NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
2018 Conference / CPE Calendar

Location: Category:
Presenter: CourseID:

View Courses/Conferences With Ethics Hours Approved

View Courses Eligible for Yellow Book Credit

View All Upcoming 2018 Courses/Conferences


All Past 2018 Conferences and CPE Courses
Date Conference / CPE Title Course ID Discussion Leader Location Category
May

DETAILS
May 17 Cut Your Client's Tax Bill: Individual Tax Planning Tips and Strategies CYCT Robert Thelen, AICPA Hampton Inn, Kearney TX 

DETAILS
May 18 Reviewing Pass-Through Tax Returns: What Are You Missing? RPTR Robert Thelen, AICPA Sandhills Convention Ctr., North Platte TX 

DETAILS
May 22 Tax Cuts and Jobs Act: A Complete Analysis TCJA Bradley P. Burnett, J.D., LL.M Mahoney State Park, Ashland TX 

DETAILS
May 23 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 

DETAILS
May 31 Accounting and Auditing of NPOs AANP Paul H. Koehler, CPA Mahoney State Park, Ashland AA 
June

DETAILS
June 01 Single Audits Under OMB's Uniform Guidance SAUG Paul H. Koehler, CPA Mahoney State Park, Ashland AA 

DETAILS
June 04 FASB's "Big 3" - Revenue Recognition, Leases, and Financial Instruments FSBT Jeff Lieman, Surgent German American Society, Omaha AA 

DETAILS
June 05 Compilations, Reviews, And New Preparations: Engagement Performance and Annual Update CRAU Jeff Lieman, Surgent German American Society, Omaha AA 

DETAILS
June 06 The Anatomy of Resolving State and Local Tax and Incentive Audits, Claims and Appeals - Morning Course RSLT4 Nick Niemann & Matt Ottemann, McGrath North Law Firm German American Society, Omaha TX 

CANCELED
June 06 Peer Review Prep Course - Afternoon Course 
Canceled
PRP4 Jodi Rinne, HSMC Orizon LLC German American Society, Omaha AA 

DETAILS
June 11 Audits of 401(k) Plans: New Developments and Critical Issues For An Effective and Efficient Audit AFPL Daryl Krause, Surgent Mahoney State Park, Ashland AA 

DETAILS
June 12 Accounting, Audit, and Attest Update For Practitioners With Small-Business Clients SMBP Daryl Krause, Surgent Mahoney State Park, Ashland AA 

CANCELED
June 14 Estate and Financial Planning for Generations X and Y 
Canceled
EPXY Anthony Rocca, Werner Rocca Mahoney State Park, Ashland TX 

DETAILS
June 15 Estate and Financial Planning for the Soon Retiring Baby Boomer Client BABY Anthony Rocca, Werner Rocca Mahoney State Park, Ashland TX 

DETAILS
June 18 Advanced Excel - Reporting - Best Practices, Tools and Techniques - Morning Course EXR4 Steve Phelan, K2 Enterprises German American Society, Omaha MA 

DETAILS
June 18 Top PDF Features You Should Know - Afternoon Course TPF4 Steve Phelan, K2 Enterprises German American Society, Omaha MA 

DETAILS
June 19 Small Business Internal Controls, Security, and Fraud Prevention and Detection ITC Steve Phelan, K2 Enterprises German American Society, Omaha AA 

DETAILS
June 21 Ethical Conduct For CPAs In Today's Changing Practice Environment - Morning Course ETH4 Bryan Slone, CPA Gering Civic Center, Gering ET 

DETAILS
June 21 2018 Mid Year Tax Update - Afternoon Course MYTU4 Bradley P. Burnett, J.D., LL.M Gering Civic Center, Gering TX 

DETAILS
June 22 Tax Cuts and Jobs Act: A Complete Analysis TCJA Bradley P. Burnett, J.D., LL.M Gering Civic Center, Gering TX 

DETAILS
June 27 22nd Annual Not-For-Profit Conference NFPC Various The Cornhusker, Lincoln CN 

CANCELED
June 27 Advising Religious Organizations and Churches: A Holistic Approach to Tax and Compliance Issues
(Co-Sponsored with the IA Society of CPAs) 
Canceled
AROC-WEB Chuck Borek, CPA, JD Webcast
8:00 AM to 4:00 PM
 
TX 

DETAILS
June 28 - 29 37th Annual Governmental Nebraska Accounting & Auditing Conference GAAC Various The Cornhusker, Lincoln CN 
July

DETAILS
July 09 Auditing Employee Benefit Plans EBPE Randy Dummer, AICPA Mahoney State Park, Ashland AA 

DETAILS
July 11 Audits of Nebraska School Districts ASD Julie D. Bauman, CPA & Marcy J. Luth, CPA Fairfield Inn & Stes, Grand Island AA 

DETAILS
July 12 The Best Estate and Financial Planning Topics for 2018 BEST Arthur Werner, Werner Rocca Mahoney State Park, Ashland TX 

DETAILS
July 13 The Complete Guide to Nebraska and Iowa Inheritance Taxation NIDT Arthur Werner, Werner Rocca Mahoney State Park, Ashland TX 

DETAILS
July 16 Smart Tax Planning Strategies for Individuals - Morning Course CYCT4 Michael Frost, AICPA Fairfield Inn & Stes, Grand Island TX 

DETAILS
July 16 IRS Disputes: Identifying Options for Your Client - Afternoon Course DIRS4 Michael Frost, AICPA Fairfield Inn & Stes, Grand Island TX 

DETAILS
July 17 Form 990: Mastering Its Unique Characteristics EO-F990 Michael Frost, AICPA Fairfield Inn & Stes, Grand Island TX 

DETAILS
July 18 Multi-State Taxation MSTC Heather Pemberton, CPA German American Society, Omaha TX 

DETAILS
July 23 Fiduciary Income Tax Returns - Form 1041 Workshop w/ Filled -in Forms 1041 John Kilroy, Surgent German American Society, Omaha TX 

DETAILS
July 24 Comprehensive Guide to Tax Depreciation, Expensing, and Property Transactions TDAP John Kilroy, Surgent German American Society, Omaha TX 

DETAILS
July 25 Transforming Your Role as Controller to Business Partner COBP James Lindell, AICPA Mahoney State Park, Ashland MA 

DETAILS
July 26 Analytics and Big Data For Accountants DAAN James Lindell, AICPA Mahoney State Park, Ashland MA 
August

DETAILS
August 02 Accounting and Reporting for Not-for-Profit Organizations FSNPO James Buckley, AICPA Mahoney State Park, Ashland AA 

DETAILS
August 03 Form 990: Exploring the Form's Complex Schedules F990A James Buckley, AICPA Mahoney State Park, Ashland TX 

DETAILS
August 06 Financial Planning Concepts and Techniques- Beyond the Basics FPCT Arthur Werner, Werner Rocca Mahoney State Park, Ashland TX 

DETAILS
August 07 Asset Protection Strategies APSX Arthur Werner, Werner Rocca Mahoney State Park, Ashland TX 

DETAILS
August 17 Peer Review Prep Course - Morning Course PRP4 Jodi Rinne, HSMC Orizon LLC Fairfield Inn & Stes, Grand Island AA 

DETAILS
August 17 Ethical Conduct For CPAs In Today's Changing Practice Environment - Afternoon Course ETH4 Bryan Slone, CPA Fairfield Inn & Stes, Grand Island ET 

DETAILS
August 20 - 21 Audit Skills Training Level 3  3AUD Jennifer F. Louis, Surgent Mahoney State Park, Ashland AA 

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

DETAILS
August 24 The Importance of Security for Digital Information - Morning Course ISDI4 Karl Egnatoff, Phoenix Beach Mahoney State Park, Ashland AA 

CANCELED
August 24 An Overview of the COSO Enterprise Risk Management Framework - Afternoon Course 
Canceled
OCRU4 Karl Egnatoff, Phoenix Beach Mahoney State Park, Ashland AA 

DETAILS
August 30 Integrating Audit Data Analytics into the Audit Process AUDA Robert Minniti, AICPA Mahoney State Park, Ashland AA 

DETAILS
August 31 Cybersecurity Risk Management Program Essentials - NEW! CRMP Robert Minniti, AICPA Mahoney State Park, Ashland AA 
September

DETAILS
September 05 Accounting and Auditing Update for the Real World AARW Jim Martin, Real World Seminars of Georgia, LLC Mahoney State Park, Ashland AA 

DETAILS
September 06 Revenue Recognition The New Perspectives RRNP Jim Martin, Real World Seminars of Georgia, LLC Mahoney State Park, Ashland AA 

DETAILS
September 07 The New Leasing Standard: It's Here and It's Huge NLSH Jim Martin, Real World Seminars of Georgia, LLC Mahoney State Park, Ashland AA 

DETAILS
September 13 CFO/Controller's Roadmap to Organization Success With Integrated Planning, Forecasting, and Budgeting PLFB Art Pulis, Surgent Mahoney State Park, Ashland MA 

DETAILS
September 14 Current Developments and Best Practices For Today's CFOs and Controllers TCFO Art Pulis, Surgent Mahoney State Park, Ashland MA 

DETAILS
September 17 Financial Storytelling: The Key in Growing Your Organization to the Next Level FSGO Peter Margaritis, CPA, CGMA, Mac, Business Learning Institute Mahoney State Park, Ashland MA 

DETAILS
September 18 MBA: Key Concepts of Performance Management  MPM Peter Margaritis, CPA, CGMA, Mac, Business Learning Institute The Cornhusker, Lincoln MA 

DETAILS
September 19 MBA: Key Concepts of Business Strategy MBS Peter Margaritis, CPA, CGMA, Mac, Business Learning Institute The Cornhusker, Lincoln MA 

DETAILS
September 20 Compilations, Reviews, And New Preparations: Engagement Performance and Annual Update CRAU Michael Morgan, Surgent Mahoney State Park, Ashland AA 

DETAILS
September 21 Annual Accounting and Auditing Update ACAU Michael Morgan, Surgent Mahoney State Park, Ashland AA 

CANCELED
September 24 Employee Benefit and Retirement Planning: Pension and Deferred Compensation Tools 
Canceled
EBPD Anthony Rocca, Werner Rocca Mahoney State Park, Ashland TX 

CANCELED
September 25 Making the Best of Bad Situations 
Canceled
BADX Anthony Rocca, Werner Rocca Mahoney State Park, Ashland TX 

DETAILS
September 27 Construction Contractors Advanced Issues CCAI Bruce Shepard, AICPA Fairfield Inn & Stes, Grand Island AA 

DETAILS
September 28 Real World Fraud in Today's Small-to Medium-Sized Entities FSME Bruce Shepard, AICPA Fairfield Inn & Stes, Grand Island AA 
October

DETAILS
October 04 - 05 AHI - Semi-Senior Staff Training - Level II SST Bruce Dunn, AHI Associates Mahoney State Park, Ashland AA 

DETAILS
October 11 Understanding the Complexities of Fraud in Order to Develop Ways to Mitigate Risk UCFR Karl Egnatoff, Phoenix Beach German American Society, Omaha AA 

DETAILS
October 12 Implementing and Maintaining an Internal Control System IMIC Karl Egnatoff, Phoenix Beach German American Society, Omaha AA 

DETAILS
October 16 Year-End Tax Planning: Thinking Outside the Box YETP Douglas Van Der Aa, CPA, Van Der Aa Tax Ed, LLC German American Society, Omaha TX 

DETAILS
October 17 Capitalization, Expensing & Depreciation After Tax Reform CEDT Douglas Van Der Aa, CPA, Van Der Aa Tax Ed, LLC German American Society, Omaha TX 

DETAILS
October 18 A New Look at Choice of Entity and the Flow-Through §199A Deduction NCED Douglas Van Der Aa, CPA, Van Der Aa Tax Ed, LLC German American Society, Omaha TX 

DETAILS
October 19 Non-Profit Accounting and Financial Reporting NAFR Paul H. Koehler, CPA The Cornhusker, Lincoln AA 

DETAILS
October 22 2018-19 One Day Federal Tax Update - Individual, Business & Corporate H1TU Vern Hoven, Hoven Tax Seminars The Cornhusker, Lincoln TX 

DETAILS
October 24 Complete Guide to Payroll Taxes and 1099 Issues CGPT Brent McClure, Surgent Mahoney State Park, Ashland TX 

DETAILS
October 25 Winning the Fraud Battle In The Digital Age: Prevention and Detection CFVV Brent McClure, Surgent Mahoney State Park, Ashland AA 

DETAILS
October 26 Ethical Conduct For CPAs In Today's Changing Practice Environment - Morning Course ETH4 Bryan Slone, CPA The Cornhusker, Lincoln ET 

DETAILS
October 29 Buying and Selling A Business: Critical Tax and Structuring Issues SELL John Evanich, Surgent Quarry Oaks Golf Club, Ashland TX 

DETAILS
October 30 Multistate Tax Update MSTU John Evanich, Surgent Quarry Oaks Golf Club, Ashland TX 
November

DETAILS
November 05 - 06 18th Fall Conference - 11/5/18 - 11/6/18 FALL Various Embassy Suites Conference Center, LaVista CN 

DETAILS
November 08 Tax Advisors Update - (Co-Sponsored with the IA Society of CPAs) TAU Chris Hesse, CliftonLarsonAllen Delta Hotel (previously the Marina Inn, South Sioux City) TX 

DETAILS
November 19 Nexus Update: Latest Developments in State Income, Franchise, and Sales Taxes NXUP Pamela Davis-Vaughn, AICPA Quarry Oaks Golf Club, Ashland TX 

DETAILS
November 20 Corporate Tax Workshop: Get Ready for Busy Season CWRK Pamela Davis-Vaughn, AICPA Quarry Oaks Golf Club, Ashland TX 

DETAILS
November 26 Taxation of Individuals Living Abroad and Foreign Nationals Living in the US TILA Peter Towle, AICPA Quarry Oaks Golf Club, Ashland TX 

DETAILS
November 27 Annual Tax Update: Corporations and Pass-Through Entities ATCP Peter Towle, AICPA Quarry Oaks Golf Club, Ashland TX 
December

DETAILS
December 03 - 04 2018-19 Two Day Federal Tax Update - Individual, Business & Corporate H2TU Vern Hoven, Hoven Tax Seminars Embassy Suites Conference Center, LaVista TX 

DETAILS
December 05 Advanced Critical Tax Issues for Limited Liability Companies and Partnerships ACTL Edgar Gee, Surgent Quarry Oaks Golf Club, Ashland TX 

DETAILS
December 06 Advanced Critical Tax Issues for S Corporations ACTS Edgar Gee, Surgent Quarry Oaks Golf Club, Ashland TX 

DETAILS
December 10 The New Revised Yellow Book - Government Auditing Standards - NEW! NRYB Paul H. Koehler, CPA Quarry Oaks Golf Club, Ashland AA 

DETAILS
December 11 Government Accounting & Auditing Update GAAU Paul H. Koehler, CPA Quarry Oaks Golf Club, Ashland AA 

DETAILS
December 12 How to Craft Your Pitch HTC1 Elizabeth Hallgren, Verde Martin Webinar TX 

DETAILS
December 13 Helping Your Client Understand Tax, Financial, and Estate Planning Strategies Under the New Tax Act PSNA Shelli Huston, Werner Rocca Mahoney State Park, Ashland TX 

DETAILS
December 14 The Complete Guide to IRC Section 1031 Tax-Deferred Exchanges - Morning Course 1031-4 Shelli Huston, Werner Rocca Mahoney State Park, Ashland TX 

DETAILS
December 14 Multistate Income Taxation Issues - Afternoon Course MITI4 Shelli Huston, Werner Rocca Mahoney State Park, Ashland TX 

DETAILS
December 17 Construction Contractors Seminar - Morning Course CCS4 Steve Drzaic & Megan Ferris, Nebr. Dept. of Revenue Mahoney State Park, Ashland TX 

DETAILS
December 17 Ethical Conduct For CPAs In Today's Changing Practice Environment - Afternoon Course ETH4 Bryan Slone, CPA Mahoney State Park, Ashland ET 

DETAILS
December 17 Build Your Brand BYB1 Elizabeth Hallgren, Verde Martin Webinar TX 

DETAILS
December 18 Mastering the Fundamentals of Estate and Gift Tax Planning MFEP John Sherrick, Surgent Quarry Oaks Golf Club, Ashland TX 

DETAILS
December 19 Efficient and Effective Form 1040 Review: The Next Step For Valuable Staff ERTW John Sherrick, Surgent Quarry Oaks Golf Club, Ashland TX 
635 S. 14TH ST. SUITE 330
LINCOLN, NE 68508
(402) 476-8482
(800) 642-6178
(402) 476-8731