Fall CPE ConferenceSept. 19-20 | The Kirkwood Center, Cedar Rapids

Fall CPE Conference

16 hours CPE

Sept. 19 | Thursday8-8:30 a.m. | Registration and networking breakfast

8:30–10:10 a.m. | Breakout sessions

A. Critical Thinking for Financial ProfessionalsDon Minges, MBA

What were they thinking? Why do business leaders sometimes make horrible decisions? It is tempting to assume that a poor choice must be due to a leader’s incompetence, inexperience, bad character, or low intelligence – but such easily at-tributed factors generally aren’t the true cause. In such situations, many turn to finance and accounting pro-fessionals for evaluation, answers, remedies and solutions to improve future decision-making.

B. Retirement Distributions, Penalties and InheritancesMark Mirsky, CPA, MST, CGMA

Get the latest information on early distributions, penalty exceptions, required distributions and other related topics.

C. Lease AccountingMark Mishler, CPA, CMA

This session will review the lease ac-counting guidance for both lessees and lessors and will focus on lease calculations and disclosures.

10:10–10:25 a.m. | Break

10:25 a.m.–12:05 p.m. | Breakout sessions

D. Top Ten Business Myths: Avoid These Errors!Don Minges, MBA

This session discusses ten of the most problematic myths, mistakes, risks and hidden landmines inherent

in every business. Help your busi-ness be more successful by learn-ing from the mistakes of others.

E. IRAs, Roths and ConversionsMark Mirsky, CPA, MST, CGMA

All forms of IRAs will be covered in this informative session. Prohibit-ed transactions, rollover IRAs and much more will be included in the discussion.

F. Blockchain Essentials–Impact on Modern AccountingMark Mishler, CPA, CMA

Learn the history behind blockchain technology and its major compo-nents. This two-session topic will explain how blockchain technology could impact accounting and finan-cial professionals as well as how to handle issues surrounding auditing and assurance in the blockchain era.

12:05–12:50 p.m. | Lunch

12:50–2:30 p.m. | Breakout sessions

G. Corporate Finance: Valuing a BusinessDon Minges, MBA

Many valuation methods exist. Which method is right? What is the best method for a given business? This session will discuss various business valuation methods, wheth-er it be for a start-up, spin-off or acquisition.

H. Opportunity ZonesMark Mirsky, CPA, MST, CGMA

The new Opportunity Zone regula-tions have been released and this exciting new tax deferral opportu-nity is difficult to understand and to implement on a tax return. Learn

about this credit, when it applies, how to report and calculate it as well as how to use it in tax planning.

I. Blockchain Essentials–Impact on Modern AccountingContinuation of 10:25 session.

2:30–2:45 p.m. | Break

2:45–4:25 p.m. | Breakout sessions

J. The Business Secrets of Trappist MonksDon Minges, MBA

“The Business Secrets of the Trap-pist Monks,” by August Turak, has been an unconventional business best selling book. What makes the monks successful? The short answer is the monks discovered an amazing secret: “It is in our own self-interest to forget our self-inter-est.” With more than 350 years of experience, discover the business lessons the Trappist Monks have learned the hard way.

K. Tax Planning Ideas for IndividualsMark Mirsky, CPA, MST, CGMA

This session will guide you through dozens of old and new planning ideas. Planning tools, checklists and examples illustrating the rules will be covered.

L. Internal Controls–Improving Structure and Monitoring Control ComplianceMark Mishler, CPA, CMA

Designed for accounting and finance leaders of any size entity, private and publicly traded, this session will focus on improving an entity’s internal control structure and monitoring control compliance.

Learn more and register at www.iacpa.org/FC #IowaCPAs

Sept. 19 | Thursday7:30-8 a.m. | Registration and networking breakfast

8–9:40 a.m. | Breakout sessions

M. Business Intelligence and Data Analytics: Make Sense of Your DataGary Cokins, MBA, CPIM

Most organizations are drowning in data but starving for information. CPAs have the opportunity to lever-age Big Data for better decision making by analyzing information to glean valuable, actionable insights. This session will help you make sense of your organization’s data.

N. Choosing a Business EntityMark Mirsky, CPA, MST, CGMA

This session will include discussions of the new law, the interaction of the new low C corporation tax rate and the 20% flow-through QBI de-duction, as well as multiple entities.

O. Audit Reports Changing Again!Mark Mishler, CPA, CMA

Hot off the press, this session will cover the recently released State-ments on Auditing Standards (SAS) 134, Auditor Reporting and Amendments, Including Amend-ments Addressing Disclosures in the Audits of Financial Statements and SAS 135, Omnibus Statement on Auditing Standards – 2019. All auditors need to know about these changes and all businesses should know what impact the guidance will have on currently undisclosed related party transactions.

9:40–9:55 a.m. | Break

9:55–11:35 a.m. | Breakout sessions

P. Effective Management AccountingGary Cokins, MBA, CPIM

Remove barriers caused by your current management accounting techniques. Twenty-first century

management accounting develops cost/unit metrics useful for bud-geting, cost analysis and control. Current methods bring fact-based costing visibility, tracing costs and identifying cause and effect rela-tionships. Learn how to reveal the true profit margin for products as well as specific sales channels and customers.

Q. Accounting MethodsMark Mirsky, CPA, MST, CGMA

View several completed Forms 3115 illustrating the new accounting method rules and limits and how to change to the cash method of ac-counting from the accrual method.

R. Financial Statement FraudMark Mishler, CPA, CMA

The financial statement fraud case studies that will be discussed in this session will provide great insights into who commits fraud, motiva-tions to commit fraud, red flags and common fraud activities.

11:35 a.m.–12:20 p.m. | Lunch

12:20–2 p.m. | Breakout sessions

S. Driver-Based Budgeting and Rolling Forecasts for Fast AnalysisGary Cokins, MBA, CPIM

The annual budgeting process is often criticized as an exercise that is obsolete soon after it is pub-lished. Improve the process using capacity-sensitive driver-based expense projections. Driver-based budgeting allows for quick scenario planning and easier analysis of a growing organization whose future may look nothing like today.

T. New Depreciation Rules After TCJAMark Mirsky, CPA, MST, CGMA

Attend this session for the most current guidance on the new

Section 179 rules-the new bonus depreciation rules, the new Quali-fied Improvement rule, and the new luxury car depreciation rules.

U. Recent Compilation and Review IssuesMark Mishler, CPA, CMA

Get the latest changes on compila-tion and review services and issues associated with providing prepara-tion services.

2–2:15 p.m. | Break

2:15–3:55 p.m. | Breakout sessions

V. Corporate Performance Management for Strategy ExecutionGary Cokins, MBA, CPIM

Poor strategy execution frustrates many executives. Corporate perfor-mance management (CPM) inte-grates techniques including strate-gy maps and a balanced scorecard. Together they align manager and employee behavior, actions and priorities using key performance in-dicators (KPIs) with specific targets to enable accountability.

W. Tax Planning Ideas for BusinessesMark Mirsky, CPA, MST, CGMA

Attend this session to hear about options for dealing with itemized deductions, fringe benefit and retirement planning tools, attributes of various entity types and more.

X. FASB UpdateMark Mishler, CPA, CMA

Obtain an overview of recent FASB updates to accounting standards. ASUs with broad application will be covered in detail. A quick synopsis of other ASUs will be provided.

Learn more and register at www.iacpa.org/FC #IowaCPAs

Sept. 20 | Friday

About this conferenceLocation: The Kirkwood Center, 725 Kirkwood Blvd SW, Cedar Rapids. Book your overnight accommodations at The Kirkwood by August 28, to receive the negotiated rate of $129. Reserve your room by calling 1-877-751-5111 and ask for the Fall CPE Conference rate.

Registration fee includes: Electronic course materials (download in advance of the conference), breaks and lunch. Notify ISCPA at least five business days prior of dietary restrictions or special needs.

Recommended CPE credit: Eight hours (one day) or 16 hours (both days).

Cancellation policy: No refund for cancellations within seven calendar days of conference. No refund on day of con-ference. Transfer in lieu of forfeiture allowed prior to September 19. Transfers received four business days or less prior to the event will be subject to a fee. Contact ISCPA if you do not receive a registration confirmation within five days of registering. Complete policies available at www.iacpa.org/cpe/policies.

RegistrationRegister at www.iacpa.org/FC. If you’re unable to complete online registration, mail form to: ISCPA, 1415 28th St Ste 450, West Des Moines, IA 50266.

Name ________________________________________________________________________________________

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Fees Both Days

Description Member Nonmember

Registration by 9/5

$475 $525

Registration after 9/5

$510 $560

Payment informationp Check Enclosed

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Credit Card # ___________________________

Exp. Date ______________________________

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Pricing information

Presorted StandardU.S. Postage

PAIDDes Moines, IowaPermit No. 34331415 28th Street, Suite 450

West Des Moines, IA 50266-1419

Please select ONE breakout session from each time period. You must provide this information to receive CPE credit.

Day one Day two

8:30-10:10 a.m.

10:25 a.m.-12:05 p.m.

12:50-2:30 p.m.

2:45-4:25 p.m.

8-9:40 a.m.9:55-11:35

a.m.12:20-2 p.m.

2:15-3:55 p.m.

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