For CPE opportunities in the West Tennessee area, visit http://www.tscpa.com/chapter/westtn/cpe.aspx.

 

May Meeting Details

Date: Tuesday, May 13
Location: Old English Inn, Jackson, Tenn.
Time: 5:30 p.m.
Topic: "Business Continuation Planning"
Speaker: Maura Cunningham
CPE: 1 hour M
Cost: $30 for members; $40 for nonmembers
RSVP to Stephen Eldridge at seldridge@atacpa.net or 731/427-8571 by noon on Friday, May 9.
 

President's Message

Chapter Members,

Spring is here and busy season is all but a memory.

I would like to congratulate our new officers that were elected at our annual meeting in March. The new officers for the 2008-2009 year are Bob Cozart (president), Stephen Eldridge (vice president) and Paul Anderson (secretary/treasurer). The group has already met and they are planning some really exciting new things for the upcoming year. They welcome participation and suggestions from all members.

Our next meeting will be on May 13 at Old English Inn in Jackson. Dinner will begin at 5:30 p.m. Maura Cunningham with Capital Financial Group, LLC will present a program entitled "Business Continuation Planning." Our May meeting is being sponsored by Capital Financial Group, LLC.

Our June meeting will be on June 10 at Premier Place in Jackson. Dinner will begin at 5:30 p.m. Dennis Dycus, CFE, CPA, of Nashville will be our guest speaker. Dennis is presently serving as the director of the Division of Municipal Audit for the Office of the Comptroller of the Treasury of Tennessee. The topic will be "Identity Theft and how it Affects CPAs." The June meeting will qualify for one hour of CPE.

Our July meeting will be on July 22 at a location to be announced. The meeting will be led by Jim Myers, CPA of Knoxville. He will provide a four-hour Compilation and Review Update and a four-hour Ethics program. Jim is co-author of the TSCPA ethics CPE program and he is an excellent speaker in this area.

Also, please remember that the 78th Annual TSCPA Convention and Educational Conference will be held July 16 - 18 at the Franklin Cool Springs Marriott in Franklin. Please make reservations as soon as possible. I look forward to seeing everyone there.

Please mark your calendars for these upcoming events. Your participation in the chapter is key to the success of the chapter.

As always if you have any suggestions, comments or questions feel free to contact Bob, Stephen or myself. All ideas are welcome.

Best regards,

Dan Walker

 

TSCPA Online Dues Payment Now Available

If you have not paid your 2008-09 dues, access our online dues renewal system by clicking on the yellow button.

If you have any questions about membership renewal, please contact the society office at 1-800/762-0272 or e-mail us at tscpa@tscpa.com.

Thank you for your commitment to TSCPA and the CPA profession! We look forward to serving you in 2007-08.

CPE Speaker

Maura Cunningham has been in the financial services industry for more than 25 years. Early in her career she was on Wall Street, where she participated in the creation and delivery of syndicated Unit Investment Trust (UIT) Funds, which were made up of various investment vehicles including equities, bonds and derivatives. During her final years in New York, she was on the Government Securities trading desk with Merrill Lynch Capital Markets.

From 1995 to 2006, she had a planning practice with Lincoln Financial Advisors, LFA, a nationally recognized financial planning organization with a distinguished history dating back 50 years. In 2006, she affiliated her practice with Capital Financial Group, LLC. CFG provides comprehensive financial advice which includes customized estate, business succession, investment and retirement planning.

A substantial part of Cunningham's practice involves counseling clients on the proper planning of their estates. She has been involved in structuring a wide variety of transactions designed to minimize estate and gift taxes for clients in the context of providing the desired distribution to beneficiaries. Her estate planning clientele has included individuals with a net worth of up to and in excess of $100 million, business owners, retirees and charitable organizations.

May Meeting Sponsored By:


 

TSCPA Scholarship Application Deadline Now Approaching!

The Tennessee Society of Certified Public Accountants is pleased to announce the availability of scholarships to students who have completed introductory courses in accounting and/or students majoring in accounting. Last year, the society awarded 139 scholarships totaling $135,000. To be eligible, students must be U.S. citizens, legal residents of Tennessee and attending a Tennessee school full time.

The 2008 scholarship application is now available on the TSCPA Web site
http://www.tscpa.com/student/college/scholarships.aspx or through your accounting department. The application deadline is June 1.

For more information on the TSCPA scholarship program, please contact Wendy Garvin at wgarvin@tscpa.com or
1-800/762-0272.

UT Martin Hosts Financial Fitness Day


UT Martin hosted a Financial Fitness day on April 21. A booth was set up on campus, and TSCPA members were available to answer any financial questions from students and offer advice about investing for wealth, using credit cards wisely, managing income and other topics. Pictured above are Tom Payne, Dunagan Chair of Excellence in Banking and Interim Chair of the Accounting, Economics, Finance and Int’l Business Dept., Anthony Rodriquez, student, Trent Duncan, Alexander Thompson Arnold, Nathan Woods, student and newly elected president of IMA, UT Martin chapter, Brad Taylor, student and Kenneth Van Vuren, Accounting professor.
 

TSCPA Member Benefit

Whether you’ve got an important interview coming up or you’re just looking to update your wardrobe, JoS. A. Bank Clothiers offers TSCPA members a 20 percent discount on all regularly-priced merchandise (sale items excluded). This discount is valid for in-store, catalog and Internet orders. JoS. A. Bank Clothiers specializes in professional, corporate casual and casual men's clothing.

To receive your free corporate card, simply visit the JoS. A. Bank store near you, show proof of association with TSCPA and request the corporate card, or call their toll-free catalog number at 1-800/285-2265 or e-mail a request to corporatecard@jos-a-bank.com. Remember to mention the TSCPA corporate company number, 140768, when applying for the card.

Upcoming CPE Opportunities

Date Title Course No. Location CPE Credit
5/21 ACPEN - 2008 Business Fraud Update: Practical Skills for Controllers and Auditors * 104 Memphis Light, Gas and Water
Memphis
8 hours A
6/18 ACPEN - 2008 Not-For-Profit Update * 115 Memphis Light, Gas and Water
Memphis
2 hours A
6 hours T
5 hours CLE
7/23 ACPEN - 2008 Governmental Accounting & Auditing Update * 124 Memphis Light, Gas and Water
Memphis
8 hours A
8/13 Internal Auditor's Tool Kit 127 Univ. of Memphis-FedEx Institute
 Memphis
8 hours A
8/14 Auditing For Fraud 129 Univ. of Memphis-FedEx Institute
 Memphis
8 hours A
8/15 Government Auditing Standards 2007 - Overview & Update 131 Univ. of Memphis-FedEx Institute
 Memphis
8 hours A
8/19 Excel - Beyond the Basics 134 Univ. of Memphis-FedEx Institute
 Memphis
8 hours O
8/20 QuickBooks for Accountants 135 Univ. of Memphis-FedEx Institute
 Memphis
8 hours O
8/27 ACPEN - 2008 Compilation and Review Update: Compiling and Reviewing OCBOA Financial Statements * 144 Memphis Light, Gas and Water
Memphis
8 hours A

To register, click any of the links above, fax your registration to 615/377-3904 or call TSCPA at 1-800/762-0272.

For a complete listing of CPE opportunities please visit http://www.tscpa.com/cpe/default.aspx

* Courses also available as a webcast to view from your home or office computer. Visit http://www.cpalearn.com/tcpa/catalog.asp for a full listing of webcasts and to register.
 

TSCPA Conferences

Rise Above
Spring Industry Conference
May 19
Cool Springs Marriott, Franklin

Conference highlights: Work/Life Balance, Economic Outlook, Making Healthcare Consumerism Work, Technology Update, International Trade Panel

Click here for schedule and registration information.

Assess Your Risk
Governmental Accounting & Auditing Conference
June 5 - 6
Willis Conference Center, Nashville

Conference highlights: Audit Risk Standards, GASB Update, Introduction to Governmental Accounting and Reporting, Single Audit - Trying to Get it Right, Pollution Remediation, Detecting Fraud in Schools, Issues in Not-for-Profit Accounting

Click here for schedule and registration information.

Stand Out
Young CPA Conference
June 19 - 20
Hilton Downtown Nashville

Conference highlights: Ethics, Dealing with Difficult People, Deadly Enterprise, Management Strategies that Get Results, "Auditing" Your Personal Financial Plan, A&A Update, Tax Update, Business Development for Accountants

Click here for schedule and registration information.

2007 - 2008 West Tennessee Chapter Officers

Daniel H. Walker
President
26 Security Drive
Jackson, TN 38305
731/668-7070
dan.walker@horne-llp.com

 

Robert K. Cozart Jr., CPA
President- Elect
29 North Lafayette
Brownsville, TN 38012
731/772-2273
bobcozart@bellsouth.net
Stephen M. Eldridge
Secretary/Treasurer
227 Oil Well Rd.
Jackson, TN 38305
731/427-8571
seldridge@atacpa.net
This message is provided courtesy of the West Tennessee Chapter of the Tennessee Society of CPAs. You (or someone using your e-mail address) are a member of the TSCPA and have asked to receive chapter newsletters by e-mail. If you prefer to receive your newsletter via mail, click here - and the next issue will be mailed to you. Please contact TSCPA at chapters@tscpa.com if you wish this to go to another address.



 


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