October 2013 The Bottom Line

THEBottom Line

The continuing professional education magazine for Wisconsin CPAs October 2013

Nurture your all-star employees

PAGE 3

Examining the American

Taxpayer Relief Act of 2012

PAGE 6

Explore accounting solutions

PAGE 10

CPE Programs

PAGE 20

Don’t give your all-star employee a reason to become a free agent

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questions on retirement plan fees, features, or performance

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James K. Schneider, CFP®Associate V.P. - Investment OfficerWICPA member20800 Swenson Drive, #200Waukesha, WI 53186262-798-3759 • [email protected]

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Plan features have changed dramatically over the last few years and fees have come down notably.

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OCTOBER 2013 | www.wicpa.org

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10Explore accounting solutions, cloud and on premises

A publication of the Wisconsin Institute of CPAs

3 | Human Resources

Don’t give your all-star employee a reason to become a free agent By Stacy Kelly

6 | Tax

Examining the American Taxpayer Relief Act of 2012By Eric T. Johnson

10 | Technology

Explore accounting solutions, cloud and on premisesBy Randy Johnston

FeaturesContents

2 The Bottom Line | O c t o b e r 2 0 1 3 w w w. w i c p a . o r g

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

Barb Gamez Vice President Membership & Marketing Ext. 3012 [email protected]

Tammy Hofstede Chief Financial & Operating Officer Ext. 3013 [email protected]

Ellen Engel Advertising Manager Ext. 3016 [email protected]

Mark Gordon CPE Program & Event Administrator, Ext. 3008 [email protected]

Tony Hofstede CPE Marketing & Communications Manager Ext. 3009 [email protected]

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Angela Wade Design and Layout Ext. 3027 [email protected]

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 2013 The Bottom Line.

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WICPA wins publication awardsThe WICPA has earned two 2013 APEX Awards for Publication Excellence in the Most Improved Magazines & Journals category for On Balance and in the Meetings & Events Materials category for the 2012 WICPA Tax Conference brochure. The WICPA’s awards were among 971 APEX Awards of Excellence presented in 138 individual categories. The awards are presented annually to writers, editors, publication staffs and business, nonprofit, agency and freelance communicators. Award winners were selected for excellence in graphic design, editorial content and the success of the entry in achieving overall communications effectiveness and excellence.

AWARD WINNER

The Bottom Line | O c t o b e r 2 0 1 3 3w w w. w i c p a . o r g

Retention of quality employees

is critical to the success of an

organization. Quality employees

deliver top-notch service to customers, and

they are the drivers of bottom line return

to the business owners and shareholders.

Recruiting and training new employees

can be the most costly aspect of running

a business. So when the phone rings, and

someone like me is on the other end of

the line, how do you “recruiter proof” your

all-stars? Here are 10 coaching tips to help

keep your employees from using me as

their new agent!

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[human resources] employee retention

By Stacy Kelly

Don’t give your all-star employee a reason to become a free agent


1. Make promises you can keep. Whether it’s promising a certain career

path or that the extreme travel will slow

down, make good on your commitments, or

live with the outcome. Don’t sugarcoat the

reality of the role or what’s going on in the

organization. People know that you can’t

predict the future, but if they feel they were

misled, you have made my job much easier.

2. Have an open door policy. If your

employees feel comfortable coming to you

with small concerns, they are more likely to

come to you when something major comes

along. Keep an even keel as a manager and

keep it professional.

3. Have fun. If you find yourself being the

“Negative Nelly,” take a step back and realign

your attitude. Management sets the tone,

and if it’s one of camaraderie and positive

notes, people will want to come to work and

to perform well for you. People desire fun in

their professional lives, too.

4. Offer opportunities to expand employees’ skill sets. Let’s face it, not every company can promote

everyone nor does everyone want to be

a manager. However, most people want

to feel challenged and know that they’re

contributing to the advancement of a

common goal. Offer training, host contests,

and provide encouragement to those who

participate. Not in the budget? Respect,

positive feedback, and letting people know

you value them doesn’t cost a thing, and is

appreciated more than additional money by

many. I love calling people on a day when

their boss just disrespected them.

5. Check the market annually. Work with human resources or outside

consultants to ensure that you’re

compensating your employees appropriately

in the marketplace, as well as equitably

internally. People do talk about money.

6. Be flexible. If one of your top performers

comes to you with a personal or professional

issue, try to accommodate him or her. For

example, if your star employee’s parent

becomes ill and your employee needs a

reduced schedule for a time, you might

consider the big picture of having that

person on a limited schedule for a few

months versus losing him or her completely.

My clients would be happy to provide the

flexibility needed for your star employee.

Don’t give them a chance.

7. Be willing to let top talent go. If you have a superstar on your team who

really wants to be in a different department,

let him or her explore it and if it makes

sense for the business, let that person go. It’s

better to keep talented employees in your

organization helping other managers than

your competitor—no matter how good they

make you look.

8. Lead by example. Have you ever

worked for a manager who told you to

do something but never did it himself or

herself? Walk a day in your associates’ shoes,

even if you’ve never done their jobs before.

It will give you better context and will show

you take your role seriously. If you can’t live

up to your own expectations, how can you

expect anyone else to?


9. Admit your mistakes. If you screwed up,

or if you set an unrealistic expectation, own up to

it. Simple, yet rarely done in corporate America.

It will have the added benefit of giving your team

comfort that they can come forward when they

make mistakes, too.

10. Update the work environment. Keep your workplace current for the talent

you’re trying to attract. This might mean you’re

in a sharp office in the heart of downtown or

a smaller building in the suburbs for a shorter

commute. It might mean reviewing policies (No

Facebook at work? Really?), benefits, and culture

along with the nuts and bolts of furnishings and

fixtures. Company dynamics change; your

The most recruiter-proof candidates work for

organizations that abide by these coaching tips.

Implementing these low-cost, easy-to-adopt ideas can

save your organization thousands in recruitment and

onboarding costs. The market has turned in favor of

the all-stars. There’s always room in the budget for top

talent, so don’t give yours a reason to be a free agent.

Stacy Kelly is a manager/financial recruiter with Baker Tilly Search & Staffing, LLC in Milwaukee. Contact her at [email protected] or 414-777-5347.

location and environment might need to as well.

Include your staff when deciding what needs

to change to give your workplace a makeover;

they will be much more likely to embrace the

changes.


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[tax] tax planning

BY ERIC T. JOHNSON

EXAMINING THE

AMERICAN TAXPAYER RELIEF ACT OF 2012


THE TAX LAW HAS CHANGED ONCE AGAIN,

but this time with greater permanency than the extensions that Congress cobbled together

over the past six or seven years. Whatever the substantive merits or demerits of the

legislation, the American Taxpayer Relief Act of 2012 has at least created a stable tax environment.

To change the tax law, Congress now would have to pass something affirmatively, and the financial

services professionals have witnessed for themselves the difficulty of the current political climate.

Planning—at least planning without the

hedges and contingencies or short-term

horizon—is once again possible, and there are

a number of issues that must be considered on

behalf of clients. For most taxpayers, the rules

that emerged from the tax laws passed at the

beginning of the 21st century have been made

permanent. But for other taxpayers—loosely

described as wealthy—there are changes,

which they and their advisors must take into

account.

While the tax rate structure familiar to

accountants over the past 10 years has been

retained, new after a 12-year absence is a

highest 39.6-percent tax rate applicable to

wealthy taxpayers as so defined. Wealthy

taxpayers are those with taxable income

in excess of $400,000 for single taxpayers,

$425,000 for heads of household, $450,000 for

married taxpayers filing jointly and $225,000

for married taxpayers filing separately. Such

taxpayers also have a 20 percent maximum tax

rate on long-term capital gains and qualifying

dividends that would otherwise be taxed in the

39.6 percent bracket. A marriage penalty arises

because the place where this bracket begins

for a married filing jointly is only 12.5 percent

higher than where the bracket for an unmarried

individual begins. That marriage penalty will

also be felt in the case of personal exemptions

and itemized deductions. The cutbacks in

such items are back in force, but only apply

to taxpayers whose AGI exceeds $250,000

($275,000 for heads of household; $300,000 for

married filing jointly; and $150,000 for married

filing separately).

Trusts and estates in many cases face higher

taxes because their 39.6 percent rate begins at

a considerably lower level of taxable income

($11,950 in 2013). Estates and trusts face a

major hurdle: capital gains are ordinarily not

included in distributable net income and

therefore cannot be distributed out to the

beneficiaries. Given the disparity as to where

the Net Investment Income (NII) tax kicks in

for individuals (beneficiaries) and fiduciaries,

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the strategy of spreading investment income

among multiple taxpayers—many or all of whom

have a significant threshold—and away from

the highly vulnerable estate or trust that has a

low threshold, is thwarted in most cases. New

trust instruments (and wills) must be written

differently than in the past in order for the trust

to avoid higher than necessary taxes on both its

ordinary income and its capital gains. Planners

must also inquire into various techniques that

might enable a reformation of current trusts that

will produce lower aggregate taxes of the entity

and its beneficiaries.

In addition, and new for 2013, are two taxes,

the first on excess earned income and the

second on net investment income. Earned

income is defined as excess if it exceeds $200,000

(unmarried taxpayer) or $250,000 for all other

taxpayers ($125,000 filing separately). This tax

does not depend on AGI or taxable income so the

tactics taken to plan for it will differ from those

of the income tax and the tax on net investment

income. This latter tax imposes an additional

tax on as much of the net investment income as

does not exceed the taxpayer’s AGI: if taxpayer

has $40,000 of net investment income but only

$10,000 of excess AGI, the tax is imposed on

$10,000, while if taxpayer has $30,000 of net

investment income and $50,000 of excess AGI,

the tax is imposed on $30,000. Planners will be

focused on controlling a taxpayer’s AGI and the

timing and character of income. The threshold

AGI above which a taxpayer has excess AGI is the

same as the limits of earned income discussed

above. Because business owners are now likely

to face increased capital gains tax and net

investment income tax, qualified small business

stock is making the C corporation more attractive

and asset sales more attractive than entity sales,

although there is some relief for sales of pass-

through entities.

The estate and gift tax reforms enacted in

2010 nominally just for 2011 and 2012 were

made permanent but at the cost of raising the

highest transfer tax rate to 40 percent. The now

permanent (and indexed) high exclusion amount

(and applicable credit amount) has a significant

impact on estate planning going forward.

Planning for the use of the applicable credit

amount has been at the heart of testamentary

estate planning. If a married couple does not take

steps to utilize the first spouse’s applicable credit

amount, it will be wasted.

As a result, estate planners would tend to

advise all of their clients with estates in excess

of $5,250,000 to plan to use the applicable

credit amount. However, this has become

more complicated due to the permanence of

8 The Bottom Line | O c t o b e r 2 0 1 3


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portability election, which can double this basic exclusion amount.

Far more important than perhaps the marital deduction is securing

the basis step-up at death. With many clients not likely to need to

avoid the federal estate tax even with full inclusion, flexibility must be

a design feature that will enable inclusion in the estate to further the

income tax purpose for appreciated assets while retaining the ability

to keep assets out of the estate should they depreciate in value.

The above topics and many more are analyzed in detail in Surgent

McCoy’s Best Income Tax, Estate Tax, and Financial Planning Ideas of

2013 seminar.

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].


[technology] software as a service

ACCOUNTING SOLUTIONS, CLOUD AND ON PREMISES

EXPLORE

BY RANDY JOHNSTON


NO ACCOUNTING SOFTWARE TREND HAS BEEN MORE INTERESTING THAN THE EVOLUTION OF SOFTWARE AS A SERVICE (SaaS) ACCOUNTING THAT BEGAN IN THE LATE 1990s AND HAS ACCELERATED IN THE LAST FEW YEARS. PRODUCTS THAT EFFECTIVELY SOLVE BUSINESS PROBLEMS FROM ENTRY LEVEL TO ENTERPRISE COMPLEXITY HAVE BEEN BUILT BY COMPETENT ENGINEERS WITH VISION.


SaaS accounting solutions run entirely in a

Web browser. They eliminate installation of local

software, or thick clients as they are sometimes

called, on the desktop. SaaS also allows upgrades

in mass inside a data center. SaaS products

provide simpler integration with other accounting

products, whether they are SaaS or desktop based.

Legacy products that run on premises or in hosted

data centers that were developed using older

technologies have found new life by adding SaaS

and mobile modules. This mixture of desktop and

SaaS, or the hybrid approach, seems to solve many

business issues with minimal disruption. We expect

continued innovation in products using the SaaS

model because it drives out so much cost on the

development and support side, and also provides

benefit to the end user.

THE CHANGE CREATES OPPORTUNITY

More new accounting products have been

developed in the last three to five years than in

the entire prior decade. In the U.S. market, there

are more than 30 SaaS accounting solutions and

about 300 traditional solutions. The products

are thoughtfully developed, have specific target

markets, well-defined capabilities, and solve

specific business problems.

Sometimes the products have been developed

by well-established publishers such as Intuit, Sage

or SAP, and other products have been developed

by start-ups such as Aplos, Monchilla or Xero. If

you believe that products that are SaaS can’t solve

your firm’s business issues, you may wind up being

sadly mistaken. Products that are quite robust

such as SAP’s Business ByDesign, NetSuite, Intacct

or FinancialForce have high-end features similar

to mid-market products of the past. Entry-level

products such as Accounting Relief, FreshBooks,

Less Accounting, QuickBooks Online, SageOne,

Wave Accounting and Xero have evolved quickly

over the last two years to become much more

robust than when they were first released. If you

FOR THE LATEST AND GREATEST IN TECHNOLOGY SOLUTIONS, JOIN RANDY’S COLLEAGUES FROM

K2 ENTERPRISES AT THE WICPA TECHNOLOGY CONFERENCE ON THURSDAY, DEC. 5 AND

FRIDAY, DEC. 6 AT COUNTRY SPRINGS HOTEL & CONFERENCE CENTER IN PEWAUKEE.


have not looked at a SaaS product within the last

six months, you can’t be sure of what the product

looks like or what it’s capable of accomplishing. For

example, QuickBooks Online has just undergone a

complete overhaul with a new look, feel and feature

set. Most vendors have updated their product to

be more mobile or tablet-friendly. The software

publishers are learning about what makes a SaaS

product easy to use and what makes them more

functional and faster. Usability features including

colors, dashboards and quick lists are all features of

the latest SaaS applications. As an interesting example

of focusing on accountant usability, Xero has the

capability to generate a financial statement package

as part of the base offering. QuickBooks Online

has banking matching feature that allows for rapid

import of electronic banking transactions as well as

classifying and reclassifying transactions in bulk.

Even traditional desktop products are now

routinely hosted in cloud data centers. Products in

this category include QuickBooks, Sage 50 (formerly

Peachtree), Sage 100 (formerly MAS 90), Open

Systems TRAVERSE, Dynamics GP and many other

mid-market products. Beyond simple hosting, these

publishers are routinely extending their product

offerings by adding a SaaS service such as Sage

Payments. A number of these products have been

mobilized by synchronizing key data into a website

and/or by creating a mobile application. Products

may be extended by adding a more sophisticated

capability such as Avalara AvaTax for sales tax

calculation and filing or Concur Small Business for

expense reporting. Also of note, these publishers

aren’t standing still. They are simplifying and

improving their products’ interfaces.

Other products are extending their capabilities by

offering SaaS enabled modules. For example, CYMA

has an extensive human resources system to support

their payroll processing that is Web-enabled and

“SaaSy.” Sage developed some of the best mobile

applications we have seen to date that integrate

into their traditional desktop offerings such as Sage

50, Sage 100, Sage 300 and Sage 500 for CRM, order

taking and dashboards.

THE RESULTSThis SaaS shift into Web and mobile by most

software publishers has provided end-users the

capabilities they need without large infrastructure

investments. More important, new capabilities can

be added for monthly fees in the $5 to $29 range per

user. Even high-end, complete SaaS solutions keep

costs below $200 per user per month.

One caution is in order. SaaS applications may

not be as sophisticated or robust as traditional

applications. You’ll need to check the capabilities

you need against the features of a new application.

However, for many users, a system that works

reliably, is quick to deploy and implement, and has

well-defined interfaces provides a solution that

will accomplish most of what is needed for most

businesses.

THE OPPORTUNITYSaaS software gives us the opportunity to 1) work

collaboratively with our clients, 2) replace aging

systems with minimal upfront capital, 3) acquire new


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capabilities by simply adding on SaaS applications

to solve specific problems, and 4) completely replace

aging systems with new systems with sufficient

capabilities.

How do these new capabilities fit into your needs

and your firm? Can you create a new, higher value-

added service with these tools? Do you have clients

that are processing accounting or payroll manually,

or with traditional desktop products or with older

generation products that should be replaced?

SaaS may not be best for every situation.

Alternatively, hosting of traditional desktop

applications can also enable collaboration. What

are your needs? Can they be met through the new

generation SaaS applications? If you haven’t looked

at accounting applications lately, you may be

surprised at how much has changed.

Randy Johnston 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].

Generational Differences in the Workplace? your multi-generational team when you attend the 2013 WICPA Fall Focus!Today, there are four generations in the workplace, with an increasing number of millennials joining the workforce daily.

Generational differences often lead to miscommunication, which can leave your team feeling frustrated. These generational differences require a high level of authentic leadership capability from today’s leaders.

Event sponsored by:

Stacey MurphyCEO, CORE

Mary TorrezPresident, CORE

We recognize the opportunity to develop authentic leaders across all industries that innovate and execute, lead and develop, increase self-awareness and leverage emotional intelligence. It’s all about high professional and high potential leaders.

We work with leaders and companies who are progressive in their business practices and recognize the value of investing in talent.

To register, visit www.wicpa.org/fallfocus2013

A light lunch will be provided at afternoon programs and breakfast will be provided at morning programs.

The Generations Drive Leadership 2.0

• Learn about the generational values, characteristics, defining events and demographics of Traditionalists, Baby Boomers, Gen Xers and Millennials.

• Engage in discussions to gain insights into generational impacts, perceptions, opportunities and challenges.

• Find out how you can maximize the performance of the different generations.

• Walk away with leadership strategies to enhance your authentic leadership capability.

Plus, meet new WICPA Board Chair Robert A. Gruber, Ph.D., CPA, CGMA and receive a brief professional issues update from WICPA President and CEO Dennis F. Tomorsky, CPA, J.D., CGMA.

Eau ClaireThursday, Sept. 12noon – 4 p.m.

MadisonFriday, Sept. 208 a.m. – noon

AppletonFriday, Oct. 11noon – 4 p.m.

BrookfieldFriday, Oct. 258 a.m. – noon

Breakfast will be provided at

morning programs and a light

lunch at afternoon programs.

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[ seminars | calendar ]

OCTDate Title PageLocationType

7 Annual Accounting & Auditing Update TAX Brookfield 34 8 Multistate Income Tax (MIT) TAX Rothschild 50 9 Multistate Income Tax (MIT2) TAX Brookfield 50 9 iPad: A Tool for Accountants (ECBP10) BP Eau Claire 21 9–11 AHI Staff Training: Beginning In-Charge (STP3A) AA Brookfield 34 10 2013 Hot Tax Topics (HOT) TAX Brookfield 50 11 2013 Fall Focus: The Generations Drive Leadership 2.0 (WFF1011) FF Appleton 15 14 Governmental Accounting & Auditing (GAU) Gov/NFP Rothschild 40 15 Frequent Frauds in Governments (FFGN) Gov/NFP Brookfield 40 16 Protecting Your Business From the “Bad Guys” (BBP10) BP Brookfield 20 16–18 AHI Staff Training: Supervisory (STP4A) AA Brookfield 34 18 iPad: A Tool for Accountants (NBP10) TGIF Green Bay 26 18 Nonprofit Governance Issues (MBP10) TGIF Madison 23 18 Advanced CFO & Controller Leadership Skills (ACCS) Mgmt Brookfield 46 23 Advanced Mergers, Acquisitions & Sales (PSAS) TAX Brookfield 50 24 Business Combinations & Consolidation (BCO) AA Brookfield 35 24 NEW! Adobe Acrobat Must-Know Features for Beginners (AAFB) IT Brookfield 43 24 NEW! Adobe Acrobat Advanced Tips, Tricks & Techniques (AAAT) IT Brookfield 43 25 NEW! Handling Government Investigations: What to do if the Government is Investigating Your Client (WSBP10) TGIF Wausau 28 25 NEW! Excel: Everything You Wanted to Know About Using Excel Pivot Tables (EXPT) IT Brookfield 43 25 NEW! Managing Your Email, Calendar & Contacts on Your Mobile Device (MMOD) IT Brookfield 44 25 2013 Fall Focus: The Generations Drive Leadership 2.0 (WFF1025) FF Brookfield 15 25 The Changing World of Internal Controls (CAAT) AA Brookfield 35 28 Tax Advisors Update (PTU) TAX Manitowoc 50 28 The Best Income Tax, Estate Tax & Financial Planning Ideas of 2013 (IEFP2) TAX Onalaska 51 28–29 AICPA’s 1040 Tax Return Workshop by Sid Kess (IITW) TAX Brookfield 51 29 Fiduciary Income Tax Returns: Form 1041 Workshop (1041) TAX Madison 51 29 NEW! Fringe Benefits: 2013-2014 (FB) TAX Brookfield 51 30 Construction Contractors Advanced Issues (CCAI) AA Brookfield 35 30 Governmental Accounting & Auditing (GAU2) Gov/NFP Onalaska 40 30 NEW! New “Repair Regs” Sec. 263 (NRR) TAX Brookfield 51 31 NEW! Advanced Estate Planning Strategies (AEPS) TAX Madison 52 31 NEW! The Statement of Cash Flows: Preparation Guidance & Presentation Illustrations (FLO4) AA Brookfield 35 31 Fair Value Accounting: Guidance for Practitioners & CPAs in Business & Industry (FAI4) AA Brookfield 36

2013

NOVDate Title PageLocationType

1 Surgent McCoy’s Audit Workshop: Best Practices in Planning & Designing a High-Quality & Profitable Audit (AWPD) AA Brookfield 36 1 NEW! Internal Controls (INCO) Mgmt Madison 46 4 OCBOA Financial Statements: Preparation & Reporting (CTB) AA Brookfield 36 4–5 NEW! Tax Staff Training: Level 2 Business (TSTB) TAX Brookfield 52 5 Internal Control: Essentials for Financial Managers, Accountants & Auditors (ICDAD) AA Brookfield 36 7 Tax Advisors Update (PTU2) TAX Onalaska 52 7–8 Tax Conference (TCB) CONF Milwaukee 55 8 How to Avoid the Biggest Overtime & Wage Payment Mistakes (NBP11) TGIF Appleton 26 11 The Best Individual Income Tax Update Course by Surgent McCoy (BITU) TAX Madison 52 11 How Good Companies Become Great (GTG) Mgmt Appleton 46 11 Accounting & Reporting Practices of Not-for-Profit Organizations (FSNPO) Gov/NFP Brookfield 40 11 Fair Value Accounting (FVA) AA Manitowoc 37 11 Financial Leadership (FL) Mgmt Appleton 47 11–12 NEW! Tax Staff Training: Level 1 Individual (TSTI) TAX Brookfield 52 12 Advanced Partnership/LLC Workshop: How to do Optional Step-Up Basis Under Section 754 & Related Provisions (APLW) TAX Madison 52

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DECDate Title PageLocationType

2 The Complete Guide to Preparing Limited Liability Company, Partnership & S Corporation Federal Income Tax Returns (PLPS) TAX Brookfield 53 2 Tax Advisors Update (PTU3) TAX Eau Claire 53 2–3 NEW! Tax Staff Training: Level 3 Advanced Issues (TSTA) TAX Brookfield 53 3 Surgent McCoy’s Handbook for Mastering Basis, Distribution & Loss Limitation Issues for S Corporations, LLCs & Partnerships (HMBI) TAX Brookfield 54 4 Debt Related Tax Issues: Foreclosures, Short Sales & Cancellation of Debt (DRTI) TAX Brookfield 54 4 Advanced OMB A-133 Issues (AOMB) Gov/NFP Brookfield 41 5 Studies on Audit Deficiencies (SAYB) Gov/NFP Brookfield 41 5–6 Technology Conference (TECH) CONF Pewaukee 55 6 TBD (MT12) TGIF Wauwatosa 24 6 Advanced Auditing of HUD-Assisted Projects (EO-AHUD) Gov/NFP Brookfield 42 9 Governmental Accounting & Auditing (GAU3) Gov/NFP Neenah 42 10 Governmental Accounting & Auditing (GAU4) Gov/NFP Brookfield 42 10–11 Accounting & Auditing Workshop (AAUW) AA Brookfield 38 11 Wisconsin Department of Revenue Update (ECBP12) BP Eau Claire 22 11 Construction Contractors: Special Tax & Accounting Considerations (CCST) TAX Madison 54 11 Chief Financial Officer (CFO) Mgmt Brookfield 47 12 Ethics & Sustainability (ES) Ethics Brookfield 39 12 Lean Accounting (LA) Mgmt Brookfield 47 12 Auditing Defined Contribution Plans (AEMP) AA Brookfield 38 12–13 2013 Corporate Income Tax Boot Camp by Sid Kess (CITW) TAX Rothschild 54 13 NEW! Wisconsin Department of Revenue Update (WSBP12) TGIF Wausau 28 13 Tax-Smart Retirement Strategies (MBP12) TGIF Madison 23 13 Corporate Finance Check-Up (CFC) Mgmt Brookfield 47 16 Sage 50/Peachtree Accounting Software: Managing Businesses More Effectively (PAS2) IT Onalaska 45 17 QuickBooks Advanced Features, Tools & Techniques (ADQ) IT Madison 45 18 Individual Income Tax Update (NBP12) TGIF Green Bay 26 18 The Investment Process: Basics for the CPA (BBP12) BP Brookfield 21 19 Tax Advisors Update (PTU4) TAX Brookfield 54

NOVDate Title PageLocationType

12 Detecting Misstatements: Risk Assessment (DEMI) AA Brookfield 37 12 Nonprofit Auditing & Accounting Update (NAU) Gov/NFP Green Bay 40 12 Only Financial Officer (OFO) Mgmt Appleton 47 12 Revenue Recognition: Getting the New Standard Right (RRNS2) AA Neenah 37 13 Wisconsin Department of Revenue Update (LCBP11) BP Onalaska 22 13 Communicate at Ground Level: How to Simplify Your Communication & Get Your Message Heard (BBP11) BP Brookfield 20 14 Latest Developments in Government & Nonprofit Accounting & Auditing (GNAA) Gov/NFP Madison 41 14 Accounting & Reporting for Not-for-Profits: Issues & Answers (ARNP) Gov/NFP Brookfield 41 14 The Ultimate Employee Handbook: Suggestions for Creating a Valuable Personnel Policy Manual (LE11) BP Brookfield 20 15 Cloud Computing With the New Microsoft Office (MBP11) TGIF Madison 23 15 Latest Developments in Nonprofit Accounting & Auditing (NPAA) Gov/NFP Brookfield 41 15 Investment Process Basics Including Economic & Portfolio Management Theory Refreshers for the CPA (MT11) TGIF Wauwatosa 24 18 Loscalzo’s Disclosure: The Key to Financial Statements (DKFS) AA Brookfield 37 19 NEW! Loscalzo’s Lease Accounting in Transition (LAT) AA Brookfield 38 19 Accounting, Auditing & Financial Management Conference (AAFM) CONF Pewaukee 55 20 Surgent McCoy’s Federal Tax Camp (SATC) TAX Rothschild 53 20 NEW! Contracts in the Real Business World (CRBW) Consult Brookfield 39 20 2013 Annual Review of Valuation Cases & Hot Issues (ARBV) Consult Brookfield 39 21 NEW! Ben Wright’s Practical Business Law for 2013 (PBL) Consult Brookfield 39 21 Sage 50/Peachtree Accounting Software: Managing Businesses More Effectively (PAS) IT Brookfield 44 21–22 AICPA’s 1040 Tax Return Workshop by Sid Kess (IITW2) TAX Rothschild 53 22 NEW! Ben Wright’s Email, Record Retention, Destruction & Security for 2013 (DRD) IT Brookfield 44 22 NEW! Top Accounting Solutions (TAS) IT Brookfield 44

[ www.wicpa.org/register ]

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[ seminars | calendar ][ seminars | calendar ]

FEBDate Title PageLocationType

MARDate Title PageLocationType

APR Date Title PageLocationType

MAY

Date Title PageLocationType

JUNEDate Title PageLocationType

7 NEW! Cloud Computing With the New Microsoft Office (WSBP02) TGIF Wausau 28 7 Estate Plan Life Insurance (NBP02) TGIF Green Bay 27 12 Hot IT Risks in 2014: Be Aware or Beware! (ECBP02) BP Eau Claire 22 14 TBD (MBP02) TGIF Madison 23 14 Voice of the Employee & Performance Reviews (MT02) TGIF Wauwatosa 25 19 The Strategic Case for Emerging Market Equities (BBP02) BP Brookfield 21

7 Management Fraud: War Stories From the Front (NBP03) TGIF Appleton 27 12 The Benefits of Cloud Computing (LCBP03) BP Onalaska 22 12 TBD (BBP03) BP Brookfield 21 14 Investment Process Basics Including Portfolio Management Theory Refresher for the CPA (MBP03) TGIF Madison 23 14 Trust Planning in a Post Estate Tax World (MT03) TGIF Wauwatosa 25 17 Only Financial Officer (OFO2) Mgmt Brookfield 48 18 Financial Management Skills (FMS) Mgmt Brookfield 48 19 NEW! Money Talks! Critical Presentation & Communication Skills for the Finance Professional (LMTC) Mgmt Brookfield 49

2 QuickBooks for Accountants (QBP) IT Manitowoc 45 3 NEW! Excel PivotTables for Accountants (EPT) IT Brookfield 45 9 The Benefits of Cloud Computing (ECBP04) BP Eau Claire 22 16 Voice of the Customer (BBP04) BP Brookfield 21 18 Handling Government Investigations: What to do if the Government is Investigating Your Client (MBP04) TGIF Madison 24 18 Chaos vs. Order: Designing an Effective Incident Management Program (NBP04) TGIF Green Bay 27 18 Lost Profits & Common Mistakes (MT04) TGIF Wauwatosa 25 21 Chief Financial Officer (CFO2) Mgmt Rothschild 49 24 Annual Update for Controllers (SKSB2) Mgmt Appleton 49 29 NEW! Relationships Built on Trust or Mistrust? How to Foster Superior Employee Performance (LRBO) Mgmt Brookfield 49

9 Investment Process Basics Including Economic & Portfolio Management Theory Refreshers for the CPA (NBP05) TGIF Appleton 27 14 Why Every Business Needs a Buy-Sell Agreement (LCBP05) BP Onalaska 22 14 Handling Government Investigations: What to do if the Government is Investigating Your Client (BBP05) BP Brookfield 21 16 NEW! Retirement Plans: Maximize Benefits Available Through Plan Design (WSBP05) TGIF Wausau 28 16 Why Every Business Needs a Buy-Sell Agreement (MBP05) TGIF Madison 24 16 Create a Culture of Employee Engagement (MT05) TGIF Wauwatosa 25 20 NEW! They Don’t Eat Their Young, do They? How to Work With Difficult People! (LTDE) Mgmt Brookfield 49

26 Audits of 401(k) Plans (AFKP) AA Brookfield 38

2014

JANDate Title PageLocationType

3 Individual Income Tax Update (MBP01) TGIF Madison 23 8 Individual Income Tax Update (LCBP01) BP Onalaska 22 10 Hot IT Risks in 2014: Be Aware or Beware! (NBP01) TGIF Appleton 26 10 Individual Income Tax Update (MT01A) TGIF Wauwatosa 25 14 NEW! Advanced Business Law for CPAs (ABLT) Mgmt Green Bay 47 15 Individual Income Tax Update (ECBP01) BP Eau Claire 22 15 No Nonsense Retention (BBP01) BP Brookfield 21 17 Individual Income Tax Update (MT01B) TGIF Brookfield 25 21 MBA in a Day (MBAD) Mgmt Brookfield 48 28 NEW! The Complete Controller: Five Heroic Skills to Transform the Accounting Team (LCCH) Mgmt Brookfield 48 29 NEW! Do You Suffer From Bureaucracy or Turf Wars? How to Eliminate Them From Your Culture (LDYS) Mgmt Brookfield 48

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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)

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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

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or disability. _______________

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Registration FORM

two CPE e-newsletters.Watch your email box for our

AlternativesMY CPE

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ConnectionsMY CPE

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EventGreen

GreenSession

[ www.wicpa.org/register ]

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Law & Employment Breakfast Programs These quarterly programs feature various human resources, law and employment topics. The programs occur at the WICPA Professional Development Center in Brookfield. Registration and a networking breakfast begin at 7 a.m., followed by the presentation and Q&A from 7:30 – 9 a.m.

PRESENTER: John J. Kalter, J.D., Shareholder, Labor & Employment Law Practice Group, Godfrey & Kahn, S.C.

CPE credit: 2 hours

Fee: $35 member/$45 nonmember

Nov. 14

The Ultimate Employee Handbook: Suggestions for Creating a Valuable Personnel Policy Manual (LE11)

An employee handbook can be a valuable tool for an employer in several ways:

• Orienting new employees.

• Providing consistent guidanceabout company personnel policiesand expectations to new andexperienced employees.

• Protecting the employer fromemployee lawsuits.

• Serving as a cornerstone inbuilding each employee’s sense ofidentity with the company.

• Selling the business as an excellentplace to work.

This presentation will explore techniques for drafting employee handbooks, the basic content and organization, mandatory provisions and all-important disclaimers.

Brookfield Breakfast ProgramsThese programs feature various topics and occur one Wednesday a month, September through May at the WICPA Professional Development Center in Brookfield. 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


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

Oct. 16

Protecting Your Business From the “Bad Guys” (BBP10)

Steve Donovan, Vice President & District Sales Manager, U.S. Bank

Kelly King, Fraud Investigator, U.S. Bank

Rick Rodriguez, Treasury Management Specialist, U.S. Bank

By attending this breakfast program, you’ll learn how to keep your organization safer from fraud. The presenters will cover why and how fraud occurs, touching on workplace and check fraud, while providing examples of various fraud activities. Be the hero in your office by catching when and if the “bad guys” strike!

Nov. 13

Communicate at Ground Level: How to Simplify Your Communication & Get Your Message Heard (BBP11)

John Rutkiewicz, Managing Director, Living As A Leader

Too often, the ways that we communicate interpersonally create the very blocks

Breakfast Programs, TGIF for CPAs & Brown Bag LunchesWant 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, TGIF, and brown bag

lunches throughout the state for

CPAs and business professionals.

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

Click on the program title to register now!

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the other side of the fence. The comments will enlighten participants so they can take a critical look at the employee retention profess in their organizations both strategically and tactically.

Feb. 19

The Strategic Case for Emerging Market Equities (BBP02)

Kevin M. Reardon, CFP, President and Owner, Shakespeare Wealth Management, Inc.

The world is shrinking, and the United States no longer holds the key to all great investment opportunities. Join Kevin Reardon for this informative presentation as he dissects the growing, emerging market economies, explains the opportunities that exist and describes ways to invest in these emerging markets.

March 12

TBD (BBP03)

April 16

Voice of the Customer (BBP04)

Michael Nottoli, Partner, Accounting Information Solutions, Ltd.

Profitable growth comes from developing highly satisfied customers who promote your product within their circle. In this seminar we’ll show you how a “voice of the customer” program can benefit your organization. You’ll learn the difference between customer satisfaction and customer loyalty, how to drive customer loyalty, how Net Promoter Score tracks customer loyalty and how to incorporate this program into your business.

May 14

Handling Government Investigations: What to do if the Government is Investigating Your Client (BBP05)

Patrick S. Coffey, Attorney, Whyte Hirschboeck Dudek S.C.

Daniel B. Geraghty, Attorney, Whyte Hirschboeck Dudek S.C.

Two experienced attorneys will lead you through the correct way to handle government investigations on your client. Topics will include how to respond to subpoenas Fifth Amendment issues, along with how to deal with revenue agents and respond to information document requests.

Eau Claire & LaCrosse Breakfast Programs These programs occur 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.

The January programs are 8 a.m. – Noon and include a Master Tax Guide.

CPE credit: 2 hours (January programs 4 hours)

Individual program: $40 member/$45 nonmember (January program $99 member/$129 nonmember and includes a Master Tax Guide)

Oct. 9 (The Plaza Hotel, Eau Claire)

iPad: A Tool for Accountants

(ECBP10)

Cindy Prindle, MCAS, Training & Professional Development Manager, Hawkins Ash CPAs

There are so many applications available from the Apple App Store that it’s often difficult to discern which ones work best. You will be guided through an app journey that will explore four different segments of software written for the iPad, including cloud storage options, productivity tools, social networking channels

to communication that we and others find so frustrating. For example, we may communicate assumptions rather than facts, talk around issues to avoid confronting reality, we may withhold information to maintain our power, or we use language against others to preserve our power. Unfortunately, none of these communication practices do much toward serving our business and personal relationships.

Examine how our mind-sets, emotions and human psychological wiring impact our effectiveness as communicators. Participants are also introduced to simple techniques for creating clearer and more effective communication with the important people in our lives, especially when emotions are running high.

Dec. 18

The Investment Process: Basics for the CPA (BBP12)

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

This program provides a foundation for the CPA when establishing a suitable portfolio for a client. Tools to determine a client’s specific circumstances, including their investment objective, anticipated investment horizon and their tolerance for risk will be discussed in detail.

Jan. 15

No Nonsense Retention (BBP01)

Jeff Kortes, Human Resource Professional, Trainer, & Consultant, Human Asset Management LLC

Based on his book, “Employee Retention Fundamentals…No Nonsense Strategies to Retain Your Best People,” Jeff provides a glimpse into what motivates solid performers to consider leaving their employers and what gets them thinking that “the grass is greener: on

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and a miscellaneous category of apps that will interest you and increase your productivity using your iPad while on the job.

Nov. 13 (Stoney Creek Inn, Onalaska) Dec. 11 (The Plaza Hotel, Eau Claire)

Wisconsin Department of Revenue Update (LCBP11) & (ECBP12)

Vicki Gibbons, CPA, Deputy Administrator of the Department of Revenue’s Income, Sales and Excise Tax Division

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 filing season.

Jan. 8 (Stoney Creek Inn, Onalaska) Jan. 15 (The Plaza Hotel, Eau Claire)

Individual Income Tax Update (LCBP01) & (ECBP01)

8 a.m. – Noon


Brad McGuire, Senior Manager, Baker Tilly Virchow Krause, LLP (La Crosse)

Wayne Schiferl, Tax Partner, Baker Tilly Virchow Krause, LLP (Eau Claire)

Whether you’re preparing 80 client returns or just your own, join us for a fast-paced review of legislative changes, practical advice for forms and procedures and tax tips before you head into tax season. Program includes Master Tax Guide.

Feb. 12 (The Plaza Hotel, Eau Claire)

Hot IT Risks in 2014: Be Aware or Beware! (ECBP02)

Paul Rozek, MPM, Associate Director of Risk Services, Schenck SC

Every year the Audit Director Roundtable™ gathers data from its members through discussions, surveys, audit planning documents, and secondary sources to determine trends in emerging risk areas that internal audit departments should focus on over the next six to 12 months. The results are top-of-mind issues for boards, audit committees, and executives, and are also areas in which changing business circumstances have triggered fresh attention. This non-technical and interactive session will provide you with insights on a number of hot IT risks in business today.

Attendees will learn how to determine the impact of that risk on his or her firm, be able to articulate common concerns to management, see examples of audit processes to help evaluate controls that may mitigate the risk, and obtain Internet resources for future and more detailed research, awareness, and guidance.

March 12 (Stoney Creek Inn, Onalaska) April 9 (The Plaza Hotel, Eau Claire)

The Benefits of Cloud Computing (LCBP03) & (ECBP04)


Join Microsoft Certified Applications Specialist Cindy Prindle, who will help you understand and explore the world of cloud computing. Observe several examples of cloud computing that are available such as Google Docs, You Tube, online storage applications and a variety of other miscellaneous tools.

May 14 (Stoney Creek Inn, Onalaska)

Why Every Business Needs a Buy-Sell Agreement (LCBP05)

Sverre Roang, Shareholder, Whyte Hirschboeck Dudek S.C.



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Every closely held business with more than one owner should have a buy-sell agreement. Whatever the form of the entity, these agreements can handle everything from proper allocation of profits and losses to the day-to-day management of the company to the death of an owner. This session will work through the key components of a buy-sell and why every business should have one in place.

Madison TGIF for CPAs These monthly programs feature various topics and 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).

Oct. 18

Nonprofit Governance Issues (MBP10)

Doug A. Pessefall, Shareholder, Whyte Hirschboeck Dudek S.C.

Governance is the key to a successful nonprofit, whether from a mission,

tax, or other perspective. As nonprofit organizations grow in number, size and importance throughout Wisconsin and the nation, the focus of regulators and tax authorities will continue to be on the central role played by governance. This course will highlight current nonprofit governance issues and best practices.

Nov. 15

Cloud Computing With the New Microsoft Office (MBP11)

Daniel Petersen, Business Management Solution Specialist, Applied Tech Inc.

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 the things you need to get things 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 versus operating expenses, reduced infrastructure costs and automatic upgrades.

Dec. 13

Tax-Smart Retirement Strategies (MBP12)

Kevin M. Reardon, CFP, President, Shakespeare Wealth Management, Inc.

Baby boomers are living longer, and given the demise of traditional pension plans and a hit to 401(k) balances over the last decade, many boomers are searching for ways to prolong their careers and ease into retirement. Take an in-depth look at the issues facing boomers and potential solutions to the challenges they face. Also review the tax treatment of different investments accounts and investment products in lieu of the income tax code and come up with strategies to minimize taxes and maximize savings.

Jan. 3

Individual Income Tax Update (MBP01), (MT01A) & (MT01B), (NBP12)

8 a.m. – Noon


June Norman, CPA, 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) a little less overwhelmed by all we need to know (b) like you are not alone in your confusion (c) invigorated for the tax season ahead (d) all of the above! The program includes a Master Tax Guide.

Feb. 14

TBD (MBP02)

March 14

Investment Process Basics Including Portfolio Management Theory Refresher for the CPA

(MBP03)


This program provides CPAs with a foundation for establishing a suitable portfolio for a client. Tools to determine a client’s specific circumstances, including investment objective, anticipated investment horizon and tolerance for risk will be discussed in detail. In addition, this presentation will explore the uses and applications of Portfolio Management Theory.

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April 18

Handling Government Investigations: What to do if the Government is Investigating Your Client (MBP04)

Patrick S. Coffey, Attorney, Whyte Hirschboeck Dudek S.C.

Daniel B. Geraghty, Attorney, Whyte Hirschboeck Dudek S.C.

Two experienced attorneys will lead you through the correct way to handle government investigations of your client. Learn how to respond to subpoenas Fifth Amendment issues along with how to deal with revenue agents and respond to information document requests.

May 16

Why Every Business Needs a Buy-Sell Agreement (MBP05)

Sverre Roang, Shareholder, Whyte Hirschboeck Dudek S.C.

Every closely held business with more than one owner should have a buy-sell agreement. Whatever the form of the entity, these agreements can handle everything from proper allocation of profits and losses to the day-to-day management of the company to the death of an owner. This session will work through the key components of a buy-sell and why every business should have one in place.

Milwaukee TGIF for CPAs These monthly programs feature various topics and occur 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 programs, one at the Crowne Plaza and the other at Brookfield Suites in Brookfield, are from

8 a.m. to 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).

Nov. 15

Investment Process Basics Including Economic & Portfolio Management Theory Refreshers for the CPA (MT11)


This program provides CPAs with a foundation for establishing a suitable portfolio for a client. Tools to determine a client’s specific circumstances, including their investment objective, anticipated investment horizon and their tolerance for risk will be discussed in detail. In addition, this presentation will provide practical and useful information, including where to get regular, key information to anticipate trends in the economy and how to interpret the data. We will discuss both global and domestic economies, including a basic understanding of the business cycle and the uses and applications of Portfolio Management Theory.

Dec. 6

TBD (MT12)



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Jan. 10 (Crowne Plaza Hotel, Wauwatosa) Jan. 17 (Brookfield Suites Hotel, Brookfield)

Individual Income Tax Update (MBP01), (MT01A) & (MT01B), (NBP12)

8 a.m. – Noon




Feb. 14

Voice of the Employee & Performance Reviews (MT02)

Michael Nottoli, Partner, Accounting Information Solutions, Ltd.

Managers and staff are united in their dislike for the annual performance review process. It’s too hard for often empty results. The paradox is that they can be the most effective tool for communicating and reinforcing participation in an organization’s goals and objectives. We’ll teach you how to make these reviews more effective and even fun! This topic goes hand-in-hand with understanding how strategy and planning can be much more productive when the “voice of the employee” is incorporated. When implemented correctly, these programs improve job satisfaction and retention and have a direct impact on the organization’s ability to execute.

March 14

Trust Planning in a Post-Estate Tax World (MT03)

Mark J. Rogers, Partner, Angermeier & Rogers, LLP

Non-tax uses in trust planning have now moved front and center. Some trust applications can provide effective, but not always obvious, solutions for client concerns involving family wealth transfers. Wisconsin families will now be looking to trust planning to maintain maximum control of their assets, give what they have to whom they want, when they want and how they want, while avoiding the hassles and uncertainties of probate court oversight. Trusts may also provide beneficiaries protection from creditors, lawsuits, the effects of failed marriages, and asset spend down required by government benefit programs. Join us for this engaging and informative presentation.

April 18

Lost Profits & Common Mistakes (MT04)

Scott Shaffer, CPA, CFE, Forensic & Valuation Services Wisconsin Practice Leader, Grant Thornton LLP

One of the most common methods in recovering financial damages is lost profits. You will study an actual case that went to trial and learn about the legal underpinnings of lost profits, how to compute them and the mistakes to avoid.

May 16

Create a Culture of Employee Engagement (MT05)

Aleta Norris, Partner, Impact Consulting Group, LLC and Living As A Leader

Let’s take a look at why engagement matters:

• Disengaged employees cost U.S.companies more than $300 billion inproductivity losses annually.

• Recent research shows that only31% of employees are engaged.

• More than 66% of managers whoare motivated and engaged showedincreased levels of productivity.

You will grasp this topic of employee engagement, including what it is and why it is important. Take advantage of the opportunity to assess your own individual level of engagement, and explore a high-level look at six ways to foster engagement around you. Plan to leave with a few tips and strategies you can apply immediately.

Northeast TGIF for CPAsThese monthly programs feature various topics and occur September through May, alternating between the Schenck offices located 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 RadissonHotel in Green Bay. This program includes a Master Tax Guide.

CPE credit: 3 hours (December program: 4 hours)

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!) Must contact WICPA CPE department to receive discount.

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Oct. 18 Schenck SC, 2200 Riverside Drive, Green Bay

iPad: A Tool for Accountants (NBP10)


There are so many applications available from the Apple App Store that it’s often difficult to discern which ones work best. You will be guided through an app journey that will explore four different segments of software written for the iPad including cloud storage options, productivity tools, social networking channels and a miscellaneous category of apps that will interest you and increase your productivity using your iPad while on the job.

Nov. 8 Schenck SC, 200 E. Washington St., Appleton

How to Avoid the Biggest Overtime & Wage Payment Mistakes (NBP11)

John Gardner, Labor & Employment Attorney, DeWitt Ross & Stevens S.C.

Scott Paler, Labor & Employment Attorney, DeWitt Ross & Stevens S.C.

Most legal experts would agree that wage and hour lawsuits present one of the greatest employment law risks to companies today. This seminar will analyze recent trends and provide concrete tips for avoiding the most common wage and hour mistakes. It will answer questions such as what types of positions are often misclassified as exempt from overtime, what types of mistakes do companies frequently make in calculating overtime rates, how can a company get the most bang for its buck in conducting a wage and hour audit, and much more.

Dec. 18 Radisson Hotel, Green Bay Individual Income Tax Update (NBP12)

8 a.m. – Noon




Jan. 10 Schenck SC, 200 E. Washington St., Appleton

Hot IT Risks in 2014: Be Aware or Beware! (NBP01)


Every year the Audit Director Roundtable™ gathers data from its members through discussions, surveys, audit planning documents, and secondary sources to determine trends in emerging risk areas that internal audit departments should focus on over the next six to 12 months. The results are top-of-mind issues for boards, audit committees, and executives, and are also areas in which changing business circumstances have triggered fresh attention. This non-technical and interactive session will provide you



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with insights on a number of hot IT risks in business today. Attendees will learn how to determine the impact of that risk on his/her firm, be able to articulate common concerns to management, see examples of audit processes to help evaluate controls that may mitigate the risk, and obtain Internet resources for future and more detailed research, awareness, and guidance.

Feb. 7 Schenck SC, 2200 Riverside Drive, Green Bay

Estate Plan Life Insurance (NBP02)

Robert A. Mathers, Shareholder, Davis & Kuelthau, S.C.

Glenn Nelson, CLU, ChFC, Financial Advisor, Independence Financial LLC

Michael L. Scott, CLU, CFP, Financial Advisor, Independence Financial LLC

Estate plan life insurance may die before your client does. The combination of our extended low interest rate environment, volatile stock market, financial downgrades of various insurance companies and declining dividend scales has created the perfect storm for estate planning life insurance policies that may now be on a course for failure. Due to lack of due diligence, the failures are largely going undetected until it is too late to act.

Trustees are often unknowingly subject to fiduciary liability regarding the monitoring of trust owned life insurance. Studies have found that more than 70% of trustees do not have a process for reviewing the policies that are in trouble. We will discuss the steps trustees need to take to reduce their liability and how to correct and improve policies that are otherwise on course for failure.

March 7 Schenck SC, 200 E. Washington St., Appleton

Management Fraud: War Stories From the Front (NBP03)

Scott Shaffer, CPA, CFE, Forensic & Valuation Services Wisconsin Practice Leader, Grant Thornton LLP

The 2012 Association of Certified Fraud Examiners Report to the nation has estimated that the typical organization loses 5 percent of its revenues to fraud each year. Applied to the estimated 2011 Gross World Product, this figure translates to a potential projected global fraud loss of more than $3.5 trillion. Whether it’s asset misappropriation, corruption or fraudulent financial statements, you will hear actual cases that have occurred and learn about the pitfalls to avoid when performing fraud investigations.

April 18 Schenck SC, 2200 Riverside Drive, Green Bay

Chaos vs. Order: Designing an Effective Incident Management Program (NBP04)


Who really thinks about it until that incident happens to you? When it does, will your management immediately look for someone to blame? This non-technical session will provide invaluable resources and insights about intrusion detection, incident response, and incident management programs that you can take back and deploy within your companies. Because practice makes perfect, the session will include an interactive role-playing exercise. You will work in teams, consider the pressure of dealing with an all too common type of IT incident, and gain knowledge from your peers relative to their industry practices.

May 9 Schenck SC, 200 E. Washington St., Appleton

Investment Process Basics Including Economic & Portfolio Management Theory Refreshers for the CPA (NBP05)


This program provides CPAs with a foundation for establishing a suitable portfolio for a client. Tools to determine a client’s specific circumstances, including investment objective, anticipated investment horizon and tolerance for risk will be discussed in detail. In addition, this presentation will provide practical and useful information including where to get regular, key information to anticipate trends in the economy and how to interpret the data. We will discuss both global and domestic economies, including a basic understanding of the business cycle and the uses and applications of Portfolio Management Theory.

NEW! Wausau TGIF for CPAsThis new breakfast program offers four different Friday morning presentations featuring various topics during the months of October, December, February and May. 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 from8 – 10 a.m.

CPE credit: 2 hours

Individual program: $40 member/$45 nonmember

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Oct. 25

Handling Government Investigations: What to do if the Government is Investigating Your Client (WSBP10)

Patrick S. Coffey, J.D., Attorney, Whyte Hirschboeck Dudek S.C.

Daniel B. Geraghty, J.D., Attorney, Whyte Hirschboeck Dudek S.C.

Two experienced attorneys will lead you through a presentation on what to expect and how to deal with investigations of your client from various government agencies. Learn how to respond to Subpoenas Fifth Amendment issues along with how to deal with revenue agents, respond to information document requests, and when to hold and when to fold.

Dec. 13

Wisconsin Department of Revenue Update (WSBP12)

Vicki Gibbons, CPA, Deputy Administrator of the Department of Revenue’s Income, Sales and Excise Tax Division

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 filing season.

Feb. 7

Cloud Computing With the New Microsoft Office (WSBP02)

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 the things you need to get things 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.

May 16

Retirement Plans: Maximize Benefits Available Through Plan Design (WSBP05)

Thomas M. Krieg, CPA, Employee Benefits Partner, Wipfli LLP

This presentation will focus on plan designs commonly utilized to meet owner objectives including maximizing contributions to certain groups, reducing or eliminating the impact of contribution refunds due to failed nondiscrimination testing, benefits/drawbacks of safe harbor designs, Roth vs. pre-tax contribution options, as well as other features. We will also discuss types of plans, including SIMPLE and SEP-IRAs, and their limited flexibility in achieving owner objectives.

For more information about

your CPE requirement, visit

www.wicpa.org/CPE.

The current reporting period ends Dec. 31, 2013!

Have you met your 3-year CPE requirements?


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Belong to something

Join the WICPA today! Visit www.wicpa.org/join.

more

educationrepresentation

involvement credibilityR E S O U R C E S

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Webinars & Self-study

Convenience matters.

Time matters. You matter.

That’s why we offer thousands of

webinars and self-study 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 are scheduled events.

But unlike seminars, webinars are

all from the convenience of your

computer.

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

ACPENNational experts, quality production, easy and reliable Internet delivery!

The Accounting Continuing Professional Education Network (ACPEN) is dedicated to bringing highly relevant, interactive, world-class CPE to every CPA in the most convenient and economical ways possible. ACPEN develops CPE content, manages the network, and ensures that the satellite and Internet technology is and stays at the cutting edge, for the benefit of CPAs.

ACPEN has a specialized curriculum designed for members in industry and their corporate and business employers. Whether you need technology training, management, finance, leadership, ethics, business fraud or technical training for your specific industry, like banking, farm and ranch, nonprofit or governmental, the ACPEN Industry Institute™ will provide you with an ever-expanding choice of topics designed to keep you and your company ahead of the competitive curve.

NEW! The ACPEN Signature Series™ provides CPAs and financial and tax professionals who are looking for the level, complexity and production values that have always been the hallmark of ACPEN courses. There will be nine courses, beginning May 15. Each course will provide excellent CPE to help you succeed and provide a special level of content and production that distinguishes them from other courses.

When you register for any course in the ACPEN Signature Series™ you’re guaranteed the following elements:

• The courses involve panels of four toas many as 19 presenters.

• The presenters include nationalexperts and experienced practitionerswho travel to Dallas for production.

• The panels often include presentersfrom regulatory and standard-settingorganizations such as the IRS, GASB,FASB and GAO.

• The courses take place at a world-classstudio with advanced graphics andproduction techniques, supervised andcoordinated with great care.

Make sure to watch for the 2013 ACPEN Signature Series and Banking Update Series!

Bisk CPEasy Online Value | Convenience | Experience

Don’t you wish everything was CPEasy?

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% discount!

CalCPACalCPA 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.

CPE Online


Click on vendor to see online programs!

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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 have a unique understanding of the accounting profession and offer dynamic, informative, and unique 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 Crossings Save money. Save time. Stay focused.

CPA Crossings, LLC provides an extensive catalog of live, two-hour, web-based CPE programs produced and delivered by CPA Crossings, LLC or by one of its approved developers, including Federal Tax Workshops, Executive Education, Gary Zeune and KAF Financial.

The 2013 catalog consists of more than 65 topics in the areas of technology, practice management, workflow automation, tax, ethics and accounting/auditing. Flexible scheduling provides a nice alternative to the traditional full-day educational format.

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. All of our webinars are NASBA approved. 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 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.

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.

K2 EnterprisesK2 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 literally hundreds of years of experience in helping

[ www.wicpa.org/cpeonline ]

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CPE Online


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 that of a high-quality event, that is both convenient and affordable. We look forward to help 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. The WICPA has partnered with Reinhart Boerner Van Deuren s.c. to bring you a new series of webinars, “Hot Tax Planning Issues.” This five-part series will discuss hot and critical issues, including passive vs. active income, Revenue Ruling 99-5 and 99-6, equity-based compensation alternatives, tax savings for exporters with IC-DISCs and the renewable energy credit.

• Sept. 12: Passive vs. ActiveIncome…Why it Matters (PVAI)

• Oct. 3: Rev. Rul. 99-5 & 99-6:Tax Traps, Opportunities & OpenIssues (RR99)

• Oct. 24: Mergers & Acquisitions:Equity-Based CompensationAlternatives (MAEBCA)

• Nov. 14: Tax Savings for ExportersWith IC-DISCs (TSIFE)

• Dec. 5: The Renewable EnergyCredit (TREC)

Visit www.wicpa.org/registration to find out more and register! $39 members/$49 nonmembers

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 differentone-hour topics every week, keepingyou current on hot accounting andtaxation topics. Use the promo code“WICPA” to receive $50 off of thesewebinar subscriptions!

• SP Advantage: This skills-basedsubscription features hundredsof multimedia and text-basedcourses for accounting and financepractitioners. New courses are addedregularly, and subscribers have accessto a broad library of courses.

• FMN Online: As the leading financialupdate CPE subscription program inthe industry, FMN is utilized by morethan half of Fortune 500 companiesand other leading organizations.FMN produces four new courses permonth, and subscribers have access toa complete archive of courses.

• CPA Report Online (CPAR): Anannual online CPE subscriptionprogram designed for accountants inpublic practice, CPAR delivers today’shottest topics and experts directly toyour desktop. Each month, six newprograms are added, covering currenttopics in public accounting. Onlinecourses feature streaming video,easy-to-follow course outlines, onlinetranscripts and quizzes.

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

• Government/Not-for-Profit CPAReport: Designed specificallyfor practitioners in the fields ofgovernmental and not-for-profitaccounting. Each quarter, four newcourses are added and subscribershave access to a full archive ofcourses.

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; in fact, 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 pick 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!

Click on vendor to see online programs!

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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[ seminars | program descriptions ]

Annual Accounting & Auditing Update (ACAU)

Oct. 7 | 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

Designed for accounting and auditing practitioners at all levels in both public accounting and business and industry, this course provides a comprehensive review of the new and recent pronouncements issued by the FASB, ASB and ARSC. However, not only will this course bring you up-to-date on the requirements, it also provides you with many examples and hands-on exercises to help you apply the guidance in practice. You’ll learn about the latest standards, exposure drafts, and guidance focusing on issues applicable to accountants and auditors in public accounting and private industry. This course also includes a compilation and review update and current audit risk alert overview.

Fee: $389 member/$439 nonmember$20 additional for hard copy materialsLevel of knowledge: UpdateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

AHI Staff Training: Beginning In-Charge (STP3A)

Oct. 9–11 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Brookfield

Steven D. Masur, CPA, Partner, Warady & Davis LLP

Go one step further in your career and assume higher levels of responsibility! This program provides extensive training in crucial

procedural, evaluative and supervisory areas. It will help you improve planning, review, audit and other engagement skills as well as offer techniques for effective communication with clients and colleagues. Your ability to assess risk and materiality and make non-statistical sampling decisions will greatly improve with this all-inclusive course.

Fee: $739 member/$789 nonmemberLevel of knowledge: IntermediateCPE credit: 24 hoursDeveloped by: AHI Associates

AHI Staff Training: Supervisory (STP4A)


Steve Garrett, Principal, Garrett Consulting

Because there’s always room for improvement, this program is designed for supervisors who want to build management skills. You can go from a skilled technician to a well-rounded business manager by cultivating communication skills, improving supervisory abilities, utilizing and appraising staff and becoming more accomplished at maintaining client relationships. Topics include motivation, engagement planning, staff supervision, business consulting services, time management, billing and collection. Learn how to effectively and efficiently manage engagement responsibilities, discover ways to help grow your firm and find out what’s expected of you as a supervisor.

Fee: $739 member/$789 nonmemberLevel of knowledge: AdvancedCPE credit: 24 hoursDeveloped by: AHI Associates

Accounting & Auditing

NEW! The WICPA has gone completely green for all seminars and conferences! Materials will be emailed to registrants in PDF format. The email will contain a link to download the materials. Emailed materials will be sent approximately seven days prior to each course. It is your responsibility to maintain a current email address with the WICPA. If you don’t have an email address or don’t wish to provide one, you have the option to purchase a hard copy of the materials at least one week prior to the event date for an additional $20 fee.

Purchased printed copies of the course materials will be available on the day of the program at the registration table. Walk-in registrants and those registering between one and seven days prior to the presentation date will be sent an electronic link. Extra printed copies of the course materials aren’t guaranteed to be available onsite.

In addition, Internet access isn’t guaranteed to be available onsite, so please download your materials prior to the presentation. Power strips and additional power sources for laptops, iPads and other tablet devices will be available at all locations.

GoneGreen!


Business Combinations & Consolidation (BCO)


Bruce Shepard, CPA, Prior CFO, Las Vegas Gaming, Inc.

The accounting for business combinations has changed substantially with the issuance of the recent Business Combinations guidance. CPAs working in this area need to fully grasp the effects of this guidance. This course goes beyond the “what” by using various case studies to show you “how” to implement this guidance. Learn how to apply the significant provisions of the Business Combinations guidance and tackle specific issues such as acquisition negotiations and the expanded required disclosures. You will also identify the additional internal controls and skills needed to meet the required use of fair values and various measurement and re-measurement periods. Also, explore the impact on the content, timing and method of communications to stakeholders impacted by the implementation of the Business Combinations guidance.

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

The Changing World of Internal Controls (CAAT)



It’s important to understand the major role of IT controls in the

financial reporting and management information process. You will learn to identify IT control frameworks for traditional, current and emerging IT systems such as cloud and mobile computing, and the controls that should enhance the reliability of financial and managerial reporting in these systems. Major IT controls for smaller, less complex entities will also be explored. In addition, preventive and detective controls, e-commerce, top IT technologies, and examples of control deficiencies will be addressed.

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

Construction Contractors Advanced Issues (CCAI)


Curtis Quickel, CPA, Sole Practitioner

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


NEW! The Statement of Cash Flows: Preparation Guidance & Presentation Illustrations (FLO4)

Oct. 31 | Registration 8 a.m.Program 8:30 a.m. – Noon WICPA Professional Development Center, Brookfield

Tom Snell, CPA, Sole Practitioner

From its humble beginnings way back in 1963 when the Accounting Principles Board encouraged the presentation of a funds statement, the Statement of Cash Flows has made its way to a required, critical, and often considered the most important financial statement in an entity’s financial reporting package. This course will provide you with an overall review of the authoritative literature used for preparing a statement of cash flows, FASB Accounting Standards Codification 230, and implementation guidance and real world presentation examples from published financial statements. Hands-on exercises will be used to apply the requirements and guidance which can be challenging especially in those situations when non-operating changes in assets and liabilities are involved. Disclosure requirements will also be reviewed and illustrated across a number of accounting standards.

Fee: $249 member/$299 nonmember$20 additional for hard copy materialsLevel of knowledge: BeginningCPE credit: 4 hoursDeveloped by: Surgent McCoy CPE, LLC

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[ seminars | www.wicpa.org/register ]


Fair Value Accounting: Guidance for Practitioners & CPAs in Business & Industry

(FAI4)

Oct. 31 | Registration NoonProgram 12:30 p.m. – 4 p.m. WICPA Professional Development Center, Brookfield


Fair value accounting continues to be one of the most complex and difficult areas of accounting to implement. The FASB also continues to clarify how its guidance should be applied as evidenced by the pronouncements issued over the years dealing with fair value application. This course provides a conceptual and practical review of fair value accounting in the context of FASB ASC 820, Fair Value Measurement, and its application to other U.S. accounting standards. The course shows you how to apply the process of measuring the fair value of specific assets and liabilities and includes practical examples and a case study.

Fee: $249 member/$299 nonmember$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 4 hoursDeveloped by: Surgent McCoy CPE, LLC

Surgent McCoy’s Audit Workshop: Best Practices in Planning & Designing a High-Quality & Profitable Audit (AWPD)

Nov. 1 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Brookfield


Correct application of the recently enhanced generally accepted auditing standards should result in more effective (and, surprisingly, in some cases more efficient) audits. When designing your audit plan, how and where you decide to spend your time

is largely a matter of professional judgment.

With an increased focus on minimizing the risk that auditors will fail to detect material misstatement due to either fraud or error in financial statements, it’s more important than ever that accountants challenge what they’re doing on audits and why. Critically rethinking how you plan and design your audit not only ensures that you are doing an effective audit, but often has the added benefit of discovering ways to improve efficiency!

The proven tips and techniques taught in this course will enhance quality and help you manage profitability on all of your audit clients, covering topics relevant to for-profit business enterprises, nonprofits and local governments.

Fee: $389 member/$439 nonmember$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

OCBOA Financial Statements: Preparation & Reporting (CTB)


James Brown, CPA, CGFM, Partner, National Office, BKD, LLP

This course provides the practical information you need to prepare and report on financial statements properly and efficiently presented in accordance with Other Comprehensive Bases Of Accounting (OCBOA). This course explains which bases of accounting are acceptable, which financial statements should be presented, and which disclosures are required. This course also provides guidance and examples of audit, compilation and review reports and procedures when financial statements are presented in accordance with OCBOA.

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

Internal Control: Essentials for Financial Managers, Accountants & Auditors (ICDAD)



Managers, supervisors and accountants in business, government or nonprofits are unable to identify their departmental policies and procedures that function as the primary controls against errors and fraud. Additionally, auditors performing field work may be confused about how to interpret and evaluate management’s documentation of accounting processes and controls. Neither party may truly understand how their duties differ.

This course gives you a solid understanding of systems and control documentation. After an overview of the latest COSO guidance on the components and principles of effective internal control, you’re introduced to basic tools used to document an effective accounting process. Identify the risks of errors and fraud in the accounting system, the key controls and weaknesses of compensating controls.

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


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Fair Value Accounting (FVA)

Nov. 11 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Holiday Inn, Manitowoc

Chris Rouse, CPA, Principal, Windham Brannon, P.C.

Fair value accounting has reshaped traditional financial statements. Gain insights into the conceptual and practical reasons for using fair value as the measurement attribute for existing accounting standards. Learn about the issues that arise when fair value measurement is implemented under existing FASB standards and see examples of these issues. In addition, see presentations of the measurement and estimation challenges that confront preparers and auditors in making, and attesting to, fair value measurements. This course enables you to explain key terms in fair value guidance, identify and apply key aspects of the fair value option, and determine when FASB guidance and interpretations require measurement of assets or liabilities at fair value.

Fee: $399 member/$449 nonmember$30 AICPA member discount$40 early bird discount if registered and paid by Oct. 11$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: AICPA

Detecting Misstatements: Risk Assessment (DEMI)


Chris Rouse, CPA, Principal, Windham Brannon, P.C.

Taking an integrated audit approach to misstatements, including material misstatements arising from fraud or errors, is essential to improving overall audit quality and effectiveness. Too often, auditors

fail to read the caution signals that require a unique response to the risk of material misstatement arising from fraud or unintentional error. The most likely consequence of ignoring the signals is audit failure.

Learn how to integrate your audit approach for assessing the risks of material misstatements arising from unintentional errors with those arising from fraud. This course helps you to explain and determine risk assessment standards for specific situations, conduct more effective brainstorming sessions, recognize high risk caution signals, and develop an overall approach for assessing and responding to risks.


NEW! Revenue Recognition: Getting the New Standard Right (RRNS2)

Nov. 12 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Best Western, Neenah

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

Despite the robustness of revenue recognition procedures performed in every financial statement audit, revenue recognition has been the cause of audit failures and a means of hiding corporate abuse and fraud for many years. The new standard on revenue recognition, currently expected to be issued by the second quarter of 2013, is expected to create a single standard for all industries and converge the standards of U.S. GAAP and IFRS.

This standard has the potential to affect every entity’s day-to-day accounting as well as business

contracting processes. While the revenue recognition standard is expected to be effective for annual periods beginning on or after Jan. 1, 2017, the process of gaining an understanding of the changes and preparing for them begins now! This course will provide the necessary tools to understand what has changed and how to work with the new concepts and principles of revenue recognition. In addition, through practical examples allowing you to contrast the effects of alternative contract terms, this course will assist you in identifying implementation hurdles and avoiding revenue recognition traps.


Loscalzo’s Disclosure: The Key to Financial Statements (DKFS)


Mark Mishler, CPA, CMA, Senior Vice President, Breeze–Eastern

Keep your professional reputation stellar by making sure your financial statements are up-to-speed. This course will explain and illustrate disclosure requirements, clear up misconceptions on practice problems such as fair value and correct disclosure deficiencies most frequently cited by peer reviewers.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Oct. 18$20 additional for hard copy materialsLevel of knowledge: BeginningCPE credit: 8 hoursDeveloped by: Loscalzo Associates, Ltd.

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[ seminars | program descriptions]

NEW! Loscalzo’s Lease Accounting in Transition (LAT)


Mark Mishler, CPA, CMA, Senior Vice President, Breeze–Eastern

New FASB standards will profoundly change the way that lessors and lessees account for leases under U.S. GAAP. While current lease accounting and reporting standards remain in effect, CPAs and other accounting professionals will need to completely re-learn the fundamentals of accounting for leases, including recognition, measurement,presentation and disclosure. Through a combination of presentations, before and after examples, hands-on exercises, and discussions, this program will improve your understanding of ASC Topic 840 both now and in the future as it undergoes significant change.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Oct. 19$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Loscalzo Associates, Ltd.

Accounting & Auditing Workshop (AAUW)

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


Are your accounting and auditing skills up to date and on par with industry standards? Make sure with this comprehensive, two-day course that updates you on all of the new accounting, auditing, compilation and review, and other professional

standards. Presentation materials include practical applications of the pronouncements covered and a comprehensive compilation and review update.

Fee: $499 member/$549 nonmember$40 early bird discount if registered and paid by Nov. 10$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 16 hoursDeveloped by: AICPA

Auditing Defined Contribution Plans (AEMP)

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


Designed to go beyond the basics in preparing work papers and financial statements for employee benefit plans through the use of group discussions and current case studies, this course provides an opportunity to explore the more advanced issues of financial statement reporting for employee benefit plans, such as communication and coordination difficulties between the plan sponsor, the auditor and various service organizations.

Fee: $389 member/$439 nonmember$30 AICPA member discount$40 early bird discount if registered and paid by Nov. 12$20 additional for hard copy materialsLevel of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: AICPA

Audits of 401(k) Plans (AFKP)

June 26, 2014 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Brookfield


This course focuses on the special issues related to accounting, auditing and reporting on 401(k) employee benefit plans. The requirements of ERISA and SEC are explored as the materials demonstrate ways to plan and conduct an efficient and effective audit of 401(k) plans. This course provides participants with the requirements for 401(k) plan audits as distinguished from audits of other types of employee benefit plans.

Fee: $389 member/$439 nonmember$30 AICPA member discount$40 early bird discount if registered and paid by May 26$20 additional for hard copy materialsLevel of knowledge: BeginningCPE credit: 8 hoursDeveloped by: AICPA


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For more information about

your CPE requirement, visit

www.wicpa.org/CPE.

The current reporting period ends Dec. 31, 2013!

Have you met your 3-year CPE requirements?


[ seminars | www.wicpa.org/register]

Consulting Services | Ethics

GoneGreen!

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NEW! Contracts in the Real Business World (CRBW)

Nov. 20 | Registration 8 a.m.Program 8:30 a.m. – NoonWICPA Professional Development Center, Brookfield

Dennis J. Gerschick, CFA, CPA, PFS, J.D., CEO, Regal Seminars

In business, oral and written contracts are used repeatedly. Many people in business want to know more about their rights and obligations under such contracts. This course will address many issues that arise with contracts. The instructor will provide numerous tips to improve a company’s contractual position and will note various pitfalls to avoid.

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

2013 Annual Review of Valuation Cases & Hot Issues (ARBV)

Nov. 20 | Registration NoonProgram 12:30 – 4 p.m. WICPA Professional Development Center, Brookfield

Dennis J. Gerschick, CFA, CPA, PFS, J.D., CEO, Regal Seminars

An excellent way to learn about valuing a closely held business or other asset is to read the written court decisions in valuation disputes. In their opinions, judges often note what the valuation expert did and the flaws in their




analysis. The written judicial opinions, in effect, provide a roadmap for valuation experts. The instructor will discuss numerous valuation cases.

Fee: $249 member/$299 nonmember$20 additional for hard copy materialsLevel of knowledge: UpdateCPE credit: 4 hoursDeveloped by: Regal SeminarsThis program is approved for 4 CLE hours.

NEW! Ben Wright’s Practical Business Law for 2013 (PBL)


Benjamin Wright, Attorney, SANS Institute, Private Law Practice

A CPA routinely encounters legal questions applicable to either the client or the firm. This course is chock full of tips, best practices and recent developments from a seasoned lawyer. In this seminar you will learn new developments in status of CPA firms being sued by professional staff, business law traps, the terms you want in negotiations and business relationships and much more. Discover the latest changes that technology, modern risks and new laws are forcing on CPAs by attending this seminar!

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Oct. 21Level of knowledge: AdvancedCPE credit: 8 hours Developed by: Gary Zeune & Associates

Ethics & Sustainability (ES)

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

John Levy, MBA, CPA, CEO, Board Advisory

Sustainability is more than recycling or avoiding Styrofoam cups. Sustainability in the 21st century is about creating a long-term strategy for increased shareholder value, respect for our

natural resources, building trust in your organization as a community member and becoming a great employer, vendor and customer. This seminar explores the specific steps the accounting/finance department can take to lead the way in creating a sustainable 21st century organization.

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


Government/Not-for-Profit

Governmental Accounting & Auditing (GAU)

Oct. 14 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Grand Lodge, Rothschild

Governmental Accounting & Auditing (GAU2)

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

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

Are you current with the latest governmental accounting and auditing developments? It’s easy to fall behind with all of your work projects, but this fast-paced interactive course will analyze the recent GASB requirements toward governments and provide an understanding of A-133 and Yellow Book requirements. This course provides you with the latest developments in governmental accounting and auditing to make you more efficient in your engagements.


Frequent Frauds in Governments (FFGN)


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

Discover some of the common frauds found in governments and how they could have been avoided. Through a case study approach, this course analyzes several common frauds that occur in the governmental sector. This course provides you with the knowledge to recognize common frauds in the governmental sector while improving your skills in preventing fraud.


Accounting & Reporting Practices of Not-for-Profit Organizations (FSNPO)



Not-for-profit accounting can be complex, making the need for superior knowledge and skills key to being successful. By taking this course, you will develop a working knowledge of presentation requirements and choices allowed under GAAP and learn about note disclosures unique to nonprofits. This course provides the tools necessary for you to enhance your not-for-profit accounting skills and create a value-added service for your clients.


Nonprofit Auditing & Accounting Update (NAU)

Nov. 12 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Radisson Inn, Green Bay


This course details the latest developments affecting not-for-profits such as requirements of FASB directed toward the organizations and information on the latest developments of A-133 and OMB.

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GoneGreen!


This course will enable you to be current and more efficient in your engagements.


Latest Developments in Government & Nonprofit Accounting & Auditing (GNAA)

Nov. 14 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Crowne Plaza, Madison

Jill Gilbert, CPA, Partner, Trout, Ebersole & Groff, LLP

With five active standard setters (GAO, OMB, AICPA, GASB and FASB), there are always important developments occurring in government and nonprofit accounting and auditing. Time is valuable, and it’s hard to stay current in today’s rapidly changing environment. The course materials use a highly illustrative format to increase concept comprehension and retention.

Fee: $399 member/$449 nonmember$40 early bird discount if registered and paid by Oct. 14$20 additional for hard copy materialsLevel of knowledge: UpdateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

Accounting & Reporting for Not-for-Profits: Issues & Answers (ARNP)



Not-for-profits are operating in an increasingly competitive environment for resources. To help garner the attention and confidence of resource providers, it’s crucial that their financial reporting is accurate. This course will improve and refine your not-for-profit accounting and reporting skills. Obtain an in-depth understanding of the key requirements and how they are applied. The course materials use a highly illustrative format to increase concept comprehension and retention.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Oct. 14$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

Latest Developments in Nonprofit Accounting & Auditing (NPAA)


Jill Gilbert, CPA, Partner, Trout, Ebersole & Groff, LLP

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. The course materials use a highly illustrative format to increase concept comprehension and retention.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Oct. 15$20 additional for hard copy materialsLevel of knowledge: UpdateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

Advanced OMB A-133 Issues (AOMB)


Fred Christensen, MBA, CPA, Partner, Leavitt, Christensen & Co., PLLC

When you have responsibility for planning, directing and reporting on a single audit engagement, what advanced topics should you focus on? We will help you prepare for difficult A-133 audit areas upfront rather than reviewing them when it’s too late by providing insight into key issues not covered by other courses. This course provides the key concepts you need to plan, direct and report on A-133 audits while overseeing an audit staff.


Studies on Audit Deficiencies (SAYB)



How do you avoid single audit and Yellow Book audit deficiencies? This course takes on serious issues in case study format to help you avoid the common pitfalls and recognize the deficiencies ahead of time. This course provides you with real-life studies so you can learn from others’ mistakes in order to perform higher-quality engagements.

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Government/Not-for-Profit

Fee: $389 member/$439 nonmember$30 AICPA member discount$40 early bird discount if registered and paid by Nov. 5$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: AICPA

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



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 nonprofit entities. This course provides you with full coverage of the Consolidated Audit Guide for Audits of HUD Programs.



Dec. 9 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Best Western, Neenah



Robert Moody Jr., CPA, Partner, Talbot, Korvola & Warwick, LLP

Are you current with the latest governmental accounting and auditing developments? It’s easy to fall behind with all your work projects, but this fast-paced

interactive course will analyze the recent GASB requirements toward governments and provide an understanding of A-133 and Yellow Book requirements. This course provides you with the latest developments in governmental accounting and auditing to make you more efficient in your engagements.

Fee: $389 member/$439 nonmember$30 AICPA member discount$40 early bird discount if registered and paid by 30 days before the program$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: AICPA

Our early birds get more than just a worm.

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

WICPA CPE Department at

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.

$40when 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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Information Technology

NEW! Adobe Acrobat Must-Know Features for Beginners (AAFB)


Bryan L. Smith, CPA, CITP, CISA, Co-Owner, CPA Crossings, LLC

This basic course will teach you how to utilize Adobe Acrobat features to create and work within PDF files with maximum efficiency. Adobe Acrobat is an excellent tool for viewing, creating, editing, managing and printing PDF files. Adobe Acrobat is widely used as a tool for presenting information in a static and secured format. The use of Adobe Acrobat to exchange documents electronically using PDF files continues to grow significantly. Topics reviewed in this course include: Adobe Acrobat Standard and Pro features/functions comparison, bookmarks, converting documents to PDF format, scanning, Optical Character Recognition (OCR), annotation tools, merging/extracting/rotating pages, headers/footers, watermarks, links and more.

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

NEW! Adobe Acrobat Advanced Tips, Tricks & Techniques (AAAT)



This advanced course will teach you how to utilize Adobe Acrobat features to create and work within

PDF files with maximum efficiency. Adobe Acrobat is widely used as a method of presenting information and exchanging documents electronically. The use of PDF files continues to grow significantly. Mastering the use of Adobe Acrobat’s advanced features/functions is key to converting to paperless work flows. Topics reviewed in this course include: PDF security, digital signatures, redaction, preference settings, online collaboration tools, Adobe Acrobat portfolios and Adobe Forms tools.

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

NEW! Excel: Everything You Wanted to Know About Using Excel Pivot Tables (EXPT)



This course will teach you how to analyze all sorts of data using pivot tables. We will focus our demonstration on analyzing accounting data to teach you the full range of analysis that is possible through the use of pivot tables. We will cover basic, intermediate and some advanced techniques for maximizing the value of your pivot tables. A review of practical pivot table examples will be presented to demonstrate how powerful this feature is for analyzing your data.

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




GoneGreen!



NEW! Managing Your Email, Calendar & Contacts on Your Mobile Device (MMOD)



Do you own an iPhone or iPad? How about an Android or Windows smartphone or tablet? If the answer is “yes” to any of these questions, then you will definitely want to attend this course. We will review how to properly set up your mobile device to synchronize your email, appointments calendar and contact information with your email service provider. Far too many people are getting frustrated with duplicate records, lost information and the myriad of configuration issues that have to be dealt with when purchasing a tablet or smartphone. This course will help sort it all out for you and provide specific information on how to synchronize your device with MS Exchange, Outlook, Gmail, Yahoo and more.

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

Sage 50/Peachtree Accounting Software: Managing Businesses More Effectively (PAS)


Brian Tankersley, CPA, CITP, Associate, K2 Enterprises

Dating back to the 1970s, Sage 50/Peachtree software has a rich tradition of bringing innovations in accounting software to small businesses across the United States. In this seminar, you will learn how

to put recently introduced features to work, the right way, in order to manage your business — or that of your clients’ — more efficiently and effectively.

This isn’t a class on how to perform basic data entry functions in Sage 50/Peachtree, but rather, it’s a class designed to show you how to take advantage of key Sage 50/Peachtree features such as Internal Accounting Review, Workflow, Business Intelligence, My Dashboard, Real-time Alerts, Multi-year Reporting and Inventory Management. If you’re currently using or supporting Sage 50/Peachtree software, or are considering implementing Sage 50/Peachtree, take advantage of this opportunity to learn how to make the most of Sage 50/Peachtree software.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Oct. 21$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: K2 Enterprises

NEW! Top Accounting Solutions (TAS)


Brian Tankersley, CPA, CITP, Associate, K2 Enterprises

The cloud provides new and exciting options for how organizations of all sizes perform accounting and reporting functions. Yet for some businesses, traditional, on-premises accounting solutions remain the right choice. This seminar helps identify your options while comparing and contrasting cloud-based solutions to traditional, on-premises solutions that can be run in-house or in a hosted environment.

Some of the topics covered in this seminar are identifying solutions

that should be considered for core accounting functionality, exploring credit card and bank account integration, electronic payment acceptance and integration with industry standard tools, such as eBay or PayPal, using dashboards and other reporting mechanisms to communicate financial and operational results, and examining niche solutions such as Freshbooks, Bill.com and Concur for specific accounting activities.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Oct. 22$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: K2 Enterprises

NEW! Ben Wright’s Email, Record Retention, Destruction & Security for 2013 (DRD)


Benjamin Wright, Attorney, SANS Institute, Private Law Practice

Attend this seminar to learn how to protect yourself under the rapidly changing laws of litigation, technology, privacy, electronic commerce and computer security. You will learn at least 15 new things in this course including storage of accounting records in the cloud, legal requirement for record retention, new federal rules on discovery of 3-mail and other e-records in litigation, to name only a few!

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Oct. 22$20 additional for hard copy materialsLevel of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: Gary Zeune & Associates

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Sage 50/Peachtree Accounting Software: Managing Businesses More Effectively (PAS2)

Dec. 16 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Onalaska

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

Dating back to the 1970s, Sage 50/Peachtree software has a rich tradition of bringing innovations in accounting software to small businesses across the United States. In this seminar, you will learn how to put recently introduced features to work, the right way, in order to manage your business — or that of your clients’ — more efficiently and effectively.

This is not a class on how to perform basic data entry functions in Sage 50/Peachtree, but rather, it is a class designed to show you how to take advantage of key Sage 50/Peachtree features such as Internal Accounting Review, Workflow, Business Intelligence, My Dashboard, Real-time Alerts, Multi-Year Reporting and Inventory Management. If you are currently using or supporting Sage 50/Peachtree software, or are considering implementing Sage 50/Peachtree, take advantage of this opportunity to learn how to make the most of Sage 50/Peachtree software.

Fee: $399 member/$449 nonmember$40 early bird discount if registered and paid by Nov. 16$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: K2 Enterprises

QuickBooks Advanced Features, Tools & Techniques (ADQ)

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


This advanced course is designed for those who are experienced with QuickBooks and who are looking for insight on how to deal with the more difficult issues that users often face. The course includes coverage of techniques and features of which even advanced users are often not aware as well as useful workarounds for common problems.

Some of the key topics covered are the best ways to exchange QuickBooks data with others, inventory accounting issues and solutions, tracking and managing sales taxes, working with and resolving payroll issues, advanced financial and operational reporting matters, job costing, time tracking, and much more. If you’re an experienced QuickBooks user and want to get more out of the product for your company and/or your clients, you need this course.

Fee: $399 member/$449 nonmember$40 early bird discount if registered and paid by Nov. 17$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: K2 Enterprises

QuickBooks for Accountants (QBP)

April 2, 2014 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Holiday Inn, Manitowoc


Although QuickBooks is generally labeled as an entry-level accounting solution, it’s an extremely powerful product with features and capabilities of which many users are either not aware or don’t know how to use effectively. This course helps you get more out of QuickBooks and resolve issues even experienced QuickBooks users often struggle with, such as locking down prior periods. The course starts out fast with a chapter covering the top issues accountants face with QuickBooks. The day

continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves and/or their clients. Issues such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features are also addressed in this course. In addition, you will learn about locking down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel and data backup.

Fee: $399 member/$449 nonmember$40 early bird discount if registered and paid by March 2$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: K2 Enterprises

NEW! Excel PivotTables for Accountants (EPT)

April 3, 2014 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Brookfield


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.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by March 3$20 additional for hard copy materialsLevel of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: K2 Enterprises


Management & Emerging Professionals

Advanced CFO & Controller Leadership Skills (ACCS)


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

If you want to be secure in your position as the financial enforcer, you must be able to exhibit the advanced skills that help you add value and contribute to the success of the organization. In addition, you must be able to document that worth — your worth — to the company’s leaders. This course examines best practicesof leading-edge controllers and CFOs. Review the 10 critical skills that add value to your company and boost your career. Learn how to align your personal goals with the organization’s mission and improve your skills in five key areas needed for success. Resolve to become a powerful agent for positive change and an advocate and coach for your team.


NEW! Internal Controls (INCO)



Internal controls are integral to the function and achievement of goals for all organizations. Understanding internal control is essential for financial and accounting professionals within any organization as well as for those that provide internal and external audit services. This course engages participants in dialogue and activities designed to deepen the understanding of the purpose, benefits, components,

terminology and overall structure of internal controls related to financial reporting. The course prepares participants to make decisions on what type and level of controls are necessary to achieve common control objectives and addresses the need for controls in all five components addressed within the COSO Integrated Framework, how they interrelate with each other, and how they support internal controls within a given transaction processing cycle.


How Good Companies Become Great (GTG)

Nov. 11 | Registration 8 a.m.Program 8:30 a.m. – Noon Radisson Paper Valley Hotel, Appleton

Dan Chenoweth, MBA, CPA, Owner & Business Consultant, Chenoweth & Associates Business Consulting

Some companies are born great, others change and become great along the way. This seminar will discuss how both new companies and established companies become great. The seminar begins with key lessons about business start-ups from Paul Hawken, author of “Growing a Business,” and Guy Kawasaki, author of “Art of the Start and Enchantment.” This seminar briefly reviews the management classic In “Search of Excellence” and then focuses on Jim Collins’ research presented in “Built to to Last,” “Good to Great,” “How the Mighty Fall” and “Great by Choice.” This seminar is for management teams who want to make the transition from being merely good to truly great.


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GoneGreen!


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Financial Leadership (FL)

Nov. 11 | Registration NoonProgram 12:30 – 4 p.m.Radisson Paper Valley Hotel, Appleton


The financial manager’s role has expanded dramatically in recent years to include helping create the organization’s strategy as well as driving the changes necessary for strategy implementation. This seminar provides ideas, skills and confidence to help you make the transition from value preserver to value creator.


Only Financial Officer (OFO)

Nov. 12 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Radisson Paper Valley Hotel, Appleton


The title “chief financial officer” is not an accurate description for what many financial managers do because the word “chief” implies that the company has more than one. This seminar covers four major topics of importance to the financial manager who must do it all. We have designed this course to give financial managers in small to medium-sized companies the high-level skills needed to act as a member of top management.

Fee: $399 member/$449 nonmember$40 early bird discount if registered and paid by Oct. 12$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Executive Education, Inc.

Chief Financial Officer (CFO)



Being a great accountant alone will not qualify you to be a chief financial officer. Effective CFOs are strong business people whose knowledge goes well beyond accounting. This seminar deals with the CFO’s role in four important aspects of running a business.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Nov. 11$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Executive Education, Inc.

Lean Accounting (LA)

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


Pressures from many sources are forcing financial managers to seek ways to do more with less. Accountants everywhere are rethinking the way they manage. This seminar will show you how to focus on the customer and deliver more value, more effectively.


Corporate Finance Check-Up (CFC)



Understanding how to use common corporate finance tools is a skill that separates those who will become chief financial officers from those who will always remain accountants. This seminar provides a refresher on corporate finance skills for those who work or aspire to work at a CFO level.

Fee: $389 member/$439 nonmember $40 early bird discount if registered and paid by Nov. 13$20 additional for hard copy materialsLevel of knowledge: UpdateCPE credit: 8 hoursDeveloped by: Executive Education, Inc.

NEW! Advanced Business Law for CPAs (ABLT)

Jan. 14, 2014 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Radisson Inn, Green Bay


Complex legal issues arise daily for businesses and clients. Do you know what these issues are and how to respond to them? This course provides detailed information concerning the legal issues most commonly encountered by businesses and business clients, employment, social media/privacy, e-business, intellectual property protection, corporate law developments, securities regulation and public company matters, limiting individual liability and insurance, business tax issues, alternate forms of dispute resolution and environmental matters.

Fee: $399 member/$449 nonmember$30 AICPA member discount$40 early bird discount if registered and paid by Dec. 14$20 additional for hard copy materialsLevel of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: AICPA



MBA in a Day (MBAD)

Jan. 21, 2014 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Brookfield


This course will help CPAs develop a complete business finance and management background. With this knowledge and these skills, CPAs in industry and public accounting can better manage all aspects of their own businesses while helping their clients make more informed business and financial decisions.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Dec. 21$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

NEW! The Complete Controller: Five Heroic Skills to Transform the Accounting Team (LCCH)


Ron Rael, CPA, Leadership Coach, CEO, The High Road Institute

The controller is required to be skilled on both sides of the business equation: people and processes. You’re only as effective as the people who do the work. This workshop will help you maximize productivity and add value.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Dec. 28$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: The High Road Institute

NEW! Do You Suffer From Bureaucracy or Turf Wars? How to Eliminate Them From Your Culture (LDYS)



This highly interactive workshop provides you with a process for removing existing and potential conflicts from the workplace. We explore the reasons why conflicts occur and demonstrate confidence building exercises that reduce tensions and build cooperation. Also learn why conflicts happen in the workplace, what conflict really represents, how to effectively handle conflict and much more.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Dec. 29$20 additional for hard copy materialsLevel of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: The High Road Institute

Only Financial Officer (OFO2)

March 17, 2014 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Brookfield

William O’Brien, MBA, CPA, Financial Management Consultant & Educator, Santa Clara University

The title “chief financial officer” is not an accurate description for what many financial managers do because the word “chief” implies that the company has more than one. This seminar covers four major topics of importance to the financial manager who must do it all. We have designed this course to give financial managers in small to medium-sized companies the

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high-level skills needed to act as a member of top management.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Feb. 17$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Executive Education, Inc.

Financial Management Skills (FMS)


William O’Brien, MBA, CPA, Financial Management Consultant & Educator, Santa Clara University

Today’s effective financial leader must exhibit ongoing credibility and adaptability to successfully maintain their effectiveness. Facts and circumstances constantly change in today’s business environment. While the fundamentals of successful financial management don’t vary, the landscape in which finance professionals operate is in constant flux. This seminar begins with the principles of financial management credibility and then graduates into a discussion of enterprise risk management, strategy-driven metrics and corporate governance in an ever-changing operational landscape. This seminar provides real answers to the challenges financial managers face, no matter the size or nature of their organization.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Feb. 18$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Executive Education, Inc.


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NEW! Money Talks! Critical Presentation & Communication Skills for the Finance Professional (LMTC)



Today’s professional must get their message across and persuade people to follow or take action. Discover how to do this successfully in front of any size audience to deliver and anchor an important message, ensure you know your audience, communicate technical and financial information in a meaningful manner, and understand how you impact the listener.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Feb. 19$20 additional for hard copy materialsLevel of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: The High Road Institute

Chief Financial Officer (CFO2)

April 21, 2014 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Rothschild

John Daly, MBA, CPA, CMA, CPIM, Management Consultant & President, Executive Education, Inc.

Being a great accountant alone will not qualify you to be a chief financial officer. Effective CFOs are strong business people whose knowledge goes well beyond accounting. This seminar deals with the CFO’s role in four important aspects of running a business.

Fee: $399 member/$449 nonmember$40 early bird discount if registered and paid by March 21$20 additional for hard copy materialsLevel of knowledge: Intermediate

CPE credit: 8 hoursDeveloped by: Executive Education, Inc.

Annual Update for Controllers (SKSB2)

April 24, 2014 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Radisson Paper Valley Hotel, Appleton

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

Gain a better understanding of current economic issues and the latest trends in accounting, finance, human resources, treasury management and business systems. Discuss leading-edge topics in managerial accounting and finance in a session that’s packed with useful tips and how-to guidance that you can apply immediately. This course provides you with practical approaches to current issues. You will review new tools and techniques to help you promote your company’s growth.

Fee: $399 member/$449 nonmember$30 AICPA member discount$40 early bird discount if registered and paid by March 24$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: AICPA

NEW! Relationships Built on Trust or Mistrust? How to Foster Superior Employee Performance (LRBO)

April 29, 2014 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Brookfield


This advanced level workshop demonstrates the skills of coaching so you learn to achieve superior levels of employee performance.

You learn in an interactive, problem resolving environment and model coaching techniques to affect people’s behaviors. In this seminar, you will learn ways to improve performance through coaching, how motivation impacts employee performance, why the feedback process will modify an employee’s behavior, how to clearly define superior performance and much more.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by March 29$20 additional for hard copy materialsLevel of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: The High Road Institute

NEW! They Don’t Eat Their Young, do They? How to Work With Difficult People! (LTDE)

May 20, 2014 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Brookfield


We will employ the C.A.R. strategy to enable you to interact better with your “coworkers” and co-workers. You will gain an understanding of why fellow employees can be seen as difficult, learn some real reasons why another person’s behavior is distracting, brainstorm strategies for making the interaction better, and create your own strategy for improving interactions with your co-workers.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by April 20$20 additional for hard copy materialsLevel of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: The High Road Institute


Taxation

Multistate Income Tax (MIT)

Oct. 8 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Grand Lodge, Rothschild

Multistate Income Tax (MIT2)


Patrick Kelley, CPA, Sole Practitioner & Instructor, AICPA’s National Tax Education Program

Discover ways to master the theoretical disputes and compliance issues to better navigate through the maze of multistate corporate taxation. This seminar provides you with the necessary principles for understanding multistate corporate taxation and offers insight into how to incorporate multistate corporate taxation into a client’s plan. As an experienced accountant or private industry manager, this course provides you with the knowledge you need to offer more consultative value to your clients in the multistate corporate taxation area.

Fee: $389 member/$439 nonmember$30 AICPA member discount$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: AICPAThis program is approved for 7.5 CLE hours.

2013 Hot Tax Topics (HOT)


Patrick Kelley, CPA, Sole Practitioner & Instructor, AICPA’s National Tax Education Program

Discuss this year’s hottest tax topics and learn how to better advise your clients by offering them the latest tax-saving strategies. Elevate your present practices and enhance the value of the services you offer your clients. This course presents the most recent tax law changes.

Complete this course to ensure your clients have the latest information and updates for their tax plans.


Advanced Mergers, Acquisitions & Sales (PSAS)



Learn how to provide expert and effective tax planning services to clients or key management within company finance operations. Case studies will show comparative calculations so you are able to explain the benefits of one option over another in a way that shows both the economic and tax impact. This course will provide a robust examination of the process and rules applicable to tax acquisitive and divisive transactions, as well as active applications of how these play out in complex transactions.


Tax Advisors Update (PTU)

Oct. 28 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Holiday Inn, Manitowoc

Andy Biebl, CPA, Partner, CliftonLarsonAllen LLP

There’s no substitute for the unique perspective of a CPA active in public accounting. That’s why CliftonLarsonAllen has developed a seminar to keep you apprised of the latest tax developments. Count on

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GoneGreen!


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Taxation

an in-depth session that delivers the useful tools, strategies, and insight needed to serve clients well.

Fee: $409 member/$459 nonmember$20 additional for hard copy materialsLevel of knowledge: UpdateCPE credit: 8 hoursDeveloped by: CliftonLarsonAllen LLP This program is approved for 7.5 CLE hours.

The Best Income Tax, Estate Tax & Financial Planning Ideas of 2013 (IEFP2)

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

Scott Emerson, Sole Practitioner, Instructor, Enrolled Agent, Surgent McCoy CPE, LLC

Income and transfer tax rates appear destined to change yet again, and clients will require extensive planning and reconsideration of appropriate tax strategies. As a CPA, you must be prepared for one of the most complex years in recent history. In this course, you will explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money!

Fee: $399 member/$449 nonmember$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLCThis program is approved for 7.5 CLE hours.

AICPA’s 1040 Tax Return Workshop by Sid Kess (IITW)


Martin Miller, CPA, Professor, Villanova University

This fast-paced, real-world session covers the key tax return issues of the upcoming year. Complete this course to ensure you’re ready to advise your

clients on new developments and tax-saving ideas. Discover how to apply the latest tax law changes when preparing federal income tax returns. This course reinforces frequently used principles and provides you with the latest tax development information you need to properly plan and prepare your clients’ federal income tax returns.

Fee: $549 member/$599 nonmember$30 AICPA member discount$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 16 hoursDeveloped by: AICPAThis program is approved for 15.5 CLE hours.

Fiduciary Income Tax Returns: Form 1041 Workshop (1041)

Oct. 29 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Crowne Plaza, Madison

Scott Emerson, Sole Practitioner, Instructor, Enrolled Agent, 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 cover the complicated income tax rules of estates and trusts, fiduciary accounting, and how to prepare Form 1041. The practical, 300-page manual is an excellent reference source for your practice.

Fee: $399 member/$449 nonmember$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLCThis program is approved for 7.5 CFP hours.

NEW! Fringe Benefits: 2013-2014 (FB)


Edward K. Zollars, CPA, Partner, Thomas, Zollars & Lynch, Ltd.

Fringe benefits are a significant part of every company’s overhead, and a concern for every employer. Help your clients or your employer comply with the Patient Protection and Affordable Care Act, make effective use of fringe benefits, and reduce income and payroll tax burdens in the process. Learn how you can most effectively use major fringe benefit options to contain costs and increase employee job satisfaction.

Fee: $389 member/$439 nonmember$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Nichols Patrick CPE, Inc.

NEW! “Repair Regs” - Sec. 263 (NRR)


Edward K. Zollars, CPA, Partner, Thomas, Zollars & Lynch, Ltd.

Is expenditure associated with tangible property deductible? 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, an explanation of how your clients might benefit from an automatic change in accounting method, and more than 100 real-life examples of how the new rules will work. From repair of a machine in a factory to acquisition of an apartment building, property transactions are affected by these new rules.



Taxation

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NEW! Advanced Estate Planning Strategies (AEPS)

Oct. 31 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Crowne Plaza, Madison

Brian Gosline, J.D., CPA, Brian Gosline, P.C.

Discover how to use trusts, family limited partnerships and insurance in estate planning strategies to minimize taxes and enhance the accumulation of income. These strategies will provide in-depth analysis of how and why they work in addition to the estate, gift and generation-skipping tax implication for each.


NEW! Tax Staff Training: Level 2 Business (TSTB)

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

Robert Rogers, CPA, Owner, Rogers CPA Group, Inc.

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 intermediate level tax research and tax planning. Emphasis is on business returns and tax issues commonly encountered in operating businesses.


Tax Advisors Update (PTU2)

Nov. 7 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Onalaska


There’s no substitute for the unique perspective of a CPA active in public accounting. That’s why CliftonLarsonAllen has developed a seminar to keep you apprised of the latest tax developments. Count on an in-depth session that delivers the useful tools, strategies and insight needed to serve clients well.

Fee: $409 member/$459 nonmember$20 additional for hard copy materialsLevel of knowledge: UpdateCPE credit: 8 hoursDeveloped by: CliftonLarsonAllen LLP This program is approved for 7.5 CLE hours.

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


Wendy Kravit, MBA, CPA, Instructor, AICPA

This year will bring a significant change to the tax environment, requiring sound planning in 2013 for individual clients to combat. 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: $399 member/$449 nonmember$40 early bird discount if registered and paid by Oct. 11$20 additional for hard copy materialsLevel of knowledge: UpdateCPE credit: 8 hours

Developed by: Surgent McCoy CPE, LLCThis program is approved for 7.5 CFP hours.

NEW! Tax Staff Training: Level 1 Individual (TSTI)

Nov. 11–12 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Brookfield

Randy C. Newton, CPA, President, Newton, Greene & Associates, PLLC

The new accountant with little or no tax experience will gain real-world, practical training from this course. It bridges the gap between school and practice. This isn’t a theory course. It’s the foundation for understanding the federal income tax code and its application to all kinds of taxpayers. New staff accountants will return from this program ready to make a profitable contribution to the firm’s tax practice. Emphasis is on individual tax returns and tax issues commonly encountered by individuals.

Fee: $549 member/$599 nonmember$40 early bird discount if registered and paid by Oct. 11$20 additional for hard copy materialsLevel of knowledge: BeginningCPE credit: 16 hoursDeveloped by: Nichols Patrick CPE, Inc.

Advanced Partnership/LLC Workshop: How to do Optional Step-Up in Basis Under Section 754 & Related Provisions (APLW)


Wendy Kravit, MBA, CPA, Instructor, AICPA

Changes in the individual income tax rates require more complex planning for clients invested in partnerships. This course explores the practical issues in the many instances a step-up in basis can create tax advantages for partners and members. This course


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Taxation

includes case studies to illustrate the critical points.

Fee: $399 member/$449 nonmember$40 early bird discount if registered and paid by Oct. 12$20 additional for hard copy materialsLevel of knowledge: AdvancedCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLC

Surgent McCoy’s Federal Tax Camp (SATC)

Nov. 20 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Grand Lodge, Rothschild

Susan Smith, CPA, Sole Practitioner, Susan Smith CPA

Both business and individual clients will be affected by all of the tax changes set to occur in 2013, requiring that the tax advisor practice 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 estate and gift tax reform.

Fee: $399 member/$449 nonmember$40 early bird discount if registered and paid by Oct. 20$20 additional for hard copy materialsLevel of knowledge: UpdateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLCThis program is approved for 7.5 CLE hours.

AICPA’s 1040 Tax Return Workshop by Sid Kess (IITW2)

Nov. 21–22 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Grand Lodge, Rothschild

William Murphy, CPA, PFS, ABV, CFF, CVA, Owner, Murphy Financial Group, P.C.

This fast-paced, real-world session covers the key tax return issues of the upcoming year. Complete this course to ensure you’re ready

to advise your clients on new developments and tax-saving ideas. Discover how to apply the latest tax law changes when preparing your clients’ federal income tax returns.

Fee: $549 member/$599 nonmember$30 AICPA member discount$40 early bird discount if registered and paid by Oct. 21$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 16 hours Developed by: AICPAThis program is approved for 15.5 CLE hours.

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


Donald Cooley, CPA, Partner, Cotner, Cooley, Clark & Sharp, LLC

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$40 early bird discount if registered and paid by Nov. 2$20 additional for hard copy materialsLevel of knowledge: BeginningCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLCThis program is approved for 7.5 CFP hours.


Dec. 2 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. The Plaza Hotel, Eau Claire



Fee: $409 member/$459 nonmember$40 early bird discount if registered and paid by Nov. 2$20 additional for hard copy materialsLevel of knowledge: UpdateCPE credit: 8 hoursDeveloped by: CliftonLarsonAllen LLPThis program is approved for 7.5 CLE hours.

NEW! Tax Staff Training: Level 3 Advanced Issues (TSTA)

Dec. 2–3 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. WICPA Professional Development Center, Brookfield

Don P. Cochran, J.D., CPA, CFP, Sole Practitioner

This program is designed for the accountant with more than two seasons’ tax experience who’s ready to take more responsibility for providing and supervising tax services to clients. It 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$40 early bird discount if registered and paid by Nov. 2$20 additional for hard copy materialsLevel of knowledge: AdvancedCPE credit: 16 hoursDeveloped by: Nichols Patrick CPE, Inc.


Taxation

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


Donald Cooley, CPA, Partner, Cotner, Cooley, Clark & Sharp, LLC

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.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Nov. 3$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Surgent McCoy CPE, LLCThis program is approved for 7.5 CLE hours.

Debt-Related Tax Issues: Foreclosures, Short Sales & Cancellation of Debt (DRTI)



Clients with properties lost to foreclosure, sold in short sales and who have had debts restructured have complicated tax issues that impact both tax planning and reporting. IRC Sec. 108 says income from forgiveness of indebtedness is taxable, but

it offers a number of exceptions to that rule. This course will deal with handling such transactions, including working with clients who are considering debt settlement options and those for whom the transaction is completed before the CPA becomes involved. You will learn how to reduce negative tax outcomes by applying the statutory exceptions to income recognition.

Fee: $389 member/$439 nonmember$40 early bird discount if registered and paid by Nov. 4$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Nichols Patrick CPE, Inc.This program is approved for 7.5 CLE hours.

Construction Contractors: Special Tax & Accounting Considerations (CCST)

Dec. 11 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Crowne Plaza, Madison


This program explains and illustrates work-in-process, over and under billing, classification of current vs. long-term assets and liabilities, contractor specific disclosure rules, FIN 46R, SFAS 109, FIN 48, percentage of completion, completed contract method, “look back” rules, disclosure of “uncertain tax positions,” the Section 199 deduction, and unique audit program and financial statement issues.

Fee: $399 member/$449 nonmember$40 early bird discount if registered and paid by Nov. 11$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 8 hoursDeveloped by: Nichols Patrick CPE, Inc.This program is approved for 7.5 CLE hours.

2013 Corporate Income Tax Boot Camp by Sid Kess (CITW)

Dec. 12–13 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Stoney Creek Inn, Rothschild

Stephen Renberg, CPA, Instructor, Boise State University

This comprehensive course will guide practitioners through the numerous concepts and rules applicable to income tax accounting, tax return positions and disclosures for C corporations and S corporations.

Fee: $549 member/$599 nonmember$40 early bird discount if registered and paid by Nov. 12$20 additional for hard copy materialsLevel of knowledge: IntermediateCPE credit: 16 hoursDeveloped by: AICPA


Dec. 19 | Registration 8 a.m.Program 8:30 a.m. – 4 p.m. Brookfield Suites, Brookfield



Fee: $409 member/$459 nonmember$40 early bird discount if registered and paid by Nov. 19$20 additional for hard copy materialsLevel of knowledge: UpdateCPE credit: 8 hoursDeveloped by: CliftonLarsonAllen LLPThis program is approved for 7.5 CLE hours.


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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. In order to receive 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 prior to the program presentation date. Cancellations or program transfer requests received less than 14 days before the presentation date will be subject to a cancellation fee of 50 percent of the full registration fee rounded up to the next dollar amount. 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 isn’t 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 2011, 2012 and 2013.

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, 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 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

KNOW SOMEONE WHO STANDS OUT IN A CROWD?

20

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CONSIDER NOMINATING:• An exceptional co-worker.• A mentor.• Someone who sparked your passion for the

profession.• Someone who shares his or her talent and

gift with others.• Someone who gives back countless hours

to the community or nonprofit group.

The hustle and bustle of daily routines can make days and years pass by before we take a moment to reflect on colleagues who have impacted our lives and the lives of others.

Take a moment today to think about those who stand out, and give back to them for giving you so much.

ACCEPTING NOMINATIONS FROM MONDAY, SEPT. 2-FRIDAY, NOV. 22, 2013.

Show your appreciation today by submitting your nomination at www.wicpa.org/awards9 AWARD CATEGORIES

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.

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Documents

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