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November 2009
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1
2
262J: Personal Leadership Skills—Personality, Memory, and NLP
261J: Multistate Tax Update
A258J: AICPA Advanced Course—Overview of the AICPA Peer Review Program Standards
259J: Best Practices and Current Update for Today’s Compilations and Reviews
E260J: 2009 Professional Ethics and Conduct
3
269J: Coaching Skills for CPAs, Controllers, and Financial Managers
263J: 2009 Tax Update
265J: Tax, Cash, & Modified Cash Basis Financial Statements
268J: Tax Malpractice—Understanding Your Risk and Protecting You and Your Firm
264J: Microsoft Outlook 2007 Crash Course--Learn Outlook in One Day!
E266J: 2009 Professional Ethics and Conduct
E267J: 2009 Professional Ethics and Conduct
4
CH1004: Charlotte Chapter NC State Tax Update & MultiState Tax Discussion
271J: Excel PivotTables for Accountants—Part II
273J: Guiding Your 60+ Clients on Tax, Estate, and Elder Care Strategies
274J: Microsoft PowerPoint 2007—Level 1
275J: Best Audit Practices--Government Auditing Standards and OMB Circular A-133
A270J: Controllership—Leading Edge of Corporate Performance
272J: Microsoft Word—Essential Tools and Techniques for Accountants
SH1007: Sandhills Chapter A&A Update and Oyster Roast
5
WC1006: Western Carolina Chapter Word and Excel 2007 Update
A276J: Construction Contractors—Accounting, Auditing, and Tax
277J: Form 1120S Schedule K-1 Analysis—S Corp Basis Calculations & Distributions
278J: Excel Budgeting and Forecasting Techniques
279J: Self-Employed Strategies for S Corps, LLCs, and Schedule Clients
281J: Microsoft Access 2007—Level 2
282J: Best Practices in Planning & Designing a High-Quality and Profitable Audit
PM1007: Piedmont Chapter Federal and State Tax Update and New Member Lunch
E280J: 2009 Professional Ethics and Conduct
Charlotte Young CPA Social
6
285J: Form 1065 Schedule K-1 Analysis—Basis Calc. & Dist. (Partnerships & LLCs)
286J: Tech Tools for Preventing and Detecting Fraud
287J: Complex Real Estate Deals & Strategies for Investors, LLCs, & Homeowners
290J: Guide to Better Substantive Testing and Auditing of Internal Controls
A283J: Adv. Issues in Mergers, Acquisitions, & Sales of Closely Held Businesses
E288J: 2009 Professional Ethics and Conduct
474J: Upgrading to Microsoft Excel 2007
Young CPA Cabinet Meeting
A284J: Innovative Tax Tips for Small Businesses
E289J: 2009 Professional Ethics and Conduct
7
8
9
294J: Microsoft Excel 2007 Macro Programming--Level I
A291J: Plug Your Profit Leaks—Ways to Significantly Save Time and Money
A292J: Accounting for Goodwill and Other Intangibles—Fair Value Measurements
293J: 2009 Tax Update
295J: Life Insurance Mysteries—The CPA’s Guide
296J: 2009 Top Ten Tax Topics
297J: Strategies to Maximize Contributions, Rollovers, & Distributions
10
301J: 2009 Tax Update
302J: Microsoft Excel 2007—Advanced Excel Macros and VBA Power Programming
303J: Physician Finances
304J: 1040 Tax Season Survival Guide
305J: Determine How Much Money You Need to Retire--Tax & Money Management Ideas
A298J: Buying and Selling Businesses—The CPA’s Role
A299J: Fair Value Accounting—A Critical New Skill for All CPAs
A300J: Financial Statement Analysis—Basis for Management Advice
Work/Life Issues Committee Meeting
NW1005: Northwest Piedmont Chapter Federal and State Tax Update
11
308J: Microsoft Outlook Magic—Tips and Timesavers
313J: Industry Tax Guide to Fringe Benefits and Selected Payroll Issues
307J: Human Resources Boot Camp—I
309J: Quickbooks 2009 Essentials
310J: Not-for-Profit Auditing Made Easy
311J: Introduction to International Tax
312J: Microsoft PowerPoint 2007—Level 2
314J: Converting Your Pension and IRAs to Roth IRAs
A306J: Mergers, Acquisitions, and Sales of Closely Held Businesses—Advanced Case
CV1004: Catawba Valley Chapter Professional Issues Update and Student Night
12
FH1002: Foothills Chapter Professional Issues Update - Shelby
315J: Human Resources Boot Camp—II
317J: A&A Issues Unique to Health Care Organizations
318J: Financial, Estate, and Tax Planning for Individuals Over 55
320J: The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2009
321J: Protecting Clients Against Identity Theft and Investment & Consumer Fraud
316J: Digital Security and Privacy—Protecting Your Organization’s Data
FH1003: Foothills Chapter Professional Issues Update - Gastonia
E319J: 2009 Professional Ethics and Conduct
13
323J: Tax Depreciation—A Comprehensive Review and Update
324J: Microsoft Excel 2007—Functions and Formulas in Practice
327J: Intermediate Pension Profit Sharing and Other Benefit Issues
322J: 2009 Tax Update
325J: C Corporation—Advanced
326J: NC Accountancy Law—Ethics, Principles, and Professional Responsibilities
328J: MBA in a Day!
Tax Committee-IRS Staff Meeting
14
Young CPA Cape Fear Habitat for Humanity Event
Young CPA Second Harvest Food Bank of Metrolina Event
Triangle Young CPA Food Bank Community Service Event
15
16
SYM09: 70th Annual Symposium
17
SYM09: 70th Annual Symposium
329J: QuickBooks 2009—Level 1
18
SYM09: 70th Annual Symposium
19
Peer Review Committee
332J: CPA’s Guide to Email, Record Retention, Destruction, & Security
335J: Social Security, Medicare, and Prescription Drug Retirement Benefits
A330J: Cash and Tax Basis Financial Statements—Preparation and Reporting
E333J: 2009 Professional Ethics and Conduct
331J: Only Financial Reporting 2.0—Skills for Smaller Company Financial Managers
E334J: 2009 Professional Ethics and Conduct
CF1004: Cape Fear Chapter Technology Update
CP1007: Coastal Plains Chapter Estate Tax Planning & Gift Tax Update
Coastal Plains Chapter Board Meeting
20
339J: Accountant’s Guide to Practical Business Law for 2009+2010
341J: The Complete Guide to Payroll Taxes and 1099 Issues
338J: Effective Business Writing—Cut Writing Time in Half and Double the Impact
340J: Microsoft Excel 2007—Level III
A336J: That’s Not What I Said!—Effective Workplace Communication
A337J: Compilation and Review Engagement Essentials
21
Young CPA Piedmont Habitat for Humanity Event
22
23
345J: Basic Pension Profit Sharing and Compliance
344J: Disclosure—The Key to Financial Statements
A343J: Internal Control Deficiencies—Assessment and Reporting Under SAS 115
24
346J: Hands-on Guide to Understanding and Testing Internal Control
347J: Essentials of Advanced Excel
348J: Excel Shortcuts—Increasing Productivity
25
26
Thanksgiving Holiday - NCACPA Office Closed
27
Thanksgiving Holiday - NCACPA Office Closed
28
29
30
351J: Microsoft Excel 2007—Level II
A349J: Small Business Audits—Best Practices Including Risk Assessment
A350J: Applying A-133 to Nonprofit and Governmental Organizations
AO1005: Albemarle/Outer Banks Chapter Professional Issues Update and Dinner
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