Dear Members Of The Alaska Society Of CPAs - Akcpa
Dear Members of the Alaska Society of CPAs:The AKCPA 2019 Annual Meeting will be held May 29th – May 31st in Girdwood, Alaska at The Hotel AlyeskaResort.Carl Peterson, AICPA Vice President of Small Firm Interests, will present an optional 4-Hour class in themorning on Wednesday, May 29th, CPA Firm Practice Transition & Succession Planning Workshop &Feedback Forum. Registration fees for this class are separate from the Annual Meeting registration fee.Annual Meeting festivities begin at noon on May 29th with lunch followed by Ethical Considerations forCPAs presented by Kevin Walsh and Melody Feniks (4 CPE credits). You will not want to miss the OpeningReception festivities on the Columbia Patio, featuring libations and refreshments generously sponsoredby CPACharge.Thursday begins with breakfast and a half day session of Less Stress, More Ease: Transforming our WorkLives Through Self-Care & Awareness (4 CPE credits) led by Woodrie Burich of The Integration Group.Lunch includes a ride on the aerial tram to the top of Mount Alyeska to the Bore Tide Deli. We will wrapup Thursday afternoon with The Road to Modernizing Alaska’s Accountancy Laws & Rules with James Cox,AICPA Associate Director, State Regulation & Legislation and members of the Alaska State Board of PublicAccountancy (2 CPE credits). Thursday evening, we board Premier Alaska Tours motorcoaches for a tourof Girdwood Brewing Company followed by dinner at Jack Sprat!The meeting will conclude on Friday morning with breakfast and the Annual Business Meeting. Allmembers, including Associate and Student members, are welcome and encouraged to attend. There is nofee for attending the Business Meeting portion of the Annual Meeting.There will be plenty of time to meet and mingle throughout the event. As always, we have some funsurprises planned and look forward to seeing you at all of these events. We are excited to introduce thenew Board and Committee Chairs.Don’t even think about missing this game changing annual meeting!Sincerely,Kelly Ward, President2600 Cordova Street, Suite 211Anchorage, Alaska 99503P 907 562-4334 F 907 562-4025akcpa@ak.net www.akcpa.org
Schedule of Events**Casual attire is perfectly appropriate!**Wednesday, May 29th, 20198:00 am to 12:00 pmCPA Firm Practice Transition & Succession Planning Workshop & Feedback ForumCarl Peterson, CPA, AICPA Vice President of Small Firm InterestsOptional 4-Hours CPE (Separate Registration Fee)12:00 pmBuffet Lunch ServedCPACharge & CAMICO Introductions12:30 pm to 4:00 pmEthical Considerations for CPAs (4-Hours CPE)Kevin Walsh, CPA and Melody Feniks, CPA, CGMA4:30 pm to 6:30 pmOpening ReceptionColumbia Patio at The Hotel Alyeska ResortFeaturing Libations, Refreshments & Fun!Sponsored by CPAChargeDinner on Your OwnThursday, May 30th, 20198:00 am to 12:00 pmLess Stress, More Ease: Transforming our Work-Lives Through Self-Care & Awareness (4-Hours CPE)Woodrie Burich, Owner, The Integration Group, LLC*Breakfast Served at 7:30 am*12:00 pmDine & Ride Lunch atop Mount AlyeskaAerial Tram Ride to The Bore Tide Deli2:00 pm to 4:00 pmThe Road to Modernizing Alaska’s Accountancy Laws & Rules (2-Hours CPE)James Cox, AICPA Associate Director, State Regulation & LegislationMembers of the Alaska State Board of Public Accountancy4:30 pmGirdwood Brewing Company tourfollowed by dinner at Jack Sprat*Transportation Provided*Friday, May 31st, 20197:30 am – Breakfast Buffet8:15 am – Annual Business Meeting11:30 am – Adjourn
2019 AKCPA Annual MeetingThe Hotel Alyeska Resort / Girdwood, AlaskaMay 29th – May 31st, 2019Register by May 10th for only 445( 50 Discount Taken At Checkout)Register after May 10th for 495Includes 10-Hours of CPEEthical Considerations for CPAs(4-Hours CPE)Presented By: Kevin Walsh, CPA and Melody Feniks, CPA, CGMALess Stress, More Ease: Transforming our Work-Lives Through Self-Care & Awareness(4-Hours CPE)Presented By: Woodrie Burich, Owner, The Integration Group, LLCThe Road to Modernizing Alaska’s Accountancy Laws & Rules(2-Hours CPE)Presented By: James Cox, AICPA Associate Director, State Regulation & LegislationMembers of the Alaska State Board of Public AccountancyAnnual Meeting Online 9192019 annual meeting the hotel alyeska resortWednesday, May 29th Optional 4-Hour CPE Session AvailableCPA Firm Practice Transition & Succession Planning Workshop & Feedback Forum(4-Hours CPE)Presented By: Carl Peterson, CPA, AICPA Vice President of Small Firm Interests(Not Included in the Annual Meeting Registration Fees)Register by May 10th for only 125 ( 25 Discount Taken at Checkout)Register after May 10th for 150Optional May 29th CPE Session Online 19Acpa firm practice transition succession planning workshop
Register Online or By Mailing in This Form!AKCPA 2019 Annual Meeting RegistrationThe Hotel Alyeska Resort / Girdwood, AlaskaMay 29th – May 31st, 2019SAVE THE DATES & MAKE YOUR HOTEL RESERVATIONS NOW!Room Block Extended But Only Available Through May 5th!The Hotel Alyeska Resort SpecialAKCPA Annual Meeting Room Rate 153 plus taxes & resort feeRoom Rate Available Nights of May 25th – June 3rdRESERVE YOUR ROOM NOW.SPACE IS LIMITED ROOM BLOCK EXTENDEDBUT ONLY AVAILABLE THROUGH MAY 5TH!Book your reservations by calling The Hotel Alyeska Resort reservation line at907-754-2111 or 800-880-3880.Annual Meeting Room Block Code: 2019 AK Society of CPAs Annual MeetingThe Hotel Alyeska Resort requires payment in full at the time of reservation.Registration FeesSeason Pass / Season Tickets Not Valid For This EventAKCPA Members OnlyEarly Registration by May 10th************************** 445Full Registration after May 10th************************** 495Guest************************** 250Non Member Full Registration************************** 650Includes 10-Hours CPE, Meals & All Annual MeetingEvents*Does Not Include May 29th Optional CPE Session**Includes Meals, Opening Reception & Dinner**Does Not Include May 29th Optional CPE Session*May 29th Optional 4-Hours CPEMorning SessionAICPA / CPA Firm Practice Transition & SuccessionPlanning Workshop & Feedback ForumAKCPA Members register before May 10th************************** 125AKCPA Members register after May 10th************************** 150Non Members************************** 225Thursday Dinner Only (Space Is Limited – ************************** 125Priority Given to Full Annual Meeting Attendees)
Register 19 annual meeting the hotel alyeska resortAKCPA 2019 Annual Meeting Mail-In Registration Form:Name:Guest Name:Street Address:City:State:Zip Code:Phone:Email:Credit Card #:Expiration Date:CVV Code:Please Charge My Credit Card This Amount: Check Enclosed: Please Return To:2600 Cordova Street, Suite 211Anchorage, Alaska 99503P 907 562-4334 F 907 562-4025akcpa@ak.net www.akcpa.org
CPA Firm Practice Transition & Succession Planning Workshop & Feedback ForumMay 29th, 2019 / Morning Optional CPE SessionThe Hotel Alyeska Resort1000 Arlberg AvenueGirdwood, AKLATE REGISTRATION POLICYFor registrations received less than 21 days from the course date will be charged a late fee of 50 for each 8 hourcourse, 25 for each 4 hour course and 12.50 for each 2 hour course.Hear what small firms are doing as they transition ownership, clients and staff thru mergers and other successionopportunities. Cover key details of a current practice continuation agreement in use by multiple sole practitioners inCO. Carl Peterson, CPA and his firm partner Joan Peterson, CPA will share their true experience merging their six-personfirm into a larger firm. The session will end with a small firm feedback forum where you can provide direct feedback toAICPA.Major Topics Covered: Succession Planning Continuation AgreementsDesigned For: Small Firm & Sole PractitionersCPE Credits: 4, Professional DevelopmentLevel of Knowledge: BasicPrerequisite: NoneAcronym: FPTDiscussion Leader: Carl Peterson, CPAREGISTER ONLINE NOW:https://www.akcpa.org/cpe/catalog/52919Acpa firm practice transition succession planning workshop
Annual Meeting / 10-Hours CPE (AM-CPE)Ethical Considerations for CPAs (4-Hours CPE)Less Stress, More Ease: Transforming our Work-Lives Through Self-Care & Awareness (4-Hours CPE)The Road to Modernizing Alaska’s Accountancy Laws & Rules (2-Hours CPE)May 29th / Afternoon Session – May 30th, 2019The Hotel Alyeska Resort1000 Arlberg AvenueGirdwood, AKAKCPA Member Fee / Includes 12-Hours CPE, Meals & All Annual Meeting Events: 445 until May 10th (Login to your AKCPA Account to see discounted fee) 495 after May 10thNon-Member Fee / Includes ONLY May 30th CPE: 445Ethical Considerations for CPAs (4-Hours CPE)May 29th, 2019 / Afternoon SessionCPAs today face greater challenges than ever to maintain the high ethical standards of their profession. This courseprovides a framework within which to consider the ethical challenges facing CPAs and focuses on ethical requirementsthat CPAs must adhere to in their everyday practice, including practical examples of potential ethical dilemmas thatpractitioners may encounter.Major Topics Covered: The CPA’s role in today’s 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 CPA’s requirement to adhere to ethics policies and codes of conduct The AICPA’s Code of Professional Conduct and a CPA’s responsibility to the public, clients, and colleagues The common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to presentpotential ethical dilemmas CPAs may face during their careersLearning 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 therules into practice in ways that are applicable to any situationDesigned For: All CPAsCPE Credits: 4, EthicsLevel of Knowledge: IntermediatePrerequisite: Experience in financial reportingAcronym: AM-CPEDiscussion Leader: Kevin Walsh, CPA and Melody Feniks, CPA, CGMA
Less Stress, More Ease: Transforming our Work-Lives Through Self-Care & Awareness (4-Hours CPE)May 30th, 2019 / Morning SessionLearn how to incorporate self-care and harness the power of awareness at work. This session will include anoverview of ways to better nourish yourself and how to incorporate tools and techniques that support healthy worklives. We’ll explore the link between self-care and healthy boundaries, as well as learn about what boundaries areand why they are needed. The session will include training, discussions, practice and exercises.Learning Objectives: List different ways to support self-care in the workplace Describe the difference between a boundary and a limit Outline your typical workday and understand your use of time Practice using awareness tools and how to incorporate these at work Develop a personal list of self-care support toolsTopics Discussed: Identify ways to support self-care at work Learn how to apply awareness tools in our work-lives Understand the importance of setting healthy boundariesDesigned For: Accounting and Business Professionals who are interested in learning ways to manage stress and howto support themselves during intense time periods of work.CPE Credits: 4, Professional DevelopmentLevel of Knowledge: BasicPrerequisite: NoneAcronym: AM-CPEDiscussion Leader: Woodrie Burich, Owner, The Integration Group, LLC
The Road to Modernizing Alaska’s Accountancy Laws & Rules (2-Hours CPE)May 30th, 2019 / Afternoon SessionIn 2018, Alaska Governor Bill Walker signed legislation to better align Alaska’s Accountancy Law with the AICPA andNASBA Uniform Accountancy Act (UAA). While these changes moved the needle, they are not the end of the story. Thisworkshop will highlight the ways in which Alaska’s current statute and rules differ from the UAA, allow professionstakeholders to offer feedback on proposed changes, and offer a roadmap for achieving uniformity.Designed For: All CPAsLevel of Knowledge: Basic / IntermediateCPE Credits: 2, Professional DevelopmentPrerequisite: NoneAcronym: AM-CPEDiscussion Leaders: James Cox, AICPA Associate Director, State Regulation & LegislationMembers of the Alaska State Board of Public AccountancyREGISTER ONLINE NOW:https://www.akcpa.org/cpe/catalog/052919-2019 annual meeting the hotel alyeska resort
Ethical Considerations for CPAs (4-Hours CPE) Presented By: Kevin Walsh, CPA and Melody Feniks, CPA, CGMA . Less Stress, More Ease: Transforming our Work -Lives Through Self-Care & Awareness (4-Hours CPE) Presented By: Woodrie Burich, Owner, The Integration Group, LLC . The Road to Modernizing Alaska's Accountancy Laws & Rules (2-Hours CPE)
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