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REGISTRATION
Please complete this form and fax to: (512) 445-0043
Mail to: Austin CPA Chapter
3305 Northland Drive, Suite 406
Austin, TX 78731-4990
Online registration is available at:
http://austin.tscpa.org/Expo/Registration.html
PLEASE COMPLETE THE FORM BELOW AND
RETURN BY NOON, JUNE 5, 2015
Name:
The Austin Chapter TSCPA CPE Foundation Free
CPE Expo is for Austin CPA Chapter Members only. Thank you for being a valued member!
AUSTIN CHAPTER TSCPA
CPE FOUNDATION
PROUDLY PRESENTS
Please pre-register. Space for walk-ins may be limited or unavailable. Registration is on a first come,
first-served basis. Registration includes 8 hours of
CPE credit and lunch.
Please register online or via fax (512/445-0043).
No phone or email registrations will be accepted.
No shows will be assessed a fee of $75.
Continuing Education Credit
For the full eight (8) hours credit, please sign in at
the beginning of the event and stay until the last
speaker has completed their presentation. Partial
credit may be given for those that arrive late and
leave early.
Certificate #:
Firm Name:
SPONSORSHIPS NEEDED!
Please contact [email protected]
for more information.
Phone:
Email:
Your Registration will be invalid and
deleted if this box remains unchecked. By
checking this box, you agree that there is no
charge for attendance. However, the Austin
Chapter TSCPA CPE Foundation will charge
$75 for NO-SHOWS at this event. If you must
cancel, please do so by Friday, June 12, 2015,
12:00 noon.
This event is for Austin CPA Chapter Members only.
To join, please contact TSCPA: (800) 428-0272.
Tuesday, June 16, 2015
8:30 am to 4:20 pm
3305 Northland Drive, Ste 406
Austin, TX 78731
(512) 445-0044
(512) 445-0043 (fax)
CPAsCount.org
Frank Fickett Scout Training
& Service Center
12500 North IH-35
Austin, Texas 78753
AGENDA
8:30 am
TEXAS STATE TAX UPDATE
Christina A. Mondrik, Esq. CPA,
TBLS Board Certified – Tax Law
Mondrik & Associates
Description: This session will provide a status
update on tax law from the 2015 Texas legislative
session, a case law update on recent court decisions involving Texas state taxes, and an administrative update discussing new procedures and
policy changes.
Objectives: Provide CPAs the tools to identify
and discuss Texas state tax issues with their clients and identify when they might need assistance with audits, administrative hearings or legal
matters.
________________________________
10:10 am
Break
________________________________
10:25 am
CAPITAL READINESS & 10 EASY STEPS TO
REDUCE THE COSTS OF
RUNNING YOUR BUSINESS
Peter Duff, Partner, Newport Board Group
Description: Entrepreneurial and Middle Market
Companies do not prepare themselves well for an
equity infusion, a bank financing or a general recapitalization. The steps necessary to achieve a
successful financing event will be explored. The
emphasis will be on "risk management" and the
preparation required well ahead the event to
achieve a lower perceived risk and a better deal
as a result. Following the presentation on Capital
Readiness and the preparatory steps required to
get equity, debt or credit lines, the focus will be
on achieving cost reductions. In the presentation
Peter focuses on 10 areas where cost reductions
had been achieved resulting from his initiatives.
Peter stresses the “How to" on these cost reductions but will welcome a discussion from participants on their experiences and approaches on
these 10 cost reduction initiatives.
________________________________
12:05 pm
Lunch
________________________________
12:45 pm
WE FOUND FRAUD!! NOW WHAT??
HELPING YOUR CLIENTS PREPARE TO
RESPOND TO THE DISCOVERY OF FRAUD
Michele M. Heyman, CPA/CFF, CVA, CFE,
Heyman & Associates, PLLC
Billy Petty, CFE, Heyman & Associates, PLLC
Vicky Lindsey, CIC, PIWT, CMSR,
Brown & Brown, Inc.
Description: Most businesses have little experience dealing with large-scale fraud. When a suspected case of fraud arises, the business’ executives may not know all of the actions that should
be done in order to preserve the business’ options for dealing with the fraud. The purpose of
this training is to provide insight for professionals
who support businesses to help businesses create
a fraud response plan.
Objective: Help businesses to: prevent further
fraud losses; locate and secure potential evidence; determine a legal response; understand
insurance options and improve controls from lessons learned.
________________________________
2:25 pm
Break
________________________________
2:40 pm
MAXIMIZING RETIREMENT &
SOCIAL SECURITY
David Featherson, CPA
Description: Many people misunderstand the
opportunity that the Social Security system offers.
In this course, David provides an overall view of
Social Security benefits and reviews methods and
options for maximizing that resource. Less-known
strategies, especially for married couples, will also
be discussed and illustrated. Time will be allotted
for Q&A as well.
Objectives: To provide a better, more thorough
understanding of your own Social Security benefit
options and/or to assist your clients in doing the
same.
______________________________
4:20 pm
Adjourn
______________________________
Overall Course Information
 Course level is basic/update.
 This Expo is designed for CPAs in a variety of
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fields.
No advanced preparation is required to attend.
There are no prerequisites.
Evaluations and completion certificates will be
distributed electronically the day of the event.
CPE Hours will be adjusted if participant does
not attend the full-day event.