The Ohio Society’s premier event has the information you want and need to know.

 Over 85 sessions in 12 tracks
– including a new Emerging Leaders track
✓ Tax ✓ Technology ✓ Members in Industry ✓ Financial Planning ✓ Assurance Services/A&A ✓ Emerging Leaders NEW ✓ Managing a Practice ✓ Tax Planning ✓ Emerging Issues ✓ Intuit Academy ✓ Not-for-Profit ✓ Potpourri

ew eme rging lead ers trac k!

N

BIGGER AND BETTER THAN EVER - HERE’S WHY:
 The Cleveland Accounting
Show Features:
• Today’s leading industry experts – Learn from the best and brightest explaining today's most important issues • Over 50 exhibitors – Explore the latest business products, services and technologies. Win prizes too! • Networking Reception – Wednesday, October 27 from 4:15-6:15 p.m. Connect with hundreds of other OSCPA members and expand your professional network • Career coaching – Get your questions answered in a 30-minute private session with OSCPA Career Coach, Janice Worthington, MA, CPRW, JCT • Important CPE credits – Earn up to 16 CPE credits. • A great value – Two days at one low registration fee! Plus you get breakfast, lunch and free parking.

THE OHIO SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

 Customize your CPE credentials with today's most
important issues
✓ Legislative /regulatory updates ✓ IFRS ✓ Tax updates ✓ Comp and review ✓ Technology updates/upgrades ✓ Employee benefits ✓ Roth IRA conversions ✓ Fraud prevention/detection ✓ Client retention ✓ Professional ethics ✓ College and retirement planning ✓ Health care reform issues ✓ Leadership skills ✓ Auditing standards ✓ Nonprofit issues and updates ✓ FASB update ✓ Estate planning ✓ Much more!

10Cleveland_Show_Brochure.indd 1

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WELCOME MEMBERS

Center. at the I-X er 27-28 Octob how this ounting S the d Acc Clevelan some of me at the involving to join tegies n for you and stra l invitatio , issues ends bers. ersona erging tr PA mem xtend a p plore em and OSC sure to e lea to ex eers It's my p dustry p portunity reds of in derful op hund a won h as: ting with Show is pics suc ounting e connec timely to s, whil he Acc T rs on t topic ’s hottes r speake t popula industry mos more! Society’s d much e of the tlook, an som ed Ou ar from , Advanc ns to you You’ll he recovery at it mea alties kup and s and wh void pen Data bac t update ts and a s es – ack enefi tions – the late d updat to gain b d regula eaders tr • IFRS sues an lation an erging L m – how is efor n Em l legis nology ts h care r e-sessio d federa • Tech our clien of healt Ohio an e new fiv iss th cted ou and y pects s -ena affect y don’t m • Tax a recently hanges CPAs – ess ing and recent c erging ow the proc em • Pend d fun to ates – h nce for a upd lue an er guid ess tax ation, va • Care or dd innov nd busin y to idual a s advis how to a pportunit busines • Indiv times – me the o ted care welco rtain g a trus cts they in unce pics and • Bein the subje geting sity of to ud diver tions to l menu joy of b value the bountifu and solu • The on. They ure to a re! t, ideas, o expos e seas insigh much m like you ms of th at bring • And ssionals st progra ssions th the be ing se s profe t-provok is one of h provide h though am whic ll us this ciety bers te ic progr filled wit n! s, the So a dynam Our mem a lot of fu program As alway PE also -28. is truly rk, custom C ctober 27 ee! This g Show is create a ur netwo ccountin g Show O tedly agr -hear , the A ountin ening yo hole d Acc ength s. Plus about. I w Clevelan ledge, str program rs, at the ur know lity CPE ua ing yo ur pee of high-q e enhanc and of yo r a thous n continu d ove you ca in me, an best, so the very ou will jo g you I hope y to bringin wth. forward onal gro looks our pers nding y and expa , Sincerely

E Price, CA J. Clarke O t and CE Presiden

CAREER COACHING

BACK BY POPULAR DEMAND!

FREE CAREER COACHING
EXCLUSIVELY FOR ACCOUNTING SHOW ATTENDEES
Need advice to help your resume stand out? Helpful insight into your current position? Answers on other career-related questions? As a Cleveland Accounting Show attendee, you can receive FREE, private career coaching from Janice Worthington, MA, CPRW, JCT, The Ohio Society of CPAs’ Career Coach of choice. These 30-minute coaching sessions are available on Wed., Oct. 27. Register for your session by calling CPAnswers, the Member Service Center, at 888.959.1212. Janice Worthington is president of Worthington Career Services, a resume and job search consulting firm that provides strategic career coaching to professionals at all levels of the corporate ladder. She works with The Ohio Society as a career coach, providing regular columns in the Society’s electronic publications.

REGISTER

4 EASY WAYS TO REGISTER

www.ohioscpa.com Click on the Course Catalog. Enter the course # 07701CL in the keyword field.

CPAnswers at 888.959.1212 For quicker service, reference the course # 07701CL.

614.764.7694, with credit card

OSCPA 535 Metro Place South P.O. Box 1810 Dublin, OH 43017-7810

10Cleveland_Show_Brochure.indd 2

9/16/2010 10:15:17 AM

r ste egi t. 13 R Oc E by SAV nd a 0!

$5

ClevelandACCOUNTINGSHOW
Member & Nonmember Rates
Early member fee: Early nonmember fee: Standard member fee: Standard nonmember fee:

BOTH DAYS
Course #07701CL $319* $474* $369 $524

SINGLE DAYS
Wednesday, Oct. 27 Thursday, Oct. 28 $199* $354* $249 $404

ETHICS ONLY
Wednesday, Oct. 27 - Course # 07704CL Thursday, Oct. 28 - Course # 07705CL

REGISTRATION RATES

$149* $304* $199 $354

*Register by October 13 to take advantage of early registration savings. The registration form is located on the back cover.

LOCATION
I-X CENTER
One I-X Center Drive Cleveland, OH 44135 216.676.6000 www.ixcenter.com Complimentary Accounting Show parking is provided.

CLEVELAND
90
480

LOCATION AND LODGING

HOTEL

The Society has reserved a block of sleeping rooms at:

N
237

SNOW ROAD EXIT 237

SHERATON CLEVELAND AIRPORT HOTEL
5300 Riverside Drive Cleveland, OH 44135 216.267.1500 www.sheraton.com/airportcleveland The Sheraton Cleveland Airport Hotel is conveniently located just one mile from the I-X Center. A preferred room rate of $77 is available for those that make a reservation by October 10, 2010. Make your reservations by calling 216.267.1500. Remember to indicate that you are with The Ohio Society of CPAs to obtain the preferred rate. Reservations requested after October 10 are based upon availability.
I-X Center
I-X CENTER DRIVE

71

77

BAGLEY ROAD

80

EXIT 10

PLEASE NOTE: A shuttle runs between the hotel and the I-X Center. Be sure to inquire about the shuttle schedule at check-in.

SESSION INFORMATION

If you attend five 60-minute sessions (300 minutes) each day you will earn eight hours of CPE. This program has been submitted for CLE. Sessions marked with a  have been submitted for CFP. The complete schedule is presented on the following pages. Use this key to tailor the show to your needs and interests.

1

Corporate

1 1 2 2 3 3 4 4 5 5 6

Track Session Title Session Description Speaker Description Session Number Session Time & CPE Credit

Resolving Substantial Tax Liabilities 2 Alternatives forOffer in Compromise Program) (including the Getting the Best Deal for Your Client: Repayment

3 4

Resolving a client’s substantial tax liabilities can be one of the toughest challenges a tax advisor faces. This session will provide you strategies on how best to advise and work effectively on behalf of your client. Kate Herron, JD, LLM, an associate with Terrence A. Grady & Associates, Co. LPA, focuses primarily on representing individuals and businesses in federal and state civil tax controversy matters.

AA = Accounting & Auditing ET = Ethics MG = Management SK = Specialized Knowledge TX = Taxation

9:00 - 10:00 a.m. • TX

6

5

5

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WEDNESDAY, OCTOBER 27, 2010
Registration & Breakfast
7:00 - 8:30 a.m. TAX TECHNOLOGY
What's New in Microsoft Office 2010
Matt Wilhelm, MBA Encompass Group LLC Review the new features in Microsoft Office 2010 and key changes from Office 2007 and 2003. This session will discuss tips and tricks to maximize efficiency and benefits and how to ensure a smooth rollout for your company. With Encompass Group LLC, Wilhelm is responsible for company growth, business administration, and client engagement where he focuses his skills on aligning clients’ business needs with technology to deliver clear and measurable results.

MEMBERS IN INDUSTRY

FINANCIAL PLANNING

 Federal Tax Update I
Stephen Kadish, JD, LLM, president and Matthew Kadish, JD, LLM, shareholder, Kadish, Hinkel and Weibel Review recent developments in federal tax law, including issues affecting individuals, business entities, exempt organizations, estate planning and more. Stephen Kadish is a veteran lecturer and author on tax and business planning matters. Matthew Kadish's practice includes a wide range of tax, business and estate planning matters.

 Building a Business Plan in a
Tough Economy
Jeffrey C. Susbauer, Ph.D., Cleveland State University & Growth Strategies, Inc. Survive in today's business landscape and learn how to change business models with the ups and down of the economy. We’ll examine some value added services and techniques to give your firm the competitive edge. Susbauer is completing his 40th year with Cleveland State University and is currently Chair of the Department of Management & Labor Relations, and Director of the Master of Labor Relations & Human Resources Program at CSU.

 The Era of Health Care Reform
and Its Impact on Your Business
Robert J. Klonk, RHU, REBC executive vice president and director of the Group Benefits Division, Oswald Companies Clear up your questions and confusion regarding the recently passed health care reform package. This session will review how the reform package affects costs, strategies for minimizing the overall impact of the reform, and what you can do to help your business and clients today. Klonk has over 28 years of benefits risk management, brokerage and life insurance experience. His specialization is in financial and technical aspects of employee benefits plan design and application.

Attendee bags

Lanyards VISIT OUR EXHIBITORS! Between sessions, be sure to stop by the exhibit hall to see how our exhibitors can help with products and services for your business challenges
8:30 - 9:30 a.m. I TX

1

8:30 - 9:30 a.m. I SK

2

8:30 - 9:30 a.m. I SK
Presentation Zen

3

8:30 - 9:30 a.m. I TX

4

 Federal Tax Update II
Stephen Kadish, JD, LLM, president and Matthew Kadish, JD, LLM, shareholder, Kadish, Hinkel and Weibel Continue the discussion on the latest developments in federal tax law, including issues affecting individuals, business entities, exempt organizations, and estate planning. Stephen Kadish is a veteran lecturer and author on tax and business planning matters. Matthew Kadish's practice includes a wide range of tax, business and estate planning matters.

Data Backup and Recovery
Michael P. Mandato, executive vice president, System Care, Inc. Get a lesson on how to backup your computers and prepare for a disaster. You’ll also learn what data is important to back up and what type of hardware and software you should have to protect your business data. Mandato is the Executive Vice President of System Care Inc., which provides Information Technology Solutions to businesses of all sizes.

Tony J. Tomanek, senior training consultant, The Capstone Group at ERC Change the way you see, prepare and deliver the most taxing (pun intended) part of many of your jobs - presentations. This session will show you how you can use today’s technology to create meaningful, effective and impressive presentations. Learn how you can share your knowledge and build trust with an audience…without putting them to sleep. Tomanek specializes in instructional and customized design, development and training and facilitation services.

 529 Plans...More Than Just a
College Funding Option
James A. Saling, CMA president, Saling Simms Associates Identify the differences between 529 and other college funding options and tax credits. You’ll learn about the flexibility of the 529 as a planning tool, current and future expected legislative changes, as well as how to help your clients avoid common blunders associated with the plan. Saling, is a registered principal with Raymond James Financial Services and president of Saling Simms Associates. He is also a member of the Financial Service Institute.

Lunch & Networking
11:00 - 12:15 p.m.

10:00 - 11:00 a.m. I TX

10

10:00 - 11:00 a.m. I SK

11

10:00 - 11:00 a.m. I SK

12

10:00 - 11:00 a.m. I TX

13

 Multi-State Tax Issues
Don P. Cochran, JD, CPA, CFP®, CRC® Find out about the changing laws on NEXUS and the allocation of income among states. You’ll discover how to help clients avoid the surprise of being taxed in a new state and get an understanding of the risks for S Corps and LLCs operating in multiple jurisdictions. Cochran is a solo practitioner in Apple Valley, Minnesota. His 30 years of practice has been focused primarily in the areas of small business legal and tax consulting, and individual tax, estate and financial planning.

Information Technology Update: Overwhelmed? Here's what you really need to know for the next 12 months
Jonathan L. Husni, MBA, CNS, CNE, president, Acendex, Inc. Make sense of technology and find out what you really need to know about VoIP and IT telephony and virtualization. We'll also discuss risk management basics for private practices and small businesses and how to get that “big company” feel on a shoe string budget. Husni’s company Acendex Inc. provides network-based information and communication strategy, solutions, engineering, technology, security, outsourcing and support.

Sorting Through the Mysteries of Employee Benefits
Maria Gaeta, MBA, PHR, chief operating officer/partner, KAFF Partners, LLC and Paul A. Nachtwey, vice president health and employee benefits, Todd Associates, Inc. Take a look at employee benefits from a company and human resource perspective during downsizing and during growth. Gaeta is a management and human resources consultant and a certified Professional in Human Resources (PHR). Nachtwey is an expert on health care economics and its interrelationship with employer sponsored health benefits plans.

Insurance "Gotcha's" - Home & Auto Insurance Coverage Gaps
Bob Wittbrot, principal, Bob Wittbrot & Associates Insurance Services Prevent possible disaster by understanding the insurance language and terminology in your homeowners and auto insurance policies. Learn about common coverage gaps and insurance problems along with the key questions to ask your agents. Wittbrot is the principal of Bob Wittbrot & Associates Insurance Services and he manages www.MyInsuranceChannel.com, an educational video clip repository for insurance consumers in Ohio.

Popcorn sponsors

12:00 - 1:00 p.m. I TX

18

12:00 - 1:00 p.m. I SK

19

12:00 - 1:00 p.m. I SK

20

12:00 - 1:00 p.m. I SK

21

 Advanced Partnership Issues
Don P. Cochran, JD, CPA, CFP®, CRC® Get a deeper understanding of the opportunities and pitfalls for partners and partnerships as they climb out of the hole towards recovery. This session will teach you how to track basis changes, how to allocate income recognition and discover where the traps are in Section 701 Anti-Abuse regulations.

The Power of Pivot Tables
Christopher Wood, CPA, AccXel-Erated Solutions Learn how to use Pivot Tables to quickly sort and summarize large amounts of data. We’ll show you the formatting, grouping, subtotals, filtering and drill down features that can help you increase productivity and simplify complex reporting issues. You’ll view real life applications that all CPAs can use, plus get a glimpse of the GETPIVOTDATA function. Wood has 28 years of experience including independent private consulting and working for public accounting firms.

 Non-traditional Sources of
Expansion Capital
Jonathan M. Green, CPA, managing partner, JM Green CPA Group, LLC Build a list of capital sources including banking, SBA, Ohio Dept. of Development, and county grants and loan programs to which your business may qualify. You’ll leave this session with a directory of resources to help you navigate through the paperwork and processes. Green's firm provides a number of accounting services to its entrepreneurial clients, and audit and consulting services to its not-for-profit clients.

 Avoiding Long-Term Care

Expenses for the Small Business Owner or Individual

Richard A. Myers, JD, Hehr & Myers Co., LPA Give yourself piece of mind by planning for long-term care issues now. This session will review the Ohio Partnership law regarding long-term care insurance and wealth and show you how to avoid some costly expenses. Myers is an experienced lead attorney in Medicaid Asset Preservation and an Elderlaw Advisor. Myers works directly with several senior care providers and fraternal organizations helping families establish estate plans.

Ice cream sponsor

Cochran is a solo practitioner in Apple Valley, Minnesota. His 30 years of practice has been focused primarily in the areas of small business legal and tax consulting, and individual tax, estate and financial planning.

1:30 - 2:30 p.m. I TX

27

1:30 - 2:30 p.m. I SK

28

1:30 - 2:30 p.m. I SK

29

1:30 - 2:30 p.m. I SK

30

Networking Reception Join your peers and exhibitors for hors d’oeuvres and beverages at the Networking Reception.

 Maximizing 2010 Tax Savings
Amit Mathur, CPA, WTP Advisors

Building a Better Reporting Template
Christopher Wood, CPA, AccXel-Erated Solutions Learn how to bring selected information from detailed data sheets to a summary report by using drop down menus and reference functions. You’ll also learn how to use complex and multifunctional reference formulas, including Vlookup, Hlookup, Match and Indirect. Plus, how to set up and utilize drop down menus including validation cells, combo boxes and more. Wood has 28 years of experience including independent private consulting and working for public accounting firms.

Mitigating Fraud in Uncertain Times
Robert M. Torok CPA/ABV, CVA, CFE, CFF, managing director, RSM McGladrey, Inc. Find out more about fraud in today’s business environment. What areas are becoming more prevalent? Why do internal auditors typically only find a small percentage of fraud cases? This session will walk through what you can do to encourage fraud prevention over fraud investigation. Torok is recognized as a forensic examiner and is accredited in business valuation by the AICPA National Association of Certified Valuation Analysts.

from the IC-DISC Export Incentive and Planning for 2011 and Beyond
Become aware of the IC-DISC, its benefits, and the legislative outlook for the incentive (including unique planning issues for 2010). The IC-DISC effectively reduces the top federal tax rate on U.S. made products and some services, ultimately used outside the U.S. from 35% to 25% (or lower).

 Federal Estate Tax Changes
Missy Vaselaney, JD (inactive), Taft Stettinius & Hollister LLP Take an accurate look at the estate tax legislative climate and how it may affect your clients’ estate plans. We will analyze how factors such as the current Democratic control of the house and Congress, the economic crisis, and the middle class rationalization for estate tax reform influence the prospects for estate, gift, and GST tax legislation. Vaselaney focuses her practice on estate planning for business owners and individuals. She works with clients to plan and administer estates and has represented clients before Federal and State taxing authorities.

Mathur helps Fortune 500 clients with quantitative tax solutions. He formerly served as International Tax Manager for PricewaterhouseCoopers and has instructed at AICPA, OSCPA and CITE events.

4:15 - 6:00 p.m.

3:15 - 4:15 p.m. I TX

36

3:15 - 4:15 p.m. I SK

37

3:15 - 4:15 p.m. I AA

38

3:15 - 4:15 p.m. I TX

39

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9/16/2010 10:15:31 AM

ClevelandACCOUNTINGSHOW
ASSURANCE SERVICES/A&A
Comp and Review Update
James P. Gero, CPA, shareholder, Hobe & Lucas CPAs, Inc. Review the recently approved ARSC changes to the Statement on Standards for Accounting and Review Services, Compilation and Review Engagements (SSARS 19). This session will also discuss the clarity project and its impact on compilation and review standards. Gero is a reviewer and is on the peer review acceptance committee. He can answer a firm's questions relative to peer review.

Sessions with an asterisk  have been submitted for approval for CE to the CFP Board. This program is being submitted for CLE.

EMERGING LEADERS
Professionalism for the Emerging Leader
Brian J. Gillum, CPA (inactive), president and CEO, Career Max, Inc. Get the pointers you need to become a leader in your organization. This session will help with tips on workplace fashion (what is appropriate for business casual?), meeting etiquette, and professional e-mail and phone rules. Gillum works to recruit, coach and train high-quality individuals for companies attempting to maximize their potential. Career Max offers a variety of training programs and leadership and personal development courses.

TAX PLANNING

INTUIT ACADEMY
Internal Controls for Small Businesses to Help Reduce the Risk of Fraud
Eric Roth, CPA, MBA, Certified QuickBooks Pro Advisor and Member of Intuit Trainer/Writer Network Focus on the internal controls, policies and procedures that can help reduce the risk of fraud, the challenges small businesses face, and how the accountant can help. This session also covers how to implement controls found in QuickBooks. Roth owns a small accounting firm in the Cincinnati area where he assists clients with their tax, accounting, and QuickBooks needs.

POTPOURRI
Professional Standards and Responsibilities - Ohio Ethics, Rules and Applications
Steve Martin, JD, CPA, MBA, Attorney at Law, Founder MDS CPA Review Satisfy the Accountancy Board of Ohio’s professional standards and responsibilities course requirement to become a CPA, and get an update for the experienced CPA. Presented through lecture and group participation using short ethical dilemmas, this course is also recommended for any professional seeking an update on recent changes in Ohio accountancy laws and rules, and implications of Ohio case law. This session covers the unique legal and regulatory requirements in Ohio. Topics include: integrity and objectivity, the practice of public accounting, client record retention, Ohio disciplinary procedures, and requirement of using the CPA designation by individuals/firms in Ohio including continuing education and peer review. Martin focuses on business planning and tax law, mergers and acquisitions, succession and estate planning for closely held businesses, and representation of closely held corporations and trade associations. He is one of the OSCPA’s leading speakers on professional standards topics.

 Retirement Update
Richard A. Naegele, attorney, Wickens, Herzer, Cook and Batista Find out what’s happening with the laws impacting retirement plans and get an update on creditor protection for retirement plans and IRAs. This session will also compare different types of taxqualified retirement plans. Naegele’s practice focuses on pension and employee benefits law, ERISA, and ESOPs. He is a Fellow of the American College of Employee Benefits Counsel and a Member of the Board of Editorial Advisors of the Journal of Pension Planning and Compliance.

8:45 - 9:45 a.m. I AA

5

8:45 - 9:45 a.m. I SK

6

8:45 - 9:45 a.m. I TX

7

8:45 - 9:45 a.m. I AA

8

Peer Review Update for Small Businesses
James P. Gero, CPA,shareholder, Hobe & Lucas CPAs Inc. Get up to date on the peer review standards that became effective on 1/1/09. This session will also cover what firms should expect to see on their next review. Gero is a reviewer and is on the peer review acceptance committee. He can answer a firm's questions relative to peer review.

What IFRS Means to the Young CPA
Peter Margaritis, CPA, MAcc, president/ founder, IFRS Education and Training, LLC Get informed of the critical importance of obtaining IFRS knowledge. The emerging professional needs to recognize that being bilingual in accounting standards is a necessity in the global business world. Other topics include the recent development concerning the SEC road map and discussion of intellectual capital. Margaritis holds a certificate in IFRS from the Institute of Chartered Accountants in England and Wales. He also teaches undergraduate and graduate accounting courses.

Inheritance Controversies
David L. Drechsler, JD, partner in charge; Ronald F. Wayne, JD, partner; and David W. Woodburn, partner, Buckingham, Doolittle & Burroughs, LLP Help your clients recognize and prevent inheritance fraud. This session will have you acting as the jury for several cases to help you identify fraud and understand the importance of prompt action when abuses are detected. Drechsler has experience with patent, trademark, and copyright litigation. Wayne administers complex trusts and probate estates in Ohio and Florida. Woodburn focuses his practice on all facets of trusts and estates.

Common Payroll Mistakes and How to Fix Them Using Intuit Payroll Solutions
Eric Roth, CPA, MBA, Certified QuickBooks Pro Advisor and Member of Intuit Trainer/Writer Network Learn what causes Form 941 payroll information to unexpectedly change and what to look for when someone’s year-to-date earnings or taxes are inaccurate. Also learn techniques and tips that will assist you with avoiding the need to amend payroll tax returns, or face penalties for incorrect reporting.

10:15 - 11:15 a.m. I AA

14

10:15 - 11:15 a.m. I AA

15

10:15 - 11:15 a.m. I SK

16

10:15 - 11:15 a.m. I SK

17

8:45 - 11:30 a.m. I ET

9

 IRS Program Updates For
403(b) Annuity Plans
Dan S. Gardner, CPA, CEBS, senior employee plans specialist Internal Revenue Service and Tom Spinella, revenue agent, Internal Revenue Service Get updated on the IRS 403(b) Specific Employee Plans Compliance Unit Projects and the 403(b) Determination Letter Program. Plus, you find out how to help your clients avoid mistakes, or how to correct them. Gardner is currently the 403(b)/457 Plan Compliance Coordinator for the Mid-Atlantic Area of TE/GE examination and education programs. Spinella has been with the IRS for eight years.

Balancing the Generations
Peter Margaritis, CPA, MAcc, president/ founder, IFRS Education and Training, LLC Paul Weisinger, CPA/ABV, CVA, manager, Walthall, Drake & Wallace LLP Learn how to inspire employees who are part of Generation X and Generation Y. We'll cover how to bridge the generation gap with patience, communication, flexibility, technology and creativity, characteristics that were not highly valued by Baby Boomers. Margaritis holds a certificate in IFRS from the Institute of Chartered Accountants in England and Wales. Weisinger works with service organizations, construction, real estate, manufacturing, and the audits of employee benefit plans.

 Hollywood Takes on Estate
Planning
Missy Vaselaney, JD (inactive), Taft Stettinius & Hollister LLP Get ready for your close-up and take a fun and education break from the show’s more technical sessions to find out how estate planners can use movies to illustrate estate planning concepts to clients and move the process forward. Vaselaney focuses her practice on estate planning for business owners and individuals. She is an OSBA Board Certified Specialist in Estate Planning, Trust & Probate Law.

Financial Statements Done Right
Eric Roth, CPA, MBA, Certified QuickBooks Pro Advisor and Member of Intuit Trainer/Writer Network Improve your productivity and your image with the 2010 Intuit Statement Writer. This session will review the redesigned software and its new features that allow you to prepare financial statements in compliance with GAAP. You’ll see how you can link directly to Microsoft Word and create PDF professional looking reports to send to your clients.

Selecting the Right Software
Frank Nisenbaum, director of business development, Socius Review the key components in selecting an effective business software solution for your organization. The software selection process can be time consuming and daunting as you must consider factors including your business processes, functionality, system integration, and cost/ROI. With 20 years of experience, Nisenboum understands the pains and needs of an organization to identify its software needs.

12:15 - 1:15 p.m. I AA

22

12:15 - 1:15 p.m. I SK

23

12:15 - 1:15 p.m. I SK

24

12:15 - 1:15 p.m. I SK

25

12:15 - 1:15 p.m. I SK

26

IFRS I
Peter Margaritis, CPA, MAcc, president/ founder, IFRS Education and Training, LLC Get an in-depth review of the IFRS standards related to the measurement requirements for major assets and the related impact on profit, loss, and equity. IFRS allows certain assets to be valued using fair value after acquisition, which may be based on quoted market prices, appraisals, discounted cash flow, net realizable value, replacement cost or indexed cost. Margaritis holds a certificate in IFRS from the Institute of Chartered Accountants in England and Wales. He also teaches college-level accounting courses.

Success is a Lifestyle!
Jim Sprague, CPA, partner, Walthall, Drake & Wallace, LLP Compel prospective clients to select you as their problem solver by using effective communication – and that begins with listening. We’ll also explore the power of confidence and how it can help you build your success. Sprague oversees the Practice Development Department and devotes a significant portion of his time servicing clients in the Construction, Real Estate, and Oil & Gas/Energy industries.

 Year End Tax Planning for
Individuals
Tracy Monroe, MT, CPA partner, Cohen & Company Learn about tax-planning opportunities including Roth IRAs, NOL planning and tax credits, as well as new tax legislation. Monroe specializes in the areas of State and Local Tax, S Corporations, consolidated returns, mergers and acquisitions, tax free exchanges, and other tax planning, research and compliance issues.

Common QuickBooks Mistakes Clients Make and How to Fix Them
Eric Roth, CPA, MBA, Certified QuickBooks Pro Advisor and Member of Intuit Trainer/Writer Network Erase common QuickBooks errors and understand the alternatives to effectively and efficiently correct them. This course is designed to guide you through the most common QuickBooks errors clients make or situations they may not handle incorrectly and show you the related “fixes.”

Protect Your Most Valuable Asset - Your Practice - With a Standby Agreement
Rion Safier, CPA, managing director, Corefocal Robert H. Gray, CPF, owner, Robert H. Gray, CPA Be smart and protect your practice with a Standby Agreement to provide stop-gap client services for short-term situations, and a timely transfer of a practice in case of disability or death. Gray is a business advisor to new and growing enterprises for accounting, tax, and planning services. Safier provides outsourced accounting and tax services to companies and individuals.

1:45 - 2:45 p.m. I TX

31

1:45 - 2:45 p.m. I SK

32

1:45 - 2:45 p.m. I TX

33

1:45 - 2:45 p.m. I SK

34

1:45 - 2:45 p.m. I SK

35

IFRS II
Peter Margaritis, CPA, MAcc, president/ founder, IFRS Education and Training, LLC Recognize the different ways financial statements can be prepared under the IFRS standard IAS 1. You will also analyze and compare the financial statements of two to three companies that are prepared under this standard, as well as, analyze the financial statements of a first-time adopter of IFRS in accordance with IFRS 1. Margaritis holds a certificate in IFRS from the Institute of Chartered Accountants in England and Wales. He also teaches undergraduate and graduate accounting courses.

Seven Levels of Leadership
Robert Barkett, president, Horizons Coach Climb that ladder and raise your position on the leadership chart! Join us for an informative session on how to overcome hurdles to your success. We'll discuss the guidelines to becoming your ideal leader and we'll also look at some big company leaders and what makes them different. Barkett is an accredited business coach where he specializes in helping leaders of small CPA and law firms realize greater results for their efforts.

 Year End Tax Planning for
Business
Tracy Monroe, CPA, MT, partner, Cohen & Company Explore tax-planning opportunities for businesses, with a focus on R&D credits, the production deduction and NOL provisions. You’ll also cover new tax legislation. Monroe specializes in the areas of State and Local Tax, S Corporations, consolidated returns, mergers and acquisitions, tax free exchanges, and other tax planning, research and compliance issues.

Save up to Four Hours from QuickBooks, Clean Up Using Intuits Client Data Review
Eric Roth, CPA, MBA, Certified QuickBooks Pro Advisor and Member of Intuit Trainer/Writer Network Be more productive and discover how using Intuit’s Client Data Review (CDR) can save you up to four hours when cleaning up a client’s data. Part of QuickBooks Premier Accountant 2010, you’ll see how the tools in CDR help you quickly and easily identify problem areas and correct mistakes.

 Peel the Onion: Fee Disclosure
and the Future of the 401(K)
Jonathan R. Broadbent, CRPS, Fintegra LLC Get up-to-date information on the debate about 408 (b)(2). What is it and why do we need it? This session will also review the conflicts of interest that may arise in ERISA plans to get an understanding of how you can help your clients with the new Schedule C. Broadbent is a Chartered Retirement Plans Specialist and has extensive experience with Plan Compliance & Fiduciary Oversight. 

3:30 - 4:30 p.m. I AA

40

3:30 - 4:30 p.m. I SK

41

3:30 - 4:30 p.m. I TX

42

3:30 - 4:30 p.m. I SK

43

3:30 - 4:30 p.m. I SK

44

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9/16/2010 10:15:38 AM

THURSDAY, OCTOBER 28, 2010
Registration & Breakfast
7:00 - 8:30 a.m. TAX TECHNOLOGY
What’s New with QuickBooks; Plus Enterprise Tips and Important QuickBooks Add-Ons
Scott J. Gregory, CPA, Bottom Line Accounting Solutions Help your clients minimize the confusion that exists with QuickBooks. You’ll get key insights into the software’s newest features and find out when Enterprise is a good fit over Pro or Premier. We’ll also cover the background information on important QuickBooks add-ons. Gregory is a Certified QuickBooks Advisor. He is widely known for his practical and easy-tounderstand approach to teaching QuickBooks and financial management.

MEMBERS IN INDUSTRY

FINANCIAL PLANNING

 Federal Tax Update I
Stephen Kadish, JD, LLM, president and Matthew Kadish, JD, LLM, shareholder, Kadish, Hinkel and Weibel

 Bankruptcy Issues for CPAs
Dov Y. Frankel, Of-Counsel, Taft Stettinius & Hollister LLP Know the difference between real accounting and bankruptcy accounting. This session will go over an accountant's role in the bankruptcy process including the importance of being retained for this purpose so you can get paid. Frankel focuses his practice on representing financially distressed companies in federal bankruptcy proceedings and out-of-court restructurings. He is a frequent lecturer on bankruptcy topics and a contributing author to Norton's Annual Survey of Bankruptcy Law.

 Why Invest in Alternative
Investments?
Cynthia G. Koury, senior portfolio manager and senior managing director, Victory Capital Management Discover the benefits of alternative investments such as hedge funds and private equity. When should you use them? What kind of return should you expect? This session will also cover what to consider when auditing a portfolio that invests in alternatives. Koury's area of expertise is managing portfolios for foundations, endowments, and nonprofit organizations.

Section Breakfast
Are you a member of an OSCPA special interest section? If so, join your fellow section members for breakfast as you network in roundtable fashion. Be sure to sign up on the registration from included in this brochure.

Review recent developments in federal tax law, including issues affecting individuals, business entities, exempt organizations, estate planning and more. Stephen Kadish is a veteran lecturer and author on tax and business planning matters. Matthew Kadish's practice includes a wide range of tax, business and estate planning matters.

8:00 - 9:00 a.m. I TX

45

8:00 - 9:00 a.m. I SK
FBI: Emerging Threats and Trans-National Crime

46

8:00 - 9:00 a.m. I SK

47

8:00 - 9:00 a.m. I SK

48

7:00 - 8:00 a.m.

 Federal Tax Update II
Stephen Kadish, JD, LLM, president and Matthew Kadish, JD, LLM, shareholder, Kadish, Hinkel and Weibel Continue the discussion on the latest developments in federal tax law, including issues affecting individuals, business entities, exempt organizations, and estate planning. Stephen Kadish is a veteran lecturer and author on tax and business planning matters. Matthew Kadish's practice includes a wide range of tax, business and estate planning matters.

Critical Issues for Industry CPAs
Jerry L. Esselstein, CPA, principal, Jerry L. Esselstein Company, LLC Identify how you spend your time. Today’s compliance and reporting requirements continue to expand at the expense of your “real” contribution of value to the organization. This session will help answer the questions, “Does your job define you or do you define your job” and “What is your value?” Esselstein is a national CPE instructor and two-time recipient of the OSCPA’s Instructor of the Year Award. Esselstein presents seminars to business groups on professional development topics.

Identity Theft/Cyber Crimes:
Mark Braun, senior special agent, United States Secret Service Protect your name, your information and your credit score and attend this session to identify how identity theft occurs and how to prevent it from happening to you. And, if it does happen, we'll also walk through that you need to do to remedy the situation and recover from the attack on your identity. Braun has 23 years of experience in the Cleveland Field Office of the US. Secret Service.

Darren J. Mott, supervisory special agent
of the cyber crime squad, Cleveland Division of the Federal Bureau of Investigation

Between sessions, be sure to visit the exhibit hall for beverages, games and snacks. Plus see how exhibitors can help solve your day-to-day and long-term business challenges.

Discuss today’s emerging cyber threats and how the FBI is attacking this crime. This session will cover how to mitigate threats, report crimes and the FBI’s abilities to target cyber criminals overseas. Mott has been involved with cyber investigations since 1999. Prior to his supervisory post in the Cleveland Division, Mott held positions with the Charlotte, NC field office and the FBI Federal Headquarters.

9:30 - 10:30 a.m. I TX

54

9:30 - 10:30 a.m. I SK
Mobile Technology

55

9:30 - 10:30 a.m. I SK

56

9:30 - 10:30 a.m. I SK

57

 International Tax Hot Topics
Raymond M. Polantz, M.T., CPA, Cohen & Company Get an update on what’s happening with international tax issues including the current filing requirements of the foreign bank account report, check-the-box planning, and tax savings opportunities of an IC-DISC. This course will also cover the latest developments of the U.S./Canada treaty. Polantz is a Senior Manager in the Tax department and focuses on a variety of tax issues with closely-held C corporations, S corporations, partnerships, and limited liability companies.

Chris Jenkins, MCSE, CCNA, chief technology strategist, The Ohio Society of CPAs Get an overview of latest mobile technologies and applications and how they can help you and your business be more efficient.  Jenkins is OSCPA’s chief technology strategist responsible for identifying, researching and implementing emerging technology solutions for the Society.

 The Dissolution of Business Entities
Roger Stewart, JD, CPA, principal, McCarthy, Lebit, Crystal & Liffman Co., LPA Match the accounting with the legal steps and requirements for the dissolution of For-Profit & Non-Profit Corporations, LLCs, and Partnerships. Learn how to handle the liquidation and distribution of assets and protect yourself against malpractice. Stewart focuses his practice on business entities, taxation and estate planning. Also a CPA, Roger uses his accounting background to handle tax controversy matters including: tax audits, tax appeals, tax litigation and tax collection.

 Estate Planning with Commercial
and Private Annuities
Gary Zwick, JD, LLM, CPA, Walter & Haverfield, PLL. partner/chair tax and wealth management section Make heads or tails of private and commercial annuities which can provide challenges and creative options for estate planning. Find out how to best use both options for a successful estate plan. Zwick is a co-winner of the Best Article award for the Tax Adviser (1993) and has had multiple tax articles featured in publications such as Tax Management Estates and The Journal of Financial Services Professionals.

Lunch & Networking
12:00 - 1:00 p.m.

11:00 - 12:00 p.m. I TX

63

11:00 - 12:00 p.m. I SK

64

11:00 - 12:00 p.m. I SK

65

11:00 - 12:00 p.m. I TX

66

 IRS Return Preparers Regulations
LaTanya J. Bacon, senior tax specialist, Internal Revenue Service Get a comprehensive review of the recommendations to better leverage the tax return preparer community, fostering higher compliance with the law by taxpayers and better service to taxpayers through higher standards of conduct by paid return preparers. As a liaison, Bacon delivers messages about IRS policies, practices, and procedures to tax practitioners and the small business community in the state of Ohio.

Advanced Microsoft Outlook for CPAs
Chris Jenkins, MCSE, CCNA, chief technology strategist, The Ohio Society of CPAs Get organized and learn to effectively manage information overload using Microsoft Outlook. This course will show you the advanced tips and tricks that can make a big difference in how you create and share information. Jenkins is OSCPA’s chief technology strategist responsible for identifying, researching and implementing emerging technology solutions for the Society.

Crisis Management for Employers
Laura A. James, JD, associate, and Frank P. Nagorney, JD, partner, Cowden & Humphrey Co., LPA Get a greater understanding for dealing with problem employees. This course will cover law/regulation updates for employers and the guidelines for how to hire and fire without getting sued. James focuses her practice on assisting individuals and corporations in navigating litigation and the alternatives thereto. A principal at Cowden Humphrey, Nagorney focuses on finding business solutions for legal problems facing private and family-owned businesses.

 How Clients Deal with Health Care
Changes
John J. Wain, principal, The Alpha Group Agency (MEV) Get up to date on health care reform and the many provisions that are already, or will soon be, in effect. Provisions such as overage dependent status, “grandfathered plans”, tax credits, W-2 reporting, changes to HSAs and FSAs will all impact your clients and your business. This session will also cover planning for future provisions and how health care reform can help you accentuate your value to your clients. Wain specializes in the design and implementation employee benefits plans, including retirement plans.

Adjourn
3:45 p.m.

1:00 - 2:00 p.m. I TX

72

1:00 - 2:00 p.m. I SK

73

1:00 - 2:00 p.m. I SK

74

1:00 - 2:00 p.m. I SK

75

 Ohio Sales/Use Tax: Recent

The Joys of a Home Office
Harold Westover, president, Warrior Consultant Group, Inc. Focus on the tips, tricks, and utilities for running an efficient, always connected home office or small business. Subjects include remote access, file transfer, backup, and virus protection of data. Also you'll get information on some of the best low-cost or freebie programs you can use. Warrior Consultant Group Inc. specializes in accounting software MAS 90, MAS 200 and BusinessWorks, Customer Relationship software ACT!, SageCRM, and Point of Sale for retail in addition to the hardware and network infrastructure.

Trends, Developments and Planning Opportunities

 Successfully Transitioning out
of a Business
James S. Aussem, JD, partner, Cavitch, Familo & Durkin, LPA Start helping the baby boomers with the transition from business into retirement. This course will address the tax and valuation issues essential to an owner and their family and we’ll cover the affect the latest Obama administration proposals will have on discounts. Aussem focuses his practice on succession planning, business, and estates and trusts. His extensive background includes helping closelyheld businesses with mergers, acquisitions and dispositions, and complex tax issues.

 Investing in an Unstable Market
Michael S. Kertes, CFP, senior financial advisor and vice-president of investments, Chase Investment Services Corporation an affiliate of JP Morgan Chase and Company Take control of the unstable market by understanding the link between your risk tolerance and your investment portfolio. This session is packed full of common sense ideas for investors including how to work backwards to reduce problems in investing. Kertes earned his Certified Financial Planner designation 16 years ago and is currently a Chartered Financial Analyst Candidate. Mike is a member of the CFA Institute and the Cleveland CFA Society.

Steven A. Dimengo, JD, CPA, MT, shareholder, Buckingham, Doolittle & Burroughs, LLP Join us for an overview of Ohio sales/use tax to find out about significant exposure areas and ways to avoid them. Find out how to maximize various exemptions, how to avoid sales tax on leased employees and get an understanding of dealing with construction contracts. Dimengo’s practice primarily focuses on federal and Ohio tax law matters.

2:15 - 3:15 p.m. I TX

81

2:15 - 3:15 p.m. I SK

82

2:15 - 3:15 p.m. I TX

83

2:15 - 3:15 p.m. I SK

84

10Cleveland_Show_Brochure.indd 6

9/16/2010 10:15:44 AM

ClevelandACCOUNTINGSHOW
ASSURANCE SERVICES/A&A
FASB Update I
Ray Stephens, CPA, CMA, DBA, professor and director, Ohio Center for Professional Accountancy, Ohio University Get up to speed on the new pronouncements issued by the Financial Accounting Standards Board (FASB) (does not cover consolidation, variable interest entities, or revenue recognition).The session will discuss the changes to GAAP, how they will be applied, and when they will be effective. Stephens is an award-winning educator and CPE instructor. He focuses his teaching and research on corporate finance reporting and attest services.

Sessions with an asterisk  have been submitted for approval for CE to the CFP Board.

MAP
Ten Imperatives to Building a World-Class Wealth Management Business
Michael Livingston, CFP®, regional director of business development, 1st Global Learn from experience. This session presents the collective wisdom of leading wealth management firms on the steps that must be taken to succeed. Livingston consults with tax, accounting and legal firms that offer financial services as part of their practice to help them develop a comprehensive wealth management focus.

EMERGING ISSUES
Working for You: OSCPA Legislative Regulatory and Election 2010 Update
Barbara Benton, CAE, vice president of governmental affairs and Amy Mignogna, MPA, CAE, senior manager governmental affairs, The Ohio Society of CPAs Join us for an update on the federal and state legislative and regulatory issues, as well as how the 2010 election will impact the political landscape in Ohio. Benton develops and implements legislative strategy; and oversees the political action committee and grass roots program. Mignogna is responsible for lobbying on tax and general business issues and is the content manager for OSCPA’s tax section.

NFP

POTPOURRI
Investing in Your Health Your Guide to Chronic Disease Prevention
Jet Blizzard, VP of Corporate Services, Life Line Screenings David Lauritzen, vice president of sales, HealthCare Strategies, Inc. Learn about the importance of prevention screenings for monitoring health and finding chronic disease in the earliest stage when it’s most effective to treat and prevent progression.  Blizzard designs effective chronic disease prevention programs focused on engagement, education and early detection screenings.

 The Latest From the IRS on
Exempt Organizations
David M. Reape, CPA, senior manager, Ciuni & Panichi Join us for an update on IRS compliance and audit programs for exempt organizations. We will discuss what questions are really important on the 990 and we’ll review recent guidance, announcements and rulings concerning exempt organizations. Reape is a senior manager in the firm's Not-For-Profit Group and specializes in tax exempt entities and closely-held businesses.

8:15 - 9:15 a.m. I AA
FASB Update II

49

8:15 - 9:15 a.m. I SK

50

8:15 - 9:15 a.m. I SK

51

8:15 - 9:15 a.m. I TX

52

8:15 - 9:15 a.m. I SK

53

Ray Stephens, CPA, CMA, DBA, professor and director, Ohio Center for Professional Accountancy, Ohio University Review changes in financial accounting concepts statements and ongoing activity of the FASB, most of which is in conjunction with the International Accounting Standards Board. Stephens is an award-winning educator and CPE instructor. He focuses his teaching and research on corporate finance reporting and attest services.

Getting Rewarded for Being a Trusted Business Advisor
Eric Rigby, CPA, PFS, CFF, principal, RFG-APC Learn techniques for better meeting management, asking open ended questions, and the process of quantifying opportunities into dollars for your clients. You will learn how to translate the issues your clients are facing today into opportunities for consulting revenue for your firm. Rigby has over 20 years of experience in accounting, tax services, business consulting, dispute resolution, financial planning, and wealth management.

Health Care Reform-The Good, The Not So Good and The Undone
David W. Stetler, JD, CLU, owner, Stetler Associates Brian G. Paul, manager, government relations, Council of Smaller Enterprise (COSE)
Review the timeline of the federal health care reform law and how it affects individuals and small businesses. Stetler serves on the boards for COSE,OSBC and NSBA and is involved in government advocacy efforts that support health care reform initiatives. Paul Active in NE Ohio small business for nine years, Paul’s primary policy areas are health care, health insurance, labor and tax public policy.

Responsibilities of Being a Board Member
Peter A. Igel, attorney, Calfee, halter & Griswold LLP Take a fresh look at how board members from exempt organizations are rethinking the way they do business in order to show accountability and satisfy the demands of the IRS, state attorneys general, and outside communities. This session will review the oversight responsibilities for today's board members of nonprofit entities. Igel is a recognized certified specialist in Federal Taxation Law by the Ohio State Bar Association.

Staying Fit Where You Sit!
Jordon M. Thomas, Wellness coach, Wellness Coaches USA Get fit while you sit. In a world where the majority of people sit for more than eight hours a day, health risks are steadily increasing and physical fitness is rapidly declining. This session will describe a healthy desk posture and exercises you can do at your desk. Thomas has been a personal trainer and fitness instructor at the YMCA, a Weight Watcher’s leader, and has also taught Pilates, aerobics, cycling, and kick boxing.

9:45 - 10:45 a.m. I AA

58

9:45 - 10:45 a.m. I SK

59

9:45 - 10:45 a.m. I SK

60

9:45 - 10:45 a.m. I SK

61

9:45 - 10:45 a.m. I SK

62

Consolidations and Variable Interest Entities
Ray Stephens, CPA, CMA, DBA, professor and director, Ohio Center for Professional Accountancy, Ohio University Review the issues from the application of SFAS 141R in ASC 805 and the changes for fiscal years beginning after December 15, 2009. The session will cover the determination and the primary beneficiary for a variable interest entity. Stephens is an award-winning educator and CPE instructor. He focuses his teaching and research on corporate finance reporting and attest services.

Client Retention: Back to the Basics of Business
Eric Rigby, CPA, PFS, CFF, Principal, RFG-APC Find out how to retain the clients and that make you successful and how to market and develop your business for future growth. In this session, we’ll discuss how firms can polish effective strategies that will increase customer service and strengthen client relationships and we’ll cover ideas for longterm client retention. Rigby has over 20 years of experience in accounting, tax services, business consulting, dispute resolution, financial planning, and wealth management.

 Evaluating Market Volatiliy Using Wealth Management Strategies
David H. Bogart, AAMS, financial advisor, Ameriprise Financial and Carl M. Spigelmeyer, III, senior vice president and senior regional marketing director, Putnam Retail Management Explore the lessons learned after "The Great Recession." Other topics include the N.U.A. rule, minimizing the impact of A.M.T., and estate planning essentials. Bogart helps his clients manage their financial matter for life by planning for the certainty of uncertainty. Spigelmeyer provides sales and marketing support to financial representatives and institutions, and wire houses.

The Changing NFP Landscape
J. Clarke Price, CAE, president and CEO, The Ohio Society of CPAs Discuss the implications of today’s financial landscape for not-for-profit organizations. How are they coping with increased governmental oversight, shrinking financial reserves and dwindling support channels in an environment where strategic plans are often being thrown out the window? During his 33-year career with the OSCPA, Price has helped grow the society into the fourth largest of the state organizations serving CPAs.

You Are Where You Work – How the Environment Affects Your Food Choices
Christine Polisena, MS, MBA, RD, Senior Consultant, Health Management Services, Oswald Companies Find out the importance of wellness and how it can help control health care costs. Learn how to positively impact your employees’ nutrition habits and lifestyle by changing the environment. Polisena has over 20 years in the industry as a registered dietitian, wellness coordinator and manager of wellness program services.

11:15 - 12:15 p.m. I AA

67

11:15 - 12:15 p.m. I SK

68

11:15 - 12:15 p.m.

69

11:15 - 12:15 p.m. I SK

70

11:15 - 12:15 p.m. I SK

71

Revenue Recognition
Ray Stephens, CPA, CMA, DBA, professor and director, Ohio Center for Professional Accountancy, Ohio University Learn about the changes in revenue recognition for multiple element arrangements. This course will also review ongoing issues in revenue recognition that have been discovered in various reviews of financial statements and accounting firms. Stephens is an award-winning educator and CPE instructor. He focuses his teaching and research on corporate finance reporting and attest services.

Professional Liability - Public CPAs Risk in a Tough Economy
Duncan B. Will, CPA/ABV/CFF, CFE, Loss Prevention accounting and auditing specialist, CAMICO Mutual Insurance Company Gain insight into why CPAs are getting sued in these difficult economic times and learn practice management techniques to minimize or avoid costly litigation. Will has 30-plus years of accounting experience include public accounting, forensic accounting, consulting, and audit and tax compliance.

 Offshore Accounts, Tax Return
Positions and IRS Initiatives
David J. Lewis, JD, CPA, attorney shareholder, Buckingham, Doolittle & Burroughs, LLP Get acquainted with the IRS initiatives regarding clients with offshore accounts. We will cover how to make amended returns effective, the relationship between return preparer and attorney, IRS criminal prosecution criteria, and tax return preparer duties. Lewis represents taxpayers on tax shelter audits, off shore trusts, intermediary tax shelters and foreign and Swiss accounts.

Successfully Procuring Grants
Lauren P. Steiner, JD, Grants Plus           Look at what works and what doesn’t with grant proposals, including Federal proposals, and delve into effective writing and organization styles. We'll review some of the common reasons proposals are declined and ways to prevent them. We’ll also discuss ways to help you view a declination as an opportunity to improve the proposal and get a “yes” next time. Steiner has successfully raised grant money for human services agencies, schools, cultural institutions, civic initiatives, and media projects.

Professional Standards and Responsibilities – Ethics: Resources, Rules and Reminders
Jerry Esselstein, CPA, principal, Jerry L. Esselstein Company, LLC Satisfy the Accountancy Board of Ohio's professional standards and responsibilities course requirement to become a CPA, and get an update for the experienced CPA. Personal Greed, Regulation Efficacy, Risk & Reward, Wall Street – Our CPA profession continues to be tested more than ever – are we meeting this challenge? CPAs are under more pressure today than ever. Only through a collective commitment to our professional standards will we succeed in meeting today’s ethical challenges. This course investigates resources and tools available to CPAs to maintain an ethical course and positively influence the behavior of clients and employers. Esselstein is a national CPE instructor and two-time recipient of the OSCPA’s Instructor of the Year Award. Esselstein presents seminars to business groups on professional development topics.

1:00 - 2:00 p.m. I AA

76

1:00 - 2:00 p.m. I SK

77

1:00 - 2:00 p.m. I TX

78

1:00 - 2:00 p.m. I SK

79

Generally Accepted Privacy Principles - How to Lose Your Next Audit
Michael Stagar, MBA, CPA, CFE Review the Generally Accepted Privacy Principles created by the AICPA/CICA Privacy Task Force to help management assess existing privacy programs and address privacy obligations and risks. Stagar has over 30 years of service in the accounting profession. His experiences have included fraud examinations, work with legal counsel, financial medical audits and collegiate instruction.

CRM, 101 for CPAs
Chris J. Finnecy, principal,TrellisPoint, LLC Realize the potential of what a CRM solution can provide to your organization with customer retention, targeted marketing and customer satisfaction. Find out what you need to know when selecting a CRM system. Finnecy is an accomplished sales and management consulting professional, with 18 years of experience in CRM, ERP, financial, distribution and manufacturing systems, enterprise application integration systems, and project management.

Ohio Budget Advisory Task Force Report Update
David M. Reape, CPA, senior manager Ciuni & Panichi Discover what the OSCPA Budget Advisory Task Force had to say to Gov. Strickland when they presented a road map of recommendations to improve our state’s fiscal problems. The task force provided the state with objective, third-party CPA expertise and perspective to address the state budget situation. Reape is a senior manager in the firm's Not-For-Profit Group and specializes in tax exempt entities and closely-held businesses.

 NFP Accounting and Financial
Reporting Issues
Helen E. Weeber, CPA, manager, Howard, Wershbale & Co. Join us to discuss recent pronouncements and developments affecting NFPs and what the future may look like, including IFRS convergence. You will also learn what is new and what is in the pipeline for NFP organizations. Part of the firm’s Nonprofit Industry Group, Weeber has significant experience with nonprofit accounting and auditing issues, including A-133 audits.

2:15 - 3:15 p.m. I AA

85

2:15 - 3:15 p.m. I SK

86

2:15 - 3:15 p.m. I SK

87

2:15 - 3:15 p.m. I AA

88

1:00 - 3:45 p.m. I ET

80

10Cleveland_Show_Brochure.indd 7

9/16/2010 10:15:49 AM

Sponsors
Come and see the latest technologies, products and services that our sponsors have to offer. For more information on these businesses visit the virtual hall on the Cleveland Accounting Show page at www.ohioscpa.com. 1st Global Accounting Practice Sales Accounting Software Solutions AccuShred ADP AICPA/PCPS – Private Companies Practice Section Beachwood Systems Consulting Becker Professional Education Bisk Education, Inc. DBA Bisk CPEasy BNA CAMICO CCH, a Wolters Kluwer business ComDoc CompManagement, Inc Creative Benefit Strategies, Inc. Duffy + Duffy Cost Segregation Services, Inc. DYMO Endicia E. Mochila, Inc. e2b Software Herbert H. Landy Insurance Agency Insurance Partners Agency, Inc. Internal Revenue Service TE/GE Intuit Lawrence Binding Systems, Inc. Liberty Mutual Long Business Systems, Inc. MDS CPA Review Morgan Stanley Smith Barney Mutual of America NESCO Accounting and Finance Office Tools Professional Ohio Commerce Bank Oswald Companies Paychex Paycor PDP Tax Systems/Service Pinnacle Wealth Planning Services, Inc. and Brunswick Companies Saling Simms Associates Socius Solupay Processing Systems Spero-Smith Investment Advisers, Inc. System Care Inc TaxWorks The Ahola Corporation Third Federal Savings & Loan Thomson Reuters RIA & PPC Thomson Reuters, Tax & Accounting U.S. Department of Labor, EBSA UBS Financial Services

hese with t ore Mingletors & m exhibi ring the tion, du Recep . orking at 4:15 p.m Netw esday Wedn

Special thanks to:

Interested in participating?
There is still time to be part of the show. For more information on exhibiting and sponsorship opportunities, contact Denise Ison-Miller, strategic relationships manager, 800.686.2727 x325 or dmiller@ohio-cpa.com.

ClevelandACCOUNTINGSHOW
October 27-28 / I-X Center / One I-X Center Drive / Cleveland, OH 44135
Indicate your option below. All options include admission to the exhibit hall.

r ste egi t. 13 R Oc E by SAV nd a 0!

$5

Contact information
Society ID # (found on the back cover with address) ___________________________ Full Name ___________________________________________________

Member & Nonmember Rates
Early member fee: Early nonmember fee: Standard member fee: Standard nonmember fee:

BOTH DAYS
Course #07701CL $319* $474* $369 $524

SINGLE DAYS
Wednesday, Oct. 27 Thursday, Oct. 28 $199* $354* $249 $404

ETHICS ONLY
Wednesday, Oct. 27 - Course # 07704CL Thursday, Oct. 28 - Course # 07705CL

REGISTRATION RATES

E-Mail ______________________________________________________ Firm ________________________________________________________ Business Address (Street) _______________________________________ ____________________________________________________________ City _____________________State___________Zip _________________

$149* $304* $199 $354

*Register by October 13 to take advantage of early registration savings. The registration form is located on the back cover.

I plan to attend (included with registration)
Networking Reception - Wed., October 27 /4:15-6:15 p.m. Section Breakfast
(Open to OSCPA members only) - Thursday, Oct. 28/7:00-8:00 a.m.

Wednesday, Oct. 27, 2010 (Choose only one session from each group below. Maximum number of five sessions per day; 300 minutes equals 8 hours of CPE)
8:30-9:30 8:45-9:45 10:00-11:00 10:15-11:15 12:00-1:00 12:15-1:15 1:30-2:30 1:45-2:45 3:15-4:15 3:30-4:30 1. Federal Tax Update I 5. Comp & Review Update 9. Professional Standards (8:45 - 11:30) 10. Federal Tax Update II 14. Peer Review for Small Practitioners 18. Multi-State Tax Issues 22. 403(b) Program Updates 26. Selecting the Right Software 27. Advanced Partnership Issues 31. IFRS I 36. IC-DISC Export Incentive 40. IFRS II 44. 401(k) Fee Disclosure 2. Microsoft Office 2010 6. Professionalism for Emerging Leaders 11. Data Backup and Recovery 15. What IFRS Means to the Young CPA 19. Information Technology Update 23. Balancing the Generations 28. The Power of Pivot Tables 32. Success is a Lifestyle! 37. Building a Better Reporting Template 41. Seven Levels of Leadership 3. Building a Business Plan in a Tough Economy 7. Retirement Plan Update 12. Presentation Zen 16. Inheritance Controversies 20. Current Employee Benefits 24. Estate Planning 29. Non-traditional Sources of Expansion Capital 33. Year End Tax Planning for Individuals 38. Mitigating Fraud in Uncertain Times 42. Year End Tax Planning for Businesses 4. Health Care Reform 8. Internal Controls for Small Businesses 13. College Planning - 529 Plans 17. Common Payroll Mistakes 21. Insurance Gotchas - personal insurance 25. Financial Statements Done Right 30. Avoiding Long Term Care Expenses 34. QuickBooks Mistakes 35. Protect Your Assets 39. Federal Estate Tax Charges 43. Save up to Four Hours from QuickBooks

Phone_______________________________________________________ Course confirmations will be sent via e-mail.* In the event the Society does not have an e-mail on file your confirmation will be delivered via mail. Yes, Please notify me of upcoming CPE events via e-mail.*

Payment
Make check payable to: The Ohio Society of CPAs (mail) Company Card Personal Card Edvantage Card VISA MasterCard Discover AMEX Card # ______________________________________________________ Exp. Date____________________________________________________ Name on Card _______________________________________________

Thursday, Oct. 28, 2010 (Choose only one session from each group below. Maximum number of five sessions per day; 300 minutes equals 8 hours of CPE)
8:00-9:00 8:15-9:15 9:30-10:30 9:45-10:45 11:00-12:00 11:15-12:15 1:00-2:00 45. Federal Tax Update I 49. FASB Update I 53. Chronic Disease Prevention 54. Federal Tax Update II 58. FASB Update II 62. Staying Fit Where You Sit 63. International Tax Hot Topics 67. Consolidations and Variable Interest Entities 71. Nutrition 72. IRS Return Preparers Regulations 76. Revenue Recognition 80. Professional Standards (8:45 - 11:30) 81. Ohio Sales and Use Tax 85. Generally Accepted Privacy Principles 46. QuickBooks - What's New 50. Building a Wealth Management Business 55. FBI: Emerging threats and Trans National Crime 59. Being a Trusted Business Advisor 64. Mobile Technology 68. Client Retention 73. Advanced Microsoft Outlook for CPAs 77. Professional Liability 82. The Joys of a Home Office 86. CRM 101 for CPAs 47. Bankruptcy Issues for CPAs 51. Legislative Update 56. Critical Issues for Industry CPAs 60. Health Reform Update 65. The Dissolution of Business Entities 69. Evaluating Market Volatility 74. Crisis Management for Employers 78. Offshore Accounts 83. Successfully Transitioning out of a Business 87. Task Force Recommendations 48. Alternative Investing 52. The Latest From the IRS on Exempt Organizations 57. Identity Theft/Cyber Crimes 61. Responsibilities of Being a Board Member 66. Estate Planning with Commercial and Private Annuities 70. Changing NFP Landscape 75. How Clients Deal with Health Care Changes 79. Successfully Procuring Grants 84. Investing in an Unstable Market 88. NFP Accounting and Financial Reporting Issues

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Visit the Course Catalog at www.ohioscpa.com and enter the course # 07701CL in the keyword field to register or mail registration form and check to The Ohio Society of CPAs, 535 Metro Place South, P.O. Box 1810, Dublin, OH 43017-7810.

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9/16/2010 10:15:56 AM

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