in the knowthis course includes an analysis of all of the relevant authoritative pronouncements you...

2019-20 Annual CPE Index plus May/June/July Live Courses

Society of Louisiana Certified Public Accountants

You are what you learn.

KNOWIN THE

Special Events in this Issue:5/17 Women’s Conference6/17-18 Technology Conference7/1-5 Summer Education Conference7/26 Not-for-Profit Workshop

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Table of ContentsMay/June/July Live Courses

Accounting & Auditing . . . . . . . . . . . . . . . . . . . . . . . . . . 4Government & Nonprofit . . . . . . . . . . . . . . . . . . . . . . . 4Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Taxation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Conferences & Workshops . . . . . . . . . . . . . . . . . . . . . . 6

2019 Courses by DateMay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8June . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8July . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8August . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8September . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9October . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9November . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10December . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11January 2020 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

2019 Courses by CategoryAccounting & Auditing . . . . . . . . . . . . . . . . . . . . . . . . . 13Government & Nonprofit . . . . . . . . . . . . . . . . . . . . . . 14Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Specialized Knowledge . . . . . . . . . . . . . . . . . . . . . . . . 15Taxation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

2019 Courses by LocationAlexandria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Baton Rouge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Kenner/New Orleans . . . . . . . . . . . . . . . . . . . . . . . . . . 18Lafayette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Lake Charles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Monroe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Shreveport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

LCPA Administration and Registration Rules . . . . . . . . . . . . . . . . . Inside Back Cover

LOCATION KEY: AL = ALEXANDRIA BR = BATON ROUGE CV = COVINGTONKN = KENNER HO = HOUMA LC = LAKE CHARLES LF = LAFAYETTE MO = MONROE NO = NEW ORLEANS SH = SHREVEPORT WEB = ONLINE

You are what you learn.Just as the body needs food for fuel, your brain needs access to new information to keep you at the top of your game . Make sure you’re feeding it the best “food” available!

In addition to exclusive access to the best instructors in the country, LCPA curates an impressive curriculum of

courses that are specific to Louisiana laws and statutes. So whether you need an update on state sales and use tax, or the latest in global disruptive technologies, we’ve got what you need to help boost your brain power and your value as a trusted advisor .

This catalog outlines our LIVE courses for the 2019-20 CPE season, With a spotlight on our May, June, and July courses . If you’re looking for online courses, check lcpa .org/onlinecpe, where we are constantly adding to our catalog of hundreds of webcasts .

Comprehensive descriptions for all courses are available online . Go to lcpa .org and search by the acronym to learn more about a specific course.

Registration fees: Prices reflect the Member/Non-Member Early Bird fees for each course .

Course times: Unless otherwise noted, all courses are from 8:30 am – 4:30 pm . Registration opens 15 minutes before the course starts .

2019-20 Annual CPE Index plus May/June/July Live Courses

AICPA members receive an additional $30 off the advertised registration fee. (Only applies to 8-hour live courses.)

KNOWIN THE

Qualifies for Yellow Book

CATEGORY KEY: AA = ACCOUNTING & AUDITING GNP = GOVERNMENT & NONPROFITMG = MANAGEMENT PE = PROFESSIONAL ETHICSPD = PERSONAL DEVELOPMENT SK = SPECIALIZED KNOWLEDGE TX = TAXATION

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LOCATION KEY: AL = ALEXANDRIA BR = BATON ROUGE CV = COVINGTONKN = KENNER HO = HOUMA LC = LAKE CHARLES LF = LAFAYETTE MO = MONROE NO = NEW ORLEANS SH = SHREVEPORT WEB = ONLINE

We’ve set the menu, hand-picked the topics and speakers, and we’re ready to serve up our popular Lunch&Learn programs at the same, great 8-course combo price . Order the value meal — a hearty 16 CPE credits — or go a’ la carte and pick any of the individual 2-hour programs . You can choose to dine-in at our Kenner Training Center, or let us deliver the live webcasts to you . We don’t even mind if you eat and run, after all that’s what makes these 2-hour programs so convenient . It’s like the comfort food of CPE!

Get complete course descriptions at lcpa.org/LetsDoLunch

Date Topic/Speaker Category

5/21 Retirement Strategies for Small Business OwnersVanessa Brown Claiborne, CPA • President – Chaffe & Associates Charles Bosch • VP, Senior Trust Advisor Regions Private Wealth Management • New Orleans, LA

Management

6/25 Top Tech Trends Transforming BusinessLes Nettleton • Director of Information Technology Bourgeois Bennett Metairie, LA

Management

7/23 Managing People, Problems, and ProceduresHelene K . Wall, SHRM-SCP • Associate Director HR Consultant Postlethwaite & Netterville, APAC • Baton Rouge, LA

Management

8/20 Hot Healthcare Issues Burning Up My Phone and EmailMichael Bertaut • Healthcare Economist and Exchange Coordinator Blue Cross and Blue Shield of Louisiana • Baton Rouge, LA

Management

9/17 Current Developments in Louisiana Sales & Use TaxRobert S . “Bob” Angelico, CPA, JD • Managing Partner Liskow & Lewis • New Orleans, LA

Taxation

10/22 Section 199A Lessons LearnedGerard H . “Jerry” Schreiber Jr ., CPA • Partner Schreiber & Schreiber, CPAs • Metairie, LA

Taxation

11/19 Catching the Crooks: Unbelievable (but True!) Cases of Fraud and What to Learn From ThemDavid Yellott, CPA, CGMA • Comptroller East Baton Rouge Sheriff’s Office • Baton Rouge

Accounting & Auditing

12/17 Understanding Financial Statements and Key RatiosEric E . Bosch, CPA • Director, Audit and Assurance Services LaPorte CPAs & Business Advisors • New Orleans, LA

Accounting & Auditing

Combo Meal or a’ la Carte Register for 1, 2, or go for all 8 and take advantage of the series member discount of $336 (good through May 21) .

To get the series discount, put all 8 Lunch&Learn programs in your online shopping cart and enter the promo code LETSDOLUNCH and the discount will be applied to your total . Due to the discounted series price, there will be no refunds or adjustments for cancellations .

For those With smaller CPE appetites, pick and choose at the low individual member price of $48 per course .

LUNCH&LEARN CPE Series

LCPA Small Business

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ACCOUNTING & AUDITING

GOVERNMENT & NONPROFIT

Simplify your search. Enter the course acronym into the search box at lcpa.org.

7/30 Accounting Standards for Small and Medium-Sized Businesses: Best Annual Update and Review of US GAAP, Tax and Cash, and the AICPA Financial Reporting Frameworks

Speaker: Walter Haig

This course provides an update of the recent changes that have occurred in the financial reporting frame-works commonly used by small- and medium-sized entities (SMEs). Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted. The new US GAAP lease accounting standard will be covered in detail .

7/31 Preparation, Compilation and Review Standards: The Best Annual Update and Review of the SSARS

Speaker: Walter Haig

This course includes an analysis of all of the relevant authoritative pronouncements you should understand in order to properly perform preparation, compilation and review engagements following SSARS 21 as amended by SSARS’ 22, 23, and 24 . A practical step-by-step process is provided for each level of service . The course is loaded With practice aids to help you comply With the standards . Troublesome areas in the standards as identified in peer reviews and litigation will be highlighted.

Acronym . . . . . . PFSSME119City . . . . . . . . . . . . . . . . . . .KNCPE . . . . . . . . . . . . . . . . . . . . 8Early Bird Fee . . . . $315/415Add $50 after . . . . . . . . 7/15

Acronym . . . . . . . PCRUR119City . . . . . . . . . . . . . . . . . . .KNCPE . . . . . . . . . . . . . . . . . . . . 8Early Bird Fee . . . . $315/415Add $50 after . . . . . . . . 7/16

MANAGEMENT

6/19 Teleconference: Not-for-Profit Accounting, Auditing & Tax UpdateSpeaker: Clinton Davis

Our panel will cover the latest and most important GAAP and tax developments affecting nonprofit organizations, including changes affecting nonprofits in the TCJA, ASU 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, ASU 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made, and more .

7/24 Teleconference: Governmental Accounting & Auditing UpdateSpeakers: David Bean, Carole Burgess, Frank Crawford, and David Cotton

Our panel of practitioners will review recent accounting and auditing developments impacting governments and government auditors . This includes single audit and Yellow Book issues, new and recently effective GASB pronouncements, audit issues, and issues on the horizon.

Cities/Acronyms KN . . . . . . . . . . CPN06K19 MN . . . . . . . . . CPN06M19 SH . . . . . . . . . . . CPN06S19 Level . . . . . . . . . . . . .Update CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $225/325 Add $50 after . . . . . . . . . 6/4

Cities/Acronyms KN . . . . . . . . . . CPN07K19 MN . . . . . . . . . CPN07M19 SH . . . . . . . . . . . CPN07S19 Level . . . . . . . . . . . . .Update CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $225/325 Add $50 after . . . . . . . . . 7/9

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MANAGEMENT

5/21 Lunch&Learn: Retirement Strategies for Small Business OwnersSpeakers: Vanessa Brown Claibrone and Chris Bosch

The company is typically the business owner’s largest asset and most business owners don’t know its value . Learn how to maximize the value and reduce the risk for a successful transfer . And because retirement needs are a critical part of any business transfer strategy, this program also will cover goal-based financial planning to measure needs versus resources and investment strategies to meet goals.

6/25 Lunch&Learn: Top Tech Trends Transforming BusinessSpeaker: Les Nettleton

Hardware, software, and the way we use them is constantly changing . Keeping data secure is a perpetual battle . This program will look at what you must consider as you make decisions on the future of your technology . Les Nettleton will look at Cybersecurity, Blockchain, software and software licensing, cloud computing, working remotely, Bring Your Own Device (BYOD), and the risks associated With mobile devices .

7/23 Lunch&Learn: Managing People, Problems, and ProceduresSpeaker: Helene Wall

To succeed in today’s business environment, organizations have come to expect their managers and supervisors to manage the 3Ps (People, Problems, Procedures) in addition to performing their own job duties and responding to customer needs . Add to this list having to follow procedures that are often outdated or ineffective, and suddenly that 8-hour day looks more like 10 or 11. HR Consultant Helene Wall shares practical, results-driven ways to make it better .

Acronym . . . . . . . . . . . LL119City . . . . . . . . . . . . . . . . . . .KNCPE . . . . . . . . . . . . . . . . . . . . 2Fee . . . . . . . . . . . . . . . $48/70



5/8 Teleconference: Estate Planning and Trusts for CPAs

CPAs, although not practicing law, need to understand the basics of estate and trust planning . As usually the first and most trusted planning professional for their clients, this knowledge is critical to fully serving them . The course will cover the types and uses of the various planning alternatives and equip CPAs to advise clients and work With legal counsel to find the best solutions for the client.

5/29 Teleconference: S Corporation Update After Tax Reform

This course covers the S corp rules CPA needs to know, from basics such as qualification of an, entity as an S corp and basis rules, to hot topics such as the pass-through entity deduction and the new ability of nonresidents to be beneficiaries of a trust owning S corp stock, to advanced topics such as special issues for trusts owning S corporation stock and tax planning using multiple types of entities including S corporations to achieve results not possible With a single entity type .

Cities/Acronyms KN . . . . . . . . . CPN051K19 MN . . . . . . . . CPN051M19 SH . . . . . . . . . . CPN051S19 Level . . . . . . . . . . . . .Update CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $225/325 Add $50 after . . . . . . . . 4/23

Cities/Acronyms KN . . . . . . . . . CPN052K19 MN . . . . . . . . CPN052M19 SH . . . . . . . . . . CPN052S19 Level . . . . . . . . . . . . .Update CPE . . . . . . . . . . . . . . . . . . . . 8 Early Bird Fee . . . . $225/325 Add $50 after . . . . . . . . 5/14

TAXATION

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CONFERENCES & WORKSHOPS

The beauty of the mosaic is in how a thousand tiny pieces all come together to form a bigger, more beautiful piece . Similarly, your journey is made of a million diverse experiences that, when collected across a lifetime, have given you your unique perspective and strengths .

To celebrate and enhance those strengths, we’ve brought together a lineup of amazing women — women from diverse backgrounds who will share their stories and inspire you to find the masterpiece in you.

This special event is our highest rated event of the year . The conversations are lively and meaningful, and our world-class speakers offer best practices and sage advice for seizing your own personal power and celebrating your strengths . Don’t miss it!

Give your technology a refresh! This conference is presented by the award-winning tech gurus at K2 Enterprises, whose core strength is teaching technology in the accounting environment . Steve, Mac, Val, and Tommy have decades of experience and will present a well-balanced agenda of tools, security, personal technologies, and more . They’ll give you a holistic approach to managing your technology, including objective previews of popular products, shortcuts to save you time, the latest in security, and a thorough review of how emerging technologies will shape how we work in the near future . You’ll walk away With budget and time-saving strategies you can install immediately to make your organization more successful and give you peace of mind .

WC19 • Up to 8 CPE Credits • Early Bird Fee $299/399 (through 5/2)Register online at lcpa.org/WC19

LMC19 • Up to 17 CPE Credits • Early Bird Fee $529/729 (through 6/2)Register online at lcpa.org/LMC19



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The Summer Education Conference is the perfect balance of hot topics presented by the industry’s best speakers With plenty of downtime for fun in the sun With family and friends . And this year we’ve sweetened the deal by scheduling it over the 4th of July holiday, making it easier to plan your summer vacation . We have a variety of accommodations, starting at just $215/night, so we have something to fit just about any vacation budget . Don’t miss this summer classic!

At the root of every nonprofit is a team of passionate professionals dedicated to fulfilling the organization’s mission. In order to keep producing good work and having a positive impact, they need strong, clear financial guidance — so they turn to you. The 2019 Not-for-Profit Workshop covers the latest standards impacting nonprofits plus new tech tools and innovations to save you time and increase your revenue streams. You’ll leave ready to help the organizations you support build stronger, more sustainable futures .

SEC19 • Up to 20 CPE Credits • Early Bird Fee $500/600 (through 6/14)Register online at lcpa.org/SEC19

NFP19 • Up to 8 CPE Credits • Early Bird Fee $269/369 (through 7/11)Register online at lcpa.org/NFP19

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MAY5/8 Teleconference: Estate Planning and Trusts for CPAs (CPN051K19) . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Panel . . . . . . . . . . . .85/8 Teleconference: Estate Planning and Trusts for CPAs (CPN051S19) . . . . . . . . . . . . . . . . . . SH . . . . .TX . . . . Panel . . . . . . . . . . . .85/8 Teleconference: Estate Planning and Trusts for CPAs (CPN051M19) . . . . . . . . . . . . . . . . . MO . . . .TX . . . . Panel . . . . . . . . . . . .85/21 Lunch&Learn: Retirement Strategies for Small Business Owners (LL119) . . . . . . . . . . . . . NO . . . . MG . . . Brown/Bosch . . . . .25/29 Teleconference: S Corporation Update After Tax Reform (CPN052K19) . . . . . . . . . . . . . . NO . . . . .TX . . . . Panel . . . . . . . . . . . .85/29 Teleconference: S Corporation Update After Tax Reform (CPN052S19) . . . . . . . . . . . . . . . SH . . . . .TX . . . . Panel . . . . . . . . . . . .85/29 Teleconference: S Corporation Update After Tax Reform (CPN052M19) . . . . . . . . . . . . . . MO . . . .TX . . . . Panel . . . . . . . . . . . .8

JUNE6/19 Teleconference: Not-for-Profit Accounting, Auditing & Tax Update (CPN06K19) . . . . . . . NO . . . .GNP . . . Panel . . . . . . . . . . . .86/19 Teleconference: Not-for-Profit Accounting, Auditing & Tax Update (CPN06S19) . . . . . . . SH . . . .GNP . . . Panel . . . . . . . . . . . .86/19 Teleconference: Not-for-Profit Accounting, Auditing & Tax Update (CPN06M19) . . . . . . . MO . . .GNP . . . Panel . . . . . . . . . . . .86/25 Lunch&Learn: Top Tech Trends Transforming Business (LL219) . . . . . . . . . . . . . . . . . . . . . NO . . . . MG . . . Nettleton . . . . . . . . .2

JULY7/23 Lunch&Learn: Managing People, Problems, and Procedures (LL319) . . . . . . . . . . . . . . . . . NO . . . . MG . . . Wall . . . . . . . . . . . . .27/24 Teleconference: Governmental Accounting & Auditing Update (CPN07K19) . . . . . . . . . . . NO . . . .GNP . . . Panel . . . . . . . . . . . .87/24 Teleconference: Governmental Accounting & Auditing Update (CPN07S19) . . . . . . . . . . . SH . . . .GNP . . . Panel . . . . . . . . . . . .87/24 Teleconference: Governmental Accounting & Auditing Update (CPN07M19) . . . . . . . . . . MO . . .GNP . . . Panel . . . . . . . . . . . .87/26 2019 Not-for-Profit Workshop (NFP19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . MG . . . Various . . . . . . . . . .87/30 Accounting Standards for Small/Medium-Sized Businesses: The Best Annual Update and Review of US GAAP, Tax and Cash, and the AICPA Financial Reporting Frameworks (PFSSME119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Haig . . . . . . . . . . . . .87/31 Preparation, Compilation & Review Standards: The Best Annual Update and Review of the SSARS (PCRUR119) . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Haig . . . . . . . . . . . . .8

AUGUST8/1 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Problems Using Analytical Procedures as the Primary Tool (BFHC119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Haig . . . . . . . . . . . . .88/9 2019 Louisiana State & Local Tax Workshop (SALT19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . .TX . . . . Various . . . . . . . . . .88/5-7 Staff Training Level II (STSS19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LF . . . . . AA . . . . Oestriecher . . . . . .248/15-16 2019 Business & Industry Conference (BIC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . MG . . . Various . . . . . . . . .168/20 Lunch&Learn: Hot Health Care Issues Burning Up My Phone and Email (LL419) . . . . . . . NO . . . . MG . . . Bertaut . . . . . . . . . .28/21 Teleconference: Compilation and Review Update (CPN08K19) . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Panel . . . . . . . . . . . .88/21 Teleconference: Compilation and Review Update (CPN08S19) . . . . . . . . . . . . . . . . . . . . . . SH . . . . AA . . . . Panel . . . . . . . . . . . .88/21 Teleconference: Compilation and Review Update (CPN08M19) . . . . . . . . . . . . . . . . . . . . . MO . . . AA . . . . Panel . . . . . . . . . . . .88/22-23 2019 Accounting & Auditing Conference (LAAC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Various . . . . . . . . .168/26 2019 Estate & Financial Planning Workshop (EFP19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SH . . . . .TX . . . . Various . . . . . . . . . .88/27 Accounting, Audit, and Attest Update for Practitioners With Small-Business Clients (SMBP19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LF . . . . . AA . . . . Sausmer . . . . . . . . .88/28 Audits of 401(k) Plans: New Developments and Critical Issues (AFPL19) . . . . . . . . . . . . . . BR . . . . AA . . . . Sausmer . . . . . . . . .8

Date Title & Acronym City Cat Speaker CPE

COURSES BY DATE

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COURSES BY DATEDate Title & Acronym City Cat Speaker CPE

SEPTEMBER9/17 Lunch&Learn: Current Developments in Sales & Use Tax (LL519) . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Angelico . . . . . . . . . .29/23 2019 Financial Institutions Conference (FIC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . MG . . . Various . . . . . . . . . .89/23 Testing Compliance With Laws and Regulations in a Governmental Audit (TCGA119) . . . AL . . . .GNP . . . Inzina . . . . . . . . . . . .89/24 Auditing Troublesome Areas in Governmental Financial Statements (ATAG119) . . . . . . . AL . . . .GNP . . . Inzina . . . . . . . . . . . .89/25 2019 Small Business Workshop (SBW19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . MG . . . Various . . . . . . . . . .89/25 Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (ENFP19) . . . . . . LF . . . . .GNP . . . Quickel . . . . . . . . . . .89/25 Teleconference: Business Fraud Update (CPN09K19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . MG . . . Panel . . . . . . . . . . . .89/25 Teleconference: Business Fraud Update (CPN09S19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SH . . . . MG . . . Panel . . . . . . . . . . . .89/25 Teleconference: Business Fraud Update (CPN09M19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MO . . . MG . . . Panel . . . . . . . . . . . .89/26 Multistate Tax Update (MSTU119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Frost . . . . . . . . . . . . .89/26 Revenue Recognition, Leases, & Financial Instruments: FASB’s “Big Three” New Standards (FSBT119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . AA . . . . Quickel . . . . . . . . . . .89/27 Latest Developments in Government and Nonprofit Accounting and Auditing (GNAA19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . .GNP . . . Quickel . . . . . . . . . . .89/27 Practical Planning Boot Camp: S Corporations and LLCs (TCBU19) . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Frost . . . . . . . . . . . . .8

OCTOBER10/3 2019 Accounting and Auditing Symposium (AAS19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AL . . . . AA . . . . Oestriechers . . . . . .810/17 Enterprise Risk Management: New Approaches for Today’s Complexities (RMGT19) . . . NO . . . . MG . . . Fountain . . . . . . . . .810/17 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LF . . . . . AA . . . . Georger . . . . . . . . . .410/17 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS119) . . . . . . . . . LF . . . . . AA . . . . Georger . . . . . . . . . .410/18 2019 Medical and Healthcare Services Workshop (MED19) . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . MG . . . Various . . . . . . . . . .810/18 Apply Professional Skepticism in an Audit (CL4SKEP19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Fountain . . . . . . . . .410/18 Audit Workpapers: Documenting Field Work (CL4DFW19) . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Fountain . . . . . . . . .410/18 FASB Review for Business & Industry (FASBI119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LF . . . . . AA . . . . Georger . . . . . . . . . .810/21 Annual Update for Accountants & Auditors (AUAA119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . LC . . . . AA . . . . Wells . . . . . . . . . . . .810/21 K2’s Accounting Solutions Shootout for Small and Mid-Sized Businesses (ASM19) . . . . . NO . . . . MG . . . Tankersley . . . . . . . .810/21 Multistate Tax Update (MSTU219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SH . . . . .TX . . . . Davis . . . . . . . . . . . .810/22 Estate and Life Planning Issues for the Middle-Income Client (PMIC19) . . . . . . . . . . . . . . . SH . . . . .TX . . . . Davis . . . . . . . . . . . .810/22 Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes (TTFS19) . . . . . . . LC . . . . AA . . . . Wells . . . . . . . . . . . .810/22 Lunch&Learn: Section 199A Lessons Learned (LL619) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Schreiber . . . . . . . . .210/22 Technology for CPAs – Don’t Get Left Behind (TEC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . MG . . . Tankersley . . . . . . . .810/23 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE119) . . NO . . . . AA . . . . Oestriecher . . . . . . .810/23 Teleconference: Accounting & Auditing Update (CPN10K19) . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Panel . . . . . . . . . . . .810/23 Teleconference: Accounting & Auditing Update (CPN10S19) . . . . . . . . . . . . . . . . . . . . . . . . SH . . . . AA . . . . Panel . . . . . . . . . . . .810/23 Teleconference: Accounting & Auditing Update (CPN10M19) . . . . . . . . . . . . . . . . . . . . . . . MO . . . AA . . . . Panel . . . . . . . . . . . .810/24-25 2019 Forensic Litigation & Valuation Services Workshop (FLVS19) . . . . . . . . . . . . . . . . . . . BR . . . . SK . . . . Various . . . . . . . . .1610/24 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Hamilton . . . . . . . . .410/24 Securing a Comfortable Retirement in the Age of Spending (SCRT19) . . . . . . . . . . . . . . . . LF . . . . . .TX . . . . Emerson . . . . . . . . .810/24 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS219) . . . . . . . . . NO . . . . AA . . . . Hamilton . . . . . . . . .410/25 Financial Statement Analysis: Basis for Management Advice (FSABM19) . . . . . . . . . . . . . . NO . . . . AA . . . . Hamilton . . . . . . . . .810/25 Surgent’s Advanced Individual Income Tax Return Issues (STRI19) . . . . . . . . . . . . . . . . . . . LF . . . . . .TX . . . . Emerson . . . . . . . . .8


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10/28 Internal Control Best Practices for Small and Medium-Sized Entities (ICSM19) . . . . . . . . BR . . . . AA . . . . Taylor . . . . . . . . . . . .810/28 Multistate Income Tax (MIT19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Murphy . . . . . . . . . .810/28 This Year’s Best Income Tax, Estate Tax, and Financial Planning Ideas (IEFP119) . . . . . . . SH . . . . .TX . . . . Satinsky . . . . . . . . . .810/29 Annual Update for Accountants & Auditors (AUAA219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . AA . . . . Taylor . . . . . . . . . . . .810/29 Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs (STSB19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Murphy . . . . . . . . . .810/29 Surgent’s Annual Tax Planning Guide for S Corporations, Partnerships, and LLCs (TPGS119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SH . . . . .TX . . . . Satinsky . . . . . . . . . .810/30 Best Practices for Payroll Taxes and 1099 Issues (GPT19) . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Thelen . . . . . . . . . . .810/30 Testing Compliance With Laws and Regulations in a Governmental Audit (TGCA219) . . . BR . . . .GNP . . . Inzina . . . . . . . . . . . .810/31 Government Auditing Standards 2018 (GAS119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . .GNP . . . Inzina . . . . . . . . . . . .810/31 Reviewing Pass-Through Tax Returns: What Are You Missing? (RPTR119) . . . . . . . . . . . . . NO . . . . .TX . . . . Thelen . . . . . . . . . . .8

NOVEMBER11/4 Hottest Tax Planning Developments Under the Current Tax Law (CL4HOT19) . . . . . . . . . BR . . . . .TX . . . . Renberg . . . . . . . . . .411/4 Reviewing Individual Tax Returns:What Are You Missing? (CL4ITRM119) . . . . . . . . . . . . . . BR . . . . .TX . . . . Renberg . . . . . . . . . .411/4 The Best S Corporation, Limited Liability, and Partnership Update by Surgent (BCPE119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MO . . . .TX . . . . Phillips . . . . . . . . . . .811/5 Advanced Tax Strategies for LLCs and Partnerships (DTT19) . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . .TX . . . . Renberg . . . . . . . . . .811/5 Real Estate Tax Boot Camp (RETC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Frost . . . . . . . . . . . . .811/5 The Best Individual Income Tax Update by Surgent (BITU119) . . . . . . . . . . . . . . . . . . . . . . MO . . . .TX . . . . Phillips . . . . . . . . . . .811/6 Buying and Selling a Business: Critical Tax and Structuring Issues (SELL19) . . . . . . . . . . . NO . . . . .TX . . . . Frost . . . . . . . . . . . . .811/7-8 2019 Winter Cluster (WINCL19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LC . . . . MG . . . Various . . . . . . . . .1211/7 Basis/Distributions for Pass-Through Entities: Simplifying the Complexities (BADI119) . NO . . . . .TX . . . . Renberg . . . . . . . . . .811/7 The Best Federal Tax Update by Surgent (BFTU119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SH . . . . .TX . . . . Taylor . . . . . . . . . . . .811/7 The Best S Corporation, Limited Liability, and Partnership Update by Surgent (BCPE219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LF . . . . . .TX . . . . Frost . . . . . . . . . . . . .811/7 Revenue Recognition, Lease, and Financial Instruments: The FASB’s “Big Three” New Standards (FSBT219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AL . . . . AA . . . . Sheets . . . . . . . . . . .811/8 Accounting for Financial Statement Uncertainty: Estimates, Contingencies, and Going Concern (AFS419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . AL . . . . AA . . . . Sheets . . . . . . . . . . .411/8 Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (CMT419) AL . . . . AA . . . . Sheets . . . . . . . . . . .411/8 Hottest Tax Topics for 2019 (HOT119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Renberg . . . . . . . . . .811/8 Social Security and Medicare: Planning for You and Your Clients (SSRB19) . . . . . . . . . . . . SH . . . . .TX . . . . Taylor . . . . . . . . . . . .811/8 The Best Individual Income Tax Update by Surgent (BITU219) . . . . . . . . . . . . . . . . . . . . . . LF . . . . . .TX . . . . Frost . . . . . . . . . . . . .811/12 Preparation, Compilation & Review Standards: The Best Annual Update and Review of the SSARS (PCRUR219) . . . . . . . . . . . . . . . . . . . . . SH . . . . AA . . . . Haig . . . . . . . . . . . . .811/12 This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP219) . . . . . . . NO . . . . .TX . . . . Satinsky . . . . . . . . . .811/13 Accounting Standards for Small/Medium-Sized Businesses: The Best Annual Update and Review of US GAAP, Tax and Cash, and the AICPA Financial Reporting Frameworks (PFSSME219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SH . . . . AA . . . . Haig . . . . . . . . . . . . .811/13 Surgent’s Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (TPGS219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Satinsky . . . . . . . . . .811/13 Teleconference: Partnerships & LLCs After Tax Reform (CPN11K19) . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Panel . . . . . . . . . . . .811/13 Teleconference: Partnerships & LLCs After Tax Reform (CPN11S19) . . . . . . . . . . . . . . . . . SH . . . . .TX . . . . Panel . . . . . . . . . . . .811/13 Teleconference: Partnerships & LLCs After Tax Reform (CPN11M19) . . . . . . . . . . . . . . . . . MO . . . . .TX . . . . Panel . . . . . . . . . . . .8


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11/14-15 2019 Government Accounting & Auditing Conference (GAAC19) . . . . . . . . . . . . . . . . . . . . LF . . . . .GNP . . . Various . . . . . . . . .1611/14 AICPA’s Annual Federal Tax Update (PTU119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . .TX . . . . Carnes . . . . . . . . . . .811/14 Change the Way You Work: Success as a Virtual CFO (CL4VCCO19) . . . . . . . . . . . . . . . . . . NO . . . . MG . . . Kral . . . . . . . . . . . . . .411/14 Developing Your Digital Mindset (CL4DYDM19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . MG . . . Kral . . . . . . . . . . . . . .411/14 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Problems Using Analytical Procedures as the Primary Tool (BFHC219) SH . . . . AA . . . . Haig . . . . . . . . . . . . .811/15 FASB Review for Business & Industry (FASBI219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Kral . . . . . . . . . . . . . .811/15 Reviewing Pass-Through Tax Returns: What Are You Missing? (RPTR219) . . . . . . . . . . . . . BR . . . . .TX . . . . Carnes . . . . . . . . . . .811/18 2019 Human Resources Workshop (HRW19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . MG . . . Various . . . . . . . . . .811/18 Hottest Tax Topics for 2019 (HOT219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LC . . . . .TX . . . . Ingber . . . . . . . . . . .811/18 The Complete Guide to Payroll Taxes and 1099 Issues (CGPT19) . . . . . . . . . . . . . . . . . . . . BR . . . . .TX . . . . Taylor . . . . . . . . . . . .811/19 Lunch&Learn: Catching the Crooks: Unbelievable (but True!) Cases of Fraud: What to Learn (LL719) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Yellott . . . . . . . . . . . .211/19 Nexus Update: Latest Deveopments in State Income, Franchise, and Sales Tax (NXUP19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LC . . . . .TX . . . . Ingber . . . . . . . . . . .811/19 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE219) . . LF . . . . . AA . . . . Oestriecher . . . . . . .811/19 This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP319) . . . . . . . BR . . . . .TX . . . . Taylor . . . . . . . . . . . .811/20 Applying the Risk Assessment Standards (ARAS419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AA . . . . .LF . . . . Oestriecher . . . . . . .4 11/20 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MO . . . AA . . . . Donti . . . . . . . . . . . .411/20 The Best S Corporation, Limited Liability, and Partnership Update by Surgent (BCPE319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Phillips . . . . . . . . . . .811/20 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS319) . . . . . . . . . MO . . . AA . . . . Donti . . . . . . . . . . . .411/21-22 2019 Oil & Gas Conference (OGC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LF . . . . . MG . . . Various . . . . . . . . .1211/21 Annual Update for Accountants & Auditors (AUAA319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . MO . . . AA . . . . Donti . . . . . . . . . . . .811/21 The Best Individual Income Tax Update by Surgent (BITU319) . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Phillips . . . . . . . . . . .811/25 Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (FTL419) . . . . . . . . . . . . . . . . . . . . . . . LF . . . . . .TX . . . . Davis . . . . . . . . . . . .411/25 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . AA . . . . Van Wagoner . . . . .411/25 Obtaining and Evaluating Audit Evidence (AUDEV19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Inzina . . . . . . . . . . . .811/25 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS419) . . . . . . . . . BR . . . . AA . . . . Van Wagoner . . . . .411/25 The Top Five Tax Issues in Dealing With LLCs and Partnerships (LP0419) . . . . . . . . . . . . . LF . . . . . .TX . . . . Davis . . . . . . . . . . . .411/26 FASB Review for Business & Industry (FASBI319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . AA . . . . Van Wagoner . . . . .811/26 Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB19) . . . . . . . . . . . . . LF . . . . . .TX . . . . Davis . . . . . . . . . . . .811/26 How Smaller Entities Can Establish Adequate Internal Controls (HSIC19) . . . . . . . . . . . . . NO . . . . AA . . . . Inzina . . . . . . . . . . . .8

DECEMBER12/2 2019 Winter Tech Fest (WTKN19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . MG . . . . . . . . . . . . . . . . . . . .812/2 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE319) . . MO . . . AA . . . . Oestriecher . . . . . . .812/2 Reviewing Individual Tax Returns: What Are You Missing? (CL4ITRM219) . . . . . . . . . . . . . LF . . . . . .TX . . . . Renberg . . . . . . . . . .412/2 Social Security and Medicare: Maximizing Retirement Benefits (CL4SSM19) . . . . . . . . . . . LF . . . . . .TX . . . . Renberg . . . . . . . . . .412/3 AICPA’s Annual Federal Tax Update (PTU219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LF . . . . . .TX . . . . Renberg . . . . . . . . . .812/3 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Problems Using Analytical Procedures as the Primary Tool (BFHC319) . . . . NO . . . . AA . . . . Haig . . . . . . . . . . . . .8

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12/4 Common Causes of Audit Failures (and How to Avoid Them) (CCAF19) . . . . . . . . . . . . . . . LF . . . . . AA . . . . Inzina . . . . . . . . . . . .812/4 Preparation, Compilation & Review Standards: The Best Annual Update and Review of the SSARS (PCRUR319) . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Haig . . . . . . . . . . . . .812/5 Accounting Standards for Small/Medium-Sized Businesses: The Best Annual Update and Review of US GAAP, Tax and Cash, and the AICPA Financial Reporting Frameworks (PFSSME319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Haig . . . . . . . . . . . . .812/5 Government Auditing Standards 2018 (GAS219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LF . . . . .GNP . . . Inzina . . . . . . . . . . . .812/5 The Best Federal Tax Update by Surgent (BFTU219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . .TX . . . . Auerbach . . . . . . . . .812/6 2019 Tax Symposium (TS19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SH . . . . .TX . . . . Various . . . . . . . . . .812/6 Form 1040 Return Review for New and Experienced Reviewers (ERTW19) . . . . . . . . . . . . BR . . . . .TX . . . . Auerbach . . . . . . . . .812/6 The Personal Financial Health Checkup: The Best Personal Financial Planning Course (PFHC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . AA . . . . Haig . . . . . . . . . . . . .812/9 A Complete Guide to the New Yellow Book (CGYB19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . .GNP . . . Lindley . . . . . . . . . . .812/9 Excel Data Magic, Including Advanced PivotTables and Power Pivot (EDM19) . . . . . . . . . LF . . . . . MG . . . Yoss . . . . . . . . . . . . .812/10 Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing From Everyone (FANG19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . .GNP . . . Lindley . . . . . . . . . . .812/10 Identity Theft: Preventing, Detecting & Investigating (IDENT19) . . . . . . . . . . . . . . . . . . . . . SH . . . . AA . . . . Newell . . . . . . . . . . .812/10 Microsoft Office 365 – All the Things You Need to Know (MSO19) . . . . . . . . . . . . . . . . . . . LF . . . . . MG . . . Yoss . . . . . . . . . . . . .812/11 Accounting & Auditing Update (CL4AUAA19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SH . . . . AA . . . . Newell . . . . . . . . . . .412/11 Teleconference: Annual Tax Update (CPN12K19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Panel . . . . . . . . . . . .812/11 Teleconference: Annual Tax Update (CPN12S19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SH . . . . .TX . . . . Panel . . . . . . . . . . . .812/11 Teleconference: Annual Tax Update (CPN12M19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MO . . . .TX . . . . Panel . . . . . . . . . . . .812/11 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS519) . . . . . . . . . SH . . . . AA . . . . Newell . . . . . . . . . . .412/12-13 2019 Louisiana Tax Conference (LTC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Various . . . . . . . . .1612/16 Auditing Troublesome Areas in Governmental Financial Statements (ATAG219) . . . . . . . NO . . . .GNP . . . Inzina . . . . . . . . . . . .812/16 Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies (CYCT19) . . . . . . . . SH . . . . .TX . . . . Blum . . . . . . . . . . . .812/16 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE419) . . BR . . . . AA . . . . Oestriecher . . . . . . .812/17 Construction Contractors: Accounting, Auditing and Tax (CAAT19) . . . . . . . . . . . . . . . . . . LF . . . . . AA . . . . Ristaino . . . . . . . . . .812/17 Lunch&Learn: Understanding Financial Statements and Key Ratios (LL819) . . . . . . . . . . . NO . . . . AA . . . . Bosch . . . . . . . . . . . .212/17 Risk Assessment in Smaller Entities (RASE19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BR . . . . AA . . . . Inzina . . . . . . . . . . . .812/17 Tax Considerations and Consequences for Closely Held Businesses (CHTX19) . . . . . . . . SH . . . . .TX . . . . Blum . . . . . . . . . . . .812/18 Accounting and Auditing Update for Small Businesses (SMBZ19) . . . . . . . . . . . . . . . . . . . . LF . . . . . AA . . . . Ristaino . . . . . . . . . .812/18 Basis/Distributions for Pass-Through Entities: Simplifying the Complexities (BADI219) . MO . . . .TX . . . . Blum . . . . . . . . . . . .812/18 Form 1065 Boot Camp: Step-by-Step Preparation With Completed Forms (106519) . . . . NO . . . . .TX . . . . Grande . . . . . . . . . . .812/18 The Best Federal Tax Update by Surgent (BFTU319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LC . . . . .TX . . . . Taylor . . . . . . . . . . . .812/19 Form 1120S Boot Camp: Step-by-Step Preparation With Completed Forms (SUBS19) . . NO . . . . .TX . . . . Grande . . . . . . . . . . .812/19 Hottest Tax Topics for 2019 (HOT319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MO . . . .TX . . . . Blum . . . . . . . . . . . .812/19 The Best Federal Tax Update by Surgent (BFTU419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . AL . . . . .TX . . . . Taylor . . . . . . . . . . . .8

JANUARY1/20/20 Preparing Individual Tax Returns for New Staff and Para-Professionals (PITR20) . . . . . . LF . . . . . .TX . . . . Evanich . . . . . . . . . .81/21/20 Form 1120S Boot Camp: Step-by-Step Preparation With Completed Forms (SUBS20) . . LF . . . . . .TX . . . . Evanich . . . . . . . . . .81/22/20 Surgent’s Advanced Individual Income Tax Return Issues (STRI20) . . . . . . . . . . . . . . . . . . . NO . . . . .TX . . . . Evanich . . . . . . . . . .8


13

COURSES BY DATEDate Title & Acronym City Speaker CPE

ACCOUNTING & AUDITING7/30 Accounting Standards for Small/Medium-Sized Businesses: The Best Annual Update and Review of US GAAP, Tax and Cash, and the AICPA Financial Reporting Frameworks (PFSSME119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Haig . . . . . . . . . . . . .87/31 Preparation, Compilation & Review Standards: The Best Annual Update and Review of the SSARS (PCRUR119) . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Haig . . . . . . . . . . . . .88/1 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Problems Using Analytical Procedures as the Primary Tool (BFHC119) . . . . . . . . . .NO . . . . . Haig . . . . . . . . . . . . .88/5-7 Staff Training Level II (STSS19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Oestriecher . . . . . .248/21 Teleconference: Compilation and Review Update (CPN08K19) . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Panel . . . . . . . . . . . .88/21 Teleconference: Compilation and Review Update (CPN08S19) . . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Panel . . . . . . . . . . . .88/21 Teleconference: Compilation and Review Update (CPN08M19) . . . . . . . . . . . . . . . . . . . . . . . . . . .MO . . . . . Panel . . . . . . . . . . . .88/22-23 2019 Accounting & Auditing Conference (LAAC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Various . . . . . . . . . .168/27 Accounting, Audit, and Attest Update for Practitioners With Small-Business Clients (SMBP19) LF . . . . . . Sausmer . . . . . . . . . .88/28 Audits of 401(k) Plans: New Developments and Critical Issues (AFPL19) . . . . . . . . . . . . . . . . . . . .BR . . . . . . Sausmer . . . . . . . . . .89/26 Revenue Recognition, Leases, & Financial Instruments: FASB’s “Big Three” New Standards (FSBT119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Quickel . . . . . . . . . . .810/3 2019 Accounting and Auditing Symposium (AAS19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AL . . . . . . Oestriechers . . . . . .810/17 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Georger . . . . . . . . . .410/17 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS119) . . . . . . . . . . . . . . .LF . . . . . . Georger . . . . . . . . . .410/18 FASB Review for Business & Industry (FASBI119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Georger . . . . . . . . . .810/18 Apply Professional Skepticism in an Audit (CL4SKEP19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Fountain . . . . . . . . . .410/18 Audit Workpapers: Documenting Field Work (CL4DFW19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Fountain . . . . . . . . . .410/21 Annual Update for Accountants & Auditors (AUAA119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LC . . . . . . Wells . . . . . . . . . . . . .810/22 Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes (TTFS19) . . . . . . . . . . . . .LC . . . . . . Wells . . . . . . . . . . . . .810/23 Teleconference: Accounting & Auditing Update (CPN10K19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Panel . . . . . . . . . . . .810/23 Teleconference: Accounting & Auditing Update (CPN10S19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Panel . . . . . . . . . . . .810/23 Teleconference: Accounting & Auditing Update (CPN10M19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MO . . . . . Panel . . . . . . . . . . . .810/23 Testing Compliance with Laws and Regulations in a Governmental Audit (TGCA119) . . . . . . . . .AL . . . . . . Inzina . . . . . . . . . . . .810/23 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE119) . . . . . . . .NO . . . . . Oestriecher . . . . . . .810/24 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Hamilton . . . . . . . . .410/24 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS219) . . . . . . . . . . . . . . .NO . . . . . Hamilton . . . . . . . . .410/25 Financial Statement Analysis: Basis For Management Advice (FSABM19) . . . . . . . . . . . . . . . . . . .NO . . . . . Hamilton . . . . . . . . .810/28 Internal Control Best Practices for Small and Medium-Sized Entities (ICSM19) . . . . . . . . . . . . . .BR . . . . . . Taylor . . . . . . . . . . . .810/29 Annual Update for Accountants & Auditors (AUAA219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Taylor . . . . . . . . . . . .811/7 Revenue Recognition, Lease, and Financial Instruments: The FASB’s “Big Three” New Standards (FSBT219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AL . . . . . . Sheets . . . . . . . . . . .811/8 Accounting for Financial Statement Uncertainty: Estimates, Contingencies, and Going Concern (AFS419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AL . . . . . . Sheets . . . . . . . . . . .411/8 Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (CMT419) . . . . . .AL . . . . . . Sheets . . . . . . . . . . .411/12 Preparation, Compilation & Review Standards: The Best Annual Update and Review of the SSARS (PCRUR219) . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Haig . . . . . . . . . . . . .8

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COURSES BY CATEGORYDate Title & Acronym City Speaker CPE


11/13 Accounting Standards for Small/Medium-Sized Businesses: The Best Annual Update and Review of US GAAP, Tax and Cash, and the AICPA Financial Reporting Frameworks (PFSSME219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Haig . . . . . . . . . . . . .811/14 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Problems Using Analytical Procedures as the Primary Tool (BFHC219) . . . . . . . . . .SH . . . . . . Haig . . . . . . . . . . . . .811/15 FASB Review for Business & Industry (FASBI219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Krall . . . . . . . . . . . . .811/19 Lunch&Learn: Catching the Crooks: Unbelievable (but True!) Cases of Fraud: What to Learn (LL719) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Yellott . . . . . . . . . . . .211/19 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE219) . . . . . . . .LF . . . . . . Oestriecher . . . . . . .811/20 Applying the Risk Assessment Standards (ARAS419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Oestriecher . . . . . . .411/20 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MO . . . . . Donti . . . . . . . . . . . . .411/20 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS319) . . . . . . . . . . . . . . .MO . . . . . Donti . . . . . . . . . . . . .411/21 Annual Update for Accountants & Auditors (AUAA319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MO . . . . . Donti . . . . . . . . . . . . .811/25 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Van Wagoner . . . . . .411/25 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS419) . . . . . . . . . . . . . . .BR . . . . . . Van Wagoner . . . . . .411/25 Obtaining and Evaluating Audit Evidence (AUDEV19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Inzina . . . . . . . . . . . .811/26 FASB Review for Business & Industry (FASBI319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Van Wagoner . . . . . .811/26 How Smaller Entities Can Establish Adequate Internal Controls (HSIC19) . . . . . . . . . . . . . . . . . . .NO . . . . . Inzina . . . . . . . . . . . .812/2 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE319) . . . . . . . .MO . . . . . Oestriecher . . . . . . .812/3 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Problems Using Analytical Procedures as the Primary Tool (BFHC319) . . . . . . . . . .NO . . . . . Haig . . . . . . . . . . . . .812/4 Common Causes of Audit Failures (and How to Avoid Them) (CCAF19) . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Inzina . . . . . . . . . . . .812/4 Preparation, Compilation & Review Standards: The Best Annual Update and Review of the SSARS (PCRUR319) . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Haig . . . . . . . . . . . . .812/5 Accounting Standards for Small/Medium-Sized Businesses: The Best Annual Update and Review of US GAAP, Tax and Cash, and the AICPA Financial Reporting Frameworks (PFSSME319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Haig . . . . . . . . . . . . .812/6 The Personal Financial Health Checkup: The Best Personal Financial Planning Course (PFHC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Haig . . . . . . . . . . . . .812/10 Identity Theft: Preventing, Detecting & Investigating (IDENT19) . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Newe . . . . . . . . . . . .812/11 Accounting & Auditing Update (CL4AUAA19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Newe . . . . . . . . . . . .412/11 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS519) . . . . . . . . . . . . . . .SH . . . . . . Newe . . . . . . . . . . . .412/16 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE419) . . . . . . . .BR . . . . . . Oestriecher . . . . . . .812/17 Construction Contractors: Accounting, Auditing and Tax (CAAT19) . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Ristaino . . . . . . . . . .812/17 Risk Assessment in Smaller Entities (RASE19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Inzina . . . . . . . . . . . .812/17 Lunch&Learn: Understanding Financial Statements and Key Ratios (LL819) . . . . . . . . . . . . . . . . .NO . . . . . Bosch . . . . . . . . . . . .212/18 Accounting and Auditing Update for Small Businesses (SMBZ19) . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Ristaino . . . . . . . . . .8

GOVERNMENT & NONPROFIT6/19 Teleconference: Not-for-Profit Accounting, Auditing & Tax Update (CPN06K19) . . . . . . . . . . . . .NO . . . . . Panel . . . . . . . . . . . .86/19 Teleconference: Not-for-Profit Accounting, Auditing & Tax Update (CPN06S19) . . . . . . . . . . . . .SH . . . . . . Panel . . . . . . . . . . . .86/19 Teleconference: Not-for-Profit Accounting, Auditing & Tax Update (CPN06M19) . . . . . . . . . . . . .MO . . . . . Panel . . . . . . . . . . . .87/24 Teleconference: Governmental Accounting & Auditing Update (CPN07K19) . . . . . . . . . . . . . . . . .NO . . . . . Panel . . . . . . . . . . . .87/24 Teleconference: Governmental Accounting & Auditing Update (CPN07S19) . . . . . . . . . . . . . . . . .SH . . . . . . Panel . . . . . . . . . . . .8

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7/24 Teleconference: Governmental Accounting & Auditing Update (CPN07M19) . . . . . . . . . . . . . . . .MO . . . . . Panel . . . . . . . . . . . .87/26 2019 Not-for-Profit Workshop (NFP19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Various . . . . . . . . . . .89/23 Testing Compliance With Laws and Regulations in a Governmental Audit (TCGA119) . . . . . . . . .AL . . . . . . Inzina . . . . . . . . . . . .89/24 Auditing Troublesome Areas in Governmental Financial Statements (ATAG119) . . . . . . . . . . . . .AL . . . . . . Inzina . . . . . . . . . . . .89/25 Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (ENFP19) . . . . . . . . . . . .LF . . . . . . Quicke . . . . . . . . . . .89/27 Latest Developments in Government and Nonprofit Accounting and Auditing (GNAA19) . . . . .BR . . . . . . Quicke . . . . . . . . . . .810/30 Testing Compliance With Laws and Regulations in a Governmental Audit (TGCA219) . . . . . . . . .BR . . . . . . Inzina . . . . . . . . . . . .810/31 Government Auditing Standards 2018 (GAS119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Inzina . . . . . . . . . . . .811/14-15 2019 Government Accounting & Auditing Conference (GAAC19) . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Various . . . . . . . . . .1612/5 Government Auditing Standards 2018 (GAS219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Inzina . . . . . . . . . . . .812/9 A Complete Guide to the New Yellow Book (CGYB19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Lindley . . . . . . . . . . .812/10 Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing from Everyone (FANG19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Lindley . . . . . . . . . . .812/16 Auditing Troublesome Areas in Governmental Financial Statements (ATAG219) . . . . . . . . . . . . .NO . . . . . Inzina . . . . . . . . . . . .8

MANAGEMENT5/21 Lunch&Learn: Retirement Strategies for Small Business Owners (LL119) . . . . . . . . . . . . . . . . . . .NO . . . . . Brown/Bosch . . . . . .26/25 Lunch&Learn: Top Tech Trends Transforming Business (LL219) . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Nettleton . . . . . . . . .27/23 Lunch&Learn: Managing People, Problems, and Procedures (LL319) . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Wall . . . . . . . . . . . . . .28/15-16 2019 Business & Industry Conference (BIC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Various . . . . . . . . . .168/20 Lunch&Learn: Hot Health Care Issues Burning Up My Phone and Email (LL419) . . . . . . . . . . . . .NO . . . . . Bertaut . . . . . . . . . . .29/23 2019 Financial Institutions Conference (FIC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Various . . . . . . . . . . .89/25 2019 Small Business Workshop (SBW19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Various . . . . . . . . . . .89/25 Teleconference: Business Fraud Update (CPN09K19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Panel . . . . . . . . . . . .89/25 Teleconference: Business Fraud Update (CPN09S19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Panel . . . . . . . . . . . .89/25 Teleconference: Business Fraud Update (CPN09M19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MO . . . . . Panel . . . . . . . . . . . .810/17 Enterprise Risk Management: New Approaches for Today’s Complexities (RMGT19) . . . . . . . . .NO . . . . . Fountain . . . . . . . . . .810/18 2019 Medical and Healthcare Services Workshop (MED19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Various . . . . . . . . . . .810/21 K2’s Accounting Solutions Shootout for Small and Mid-Sized Businesses (ASM19) . . . . . . . . . . .NO . . . . . Tankersley . . . . . . . .810/22 Technology for CPAs – Don’t Get Left Behind (TEC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Tankersley . . . . . . . .811/7-8 2019 Winter Cluster (WINCL19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LC . . . . . . Various . . . . . . . . . .1211/14 Change the Way You Work: Success as a Virtual CFO (CL4VCCO19) . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Kral . . . . . . . . . . . . . .411/14 Developing Your Digital Mindset (CL4DYDM19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Kral . . . . . . . . . . . . . .411/18 2019 Human Resources Workshop (HRW19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Various . . . . . . . . . . .811/21-22 2019 Oil & Gas Conference (OGC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Various . . . . . . . . . .1212/2 2019 Winter Tech Fest (WTKN19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Panel . . . . . . . . . . . .812/9 Excel Data Magic, Including Advanced PivotTables and Power Pivot (EDM19) . . . . . . . . . . . . . . .LF . . . . . . Yoss . . . . . . . . . . . . .812/10 Microsoft Office 365 – All the Things You Need to Know (MSO19) . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Yoss . . . . . . . . . . . . .8

SPECIALIZED KNOWLEDGE10/24-25 2019 Forensic Litigation & Valuation Services Workshop (FLVS19) . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Various . . . . . . . . . .16

TAXATION5/8 Teleconference: Estate Planning and Trusts for CPAs (CPN051K19) . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Panel . . . . . . . . . . . .85/8 Teleconference: Estate Planning and Trusts for CPAs (CPN051S19) . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Panel . . . . . . . . . . . .85/8 Teleconference: Estate Planning and Trusts for CPAs (CPN051M19) . . . . . . . . . . . . . . . . . . . . . . .MO . . . . . Panel . . . . . . . . . . . .8

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5/29 Teleconference: S Corporation Update After Tax Reform (CPN052K19) . . . . . . . . . . . . . . . . . . . .NO . . . . . Panel . . . . . . . . . . . .85/29 Teleconference: S Corporation Update After Tax Reform (CPN052S19) . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Panel . . . . . . . . . . . .85/29 Teleconference: S Corporation Update After Tax Reform (CPN052M19) . . . . . . . . . . . . . . . . . . . .MO . . . . . Panel . . . . . . . . . . . .88/9 2019 Louisiana State & Local Tax Workshop (SALT19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Various . . . . . . . . . . .88/26 2019 Estate & Financial Planning Workshop (EFP19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Various . . . . . . . . . . .89/17 Lunch&Learn: Current Developments in Sales & Use Tax Update (LL519) . . . . . . . . . . . . . . . . . . .NO . . . . . Angelico . . . . . . . . . .29/26 Multistate Tax Update (MSTU119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Frost . . . . . . . . . . . . .89/27 Practical Planning Boot Camp: S Corporations and LLCs (TCBU19) . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Frost . . . . . . . . . . . . .810/21 Multistate Tax Update (MSTU219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Davis . . . . . . . . . . . . .810/22 Lunch&Learn: Section 199A Lessons Learned (LL619) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Schreiber . . . . . . . . .210/22 Estate and Life Planning Issues for the Middle-Income Client (PMIC19) . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Davis . . . . . . . . . . . . .810/24 Securing a Comfortable Retirement in the Age of Spending (SCRT19) . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Emerson . . . . . . . . .810/25 Surgent’s Advanced Individual Income Tax Return Issues (STRI19) . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Emerson . . . . . . . . .810/28 This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP119) . . . . . . . . . . . . .SH . . . . . . Satinsky . . . . . . . . . .810/28 Multistate Income Tax (MIT19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Murphy . . . . . . . . . .810/29 Surgent’s Annual Tax Planning Guide for S Corporations, Partnerships, and LLCs (TPGS119) . .SH . . . . . . Satinsky . . . . . . . . . .810/29 Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs (STSB19) .NO . . . . . Murphy . . . . . . . . . .810/30 Best Practices for Payroll Taxes and 1099 Issues (GPT19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Thelen . . . . . . . . . . .810/31 Reviewing Pass-Through Tax Returns: What Are You Missing? (RPTR119) . . . . . . . . . . . . . . . . . . .NO . . . . . Thelen . . . . . . . . . . .811/4 Hottest Tax Planning Developments Under the Current Tax Law (CL4HOT19) . . . . . . . . . . . . . . .BR . . . . . . Renberg . . . . . . . . . .411/4 Reviewing Individual Tax Returns: What Are You Missing? (CL4ITRM119) . . . . . . . . . . . . . . . . . . .BR . . . . . . Renberg . . . . . . . . . .411/4 The Best S Corporation, Limited Liability, and Partnership Update by Surgent (BCPE119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MO . . . . . Phillips . . . . . . . . . . .811/5 Advanced Tax Strategies for LLCs and Partnerships (DTT19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Renberg . . . . . . . . . .811/5 The Best Individual Income Tax Update by Surgent (BITU119) . . . . . . . . . . . . . . . . . . . . . . . . . . . .MO . . . . . Phillips . . . . . . . . . . .811/5 Real Estate Tax Boot Camp (RETC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Frost . . . . . . . . . . . . .811/6 Buying and Selling a Business: Critical Tax and Structuring Issues (SELL19) . . . . . . . . . . . . . . . . .NO . . . . . Frost . . . . . . . . . . . . .811/7 The Best Federal Tax Update by Surgent (BFTU119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Taylor . . . . . . . . . . . .811/7 Basis/Distributions for Pass-Through Entities: Simplifying the Complexities (BADI119) . . . . . . .NO . . . . . Renberg . . . . . . . . . .811/7 The Best S Corporation, Limited Liability, and Partnership Update by Surgent (BCPE219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Frost . . . . . . . . . . . . .811/8 Social Security and Medicare: Planning for You and Your Clients (SSRB19) . . . . . . . . . . . . . . . . . .SH . . . . . . Taylor . . . . . . . . . . . .811/8 Hottest Tax Topics for 2019 (HOT119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Renberg . . . . . . . . . .811/8 The Best Individual Income Tax Update by Surgent (BITU219) . . . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Frost . . . . . . . . . . . . .811/12 This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP219) . . . . . . . . . . . . .NO . . . . . Satinsky . . . . . . . . . .811/13 Surgent’s Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (TPGS219) . .NO . . . . . Satinsky . . . . . . . . . .811/13 Teleconference: Partnerships & LLCs After Tax Reform (CPN11M19) . . . . . . . . . . . . . . . . . . . . . . .MO . . . . . Panel . . . . . . . . . . . .811/13 Teleconference: Partnerships & LLCs After Tax Reform (CPN11K19) . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Panel . . . . . . . . . . . .811/13 Teleconference: Partnerships & LLCs After Tax Reform (CPN11S19) . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Panel . . . . . . . . . . . .811/14 AICPA’s Annual Federal Tax Update (PTU119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Carnes . . . . . . . . . . .811/15 Reviewing Pass-Through Tax Returns: What Are You Missing? (RPTR219) . . . . . . . . . . . . . . . . . . .BR . . . . . . Carnes . . . . . . . . . . .811/18 The Complete Guide to Payroll Taxes and 1099 Issues (CGPT19) . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Taylor . . . . . . . . . . . .811/18 Hottest Tax Topics for 2019 (HOT219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LC . . . . . . Ingber . . . . . . . . . . . .811/19 This Year’s Best Income Tax, Estate Tax, and Financial Planning Ideas (IEFP319) . . . . . . . . . . . . .BR . . . . . . Taylor . . . . . . . . . . . .811/19 Nexus Update: Latest Deveopments in State Income, Franchise, and Sales Tax (NXUP19) . . . . .LC . . . . . . Ingber . . . . . . . . . . . .8

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11/20 The Best S Corporation, Limited Liability, and Partnership Update by Surgent (BCPE319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Phillips . . . . . . . . . . .811/21 The Best Individual Income Tax Update by Surgent (BITU319) . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Phillips . . . . . . . . . . .811/25 Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (FTL419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Davis . . . . . . . . . . . . .411/25 The Top Five Tax Issues in Dealing With LLCs and Partnerships (LP0419) . . . . . . . . . . . . . . . . . . .LF . . . . . . Davis . . . . . . . . . . . . .411/26 Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB19) . . . . . . . . . . . . . . . . . . .LF . . . . . . Davis . . . . . . . . . . . . .812/2 Reviewing Individual Tax Returns: What Are You Missing? (CL4ITRM219) . . . . . . . . . . . . . . . . . . .LF . . . . . . Renberg . . . . . . . . . .412/2 Social Security and Medicare: Maximizing Retirement Benefits (CL4SSM19) . . . . . . . . . . . . . . . . .LF . . . . . . Renberg . . . . . . . . . .412/3 AICPA’s Annual Federal Tax Update (PTU219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LF . . . . . . Renberg . . . . . . . . . .812/5 The Best Federal Tax Update by Surgent (BFTU219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .BR . . . . . . Auerbach . . . . . . . . .812/6 2019 Tax Symposium (TS19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Various . . . . . . . . . . .812/6 Form 1040 Return Review for New and Experienced Reviewers (ERTW19) . . . . . . . . . . . . . . . . . .BR . . . . . . Auerbach . . . . . . . . .812/11 Teleconference: Annual Tax Update (CPN12K19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Panel . . . . . . . . . . . .812/11 Teleconference: Annual Tax Update (CPN12S19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .SH . . . . . . Panel . . . . . . . . . . . .812/11 Teleconference: Annual Tax Update (CPN12M19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MO . . . . . Panel . . . . . . . . . . . .812/12-13 2019 Louisiana Tax Conference (LTC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Various . . . . . . . . . .1612/16 Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies (CYCT19) . . . . . . . . . . . . . .SH . . . . . . Blum . . . . . . . . . . . . .812/17 Tax Considerations and Consequences for Closely Held Businesses (CHTX19) . . . . . . . . . . . . . .SH . . . . . . Blum . . . . . . . . . . . . .812/18 Form 1065 Boot Camp: Step-by-Step Preparation With Completed Forms (106519) . . . . . . . . . .NO . . . . . Grande . . . . . . . . . . .812/18 The Best Federal Tax Update by Surgent (BFTU319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .LC . . . . . . Taylor . . . . . . . . . . . .812/18 Basis/Distributions for Pass-Through Entities: Simplifying the Complexities (BADI219) . . . . . . .MO . . . . . Blum . . . . . . . . . . . . .812/19 Form 1120S Boot Camp: Step-by-Step Preparation With Completed Forms (SUBS19) . . . . . . . .NO . . . . . Grande . . . . . . . . . . .812/19 The Best Federal Tax Update by Surgent (BFTU419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AL . . . . . . Taylor . . . . . . . . . . . .812/19 Hottest Tax Topics for 2019 (HOT319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MO . . . . . Blum . . . . . . . . . . . . .81/20/20 Preparing Individual Tax Returns for New Staff and Para-Professionals (PITR20) . . . . . . . . . . . .LF . . . . . . Evanich . . . . . . . . . . .81/21/20 Form 1120S Boot Camp: Step-by-Step Preparation With Completed Forms (SUBS20) . . . . . . . .LF . . . . . . Evanich . . . . . . . . . . .81/22/20 Surgent’s Advanced Individual Income Tax Return Issues (STRI20) . . . . . . . . . . . . . . . . . . . . . . . . .NO . . . . . Evanich . . . . . . . . . . .8

ALEXANDRIA9/23 Testing Compliance With Laws and Regulations in a Governmental Audit (TGCA119) . . . . . . . . .GNP . . . . Inzina . . . . . . . . . . . .89/24 Auditing Troublesome Areas in Governmental Financial Statements (ATAG119) . . . . . . . . . . . . .GNP . . . . Inzina . . . . . . . . . . . .810/3 2019 Accounting and Auditing Symposium (AAS19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Oestriechers . . . . . .811/7 Revenue Recognition, Lease, and Financial Instruments: The FASB’s “Big Three” New Standards (FSBT219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Sheets . . . . . . . . . . .8

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COURSES BY LOCATION

11/8 Accounting for Financial Statement Uncertainty: Estimates, Contingencies, and Going Concern (AFS419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Sheets . . . . . . . . . . .411/8 Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis (CMT419) . . . . . .AA . . . . . . Sheets . . . . . . . . . . .412/19 The Best Federal Tax Update by Surgent (BFTU419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Taylor . . . . . . . . . . . .8

BATON ROUGE8/9 2019 Louisiana State & Local Tax Workshop (SALT19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Various . . . . . . . . . . .88/28 Audits of 401(k) Plans: New Developments and Critical Issues (AFPL19) . . . . . . . . . . . . . . . . . . . .AA . . . . . . Sausmer . . . . . . . . . .89/23 2019 Financial Institutions Conference (FIC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Various . . . . . . . . . . .89/26 Revenue Recognition, Leases, & Financial Instruments: FASB’s “Big Three” New Standards (FSBT119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Quickel . . . . . . . . . . .89/27 Latest Developments in Government and Nonprofit Accounting and Auditing (GNAA19) . . . . .GNP . . . . Quickel . . . . . . . . . . .810/18 2019 Medical and Healthcare Services Workshop (MED19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Various . . . . . . . . . . .810/22 Technology for CPAs – Don’t Get Left Behind (TEC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Tankersley . . . . . . . .810/24-25 2019 Forensic Litigation & Valuation Services Workshop (FLVS19) . . . . . . . . . . . . . . . . . . . . . . . . .SK . . . . . . Various . . . . . . . . . .1610/28 Internal Control Best Practices for Small and Medium-Sized Entities (ICSM19) . . . . . . . . . . . . . .AA . . . . . . Taylor . . . . . . . . . . . .810/29 Annual Update for Accountants & Auditors (AUAA219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Taylor . . . . . . . . . . . .810/30 Testing Compliance With Laws and Regulations in a Governmental Audit (TGCA219) . . . . . . . . .GNP . . . . Inzina . . . . . . . . . . . .810/31 Government Auditing Standards 2018 (GAS119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .GNP . . . . Inzina . . . . . . . . . . . .811/4 Hottest Tax Planning Developments Under the Current Tax Law (CL4HOT19) . . . . . . . . . . . . . . .TX . . . . . . Renberg . . . . . . . . . .411/4 Reviewing Individual Tax Returns: What Are You Missing?(CL4ITRM119) . . . . . . . . . . . . . . . . . . . .TX . . . . . . Renberg . . . . . . . . . .411/5 Advanced Tax Strategies for LLCs and Partnerships (DTT19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Renberg . . . . . . . . . .811/14 AICPA’s Annual Federal Tax Update (PTU119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Carnes . . . . . . . . . . .811/15 Reviewing Pass-Through Tax Returns: What Are You Missing?(RPTR219) . . . . . . . . . . . . . . . . . . .TX . . . . . . Carnes . . . . . . . . . . .811/18 The Complete Guide to Payroll Taxes and 1099 Issues (CGPT19) . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Taylor . . . . . . . . . . . .811/19 This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP319) . . . . . . . . . . . . .TX . . . . . . Taylor . . . . . . . . . . . .811/25 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Van Wagoner . . . . . .411/25 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS419) . . . . . . . . . . . . . . .AA . . . . . . Van Wagoner . . . . . .411/26 FASB Review for Business & Industry (FASBI319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Van Wagoner . . . . . .812/5 The Best Federal Tax Update by Surgent (BFTU219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Auerbach . . . . . . . . .812/6 Form 1040 Return Review for New and Experienced Reviewers (ERTW19) . . . . . . . . . . . . . . . . . .TX . . . . . . Auerbach . . . . . . . . .812/16 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE419) . . . . . . . .AA . . . . . . Oestriecher . . . . . . .812/17 Risk Assessment in Smaller Entities (RASE19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Inzina . . . . . . . . . . . .8

KENNER/NEW ORLEANS5/8 Teleconference: Estate Planning and Trusts for CPAs (CPN051K19) . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .85/21 Lunch&Learn: Retirement Strategies for Small Business Owners (LL119) . . . . . . . . . . . . . . . . . . .MG . . . . . Brown/Bosch . . . . . .25/29 Teleconference: S Corporation Update After Tax Reform (CPN052K19) . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .86/19 Teleconference: Not-for-Profit Accounting, Auditing & Tax Update (CPN06K19) . . . . . . . . . . . . .GNP . . . . Panel . . . . . . . . . . . .86/25 Lunch&Learn: Top Tech Trends Transforming Business (LL219) . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Nettleton . . . . . . . . .27/23 Lunch&Learn: Managing People, Problems, and Procedures (LL319) . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Wall . . . . . . . . . . . . . .27/24 Teleconference: Governmental Accounting & Auditing Update (CPN07K19) . . . . . . . . . . . . . . . . .GNP . . . . Panel . . . . . . . . . . . .87/26 2019 Not-for-Profit Workshop (NFP19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .GNP . . . . Various . . . . . . . . . . .8

COURSES BY LOCATION

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COURSES BY LOCATIONDate Title & Acronym Category Speaker CPE

7/30 Accounting Standards for Small/Medium-Sized Businesses: The Best Annual Update and Review of US GAAP, Tax and Cash, and the AICPA Financial Reporting Frameworks (PFSSME119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Haig . . . . . . . . . . . . .87/31 Preparation, Compilation & Review Standards: The Best Annual Update and Review of the SSARS (PCRUR119) . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Haig . . . . . . . . . . . . .88/1 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Problems Using Analytical Procedures as the Primary Tool (BFHC119) . . . . . . . . . .AA . . . . . . Haig . . . . . . . . . . . . .88/15-16 2019 Business & Industry Conference (BIC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Various . . . . . . . . . .168/20 Lunch&Learn: Hot Health Care Issues Burning Up My Phone and Email (LL419) . . . . . . . . . . . . .MG . . . . . Bertaut . . . . . . . . . . .28/21 Teleconference: Compilation and Review Update (CPN08K19) . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Panel . . . . . . . . . . . .88/22-23 2019 Accounting & Auditing Conference (LAAC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Various . . . . . . . . . .169/17 Lunch&Learn: Current Developments in Sales & Use Tax Update (LL519) . . . . . . . . . . . . . . . . . . .TX . . . . . . Angelico . . . . . . . . . .29/25 2019 Small Business Workshop (SBW19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Various . . . . . . . . . . .89/25 Teleconference: Business Fraud Update (CPN09K19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Panel . . . . . . . . . . . .89/26 Multistate Tax Update (MSTU119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Frost . . . . . . . . . . . . .89/27 Practical Planning Boot Camp: S Corporations and LLCs (TCBU19) . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Frost . . . . . . . . . . . . .810/17 Enterprise Risk Management: New Approaches for Today’s Complexities (RMGT19) . . . . . . . . .MG . . . . . Fountain . . . . . . . . . .810/18 Apply Professional Skepticism in an Audit (CL4SKEP19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Fountain . . . . . . . . . .410/18 Audit Workpapers: Documenting Field Work (CL4DFW19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Fountain . . . . . . . . . .410/21 K2’s Accounting Solutions Shootout for Small and Mid-Sized Businesses (ASM19) . . . . . . . . . . .MG . . . . . Tankersley . . . . . . . .810/22 Lunch&Learn: Section 199A Lessons Learned (LL619) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Schreiber . . . . . . . . .210/23 Teleconference: Accounting & Auditing Update (CPN10K19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Panel . . . . . . . . . . . .810/23 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE119) . . . . . . . .AA . . . . . . Oestriecher . . . . . . .810/24 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Hamilton . . . . . . . . .410/24 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS219) . . . . . . . . . . . . . . .AA . . . . . . Hamilton . . . . . . . . .410/25 Financial Statement Analysis: Basis For Management Advice (FSABM19) . . . . . . . . . . . . . . . . . . .AA . . . . . . Hamilton . . . . . . . . .810/28 Multistate Income Tax (MIT19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Murphy . . . . . . . . . .810/29 Slashing Taxes for Your Small Business Clients: Corporations, Partnerships, & LLCs (STSB19) .TX . . . . . . Murphy . . . . . . . . . .810/30 Best Practices for Payroll Taxes and 1099 Issues (GPT19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Thelen . . . . . . . . . . .810/31 Reviewing Pass-Through Tax Returns: What Are You Missing? (RPTR119) . . . . . . . . . . . . . . . . . . .TX . . . . . . Thelen . . . . . . . . . . .811/5 Real Estate Tax Boot Camp (RETC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Frost . . . . . . . . . . . . .811/6 Buying and Selling a Business: Critical Tax and Structuring Issues (SELL19) . . . . . . . . . . . . . . . . .TX . . . . . . Frost . . . . . . . . . . . . .811/7 Basis/Distributions for Pass-Through Entities: Simplifying the Complexities (BADI119) . . . . . . .TX . . . . . . Renberg . . . . . . . . . .811/8 Hottest Tax Topics for 2019 (HOT119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Renberg . . . . . . . . . .811/12 This Year’s Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP219) . . . . . . . . . . . . .TX . . . . . . Satinsky . . . . . . . . . .811/13 Surgent’s Annual Tax-Planning Guide for S Corporations, Partnerships, and LLCs (TPGS219) . .TX . . . . . . Satinsky . . . . . . . . . .811/13 Teleconference: Partnerships & LLCs After Tax Reform (CPN11K19) . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .811/14 Change the Way You Work: Success as a Virtual CFO (CL4VCCO19) . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Kral . . . . . . . . . . . . . .411/14 Developing Your Digital Mindset (CL4DYDM19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Kral . . . . . . . . . . . . . .411/15 FASB Review for Business & Industry (FASBI219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Kral . . . . . . . . . . . . . .811/18 2019 Human Resources Workshop (HRW19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Various . . . . . . . . . . .811/19 Lunch&Learn: Catching the Crooks: Unbelievable (but True!) Cases of Fraud: What to Learn (LL719) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Yellott . . . . . . . . . . . .211/25 Obtaining and Evaluating Audit Evidence (AUDEV19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Inzina . . . . . . . . . . . .8


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11/26 How Smaller Entities Can Establish Adequate Internal Controls (HSIC19) . . . . . . . . . . . . . . . . . . .AA . . . . . . Inzina . . . . . . . . . . . .812/2 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE319) . . . . . . . .AA . . . . . . Oestriecher . . . . . . .812/2 2019 Winter Tech Fest (WTKN19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . . . . . . . . . . . . . . . . . .812/3 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Problems Using Analytical Procedures as the Primary Tool (BFHC319) . . . . . . .AA . . . . . . Haig . . . . . . . . . . . . .812/4 Preparation, Compilation & Review Standards: The Best Annual Update and Review of the SSARS (PCRUR319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Haig . . . . . . . . . . . . .812/5 Accounting Standards for Small/Medium-Sized Businesses: The Best Annual Update and Review of US GAAP, Tax and Cash, and the AICPA Financial Reporting Frameworks (PFSSME319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Haig . . . . . . . . . . . . .812/6 The Personal Financial Health Checkup: The Best Personal Financial Planning Course (PFHC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Haig . . . . . . . . . . . . .812/9 A Complete Guide to the New Yellow Book (CGYB19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .GNP . . . . Lindley . . . . . . . . . . .812/10 Fraud and Abuse in Not-for-Profit Entities and Governments: Stealing From Everyone (FANG19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .GNP . . . . Lindley . . . . . . . . . . .812/11 Teleconference: Annual Tax Update (CPN12K19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .812/12-13 2019 Louisiana Tax Conference (LTC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Various . . . . . . . . . .1612/16 Auditing Troublesome Areas in Governmental Financial Statements (ATAG219) . . . . . . . . . . . . .GNP . . . . Inzina . . . . . . . . . . . .812/17 Lunch&Learn: Understanding Financial Statements and Key Ratios (LL819) . . . . . . . . . . . . . . . . .AA . . . . . . Bosch . . . . . . . . . . . .212/18 Form 1065 Boot Camp: Step-by-Step Preparation With Completed Forms (106519) . . . . . . . . . .TX . . . . . . Grande . . . . . . . . . . .812/18 Basis/Distributions for Pass-Through Entities: Simplifying the Complexities (BADI219) . . . . . . .TX . . . . . . Blum . . . . . . . . . . . . .812/19 Hottest Tax Topics for 2019 (HOT319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Blum . . . . . . . . . . . . .812/19 Form 1120S Boot Camp: Step-by-Step Preparation With Completed Forms (SUBS19) . . . . . . . .TX . . . . . . Grande . . . . . . . . . . .81/22/20 Surgent’s Advanced Individual Income Tax Return Issues (STRI20) . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Evanich . . . . . . . . . . .8

LAFAYETTE8/5-7 Staff Training Level II (STSS19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Oestriecher . . . . . .248/27 Accounting, Audit, and Attest Update for Practitioners With Small-Business Clients (SMBP19) AA . . . . . . Sausmer . . . . . . . . . .89/25 Preparing Not-for-Profit Financial Statements Under ASU No. 2016-14 (ENFP19) . . . . . . . . . . . .GNP . . . . Quickel . . . . . . . . . . .810/17 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Georger . . . . . . . . . .410/17 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS119) . . . . . . . . . . . . . . .AA . . . . . . Georger . . . . . . . . . .410/18 FASB Review for Business & Industry (FASBI119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Georger . . . . . . . . . .810/24 Securing a Comfortable Retirement in the Age of Spending (SCRT19) . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Emerson . . . . . . . . .810/25 Surgent’s Advanced Individual Income Tax Return Issues (STRI19) . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Emerson . . . . . . . . .811/7 The Best S Corporation, Limited Liability, and Partnership Update by Surgent (BCPE219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Frost . . . . . . . . . . . . .811/8 The Best Individual Income Tax Update by Surgent (BITU219) . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Frost . . . . . . . . . . . . .811/14-15 2019 Government Accounting & Auditing Conference (GAAC19) . . . . . . . . . . . . . . . . . . . . . . . . . .GNP . . . . Various . . . . . . . . . .1611/19 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE219) . . . . . . . .AA . . . . . . Oestriecher . . . . . . .811/20 Applying the Risk Assessment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Oestriecher . . . . . . .811/21-22 2019 Oil & Gas Conference (OGC19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Various . . . . . . . . . .1211/25 Four Tiers of Loss Limitations: A Guide to the New Rules for Pass-Through Entities (FTL419) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Davis . . . . . . . . . . . . .411/25 The Top Five Tax Issues in Dealing With LLCs and Partnerships (LP0419) . . . . . . . . . . . . . . . . . .TX . . . . . . Davis . . . . . . . . . . . . .411/26 Hot IRS Tax Examination Issues for Individuals and Businesses (EXIB19) . . . . . . . . . . . . . . . . . . .TX . . . . . . Davis . . . . . . . . . . . . .8

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12/2 Reviewing Individual Tax Returns: What Are You Missing? (CL4ITRM219) . . . . . . . . . . . . . . . . . . .TX . . . . . . Renberg . . . . . . . . . .412/2 Social Security and Medicare: Maximizing Retirement Benefits (CL4SSM19) . . . . . . . . . . . . . . . . .TX . . . . . . Renberg . . . . . . . . . .412/3 AICPA’s Annual Federal Tax Update (PTU219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Renberg . . . . . . . . . .812/4 Common Causes of Audit Failures (and How to Avoid Them) (CCAF19) . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Inzina . . . . . . . . . . . .812/5 Government Auditing Standards 2018 (GAS219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .GNP . . . . Inzina . . . . . . . . . . . .812/9 Excel Data Magic, Including Advanced PivotTables and Power Pivot (EDM19) . . . . . . . . . . . . . . .MG . . . . . Yoss . . . . . . . . . . . . .812/10 Microsoft Office 365 – All the Things You Need to Know (MSO19) . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Yoss . . . . . . . . . . . . .812/17 Construction Contractors: Accounting, Auditing and Tax (CAAT19) . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Ristaino . . . . . . . . . .812/18 Accounting and Auditing Update for Small Businesses (SMBZ19) . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Ristaino . . . . . . . . . .81/20/20 Preparing Individual Tax Returns for New Staff and Para-Professionals (PITR20) . . . . . . . . . . . .TX . . . . . . Evanich . . . . . . . . . . .81/21/20 Form 1120S Boot Camp: Step-by-Step Preparation With Completed Forms (SUBS20) . . . . . . . .TX . . . . . . Evanich . . . . . . . . . . .8

LAKE CHARLES10/21 Annual Update for Accountants & Auditors (AUAA119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Wells . . . . . . . . . . . . .810/22 Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes (TTFS19) . . . . . . . . . . . . .AA . . . . . . Wells . . . . . . . . . . . . .811/7-8 2019 Winter Cluster (WINCL19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Various . . . . . . . . . .1211/18 Hottest Tax Topics for 2019 (HOT219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Ingber . . . . . . . . . . . .811/19 Nexus Update: Latest Deveopments in State Income, Franchise, and Sales Tax (NXUP19) . . . . .TX . . . . . . Ingber . . . . . . . . . . . .812/18 The Best Federal Tax Update by Surgent (BFTU319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Taylor . . . . . . . . . . . .8

MONROE5/8 Teleconference: Estate Planning and Trusts for CPAs (CPN051M19) . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .85/29 Teleconference: S Corporation Update After Tax Reform (CPN052M19) . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .86/19 Teleconference: Not-for-Profit Accounting, Auditing & Tax Update (CPN06M19) . . . . . . . . . . . . .GNP . . . . Panel . . . . . . . . . . . .87/24 Teleconference: Governmental Accounting & Auditing Update (CPN07M19) . . . . . . . . . . . . . . . .GNP . . . . Panel . . . . . . . . . . . .88/21 Teleconference: Compilation and Review Update (CPN08M19) . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Panel . . . . . . . . . . . .89/25 Teleconference: Business Fraud Update (CPN09M19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Panel . . . . . . . . . . . .810/23 Teleconference: Accounting & Auditing Update (CPN10M19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Panel . . . . . . . . . . . .811/4 The Best S Corporation, Limited Liability, and Partnership Update By Surgent (BCPE119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Phillips . . . . . . . . . . .811/5 The Best Individual Income Tax Update by Surgent (BITU119) . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Phillips . . . . . . . . . . .811/13 Teleconference: Partnerships & LLCs After Tax Reform (CPN11M19) . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .811/20 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know (CL4INRR319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Donti . . . . . . . . . . . . .411/20 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS319) . . . . . . . . . . . . . . .AA . . . . . . Donti . . . . . . . . . . . . .411/21 Annual Update for Accountants & Auditors (AUAA319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Donti . . . . . . . . . . . . .812/2 Preparations, Compilations, and Reviews: Get Your Head Out of Your ARSC (PCE319) . . . . . . . .AA . . . . . . Oestriecher . . . . . . .812/11 Teleconference: Annual Tax Update (CPN12M19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .812/18 Basis/Distributions for Pass-Through Entities: Simplifying the Complexities (BADI219) . . . . . . .TX . . . . . . Blum . . . . . . . . . . . . .812/19 Hottest Tax Topics for 2019 (HOT319) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Blum . . . . . . . . . . . . .8

SHREVEPORT5/8 Teleconference: Estate Planning and Trusts for CPAs (CPN051S19) . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .85/29 Teleconference: S Corporation Update After Tax Reform (CPN052S19) . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .86/19 Teleconference: Not-for-Profit Accounting, Auditing & Tax Update (CPN06S19) . . . . . . . . . . . . .GNP . . . . Panel . . . . . . . . . . . .8

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7/24 Teleconference: Governmental Accounting & Auditing Update (CPN07S19) . . . . . . . . . . . . . . . . .GNP . . . . Panel . . . . . . . . . . . .88/21 Teleconference: Compilation and Review Update (CPN08S19) . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Panel . . . . . . . . . . . .88/26 Estate and Financial Planning Workshop (EFP19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .89/25 Teleconference: Business Fraud Update (CPN09S19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .MG . . . . . Panel . . . . . . . . . . . .810/21 Multistate Tax Update (MSTU219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Davis . . . . . . . . . . . . .810/22 Estate and Life Planning Issues for the Middle-Income Client (PMIC19) . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Davis . . . . . . . . . . . . .810/23 Teleconference: Accounting & Auditing Update (CPN10S19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Panel . . . . . . . . . . . .810/28 This Year’s Best Income Tax, Estate Tax, and Financial Planning Ideas (IEFP119) . . . . . . . . . . . . .TX . . . . . . Satinsky . . . . . . . . . .810/29 Surgent’s Annual Tax Planning Guide for S Corporations, Partnerships, and LLCs (TPGS119) . .TX . . . . . . Satinsky . . . . . . . . . .811/7 The Best Federal Tax Update by Surgent (BFTU119) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Taylor . . . . . . . . . . . .811/8 Social Security and Medicare: Planning for You and Your Clients (SSRB19) . . . . . . . . . . . . . . . . . .TX . . . . . . Taylor . . . . . . . . . . . .811/12 Preparation, Compilation & Review Standards: The Best Annual Update and Review of the SSARS (PCRUR219) . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Haig . . . . . . . . . . . . .811/13 Teleconference: Partnerships & LLCs After Tax Reform (CPN11S19) . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .811/13 Accounting Standards for Small/Medium-Sized Businesses: The Best Annual Update and Review of US GAAP, Tax and Cash, and the AICPA Financial Reporting Frameworks (PFSSME219) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Haig . . . . . . . . . . . . .811/14 The Business Financial Health Checkup: A Process to Identify Misstatements and Profitability Problems Using Analytical Procedures as the Primary Tool (BFHC219) . . . . . . . . . .AA . . . . . . Haig . . . . . . . . . . . . .812/6 2019 Tax Symposium (TS19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Various . . . . . . . . . . .812/10 Identity Theft: Preventing, Detecting & Investigating (IDENT19) . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Newell . . . . . . . . . . .812/11 Teleconference: Annual Tax Update (CPN12S19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .TX . . . . . . Panel . . . . . . . . . . . .812/11 Accounting & Auditing Update (CL4AUAA19) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .AA . . . . . . Newell . . . . . . . . . . .412/11 The Bottom Line on the New Lease Accounting Requirements (CL4LEAS519) . . . . . . . . . . . . . . .AA . . . . . . Newell . . . . . . . . . . .412/16 Cut Your Client’s Tax Bill: Individual Tax Planning Tips and Strategies (CYCT19) . . . . . . . . . . . . . .TX . . . . . . Blum . . . . . . . . . . . . .812/17 Tax Considerations and Consequences for Closely Held Businesses (CHTX19) . . . . . . . . . . . . . .TX . . . . . . Blum . . . . . . . . . . . . .8

Charges and fees are assessed by when the transactions are RECEIVED, not when the item was mailed or postmarked. The early bird expiration date listed on all course descriptions is two weeks before the course date, not including the actual course date.

If registering less than a week before the course, members should register online, FAX the registration to 504.469.7930, or call our Member Service Center to register. Registrations received after the early bird expiration date will be charged an additional $50.00 late fee per course. While we prefer payment at the time of registration, this is not mandatory.

Non-Member Surcharges: Non-members fees are $100/8-hour, $50/4-hour, and $25/2-hour course. This applies to all CPAs who are not members of LCPA or a reciprocal state CPA society, along With non-CPAs who do not work for an LCPA member. Non-certified staff of LCPA members and LCPA applicants qualify for the discounted member rate. Upon registration, the staff member or CPA applicant must identify themselves as such. The reciprocal state registrant cannot reside in Louisiana.

Early Bird Fees: A discount is often given for registrations received at least two weeks prior to the course date. Fees are assessed by when the transactions are RECEIVED, not when the item was mailed or postmarked. The early bird expiration date listed on all course descriptions is two weeks before the course date, not including the actual course date.

Cancellation Charges: There is no fee if your cancellation is received at least 10 business days prior to the course date. After that, fees are assessed to cover the cost of pre-ordered materials and facility guarantees for meals, etc. Within 10 business days of the course date, cancellation fees are $35/8-hour course, $20/4-hour course, and $10/2-hour course.

Transfers: You may transfer your registration from one course to another, however additional fees may apply. If the transfer is within 10 working days prior to the original course date, the registration will incur the normal cancellation fee.

No-Shows: NO REFUND will be given when registrants fail to show up, without cancelling prior to the course.

Educator Discount: Full-time accounting educators can attend CPE courses at a 50% discount by meeting the following requirements: • Society membership • Employment as a full-time instructor in a Louisiana institute of higher education • May not have a part-time practice. On-Site Coordinator Discount: For courses held in any location, including Kenner, Course Coordinators receive 50% off the already discounted member rate. In exchange, Course Coordinators serve as the on-site LCPA representative, handling registration, distributing materials, and collecting course evaluations. (Does not apply to conferences and selected workshops.)

Texas CPAs: Our Texas State Board of Accountancy sponsor number is #010423.

CPE REGISTRATION FORMCOURSE TITLE

COURSE DATE

LAST NAME

❑ WEBSITE ❑ FROM A COLLEAGUE ❑ E-MAIL ❑ MONTHLY CATALOG

❑ ANNUAL INDEX CATALOG ❑ EVENT BROCHURE

STATE

STATE

ZIP CODE

ZIP CODE

NAME OF FIRM/EMPLOYER

MAILING ADDRESS

❑ PLEASE CHECK HERE IF THIS IS A NEW ADDRESS

BUSINESS PHONE ( )

CREDIT CARD #

CARDHOLDER’S NAME AS PRINTED ON CARD:

BILLING ADDRESS

EMAIL ADDRESS ❑ PLEASE CHECK HERE IF THIS IS A NEW EMAIL ADDRESS

ARE YOU INTERESTED IN BEING A CPE COURSE COORDINATOR? ❑ YES ❑ NO (Coordinators receive a 50% discount on course fees held in any location)

BUSINESS FAX ( )

EXPIRATION DATE: _____/______ CVS #

CITY

CITY

FIRST NAME MIDDLE INITIAL

If MCLE Credit is required, please include an additional $50.00

TOTAL FEESENCLOSED

$

IS A MEMBER OF YOUR FIRM/EMPLOYER AN LCPA MEMBER? IF YES, PLEASE LIST NAME OF LCPA MEMBER.❑ YES ❑ NO

ARE YOU A MEMBER OF ANOTHER STATE SOCIETY? IF YES, PLEASE STATE SOCIETY.❑ YES ❑ NO

ARE YOU A CPA?

❑ YES ❑ NO

COURSE LOCATION

PAYMENT IS DUE With REGISTRATION.COURSE ACRONYM

DO YOU REQUIRE MCLE CREDIT?❑ YES ❑ NO

IF YES, PLEASE ADD $50.00 TO YOUR

REGISTRATION FEE______________

DO YOU REQUIRE CFP CREDIT FOR THIS AICPA OR SURGENT

COURSE?❑ YES ❑ NO

Mail Registration Formand Payment to:

LCPA2400 Veterans Blvd.

Suite 500Kenner, LA 70062

Or Fax to:(504) 469-7930Society Office:

(504) 464-1040(800) 288-5272

A.D.A. COMPLIANCE NOTICEIn order to comply With the Americans With Disabilities Act, we request that if you have a dis-ability, please let us know at least ten (10) working days prior to the event if alternative accessible ar-rangements are required.

ALL REGISTRANTS MUST COMPLETE THE INFORMATION IN THE SPACES BELOW.

ARE YOU AN LCPA MEMBER?

❑ YES ❑ NO

HOW DID YOU HEAR ABOUT THIS PROGRAM?

LCPA ID NO.

❑ CHECK ENCLOSED ❑ Visa ❑ MasterCard ❑ Discover Card ❑ American Express

LCPA ADMINISTRATION AND REGISTRATION RULES

Non-ProfitOrganizationU.S. Postage

PAIDNew Orleans, LAPermit No. 498

Society of LouisianaCertified Public Accountants2400 Veterans Blvd., Suite 500Kenner, LA 70062-4739lcpa.org

Save these dates!2019 Conferences & Workshops

Mark your calendar for these upcoming events and watch for more details to come.

December Winter Tech FestDec 2 • Kenner

Tax SummitDec 6 • Shreveport/Bossier City

Louisiana Tax ConferenceDec 12–13 • New Orleans

September Financial Institutions ConferenceSept 23 • Baton Rouge

Small Business WorkshopSept 25 • Kenner

OctoberAccounting & Auditing SymposiumOct 3 • Alexandria

Medical & Healthcare Services WorkshopOct 18 • Baton Rouge

Forensic, Litigation & Valuation Services ConferenceOct 24–25 • Baton Rouge

November Government A&A ConferenceNov 14–15 • Lafayette

Human Resources WorkshopNov 18 • Kenner

Oil & Gas ConferenceNov 21–22 • Lafayette

MayWomen’s ConferenceMay 17 • Baton Rouge

June Technology ConferenceJune 17–18 • New Orleans

July Summer Education ConferenceJul 1–5 • Sandestin, FL

Not-for-Profit WorkshopJul 26 • Kenner

August State & Local Tax WorkshopAug 9 • Baton Rouge

Business & Industry ConferenceAug 15–16 • New Orleans

Accounting & Auditing ConferenceAug 22–23 • New Orleans

Estate & Financial Planning WorkshopAug 26 • Shreveport/Bossier City

For more information, visit lcpa.org/events.

in the knowthis course includes an analysis of all of the relevant authoritative pronouncements you...

Documents