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.
(This is not a hands-on course.)
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.