2017 Annual Meeting / Trusted Adviser Workshop [AM-CPE]


May 31, 2017 to Jun 2, 2017
Time: 12:00pm - 5:00pm
Business Mgmt & Organization

Credit Hours:



Member: $495.00
Non-member: $650.00

Discussion Leader: Various

Full Description

Annual Meeting / 10-Hours CPE (AM-CPE) No Season Passes or Tickets For This Event

AICPA Issues Update & Town Hall Meeting (2-Hours CPE)
Trusted Client Adviser Workshop (4-Hours CPE)
Ethical Considerations For CPAs (4-Hours CPE)

May 31st / Afternoon Session June 2nd, 2017

Harbor 360 Hotel
1412 4th Avenue
Seward, AK

AKCPA Member Fee / Includes 10-Hours CPE, Meals & All Annual Meeting Events:
$445 until May 10th (Login to your AKCPA Account to see discounted fee)
$495 after May 10th

Non Member Fee / Includes ONLY June 1st CPE:

For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course.

AICPA Issues Update & Town Hall Meeting

May 31, 2017 / Afternoon Session

Kimberly N. Ellison-Taylor, CPA, CGMA, is Chairman of the American Institute of CPAs' Board of

Ellison-Taylor has a lengthy history of volunteering for the profession, including serving as a member
of the AICPA Business and Industry Executive Committee as well as the AICPA Board of Directors
where she served as a member of the Audit and Finance committees. Ellison-Taylor also worked with
the Benevolent Fund, and has served as a Council representative.

She is a past Chair of the Maryland Association of CPAs, and has served on many of its committees,
including the New Young Professional Network and Tomorrow's CPA.

Ellison-Taylor is currently the Global Accounting Strategy Director for the Financial and Professional Services Industries for Oracle America, a leader in cloud solutions and enterprise technology. In this capacity, she provides insight to help drive innovation in this important domain, particularly as the computing paradigm shifts to Cloud and SaaS.

Previously, she served as the Global Practice team leader for Health and Human Services, working with teams worldwide where she developed and executed strategies on Cloud, Big Data, Security, Fraud Prevention/Detection, Customer Experience, and Modernization. Prior to Oracle, Kimberly worked in leadership roles at numerous other major companies and organizations, including the NASA Goddard Space Flight Center; Motorola; KPMG; and Prince George's County Government, where she served as Chief Information Technology Officer.

Ellison-Taylor received her bachelor's degree from the University of Maryland, Baltimore County; an Accounting Certificate from the Community College of Baltimore County, an MBA from Loyola University and Master's of Science in Information Technology and a Chief Information Officer Certificate from Carnegie Mellon University.

She currently resides in Maryland with her husband and two sons.

Trusted Client Adviser Workshop (AM-CPE)

June 1, 2017 / Morning Session

Major Topics:
No matter your level in the firm, you can become a strategic partner to your clients and translate day-to-day client challenges into consulting opportunities. This workshop provides a process and supporting tools to assist you in engaging in meaningful client dialogue, transforming client service and growing your practice.
This workshop is a combination of live presentation, video, workbook and role plays. Facilitated by practitioners currently using the process in their own firms, the workshop will provide practical guidance and real-life examples on how to implement this service model.

Learning Objectives:
When you complete this course you will be able to:
- Understand the changing professional landscape and the need for increased client service.
- Knowledgeably and confidently articulate your ideas and present yourself to clients.
- Engage in client need assessment discussions and get to the source of what keeps your clients awake at night.
- Think beyond core accounting services and consider holistic, strategic and proactive advice and ideas.
- Enhance your firms atmosphere and cohesion.

Topics Discussed:
- Current professional trends
- Understanding, articulating and pricing value
- Engaging in thought provoking conversations utilizing specific listening and questioning techniques
- Preparing for and conducting an initial client consultation and client proposal meeting

Designed For: Sole practitioners, CPAs, and partners in small to midsize firms and staff looking to take on more leadership roles.

CPE Credits: 4, Business Management and Organization

Level of Knowledge: Intermediate

Prerequisite: Knowledge and experience with providing client services

Acronym: AM-CPE

Discussion Leader: Melody Feniks, CPA, CGMA

Ethical Considerations For CPAs (AM-CPE)
*This course satisfies 4-Hour Ethics requirement*

June 1, 2017 / Afternoon Session

CPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This course provides a framework within which to consider the ethical challenges facing CPAs and focuses on ethical requirements that CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas that practitioners may encounter.

Major Topics:
- The CPAs role in todays economy
- The similarities and differences between individual and business ethics
- The link between ethics, integrity and scruples
- The basic attributes of ethics and professional conduct
- The history of the CPA profession and the CPAs requirement to adhere to ethics policies and codes of conduct
- The AICPAs Code of Professional Conduct and a CPAs responsibility to the public, clients, and colleagues
- The common rules and statues faced daily in the CPA profession.

Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers.

Learning Objectives:
- Understand the attributes of ethics and professional conduct
- Identify ethical issues that occur every day in the work environment
- Understand those deliberative, emotional, and social skills that enable a CPA to put their knowledge of the rules into practice in ways that are applicable to any situation

Designed For: All CPAs

Level of Knowledge: Intermediate

CPE Credits: 4, Behavioral Ethics

Prerequisite: Experience in financial reporting

Acronym: AM-CPE

Discussion Leader: Amy K. Cooper, CPA, CGMA and Denise Singery, CPA