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Call us today at 800.890.9500 to fnd out more about our award- winning software or visit us at DrakeSoftwareSales.com. ® Professional Tax Solutions | Since 1977 Toll-Free 800.890.9500 Free Demo DrakeSoftwareSales.com Table of Contents Learning Your Way ........................................................................................................................................................ 7 Conferences & Clusters ............................................................................................................................................... 10 OKLAHOMA CITY COURSES ............................................................................................................................. 13 Fraud and Abuse in Nonprofit Entities and Governments: Stealing From Everyone .................................... 14 Upcoming Peer Review: Is Your Firm Ready? ................................................................................................ 15 Annual Update and Practice Issues for Preparation, Compilation and Review Engagements ...................... 16 Auditing Employee Benefit Plans ................................................................................................................... 17 Payroll Tax, Contract Labor and Fringe Benefit Tax Update – Legally Cutting Taxes and Thwarting Catastrophes .................................................................................................................................................. 18 2018 Tax Update for CPAs in Industry ........................................................................................................... 19 SALT: An Overview of Oklahoma Business and Local Tax Incentives (Lunch + Learn)................................... 20 Fiduciary Income Tax Returns – Form 1041 Workshop with Filled-In Forms ................................................ 21 Surgent's Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs ........................................ 22 Financial Statement Analysis: Basis for Management Advice ....................................................................... 23 Transforming Your Role as Controller to Business Partner ........................................................................... 24 Accounting and Reporting for Nonprofit Organizations ................................................................................ 25 Governmental and Nonprofit Annual Update ............................................................................................... 26 Excel Tips, Tricks and Techniques for Accountants ....................................................................................... 27 Excel Financial Reporting and Analysis .......................................................................................................... 28 Operationalize Your Accounting Data: A Data Mining Tutorial (Lunch + Learn) ........................................... 29 Managing Your Resources – CFO Series Day 1 .............................................................................................. 30 The Strategic CFO: Big Picture Skills .............................................................................................................. 31 Advanced Business Law for CPAs................................................................................................................... 32 Financial Forecasting: Planning for Success ................................................................................................... 33 Employment Law Update: Reducing Employer Liability ................................................................................ 34 Performance, Practice and Prevention – CFO Series Day 2 ........................................................................... 35 Honing Your Management Style – CFO Series Day 3 ..................................................................................... 36 Forensic Accounting Investigative Practices .................................................................................................. 37 Data Breaches and Other Cyber Frauds: A 21st Century Risk to Your Organization ..................................... 38 Fraud and Cash Receipts: Common Frauds and Internal Controls ................................................................ 39 Planning and Response to an Active Shooter Situation (Lunch + Learn) ....................................................... 40 Budgets and Projections – CFO Series Day 4 ................................................................................................. 41 Acquisitions to Grow the Business: Strategy, Structure, Integration and Due Diligence .............................. 42 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know .................................. 43 OSCPA 2018-19 Live Course Catalog - 2 - The Bottom Line on the New Lease Accounting Requirements .................................................................... 44 Annual Update for Accountants and Auditors............................................................................................... 45 Guide to SSARS No. 21 Preparation of Financial Statement and Compilation Engagements ....................... 46 Guide to SSARS No. 21 Preparation of Financial Statement and Compilation Engagements ....................... 47 From Hiring to Firing and Everything In Between: Legal, Tax and Health Care Issues .................................. 48 Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now ...................................................................................................................................................... 49 Determining How Much Money You Need to Retire: Practical Planning Strategies ..................................... 50 Form 1041: Income Taxation of Estates and Trusts ...................................................................................... 51 Individual Income Taxation: Critical Tax Compliance and Planning Strategies ............................................. 52 Reviewing Individual Tax Returns: What Are You Missing? .......................................................................... 53 Smart Tax Planning Strategies for Individuals ............................................................................................... 54 Leases: Mastering the New FASB Requirements ........................................................................................... 55 The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them ..... 56 Forensic Investigations: Key Tools to Success ............................................................................................... 57 Advanced Controller and CFO Skills ............................................................................................................... 58 Annual Update for Controllers....................................................................................................................... 59 Advanced Tax Strategies for S Corporations ................................................................................................. 60 Advanced Tax Strategies for LLCs and Partnerships ...................................................................................... 61 Technical Competence – CFO Series Day 5 .................................................................................................... 62 Process Improvement for Financial Managers: Enhance Your Bottom Line ................................................. 63 The Year's Best Income Tax, Estate Tax and Financial Planning Ideas .......................................................... 64 K-1 Boot Camp for S Corporations and LLCs .................................................................................................. 65 Yellow Book: Government Auditing Standards ............................................................................................. 66 Governmental Accounting and Auditing Update .......................................................................................... 67 Applying the Uniform Guidance in Your Single Audits .................................................................................. 68 Oklahoma Accountancy Board Professional Update (Lunch + Learn) ........................................................... 69 QuickBooks Online and Other Top Accounting Software for Small Businesses ............................................ 70 Individual Income Tax Update (1A) ............................................................................................................... 71 Thriving in a Chaotic Economic Environment: Planning and Strategy Formulation for Your Organization (1B) ................................................................................................................................................................. 72 K2's Technology Update (1C) ......................................................................................................................... 73 S Corporation, Partnership and LLC Tax Update (2A) .................................................................................... 74 Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (2B) ........................... 75 K2's Advanced Excel Reporting – Best Practices, Tools and Techniques (2C) ............................................... 76 Maximizing Your Social Security Benefits (3A) .............................................................................................. 77 OSCPA 2018-19 Live Course Catalog - 3 - Annual FASB Update and Review (3B) ........................................................................................................... 78 Compilation Engagements Under SSARS (3C) ............................................................................................... 79 Select Estate and Life Planning Issues for the Middle-Income Client (4A) .................................................... 80 Proven Controls to Steer You Clear of Fraud (4B) ......................................................................................... 81 AICPA Professional Ethics (4C) ....................................................................................................................... 82 Form 990: Exploring the Form’s Complex Schedules .................................................................................... 83 Nonprofit Financial Reporting: Mastering the Unique Requirements .......................................................... 84 Multistate Income Tax ................................................................................................................................... 85 Reviewing Partnership Tax Returns: What Are You Missing? ....................................................................... 86 Reviewing S Corporation Tax Returns: What Are You Missing? .................................................................... 87 Business Tax Returns: Staff Essentials ........................................................................................................... 88 Individual Tax Returns: Staff Essentials ......................................................................................................... 89 TULSA COURSES ............................................................................................................................................. 90 Tackling the Tough Issues in Adopting the New Revenue Recognition Standard ......................................... 91 Guide to SSARS No. 21 Preparation of Financial Statement and Compilation Engagements ....................... 92 Current Issues in Accounting and Auditing: An Annual Update .................................................................... 93 Audits of 401(k) Plans .................................................................................................................................... 94 Accounting and Auditing Update for Small Businesses ................................................................................. 95 Accounting Six Pack ....................................................................................................................................... 96 Outsourcing and Cybersecurity: What CPAs Need to Know .......................................................................... 97 Implementing FASB's New Lease Standard: ASU 2016-02 Accounting for Leases – Examples and Practical Approaches .................................................................................................................................................... 98 Surgent's Individual and Financial Planning Tax Camp .................................................................................. 99 Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now .................................................................................................................................................... 100 Limited Liability Companies: Losses, Liquidations, Terminations, Continuations and Sales ....................... 101 S Corporations: Compensation and Redemptions ...................................................................................... 102 Form 990: Mastering Its Unique Characteristics ......................................................................................... 103 Nonprofit Accounting and Auditing Update ................................................................................................ 104 What CPAs Need to Know to Avoid IRS Audits and Conflict When Audited ............................................... 105 What Business Valuers Need to Know for IRS Valuations ........................................................................... 106 Real-World Fraud Found in Governments and Nonprofits ......................................................................... 107 AICPA’s Annual Update: Top 12 Governmental and Not-for-Profit Accounting and Auditing Issues Facing CPAs ............................................................................................................................................................. 108 Annual Accounting Update and Review for Accountants in Industry ......................................................... 109 Financial Statement Presentation and Disclosure – A Realistic Approach .................................................. 110 OSCPA 2018-19 Live Course Catalog - 4 - Annual Yellow Book Update and Review – A Realistic Approach ................................................................ 111 Construction Contractors: Accounting, Auditing and Tax ........................................................................... 112 CFO and Controller's Roadmap to Organization Success with Integrated Planning, Forecasting and Budgeting ..................................................................................................................................................... 113 Current Developments and Best Practices for Today's CFOs and Controllers ............................................ 114 Cybersecurity Risk Management Program Essentials.................................................................................. 115 Cybersecurity Advisory Engagements Essentials ......................................................................................... 116 Federal Tax Update – C and S Corporations, Partnerships and LLCs ........................................................... 117 Federal Tax Update – Individuals ................................................................................................................. 118 This Year's Top Tax and Financial Planning Ideas ........................................................................................ 121 IRS Tax Examinations and Hot Issues ........................................................................................................... 119 Essentials of LLC Operating Agreements ..................................................................................................... 120 Navigating Your Client Through the IRS Appeals Process ............................................................................ 120 Advisor's Workshop: Helping Small-Business Clients Navigate Health Insurance and Fringe Benefits ...... 123 The Tax Cuts and Jobs Act: A Guide to the Most Sweeping Tax Reform in Over 30 Years .......................... 124 Understanding Section 199A: The 20 Percent Deduction for Pass-Through Entity Owners and Investors in Real Estate ................................................................................................................................................... 125 Estate and Life Planning Issues for the Middle-Income Client .................................................................... 126 Office 365 – Unleash the Power in Your Organization ................................................................................ 127 Data Analytics and Business Intelligence – What You Should Know ........................................................... 128 Integrating Audit Data Analytics into the Audit Process ............................................................................. 129 Internal Control Best Practices for Small and Medium-Sized Entities ......................................................... 130 Advanced Technical Tax Forms Training – LLCs, S Corporations and Partnerships ..................................... 131 Advanced Technical Tax Forms Training – Form 1040 Issues ...................................................................... 132 Detecting and Preventing Accounts Payable Fraud ..................................................................................... 133 Payments Fraud: Detect and Prevent Check, ACH and P-Card Schemes .................................................... 134 Budgeting and Forecasting Tools and Techniques ...................................................................................... 135 Implementing Internal Controls in QuickBooks Environments ................................................................... 136 Advanced QuickBooks Tips and Techniques ................................................................................................ 137 Nexus Update: Latest Developments in State Income, Franchise and Sales Taxes ..................................... 138 Slashing Taxes for Your Small Business Clients: Corporations, Partnerships and LLCs ............................... 139 The Essential Course for Preparing Nonprofit Financial Statements Under ASU No. 2016-14 .................. 140 Latest Developments in Government and Nonprofit Accounting and Auditing ......................................... 141 Compilations, Reviews and New Preparations: Engagement Performance and Annual Update ................ 142 FASB's Big 3 – Revenue Recognition, Leases and Financial Instruments..................................................... 143 Practical Planning Boot Camp: S Corporations and LLCs ............................................................................. 144 OSCPA 2018-19 Live Course Catalog - 5 - Complete Guide to Payroll Taxes and 1099 Issues ...................................................................................... 145 Individual Income Tax Update (1A) ............................................................................................................. 146 Thriving in a Chaotic Economic Environment: Planning and Strategy Formulation for Your Organization (1B) ............................................................................................................................................................... 147 K2's Technology Update (1C) ....................................................................................................................... 148 S Corporation, Partnership and LLC Tax Update (2A) .................................................................................. 149 Innovative Forecasting and Budgeting: Moving Beyond the Traditional Techniques (2B) ......................... 150 K2's Advanced Excel Reporting – Best Practices, Tools and Techniques (2C) ............................................. 151 Maximizing Your Social Security Benefits (3A) ............................................................................................ 152 Annual FASB Update and Review (3B) ......................................................................................................... 153 Compilation Engagements Under SSARS (3C) ............................................................................................. 154 Select Estate and Life Planning Issues for the Middle-Income Client (4A) .................................................. 155 Proven Controls to Steer You Clear of Fraud (4B) ....................................................................................... 156 AICPA Professional Ethics (4C) ..................................................................................................................... 157 Practical Business Law: 2017 Update .......................................................................................................... 158 Email, Record Retention, Destruction and Security .................................................................................... 159 Dizzy New World of Cyber Investigations: Law, Ethics and Evidence ......................................................... 160 Efficient and Effective Form 1040 Review: The Next Step for Valuable Staff ............................................. 161 Getting Ready for Busy Season: A Guide to New Forms, Filing Issues and Other Critical Developments... 162 Individual Tax Returns: Staff Essentials ....................................................................................................... 163 OTHER METRO AREA COURSES ..................................................................................................................... 164 Ethical Considerations for CPAs ................................................................................................................... 165 Surgent's Federal Tax Update ...................................................................................................................... 166 Ethical Considerations for CPAs ................................................................................................................... 167 Surgent's Federal Tax Update ...................................................................................................................... 168 Ethical Considerations for CPAs ................................................................................................................... 169 Surgent's Federal Tax Update ...................................................................................................................... 170 OSCPA 2018-19 Live Course Catalog - 6 - Learning Your Way Because everyone learns in their own unique way, the Oklahoma Society of CPAs offers a variety of learning environments to fit the unique needs of each individual. • More than 150 live seminars are offered annually in Oklahoma City, Tulsa and, thanks to the CPE Road Show, in a few smaller communities. • NEW FOR 2018 – SIMULCASTS! Now you can attend your favorite live seminar from your computer, laptop or iPad. More than 20 courses will be live simulcast this year, with more added annually. Simply answer attendance polling questions to receive credit. No tests or exams. Simulcast courses are noted on their respective catalog pages. • Our 14 conferences and clusters, offering four to 16 hours of CPE at each event, allow for ample learning and networking opportunities. • With 6,000+ webcasts and webinars from seven vendors, you can always find a course to fit your needs at a time that works for you. • If you prefer to work at your own pace, the variety of on-demand and self-study courses, from national vendors, will fit your needs. Don’t miss the self-study article in the CPAFOCUS magazine as well! • Looking for some quick learning options? Check out one of our CPAs After Hours events, a Beer & Ethics class, a Lunch + Learn or a Sunny Side CPE breakfast. All events are one to two hours. Special Events Lunch + Learns – One-hour programs sponsored by the Members in Industry Committee. Lunch is included as part of the registraton fee. Topics and registraton available on the OSCPA website. • April 17 • June 19 • August 21 • October 16 • December 11 YAP Lunch + Learns – One-hour programs designed to address issues unique to young professionasl by providing expert discussion leaders and topics. Lunch is included as part of the registration fee. Topics and registraton available on the OSCPA website. • May 23 • July 18 • September 19 • November 28 Sunny Side CPE – One-hour programs sponsored by the Personal Financial Planning Committte. Breakfast is included as part of the registration fee. Topics and registraton available on the OSCPA website. • April 17 • June 19 • August 21 • October 16 • December 11 OSCPA 2018-19 Live Course Catalog - 7 - Seminar Times Unless otherwise noted, eight-hour seminars run 8:30 a.m. until 4:00 p.m. and include lunch in the cost of registration. One, two and four-hour seminars do not include lunch. Four-hour AM seminars run 8:30 a.m. until 12:00 p.m., and PM seminars run 1:00 p.m. until 4:30 p.m. Please check indivdual one and two-hour courses for start times. Seminar Pricing MEMBER MEMBER NONMEMBER NONMEMBER Printed Early Bird Price Standard Price Early Bird Price Standard Price Materials 8-hour seminars $240 $290 $340 $390 $25 4-hour seminars $125 $150 $175 $200 $15 2-hour seminars $70 $85 $95 $110 $15 1-hour seminars $25 $25 $35 $35 N/A Early Bird prices are available 21 days prior to a course date. Standard prices apply at 20 days prior to a course date. Electronic materials are always free and are provided to all attendees for every course. AICPA Discount A $30 AICPA member discount is available to CPAs who are AICPA members for eight-hour courses with AICPA listed as the vendor. You do not have to be a member of the OSCPA to receive this discount. The $30 discount will be taken off after the Early Bird price or any other promotional discounts. The AICPA member discount is not available on four-hour AICPA courses. Substitutions, Transfers and Cancellations All live courses are subject to the OSCPA’s Substitution, Transfer and Cancellation Policy: • You may substitute another person at any time with no additional charge. Please notify the CPE department of the substitution as soon as possible. • You may transfer your registration to another course. Additional fees would pertain if the new course is more expensive, in which case the difference would be charged. • You may cancel a registration any time, but fees may be incurred. o If a cancellation notice is given more than two weeks out from a course date, registration fees can be refunded back to the original form of payment used or added as a credit to Money on Account. o If a cancellation notice is given less than two weeks out from a course date, a $25 administrative fee will be charged. Remaining registration fees can either be refunded back to the original form of payment used or added as a credit to Money on Account. o If a cancellation notice is given within 24 hours of the course date, no refund will be issued. Refunds are also not issued for "no shows" the day of the course. However, if you paid for a printed manual, it will still be mailed to you. o Once course e-materials have been downloaded, no refund will be issued. CPE Certificates CPE certificates are sent electronically. You should receive your certificate within two weeks of the course date. Certificates can also be found in the My CPE section of the OSCPA website. Certificates are not available until the course has been reconciled and the full balance has been paid. OSCPA 2018-19 Live Course Catalog - 8 - Evaluations All course evaluations are sent electronically. A link to the online evaluation will be emailed to you on the same day as the course. General Policies Please note that course dates, locations, discussion leaders and/or pricing are subject to change without notice. Be sure to verify course information via the online course catalog or the CPE department before purchasing a course. The OSCPA reserves the right to cancel a course at any time due to insufficient number of registrants, discussion leader travel issues and/or inclement weather conditions. For more information, visit the CPE Policies page on the OSCPA website. 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