Updating the Professional Accountant
43rd Annual Seminar, December 4-8, 2023, and Tuesday, December 12
Growing professionally.
Continuing Professional Education (CPE) is required for CPAs to maintain their professional competence and provide quality professional services. Lipscomb University’s accredited College of Business presents its annual accounting and auditing CPE conference—Updating the Professional Accountant—designed to keep you up to date and informed with the latest industry regulations, developments and techniques. From fraud issues and accounting updates to tax planning and tax updates, you’ll hear first-hand from some of the area’s most noted business leaders throughout the week. You can earn up to 48 hours of CPE credit by attending all six days, or as few as 4 hours by attending one morning or afternoon session.
Register
Format of Program:
The program is arranged as an online webinar, consisting of two, 2-hour presentations with a 4-hour morning session and a 4-hour afternoon session. You may register for a minimum of 4 hours or the full 48 hours. All CPE hours qualify as technical fields of study. The webinar is NASBA-approved under the format "Group Live Presented Virtually."
CPE is required of all active licensees: 80 hours each two-year period with a minimum of 20 hours in each year.
Forty (40) hours (of the 80) must be completed in technical fields of study: Accounting, Accounting-Govt, Auditing, Auditing-Govt, Business Law, Economics, Finance, Information Technology, Management Services, Regulatory Ethics, Specialized Knowledge, Statistics, or Taxes, with a minimum of 20 hours each year. All hours qualify as technical fields of study.
If you engage in the attest function (including compilations), you must complete at least 20 (of the 40) hours in areas of accounting and auditing.
If you are engaged as an expert witness in the areas of accounting, attest, management advisory services, or tax, you should obtain at least 20 hours (of the 80) in the these subject area(s) relating to such testimony.
Licensees who renew in 2023 must complete two hours of state-specific ethics. This conference offers two hours of state-specific ethics.
MONDAY, DECEMBER 4, 2023
Auditing and Accounting
- 8:20 - GOVERNMENTAL AUDIT/ACCOUNTING UPDATE
David Hunt - Moderator
Crosslin PC
(Auditing - Govt)
- 10:20 - A CASE STUDY IN FRAUD
Scott Nalley, KraftCPAs
Jessica Scouten, PYA,P.C.
(Auditing)
- 12:40 - FINANCIAL CRIMES
Rich Baer, Moderator
FBI
(Auditing)
- 2:40 - SERVICE INDUSTRY: PLANNING & ACCOUNTING
Trent Watrous, APRIO
(Accounting}
TUESDAY, DECEMBER 5, 2023
Accounting, Business Law, and Specialized Knowledge
- 8:20 - CURRENT DEVELOPMENTS: ACCOUNTING & AUDITING
Mike Brand, BMSS, LLC
(Accounting)
- 10:20 - CURRENT DEVELOPMENTS: ACCOUNTING & AUDITING
Mike Brand, BMSS, LLC
(Auditing)
- 12:40 - OPERATIONAL ACCOUNTING & CONTROLLERSHIP
Mike Sansom, Asurion, Moderator
(Accounting)
- 2:40 - RETIREMENT / INVESTMENT PLANNING
Burton Williams, Ayers Foundation, Moderator
(Specialized Knowledge)
WEDNESDAY, DECEMBER 6, 2023
Specialized Knowledge and Accounting
- 8:20 - BUSINESS LAW FOR ACCOUNTANTS
Rowan Leathers, Butler Snow
Andy McQueen, American Physician Partners
Brian Masterson, Frost Brown Todd
(Specialized Knowledge)
- 10:20 - NATIONAL STATE OF MANUFACTURING
Ryan Myers, APRIO, Moderator
(Accounting)
- 12:40 - REAL ESTATE: PLANNING & ISSUES
Laura Vaught, Attorney
Mark Bell, Attorney
(Accounting)
- 2:40 - TSCPA / AICPA UPDATE
Doug Warren, Senior Partner
WarrenJackson CPAs
(Accounting)
THURSDAY, DECEMBER 7
Ethics, Auditing, and Information Technology
- 8:20 - ETHICS – STATE SPECIFIC
Perry Moore, Professor
Lipscomb University College of Business
(Ethics - State Specific)
- 10:20 - TENNESSEE STATE BOARD OF ACCOUNTANCY UPDATE
Kevin Monroe, Wendy Garvin, TN State Board of Accountancy
(Auditing)
- 12:40 - COMPILATION & REVIEW
Michael Manspeaker, Smith Elliott Kearns & Co.
(Auditing)
- 2:40 - TECHNOLOGY UPDATE
Tim Agee, CISA, CGEIT, QSA
Consultant
(Information Technology)
FRIDAY, DECEMBER 8, 2023
Taxes
- 8:20 - ESTATE PLANNING / TENNESSEE TAXES
Michael Sontag, Stephen Jasper, Bass Berry & Sims
David Gerregano, Tn Commissioner of Revenue
- 10:20 - INDIVIDUAL TAX UPDATE
Rick Betts, CRI, Moderator
- 12:40 - BUSINESS / CORPORATE TAX UPDATE
Bonnie Brown, Lipscomb University
Brad McGuire, David Lister, APRIO
Bryan Flanagan, VP-Finance, Tivity Health
- 2:40 - CASE STUDY: SUCCESSION PLANNING
Brian Masterson, Frost Brown Todd
TUESDAY, DECEMBER 12
Information Technology, Auditing and Accounting
- 8:20 - POWER EXCEL UPDATE
Jeff Mankin, Finally Learn
Julio Rivas, Lipscomb University
(Information Technology)
- 10:20 - CYBERSECURITY UPDATE
Jacob Arthur
Lipscomb University and Formos Consulting
(Auditing)
- 12:40 - CIO PERSPECTIVES ON FINANCIAL REPORTING
Andy Flatt, NHC, Moderator
(Accounting)
- 2:40 - DATA ANALYTICS UPDATE
Marcy Binkley, Vanderbilt University
(Auditing)
Cost: $125 per 4-hour session
Refund Policy and Contact Information: No refund after November 27, 2023.
The seminar will be presented online each day as scheduled. If you are unable to attend on your registered day(s), you may switch to another day with sufficient notice.
For more information, please call 615.966.5795 (Perry Moore) or 615.482.7738 (Charles Frasier). Perry Moore can also be reached by email at Perry.Moore@Lipscomb.edu.
Please review your equipment, audio, video, and internet connections.
Webinar Information:
- To register, please follow the Registration link
- A valid email address is required
- In accordance with NASBA policies, the webinar will require 3 interaction activities per hour per attendee, e.g, polling, multiple-choice Q&A, or other activities. Failure to document 3 activities will void CPE for that hour.
- Your paid registration will authorize us to provide you with a link prior to the appropriate session
- Presentation material will be posted on the web page, available to registered participants
Lipscomb University is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors here.