88th Annual Meeting & Convention

600  |  Update  |  Scheduled

Description

Make plans now to join your peers at the Wild Dunes Resort on June 19-22 for TSCPA’s 88th Annual Meeting & Convention.  The Wild Dunes Resort on Isle of Palms, SC is located near historic Charleston and offers a family-friendly setting for you to enjoy networking with friends while obtaining up to 16 hours of CPE from the profession’s most prominent thought leaders. 

The Wild Dunes Resort provides the perfect atmosphere to combine business and pleasure with access to premiere amenities for the whole family, including award-winning golf, tennis, and easy access to downtown Charleston, all found within steps of the beautiful low country beaches of South Carolina. 

This year’s agenda includes 12 hours of high-quality CPE sessions along with social and networking events. As an added bonus, an additional 4 hours of On-Demand CPE will be provided for attendees to complete at their convenience.

Download a full schedule of events here!

Register today! Early Bird registration ends June 4.

Book Your Stay online at http://bit.ly/2had4lB</a> Discounted room rates are available for June 19-21, 2018 at $269/night using group code: 3HB9GJ. Additional dates may be requested by calling the Wild Dunes Resort directly at 866-359-5593. Space is limited, so book your hotel room early. TSCPA’s rate expires May 19.

Credits

Number of Credits Type of Credits
4 Accounting
2 Business Management and Organization
10 CLE
2 Economics
2 Information Technology
2 State Ethics
Your Price: $595.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to June 5, 2018.

Members log in and save $100.00 on this event. Not a member? join today.

Sessions

June 19, 2018

3:00pm - 5:45pm (Eastern Time)
$0.00
Select One and Only One
6:00pm - 8:00pm (Eastern Time)
$0.00

Please select this option if you plan on attending the Opening Reception.

The 88th Annual Meeting & Convention kicks off outside at the picturesque Grand Pavilion featuring stunning ocean views and two pools. Relax and meet fellow Convention participants and their families while enjoying low country cuisine and the freshest seafood Charleston has to offer.

6:00pm - 8:00pm (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Opening Reception.

June 20, 2018

Select One and Only One
7:00am - 8:00am (Eastern Time)
$0.00

Please select this option if you plan on attending the Member & Guest Breakfast.

Both guests and members gather for breakfast featuring signature southern favorites and plenty of coffee to start your day off right!

Sponsored by Risk Strategies Company

7:00am - 8:00am (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Member & Guest Breakfast.

8:30am - 10:10am (Eastern Time)
$0.00

This presentation will explore the most commonly recurring professional liability risk drivers that lead to claims against accounting firms and how best to control these risks and protect the firm’s bottom line.

Learning Objectives: 

  • Recognize common professional liability risk exposures related to the delivery of CPA firm services
  • Learn risk management strategies to mitigate exposures including:
    • Client and engagement acceptance and continuance
    • Engagement letters
    • Electronic communications
    • Data security
10:10am - 10:30am (Eastern Time)
$0.00

Spend time between educational sessions meeting with exhibitors and fellow participants.  Make sure you stop by each exhibitor booth so you’ll be entered into the exhibitor mania grand prize drawing.

10:30am - 12:10pm (Eastern Time)
$0.00

During this seminar, you will learn:

  • What is the Dark Web, what can be bought & sold, and why you should care.
  • The state of cyber-crime in our world today, and how it is impacting our personal lives and businesses.
  • A shocking truth about computer security that catches most businesses off guard, but that could (literally) wipe out your bank account and bankrupt your firm.
  • Why firewalls and anti-virus software give you a false sense of security – and what it REALLY takes to protect your organization against new threats and today’s sophisticated cyber-crime rings.
  • New testing capabilities to see if your data is already for sale out on the Dark Web and what you can do to defend yourself.
  • Why training your staff, who are either your first line of defense or your biggest vulnerability, is of the upmost importance.

June 21, 2018

Select One and Only One
7:00am - 8:00am (Eastern Time)
$0.00

Please select this option if you plan on attending the Member & Guest Breakfast.

Both guests and members gather for breakfast featuring signature southern favorites and plenty of coffee to start your day off right!

Sponsored by Pugh CPAs

7:00am - 8:00am (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Member & Guest Breakfast.

8:20am - 10:00am (Eastern Time)
$0.00

This session will provide a professional issues update.

Speakers:
10:00am - 10:20am (Eastern Time)
$0.00

Spend time between educational sessions meeting with exhibitors and fellow participants.  Make sure you stop by each exhibitor booth so you’ll be entered into the exhibitor mania grand prize drawing.

10:20am - 12:00pm (Eastern Time)
$0.00

This session will identify the new accounting and auditing guidance and the status of ongoing  projects, and determine the applicability and effective dates of changes.

Select One and Only One
6:00pm - 8:30pm (Eastern Time)
$0.00

Please select this option if you plan on attending the Reception and Annual Banquet.

TSCPA’s Annual Meeting and Convention culminates with a reception and banquet where we will recognize the contributions of Doug Warren during his year of service and welcome Mark Steadman as the 2018-2019 Chair.

6:00pm - 8:30pm (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Reception and Annual Banquet.

June 22, 2018

Select One and Only One
7:00am - 8:00am (Eastern Time)
$0.00

Please select this option if you plan on attending the Member & Guest Breakfast.

Both guests and members gather for breakfast featuring signature southern favorites and plenty of coffee to start your day off right!

Sponsored by LBMC

7:00am - 8:00am (Eastern Time)
$0.00

Please select this option if you don't plan on attending the Member & Guest Breakfast.

8:00am - 9:40am (Eastern Time)
$0.00

This course is designed to meet the specific ethics requirements for the state of Tennessee. It covers information concerning individual and firm licensee requirements, new developments for licensees, professional conduct, complaints and disciplinary actions as they relate to Tennessee CPA licensees.

9:40am - 10:00am (Eastern Time)
$0.00

Spend time between educational sessions meeting with exhibitors and fellow participants.  Make sure you stop by each exhibitor booth so you’ll be entered into the exhibitor mania grand prize drawing.

10:00am - 11:40am (Eastern Time)
$0.00

This session will provide an update on the latest economic and business trends.

Options
$0.00

This $100 discount is available for TSCPA members that are attending the Annual Convention for the first time. TSCPA will verify each registration to ensure accuracy.

$125.00

Please select this option if you would like to participate in the golf tournament.

Wild Dunes Resort is among the "Best in State" for golf in South Carolina, according to Golf Digest. From the rustling palm trees lining lush, rolling fairways to a finishing hole overlooking the Atlantic Ocean, the newly renovated Links Course, designed by Tom Fazio, will be the site of TSCPA’s golf outing. 

Registration includes greens fees, cart, beverages, boxed lunch and prizes.

The golf tournament will start on Wednesday, June 20 at 12 p.m.

$75.00

Please select this option if you would like to participate in the plantation excursion.

Join us for a day tour of Middleton Place, a former Southern plantation and National Historic Landmark, home to the oldest landscaped gardens in America and an enduring, vibrant and essential part of the Charleston and American experience. The enduring spirit, stories and lessons of the people who resided there are kept alive through meticulous preservation of history, architecture and horticulture.

Registration includes transportation, a guided wine stroll through the gardens, admission to the museum and lunch at the Middleton Place restaurant.

$50.00

In order to select CLE credits, please login to your account or register with your applicable BPR number.

Speakers

J. Dale Crow, JD

J. Dale Crow, JD serves as Counsel of the Professional Services Group of Risk Strategies. Dale provides insurance brokerage and consulting services for accounting firms. Prior to joining Risk Strategies, Dale practiced law for almost ten years with Lewis, Thomason, King, Krieg & Waldrop, P.C. He has substantial litigation experience in the area of professional liability. Dale draws on this experience in assisting his clients in risk management, engagement letter review, and the placement of their professional liability and property & casual insurance. He also regularly presents risk management seminars for local, state, and national associations, as well as for individual clients.

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Jason M. Pannu, JD

Jason M. Pannu is a Lewis Thomason shareholder based in the firm’s Nashville office. He is a native of Vancouver, British Columbia, Canada. Jason currently serves as President-Elect of the Tennessee Bar Association and will serve as President in 2018-2019.

Jason practices primarily in the area of complex commercial litigation with an emphasis on the construction industry. He also practices in the areas of professional liability, environmental law, employment law, and insurance coverage disputes. As part of his construction law practice, Jason advises architects, engineers, owners, contractors, subcontractors, and material suppliers in connection with large-scale projects.

He regularly appears in State and Federal Courts and arbitration on construction defect claims, professional negligence claims, breach of contract claims, and lien and bond claims. In his professional liability practice, Jason represents accountants, lawyers, insurance agents, consultants, brokers, and miscellaneous professionals. He also advises clients regarding litigation avoidance and assessment.

Jason is fluent in Cantonese Chinese and French.

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Charles Henson

Charles Henson has been in the IT industry for over twenty-five years, and is currently serving as Managing Partner for Nashville Computer. He started working for the growing firm in 1991.

In May 2010, he was invited to the Google Headquarters in California for his personal feedback on Google products. Redmond IT Magazine featured Charles regarding Backup Disaster Recovery Solutions. He was also featured in ChannelPro Magazine and hosts an online television show, InsecurITy TV on the Really Cool Humans TV Network. He’s an Amazon best-selling author. He has written three books, Hassle-Free Computer Support, Cloud Computing: A Guide for Executives & Business Owners and most recently The Business Owner’s Guide To I.T. And All Things Digital.

In his effort to give back, Charles is a mentor for other IT professionals. Each week he leads mastermind’s groups of IT leaders around the country, comparing notes and staying on top of technology problems, changes, and trends. In 2017, he took top honors at an international conference held by Robin Robins at the Omni Hotel in Nashville for his accomplishments and was named “Ambassador to the IT Industry”.

Charles is passionate about helping business owners and office staffs become well educated about all of the technologies that can help them grow, be more efficient, and stay safe dealing with today’s cyber security issues. Wanting to share his IT experience, he has become well known around the Nashville area through speaking engagements at seminars, giving interviews to news reporters, and hosting teleseminars and webinars.

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Mark Koziel

Mark Koziel is Executive Vice President – Firm Services for the American Institute of CPAs. He leads the Private Companies Practice Section (PCPS), Firm Relationship Management, Small Firms, Diversity & Inclusion, Young Member Initiatives, Technical Hotline and Center for Plain English Accounting. His teams build and manage firm relations with all size firms, promoting awareness and value, including advocating for CPA firm success and ongoing relationships with public accounting influencers. His team creates innovative programs and engagement strategies to engage a diverse pipeline of current and future CPAs. He frequently speaks on CPA issues around the United States.

Prior to joining the AICPA, Koziel served three years as Director of Media Planning for a political consulting firm after finishing his twelve-year public accounting career in a variety of accounting, auditing and consulting roles at a large local accounting firm in Buffalo, NY.

Koziel was an active member of the Buffalo Chapter of the New York State Society of CPAs. He was one of the founding members of the Young CPAs committee and served as Chair for two years before being appointed to the Buffalo Chapter Board and serving as President for the 2003-2004 Fiscal Year, one of the youngest President's in the history of the Buffalo Chapter.

Koziel was named in the top 10 of the Top 100 Most Influential People in Accounting by Accounting Today in 2015 and has appeared on the Top 100 list since 2008. He has also been named as one of CPA Practice Advisors' 25 Thought Leaders 2012 through 2016. Koziel was also named to the Global Accounting Power 50 list by The Accountant Magazine and the International Accounting Bulletin in 2014 and 2015.

Koziel graduated with a B.S. in Accounting from Canisius College in 1991. He holds the CPA in NC and is a CGMA.

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Jennifer L. Weske, CPA, CGMA, CFE

Jennifer Weske obtained her bachelors degree in business administration (BBA) from Stephen F. Austin University with a major in accounting and a minor in computer science. During college, she worked on the Space Station OSC (Operations Support) contract at NASA. This was both a fun and exciting job! Immediately after college, Jennifer passed her CPA exam.

After graduation, Jennifer started her career in public accounting as an auditor with Arthur Anderson in the Houston office and was eventually recruited to start a computer audit group. From public accounting, Jennifer was recruited by FedEx to work in a computer audit group in Memphis. Jennifer has experience in project management, training, information systems and finance. Jennifer obtained her MBA in Finance from the University of Memphis and her Ph.D. in Accounting from Northcentral University with a specialization in forensic accounting. Jennifer is a Certified Public Accountant (Inactive), a Chartered Global Management Accountant, and a Certified Fraud Examiner. Jennifer also obtained one of the first Certified Information Systems Audit designations in 1990 but does not have an active certification. Jennifer teaches full time at Christian Brothers University as an Associate Professor of Accounting and is the Director of the Master of Accountancy program.

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Douglas E. Warren, CPA, CFF, CFE

Douglas E. Warren is Senior Partner and CEO of WarrenJackson CPA’s PLLC. Mr. Warren has over 42 years of experience in forensic accounting, fraud investigations and taxation. Mr. Warren is licensed as a Certified Public Accountant, Certified in Financial Forensics and Certified Fraud Examiner. He is a member of the American Institute of Certified Public Accountants, Tennessee Society of Certified Public Accountants, Association of Certified Fraud Examiners and the National Association of State Boards of Accountancy.

Mr. Warren currently serves as Past Chair of the CPA Examination Review Board. Mr. Warren has served on the AICPA Board of Examiners and 4 terms as a member of Tennessee State Board of Accountancy. He serves on various non-profit and corporate boards including Peoples Bank of East Tennessee, PetroBeam, Inc., Samaritan Hands and Chair of Sweetwater Hospital. He is currently President of the Tennessee Society of CPAs.

Mr. Warren was the recipient of the 2016 Outstanding Discussion Leader awarded by the AICPA and a founding member of the Center for Public Trust. Mr. Warren speaks nationally on the topics of forensic accounting, fraud investigations, ethics and taxation. He has conducted fraud and ethical training for Campbell Soup, Black & Decker, Radio Shack, United States Postal Inspectors, Penske and other national entities.

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Christopher Kuehl

Dr. Chris Kuehl is a Managing Director of Armada Corporate Intelligence. He provides forecasts and strategic guidance for a wide variety of corporate clients around the world. He is the chief economist for several national and international organizations – Fabricators and Manufacturers Association, National Association of Credit Management, Finance, Credit and International Business and the Business Information Industry Association. He is also the economic analyst for several state accounting societies – Missouri, Kentucky, Tennessee and Kansas.

Prior to starting Armada in 1999 he was a professor of economics and finance for 15 years – teaching in the US, Hungary, Russia, Estonia, Singapore and Taiwan. He holds advanced degrees in economics, Soviet studies and East Asian studies. 

Chris is the author of Business Intelligence Briefs and Executive Intelligence Briefs - both publications from Armada. He is also responsible for the Credit Manager’s Index from NACM and Fabrinomics from the FMA.

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