BEGIN:VCALENDAR VERSION:2.0 PRODID:-//South Carolina Association of CPAs - ECPv6.16.3//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://sc.cpa X-WR-CALDESC:Events for South Carolina Association of CPAs REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Detroit BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20280312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20281105T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270525T130000 DTEND;TZID=America/Detroit:20270525T144000 DTSTAMP:20260615T061121 CREATED:20260515T005616Z LAST-MODIFIED:20260529T041634Z UID:10005639-1811250000-1811256000@sc.cpa SUMMARY:(LIAA73/27) Top Accounting\, Financial Reporting\, Operational\, and Other Challenges for Nonprofits DESCRIPTION:Event Description\nNonprofits operate in a unique environment compared to for profits. This course will describe the top accounting\, financial reporting\, operational\, compliance\, and other challenges that nonprofits face. This information will assist nonprofit management\, governance\, and their public accountants in helping the nonprofit achieve both short-term and long-term success. \nObjectives\n\nDescribe unique accounting and financial reporting considerations for nonprofits. \nIdentify special operational challenges that a nonprofit faces compared to for profit entities. \nList compliance requirements that nonprofits often are subject to as it relates to external financial reporting.\nExplain tips for better management and governance of nonprofit organizations. URL:https://sc.cpa/event/liaa73-27-top-accounting-financial-reporting-operational-and-other-challenges-for-nonprofits/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270525T145000 DTEND;TZID=America/Detroit:20270525T154000 DTSTAMP:20260615T061121 CREATED:20260515T010830Z LAST-MODIFIED:20260528T042114Z UID:10005769-1811256600-1811259600@sc.cpa SUMMARY:(LITX11R/27) SC Tax Clinic: Nexus & Apportionment Practical Issues - Rebroadcast DESCRIPTION:Event Description\nBuild practical\, hands-on insight into South Carolina nexus and apportionment challenges with real-world scenarios and common pitfalls. This tax clinic focuses on applying the rules correctly\, addressing gray areas\, and reducing risk for clients operating across jurisdictions. \nObjectives\nAddress a focused SC issue; avoid common errors; prepare audit-ready documentation. Use checklists and review steps to reduce errors in entity and individual workflows. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support. URL:https://sc.cpa/event/litx11r-27-sc-tax-clinic-nexus-apportionment-practical-issues-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270601T083000 DTEND;TZID=America/Detroit:20270601T115000 DTSTAMP:20260615T061121 CREATED:20260515T010913Z LAST-MODIFIED:20260528T041920Z UID:10005776-1811838600-1811850600@sc.cpa SUMMARY:(LIAA74/27) 2026/27 Annual Update for Not-for-Profit Accountants & Auditors DESCRIPTION:Event Description\nThis comprehensive annual update brings together key accounting\, auditing\, and compliance developments affecting not-for-profit organizations. The course integrates recent standard-setting activity\, audit and attestation updates\, and Single Audit developments to provide a practical view of changes impacting nonprofit financial reporting and oversight. \nParticipants will begin with an overview of accounting developments affecting not-for-profit organizations\, including recently issued Accounting Standards Updates (ASUs) from the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. \nThe course then shifts to auditing and attestation developments from the AICPA\, including the next phase of quality management with a focus on monitoring and remediation responsibilities. Participants will also review recent and upcoming standards affecting audit\, attestation\, and consulting engagements\, including updates related to SSAEs\, SSARSs\, exposure drafts on confirmations and fraud\, and changes affecting group audits. \nFinally\, the course addresses recent developments impacting Single Audits for not-for-profit organizations receiving federal funding. Topics include the 2024 Uniform Guidance overhaul\, updates to Appendix B of the AICPA GAS/Single Audit Guide\, recent guidance issued through the Office of Management and Budget (OMB)\, and reporting changes related to SAM.gov. Designed for nonprofit preparers\, auditors\, and financial leaders\, this course helps participants understand how recent accounting and auditing changes intersect—and what to monitor as requirements continue to evolve. \nObjectives\n\nRecognize the impact of recently issued accounting standards on not-for-profit organizations. \nIdentify key elements and objectives of the International Non-Profit Accounting Standard (INPAS). \nRecall the impact of recent AICPA standards and proposals on audit and attestation engagements affecting not-for-profits. \nIdentify key quality management requirements related to monitoring and remediation. \nRecognize changes affecting Single Audits resulting from the 2024 Uniform Guidance and related guidance. \nRecall key regulatory and implementation updates relevant to Single Audits for not-for-profit organizations. URL:https://sc.cpa/event/liaa74-27-2026-27-annual-update-for-not-for-profit-accountants-auditors/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270602T083000 DTEND;TZID=America/Detroit:20270602T101000 DTSTAMP:20260615T061121 CREATED:20260515T011409Z LAST-MODIFIED:20260529T041416Z UID:10005841-1811925000-1811931000@sc.cpa SUMMARY:(LIAA75/27) Auditing Bits in BytesTM – A Practical Break-Down of “Real World” Best Practices Applied in Highly Successful Audits:\nSegment 8: Reviewing Workpa DESCRIPTION:Event Description\nThis series will provide valuable tips and techniques from an experienced auditor to successfully design and perform financial statement audits in “real-life” circumstances. Practical understanding of principles and standards can result in a high-quality\, insightful\, and profitable engagement. \nObjectives\n\nDescribe key activities that ensure appropriate quality control procedures were performed on the financial statement audit. \nExplain how to leverage the audit documentation and review process to ensure a quality and profitable engagement. \nApply professional judgment and best practices for an effective and efficient audit. URL:https://sc.cpa/event/liaa75-27-auditing-bits-in-bytestm-a-practical-break-down-of-real-world-best-practices-applied-in-highly-successful-auditssegment-8-reviewing-workpa/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270602T102000 DTEND;TZID=America/Detroit:20270602T120000 DTSTAMP:20260615T061121 CREATED:20260515T005816Z LAST-MODIFIED:20260528T191212Z UID:10005664-1811931600-1811937600@sc.cpa SUMMARY:(LIAA21R/27) Revenue Recognition in an Environment of Uncertainty - Rebroadcast DESCRIPTION:Event Description\nApplying Topic 606 in an environment of uncertainty can be especially challenging. This course will discuss the proper application of the revenue recognition model when facts and circumstances are changing. \nObjectives\n*Recognize challenges with judgments made in applying the revenue recognition model in uncertain times. *Apply appropriate accounting in accordance with Topic 606 URL:https://sc.cpa/event/liaa21r-27-revenue-recognition-in-an-environment-of-uncertainty-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270603T102000 DTEND;TZID=America/Detroit:20270603T134000 DTSTAMP:20260615T061121 CREATED:20260515T010415Z LAST-MODIFIED:20260528T041321Z UID:10005715-1812018000-1812030000@sc.cpa SUMMARY:(LIAA76/27) 2026/27 Annual Update for Governments and Not-for-Profits DESCRIPTION:Event Description\nThis comprehensive annual update brings together key accounting and auditing developments affecting governmental and not-for-profit organizations. The course integrates recent standard-setting activity\, emerging global frameworks\, and major compliance updates to provide a well-rounded view of changes impacting financial reporting and audit requirements. \nParticipants will begin with an overview of recent accounting developments affecting not-for-profit organizations\, including Accounting Standards Updates issued by the Financial Accounting Standards Board and an introduction to the International Non-Profit Accounting Standard (INPAS). Emphasis is placed on understanding the purpose of INPAS and how it compares conceptually to U.S. GAAP for not-for-profit entities. \nThe course then shifts to governmental accounting developments\, covering recent pronouncements issued by the Governmental Accounting Standards Board\, including GASB Statements No. 103\, 104\, and 105\, along with a high-level overview of active GASB exposure drafts and projects. Participants will gain insight into how these changes affect financial reporting\, disclosures\, and communication with governing bodies. \nFinally\, the course addresses recent developments affecting Single Audits\, including the 2024 Uniform Guidance overhaul\, updates to Appendix B of the AICPA GAS/Single Audit Guide\, and recent guidance issued through the Office of Management and Budget (OMB). Reporting changes related to SAM.gov are also discussed. Designed for auditors\, preparers\, and financial leaders working with governmental and not-for-profit entities\, this course helps participants understand how recent accounting and auditing changes intersect—and what to monitor as requirements continue to evolve. \nObjectives\n\nRecognize the impact of recent accounting standards affecting not-for-profit organizations. \nIdentify key elements and objectives of the International Non-Profit Accounting Standard (INPAS). \nRecall the impact of recent GASB pronouncements on governmental financial reporting. \nIdentify new and updated disclosure and reporting requirements affecting governmental entities. \nRecognize changes affecting Single Audits resulting from the 2024 Uniform Guidance and related guidance. \nRecall key developments from recent exposure drafts\, implementation guidance\, and regulatory updates affecting governments and not-for-profits. URL:https://sc.cpa/event/liaa76-27-2026-27-annual-update-for-governments-and-not-for-profits/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270603T135000 DTEND;TZID=America/Detroit:20270603T144000 DTSTAMP:20260615T061121 CREATED:20260515T010722Z LAST-MODIFIED:20260528T041439Z UID:10005756-1812030600-1812033600@sc.cpa SUMMARY:(LIAA77/27) 2026/27 Not-for-Profit GAAP Update DESCRIPTION:Event Description\nStay current on the latest accounting developments affecting not-for-profit organizations with this timely GAAP update. This course reviews recently issued Financial Accounting Standards Board (FASB) Accounting Standards Updates (ASUs) impacting NFP financial reporting\, along with standard-setting projects currently in the FASB pipeline. \nThe course also introduces the International Non-Profit Accounting Standard (INPAS)—the first comprehensive global accounting framework designed specifically for non-profit organizations\, launched in October 2025. Participants will gain perspective on the purpose and structure of INPAS and how it compares conceptually to U.S. GAAP requirements for NFPs. \nThis course is designed to help practitioners\, financial leaders\, and auditors of not-for-profit organizations understand both current GAAP requirements and emerging global developments shaping the future of nonprofit financial reporting. \nObjectives\n\nRecognize the impact of recently issued FASB ASUs on not-for-profit organizations. \nIdentify key elements and objectives of the International Non-Profit Accounting Standard (INPAS). URL:https://sc.cpa/event/liaa77-27-2026-27-not-for-profit-gaap-update/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270608T083000 DTEND;TZID=America/Detroit:20270608T092000 DTSTAMP:20260615T061121 CREATED:20260515T010421Z LAST-MODIFIED:20260528T041515Z UID:10005725-1812443400-1812446400@sc.cpa SUMMARY:(LIAA78/27) 2026/27 Yellow Book Update DESCRIPTION:Event Description\nStay current on key developments affecting governmental audits with this focused update on the 2024 revision of the Yellow Book. This course highlights significant changes related to quality management and updates affecting key audit matters\, with an emphasis on how these revisions impact audit planning and execution. \nThe course also addresses the GAO’s implementation delay and its implications for 2026 audit planning. Participants will gain context around recent leadership changes at the U.S. Government Accountability Office and what those transitions may signal for future guidance and oversight priorities. \nIn addition\, the course includes an overview of recent updates to the Green Book\, helping auditors understand changes to internal control guidance that may affect nonprofit and governmental entities\, including some Single Audit engagements. \nObjectives\n\nRecall the requirements related to quality management in the 2024 Yellow Book. \nIdentify changes to the effective date of the 2024 Yellow Book. \nRecognize recent changes to the Green Book. URL:https://sc.cpa/event/liaa78-27-2026-27-yellow-book-update/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270608T093000 DTEND;TZID=America/Detroit:20270608T111000 DTSTAMP:20260615T061121 CREATED:20260515T005515Z LAST-MODIFIED:20260529T041215Z UID:10005624-1812447000-1812453000@sc.cpa SUMMARY:(LIAA46R2/27) How to Audit Cash - Rebroadcast DESCRIPTION:Event Description\nCash is essential to every business\, and is often one of the first accounts audit staff are exposed to. This course will cover the basics of auditing cash\, including the related audit assertions\, risks\, & threats to the cash balance. During this course\, we will also highlight the various substantive auditing procedures that staff should perform\, and also walk through some real-world examples. \nObjectives\n\nRecall the audit assertions applicable to the cash balance. \nRecognize the risks & threats related to the cash balance. \nIdentify substantive auditing procedures that are used to obtain comfort over cash. URL:https://sc.cpa/event/liaa46r2-27-how-to-audit-cash-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270608T112000 DTEND;TZID=America/Detroit:20270608T121000 DTSTAMP:20260615T061121 CREATED:20260515T005711Z LAST-MODIFIED:20260528T041725Z UID:10005651-1812453600-1812456600@sc.cpa SUMMARY:(LITX12R/27) SC Tax Clinic: Residency & Part-Year Filing Issues - Rebroadcast DESCRIPTION:Event Description\nClarify complex South Carolina residency rules and avoid common part-year filing errors with practical\, real-world examples. This tax clinic addresses frequent problem areas\, documentation challenges\, and filing nuances to help you confidently advise clients with changing residency situations. \nObjectives\nAddress a focused SC issue; avoid common errors; prepare audit-ready documentation. Use checklists and review steps to reduce errors in entity and individual workflows. Evaluate fact patterns to select treatment\, elections\, and documentation steps. URL:https://sc.cpa/event/litx12r-27-sc-tax-clinic-residency-part-year-filing-issues-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270609T083000 DTEND;TZID=America/Detroit:20270609T092000 DTSTAMP:20260615T061121 CREATED:20260515T011313Z LAST-MODIFIED:20260515T042224Z UID:10005831-1812529800-1812532800@sc.cpa SUMMARY:(LIET21/27) Behavioral Ethics: Ethics in Advisory and Consulting Engagements DESCRIPTION:Event Description\nNavigate the unique ethical challenges that arise in advisory and consulting work\, where judgment\, independence\, and client pressure often collide. This course examines real-world scenarios and behavioral risks to help professionals maintain objectivity\, uphold standards\, and deliver ethical\, defensible advice. \nObjectives\nApply an ethics decision framework to ambiguous scenarios. Identify common judgment traps and rationalizations. Strengthen professional skepticism\, communication\, and accountability in client and workplace decisions. URL:https://sc.cpa/event/liet21-27-behavioral-ethics-ethics-in-advisory-and-consulting-engagements/ CATEGORIES:Livestream ORGANIZER;CN="Ramona R. Farrell%2C MBA%2C CFBA%2C CFE%2C CF":MAILTO:Ramona@Farrellinsights.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270609T093000 DTEND;TZID=America/Detroit:20270609T102000 DTSTAMP:20260615T061121 CREATED:20260515T011018Z LAST-MODIFIED:20260613T050413Z UID:10005792-1812533400-1812536400@sc.cpa SUMMARY:(LITX61/27) Lifecycle Financial Planning - Simple but Effective Individual Tax Planning Strategies DESCRIPTION:Event Description\nAfter the Tax Cuts & Jobs Act\, practitioners had to change their approach to planning. There simply were not as many itemized deductions as there used to be. While many courses focus on complex strategies that will only work with high-net-worth clients\, there are many effective strategies still available today that will work with any client if you know where to look. The goal of this course is simple: to provide financial advisors and tax practitioners with a simple framework for tax planning with nearly any client. We will discuss bracket management\, tax efficient investing strategies\, and those after year-end contributions to HSAs and IRAs with one goal – helping your client get the best tax planning possible. \nObjectives\nState the role of tax planning within the overall financial plan. \nIdentify basic but effective tax planning strategies on individual tax returns. \nRecognize which deductions are the most valuable to the taxpayer. URL:https://sc.cpa/event/litx61-27-lifecycle-financial-planning-simple-but-effective-individual-tax-planning-strategies/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270609T103000 DTEND;TZID=America/Detroit:20270609T112000 DTSTAMP:20260615T061121 CREATED:20260515T011616Z LAST-MODIFIED:20260528T041222Z UID:10005853-1812537000-1812540000@sc.cpa SUMMARY:(LITX22R2/27) Exploring Client Advisory Services - Hiring New Workers & Payroll Taxes - Rebroadcast DESCRIPTION:Event Description\nWhen a new employee is hired\, there are a lot of things the employer needs to take care of. Aside from getting employment contracts signed\, training lined up\, and the new hire breakfast planned\, employers are tasked with making sure all of the payroll forms are filled out. For many small business owners\, this can be a source of anxiety. They often wonder if they have everything they need. They also hear horror stories about potential IRS penalties for not having all of the boxes checked. In this course\, we will be exploring the payroll compliance side of hiring new employees. From the alphabet soup of forms that need to be filled out to the initial payroll tax forms\, we have you covered if you are a new practitioner or new business owner! We will even discuss the surprisingly difficult to navigate world of unemployment insurance as well! \nObjectives\nRecognize the tax compliance obligations when a new client is hired. \nIdentify ongoing tax obligations including Form 941 and 940 filings. \nState where unemployment insurance should be paid. URL:https://sc.cpa/event/litx22r2-27-exploring-client-advisory-services-hiring-new-workers-payroll-taxes-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270610T083000 DTEND;TZID=America/Detroit:20270610T115000 DTSTAMP:20260615T061121 CREATED:20260515T010716Z LAST-MODIFIED:20260528T041430Z UID:10005750-1812616200-1812628200@sc.cpa SUMMARY:(LIAA79/27) What's Changing in A&A for Governmental Entities (2026/27) DESCRIPTION:Event Description\nThis comprehensive course provides a timely update on key accounting and auditing developments affecting governmental entities\, bringing together recent standard-setting\, auditing\, and compliance changes into a single\, cohesive learning experience. \nParticipants will begin with an update on major pronouncements issued by the Governmental Accounting Standards Board\, including GASB Statements No. 103\, 104\, and 105\, along with a high-level overview of active GASB exposure drafts and ongoing projects. Emphasis is placed on understanding how these changes affect governmental financial reporting\, disclosures\, and communication with stakeholders. \nThe course then shifts to auditing developments\, covering significant updates to the Yellow Book issued by the U.S. Government Accountability Office\, including changes related to quality management\, effective dates\, and recent updates to the Green Book. Participants will also gain insight into the GAO’s implementation delay and its implications for audit planning. \nFinally\, the course addresses recent changes affecting Single Audits\, including the 2024 Uniform Guidance overhaul\, updates to Appendix B of the AICPA GAS/Single Audit Guide\, recent Office of Management and Budget (OMB) memoranda\, and reporting changes related to SAM.gov. \nDesigned for auditors\, preparers\, and financial leaders working with governmental entities\, this course helps participants understand how recent accounting and auditing changes intersect—and what to watch for as expectations continue to evolve. \nObjectives\n\nRecall the impact of recent GASB pronouncements on governmental financial reporting. \nIdentify new and updated disclosure and reporting requirements affecting governmental entities. \nRecognize quality management\, independence\, and performance requirements under the Yellow Book. \nIdentify changes affecting Single Audits resulting from the 2024 Uniform Guidance and related guidance. \nRecall key developments from recent exposure drafts\, implementation guidance\, and regulatory updates affecting governmental audits. URL:https://sc.cpa/event/liaa79-27-whats-changing-in-aa-for-governmental-entities-2026-27/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270610T130000 DTEND;TZID=America/Detroit:20270610T135000 DTSTAMP:20260615T061121 CREATED:20260515T005516Z LAST-MODIFIED:20260515T041401Z UID:10005626-1812632400-1812635400@sc.cpa SUMMARY:(LITE12R2/27) Incident Response Checklist for Finance - Rebroadcast DESCRIPTION:Event Description\nBe prepared to act quickly and confidently when a security incident impacts finance operations. This course provides a clear\, finance-focused incident response checklist to help limit damage\, meet reporting obligations\, and support an effective recovery. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Apply cybersecurity and data protection controls to reduce breach and fraud risk. URL:https://sc.cpa/event/lite12r2-27-incident-response-checklist-for-finance-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270610T140000 DTEND;TZID=America/Detroit:20270610T154000 DTSTAMP:20260615T061121 CREATED:20260515T010723Z LAST-MODIFIED:20260515T041748Z UID:10005757-1812636000-1812642000@sc.cpa SUMMARY:(LITE18/27) AI for CPAs: Practical Workflows + Guardrails DESCRIPTION:Event Description\nLearn how CPAs are using AI in everyday workflows while staying within professional and ethical boundaries. This session highlights practical use cases paired with clear guardrails to protect accuracy\, confidentiality\, and judgment. You’ll leave with actionable ideas you can apply immediately and responsibly in your role. \nObjectives\nApply AI to workflows; verify outputs; protect confidentiality; document use. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. Apply cybersecurity and data protection controls to reduce breach and fraud risk. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Strengthen incident response readiness and communication workflows. URL:https://sc.cpa/event/lite18-27-ai-for-cpas-practical-workflows-guardrails/ CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270615T083000 DTEND;TZID=America/Detroit:20270615T101000 DTSTAMP:20260615T061121 CREATED:20260515T005707Z LAST-MODIFIED:20260529T041320Z UID:10005644-1813048200-1813054200@sc.cpa SUMMARY:(LIAA30R2/27) Accounting Estimates\, Including Fair Value - Evaluating the Property of Areas With Uncertainity - Rebroadcast DESCRIPTION:Event Description\nAccounting estimates are an approximation of a monetary amount in the absence of a precise means of measurement. The risks of material misstatement for areas of estimation tend to be higher due to the dependence on future events and the intended actions of management. This module will discuss tips and techniques for gathering sufficient appropriate audit evidence to support conclusions related to accounting estimates. \nObjectives\n\nList typical areas of estimation and related audit risks. \nExplain how to link the assessed risk of material misstatement to a detailed audit plan. \nRecall the importance of challenging management’s assumptions when auditing estimates. \nDescribe fair value modeling techniques\, including for non-readily marketable investments. \nDescribe how to properly evaluate the sufficiency and appropriateness of audit evidence and resulting conclusions when there is accounting uncertainty. URL:https://sc.cpa/event/liaa30r2-27-accounting-estimates-including-fair-value-evaluating-the-property-of-areas-with-uncertainity-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270615T102000 DTEND;TZID=America/Detroit:20270615T120000 DTSTAMP:20260615T061121 CREATED:20260515T010209Z LAST-MODIFIED:20260529T041516Z UID:10005707-1813054800-1813060800@sc.cpa SUMMARY:(LIAA80/27) Liquidity & Uncertainty Disclosures for Nonprofits DESCRIPTION:Event Description\nThe current environment could be having an enormous impact on accounting and financial reporting for all entities\, including nonprofits. This course will provide insights into the most critical disclosures related to liquidity\, accounting uncertainty\, and going concern for nonprofits. \nObjectives\nDescribe the importance of liquidity and other uncertainty disclosures in the fair presentation of financial statements.\nExplain proper evaluation of the need for transparent disclosures about uncertainty\, including liquidity and going concern uncertainty. URL:https://sc.cpa/event/liaa80-27-liquidity-uncertainty-disclosures-for-nonprofits/ CATEGORIES:Livestream ORGANIZER;CN="Jennifer Louis%2C CPA":MAILTO:jlouis@emergentgroup.net END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270615T130000 DTEND;TZID=America/Detroit:20270615T144000 DTSTAMP:20260615T061121 CREATED:20260515T010918Z LAST-MODIFIED:20260528T042009Z UID:10005781-1813064400-1813070400@sc.cpa SUMMARY:(LITX13R/27) 2026 State Tax Trends - Rebroadcast DESCRIPTION:Event Description\nStay ahead of state and local tax risk with focused guidance tailored to South Carolina requirements. This course addresses nexus standards\, employee and vendor withholding issues\, and audit readiness strategies to help manage SALT exposure with confidence. \nObjectives\nRecognize SALT triggers; apply SC considerations; prepare for audit questions. Apply current federal and South Carolina guidance to common filing\, planning\, and compliance scenarios. Use checklists and review steps to reduce errors in entity and individual workflows. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support. Evaluate fact patterns to select treatment\, elections\, and documentation steps. URL:https://sc.cpa/event/litx13r-27-salt-with-sc-considerations-nexus-withholding-audit-readiness-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Jeremy L. Migliara%2C CPA":MAILTO:jeremy.migliara@apricusbc.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270615T145000 DTEND;TZID=America/Detroit:20270615T154000 DTSTAMP:20260615T061121 CREATED:20260515T005514Z LAST-MODIFIED:20260515T041348Z UID:10005622-1813071000-1813074000@sc.cpa SUMMARY:(LITE05R/27) AI Clinic: Creating Meeting Notes + Action Plans Safely - Rebroadcast DESCRIPTION:Event Description\nLearn how to use AI to generate clear meeting notes and actionable follow-ups without exposing sensitive information. This clinic focuses on safe prompting techniques that help capture decisions\, responsibilities\, and next steps accurately. You’ll gain practical examples to streamline post-meeting work while maintaining professional and ethical standards. \nObjectives\nApply AI to a real workflow; verify results; document safe use. Design practical policies (WISP/AI) and implementation checklists for teams and vendors. Strengthen incident response readiness and communication workflows. URL:https://sc.cpa/event/lite05r-27-ai-clinic-creating-meeting-notes-action-plans-safely-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Liz Peuster%2C CAE":MAILTO:liz@sc.cpa END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270616T083000 DTEND;TZID=America/Detroit:20270616T101000 DTSTAMP:20260615T061121 CREATED:20260515T010009Z LAST-MODIFIED:20260528T041632Z UID:10005678-1813134600-1813140600@sc.cpa SUMMARY:(LIAA81/27) Introduction to Not-for-Profit Accounting DESCRIPTION:Event Description\nNot-for-profit organizations encounter distinct accounting complexities. This course provides an introduction to the financial statements and specialized accounting principles relevant to nonprofits. Attendees will explore key topics such as net assets\, agency transactions\, contributions\, and endowments\, focusing on the unique transactions and account balances that define not-for-profit accounting. \nObjectives\n\nRecall the unique accounting principles and transactions applicable to NFP organizations \nIdentify the basic financial statements of nonprofit organizations \nRecall the accounting for contributions \nIdentify net asset classifications for nonprofit organizations \nIdentify agency transactions URL:https://sc.cpa/event/liaa81-27-introduction-to-not-for-profit-accounting/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270616T102000 DTEND;TZID=America/Detroit:20270616T120000 DTSTAMP:20260615T061121 CREATED:20260515T011016Z LAST-MODIFIED:20260527T205018Z UID:10005790-1813141200-1813147200@sc.cpa SUMMARY:(LIAA82/27) Power Skills: Your Guide to Professionalism and Client Interactions DESCRIPTION:Event Description\nClient interactions and professionalism are at the core of what we do as accountants. However\, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course\, we will discuss best practices when communicating with the client\, and also walk through complicated scenarios to practice what we learn. \nObjectives\n\nRecall best practices in professionalism during oral and written communication with clients URL:https://sc.cpa/event/liaa82-27-power-skills-your-guide-to-professionalism-and-client-interactions/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270616T102000 DTEND;TZID=America/Detroit:20270616T120000 DTSTAMP:20260615T061121 CREATED:20260527T211621Z LAST-MODIFIED:20260610T045711Z UID:10005880-1813141200-1813147200@sc.cpa SUMMARY:(LIOT12R/27) Power Skills: Your Guide to Professionalism and Client Interactions - Rebroadcast DESCRIPTION:Event Description\nClient interactions and professionalism are at the core of what we do as accountants. However\, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course\, we will discuss best practices when communicating with the client\, and also walk through complicated scenarios to practice what we learn. \nObjectives\n\nRecall best practices in professionalism during oral and written communication with clients URL:https://sc.cpa/event/liot12r-27-power-skills-your-guide-to-professionalism-and-client-interactions/ CATEGORIES:Livestream ORGANIZER;CN="Melisa Galasso":MAILTO:melisa@galassolearningsolutions.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270616T130000 DTEND;TZID=America/Detroit:20270616T135000 DTSTAMP:20260615T061121 CREATED:20260515T005513Z LAST-MODIFIED:20260515T041343Z UID:10005620-1813150800-1813153800@sc.cpa SUMMARY:(LITE13R2/27) Phishing Simulation Follow-Up Actions - Rebroadcast DESCRIPTION:Event Description\nReinforce learning and reduce risk by taking the right actions after a phishing simulation. This course outlines effective follow-up steps to address vulnerabilities\, improve employee awareness\, and strengthen your organization’s overall security posture. \nObjectives\nApply one control improvement; reduce common attack/fraud risks; validate steps. Strengthen incident response readiness and communication workflows. Use AI and analytics responsibly with verification\, documentation\, and confidentiality safeguards. URL:https://sc.cpa/event/lite13r2-27-phishing-simulation-follow-up-actions-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="Elliott T. Friedman":MAILTO:Elliott@etfriedman.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270617T083000 DTEND;TZID=America/Detroit:20270617T101000 DTSTAMP:20260615T061121 CREATED:20260515T005612Z LAST-MODIFIED:20260528T041914Z UID:10005635-1813221000-1813227000@sc.cpa SUMMARY:(LITX09R/27) South Carolina Tax Update (Core) - Rebroadcast DESCRIPTION:Event Description\nStay current on the latest South Carolina tax law changes that impact individuals\, businesses\, and practitioners. This core update provides clear\, practical guidance on new legislation\, conformity issues\, and compliance considerations you need to advise clients with confidence. \nObjectives\nIdentify SC-specific issues; reduce common errors; apply SC considerations in practice. Use checklists and review steps to reduce errors in entity and individual workflows. Apply current federal and South Carolina guidance to common filing\, planning\, and compliance scenarios. Evaluate fact patterns to select treatment\, elections\, and documentation steps. Identify high-risk positions\, documentation requirements\, and audit triggers; strengthen workpaper support. URL:https://sc.cpa/event/litx09r-27-south-carolina-tax-update-core-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="J. William Strickland%2C CPA%2C MBA%2C JD":MAILTO:wstrickland@jwspa.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270617T102000 DTEND;TZID=America/Detroit:20270617T113000 DTSTAMP:20260615T061121 CREATED:20260515T005513Z LAST-MODIFIED:20260529T041518Z UID:10005621-1813227600-1813231800@sc.cpa SUMMARY:(LIMG05R/27) Gaining a Competitive Advantage - Critical Skills for CFOs and Controllers - Rebroadcast DESCRIPTION:Event Description\nThe role of finance leaders within an organization has changed considerably in more recent years. CFOs and controllers are constantly being asked to take on new tasks that involve the critical functions of the organization. This course will discuss how finance leaders can create value within their organizations in the current competitive market\, how the perception of value in the area of finance has changed\, the role of the finance function in cybersecurity\, and how finance leaders can help create a data-driven organization. \nObjectives\nList the dimensions that may be used to measure organizational value. \nCompare and contrast balance sheet value\, investor value\, and societal value. \nDescribe techniques a company may use to create a data driven organization. \nDescribe why CPAs should be involved in cybersecurity functions. \nIdentify the most common cybersecurity threats. \nDefine ESG and responsible investing. URL:https://sc.cpa/event/limg05r-27-gaining-a-competitive-advantage-critical-skills-for-cfos-and-controllers-rebroadcast/ CATEGORIES:Livestream ORGANIZER;CN="David R. Peters%2C CPA%2C CFP%2C CLU%2C CPCU":MAILTO:david@petersprofessionaleducation.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T061121 CREATED:20260610T041627Z LAST-MODIFIED:20260613T051206Z UID:10006043-1814356800-1814356800@sc.cpa SUMMARY:(SSOT104/27) Surgent's Critical Conversations: Having the "Hard to Have" Discussions DESCRIPTION:Event Description\nSilence isn’t always golden. Problems don’t solve themselves and as the engagement leader\, it is your responsibility to proactively address and resolve issues\, even if it means having challenging conversations.As uncomfortable as some of these conversations may be\, keeping your silence won’t resolve the issue and may in fact add to it. No matter which side of the table you find yourself in a “hard to have” talk\, you can learn to manage the conversation.In this session\, you’ll learn how to recognize when a conversation becomes critical\, how to plan effectively for the conversation and which communications strategies can help you create a win/win outcome. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 5.) \nDesigned For\nAll employees and managers \nObjectives\n\nRecognize when a conversation becomes critical\n Identify how to plan effectively for the difficult conversation\n Identify steps to follow during the critical conversation\n Demonstrate communication skills which master those difficult conversations and result in win/win outcomes\n Prepare for having your critical conversation; build a script during the session using the 6-Step Model\n\nMajor Subjects\nIdentifying when issues need immediate resolution Approaches for preparing for and having difficult conversations Effective communication skills for challenging conversations \nInstructions\nNone URL:https://sc.cpa/event/ssot104-27-surgents-critical-conversations-having-the-hard-to-have-discussions/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T061121 CREATED:20260612T221028Z LAST-MODIFIED:20260613T043510Z UID:10005886-1814356800-1814356800@sc.cpa SUMMARY:(SSAA115/27) Surgent's Effective Techniques for Auditing Contingencies and Going Concern DESCRIPTION:Event Description\nIn these rapidly changing times\, an entity may experience significant uncertainties. This is especially true at this time due to issues entities have experienced as a result of the pandemic declared in March 2020 which are still ongoing for many. New accounting principles issued by the FASB are requiring more estimates which could give rise to significant uncertainties. A primary focus right now for management is the requirement to evaluate entity’s ability to remain a going concern. In addition\, new audit standards\, effective for calendar year end 2021 audits. This module provides tips and techniques for obtaining the audit evidence needed to support conclusions on contingencies and going concern. These issues require disclosure and may result in accruals. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 3.) \nDesigned For\nAccountants responsible for auditing contingencies and going concern uncertainties \nObjectives\n\nDescribe accounting and auditing requirements for commitments and contingencies\n Discuss litigation\, claims and assessment special considerations\n Prepare disclosures for common uncertainties contingencies\n Explain the auditor’s responsibility for evaluating the appropriateness of going concern accounting and disclosure\n\nMajor Subjects\nOverview of uncertainties\, contingencies\, litigation\, claims and assessments and related disclosures Auditing managements assumptions in making the going concern evaluation Evaluating substantial doubt about an entity’s ability to continue as a going concern for a reasonable period of time as defined in professional standards. \nInstructions\nNone URL:https://sc.cpa/event/ssaa115-27-surgents-effective-techniques-for-auditing-contingencies-and-going-concern/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T061121 CREATED:20260612T221029Z LAST-MODIFIED:20260613T043513Z UID:10005887-1814356800-1814356800@sc.cpa SUMMARY:(SSTX109/27) Surgent's Advanced Critical Tax Issues for S Corporations DESCRIPTION:Event Description\nThis course goes beyond the basics and addresses important practical issues that an experienced practitioner must know. Even if you have attended other S corporation courses\, you will learn something new in this course. \nDesigned For\nAll practitioners and controllers who have attended a basic S corporation course and want to understand more complex issues and their practical implications \nObjectives\n\nUnderstand how stock basis\, AAA\, and other limitations are determined \n Appreciate how corporation planning can be used in an S corporation to change the effects of the one-class-of-stock rule\n Understand what S corporation issues are being debated with the Service\, settled in courts\, and guided by administrative decisions\n\nMajor Subjects\nInclusion of OBBBA (One Big Beautiful Bill Act) provisions that are germane to this course Final regulations on eligible terminated S corporations (ETSCs) Cases\, rulings\, and tax law changes affecting S corporations Compensation planning in S corporations\, including limitations in a family-controlled business; self-employment tax issues\, including IRS efforts to address underreporing of S corporation officer compensation Use of redemptions: still some advantages Planning for the liquidation of an S corporation Tax issues for family ownership of S corporation stock Impact of the tax on net investment income on sales of S corporation stock Stock basis: Loss limitations\, AAA\, and distribution issues in depth Debt basis: what the regulations on back-to-back loans mean to investors Estate planning for S corporation shareholders\, including buy-sell agreements\, QSubs\, ESBTs\, and uses of life insurance Built-in gains: the 5-year recognition period S corporation structuring: one class of stock Methods of accounting Legislation on mortgage interest reporting\, basis\, statute of limitations\, and tax return due dates New cases on revocation of S election in bankruptcy court and documentation of open account indebtedness and Chief Counsel Advice on carryover of losses for ESBTs \nInstructions\nNone URL:https://sc.cpa/event/sstx109-27-surgents-advanced-critical-tax-issues-for-s-corporations/ CATEGORIES:Self-Study Video END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Detroit:20270630T120000 DTEND;TZID=America/Detroit:20270630T120000 DTSTAMP:20260615T061121 CREATED:20260612T221030Z LAST-MODIFIED:20260613T043514Z UID:10005888-1814356800-1814356800@sc.cpa SUMMARY:(SSBM122/27) Surgent's Project Management for Finance Professionals DESCRIPTION:Event Description\nThe past few years have shown us the need for numerous projects and the need to manage those projects in a unique way. Project management is an important part of every organization; however\, often companies do not differentiate between project management and operations management. Sometimes the finance professional is called upon to serve on a project team\, or in other cases is in a position to manage a project within the finance or accounting department. In either case\, he or she should be well versed in both the theory and practice of project management. While project management has probably been around since the time of building the pyramids\, the modern discipline started to take hold in large organizations in the late ’50s and early ’60s. From there it spread to smaller organizations to the point where almost any-sized organization can benefit from its ideas. This course is designed for the finance professional of the small and medium-sized organization. It is not meant for the experienced project manager of a large organization or the person wanting training for project management certification. In an effort to avoid talking theory without concrete examples\, we will often use examples born from projects needed as a result of recent changes in both economics and politics. \nDesigned For\nCFOs\, controllers\, and finance professionals \nObjectives\n\nUnderstand when and when not to apply project management thinking\n Know how to define success in a project\n Understand and manage the critical path of a project\n Understand the theory of constraints in project management\n Know how to both choose and lead people on the project team\n\nMajor Subjects\nProject management is a way of thinking and managing Identifying projects\, needs\, objectives\, and deliverables Project feasibility evaluation Life cycle of a project What causes projects to fail Establishing the project scope and preventing project creep Defining and managing stakeholders Organizational politics and conflict management Establishing the detailed schedule Introduction to project management software \nInstructions\nNone URL:https://sc.cpa/event/ssbm122-27-surgents-project-management-for-finance-professionals/ CATEGORIES:Self-Study Text END:VEVENT END:VCALENDAR