CalCPA Education Foundation Conferences 15-16

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Sacramento

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Burbank

Sonoma County

calcpa.org/conferences | (800) 9-CalCPA

//////////////////////////////////////////////// CPE WeeksTop instructors, relaxing destinations, and up to 40 hours of continuing education—CalCPA Education Foundation CPE Weeks offer it all. You’ll enjoy free WiFi, boxed lunches, and access to discounted room rates at hotels that are ideal for business travel as well as family vacations. Maximize your savings with a VPE 40 or VPE 24, values perfectly matched with the CPE Week experience. Whether you want to learn in the city you call home or explore one of California’s top vacation spots, you have five great locations from which to choose.

Learn more and register at www.calcpa.org/CPEWeeks.

San Diego: July 6–10 Hyatt Regency Mission Bay Monterey: Aug. 3–7 Embassy Suites Seaside San Luis Obispo: Oct. 19–23 Embassy Suites San Luis Obispo New! Newport Beach: Nov. 2–4 Pelican Hill Resort Palm Springs: Dec. 7–11 Omni Rancho Las Palmas

CoursesCalCPA Education Foundation understands the vast array of specialties, levels of expertise, and business goals involved in providing top-quality education for California CPAs. We recognize that it isn’t just about earning your required credit; it is about your commitment to excellence and lifelong learning. Our courses are available in live, webcast, and self-study formats. For those looking to get an early start to their day, we offer webcasts starting at 6:30 a.m. Our courses are designed to meet your needs at all stages of your career—from staff trainings to our best-selling Federal and California tax updates and everything in between.

Learn more and register at www.calcpa.org/RSVP.

On-Demand and PDF Self-Study ProductsEarn CPE at your own pace with CalCPA Education Foundation’s self-study products. We offer 150 self-paced, skill-building courses in two convenient formats: on-demand and PDF. Our new on-demand platform features high-quality video, chapter bookmarks, relevant optional quizzes, and instant access to the final exam. For the busiest CPAs, self-study products offer you the knowledge and instructors you’ve come to expect from our courses with maximum flexibility.

Visit www.calcpa.org/selfstudy and choose the format that works best for you.

Onsite LearningOnsite Learning maximizes your training resources and adds value to your staff’s continuing education experience. It boosts the impact of high-quality courses by allowing instructors to select examples and case studies relevant to your business and give you and your staff the opportunity to ask questions directly related to your firm in a confidential environment.

Whether you’re looking to fill regulatory requirements, introduce hot topics, or delve into specific issues, we help you meet your staff’s educational needs at your locations.

View all of our available courses at www.calcpa.org/onsite.

Ready to schedule an Onsite Learning program? Contact us at (800) 922-5272 or [email protected].

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TABLE OF CONTENTS

Conferences ...................................................2

• Accounting and Auditing Employee Benefit Plans Annual Audit

Conference

Accounting and Auditing Conference

• Business and Industry Health Care Industry Conference

Entertainment Industry Conference

Farmers Tax and Accounting Conference

Common Interest Realty Associations

Conference

Real Estate Conference

Startup Business Conference

Wine Industry Conference

Wine Industry Fundamentals: Tax, Accounting,

and Auditing

• Forensic Services Family Law Conference

• Governmental Accounting and Auditing School Districts Conference

Governmental Accounting and Auditing

Conference

• Management, Marketing and Practice Development

Technology for Professionals Conference

Women’s Leadership Forum

• Not-for-Profit Not-for-Profit Organizations Conference

• Taxation International Tax Conference

Tax Update and Planning Conference

• Trusts and Estate Planning Estate and Trust Conference

Advanced Estate Planning Institute

Conference Sponsors ....................................8

Registration Policies .....................................9

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ACCOUNTING & AUDITING BUSINESS & INDUSTRY

Employee Benefit Plans Annual Audit Conference

Employee benefit plans are complex. To maintain the highest level of quality, auditors need to know about growing regulatory and reporting and disclosure requirements. Audit deficiencies are more common than firms care to see, and the risk of plan failures or fraud is always present.

The Employee Benefits Plans Annual Audit Conference will provide you with the guidance and updates you need to know as you begin planning your plan audits. Learn about recent regulatory updates from the Department of Labor and the Internal Revenue Service. Additionally, you will be updated on auditing and accounting standards and useful tools to help you maintain your edge and deliver what your clients expect—timely advice and a sound quality audit.

Objectives:• Recognize which updates on standards

and regulations impact your employee benefit plan audit practice.

• Identify areas of risk for plan failures and fraud.

• Determine new tools to help you and your firm successfully perform high- quality audits.

Prerequisites: Basic knowledge of accounting and auditing and experience with employee benefit plan audits.

CPE Hours: 8 | AA: 8

Level: Update

Designed for: CPAs who perform employee benefit plan audits and senior managers, staff, financial professionals, individual advisers and attorneys who specialize in working on employee benefit plans.

Date Location Event

April 25, 2016 San Francisco 5152784A

April 25, 2016 Webcast 5152784B

Accounting and Auditing Conference

What does the future of A&A look like? How will changes in revenue recognition impact specific industries? What are the issues you need to be aware of to successfully manage client risks? Get these questions answered and more at the 2015 Accounting and Auditing Conference. CPAs can expect the latest information on pronouncements, standards and implementation deadlines at this important conference. The diverseagenda of expert speakers ensures that attendees will receive a comprehensive update on current issues and emerging trends affecting public accounting professionals.

Objectives:• Identify how new pronouncements,

standards and implementation deadlines will impact your business.

• Recognize critical changes in the accounting environment likely to impact your firm and your clients.

• Recall changes in SSARS 21, learn how it impacts your clients, and find out what’s coming.

• Explore emerging trends in accounting and auditing.

Prerequisites: General working knowlege of GAAP andcompilation, review and audit standards.

CPE Hours: 8 | AA: 8

Level: Update

Designed for: CPAs seeking technical A&A updates from leaders in the profession.

Date Location Event

Oct. 29, 2015 Burbank Area 5151005A

Oct. 30, 2015 San Francisco 5151005B

Oct. 30, 2015 Webcast 5151005C

Health Care Industry Conference

For several years, health care policy made the headlines; but those who work in this industry know that beyond the front page news there are critical issues impacting the health care industry in the U.S. The future of health care will be impacted by political, economic, legislative and technological changes. Be engaged and knowledgeable about the most significant issues to advise your clients or employer on key issues facing the industry. Additionally, this event will give you an opportunity to meet with both emerging and experienced professionals in this sector to build your network. Learn from seasoned professionals and industry experts as they share their experience, thoughts about the future and the best practices they’ve implemented to improve bottom line results at the Health Care Industry Conference.

Objectives:• Identify changes in health care legislation

and other key industry topics. • Determine financial, accounting and tax

issues that could impact your organization or your clients.

• Recognize critical issues impacting your organization and staff.

Prerequisites: Basic understanding of finance and tax or working experience in health care.

CPE Hours: 8

Level: Update

Designed for: CPAs, financial professionals and health care administrators.

Date Location Event

April 28, 2016 Burbank Area 5151280A

April 28, 2016 Webcast 5151280B

Burbank

San Francisco

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Entertainment Industry Conference

CalCPA Education Foundation rolls out the red carpet for its annual Entertainment Industry Conference. CPAs, business managers, attorneys, CFOs and controllers can stay on the cutting edge of an ever-changing industry by attending this popular event. Get insights and practical advice for handling entertainment business issues from experts. Learn everything from optimizing revenue while minimizing risk with social media to international tax and estate planning for entertainers and athletes, as well as critical legislative and regulatory developments. Join your entertainment industry colleagues for this annual, must-attend event. A networking reception will give you the opportunity to engage with speakers and your peers in the entertainment industry.

Objectives:• Identify key legislative and regulatory

updates critical to the entertainment industry.

• Recognize top issues facing the industry.• Recall recent changes to industry

standards and protocols.

Prerequisites: General understanding of accountingand tax. Experience in the entertainment industry is helpful.

CPE Hours: 8 | MCLE: 6.5

Level: Update

Designed for: CPAs, business managers, attorneys, bankers, CFOs and controllers who work for, or have clients in, the entertainment industry.

Date Location Event

June 2016 Los Angeles/

Beverly Hills

June 2016 Webcast

Farmers Tax and Accounting Conference

California is the leading producer of fruits, vegetables, wine and nuts in the U.S. and dairy products contribute the largest single share of farm income in the state. A CPA’s knowledge and experience can make a big difference in the business affairs of farmers. As a trusted adviser, it is more important than ever that you help your clients or employer identify, quantify and assess the best way to handle a wide range of business matters. Whether from small or large farms, it is important for you or your client to resolve complex tax, audit and operational challenges. This conference will provide crucial knowledge and information about current topics, economic trends, incentives, and key tax and audit updates.

Objectives:• Recall the year’s most important

regulatory, financial, economic, valuation and real estate issues facing your clients in farming.

• Recognize insights and practical tips to stay ahead of the trends and changes in the agricultural industry.

Prerequisites: General knowledge of accounting and tax. Experience in farming or agribusiness is helpful.

CPE Hours: 8

Level: Update

Designed for: CPAs, CMAs other financial professionals and attorneys working directly in farming and agribusiness.

Date Location Event

Sept. 17, 2015 Fresno 5151252A

Sept. 17, 2015 Webcast 5151252B

Common Interest Realty Associations Conference

Back by popular demand, attend the 2015 Common Interest Realty Associations Conference for updates on important accounting, auditing, tax and legal requirements affecting housing cooperatives and townhome, condominium and homeowner associations. This returning event will help CPAs and attorneys better serve their common interest realty association clients. Whether you are a professional working in association management, CPA or attorney you will benefit from the expert speakers and vital information shared at this conference.

Objectives:• Identify key legislation and taxation

requirements that affect housing cooperatives and townhome, condominium and homeowner associations.

• Recognize which accounting and auditing standards and principles impact common interest realty associations.

Prerequisites: Basic knowledge of accounting and tax or common interest realty associations.

CPE Hours: 8

Level: Update

Designed for: CPAs, attorneys, association managers and other professionals interested in homeowner association management, taxation and auditing.

Date Location Event

Sept. 21, 2015 San Francisco 5151141A

Sept. 21, 2015 Webcast 5151141B

FresnoLos Angeles

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Real Estate Conference

Local and global economic trends continue to shape the California real estate industry landscape. To stay at the top of your professional game, you need to know what’s in store, and what information is necessary to protect your client’s holdings? Attend the 2015 Real Estate Conference to find out what is affecting this sector of business, as well as learn about the economic, tax and legal developments impacting property owners. Don’t miss your chance to get the latest information and updates from top experts in the field.

Objectives:• Recognize which economic and

legislative issues affect real estate owners, developers, property managers and builders.

• Determine how tax and financial matters related to real estate impact individuals and businesses.

Prerequisites: Basic knowledge of accounting and tax or working experience in real estate.


Level: Update

Designed for: CPAs, attorneys and other professionals who advise companies and individuals with real estate holdings in California and beyond.

Date Location Event

Oct. 28, 2015 Burbank Area 5151422A

Oct. 28, 2015 Webcast 5151422B

Startup Business Conference

Growing an idea into a successful business is a collaborative effort. Entrepreneurs, CPAs, financial professionals, attorneys and other business advisers must work together in order to develop a startup business. From securing the best type of capital to developing a growth strategy, this conference brings together experts from myriad sectors to discuss key topics facing startup businesses and the professionals who advise them. Give your business or your clients an edge by learning about issues such as international regulations, scalability, recruitment, retention, building a knowledgeable network and managing risk.

Objectives:• Identify key tax, accounting and legal

compliance issues impacting startup businesses.

• Determine what you need to do to ensure you have the right professionals in place to maximize your business success.

• Recognize ways to protect your basic business interests and learn more sophisticated strategies to address business grow.

Prerequisites: Basic knowledge of finance, tax or experience in starting or advising early- to mid-stage businesses.

CPE Hours: 8

Level: Update

Designed for: CPAs, attorneys and other business and financial professionals who specialize in helping startup businesses grow, as well as early- to mid-stage entrepreneurs, new business owners, incubators and founders who want to take their business to the next level.

Date Location Event

Dec. 3, 2015 San Francisco 5152930A

Dec. 3, 2015 Webcast 5152930B

Wine Industry Conference

At last count, California wineries were responsible for employing 330,000 individuals in the state. To have continued success in this thriving industry, CPAs, CFOs and controllers must keep up to date on business issues and best practices. The 2015 Wine Industry Conference is a must-attend event for accounting, audit, tax and legal professionals who serve this market. Industry leaders will share recent developments and real-life examples to help you get ahead, and stay ahead, of your competition. Wine donated by planning committee members and/or speakers will be served at lunch.

Objectives:• Identify current issues and trends within

the wine industry.• Recall best practices for winery operations.• Recognize new tax, accounting and

legislative updates, which impact the wine industry.

• Outline innovative ideas to increase your competitive edge.

Prerequisites: Basic understanding of tax and accounting. An understanding of the wine industry is helpful.

CPE Hours: 8

Level: Update

Designed for: CPAs, CFOs, controllers, attorneys, management accountants, consultants and other professionals who do business in the wine industry.

Date Location Event

Dec. 7, 2015 Sonoma

County

5151542A

Dec. 7, 2015 Webcast 5151542B

Sonoma County

Burbank

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School Districts Conference

Financial professionals handling internal or external audits of school districts must be aware of the current accounting and auditing challenges. Key government speakers and industry experts will bring you the latest developments. Boot camp sessions are offered for those new to school district auditing, or who are re-entering the industry. Join your colleagues and industry leaders for practical guidance, real-life examples and insights into the biggest topics impacting school districts.

Objectives:• Identify the impact of key updates from

the California Department of Education and California State Controller

• Recognize key changes in school district audits.

Prerequisites: Working knowledge of school district auditing.

CPE Hours: 8 | AA: 8 | GT: 8 | YB: 8

Level: Update

Designed for: Senior-level staff and partners responsible for school district audits, large-district business staff, school district fiscal directors, county office business officials and school board members.

Date Location Event

May 2016 Sacramento

Area

May 2016 Webcast

Family Law Conference

It’s Complicated isn’t just a Hollywood movie; the phrase perfectly describes the challenges faced everyday by CPAs and attorneys working in family law. The Family Law Conference addresses the wide range of legal, tax, financial and valuation issues related to separation and divorce. CPAs, attorneys, judges and other professionals attend this event to deepen their knowledge of the complex issues related to family law including: California community property, income available for support, forensic accounting related to dissolution and best practices to protect your client in court. Seasoned practitioners, who specialize in family law, will share their expertise with you. This conference provides an excellent opportunity to meet, mingle and discuss your questions with judicial officers, accountants and lawyers who specialize in family law.

Objectives:• Identify recent case law and litigation

impacting your practice.• Recognize which top issues will likely affect

your clients.

Prerequisites: General knowledge of family law or experience with tax planning or litigation.


Level: Update

Designed for: CPAs, attorneys, judges, other professionals and staff who require current knowledge of family law cases and issues.

Date Location Event

Nov. 12, 2015 Los Angeles

Airport

5151236A

Nov. 13, 2015 San Francisco 5151236B

Nov. 13, 2015 Webcast 5151236C

Wine Industry Fundamentals: Tax, Accounting, and Auditing

If California were a separate country, it would be the world’s fourth-largest wine producer. An industry of that size requires accounting and financial professionals who know the latest information on accounting, auditing and taxation. Experienced, knowledgeable practitioners will teach you what you need to know about tax, accounting and auditing for the wine industry. Topics will be determined by the planning committee and will be based upon what they are seeing in their practice or with clients.

Objectives:• Recall basic principles of wine industry tax,

accounting and auditing.• Identify issues that could be problematic.• Recognize legislative updates, and new

tax and accounting standards.• Outline best practices for winery operations.

Prerequisites: Basic understanding of tax and accounting. An understanding of the wine industry is helpful.

CPE Hours: 8

Level: Overview

Designed for: CPAs and financial professionals who work in public accounting and have wine industry clients. Winery professionals who want a better understanding of what their CPA needs from them.

Date Location Event

Dec. 8, 2015 Sonoma

County

5152817A

Dec. 8, 2015 Webcast 5152817B

Sacramento

FORENSIC SERVICES

Sonoma County

GOVERNMENTAL

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Governmental Accounting and Auditing Conference

Don’t miss CalCPA Education Foundation’s annual update for CPAs and financial professionals working in governmental accounting and auditing. Key figures in this sector will update you on the most important current and proposed standards, including GASB 68 and 71. You will have the opportunity to get your questions on the hottest topics answered by knowledgeable speakers in both government and the private sector. Learn what will impact you and your clients today and what is on the horizon at the 2016 Governmental Accounting and Auditing Conference.

Objectives:• Recognize changes and issues affecting

governmental entities.• Recognize key principles and strategies

that are available to help troubled governmental entities.

Prerequisites: Basic understanding of governmental accounting and auditing.

CPE Hours: 8 | AA: 8 | GT: 8 | YB: 8

Level: Update

Designed for: CPAs, financial professionals and officials who work with governmental entities, as well as professionals in government who need to stay current on government finance and audit.

Date Location Event

May 2016 Sacramento

Area

May 2016 Webcast

Women’s Leadership Forum

From staff accountants to partners, the Women’s Leadership Forum inspires and empowers women working in accounting and finance. This ever-popular and well-attended event will help you successfully manage your career opportunities and reach your goals. Engaging speakers will share their insights on success, tell you what they did to get to the top of their professional ladder, and encourage and teach you how to get to the top of yours. You will leave with a renewed vision, key concepts to implement right away and a practical plan to help you reach the next rung of success.

The networking luncheon features our annual Women to Watch Awards, which recognizes outstanding women for their inspiring contributions to the profession and their communities.

Objectives:• Determine how current leadership

ideas and trends can improve your professional presence.

• Recognize issues that hold you back and what changes you can make to get ahead.

Prerequisites: Basic knowledge of leadership structures within an accounting firm or corporation.

CPE Hours: 6

Level: Overview

Designed for: All women who are interested in enhancing their leadership skills.

Date Location Event

April 29, 2016 Los Angeles/

Beverly Hills

5151000A

DEVELOPMENT

Technology for Professionals Conference

The Technology for Professionals Conference offers sixteen hours of fast-paced presentations designed to make you more productive and efficient when using technology. K2 Enterprises’ nationally recognized speakers will provide you with practical solutions to real-world issues faced by accounting, finance, and other business professionals. You will receive helpful tips and advanced techniques, along with the tools and skills necessary to keep up with the ever-increasing pace of change in technology.

Objectives:• Determine how to utilize existing and future

technologies to address the needs of your organization.

• Understand trends in hardware and software in order to make more informed decisions for your business and your clients.

• Develop and implement strategies for Cloud computing and the Mobile Office.

• Utilize Microsoft Office’s most powerful features

Prerequisites: Fundamental knowledge of hardware, software, and technology trends.

CPE Hours: 16

Level: Overview

Designed for: Accounting and financial professionals who want to improve their personal and organizational productivity.

Date Location Event

Nov. 9-10, 2015 Sacramento 5153069A

Nov. 9-10, 2015 Webcast 5153069B

Sacramento

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San Francisco

International Tax Conference

Globalization isn’t just a buzzword describing our modern economy, it impacts the work of businesses and individuals and the tax professionals who advise them. Whether your clients are individuals with international holdings, U.S. citizens working in foreign countries, multinational families, families with international business interests, or foreign nationals working in the U.S., you need an understanding of the forms, reporting requirements, standards and regulations required for international tax. This conference offers concurrent sessions to allow you to tailor your education to meet your needs. Clear overviews, insightful discussions and best practices from international tax experts are the hallmarks of this event.

Objectives:• Outline practical ways to advise foreign

individuals or families who are entering or leaving the United States, or who have dual status.

• Identify new requirements, standards and regulations that impact your international clients and domestic clients with global business interests.

• Recognize and understand tax, legal and other business matters pertaining to foreign investments.

Prerequisites: Basic knowledge of taxation.

CPE Hours: 8 | MCLE: 8

Level: Update

Designed for: CPAs, attorneys and other tax orfinance professionals who advise nonresidents with U.S. investments, U.S. citizens living or doing business abroad, as well as individuals and families moving across borders.

Date Location Event

Nov. 6, 2015 San Francisco 5151315A

Nov. 6, 2015 Webcast 5151315B

Tax Update and Planning Conference

For more than 65 years, the Tax Update and Planning Conference has offered comprehensive updates on California and federal tax standards, regulations, court cases and enacted and proposed legislation. This two-day event delivers a detailed review of the biggest changes in individual and corporate taxation for 2015, practical advice for guiding your clients to minimize tax costs and best practices to help you prepare for the upcoming tax season. Don’t miss your opportunity to meet with peers and learn from experts to get your questions answered.

Objectives:• Identify the federal and California tax

developments and regulations affecting individuals, corporations, estates and trusts.

• Determine areas of tax savings for your business or clients.

Prerequisites: Working knowledge of taxation for individuals or businesses.

CPE Hours: 16 | CTEC-CA: 1 | CTEC-Fed: 15 | IRS-FTL: 16 | MCLE: 13

Level: Update

Designed for: CPAs, attorneys and other tax practitioners in public accounting and business.

Date Location Event

Nov. 23-24, 2015 San Francisco 5151531A

Nov. 23-24, 2015 Burbank Area 5151531B

Nov. 23-24, 2015 Webcast 5151531C

TAXATION

Not-for-Profit Organizations Conference

Whether you work with charitable foundations, museums, state associations or one of the many other types of not-for-profit organizations, this conference is for you. Long-held as one of California’s premier conferences for this specialized sector, the 2016 event will surely meet your CPE needs. Designed jointly by industry and public accounting experts, this conference features nationally recognized speakers who will discuss pertinent accounting, audit, legal, tax and regulatory updates in the not-for-profit market. Concurrent sessions are tailored to meet the specific needs of public and private sector professionals, and some offer additional specialty credit. Time will be devoted to address critical questions facing you and your clients.

Objectives:• Determine the latest standards and

technical requirements facing not-for-profit organizations.

• Identify answers to key tax and accounting questions related to nonprofits.

• Recognize issues that could affect operations and profitability.

Prerequisites: Basic knowledge of accounting, auditing or tax planning for not-for-profit organizations.

CPE Hours: 8

Level: Update

Designed for: CPAs, CFOs, controllers, executive directors, attorneys and financial staff who work with not-for-profit organizations (NFPs). CPAs who audit or do the financial statements for NFPs. Board members who want a better understanding of financial issues facing their organization.

Date Location Event

May 2016 Burbank Area

May 2016 San Francisco

May 2016 Webcast

San Francisco

NOT–FOR–PROFIT

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Estate and Trust Conference

CPAs, attorneys and financial planners serve as guides for clients who want to protect their businesses and wealth through estate planning. As the regulations and legislation surrounding succession planning, health care directives, transfers of assets, gifts, trusts and other keys to estate planning continue to evolve, so do the skills and knowledge necessary for their advisers. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area at the Estate and Trust Conference. Don’t miss this popular conference to learn how to better serve your clients and build your estate planning practice.

Objectives:• Identify ways to maximize the worth of your

clients’ estates.• Recall specific non-tax reasons for estate

planning and learn what’s new.• Recognize ways to take advantage of changes

in estate planning to build your practice.

Prerequisites: Basic understanding of estates and trusts.

CPE Hours: 8 | CTEC-Fed: 8 | MCLE: 6.5 | LS-EP: 6.5 | IRS-TX: 5

Level: Update

Designed for: CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance; other estate planning professionals; practitioners with high net-worth clients and clients with interests in closely held businesses.

Date Location Event

June 18, 2015 Los Angeles

Airport

5151186A

June 19, 2015 San Francisco 5151186B

June 19, 2015 Webcast 5151186C

TRUSTS AND ESTATE PLANNING

Advanced Estate Planning Institute

Now in its 20th year, the Advanced Estate Planning Institute continues to be the gold-standard of estate planning educational events in California. As estate planning continues to change dramatically, today’s CPA can be more influential than ever in implementing and addressing these changes. Information is everything and with the shift from transfer tax to income tax, you have a role to play in how decisions are made to best protect your client’s assets. Nationally recognized speakers will offer key updates and materials to assist you in your practice. Whether you’ve attended in the past, or you’ve just thought about it, make attending the 2016 Advanced Estate Planning Institute your priority.Thursday’s networking reception will give you the opportunity to mix and mingle with speakers and your advanced estate planning colleagues.Note: Conference materials will be distributed as a printed book to Orange County attendees. Webcast attendees will receive their materials electronically.

Objectives:• Identify current issues facing your estate

planning clients.• Outline practical plans to help you advise

clients on a broad range of income and transfer tax issues.

• Recognize new strategies to protect your clients’ assets.

Special Pricing: CalCPA Member: $895 Nonmember: $1,095Coupon Add-On: $175 VPE Add-On: $275

Prerequisites: Working knowledge of estate planning techniques, including: charitable trusts, GRATs, IDGTs, subtrust funding and gifting.

CPE Hours: 16 | IRS-FTL: 16 | MCLE: 13 | LS-EP: 13

Level: Advanced

Designed for: CPAs, attorneys, insurance and financial professionals who have extensive experience in estate planning.

Date Location Event

Jan. 28-29, 2016 Orange County

South

5151028A

Jan. 28-29, 2016 Webcast 5151028B

Orange County

Top-notch, nationally-recognized instructors; fun, family-friendly and relaxing destinations; and up to 40 hours of continuing education credit at a time—CalCPA Education Foundation CPE Weeks offer it all! As a CPE Week attendee, you will have access to discounted room rates at quality hotels that are ideal for business travelers as well as for family vacations. Whether you want to learn in the city that you call home, or explore some of California’s favorite vacation spots, you have five great locations from which to choose! Now includes Luxury CPE locations. calcpa.org/cpeweeks

CPE Weeks

(formerly CE Weeks)

San Diego—Luxury CPE Hyatt Regency Mission Bay July 6–10

Monterey Embassy Suites Seaside Aug. 3–7

San Luis Obispo Embassy Suites SLO Oct. 19–23

New! Newport Beach—Luxury CPE Pelican Hill Resort Nov. 2-4

Palm Springs—Luxury CPE Omni Rancho Las Palmas Dec. 7–11

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CONFERENCE SPONSORS

For a full list of Platinum, Gold, and Silver sponsors, visit: calcpa.org/sponsors

PLATINUMMoss Adams LLP // www.mossadams.com/home

Xero // www.xero.com/us

City National Bank // www.cnb.com/entertainment

GOLDBPM // www.bpmcpa.com

Venable // www.venable.com

SILVER AND RECEPTION SPONSORHUB International Insurance Services // www.hubinternational.com

SILVERUnion Bank // www.unionbank.com/commercial-bank/our-industry-expertise

BNY Mellon Wealth Management // www.bnymellonwealthmanagement.com

ADP // www.adp.com/partners/accounting-professionals.aspx

Green Hasson Janks, LLP // www.greenhassonjanks.com

RBZ, LLP // www.rbz.com

Salem Partners LLC // www.salempartners.com

BRONZEBDO // www.bdo.com

Evidentia Consulting // www.evidentiaconsulting.com

NSBN LLP // www.nsbn.com

Kathy Kamei // www.kathykamei.com

SUPPORTINGDatafaction, Inc. // www.df.com

DZH Phillips // www.dzhphillips.com

Fraud Hotline, LLC // www.fraudhl.com

Harrington Group CPAs, LLP // www.npocpas.com

Hood & Strong, LLP // www.hoodstrong.com

Lautze & Lautze CPAs & Financial Advisors // www.lautze.com

Grant Thornton LLP // www.grantthornton.com

SingerLewak LLP // www.singerlewak.com

MID-MORNING BREAK SPONSORValensi Rose, PLC // www.vrmlaw.com

MID-AFTERNOON BREAK SPONSOREP Financial Solutions // www.epfi nancialsolutions.com

DatafactionSpecialized Accounting Solutions

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IN-KIND SPONSORSMotion Picture & Television Fund // http://www.mptf.com

Variety // www.variety.com


Registration

• Registrations are taken on a fi rst-come, fi rst-served, space available basis.

• Walk-ins are allowed on a space available basis at the full member/nonmember fee.

• Multi-day programs must be attended by the same registrant each day. No substitutions are allowed.

• CalCPA Education Foundation reserves the right to substitute speakers, change locations based on facility availability and to cancel programs if necessary. Travel expenses for canceled events incurred by the registrant will not be reimbursed.

• CalCPA Education reserves the right to refuse admission and to remove any individual whose behavior it deems inappropriate.

Materials

Conference materials are provided in PDF format for most conferences. Three business days before the conference, they will be accessible via calcpa.org/MyEvents.

Fees

All standard and discount program fees are based on the CalCPA membership year (May 1-April 30). Fees are applied when the CPE event is held or CPE product is purchased. CalCPA member rates are applicable only to CalCPA members in good standing during the applicable term. VPE fees are applicable only to current CalCPA members. Nonmembers are eligible to purchase Coupons. All discount programs are valid for one year from the date of purchase.

Cancellations

Four or more business days prior to an event by 5 p.m. PDT customers can now cancel online via My Events.

To receive a full refund, cancellations must be made by phone (800) 922-5272 or email [email protected] at least four business days prior to the event.

Three business days or less before an event, cancellations may be made by phone (800) 922-5272. A $125 cancellation fee will be charged for all cancellations made three business days or less prior to the event. Any add-on fees will not be refunded.

No-shows

No refunds will be given for no-shows.

VPE discount program holders—No-shows will have the number of registered CPE hours deducted from their VPE credit.

Coupon users—No-shows will forfeit the coupon used to register.

Confi rmation Notices

Approximately fi ve days before the event, CalCPA Education Foundation will send you a confi rmation/reminder via email. You may also access your confi rmation online at any time. Please check this notice carefully for FINAL

details about the event facility and to download materials for events with ebooks.

Attendance Policies

To be admitted to a course or conference, you are required to legibly sign your name on the offi cial sign-in sheet prior to the start of the event. If you arrive late, you must note your arrival time on the sign-in sheet. If you need to leave early, you must initial and note your departure time on the sign-in sheet to receive partial credit.

CalCPA Education Foundation archives sign-in sheets as required by the California Board of Accountancy to verify your CPE attendance in the event your CPE records are audited.

Note to webcast group participants: To ensure your attendance is properly recognized, your name must be listed under the “Group Sign-In Sheet” that is accessible to your webcast group leader via the webcast browser window on the day of the event. If your name is not listed, please call Member Services at (800) 922-5272.

CPE Credit Policies

Events run from 8:30 a.m.-4:30 p.m. unless otherwise indicated. Arrive early to allow time to sign in before the event begins—and to make sure your receive full credit for the day. The California Board of Accountancy records CPE calculated on a 50-minute hour, which is comprised of two 25-minute segments. Once the fi rst 50-minute hour of CPE has been completed, you will receive ½ credit hour for each additional 25-minute segment that is completed.

The California Board of Accountancy requires CPE providers to closely monitor attendance during CPE. If you are not in the room during a portion of the CPE event, you will not receive credit.

Credit Information

You can access your personalized certifi cate of completion from the My Events section of calcpa.org (within a few days of course completion).

Your CPE record, located under My CPE Tracker in the My Account section of calcpa.org, will track your credit for all CalCPA Education Foundation and CalCPA events. You may also add CPE credit from other providers to keep all your CPE records in one location. For your convenience, this information is offered in the same format as the CE Reporting Worksheet required by the California Board of Accountancy.

Event Policies

At conferences, light breakfast, lunch, afternoon refreshments, and wireless Internet access are provided at no additional cost.

Special Needs

If you have special needs, please contact Member Services at [email protected] or (800) 9-CalCPA.

REGISTRATION POLICIES

Complaint Resolution Policy

CalCPA Education Foundation prides itself on the quality of its programs and offers a money-back guarantee for individually purchased programs. For more information regarding administrative policies, please email [email protected].

NASBA Registered

The CalCPA Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have fi nal authority on the

acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.learningmarket.org.

CalCPA Education Foundation is also a registered continuing education provider with the following organizations:

Valued-Priced Education (VPE) Discount Program Policies

Value-Priced Education (VPE) discount programs are an exclusive benefi t of CalCPA membership. VPE Programs are valid for one year from date of purchase. ID may be required at check-in. If a fi rm or organization pays for an employees VPE discount program and the employee leaves the fi rm prior to its use, the VPE discount program may be transferred to another employee at the purchasing fi rm.

Life members receive a 50 percent discount off of VPE80, but not VPE40 or VPE24.

VPE discount program fees are nonrefundable. All sales are fi nal.

Members who reach the limit of continuing education hours on their VPE discount program will be charged the full member price for any additional CPE hours.

Coupon Discount Program Policies

Coupons are fully transferable. Coupons are valid for one year from date of purchase. Coupon users who download or pick up materials onsite without attending the event will forfeit the coupon used to register without any credit being granted.

Coupon sales are nonrefundable. All sales fi nal.

CalCPA Education Foundation policies are subject to change. For up-to-date information, visit calcpa.org/policies.

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calcpa.org/conferences

CalCPA Education Foundation offers 20 conferences in both live and webcast formats throughout the year. These events offer insights into the hottest topics that impact a variety of practice areas and industries. Conference speakers are known leaders in public accounting, industry, law and other related disciplines; they will share their knowledge, expertise and understanding with you and your staff. With sessions and tracks designed for different levels of expertise, you can bring your entire staff. Networking opportunities abound during sit-down luncheons, and several conferences include concurrent sessions and sponsored receptions. Whether you are exploring a new practice area, hoping to make connections with nationally recognized experts, or want to hear the latest updates and trends from multiple speakers, CalCPAEducation Foundation conferences are right for you.

All CalCPA Education Foundation conferences include:

• Free WiFi

• Discounted parking (may not be available at all locations)

• Continental breakfast

• Networking lunch (plated lunch provided)

• Afternoon refreshments

Standard Conference Pricing*

CPE Credit HoursCalCPA MemberNonmember

8 Hours$325$425

16 Hours$650$850

1800 Gateway Drive, Suite 200San Mateo, CA 94404800.9.CalCPA | 800.922.5272

* Occasionally conference pricing varies slightly from standard pricing.

OrganizationU.S. Postage

PAIDCalifornia CertifiedPublic Accountants

Education Foundation

CalCPA Education Foundation Conferences 15-16

Documents

Transcript of CalCPA Education Foundation Conferences 15-16