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CL.THOMSONREUTERS.COM

TRAINING AND

CHECKPOINT LEARNING®

FALL 2015

LEARNING SOLUTIONS FOR FIRMS AND ORGANIZATIONS

NEW! Forensic Accounting Certificate Program (pg. 6)

Health Care Reform Offerings (pgs. 8 – 9)

NEW! Virtual Conferences (pgs. 33 – 36)

Save Time and Money with the Premier Plus CPE Package (pg. 32)

2cl.thomsonreuters.com | 800.231.1860 Catalog code: CCADM25

DIRECTORY

FIRM & ORGANIZATION TRAINING CATALOG

Welcome to the fall 2015 Firms and Organizations Training Catalog from Checkpoint Learning. This issue provides an overview of everything learning administrators and decision-makers need to design their teams' learning plans.

Health care reform remains a significant concern for most of our customers, and you’ll find that reflected in a number of ways including the Checkpoint Learning Health Care Reform Certificate Program (page 8) and Health Care Virtual Conference (page 35). Both of these new solutions are among our best-selling products in 2015.

We are also excited to debut the Checkpoint Learning Forensic Accounting Certificate Program in this catalog, adding to our suite of certificate-granting programs. Find out more on page 6.

Customer feedback on our Premier Plus subscription package has been extremely positive — if you haven’t checked it out yet, please take a look at how this all-in-one CPE content and workflow option can save you time and money (page 32).

Thank you for giving us the opportunity to be part of your firm's training! I invite you to contact our experts in enterprise training to design a learning program that will advance your team's skills and career paths. Combined with the sophisticated learning administration tools on the Checkpoint Learning online platform, our content and solutions lead the industry in successful learning solutions for organizations and firms.

Sincerely,

Kenneth KoskaySenior Vice PresidentLearning Solutions

FALL 2015

AuditWatch University ............................................................11, 14TaxWatch University ...............................................................12, 14Yellow Book University ................................................................ 13Efficiency Consulting .......................................................... 15 – 16Data Technology ..................................................................17 – 18Speakers ............................................................................. 19 – 20

Speakers ............................................................................. 19 – 20In-House Seminars ............................................................ 21 – 25

CPE Network ......................................................................26 – 27

AUDITWATCH

CHECKPOINT LEARNING IN-HOUSE

CPE NETWORK

CPA Review .........................................................................48 –49

Thomson Reuters Checkpoint Marketing ................................ 50

Thomson Reuters Checkpoint Catalyst .....................................51

ONLINE LEARNING

Checkpoint Learning ......................................................... 28 – 30Subscription Packages........................................................31 – 32Virtual Conferences ............................................................33 – 36Webinars ............................................................................. 37 – 39LearnLive ....................................................................................40

Online Courses .................................................................. 41 – 45

SELF-STUDY COURSES

Self-Study Courses ............................................................ 46 – 47

OTHER SOLUTIONS

CERTIFICATE PROGRAMS

Forensic Accounting Certificate Program ................................... 6Tax Research Certificate Program ................................................7Health Care Reform Certificate Program ................................... 8

HOT TOPICS

Health Care Reform CPE .............................................................9

IN THE NEWS

Forensic Accounting In the News ................................................4

3 cl.thomsonreuters.com | 800.231.1860Catalog code: CCADM25

CONTACT US AuditWatch Consulting and In-House Training cl.thomsonreuters.com800.775.9866

Checkpoint Learning In-House Seminars, Customized Webinarscl.thomsonreuters.com/h800.387.1120

Custom Online Course DevelopmentChris Horne: 301.545.4426

General Information and Sales:Checkpoint Learning (Learning Management, Subscription Packages, Online Courses, Webinars, Self-Study Courses); AuditWatch Public Seminars; Gear Up cl.thomsonreuters.com800.231.1860

Customer Service and Product Support: support.rg.thomsonreuters.com800.431.9025 (Monday – Friday 8:00 a.m. – 6:00 p.m. CST)

WHAT’S NEW...FORENSIC ACCOUNTING CERTIFICATE PROGRAMThe demand has never been higher for forensic accounting professionals with the education, skills and experience to detect and deter fraud provide litigation support, dispute resolution, income reconstruction and damage calculation; and conduct interviews and investigations.See page 6.

AUDITWATCH CONSULTING SOLUTIONSOur newly enhanced AuditWatch Productivity Program employs tools and concepts such as value stream mapping, waste elimination, DMAIC (Define, Measure, Analyze, Improve and Control) and other quality tools from LEAN and Six Sigma.See page 15 – 16.

VIRTUAL CONFERENCESIntroducing three exciting new titles — Big Issues for Small Clients, Revenue from Contracts with Customers and Health Care Reform — plus an exciting Year-End Mega-Conference!See pages 33 – 36.

UPDATED LIVE EVENT SCHEDULESGo ahead and plan your learning year! AuditWatch public seminars through January 2016See page 14.

Webinars through October 2015See pages 38 – 39.

Virtual Conferences through January 2016 See pages 33 – 36.

MOBILE COURSESMost Checkpoint Learning online courses are now optimized for tablet view on your iPad® mobile device! See pages 41 – 45.

LOOK FOR SUBSCRIPTION DISCOUNTS AND QUANTITY SAVINGS OPPORTUNITIES THROUGHOUT THE CATALOG!

PREMIER AND PREMIER PLUSLook for the green icon for information on what products are included with the Premier Plus and Premier CPE Packages or what discounts apply to select product lines for subscribers. Applies at various levels to AuditWatch, Checkpoint Learning webinars and online courses, downloadable self-study and Virtual Conferences. Details: page 32.

QUANTITY DISCOUNTLook for the blue icon for information on what Quantity Discount offers apply to select product lines. Webinars and PPC Self-Study both have Quantity Discount offers available. Details: pages 38 – 39, 47.

4cl.thomsonreuters.com/getcertificate | 800.231.1860 Catalog code: CCADM25

Following the money in complex financial fraud investigations is the primary job of core forensic accountants in the Federal Bureau of Investigations. This highly trained network of professionals work in partnership with FBI agents to investigate and solve cases of fraud and theft. The Bureau has more than 500 forensic accountants in the program with nearly half of these being CPAs while others are certified fraud examiners. In the cases that the FBI and their forensic accountants work, the victims are not always large corporations.

A recent FBI investigation included a million dollar embezzlement by a long-time pastor in Tulsa, Oklahoma. A Special Agent of the FBI investigated the case with his counterpart, a forensic accountant from the FBI’s Oklahoma City Division. In this case, the forensic accountant and the FBI agent sifted through financial transactions involved over a six-year period. The pastor was ultimately charged with three counts of wire fraud and one count of filing a false tax return. Federal charges were brought because there were electronic transfers of funds routed across state lines. In fact, the pastor admitted to the misappropriation of church funds from 2007 to 2013 and failed to report approximately $400,000 to the IRS. He was sentenced to prison in January 2015.

A group of students in a high school band in Arkansas were bilked of more than $272,000. The forensic investigation uncovered the fact that the Utah-based travel agent who contracted with the high school band had spent the installments of school funds on trips for himself instead of securing the trip for the band to go to Hawaii. The same travel agent made off with funds from the band boosters of a Missouri High School to the tune of $360,000. The offending travel agent spent at least 47 days gambling in Las Vegas, personal trips to Disneyland and Samoa with the monies he stole from the students.

Financial crime is certainly not limited within the boundaries of the United States. Forensic accounting investigations are taking place on

the international front as well. For example, CNN reported in 2015 that a 28-year-old business man appears to have stolen $1 billion from Moldovan banks over the course of only three days. The “smash-and-grab” type of fraud shocked the bank so it hired a leading financial investigation

consultancy to determine what happened. As it turned out, there were multimillion-dollar loans processed through complex transactions which included a large portion of the money being transferred to offshore entities and other chunks of change being deposited into Latvian bank accounts under the names of various foreigners.

Forensic accounting is not a new career field, but the need for forensic accounting skills continues to grow exponentially — not only within the FBI and police departments but also internally within individual industries including banks, insurance companies, publically held entities and law firms. Some forensic accountants are engaged to uncover the crime and the criminal during and/or after the money has been taken from the source. Other forensic accounting professionals are hired to help deter fraud and criminal activity.

HOT TOPIC: FORENSIC ACCOUNTING

Forensic Accounting in the News


CERTIFICATE-GRANTING PROFESSIONAL PROGRAMS

FOR MORE INFORMATION, VISIT CL.THOMSONREUTERS.COM/GETCERTIFICATE OR CALL 800.231.1860

800.231.1860 cl.thomsonreuters.com/getcertificate


Tax and accounting practitioners are required to be knowledgeable about a wide range of very technical topics. If they aren’t, it can cost time, money and client confidence. That’s why we developed Checkpoint Learning Certificate Programs. Offered in online and webinar blended learning formats, these programs can be completed in three months to a year and are a great way to earn CPE and gain specialized technical expertise in key subject areas. Checkpoint Learning Certificate Programs deliver much more than specialized knowledge — they also deliver the peace of mind that comes with knowing that you and your staff have what it takes to handle the complex practice areas.

CERTIFICATE PROGRAMSA new level of assurance in practical skills training

Tax Research Certificate ProgramDesigned to develop and enhance foundational tax research knowledge to help ensure consistency and accuracy every time. Page 7

New! Health Care Reform Certificate ProgramIncrease your client consulting and revenue opportunities related to health care reform legislation. Page 8

New! Forensic Accounting Certificate ProgramIncrease your practice development and career opportunities related to fraud and forensic accounting. Page 6

Catalog code: CCADM25cl.thomsonreuters.com/getcertificate | 800.231.1860


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FORENSIC ACCOUNTING CERTIFICATE PROGRAM™

Take a Closer Look at What’s Behind the Numbers

In today’s business environment, fraud is pervasive — so much that no entity or individual is immune to the threat. The demand has never been higher for forensic accounting professionals with the combination of education, skills and experience needed to detect and deter fraud. We have designed the Checkpoint Learning Forensic Accounting Certificate Program™ to ensure that you are equipped with both education and skills that enable you to act with confidence, certainty and authority when it comes to identifying fraud, supporting litigation and resolving disputes.

Expand your skills and expertise, meet CPE, CFF and CFE continuing education requirements and increase practice development and career opportunities.

The full program provides 32 professional education credits via seven interactive online courses providing in-depth coverage of forensic accounting issues and services and a final exam. Upon completion, you will receive a frameable certificate that can be listed on your resume, website and LinkedIn profile.



7 cl.thomsonreuters.com/getcertificate | 800.231.1860Catalog code: CCADM25


TAX RESEARCH CERTIFICATE PROGRAM™

Build a Solid Foundation for Your Tax Research

You know it’s vital that your staff is competent in tax research. Unfortunately, tax research proficiency is too often underserved by formal education programs, leaving new accountants missing key skills required to perform tax engagements effectively. Designed to fill in the gaps for entry-level tax professionals and those re-entering the workforce after an extended leave, the Tax Research Certificate Program helps candidates develop foundational tax research knowledge while earning Continuing Professional Education credit.

The Checkpoint Learning Tax Research Certificate Program™ offers a blended learning format with an online course, three webinars, a final graded case study assignment and the opportunity to earn approximately 22 hours of CPE credit in three months to a year.

Managers: Increase your staff’s level of tax research proficiency and ensure consistency across your team.

Professionals: Display your expertise to current and prospective employers when you add this certificate to your resume and LinkedIn profile.


cl.thomsonreuters.com/getcertificate | 800.231.1860 Catalog code: CCADM25

HEALTH CARE REFORM CERTIFICATE PROGRAM™

Your Blueprint to the Affordable Care Act

The implementation of the Affordable Care Act has left a lot of questions for tax practitioners.

It’s left a lot of questions for clients, too — only they expect you to have all the answers. We have designed the Checkpoint Learning Health Care Reform Certificate Program™ to ensure that you know the ins and outs of the new health care regulations. Candidates will gain a higher level of confidence when it comes to the employer and individual mandates of the Affordable Care Act. The completed certificate program represents competency with legislative updates, reporting requirements, forms and calculations, health insurance marketplaces, net investment income tax and client consulting on both tax and non-tax health care reform issues.

Increase your client consulting and revenue opportunities related to health care reform.

Our blended learning format includes six online courses, three webinars and a final exam — plus the opportunity to earn approximately 27 hours of CPE credit. Upon completion, you will receive a frameable certificate that can be listed on your resume, website and LinkedIn profile.


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HOT TOPIC: HEALTH CARE

cl.thomsonreuters.com | 800.231.1860Catalog code: CCADM25

PREMIER & PREMIER PLUS: Subscription packages include access to all Checkpoint Learning online courses, all one to four hour Checkpoint Learning hour webinars and discount on live events. Premier Plus includes access to full-day Checkpoint Learning webinars as well. No expiration. Details: page 32.

VIRTUAL CONFERENCEHealth Care Reform Virtual Conference New!12 CPE Credits | $379 or $199 with Premier or Premier Plus

October 27 – 28, December 8 – 9Get up-to-date guidance and insight from a panel of experts on health care reform. During this two-day conference, you will learn the latest on forms and calculations, tax and non-tax matters and have the opportunity to ask the experts about a variety of implementation issues. You will receive key updates on a variety of health care reform topics and learn what’s on the horizon. Details on page 35.

ONLINE COURSESObamacare: The Employer Mandate4 CPE Credits | Basic | $80 or free with Premier or Premier PlusThe Patient Protection and Affordable Care Act as amended by the Health Care and Education Reconciliation Act of 2010 (together the Affordable Care Act) contains many provisions that affect employers and employer-sponsored health plans. This course provides an overview of the employer mandate and provides information on applicable large employers that may be subject to penalties if they do not offer affordable health insurance to full-time employees (and their dependents).

Obamacare: The Individual Mandate3 CPE Credits | Basic | $69 or free with Premier or Premier PlusBeginning January 1, 2014, all individuals who do not meet certain exemption criteria must have minimum essential health insurance coverage or be subject to a shared responsibility penalty. This course discusses new requirements, minimum essential coverage and penalties.

HEALTH CARE REFORM CERTIFICATE PROGRAMSee details on the previous page.

LOOK FOR THIS ICON throughout the catalog for products related to health care issues.

HEALTH CARE REFORM WEBINARS

Understanding Health Care Reform — How the New Laws Impact Employers and Individual Taxpayers 8 CPE Credits | $189 or free with Premier PlusSeptember 24Understand the impact of health care reform on employers and individual taxpayers, and identify ways to help clients avoid the potential taxes and penalties that will be imposed on employers and individuals. This course will provide practitioners with the tools and strategies they need to effectively advise their clients in light of these reforms. Key course topics include final regulations on the 3.8% Medicare tax, real estate and the 3.8% tax, exchanges (marketplaces) and how they work, who qualifies for government assistance and more.

How Health Care Reform Impacts Your Clients 2 CPE Credits | $89 or free with Premier or Premier PlusSeptember 25, October 27This webinar will provide you with the key provisions related to the Affordable Care Act, implementation issues and how these new regulations will impact clients from 2014 and beyond. Topics include: healthcare reform, overview of what’s changing, healthcare regulations on the net investment income tax, avoiding the individual mandate penalty, premium assistance credit, employer mandate, small business health options, program exchanges and reimbursing for insurance.

Health Care Reform — The Individual Mandate2 CPE Credits | $89 or free with Premier or Premier PlusOctober 28

This up-to-date webinar addresses the individual mandate and covers mandate definition, adequate insurance, new reporting forms, calculating the penalty, exemptions from the penalty, Premium Assistance Credit, planning strategies and much more.

Health Care Reform Issues for Employers2 CPE Credits | $89 or free with Premier or Premier PlusSeptember 16

Many small employers have provided medical insurance for their employees but now find themselves confused and exposed to penalties due to recent IRS and DOL notices. Large employers are subject to a new mandate and want to know the rules, penalties and planning strategies. This webinar addresses both large and small employer issues plus much more including filing requirements. We will define the employer mandate, discuss planning in 2015, qualified plans, measuring large employer status, measuring employee hours, seasonal employees, calculation of penalties, exempt employees, planning strategies, reporting forms and requirements, employer provided insurance and more.

SEE BOTTOM OF PAGE FOR DETAILS.

HOT TOPIC: HEALTH CARE

AUDITWATCHTRAINING, CONSULTING AND DATA SERVICES

TO LEARN MORE, VISIT CL.THOMSONREUTERS.COM/A. CALL 800.231.1860 FOR PUBLIC SEMINARS OR 800.775.9866 FOR OTHER OPTIONS.

AuditWatch University, TaxWatch University and Yellow Book University.

AuditWatch is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

All courses are delivery method Group-Live; no prerequisites or advance preparation unless otherwise indicated. For more CPE information including descriptions, learning objectives, and administrative policies, visit cl.thomsonreuters.com/A.

AuditWatch serves the audit and accounting profession by providing leading experts to train and consult with firms that offer auditing services.

AuditWatch Training for tax, audit and yellow book staff is available in three delivery options: public live seminars, in-house seminars and customized training.

Plus, AuditWatch offers consulting, data services, customized course development and more.

• The recognized leader in audit productivity • Integrated curriculum for audit professionals and CPA firms, audit

process consulting and audit technology services • Public live seminars offer open enrollment in major cities across the

country while firm-specific seminars are conducted at your facility and customized training is tailored to meet your staff development needs

• Also available: materials only and customized webinar options

cl.thomsonreuters.com/A | 800.231.1860Catalog code: CCADM25


AUDITWATCH

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PREMIER & PREMIER PLUS: Subscription packages include 25% off regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 32

LEVEL 1: BASIC STAFF TRAINING

32 CPE CREDITS | AUDITING, ACCOUNTING, COMMUNICATION | BASIC

Experience: 0 – 4 monthsThis session helps new auditors get off to a great start by introducing them to the auditing field, basic audit responsibilities and keys to becoming a successful professional in public accounting. The course includes case studies in common audit areas typically completed by staff accountants and provides an overview of how each area fits into the big picture.

LEVEL 2: EXPERIENCED STAFF TRAINING24 CPE CREDITS | AUDITING, ACCOUNTING | INTERMEDIATE

Experience: 5 – 21 months This session introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls. In addition, significant time is spent on performance of further audit procedures including tests of details such as sampling, auditing estimates and analytical procedures. Finally, the course includes discussions of select technical accounting, auditing, documentation and business skills.

LEVEL 3: BEGINNING IN-CHARGE TRAINING24 CPE CREDITS | AUDITING, COMMUNICATION | INTERMEDIATE

Experience: 21 – 36 monthsThis session prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit, including completing the risk assessment procedures and making appropriate risk assessments. We include case study work on understanding, evaluating and verifying a client’s activity level controls within key business cycles. This session also includes modules on key business skills, including man-aging an engagement, supervising individuals and reviewing files.

LEVEL 4: EXPERIENCED IN-CHARGE TRAINING24 CPE CREDITS | AUDITING, ACCOUNTING | INTERMEDIATE

Experience: 3 – 4 yearsThis course moves experienced auditors beyond the basics, building upon experiences with leading engagements and providing insights and best practices on supervising, motivating and evaluating team members. The course challenges experienced auditors to improve the effectiveness and efficiency of their audit engagements through exercises and case studies on common audit scenarios. It also provides

an in-depth look at higher-level audit tasks, such as entity-level controls, identifying and designing tailored responses to fraud risks and designing tests of controls.

LEVEL 4.5: BEYOND IN-CHARGE — TAKING THE NEXT STEP2 DAYS | 16 CPE CREDITS | AUDITING, COMMUNICATION, PERSONAL

DEVELOPMENT, ACCOUNTING | INTERMEDIATE

Experience: 4 – 5 yearsThis course prepares experienced auditors to take the next step in their development as engagement and firm leaders. Building on the concepts introduced in Level 4: Experienced In-Charge Training, the course challenges auditors to champion the audit process by developing efficient audit plans, managing the audit process, working with clients, dealing with complex accounting and audit issues and wrapping up engagements. Course material also addresses key issues in performing review and compilation engagements, using special purpose frameworks and recognizing advanced financial reporting issues.

LEVEL 5: TAKING THE LEAD24 CPE CREDITS | PERSONAL DEVELOPMENT, COMMUNICATION, ACCOUNTING,

AUDITING | ADVANCED

Experience: 5 – 6 yearsIn this course, participants reach beyond technical expertise to develop critical managerial skills to further their firm's success. Participants learn results oriented leadership skills to better manage multiple engagements and teams and leave with specific individual professional development goals that may be integrated with their firm’s performance management model. The course also includes presentation skills, advanced communication and negotiation, business development and career success strategies.

LEVEL 6: DEVELOPING THE EXECUTIVE WITHIN16 CPE CREDITS | PERSONAL DEVELOPMENT, ACCOUNTING, AUDITING |

ADVANCED

Experience: 6+ yearsThis course develops individuals who consistently interact and manage at the executive level. By learning and applying a variety of methods, participants enhance their effectiveness as emerging executives. Participants also explore how to increase their business development and managerial contributions to their firms through higher level performance. By analyzing the concept of executive presence, participants discover why it is such a critical component of business success and career advancement.

AUDITWATCH UNIVERSITYKNOWLEDGE AND SKILLSAuditWatch University (AWU) is an integrated development curriculum that provides your firm with the knowledge and skills to advance your professional staff. Starting with Basic Staff Training and culminating with management-level courses, AuditWatch University offers seven progressive levels of training. Seminars are offered in over 15 locations nationwide and are also available on an in-house basis.

cl.thomsonreuters.com/A | 800.231.1860 Catalog code: CCADM25


AUDITWATCH

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PREMIER & PREMIER PLUS: Subscription packages include 25% off regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 32.

FOR MORE INFORMATION AND SCHEDULING cl.thomsonreuters.com/a 800.231.1860 for public seminars 800.775.9866 for in-house and customized training

TAXWATCH UNIVERSITYTAX STAFF TRAINING FROM AUDITWATCH AND PPCPPC In-House training and AuditWatch now offer multiple levels of core tax staff training to your firm. The progressive training begins with an entry-level course focused on common topics likely to be encountered in the first year. This is followed by courses that provide greater depth on corporate tax issues, partnerships, LLCs and other special entities. This integrated curriculum is available through public seminars or in-house training.

TAXWATCH UNIVERSITY — LEVEL 124 CPE CREDITS | TAXATION | BASIC

Experience: 0 – 1 yearThis practical, hands-on program is designed for tax professionals primarily in their first year. This course provides learning opportunities surrounding common individual and corporate tax topics that they may encounter. The course is designed to provide information on the tax rules and to challenge the participants to complete case studies and exercises where they apply the rules and complete actual tax forms.

TAXWATCH UNIVERSITY — LEVEL 224 CPE CREDITS | TAXATION | INTERMEDIATE

Experience: 1 – 2 yearsThis practical, hands-on program is designed for tax professionals in their first or second year. This course provides learning opportunities on intermediate corporate, individual and other entity type tax topics. The course is designed both to provide information on the tax rules and to challenge the participants to complete case studies and exercises where they apply the rules and complete tax forms.

TAXWATCH UNIVERSITY — LEVEL 324 CPE CREDITS | TAXATION | INTERMEDIATE

Experience: 2 – 3 yearsThis program is designed for tax professionals with multiple years’ experience. This course provides learning opportunities on intermediate to advanced issues dealing with pass thru entities including S corporations, partnerships and LLCs and individual topics. The course is designed to provide information on the tax rules and includes challenging case studies and exercises where they apply the rules and complete actual tax forms.

TAXWATCH UNIVERSITY — LEVEL 424 CPE CREDITS | TAXATION | ADVANCED

Experience: 3 – 4 yearsThis program is designed to advance a tax professional into more complex taxation issues. The program includes sessions on tax planning and saving strategies related to individuals and corporations. It also continues to provide training on technical tax issues mainly related to pass-through entities including partnerships and LLCs and more advanced corporate and individual issues.

TAXWATCH UNIVERSITY — LEVEL 5 16 CPE CREDITS | TAXATION, PERSONAL DEVELOPMENT, COMMUNICATION |

ADVANCED

Experience: 5+ yearsThis program is designed for seasoned tax professionals who would like to develop skill sets beyond the technical arena. It focuses on business skills critical for professionals, such as practice development, management and communication. In addition, the course contains timely technical tax topics and updates as appropriate.



AUDITWATCH

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PREMIER & PREMIER PLUS: Subscription packages include 25% off regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 32

16 CPE CREDITS | ACCOUNTING, AUDITING | BASIC

We have taken our popular AuditWatch University Level 1: Basic Staff Training course and redesigned it to be delivered via the web. In this course, we will use WebEx, a web-based interactive learning platform, to lead participants through the key information they need to succeed as new staff auditors. The course is led by an AuditWatch instructor and combines lecture, interactive exercises and discussion. Topics include role of the staff accountant and scope of services, workpaper documentation and audit procedures, introduction to the audit plan and an in-depth review of the most common audit areas assigned to new staff, such as cash, accounts receivable, accounts payable, inventory and more!

PUBLIC WEB SEMINAR:November 10 – 119:00 a.m. – 5:00 p.m. CST | $379 per attendeeCall us at 800.231.1860 for more information.

IN-HOUSE: $6,995 for first 10 participants, $295 per person for additional participants. Call us at 800.775.9866 for more information.

WEB-BASED NEW HIRE TRAINING “BOOT CAMP” FOR AUDIT STAFF

DAY 1: AUDITING NONPROFIT ORGANIZATIONS AND GOVERNMENTAL AGENCIES 8 CPE CREDITS | AUDITING (GOVERNMENTAL) | BASIC

This session focuses on the fundamentals of auditing nonprofit organizations and governmental entities, including their unique characteristics. This session is designed to provide practitioners that are new to this practice area an overview of the audit fundamentals and to provide the experienced auditor with a solid refresher.

DAY 2: PERFORMING EFFICIENT AND EFFECTIVE SINGLE AUDITS 8 CPE CREDITS | AUDITING (GOVERNMENTAL) | BASIC

In this session, you will learn the key responsibilities of the auditor including how to determine major programs. Special attention is given to common single audit deficiencies, best practices, efficient and effective methods to test internal controls and compliance requirements (including sampling techniques) and development of meaningful audit findings.

DAY 3: GOVERNMENTAL AND NONPROFIT UPDATE 8 CPE CREDITS | ACCOUNTING, ACCOUNTING (GOVERNMENTAL), AUDITING,

AUDITING (GOVERNMENTAL) | UPDATE

In this session, we update you on recently issued and effective authoritative pronouncements affecting governmental and nonprofit entities — including accounting, auditing, ethics, regulatory and compliance issues. This session will also address the practical implementation and practice issues related to the most significant new standards.

DAY 4: AUDITING NONPROFIT ORGANIZATIONS AND GOVERNMENTAL ENTITIES — ADVANCED TOPICS 8 CPE CREDITS | ACCOUNTING, ACCOUNTING (GOVERNMENTAL), AUDITING,

AUDITING (GOVERNMENTAL) | ADVANCED

This session focuses on advanced audit and accounting issues unique to performing audits of nonprofit organizations and governmental entities. Topics include common practice and implementation issues relating to recent standards and recent risk alerts.

YELLOW BOOK UNIVERSITYWith this multi-day series, you can choose to attend just the sessions that are most important to you.



AUDITWATCH

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PREMIER & PREMIER PLUS: Subscription packages include 25% off regular price of AuditWatch public seminars! Combined Gear Up/AuditWatch annual max: 24 hrs Premier, 40 hrs Premier Plus. No expiration. Details: page 32.

PUBLIC SEMINAR SCHEDULESAUDITWATCH UNIVERSITY PUBLIC SEMINAR SCHEDULE

Seminar City Level 1: Basic Staff

Level 2: Experienced

Staff

Level 3: Beginning In-Charge

Level 4: Experienced

In-Charge

Level 4.5: Taking the Next Step

Level 5: Moving Beyond

In-Charge

Level 6: Developing

the Executive Within

4 Days ($1,292) 3 Days ($989) 3 Days ($989) 3 Days ($989) 2 Days ($659) 3 Days ($989) 2 Days ($659)

Atlanta 10/27-30 10/6-8BostonChicago — AChicago — B 11/3-6 9/9-11 10/20-22 11/17-19 11/12-13 9/1-3 11/10-11Cleveland 11/10-13 10/6-8 10/26-28 10/29-30 10/20-22Dallas/Fort Worth Area 11/17-20 9/16-18 9/14-15Denver 9/1-3 9/9-11 12/2-4Houston 10/20-22 11/3-5 11/10-12Las Vegas 9/9-11 9/22-24 10/20-22 9/24-25 11/10-12 9/22-23Los Angeles 11/3-6 10/20-22 10/5-7 10/28-30 10/8-9 12/1-3Nashville 9/15-17 9/22-24New York City 11/10-13 12/1-3 11/17-19 11/2-4 11/5-6 12/8-10Philadelphia NEW LOCATION! 9/29-10/1 9/22-24 9/1-3Portland 9/9-11 10/27-29 10/6-8Salt Lake City 11/17-19San Francisco — ASan Francisco — B 12/8-11 9/29-10/1 10/27-29 10/5-7 11/17-19 10/8-9Rockville — A 9/22-25 10/6-8 10/27-29 12/1-3 9/29-30 9/9-11 10/1-2Rockville — B 1/12-15 (2016)Washington DC Web-Based 11/10-11 Find out more about web-based new hire training at cl.thomsonreuters.com/a

TAXWATCH UNIVERSITY PUBLIC SEMINAR SCHEDULESeminar City Level 1 Level 2 Level 3 Level 4

3 Days ($989) 3 Days ($989) 3 Days ($989) 3 Days ($989)

AtlantaBostonChicago 10/27-29Dallas/Fort Worth Area 12/1-3 12/8-10 1/5-7 (2016) 1/12-14 (2016)Los AngelesNew YorkSan Francisco 11/3-5 12/8-10 12/15-17 1/5-7 (2016)Washington DC 12/15-17 12/8-10 12/1-3

This per person cost includes course tuition,

materials, lunch and snacks. Visit

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and customized training.


AUDITWATCH

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AUDITWATCH CONSULTING Why AuditWatch ?

Our Reputation and Experience.

We are the premier training and productivity consulting organization for the audit profession, with a customer base built from satisfied customer referrals. We have worked with the majority of Top 100 CPA Firms and several state auditor offices. Our consultants are CPAs who have worked at national, regional and local firms. They have consulted with a diverse array of organizations and industries, reviewed hundreds of engagement files and are familiar with many different audit approaches and audit methodologies.

Our Approach.

We have experienced consultants who deliver the AuditWatch Experience: a focus on practical advice that applies in the real world, delivered through engaging sessions that promote interaction and participation. Our consulting services are tailored to each engagement, maximizing our time together and your return on investment.

Our Successes.

Our customers often see immediate positive improvements in quality and efficiency and increased consistency among their teams and offices.

Our Expertise.

Among efficiency programs, the AuditWatch Productivity Program stands out for its unique combination of productivity tools, professional experience and technical expertise, enabling us to effectively identify issues, make recommendations and work with you to implement solutions. We understand the auditing standards, current practices of today’s auditors and the practical application of current audit methodologies. We also employ tools and concepts such as value stream mapping, waste elimination, DMAIC (Define, Measure, Analyze, Improve and Control) and other quality tools from LEAN, Six Sigma and other approaches to productivity.

FOR MORE INFORMATION AND SCHEDULING:

Call 800.775.9866

PROCESSChallenging the flow of the process at the firm-wide and engagement-team levels, including:

• Planning

• Review

• Client management

• Engagement wrap-up

• Production of deliverables

• Scheduling

Focus: Achieving a lean process and eliminating waste.

APPROACHMaking changes to the way an audit engagement team plans, executes and documents an audit, including:

• Aligning audit work to audit risk

• Choosing the most efficient mix of audit procedures

• Eliminating non-value-added procedures and documentation

• Reducing errors to minimize review points and rework

Focus: Challenging the way things have been done in the past.

CONTROLMeasuring and controlling audit productivity at the firm-wide and engagement-team levels, including:

• Using practical and effective budgets

• Identifying key engagement productivity metrics

• Analyzing and following up on results

• Establishing accountability

Focus: Establishing an ongoing process to measure, analyze and improve audit productivity.

“ We not only experienced better realization and efficiency but created more opportunity for staff development. Our staff members were better prepared for fieldwork and more engaged with our clients.”

— Bryna Campbell Engel


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CURRICULUM CONSULTING SERVICES FROM AUDITWATCH

AuditWatch consultants will evaluate your firm’s current learning and development program as well as the firm’s approach to delivering continuing professional education (CPE). AuditWatch will conduct a full diagnostic including conducting firm surveys and interviews and reviewing firm training objectives and long term goals. We will provide recommendations for the continued improvement of your program to enable your team to develop professionally and receive more quality and timely continuing professional education (CPE). After we have gained an understanding of your firm’s learning and development needs and objectives, we will make recommendations to your current program that are aligned with your firm’s strategic business goals and industry standards.

AUDITWATCH CONSULTINGAuditWatch Productivity ProgramThe AuditWatch Productivity Program is a change driver designed to improve audit efficiency, quality and profitability. Our consultants work with you to reengineer the following critical aspects of the audit:

The AuditWatch Productivity ProgramThrough the highly customized AuditWatch Productivity Program, we work with you to determine the best way to identify and address your productivity issues, which may include:

• Reviewing audit engagement files, interviewing firm personnel, sending surveys and evaluating your audit methodology to diagnose specific productivity issues and opportunities

• Designing a productivity seminar to teach audit quality and efficiency principles, address obstacles and establish consensus about the path forward

• Conducting team reengineering workshops or facilitated planning sessions to guide team members in implementing changes to the engagement-level audit process, approach and control

• Organizing an audit productivity task force to establish the metrics, responsibilities and accountability for driving the initiative forward

AuditWatch Productivity QuickStartThe AuditWatch Productivity QuickStart is an affordable solution that provides valuable and practical information about how to prioritize your productivity efforts. Our consultants will review up to four of your audit engagements and provide feedback related to:

• Efficiency and quality improvement opportunities• Execution of the audit methodology• Performance of audit procedures• Documentation• Over- or under-auditing • Your audit approach compared to other firms

This consulting engagement ends with a web-based meeting to discuss our observations, showing examples from your files and presenting you with a focused list of productivity opportunities and immediate action items.

AuditWatch Productivity QuickStart for Review EngagementsWe will examine two of your review engagement files and look for opportunities to improve quality and efficiency. This program is conducted by experienced AuditWatch consultants and is designed to aid review practitioners and firm leadership in recognizing, framing and prioritizing opportunities for improvement in review engagements.


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AUDITWATCH TECHNOLOGY SOLUTIONS

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A summary report, created by Power Play, that identified journal entries that met specific audit risks of material misstatements

OUR EXPERIENCED AUDITORS AND SOFTWARE SPECIALISTS WILL HELP YOU HARNESS THE POWER OF DATA EXTRACTION SOFTWARE ON YOUR ENGAGEMENTS!

POWER PLAY — INCREASE AUDIT QUALITY AND EFFICIENCYToday’s audit standards all but mandate the use of data extraction software on our engagements. While some firms have chosen to purchase licenses of these software tools and have all of their users trained to use them, many firms may not have that luxury. AuditWatch’s Power Play allows your firm to outsource your data extraction needs to a qualified expert. We can help you:

• Harness the power of data extraction on your engagements• Increase quality and efficiency of your audits, specifically in

complying with AU-C Section 240 and other audit standards• Eliminate the risk of having your data extraction expertise

“walk out the door”• Minimize or eliminate expensive software purchases and

maintenance fees

Using Power Play allows your engagement team to focus on other important areas, while your data extraction procedures are being performed by our consultants and returned to you for your reporting. This process allows for maximum efficiency on both ends, all while reducing the amount of time (and money!) your staff spends on each audit area.

WHAT IS DATA EXTRACTION?Data extraction is a powerful tool that improves the quality of audit evidence with a significant reduction in cost. Data extraction gives you the power to:• Import your clients' electronic financial data• Perform automated audit tasks, such as selecting samples or

scanning populations for potential misstatements• Perform audit procedures, such as the review of journal entries

required by AU-C Section 240, that are difficult to perform manually

• Produce reports with the information you need in the format best suited for audit procedures, such as analytical procedures

• Easily analyze reports provided by your client that were earlier considered “ugly” and “unusable”

WE’LL HELP YOU UTILIZE DATA EXTRACTION SOFTWARE TO IMPROVE YOUR PROJECTS! CALL 800.775.9866 TODAY.

Power Play is a consulting service that allows you to work with our experienced auditors to perform analyses and testing of your clients’ data using specialized software. We help you design your tests, obtain electronic data from your clients, perform the analyses and send the results back to you in an easy-to-understand format. No more costly software licenses, extensive training or struggling with your clients to get information!


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IDENTIFICATION AND SELECTION OF PROCEDURES

• We can assist engagement teams in recognizing opportunities to utilize data extraction software to improve their projects.

• Teams submit the draft and/or final requests to a secure website that we set up exclusively for your firm's use. Website tools help the auditor to pick and click procedures or just provide suggestions.

• We provide the engagement team a price quote for the specific services requested. For very common or repetitive requests, we may offer standard pricing options.

OBTAINING DATA

• The engagement team can obtain the data themselves or ask us to assist with this process.

• We can work with almost any data format your client can produce.

DATA PROCESSING

• We perform the procedures you request and generate the results.

• We confer with the engagement team as we perform the procedures to address any surprises or issues that we identify.

A TYPICAL POWER PLAY ENGAGEMENTREPORTING AND DOCUMENTATION

• For most projects, we prepare a memo that serves as a main part of the team’s documentation.

• For most projects, data files are created with transactions, sample items, analytical procedures or exceptions that have been created based on the team’s requests.

WE’LL HELP YOU UTILIZE DATA EXTRACTION SOFTWARE TO IMPROVE YOUR PROJECTS!

Visit cl.thomsonreuters.com for additional information about our technology solutions.

MASTERING THE BASICS OF DATA EXTRACTION SOFTWARE16 CPE CREDITS | AUDITING, SPECIALIZED KNOWLEDGE AND

APPLICATION | BASIC

This hands-on computer course is for new users of data extraction software and those who want to review basic and intermediate software functions. Participants learn to:• Master the key commands and functions of IDEA software• Identify numerous applications of the software• Obtain and import basic and complex data files typically

received from clients• Understand the software’s reporting features and workpaper

assistance tools• Use software-driven results to make audit conclusions

Seminar Price (up to 10 participants): $5,400, includes instructor fee and course materials for up to 10 participants. Additional Participants: $279 per participant (maximum size of program is 16 participants) plus out-of-pocket expenses. Each participant must bring a computer with the current version of IDEA already loaded and a license key (if applicable).

SPOTTING OPPORTUNITIES TO USE DATA EXTRACTION SOFTWARE4 CPE CREDITS | AUDITING | OVERVIEW

Ideal for firms seeking to expand their use of data extraction based procedures. This course helps engagement decision-makers recognize situations where their teams can use data extraction to improve quality and efficiency. Participants learn to:• Assess the cost-benefit of using data extraction software on

specific engagements• Identify basic and creative uses of the software (including the

latest innovative applications to help comply with emerging audit standards)

• Interpret, document and communicate results to clients• Identify ways to use data extraction software as a

marketing tool to prospective clients

Seminar Price: $2,599, includes instructor fee and course materials for up to 10 participants. Additional participants: $129 per participant plus out-of-pocket expenses.

IN-HOUSE DATA EXTRACTION SOFTWARE TRAINING

Check our website for additional information on our data extraction solutions: cl.thomsonreuters.com

IN-HOUSE SPEAKERS

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PETE BIEGHLER, CPA, has been with AuditWatch since 2002. He was formerly with Katz, Sapper & Miller and Crowe Chizek. Pete graduated from Ball State University and currently resides in Indiana.

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WENDY HASSIEPEN, CPA owns a firm in Newark, Delaware specializing in tax consulting and compliance services for individuals and small businesses. Wendy was formerly with KPMG in Philadelphia, PA as well as a local firm in Delaware. She currently resides in Delaware.

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WAYNE KERR, CPA has been with AuditWatch since 2004. He was formerly with Grant Thornton. Wayne graduated from Brigham Young University and resides in Utah.

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JENNIFER KOWAL, JD is a tax professor and the director of the graduate tax program at Loyola Law School in Los Angeles. She formerly practiced law with firms in Los Angeles and Boston. She currently resides in Los Angeles.

AW

SONYA LANEY, CPA owns and operates her own accounting and tax practice, where she prepares corporate, personal and estate and gift returns. She currently resides in Florida.

PPC

SUSAN C. LONGO, CPA is a consultant who previously worked for a national accounting firm, where she received extensive auditing experience with governmental agencies, Fortune 500 companies and business consulting. She has authored, edited and instructed courses in accounting, auditing, nonprofits and governmental entities.

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TROY MANNING, CPA has over 20 years of diverse experience in the government and the not-for-profit sectors. She was formerly a partner at a regional public accounting firm. Troy graduated from Florida International University and has her Master of Accounting from Nova University.

AW

CHRIS MARTIN, CPA has been with AuditWatch since 2003. He was formerly with Arthur Andersen. Chris graduated from Florida State University and currently resides in California.

AW

SUNISH MEHTA, CPA has over 20 years of experience in assurance and advisory services having worked at Ernst & Young LLP, PricewaterhouseCoopers LLP and IBM Global Business Services. He is a graduate from California State University, Northridge.

AW

NATE MOHR, CPA has been with AuditWatch since 2004. He was formerly an audit manager with Deloitte. Nate currently resides in Michigan.

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SHAWN O’BRIEN, CPA joined AuditWatch in 2005. He was formerly with Deloitte. Shawn graduated from Duquesne University and resides in Pennsylvania.

AUDITWATCH AND PPC IN-HOUSE SPEAKERSVisit youtube.com/trainingcpe to watch brief video bios from AuditWatch speakers!

IN-HOUSE SPEAKERS

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TIM O’BRIEN, CPA has over 40 years of tax experience. He currently works as a tax consultant. He was formerly with Arthur Andersen. Tim currently resides in Virginia.

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JENNIFER PICKLES joined AuditWatch in 2007. She was formerly with KPMG. Jennifer graduated from California State University, Northridge and resides in Arizona.

AWPPC

ROBERT “CHRIS” PROVINCE, CPA specializes in taxation of high net worth individuals and closely held businesses. Chris formerly served as a tax partner and senior tax member for several local, regional and

national CPA firms. Chris currently lives in Texas.

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ERICKA RACCA, CPA, CIA joined AuditWatch in 2007. She was formerly with Deloitte. Ericka graduated from Assumption College and resides in Massachusetts.

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BRENDA SMITH, CPA is the founding partner of her own firm and has over 25 years of tax and financial management experience. She was formerly with Deloitte and another large regional firm. She currently resides in Pennsylvania.

JACQUIE SONGER, CPA has been with AuditWatch since 2002. She was formerly with Ernst & Young. Jacquie graduated from the University of Maryland and holds a MS degree from Mercer University. Jacquie resides in New Mexico.

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JOHN STEVKO, CPA graduated from the University of California at Davis. He began his career with Peat, Marwick, Mitchell & Co. before founding a local firm in Beaverton, Oregon specializing in taxation. He now lives and practices in Southwest Washington.

AWPPC

LAURIE A. STILLWELL, CPA operates her own practice in Saratoga Springs, specializing in working with small businesses, professional practices and their owners. Laurie began her career at

PricewaterhouseCoopers LLP and worked with several local and regional accounting firms. Laurie currently lives in New York.

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JEX VARNER, CPA joined AuditWatch in 2006. He was formerly at Grant Thorton where he was National Director of Technical Development. Jex graduated from Brigham Young University and resides in Utah.

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JULIE WIESE, CPA has been with AuditWatch since 2001. She was formerly with Deloitte. Julie graduated from the University of Illinois and currently resides in Illinois.

Meet AuditWatch speakers and consultants via brief video bios on our YouTube channel atyoutube.com/trainingcpe.

AUDITWATCH AND PPC IN-HOUSE SPEAKERS

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IN-HOUSE TRAININGON-SITE CUSTOMIZED TRAINING

FOR MORE INFORMATION, VISIT CL.THOMSONREUTERS.COM/H OR CALL 800.387.1120.

In-House Training consists of over 50 on-site seminars offered on accounting and auditing, management, staff training, tax and Yellow Book topics.

Full day classes earn eight credits and cost as little as $2,999 (plus instructor’s travel costs) per day for the first 10 participants ($105 per additional person).

Build your own training day unique to your organization’s needs. Choose from our two- and four-hour course modules to custom design a CPE seminar.

• Choose from our highly rated instructors or provide your own with our “materials only” format

• Current, relevant course content is continually revised• Also available: TaxWatch University presented by PPC

and AuditWatch (see page 12 for details)

IN-HOUSE TRAINING


1040 INDIVIDUAL TAX UPDATE T40F | 16 CPE CREDITS | TAXATION | UPDATE

This comprehensive course is both a review and an update, covering key tax issues for completing a broad range of tax returns and all major aspects of income, deductions and credits. Topics include coverage of key legislation, court cases, rulings, procedures rulings and announcements. The course is updated to the date of the seminar and will provide you with the insight, practice tips and tools you need for the upcoming busy season.

THE AUDITWATCH ACCOUNTING AND AUDITING UPDATE BEST SELLER!AAUF | 8 CPE CREDITS | ACCOUNTING, AUDITING | UPDATE

In this course we deliver what you need to know about newly issued authoritative pronouncements of the FASB and AICPA along with other developments of interest to practitioners serving small- and middle-market businesses. Course material is updated throughout the year, so it is always current. We tailor the discussion to your firm by reviewing the agenda with you and focusing on those items most relevant to your practice. In addition, we can work with you to customize the course content by removing topics you don’t want to cover and including topics that go beyond the accounting and auditing update. Examples of custom-selected topics include key issues in audit productivity, improving analytical procedures, audit sampling, engagement management, audit documentation, audit planning, leadership and supervision and feedback. Best Seller! Call 800.387.1120 today to bring this popular course to your firm!

ANALYTICAL PROCEDURESPROF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

Analytical procedures are powerful tools in planning and performing audit and review engagements. In many cases, they can provide greater assurance and are more efficient than tests of details. This course helps accountants take full advantage of the power of analytical procedures by providing guidance on how to develop and apply appropriate and effective analytical procedures in GAAS audits and SSARS reviews.

AUDITS OF EMPLOYEE BENEFIT PLANS USING THE PPC AUDIT APPROACHGBPF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

Designed for accountants in public practice and industry that want to increase their effectiveness in auditing employee benefit plans, this course provides an in-depth review of ERISA regulations and focuses on an efficient compliance audit methodology for those rules. Regulators are concerned about compliance with DOL and IRS regulations — not just traditional financial statement reporting. Therefore, auditors need to focus on two issues: 1) what constitutes noncompliance and how noncompliance might occur and 2) what the auditor is required to test to determine if there is noncompliance. This course explains how to audit employee benefit plans in compliance with DOL and the AICPA Audit and Accounting Guide: Employee Benefit Plans. Discussion will focus on common deficiencies in examining contributions, distributions, participant data, investments and prohibited transactions.

BEST PRACTICES IN UTILIZING PPC'S SMART PRACTICE AIDS: KEY ISSUES IN RISK ASSESSMENTGRSF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

This course provides best practices for using PPC's SMART Practice Aids — Risk Assessment to efficiently complete and document risk assessment procedures. The course blends practical discussions on best practices for performing risk assessment procedures with how to use the PPC software to its fullest. The course focuses on obtaining and documenting an understanding of the entity (including internal controls), identifying, assessing and documenting risks and creating tailored audit programs. The course can be modified to include PPC's SMART Practice Aids — Fieldwork upon request.

BUSINESS ENTITIES TAX UPDATEBETF | 8 CPE CREDITS | TAXATION | UPDATE

Find out what you need to know about all of the latest federal tax law changes, court decisions and IRS pronouncements related to partnerships, LLCs and C and S corporations. Identify ways to integrate the latest tax law changes into your planning and compliance engagements and provide more value-added services to your clients. This seminar will help participants effectively prepare quality corporate returns, maximize efficiency and avoid tax practice liability problems.

EFFECTIVE HUD AUDITSHUDF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

This seminar provides guidance on audits of for-profit and nonprofit multifamily projects that receive financial assistance from HUD. It covers recent revisions to the HUD Consolidated Audit Guide and the latest regulations from HUD, as well as any changes required by current AICPA projects.

NEED HELP CHOOSING THE RIGHT COURSE FOR YOUR ORGANIZATION? Call Barbara Marino at 800.387.1120.

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IN-HOUSE TRAINING

EVALUATING AND TESTING INTERNAL CONTROLS ICCF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

Do you feel that your approach to obtaining an understanding of your client’s internal controls is not as efficient or effective as it could be? This course is designed to help auditors increase their efficiency and effectiveness by applying a top-down, risk-based approach to internal controls. The course includes interactive case studies designed to practice the various steps of a top-down, risk-based approach. The course also addresses when it makes sense to test controls, how to perform and evaluate those tests and how the testing affects your substantive audit procedures.

EVALUATING AND TESTING INTERNAL CONTROLS WITH PPC'S SMART PRACTICE AIDS — INTERNAL CONTROLSICAF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

Utilizing PPC’s SMART Practice Aids — Internal Control software, the course includes interactive case studies designed to practice the various steps of a top-down, risk-based approach. The course also addresses when it makes sense to test controls, how to perform and evaluate those tests and how the testing affects substantive audit procedures. The course can be modified to include PPC's SMART Practice Aids — Fieldwork upon request.

FINANCIAL REPORTING AND DISCLOSURES FOR SMALL BUSINESSES FRDF | 8 CPE CREDITS | ACCOUNTING | BASIC

This course provides an overview of standards related to financial statements and financial statement disclosures. It discusses the statements of financial position, statement of operations, statement of comprehensive income, statement of cash flows, statement of stockholders’ equity and notes under both GAAP and Special Purpose Framework bases of accounting.

PPC’S FEDERAL TAX UPDATE BEST SELLER!PTUF | 8 CPE CREDITS | TAXATION | UPDATE

This seminar offers practical insights into the ever-changing world of federal taxation. PPC’s Federal Tax Update covers the latest developments affecting individuals, partnerships, C corporations, S corporations and estates and trusts and is designed to keep you up-to-date in this dynamic environment. This best selling seminar also features tax planning tips as well as numerous practice aids such as real life examples, worksheets, elections and checklists. Includes expanded coverage of Healthcare Reform. DVD instructional tool also available!Best Seller! Call today to bring this popular course to your firm! 800.387.1120.

PERFORMING COMPILATION AND REVIEW ENGAGEMENTSCRIF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

This course outlines the requirements for compilation and review engagements, performing them more effectively and responding to special situations. The course integrates the most recent SSARS standards with revised PPC practice aids. The materials discuss common deficiencies noted in compilation and review engagements.

PERFORMING EFFICIENT AUDITS OF NONPUBLIC COMPANIES USING THE PPC AUDIT APPROACH BEST SELLER!GRNF | 8 CPE CREDITS | AUDITING | INTERMEDIATE

This course provides practical guidance to conduct efficient and effective audits of small businesses using PPC’s Guide to Audits of Nonpublic Companies. The course highlights the latest implementation guidance from standard setters and best practices on the current PPC practice aids. Major topics include: risk assessment, formulating the audit strategy, audit planning, evaluating and testing internal controls, designing and performing further audit procedures, audit sampling and audit documentation. Best Seller! Call 800.387.1120 today to bring this popular course to your firm!

PROFESSIONAL ETHICS FOR ACCOUNTANTSETHF | 8 CPE CREDITS | REGULATORY ETHICS | BASIC

This course provides an overview of the ethical standards that are required to be followed by tax and accounting professionals today. It covers the basic tenets of the AICPA Code of Professional Conduct, why the code is necessary and how it is organized. It also covers guidance provided by other ethics standard setting bodies such as the IRS, SEC, GAO and IFAC. Real-life scenarios and discussions aid the practitioner in exploring ethical concepts and decision-making theory that can be used in daily practice when ethical situations are encountered.

SAMPLING: WHERE, WHEN AND HOW SAMF | 8 CPE CREDITS | AUDITING | BASIC

This course explains the use of sampling in an audit. The course is focused on the PPC approach to audit sampling — in both substantive tests and tests of controls — and incorporates PPC practice aids. It provides a solid understanding of basic and more advanced sampling topics while staying focused on practical issues and efficiency considerations. Participants will learn how to recognize situations where sampling is and is not likely to be an effective and efficient audit procedure, perform non-statistical substantive samples on a variety of account types, project errors and conclude on the sample population, determine sample sizes for control testing on large and small population sizes and utilize the PPC forms and methodology.

IN-HOUSE TRAINING


BUILD A DAY OF TRAINING UNIQUE TO YOUR FIRM'S NEEDS

ADVANCED TOPICS IN AUDITING GOVERNMENTAL ENTITIES AUGFS | 4 CPE CREDITS | ACCOUNTING (GOVERNMENTAL), AUDITING

(GOVERNMENTAL) | ADVANCED

This session focuses on advanced accounting and auditing issues unique to performing audits of governmental entities. Topics include common practice and implementation issues relating to recent standards and recent risk alerts. The workshop style presentation includes exercises, examples and group discussion. This course includes discussion of advanced practice issues appropriate for experienced auditors. Guidance is provided for using PPC forms and practice aids in performing governmental organization audits.

ADVANCED TOPICS IN AUDITING NONPROFIT ORGANIZATIONS AUNFS | 4 CPE CREDITS | ACCOUNTING, AUDITING | ADVANCED

This module focuses on advanced accounting and auditing issues unique to performing audits of nonprofit organizations. Topics include common practice and implementation issues relating to recent standards and recent risk alerts.

AUDIT SAMPLING ASMF | 2 CPE CREDITS | AUDITING | BASIC

This module provides a high level overview of the use of audit sampling in an audit. It provides tips for the most efficient and effective approach to audit sampling and is based on the PPC audit sampling practice aids. Course features include: overview and tips for using PPC practice aids, sample planning and evaluation for substantive tests and sample planning and evaluation for tests of controls.

CURRENT DEVELOPMENTS IN ACCOUNTING AND AUDITING AAMF | 4 CPE CREDITS | ACCOUNTING, AUDITING | UPDATE

The accounting profession continues to evolve as standard setting bodies evaluate new standards and re-evaluate old ones. This module focuses on recent pronouncements from standard setting bodies, including the AICPA and FASB, that affect the preparation of financial statements and the conduct of audits. Emphasis is placed on knowledge and awareness of the new standards and pronouncements.

PPC IN-HOUSE COURSE MODULES

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IN-HOUSE TRAINING

FASB UPDATE FAMF | 4 CPE CREDITS | ACCOUNTING | UPDATE

This course is vital for accountants in the industry who need to brush up on recent accounting pronouncements that affect financial reporting. The latest accounting standards updates, exposure drafts and guidance will be discussed.

FINANCIAL STATEMENT DISCLOSURES FSMF | 4 CPE CREDITS | ACCOUNTING | BASIC

Authoritative pronouncements mandate many types of disclosures but do not mandate the manner of presentation. Some disclosures are best presented in separate notes rather than in the basic financial statements. This module examines the requirements, form and style of required financial statement disclosures. Discussion also includes common problems in preparing frequent disclosures, common problems in preparing general disclosures and the disclosure checklist.

GOVERNMENTAL ACCOUNTING AND AUDITING UPDATE GVMF | 4 CPE CREDITS | ACCOUNTING (GOVERNMENTAL), AUDITING

(GOVERNMENTAL) | UPDATE

This update will focus on recent pronouncements that affect the financial accounting and auditing for governmental units. Emphasis will be on practical application of the new standards and pronouncements. Course features include: accounting standards affecting governmental organizations, new auditing standards and new OMB requirements.

KEY ISSUES IN COMPILATION AND REVIEW ENGAGEMENTS CRMF | 2 CPE CREDITS | ACCOUNTING | BASIC

This module addresses some of the key issues involved in conducting compilation and review engagements. Upon completion of this module, participants will be able to identify and effectively address key issues that affect the conduct of compilation and review engagements.

NONPROFIT ACCOUNTING AND AUDITING UPDATE NPMF | 4 CPE CREDITS | ACCOUNTING, AUDITING | UPDATE

This update will focus on recent pronouncements that affect the financial accounting and auditing for nonprofit organizations. Emphasis will be on practical application of the new standards and pronouncements. Discussion will also include new GAO and OMB requirements.

PROFESSIONAL ETHICS FOR ACCOUNTANTS — SELECTED TOPICSETMF | 2 CPE CREDITS | REGULATORY ETHICS, BEHAVIORAL ETHICS | BASIC

This course updates the tax and accounting practitioner on the most recent changes in ethical standards required to be followed by the AICPA Code of Professional Conduct, IRS, SEC, GAO and IFAC. Real-life scenarios and comprehensive case studies aid the practitioner in exploring the most recently identified ethical concepts that challenge practitioners today.

CPE NETWORKTIMELY NEWS AND IN-DEPTH ANALYSIS

FOR MORE INFORMATION, VISIT CPEASY.COM/CPENETWORK OR CALL 855.300.9391.

Group-study videos deliver timely news and in-depth analysis for better risk management, plus group-live credits.

CPE Network® — a news-style video subscription featuring in-depth, useful interviews with today’s foremost industry experts. You’ll receive a new issue 11 times per year or quarterly, depending on your choice of report(s). Subscriptions allow for up to 25 users (or call for large group pricing).

• Conduct an expert-led, in-house seminar for group live credit• Satisfy up to 100% of your workforce’s CPE requirements• Set a standard of excellence for your firm-wide training• Build a company-wide reference library• Keep your staff updated on the latest AICPA, FASB and SEC

developments• Provide weekly tax podcast updates• Convenient DVD format allows you to pause to discuss the

implications for your firms and clients• Each program issue includes a DVD, full transcript, group discussion

questions and suggested answers, supplemental reference material and a cumulative index and quiz

CPEasy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPE NETWORKCPE NETWORK

TAX & ACCOUNTING & AUDITING (11 ISSUES)GOVERNMENTAL & NONPROFIT ACCOUNTING (4 ISSUES)

MONTHLY VIDEO SUBSCRIPTIONS

CPE NETWORK TAX, ACCOUNTING AND AUDITING AND GOVERNMENTAL AND NONPROFIT ACCOUNTING REPORTS SAVE $772

CPE NETWORK COMBO PACKAGES

ONE-YEAR SUBSCRIPTION (11 ISSUES)



ACCOUNTING & AUDITING (11 ISSUES)GOVERNMENTAL & NONPROFIT ACCOUNTING (4 ISSUES)

CPE NETWORK ACCOUNTING AND AUDITING AND GOVERNMENTAL AND NONPROFIT ACCOUNTING REPORTSSAVE $399

CPE NETWORK TAX ANDACCOUNTING AND AUDITING REPORTS SAVE $549 — MOST POPULAR PACKAGE

TAX AND ACCOUNTING & AUDITING (11 ISSUES)

CREDITS

33 CPE CREDITS $899

33 CPE CREDITS Included $899

CREDITS

33 CPE CREDITS $899


CREDITS

24 CPE CREDITS $699


CREDITS

57 CPE CREDITS $1,199

57 CPE CREDITS Included $1,199

CREDITS



CREDITS



CPE NETWORK TAX REPORT33 CPE CREDITS | TAXES | UPDATE | $899

Prepare your staff to meet the challenges of today’s rapidly changing tax laws and regulations. Each issue of this monthly report features top experts discussing today’s important taxation issues for individuals, estates and trusts, corporations and pass-through entities. Approved for CFP® continuing education (CE) credits!Experts include: E. Lynn Nichols, CPA — nationally known tax author and an advisor to CPA firms across the country; John L. Norman, Jr., JD — former National Director of Taxation with Pannell Kerr Forster (PKF) and nationally known author and tax attorney in private practice in Washington, D.C.

CPE NETWORK ACCOUNTING AND AUDITING REPORT33 CPE CREDITS | ACCOUNTING & AUDITING | UPDATE | $899

Recent accounting scandals have placed companies and individuals under the microscope of intense scrutiny for compliance. This popular subscription features high-quality group training that equips your entire team with the knowledge to handle any fiscal or financial crisis.Experts include: J. Russell Madray, CPA, CIA, CMA, CFM/President of The Madray Group

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A must-view for firms looking to stay ahead of the competition, this essential report will establish a quality standard for your company. Your subscription will keep your staff abreast of governmental and nonprofit changes as they occur.Experts include: Betty A. Pendergrass, CPA, CGFM, Governmental Management Advisory Services

Get even more of the news your firm needs with a CPE Network combination report! These value-priced packages empower your staff with essential information, in-depth analysis and valuable CPE credits. Each multi-report collection creates a seamless relationship between firm-wide training and day-to-day business objectives.

ONE-YEAR SUBSCRIPTION (11 – 12 ISSUES)

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CORPORATE CPE NETWORK NEW!48 CPE CREDITS | OTHER | $1,299

Designed for corporate professionals and featuring instruction from top industry experts, each issue presents the latest industry developments in the corporate environment. Areas of interest include recent authoritative guidance, general business skills (strategy, business relations), people skills (influencing others, decision-making) and leadership skills (managing change, motivating individuals).Experts include: Paul Munter, PhD, CPA — professor of professional practice, University of Colorado, Boulder; Herb Rubenstein, JD — president, Herb Rubenstein Consulting; Chris Rylands — partner, Bryan Cave, Atlanta; Lilibeth Hanlon, CPA, CISA, MBA — committee member and consultant, Governance, Risk and Compliance for Financial Executives International and Institute of Management Accountants.

GETTING STARTED IS EASY!1-800-874-0304 | cpeasy.com/firmcat

27 cl.thomsonreuters.com/cpenetwork | 800.231.1860Catalog code: CCADM25

CHECKPOINT LEARNINGCOMPLETE LEARNING MANAGEMENT FOR TAX, ACCOUNTING AND FINANCE PROFESSIONALSFOR MORE INFORMATION, CALL 800.231.1860.

Checkpoint Learning provides CPE compliance tracking, learning management, curriculum development and more.

• Purchase and complete courses individually or as part of a subscription package — CPE Subscription Packages provide outstanding offerings and flexibility at considerable savings (Page 31)

• Optimized for tablet view on your iPad mobile device• Personalized learning dashboard keeps all CPE records and courses

in one place and provides CPE tracking and compliance monitoring while learning plans help meet individual goals

• Learning plans help meet individual employee training and career advancement goals

• ONESOURCE© integration allows dual users to search for CPE courses, view in-progress courses and status report manager

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Catalog code: CCADM25

Contact us today to discuss your training needs and begin building a learning plan that’s right for you!

LEARNING MANAGEMENT TOOLS

REQWIRED TOOLS — NOW PART OF CHECKPOINT LEARNINGCheckpoint Learning integrates the best of the many tools and features first seen in Reqwired to manage all facets of learning for accounting and financial professionals. The Reqwired tools within Checkpoint Learning provide a comprehensive learning management and CPE tracking experience, incorporating: • Compliance management, including complete tracking

of state-to-state regulations and requirements • Guidance for administering in-house learning • Customizable, individual learning paths for employees

and tools to measure course completion

In short, our learning management system (LMS) includes the most comprehensive mandatory continuing education compliance management system ever created. Checkpoint Learning was developed with accounting firms in mind; thus, implementation is immediate and effortless.

COMPLETE CPE TRACKING AND COMPLIANCE MANAGEMENTCheckpoint Learning manages continuing education compliance, including: • Determining compliance periods and managing simultaneous

compliance periods • Tracking all credit categories, including prorated credit

requirements • Enforcing limits on CPE format types • Calculating carryover credit • Managing adjustments for reporting period extensions • Tracking special requirements for new licensees• Giving Firm Administrators full view of the compliance status of

Firm Professionals• Sending reminders of CPE

compliance status by email

In addition, our staff ensures the accuracy of Checkpoint Learning through monthly rule updates that are automatically integrated into the tracking system. Checkpoint Learning’s tracking system is programmed with the CPE rules for individuals of every state in the United States (plus Puerto Rico). We track requirements for all jurisdictions shown in the box at right, plus more than a dozen additional specialty tax and accounting affiliations.Your firm can even create an in-firm CPE requirement to track minimum education requirements established by firm management or mandated by peer review standards. Checkpoint Learning also maintains complete and updated rule summaries for every regulator it tracks on its resource page so that administrators can easily answer employees’ questions about continuing education compliance. Learning administrators are provided with an administrative view into all firm personnel records so that CPE compliance can be quickly confirmed. Checkpoint Learning can be configured to send employees regular email reminders informing them of their continuing education status.

Checkpoint Learning is the most comprehensive mandatory continuing education compliance management system available and is specifically designed for accounting and financial professionals.

CPE RULES TRACKING AND COMPLIANCE MONITORING FOR:

• CPA: Every state in the United States (plus Puerto Rico)

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• IRS PTIN Holders (including Enrolled Agents)

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• CTEC, CMA, CFP, CIA

PREMIER AND PREMIER PLUS PACKAGES:Subscription packages include CPE Tracking account for each learner (university and learning plan features available as add-on modules). No expiration. Details: page 32.

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cl.thomsonreuters.com | 800.231.1860 Catalog code: CCADM25

Professional development is more than counting CPE credits. Leading firms design targeted learning curricula to give employees the skills necessary for success in every phase of their careers.

MANAGING YOUR IN-HOUSE SEMINARSReqwired learning management tools, within the Checkpoint Learning platform, guide firms through the process of offering and administering in-house learning opportunities. While robust enough for any type of learning event, our learning management system (LMS) is uniquely suited for CPE-accredited courses. Employees will value the simplicity of searching, registering for and, where applicable, launching classes through the intuitive learner interface. Administrators will value the time-saving tools for each aspect of in-house education.

SPECIAL FEATURESCOACH ACCOUNTS Checkpoint Learning can provide team leaders with direct access to their team members’ CPE information, learning plans and course registrations. A team leader, a.k.a. "coach," can receive email updates on his/her team’s CPE compliance progress, adjust a team member’s training plan as needed and receive email notifications when team members register for courses. Coach accounts are a great way to empower team leaders to actively supervise their teams’ learning.

Call or visit us online to learn more about Checkpoint Learning, powered by Reqwired tools, today!

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SELF-SERVICE COURSE REGISTRATION Learners can browse the university course calendar and register for courses or register for courses directly from email invitations. Registrants receive email confirmation with downloadable appointments that are ready for import into personal calendar software like Outlook and Lotus Notes. Other features include: • Registration caps and waitlists • Preformatted and customizable sign-in sheets • Post-course evaluations • Electronic attendance certificates • Name tags and name tents • Course material storage

BEYOND CPE COMPLIANCE Professional development is more than counting CPE credits. Leading firms design specific learning paths to give employees the tools necessary for success in each phase of their careers. Our learning path module provides firms the framework to:• Set clear learning expectations for their employees • Analyze firm-wide progress with professional development

goals

LEARNING PLAN TEMPLATES Checkpoint Learning’s LMS allows firms to design various learning plans to match levels within the organization and/or competencies they want employees to achieve. Professional development managers can assign one or more path templates to each employee, indicating target dates for course completion and whether particular learning is mandatory or optional. Firms can further use this system to: • Customize learning plans for individuals• Generate firm-wide reports to measure the degree to which

employees are meeting learning expectations

CHECKPOINT LEARNING CPE SUBSCRIPTION PACKAGESINCREASE LEARNING OPTIONS AND SAVE MONEY

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Checkpoint Learning CPE Subscription Packages provide an opportunity to save money by bundling together the learning opportunities that matter most to you and your employees.

Choose from the Premier, Premier Plus, Compliance or Professional CPE Package — all of which provide a range of learning options at significant savings.

• One low subscription price covers all CPE for the year in a variety of formats

• Packages include online and download courses, webinars, live seminars and conferences and more

• CPE tracking and compliance monitoring included• Select courses available with iPad-enabled mobile versions



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PREMIER AND PREMIER PLUS PACKAGES:Look for this icon throughout the catalog to identify the many webinars, courses and events that are included or available at a discount with your subscription!

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CPE PREMIER AND PREMIER PLUS PACKAGES

ALSO AVAILABLE:

*Per-user annual pricing applies to firms with under 50 seats; contact us for a price quote if your firm has more than 50 users. Live event discount (Premier Plus and Premier) does not combine with Early Bird or other discount offers; call 800.231.1860 for details. States with Thomson Reuters-sponsored Gear Up seminars currently include AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MO, NM, NV, NY, ND, OK, OR, VT and VA. Discount does not apply to Gear Up seminars hosted by state societies (which manage their own pricing and registration).

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If you haven’t subscribed to a Checkpoint Learning CPE Package, we invite you to take a look at how this industry-changing approach to learning can save you time and money and help keep you at the top of your game with the knowledge and skills you need to serve your clients.

ALSO AVAILABLE:

*Per-user annual pricing applies to firms with under 50 seats; contact us for a price quote if your firm has more than 50 users. Live event discount (Premier Plus and Premier) does not combine with Early Bird or other discount offers; call 800.231.1860 for details. States with Thomson Reuters-sponsored Gear Up seminars currently include AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MO, NM, NV, NY, ND, OK, OR, VT and VA. Discount does not apply to Gear Up seminars hosted by state societies (which manage their own pricing and registration).

PREMIER PACKAGEHundreds of online courses and webinars — all for $309*The Premier CPE Package provides an unprecedented range of learning options at significant savings! Includes:

• ONLINE AND DOWNLOAD COURSES. Unlimited access to Checkpoint Learning interactive online/mobile courses and down loadable self-study courses with online grading. This includes more than 460 titles, totaling 2,500+ CPE credits!

• WEBINARS. Unlimited one- to four-hour webinars (approx. 360 annual events), plus discounts on select full-day webinars.

• LEARNING MANAGEMENT. Online CPE tracking and compliance monitoring for every state board of accountancy requirement and more than 20 professional designations, including IRS EA and CFP.

• LIVE SEMINARS AND CONFERENCES. Annual discounts on 24 hours total per subscription year: 40% off Gear Up self-sponsored seminars and conferences and 25% off AuditWatch!

PREMIER PLUS PACKAGELonger webinars, deeper discounts, more features for $449*We've taken the popular Premier CPE Package and added even more in response to customer feedback! Choose Premier or Premier Plus and receive great value for the low annual subscription cost with either option. The Premier Plus CPE Package includes all of the learning options listed at left, PLUS:

• WEBINARS. Unlimited access to ALL webinars including popular full-day webinars!

• New! YEAR-END WEB-BASED CONFERENCE. Premier Plus Subscribers attend the Checkpoint Learning® Year-End Mega-Conference, a $399 value, at NO COST! Two-day web-based CPE event; see page 40 for dates and details.

• COMPETENCY MODEL. A comprehensive model for assessing, improving and connecting your CPE to tax and accounting specialties, skills and career levels.

• LIVE SEMINARS AND CONFERENCES. Now save on up to 40 hours annually per subscription from our popular seminar and conference lines (save 40% on Gear Up self-sponsored, 25% on AuditWatch).

COMPLIANCE CPE PACKAGE ($199*). Pair power with affordability! This package was designed specifically for individuals looking to meet their CPE requirements cost-effectively. The Compliance CPE Package provides firms (and individual practitioners) with the essential Checkpoint Learning components plus CPE tracking and compliance monitoring and 240+ online courses (1,400+ CPE credits).

PROFESSIONAL CPE PACKAGE ($239*). Selection plus affordability! This package was designed for those looking to meet CPE requirements cost-effectively but with a wide selection of online courses. The Professional CPE Package provides firms (and individual practitioners) with the essential Checkpoint Learning components plus CPE tracking and compliance monitoring and 310+ online courses (1,600+ CPE credits) including full library of ethics training.

NEW FEATURES FOR PREMIER AND PREMIER PLUS SUBSCRIBERS: Virtual Conferences: 45% savings — attend a virtual conference for only $199

Premier Plus Subscribers can also attend the Year-End Mega-Conference for FREE!

See following pages for details on virtual conferences.

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CHECKPOINT LEARNING VIRTUAL CONFERENCESFOR MORE INFORMATION, VISIT CL.THOMSONREUTERS.COM OR CALL 800.231.1860.

Visit cl.thomsonreuters.com to register.

Registration closes at 5:00 p.m. CST the day before the scheduled event.

This CPE is delivered in a group internet-based format.

Most virtual conferences are presented on LearnLive™; the Year-End Mega-Conference is presented on WebEx™. Both platforms allow you to view expert content and interact with the speakers.

Log on to the audio broadcast site to hear the presentation through your computer.

Presented and cosponsored by leading AuditWatch and CPEasy training experts, our virtual conferences break traditional barriers by giving you live, up-to-the-minute analysis on key topics from nationally recognized experts in the comfort of your own office!

What is a “Virtual Conference?”

A “virtual conference” is a multi-day web-based training event featuring multiple presenters and different topics. You will be able to view the presenter’s content, interact with the speakers and participate in live Q & A, making the session as applicable to your practice as it possibly can be.

Virtual Conference Features• Attend from anywhere with no travel costs• Up-to-date, relevant training• Well-known experts• Interactive



ONLINE LEARNING



ONLINE LEARNING

PREMIER AND PREMIER PLUS PACKAGES:$199 special pricing per virtual conference/per attendee for Premier and Premier Plus subscribers. Call 800.231.1860 to receive special pricing. Subscription details: page 32.

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Visit cl.thomsonreuters.com for complete and current virtual conference course information.

KEY ISSUES IN INTERNATIONAL TAXATION VIRTUAL CONFERENCEThe steady increase in economic globalization has been leading the business world into cross-border transactions that have become a significant part of their regular business activities. Not surprisingly, these transactions often generate a host of international tax issues that tend to attract the scrutiny and penalty-wielding power of the IRS. This two-day web-based International Tax Conference is designed to provide useful information and practical guidance in key areas to help practitioners of all sizes conquer the challenges of tax accounting and reporting in the international business arena.

Conference Objectives: This conference will provide you with the latest updates and analysis on key issues in international taxation affecting small and medium sized CPA firms.

Who Should Attend? Experienced managers, directors, partners — specifically those who deal with international tax matters

Sessions• Latest Developments in International Tax• Tax Compliance: 1040 NR• Structuring IP Transactions• Mexican and Canadian Tax Issues/Reform• Structuring Strategies for Inbound Investing• FATCA and Withholding Taxes• Latest Developments in International Tax — Outbound• Structuring Strategies for Outbound Investing• Foreign Tax Credits• Foreign Bank Accounts• Expatriation• Transfer Pricing

Conference Speakers: Speakers for this event will include Conference Chairman Jay Darby, CPA, JD and other nationally recognized experts.

ScheduleOctober 20 and 21 / 9:00 a.m. – 5:00 p.m. CST

PricingPrice per participant/per conference: $379 $199 for Checkpoint Learning Premier or Premier Plus subscribers or CPEasy package subscribers!

CPE InformationLevel: Update Advanced Prep: None CPE Credits: 16 : Field of Study: Tax

Platform: Presented on LearnLive

NEW: REVENUE FROM CONTRACTS WITH CUSTOMERS VIRTUAL CONFERENCERevenue from Contracts with Customers (ASU 2014-09) is the most significant change to financial reporting standards in recent years. This virtual conference provides an in-depth explanation of this new revenue recognition standard, complete with examples and implementation guidance. Conference sessions will also include discussion of the likely impact of this new standard on industries, income taxes and audits.

Conference Objectives: This conference will help you identify and apply changes to financial reporting and related services from the FASB’s new standard on revenue from contracts with customers.

Who Should Attend? Accountants, auditors and others who need to understand the impact of new revenue recognition standards on financial reporting

Sessions• Applying the Five-Step Model for Revenue Recognition• Recognizing Other Key Provisions of the New Standard• Analyzing New Presentation and Disclosure Requirements• Implementation Issues: Not-For-Profit Entities• Implementation Issues: Construction Companies• Implementation Issues: Other Industry Considerations• Tax implications of ASU 2014-09• Auditing implications of ASU 2014-09• Panel Discussion of Key Issues and Q&A

Conference Speakers: Paul Munter, CPA; Wayne Kerr, CPA; Susan Longo, CPA; Laurie Stillwell, CPA

ScheduleOctober 1 and 2 / 10:00 a.m. – 4:00 p.m. CST November 10 and 11 / 10:00 a.m. – 4:00 p.m. CST December 2 and 3 / 10:00 a.m. – 4:00 p.m. CST

PricingPrice per participant/per conference: $379 $199 for Checkpoint Learning Premier or Premier Plus subscribers or CPEasy package subscribers!

CPE InformationLevel: Intermediate Advanced Prep: Knowledge of Accounting and Auditing CPE Credits: 12 Field of Study: Accounting and Auditing, Tax



ONLINE LEARNING

PREMIER AND PREMIER PLUS PACKAGES:$199 special pricing per virtual conference/per attendee for Premier and Premier Plus subscribers. Call 800.231.1860 to receive special pricing. Subscription details: page 32

35

NEW: BIG ISSUES FOR SMALL CLIENTS VIRTUAL CONFERENCE SMALL AND PRIVATE COMPANY AUDITING AND FINANCIAL REPORTINGStaying up-do-date with new standards, risk alerts and best practices is challenging enough, but having to sift through all of the information out there to find the few nuggets that actually matter for your clients can sometimes seem impossible. This virtual conference is designed to block out the noise and focus on just the issues most likely to be important to practitioners serving smaller, private companies.

Conference Objectives: This conference will help you identify and apply technical GAAP updates, auditing considerations and practice tips for serving your small, private-company clients.

Who Should Attend? Accountants in public practice providing audit, review, compilation or accounting services for small, private companies.

Sessions• Recognizing the Issues Unique to Small, Private-Company

Engagements• The New Private Company Financial Reporting Options• Tips for Implementing SSARS 21 and Launching Your Financial

Statement Preparation Service• Independence and Small Business Assurance Services• Panel Discussion: Top Small Business Financial Reporting Issues• What You Need to Know about Internal Controls in Very Small

Company Audits• Critiquing and Improving Employee Benefit Plan Audits: A

Demonstration with Workpaper Examples• Avoiding Common Problems with Financial Statement Disclosures• So Near and Yet So Far: What Small Businesses Should Be Doing

To Get Ready for the New Revenue Recognition Standard

Conference Speakers: Pete Bieghler, CPA; Wayne Kerr, CPA; Susan Longo, CPA

Schedule September 9 and 10 / 10:00 a.m. – 4:00 p.m. CST November 5 and 6 / 10:00 a.m. – 4:00 p.m. CST PricingPrice per participant/per conference: $379 $199 for Checkpoint Learning Premier or Premier Plus subscribers or CPEasy package subscribers!

CPE InformationLevel: Intermediate Advanced Prep: Knowledge of Accounting and Auditing CPE Credits: 12 Field of Study: Accounting and Auditing


Visit cl.thomsonreuters.com for complete and current virtual conference course information.

NEW: HEALTH CARE REFORM VIRTUAL CONFERENCEGet up-to-date guidance and insight from a panel of experts on health care reform. During this two-day conference you will learn the latest on forms and calculations, tax and non-tax matters and have the opportunity to ask the experts about a variety of implementation issues. You will receive key updates on a variety of health care reform topics and learn what’s on the horizon.

Conference Objectives: This conference will provide you with the latest updates and analysis on health care reform issues.

Who Should Attend? Experienced managers, directors, partners — specifically those who deal with health care matters.

Sessions• Roundtable Discussion of Recent Developments and Key Updates• Understand the Forms and Calculations for Health Care• Update for Employers• The Tax Treatment of Health Insurance for the Partner and S Corp

Shareholder• Deep Dive on Data Capture• Ask the Experts: Frequently Asked Questions on Implementation

Issues• Roundtable Discussion of What Lies Ahead

Conference Speakers: Conference Chair John Stevko, CPA, and a team of TaxWatch, Gear Up and CPEasy Speakers

Schedule October 27 and 28 / 10:00 a.m. – 4:00 p.m. CST December 8 and 9 / 10:00 a.m. – 4:00 p.m. CST Pricing Price per participant/per conference: $379 $199 for Checkpoint Learning Premier or Premier Plus subscribers or CPEasy package subscribers!

CPE InformationLevel: Update Advanced Prep: None CPE Credits: 12 Field of Study: Tax





ONLINE LEARNING

PREMIER AND PREMIER PLUS PACKAGES:Year-End Mega-Conference is $219 for Premier subscribers or FREE for Premier Plus subscribers. Call 800.231.1860 to receive special pricing. Sunscription details: page 32.

36

NEW: 2015 YEAR-END MEGA-CONFERENCE FOR PRACTITIONERSThe new year-end mega-conference pulls together a variety of topics in accounting, auditing, tax and practice management for a truly interdisciplinary experience. Presented over two days, this conference conveniently groups the sessions into those with an accounting and auditing focus and those with a tax focus — so you can attend the whole conference or just the day that is most relevant to you.

Conference Objectives: This conference will help you to identify and apply technical issues, practice management skills and practice tips to your practice areas.

Who Should Attend? Accounting, auditing and tax professionals

SessionsDay 1• Accounting Roadmap: An Overview of the FASB's Technical Agenda; Where We've Been, Where We're Going and What It Means • Applying LEAN and Six Sigma Concepts to Improve Productivity • Internet Security Tools for Accountants • Challenging Assumptions: Using Real-World Examples to Critique and Improve Audits • Exceeding Exceptions Every Time: Mastering the Exceptional Service Technique

Day 2• Tax Savings Tips for High-Income Clients• Federal Tax Year End Round Up — What You Need to Know Now Before Busy Season• Tax Planning Strategies for Small Business• IRS Examination Issues – What’s Hot and Being Scrutinized

Conference Speakers: AuditWatch Consultants, TaxWatch Instructors and other nationally recognized experts

ScheduleNovember 19 and 20 / 9:00 a.m. – 5:00 p.m. CST December 17 and 18 / 9:00 a.m. – 5:00 p.m. CST January 19 and 20 / 9:00 a.m. – 5:00 p.m. CST

PricingPrice per participant/per conference: $219 per day or $399 for both days Checkpoint Learning Premier Subscribers: $119 per day or $219 for both days Checkpoint Learning Premier Plus Subscribers: FREE!

CPE InformationLevel: Intermediate Advanced Prep: Knowledge of Tax, Accounting and Auditing CPE Credits: 8 credits per day or 16 hours for total event Field of Study: Tax, Personal Development, Accounting and Auditing, Computer Science

Platform: Presented on WebEx™

Visit cl.thomsonreuters.com for complete and current course information.


CHECKPOINT LEARNING WEBINARSLIVE INSTRUCTOR-LED WEB-BASED EVENTS

FOR MORE INFORMATION, CALL 800.231.1860. FOR MORE INFORMATION, CALL 800.231.1860.

Checkpoint Learning Webinars are part of Practitioners Publishing Company (PPC).

PPC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

Checkpoint Learning Webinars are group Internet-based delivery method. Unless otherwise stated, no other prerequisites or advance preparation is required. For more CPE information, including descriptions, learning objectives, and administrative policies, visit cl.thomsonreuters.com.

Checkpoint Learning Webinars is an IRSapproved continuing education provider, and offers several courses that that are eligible for credit for IRS PTIN holders (including Enrolled Agents).

Checkpoint Learning Webinars offer hundreds of webinars each year on the topics of most importance to you taught by nationally recognized experts.

• Topics covered include: accounting and auditing current developments, audit quality and efficiency, ethics, business and financial management, personal development, practice efficiencies using PPC Tools, specialized industry, tax, technology and Yellow Book

• Webinars are priced per participant per webinar at $69 for one hour, $89 for two hours, $139 for four hours or all day for $189 (Quantity Discount available)

• Also available: customized webinars designed exclusively for your firm (call 800.387.1120 for details)

All webinars are Level: Update and Advanced Prep: None. Visit cl.thomsonreuters.com for more CPE information. Webinars are presented on WebEx™ and offer optional audio broadcast directly through your computer. Registration closes at 5:00 p.m. CST the day before the event.

WEBINARS SEE BOTTOM OF PAGE FOR DETAILS.

PREMIER AND PREMIER PLUS PACKAGES: Premier packages include UNLIMITED access to all one to four hour Checkpoint Learning webinars; Premier Plus packages include UNLIMITED access to all Checkpoint Learning webinars, including full-day. No expiration. Details: page 32.

QUANTITY DISCOUNT: Use offer code WEBINARBUND15 to save 10% when you purchase three or more in a single transaction for the same attendee.


SEPTEMBER 2015 — SCHEDULED WEBINARS More information and up-to-date schedule: cl.thomsonreuters.comMon Tues Wed Thu Fri

1

9 a.m.: Performing Efficient Audits of Employee Benefit Plans (8 hrs)

12 p.m.: Strategic Leadership in the Public Accounting Environment (2 hrs)

2

12 p.m.: Independence: An Essential Review for CPAs in Public Practice (2 hrs) 2 p.m.: Implementing SSARS 21: The New Compilation, Review and Preparation Standards (2 hrs)

3

10 a.m.: Unique Audit Issues Related to Health and Welfare Benefit Plans (2 hrs)

4 10 a.m.: PPC 101: Making the Most of the Methodology (2 hrs) 12 p.m.: Data Visualization and Mapping Tools for Accountants (2 hrs)2 p.m.: SMART Tools: Risk Assessment (2 hrs)

7 8 9 12 p.m.: Special Purpose Framework: Compilation and Review (2 hrs)

2 p.m.: Perfecting Analytical Procedures (2 hrs)

10 12 p.m.: Power of Efficiency Case Study: Common Deficiencies in Auditing a Government Entity (2 hrs)

2 p.m.: Power of Efficiency Case Study: Common Deficiencies in Auditing a Nonprofit Entity (2 hrs)

11 9 a.m.: Government and Nonprofit Update (8 hrs)

12 p.m.: Leading Effective Web-Based Meetings (2 hrs)

14 15

9 a.m.: Compilations, Reviews and Preparations — Comprehensive Guidance Including Implementation of the New SSARS 21 Standards (8 hrs) 12 p.m.: Quarterly SEC and PCAOB Update Q3 (1 hr)

16

10 a.m.: Health Care Reform Issues for Employers (2 hrs)

12 p.m.: The Mobile Web for Accountants (2 hrs)

17

9 a.m.: Federal Tax Update (8 hrs)

18

9 a.m.: S Corporations — From Formation to Liquidation (8 hrs) 12 p.m.: Supreme Court Cases on Taxation You Should Know About (2 hrs) 2 p.m.: Auditor’s Reports — What You Need to Know about New Language in Standard and Modified Reports (2 hrs)

2112 p.m.: Monthly Tax Alert (2 hrs) 2 p.m.: Entity Conversions: Opportunities and Pitfalls (2 hrs)

22 10 a.m.: What You Should Know About Form 1040 NR (2 hrs)

23 10 a.m.: Miscellaneous Other Deductions — Not Exactly Insignificant (2 hrs)

12 p.m.: Adjustments to Income — So Many and Always Better Than Itemized Deductions (2 hrs) 2 p.m.: Special Tax Issues for Senior Citizen Clients (2 hrs)

24 9 a.m.: Understanding Health Care Reform — How the New Laws Impact Employers and Individual Taxpayers (8 hrs)

10 a.m.: Windows 10 Preview (2 hrs)

25 10 a.m.: How Healthcare Reform Impacts Your Clients (2 hrs)

12 p.m.: Tax Compliance and Planning Issues for the LGBT Community (2 hrs)2 p.m.: Capital Gain or Ordinary Income (2 hrs)

28 12 p.m.: Introduction to Fiduciary Taxation (2 hrs)

12 p.m.: : New Regulations — Capitalization or Repairs plus a discussion of Partial Asset Dispositions (2 hrs)

29 10 a.m.: Tax Planning for U.S.-Canada Cross-Border Transactions (2 hrs)

12 p.m.: Monthly Accounting Alert (1 hr) 1 p.m.: Monthly Corporate Tax Update (1 hr) 2 p.m.: Revenue from Contracts with Customers: An Overview of the New Standard (2 hrs)

30

9 a.m.: Accounting and Auditing Update (8 hrs) 12 p.m.: S Corp Update (2 hrs) 2 p.m.: Passive Activities — Increased Scrutiny on IRC 469 (2 hrs)

Times shown are Central Standard

(CST)



PREMIER AND PREMIER PLUS PACKAGES: Premier packages include UNLIMITED access to all one to four hour webinars; Premier Plus packages include UNLIMITED access to all webinars, including full-day. No expiration. Details: page 30.

QUANTITY DISCOUNT: Use offer code WEBINARBUND15 to save 10% when you purchase three or more in single transaction for the same attendee.


Please note that nearly all tax titles are eligible for IRS PTIN holders’ CE credit. Visit cl.thomsonreuters.com for more detailed information.


PREMIER AND PREMIER PLUS PACKAGES: Premier packages include UNLIMITED access to all one to four hour Checkpoint Learning webinars; Premier Plus packages include UNLIMITED access to all Checkpoint Learning webinars, including full-day. No expiration. Details: page 32.

QUANTITY DISCOUNT: Use offer code WEBINARBUND15 to save 10% when you purchase three or more in a single transaction for the same attendee.

OCTOBER 2015 — SCHEDULED WEBINARS More information and up-to-date schedule: cl.thomsonreuters.comTues Wed Thu Fri SAT

1 12 p.m.: Avoiding Common Errors with Special Purpose Framework (OCBOA) Reporting and Disclosures (2 hrs) 2 p.m.: Excel Best Practices (2 hrs)

2

12 p.m.: LinkedIn for Accountants (2 hrs) 2 p.m.: Creating Engaging PowerPoint Presentations (2 hrs)

3

6

9 a.m.: Audit Sampling: A Comprehensive Guide to Effective and Efficient Sampling in Tests of Details and Tests of Controls (8 hrs) 12 p.m.: Monthly Accounting Alert (1 hr)1 p.m.: Monthly Corporate Tax Update (1 hr)

7

12 p.m.: Professional Ethics for Accountants — A Comprehensive Update (2 hrs)

8

9 a.m.: Accounting and Auditing Update (8 hrs) 12 p.m.: Power of Efficiency Case Study: Understanding a Nonprofit Financial Statement (2 hrs) 2 p.m.: Power of Efficiency Case Study: Understanding a Government Financial Statement (2 hrs)

9

9 a.m.: Partnerships and LLC(s) — From Formation to Liquidation (2 hrs) 12 p.m.: Revenue from Contracts with Customers: An Overview of the New Standard (2 hrs)

10

13

9 a.m.: Fraud Detection: An Accountant’s Consideration of Fraud in the Preparation of Financial Statements and Tax Returns (8 hrs)10 a.m.: Data Security and Privacy (2 hrs) 12 p.m.: Identity Theft — An Ongoing Threat (2 hrs)

14

10 a.m.: Cloud Computing Made Easy for CPAs (2 hrs)12 p.m.: Budgeting and Forecasting for Financial Professionals (2 hrs) 2 p.m.: Delegating for Results (2 hrs)

15

9 a.m.: Operational Finance for Accounting Professionals (8 hrs)

16

10 a.m.: Monthly Tax Alert (2 hrs) 12 p.m.: New Regulations — Capitalization or Repairs Plus a Discussion of Partial Asset Dispositions (2 hrs) 2 p.m.: Divorce — Financial Planning and the Marital Settlement (2 hrs)

17

20 21

10 a.m.: Living and Dying with an S Corporation (2 hrs)

22

9 a.m.: Performing Effective and Efficient Single Audits (8 hrs) 12 p.m.: Travel, Entertainment and Auto Expense (2 hrs) 2 p.m.: Medical Costs — Making Medical Care Less Painful by Maximizing the Tax Benefits (2 hrs)

23

12 p.m.: Charitable Contributions: Not Nearly as Simple as it May Sound (2 hrs) 2 p.m.: Quarterly SEC and PCAOB Update — Q4 (1 hr)

24

9 a.m.: Federal Tax Update (8 hrs)

27

10 a.m.: How Healthcare Reform Impacts Your Clients (2 hrs)

28

10 a.m.: Health Care Reform — The Individual Mandate (2 hrs)2 p.m.: Mastering the OID and Below Market Loan Rules to Avoid Phantom Income Surprises (2 hrs)

29

2 p.m.: Debt Basis — Limits and Opportunities for S Corporations and Partnerships (2 hrs)

30

12 p.m.: Tax Compliance and Planning Issues for the LGBT Community (2 hrs)

Times shown are Central Standard

(CST)

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ONLINE COURSES

42

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Understanding and Analyzing Financial Statements

ACCOUNTING, GOVERNMENTALGASB 34: Basic Financial Statements for State and Local Governments

GASB Statement No. 54: Fund Balance Reporting and Governmental Fund*

Government Accounting Principles ADMINISTRATIVE PRACTICEA Complete Guide to Investing Personal Financial Planning AUDITINGAnalytical Fraud Detection Audit Sampling Auditing Developments Auditor's Response to Fraud Risk Assessment

COSO 2013 Clarified Standards and Statements*Clarity Project: Significant Changes to Auditing Standards

Compilation and Review Computer Fraud: Detection and DeterrenceEmployee Benefit Plans II: Auditing Considerations

Forensic Accounting: An Overview Fraud Auditing and Investigation Fraud: Who Commits It and Why Does It Occur?

Fraud I: Prevention Fraud Auditing and Investigation Improving Analytical Procedures*Information Technology Auditing

ACCOUNTING2014 FASB Update Accounting and Auditing Real Estate Transactions

Accounting Changes and Error Corrections Accounting for Derivatives and Hedging Activities

Accounting for Farms and Ranches Accounting for Income Taxes Accounting for Investments in Debt and Equity Securities

Accounting for Investments; Equity Method, Including Consolidations

Accounting for Leases Accounting for Liabilities Accounting for Pensions Accounting for Share-Based Compensation Accounting for Uncertainty in Income Taxes — FASB ASC: 740-10

Accounting Overview for Tax Professionals Activity-Based Costing (ABC) Analysis of the Corporate Annual Report ASC: Codification of Standards*Balance Sheet and GAAP Reporting Bar and Restaurant Financial Statement Presentation Including Measurement and Disclosure Issues

Business Combinations, Goodwill and Other Intangible Assets

Cash Flows (FASB ASC 230) Comprehensive Income Credit and Collections Management Current Developments — Accounting and Financial Reporting

Earnings per Share (FASB ASC 260) Employee Benefit Plans I: Accounting Principles

Fair Value Measurement: An Introduction to Fair Value Measurements and Disclosures (FASB ASC 820)

Financial Management: Budgeting and Forecasting

Financial Management Overview Financial Statement Disclosure: Common Issues

GAAP Guide: Advanced Topics GAAP Guide: Income Statement and Financial Analysis

GAAP Guide: The Balance Sheet GAAP Reporting: Revenue and Expenses New!

IFRS and a Comparison with U.S. GAAP IFRS for Non-CPAs*Impairment or Disposal of Long-Lived Assets (ASC 360-10)

International Financial Reporting Standards (IFRS) Update

Introduction to Bank Auditing and Accounting: I

Introduction to Bank Auditing and Accounting: II

Introduction to Financial Reporting Framework for Small- to Medium-Sized Entities*

Introduction to International Financial Reporting Standards

Introduction to SEC Reporting Managing an Accounting Department Non-GAAP Financial Measures New! Other Topics for the Equity Method and Consolidations and Joint Ventures

Preparing Personal Financial Statements*Real Estate Financing and Investment Revenue and Expenses and GAAP Reporting*Revenue Recognition: An Overview of Changes

Revenue Recognition: Fundamentals Revenue Recognition: Rules and Standards Review of Accounting for Certain Liabilities SEC Initial Public Offerings (IPOs): An Introduction

SEC Reporting and Registration Requirements and Accountant Comfort Letters New!

SEC Reporting Updates Segment Accounting and Reporting SSARS 21: Comprehensive Analysis of the Compiliation and Revew Standards New!

Sustainability Accounting and Reporting Uncommon Reporting Items, Statement of Cash Flows and Tax Basis Financial Statements New!

*Available in download and online format only (all other titles are optimized for iPad mobile use as well).

Non-GAAP Financial Measures New! 4 CPE Credits | Accounting and Auditing $64 or FREE with Premier or Premier Plus

This course provides an overview of non-GAAP financial measures. It explains an overview of common non-GAAP measures along with their advantages and disadvantages, reporting requirements associated with such measures and the view from various standards setting bodies. It concludes with examples of how non-GAAP measures have been used by various companies.

SSARS 21: Comprehensive Analysis of the Compilation and Review Standards New! 8 CPE Credits | Accounting | $120 or FREE with Premier or Premier Plus

The purpose of this course is to inform the reader of the various changes made to the entire compilation and review codification by SSARS No. 21. The course addresses all three types of engagements that can be performed under the SSARSs including: a preparation of financial statements engagement, a compilation engagement and a review engagement.



ONLINE COURSES

43


Internal Control and Fraud DetectionInternal Controls for Auditors and Managers: Evaluation

Introduction to Audits of Inventory*Introduction to Fraud Auditing Introduction to Fraud Symptoms and Detection

Investment Fraud: Ponzi Schemes and Advance Fee Fraud

Investment Fraud: Prime Bank Fraud, Promissory Note Fraud and Broker Fraud

Journal Entry Testing — Applying SAS No. 99 Overview of SSARS No. 21 PCAOB AS No. 5: Audit of the Effectiveness of Internal Control Over Financial Reporting New!

PCOAB Auditing Standards: Communications with Audit Committees New!

PCOAB Auditing Standards: Risk and Materiality During Planning and Performing an Audit New!

PCOAB Auditing Standards: Supervision, Evidence, Supplemental Information and Evaluation of Results New!

PCAOB Audits: Gathering Evidence and Completing the Audit New!

PCAOB Audits: Internal Control Stage New!

PCAOB Audits: Planning and Risk Assessment Stage New!

PCAOB Standards*Practice Issues — Compilation and Review Update*

Risk Assessment: Planning of a Financial Statement Audit

SAS 99: Consideration of Fraud in a Financial Statement Audit

The Detection and Prevention of Fraud in Financial Statements*

The Fraud of Identity Theft Transitioning to the 2013 COSO Internal Control Framework: An Overview*

AUDITING, GOVERNMENTALAudits of State and Local Governmental Units

Audits of States, Local Governments and Non-Profit Organizations

GAO Standards: Yellow Book OMB Circular A-133: The Single Audit BUSINESS LAWAvoiding Post-Retirement Insolvency Bankruptcy Law*Foreclosure LawHarassment: Response, Prevention and Protection

Why Is Employment Law So Complicated? BUSINESS MANAGEMENT AND ORGANIZATIONAdvising and Consulting to the Small Business

Benchmarking Strategies: A Tool for Profit Improvement

Cash Flow: Managing the Lifeblood of the Organization

The Executive Dashboard: Management with Metrics

Financial Statement Analysis for Profit Improvement

How to Write a Business Plan I Am Supposed to Supervise These People*Management Accounting: Tools for Making More Effective Business and Operating Decisions

Project Management Essentials for the CPA Techniques of Financial Analysis, Modeling, and Forecasting

COMMUNICATIONSPowerful Presentations: How to Build and Deliver

COMPUTER SCIENCECyber Security to Protect Your Company and Your Clients

Getting Started with Microsoft Excel 2007 Getting Started with Microsoft Excel 2010 Getting Started with PowerPoint 2010 with Lots of Tips and Tricks

Getting Started with Windows 8 New! Microsoft Access 2010: Introduction to Access 2010 with Lots of Tips and Tricks

Microsoft Excel 2007: Working with Formulas and Functions with Lots of Tips and Tricks

Microsoft Excel 2007: Creating and Formatting Charts with Lots of Tips and Tricks

Microsoft Excel 2007: Moving, Copying and Filling Cells with Lots of Tips and Tricks

Microsoft Excel 2007: Useful Functions for CPAs with Lots of Tips and Tricks

Microsoft Excel 2010: Creating and Formatting Charts with Lots of Tips and Tricks

Microsoft Excel 2010: Working with Formulas and Functions with Lots of Tips and Tricks

Microsoft Excel 2013: Getting Started with Excel Using a Touchscreen New!

Microsoft Excel 2013: Working With Data Ranges and Tables New!

Microsoft Excel 2013: Creating and Formatting Charts

Microsoft Excel 2013: Getting Started with Excel

Microsoft Excel 2013: Getting Started with PivotTables and PivotCharts

Microsoft Excel 2013: Useful Functions for CPAs

Microsoft Excel 2013: Working with Formulas and Functions

Microsoft PowerPoint 2007: Getting Started With PowerPoint 2007 with Lots of Tips and Tricks

Microsoft PowerPoint 2013: Getting Started with PowerPoint

Microsoft Word 2007: Getting Started with Word 2007 with Lots of Tips and Tricks

Microsoft Word 2010: Getting Started with Word with Lots of Tips and Tricks

Microsoft Word 2013: Getting Started with Word 2013

QuickBooks Pro 2012 QuickBooks Pro 2013 QuickBooks Pro 2014


An Introduction to myRAs New! 2 CPE Credits | Accounting $69 or FREE with Premier or Premier Plus

Aimed at low- and middle- income Americans who do not have access to employer-sponsored retirement plans, the myRetirement plan (myRA) was introduced in January, 2014 by the President of the United States and the U.S. Treasury Department. Employers are being aggressively encouraged to offer the program. This retirement plan is not administered by employers nor do they contribute to the accounts, but they do have to process direct deposit payroll in order for their employees to participate. There are limitations and restrictions. This course introduces the legislation for the myRA and spells out the limitations and restrictions. Further, this course provides a background on why Social Security income as one’s sole retirement plan is not a good plan at all. This course concludes with step-by-step instructions on setting up a myRA account.

Catalog code: CCADM25 cl.thomsonreuters.com | 800.231.1860


ONLINE COURSES

44


FINANCE101 Financial Solutions: Diagnosis and Remedy

An Introduction to myRAs New! Capital Budgeting Capital Budgeting and Management Financing Options for Business MANAGEMENT ADVISORY SERVICESA Practical Guide to Mergers, Acquisitions and Divestitures

Cost Management: Accounting and Control*How to Start a Business•Total Cash Management PERSONAL DEVELOPMENTBottom-Line LeadershipDelegating to Financial Employees Effective Writing for Accountants Essential Coaching Skills*Influencing People in Organizations: The Leadership Imperative Overview and Basic Concepts

Introverts and Extroverts at Work Meetings that Matter Moral Leadership and Character Development

Retirement Planning for Expatriates to Central Americans New!

REGULATORY ETHICS2015 Ethics for Virginia CPAs New! 2015 Ethics for Washington CPAs 2015 Personal and Professional Ethics for North Carolina CPAs

California Rules and Regulations Colorado Rules and Regulations CPAs and Independence Ethics for Alaska CPAs Ethics for Arkansas CPAs Ethics for Attest Firms Ethics for Attest Firms and Tax Professionals Ethics for California CPAs Ethics for Certified Financial Planner™ Certificants

Ethics for Colorado CPAs Ethics for Connecticut CPAs Ethics for CPAs Ethics for CPAs and Tax Professionals Ethics for Delaware CPAsEthics for District of Columbia CPAs Ethics for Enrolled Agents Ethics for Georgia CPAs Ethics for Guam CPAs Ethics for Idaho CPAS Ethics for Illinois CPAs Ethics for Indiana CPAs

Ethics for Iowa CPAs Ethics for Kansas CPAs Ethics for Kentucky CPAs Ethics for Maine CPAs Ethics for Maryland CPAs Ethics for Massachusetts CPAs Ethics for Michigan CPAs — Part I Ethics for Michigan CPAs — Part II Ethics for Minnesota CPAs Ethics for Mississippi CPAs Ethics for Missouri CPAs — Part I Ethics for Missouri CPAs — Part II Ethics for Montana CPAs Ethics for Nebraska CPAs Ethics for Nevada CPAs Ethics for New Hampshire CPAs Ethics for New Mexico CPAs Ethics for New York CPAs Ethics for New York Tax Professionals Ethics for Ohio CPAs Ethics for Oklahoma CPAs Ethics for Oregon CPAs Ethics for Pennsylvania CPAsEthics for Rhode Island CPAs Ethics for South Carolina CPAs*Ethics for Tax Professionals Ethics for Tennessee CPAs (2 hrs.) Ethics for Vermont CPAs Ethics for West Virginia CPAs Ethics for Wyoming CPAs Independence — An Overview for Attest Firms Independence and Attest Firms Independence for CPAs — An Overview Independence, Integrity and Objectivity Oregon Rules and Regulations Personal and Professional Ethics for Florida CPAs

Personal and Professional Ethics for Louisiana CPAs

Personal and Professional Ethics for Texas CPAs

Personal and Professional Ethics for Texas CPAs (Video)

Professional Ethics for Arizona CPAs Professional Ethics for Arizona CPAs (2 hrs.)

Professional Ethics for Hawaii CPAs SPECIALIZED KNOWLEDGE AND APPLICATIONSAccounting Apps for Your Business New! Cloud Computing: Doing Business in the Cloud

CPAs’ Role in Mediation Introduction to Business Valuation and Use of Comparables

Introduction to Investment Companies Introduction to the Food and Beverage Industry

Introduction to Securities Broker/Dealers Introduction to the Health Care Industry Introduction to the Media Industry Introduction to the Pharmaceutical IndustryNegotiating Skills for CPAs*Not-for-Profit AccountingSocial Media to Market Your Business Spreadsheet Best Practices: Roadmap to Reduced Risk

Storage Strategy in the Cloud Technology Add-Ons to Increase Productivity New!

Valuation Methods: Statement on Standards for Valuation Services No. 1

Valuation Methods: The Normalization of Earnings

Valuation Methods: The Income Approach Valuation Methods: The Adjusted Net Assets Method

Valuation Methods: The Excess Earnings (Treasury) Method

What Happens When Baby Boomers Retire New!

TAXES49 Tax-Cutting Moves for Small Businesses and Their Owners New!

2014 Invdividual Tax Overview 2014 Individual Tax Update 2014 Specialized Tax Update 2014 Corporate Tax Update 49 Ways to Reduce Taxes for Individuals and Make Them Clients for Life

Alternative Minimum Tax An Overview of Abusive Tax Trusts Asset Protection — Tax and Financial Aspects Benefits and Disadvantages of Health Savings Accounts

C Corporations: Income Tax Reporting C Corporations: Overview of Corp. Income Tax C Corporations: Tax Depreciation and Amortization

Capitalization of Tangible Assets Regulations

Capital Gains and Losses Changing Accounting Methods Choosing the Right Entity and Getting Cash Out of It

Claiming Medical Expenses for Baby Boomers




ONLINE COURSES

45


Introduction to Partnerships and LLCs Introduction to the Tax Increase Prevention Act of 2014

IRAs: Contributions IRAs: Distributions LIFO Inventory Method LLCs and LLPs: Rules for Limited Liability Entities

Maximizing Deductions for College Bound Families New!

Multistate Taxation Net Investment Income Tax

Obamacare: Employer Mandate Obamacare: Individual Mandate

Oil and Gas Taxation: Depreciation and Depletion

Oil and Gas Taxation: Operations, Unit of Property and Development

Oil and Gas Taxation: Subleases, Sales, Production Payments and Sharing Arrangements

Partnership Taxation: Advanced Partnership Taxation: Fundamentals Partnerships and LLCS: Large Clients Partnerships: Large Clients Passive Losses Purchasing and Selling a Business Real Estate Investment Trusts: An Overview Real Estate Taxation for Owners and Operators: Major Topics

Repairs or Capitalize? Representing Taxpayers Before the IRS Residential Real Estate: Income and Expenses

Residential Real Estate: Installment Sales Residential Real Estate: Passive Activity and At-Risk Rules

Retirement Income Taxation S Corporations S Corporations: Pass Through Items and Basis Adjustments

Small Business Schedule C and F Expenses Social Security and Medicare Benefits: An Overview

State and Local Taxes Subchapter C: Distributions and Redemptions

Subchapter C: Fundamentals of Corporate Taxation

Tangible Property Regulations: What to Do Now and What to Do Next

Tax Accounting Methods and Periods Tax Considerations for Members of the Clergy New!

Commercial Bank Taxation and Regulatory Issues: Introduction

Community Property Taxation Consolidated Tax Returns: Advanced Topics

Consolidated Tax Returns: Introduction Consolidations for Large Clients: Net Operating Losses and Intercompany Transactions

Corporate Tax Update Corporate Taxation Depreciation: Modified ACRS Employee Benefit Plans: Introduction Employment Tax Audits Entity Comparisons Estate Planning for the Small and Midsized Estate

Estate Planning II: The Large Estate Estates and Trusts Federal Estate Taxation Federal Gift Tax (and the GST Tax) Fiduciary Income Distribution and Beneficiary Taxation

Fiduciary Law and Accounting Mechanics Fiduciary Taxation Introduction Financial Planning for Higher Educ. Costs Fundamentals of International Tax I: Subpart F and CFCs

Fundamentals of International Tax II: Foreign Tax Credit and the FPHCo

Individual Income Tax: Depreciation Individual Income Tax: Above-the-Line Deductions

Individual Income Tax: Capital Gains, Pass-Through Income and Other Income

Individual Income Tax: Earned Income Individual Income Tax: Itemized Deductions Individual Income Tax: Overview Individual Income Tax: Schedule C, E and F Expenses

Individual Income Tax: Taxes, Credits and Penalties Individual Tax Planning for Your Client's Well Being

Interest Deduction Rules International Taxation: Foreign Account Tax Compliance Act (FATCA)

International Taxation: Foreign Investment in U.S. Real Estate

International Taxation: Inbound Transactions I

International Taxation: Inbound Transactions II

International Taxation: Outbound Transactions

Tax Issues for Divorced Individuals and Blended Families

Tax Strategies for Middle-Income Households New!

Tax Planning for Retirement Wealth Tax Planning for Young Families Tax Practice and Procedure: Fundamentals — Tax Resolution and Solving IRS Issues

Tax Refund Fraud Perpetrated by Identity Theft New!

Tax Research II: Court Interpretations and Citator

Tax Research: Case Analysis Tax Research: Tax Law and Treasury Interpretations

Tax Research Using an Online Platform Tax Strategies for Clients During their Golden Years

Tax Strategies for Nontraditional Couples The Ultimate Guide to Retirement Planning Transfer Pricing Fundamentals Travel, Entertainment, Gift and Transportation Expenses

Understanding Schedules M-1 and M-2 on Forms 1120 and 1120S

Uniform Capitalization Rules Value Added Tax (VAT) A Global View


49 Tax-Cutting Moves for Small Businesses and Their Owners New! 9 CPE Credits | Taxation | $126 or FREE with Premier or Premier Plus

Covers some of the best tax-reduction strategies available to small business entities and their owners. Included are strategies for sole proprietorships, husband-wife businesses, partnerships, LLCs, LLPs and corporations. Also included are strategies to deal with the 3.8% net investment income tax (NIIT) and the new $100 per-employee per-day penalty on employer payments and reimbursements to cover employee individual health policy premiums. Strategies are explained in plain English with plenty of examples where necessary. This course will help you find more ways to save taxes for your small business clients and help you to implement the necessary tax-planning steps.

SELF-STUDY COURSESPRINT-BASED CPE COURSES

FOR MORE INFORMATION, VISIT CL.THOMSONREUTERS.COM OR CALL 800.231.1860.

Practitioners Publishing Company (PPC) is registered with the National Association of State Boards of Accountancy (NASBA) as sponsors of continuing professional education on the National Registry of CPE Sponsors. Both MicroMash and PASS Online have been approved for QAS Self Study delivery. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

For all taxation and other applicable subjects, PPC is a registered California CTEC Provider for self-study only. See website for specific courses.

PPC Self-Study courses are self-study method. Unless otherwise stated, no other prerequisites or advanced preparation are required. For more CPE information, including descriptions, learning objectives, and administrative policies, visit cl.thomsonreuters.com.

PPC is an IRS-approved continuing education provider, and offers several courses that are eligible for credit for IRS PTIN holders (including Enrolled Agents).

Self-Study Courses allow you to learn on your own time and at your own pace.

PPC Self-Study Courses relate directly to the guides you use every day and are available in both print and electronic forms.

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SELF-STUDY

RIA® SELF-STUDY COURSES PRESENTED IN PARTNERSHIP WITH PPCRELY ON RIA’S MUST-HAVE FEDERAL TAX REVIEWThe RIA Federal Tax Review 2016 CPE course is comprised of three parts: Individual Taxes (8 credits), Business Taxes (10 credits) and Special Situations (9 credits). A general refresher in federal taxation, this course will reinforce basic tax law interpretations and keep you up-to-date on the most important changes for both the 2015 and 2016 tax years. Grading fee of $95 for each module with discounts available if you complete two or all three modules — see website for details.

QUICKFINDER SELF-STUDY COURSES1040 INCOME TAX PREPARATION DT1TG14 | 10 CPE | BASIC | $89

FOR: ALL TAX PROFESSIONALS INCLUDING CPA, EA, CTEC, CFP*

Based on the guidance found in the popular PPC Tax Deskbook Series, this course focuses on the preparation of individual tax returns and utilizes a key issue approach in covering such topics as: filing status, exemptions, income and adjustments, personal deductions, tax calculations and tax planning opportunities.

*CFP credits for self-study are half the amount listed for each title.

ETHICS FOR TAX PROFESSIONALSDERTG14 | 2 CPE | BASIC | $39

FOR: ALL TAX PROFESSIONALS INCLUDING CPA, EA, CTEC

Understand rules and regulations governing the tax profession and the practical application of these rules in the daily operation of tax professionals’ businesses. Covers IRS and AICPA requirements and standards. Meets two-hour ethics requirement for EAs.

The above courses and all PPC Guide-related self-study courses are available as downloadable PDFs at cl.thomsonreuters.com.

PPC SELF-STUDY COURSESCPE RELATED TO PPC GUIDE TOPICS AND AVAILABLE TO SUPPLEMENT GUIDE USEWhat better way to meet your CPE requirements than to take courses related to the guidance you use every day? The following guides include related self-study CPE courses to optimize your use of the PPC approach and earn credit. Online grading is available through the Checkpoint Learning platform and provides real-time results! For more CPE information, visit cl.thomsonreuters.com or call 800.231.1860. Unless otherwise noted, all courses are available in both print and electronic formats.

• Audit Risk Assessment ‡• Auditor’s Reports• Audits of Employee Benefit Plans• Audits of Financial Institutions ‡• Audits of Local Governments*• Audits of Nonprofit

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PPC SPECIALTY SELF-STUDY COURSESPPC brings you the following self-study courses dealing with recent developments in the industry!

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