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79th Annual Convention & Educational Conference

June 14-16, 2009
The Grove Park Inn Resort & Spa
Asheville, N.C.



Sponsors

Visit our sponsors during registration and networking breaks:



First Tennessee



Since 1913, The Grove Park Inn Resort and Spa, with its rocking chairs, immense stone fireplaces and sweeping views of the Blue Ridge Mountains, has charmed and relaxed its guests. Though located just minutes away from downtown Asheville, NC, the feeling is that you've entered a separate world - one in which you reign supreme. Whether it's the dramatic history of the Inn, or the "melt-you-into-a-puddle-of-bliss" brand of service, this is a resort and spa experience that rejuvenates you in ways you may have forgotten. Or in ways you never imagined.

Session Highlights:

  • State & Local Tax Update in Time of Budget Crisis
  • Analyzing Data With Excel PivotTables
  • Federal Tax Update
  • Professional Issues Update
  • Standards for Tennessee CPAs: Important Ethical Concepts, Principles and the Rules for CPAs in Tennessee
  • Vertical Leap
  • Leading & Empowering During Challenging Times
  • An Anatomy of the Recession, 2009

Course Level: Update
TSBA Subject Code: T/A/M/E
CPE Credit: 16 hours


Registration Fees: before May 5 after May 5
Member
$350
$390
Member: First-Time Attendee $195 $235
Guest
$150
$190
Non-Member $425 $465

Hotel Information:

Hotel reservations can be made at The Grove Park Inn Resort & Spa at a rate of $188/night for a single or double. The room rate cut-off date is May 11, 2009. Reservations can be made by calling 1-800/438-5800.


Schedule At A Glance

Sunday, June 14
1 – 5 p.m.
Hospitality Suite
Sponsored by First Tennessee
1 – 5 p.m.
Registration
6 – 10 p.m.
Opening Reception
Mountain View Terrace & Skyline Room
Monday, June 15
7 – 9 a.m.
Continental Breakfast
7 – 9 a.m.
Spouse/Guest Breakfast
Hospitality Suite
7:30 a.m. – 3:30 p.m.
Registration & Exhibits
8 a.m. – 2 p.m.
Optional Tour of Asheville
8 – 9:40 a.m.
Council Meeting
8 – 9:40 a.m.
State & Local Tax Update in Time of Budget Crisis
Larry R. Hyatt, CPA, CFE, President of Larry Hyatt & Associates PLLC, Brentwood, Tenn.
We will review the recent state legislative session and discuss any tax increases, effective dates and impact on Tennessee business. Also included will be a quick review of recent revenue rulings and court cases that might provide opportunity to reduce current tax burdens. We will conclude with a “crystal ball” discussion of possible tax changes during the next 24 months as we attempt to pull out of the recession.
9 a.m. – 5 p.m.
Hospitality Suite
Sponsored by First Tennessee
9:40 – 10 a.m.
Networking Break & Exhibit Viewing
10 – 11:40 a.m.
HR Update
David Siler, Managing Partner with Distinctive Human Resources, Inc., Sanford, N.C.
Many CPAs are blessed with human resources responsibilities. This session will provide an overview of the latest developments and best practices in the field of HR to make the CPA/HRO life’s easier. Topics include: current trends in HR, health-care cost-containment strategies, competitive staffing plans, compensation systems, technology, globalization of HR, the latest legal developments and more. Cutting edge practices to help your company prepare for the future. Practical tips and advice.
11:40 a.m. – 1 p.m.
Lunch on your own
12 – 6 p.m.
Golf Tournament
co-sponsored by The PICA Group and CAMICO
1 – 2:40 p.m.
Analyzing Data With Excel PivotTables
Val D. Steed, CPA, MA, CITP, Chief Executive Officer, K2 Enterprises, Hammond, La.
Many refer to PivotTables as “Excel’s most powerful function.” In this advanced session, you will learn how to use the power of the PivotTable to solve many of your data analysis problems. You will learn how to analyze data using specific PivotTable tools such as Field Settings, Calculated Fields and Items, Grouping, Sorting and Filtering. Discover how PivotCharts extend the functionality of PivotTables and help you communicate key data. Confused by GETPIVOTDATA? Learn how to use it to extract valuable information from a PivotTable. Don’t miss this opportunity to build upon your knowledge of this powerful data analysis and reporting tool.
2:40 – 3 p.m.
Networking Break & Exhibit Viewing
3 – 4:40 p.m.
Tech Update
Val D. Steed, CPA, MA, CITP, Chief Executive Officer, K2 Enterprises, Hammond, La.
Are you trying to manage technology in this tight economy? What are the best new technologies to invest in? How can you stay up with the changes in technology? This session provides a valuable overview of the changes in technology that affect you today, as well as in the future. In this session, you will learn about hardware, software, and strategic options that provide improved efficiency and productivity. You’ll learn how to compare those options and examine other strategic technologies that should be considered.
Dinner – on your own
8 – 11:30 p.m.
Hospitality Suite
Sponsored by First Tennessee
Tuesday, June 16
7 – 9 a.m.
Continental Breakfast
7 – 9 a.m.
Spouse/Guest Breakfast
Hospitality Suite
7:30 a.m. – 3:30 p.m.
Registration & Exhibits
8 – 9:40 a.m.
Federal Tax Update
Walter H. Nunnallee, Professor of Tax Law, North Carolina Central University, Raleigh, N.C.
Nunnallee will review the latest Federal Tax Developments having the greatest impact on the general tax practitioner.
9 a.m. – 5 p.m.
Hospitality Suite
Sponsored by First Tennessee
9:40 – 10 a.m.
Networking Break & Exhibit Viewing
10 – 10:50 a.m.
Professional Issues Update
Randy Fletchall, CPA, Partner with Ernst & Young LLP, New York, N.Y.
The CPA profession has never had a more important role in the financial markets than in today’s complex and troubled economy. Hear directly from AICPA Immediate Past Chair Randy Fletchall about the challenges and opportunities for CPAs, both today and in the future, as well as current AICPA initiatives and programs. The session will cover a wide range of issues facing the profession, from the pipeline of CPAs and the profession’s image to the profession’s outreach and regulatory change.
10:50 – 11:45 a.m.
Standards for Tennessee CPAs: Important Ethical Concepts, Principles and the Rules for CPAs in Tennessee - Tennessee-Specific Ethics Session
Jim Myers, CPA, Chief Administrative Officer, Rodefer Moss & Co; PLLC, Knoxville, Tenn.
This one-hour presentation will familiarize and update participants with the Tennessee Accountancy Act and the roles and responsibilities of the Tennessee State Board of ccountancy. This course satisfies the Tennessee-specific ethics requirement set forth by the Tennessee State Board of Accountancy for CPAs licensed in Tennessee.
12:30 – 1 p.m.
Vertical Leap
Dane Bradshaw, Former UT Basketball Player, Knoxville, Tenn.
Vertical leap is a story on hard work, team work and making the most of your opportunities. Dane Bradshaw and his UT teammates started the revival of Tennessee
basketball with new coach Bruce Pearl. The system was an upbeat, high pressure offense that changed the lives of the players, fans and the program. Dane will lead you through the lessons from this transformation.
1:10 – 2:50 p.m.
Leading & Empowering During
Challenging Times
Dr. Sandy McKenzie, Author, Chattanooga, Tenn.
Challenging and changing times place additional demands on leaders to empower their teams to grow and excel. Excellence in communication, motivation and leadership - not micro-managing - is absolutely critical.
2:50 – 3:10 p.m.
Networking Break & Exhibit Viewing
3:10 – 4:50 p.m.
An Anatomy of the Recession, 2009
Tony Spiva, Ph. D., Professor Emeritus, University of Tennessee, Knoxville, Tenn.
Recessions are difficult to forecast and seeking a single cause is fruitless. Once underway, recessions unfold in a highly predictable way. We will look at the recession half way through the year and forecast its path for the next 12 months.
6:30 – 7 p.m.
Reception
7 – 11 p.m.
Annual Banquet
10 – 11:30 p.m.
Hospitality Suite
Sponsored by First Tennessee

Registration Information

Enroll soon because space is limited. Register by May 5 to pay the discounted registration fee. Registrations must be received seven days prior to the event in order to guarantee a seat and course materials. Allow approximately one week for receipt of confirmation.

Cancellations and Substitutions: Cancellations received by May 5 will be assessed a $30 administrative fee. Cancellations received between May 22 and June 13 will be subject to a cancellation fee of 50 percent of the program fee. No refunds are given on or after the date of the program. A $30 administrative fee will be assessed for all substitutions and transfers. Registrants may substitute another individual up to the day before the conference. TSCPA must be notified in advance to ensure proper CPE credit.

Registration Fee Includes: conference, session highlights, continental breakfast, lunch, refreshment breaks, opening reception and annual banquet.

Suggested Dress: business casual.

TSCPA provides you with a Proof of Attendance that serves as your permanent record of participation. The Proof of Attendance, noting the credits earned, will be e-mailed within two weeks of the program. You can now view your CPE transcript online at http://www.tscpa.com

If you have special needs under the Americans with Disabilities Act, please attach a written description or call the society office at 615/377-3825 or 1-800/762-0272.


4 Easy Ways to Register

By Internet
Click Here To Register Online Now

By Fax
615/309-8054 or 615/377-3904

By Mail
Mail completed registration form and payment to:
201 Powell Place, Brentwood, TN 37027

By Phone
1-800/762-0272 or 615/377-3825

This conference is presented by The Tennessee Society of Certified Public Accountants.

© Tennessee Society of Certified Public Accountants
201 Powell Place • Brentwood, TN 37027
Phone: 615/377-3825 • Fax: 615/377-3904
Toll Free: 1-800/762-0272

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