NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
2017 Conference / CPE Calendar

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All Upcoming 2017 Conferences and CPE Courses
Date Conference / CPE Title Course ID Discussion Leader Location Category
May

DETAILS
May 23 Engagement Essentials: Preparation, Compilation, and Review of Financial Statements FCRE Melissa G. Critcher, AICPA Fairfield Inn & Stes, Grand Island AA 

CANCELED
May 24 Audits of 401(k) Plans 
Canceled
AFKP Melissa G. Critcher, AICPA Sandhills Convention Ctr., North Platte AA 

DETAILS
May 31 Non-Profit Accounting & Financial Reporting NAFR Paul H. Koehler, CPA Mahoney State Park, Ashland AA 
June

DETAILS
June 01 New! OMB Guidance For Federal Awards NOFA Paul H. Koehler, CPA Mahoney State Park, Ashland AA 

DETAILS
June 07 21st Annual Not-For-Profit Conference NFPC Various The Cornhusker, Lincoln  

DETAILS
June 08 - 09 36th Annual Governmental Nebraska Accounting & Auditing Conference GAAC Various The Cornhusker, Lincoln  

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June 15 Business (and Real Estate, Farm or Ranch) Succession Planning - Saving the Goose that Lays the Golden Egg SPU Bradley P. Burnett, J.D., LL.M Mahoney State Park, Ashland TX 

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June 16 Exposing the Underside of Choice of Business Entity COBE Bradley P. Burnett, J.D., LL.M Mahoney State Park, Ashland TX 

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June 27 Audits of Nebraska School Districts ASD Julie D. Bauman, CPA, & Marcy J. Luth, CPA Fairfield Inn & Stes, Grand Island AA 

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June 29 Audits of 401(K) Plans: New Developments and Critical Issues for an Effective and Efficient Audit AFPL John F. Georger, Surgent Mahoney State Park, Ashland AA 

DETAILS
June 30 Accounting and Reporting Update for Tax Practitioners AAUP John F. Georger, Surgent Mahoney State Park, Ashland AA 
July

DETAILS
July 10 Employment Law Update: Examining Critical Issues with FMLA, HIPPA, COBRA, ADA and More - NEW! - Morning Course EMPL4 Curtis J. Quickel, AICPA German American Society, Omaha MA 

DETAILS
July 10 Employment Law Update: Reducing Employer Liability - NEW! - Afternoon Course LAWU4 Curtis J. Quickel, AICPA German American Society, Omaha MA 

DETAILS
July 11 The Changing the Role of the Controller: Advancing from Tactical to Strategic - NEW! - Morning Course COBP4 Curtis J. Quickel, AICPA German American Society, Omaha MA 

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July 11 Lean Accounting and Management: Saving Money by Streamlining Operations - Afternoon Course LAMA4 Curtis J. Quickel, AICPA German American Society, Omaha AA 

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July 13 Audits of Banks and Other Financial Institutions BANK Bruce Shepard, AICPA Mahoney State Park, Ashland AA 

DETAILS
July 14 Construction Contractors: Accounting, Auditing and Tax CAAT Bruce Shepard, AICPA Mahoney State Park, Ashland AA 

DETAILS
July 17 Multi-State Taxation: Compliance Boot-Camp MSTC Heather Pemberton, CPA German American Society, Omaha TX 

DETAILS
July 20 Securing Your Data - Practical Tools for Protecting Information - Morning Course SEC4 Brian Tankersley, K2 Enterprises Mahoney State Park, Ashland MA 

DETAILS
July 20 Tech Tools and Gadgets for a More Efficient You! - Afternoon Course TTG4 Brian Tankersley, K2 Enterprises Mahoney State Park, Ashland MA 

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July 21 Excel Pivot Tables for Accountants EPT Brian Tankersley, K2 Enterprises Mahoney State Park, Ashland MA 

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July 24 Internal Control: How Does it Impact an Audit? - NEW! - Morning Course AUIC4 Anne Marchetti, AICPA Mahoney State Park, Ashland AA 

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July 24 The New Clarified Attestation Standards: What You Need to Know - Afternoon Course CAS4 Anne Marchetti, AICPA Mahoney State Park, Ashland AA 

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July 25 Fraud Update: Detecting and Preventing the Top Ten Fraud Schemes TTFS Anne Marchetti, AICPA Mahoney State Park, Ashland AA 

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July 27 Understanding the Basics Techniques of Financial Planning BTFP Arthur Werner, Werner Rocca German American Society, Omaha TX 

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July 28 The Complete Guide to IRC Section 1031 Tax Deferred Exchanges 1031 Arthur Werner, Werner Rocca German American Society, Omaha TX 
August

DETAILS
August 03 Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies CYCT Michael Frost, AICPA Mahoney State Park, Ashland TX 

DETAILS
August 04 Advanced Tax Strategies for S Corporations ADVSC Michael Frost, AICPA Mahoney State Park, Ashland TX 

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August 07 Hottest Tax Topics for 2017 HOT Bill Murphy, AICPA Gering Civic Center, Gering TX 

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August 08 Annual Update and Practice Issues for Preparation, Compilation, and Review Engagements CORU Bill Murphy, AICPA Gering Civic Center, Gering AA 

DETAILS
August 09 Tax Considerations and Consequences for Closely Held Businesses CHTX Peter Towle, AICPA Mahoney State Park, Ashland TX 

DETAILS
August 10 Form 990: Mastering Its Unique Characteristics EO-F990 Peter Towle, AICPA Mahoney State Park, Ashland TX 

DETAILS
August 14 A Practical Ethics Update for CPA's - 2017 Edition - Morning Course EUG4 Ray Thompson, Acctg. & Auditing CPE Fairfield Inn & Stes, Grand Island ET 

DETAILS
August 14 Hot Topics in Accounting and Financial Reporting - Afternoon Course HTAA Ray Thompson, Acctg. & Auditing CPE Fairfield Inn & Stes, Grand Island AA 

DETAILS
August 15 A Practical Ethics Update for CPA's - 2017 Edition - Morning Course EUG4 Ray Thompson, Acctg. & Auditing CPE Divots Conf. Ctr., Norfolk ET 

DETAILS
August 15 Hot Topics in Accounting and Financial Reporting - Afternoon Course HTAA Ray Thompson, Acctg. & Auditing CPE Divots Conf. Ctr., Norfolk AA 

DETAILS
August 16 Accounting and Auditing Current Developments ACDC Ray Thompson, Acctg. & Auditing CPE Mahoney State Park, Ashland AA 

DETAILS
August 17 Implementing SSARS 21: Preparation, Compilation, Review & The Cash and Tax Basis of Accounting CRO Ray Thompson, Acctg. & Auditing CPE Mahoney State Park, Ashland AA 

CANCELED
August 21 Hot IRS Tax Examination Issues For Individuals and Businesses 
Canceled
EXIB Scott Emerson, Surgent Holiday Inn & Conference Center, Kearney TX 

DETAILS
August 22 Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement DRMM Scott Emerson, Surgent Holiday Inn & Conference Center, Kearney TX 

DETAILS
August 23 Understanding and Creating an Internal Control Structure UCIC Karl Egnatoff, Phoenix Beach Mahoney State Park, Ashland AA 

DETAILS
August 24 Understanding and Complexities of Fraud in Order to Develop Ways to Mitigate Risk UCFR Karl Egnatoff, Phoenix Beach Mahoney State Park, Ashland AA 

DETAILS
August 25 Excel PivotTables - Powerful and Not Hard to Use…Really!! XLPT Karl Egnatoff, Phoenix Beach Mahoney State Park, Ashland MA 

DETAILS
August 28 A&A Year in Review: Exploring the Latest Issues and Challenges Facing CPAs AAYR Michael J. Morgan, Surgent Mahoney State Park, Ashland AA 

DETAILS
August 29 Advanced Concepts in SSARS 21 and Nonattest Services: Are You Certain You Are in Compliance? SS21 Michael J. Morgan, Surgent Mahoney State Park, Ashland AA 

DETAILS
August 30 FASB Update for Small and Medium Sized Businesses: A Practical Implementation Guide FAUR Michael J. Morgan, Surgent German American Society, Omaha AA 

DETAILS
August 31 When U.S. GAAP Isn't The Answer: The Pros and Cons of Adopting The New Smaller Employer Framework - Morning Course AGA4 Michael J. Morgan, Surgent German American Society, Omaha AA 

DETAILS
August 31 More Than Meets the Eye: Examining the New Lease Accounting Standard - NEW! - Afternoon Course NLS4 Michael J. Morgan, Surgent German American Society, Omaha AA 
September

DETAILS
September 06 2017 Compilation, Review and Preparation Update for the Real World CRPU Jim Martin, Real World Seminars of Georgia, LLC Mahoney State Park, Ashland AA 

DETAILS
September 07 2017 Accounting and Auditing Update for the Real World AARW Jim Martin, Real World Seminars of Georgia, LLC Mahoney State Park, Ashland AA 

DETAILS
September 08 Small Business Fraud: The Lessons Behind the Stories SMFS Jim Martin, Real World Seminars of Georgia, LLC Mahoney State Park, Ashland AA 

DETAILS
September 18 Accounting Methods & Periods: Including Form 3115 - NEW! - Morning Course AMP4 Stephen Renberg, AICPA Mahoney State Park, Ashland TX 

DETAILS
September 18 Practical Tax Tips and Techniques for Closely-Held Businesses - NEW! - Afternoon Course CHTX4 Stephen Renberg, AICPA Mahoney State Park, Ashland TX 

DETAILS
September 19 Form 1041: Income Taxation of Estates and Trusts ITET Stephen Renberg, AICPA Mahoney State Park, Ashland TX 

DETAILS
September 21 Ethics: 50 Shades of Gray - Morning Course ETSH4 Peter Margaritis, CPA, CGMA, Mac, Business Learning Institute The Cornhusker, Lincoln ET 

DETAILS
September 21 Financial Storytelling: The Key in Growing Your Organization to the Next Level - Afternoon Course FSGO4 Peter Margaritis, CPA, CGMA, Mac, Business Learning Institute The Cornhusker, Lincoln MA 

DETAILS
September 22 MBA Course MBA Peter Margaritis, CPA, CGMA, Mac, Business Learning Institute The Cornhusker, Lincoln TX 

DETAILS
September 25 Microsoft Office - Improving Productivity with New Features - Morning Course OFF4 Steve Yoss, K2 Enterprises Mahoney State Park, Ashland MA 

DETAILS
September 25 Top PDF Features You Should Know - Afternoon Course - Afternoon Course TPF4 Steve Yoss, K2 Enterprises Mahoney State Park, Ashland MA 

DETAILS
September 26 Small Business Internal Controls, Security, and Fraud Prevention and Detection ITC Steve Yoss, K2 Enterprises Mahoney State Park, Ashland MA 

CANCELED
September 28 Common Frauds and Internal Controls for Revenue, Purchasing and Cash Receipts 
Canceled
CFIC William Wagner, AICPA Fairfield Inn & Stes, Grand Island AA 

DETAILS
September 29 AICPA's Annual Update: Top Governmental and Not-For-Profit Accounting and Auditing Issues Facing CPAs TGNP William Wagner, AICPA Fairfield Inn & Stes, Grand Island AA 
October

DETAILS
October 05 - 06 AHI Beginning In-Charge BIC Bruce Dunn, AHI Associates Mahoney State Park, Ashland AA 

CANCELED
October 10 Understanding and Creating an Internal Control Structure  
Canceled
UCIC Karl Egnatoff, Phoenix Beach Fairfield Inn & Stes, Grand Island AA 

DETAILS
October 11 Implementing and Maintaining an Internal Control System  IMIC Karl Egnatoff, Phoenix Beach Fairfield Inn & Stes, Grand Island AA 

DETAILS
October 12 Guiding Your Client Through The Sale of a Business GCSB Lisa M. Lehan, plus additional shareholders of Koley Jessen, PC LLO Mahoney State Park, Ashland AA 

DETAILS
October 13 Single Audits Under OMB Uniform Guidance SAUG Paul H. Koehler, CPA Mahoney State Park, Ashland AA 

DETAILS
October 23 - 24 17th Annual FALL CPE Conference FALL Various Embassy Suites Conference Center, LaVista  

DETAILS
October 26 Advisor's Workshop: Helping Small-Business Clients Navigate Health Insurance and Fringe Benefits in 2017 OBCR Michael A. Frost, Surgent Mahoney State Park, Ashland TX 

DETAILS
October 27 Multigenerational Financial and Tax Planning for Clients MGEN Michael A. Frost, Surgent Mahoney State Park, Ashland TX 

DETAILS
October 30 Advanced Form 1041 Boot Camp AP41 Martin J. Satinsky, Surgent Mahoney State Park, Ashland TX 

DETAILS
October 31 Getting The Tax Aspects of Business Planning Right From Formation to Termination - NEW! TABP Martin J. Satinsky, Surgent Mahoney State Park, Ashland TX 
November

DETAILS
November 03 2017-18 One Day Federal Tax Update - Individual, Business & Corporate H1TU Vern Hoven, Hoven Tax Seminars The Cornhusker, Lincoln TX 

DETAILS
November 06 Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now SSRB John N. Sherrick, Surgent Mahoney State Park, Ashland TX 

DETAILS
November 07 Top Five Tax Topics of 2017 - Morning Course TTE4 John N. Sherrick, Surgent Mahoney State Park, Ashland TX 

DETAILS
November 07 Meet Your Next Migraine: Five Critical Issues That Will Confront Tax Public Accountants in 2017 - NEW! - Afternoon Course CIT4 John N. Sherrick, Surgent Mahoney State Park, Ashland TX 

DETAILS
November 08 LLC Operating Agreements Workshop LLCW John N. Sherrick, Surgent German American Society, Omaha TX 

DETAILS
November 09 - 10 Audit Skills Training: Level 2 - Staff Accountant - 2 Day Course 2AUD Jennifer F. Louis, Surgent German American Society, Omaha AA 

DETAILS
November 16 Buying and Selling a Business: Critical Tax and Structuring Issues SELL Michael L. Sylvester, Surgent Fairfield Inn & Stes, Grand Island TX 

DETAILS
November 17 Complete Guide to Payroll Taxes and 1099 Issues CGPT Michael L. Sylvester, Surgent Fairfield Inn & Stes, Grand Island TX 

DETAILS
November 20 The New Choice of Entity Decision: The Radical Trump Reform Effect On Partnerships, LLCs and S Corps NCED Douglas Van Der Aa, CPA, Van Der Aa Tax Ed, LLC Mahoney State Park, Ashland TX 

DETAILS
November 21 Year-End Tax Planning: Thinking Outside the Box  YETP Douglas Van Der Aa, CPA, Van Der Aa Tax Ed, LLC Mahoney State Park, Ashland TX 

DETAILS
November 28 Critical Skills and Budgeting Success - Morning Course CSCB4 Scott Shackleton, AICPA Mahoney State Park, Ashland MA 

DETAILS
November 28 Financial Forecasting: Planning for Success - Afternoon Course FFMD4 Scott Shackleton, AICPA Mahoney State Park, Ashland MA 

DETAILS
November 29 Analyzing Costs, Productivity and Efficiency: Three Ways to Boost Your Bottom Line - Morning Course PYPL4 Scott Shackleton, AICPA Mahoney State Park, Ashland MA 

DETAILS
November 29 Controller's Update: Today's Latest Trends - Afternoon Course SKSB4 Scott Shackleton, AICPA Mahoney State Park, Ashland MA 

DETAILS
November 30 Income Taxation of Trusts: Minimizing Your Clients Taxes TRUS Michael Blackburn, AICPA Mahoney State Park, Ashland TX 
December

DETAILS
December 01 Slashing Taxes for Your Small Business Clients: Corporation, Partnerships, & LLCs STSB Michael Blackburn, AICPA Mahoney State Park, Ashland TX 

DETAILS
December 04 - 05 2017-18 Two Day Federal Tax Update - Individual, Business & Corporate H2TU Vern Hoven, Hoven Tax Seminars Embassy Suites Conference Center, LaVista TX 

DETAILS
December 04 Tax Advisors Update (Co-Sponsored with the IA Society of CPAs) TAU Andy Biebl, CPA, CliftonLarsonAllen Marina Inn Hotel & Conference Center, South Sioux City TX 

DETAILS
December 07 Getting Ready for Busy Season: A Guide to New Forms, Filing Issues, and Other Critical Developments NFFI Donald B. Cooley, Surgent Mahoney State Park, Ashland TX 

DETAILS
December 08 Mastering the Fundamentals of Estate and Gift Tax Planning MFEP Donald B. Cooley, Surgent Mahoney State Park, Ashland TX 

DETAILS
December 11 Accounting & Auditing for NPOs AANP Paul H. Koehler, CPA Mahoney State Park, Ashland AA 

DETAILS
December 12 Government A&A Update GAAU Paul H. Koehler, CPA Mahoney State Park, Ashland AA 

DETAILS
December 13 Sales & Use Tax / Nebraska Incentive Programs - Morning Course SUNI Steve Drzaic & Megan Ferris, Nebraska Department of Revenue Mahoney State Park, Ashland TX 

DETAILS
December 13 Ethical Conduct For CPA's in Today's Changing Practice Environment - Afternoon Course ETH Bryan Slone, CPA, Attorney, Koley Jessen PC, LLO Mahoney State Park, Ashland ET 
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