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  • 2013 Annual Summit | Nov. 13-14 | DoubleTree by Hilton, Columbia

    South Carolina Association of Certified Public Accountants

    CPE By DesignCreate. Learn. Excel .

    South Carolina


  • South Carolina Association of CPAs | 2013 Annual Summit2

    Change is not just occurring its accelerating.For CPAs, this means new challenges and new opportunities as technological,

    regulatory and economic changes converge. The 2013 Annual Summit offers

    the tools you need to take charge of your future in three easy steps:

    C r e a t e . Featuring four tracks, the Summit includes sessions in A&A, tax, technology and industry with specific sessions approved for CFP and CLE credit. Customize your learning plan around the knowledge and skills you need!

    L e a r n .Discover how to adapt quickly and knowledgeably to the issues that impact you, your clients and your organization.

    E x c e l .Apply the knowledge and resources acquired anddont just plan for the future take charge of it!

    at the 2013 Annual Summit


  • Register Now | (888) 557-4814 | 3

    = CFP Credit | = CLE Credit

    = CFP Credit | = CLE Credit

    featured speakersWilliam Balhoff, CPA, CFE, CFF, CGMAManaging Director and CEO/ Postlethwaite & Netterville

    William E. Bill Balhoff, CPA, CFE, CFF, CGMA, is the managing director and CEO for Postlethwaite & Netterville. He joined P&N in 1976 and became a director in 1986. He currently serves as vice chairman of the American Institute of CPAs (AICPA) Board of Directors. He has over 35 years experience in technical audit, accounting and consulting activities. Because of the firms diverse client base he has experience in a broad range of industries. His primary industry groups are financial institutions, SEC firms, retailers and insurance companies.

    Erica OrangeVice President/Weiner, Edrich, Brown, Inc

    Erica Orange is vice president of Weiner, Edrich, Brown, Inc., a leading futurist consulting group. Formed in 1977, Weiner, Edrich, Brown, Inc. (WEB) helps their clients to identify trends and opportunities in the areas of marketing, product development,

    strategic planning, investments, human resources and public affairs.

    Glen WardOwner/Glen Ward Speaking/Entertainment

    Glen Ward is a professional humorist and inspirational speaker. His engagements take him all across America addressing corporations; national, regional, and state associations; government agencies; chambers of commerce; schools; civic organizations; and churches. His wholesome humor involves hilariously accurate impersonations of well-known political and musical celebrities. He also entertains his audiences with stories and life lessons learned from his experiences growing up in a ministers home.

    Jared Weiner, MBAVice President/Weiner, Edrich, Brown, Inc

    Jared Weiner is vice president of Weiner, Edrich, Brown, Inc., one of the worlds leading futurist consulting firms. Throughout his career, Jared has consulted for Weiner, Edrich, Brown, and has

    been integrally involved in the identification and understanding of emerging trends in the global marketplace and their implications for a variety of clients. Jareds current responsibilities include

    creating a complete multi-channel marketing strategy and developing new products and services.

  • South Carolina Association of CPAs | 2013 Annual Summit4

    schedule at-a-glance

    Wednesday, Nov. 13 Thursday, Nov. 14

    Wednesday evening

    7:15 10:30 a.m. Registration and Continental Breakfast

    8:30 10:10 a.m. CPE Sessions

    10:10 10:25 a.m. Vendor Networking Break

    10:25 a.m. 12:05 p.m. CPE Sessions

    12:05 1:20 p.m. Lunch and Entertainment

    1:20 3:00 p.m. CPE Sessions

    3:00 3:20 p.m. Vendor Networking Break

    3:20 5:00 p.m. CPE Sessions

    5:00 7:30 p.m. Vendor and Member Reception

    5:30 6:30 p.m. New CPA Oath Ceremony

    6:45 10:30 a.m. Registration and Continental Breakfast

    7:30 8:20 a.m. Bonus CPE Sessions (by invitation only)

    8:30 10:10 a.m. CPE Sessions

    10:10 10:25 a.m. Vendor Networking Break

    10:25 a.m. 12:05 p.m. CPE Sessions

    12:05 1:25 p.m. Student RecognitionLuncheon

    1:25 3:05 p.m. CPE Sessions

    3:05 3:20 p.m. Vendor Networking Break

    3:20 5:00 p.m. CPE Sessions

    *Please note the annual member meeting will not occur at this event. The annual member meeting will occur in May 2014. Details will be sent early 2014.

  • Register Now | (888) 557-4814 | 5

    scheduleWednesday, November 13

    7:15 10:10 a.m. Registration and Continental Breakfast

    8:30 10:10 a.m. Concurrent Sessions (Select One) B01 - The Future Begins Now: How Current Trends are Shaping the 10 Growth Areas of Tomorrow (EC2) Erica Orange and Jared Weiner, MBA Weiner, Edrich, Brown, Inc.

    The world, and everything in it - especially technology - is changing at break neck speed. This session will discuss how several major technological, social, economic, demographic and environmental trends are shaping the 10 growth areas of the emerging Metaspace Economy. We will take a journeyinto the short and long-term future to uncover the growth opportunities of tomorrow.

    B02 - Nexus and Multistate Tax Issues (TX2) Bob Baldwin, CPA, PFS, AEP and Ken Newhouse, CPA, CITP Baldwin & Associates and Moore, Beauston & Woodham LLP

    When your company conducts business out of state, it can easily establish nexus. Nexus is the minimum connection or contact between a taxpayer and a state suffi-cient to subject the business to the taxing jurisdiction of that state. Although this is not always unfavorable, it does add significant burdens in terms of record keeping and filing requirements. Business income taxes and sales/use tax requirements imposed by another state can be significant and interest and penalties can be assessed for all pre-vious years back to the first year nexus was established. States do not use a standard tax system when imposing their taxes on business entities. Differences occur according to the type of tax imposed, the base on which the tax is assessed, the type of return required, which entities are included in the return, how receipts are divided among the states, and when returns are due. This session will help you better understand the requirements to ensure compliance.

    B03 - Excel Guru's Toolbox (SK2) Steven Phelan, CPA K2 Enterprises

    Beyond PivotTables, which many users consider Excel's most powerful feature, it has many other great features and add-ins. In this session, you will examine the top Excel features and add-ins to make you more productive. Examples include Fuzzy Lookup, Analysis ToolPak, ActiveData, Conditional Formatting, Evaluate Formula, Custom Views, the Camera, Slicers, Sparklines, top hot keys, and much more. This is a must-see session if you want to improve your Excel skills.

    10:10 10:25 a.m. Vendor Networking Break Visit exhibitors, make new acquaintances or rekindle old ones during this free time between educational sessions. Ensure you visit the vendor expo to win great prizes.


  • South Carolina Association of CPAs | 2013 Annual Summit6

    scheduleWednesday, November 13 (cont)

    10:25 a.m. - Concurrent Sessions12:05 p.m

    C01 - Accounting & Auditing Update (AC-1/AU-1)Tom Pietras, CPABauknight, Pietras & Stormer, PAThe session is intended to be a "10,000 feet level" overview of current developments and trends in accounting and auditing standards. We will cover recent and proposed actionsby the Financial Accounting Standards Board, the AICPA, and others.

    C02 - Federal and South Carolina State Tax Credits for Small Businesses (TX-2) Erik Doerring, EsquireMcNair Law Firm, PABusinesses, particularly small businesses, must be competitive to survive and grow in an ever-changing environment. Federal and S.C. state tax credits exist offering a variety of incentives and tax subsidies to small businesses to induce them to add or maintain employment, to grow investment, to operate in particular geographic areas, and to encourage other conduct. The CPA must be aware of these incentives to properly advise his or her clients in order to reduce the client's otherwise applicable federal and state tax burden. The CPA should assume that the client's competitors are aware of these tax credits and subsidies, and if the CPA is also not aware of these incentives the CPA advises the client at his or her peril.

    C03 - Excel's PowerPivot And Power View: A Dynamic Duo! (SK-2) Steven Phelan, CPAK2 EnterprisesTwo new Excel features - PowerPivot and Power View - provide unparalleled options for analyzing data and preparing interactive reports. With PowerPivot, you can make your Pivot-Tables even more potent, while Power View offers visualization techniques to enhance the appearance of your reports. You will learn to put the power of both of these amazing tools to use immediately by participating in this very practical session, which is sure to help you improve your analytical and reporting processes.

    C04 - Integrated Reporting (SK-2) Ricky CroninInternational Integrated Reporting CouncilIntegrated Reporting is a process that results in communication by an organization, most visibly a periodic integrated report, about value creation over time. An integrated report is a concise communication about how an organizations strategy, governance, performance and prospects, in the context of its external environment, lead to the creation of value over the short, medium and long term. Over 100 global businesses and 50 institutional investors are directly involved