Arizona
Lohman Co. PLLC, Mesa, has hired Lisa R. Young as a senior and Mandi S. Auxier as a staff accountant. Young brings seven years of experience in public accounting and three years in industry; Auxier has two years of experience in public accounting.

California
Mark Umemoto has been named a manager with the RBZ Real Estate Group of RBZ LLP, Los Angeles. He has been with the firm since 1998, and has more than seven years of real estate experience.

Florida
Kaufman, Rossin & Co., Miami, has named four new principals: James J. Reto is the director of the firm’s business valuation department; J. Michael Custer is the director of the tax department; Michael P. Elkin is the director of the litigation consulting department; and Robert A. Kaufman is the principal technician for the financial services practice. ... David E. Origlia has joined Madsen, Sapp, Mena, Rodriguez & Co., Fort Lauderdale, to work in the firm’s expanding litigation and valuation consulting practice. Previously, he was a senior associate in the business valuation practice of Deloitte & Touche’s Paris office. ... Roger St. George, of Rust & Christopher PA, Naples, has completed the certification process to earn the Certified Valuation Analyst designation from the National Association of Certified Valuation Analysts.

Georgia
Lisa Crockett, a tax senior at Frazier & Deeter LLC, Atlanta, has received her CPA designation from the Georgia State Division of Professional Licensing Services.

Illinois
Gary Zmrhal has been appointed partner in charge of taxation at Blackman Kallick Bartelstein LLP, Chicago. He brings more than 25 years of experience in tax and business planning. Previously, he provided tax, operational and financial consulting to health care organizations and related institutions.

Iowa
Matthew B. Johnson has joined Clifton Gunderson LLP, St. Joseph. He previously worked at Henjes Conner Williams & Grimsley LLP. ... Scott A. Ehlers has joined Conlin Properties, Des Moines, as director of operations. He previously worked at Phoenix Management Group. ... Paul E. Larson, a CPA in Waukee, and Daryl K. Henze, a CPA in Urbandale, have been elected to the Board of Directors of Wellmark Blue Cross and Blue Shield of Iowa. ... Joanne L. Stockdale, of Northern Iowa Die Casting, Lake Park, was named 2003 Iowa Small Business Person of the Year by the U.S. Small Business Administration.

Indiana
Katz, Sapper & Miller, Indianopolis, has hired J.C. Wilkinson as a staff accountant in its Audit and Assurance Services Group.

Maryland
William H. Leffler has been named a managing director of American Express Tax and Business Services Inc., Baltimore. He has been with the firm for over four years. ... Meyer T. Wolman, a director at Ellin & Tucker Chartered, Baltimore, has been elected treasurer and a member of the Executive Committee of Jewish Family Services of Central Maryland. ... Barry B. Bondroff, managing partner of Smart and Associates LLP, Baltimore, has been elected to the Board of Trustees of Villa Julie College.

Massachusetts
Walter & Shuffain PC, Norwood, has promoted Kim Banas and Jeff Cummings to senior accountant, and Shari Chamberlain to manager. The firm has also brought aboard Alisha Bhadelia and Christine Dutra as summer interns. ... Dan Roach has joined Brown & Brown LLP, Boston, as a member of the firm’s assurance team. He brings almost 20 years of experience, most recently as a financial advisor to technology companies. ... Robert McDonald has joined Vitale, Caturano & Co. PC, Boston, as a tax manager. Prior to this, he was a tax manager at Arthur Andersen.

Minnesota
RSM McGladrey Business Services, Minneapolis, has promoted Louise Sharer to senior vice president of marketing. She joined the firm almost two years ago as executive vice president of national marketing.

New Jersey
Irwin Schwartz, a partner at The Videre Group LLP, Parsippany, has been named a member of the Board of Directors of the Passaic County Chapter of the New Jersey Society of CPAs. In addition, director of marketing Sally Glick was named Accounting Marketer of the Year at the Association for Accounting Marketing’s annual conference in Boston. ... David Korn has joined M.D. Oppenheim & Co. PC, Iselin, as a manager in the accounting and auditing division. He brings 12 years of experience in private and public accounting, and will work primarily with the firm’s nonprofit clients. ... Sandy Rodriquez has joined Untracht Early & Associates LLC, Florham Park, as a member of the accounting and auditing staff, and Annie Mondragon has joined the firm’s professional staff. Rodriquez had worked in the private sector since 1989, most recently at Merrill Lynch; Mondragon is a Business Administration/Accounting student at Felician College. ... Michael J. Oates, a principal with Rothstein, Kass & Co. PC, Roseland, has been elected president of the Bergen Chapter of the New Jersey Society of CPAs for 2003-2004. ... Kalman A. Barson and Marshall A. Morris, of the Barson Group, Somerville, each recently had articles published in the American Journal of Family Law. Barson’s article dealt with the retention of income by a business; Morris’ with business valuation issues and concerns unique to divorce.

New York
Joseph S. Reisman has been elected as the second-term president of the Independent Association of Accountants of Brooklyn. ... Bruce A. Skellie has joined Fagliarone Group CPAs PC, Syracuse, as a staff accountant with the firm’s audit team. He recently graduated from LeMoyne College with a BA in Accounting. In addition, the firm announced that principal Daniel T. Dreimiller had been elected to the Board of Directors of the Utica Industrial Development Corp., a nonprofit organization that encourages industry, manufacturing and job creation in the area. ... Deborah Bailey-Browne, a partner with Vanacore, DeBenedictus, DiGovanni & Weddell LLP CPAs, Newburgh and Poughkeepsie, was elected president of the Mid-Hudson Chapter of the New York State Society of CPAs. Ita M. Rahilly, a manager in the firm’s tax department, was elected vice president of the chapter. Mindi Haynes, a manager in the firm’s client service department, graduated from the Ulster Leadership Development Institute, which educates future leaders on the problems, issues and challenges facing the community in and beyond Ulster County. ... Arnold L. Haskell, a partner with Holtz Rubenstein & Co. LLP, Melville, was inducted as president of the Suffolk Chapter of the New York State Society of CPAs. ... Richard V. Imprescia has joined Anchin, Block & Anchin LLP, New York, as executive director of strategic tax and business incentive programs. Previously, he was deputy executive director of the Empire State Development Corp. ... Elizabeth A. Monrad has joined TIAA-CREF, New York, as executive vice president and chief financial officer. She has served as CFO of General Re Corp., and as a director of several General Re subsidiaries, and was a partner with Coopers & Lybrand. ... Donald P. Musgnug, a principal with Peare & Heller Financial Services, Hauppauge, has been named a member of the National Multiple Sclerosis Society’s Class of 2003 in recognition of his contributions to the business, civic and cultural enhancement of Long Island.

North Carolina
Susan McMinn, principal-in-charge of the Management Advisory Services Group of Dixon Odom PLLC, High Point, has been awarded the title of EnCase Certified Examiner for computer forensics. Certification acknowledges mastery of Guidance Software’s computer forensic products and methodology.

Oregon
Lester Fordham Jr., managing partner of BKR Fordham Goodfellow, Hillsboro, has been selected to serve as chairman-elect of the Americas Region Board of Directors of BKR International, a worldwide association of accounting firms. He will assume the position in 2005, after serving as vice chairman and treasurer. He had previously served as chair of the International Standards Committee, which oversees BKR’s peer review program.

Virginia
The Virginia Society of CPAs, Richmond, announced the Board of Directors of its Educational Foundation for 2003-2004. William E. Hunt Jr., a partner with Cherry, Bekaert & Holland LLP, Lynchburg, will serve as chair, with William Kuehl Jr., managing director of Financial Managers and Consultants LLP, Richmond, as vice chair. At-large members include: Phillip G. Buchanan, associate professor of accounting at George Mason University, Fairfax; Sandra J. Cereola, controller at James Madison University, Harrisonburg; Richard A. Garbee, managing partner at Salyer, Garbee & Co. PC, Salem; Samuel A. Hicks Jr., associate professor of accounting at Virginia Polytechnic Institute & State University, Blacksburg; Gerald Korb, a retired accountant, Locust Grove; Malcolm Harvey Lathan Jr., an associate professor of accounting at the University of Virginia McIntire School of Commerce, Charlottesville; Donna Miller, managing partner at Miller Musmar, Reston; William T. McDermott, a director at Martin, Dolan & Holton Ltd., Richmond; Ann G. Pushinsky, a tax associate at PricewaterhouseCoopers LLP, Richmond; Lyndon S. Remias, internal audit manager at Nexcom, Norfolk; Holly M. Rutherford, an auditor with Brown, Edwards & Co. LLP, Bristol; Craig R. Stevens, a partner at Aronson & Co., Rockville, Md.; Thomas L. Visotsky, founding member of The Stosch Group, Richmond; and Dan Wolf, an analyst with Capitol One Services Inc., Richmond.

 

Firms
Georgia
Habif, Arogeti & Wynne LLP, Atlanta, received a first-place Marketing Achievement Award at the Association for Accounting Marketing’s annual conference in Boston, in recognition of the firm’s production of a 2002 study that assessed Georgia’s manufacturing industry.

New York
Vanacore, DeBenedictus, DiGovanni & Weddell LLP CPAs, Newburgh and Poughkeepsie, announced that, in a peer review, it has successfully met the American Institute of CPAs’ quality control standards requirements.

Pennsylvania
Kristin A. Gattuso recently established The Gattuso Group LLC, Dallas, a full-service accounting firm offering consulting, accounting, audit and tax services to businesses and individuals. The firm specializes in retirement plan audits. Gattuso brings over 10 years of experience with a large regional firm to the new practice.

U.K.
Russell Bedford International, London, a global network of independent accounting and consulting firms, has added Pohl, McNabola, Berg & Co. LLP, San Francisco, to its roster of member firms. PMB&Co. has five partners, and was founded in 1986.

 

Coming Events
July21-25: 2003 Tax Education Program - Week 5, AICPA. University Place Conference Center and Hotel, Indianapolis. Contact: www.cpa2biz.com/conferences.

22-24: National Tax Forum, Internal Revenue Service. Orlando, Fla. Contact: www.irs.gov or Public Affairs International (301) 593-0200.

23-25: Annual Meeting and Convention, Arkansas Society of Enrolled Agents. Riverfront Hilton, North Little Rock, Ark. Contact: Sherry Main (479) 521-0310 or slmain@nwark.com.

24-25: National Accounting and Auditing Advanced Technical Symposium, AICPA. Caesar’s Palace, Las Vegas. Contact: www.cpa2biz.com.

27-30: Income Taxation - On Campus Review Classes, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or www.amercoll.edu.

30-Aug. 1: Performance Measurement plus Skills & Systems Workshop, Mentor Plus. Wyndham Palace Resort, Orlando, Fla. Contact: laurie@mentorplus.comwww.mentorplus.com or (925) 485-1983.

31-Aug. 1: Trusts and Estates, Washington State Society of Enrolled Agents and NCPE. Holiday Inn, Renton, Wash. Contact: Dennis LeMaster (360) 875-5555.

 

AUGUST

3-8: 14th Annual ACFE Fraud Conference & Exhibition, Association of Certified Fraud Examiners. Hilton Chicago, Chicago. Contact: (800) 245-3321 or www.cfenet.com.

5-7: National Tax Forum, Internal Revenue Service. Atlanta. Contact: www.irs.gov or Public Affairs International (301) 593-0200.

13-15: Nonprofit Excellence Conference, Best Software. Washington Marriott, Washington D.C. Contact: npx@mip.com.

10-13: Planning for Retirement Needs - On Campus Review Classes, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

10-13: Business Succession Planning I, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

11: Developing a Business Plan, PPC. Oklahoma City. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

12: Small Business Financing, PPC. Oklahoma City. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

13-16: Business Succession Planning II, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

14: Developing a Business Plan, PPC. Tulsa, Okla. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

15: Small Business Financing, PPC. Tulsa, Okla. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

17-20: Planning for Business Owners and Professionals - On Campus Review Classes, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

17-22: Taxes 2003-2004: A Look Ahead, New York State Society of CPAs and the New York Chapter of the Institute of Management Accountants. Kutsher’s Country Club, Monticello, N.Y. Contact: www.nysscpa.org, (212) 719-8383 or (800) 537-3635.

19-21: National Tax Forum, Internal Revenue Service. St. Louis. Contact: www.irs.gov or Public Affairs International (301) 593-0200.

20-22: Performance Measurement plus Skills & Systems Workshop. Vancouver, B.C. Contact: laurie@mentorplus.comwww.mentorplus.com or (925) 485-1983.

20-23: 58th Annual Convention, National Society of Accountants. Grand America Hotel, Salt Lake City. Contact: www.nsacct.org or (800) 966-6679.

21: Tracing Illicit Funds, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or www.cfenet.com.

21-26: NAEA Convention, National Association of Enrolled Agents. Westin Crown Center, Kansas City, Mo. Contact: www.naea.org.

25: Developing a Business Plan, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

25-26: National Governmental Accounting and Auditing Update Conference, AICPA. JW Marriott, Washington, D.C. Contact: www.cpa2biz.com.

25-26: Conducting Internal Investigations, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: (800) 245-3321 or www.cfenet.com.

26: Small Business Financing, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

26-27: Illinois CPA Society Business and Technology Show and Conference, Illinois CPA Society. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: (312) 993-0393.

27-29: Performance Measurement plus Skills & Systems Workshop. Quebec City, Quebec. Contact: laurie@mentorplus.comwww.mentorplus.com or (925) 485-1983.

28: Developing a Business Plan, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

28: Conducting Internal Investigations, Association of Certified Fraud Examiners. Sheraton Station Square Hotel, Pittsburgh. Contact: (800) 245-3321 or www.cfenet.com.

29: Small Business Financing, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

 

SEPTEMBER

2-4: National Tax Forum, Internal Revenue Service. San Antonio. Contact: www.irs.gov or Public Affairs International (301) 593-0200.

3: Developing a Business Plan, PPC. Holiday Inn Central Holidome, Lafayette, La. Contact: www.ppcnet.com.

3-4: The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA, The Growth Partnership. Harrah’s Casino and Hotel, St. Louis. Contact: Kent Wagner (877) 226-0496, (314) 209-0922 or www.thegrowthpartnership.com.

4: Small Business Financing, PPC. Holiday Inn Central Holidome, Lafayette, La. Contact: www.ppcnet.com.

4: How to Testify, Association of Certified Fraud Examiners. Caesars Palace, Las Vegas. Contact: (800) 245-3321 or www.cfenet.com.

7-10: Mutual Funds: Analysis, Allocation and Performance Evaluation, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1455.

8: A&A for the Tax Practitioner, California CPA Education Foundation. East Bay Area, Calif. Contact: www.educationfoundation.org.

8: Developing a Business Plan, PPC. Comfort Suites, Monroe, La. Contact: www.ppcnet.com.

8: Advanced Computer Fraud Detection & Examination, Association of Certified Fraud Examiners. Holiday Inn Select Atlanta Perimeter, Atlanta. Contact: (800) 245-3321 or www.cfenet.com.

9: Analyzing and Evaluating Insurance Concerns, California CPA Education Foundation. Los Angeles. Contact: www.educationfoundation.org.

9: Accounting and Auditing Update, California CPA Education Foundation. Channel Counties, Calif. Contact: www.educationfoundation.org.

9: Small Business Financing, PPC. Comfort Suites, Monroe, La. Contact: www.ppcnet.com

9: Professional Responsibility for Tax Practitioners, Tax Talk Today. Webcast. Contact: www.taxtalktoday.tv.

11: Developing a Business Plan, PPC. Holiday Inn, Bossier City, La. Contact: www.ppcnet.com.

11: Pacific Rim Conference, Association of Certified Fraud Examiners. Radisson Plaza Hotel, Sydney. Contact: (800) 245-3321 or www.cfe-net.com.

12: Small Business Financing, PPC. Holiday Inn, Bossier City, La. Contact: www.ppcnet.com.

15: Professional Interviewing Skills, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: (800) 245-3321 or www.cfenet.com.

15-Jan. 5, 2004: Insurance and Financial Planning, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

16: Fraud Risk Assessment, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

16-18: National Tax Forum, IRS. Las Vegas. Contact: www.irs.gov or Public Affairs International (301) 593-0200.

16-21: Group Retreat, Large Tax Practice Group. St. Anthony Wyndham Hotel, San Antonio. Contact: nadine@k-online.com.

17: Accounting & Auditing Update, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

18: A&A for the Tax Practitioner, California CPA Education Foundation. San Diego. Contact: www.educationfoundation.org.

18: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hyatt Regency Vancouver, Vancouver, B.C. Contact: (800) 245-3321 or www.cfenet.com.

21-Oct. 1: CSEA 2003 Tax Boat, CSEA. Grandeur of the Seas (cruising New England and Canada). Contact: (800) 777-2732.

22: Fraud Risk Assessment, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

22-23: National Governmental Accounting and Auditing Update Conference, AICPA. Wyndham Buttes Resort, Tempe, Ariz. Contact: www.cpa2biz.com.

22-26: Continuing Education Week, California CPA Education Foundation. Tenaya Lodge, Yosemite. Contact: www.educationfoundation.org.

23: Accounting & Auditing Update, PPC. Ft. Collins, Colo. Contact: www.ppcnet.com or (800) 323-8724 ext. 4253.

24: Annuities: Get the Whole Story, California CPA Education Foundation. East Bay Area, Calif. Contact: www.educationfoundation.org.

24-27: Performance Measurement plus Skills & Systems Workshop. Marriott Hotel, San Francisco. Contact: laurie@mentorplus.comwww.mentorplus.com or (925) 485-1983.

25: Conducting Internal Investigations, Association of Certified Fraud Examiners. Walt Disney World Swan, Lake Buena Vista, Fla. Contact: (800) 245-3321 or www.cfenet.com.

28-Oct. 1: Charitable Giving Applications, The American College. Bryn Mawr, Pa. Contact: (610) 526-1455 or www.amercoll.edu.

29: 2003 ABV Examination Review Course, California CPA Education Foundation. Los Angeles/Beverly Hills. Contact: www.educationfoundation.org.

30: Fraud Risk Assessment, PPC. Comfort Suites, Monroe, La. Contact: www.ppcnet.com.

 

OCTOBER

1: Accounting for Income Taxes - Introduction to the Essentials, California CPA Education Foundation. Inland Empire, Calif. Contact: www.educationfoundation.org.

2: Financial Statement Fraud, Association of Certified Fraud Examiners. Hyatt Regency New Orleans at Louisiana Superdome, New Orleans. Contact: www.cfenet.com or (800) 245-3321.

2-3: National Conference on Advanced Litigation and Fraud, AICPA. Fountainbleu Hilton Resort, Miami Beach, Fla. Contact: www.cpa2biz.com/conferences.

2-5: Estate Planning Applications, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or www.amercoll.edu.

3: Fraud Risk Assessment, PPC. Holiday Inn, Bossier City, La. Contact: www.ppcnet.com.

6: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Wyndham Salt Lake City Hotel, Salt Lake City. Contact: (800) 245-3321 or www.cfenet.com.

7: Fraud Risk Assessment, PPC. Holiday Inn Central Holidome, Lafayette, La. Contact: www.ppcnet.com.

7-Jan. 13, 2004: Investments, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

9: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Holiday Inn BWI Airport, Baltimore. Contact: (800) 245-3321 or www.cfenet.com.

9: Professional Interviewing Skills, Association of Certified Fraud Examiners. Holiday Inn Livonia West, Detroit. Contact: (800) 245-3321 or www.cfenet.com.

11-12: Dalton Review for the CFP Certification Examination CLU/ChFC Challenge Session, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or www.amercoll.edu.

12-15: Advanced Estate Planning I, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1455.

13-14: AICPA Fall Business and Industry Conference, AICPA and the Canadian Institute of Chartered Accountants. Disney’s Contemporary Resort, Lake Buena Vista, Fla. Contact: www.cpa2biz.com.

13-14: John F. Savage Memorial Sales Conference, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1202.

16: Accounting and Auditing Conference, California CPA Education Foundation. Los Angeles. Contact: www.educationfoundation.org.

17: Accounting and Auditing Conference, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

19-22: Management for Results, D.B. Scholl Inc. Hilton Head, S.C. Contact: www.dbscholl.com or (610) 431-1301.

20: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Hyatt Regency Minneapolis, Minneapolis. Contact: (800) 245-3321 or www.cfenet.com.

20-22: AICPA Governmental Not-for-Profit Training Program, AICPA. Renaissance Harborplace Hotel, Baltimore. Contact: www.cpa2biz.com.

20-24: Continuing Education Week, California CPA Education Foundation. Embassy Suites Hotel, San Luis Obispo, California. Contact: www.educationfoundation.org.

22: Federal Tax Update, PPC. Denver. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

22: Annuities: Get the Whole Story, California CPA Education Foundation. Bakersfield, Calif. Contact: www.educationfoundation.org.

24: Accounting and Auditing Update, California CPA Education Foundation. Sacramento, Calif. Contact: www.educationfoundation.org.

24-26: Dalton Review for the CFP Certification Examination - Part I, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

27: A&A for the Tax Practitioner, California CPA Education Foundation. Fresno, Calif. Contact: www.educationfoundation.org.

27: Professional Interviewing Skills, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or www.cfenet.com.

28: Federal Tax Update, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

29: Federal Tax Update, PPC. Colorado Springs, Colo. Contact: www.ppcnet.com or (800) 323-8724 ext. 4253.

30: Tracing Illicit Funds, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: www.cfenet.com or (800) 245-3321.

31-Nov. 1: Be an IRA Distribution Expert! Training Seminar, Ed Slott and Larry Klein. Chicago. Contact: (866) 708-1528.

 

NOVEMBER

3: Accounting and Auditing for Trusts and Estates, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

3: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hyatt Regency Miami at Convention Center, Miami. Contact: (800) 245-3321 or www.cfenet.com.

3: Professional Interviewing Skills, Association of Certified Fraud Examiners. Hyatt Regency Crown, Kansas City, Mo. Contact: (800) 245-3321 or www.cfenet.com.

3-7: Continuing Education Week, California CPA Education Foundation. Bally’s Hotel & Casino, Las Vegas. Contact: www.educationfoundation.org.

4: Advanced Auditing of HUD-Assisted Projects, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

5: Apply A-133 to NPOs and Government Organizations, California CPA Education Foundation. San Diego. Contact: www.educationfoundation.org.

6: Investigating by Computer, Association of Certified Fraud Examiners. Caesars Palace, Las Vegas. Contact: (800) 245-3321 or www.cfenet.com.

7-9: Dalton Review for the CFP Certification Examination - Part II, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

9-12: Personal Tax Planning, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1455.

11-12: The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA, The Growth Partnership. Harrah’s Casino and Hotel, St. Louis. Contact: Kent Wagner (877) 226-0496, (314) 209-0922 or www.thegrowthpartnership.com.

12-16: 2003 Convention, Texas Society of Enrolled Agents. San Luis Resort Hotel and Convention Center, Galveston, Texas. Contact: www.txsea.org.

14: Accounting and Auditing Update, California CPA Education Foundation. Inland Empire, Calif. Contact: www.educationfoundation.org.

14: 1041 Workshop, California CPA Education Foundation. San Fernando Valley, Calif. Contact: www.educationfoundation.org.

16-19: Management for Results, D.B. Scholl Inc. Scottsdale, Ariz. Contact: www.dbscholl.com or (610) 431-1301.

16-19: Income Taxation, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

17: 1040/540 Tax Season Update, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

17: 1041 Workshop, California CPA Education Foundation. Monterey, Calif. Contact: www.educationfoundation.org.

18: Analyzing and Evaluating Insurance Concerns, California CPA Education Foundation. East Bay Area, Calif. Contact: www.educationfoundation.org.

18: Internal Controls: Implementing Efficient Safeguards, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or www.bellcpe.com.

19: Compilation & Review, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or www.bellcpe.com.

 

DECEMBER

1: Principles of Fraud Examination, Association of Certified Fraud Examiners. Omni Austin Downtown Hotel, Austin, Texas. Contact: (800) 245-3321 or www.cfenet.com.

1-5: Continuing Education Week, California CPA Education Foundation. Miramonte Resort, Palm Springs Calif. Contact: www.educationfoundation.org.

2: Accounting & Auditing Annual Update, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or www.bellcpe.com.

3: GAAP Review Workshop 2, PPC-Bell Learning. Nashville, Tenn. Contact: www.bellcpe.com or (800) 548-1551.

4: Update ‘03: Annual Year-End Financial Planning Conference, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1202.

4: Excel to the Next Level, PPC-Bell Learning. Nashville, Tenn. Contact: www.bellcpe.com or (800) 548-1551.

5: Access: Creating Powerful Databases, PPC-Bell Learning. Nashville, Tenn. Contact: www.bellcpe.com or (800) 548-1551.

7-10: Management for Results, D.B. Scholl Inc. San Francisco. Contact: www.dbscholl.com or (610) 431-1301.

7-10: Insurance and Financial Planning, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or www.amercoll.edu.

8: Accounting for Income Taxes - Introduction to the Essentials, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

8: Internal Controls: Implementing Efficient Safeguards, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or www.bellcpe.com.

9: Compilation & Review, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or www.bellcpe.com.

9: Tax Strategies for Closely Held Businesses, California CPA Education Foundation. Los Angeles Airport, Los Angeles. Contact: www.educationfoundation.org.

9: Accounting for Income Taxes - Advanced, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

10: Tax Strategies for Closely Held Businesses, California CPA Education Foundation. San Francisco Airport, San Francisco. Contact: www.educationfoundation.org.

16: Accounting & Auditing Annual Update, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or www.bellcpe.com.

 

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