CPE Beach Cluster

Description

Looking for a little fun in the sun? Register for CPE in 4-hour blocks from a wide variety of topics. Participants can earn up to 28 hours of CPE credit for this three and a half day program.
 
After sessions end on August 15, join us for E1017: 2017 Professional Ethics & Conduct with Cal Christian.
Separate registration required for Ethics program.
 
 
 

Objective

The 2017 Beach Cluster includes high-level sessions to equip attendees in becoming successful leaders within their organizations. Attendees will also select from four distinct learning tracks including Tax, Accounting & Auditing, Not for Profit/Government, and Management/Personal Development designed to enhance work performance.

Highlights

See individual session description

Who Should Attend

See individual session description

Required Knowledge

See individual session description

Advanced Prep

None

Event Speaker(s)

Mr. Jay Giannantonio ( Surgent McCoy CPE, LLC, Devon, PA ), Ms. Susan Smith ( Surgent & Associates, LLC, Voorhees, NJ ), Mr. Greg Clark ( Loscalzo Institute, Gainesville, GA ), Lawrence L. Klumpp ( Surgent & Associates, LLC, Devon, PA ),

Additional Event Information

Accommodations
Holiday Inn Resort - Wrightsville Beach
910-256-2231
Discounted Reservation Cut-off Date: July 17, 2017
Room Rate: $259 Oceanfront/$234 Standard
The group rate for NCACPA will be available from Monday, August 14, 2017 through Saturday, August 19, 2017, based on availability.

Onsite Information
The Holiday Inn Resort offers complimentary parking in the two-level parking deck to all overnight guests. The facility has 285 on-site parking spaces, which will be filled on a first-come, first-served basis. Early arrival is highly recommended!

After the on-site parking is filled, prepaid parking passes will be distributed by hotel staff for participants to park in the access lot next to the hotel or on the street. If you are a local resident, attending with coworkers, or know someone on the attached registration list, please consider carpooling if possible. NCACPA strives to find facilities with ample parking for all attendees, and we apologize for any inconvenience.

Registration/Continental Breakfast: 7:00–8:00 am. Sessions begin at 8:00 am

Lunch will be provided for all participants who are registered for both the sessions immediately before and following the lunch break.

Download Your Materials Before You Arrive Onsite!
Cluster materials will be distributed electronically to registrants 3 business days in advance of the program. You may download your materials to a laptop, tablet, or e-reader, or print them. It’s up to you how you choose to view the materials. Printed materials will not be available on site. Downloading in advance is recommended.

Price Per Session:
                          Early Bird        Regular
Member            $130                $155
Non-Member    $180                $205
 
 

Sessions

Tuesday, August 15, 2017 (8:00 am–11:45 am ET)

1A: S Corporation, Partnership, & LLC Tax Update
Ms. Susan Smith ( Surgent & Associates, LLC, Voorhees, NJ ),

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S Corporations, partnerships, LLCs, and LLPs. Updated for impacts of the PATH Act of 2015.
 
Level: Update 

Field of Study: Taxes

Tuesday, August 15, 2017 (8:00 am–11:45 am ET)

1B: Current Issues in Accounting & Auditing—Annual Update
Mr. Greg Clark ( Loscalzo Institute, Gainesville, GA ),

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent accounting, compilation, preparation, review, and attestation matters including—recently issued Accounting Standards Updates (ASUs); the FASB’s comprehensive new Revenue Recognition standard—ASU No. 2014-09; lease accounting; financial instruments; SSARS No. 21, Clarification and Recodification; current attestation matters that need to be on your radar; and other important A&A practice matters you should be aware of.
 
Level: Update 

Field of Study: Accounting, Auditing

Tuesday, August 15, 2017 (12:15 pm–4:00 pm ET)

2A: Individual Income Tax Update
Ms. Susan Smith ( Surgent & Associates, LLC, Voorhees, NJ ),

This highly informative course will bring you up-to-speed on the latest in individual and the corresponding or responsive planning opportunities available to your clients. You will come away from this course ready to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs.
 
Level: Update 

Field of Study: Taxes

Tuesday, August 15, 2017 (12:15 pm–4:00 pm ET)

2B: Financial Statement Disclosures—A Guide for Small & Medium-Sized Businesses
Mr. Greg Clark ( Loscalzo Institute, Gainesville, GA ),

A clear and concise set of proper financial statement disclosures can make or break an entity’s financial statements. Such disclosures are no longer simply additional information provided by a business; they can be complex in nature and difficult to both prepare and understand, even for small and medium-sized businesses. Oftentimes, financial statement users will first turn to the notes in the financial statements to get a feel for where the business and its numbers might be heading. This course will focus on key balance sheet and income statement disclosure as well as those relating to accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations and real-world examples from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.
 
Level: Basic

Field of Study: Accounting

Wednesday, August 16, 2017 (8:00 am–11:45 am ET)

3A: Select Estate & Life Planning Issues for the Middle-Income Client
Ms. Susan Smith ( Surgent & Associates, LLC, Voorhees, NJ ),

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

Field of Study: Taxes

Wednesday, August 16, 2017 (8:00 am–11:45 am ET)

3B: Examining the New Lease Accounting Standard
Mr. Greg Clark ( Loscalzo Institute, Gainesville, GA ),

Implementing ASU No. 2016-02 is sure to have a major impact on your balance sheet—and potentially on your business as well. This course is a one-stop shop for what you need to know about the upcoming changes to lease accounting. In this course, we will review how to measure the lease liability and Right of Use asset that will now be recorded on the balance sheet for all leases. We will also tackle the tricky issues of accounting for lease modifications and other lease remeasurement events, as well as address the other major provisions of the new standard, including transition. We will also review the income statement treatment of lease expense for all leases for both lessees and lessors.
 
Level: Intermediate

Field of Study: Accounting

Wednesday, August 16, 2017 (8:00 am–11:45 am ET)

3C: Thriving in a Chaotic Economic Environment—Planning & Strategy Formulation
Mr. Jay Giannantonio ( Surgent McCoy CPE, LLC, Devon, PA ),

Sick and tired of taking CPE that has no practical application or just regurgitates the same information over and over? Join us for this practical course, which will present a fresh approach to planning and strategy formulation for your organization. Often thought of as a painful process, planning and strategy formulation is probably one of the most important processes any organization undertakes in order to achieve financial success. We’ll explore this fresh approach to many different planning stages, including the marketing plan, the technology plan, the capital plan, the five-year operating plan, and much more! Today’s dynamic economic environment requires much more careful planning and strategy execution. Come find out how to make that happen for your organization.
 
Level: Intermediate

Field of Study: Finance

Wednesday, August 16, 2017 (8:00 am–11:45 am ET)

3D: Recent Frauds Occurring in Not-for-Profit Entities & Governments
Lawrence L. Klumpp ( Surgent & Associates, LLC, Devon, PA ),

When stories of fraud make the news, they can look so obvious after the fact. Regardless of whether the fraud was material, the media and the public frequently ask how the auditor and those within the entity could not have detected the fraud. Fraud can be very difficult to detect, particularly without the luxury of hindsight. In this course, we will look at over 20 frauds that recently occurred and with the luxury of hindsight study how they happened and perhaps how they could have been prevented or detected. The course materials utilize a highly illustrative and innovative format. Over a dozen focused exercises are included to provide an enhanced knowledge of fraud occurring in not-for-profit entities and governments.
 
Level: Intermediate

Field of Study: Auditing (Governmental)

Wednesday, August 16, 2017 (12:15 pm–4:00 pm ET)

4A: Maximizing Your Social Security Benefits
Ms. Susan Smith ( Surgent & Associates, LLC, Voorhees, NJ ),

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement- and estate-planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security and all the other myriad of related retirement-planning issues.
 
Level: Basic

Field of Study: Taxes

Wednesday, August 16, 2017 (12:15 pm–4:00 pm ET)

4B: Guide & Update to Compilations, Reviews, & New Preparations
Mr. Greg Clark ( Loscalzo Institute, Gainesville, GA ),

Specifically designed for compilation, preparation, and reviewing practitioners and their staff, this course will provide you with an overview, update, and hands-on application for performing compilation, preparation, and review engagements. You will learn the ins and outs of SSARS No. 21, Clarification and Recodification, which is currently applicable and is the most significant change to the compilation and review standards since their inception over 30 years ago, and how the standard differs from SSARS No. 19. Not only will this course bring you up-to-date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements. This course will walk you through the content of The Essential SSARS 21 Implementation Toolkit, which is a comprehensive resource to help ensure that you satisfy professional, ethical, and technical requirements for all SSARS No. 21 services—highlighting the changes from SSARS No. 19.
 
Level: Basic

Field of Study: Auditing

Wednesday, August 16, 2017 (12:15 pm–4:00 pm ET)

4C: Five Critical Industry Issues That Will Confront CPAs in 2017
Mr. Jay Giannantonio ( Surgent McCoy CPE, LLC, Devon, PA ),

Standards overload. Tax law complexity. Confidential data under siege. Uncertain market outlook. Regulatory confusion. Yes, it can all be enough to make you want to take two aspirin and a nap, but understanding the forces affecting US businesses is critical to success in today’s complex and rapidly changing market. In this session we will tackle pressing issues at a “need to know” level and then discuss the practical implications. You will come away armed with the “big picture.” Preparedness is half the battle, so do not miss this critical briefing.
 
Level: Intermediate 

Field of Study: Business Management & Organization

Wednesday, August 16, 2017 (12:15 pm–4:00 pm ET)

4D: How to Do a Yellow Book Financial Audit
Lawrence L. Klumpp ( Surgent & Associates, LLC, Devon, PA ),

The Yellow Book contains general standards, performance standards, and reporting standards for financial audits. The purpose of this course is to increase your confidence and proficiency in performing Yellow Book financial audits through a thorough understanding of the standards. The course materials utilize a highly illustrative and innovative format. Over a dozen focused exercises are included to provide an enhanced working knowledge of the Yellow Book.
 
Level: Basic

Field of Study: Auditing (Governmental)

Thursday, August 17, 2017 (8:00 am–11:45 am ET)

5A: Key Partnership & S Corporation Tax Planning Strategies
Ms. Susan Smith ( Surgent & Associates, LLC, Voorhees, NJ ),

Most of our clients are pass-thru entities for which many of the general business strategies are subject to additional limitations. To provide the tax-planning strategies for closely held business clients that will bring more revenue, this course focuses on the special concerns and techniques the practitioner needs to thrive in this market.
 
Level: Intermediate

Field of Study: Taxes

Thursday, August 17, 2017 (8:00 am–11:45 am ET)

5B: Fraud Basics—Protecting the Company Till
Mr. Greg Clark ( Loscalzo Institute, Gainesville, GA ),

Our focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into schemers. Discussion will include integrity and ethics, as well as how people may react in certain situations.
 
Level: Basic 

Field of Study: Auditing

Thursday, August 17, 2017 (8:00 am–11:45 am ET)

5C: Gaining a Competitive Advantage—Critical Skills for CFOs & Controllers
Mr. Jay Giannantonio ( Surgent McCoy CPE, LLC, Devon, PA ),

All organizations are looking for ways to gain an advantage over the competition. This practical and interactive session will present a toolkit of ideas to help CFOs, controllers and finance professionals better position their organizations for the future. We all know change is occurring at an exponential rate and by completing this course you will be able to assist your organization in making key decisions affecting critical aspects of the business such as enterprise risk management, financial risk, cash management, credit decisions and much more! Become the “financial hero” of your organization and make a positive impact on the bottom-line.
 
Level: Intermediate 

Field of Study: Finance

Thursday, August 17, 2017 (8:00 am–11:45 am ET)

5D: What's New in Government & Nonprofit Auditing 2017
Lawrence L. Klumpp ( Surgent & Associates, LLC, Devon, PA ),

2017 is yet another year of significant change in the world of government and nonprofit auditing. Time is valuable, and it’s hard to stay current in today’s rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The course materials utilize a highly illustrative and innovative format. Over a dozen focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit auditing.
 
Level: Update

Field of Study: Auditing (Governmental)

Thursday, August 17, 2017 (12:15 pm–4:00 pm ET)

6A: Individual Tax Planning Ideas for 2017
Ms. Susan Smith ( Surgent & Associates, LLC, Voorhees, NJ ),

In the fluid economic environment, clients must protect their income from taxes. This course presents the most important income tax planning ideas wealthy clients and closely held business owners need to consider in 2017 to take advantage of the present and plan for the future. It highlights areas in the income tax return that suggest future opportunities for the individual client. Updated for impacts of the PATH Act of 2015.
 
Level: Intermediate

Field of Study: Taxes

Thursday, August 17, 2017 (12:15 pm–4:00 pm ET)

6B: Proven Controls to Steer You Clear of Fraud
Mr. Greg Clark ( Loscalzo Institute, Gainesville, GA ),

Organizations that fall victim to fraud (and that is every organization in the world) have many controls in place to combat fraud. We will discuss means and methods to stop fraud and the controls that victim organizations employ to seek improvements for our organizations.
 
Level: Basic 

Field of Study: Auditing

Thursday, August 17, 2017 (12:15 pm–4:00 pm ET)

6C: Controller/CFO Update—Hot Topics Facing Today's Financial Professional
Mr. Jay Giannantonio ( Surgent McCoy CPE, LLC, Devon, PA ),

In today’s rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor for the good of the organization. We’ll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations.
 
Level: Update

Field of Study: Finance

Thursday, August 17, 2017 (12:15 pm–4:00 pm ET)

6D: Latest Developments in Government & Nonprofit Accounting 2017
Lawrence L. Klumpp ( Surgent & Associates, LLC, Devon, PA ),

With two active standard setters (i.e., the GASB and FASB), there are always important developments occurring in government and nonprofit accounting. Time is valuable and it’s hard to stay current in today’s rapidly changing environment. Let us save you time and effort in staying current through this informative update course. The purpose of this course is to enable you to excel in the constantly changing government and nonprofit environment. The course materials utilize a highly illustrative and innovative format. Over a dozen focused exercises are included to provide an enhanced working knowledge of the latest developments in government and nonprofit accounting.
 
Level: Update

Field of Study: Accounting (Governmental)

Friday, August 18, 2017 (8:00 am–11:45 am ET)

7A: Critical Issues That Will Confront Tax Public Accountants in 2017
Ms. Susan Smith ( Surgent & Associates, LLC, Voorhees, NJ ),

Tax law complexity. Uncertain legislative outlook. Confidential data under siege. Regulatory confusion. Standards overload. Yes, it can all be enough to make you want to take two aspirin and a nap, but understanding the forces affecting your tax public practice is critical to success in today’s complex and rapidly changing market. In this session we will tackle pressing issues at a “need to know” level and then discuss the practical implications. You will come away armed with the “big picture.” Preparedness is half the battle, so do not miss this critical briefing.
 
Level: Intermediate

Field of Study: Taxes

Friday, August 18, 2017 (8:00 am–11:45 am ET)

7B: Critical Issues That Will Confront A&A Public Accountants in 2017
Mr. Greg Clark ( Loscalzo Institute, Gainesville, GA ),

Standards overload. Confidential data under siege. Uncertain market outlook. Regulatory confusion. Yes, it can all be enough to make you want to take two aspirin and a nap, but understanding the forces affecting your A&A public practice is critical to success in today’s complex and rapidly-changing market. In this session, we will tackle pressing issues at a “need-to-know” level and then discuss the practical implications. You will come away armed with “the big picture.” Preparedness is half the battle, so do not miss this critical briefing.
 
Level: Intermediate

Field of Study: Accounting


Share This Event

Event Vendor:Surgent McCoy CPE, LLC
Field of Study:Accounting, Accounting (Governmental), Auditing, Auditing (Governmental), Business Management & Organization, Finance, Taxes, Various
Level: Update

Event Type:Seminar
Event Code:BCLU17

Registration Fees

Early Bird Rate expires August 1, 2017

Registration Fee Early Bird Regular
NCACPA Member – See Individual Sessions for Pricing $0.00 $0.00
Non-Member – See Individual Sessions for Pricing $0.00 $0.00
Other CPA State Society Member – See Individual Sessions for Pricing $0.00 $0.00