| 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 |