CPE » Course List

Date	Program/Course Number	Hours/Level	Developer
5/13/08	PLEASE NOTE DATE CHANGE FROM MAY 12 TO MAY 13 - Corporate Financial Management – Conquering the Controllership Challenge Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Intermediate	Executive Education, Inc.
5/13/08	CANCELLED, CANCELLED, CANCELLED!!!! Profit Improvement - 10 Tips for a Better Bottom Line Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours (A & A 2 Hours, Management 6 Hours) / Intermediate	Executive Education, Inc.
5/14/08	Ethics for Financial Managers – Professional Conduct for Management Accountants 4 Hours: 8:30 a.m. - 12:05 p.m. Held at: Hampton Inn & Conference Center, Colchester Registration	4 Hours / Intermediate	Executive Education, Inc.
5/15/08	VSCPA ANNUAL MEETING Held at: Basin Harbor Club, Vergennes Registration	3 Hours Auditing, 4 hours Personal Development / Basic	VSCPA
5/19/08	DRIVING COMPANY GROWTH – The Financial Manager’s Role in Strategic Planning Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Intermediate	Executive Education, Inc.
5/20/08	TRENDS IN CORPORATE FINANCIAL PLANNING – Beyond Traditional Budgeting Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Update	Executive Education, Inc.
6/2/08 - 6/4/08	SURGENT McCOY’s YELLOWBOOK CONFERENCE (3 Day Conference) - 06/02, 03 & 04/2008 Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	24 Hours / Intermediate	Surgent McCoy CPE
6/3/08	THE LOSCALZO ANSWER TO FREQUENTLY ASKED QUESTIONS IN ACCOUNTING AND AUDITING Held at: Holiday Inn, Rutland Registration	8 Hours - (Accounting 5 Hours, Auditing 3 Hours) / Intermediate	Loscalzo Associates
6/4/08	PROFESSIONAL ETHICS FOR VERMONT CPAs (Second Edition) 8:30 a.m. - 12:05 p.m. USING TAX BASIS AND OTHER OCBOA PRESENTATIONS EFFECTIVELY 1:00 p.m. – 4:35 p.m. Held at: Hampton Inn & Conference Center, Colchester Registration	4 Hours A.M. - 4 Hours P.M. / Intermediate A.M. - Basic P.M.	Loscalzo Associates
6/11/08	SURGENT MCCOY’S TOP 10 TAX ISSUES IN DEALING WITH LLCS AND PARTNERSHIPS Register by Sunday, May 11, 2008 and save. Held at: Holiday Inn, Rutland Registration	8 Hours / Intermediate	Surgent McCoy CPE
6/12/08	THE BEST FEDERAL TAX UPDATE COURSE BY SURGENT McCOY Register by Monday, May 12, 2008 and save. Held at: Hampton Inn & Conference Center, Colchester Registration	8 Hours, qualifies for CFP® / Update	Surgent McCoy CPE
6/12/08	CORPORATE FINANCE TUNE-UP – Putting the Right Skills in Your Analytical Toolbox Register by Monday, May 12, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Intermediate	Executive Education, Inc.
6/13/08	VALUE-DRIVEN FINANCIAL ANALYSIS – A Non-Traditional Approach Register by Tuesday, May 13, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Intermediate/Advanced	Executive Education, Inc.
6/13/08	SMALL BUSINESS RETIREMENT PLAN REVIEW: NEW ROTH 401(k)s, KEOGHs, TRADITIONAL 401(k)s, IRAs, SEPs, AND SIMPLEs Register by Tuesday, May 13, 2008 and save. Held at: Hampton Inn & Conference Center, Colchester Registration	8 Hours, qualifies for CFP® / Basic	Surgent McCoy CPE
6/16/08	CURRENT DEVELOPMENTS IN ACCOUNTING, AUDITING, AND THE ACCOUNTING PROFESSION: AN OVERVIEW FOR 2008 Register by Friday, May 16, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Update	Surgent McCoy CPE
6/17/08	FRAUD: CATCHING THE CROOKS WHO COOK THE BOOKS Register by Saturday, May 17, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Basic	Surgent McCoy CPE
6/19/08	MAKE MONEY FOR YOU AND YOUR CLIENTS: SURGENT MCCOY'S TOP INDIVIDUAL TAX PLANNING STRATEGIES Register by Monday, May 19, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Intermediate	Surgent McCoy CPE
6/20/08	MAKE MONEY FOR YOU AND YOUR CLIENTS: SURGENT MCCOY'S TOP BUSINESS TAX PLANNING STRATEGIES Register by Tuesday, May 20, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Intermediate	Surgent McCoy CPE
6/23/08	SURGENT McCOY'S ADVANCED CRITICAL TAX ISSUES FOR LIMITED LIABILITY COMPANIES AND PARTNERSHIPS Register by Friday, May 23, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours, qualifies for CFP® / Advanced	Surgent McCoy CPE
6/23/08	FREQUENTLY MISSED ISSUES FOR OMB CIRCULAR A-133 AUDITS Register by Friday, May 23, 2008 and save. Held at: Hampton Inn & Conference Center, Colchester Registration	8 Hours / Intermediate	Loscalzo Associates
6/24/08	SURGENT McCOY'S ADVANCED CRITICAL TAX ISSUES FOR S CORPORATIONS Register by Saturday, May 24, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours, qualifies for CFP® / Advanced	Surgent McCoy CPE
6/24/08	NOT-FOR-PROFIT AUDITING MADE EASY Register by Saturday, May 24, 2008 and save. Held at: Hampton Inn & Conference Center, Colchester Registration	8 Hours / Intermediate	Loscalzo Associates
6/25/08	SURGENT MCCOY’S HANDBOOK FOR MASTERING BASIS, DISTRIBUTIONS, AND LOSS LIMITATION ISSUES FOR S CORPORATIONS, LLCS, AND PARTNERSHIPS Register by Sunday, May 25, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Intermediate	Surgent McCoy CPE
6/25/08	ADVANCED AUDITING OF HUD-ASSISTED PROJECTS Register by Sunday, May 25, 2008 and save. Held at: Hampton Inn & Conference Center, Colchester Registration	8 Hours / Advanced	AICPA
6/26/08	FORM 990: AICPA’S ANSWER TO UNLOCKING THE TAX COMPLEXITIES Register by Monday, May 26, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Basic	AICPA
6/27/08	ANNUAL UPDATE FOR STATE AND LOCAL GOVERNMENTS AND NOT-FOR-PROFITS - 4 Hours 8:30 a.m. - 12:05 p.m. THE 2007 REVISED YELLOW BOOK FOR FINANCIAL AUDITS 1:00 p.m. - 4:35 p.m. Register by Tuesday, May 27, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	4 Hours A.M. , (Gov. Acctng. 2 Hrs., Gov. Audit. 2 Hrs) 4 Hrs. P.M. / Update A.M. - Basic P.M.	AICPA
9/11/08	LEAN ACCOUNTING AND MANAGEMENT: IMPROVING PROFITABILITY BY STREAMLINING OPERATIONS Register by Monday, August 11, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Advanced	AICPA
9/12/08	MANAGEMENT REPORTING: CREATING MORE MEANINGFUL REPORTS IN LESS TIME Register by Tuesday, August 12, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Advanced	AICPA
9/18/08	GENERALLY ACCEPTED AUDITING STANDARDS - NEW STANDARDS FOR A NEW DAY Register by Monday, August 18, 2008 and save. Held at: Holiday Inn, Rutland Registration	8 Hours / Baisc/Intermediate	Paul H. Koehler, CPA
9/19/08	THE 2007 YELLOW BOOK – NEW GOVERNMENT AUDITING STANDARDS Register by Tuesday, August 19, 2008 and save. Held at: Holiday Inn, Rutland Registration	8 Hours / Baisc/Intermediate	Paul H. Koehler, CPA
9/29/08	SURGENT MCCOY’S FEDERAL TAX CAMP Register by Friday, August 29, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours, qualifies for CFP® / Update	Surgent McCoy CPE
10/22/08	LOSCALZO’S ANNUAL FASB AND AICPA UPDATE Register by Monday, September 22, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours (Accounting 4 Hours, Auditing 4 Hours) / Update	Loscalzo Associates
10/23/08	PROFESSIONAL ETHICS FOR VERMONT CPAs (Second Edition) 8:30 a.m. - 12:05 p.m. USING TAX BASIS AND OTHER OCBOA PRESENTATIONS EFFECTIVELY 1:00 p.m. - 4:35 p.m. Register by Tuesday, September 23, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	4 Hours A.M. - 4 Hours P.M. / Intermediate A.M. - Basic P.M.	Loscalzo Associates
11/4/08	GAAP REFRESHER Register by Saturday, October 4, 2008 and save. Held at: Holiday Inn, Rutland Registration	8 Hours / Basic	Loscalzo Associates
11/5/08	PROFESSIONAL ETHICS FOR VERMONT CPAs (Second Edition) 4 Hours: 8:30 a.m. - 12:05 p.m. Register by Sunday, October 5, 2008 and save. Held at: Holiday Inn, Rutland Registration	4 Hours / Intermediate	Loscalzo Associates
11/10/08	ADVANCED PARTNERSHIP/LLC WORKSHOP: HOW TO DO OPTIONAL STEP-UP IN BASIS UNDER §754 AND RELATED PROVISIONS Register by Friday, October 10, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Advanced	Surgent McCoy CPE
11/11/08	THE BEST INDIVIDUAL INCOME TAX UPDATE COURSE Register by Saturday, October 11, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours, qualifies for CFP® / Update	Surgent McCoy CPE
11/12/08	SURGENT McCOY's MULTISTATE TAX UPDATE Register by Sunday, October 12, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Update	Surgent McCoy CPE
11/13/08	SURGENT McCOY'S COMPREHENSIVE GUIDE TO TAX DEPRECIATION, AMORTIZATION, AND PROPERTY TRANSACTIONS FROM ACQUISITION TO EXCHANGE OR DISPOSITION Register by Monday, October 13, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Intermediate	Surgent McCoy CPE
11/19/08	BEST PRACTICES AND CURRENT UPDATE FOR TODAY’S COMPILATIONS AND REVIEWS Register by Sunday, October 19, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Intermediate	Loscalzo Associates
11/20/08	DISCLOSURE – THE KEY TO FINANCIAL STATEMENTS Register by Monday, October 20, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours / Basic	Loscalzo Associates
12/11/08	INDUSTRY TAX GUIDE TO FRINGE BENEFITS AND SELECTED PAYROLL ISSUES Register by Tuesday, November 11, 2008 and save. Held at: Capitol Plaza Hotel & Conference Center, Montpelier Registration	8 Hours, qualifies for CFP® CE / Basic	Surgent McCoy CPE
12/12/08	COMPLETE STRATEGIES FOR MAXIMIZING CONTRIBUTIONS, ROLLOVERS, DISTRIBUTIONS, AND ESTATE PLANNING OF IRAs, ROTH IRAs, SIMPLEs, AND SEPs Register by Wednesday, November 12, 2008 and save. Held at: Hampton Inn & Conference Center, Colchester Registration	8 Hours, qualifies for CFP® / Intermediate	Surgent McCoy CPE