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Lean Accounting Financial Management by wbq12577

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									                                                                                                 c2d315ac-55f5-42f2-a2a9-740ace6bf43c.xls
             A         B           C            D     E           F                               G                                         H           I         J       K            L           M
                                                                                                                                 DISCUSSION                  CPE        Recom'd     Additional   COURSE
1 BEGIN          DAY         END       CITY         NEW   ACRONYM     COURSE TITLE                                               LEADER              VENDOR Hours      CATEGORY    CATEGORY       HOURS
                                                                      Kess on Tax Legislation 2009: American Recovery and
2 4-May          Monday                Ridgeland    New   CL4TA09     Reinvestment Act of 2009                            John Murphy                   AICPA     4      Tax                      8:30-12
                                                                      AICPA's Advanced Course: Overview of the AICPA Peer
3 6-May          Wednesday             Ridgeland    New   ADPRT       Review Program Standards                            Gloria Roberts                AICPA     8      A&A                           9-5
                                                                      How to Conduct a Review Under the AICPA Practice-
4 7-May          Thu-Fri     8-May     Ridgeland          HCRPM       Monitoring Program                                  Gloria Roberts                AICPA     16     A&A                           9-5
                                                                                                                                                             K2
5   11-May       Mon-Tue     12-May    Jackson            MTC         MISSISSIPPI TECHNOLOGY CONFERENCE                          Panel              Enterprises   16   General                   8:30-4:30
6   15-May       Friday                Jackson            AAC         ACCOUTING AND AUDITING CONFERENCE                          Panel                   Panel     8     A&A                     8:15-4:30
7   18-May       Monday                Gulfport           CL4AUAA     Accounting and Auditing Update                             Stan Clark             AICPA      4     A&A                        1-4:30
8   18-May       Monday                Gulfport           ERR         Ethics, Rules & Regulations                                Stan Clark          Stan Clark    4    Ethics                     8:30-12
9   18-May       Monday                Ridgeland          AFKP        Audits of 401K Plans                                       Bill Taylor            AICPA      8     A&A                           9-5
                                                                                                                                                             K2
10 19-May        Tuesday               Gulfport           TEC         Technology for CPAs: Don't Get Left Behind                 Bob Spencer        Enterprises   8    General                   8:30-4:30
                                                                      AICPA's Business Solutions Workshop: Delivering on
11 19-May        Tuesday               Ridgeland          TAW         Your Trusted Business Advisor Status                       Eric Rigby             AICPA     8    General                         9-5
                                                                      Accounting Services, Compilations and Reviews:
12 20-May        Wednesday             Gulfport           ASCR        Effective Risk Management                                  Kurt Oestriecher       AICPA     8      A&A                           9-5
                                                                      Excel For Accountants: Tips, Tricks, and Advanced                                      K2
13 20-May        Wednesday             Gulfport           EXL         Techniques                                                 Bob Spencer        Enterprises    8   General                   8:30-4:30
14 20-May        Wed-Thurs 21-May      Ridgeland          PMD         PROGRAM FOR MANAGEMENT DEVELOPMENT                         Panel                  PANEL     16   General                   8:30-4:30

15 22-May        Friday                Ridgeland          FVA         Fair Value Accounting: A Critical new Skill for All CPAs   Anne Oestriecher       AICPA     8      A&A                           9-5

16 26-May        Tuesday               Ridgeland          EBPE        Employee Benefit Plans: Audit and Accounting Essentials Bill Felder               AICPA     8      A&A                           9-5
                                                                      Auditor's Risk Assessment Process: Tackling the New
17 27-May        Wednesday             Ridgeland          ARAP        Risk Assessment SASs                                    Glenn Helms               AICPA     8      A&A                          9-5
18 27-May        Wednesday             Tupelo             CL4AUAA     Accounting and Auditing Update                          Stan Clark                AICPA     4      A&A                      8:30-12


19 27-May        Wednesday             Tupelo             ERR         Ethics, Rules and Regulations                              Stan Clark         Stan Clark    4     Ethics                     1-4:30
                                                                      Internal Control Essentials for Financial Managers,
20 28-May        Thursday              Ridgeland    New   ICDAD       Accountants and Auditors                                   Glenn Helms            AICPA     8      A&A      Yellow Book          9-5
                                                                      Accounting Services, Compilations and Reviews:
21 28-May        Thursday              Tupelo             ASCR        Effective Risk Management                                  Jim Crockett           AICPA     8      A&A                           9-5
                                                                      Analyzing Costs, Productivity and Efficiency: Three Ways   Anthony (Tony)
22 28-May        Thursday              Tupelo             CL4PYPL     to Boost Your Bottom Line                                  LaRusso                AICPA     4    General                     1-4:30
                                                                      Controller's Update: Latest Trends for Today's Financial   Anthony (Tony)
23 28-May        Thursday              Tupelo             CL4SKSB     Manger                                                     LaRusso                AICPA     4    General                    8:30-12
                                                                      Purchasing, Inventory, and Cash Disbursements:
24 29-May        Friday                Ridgeland    New   CL4PCD      Common Frauds and Internal Controls                        Glenn Helms            AICPA     4      A&A                      8:30-12
                                                                      Revenue and Cash Receipts: Common Frauds and
25 29-May        Friday                Ridgeland    New   CL4RCR      Internal Controls                                          Glenn Helms            AICPA     4      A&A                       1-4:30
                                                                      Financial Management: Tools and Techniques to              Anthony (Tony)
26 29-May        Friday                Tupelo             CL4BLFM     Enhance Profitability                                      LaRusso                AICPA     4    General                    8:30-12
27 29-May        Friday                Tupelo       New   CL4FFF      Financial Fraud, Forensics, and the CPA                    Donna Ingram           AICPA     4     A&A                       8:30-12
                                                                      Outsourcing - Trends, Techniques and Lessons to Better     Anthony (Tony)
28 29-May        Friday                Tupelo       New   CL4MOA      Your Bottom Line                                           LaRusso                AICPA     4    General                     1-4:30
                                                                      Purchasing, Inventory, and Cash Disbursements:
29 29-May        Friday                Tupelo       New   CL4PCD      Common Frauds and Internal Controls                        Donna Ingram           AICPA     4      A&A                       1-4:30
                                                                      Kess on Tax Legislation 2009: American Recovery and
30 29-May        Friday                Tupelo       New   CL4TA09     Reinvestment Act of 2009                                   John Murphy           AICPA      4      Tax                      8:30-12
31 1-Jun         Monday                Ridgeland          CL4AUAA     Accounting and Auditing Update                             Stan Clark            AICPA      4      A&A                       1-4:30
32 1-Jun         Monday                Ridgeland          ERR         Ethics, Rules and Regulations                              Stan Clark         Stan Clark    4     Ethics                    8:30-12

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            A         B           C          D        E            F                               G                                         H             I         J       K              L           M
                                                                                                                                   DISCUSSION                   CPE        Recom'd       Additional   COURSE
1 BEGIN         DAY         END       CITY          NEW   ACRONYM      COURSE TITLE                                                LEADER               VENDOR Hours      CATEGORY      CATEGORY       HOURS
                                                                       Cash and Tax Basis Financial Statements - Alternatives to
33 2-Jun        Tuesday               Ridgeland           CL4CTB       GAAP and Reporting Requirements                             Doug Logan              AICPA     4      A&A                         1-4:30
34 2-Jun        Tuesday               Ridgeland     New   CL4PAD       Partner's Audit Engagement Documentation                    Doug Logan              AICPA     4      A&A                        8:30-12
                                                                       Estates and Trusts: Mastering Complex Income Tax
35 3-Jun        Wednesday             Ridgeland     New   CL4ITET      Issues                                                      Bob Gilwee              AICPA     4      Tax                         1-4:30
36 3-Jun        Wednesday             Ridgeland           CL4TPOC      Innovative Tax Tips for Small Businesses                    Bob Gilwee              AICPA     4      Tax                        8:30-12

37 4-Jun        Thursday              Ridgeland           CL4SCORP     S Corporations: Strategies from Formation to Termination    Bob Gilwee              AICPA     4      Tax                         1-4:30
                                                                       Tax Consequences and Reporting Issues of LLCs, LLPs,
38 4-Jun        Thursday              Ridgeland           CL4TLLLO     LPs and Other Partnerships                                  Bob Gilwee              AICPA     4      Tax                        8:30-12
39 5-Jun        Friday                Ridgeland     New   CL4FFF       Financial Fraud, Forensics, and the CPA                     Donna Ingram            AICPA     4      A&A                         1-4:30
                                                                       Identifying and Communicating Internal Control
40 5-Jun        Friday                Ridgeland     New   CL4ICDAR     Deficiencies Under SAS 112                                  Donna Ingram            AICPA     4      A&A                        8:30-12
                                                                       Common Frauds and Internal Controls for Revenue,
41 8-Jun        Monday                Ridgeland     New   CFIC         Purchasing and Cash Receipts                                Jim Crockett            AICPA      8     A&A                             9-5
42 9-Jun        Tu-We       10-Jun    Ridgeland           AAUW         AICPA's Accounting and Auditing workshop                    Liz Gantnier, CPA       AICPA     16     A&A                       8:30-4:30
                                                                                                                                                                K2
43 9-Jun        Tuesday               Ridgeland     New   PT1          Excel Pivot Tables for Accountants - Part 1                 Brian Tankersley    Enterprises   4    General                      8:30-12
                                                                       Microsoft Word: Essential Tools and Techniques for                                       K2
44 9-Jun        Tuesday               Ridgeland     New   WOR          Accountants                                                 Brian Tankersley    Enterprises   4    General                       1-4:30
                                                                                                                                                                K2
45 10-Jun       Wednesday             Ridgeland           ADE          Advanced Excel                                              Brian Tankersley    Enterprises   8    General                     8:30-4:30
                                                                                                                                                                K2
46 11-Jun       Thursday              Ridgeland           QBP          Quickbooks for Accountants                                  Brian Tankersley    Enterprises   8     A&A          General       8:30-4:30
47 11-Jun       Thursday              Ridgeland           SKSB         AICPA's Annual Update for Controllers                       Curtis Quickel          AICPA     8    General                           9-5
                                                                       Lean Accounting for Service and Non-Manufacturing
48 12-Jun       Friday                Ridgeland     New   LASN         Businesses                                                  Curtis Quickel          AICPA     8    General                           9-5
                                                                       Solving Complex Single Audit Issues for Government and
49 15-Jun       Monday                Ridgeland           EO-SAI       Nonprofit Organizations                                     Bill Wagner, CPA       AICPA      8      A&A       Yellow Book           9-5
                                                                       Only Financial Officer (When You Are The Only): More                             Executive                     A&A 2; Ethics
50 15-Jun       Monday                Ridgeland           OFO          Skills for Smaller Company Financial Managers               Bill O'Brien         Education    8    General 4        2                9-5
51 16-Jun       Tuesday               Ridgeland           GNAU         Governmental and Non-Profit Annual Update                   Bill Wagner, CPA       AICPA      8      A&A       Yellow Book           9-5
                                                                                                                                                        Executive
52 16-Jun       Tuesday               Ridgeland     New   IFRS         The Coming IFRS Conversion                               Bill O'Brien            Education    8      A&A                             9-5
                                                                       Auditing Real-World Frauds: A Practical Case Application
53 17-Jun       Wednesday             Ridgeland     New   ARWF         Approach                                                 Bill Wagner, CPA           AICPA     8      A&A                             9-5

54 18-Jun       Thursday              Ridgeland           ABC          ABC's of Cost Accounting for Manufacturing and Industry     Jack Park            Jack Park    8      A&A                             9-5
                                                                       Advanced Update for Compilation, Review and
55 18-Jun       Thursday              Ridgeland           RPCR         Accounting Services                                         Bill Wagner, CPA        AICPA     8      A&A                             9-5
                                                                       Kess on Tax Legislation 2009: American Recovery and
56 19-Jun       Friday                Hattiesburg   New   CL4TA09      Reinvestment Act of 2009                                    John Murphy             AICPA     4      Tax                       1:00-4:30
                                                                       Leadership Essentials for the CPA - Adapted from
57 19-Jun       Friday                Ridgeland     New   LEFC         Football's Leading Coaches                                  Jack Park            Jack Park    8    General                           9-5
                                                                       Kess on Tax Legislation 2009: American Recovery and
58 22-Jun       Monday                Gulfport      New   CL4TA09      Reinvestment Act of 2009                                    John Murphy             AICPA     4      Tax                       1:00-4:30

59 22-Jun       Monday                Hattiesburg         FFGN         Frequent Frauds Found in Governments and Non-Profits        Jim Crockett            AICPA     8     A&A        Yellow Book           9-5
60 22-Jun       Monday                Hattiesburg         SKSB         AICPA's Annual Update for Controllers                       Steven Toups            AICPA     8    General                           9-5
61 22-Jun       Monday                Ridgeland           MIT          Multistate Income Tax: Simplifying the Complexities         Charles Owen            AICPA     8     Tax                              9-5
                                                                       Estate Planning Essentials: Tax Relief for Your Client's
62 23-Jun       Tuesday               Hattiesburg   New   EPE          Estates                                                     Jessica Minter          AICPA     8      Tax                             9-5
                                                                       Business Sustainability: keeping Lean but with More
63 23-Jun       Tuesday               Hattiesburg   New   SKLG         Green for the Company's ong Haul                            Steven Toups            AICPA     8    General                           9-5

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              A         B           C            D      E            F                              G                                          H        I         J       K            L           M
                                                                                                                                   DISCUSSION                CPE        Recom'd     Additional   COURSE
1 BEGIN           DAY         END       CITY          NEW   ACRONYM      COURSE TITLE                                              LEADER            VENDOR Hours      CATEGORY    CATEGORY       HOURS
                                                                         Form 990: AICPAs Answer to Unlocking the Tax
64 23-Jun         Tuesday               Ridgeland           EO-F990      Complexities                                              Charles Owen         AICPA     8      Tax      Yellow Book          9-5

65 24-Jun         Wednesday             Hattiesburg         EBPE         Employee Benefit Plans: Audit and Accounting Essentials   Bill Felder          AICPA     8      A&A                           9-5
                                                                         IRAs, Roth IRAs, SIMPLEs and SEPS: Contributions,
66 24-Jun         Wednesday             Hattiesburg   New   IRSS         Rollovers, Distributions, and More                        Bill Taylor          AICPA     8      Tax                           9-5
                                                                         Accounting Services, Compilations and Reviews:
67 24-Jun         Wednesday             Ridgeland           ASCR         Effective Risk Management                                 Jim Crockett        AICPA      8      A&A                           9-5
68 25-Jun         Thursday              Ridgeland           FE-AIF       Auditing for Internal Fraud                               Jerry Spratt        AICPA      8      A&A                           9-5
69 26-Jun         Friday                Ridgeland           AFTA         Advanced Forensic Techniques for Accountants              Jerry Spratt        AICPA      8      A&A                           9-5
70 29-Jun         Monday                Ridgeland           FASBI        FASB Review for Industry                                  Mark Dauberman      AICPA      8      A&A                           9-5
                                                                                                                                                      Surgent-
71 29-Jun         Monday                Ridgeland           MBAD         MBA in a Day                                              Ken Greenwood       McCoy      8    General                         9-5
                                                                         Determining How Much Money You Need to Retire and                            Surgent-
72 30-Jun         Tuesday               Ridgeland     New   DRMM         Tax Ideas and Money management in Retirement              Ken Greenwood       McCoy      8      Tax                           9-5
                                                                         Applying The Risk Assessment Standards Using a Case
73 30-Jun         Tuesday               Ridgeland     New   RCSA         Study Approach                                            Mark Dauberman       AICPA     8      A&A                           9-5
                                                                                                                                                             K2
74 3-Aug          Monday                Tupelo              TEC          Technology for CPAs: Don't Get Left Behind                Tommy Stephens   Enterprises   8    General                         9-5
                                                                                                                                                             K2
75   4-Aug        Tuesday               Tupelo              OF7          Office 2007 for Accountants                               Tommy Stephens   Enterprises    4   General                      1-4:30
76   4-Aug        Tuesday               Tupelo              QFR          Quickbooks Advanced Financial Reporting and Analysis      Tommy Stephens            K2    4    A&A                        8:30-12
77   20-Aug       Thurs-Fri   21-Aug    Jackson             GAAC         GOVERNMENTAL A&A CONFERENCE                               Panel                PANEL     16    A&A       Yellow Book    8:30-4:30
78   17-Sep       Thursday              Jackson             HCSS         HEALTCARE SERVICES SEMINAR                                Panel                PANEL      8   General                   8:30-4:30
                                                                                                                                                     Executive
79 21-Sep         Monday                Ridgeland     New   LSCFO        Leadership Skills for the CFO                        John Daly              Education    4    General                    8:30-12
                                                                         Quick Close Workshop: Cound You, Should You Close in                        Executive
80 21-Sep         Monday                Ridgeland     New   QCW          One Day?                                             John Daly              Education    4      A&A                       1-4:30
                                                                         Advanced Management Accounting: Contemporary Cost                           Executive
81 22-Sep         Tuesday               Ridgeland     New   AMA          Concepts                                             John Daly              Education    8      A&A                           9-5
                                                                                                                                                        Wynne
82 24-Sep         Thursday              Ridgeland           IBAA         Introduction to Bank Accounting and Auditing              Wynne Baker           Baker    8      A&A                           9-5
                                                                                                                                                        Wynne
83   25-Sep       Friday                Ridgeland           CBU          Community Banking Update                                  Wynne Baker           Baker    8     A&A                            9-5
84   19-Oct       Monday                Ridgeland     New   CAFC         Accounting and Finance for Construction Contractors       Andy Copeland        AICPA     8     A&A                            9-5
85   22-Oct       Thursday              Gulfport      New   ABLU         AICPA's Annual Business Law Update                        Trip Barnes          AICPA     8    General                         9-5
86   22-Oct       Thursday              Gulfport            GNAU         Governmental and Non-Profit Annual Update                 Doug Logan           AICPA     8     A&A       Yellow Book          9-5
                                                                         Revenue and Cash Receipts: Common Frauds and
87 23-Oct         Friday                Gulfport      New   CL4RCR       Internal Controls                                         Doug Logan           AICPA     4      A&A                       1-4:30
88 23-Oct         Friday                Gulfport      New   CL4RTBC      Revenue Recognition - Getting it Right                    Doug Logan           AICPA     4      A&A                      8:30-12
                                                                         Tips and Traps For Dealing with the IRS: From Start to
89 23-Oct         Friday                Gulfport      New   DIRS         Finish                                                    Jessica Minter       AICPA     8      Tax                           9-5
                  Monday-                                                AICPA's 2009 Corporate Income Tax Workshop by Sid
90 2-Nov          Tuesday     3-Nov     Ridgeland           CITW         Kess                                                      Gordon Meicher      AICPA      16     Tax                     8:30-4:30
91 12-Nov         Thurs-Fri   13-Nov    Jackson             MTI          MISSISSIPPI TAX INSTITUTE                                 Panel               PANEL      16     Tax                     8:30-4:30
                                                                         Tips and Traps For Dealing with the IRS: From Start to
92   18-Nov       Wednesday             Ridgeland     New   DIRS         Finish                                                    Jessica Minter      AICPA      8      Tax                          9-5
93   18-Nov       Wednesday             Tupelo        New   ABLU         AICPA's Annual Business Law Update                        Trip Barnes         AICPA      8    General                        9-5
94   18-Nov       Wednesday             Tupelo        New   CL4FGOV      Frequent Frauds Found in Government                       Jim Crockett        AICPA      4      A&A      Yellow Book     8:30-12
95   18-Nov       Wednesday             Tupelo              ERR          Ethics, Rules & Regulations                               Stan Clark       Stan Clark    4     Ethics                    8:30-12
                                                                         IRAs, Roth IRAs, SIMPLEs and SEPS: Contributions,
96 19-Nov         Thursday              Ridgeland     New   IRSS         Rollovers, Distributions, and More                        Bill Taylor          AICPA     8      Tax                           9-5
97 19-Nov         Thursday              Tupelo              GNAU         Governmental and Non-Profit Annual Update                 Doug Logan           AICPA     8      A&A      Yellow Book          9-5
98 19-Nov         Thursday              Tupelo              PTU          AICPA's Federal Tax Update                                John Murphy          AICPA     8      Tax                           9-5

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             A        B        C          D        E          F                               G                                         H      I       J        K           L           M
                                                                                                                             DISCUSSION               CPE     Recom'd    Additional   COURSE
 1 BEGIN         DAY       END     CITY          NEW   ACRONYM    COURSE TITLE                                               LEADER           VENDOR Hours   CATEGORY   CATEGORY       HOURS
                 Monday-                                          AICPA's 2009 Individual Income Tax Workshop by Sid
 99 7-Dec        Tuesday   8-Dec   Ridgeland           IITW       Kess                                                       Gordon Meicher    AICPA   16     Tax                     8:30-4:30
100 9-Dec        Wednesday         Ridgeland     New   ABLU       AICPA's Annual Business Law Update                         James McGee       AICPA    8    General                        9-5
101 10-Dec       Thursday          Hattiesburg         PTU        AICPAs Federal Tax Update                                  John Murphy       AICPA    8     Tax                           9-5
                                                                  Common Frauds and Internal Controls for Revenue,
102 11-Dec       Friday            Hattiesburg   New   CFIC       Purchasing and Cash Receipts                               Jim Crockett      AICPA   8       A&A                          9-5
                                                                  Estate Planning Essentials: Tax Relief for Your Client's
103 14-Dec       Monday            Ridgeland     New   EPE        Estates                                                    Jessica Minter    AICPA   8       Tax                          9-5
104 15-Dec       Tuesday           Ridgeland           PTU        AICPA's Federal Tax Update                                 John Murphy       AICPA   8       Tax                          9-5
                                                                  BUSINESS VALUATION & LITIGATION SUPPORT
105 November                       Ridgeland                      SERVICES
106 October                        Jackson                        NOT FOR PROFIT CONFERENCE
107 October                        Ridgeland                      EDUCATOR'S SYMPOSIUM




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