federally-assisted housing industry and efficiently plan, perform, and report a HUD-assisted engagement. Uncover the effects of OMB Circular A-133 on HUD-assisted not-for-profit entities.

Fee: $389 member/$439 nonmember$30 AICPA member discount$20 additional for hard copy materials$40 early bird discount if registered and paid by Oct. 17Level of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: AICPA

NEW! Staff Training Level III (ASE3)

Nov. 18 - 19 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Thomas Newell, CPA, Shareholder, Newell and Newell, P.C.

This level of training identifies the more difficult areas for experienced auditors. We will focus on understanding business strategies; analyzing your client’s competitive position; audit analysis and business advice; auditing estimates and subjective accounting information; contingent liabilities; revenue recognition; and fair value measurement. This level will give staff the confidence necessary to begin assuming client and engagement management responsibilities.


Fee: $549 member/$599 nonmember$30 AICPA member discount$20 additional for hard copy materials$40 early bird discount if registered and paid by Oct. 18Level of knowledge: IntermediateCPE credit: 16 hoursDeveloped by: AICPA

NEW! Forensic Accounting: Uncovering Schemes & Scams (CL4FAFR)

Nov. 19 | Registration 8 a.m. Program 8:30 a.m. – Noon WICPA Professional Development Center, Waukesha

Wayne Wells, CPA, CFE, Principal, Blankenship CPA Group

Are you prepared for the increasing demand for forensic accountants and forensic accounting procedures to detect and prevent fraudulent financial reporting? As the focus on fraud discovery and deterrence rises, accountants must hone their skills to recognize fraudulent or deceptive practices and build their knowledge to redesign internal controls to prevent misappropriation of assets. Maintaining these valuable abilities is easier said than done. This course enables you to learn investigative techniques to uncover fraudulent scams and schemes and to sharpen your forensic skills. Don’t wait to learn and practice these critical forensic competences!

Fee: $249 member/$299 nonmember$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 4 hoursDeveloped by: AICPA

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NEW! Fraud & Cash Receipts: Common Frauds & Internal Controls (CL4RCR)

Nov. 19 | Registration Noon Program 12:30 – 4 p.m. WICPA Professional Development Center, Waukesha


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.

Fee: $249 member/$299 nonmember$20 additional for hard copy materialsLevel of knowledge: BeginningCPE credit: 4 hoursDeveloped by: AICPA

NEW! Special Purpose Frameworks: Alternatives to GAAP (CL4CTB)



Alternatives to GAAP can be more useful, relevant, consistent,

and cost-effective for countless non-SEC registered businesses. This course provides the practical information you need to prepare financial statements presented in accordance with a special purpose framework (SPF) (previously known as other comprehensive basis of accounting (OCBOA)). SPFs discussed include the cash basis, modified cash basis, income tax basis, and AICPA’s Financial Reporting Framework for Small- and Medium-Sized Entities.


NEW! Statement of Cash Flows: Preparation, Presentation & Use (CL4FCFS)



Top off your knowledge of the statement of cash flows. Review statement of cash flows preparation and presentation options and improve cash flow analysis. Explore the requirements of the statement of cash flows guidance and related standards, and learn how to make appropriate classifications of transactions and events.



Audits of 401(k) Plans (AFKP)

June 18, 2015 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha


401(k) plans are a popular option for employee benefit plans, so you must have the proper skills to audit these plans effectively. Every aspect of how to audit a 401(k) plan and prepare financial statements that satisfy ERISA and SEC requirements is covered in this course. 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.

Fee: $389 member/$439 nonmember$30 AICPA member discount$20 additional for hard copy materials$40 early bird discount if registered and paid by May 18Level of knowledge: BeginningCPE credit: 8 hoursDeveloped by: AICPA

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Government/Not-for-Profit

A Complete Guide to the Yellow Book (YBYB)

Sept. 29 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

John F. Georger, CPA, CIA, Partner, The Pun Group, LLP

The Yellow Book is a comprehensive document containing general standards, performance standards, and reporting standards for audit and attestation engagements. The Yellow Book features a conceptual framework approach to independence, financial auditing standards, attestation standards, and more. This course will increase your confidence and proficiency in performing Yellow Book engagements through a thorough understanding of the standards. The course materials use a highly illustrative format to increase concept comprehension and retention.

Fee: $389 member/$439 nonmember$20 additional for hard copy materials$40 early bird discount if registered and paid by Aug. 29Level of knowledge: BeginningCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

Studies on Single Audit & Yellow Book Deficiencies (SAYB)

Oct. 14 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Baker Tilly Virchow Krause LLP, Madison

John D’Amico, CPA, Director, Loeb & Troper LLP

The AICPA Professional Ethics Division, Most Frequent Violations of Professional Standards Government and Not-for-Profit Investigation, reveals significant issues in single audit issues, auditor’s reporting, audit procedures, and financial statement deficiencies.

In this course, learn how to avoid common Single Audit and Yellow Book audit deficiencies using simulated case studies and practice exercises with lessons for today’s issues. Avoid common mistakes and recognize the deficiencies before it’s too late.

Fee: $399 member/$449 nonmember $30 AICPA member discount $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 14 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: AICPA

Advanced OMB Circular A-133 Issues (AOMB)


Bob Rawles, CPA, Senior Manager, Moss Adams LLP

Be prepared for difficult OMB Circular A-133 audit areas before they happen rather than reviewing them after the fact. Learn how to carry the weighty responsibilities of planning, directing, and reporting on a single audit engagement, with an emphasis on the advanced topics that require particular attention.

This course gives you insights into key issues that are not covered by other courses. In a newly developed format for this year, this course provides various critical and pertinent topical areas including the status of proposed changes, AU-C 935 Compliance Audits, advanced issues in the determination of major programs, Schedule of Expenditures of Federal Awards, obtaining an understanding of and characteristics of internal control,

See specific event registration for details, or call and ask for the

WICPA CPE Department at

800-772-6939.

Our early birds get more than just a worm.

$40 when you register by the

early bird deadlinefor WICPA conferences and seminars.

What’s more, every registrant from your company receives the

discounted early bird rate.

Save up to

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the Compliance Supplement and PCIE Report on National Single Audit Sampling Project.

Fee: $389 member/$439 nonmember$30 AICPA member discount$20 additional for hard copy materials$40 early bird discount if registered and paid by Oct. 11Level of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: AICPA

Auditing Not-for-Profit Entities: Superior Skills for an Effective & Efficient Audit (ANFP)

Nov. 17 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Onalaska

William C. Wagner, CPA, Sole Practitioner, William C. Wagner, CPA

It’s been said that you cannot fit a square peg into a round hole. The same principle holds true for audits of not-for-profit entities. You cannot apply a standard commercial audit approach to the audit of a not-for-profit entity and expect a good fit. Skilled auditors will instead adjust and hone the audit approach to fit the not-for-profit entity. This course is designed to help you obtain the superior skills needed to audit not-for-profit entities. The course materials use a highly illustrative format to increase concept comprehension and retention.

Fee: $399 member/$449 nonmember$20 additional for hard copy materials$40 early bird discount if registered and paid by Oct. 17Level of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

Latest Developments in Nonprofit Accounting & Auditing 2014 (NPAA)

Nov. 18 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Rothschild

William C. Wagner, CPA, Sole Practitioner, William C. Wagner, CPA

With four active standard setters (GAO, OMB, AICPA, and FASB), there are always important developments occurring in nonprofit accounting and auditing. Time is valuable, and it’s hard to stay current in today’s rapidly changing environment. Save time and effort in staying current through this informative update. This course will enable you to excel in the constantly changing nonprofit environment. The course materials use a highly-illustrative format to increase concept comprehension and retention.

Fee: $399 member/$449 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Oct. 18 Level of knowledge: Update CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

Yellow Book: Government Auditing Standards (EOYB)

Dec. 2 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Sheldon Langsam, Ph.D., CPA, Professor, Western Michigan University

Do you perform engagements in accordance with the Yellow Book? This course provides an excellent baseline of information to accountants in understanding governmental auditing foundations, ethics, general

audit standards, financial audit standards, attestation engagement standards, field work standards, and reporting standards for performance audits. It’s essential that all auditors planning and conducting audits in accordance with with Government Auditing Standards understand, and discern these concepts and standards in executing their responsibilities.

Fee: $389 member/$439 nonmember $30 AICPA member discount $20 additional for hard copy materials $40 early bird discount if registered and paid by Nov. 2 Level of knowledge: Beginning CPE credit: 8 hours Developed by: AICPA

Not-for-Profit Accounting & Reporting: From Start to Finish (NPAR)

Feb. 3 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Elizabeth Woodson, CPA, CEO, Accounting Business Systems, Inc.

Rather than training to run part of the race, train to run the entire race from start to finish. This course trains you to clear key hurdles in not-for-profit accounting and reporting in an efficient and effective manner. Avoid the potholes of confusion and finish first by providing a financial picture that end users can truly understand.

Fee: $389 member/$439 nonmember $30 AICPA member discount $20 additional for hard copy materials $40 early bird discount if registered and paid by Jan. 3 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: AICPA




Management & Emerging Professionals

Annual Update for Controllers (SKSB)


James Lindell, CPA, MBA, President, Thorsten Consulting Group, Inc.

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. Explore leading-edge topics in managerial accounting and finance in a session that’s packed with useful tips and practical guidance that you can apply immediately.

Fee: $389 member/$439 nonmember$30 AICPA member discount$20 additional for hard copy materials$40 early bird discount if registered and paid by Aug. 9Level of knowledge: UpdateCPE credit: 8 hoursDeveloped by: AICPA

Advanced Controller & CFO Skills (ACCS)

Oct. 16 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

James Lindell, CPA, MBA, President, Thorsten Consulting Group, Inc.

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. Learn 10 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!

Fee: $389 member/$439 nonmember$30 AICPA member discount$20 additional for hard copy materials

$40 early bird discount if registered and paid by Sept. 16Level of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: AICPA

Critical Thinking Skills (CTS)

Oct. 27 | Registration 8 a.m. Program 8:30 a.m. – Noon WICPA Professional Development Center, Waukesha

Dan Chenoweth, MBA, CPA, President, Chenoweth & Associates

“What were they thinking?” Why do business leaders sometimes make decisions that severely damage themselves and their organizations? It’s tempting to assume a poor choice of action must have been due to a leader’s incompetence, inexperience, bad character, or low intelligence—but reality is much more complex.

Choose this seminar to understand why common and easily attributed factors generally aren’t the true cause when leaders and organizations blunder. In the aftermath of bad business decisions, many turn to finance and accounting professionals for evaluation, answers, remedies, and solutions. This seminar provides conceptual and case study material to better equip you for the challenge.

Fee: $249 member/$299 nonmember$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 4 hoursDeveloped by: Executive Education

Financial Analysis in a Metrics Driven World (FAMD)

Oct. 27 | Registration NoonProgram 12:30 – 4 p.m. WICPA Professional Development Center, Waukesha


Financial ratios are an old-fashioned financial analysis tool. Learn to better analyze your company’s performance by combining both financial and non-financial data.

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This session gives you the opportunity to collaborate with other professionals in a hands-on, interactive setting. This is not your father’s financial analysis!

Fee: $249 member/$299 nonmember$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 4 hoursDeveloped by: Executive Education

NEW! Annual Financial Management Spotlight (AFMS)

Oct. 28 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha


This course places a spotlight on ethical leadership, including: why ethics and trust require one another, why trustworthy leadership matters so much to sustainability and the bottom line, and current real-life cases illustrating today’s trust crisis in business leadership. Learn about risk management which includes what the profession’s risk management standards say, finance’s risk management responsibilities, and what risk is insufficient or excessive. Other topics include private company accounting and crowd funding.

Fee: $389 member/$439 nonmember$20 additional for hard copy materials$40 early bird discount if registered and paid by Sept. 28Level of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Executive Education

NEW! Finance & Innovation (FI)

Dec. 16 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Virgie M. Ammerman, MBA, CPA, CITP, President, 180 Medical Billing Services

Innovation drives economic growth. The key to reigniting the American

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Management & Emerging Professionals

economy is reigniting innovation. Innovation can be fostered, nurtured, encouraged and sustained by our companies and organizations.

Management can create organizations that thrive on innovation or kill new ideas. Financial managers can help develop and maintain management practices that nurture innovation or finance can just maintain the status quo.

Innovation can thrive in “skunk-works,” but it is also fostered through systems that measure report and manage innovation. Financial managers need to measure innovation metrics and report on innovation efforts.

Innovation is not solely the purview of marketing, sales, service or production. Truly innovative finance professionals use technology and other simple techniques to provide new and more meaningful and actionable information to all employees.

Fee: $389 member/$439 nonmember$20 additional for hard copy materials$40 early bird discount if registered and paid by Nov. 16Level of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Executive Education

NEW! Controller’s Update: Today’s Latest Trends (CL4SKSB)

Feb. 11 | Registration 8 a.m.Program 8:30 a.m. – Noon WICPA Professional Development Center, Waukesha

Ron Rael, CEO & Founder, The High Road™ Institute

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. Learn leading-edge topics in managerial accounting and finance in a session packed with useful tips and practical guidance that you can apply immediately.

Fee: $249 member/$299 nonmember $20 additional for hard copy materials

Level of knowledge: Update CPE credit: 4 hours Developed by: AICPA

NEW! Critical Skills for Budgeting Success (CL4CSCB)

Feb. 11 | Registration NoonProgram 12:30 – 4 p.m. WICPA Professional Development Center, Waukesha


Budgeting is both an art and a science. Learn how to apply leading-edge tools and methods to make your planning process more strategic and your budget process more flexible. Your budget should not lead to “turf wars” over precious and scarce resources. Experience how to build a set of decision-making processes early on and how to use them to make smart resource allocation choices that benefit your entire organization. Explore ways to have your planning and budgeting process work to increase the potential for higher earnings.


NEW! Analyzing a Company’s Financial Statement (CL4FSABM)

Feb. 12 | Registration 8 a.m.Program 8:30 a.m. – Noon WICPA Professional Development Center, Waukesha


More and more, clients are turning to you for advice on financial performance. Are you ready? This course presents the financial statements as a set of dynamic instruments that can be used for accurate, relevant and timely financial decisions. Focus on the economic and financial conditions that caused the statements to change and discover how businesses can manage liquidity, debt and profitability. Plus, explore effect ratios,

causal ratios, pro forma analysis, sustainable growth and much more.


NEW! Risk, Cost & Cash Management for Controllers & Financial Managers (CL4TKBP)

Feb. 12 | Registration NoonProgram 12:30 – 4 p.m. WICPA Professional Development Center, Waukesha


When an organization fails, it’s usually due to several factors. These often result from a number of undetected, poor practices that infect and grow throughout the entire organization. They can include a lack of understanding of costs, poor asset allocation, systems that support the status quo, failure to identify risk and tunnel vision by management. Often, management repeat poor practices across the enterprise. For example, do you think a so-called “budgeting crisis” is normally due to the budget, or actually hidden, existing problems that were uncovered due to the budgeting process? This course demonstrates the use of practices and techniques specifically designed to assist CPAs and other financial professionals in adding value to their company through improved decision-making, cost management, understanding business cycles, managing continuous improvements, cash management and risk management. Examples of actions by both successful and failed organizations are used throughout the session.



Taxation

The Best Income Tax, Estate Tax & Financial Planning Ideas of 2014 (IEFP)


Douglas J. Stanley, CPA, Counsel, Bryan Cave LLP

With higher tax rates for individuals and trusts, tax planning takes on more importance. Plus, with Social Security going bust and interest rates at an all-time low, new ideas for financial planning for retirement must be considered. This course explores practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save client’s money!

Fee: $389 member/$439 nonmember $20 additional for hard copy materials Level of knowledge: Intermediate CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

How to Settle an Estate for a Client From A to Z (SEAZ)


Douglas J. Stanley, CPA, Counsel, Bryan Cave LLP

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.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials Level of knowledge: Intermediate CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

NEW! Buying & Selling a Business: Critical Tax & Structuring Issues (SELL)


Jeffrey C. Snyder, CPA, President, Snyder Management Corp.

One of the major transactions CPA clients enter into is a purchase or disposition of a business. To help tax professionals in advising those clients, this course offers a comprehensive analysis of the business and tax aspects of buying and selling a business. It’s a practical guide to help practitioners and industry CPAs understand structuring techniques. All CPAs, including controllers and executives in industry, should understand how difficult the process of buying and selling a business has become.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Aug. 17 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

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800-772-6939.


$40 when you register by the

early bird deadlinefor WICPA conferences and seminars.

What’s more, every registrant from your company receives the

discounted early bird rate.

Save up to

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Taxation

Make Money for You & Your Clients: Surgent’s Top Business Tax Planning Strategies (BTPS)

Sept. 18 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Crowne Plaza, Madison

Jeffrey C. Snyder, CPA, President, Snyder Management Corp.

This course is designed to provide innovative, real-world ideas that will increase revenue for you, your firm or company, and your clients. Find out the answers to tough questions regarding tax planning and strategies for the closely held business, and learn how to apply key techniques to make more money.

Fee: $399 member/$449 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Aug. 18 Level of knowledge: Update CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

Staff Training Level III: Advanced Issues (TSTA)


Don Paul Cochran, J.D., CPA, CFP, Sole Practitioner & Co-Owner, Nichols Patrick CPE, Inc.

Designed for the accountant with more than two seasons of tax experience who is ready to take more responsibility for providing and supervising tax services to clients, this program includes income taxation of estates and trusts, special rules affecting controlled groups, and transfers of partnership interests. Program participants will learn how to comply with professional standards, prepare written tax advice,

represent clients before the IRS, and produce quality tax research using Code, Regulations, IRS Published Guidance, Committee Reports and case law.

Fee: $549 member/$599 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 13 Level of knowledge: Advanced CPE credit: 16 hours Developed by: Nichols Patrick CPE, Inc.

IRS Practice & Procedure: Audits, Appeals, Assessment, Settlement & Collection (IPP)Oct. 16 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha


Beginning in 2012, IRS compliance initiatives will target high-income individuals, pass-through entities, and exempt organizations (including qualified plans). Other compliance programs focus on specific industries and issues. Be prepared! Learn how the IRS’s examination process works, how to present issues to the Appeals Division, and options for paying deficiencies. This program covers everything from the initial examination notice to submission of an Offer in Compromise. Learn when “Innocent Spouse” relief might be available, when automatic installment payments might be available, how the IRS’s own Audit Technique Guides can help you, and other IRS collection and audit procedures.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 16

Level of knowledge: Intermediate CPE credit: 8 hours Developed by: Nichols Patrick CPE, Inc.

NEW! Current Federal Tax Developments (CFTD)



For any tax advisor, this fast-paced one-day course covers, in plain English, the latest developments in federal taxation, updated biweekly, with emphasis on real world applications. Current Federal Tax Developments is always applauded for its relevance and coverage of practical issues. Emphasis on current issues, planning, and strategy keeps participants interested all day. Learn how to avoid penalties, how to use IRS “Frequently Asked Questions” to answer tough questions relating to new laws, how to plan for the new “Medicare Tax” and other tax provisions in the Affordable Care Act, how to change more than 150 accounting methods automatically with no user fee, and much more.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 17 Level of knowledge: Update CPE credit: 8 hours Developed by: Nichols Patrick CPE, Inc.

New “Repair Regs” Sec. 263(a) (NRR)

Oct. 22 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Onalaska




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Is an expenditure associated with tangible property deductible or must it be capitalized? Learn new rules for treatment of amounts paid to acquire, produce, repair, or improve tangible property and proper accounting for dispositions of property subject to depreciation. The new regulations provide objective standards and bright-line rules intended to simplify compliance with the capitalization provisions contained in section 263(a) of the Internal Revenue Code. This program provides comprehensive analysis of the new rules, and an explanation of how your clients might benefit from some automatic changes in accounting methods. From repair of a machine in a factory to acquisition of an apartment building, property transactions are affected by these new rules.

Fee: $399 member/$449 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 22 Level of knowledge: Update CPE credit: 8 hours Developed by: Nichols Patrick CPE, Inc.

Estate & Life Planning Issues for the Middle-Income Client (PMIC)

Oct. 28 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Onalaska

Scott Emerson, EA, Sole Practitioner, Instructor, Surgent McCoy CPE, LLC

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

Fee: $399 member/$449 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 28 Level of knowledge: Beginning CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

Fiduciary Income Tax Returns: Form 1041 Workshop (1041)


Scott Emerson, EA, Sole Practitioner, Instructor, Surgent McCoy CPE, LLC

As income tax rates rise on estates, trusts, and their beneficiaries, consideration of the income tax effects becomes more critical. This course will define the complicated income tax rules of estates and trusts, fiduciary accounting, and provide an introduction or refresher of how to prepare Form 1041. Included is a practical, 300-plus page manual, an excellent reference source for your practice.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 29 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

Form 990: A Comprehensive Approach to Accurate Preparation (EO-F990)

Oct. 29 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Baker Tilly Virchow Krause, LLP, Madison

Robert Lyons, CPA, Managing Tax Director, MP&S

Discover the tax information and understanding of not-for-profit

organization issues you need to prepare the current Form 990. This course will cover the numerous tax reporting demands the 990 imposes, including how to respond to its inquiries. Participants will gain the tax knowledge necessary both to complete Form 990 properly and advise exempt clients on the form’s complexities and demands.

Fee: $399 member/$449 nonmember $30 AICPA member discount $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 29 Level of knowledge: Beginning CPE credit: 8 hours Developed by: AICPA

The Best Individual Income Tax Update Course by Surgent McCoy (BITU)


Pamela J. Davis-Vaughn, CPA, President, Pamela J. Davis-Vaughn, CPA

This year’s significant changes to the tax environment require sound planning in 2014 for individual clients to respond effectively. This highly informative course responds to the latest in tax law developments, including discussions of the planning opportunities available to your individual tax clients. This up-to-date knowledge will enable you to further discuss new developments and tax-saving ideas applicable to your clients and their growing needs in light of post-election developments.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Oct. 3

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Taxation

Level of knowledge: Update CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

The Complete Guide to Payroll Taxes & 1099 Issues (CGPT)


James E. Guzewich, MS, CPA, Consultant, Loomis & Co.

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 IRS has announced that uncovering noncompliance by employers ranks high on its audit list. This course presents a comprehensive overview of federal payroll taxes, Form 1099 and related compliance issues.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Oct. 4 Level of knowledge: Beginning CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

Surgent’s Comprehensive Guide to Tax Depreciation, Amortization & Property Transactions from Acquisition to Exchange or Disposition (TDAP)

Nov. 4 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Crowne Plaza, Madison


Seemingly every year, economic stimulus packages drastically change depreciation rules. This course will provide an updated in-depth analysis of the complex maze of rules dealing with depreciation, amortization, and sale of property, with an emphasis on identifying special planning opportunities and pitfalls. A reference manual contains many examples and cases to illustrate the most important points CPAs need to know.


NEW! Hot Tax Planning Developments Under the Current Tax Law (CL4HOT)Nov. 6 | Registration 8 a.m. Program 8:30 a.m. – Noon WICPA Professional Development Center, Waukesha

William Marutzky, LLM, J.D., MS, CPA, CFE, Attorney, Querrey & Harrow, Ltd.

Are you up-to-date on the latest tax planning developments for 2014? This course explores the hottest tax planning topics which will impact you and your clients. Discover how these topics may impact tax planning strategies and be in a position to help minimize your client’s tax bill.

Fee: $249 member/$299 nonmember $20 additional for hard copy materials Level of knowledge: Intermediate CPE credit: 4 hours Developed by: AICPA

NEW! Key S Corporation Tax Strategies & Compliance Issues (CL4SCORP)



Get the knowledge you need to speak effectively to new and current clients about how you can make the S Corporation business model work for them. Be prepared to explain the benefits and drawbacks of electing S Corporation status and why more business taxpayers favor the pass-through entity over the C Corporation. Discuss the most misunderstood areas of S Corporation taxation and how businesses and shareholders can use S Corps to their advantage.

Fee: $249 member/$299 nonmember $20 additional for hard copy materials Level of knowledge: Beginning CPE credit: 4 hours Developed by: AICPA

NEW! Cancellation of Debt for Individuals & Businesses (CL4CDIB)



Many clients have probably come to you in recent months with an assortment of issues related to foreclosures, short sales and restructured debt. Are you ready to help them and provide solutions? This example-heavy course explores the multifaceted


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topic of cancellation of debt for individuals and businesses. Topics discussed include proper treatment and reporting of foreclosures, short-sales, income reported on forms 1099-C and 1099-A, and preparation of Form 982 among others. Income exclusions related to qualified principal residence indebtedness, qualified real property business indebtedness, bankruptcy and insolvency will be reviewed with real-life examples.

Fee: $249 member/$299 nonmember $20 additional for hard copy materials Level of knowledge: Intermediate CPE credit: 4 hours Developed by: AICPA

NEW! Estates & Trusts: Mastering Complex Income Tax Issues (CL4ITET)



Protect your clients’ assets and shield their estates from increased taxation brought about by the changing tax code. Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. This course provides exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms.

Fee: $249 member/$299 nonmember $20 additional for hard copy materials Level of knowledge: Beginning CPE credit: 4 hours Developed by: AICPA

Surgent’s Multistate Tax Update (MSTU)

Nov. 20 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Training Center, Waukesha

John L. Evanich, CPA, Tax Partner, CohnReznick LLP

You can’t afford to ignore recent changes in state and local tax. Even tax-savvy businesses and their advisers often neglect to consider the consequences of state and local taxes. Multistate taxation has become more complex and demanding than ever before. In addition to having their own unique tax laws, states have been more focused on enforcement. Plan to attend this fast-paced class that covers developing topics in state taxation, ranging from individuals to pass-through entities to corporate taxpayers. This class will focus on issues confronting small and middle-market companies and offer practical guidance for minimizing tax liability and negotiating the treacherous waters of compliance.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Oct. 20 Level of knowledge: Update CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

Choosing the Best Entity Structure Under the Tax Law in 2014 (CBES)

Nov. 21 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Baker Tilly Virchow Krause, LLP, Appleton

John L. Evanich, CPA, Tax Partner, CohnReznick LLP

Tax rates are always an important factor in choosing the form of business organization, and the individual and corporate rates in 2014 and beyond demand a reconsideration of current businesses and a different analysis for new ventures.

By comparing and contrasting the tax aspects of C Corporations, S Corporations, partnerships, sole proprietorships and limited liability companies, this course focuses on distinctions that can make big differences. This in-depth course will cover planning opportunities and potential pitfalls in developing a business structure. This course is a must for all practitioners.


Surgent’s Federal Tax Camp (SATC)

Dec. 1 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. The Radisson Hotel, Green Bay

John N. Sherrick, MS, CPA, Tax Partner, Sitrick & Associates, LLC

Both businesses and individual clients will be affected by all of the tax changes that require the tax advisor to engage in extensive tax planning. Not only will you be updated on the most important tax issues that require your attention, but this course will also review the major trends and changes in the case and regulatory law. Included is full coverage of all tax changes together with continuing coverage of health care and any estate and gift tax reform.

Fee: $399 member/$449 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Nov. 1 Level of knowledge: Update CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

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Taxation

2014 Corporate Income Tax Workshop (CITW)

Dec. 1 – 2 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Douglas Stives, CPA, MBA, Professor, Monmouth University

Originally written by Sid Kess and now led by AICPA’s top tax instructors, this course will give you an advantage with our unique perspective on the latest tax changes. Look at the most recent tax laws and other developments affecting C Corporations, S Corporations, and other business entities, including limited liability companies. Learn how to advise clients and employees on the latest tax—planning ideas. Share marketing ideas from top practitioners—based on the latest tax strategies. In addition, practical, real-life exercises will help you apply what you’ve learned from this comprehensive course.

Fee: $549 member/$599 nonmember $30 AICPA member discount $20 additional for hard copy materials $40 early bird discount if registered and paid by Nov. 1 Level of knowledge: Intermediate CPE credit: 16 hours Developed by: AICPA

NEW! ObamaCare & Fringe Benefits: 2014 & Beyond (OBCR)

Dec. 8 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Training Center, Waukesha

Steven B. Wagner, CPA, Principal, Froehling Anderson

2014 is a critical year for business owners and employees

in determining their health insurance options and costs and in structuring their fringe benefit programs. This course will focus on the key issues and planning strategies that CPAs and other tax practitioners need to know in order to advise their clients regarding this far-reaching legislation.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Nov. 8 Level of knowledge: Update CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

NEW! Getting More Active With the Passive Activity Rules & the New Net Investment Income Tax (PAIT)

Dec. 9 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Training Center, Waukesha

Steven B. Wagner, CPA, Principal, Froehling Anderson

Now more than ever, every business owner and real estate investor must determine if they materially participate in any and all trades or businesses, even if they make a profit or a loss, because of the new net investment income tax. These extremely complicated rules require an in-depth understanding of election and planning issues that CPAs need to know. The IRS has been very aggressive in audits under the passive loss rules and will now expand their investigation to include the new NII tax.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Nov. 9 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

New “Repair Regs” Sec. 263(a) (NRR2)


Randy C. Newton, CPA, President & Founder, NewtonCPA, PLLC.

Is an expenditure associated with tangible property deductible or must it be capitalized? Learn new rules for treatment of amounts paid to acquire, produce, repair, or improve tangible property and proper accounting for dispositions of property subject to depreciation. The new regulations provide objective standards and bright-line rules intended to simplify compliance with the capitalization provisions contained in section 263(a) of the Internal Revenue Code. This program provides comprehensive analysis of the new rules, and an explanation of how your clients might benefit from some automatic changes in accounting methods. From repair of a machine in a factory to acquisition of an apartment building, property transactions are affected by these new rules.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Nov. 9 Level of knowledge: Update CPE credit: 8 hours Developed by: Nichols Patrick CPE, Inc.

Tax Staff Training Level II: Business (TSTB)

Dec. 10 - 11 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Randy C. Newton, CPA, President & Founder, NewtonCPA, PLLC


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Designed as practical “next-step” training for the accountant who has one or two tax seasons’ experience and is expected to accept additional responsibility and work on more complex assignments, this course introduces the participant to business income tax returns and tax issues commonly encountered in operating businesses. The case study shows participant how to summarize and organize information from trial balance, make entries required for tax reporting and actually prepare tax returns. Participants will also be introduced to tax practice ethics (Circular 230), basic tax research techniques, and common sources of authority for tax return positions.

Fee: $549 member/$599 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Nov. 10 Level of knowledge: Intermediate CPE credit: 16 hours Developed by: Nichols Patrick CPE, Inc.

Surgent’s Handbook for Mastering Basis, Distributions & Loss Limitation Issues for S Corporations, LLCs & Partnerships (HMBI)



The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.


Tax Advisors Update (PTU) (PTU2)

Dec. 15 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Onalaska

Dec. 16 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Brookfield Suites, Brookfield

Andy Biebl, CPA, Partner, CliftonLarsonAllen LLP

Benefit from the perspective of CliftonLarsonAllen’s expert CPE authors and instructors. This popular course, featuring tax experts Andy Biebl and Chris Hesse, keeps you up to date on the latest tax developments affecting your clients’ personal and business income taxes. Attend this information-packed session, and leave with practical tools, strategies and insights to serve your clients well.

Fee: $409 member/$459 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid 30 days prior to the program Level of knowledge: Update CPE credit: 8 hours Developed by: CliftonLarsonAllen LLP This program is approved for 7.5 CLE hours.

Hot IRS Tax Examination Issues for Individuals & Businesses (EXIB)



Recently, the IRS has dramatically ramped-up its examination of individuals and small business taxpayers. Now, more than ever, CPAs need clients to understand the need for documentation and procedures to substantiate what IRS auditors are pursuing. Learn the high audit risk areas and ways to help clients survive an IRS audit with little or no change. It is critical for CPAs in public accounting to understand the risk to clients and to themselves in tax return preparation and planning.


Preparing Individual Tax Returns for New Staff & Para-Professionals (PITR)

Jan. 8 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

William H. Allen Jr., MBA, CPA, Ph.D., Owner, Allen & Associates, CPA

The purpose of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Dec. 8 Level of knowledge: Beginning CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC

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Taxation



800-772-6939.

Our early birds get more than just a worm. Registering early for a WICPA conference or seminar not

only saves you money. It also helps you plan ahead and

better prepare to be out of the office. That means you can

focus on the topics and learn new ideas while you’re there.

The sooner we know how many participants are registered,

the better we can plan ahead, too.

$40 when you register by the early bird deadline

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What’s more, every registrant from your company receives the discounted early bird rate.

Save up to

The Complete Guide to Preparing Limited Liability Company, Partnership & S Corporation Federal Income Tax Returns (PLPS)

Jan. 9 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

William H. Allen Jr., MBA, CPA, Ph.D., Owner, Allen & Associates, CPA

This course will enable the practitioner to learn in one day how to prepare S Corporation, LLC and partnership tax returns. The course focuses on an identical trial-balance-to-completed-tax-return case study prepared on both Form 1120S and Form 1065, allowing one to explore

the similarities and differences of these popular entity structures.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Dec. 9 Level of knowledge: Beginning CPE credit: 8 hours Developed by: Surgent McCoy CPE, LLC


Information Technology

Advanced Excel (ADE)

Sept. 17 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Crowne Plaza, Madison

Val Steed, CPA, CITP, MA, Shareholder, K2 Enterprises

Although many accountants consider themselves experts in using Excel, most accountants are self-taught and do not use Excel to its full potential. This course takes experienced, self-taught users to the next level. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security; using tables to analyze and report data; integrating and manipulating data from external sources; creating and auditing complex formulas; advanced data analysis with subtotals, filters, and PivotTables; and using charts to analyze and communicate information. Its content is based on more than 20 years of experience in delivering Excel training to accountants and on feedback from thousands of accounting and financial professionals just like you. If you use Excel extensively, you need this course! Participants will have access to sample data files.

Fee: $399 member/$449 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Aug. 17 Level of knowledge: Advanced CPE credit: 8 hours Developed by: K2 Enterprises

Excel-Based Dashboards (EBD)


Val Steed, CPA, CITP, MA, Shareholder, K2 Enterprises

Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting processes. Dashboards allow recipients easy access to mission-critical data, usually in an on-demand environment, thereby allowing users to get the information they need when they need it. With greatly enhanced charting and graphing capabilities, along with the ability to handle much larger volumes of data, Excel is an ideal tool for creating high-impact dashboards in businesses of all sizes. Learn how to build Excel-based dashboards that extract information from your accounting application along with other databases and to present this data as actionable information in a dashboard setting.

Key topics include extracting and summarizing data stored in various databases; charting and graphing data, including specialized charts and graphs such as tachometer gauges and thermometer charts; identifying and highlighting trends in data; distributing dashboard reports throughout the organization; and using Excel add-ins such as BizExcelerator to enhance the dashboard reporting process.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Aug. 18 Level of knowledge: Advanced CPE credit: 8 hours Developed by: K2 Enterprises

Excel Tips, Tricks & Techniques for Accountants (EXL)

Oct. 23 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Rothschild

William Fleenor, CPA, Ph.D., Shareholder, K2 Enterprises

Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet most accountants have never received any formal Excel training. As a result, many accountants use time-consuming and error-prone processes to complete everyday tasks. This highly acclaimed course contains hundreds of tips, tricks and techniques to improve your productivity and accuracy. Its content is based on more than 20 years of experience in delivering Excel training to accountants and on feedback from accounting and financial professionals just like you. The course has six major areas of topical coverage: productivity tips and tricks, formatting essentials, customizing Excel, formula-building essentials, three-dimensional workbooks and printing essentials. If you are an Excel user, regardless of your level of experience, and you have never taken a formal Excel training course for accountants, you need this course! Participants will have access to sample data files.

Special Pricing! $219 member/ $269 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 23 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: K2 Enterprises

NEW! Advanced QuickBooks Tips & Techniques (AQB-4)

Oct. 30 | Registration 8 a.m. Program 8:30 a.m. – Noon WICPA Professional Development Center, Waukesha

Thomas G. Stephens Jr., CPA, CITP, Shareholder, K2 Enterprises

QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous

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advanced features to the application over the past few releases. Knowing how to take advantage of these tools can determine your level of success when working with QuickBooks.

In this seminar, learn how to take advantage of key features in QuickBooks to solve issues in fields such as financial and operational reporting, inventory management, closing out accounting periods, and integrating QuickBooks with other applications. Take advantage of this opportunity to learn about the “deep” features in QuickBooks so that you maximize your effectiveness with the application.

Fee: $249 member/$299 nonmember $20 additional for hard copy materials Level of knowledge: Intermediate CPE credit: 4 hours Developed by: K2 Enterprises

NEW! Word, Outlook & PowerPoint: Tips & Tricks for Enhancing Productivity (MOT-4)

Oct. 30 | Registration Noon Program 12:30 – 4 p.m. WICPA Professional Development Center, Waukesha


Most likely, you work with Microsoft Office Word, Outlook, and PowerPoint frequently. Yet, you probably have never received any training on how to use these tools to their fullest.

In this half-day session, you will learn the best ways to work with Word, Outlook, and PowerPoint, and increase your productivity in the process. Among the topics covered in this seminar are Styles – Word’s best feature; exporting a Word document to a PowerPoint presentation; how to manage the email avalanche in Outlook and using Office Web Apps, SkyDrive,

and SkyDrive Pro to work with your data anytime and anywhere.

Do not miss this chance to ramp-up your Microsoft Office productivity by learning the best practices for working in Word, Outlook, and PowerPoint.

Fee: $249 member/$299 nonmember $20 additional for hard copy materials Level of knowledge: Intermediate CPE credit: 4 hours Developed by: K2 Enterprises

Excel Tips, Tricks & Techniques for Accountants (EXL2)



Excel is the accountant’s tool of choice for analyzing and reporting financial data. Yet, most accountants have never received any formal Excel training. As a result, many accountants use time-consuming and error-prone processes to complete everyday tasks. This highly acclaimed course contains hundreds of tips, tricks and techniques to improve your productivity and accuracy. Its content is based on more than 20 years of experience in delivering Excel training to accountants and on feedback from tens of thousands of accounting and financial professionals just like you. The course has six major areas of topical coverage: productivity tips and tricks, formatting essentials, customizing Excel, formula-building essentials, three-dimensional workbooks and printing essentials. If you’re an Excel user, regardless of your level of experience, and you have never taken a formal Excel training

course for accountants, you need this course! Participants will have access to sample data files.

Special Pricing! $219 member/$269 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Sept. 30 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: K2 Enterprises

NEW! Windows 8 & Microsoft Office Symposium (WIN8)


Bryan Smith, CPA, CITP, CISA, Co-Owner, CPA Crossings

This course is designed to be a dynamic day full of learning modules that cover all of the bases of Windows 8 and the new Microsoft Office strategy, which includes the new Office 365 offering and working with Office documents on your iPad. You will leave this event with a solid understanding of what your strategy should be as it relates to the newest generation of Microsoft offerings.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Oct. 14 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: CPA Crossings

NEW! Adobe Acrobat for Accountants From A-Z (AAAZ)






If you find yourself working with PDF files more frequently, you will definitely benefit from this course. Adobe Acrobat is the de facto standard software for creating, viewing, annotating and securing PDF files. Learn all of the features of Adobe Acrobat that will allow you to work with PDF files with maximum efficiency.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Nov. 3 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: CPA Crossings

NEW! Transform Your Busy Season With Technology Tools You Already Use! (TYBS)



This NEW course is packed with practical “how to” time-saving tips to help make the busiest time of year more productive. Learn how to save 30 minutes each day by incorporating simple time management techniques that are available in the technology tools you use every day: Outlook, Adobe and Excel. This practical, easy to understand, and cost-effective course is a must-have to prepare for the upcoming busy season.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Nov. 18 Level of knowledge: Beginning CPE credit: 8 hours Developed by: CPA Crossings

NEW! Excel Bootcamp: Everything You Need to Know to Build Great Spreadsheets (EXBOOT)



According to Professor Raymond R. Panko at the University of Hawaii, “there has long been ample evidence that errors in spreadsheets are pandemic.” Most of these errors are caused by poor spreadsheet design and a lack of knowledge of Excel’s vast array of features and functions. This is because most spreadsheet users learn how to push the buttons instead of learning proper design techniques. This course focuses on developing the attendees skills related to designing spreadsheets more efficiently and with greater accuracy. We will concentrate on features and functions that all CPAs should know and implement in their spreadsheets.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Nov. 19 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: CPA Crossings

NEW! Productivity Tools Symposium: Outlook, Adobe, Word & OneNote (TOOLS)

Feb. 16 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha


This comprehensive, fast-paced course will be presented in a series of distinct and dynamic

learning modules to review and demonstrate the most useful features of each of these powerful applications to improve your personal productivity.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Jan. 16 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: CPA Crossings

NEW! Windows 8 & Microsoft Office Symposium (WIN82)

Feb. 17 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Onalaska


This course is designed to be a dynamic day full of learning modules that cover all of the bases of Windows 8 and the new Microsoft Office strategy, which includes the new Office 365 offering and working with Office documents on your iPad. You will leave this event with a solid understanding of what your strategy should be as it relates to the newest generation of Microsoft offerings.

Fee: $399 member/$449 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by Jan. 17 Level of knowledge: Intermediate CPE credit: 8 hours Developed by: CPA Crossings

Advanced Excel (ADE2)

April 21 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Brian Tankersley, CPA, CITP, CGMA, Director of Strategic Relationships, K2 Enterprises

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Although many accountants consider themselves experts in using Excel, most accountants are self-taught and do not use Excel to its full potential. This course takes experienced, self-taught users to the next level. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security; using tables to analyze and report data; integrating and manipulating data from external sources; creating and auditing complex formulas; advanced data analysis with subtotals, filters, and PivotTables; and using charts to analyze and communicate information. Its content is based on more than 20 years of experience in delivering Excel training to accountants and on feedback from thousands of accounting and financial professionals just like you. If you use Excel extensively, you need this course! Participants will have access to sample data files.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by March 21 Level of knowledge: Advanced CPE credit: 8 hours Developed by: K2 Enterprises

Excel PivotTables for Accountants (EPT)

April 22 | Registration 8 a.m. Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Waukesha

Brian Tankersley, CPA, CITP, CGMA, Director of Strategic Relationships, K2 Enterprises

PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from the

instructor, you will be ready to use PivotTables to accomplish data analysis and reporting. This seminar begins with basic PivotTables and progresses throughout the day to advanced PivotTable topics.

Specific topics include how to build basic PivotTables, grouping and ungrouping data, creating calculated items and fields, and drilling down to underlying details. Learn how to build PivotTables consolidated from multiple data ranges and PivotTables dynamically linked to external databases and financial accounting

systems in this seminar. Learn how to take advantage of advanced features available in PivotTables, including Slicers and PowerPivot.

Course participants have access to all sample data files used in this course, along with supplementary video segments designed to reinforce key learning objectives.

Fee: $389 member/$439 nonmember $20 additional for hard copy materials $40 early bird discount if registered and paid by March 22 Level of knowledge: Advanced CPE credit: 8 hours Developed by: K2 Enterprises




800-772-6939.

Registering early for a WICPA conference or

seminar not only saves you money. It also helps

you plan ahead and better prepare to be out of the

office. That means you can focus on the topics and

learn new ideas while you’re there. The sooner we

know how many participants are registered, the

better we can plan ahead, too.

$40 when you register by the early bird deadline

for WICPA conferences and seminars.

What’s more, every registrant from your company receives the discounted early bird rate.

Save up to

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An easier way to find a job. A better way to fill a position.

To find a job or fill a position, visit wicpa.org/CareerCenter today.

WICPA CareerC E N T E R

Post your resume for FREE!

wicpa.org/CareerCenter

Career advancement made easyWICPA Career Center is the ideal place to be seen by employers who are specifically looking for accounting professionals. Whether or not you are actively looking for new employment, it makes sense to post your resume on the WICPA Career Center. You never know what opportunities may be out there looking for you. Also, checking the job listings is a great way to see what is hot and what is not in the job market, and whether your particular skills are among those most in demand.

The WICPA Career Center offers:

Free online job search: All job-seeker functions are available at no charge.

Confidential resume posting: Make your resume available to employers, and release your contact information only when you are ready.

Job search agent: Create a password-protected account and receive automatic email notification of new jobs that match your search criteria.

Saved jobs capability: Save up to 100 jobs to a folder in your account so you come back to apply when you are ready.

WICPA Career Center makes finding the perfect job easy.

Post your resume today!

Ready for your next move?

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We’re Moving ….but not too far!

This August, the WICPA will relocate to a new

office space just west of its current location. Be

sure to update your records with our new address!

You’ll find us in the Ruekert-Mielke Building

W233N2080 Ridgeview Parkway, Suite 201

Waukesha, WI 53188 ∙ www.wicpa.org

We’re Moving ….but not too far!

This August, the WICPA will relocate to a new

office space just west of its current location. Be

sure to update your records with our new address!

You’ll find us in the Ruekert-Mielke Building

W233N2080 Ridgeview Parkway, Suite 201

Waukesha, WI 53188 ∙ www.wicpa.org

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Q. Is there any advantage to registering early?

A. Definitely yes! Most seminars are limited in size and registering early will guarantee you the seminars of your choice. Also, the WICPA can avoid having to cancel a course due to insufficient early registrations. Plus, there’s an early bird discount!

Q. How does the early bird discount work?

A. To receive the $40 per person early bird discount for seminars and $30 per person early bird discount for conferences, the following stipulation must be met: Each seminar and conference must be registered for, or postmarked and paid for, by the early bird discount date. Please see individual programs for that date. This early bird discount applies only to full-day seminars and conferences (8 CPE hours or more).

Q. Do I receive other benefits on registration fees as a WICPA member?

A. Yes! WICPA members receive a registration fee discount of up to $50, while nonmembers pay the standard registration fee.

Q. What happens if I have to cancel for some reason?

A. For a full refund, the WICPA CPE Department must receive a notification of cancellation or a request to transfer to a different program at least 14 days before the program presentation date. Cancellations or program transfer requests received less than 14 days prior to the presentation date will be subject to a cancellation fee of $100 per person, per eight-hour program and 50% of the fee of a one- to four-hour program. No refund or program transfer requests will be granted for cancellations on the day of, or subsequent to the day of, the program presentation. No refund or program transfer request will be granted if you have downloaded any electronic materials that have been provided for the program from which you are canceling.

Q. What happens if the WICPA cancels a program?

A. If a program is canceled fewer than 14 days prior to the presentation date, you will be notified directly by email and will receive a follow-up notification by phone. Full refunds will be granted. If course materials were sent in advance, you must return them to the WICPA to receive a refund. Your early registration can help us avoid canceling a program. NOTE: The WICPA is not responsible for any personal expenses incurred if a course is canceled.

Q. What are the CPE requirements for my WICPA membership?

A. Non-public accounting members have an annual requirement of 15 CPE hours. The WICPA recommends you obtain 30 CPE hours because there is also a three-year reporting requirement of 90 CPE hours.

Public accounting members have an annual requirement of 20 CPE hours. The WICPA recommends you obtain 40 CPE hours because there is also a three-year reporting requirement of 120 CPE hours.

Q. Is the reporting based on a calendar year?

A. Yes, CPE reporting is based on attendance from Jan. 1 to Dec. 31. In addition, there’s a general extension until Feb. 28 of the following year to claim credits from the previous year. However, those credits can only be claimed in one of the years, not both.

Q. What are the reporting periods?A. Each member follows the same three-year

reporting period. The current three-year reporting cycle is 2014, 2015 and 2016.

Q. What if I join the WICPA in the middle of a reporting cycle?

A. There is no CPE requirement for the calendar year in which you join. New members must complete the continuing education requirement for each calendar year thereafter.

Q. What qualifies toward my CPE credit hours?

A. To qualify for CPE credit, a program must be a “formal” program of learning as described in the AICPA’s “Statement on Standards for Continuing Professional Education (CPE) Programs.” Those standards are included as part of the WICPA’s CPE policies. For more information, please visit www.wicpa.org/CPErequirements.

Q. What information or proof do I need to submit?

A. WICPA members are responsible for documenting their own CPE. They should retain evidence of satisfactory completion for a period of five years after the completion of the educational programs. For each CPE program completed, members should be able to document the following:• Titles and descriptions of content.• Date of each program.• Location where each program occurred.• Number of CPE credit hours.

Q. Do I have to submit this information every year?

A. Yes, WICPA members are selected at random for an audit of CPE membership requirements and will be notified to report their continuing education for the reporting cycle.

Q. How can I keep track of my CPE programs?

A. A benefit of WICPA membership is the ability to use the My CPE Tracker. This feature will automatically record any WICPA program attended and conveniently has the option to add non-WICPA programs to keep a complete record of CPE credit hours. Visit www.wicpa.org/CPEtracker to get started.

Q. What happens if I do not meet my requirements?

A. In the event you don’t complete your CPE requirements by the end of the year, please contact the WICPA CPE Department to request an extension to make up the credits in a reasonable amount of time. However, if you don’t request an extension or fail to meet your CPE requirements within your approved extension period, it will result in the loss of membership with the WICPA. If an unusual circumstance or unforeseen hardship has prevented you from meeting your CPE requirements, you may contact the WICPA CPE Department to request a waiver for the current reporting year. Each waiver request will be reviewed on a case-by-case basis.

CPE FAQs

Do you have clients looking for a health plan AND a tax break?

For a No-Obligation Price Quote, have your clients visit www.UnitedHealthOne.com/CPA or call (800) 358-9728

For more resources about HSAs, visit www.HSACenter.com/CPA

UnitedHealthOneSM is the brand for personal health and related insurance products underwritten by Golden Rule Insurance Company and UnitedHealthcare Life Insurance Company. These health plans from UnitedHealthcare Life Insurance Company are guaranteed issue during Open and Special Enrollment periods only. Product availability varies by state. © 2014 United HealthCare Services, Inc. 42878a-UL-0214

Show your clients a healthy, financial option with a Health Savings Account (HSA). Open enrollment period is still underway for Affordable Care Act health insurance plans. There’s time for your clients to sign up and take advantage of an HSA for tax year 2014. Advantages to HSAs include:

• Tax-deductible — Contributions to the HSA are 100% deductible (up to the legal limit) — just like an IRA.

• Tax-free — Withdrawals to pay qualified medical expenses, including dental and vision, are never taxed.

• Tax-deferred — Interest earnings accumulate tax-deferred, and if used to pay qualified medical expenses, are tax-free.

• HSA money is the clients’ to keep — Unlike a flexible spending account (FSA), unused money in the HSA isn’t forfeited at the end of the year; it continues to grow tax-deferred.

If you or your clients might benefit from an HSA, act today. Open enrollment period ends on March 31. (Special enrollment periods for qualifying events available throughout the year.)

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Wisconsin Institute of Certified Public Accountants235 N. Executive DriveSuite 200Brookfield, WI 53005www.wicpa.org

A publication of the

The continuing professional education magazine for Wisconsin CPAs.

Voit & Hamilton, LLC is an adviser to Voit Fund GP, LLC that offers the following private funds:

Voit Conservative Income & Growth Fund LP Voit Growth & Income Fund LP Voit Large Cap Equity Fund LP Voit Core Equity Fund LP Voit 50/50 Balanced Alternative Fund LP Voit Aggressive Equity Fund LP

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We believe our low cost, tax sensitive, attentive portfolio management is highly valued by the CPAs who recommend our firm.

Please call to request an informational packet or to speak to our portfolio manager, Todd Voit. Referrals are welcomed.

CPE CLASSES AVAILABLE ON-SITE AT YOUR LOCATION

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Documents

June 2014 The Bottom Line