Learning is Better at the Beach!
HOLIDAY INN RESORT LUMINA AT WRIGHTSVILLE BEACH ◊ AUGUST 6-9, 2024
2024 Beach Cluster Agenda
NCACPA’s 2024 CPE Beach Cluster is designed for CPAs and accounting professionals at all levels in both public accounting and business and industry. We have your favorite speakers lined up to deliver valuable content curated for all four tracks (tax, business & Industry, not-for-profit, and governmental).
Create your own agenda by attending a mix of sessions. The program’s format is broken up into affordable, four-hour sessions for you to choose from and tailor to your curriculum needs.
Tuesday, August 6, 2024
8:00–11:45 am
Concurrent Sessions
Susan Smith
Surgent & Associates, LLC
1A: Surgent’s Individual Income Tax Update
Thomas Newell
Surgent & Associates, LLC
1B: Annual FASB Update and Review
12:15–4:00 pm
Concurrent Sessions
Susan Smith
Surgent & Associates, LLC
2A: Buying and Selling a Business: Tax and Structuring Overview
Thomas Newell
Surgent & Associates, LLC
2B: Guide and Update to Compilations, Reviews, and Preparations
Wednesday, August 7, 2024
8:00–11:45 am
Concurrent Sessions
John F. Georger
Surgent & Associates, LLC
3A: Best Practices in Not-for-Profit Accounting and Reporting
Kerry Roberts, CPA
Surgent & Associates, LLC
3B: Critical Issues That CPAs in Industry Will Need to Face This Year
Susan Smith
Surgent & Associates, LLC
3C: Surgent’s S Corporation, Partnership, and LLC Tax Update
Thomas Newell
Surgent & Associates, LLC
3D: Current Issues in Accounting and Auditing: An Annual Update
12:15–4:00 pm
Concurrent Sessions
John F. Georger
Surgent & Associates, LLC
4A: Evaluating Fraud Risk in a Financial Statement Audit
Kerry Roberts, CPA
Surgent & Associates, LLC
4B: Project Management: Tips, Tricks, and Traps
Susan Smith
Surgent & Associates, LLC
4C: IRS Tax Examinations and Hot Issues
Thomas Newell
Surgent & Associates, LLC
4D: Construction Contractors: Accounting and Financial Reporting Issues
Thursday, August 8, 2024
8:00–11:45 am
Concurrent Sessions
John F. Georger
Surgent & Associates, LLC
5A: The Most Critical Challenges in Not-for-Profit Accounting Today
Kerry Roberts, CPA
Surgent & Associates, LLC
5B: Controller/CFO Update: Hot Topics Facing Today’s Financial Professional
Susan Smith
Surgent & Associates, LLC
5C: This Year’s Top Tax and Financial-Planning Ideas
Thomas Newell
Surgent & Associates, LLC
5D: Examining ASC 842, Leases: More Than Meets the Eye
12:15–4:00 pm
Concurrent Sessions
John F. Georger
Surgent & Associates, LLC
6A: Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
Kerry Roberts, CPA
Surgent & Associates, LLC
6B: Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques
Susan Smith
Surgent & Associates, LLC
6C: Maximizing Your Social Security Benefits
Thomas Newell
Surgent & Associates, LLC
6D: Technology Trends and Hot Topics Impacting the Accounting Profession
Friday, August 9, 2024
8:00–11:45 am
Concurrent Sessions
Susan Smith
Surgent & Associates, LLC
7A: Securing a Comfortable Retirement
Thomas Newell
Surgent & Associates, LLC
7B: Financial Statement Disclosures: A Guide for Small and Medium-Sized Businesses
Secure your seat today!
NCACPA is a NASBA-approved sponsor of continuing education.
For complete program information (course registration, learning objectives, instructional delivery methods, CPE, field of study, prerequisites, program knowledge, level, advance preparation, program description, and speaker information), please visit the event links above.
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.
For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.