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Date / Location

August 20 - 22, 2018
Registration: 8:00 AM

Harrah's Atlantic City
777 Harrah's Blvd
Atlantic City, NJ 08401
609-441-5000

CPE Credits

  • 24.00 CPE Credits in MC

Pricing

  • $279.00 - Full Day Member
  • $379.00 - Full Day Non Member

AICPA members receive a discount of $30 for applicable session for this event.

All New Jersey CPAs must earn at least 20 credits before December 31, 2018. Surpass this annual requirement at the Atlantic City CPE Cluster, where you can earn 24 CPE credits in just three days.

Benefits

RESERVE YOUR ROOM: A limited number of hotel rooms are available at Harrah's at a discounted rate of $89 per night (plus applicable fees and taxes). Make your reservations online or by calling 888-516-2215 by Wednesday, August 1. Use group code SH08CP8.

Attend one, two or all three days! Choose from one of several seminars each day.

Each full-day seminar:

  • Begins with registration at 8:00am and concludes at 4:30pm
  • Includes continental breakfast, lunch and two refreshment breaks
  • Qualifies for 8 CPE credits

Highlights

Monday, August 20

2018 FASB and AICPA Update (8 credits AA)
John M. Fleming, CPA, M.B.A. – Loscalzo Institute
Loscalzo's most sought-after course is a must to keep you on top of the continuing changes in the profession. Whether these changes are in technical standards or professional standards, the course authors will evaluate and emphasize those changes with broad application and offer detailed practical guidance and illustrations.
(Qualifies for Yellow Book.)




Financial Statement Analysis: Basis for Management Advice (8 credits MT)
James T. Lindell, CPA, M.B.A. - AICPA
More and more, businesses turn to you for advice on financial performance. Are you ready? This course presents the financial statements as a set of dynamic instruments that can be used for accurate, relevant, and timely financial decisions. Focus on the economic and financial conditions that caused the statements to change and discover how businesses can manage liquidity, debt, and profitability. Plus, explore effect ratios, causal ratios, pro forma analysis, sustainable growth, and much more.
(Qualifies for Yellow Book.)

*AICPA members deduct $30 from applicable price.


K2's Excel Tips, Tricks and Techniques for Accountants (8 credits CS)
Lawrence A. McClelland, M.B.A., J.D. – K2 Enterprises
Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this seminar to learn more efficient and effective ways to work with Excel.



Real-World Fraud Found in Governments and Not-for-Profits (8 credits AA)
Jeffrey Lieman, CPA - AICPA
Learn about real-world government and NFP fraud, including cyber fraud, and your responsibilities when dealing with fraud. This course will highlight frauds headlining today’s news and sharpen your forensic skills with techniques to help you identify behavior tendencies which may lead to fraudulent activity. (Qualifies for Yellow Book.)
*AICPA members deduct $30 from applicable price.



Note Title Correction: 

The Best Individual Income Tax Update Course by Surgent (8 credits, TX)
Arthur Auerbach, CPA - Surgent 
This highly informative course responds to all of the latest tax law developments with a full update on changed requirements and a thorough discussion of the planning opportunities that you need to understand to help your clients respond effectively. You will come away from the course with the up-to-date knowledge you need to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs.
(Qualifies for CFP credit.)

Tuesday, August 21

Accounting and Reporting for Not-for-Profit Organizations (8 credits AA)
Jeffrey Lieman, CPA – AICPA
This course allows you to examine, evaluate and perform case studies which will enhance your working knowledge of fundamental not-for- profit accounting and reporting, presentation requirements, note disclosures unique to not-for-profits and options allowed under GAAP. FASB’s new financial statement standard updates are included in this course.
(Qualifies for Yellow Book.)
*AICPA members deduct $30 from applicable price.


Annual Update for Controllers (8 credits MT)
James Lindell, CPA, M.B.A. – AICPA
Strengthen your abilities as a controller and help your management team understand current economic issues through the latest trends in accounting, finance, human resources, treasury management, and business systems. Discuss leading-edge topics in managerial accounting and finance in a session that is packed with useful tips and practical guidance that you can apply immediately.
*AICPA members deduct $30 from applicable price.







Implementing the New Revenue and Lease Standards (8 credits AA) John M. Fleming, CPA, M.B.A. -  Loscalzo Institute
This program will cover the latest guidance on the new revenue standard and its impact on most U.S. GAAP financial statements.Learn about the new lease standard (ASU 2016-02, Topic 842) that makes significant changes in lessee accounting and disclosure. This program will cover lease definition, lease classification, lease accounting, and lease disclosures for both lessees and lessors. 


K2's QuickBooks for Accountants (4 credits AA, 4 credits CS)
Lawrence A. McClelland, M.B.A., J.D. – K2 Enterprises
QuickBooks is an extremely powerful product with features and capabilities of which many users are either not aware or do not know how to utilize effectively. Get more out of QuickBooks and QuickBooks Online and resolve the issues with which even experienced QuickBooks users often struggle.







Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now (8 credits TX)
Arthur Auerbach, CPA - Surgent
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 the myriad of all the other related retirement planning issues.
(Qualifies for CFP credit.)

Wednesday, August 22

Advanced Controller and CFO Skills (8 credits MT)
James T. Lindell, CPA, M.B.A. - AICPA
This course examines best practices of leading-edge controllers and CFOs. Demonstrate your advanced skills that add value and contribute to the success of the organization. You will learn specific skills every CFO or controller needs to be successful, and you will find that you suddenly have more power and influence than you ever thought possible. Show the company’s leadership how vital you are to their profitability!
*AICPA members deduct $30 from applicable price.


Compilation and Review Practice Guide (8 credits AA)
Richard A. Ferdinand, CPA, M.B.A. - Loscalzo Institute
Compilation and review issues have dominated the profession during the past few years, and the codification of SSARS 21 in AR-C Sections 60, 70, 80, and 90, as well as the changes made in SSARS 22 and 23. This program addresses these changes and current performance requirements in the compilation and review literature such that practitioners will be able to perform these services in compliance with SSARS, while applying best practices for both efficiency and effectiveness.






Governmental and Not-for-Profit Annual Update (8 credits AA)
Jeffrey Lieman, CPA - AICPA
Change is inevitable and, at times, overwhelming if you are unprepared. Ensure you are current in governmental and not-for-profit accounting and auditing. This seminar will brief you on the latest accounting and auditing developments affecting governments and not-for-profits. 
(Qualifies for Yellow Book.)

*AICPA members deduct $30 from applicable price.



K2’S Excel Data Magic, Including Advanced Pivottables & Power Pivot - Acquiring, Analyzing & Visualizing Your Data (8 credits CS)
Lawrence A. McClelland, M.B.A., J.D. – K2 Enterprises
Leave those manual reporting processes behind and move into the new world of automatically linking data into Excel. Using tools such as Power Query and Power Pivot, you can leverage your existing knowledge of PivotTables to do even more when it comes to summarizing, analyzing, and reporting potentially very large volumes of data.


Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (8 credits TX)
Arthur Auerbach, CPA - Surgent
As long as LLCs, partnerships, and S corporations form the backbone of many CPAs’ practices, in-depth knowledge of all tax aspects of these entities will be essential. Discuss planning issues in creating, operating, and liquidating S corporations, partnerships, and LLCs.

Additional Notes

NJCPA Goes Green - Registrants Save $20
New for 2018, course materials will be distributed electronically and we're passing the savings along to you. All 8-hour seminar pricing has been reduced by $20. To access, visit your My Events page. Download to your laptop or tablet prior to your seminar. Handouts are added as received - remember to check back for updates.
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Monday, Aug 20, 2018

8:30 AM to 4:30 PM
2018 FASB and AICPA Update

DESIGNED FOR: All firms, all staff, all CPAs; all accountants needing a good year-round update on recently issued standards.

  • Accounting standard updates
  • FASB projects
  • Private company issues
  • Audit service issues
  • ARSC initiatives, preparation, compilation and review updates and initiatives, AICPA activities

Instuctor(s)

Credits

  • 8.00 Credits of Category AA

8:30 AM to 4:30 PM
Financial Statement Analysis: Basis for Management Advice

DESIGNED FOR: Accounting professionals responsible for financial statement analysis.

  • Valuation techniques
  • Effect ratios
  • DuPont system for analyzing profitability
  • Causal analysis
  • Conducting a financial statement analysis
  • Users of financial statements
  • Forecasting sustainable growth
  • Bankruptcy prediction models

Credits

  • 8.00 Credits of Category MT

8:30 AM to 4:30 PM
K2's Excel Tips, Tricks and Techniques for Accountants

DESIGNED FOR: Accountants who want to learn how to use Excel more efficiently and effectively.

  • Identify situations in which various Excel features can increase productivity and apply each of these techniques in context
  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  • Customize Excel's user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency, and create and use Templates
  • Utilize various formula building tools to create formulas more efficiently and create various types of formulas
  • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
  • Implement procedures for producing Excel-based reports, including adjusting print settings, using the Camera feature to create report forms, and working with Custom Views to automate print settings

Credits

  • 8.00 Credits of Category CS

8:30 AM to 4:30 PM
Real-World Fraud Found in Governments and Not-for-Profits

DESIGNED FOR: Auditors and accounting and financial professionals of governmental and not-for-profit entities.

  • Misappropriation of assets and benefits
  • Cyber fraud
  • Personnel fraud
  • Grant expense allocations
  • GAAS and GAGAS standards related to auditor's responsibility
  • Management override
  • Fictitious employees and vendors

Credits

  • 8.00 Credits of Category AA

8:30 AM to 4:30 PM
The Best Individual Income Tax Update Course by Surgent

DESIGNED FOR: All tax practitioners who need the latest information on tax changes affecting their individual clients.

  • Complete coverage of all the latest IRS rulings and procedures affecting individuals in general, along with an up-to-date summary of the most important tax court decisions and tax law changes
  • Real estate professionals
  • Health care reform: where are we now? Where are we going?
  • The latest ideas dealing with the tax aspects of investments; issues regarding passive activity rules
  • Identity theft: the latest issues and updates
  • Retirement planning strategies: qualified plans and IRAs, traditional and Roth; resolving issues of improper early or late distributions and rollovers
  • Practice aids, including inflation-adjusted amounts and 2018 numbers, with mileage rates and more
  • Year-end tax planning ideas
  • Other late-breaking tax law changes, including Trump tax plan developments

Credits

  • 8.00 Credits of Category TX

Tuesday, Aug 21, 2018

8:30 AM to 4:30 PM
Accounting and Reporting for Not-for-Profit Organizations

DESIGNED FOR: Auditors, practitioners and accounting and finance professionals of not-for-profit organizations.

  • Financial statement presentation, including FASB's new financial reporting standard
  • Statement of activities
  • Statement of financial position and statement of cash flow
  • Note disclosures
  • Contribution concepts
  • Functional expense and allocation of costs
  • Endowments
  • Operating versus non-operating
  • Split interest agreements and beneficial trusts
  • Membership dues
  • Agency transactions
  • Programmatic investments
  • Common financial statement mistakes

Credits

  • 8.00 Credits of Category AA

8:30 AM to 4:30 PM
Annual Update for Controllers

DESIGNED FOR: CFOs, controllers, treasurers and other financial managers.

  • Leading-edge financial management tools and techniques
  • Excel tips and techniques
  • Human resource trends, ethics, generational differences, and emotional intelligence
  • New issues in treasury management and controllership
  • Current trends in information systems and technology and developing staff to increase productivity and profitability
  • Accounting as a complement to the sales function

Credits

  • 8.00 Credits of Category MT

8:30 AM to 4:30 PM
Implementing the New Revenue and Lease Standards

DESIGNED FOR: CPAs and other accounting professionals in industry and public practice. Financial professionals in companies that are lessees or lessors, as well as auditors with clients that are lessees or lessors.

  • Objectives and scope
  • Five-step revenue recognition model
  • Selected industry implementation guidance
  • Presentation and disclosure
  • Transition guidance and business implications
  • Leasing and accounting

    Instuctor(s)

    Credits

    • 8.00 Credits of Category AA

    8:30 AM to 4:30 PM
    K2's QuickBooks for Accountants

    DESIGNED FOR: Accountants who use, or support clients who use, QuickBooks.

    • Identify appropriate responses to common QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures
    • New features added to recent versions of QuickBooks and QuickBooks Online
    • Appropriate procedures for setting up client data files in QuickBooks
    • QuickBooks Lists
    • Identify techniques for creating reports and analyzing data in QuickBooks
    • Utilize QuickBooks tools to enhance management control
    • Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks

    Credits

    • 4.00 Credits of Category AA
    • 4.00 Credits of Category CS

    8:30 AM to 4:30 PM
    Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now

    DESIGNED FOR: Practitioners who have baby boomer clients with significant wages or earned income.

    • Legislative developments
    • Maximizing joint Social Security benefits
    • Retirement benefits: What the amount of benefits is in various circumstances; how the amounts are distributed within the family unit
    • How business entities may be used for Social Security advantage
    • Income taxation of Social Security: avoidance tactics
    • Spousal benefits
    • Hiring the spouse: When is it effective?
    • Disability benefits
    • Going on Social Security: advantages and disadvantages at ages 62, 66 and 70
    • Pensions distribution strategies
    • IRAs: Is it time to convert to a Roth?
    • Medicare and Part D prescription drugs

    Credits

    • 8.00 Credits of Category TX

    Wednesday, Aug 22, 2018

    8:30 AM to 4:30 PM
    Advanced Controller and CFO Skills

    DESIGNED FOR: Controllers and CFOs with at least four years of experience and the desire to expand in their role.

    • Isolate the critical skills and attitudes to be effective in the future
    • Become an effective coach
    • Develop measurable missions and strategies
    • Align a firm's strategies with its internal reporting system
    • Sell ideas and generate buy-in from others
    • Recognition of and response to the need for constant change and adaptation
    • Developing a tailored action plan suitable to specific needs

    Credits

    • 8.00 Credits of Category MT

    8:30 AM to 4:30 PM
    Compilation and Review Practice Guide

    DESIGNED FOR: Practitioners who perform compilation and review engagements for non-public entities.

    • SSARS Clarity Project
    • Preparation of financial statements
    • AR-C Sections 60, 70, 80, and 90
    • Compilation performance requirements
    • Review performance requirements
    • Document and perform compilations and reviews
    • Special purpose frameworks financial statements
    • Legal liability concerns and issues
    • Perform and document analytical procedures appropriately
    • Independence
    • Non-attest services
    • Common issues raised in peer reviews

    Credits

    • 8.00 Credits of Category AA

    8:30 AM to 4:30 PM
    Governmental and Not-for-Profit Annual Update

    DESIGNED FOR: Accounting and finance personnel responsible for accounting and financial reporting for governments and nonprofits, as well as accounting and auditing.

    • Federal government activities
    • Accounting standards updates
    • ASB Clarity Project
    • AICPA activities and emerging issues related to not-for-profit entities
    • GASB activities

    Credits

    • 8.00 Credits of Category AA

    8:30 AM to 4:30 PM
    K2’S Excel Data Magic, Including Advanced PivotTables & Power Pivot - Acquiring, Analyzing & Visualizing Your Data

    DESIGNED FOR: Business professionals using the Windows-based premium editions of Excel 2013 and Excel 2016 who are seeking to extend their knowledge of Excel as a reporting tool.

    • Use automated data queries to link data from external databases into Excel and then transform this data into Data Models. From there, you will learn how to use Power Pivot and CUBE formulas to streamline the process of summarizing and reporting this data
    • Take advantage of advanced features such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Dimensions to streamline your reporting processes
    • Create compelling visualizations of this summarized data to help your readers understand the true meaning behind the numbers. If you currently use PivotTables on a regular basis and want to take advantage of the powerful advanced reporting features available in Excel, then sign up today for this program

    Credits

    • 8.00 Credits of Category CS

    8:30 AM to 4:30 PM
    Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs

    DESIGNED FOR: CPAs in public accounting and industry who want to learn planning strategies relevant to S corporations, partnerships and LLCs.

    • Legislative developments
    • Maximizing joint Social Security benefits
    • Retirement benefits: What the amount of benefits is in various circumstances; how the amounts are distributed within the family unit
    • How business entities may be used for Social Security advantage
    • Income taxation of Social Security: avoidance tactics
    • Spousal benefits
    • Hiring the spouse: When is it effective?
    • Disability benefits
    • Going on Social Security: advantages and disadvantages at ages 62, 66 and 70
    • Pensions distribution strategies
    • IRAs: Is it time to convert to a Roth?
    • Medicare and Part D prescription drugs

    Credits

    • 8.00 Credits of Category TX
    Arthur Auerbach

    Arthur Auerbach, CPA

    Arthur Auerbach is an independent tax consultant located in Atlanta, GA., specializing in tax consulting and estate and financial planning for individuals and closely held businesses. He is affiliated with the Asbury Law Firm as a consultant. Art is a member of the Georgia, Virginia, New York, and Greater Washington CPA societies. He is currently a member of the AICPA Internal Revenue Service Advocacy and Relations Committee, where his term ends on January 31, 2018 and a past member of the AICPA Individual Tax Resource Panel. He was appointed to the AICPA Tax Executive Committee for a term beginning February 1, 2018 ending May 31, 2019. As an active member of the Georgia Society, he serves on the Georgia Department of Revenue Commissioners Advisory Group and the Financial Literacy Task Force. Art has also served as an advisor to the District of Columbia Office of Tax and Revenue and the Tax Commissioners Advisory group in Virginia. He is currently on the editorial board of the Journal of Accountancy and serves as a member of the Ethics Committee of the Virginia Society of CPAs. Art is a nationally recognized speaker on a variety of tax topics offered for continuing education for CPAs and financial planners. He has authored several publications and articles. Art is licensed in Georgia, Virginia, District of Columbia and New York, and is a life member of the American Institute of CPAs.

    Richard Ferdinand

    Richard A. Ferdinand, CPA, M.B.A.

    Rich Ferdinand, CPA, specializes in providing financial and general management services to the small- and medium-sized business markets (SMBs).

    Mr. Ferdinand has served as Chief Financial Officer ranging from full time, interim or on a consulting basis for companies in various industries that are either early stage or mature, as well as requiring turnaround assistance.

    He is a past recipient of the Outstanding Instructor Award from the AICPA and a recipient of the Education Foundation's Award for Instructor Excellence and the Meritorious Service Award. He has previously taught part time at UCLA in the undergraduate and graduate business programs. Mr. Ferdinand is a licensed CPA in California and was formerly with Deloitte & Touche in Los Angeles. A native of New Jersey, Mr. Ferdinand graduated from Colgate University and received his MBA from the University of Chicago.

    John Fleming

    John M. Fleming, CPA, M.B.A.
    President
    Loscalzo Associates, Ltd.

    John M. Fleming, CPA, MBA, is licensed as a CPA in Pennsylvania, and is currently the director, content development, for SmartPros LTD., a division of Kaplan Professional Education. SmartPros is an international educational and training company specializing in accounting, finance, and ethics educational programs. Previously, John served as president and director of accounting and auditing for Loscalzo Associates, a division of SmartPros, for 28 years before retiring. John’s prior practice experience includes audit, tax, consulting, office management, and human resource responsibilities with Deloitte LLP, Richard Eisner & Company LLP, and Ernst & Young LLP. John is a graduate of LaSalle and Drexel Universities with degrees in accounting and finance. He has served as the 1999/2000 president of the 8,300 member Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA) and currently serves as a member of the Institute’s Accounting and Auditing Technical Committee.

    Jeffrey Lieman

    Jeffrey Lieman, CPA
    AICPA/Professional Development Institute

    Mr. Lieman currently heads his own consulting firm, Lieman Associates LLC, in Owings Mills, Maryland. He provides consulting services, contractual assistance services, and training to CPAs, their firms, and their clients. He is recognized nationally as a lecturer for various accounting, auditing, and technology topics and has been quoted in various trade journals. In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Mr. Lieman's previous experience included serving as the chief financial examiner for the Maryland Insurance Administration and being a director for Ellin & Tucker, Chartered. He trained staff in many areas of accounting, administration, and consulting. He also served as a senior manager and national trainer with KPMG in Baltimore, Maryland where he developed training materials for staff and instructors. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.

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    James Lindell

    James T. Lindell, CPA, M.B.A.
    AICPA/Professional Development Institute

    James T. Lindell, CPA, MBA Thorsten Consulting Group, Inc./Dousman, Wisconsin James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 40 M & A projects. James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a member of FEI (Financial Executives Institute). Jim is also a faculty member of the American Management Association and the Center for Professional Education. Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers” and a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”. CF 1/15/04 GM 5/3/02

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    Lawrence McClelland

    Lawrence A. McClelland, M.B.A., J.D.
    K2 Enterprises

    Lawrence A. (Mac) McClelland, MBA, JD Associate, K2 Enterprises Carriere, Mississippi mac@k2e.com Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting. He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence. Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

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