Chattanooga Cluster

There’s not a prettier time of year than early fall to wind around Chattanooga’s river bend and see what this growing city has to offer. Whether you’re visiting or you call this city home, this two-day cluster offers 16 hours of CPE in a wide array of topics.

No matter your accounting focus, from fraud basics to current audit and tax updates, you can tailor your sessions to match your specialty. So what are you waiting for? Book your spot now for the 2018 Chattanooga Cluster.

Below are the course offerings scheduled. Each course is $169 if you register before Sept. 13 as a TSCPA member. Non-members will pay an additional $50 fee per class, or become a member today and take advantage of the savings! Click the links for the corresponding courses below to register online.

If you require hotel accommodations, please contact Chattanooga Marriott via phone at 423/756-0002 to book your reservation. There isn't a special TSCPA rate to book. 

Note: you do not need to select a course for each day - you may choose a single event for this cluster if you wish.

September 27, 2018

Select Zero Or One
September 27, 2018 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (4)
4 credits
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Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • Jennifer Louis, CPA

Vendor

Surgent

Description

Due to increasing scrutiny in the employee benefit plan area, it is imperative for auditors of 401(k) plans to remain up to date on the rules and regulations that may impact the audit engagement. Auditors will enhance their knowledge by understanding the changes effecting audit procedures and reporting, identifying best practices and performing efficient audit engagements.

Prerequisites

Basic understanding of auditing defined contribution plans

September 27, 2018 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (1) Accounting (3)
4 credits
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Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • James K. Myers, CPA, CGMA

Vendor

Surgent

Description

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent accounting, compilation, preparation, review and attestation matters including: recently issued Accounting Standards Updates (ASUs); the FASB's comprehensive new Revenue Recognition standard - Topic 606; Lease Accounting - Topic 842; Financial Instruments; SSARS No. 21, Clarification and Recodification; recent AICPA and PCAOB releases and other important A&A practice matters you should be aware of.

Prerequisites

Experience in accounting and attestation

September 27, 2018 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

CLE (3.33) Taxes (4)
4 credits
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Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • Deborah Phillips

Vendor

Surgent

Description

The most difficult concepts to master when dealing with flow-through business entities are the basis and distribution concepts. Major error and malpractice issues occur if the CPA does not fully understand the impact of these rules. This course is designed to focus on the practical applications of these rules.

Prerequisites

Experience in business taxation

Select Zero Or One
September 27, 2018 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (Governmental) (4)
4 credits
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Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • Jennifer Louis, CPA

Vendor

Surgent

Description

When stories of fraud make the news, they can look so obvious after the fact. Regardless of whether the fraud was material, the media and public frequently ask how the auditor and those within the entity could not have detected the fraud. Fraud can be very difficult to detect, particularly without the luxury of hindsight. In this course, we will look at over 20 frauds that recently occurred and with the luxury of hindsight study how they happened and perhaps how they could have been prevented or detected. The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced knowledge of fraud occurring in not-for-profit entities and governments.

Prerequisites

Basic knowledge of the not-for-profit and government environment

September 27, 2018 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (4)
4 credits
Show course details

Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • James K. Myers, CPA, CGMA

Vendor

Surgent

Description

Specifically designed for compilation, preparation and review practitioners and their staff, this course will provide you with an overview, update and hands-on application for performing compilation, preparation and review engagements. You will learn the ins and outs of SSARS No. 21, Clarification and Recodification. The course will also cover the changes that have occurred with the issuance of SSARS Nos. 22 and 23 with regard to compilation of pro forma financial information engagements, engagements on prospective financial information, as well as in other areas relevant to SSARS No. 21 engagements, including lessons learned from early peer reviews of SSARS No. 21 engagements. This course will bring you up-to-date on SSARSs requirements and guidance as well as provide examples and illustrations to help you effectively perform compilation, preparation and review engagements.

Prerequisites

Experience in performing and managing compilation, preparation and review engagements

September 27, 2018 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

CLE (3.33) Taxes (4)
4 credits
Show course details

Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • Deborah Phillips

Vendor

Surgent

Description

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas and other planning opportunities available to S Corporations, partnerships, LLCs and LLPs. Continually updated for developments.

Prerequisites

Experience with pass-through entity clients

September 28, 2018

Select Zero Or One
September 28, 2018 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

Accounting (Governmental) (4)
4 credits
Show course details

Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • Jennifer Louis, CPA

Vendor

Surgent

Description

ASU No. 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, will usher in the most significant changes to not-for-profit financial reporting in over 20 years when it becomes effective for Dec. 31, 2018 year-ends. To properly implement the new financial reporting model professionals will need to have a strong, working knowledge of the new requirements. Now is the time to obtain that knowledge! This course will explain the new requirements, illustrate how the requirements will manifest themselves in the financial statements, and explain key options that not-for-profits have in implementing the requirements. The course will also examine other key issues on the horizon related to revenue recognition and leases. The course materials utilize a highly illustrative and innovative format to provide an enhanced working knowledge of not-for-profit financial reporting.

Prerequisites

Some introductory background in not-for-profit accounting and reporting

September 28, 2018 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

CLE (3.33) Taxes (4)
4 credits
Show course details

Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • Deborah Phillips

Vendor

Surgent

Description

This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax savings ideas that will serve their ever-evolving needs - especially in a year of significant tax law change.

Prerequisites

Experience in individual tax planning

September 28, 2018 8:00am - 11:30am (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (4)
4 credits
Show course details

Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • Douglas E. Warren, CPA, CFF, CFE

Vendor

Surgent

Description

Our focus is to reduce the overall risk of fraud. To that end, this course focuses on what factors contribute to turning honest employees into schemers. Discussion will include integrity and ethics, as well as how people may react in certain situations.

Select Zero Or One
September 28, 2018 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

Accounting (4)
4 credits
Show course details

Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • Jennifer Louis, CPA

Vendor

Surgent

Description

Understanding the forces affecting your A&A public practice is critical to success in today's complex and rapidly changing market. In this session we will tackle pressing issues at a "need to know" level and then discuss the practical implications. You will come away armed with the big picture. Preparedness is half the battle, so do not miss this critical briefing.

Prerequisites

Sufficient experience in A&A practice to have gained a baseline understanding of key terminology and core issues

September 28, 2018 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

CLE (3.33) Taxes (4)
4 credits
Show course details

Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • Deborah Phillips

Vendor

Surgent

Description

Despite the fact that a client's matter may be taken directly to court, utilizing IRS Appeals usually results in saving your client both time and money. Join us as we discuss the misunderstood process through IRS Appeals.

Prerequisites

Experience in preparing individual and business tax returns

September 28, 2018 1:00pm - 4:30pm (Eastern Time)

Your Price: $219.00

Credit Type:

Auditing (4)
4 credits
Show course details

Location

Chattanooga Marriott
2 Carter Plz
Chattanooga, TN 37402-5032

Facilitators

  • Douglas E. Warren, CPA, CFF, CFE

Vendor

Surgent

Description

Organizations that fall victim to fraud (and that is every organization in the world) have many controls in place to combat fraud. We will discuss means and methods to stop fraud and the controls that victim organizations employ to seek improvements for our organizations.