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3 re:source re: So ur ce TA B L E O F CONTENTS re: so ur ce EVERYTHING CPE Education Requirements... 2 Event Locations... 3 RE re: So ur ce re: Source SO UR CE Important Indiana Statutes, Changes... 4 Policies & Procedures... 4 ValuePlus... 8 Registration Form... 9 Indiana CPA-PAC...10 Membership Application re:source Regional Course Listing Chronological Course Listing Accounting & Auditing PROVIDING THE KNOWLEDGE YOU NEED TO SUCCEED - FOR 100 YEARS AND COUNTING. Online Community Ethics PROVIDING THE KNOWLEDGE YOU NEED TO SUCCEED FOR 100 YEARS AND COUNTING. This year marks the 100th anniversary for the Indiana CPA Society. To celebrate with the re:source, we designed the cover with a nod toward 100 years of design. From Arts and Crafts to Bauhaus to Pop Art, we reimagined what past covers might look like. Enjoy. The Indiana CPA Society provides you with the re:source an annual, comprehensive guide to help you stay on track. Use chronological and regional listings to find quality INCPAS courses close to home. The re:source also gives you access to helpful information on CPA requirements, INCPAS policies and procedures, along with Society staff and committee member contact information. Spend less time scrambling for your professional development resources everything you need is right here. Management Online Interactive Courses Not-For-Profit/Government Taxation Technology REFERENCE 2015 INCPAS Conferences and PIU...90 Society Staff INCPAS Leadership Board of Directors Diversity Advisory Council Ethics Committee Government Relations Advisory Council Peer Review Committee Tax Resource Advisory Council Important Numbers I N DI A NA CPA SOCI ET Y 1

4 EVERYTHING CPE EDUCATION REQUIREMENTS CPAS IN PUBLIC PRACTICE CPAS IN INDUSTRY A&A REQUIREMENTS INDIANA BOARD OF ACCOUNTANCY AICPA GAO YELLOW BOOK INCPAS 120 hrs. / 3 yrs. minimum 20 hrs. / yr. 120 hrs. / 3 yrs. minimum 20 hrs. / yr. 10% (or 12 hrs.) of the total required hours / 3 yrs. 120 hrs. / 3 yrs. 80 hrs. / 2 yrs. minimum 20 hrs. / yr. No CPE Requirements 120 hrs. / 3 yrs. N/A No CPE Requirements N/A N/A N/A ETHICS 4 hrs. / 3 yrs. N/A N/A N/A SELF-STUDY RESTRICTIONS No more than 50% (60 hrs.) can be attained through self-study REPORTING CYCLE 1/1/2015 to 12/31/2017 N/A N/A N/A Cycle begins the calendar year after joining the AICPA. Year end* N/A NEED MORE INFORMATION? INDIANA BOARD OF ACCOUNTANCY Visit in.gov/pla/accountancy. htm or contact the Indiana Board of Accountancy at (317) YELLOW BOOK Visit gao.gov/yellowbook or contact the Office of Public Affairs at (202) AICPA Visit aicpa.org or call *Based on individual firm s entry into governmental accounting. Consult the Yellow Book Reporting Requirements for specific information. Qualifies for Yellow Book = Qualifies for the 24 hour Yellow Book requirement. Determination as to the qualification of certain courses for the Yellow Book 24 hour requirement should be made on an auditor specific basis depending on that auditor s Yellow Book clients. Note that the determination of course qualification is a matter of an auditor s professional judgement in consultation with appropriate individuals in the audit firm. The 24 hours are a subset of the 80 hour requirement. i HAVE YOU RECENTLY OBTAINED YOUR LICENSE? 872 IAC Prorated continuing education requirements for holders of certificates granted during a reporting period Authority: IC Affected: IC Sec. 16. The following table establishes the number of CPE hours that a licensee must obtain for the three (3) year reporting period in progress at the time of the issuance or reactivation of a certificate under section 8, 14, or 14.5 of this rule, and it also establishes the minimum hours required in the calendar year of the issuance or reactivation: REQUIRED HOURS FOR THREE REQUIRED MINIMUM HOURS FOR THE DATE OF ISSUANCE OF CERTIFICATE YEAR REPORTING CYCLE YEAR OF ISSUANCE OR REACTIVATION 01/01-03/31 first year of the reporting period /01-06/30 first year of the reporting period /01-09/30 first year of the reporting period /01-12/31 first year of the reporting period /01-03/31 second year of the reporting period /01-06/30 second year of the reporting period /01-09/30 second year of the reporting period /01-12/31 second year of the reporting period /01-03/31 third year of the reporting period 40 N/A 04/01-06/30 third year of the reporting period 30 N/A 07/01-09/30 third year of the reporting period 20 N/A 10/01-12/31 third year of the reporting period 0 0 * For purposes of this section, N/A means that there is no specifically stated requirement for the year of issuance or reactivation because the licensee would have to obtain the prorated CPE hours for the three (3) year reporting period

5 EVENT LOCATIONS Batesville Hillcrest Country Club 850 N. Walnut St. (812) Bloomington Bloomington Convention Center 302 S. College Ave. (812) Hilton Garden Inn 245 North College Ave. (812) Carmel Renaissance Indianapolis North N. Meridian St. (317) Ritz Charles N. Meridian St. (317) Columbus Clarion Hotel and Conference Center 2480 Jonathan Moore Pike (812) Evansville Holiday Inn Evansville Airport 7101 U.S. 41 North (812) Fort Wayne Grand Wayne Center 120 W. Jefferson Blvd. (260) Indianapolis The Alexander 333 S. Delaware St INCPAS Prof. Dev. & Conf. Ctr Woodfield Crossing Blvd., #100 (317) Hilton Indianapolis Hotel & Suites 10 E. Market St. (317) Hyatt Regency Indianapolis 1 S. Capitol Ave. (317) EVERYTHING CPE Indiana Roof Ballroom 140 W. Washington St. (317) Indianapolis Marriott Downtown 350 W. Maryland St. (317) Indianapolis Marriott East 7202 E. 21st St. (317) Indianapolis Marriott North 3645 River Crossing Pkwy. (317) Jeffersonville Sheraton Louisville Riverside 700 W. Riverside Dr. (812) Kokomo Kokomo Country Club 1801 Country Club Dr. (765) Lafayette Holiday Inn City Centre 515 South St. (765) Merrillville Radisson Hotel at Star Plaza 806 E. 81st Ave. (219) Muncie Horizon Convention Center 401 S. High St. (765) South Bend South Bend Century Center 120 S. Saint Joseph St. (574) Terre Haute Federal Hall Scott College of Business Indiana State University (812) Holiday Inn 3300 U.S. 41 South (812) EVERYTHING CPE Indianapolis Hotels With Discounted Rates To receive this discount, ask for the Indiana CPA Society rate. Hyatt Place Keystone at the Crossing 9104 Keystone Crossing Indianapolis, IN (317) $117/night (ask for INCPAS) Renaissance Indianapolis North N. Meridian St. Carmel, IN (866) $149/night (ask for INCPAS) Sheraton Indianapolis Hotel at Keystone Crossing 8787 Keystone Crossing Indianapolis, IN (800) $145/night (ask for INCPAS) INDIANA CPA SOCIETY 3

6 EVERYTHING CPE IMPORTANT INDIANA STATUTES, CHANGES 872 IAC Application for renewal of certificate; fee Authority: IC Affected: IC ; IC Sec. 6. (a) Certificate holders must file triennially an application to renew their certificates using the application form provided by the board. Certificates expire on June 30 of every third year, for example, June 30, 1994, and June 30, (b) Applicants must sign a statement under penalty of perjury that: (1) the hours submitted are substantially correct; (2) they attended and completed courses taken; and (3) to the best of their knowledge, the courses completed meet the requirements of this rule. (c) The board may: (1) verify any information submitted by the applicant; and (2) request the applicant to submit evidence supporting the course information. (d) Each application for a permit must be accompanied by a check or money order in the amount specified in 872 IAC (e) It is the responsibility of each applicant to retain certificates of completion and other records to support the courses taken for thirty-six (36) months from the end of the renewal period for which CPE applied. These records shall include the following: (1) Certificates of completion, such as the following: (A) Course attendance verification by the sponsor. (B) Certificates of completion for self-study courses. (C) CPE attendance history by employer or third party. (2) Course outline or other evidence of course content. (3) Other evidence of support and justification. (f) The board may ask certificate holders to provide information as provided in subsection (e) in order to verify the CPE hours claimed on the application. Failure to comply with this section may result in the board disallowing CPE. POLICIES & PROCEDURES IF YOU CANCEL OR SWITCH A COURSE All cancellations and switches are subject to an administrative service fee. Cancellations must be received in writing or by telephone. You may substitute another individual in your place without penalty provided the registration fee paid applies to both registrants (i.e. both registrants qualify for the member fee). Please notify member services of the change to assure proper assignment of CPE credit. CANCELLATION AND SWITCH FEES $15 service fee for cancellations or switches received 15 business days or more prior to the seminar or conference date. $25 service fee for cancellations or switches received six-14 business days prior to the seminar or conference date. 50 percent of the registration fee will be refunded for cancellations or switches received five business days or less prior to any seminar. Nonrefundable registration fee for any INCPAS-sponsored conference cancellations or switches received five business days or less prior to any conference. Nonrefundable registration fee for cancellations or switches received on or after the seminar or conference date. See page 8 for Value Plus cancellation policy. IF INCPAS CANCELS A COURSE A course will be cancelled if the minimum number of participants is not obtained approximately 10 days prior to the course. You may elect to receive a full refund or choose another course without penalty. INCPAS is not responsible for any personal expenses incurred if a course is cancelled. Inclement Weather Policy Registrants will be notified at their office immediately upon cancellation of an event due to inclement weather. If we are unable to reach registrants or the decision to cancel has been made during non-business hours, registrants will be contacted at home. The Society uses our database to contact registrants, therefore it is imperative you notify the Society when your information has changed. When an event has been cancelled due to inclement weather, registrants will have the option of attending the rescheduled event or registering for another event at the time of cancellation. If the registrant is unable to attend the rescheduled event and is unable to register for another event, a full refund will be issued. If a registrant is unable to attend an event due to inclement weather they must notify the Society the day of the scheduled event. Cancellations will not be accepted before or after the event. If the event has not been cancelled, no refunds will be issued. Instead, registrants will be issued a credit voucher valid for one year from the date of issue. It is applicable to another event of equal value. Member ID Number Your member ID number is located on the mailing label and course enrollment confirmations. Reference this number when registering for courses. MEMBER/NONMEMBER FEE Registration for INCPAS events is open to the public. Members of INCPAS, PA Society or other state CPA societies may register under the member price. To become a member, complete a membership application online at incpas.org. Contact member services for additional information. Lunch Course fees do not include lunch unless indicated. Course Times All course times are local time. Course Availability You may check course availability by calling member services; however, we cannot hold space in a course without full payment. On-site registration the day of the course is accepted only if space

7 NEED MEETING SPACE? The INCPAS Professional Development & Conference Center is an affordable location to hold your next meeting, retreat or training! ROOMS: Accommodate groups of six up to 80 High-speed, wireless internet LCD projection equipment and screen Teleconferencing capability Sound system Wireless microphones Whiteboard, flip charts and markers For half- and full-day rates, rental terms and conditions, contact Christina Pristasch at incpas.org or (317) *Members receive a discounted rate. AMENITIES: Free parking Snack service Coffee, fountain drinks and water Kitchenette and space to set up onsite catering orders Numerous off-site restaurants within a mile Woodfield Crossing Blvd. INCPAS 86th St. Keystone The staff is flexible and great to work with. The great location, free parking, snacks and beverages has been a great help in allowing me to meet the education needs of my members while staying on budget. Indiana Society of Association Executives

8 EVERYTHING CPE POLICIES & PROCEDURES and materials are available. Payment of the nonmember fee is required for all on-site registrations. Confirmations All registration confirmations will be ed once payment has been processed. This will serve as your receipt. If you do not receive a confirmation three days prior to the course, contact member services. Make sure your address is on file with the Society. If you have not received the attendance certificate , be sure to check your SPAM filter, and approve INCPAS Christina Pristasch [cpristasch@incpas.org] as a sender. Cell Phones Cell phones must be silenced during INCPAS events. Business Meal Deductions Under IRS Code Section 162 (effective 1/1/94), 50 percent of the costs of business meals held in conjunction with association meetings are generally deductible. Discounts AICPA members may deduct an additional $30 off an eight-hour course and $60 off a 16-hour course when AICPA is listed as the source. Four-hour courses excluded. allows members to purchase a minimum of 40 hours of CPE in any combination of INCPAS seminars or conferences for 25 percent off the total price. All courses must be purchased as one transaction by August 31. For cancellation and switch policies, see page 6 or visit our web site at incpas.org. ValuePlus can be completed online. For conferences Early Bird Discount cannot be taken in addition to the ValuePlus discount. ValuePlus excludes Professional Issues Updates, CPA Center of Excellence Online Interactive Courses, self study, webcasts and webinars. DISCLAIMERS DISCLAIMER The information and suggestions presented at the courses, seminars and institutes sponsored by the Indiana CPA Society are subject to constant change and, therefore, should serve only as a foundation for further investigation and study. Any forms presented at such courses, seminars or institutes are samples only and are not necessarily authoritative. All information, procedures and forms contained or used in such courses, seminars or institutes should be carefully reviewed and should serve only as a guide for use in specific situations. The INCPAS and contributing authors and lectures hereby disclaim any and all responsibility, which may be asserted or claimed arising from or claimed to have arisen from reliance upon the information or utilization of the information or forms used in such courses, seminars or institutes. The opinions expressed by teachers or course leaders are not necessarily those of INCPAS. Continuing education courses purchased from INCPAS may be deductible for federal income tax purposes as ordinary and necessary business expenses. Continuing education course purchases are not deductible as charitable contributions. Please consult your tax advisor for individual assistance in specific situations. CLE DISCLAIMER Indiana CPA Society continuing professional education courses have presumptive approval by the Indiana Commission for Continuing Legal Education. Attendance at each approved course will be documented by INCPAS and forwarded to ICCLE for their records. It is the sole discretion of the ICCLE to determine what courses will be approved for CLE credit and how much credit can be earned for each approved course. Contact Julia Orzeske, executive director of the Indiana Commission for Continuing Legal Education, at (317) with any questions. To receive CLE credit, it is your responsibility to request it by signing in on the appropriate form during the course. PHOTO DISCLAIMER It is the policy of the Indiana CPA Society, Inc. ( Society ) that any Society member or other person who attends a Society event, function or meeting consents to the Society s use of that member or attendee s name, voice, likeness, or image in Society advertising, fundraising, promotional, or educational materials, in any medium whatsoever, without payment of additional consideration to the member or attendee. By participating in or attending Society events, each member or attendee understands and agrees that (i) the Society may record or document its events with photographs, audio and/or video recordings, and other media; (ii) the Society will own any such photographs, audio and/or video recordings or other media; and (iii) the Society may utilize such materials, including without limitation, posting any such photographs, audio or video recordings, or other media on the Society s website, for any purpose the Society deems appropriate. Any member or attendee objecting to the possible use of his or her name, voice, likeness, or image in this manner shall communicate in writing his or her objections to or limitations on such use to the Society

9 Find webinars with just one click The INCPAS online course catalog now features webinars! Hundreds of options, from names you know and trust, are available and easily searchable in the course catalog at incpas.org. Simply choose include virtual events from the search on our home page. Now, there is no need to leave incpas.org or set up accounts elsewhere. One click, and you re in.

10 REGISTRATION INCPAS MEMBERS... Register for 40 hours of CPE by August 31 and save 25 percent. The INCPAS ValuePlus Program allows you to register for a minimum of 40 hours of CPE in any combination of seminars or conferences (excluding CPA Center of Excellence Online Interactive Courses, Professional Issues Update and webinars). For conferences Early Bird discount cannot be taken in addition to the ValuePlus discount. All courses must be purchased at the time of enrollment; participants must enroll on or before August 31, Participation in the ValuePlus Program is on an individual basis for members only. It is not transferable to other members within a company or firm. All other discount programs do not apply to the ValuePlus Program. The ValuePlus Program may not be used retroactively for courses taken prior to purchase and cannot be applied toward self-study or webinar purchases. IMPORTANT: All 40 hours must be used prior to January 30, Refunds will not be issued for those hours not used by January 30. Switches must be made for courses/conferences of equal or lesser value than the originally purchased course/conference. A cancellation of a ValuePlus class will result in forfeiture of the Value Plus discount for all classes purchased. Standard INCPAS switch fee will apply. Register Online! (Discount will automatically be applied when you register for 40 or more qualifying hours!) Easy Ways to Register for CPE Complete and mail registration form(s) with payment to: P.O. Box Indianapolis, IN Registrations via fax must have credit card information indicated. (317) Phone registrations are accepted with credit card payments only. (317) All online registrations require credit card information. incpas.org

11 MEMBER ID NO. AICPA ID NO. EVERYTHING REGISTRATION CPE EVERYTHING CPE FULL NAME NAME TO GREET BY FIRM/COMPANY WORK PHONE NO. FAX NO. STREET ADDRESS no P.O. Boxes WORK / HOME (circle) CITY STATE COUNTY ZIP CODE COURSE DATE COURSE TITLE CITY CREDIT PRICE PAYING NONMEMBER PRICES? BECOME A MEMBER AND TAKE ADVANTAGE OF LOWER PRICES IMMEDIATELY WHEN YOU JOIN ONLINE AT INCPAS.ORG/JOININCPAS. INCPAS MEMBERS: Are you registering for at least 40 hours of CPE on or before August 31? If so, take a 25% discount off your total. For conferences Early Bird Discount cannot be taken in addition to the ValuePlus discount. ValuePlus excludes Professional Issues Update and webinars. To participate in the ValuePlus Program, registration forms must be received before August 31, Valid only when registering for at least 40 hours of CPE. I have read the ValuePlus Program policies and I agree to abide by them. I understand that if I fail to follow these policies, my participation in the program will be revoked. TOTAL TOTAL (minus 25% discount) SIGNATURE Method of Payment AMEX Discover MasterCard Visa Check CREDIT CARD NO. EXP. DATE CVV# (last 3 digits on back of card) NAME INDICATED ON CARD SIGNATURE Payment must be submitted with the registration form. Make checks payable to: Indiana CPA Society, P.O. Box 40069, Indianapolis, IN You may also register by phone: (317) or or fax: (317) For more information, info@incpas.org or go to incpas.org. INDIANA CPA SOCIETY 9

12 EVERYTHING CPE YOU KNOW WHAT THE PROFESSION NEEDS. DO YOUR LEGISLATORS? Make sure they get the message by supporting the Indiana CPA-PAC Thanks to member support during the last legislative session, INCPAS advocacy efforts succeeded in: Updating the definition of attest to ensure attestation services are provided by CPAs Creating a Retired license status Increasing the enforcement fund cap and directing additional civil penalties to the fund Extending term limits for members of the Indiana Board of Accountancy Contribute $25+ for the classic pin Contribute $100-$499 for the silver pin Contribute $500+ for the gold pin We can show our professional strength through grassroots support contribute today! As the only PAC in Indiana representing your interests as a CPA and professional, the Indiana CPA-PAC supports elected officials who support issues that affect your livelihood and day-to-day business interests. Your support for the PAC helps uphold the integrity and effectiveness of the profession. You can also contribute online at incpas.org/contribute. Level of Membership: $500 $250 $100 $75 $50 $25 Other NAME: FIRM/CO.: ADDRESS: CITY: STATE: ZIP: CREDIT CARD: AmEx Discover Mastercard Visa CREDIT CARD No.: NAME ON CARD: EXP. DATE: CVV#: SIGNATURE: TOTAL ON CARD: Thank you! Make checks payable to: Indiana CPA-PAC Return to: Indiana CPA-PAC P.O. Box Indianapolis, IN Contributions or gifts to the Indiana CPA Political Action Committee are not deductible as charitable contributions for federal tax purposes.

13 Indiana CPA Society Membership Application First MI Last Name to greet by Degrees and Professional Credentials Gender* Male Female AICPA Member No. Ethnic Background* Month/Year of birth* / Phone (Home) Home Address Phone (Cell) City County State Zip Code Business Name Title Address 1 Address 2 Phone (Direct Line) City County State Zip Code Preferred Address Preferred Phone: Home Cell Office CPA License No./State/Date Issued Send all INCPAS mail to Home Business Is the firm/company/organization you are employed by: Government Education Public Accounting Industry If public accounting, please select: Sole Practitioner 1-3 Partners 4-12 Partners 13 or more Partners In case of an emergency, whom should we contact on your behalf? Name Phone Membership Classifications First Time Applicants PAY ONLY $150 Check here and choose a member type below Resident Non-Resident Government or Education Associate CPA Candidate Affiliate (specialty below) Resident $400 Holder of CPA license, lives or works in Indiana Non Resident $275 Holder of CPA license, does not live or work in Indiana Government $320 Holder of CPA license, works in a government position Education $315 Holder of CPA license, works in an education position Associate $320 Does not hold an active CPA license, but successfully completed CPA Exam *optional Business Partner Firm Administrator Non-CPA Accounting Professional Paraprofessional Senior CPA Candidate $170 Pursuing successful completion of the CPA Exam Affiliate $320 Working with the CPA profession and not eligible for other categories of membership Business Professional Firm Administrator Non-CPA Accounting Professional Paraprofessional Senior $170 Must be retired Students Call the Indiana CPA Society for a free student membership application or visit incpas.org Reinstatement Fee $25 A $25 reinstatement fee applies to applicants who previously dropped or resigned membership or affiliation. Fee is in addition to full membership dues. Join Online: incpas.org/join INDIANA CPA SOCIETY 11

14 I am joining the Society (primary reason) To take advantage of member discounts. To network with colleagues. To gain access to discounted continuing education opportunities. To support the profession and help uphold the integrity of my credential. To stay current on new developments affecting my profession. Payment Information!NOTICE: If this is the first time you are applying for membership in the Indiana CPA Society, pay only the $150 fee for the first year. Method of Payment: Check American Express Discover MasterCard VISA Please send me an invoice Card No. Cardholder s Name Cardholder s Signature Expiration Date CVV# (last 3 digits on back of card) To the best of my knowledge the information contained herein is accurate. I agree to be governed by the bylaws of the Indiana CPA Society and the Code of Professional Conduct. Signature: Date: Note: INCPAS dues are not deductible as charitable contributions, but may be deductible as ordinary and necessary business expenses. A portion of the dues, however, is not deductible as an ordinary and necessary business expense to the extent that the Indiana CPA Society engages in state and federal lobbying as defined by IRS regulations. Please contact the Society office to obtain the nondeductible portion of the dues. Professional Interests This category will be used to help identify your areas of interest so we may provide you with appropriate information related to these areas. Check as many as six areas of interest. These codes are used to determine targeted mailing lists for notices on issue specific information and events. Keep your codes updated to ensure that you receive appropriate mailings. Auto Dealers Agriculture Assurance Services Auditing (Internal) Auditing (Public) Budgeting/Planning Business Valuation Communications Construction Consulting Services Controllership Corporate Analysis Cost Accounting Education Employee Benefits Employment Services Entertainment/Recreation Estate Planning Financial Institutions Financial Planning Business Financial Planning Personal Financial Reporting Forensic Accounting Governmental Accounting Federal Governmental Accounting State General Management Health Care Holding/Investment Company Human Resources Hospitality Insurance International Business Investment Analysis Litigation Services Legal Services Management of an Accounting Practice Management of Information Systems Manufacturing Marketing/Public Relations Museums/Zoos/ Art Galleries Natural Resources Nonprofit Organizations Printing/Publishing Real Estate Restaurants Retail Trade Risk Management SEC Reporting Securities/Commodities Taxes Federal Taxes State & Local Technology Transportation Treasury Management Utilities Waste Management/ Recycling Wholesale Trade Indiana CPA Society 8250 Woodfield Crossing Blvd., Suite 100 P.O. Box Indianapolis, IN Phone (317) / Fax (317) info@incpas.org incpas.org The Society s fiscal year is July 1 through June

15 REGIONAL LISTINGS Regional Listings REGIONAL LISTINGS TITLE DATE MEM./ NON. PAGE Batesville A&A Update 6/2/15 $99/$ Professional Ethics Update 6/2/15 $99/$ Bloomington A&A Update 6/16/15 $99/$ Professional Ethics Update 6/16/15 $99/$ Tax Considerations and Consequences for Closely Held Businesses 11/13/15 $354/$ Carmel Hoven Roberson Federal Tax Update 1/4-5/16 $489/$ Columbus A&A Update 6/26/15 $99/$ Professional Ethics Update 6/26/15 $99/$ Annual Accounting and Auditing Update 12/2/15 $208/$ Health Care Reform Act: Critical Tax and Insurance Ramifications 12/11/15 $179/$ Social Security and Medicare: Maximizing Retirement Benefits 12/11/15 $179/$ Evansville A&A Update 6/15/15 $99/$ Professional Ethics Update 6/15/15 $99/$ Estate and Life Planning Issues for the Middle-Income Client 8/24/15 $324/$ New Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs 8/25/15 $324/$ From Hiring to Firing and Everything In Between: Legal, Tax and Health Care Issues 9/23/15 $324/$ Hoven Roberson Federal Tax Update 10/19-20/15 $489/$ Financial Forecasting: Planning for Success 11/11/15 $179/$ INDIANA CPA SOCIETY 13

16 REGIONAL LISTINGS TITLE DATE MEM./ NON. PAGE Risk, Cost and Cash Management for Controllers and Financial Managers 11/11/15 $179/$ New Transforming your Role as Controller to Business Partner 11/12/15 $354/$ Annual Accounting and Auditing Update 12/1/15 $208/$ Internal Control Best Practices for Small- and Medium-Sized Entities 12/18/15 $354/$ Fort Wayne A&A Update 6/25/15 $99/$ Professional Ethics Update 6/25/15 $99/$ Latest Developments in Nonprofit Accounting and Auditing /27/15 $324/$ New FASB s Big 3 Revenue Recognition, Leases and Financial Instruments 9/23/15 $324/$ New Annual Financial Management Spotlight: Four Current Topics 10/19/15 $324/$ Critical Thinking Skills for Financial Professionals 10/20/15 $179/$ Ethics in the Real World: Living Values for Today 10/20/15 $179/$ Getting More Active with the Passive Activity Rules and the Net Investment Income Tax 10/22/15 $324/$ Advanced Excel Reporting: Best Practices, Tools and Techniques 10/26/15 $179/$ Advanced QuickBooks Tips and Techniques 10/26/15 $179/$ Budgeting and Forecasting Tools and Techniques 10/27/15 $324/$ Hoven Roberson Federal Tax Update 11/2-3/15 $489/$ New Multigenerational Financial and Tax Planning for Clients 11/9/15 $324/$ How to Settle an Estate for a Client from A to Z 11/10/15 $324/$ Identity Theft: Preventing, Detecting and Investigating Identity Theft 11/13/15 $354/$ Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs 11/16/15 $324/$ Engagement Essentials: Preparation, Compilation and Review of Financial Statements 11/18/15 $354/$ Shorten Month End: Closing Best Practices 12/4/15 $179/$ New Staff Retention: Why Your Best People are Leaving You and How to Prevent it 12/4/15 $179/$ Annual Accounting and Auditing Update 12/11/15 $208/$ The Best Individual Income Tax Update Course 12/14/15 $324/$ A Practical Guide to Small Business Health Insurance and Fringe Benefits: 2015 and Beyond 12/15/15 $324/$ Indianapolis Successful Presentation Skills for the CPA 5/18/15 $179/$ Successful Time Management: Getting the Most out of Your Day 5/18/15 $179/$ Advanced Personal Leadership Skills 5/19/15 $324/$ Key Tax Issues Facing Members in Industry: Affordable Care Act and Other Updates 5/19/15 $324/$ Acquisitions to Grow the Business: Strategy, Structure, Integration and Due Diligence 5/20/15 $324/$ How to Identify, Explain and Present Pertinent Financial Information to Non-CPAs 5/20/15 $324/$ Creating the Best Projections You Can: Insights and Techniques 5/21/15 $179/$ Ethics in the Real World: Living Values for Today 5/21/15 $179/$

17 REGIONAL LISTINGS TITLE DATE MEM./ NON. PAGE New Why Guess? Mastering the Fundamentals of an Accurate Cost System 5/21/15 $324/$ Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans) 5/28/15 $324/$ New 2015 Current Practice Issues and Update for Audits of Employee Benefit Plans 5/29/15 $324/$ A&A Update 6/11/15 $99/$ Professional Ethics Update 6/11/15 $99/$ Nonprofit Industry Update and GAAP Refresher 6/16/15 $324/$ Testing and Understanding Internal Control: A Workshop 6/17/15 $324/$ Introduction to Business Valuation 6/19/15 $354/$ How to Conduct a Peer Review Under the AICPA Practice-Monitoring Program 6/23-24/15 $549/$ AICPA Peer Review Program Advanced Course 6/25/15 $354/$ Form 990: A Comprehensive Approach to Accurate Preparation 6/30/15 $354/$ Introduction to Information Security for CPAs 7/13/15 $179/$ Practical Internal Controls: A Case Study Approach 7/13/15 $179/$ MBA in a Day! 7/28/15 $324/$ Farm Taxation Update 8/11/15 $324/$ Private Company Accounting: New Directions, New Challenges 8/12/15 $324/$ Create Reports that Matter: Turn Information into Action 8/13/15 $324/$ A&A Staff Level 1: Entry Level Staff 8/18-19/15 $489/$ Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit 8/18/15 $324/$ New Internal Controls and Risk Assessment: Key Factors in a Successful Audit 8/19/15 $354/$ A&A Staff Level 2: Experienced Staff 8/20-21/15 $489/$ Advanced Business Law for CPAs 8/20/15 $354/$ New IFRS Standards: Financial Reporting in a Global Environment 8/21/15 $354/$ A&A Staff Level 3: In-Charge 8/24-25/15 $489/$ Excel Financial Reporting and Analysis 8/24/15 $324/$ QuickBooks for CPAs 8/25/15 $324/$ New Business Continuity: Best Practices for Managing the Risks 8/26/15 $324/$ New Combating Fraud: Turning Vulnerability to Victory Every Day 8/27/15 $324/$ CFO/Controller s Roadmap to Organization Success With Integrated Planning, Forecasting and Budgeting 8/28/15 $324/$ Audits of 401(k) Plans 8/31/15 $354/$ Identity Theft: Preventing, Detecting and Investigating Identity Theft 9/10/15 $354/$ New Recognizing and Responding to Fraud Risk in Governmental and Not-for-Profit Organizations 9/11/15 $354/$ Form 1041: Income Taxation of Estates and Trusts 9/16/15 $354/$ Yellow Book: Government Auditing Standards 9/16/15 $354/$ Annual Tax-Planning Guide for S Corporations, Partnerships and LLCs 9/17/15 $324/$ Real Estate Accounting & Auditing 9/17/15 $354/$ New Shortcuts to Tax Cuts: Business Tax Planning Strategies for S Corporations and LLCs 9/18/15 $324/$ FASB Review for Business & Industry 9/21/15 $354/$ New Individual and Financial-Planning Tax Camp 9/21/15 $324/$ REGIONAL LISTINGS INDIANA CPA SOCIETY 15

18 REGIONAL LISTINGS TITLE DATE MEM./ NON. PAGE Latest Developments in Nonprofit Accounting and Auditing /22/15 $324/$ New Multigenerational Financial and Tax Planning for Clients 9/22/15 $324/$ New Accounting for New Revenue Standard 9/23/15 $179/$ Compilation and Review Practice Guide 9/23/15 $179/$ Health Care Reform Act: Critical Tax and Insurance Ramifications 9/23/15 $179/$ Social Security and Medicare: Maximizing Retirement Benefits 9/23/15 $179/$ New FASB s Big 3 Revenue Recognition, Leases and Financial Instruments 9/24/15 $324/$ New Fraud for Industry 9/24/15 $324/$ Multistate Income Tax 9/24/15 $354/$ Audit Workpapers: Documenting and Reviewing Field Work 9/25/15 $354/$ GAAS from A to Z 9/25/15 $324/$ Auditing Workshop: Best Practices for Improving Audit Quality and Profitability 9/28/15 $324/$ Excel Tips, Tricks and Techniques for CPAs 9/28/15 $324/$ Advanced Excel Reporting: Best Practices, Tools and Techniques 9/29/15 $179/$ Advanced QuickBooks Tips and Techniques 9/29/15 $179/$ Special Purpose Frameworks: Preparing and Reporting on Cash, Modified Cash and Tax Basis Financial Statements 9/29/15 $324/$ Small Business Internal Controls, Security, and Fraud Prevention and Detection 9/30/15 $324/$ New Affordable Care Act: Tax Favored Health Care Plans after the ACA 10/1/15 $324/$ Passive Activities and Rental Real Estate Income Tax Issues 10/2/15 $324/$ Accounting and Auditing Update for Small Businesses 10/19/15 $354/$ New Do It Yourself Business Intelligence 10/19/15 $179/$ Excel Tables: Revolutionize How You Work with Excel 10/19/15 $179/$ Budgeting and Forecasting Tools and Techniques 10/20/15 $324/$ The Best Individual Income Tax Update Course 10/20/15 $324/$ New Accounting for New Revenue Standard Workshop 10/21/15 $324/$ Excel-Based Dashboards 10/21/15 $324/$ New Intermediate Core Tax Issues in Partnerships and LLCs 10/21/15 $324/$ Complete Strategies for Maximizing Contributions, Rollovers, Distributions and Estate Planning of IRAs, SIMPLEs, SEPs and Roths 10/22/15 $324/$ Disclosure: The Key to Financial Statements 10/22/15 $324/$ How to Settle an Estate for a Client from A to Z 10/23/15 $324/$ Internal Control and COSO Essentials for Financial Managers, CPAs and Auditors 10/23/15 $354/$ Risk Analysis and Management: What Every Financial Manager Must Know 10/26/15 $324/$ New Transforming your Role as Controller to Business Partner 10/26/15 $354/$ New Analytics and Big Data for CPAs 10/27/15 $354/$ Process Improvement for Financial Managers: Enhance Your Bottom Line 10/27/15 $324/$ Annual Update for Controllers 10/28/15 $354/$ Engagement Essentials: Preparation, Compilation and Review of Financial Statements 10/28/15 $354/$ IRS Disputes: Identifying Options for Your Client 10/29/15 $179/$ New Reviewing Individual Tax Returns: What Are You Missing? 10/29/15 $179/$

19 REGIONAL LISTINGS TITLE DATE MEM./ NON. PAGE Slashing Taxes for your Small Business Clients: Corporations, Partnerships and LLCs 10/30/15 $354/$ New Payroll Taxes and 1099 Issues: Everything You Need to Know 11/2/15 $354/$ New Applying the Uniform Guidance for Federal Awards in your Single Audits 11/3/15 $354/$ Annual Accounting and Auditing Update 11/4/15 $208/$ Hoven Roberson Federal Tax Update 11/9-10/15 $489/$ Fiduciary Income Tax Returns: Form 1041 Workshop with Filled-in Forms 11/12/15 $324/$ New Revenue Recognition: Mastering the New FASB Requirements 11/12/15 $354/$ Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts 11/13/15 $354/$ The Complete Trust Workshop 11/13/15 $324/$ New Annual Financial Management Spotlight: Four Current Topics 11/16/15 $324/$ Cut Your Client s Tax Bill: Individual Tax Planning Tips and Strategies 11/16/15 $354/$ Ethics in Action: Protect and Defend 11/17/15 $179/$ How Good Companies Become Great: Secrets to Success 11/17/15 $179/$ Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement 11/18/15 $324/$ Presentation Skills for Success: Make Your Message Compelling 11/18/15 $324/$ Estate and Life Planning Issues for the Middle-Income Client 11/19/15 $324/$ Excel PivotTables for CPAs 11/19/15 $324/$ Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now 11/20/15 $324/$ Technology for CPAs: Don t Get Left Behind 11/20/15 $324/$ New Cash Management Techniques, Systems and Solutions: Make Your Money Work Harder 11/23/15 $179/$ New Staff Retention: Why Your Best People are Leaving You and How to Prevent it 11/23/15 $179/$ Finance and Innovation: Reinvent Your Department and Company 11/24/15 $324/$ New Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes 11/24/15 $354/$ Accounting and Reporting for Not-for-Profit Organizations 11/30/15 $354/$ The Best Income Tax, Estate Tax and Financial-Planning Ideas of /30/15 $324/$ New 2015 FASB and AICPA Update 12/1/15 $324/$ The Top 50 Business Tax Mistakes Practitioners Make and How to Fix Them 12/1/15 $324/$ New GAAP for Industry 12/2/15 $324/$ Tax Considerations and Consequences for Closely Held Businesses 12/2/15 $354/$ Forensic Accounting Investigative Practices 12/4/15 $354/$ Frequent Frauds Found in Not-for-Profits 12/4/15 $179/$ Real-World Business Ethics for CPAs in Business & Industry 12/4/15 $179/$ Construction Contractors: Accounting, Auditing and Tax 12/7/15 $354/$ Hottest Tax Topics for /7/15 $354/$ New Intermediate S Corporations 12/8/15 $324/$ The New Reporting Option: A Financial Reporting Framework for Small and Medium-Sized Entities 12/8/15 $324/$ New To the Cloud or Not? Cloud and Mobile Technology Symposium 12/8/15 $324/$ New Advanced S Corporations 12/9/15 $324/$ REGIONAL LISTINGS INDIANA CPA SOCIETY 17

20 REGIONAL LISTINGS TITLE DATE MEM./ NON. PAGE Productivity Tools Symposium: Outlook, Acrobat and OneNote 12/9/15 $324/$ New Advanced Topics in a Single Audit 12/10/15 $354/$ COSO s Updated Internal Control: Integrated Framework - Critical Concepts in Design, Evaluation, Implementation and Monitoring 12/10/15 $324/$ Internal Control Best Practices for Small- and Medium-Sized Entities 12/11/15 $354/$ New Performing Single Audits in 2015 and Beyond 12/11/15 $324/$ Basis/Distributions for Pass-Through Entities: Simplifying the Complexities 12/14/15 $354/$ New Compliance Auditing from Start to Finish 12/14/15 $324/$ Getting Ready for Busy Season: A Guide to New Forms, Filing Issues and Other Critical Developments 12/14/15 $324/$ Compilation and Review Practice Guide 12/15/15 $324/$ New Nexus Update: Latest Developments in State Income, Franchise and Sales Taxes 12/15/15 $354/$ Surgent s Federal Tax Camp 12/15/15 $324/$ Comprehensive Guide to Tax Depreciation, Amortization and Property Transactions from Acquisition to Exchange or Disposition 12/16/15 $324/$ Financial Statement Disclosures: Guide to Current Requirements and Developing Issues 12/17/15 $179/$ From Hiring to Firing and Everything In Between: Health Care, Retirement and Fringe Benefit Tax Issues 12/17/15 $179/$ From Hiring to Firing and Everything In Between: Legal and Payroll Tax Issues 12/17/15 $179/$ Guide to Understanding the Net Investment Income Tax in /17/15 $179/$ Guide to Understanding the Passive Activity Rules in /17/15 $179/$ New What Drives Fraud and How to Stay Out of the Fraud Ditch 12/17/15 $179/$ Compilation and Review Guide and Update 12/18/15 $179/$ Current Issues in Accounting and Auditing: An Annual Update 12/18/15 $179/$ Ethical Considerations for CPAs 12/18/15 $179/$ Individual Income Tax Update 12/18/15 $179/$ S Corporation, Partnership and LLC Tax Update 12/18/15 $179/$ The Statement of Cash Flows: Preparation Guidance and Presentation Illustrations 12/18/15 $179/$ New Healthcare 2015 A&A Update: 20 Hot Topics 12/21/15 $324/$ New The Strategic CFO: Big Picture Skills 12/21/15 $324/$ New 2015 Alert for Small and Midsize Entities 12/22/15 $179/$ New Accounting and Auditing: 10 Cases that Cost CPAs their License 12/22/15 $179/$ New The Tactical CFO: Make Your Business Processes Work for You 12/22/15 $324/$ Preparing Individual Tax Returns for New Staff and Para-Professionals 12/28/15 $324/$ New Tax Forms Boot Camp: LLCs, Partnerships and S Corporations 12/29/15 $324/$ Kokomo A&A Update 6/10/15 $99/$ Professional Ethics Update 6/10/15 $99/$

21 REGIONAL LISTINGS TITLE DATE MEM./ NON. PAGE Lafayette A&A Update 6/22/15 $99/$ Professional Ethics Update 6/22/15 $99/$ FASB Review for Business & Industry 8/21/15 $354/$ Frequent Frauds Found in Not-for-Profits 9/29/15 $179/$ Not-for-Profit Accounting and Auditing Update 9/29/15 $179/$ New Intermediate Core Tax Issues in Partnerships and LLCs 12/15/15 $324/$ REGIONAL LISTINGS Merrillville A&A Update 6/29/15 $99/$ Professional Ethics Update 6/29/15 $99/$ New Nexus Update: Latest Developments in State Income, Franchise and Sales Taxes 8/7/15 $354/$ Introduction to Information Security for CPAs 8/14/15 $179/$ Practical Internal Controls: A Case Study Approach 8/14/15 $179/$ New FASB s Big 3 Revenue Recognition, Leases and Financial Instruments 9/30/15 $324/$ Annual Accounting and Auditing Update 10/29/15 $208/$ New Individual and Financial-Planning Tax Camp 11/18/15 $324/$ Muncie A&A Update 6/30/15 $99/$ Professional Ethics Update 6/30/15 $99/$ South Bend A&A Update 6/1/15 $99/$ Professional Ethics Update 6/1/15 $99/$ New Engagement Essentials: Preparation of Financial Statements 8/19/15 $179/$ Real-World Business Ethics 8/19/15 $179/$ Forensic Accounting Investigative Practices 9/11/15 $354/$ Excel Tips, Tricks and Techniques for CPAs 9/21/15 $324/$ Technology for CPAs: Don t Get Left Behind 9/22/15 $324/$ COSO s Updated Internal Control: Integrated Framework - Critical Concepts in Design, Evaluation, Implementation and Monitoring 10/1/15 $324/$ MBA in a Day! 10/16/15 $324/$ The New Reporting Option: A Financial Reporting Framework for Small and Medium-Sized Entities 10/20/15 $324/$ Accounting and Auditing Update for Small Businesses 10/28/15 $354/$ Hoven Roberson Federal Tax Update 11/4-5/15 $489/$ INDIANA CPA SOCIETY 19

22 REGIONAL LISTINGS TITLE DATE MEM./ NON. PAGE New Recognizing and Responding to Fraud Risk in Governmental and Not-for-Profit Organizations 11/12/15 $354/$ From Hiring to Firing and Everything In Between: Legal, Tax and Health Care Issues 11/17/15 $324/$ Annual Accounting and Auditing Update 11/18/15 $208/$ New The Strategic CFO: Big Picture Skills 12/2/15 $324/$ New The Tactical CFO: Make Your Business Processes Work for You 12/3/15 $324/$ New Intermediate Core Tax Issues in Partnerships and LLCs 12/10/15 $324/$ New Revenue Recognition: Mastering the New FASB Requirements 12/15/15 $354/$ Preparing Individual Tax Returns for New Staff and Para-Professionals 1/7/16 $324/$ New Tax Forms Boot Camp: LLCs, Partnerships and S Corporations 1/8/16 $324/$ Terre Haute A&A Update 6/5/15 $99/$ Professional Ethics Update 6/5/15 $99/$

23 Indiana CPAs and Their Association: A Century of Service Take a walk through history and explore the past 100 years through the eyes of the Indiana CPA Society and the CPA profession. A new book and accompanying documentary video on celebrating the Society s centennial anniversary is now available. The book touches on various historical events in Indiana and the United States as it explores the chronological history of the Society and the profession in Indiana dating back to its founding in This coffee table-style book is 144 pages long and is sure to be a keepsake for INCPAS members. The book and DVD package is available for one low price of $25*. To order, contact the Society at (317) or info@incpas.org. *Tax and shipping and handling costs not included in cover price.

24 CHRONOLOGICAL LISTINGS CHRONOLOGICAL LISTINGS TITLE DATE CITY MEM./ NON. PAGE May Successful Presentation Skills for the CPA 5/18/15 Indianapolis $179/$ Successful Time Management: Getting the Most out of Your Day 5/18/15 Indianapolis $179/$ Advanced Personal Leadership Skills 5/19/15 Indianapolis $324/$ Key Tax Issues Facing Members in Industry: Affordable Care Act and Other Updates 5/19/15 Indianapolis $324/$ Acquisitions to Grow the Business: Strategy, Structure, Integration and Due Diligence 5/20/15 Indianapolis $324/$ How to Identify, Explain and Present Pertinent Financial Information to Non-CPAs 5/20/15 Indianapolis $324/$ Creating the Best Projections You Can: Insights and Techniques 5/21/15 Indianapolis $179/$ Ethics in the Real World: Living Values for Today 5/21/15 Indianapolis $179/$ New Why Guess? Mastering the Fundamentals of an Accurate Cost System 5/21/15 Indianapolis $324/$ Audits of Defined Contribution Pension Plans (Emphasizing 401k Plans) 5/28/15 Indianapolis $324/$ New 2015 Current Practice Issues and Update for Audits of Employee Benefit Plans 5/29/15 Indianapolis $324/$ June A&A Update 6/1/15 South Bend $99/$ Professional Ethics Update 6/1/15 South Bend $99/$ A&A Update 6/2/15 Batesville $99/$ Professional Ethics Update 6/2/15 Batesville $99/$ A&A Update 6/5/15 Terre Haute $99/$ Professional Ethics Update 6/5/15 Terre Haute $99/$ A&A Update 6/10/15 Kokomo $99/$ Professional Ethics Update 6/10/15 Kokomo $99/$ A&A Update 6/11/15 Indianapolis $99/$ Professional Ethics Update 6/11/15 Indianapolis $99/$ A&A Update 6/15/15 Evansville $99/$ Professional Ethics Update 6/15/15 Evansville $99/$ A&A Update 6/16/15 Bloomington $99/$

25 CHRONOLOGICAL LISTINGS TITLE DATE CITY MEM./ NON. PAGE Nonprofit Industry Update and GAAP Refresher 6/16/15 Indianapolis $324/$ Professional Ethics Update 6/16/15 Bloomington $99/$ Testing and Understanding Internal Control: A Workshop 6/17/15 Indianapolis $324/$ Introduction to Business Valuation 6/19/15 Indianapolis $354/$ A&A Update 6/22/15 Lafayette $99/$ Professional Ethics Update 6/22/15 Lafayette $99/$ How to Conduct a Peer Review Under the AICPA Practice-Monitoring Program 6/23-24/15 Indianapolis $549/$ A&A Update 6/25/15 Fort Wayne $99/$ AICPA Peer Review Program Advanced Course 6/25/15 Indianapolis $354/$ Professional Ethics Update 6/25/15 Fort Wayne $99/$ A&A Update 6/26/15 Columbus $99/$ Professional Ethics Update 6/26/15 Columbus $99/$ A&A Update 6/29/15 Merrillville $99/$ Professional Ethics Update 6/29/15 Merrillville $99/$ A&A Update 6/30/15 Muncie $99/$ Form 990: A Comprehensive Approach to Accurate Preparation 6/30/15 Indianapolis $354/$ Professional Ethics Update 6/30/15 Muncie $99/$ CHRONOLOGICAL LISTINGS July Introduction to Information Security for CPAs 7/13/15 Indianapolis $179/$ Practical Internal Controls: A Case Study Approach 7/13/15 Indianapolis $179/$ MBA in a Day! 7/28/15 Indianapolis $324/$ August New Nexus Update: Latest Developments in State Income, Franchise and Sales Taxes 8/7/15 Merrillville $354/$ Farm Taxation Update 8/11/15 Indianapolis $324/$ Private Company Accounting: New Directions, New Challenges 8/12/15 Indianapolis $324/$ Create Reports that Matter: Turn Information into Action 8/13/15 Indianapolis $324/$ Introduction to Information Security for CPAs 8/14/15 Merrillville $179/$ Practical Internal Controls: A Case Study Approach 8/14/15 Merrillville $179/$ A&A Staff Level 1: Entry Level Staff 8/18-19/15 Indianapolis $489/$ Auditing Not-for-Profit Entities: Superior Skills for an Effective and Efficient Audit 8/18/15 Indianapolis $324/$ New Engagement Essentials: Preparation of Financial Statements 8/19/15 South Bend $179/$ New Internal Controls and Risk Assessment: Key Factors in a Successful Audit 8/19/15 Indianapolis $354/$ Real-World Business Ethics 8/19/15 South Bend $179/$ A&A Staff Level 2: Experienced Staff 8/20-21/15 Indianapolis $489/$ INDIANA CPA SOCIETY 23

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