Spring CPA Summit (includes Employee Benefit Plans Conference, Government Conference, and Nonprofit Conference) (CN4113)

Tuesday, May 23, 2017 - Wednesday, May 24, 2017 | 8:30am - 5:00pm (Registration at 7:30am) EST | Embassy Suites, Columbia


Don’t miss this unique opportunity to get information you normally receive in three events ALL in one event with three separate tracks. You can earn at least 8 hours of content in each track. Some tracks will offer more than 8 hours, but you will receive no less than 8 hours per track. Mix and match the topics that meet your specific needs!

Employee Benefit Plans Track – Whether you’re an auditor of employee benefit plans or an administrator of such plans, this conference has topics designed specifically for you. Plan sponsors and auditors, come discover information that will help you build a better package, remain compliant, learn the latest in ERISA regulations, best practices and more.

Government Track – Designed to help you with both awareness and comprehension of the latest regulatory changes. With guidance on compliance, ethics and governance issues specific to governmental entities, you’ll be prepared to meet the rigors of today's standards with newfound clarity.

Nonprofit Track – Created for CPAs working in nonprofits or firms with nonprofits, the sessions in this track will help you master new financial reporting standards, financial and compliance audits, and the latest legislative updates during this very transitional time.


Standard Registration: $494 SCACPA Members, $694 Non-Members
Firm Discount: ($15)
Reciprocal Discount: ($200)


Hotel Accommodations:
Embassy Suites by Hilton Columbia Greystone
200 Stoneridge Drive
Columbia, SC 29210

Room Rate: $129 plus tax - Ask for the Spring CPA Summit, when calling for the group rate.

Please click this link to make your hotel reservation: Click Here to Make Hotel Reservations!

Group Rate expires on May 2, 2017.

eMaterials are provided. eMaterials will be available for download approximately 3 business days prior to the seminar.

How to access eMaterials

  •  Click here to access your ematerials:
    (http://www.scacpa.org/public/secure/myematerials.aspx) you will be required to login to access the document by using your scacpa.org login credentials.
  •  Click "Conference Manual"  associated with your course or conference. 
  •  Download and save the document to your computer prior to the course.
  • eMaterials are available online up to 7 days following the event



Please select the appropriate session or option below to continue with your online purchase

Tuesday, May 23, 2017

Concurrent Sessions - Group A (only select ONE)

Retirement System Debacle This session will touch on a range of topics dealing with the State Treasurer’s Office – anything from Debt Management, Treasury Management, Investments, Unclaimed Property, Future Scholar 529 Accounts, his role with the Retirement System Investment Commission, etc.   Implementing Enterprise Risk Management   Panelists will provide a brief overview of •         The current state of Enterprise Risk Management (ERM) practices •         The origins and development of ERM and its implications for Management Auditors •         Pitfalls and opportunities of implementing ERM programs in governments and not-for profits

Not for profits will face some unique challenges and opportunities as the revenue recognition and related updates get closer to the effective date.  Even though these standards will not affect all revenue streams, there will be some change in how and when revenue will be recognized.  The challenges of implementation should be addressed now for a timely and efficient adoption of these standards.  Those charged with governance (board of directors and /or executive directors) will need to be informed and involved since board policies and operating procedures may need to be reviewed and revised.  This session will address these challenges and provide insight into the changes affecting the reporting model for revenue

Concurrent Sessions - Group B (only select ONE)

Hot Topics in Employee Benefits: • Even 401(k) Plans Need an Annual Check-Up  • Form 5500 Changes Coming • Importance of Controlled Group Determinations • Hardship / Loan Paperwork and other Recordkeeping Reminders • Electronic Delivery of ERISA-Required Documents:  When Posting Isn’t Enough Speakers:  Mike Brittingham and Sue Guitar

This session will give an overview of the GASB pronouncements that become effective in the coming fiscal years.  The session also will explain some of the projects on GASB’s current technical agenda and research agenda. 

Not for profits will be affected by this new model for reporting on leases whether the not for profit is the leaseor or lease.  This session will cover the basics from both perspectives with examples and discussion.  With an effective date only one year after the revenue recognition, the organization may be faced with dealing with multiple years of possible restatements and changes in policies as this standard is adopted.

Lunch Registration - Tuesday

To register guests: 1. Please check the appropriate GUEST box above. 2. Click “Add to Cart” button, then the hyperlink (Change sessions or Add Guests). 3. Click the green button (ADD GUEST), enter name, and then click the green button (CONTINUE). 4. If you wish to add additional guests, click the green button (ADD GUEST), enter name, and then click the green button (CONTINUE).

Concurrent Sessions - Group C (only select ONE)

ERISA’s fiduciary duties are constantly in the news: for service providers, investment fiduciaries, and plan sponsors. This session focuses on the core requirements of fiduciary duties and how they affect day-to-day operations of ERISA plans. The session will integrate recent case law demonstrating breaches in the fiduciary process and regulatory developments (including the Department of Labor’s fiduciary definition change). Speakers:  Phillip Long and Matt Van Name  

Everyone has blind spots. The difference between a breakdown and a breakthrough is your willingness to check them. We've all been there. Speeding along in our car, mind set on the destination when... BOOM! That vehicle in the other lane came out of nowhere! Ethical blind spots in the workplace can prove just as surprising, and just as disastrous. Without checking our blind spots we are destined to let our subconscious do the driving, impacting our choices and interactions in ways we never anticipated or intended. Take back the wheel. As an expert in human behavior and evolutionary psychology, Dr. Rebecca Heiss takes clients on an insightful journey into their own minds exploring how subconscious blind spots can act as barriers to optimal individual and team performance. “When we lock-on to a particular truth, we lock-out anything that contradicts it. We create blind spots.” Through her powerful storytelling and unique scientific approach, Rebecca empowers participants to recognize the underlying mechanisms of unethical behavior.  Perhaps more importantly, her program goes beyond identification of “the right thing to do” and teaches clients to create ethical environments in which they are never blind to the ethical choice. Key Outcomes & Takeaways After the Ethical Blind Spots presentation participants will: • Understand of the social and developmental root of unethical subconscious behaviors • Acknowledge the 3 components of ethical breakdowns and how easy it is to make unethical choices • Recognize the dangers of blind spots on both a personal and organizational scale • Establish a road map to keep blind spots in check and consciously create ethical environments Blind spots prevent us from seeing solutions to our problems because these options don’t fit in with our current beliefs.  It’s time to break through to better. Speaker:  Rebeca Heiss

Concurrent Sessions - Group D (only select ONE)

As part of this presentation, the presenter will be challenging the conventional wisdom that encouraging your clients to take advantage of tax-qualified savings vehicles (eg., 401ks, 403bs, & IRAs) is really the best tax advice that you can provide your clients. Most tax advisors are focused on mitigating present pain without looking at the bigger picture. This presentation is designed to provide a comparison of total taxes, fees & net income as a result of qualified vs nonqualified alternatives.

This session will provide a general overview of the requirements for protecting health information and other personally identifiable information in the healthcare context. It will focus on HIPAA and will cover the requirements of HIPAA, recent enforcement activity, and tips for compliance and audits. At the end of the session, participants should have an understanding of * What HIPAA requires * Who is covered by HIPAA * What is protected health information * What is a HIPAA breach * What to do when there is a HIPAA breach * Business Associate Agreements * How state law and HIPAA interact * The enforcement of HIPAA.

Wednesday, May 24, 2017

Concurrent Sessions - Group E (only select ONE)

Learn about new resources from the Employee Benefit Plan Audit Quality Center that will help you in your EBP Audit practice, and the profession’s Enhanced Audit Quality Initiative and its effect on EBP audits, including changes to peer review, the EBP Competency Model, and the EBP Audit Certificate.

This session will provide the latest on single audit activities including considerations related to year 2 of the Uniform Guidance audit requirements. This session will look at how things went including: Challenging areas and what to watch out for; Frequently asked questions; Feedback from peer review oversight reviews of single audits; and Auditor resources. Attendees will also learn about recent activities related to the 2017 Compliance Supplement, potential revisions to Government Auditing Standards (Yellow Book) and common issues found with reporting packages submitted to the Federal Audit Clearinghouse. Learning Objectives • Understand challenging areas of performing single audits under the Uniform Guidance Understand single audit quality problems • Learn about where to find relevant resources Speaker:  Teresa Bordeaux

Concurrent Sessions - Group F (only select ONE)

What’s going on at the Department of Labor that will impact your benefit plan audits this year? The DOL will share their insights with you, including details about the Department’s ongoing audit quality enforcement program. Find out what good work looks like how to avoid the pitfalls that most often plague benefit plan audits and result in the rejection of Form 5500 filings.

Many industry professions value and leverage pattern recognition and informed judgment based on limited information.  While this is a huge strength for many leaders, managers and employees, it could also lead to unconscious biases in our decision making when it comes to day to day issues like hiring, mentoring, promoting, staffing, developing people, and engaging with clients. Through an engaging mix of insights, exercises, illustrations, activities, polls, and videos, this session will enable participants to understand, identify, and manage their unconscious biases. Session participants leave with specific strategies and tactics that they can deploy in their day to day work to maximize intuitive strengths and minimize unintended fallout.

Lunch Registration - Wednesday

  If you are a new CPA participating in the Oath Ceremony, please register you and your guests for the event MEOATHSP here. Please don't choose this lunch option.

IMPORTANT: If you are a new CPA participating in the Oath Ceremony, please register you and your guests for the New CPA Oath Ceremony (event code MEOATHSP) by clicking here. Please don't choose this lunch option. To register guests: 1. Please check the appropriate GUEST box above. 2. Click “Add to Cart” button, then the hyperlink (Change sessions or Add Guests). 3. Click the green button (ADD GUEST), enter name, and then click the green button (CONTINUE). 4. If you wish to add additional guests, click the green button (ADD GUEST), enter name, and then click the green button (CONTINUE).

Concurrent Sessions - Group G (only select ONE)

The DOL is auditing more and more plans these days, and these investigations can include both the plan itself and the work of the independent auditor. This session will discuss the processes followed by the DOL in reviewing a plan, how to best present the plan information to the DOL, and how to make sure during the independent audit process that we are addressing the key items the DOL looks for during their inspection.

Concurrent Sessions - Group H (only select ONE)

Additional Registration Options

Special Dietary Needs

Participant List


Course Code:

16.00 Various

Field of Study:
Personnel/HR, Special. Know. & Applications, Governmental Accounting, Governmental Auditing

South Carolina Association of CPAs

Course Type:




Advanced Preparation:



200 Stoneridge Drive, Columbia, SC, 29210