Our 2009 CPE & Ski Conference is hosted by the Colorado Society of CPAs in conjunction with the following 26 other State CPA Societies:
Arizona Society of CPAs - Arkansas Society of CPAS - Connecticut Society of CPAs Florida Institute of CPAS - Georgia Society of CPAs - Hawaii Society of CPAs
Kentucky Society of CPAs - Society of Louisiana CPAs - Massachusetts Society of CPAs Michigan Association of CPAs - Minnesota Society of CPAs - Mississippi Society of CPAs Nevada Society of CPAs - North Dakota Society of CPAs - Ohio Society of CPAs Oklahoma Society of CPAs - Oregon Society of CPAs
The 2009 Multi-state CPE & Ski Conference supported by twenty-seven state CPA societies is pleased to bring you the very best CPE & Ski Conference at the number one snow ski resort in the United States - Vail, Colorado. The Conference features six 4-hour sessions on a wide variety of today’s most popular CPE topics. The six CPE instructors rank among the top CPE instructors in the United States.
Conference Schedule:
Conference Information:
Objective: To provide CPAs with practical, updated information on the most common issues in the areas of accounting, auditing, tax, and computer technology.
Designed for: CPAs in public practice, industry, government, and education.
Prerequisite: Basic understanding of each of the topics covered.
Level: Update, All levels
Developer: K2 Enterprises
CPE Credit: Sessions are offered in 4-hour blocks over a three day period with a total of 24 CPE hours possible. Minimum of 8 hours.
Conference Fees: 8 CPE hours - $160
12 CPE hours - $240 Payment is due at
16 CPE hours - $320 time of registration!
20 CPE hours - $400
24 CPE hours - $480
How to Register: Please contact the Colorado Society of CPAs at 303.773.2877
About Lion Square Lodge:
Lion Square Lodge and Conference Center presents you with a premier ski/in ski/out resort in the heart of the Colorado Rockies. Just outside the door is Vail’s only gondola and the Born Free Express high-speed quad lift. The famous shops, restaurants, and nightlife of Vail and Lionshead are an easy walk from the property. Each Lodge Room includes a small refrigerator and coffee maker. All condos include a fireplace, fully equipped kitchens, electric barbecue grills, and balconies offering dramatic views of the surrounding Rocky Mountains.
For more information regarding Vail, please visit www.vail.com.
Conference Topic Descriptions:
Federal Tax Update for Income and Estate Taxes
Monday, January 12, 2009, 7:30 – 11:00 a.m. – Presented by:
The very latest in Federal income tax information. What tax benefits were extended and for how long: rates on dividends and long term capital gains. What will pay for it: kiddie tax and Roth IRA conversions. Updates on important tax cases decided in 2007 and what is hot with the IRS.
Accounting and Auditing Update
Monday, January 12, 2009, 4:10 – 7:40 p.m. - Presented by: Craig Silva, CPA
Learn how most recent changes in GAAP and GAAS will impact Financial Statements and audits. This session is designed to accommodate the needs of auditors, accountants performing compilations and reviews, as well as business owners and financial officers.
Security - Risks, Responsibilities and Solutions
Tuesday, January 13, 2009, 7:30 - 11:00 a.m. - Presented by: William Fleenor, CPA.CITP, PhD.
In the past, keeping company and client information secure was primarily an ethical consideration. Today it is much more a legal issue. With the advent of Sarbanes-Oxley, state security breach notification laws, HIPAA, and other legislation, the penalties for failure to act with due diligence can result in stiff criminal penalties. This session is designed to provide participants an understanding of (1) the security risks they face in managing confidential information, (2) their responsibilities with respect to making sure this information is kept secure and confidential, and (3) practical solutions for fulfilling their responsibilities.
Excel PivotTables
Tuesday, January 13, 2009, 4:10 – 7:40 p.m. – Presented by: Val Steed, CPA.CITP, MA
PivotTables are the most powerful feature of Excel, yet few accountants use them in their day-to-day activities. For some, PivotTables are too intimidating. For others, PivotTables are unknown. With a little instruction and guidance, you will be using PivotTables to accomplish routine analysis and reporting. We will begin with basic PivotTables and progress to advanced PivotTable topics. Topics covered will include drag and drop pivoting, grouping and ungrouping, calculated fields, drill down to underlying details, consolidated PivotTables, and PivotTables dynamically linked to external databases .
Technology Update
Wednesday, January 14, 2009, 7:30 - 11:00 a.m. - Presented by: Randy Johnston, M.C.S., MCP
There have been a tremendous number of hardware and architecture changes this year from servers to workstations, as well as new innovations in peripheral devices like mice and keyboards. Learn the latest on buying strategies and determining exactly what your business needs in order to not be left behind!
Personal Productivity Tools
Wednesday, January 14, 2009, 4:10 - 7:40 p.m. - Presented by: Tommy Stephens, CPA.CITP
Technology is about productivity… are you taking full advantage of the technology at your disposal to be as productive as you can be? This session is designed for accountants who need to work faster and better. It covers tools that can be used to improve personal productivity, enhance the quality of work products, and reduce the risk of errors. The tools covered in this session were chosen both because they have great potential to help you improve your productivity and because they are commonly underutilized. Tools covered include Microsoft Exchange Server, SharePoint Services, Desktop Search Tools, Groove, WebEx, GoToMeeting, Adobe Acrobat, OneNote, and many more. If you’re not as productive with today’s technology as you feel you should be, be sure to reserve time on your calendar for this “can’t miss” session.
About Conference Instructors:
William C. Fleenor, CPA.CITP, PhD
- Past Chair of the AICPA’s National Microcomputer Conference
- Published articles in the Journal of Accountancy & CPA Journal
- Winner of the AICPA “Accounting Educator of the Year Award”
- Winner of the Louisiana Society of CPA’s “Discussion Leader of the Year” Award
Val D. Steed, CPA.CITP, MA
- 1995 Chair - AICPA’s National Technology Conference
- Four-year member - AICPA’s Information Technology Executive Committee
- Three-year recipient - AICPA’s Outstanding Discussion Leader Award
- Three-year member – AICPA’s Strategic Planning Committee
Randolph P. Johnston, M.C.S., M.C.P
- One of the 2004, 2005 Accounting Today Top 100 Most Influential People
- One of nine technology stars in the U.S. - Accounting Technology Magazine
- Has started and owns multiple businesses
- Taught technology at Hutchinson Community College, James Madison University, Western Washington University, and the University of Central Oklahoma
- Twenty-seven years management and technology consulting experience!
Thomas G. Stephens, Jr., CPA.CITP
- Bachelor of Science in Business Administration, Major in Accounting, Auburn University
- Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
- Twenty Years of Public Accounting Experience, Five Years of Corporate Internal Auditing
Experience, Four Years of Corporate and Cost Accounting Experience
- Twelve Years of Experience as a Continuing Professional Education Discussion Leader
- Received the 2004 Discussion Leader of the Year Award from the Nebraska Society of Certified Public Accountants
- Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; Past Member of the Institute of Internal Auditors
- To Date, Has Presented Over 700 Continuing Education Courses to Over 18,000 Participants
Craig Silva, CPA
- Audit partner with Deloitte & Touche in New Orleans
- Past President of the Louisiana Society of CPAs
- Past Chair of the Louisiana Auditing and Accounting Conference
- Nationally recognized speaker on audit, accounting, and non-profit accounting topics
Edward A. Harter , CPA
- General practitioner in Canton, Ohio
- Partner in a multi-office firm with ten partners, a one-office firm with two partners, and a sole practitioner with only one support person
- Instructed CPE programs for 34 years and has presented CPE in all 50 states with consistent "excellent" ratings
- Has held a number of leadership positions in The Ohio Society of CPAs
- Graduate of Kent State University