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CPE Mountain Cluster

Description

Improve your view on the latest accounting updates and information by joining us in scenic Asheville for NCACPA’s Mountain Cluster! Enjoy a delightful fall getaway and the fresh mountain air, while taking advantage of the quality CPE offerings delivered by expert presenters and educators. Don’t miss this opportunity!

Objective

The 2022 Mountain Cluster includes high-level sessions to equip attendees in becoming a successful leaders within their organizations. Attendees will also select from three distinct learning tracks including Tax, Accounting & Auditing, and Management/Personal Development designed to enhance work performance.

Highlights

See individual session descriptions

Who Should Attend

See individual session descriptions

Required Knowledge

See individual session descriptions

Advanced Prep

None

Event Speaker(s)

Speaker TBA ( ), Ms. Marci S. Thomas, CPA, MHA ( Kaplan Inc., Tampa, FL ), Mr. William F. Taylor, CPA ( Surgent McCoy CPE, LLC, Radnor, PA ), Mr. James Lindell ( The Association of International Certified Professional Accountants, Durham, NC ),

Additional Event Information

Price Per Session:
                          Early Bird        Regular
Member            $150                 $175
Non-Member    $200                 $225
 
 

Accommodations
Renaissance Asheville Hotel
(828) 252-8211

Discounted Reservation Cut-off Date: Wednesday, September 28
Room Rates: $219.99/night

Onsite Information
Registration/Continental Breakfast: 7:15–8:00 am. Sessions begin at 8:00 am.

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

Parking
Mountain Cluster attendees will be personally responsible for any costs associated with parking. The hotel’s self-parking rate is $15/per night and the valet rate is $22/per night.

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.


Sessions

Wednesday, October 26, 2022 (8:00 am–11:45 am ET)

1A: 2022 FASB Update for Private & Public Companies & NPOs
Speaker TBA ( ), Ms. Marci S. Thomas, CPA, MHA ( Kaplan Inc., Tampa, FL ),

This session will focus on recent changes that impact financial reporting in the upcoming year and beyond.

Level: Update

Field of Study: Accounting

Wednesday, October 26, 2022 (8:00 am–11:45 am ET)

1B: The Competent Accountant—Mastering the Controller / CFO Role
Mr. James Lindell ( The Association of International Certified Professional Accountants, Durham, NC ),

“How do you raise your skills to the next level to master the Controller or CFO role? Welcome to a course that provides insights that align the CGMA Competency Framework. The course will examine each of the areas: Technical, Business, Leadership and People to increase your competency. How are your technical skills? Are you a traditional accountant or have you learned to expand your technical skills to go beyond “”what are the financial numbers?”” to “”why did these financial results occur?”” Are you able to use ratios to understand the business dynamics and the implications to change course or take corrective action? Are the systems that you implement and operate best practices or merely stop-gap solutions? How are your business skills? Can you set a vision? Can you develop a strategy? Do you understand the macroeconomic environment of your organization? Can you lead a major project to a successful conclusion?

This session will explore the role of business as opposed to tracking the results of the business. How are your people skills? How good is your ability to influence others? How are successful are your negotiation skills? How well can you communicate? Are you a collaborator or a partner? This section will help accountants understand that it is people skills that drive the overall success of the accounting operations. Finally, how are your Leadership skills? Do you inspire staff or make them angry? Do you know why your staff work for your company and you? Do you understand what employees want from their position? Do you know how to deal with a difficult staff person? Can you lead difficult change? This session will help you recognize what leadership truly is as opposed to what passes for day to day management.”

Level: Basic

Field of Study: Finance

Wednesday, October 26, 2022 (8:00 am–11:45 am ET)

1C: Reviewing Individual Tax Returns: What Are You Missing?
Mr. William F. Taylor, CPA ( Surgent McCoy CPE, LLC, Radnor, PA ),

The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. These provisions combined with the potential for input error when utilizing the array of income tax software available, create the potential for a multitude of errors that can occur when preparing your client’s tax return. Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information.

Level: Intermediate

Field of Study: Taxes

Wednesday, October 26, 2022 (12:15 pm–4:00 pm ET)

2A: Using Data Analytics to Detect Fraud
Speaker TBA ( ), Ms. Marci S. Thomas, CPA, MHA ( Kaplan Inc., Tampa, FL ),

Let’s face it data is power for the CPA firm. This session will discuss the power of data analytics to improve your CPA firm’s decision-making. Find out how CPA firms are using big data to transform the way they conduct their audits. Learn how to detect fraud with data analytics. Find out how a mid-sized CPA firm implemented big data in their audits.

Level: Intermediate

Field of Study: Information Technology

Wednesday, October 26, 2022 (12:15 pm–4:00 pm ET)

2B: Business Longevity: Is Your Business Wobbling?
Mr. James Lindell ( The Association of International Certified Professional Accountants, Durham, NC ),

“Almost 50% of businesses that started five years ago are no longer in operation today. Controllers and CFOs can and must influence the longevity of their organization to improve their success rate. Jim will help you be aware and understand the answers to these issues: Can you describe the financial health of your company? Can you also explain what the financial health of your industry is? Do you know your Business Cycle compared to the industry business cycle? Do you have an executable plan? Do you know what the competitive, legal and technological landscape is currently, and for the future? Is your organization aligned and incentivize to be successful?”

Level: Basic

Field of Study: Finance

Wednesday, October 26, 2022 (12:15 pm–4:00 pm ET)

2C: Reviewing S Corporation Tax Returns: What Are You Missing?
Mr. William F. Taylor, CPA ( Surgent McCoy CPE, LLC, Radnor, PA ),

The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client’s S corporation activities. Join us as we discuss the common errors practitioners make on S corporation tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.

Level: Intermediate

Field of Study: Taxes

Thursday, October 27, 2022 (8:00 am–11:45 am ET)

3A: Get Ready for the New Leases Standard
Speaker TBA ( ), Ms. Marci S. Thomas, CPA, MHA ( Kaplan Inc., Tampa, FL ),

Finally a course that applies the New Lease standard to specific cases covering a range of industries! Let’s review the new Lease standard which is principles-based. Private companies and NPOs will have adopted the new lease standard in January 2022 at the latest. This course is perfect for those who would like to review lessons learned from implementation.

Level: Overview

Field of Study: Accounting

Thursday, October 27, 2022 (8:00 am–11:45 am ET)

3B: Data & Predictive Analytics, Business Intelligence
Mr. James Lindell ( The Association of International Certified Professional Accountants, Durham, NC ),

In this session, Jim helps explain how Data Analytics has become an expectation of accountant, as reporting is a base commodity and can (and must be) improved with Data Analytics in the Accounting/Finance department. Learn how visual application can complement, and sometimes outweigh, traditional financial reporting. You’ll also discover the four phases of analytics and their relationship to the accounting function and career advancement as well as how Business Intelligence impacts the accounting role for staffing, data acquisition, and analysis and machine learning (RPA).

Level: Basic

Field of Study: Information Technology

Thursday, October 27, 2022 (8:00 am–11:45 am ET)

3C: Reviewing Partnership Tax Returns: What Are You Missing?
Mr. William F. Taylor, CPA ( Surgent McCoy CPE, LLC, Radnor, PA ),

In this session, Jim helps explain how Data Analytics has become an expectation of accountant, as reporting is a base commodity and can (and must be) improved with Data Analytics in the Accounting/Finance department. Learn how visual application can complement, and sometimes outweigh, traditional financial reporting. You’ll also discover the four phases of analytics and their relationship to the accounting function and career advancement as well as how Business Intelligence impacts the accounting role for staffing, data acquisition, and analysis and machine learning (RPA).

Level:

Field of Study: Taxes

Thursday, October 27, 2022 (12:15 pm–4:00 pm ET)

4A: Critical Issues Facing CPAs This Year
Speaker TBA ( ), Ms. Marci S. Thomas, CPA, MHA ( Kaplan Inc., Tampa, FL ),

CPAs today need more than technical knowledge to advance their career. This course is part of the Critical Issues series. This is the 2022 course. It is developed by asking CPAs what are the top issues facing CPAs each year. This yea’s topics include: data analytics, crisis management, forecasting best practices, and soft skill topics.

Level: Overview

Field of Study: Accounting

Thursday, October 27, 2022 (12:15 pm–4:00 pm ET)

4B: Reinventing the Office: Lean Processes
Mr. James Lindell ( The Association of International Certified Professional Accountants, Durham, NC ),

Financial managers are continually asked to do more with less. Without a practical working knowledge of lean techniques, it is virtually impossible to get the most out of your accounting operation. Discuss lean concepts and techniques and how to apply these tools in the office environment, as well as the ability to recognize and eliminate wasteful operations within the accounting department.

Level: Intermediate

Field of Study: Business Management & Organization

Thursday, October 27, 2022 (12:15 pm–4:00 pm ET)

4C: Social Security & Medicare: Maximizing Retirement Benefits
Mr. William F. Taylor, CPA ( Surgent McCoy CPE, LLC, Radnor, PA ),

Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about FICA, the Medicare tax, and more. You will cover real-world situations and use the tools provided to advise your clients to make optimal decisions when it comes to Social Security and Medicare.

Level: Intermediate

Field of Study: Taxes

Friday, October 28, 2022 (8:00 am–11:45 am ET)

5A: Risk Assessment
Speaker TBA ( ), Ms. Marci S. Thomas, CPA, MHA ( Kaplan Inc., Tampa, FL ),

This course will focus on how to utilize a risk-based approach in your audit engagements to enhance audit quality. You’ll leave with the knowledge of how risk assessment is the auditor’s tool to efficiency, effectiveness, and profit!

Level: Intermediate

Field of Study: Auditing

Friday, October 28, 2022 (8:00 am–11:45 am ET)

5B: Coaching Skills for CPAs, Controllers, & Financial Managers
Mr. James Lindell ( The Association of International Certified Professional Accountants, Durham, NC ),

Professional athletes have multiple coaches – business people rarely utilize coaches. This course will focus on creating the coaching skills that are required to raise the performance of your employees. Coaching Model / Strategies Successful Communication Techniques Root Cause Analysis Performance Gap Analysis Personality impact on coaching model.

Level: Basic

Field of Study: Personal Development

Friday, October 28, 2022 (8:00 am–11:45 am ET)

5C: Individual Income & Tax Compliance Annual Update
Mr. William F. Taylor, CPA ( Surgent McCoy CPE, LLC, Radnor, PA ),

Save time and keep current on the latest tax developments! This course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters).

Level: Update

Field of Study: Taxes


Share This Event

Event Vendor:NCACPA
Field of Study:Accounting, Auditing, Business Management & Organization, Finance, Information Technology, Personal Development, Taxes
Level: Update

Event Type:Seminar
NASBA Instructional Method:Group Live
Event Code:MCLU0022

Registration Fees

Early Bird Rate expires October 12, 2022

RegistrationEarly BirdRegular
NCACPA MemberSee Individual Sessions for Pricing$0.00$0.00
Non-MemberSee Individual Sessions for Pricing$0.00$0.00
Other St CPA Society MemberSee Individual Sessions for Pricing$0.00$0.00
CPE Sponsors LogoThe 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.