2013 TSCPA Professional Development Guide : Page 27

MANAGEMENT &)2&#12;&RQWUROOHU¶V&#03;5RDGPDS&#03;WR&#03;2UJDQL]DWLRQ&#03;6XFFHVV&#03;ZLWK&#03; ,QWHJUDWHG&#03;3ODQQLQJ&#03;)RUHFDVWLQJ&#03;DQG&#03;%XGJHWLQJ Surgent McCoy CPE, LLC &XUUHQW&#03;'HYHORSPHQWV&#03;DQG&#03;%HVW&#03;3UDFWLFHV&#03;)RU&#03;7RGD\¶V&#03;&)2V&#03; and Controllers 1(: Surgent McCoy CPE, LLC 1(: Many organizations spend huge amounts of money and effort at planning, forecasting and budgeting and all too often the three disciplines are separated and not connected throughout the company. It appears that people who are doing the strategic planning aren’t talking with the people who are doing the budgeting or forecasting. Also, there is a lack of uniform accountability throughout the organization. This program is designed to completely integrate the planning process and show how it can move from long-range thinking, through medium term planning, through the annual budget DQG&#03;WR&#03;WKH&#03;PRQWKO\&#03;FDVKÀRZ&#03;IRUHFDVW&#11;&#03;$OVR&#0f;&#03;WKH&#03;SURJUDP&#03;ZLOO&#03;WHDFK&#03;WKH&#03;SDUWLFLSDQW&#03;KRZ&#03; to avoid many political pitfalls that end up causing a lack of accountability and often cause the planning process to be demotivating to the staff. This isn’t just a strategic planning course or a budgeting course. It is a course that looks at the entire planning process from beginning to end and shows how much smoother it can be when it is an integrated process. While it is a technical course discussing many of the technical tricks and tips for producing a good plan, it is also a management course in that it will discuss the political aspects of planning. 35(5(48,6,7(&#1d; ([SHULHQFH&#03;LQ&#03;¿QDQFLDO&#03;PDQDJHPHQW&#03;RI&#03;D&#03;VPDOO&#03;RU&#03;PLGVL]H&#03;FRPSDQ\ .(<&#03;&2'(&#1d; &#1d; &#04; &2856(&#03;/(9(/&#1d; Intermediate Date 11/22 Facility TSCPA Instructor Anthony LaRusso 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 M Code 292NBS ,Q&#03;WRGD\¶V&#03;UDSLGO\&#03;FKDQJLQJ&#03;ZRUOG&#0f;&#03;¿QDQFH&#03;SURIHVVLRQDOV&#03;DUH&#03;UHTXLUHG&#03;WR&#03;ZHDU&#03;PDQ\&#03; hats and are often the keys to the organization’s success. On one hand, they need WR&#03;EH&#03;DEUHDVW&#03;RI&#03;WKH&#03;ODWHVW&#03;SURYHQ&#03;¿QDQFLDO&#03;VNLOOV&#03;IRU&#03;PDNLQJ&#03;WKH&#03;EHVW&#03;GHFLVLRQV&#0f;&#03;DQG&#03; on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor for the good of the organization. This course has been designed to give the CFO and controller the skills needed to lead their organizations into the rapidly changing decade. 7KH&#03;FRXUVH¶V&#03;DXWKRU&#03;KDV&#03;EHHQ&#03;LQ&#03;WKH&#03;WUHQFKHV&#0f;&#03;KDYLQJ&#03;KHOG&#03;SRVLWLRQV&#03;LQ&#03;¿QDQFH&#03;DQG&#03; senior management, and understands the issues from both perspectives. Another unique aspect of this course is its constant evolution. We know change is occurring at an exponential rate, so certain chapters dealing with current domestic and global economic conditions are included along with current technical issues on the cloud and social media. The course is updated annually and as necessary throughout the year to include the most recent developments. 35(5(48,6,7(&#1d; ([SHULHQFH&#03;LQ&#03;¿QDQFLDO&#03;PDQDJHPHQW&#03;RI&#03;D&#03;VPDOO&#03;RU&#03;PLGVL]H&#03;FRPSDQ\ .(<&#03;&2'(&#1d; &#1d; &#04; &2856(&#03;/(9(/&#1d; Intermediate Date 11/21 Facility TSCPA Instructor Anthony LaRusso 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 M Code &#15;&#1b;&#18;1%6 )DPLO\&#03;:HDOWK&#03;0DQDJHPHQW Controller and CFO Skills AICPA Gerschick Associates ,I&#03;\RX&#03;ZDQW&#03;WR&#03;EH&#03;VHFXUH&#03;LQ&#03;\RXU&#03;SRVLWLRQ&#03;DV&#03;WKH&#03;³¿QDQFLDO&#03;HQIRUFHU&#0f;´&#03;\RX&#03;PXVW&#03;EH&#03;DEOH&#03;WR&#03; exhibit the advanced skills that help you add value and contribute to the success of the organization. In addition, you must be able to document that worth -your worth -to the company’s leaders. 35(5(48,6,7(&#1d; Basic or beginning controllers course in lieu of experience .(<&#03;&2'(&#1d; &#1d; &#04; &2856(&#03;/(9(/&#1d; Advanced Date 8/23 Facility TSCPA Instructor -HQQLIHU&#03;(OGHU 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 M Code 142ABA We are in the midst of a period in which trillions of dollars are being transferred from one generation to the next. Some families will transfer their wealth effectively, while others will not. This course will provide an excellent overview of family wealth management. It will address factors to consider for increasing, preserving and transferring wealth. 35(5(48,6,7(&#1d; None .(<&#03;&2'(&#1d; &#1d; &2856(&#03;/(9(/&#1d; Overview Date 12/2 Facility TSCPA Instructor Dennis Gerschick 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 M Code 297DBG &RQWUROOHU&#12;&)2&#03;8SGDWH&#1d;&#03;+RW&#03;7RSLFV&#03;)DFLQJ&#03;7RGD\¶V&#03;)LQDQFLDO&#03; Professional Surgent McCoy CPE, LLC )URP&#03;+LULQJ&#03;WR&#03;)LULQJ&#03;DQG&#03;(YHU\WKLQJ&#03;LQ&#03;%HWZHHQ&#1d;&#03;/HJDO&#0f;&#03;7D[&#03; DQG&#03;+HDOWK&#03;&DUH&#03;,VVXHV Surgent McCoy CPE, LLC 1(: 1(: ,Q&#03;WRGD\¶V&#03;UDSLGO\&#03;FKDQJLQJ&#03;ZRUOG&#0f;&#03;¿QDQFH&#03;SURIHVVLRQDOV&#03;DUH&#03;UHTXLUHG&#03;WR&#03;ZHDU&#03;PDQ\&#03;KDWV&#03; and are often the keys to the success of the organization. On one hand, they need to EH&#03;DEUHDVW&#03;RI&#03;WKH&#03;ODWHVW&#03;SURYHQ&#03;¿QDQFLDO&#03;VNLOOV&#03;IRU&#03;PDNLQJ&#03;WKH&#03;EHVW&#03;GHFLVLRQV&#0f;&#03;DQG&#03;RQ&#03; the other hand they need the best skills to motivate, manage and lead people. Being pigeon-holed into one area or another is neither good for career building nor for the good of the organization. We’ll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. 35(5(48,6,7(&#1d; ([SHULHQFH&#03;LQ&#03;¿QDQFLDO&#03;PDQDJHPHQW&#03;RI&#03;D&#03;VPDOO&#03;RU&#03;PLGVL]H&#03;FRPSDQ\ .(<&#03;&2'(&#1d; &#1d; &#04; &2856(&#03;/(9(/&#1d; Update Date 12/12 Facility Nashville School of Law 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; &#07;&#14;&#18;&#18; 0(0%(5&#03;5(*8/$5&#03;)((&#1d; &#07;&#14;&#1a;&#18; Instructor Arthur Pulis CPE Credit 4 M Code 332DNS The employer-employee relationship strains both sides in a troubled economy, and businesses need CPAs, controllers and other advisors to provide understanding of the complex legal, tax, and health care issues associated with all aspects of employment. This course provides in-depth coverage of this critical area. 35(5(48,6,7(&#1d; None .(<&#03;&2'(&#1d; &#1d; C &#04; &2856(&#03;/(9(/&#1d; Basic Date 9/17 10/21 Facility TSCPA Music Rd. Hotel and CC 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 Instructor William Taylor Susan Smith CPE Credit 8 M/T 8 M/T Code 170SBS 202OPS 0%$&#03;LQ&#03;D&#03;'D\&#04; Surgent McCoy CPE, LLC &ULWLFDO&#03;&RQWUROOHUVKLS&#03;7RROV AICPA 1(: Develop some of the practical skills required to be a successful controller and to HQKDQFH&#03;WKH&#03;SUR¿WDELOLW\&#03;RI&#03;\RXU&#03;FRPSDQ\&#11;&#03;7KLV&#03;FRXUVH&#03;KLJKOLJKWV&#03;YDULRXV&#03;¿QDQFLDO&#03;WRROV&#03; and managerial techniques that help you make day-to-day decisions affecting business RSHUDWLRQV&#03;DQG&#03;SUR¿WDELOLW\&#11; 35(5(48,6,7(&#1d; ([SHULHQFH&#03;LQ&#03;¿QDQFLDO&#03;PDQDJHPHQW&#03;LQ&#03;D&#03;PHGLXP&#03;RU&#03;VPDOO&#03;FRPSDQ\ .(<&#03;&2'(&#1d; &#1d; &#04; &2856(&#03;/(9(/&#1d; Update Date 10/17 Facility Fogelman Instructor Curt Quickel 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 M Code 199OMA 7KH&#03;SXUSRVH&#03;RI&#03;WKLV&#03;FRXUVH&#03;LV&#03;WR&#03;KHOS&#03;&3$V&#03;GHYHORS&#03;D&#03;FRPSOHWH&#03;EXVLQHVV&#03;¿QDQFH&#03;DQG&#03; management background. With this knowledge and these skills, CPAs in industry and public accounting can better manage all aspects of their own businesses while helping WKHLU&#03;FOLHQWV&#03;PDNH&#03;PRUH&#03;LQIRUPHG&#03;EXVLQHVV&#03;DQG&#03;¿QDQFLDO&#03;GHFLVLRQV&#11; 35(5(48,6,7(&#1d; ([SHULHQFH&#03;LQ&#03;¿QDQFLDO&#03;PDQDJHPHQW .(<&#03;&2'(&#1d; &#1d; &#04; &2856(&#03;/(9(/&#1d; Intermediate Date 11/26 Facility TSCPA Instructor -HQQLIHU&#03;(OGHU 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 M Code 296NBS www.tscpa.com 27

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