Please e-mail your suggestions to
suggestions@scacpa.org
 

 

Emerging Leaders Conference (417110)

back      
 
REGISTRATION STATUS: OPEN

Date:Thursday, September 23, 2010 - Friday, September 24, 2010
Time:8 am - 4:40 pm (Registration at 7 am )
City:Charleston
Facility:Holiday Inn - Charleston Historic District, Charleston
CPE Credit:1.50 Accounting and Auditing
1.50 Other
1.50 Taxation
11.50 Personal Development
Instructors: Jason C. Sweatt, CPA Richard T. Livingston, CPA, CFF, CFE Jason M. Blumer, CPA, CPE Linda B. McKee, CPA, MS, PhD, CPA ( Douglas A. Snyder, CPA Thomas D. Pietras, CPA Anthony G. Masino, CPA Georgette R. Timmons, CPA Ned Philbeck Cynthia Grosso Kayce A. Hughes, CPA John D. Osborne
Vendor:South Carolina Association of CPAs
Subject:Personal Development, Accounting & Audit, Communications, Auditing, General CPE, Human Resources, Leadership Development, Management, Marketing, Taxation
Interest:Accounting and Auditing, Taxation, Retirement and Estate Planning, Practice Management, Marketing/Communication, Leadership, Human Resources, Fraud, Financial Planning, Entrepreneurship, Ethics
Course Level:L
Fee:$250 SCACPA Members, $325 Non-Members
Reciprocal Discount:($75)
Choice card coupons:4

Highlights:

ARE YOU AN EMERGING LEADER?

To become a pioneer you need the skills and know-how to rise above the rest and become a leader in your field. SCACPA has the tools you need to reach the next level in your career.

SCACPA's 2010 Emerging Leaders Conference is specifically designed to help you develop the critical skills and competencies to achieve long-term success and satisfaction as a CPA. This event is unique in that it offers a chance to connect with up-and-coming CPAs all while obtaining necessary training in both technical and personal development topics. It's the perfect opportunity to enhance your leadership skills and network with other peers in the profession.

Now more than ever the profession needs pioneers like you. Are you ready?

Conference Objective:
A forum for emerging leaders to develop critical skills and competencies needed to achieve long-term success and satisfaction in their careers as CPAs, and to develop their involvement in the profession through SCACPA.

Who Should Attend:
The conference was designed by the SCACPA Young CPAs Leadership Cabinet for:

  • Young CPAs (ages 35 and younger)
  • Young professionals (ages 35 and younger)

Hotel Reservation Information:

  • Wednesday and Thursday night rate: $119 (plus tax, occupancy fee and parking)
  • Friday night rate: $149 (plus tax and occupancy fee)
  • Cut-off date: August 24, 2010
  • Call (877) 805-7900 or (843) 805-7900 to make reservations; be sure to mention SCACPA to receive the discounted rate.
  • Hotel Cancellation Policy: Any guaranteed reservation canceled within twenty-four (24) hours of arrival is subject to the first night's room and tax charges.

Parking:

  • Parking is complimentary for attendees who are not staying at the hotel (or overnight).
  • Parking for hotel guests is $11 per night.

Go Green With SCACPA (and save $25!)
Electronic materials will be offered for this conference with a $25 registration fee reduction. Materials will be provided approximately one week before the event and attendees will receive e-mail notification of the availability.

About the Cabinet:
The South Carolina Association of Certified Public Accountants (SCACPA) created the Young CPAs Leadership Cabinet to prepare young professionals for positions of leadership in the profession, the association, the community and the world. As young staff embark on their CPA career path, the Leadership Cabinet offers an enriching environment where participants learn new skills, access resources and shape ideas for the future. This unique two-year program combines in-person meetings, the opportunity to interact with CPAs across the state, and online shared experiences.




Note:

Thank you to our conference Gold Sponsor!




OPTIONAL SERVICES
ELECTRONIC MATERIALS DISCOUNT
Electronic Materials $25 Discount (EM1)

Go GREEN and Save GREEN with SCACPA! $25 Discount

You will receive an e-mail notification once materials are ready for downloading (approximately one week prior to the conference).


ONE-DAY ONLY REGISTRATION OPTIONS
Friday Only Registration (FRI)


Thursday Only Registration (THU)


THURSDAY, SEPTEMBER 23
GENERAL SESSIONS
State of the Profession (Jason Blumer, CPA) (001)

Pioneer leaders not only know their next professional and personal moves, but also the direction in which their profession is heading. To kickoff the inaugural Emerging Leaders Conference, we'll explore ten paradigm shifts on the horizon for the CPA profession and what they mean to aspiring leaders.


Politics 101: How Does the Political Environment Affect You (Doug Snyder, CPA) (002)

Impacting Your Profession
--> CPA Mobility; Tax Conformity; Reform LLR

Impacting Your Clients
--> TRAC Commission; Current Year Election Activities; Decreasing State Appropriations

Advocating with Legislators
--> Collaborating; Educating; Supporting

Building Legislator Connections
--> Face to face introductions; Know their assistant; Hometown and CPA Day at the State House

Avenues of Involvement
--> Key Person Contact (KPC); Political Action Committee (PAC); Legislative and Advocacy Committee

Connecting Social Circles
--> Civic Clubs (Rotary, etc.); Charity Involvement; Your Employer

Developing Personal Competencies
--> Build circle of influence in your community; Community participation activities for firm resume; Enhance your resume

Call to Action
--> Connect with Legislator/KPC; Invest in PAC; Recruit other Young CPAs


Lunch and Learn: State of Financial Literacy in South Carolina and SCACPA's Project GED (Kayce Hughes, CPA) (004)


Excel Tips and Tricks for CPAs (Georgette Timmons, CPA) (005)

This course is an “intermediate” level, meaning that users should be comfortable with the basic functions and operations of Excel.
This course is interactive and will cover the topic areas outlined below.  Each topic will be introduced, training will be given and each attendee will be given a dataset so that they can practice and ask questions during the course.

Assumed Excel Knowledge
• Creating, Opening and Saving files
• Working with workbooks and worksheets
• Entering data and selecting cells
• Editing worksheet data (Find, Replace, Insert, Copy, Move, Sort etc)
• Formatting workbooks (Text, cells, background, shading, patterns etc)
• Basic Formulas

Course Content
(1) Track Changes, Sharing Workbooks and Merging Data
(2) Sorting and Filtering Data
(3) Analyzing and summarizing data: With Subtotals and with PivotTables and/or Pivot charts
(4) Conditional Formatting
(5) Using the Auditing Toolbar
(6) Formulas and functions (Logical, lookup and reference): SUMIF, VLOOKUP and HLOOKUP; Depreciation (SLN, DDB); Payment Functions (NPV, IRR, MIRR); Others, if time permits


Ethics Case Studies (Anthony Masino, JD, CPA) (006)

We will review two major topics: (1) Explore the state of ethics in the CPA profession (public perception, clues to potential issues, how to address it). (2) Should SC follow the lead of other states and require an annual ethics CPE class (public perception, marketing of CPA services, etc.)?


CPA FAQs: Tax Tips for the Auditor and Financial Tips for the Non-Auditor (Young CPAs Cabinet Members, moderated by Anthony Masino, JD, CPA) (007)


BREAKOUT SESSION
Tax Update (Dr. Linda Bradley-McKee, CPA) (03B)

Tax Changes for 2010, including legislation, regulations and court cases.
 
1.  HIRE (Hiring Incentives to Restore Employment) Act
 
2.  Health Care Reform Act of 2010    
    a.  Overview 
    b.  Changes effective in 2010 
    c.  Changes effective in 2011 
    d.  Changes effective in 2013 
    e.  Changes effective in 2014 
    f.  Changes effective in 2018
 
3.  American Jobs and Closing Tax Loopholes Act
 
4.  Considerations for the Roth conversion decision


Audit Update (Tom Pietras, CPA) (03A)


FRIDAY, SEPTEMBER 24
GENERAL SESSIONS
Financial Planning Considerations for Young Professionals (Ned Philbeck) (008)

We will discuss what each person can do personally in preparing for their future and from there what they can do for others to add value as a trusted advisor through the “Road Blocks to Financial Success.”

  • Emergency Funds
  • Risk Management: benefits of life insurance, health insurance, disability insurance, auto insurance, home owners insurance, and umbrella coverage.
  • Debt: good & bad
  • Taking advantage of qualified plans
  • Investing for your risk tolerance
  • Saving the appropriate amount of money
  • It’s not too late!


Insurance Considerations for Young Professionals: What You Need to Know About Life & Disability Insurance (John Osborne) (009)

• Should I really buy term life insurance and invest the difference?  Tax strategies utilizing permanent life insurance
• Funding a buy sell agreement for disability, the taxation on disability benefits
• Business owned life insurance, when, where, why, and for whom
• Insurance talking points to enhance your practice


Fraud in the Workplace (Richard Livingston, CPA, CVA, CFE) (010)

Do Good People Commit Fraud? Occupational fraud is a significant problem faced by organizations of all types, sizes, locations and industries.  Occupational fraud schemes can be as simple as the pilferage of petty cash or as complex as sophisticated multi-billion dollar financial statement frauds.  Regardless of the complexity of these schemes, the underlying enabling factors within the operating environment of the organization that allow these schemes to occur are the same.  This presentation focuses on understanding how and why perpetrators commit these schemes and provides practical guidance for deterring occupational fraud.


Lunch and Learn: The Polished Professional (Cindy Grosso) (011)

Business etiquette today is no longer about the prim and proper, it is often why some people are more successful than others. Studies indicate personal savvy may be the difference of the people at the top and those not.

There are studies that indicate over half of all business is conducted over the dining table. This program will enable you to be more confident by understanding how to have a meeting over a meal, which allows business to be conducted in a more successful manner in any dining situation. There really is such a thing as a million dollar meal!

The lunch and learn includes the seminar, a multi-course tutorial lunch and workbook. 


Build Your Professional Network (Jason Sweatt, CPA) (012)

We will explore: (1) The critical nature of networking in a successful career. Sitting in the back room with a green eyeshade doing great work no longer works! (2) Common pitfalls and timewasters. The “fun” parts of networking can thwart all of your efforts, so beware. These include social events, social networking and image killers. (3) Setting priorities. Even if you are “Super-Young Professional,” you cannot do it all.  How do you focus? (4) Becoming the “famous person.” How do you position yourself so that folks call you first?


 
 
back