CPE CATALOG MEMBER GUIDE & 2026
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Together, we’re the sophisticated navigators they need. Helping CPAs statewide, Koley Jessen can be your estate and succession law partner. Your financial expertise helps your clients make vital estate-planning decisions. Our legal prowess can help plot out thoughtful transition plans in the most tax-efficient way. When we work as partners, we offer your clients tailor-made routes to success. ■ Estate Planning ■ Estate & Trust Administration ■ Estate & Trust Disputes ■ Business Succession Planning ■ Charitable Planning & Nonprofit Organizations ■ Wealth Transfer Planning Contact Us Today. 402.390.9500 | koleyjessen.com/services-estate-planning Together, we’re the sophisticated navigators they need. Helping CPAs statewide, Koley Jessen can be your estate and succession law partner. Your financial expertise helps your clients make vital estate-planning decisions. Our legal prowess can help plot out thoughtful transition plans in the most tax-efficient way. When we work as partners, we offer your clients tailor-made routes to success. ■ Estate Planning ■ Estate & Trust Administration ■ Estate & Trust Disputes ■ Business Succession Planning ■ Charitable Planning & Nonprofit Organizations ■ Wealth Transfer Planning Contact Us Today. 402.390.9500 | koleyjessen.com/services-estate-planning Together, we’re the sophisticated navigators they need. Helping CPAs statewide, Koley Jessen can be your estate and succession law partner. Your financial expertise helps your clients make vital estate-planning decisions. Our legal prowess can help plot out thoughtful transition plans in the most tax-efficient way. When we work as partners, we offer your clients tailor-made routes to success. ■ Estate Planning ■ Estate & Trust Administration ■ Estate & Trust Disputes ■ Business Succession Planning ■ Charitable Planning & Nonprofit Organizations ■ Wealth Transfer Planning Contact Us Today. 402.390.9500 | koleyjessen.com/services-estate-planning
QUICK LOOK NESCPA at a Glance . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 Volunteer to Make a Difference . . . . . . . . . . . . . . . . . . . . . . 8 Why Join Nebraska Society of CPAs? . . . . . . . . . . . . . . . . . . . .9 Education Your Way . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Advocating for You . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 2026 CONFERENCES 2026 Conferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 Sponsorship & Exhibit Opportunities . . . . . . . . . . . . . . . . . . . .13 EVERYTHING CPE Nebraska Society of CPAs 2026 In-Person CPE Calendar . . . . . . . . . 14 About CPE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 In-Person CPE Registration Form . . . . . . . . . . . . . . . . . . . . . . 21 Who Are Your Future Stars . . . . . . . . . . . . . . . . . . . . . . . . . 23 SOCIETY OVERVIEW From the Beginning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Focused on the Future . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Volunteer CPAs Serve as Driving Force . . . . . . . . . . . . . . . . . . .26 Legislative Representation Is a Priority . . . . . . . . . . . . . . . . . . .28 Supporting the Political Process . . . . . . . . . . . . . . . . . . . . . . 29 Educating Nebraska’s CPAs . . . . . . . . . . . . . . . . . . . . . . . . . 30 Sharing Ideas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Scholarships Grow the CPA Pipeline . . . . . . . . . . . . . . . . . . . . 32 Recognizing Service to the Profession & to Nebraska . . . . . . . . . . . 33 Promoting the Profession . . . . . . . . . . . . . . . . . . . . . . . . . .34 Member Discounts & Special Pricing . . . . . . . . . . . . . . . . . . . . 35 What’s Inside NESCPA 2026 4 Table of Contents
SOCIETY LEADERSHIP NESCPA Board of Directors . . . . . . . . . . . . . . . . . . . . . . . . .36 Society Past Presidents & Chairmen . . . . . . . . . . . . . . . . . . . . 37 Accounting Careers Committee . . . . . . . . . . . . . . . . . . . . . . 38 Business & Industry Committee . . . . . . . . . . . . . . . . . . . . . . 39 CPE Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Ethics Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41 Political Education Committee Board of Trustees . . . . . . . . . . . . . 41 Fall Conference Committee . . . . . . . . . . . . . . . . . . . . . . . . .42 Governmental Accounting & Auditing Committee . . . . . . . . . . . . . 43 Not-For-Profit Committee . . . . . . . . . . . . . . . . . . . . . . . . . 44 Public Policy Committee . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Taxation Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Women in Accounting Committee . . . . . . . . . . . . . . . . . . . . . 48 Foundation Board of Trustees . . . . . . . . . . . . . . . . . . . . . . . 49 Society Award Recipients . . . . . . . . . . . . . . . . . . . . . . . . . 50 Application for Award Nomination . . . . . . . . . . . . . . . . . . . . .54 STAFF DIRECTORY Nebraska Society of CPAs Staff Directory . . . . . . . . . . . . . . . . . 55 Advertiser Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 ©2026 Nebraska Society of CPAs (NESCPA) | MBR Connect DBA The newsLINK Group LLC. All rights reserved. The CPE Catalog & Member Guide is published one time each year and is the official publication of NESCPA. The information contained in this publication is intended to provide general information for review, consideration and education. The contents do not constitute legal advice and should not be relied on as such. If you need legal advice or assistance, it is strongly recommended that you contact an attorney as to your circumstances. The appearance of advertisements within this publication does not constitute an endorsement or recommendation of any product or service advertised. Content may not be reproduced or reprinted without prior written permission. For further information, please contact the publisher at (855) 747-4003. CPE CATALOG AND MEMBER GUIDE 5 Table of Contents
NESCPA at a Glance Our Mission The mission of the Nebraska Society of Certified Public Accountants is to enhance the professional success of the members; to encourage the maintenance of high professional standards; to facilitate relationships among the members; to further the professional knowledge, competence, and performance of the members; to promote a better understanding of services rendered by members; to promote the accounting profession; and to act in a representative capacity for the profession. For the Record ` The NESCPA is a highly effective organization headquartered in Lincoln, Neb. ` The Society had 2,698 members as of March 31, 2026. ` Society members are employed by 864 organizations located in 288 communities in the U.S. ` Members reside in 28 different states, Guam, the Czech Republic, and Saudi Arabia. ` Approximately 140 volunteers serve each year on the Society’s boards and committees. ` The Society offered 20,432 Continuing Professional Education (CPE) courses and conferences in 2025. ` A total of 2,550 registrants attended CPE through the Society in 2025. ` The Society has a staff of four full-time employees. NESCPA 2026 6 Quick Look
Delivering Results - One Practice At a time 800-397-0249 www.APS.net Trent Holmes Trent@APS.net Sell Your Practice & Make This Your FINAL SEASON! Experiencing March Madness? Delivering Results - One Practice At a time 800-397-0249 www.APS.net Trent Holmes Trent@APS.net Sell Your Practice & Make This Your FINAL SEASON! Experiencing March Madness?
Volunteer to Make a Difference Society Committees ` Accounting Careers ` Business & Industry ` Continuing Professional Education (CPE) ` Ethics ` Fall Conference ` Governmental Accounting & Auditing ` Not-For-Profit ` Political Education ` Public Policy ` Taxation ` Women In Accounting Committees meet two to three times per year. To volunteer, email society@nescpa.org. How You Can Get Involved As a committee member for the Nebraska Society of CPAs, you have the opportunity to influence a profession that touches the lives of most Nebraskans. Your contributions not only will help shape the future of the CPA profession, but also will provide you with great personal and professional satisfaction. Help maximize the power and performance of CPAs in Nebraska by selecting from the volunteer opportunities above. All interested members are encouraged to apply! NESCPA 2026 8 Quick Look
Why Join Nebraska Society of CPAs? The Nebraska Society of CPAs is stronger than ever. By joining, you receive members-only perks, an exclusive publication, networking opportunities, and a whole lot of exposure for yourself and your organization. Get on board and see the difference! Learning Gain a competitive edge with professional education on all the hot topics. Networking Meet fellow accounting professionals at Society events. Visibility Stand out and get noticed in your profession. Credibility Raise your reputation through membership. Discounts Increase your purchasing power through members-only pricing on CPE, insurance, shipping, digital printing, job postings, and more. Advocacy Gain a say in what happens through the Society’s legislative efforts. Scholarships Help Nebraska college students and promote the CPA profession. Contact NESCPA at (402) 476-8482 or society@nescpa.org to learn more about the benefits of membership today! CPE CATALOG AND MEMBER GUIDE 9 Quick Look
Education Your Way Why choose the Nebraska Society of CPAs for your learning and development? As a 501(c)(6) organization, we are not organized for profit and our net earnings don’t benefit shareholders—they fund member programs and initiatives to assist YOU! Webcasts Watch and learn via thousands of courses offering engaging content—from AI to cybersecurity, ethics to leadership, tax to technical skills, and more. Conferences Whether you work in audit, tax, not-for-profit, government, or business, we’ve got the education you need. In-Person Classes Nothing beats learning the latest topics in person from quality instructors—plus networking, sharing best practices, and a candy station! On Demand Anytime, anywhere learning provides you the convenience of starting, stopping, and resuming your course work on your own schedule. Onsite Training Bring NESCPA to your office or event and let us take care of the details. Our CPE staff will work with you to determine focus, length, and cost for your onsite training needs. Receive education your way at nescpa.org/cpe. NESCPA 2026 10 Quick Look
Advocating for You Fighting for the Profession FAQs About the Political Education Committee of the Nebraska Society of CPAs What is NESCPA PEC and why is it important? The Society’s Political Education Committee (PEC) provides direct campaign support to candidates for Nebraska Legislature who value and understand the CPA profession. Why should I contribute to NESCPA PEC? Your voluntary contribution helps ensure the CPA profession has a strong voice in the Nebraska Legislature. By joining forces with your fellow NESCPA members through the PEC, you help the Society build alliances with state legislators who directly influence legislation. Do my NESCPA membership dues fund the PEC? No. By law, the Society cannot use your dues for contributions to political candidates. CPAs must make all political contributions voluntarily. Are NESCPA’s efforts a duplication of AICPA PAC? No. AICPA PAC supports candidates for Congress in Washington, D.C. The NESCPA PEC only supports candidates for the Nebraska Legislature. What if I don’t want my money to support a particular party? NESCPA PEC is nonpartisan in its selection of candidates to support. The PEC considers the quality of candidate when determining who receives support. The PEC Board is member managed and member driven. We welcome the insights and views of our members with respect to candidates and issues. Every dollar counts! Protect and advance the CPA profession by donating to NESCPA PEC today at nescpa.org/advocacy/contribute. CPE CATALOG AND MEMBER GUIDE 11 Quick Look
2026 Conferences Position Yourself for Success! Audits of Employee Benefits Plans Conference 9May 18 | 8 CPE | Live Webcast Technology Conference 9May 21-22 & Nov. 30-Dec. 1 | 16 CPE | Live Webcast Financial Institutions Conference 9May 28 | 8 CPE | Riverview Lodge, Mahoney State Park, Ashland Financial Institutions Conference 9May 28 | 8 CPE | Live Webcast Excel Mastery Conference 9June 1 & Dec. 14 | 8 CPE | Live Webcast Not-For-Profit & Governmental Accounting Conference 9June 8-9 | 16 CPE/2 Ethics | NE Innovation Campus, Lincoln Cornhusker Connections Happy Hour 9June 8 | Barred Owl, Scarlet Hotel, NE Innovation Campus, Lincoln Insurance Industry Conference 9June 18 | 8 CPE | Multistate Live Conference Artificial Intelligence Conference 9June 22 & Nov. 6 | 8 CPE | Live Webcast Tech Innovations Conference 9June 29 | 8 CPE | Live Webcast Audits of School Districts Course 9July 8 | 8 CPE | AMGL PC, Grand Island Agriculture Tax & Accounting Conference 9Aug. 13 | 9 CPE | Multistate Live Webcast Women in Accounting Summit 9Aug. 25 | 6 CPE | Riverview Lodge, Mahoney State Park, Ashland Automation & Workflow Conference 9Oct. 5 | 8 CPE | Live Webcast Fall Conference & Annual Meeting 9Nov. 4-5 | 16 CPE/2 Ethics | NE Innovation Campus, Lincoln Two-Day Federal Tax Update for Individuals & Businesses 9Dec. 7-8 | 16 CPE | Round the Bend Ballroom, Ashland Tax & Technology Conference 9Dec. 23 | 8 CPE | Live Webcast Learn more and register at nescpa.org/cpe. NESCPA 2026 12 2026 Conferences
Sponsorship & Exhibit Opportunities Increase your organization’s exposure, heighten your brand recognition, and drive sales by claiming your sponsorship or exhibit space at one of the NESCPA’s annual conferences. Premium Sponsor—$5,000 ` Top-tier logo placement on event webpage, emails, social media, and materials ` Sponsor signage at every table ` On-stage thank you during the event ` Two complimentary registrations ` Priority exhibitor display space Speaker Sponsor—$2,000 ` Logo featured on event webpage, emails, social media, and materials ` Sponsor signage at every table ` On-stage thank you during the event ` One complimentary registration Food & Beverage Sponsor—$1,000 ` Logo signage near selected food/beverage station (coffee, breakfast, lunch, snack break, or reception) ` Logo featured in conference materials ` On-stage thank you during the event ` One complimentary registration Conference Exhibitor—$750 ` Logo featured in conference materials ` Tabletop display space ` Option to provide attendee giveaways ` One complimentary registration (additional reps: $125/person) Other Sponsorships—$500 ` Charging Station or Candy Station Sponsorship ` On-stage thank you during the event Become a Conference Exhibitor or Sponsor today by contacting Society Vice President Kelly Ebert at (402) 476-8482 or kelly@nescpa.org. CPE CATALOG AND MEMBER GUIDE 13 2026 Conferences
Nebraska Society of CPAs 2026 In-Person CPE Calendar Course Locations 2026 courses have been scheduled at the following locations and facilities. Ashland Crete Carrier Riverview Lodge Mahoney State Park 28500 West Park Highway (I-80 Exit #426) Ashland, NE 68003 (402) 944-2523 Round the Bend Ballroom 30801 East Park Highway (I-80 Exit #426) Ashland, NE 68003 (402) 944-9974 Grand Island AMGL PC 3123 W Stolley Park Road, Suite A Grand Island, NE 68801 (308) 381-4824 Lincoln Courtyard by Marriott Downtown/Haymarket 808 R Street Lincoln, NE 68508 (402) 904-4800 Nebraska Innovation Campus Conference Center 2021 Transformation Drive Lincoln, NE 68508 (402) 472-8937 The Scarlet Hotel 2101 Transformation Drive Lincoln, NE 68508 (531) 300-6300 Omaha Werner Enterprises 14507 Frontier Road Omaha, NE 68145 (402) 895-6640 NESCPA 2026 14 Everything CPE
April April 28 | Omaha Business, Industry & Innovation Conference Werner Enterprises 7 CPE Members: $370 June June 8-9 | Lincoln Not-For-Profit & Governmental Accounting Conference Nebraska Innovation Campus Conference Center 16 CPE | 2 Ethics Members: $525 June 8 | Lincoln Cornhusker Connections Happy Hour With Architects, Contractors, CPAs & Engineers Barred Owl-The Scarlet Hotel, Nebraska Innovation Campus Conference Center Free July July 8 | Grand Island Audits of School Districts Marcy Luth, CPA & Julie Bauman, CPA AMGL PC 8 CPE Members: $334 July 29 | Lincoln Governmental Accounting & Auditing Update Paul Koehler, CPA Nebraska Society of CPAs Office 8 CPE Members: $334 July 30 | Lincoln Nonprofit Accounting & Financial Reporting Paul Koehler, CPA Nebraska Society of CPAs Office 8 CPE Members: $334 August August 18 | Ashland Fiduciary & Tax Accounting for Estates & Trusts Doug Van Der Aa, Van Der Aa Ed LLC Peter Kiewit Lodge, Mahoney State Park 8 CPE Members: $334 August 19 | Ashland Partnership & S Corporation Essentials: Reporting Basis & More Doug Van Der Aa, Van Der Aa Ed LLC Peter Kiewit Lodge, Mahoney State Park 8 CPE Members: $334 August 20 | Ashland Key Tax Issues Facing Business & Industry Doug Van Der Aa, Van Der Aa Ed LLC Peter Kiewit Lodge, Mahoney State Park 8 CPE Members: $334 August 25 | Ashland Women in Accounting Summit Crete Carrier Riverview Lodge, Mahoney State Park 6 CPE Members: $344 November November 4-5 | Lincoln Fall Conference & Annual Meeting Nebraska Innovation Campus Conference Center 16 CPE | 2 Ethics Members: $504 December December 7-8 | Ashland Two-Day Federal Tax Update – Individual & Business Pat Garverick, CPA, The Tax U Round the Bend Ballroom 16 CPE Members: $535 Courses Offered CPE CATALOG AND MEMBER GUIDE 15 Everything CPE
December 14 | Lincoln Nonprofit Accounting & Financial Reporting Paul Koehler, CPA Nebraska Society of CPAs Office 8 CPE Members: $334 December 15 | Lincoln Governmental Accounting & Auditing Update Paul Koehler, CPA Nebraska Society of CPAs Office 8 CPE Members: $334 December 17 | Lincoln Federal Tax Update for Individuals & Business Doug Van Der Aa, Van Der Aa Ed LLC Courtyard by Marriott Lincoln, Downtown/Haymarket 8 CPE Members: $334 December 18 | Grand Island Federal Tax Update for Individuals & Business Doug Van Der Aa, Van Der Aa Ed LLC AMGL PC 8 CPE Members: $334 NESCPA 2026 16 Everything CPE
About CPE All of the Society’s CPE courses and conferences, along with thousands of partner webcasts, are listed at nescpa.org/cpe. Society Membership Discounts Society membership provides you with a $60 discount on all Society-sponsored courses and conferences. In addition, the Society offers Early Bird Pricing for individuals attending a Nebraska Society event. Standard Pricing goes into effect 30 days prior to the event. All fees listed in this booklet display Standard Pricing. Ways to Register & Pay Online at nescpa.org/cpe — select a course, complete the registration form, and pay with a credit card. Mail a completed registration form with credit card information or a check made payable to: The Nebraska Society of CPAs 7435 O Street, Suite 100 Lincoln, NE 68510 Registration Confirmations You should receive a registration confirmation via email two days prior to the course. Any registrant may substitute another individual for his or her registration up to the beginning of the first morning session of the event. Be sure to review your confirmation carefully, as starting times and locations may change. No Shows Those who register for an event and do not attend are responsible for the event fee and will receive the course materials. Society Cancellations The Society may cancel an event due to insufficient enrollment, inclement weather, or other circumstances beyond the Society’s control. In these cases, the amount paid will be placed as a credit on the registrant’s account to attend another Society-sponsored event. The registrant has the option of requesting a refund. If the event is canceled due to insufficient enrollment, the Society will contact each registrant at least five days prior to the event. In the case of inclement weather, the Society will contact each registrant as soon as possible by email or phone. All cancellations will be posted on the Society website. nescpa.org/cpe CPE CATALOG AND MEMBER GUIDE 17 Everything CPE
Registrant Cancellations If a registrant needs to cancel his/her registration, the registrant must provide a written notice to the Society via email at society@nescpa.org. Cancellations received in the Society office 15 days or less prior to the event date will receive an account credit minus a $50 cancellation fee. Except in special circumstances, refunds will not be granted to those attempting to cancel registrations less than six days prior to the event date. Specific Needs Please notify the office at (402) 476-8482 or kelly@nescpa.org at least one week prior to an event if you have any special dietary requirements (for full-day courses) or other specific needs; we will do our best to accommodate you. Parking Parking is generally but not always provided with event fees. If the event is held at Mahoney State Park, be sure to sign the sign-in sheet at the information booth at the park entrance to obtain the daily mandatory parking pass. Review your registration confirmation for parking specifics. Lodging Special lodging rates may be available for in-person courses. Please contact Kelly at the Society office at (402) 476-8482 or kelly@nescpa.org with questions. What to Wear Business casual attire is recommended for in-person courses. Because meeting room temperatures are difficult to control, we recommend dressing in layers to ensure comfort. Attendance Verification At the conclusion of in-person CPE events, a CPE attendance verification form will be distributed for all attendees to sign. The Nebraska Society office can only verify attendance if the form has been signed. All webcast courses use a form of online prompts during the broadcast for verification of attendance. CPE Credit All courses listed in this catalog have been submitted to and approved by the Nebraska Board of Public Accountancy for recommended CPE credit. CPE certificates may be downloaded for each course attended through the “My CPE Tracker” at nescpa.org/my-cpe. The “My CPE Tracker” also allows you to download annual CPE transcripts at any time, and to include self-entered CPE courses to your transcript. NESCPA 2026 18 Everything CPE
Information for IRS Enrolled Agents The Nebraska Society of CPAs partners with the following IRS-approved continuing education providers to provide continuing education for Enrolled Agents. ` American Institute of CPAs (AICPA) - AICPACompliance@aicpa.org ` CalCPA Education Foundation - (800) 922-5272 ` Surgent McCoy CPE Inc. - info@surgent.com / (800) 778-7436 ` The Garvs LLC dba The Tax U - (623) 535-9760 ` Van Der Aa Tax Ed LLC - info@vanderaatax.com / (248) 770-6587 Nebraska’s CPE Rules The rules for Continuing Professional Education for Nebraska CPAs are located within Title 288, Chapter 8, of the State Board regulations, and CPE Guidelines may be viewed at nbpa.nebraska.gov. Most noted among the rules is a four-hour ethics requirement for biennial license renewals (80 CPE hours) and reinstatements (120 CPE hours). In addition, 16 hours of self-determined Personal Development courses related to the CPA’s current employment may be reported. The rules also clarify the number of CPE hours allowed for self-study, faculty, and college semester credit hours, and grant the Nebraska Board of Public Accountancy the authority to request documentation from a permit holder for five years from the individual’s last reporting period. If you have any questions about the CPE rules, contact the State Board at (402) 471-3595 or view the rules at nbpa.nebraska.gov. CPE CATALOG AND MEMBER GUIDE 19 Everything CPE
Electronic CPE Materials The Society provides an electronic version of course materials at nescpa.org/my-cpe. Once ematerials have been downloaded, no cancellation, transfer, or refund will be available. Surveys Surveys will be emailed to all attendees after every CPE course and conference. The Society CPE Committee, instructors, and staff take your comments and concerns seriously, as we strive to provide you with high-quality, cost-effective education. You may also email kelly@nescpa.org with comments and concerns. Use of Photo & Video Attendance at or participation in NESCPA events constitutes an agreement that any photos, videos, audio, or other visual or audio reproduction obtained during the event can be used for promotion by the NESCPA. NESCPA is released from any liability connected with the use of event pictures or voices. Disclaimer The information and suggestions presented at courses and conferences sponsored by the Nebraska Society of CPAs are subject to constant change and, therefore, should only serve as a foundation for further investigation and study. Further, any forms presented at such courses or conferences are samples only and are not necessarily authoritative. All information, procedures, and forms contained or used in such seminars or conferences should be carefully reviewed and should serve as a guide for use in specific situations. Speakers and discussion leaders are expressing their own views, or those of event authors. Such views and opinions have not been approved or endorsed by the Nebraska Society of CPAs. The Nebraska Society of CPAs reserves the right to make changes to prices, dates, locations, and speakers at any time without notice. Early registration helps avoid cancellations. The Nebraska Society of CPAs does not assume financial responsibility for penalties or expenses incurred by registrants who must cancel travel arrangements due to course cancellation. Every effort has been made to avoid error and omissions in every phase of this work. As the publisher, the Nebraska Society of CPAs assumes no liability of any kind in connection with this publication. Money on Account This policy outlines the treatment of unallocated funds held in “Money on Account” by members and Continuing Professional Education (CPE) registrants of the Nebraska Society of CPAs when an individual’s balance falls to $100 or less after a continuous period of two years. In alignment with our commitment to supporting the educational aspirations of Nebraska accounting students, remaining balances may be converted into a donation to the Foundation of the Nebraska Society of CPAs to support scholarship funding. NESCPA 2026 20 Everything CPE
In-Person CPE Registration Form To register for any of the CPE courses: Download the Printable Form tinyurl.com/eventscpa Register Online nescpa.org/cpe CPE CATALOG AND MEMBER GUIDE 21 Everything CPE
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From the Beginning Looking Back The Nebraska Society of CPAs traces its beginnings to March 10, 1908, at the Millard Hotel in Omaha, where several public accountants initially gathered together and over the next few years organized under the name Nebraska State Association of Public Accountants. Although the group adopted a constitution and bylaws, and formed committees, it did not incorporate. The first elected chairman of the association was J.M. Gilchrist, who held the first CPA certificate in Nebraska and whose descendants are still active in the Society. Along with Gilchrist, other founders of the association were J.W. Tulleys (Cert. No. 3), R.F. Svoboda (Cert. No. 4), R.B. Merriam (Cert. No. 5), E.A. Dworak (Cert. No. 6), Emil Ganz (Cert. No. 8), E.J. Robinson (Cert. No. 9), A.L. Searle (Cert. No. 11), and George W. Holbrook (Cert. No. 14). Twenty years later, on July 23, 1928, the Nebraska Society of Certified Public Accountants was officially established when six public accountants met and approved the Society’s Articles of Incorporation. Signing as incorporators of the Society were Henry C. Moeller (Cert. No. 18) of Lincoln, who would eventually become the Society’s first president, G. Lawrence Greenfield (Cert. No. 28) of Omaha, Raymond H. Walker (Cert. No. 35) of Lincoln, Calvin B. Remmington (Cert. No. 36) of Lincoln, Wayne McPherren (Cert. No. 47) of Omaha, and Harry E. Judd (Cert. No. 48) of Lincoln. Early Growth The Society grew slowly at first. In 1938, Society records reflect only 23 members; that number grew to 52 in 1948, stretching to 207 in 1958. In 1968, the membership grew to 320. By 1970, the Society had expanded to 510 members. Then, it took a major jump, reaching 1,390 by 1980. Part of the reason for the growth in the 1970s was the Nebraska Legislature’s passage of mandatory continuing education for licensed practitioners in 1971. Nebraska was the first state in the nation to pass such legislation, which led the Society to sponsor increasing numbers of Continuing Professional Education (CPE) courses for its members. The late 1950s were a turning point for the Society. In 1957, the Nebraska Legislature passed the Nebraska Public Accountancy Act and, in 1958, Arnold Magnuson was hired as a part-time staff person. Over the next 32 years, Magnuson would guide the growth and expansion of the Society and eventually become its full-time executive vice president. Magnuson was the only employee until October 1972; at that time, the Society opened its first executive office located in the Stuart Building in Lincoln, employing Magnuson as the executive director and one secretary. Today, the Society has four employees. In 1985, the Society offices moved to the Roman L. Hruska Law Center west of the State Capitol. When Magnuson fully retired in 1992, the membership had grown to approximately 2,400. In 1990, Dan Vodvarka was named the Society’s second executive vice president. In 1995, his title was changed to president, and the highest elected Society office was changed to chairman of the board. Vodvarka retired in October 2018 after 28 years of service to the Society. In July 2018, Joni Sundquist began serving as president and executive director of the Society. In January 2020, the Society offices moved to the NESCPA 2026 24 Society Overview
Corporate Centre Office Park at 7435 O Street, Suite 100, in Lincoln. Upon the retirement of Sundquist in May 2026, Kristen VanWinkle was hired as the Society’s president and executive director in April 2026. Our Vision Our vision is to be the leading resource and advocate for the CPA profession in Nebraska. Our Mission Our mission is to enhance the professional success of the members; to encourage the maintenance of high professional standards; to facilitate relationships among the members; to further the professional knowledge, competence, and performance of the members; to promote a better understanding of services rendered by members; to promote the accounting profession; and to act in a representative capacity for the profession. Our Values These core values guide our work: ` Ethical We place integrity, trustworthiness, and accountability at the center of all we do. ` Encouraging We inspire each other and our members to embrace challenges and opportunities, to think creatively, and to strive for personal and professional excellence. ` Professional We respect one another and our members, regardless of our differences. ` Purposeful We understand the importance of the CPA profession and our passion lies in serving our members. CPE CATALOG AND MEMBER GUIDE 25 Society Overview
Focused on the Future Working Together One of the Nebraska Society of CPAs’ strengths is the role it plays as a sounding board for thoughts, ideas, and opinions from CPAs across the state. Through the Society, ideas may be channeled to the membership and then heard, analyzed, and acted upon. Through the Society, CPAs explore the issues that affect the profession’s day-to-day and long-range outlook. Membership in the Society signifies a CPA’s commitment to the profession and the belief that much can be accomplished by working together. Our Goals ` Education Goal To educate our members by offering quality, cost-effective Continuing Professional Education (CPE) through a variety of delivery formats. ` Legislative Goal To advocate for a legislative and regulatory environment that supports our member CPAs. ` Communications Goal To enhance and highlight the value of Society membership and promote the image of the CPA profession in Nebraska. ` Membership Goal To maintain, serve, and support an active and involved membership to ensure the future success of the profession and the Society. ` Operations Goal To develop and maintain effective and efficient Society operations for the benefit of our membership. Volunteer CPAs Serve as Driving Force The official decision-making body of the Nebraska Society of CPAs is the board of directors, which meets four times a year. The board approves the budget, sets member dues, and makes other policy decisions. In 1928, members could serve on three committees: the Committee on Legislation & Education, the Committee on Finance, and the Committee on Ethics. Today, the Nebraska Society has 11 committees and occasional ad hoc committees and task forces established to accomplish specific goals. NESCPA 2026 26 Society Overview
Participation on boards and committees is viewed as an opportunity for CPAs to further develop leadership skills and gain a broader perspective of the profession. In addition, these volunteers are provided an opportunity to influence a profession that touches the lives of most Nebraskans. Committees meet two to three times per year. If you would like to help maximize the power and performance of CPAs in Nebraska, we encourage you to serve on one of the following Society committees. Committee descriptions and current committee members are listed in the Society Leadership section of this booklet. ` Accounting Careers Committee ` Business & Industry Committee ` Continuing Professional Education (CPE) Committee ` Ethics Committee ` Fall Conference Committee ` Governmental Accounting & Auditing Committee ` Not-For-Profit Committee ` Political Education Committee ` Public Policy Committee ` Taxation Committee ` Women in Accounting Committee CPE CATALOG AND MEMBER GUIDE 27 Society Overview
Legislative Representation Is a Priority The Nebraska Society of CPAs has long played a proactive, strategic role in shaping public policy for CPAs in Nebraska—advancing state legislation that strengthens the profession and defending against proposals that could be detrimental to CPAs and the public they serve. On the national scene, the Society monitors events in Washington, D.C., and speaks on behalf of Nebraska CPAs in dealing with the state’s congressional delegation. The Society’s presence at the State Capitol and its visibility on the national level are both critical. Lobbying For CPAs When the Nebraska Legislature is in session, the Society’s lobbying efforts ensure the views of Nebraska CPAs are known. The first lobbyist for the Society was hired in 1956. Today, the Society’s lobbyists, Korby Gilbertson and Justin Brady of Radcliffe, Gilbertson & Brady, scrutinize every legislative bill, keep track of amendments, and become involved with legislative action on all bills that have an impact on the CPA profession. In addition, the Society testifies at public hearings and pens letters of support and/or opposition as needed. Nebraska was the first state in the nation to enact mandatory continuing professional education (CPE) requirements. In 1991, Nebraska adopted the 150-hour education requirement for new CPAs. Then, in 2026, the old became new again when legislation was passed to restore an additional pathway to licensure: a bachelor’s degree combined with two years of qualifying experience. The bill also changed Nebraska’s experience requirements to one year for those with either a master’s degree or a bachelor’s degree plus 30 credit hours of education. This legislation was the result of a joint effort of the Nebraska Society of CPAs and the Nebraska Board of Public Accountancy. In 1994, the Society helped draft and successfully advocate for the first law in the country permitting partial ownership of CPA firms by non-CPAs—an innovative step that positioned Nebraska as a national leader in firm flexibility and growth. In 2009, the Society helped draft and secure swift passage of CPA mobility legislation, allowing licensed CPAs from other states to practice public accountancy in Nebraska without obtaining reciprocal licensure, registering, or paying additional fees to the Nebraska Board of Public Accountancy. In 2013, the Society supported passage of Expanded CPA Experience legislation to broaden pathways into the profession. In 2019, working collaboratively once again with the State Board, the Society helped pass legislation authorizing Nebraska CPA firms to establish Employee Stock Ownership Plans (ESOPs). NESCPA 2026 28 Society Overview
In 2024, another joint legislative effort between the Society and State Board allowed Nebraska CPA candidates to sit for the Uniform CPA Exam after earning 120 credit hours and a bachelor’s degree. Also in 2024, the Society successfully secured an exemption from inclusion in Nebraska’s occupational licensing legislation. For the past several years, the Society has continued to oppose efforts to extend Nebraska’s sales tax to professional services—protecting both the profession and the clients CPAs serve. Through each of these legislative initiatives, the Society has demonstrated steady leadership, thoughtful collaboration, and an unwavering commitment to the future of the CPA profession in Nebraska. These efforts reflect the Society’s continued commitment to strengthening the CPA pipeline, increasing access to the profession, and ensuring Nebraska businesses and communities have the accounting expertise they need. Key Contact Program The Society involves CPAs at the grassroots level through its Key Contact Program; these individuals assist in communicating the Society’s positions on legislative issues to their state senators and the Nebraska congressional delegation when needed. The Society also works with the American Institute of Certified Public Accountants (AICPA) to strengthen the profession’s voice both in Lincoln and in Washington. In addition, the Society works closely with state and federal governmental agencies, including the Nebraska Department of Revenue and the Internal Revenue Service, which have operations that directly affect Nebraska CPAs. The Society also maintains contact with other statewide trade associations on issues of common interest. Supporting the Political Process Financing Campaigns Through the Society’s Political Education Committee (PEC), established in 1982, Nebraska CPAs may make political contributions to help finance the campaigns of candidates seeking elective office at the state level. The Society’s political action efforts represent a key element in the Society’s overall government relations program. Our system of government depends on the willingness of individuals to seek elected positions without fear of personal financial sacrifice. The Society’s PEC provides CPAs with an opportunity to support candidates who understand the needs and concerns of CPAs and to hold candidates accountable for their actions as legislators. CPE CATALOG AND MEMBER GUIDE 29 Society Overview
Educating Nebraska’s CPAs Your Continuing Professional Education Partner In 1971, the Society offered only two or three educational programs each year. Today, the Society offers more than 20,000 courses, conferences, and webcasts year-round. Attending in-person courses and conferences provides members with the opportunity to network and share best practices. Society members pay lower, discounted fees to attend Society-sponsored courses and conferences. Members receive a $60 discount per course or conference and are eligible for early bird pricing. The Society provides CPAs at all levels of their careers with live continuing professional education programs, educating approximately 2,500 CPAs each year. These programs are recommended for their timeliness, affordability, convenience, and quality. Society courses are planned by CPAs for CPAs to keep members abreast of new developments and technologies affecting the profession. Programs are directed toward all areas of the profession and are designed to provide sound, practical instruction. Nebraska CPAs serving on the Society’s committees work closely with Society staff in developing topics and determining speakers for all conferences and courses. Each year, approximately 140 CPA volunteers are selected to serve on the various Society committees and boards. NESCPA 2026 30 Society Overview
Sharing Ideas In addition to conferences and live CPE programs, the Society holds and participates in many other meetings and gatherings that give CPAs the opportunity to come together to network, discuss common interests, and share information. State Senators’ Reception & Dinner The Society sponsors an annual State Senators’ Reception & Dinner in January the evening before the first day of every legislative session to bring CPAs together with their state legislators. This tradition began in the mid-1970s and continues to be an excellent event, with the majority of Nebraska’s 49 state senators typically in attendance. Annual Meeting The Society’s Annual Meeting, held each year during the Fall Conference, marks the changing of the guard for the Society’s officers. During the Annual Meeting, the Society also welcomes and congratulates new CPA certificate holders and scholarship recipients, honors outstanding members with awards, and reflects on recent accomplishments of the Society. Today, with more than 2,600 members, the Society can reflect on a history of growth and accomplishments with pride and look forward to a future in which the Nebraska Society will find new and innovative ways to serve its membership and the CPA profession. Spring Meeting in Washington, D.C. Every other year, the Society travels to Washington, D.C., for the AICPA’s Spring Meeting of Council and AICPA Annual Members’ Meeting. This trip is designed to bring CPAs up to date on current issues at the federal level and includes nationally known speakers and meetings with Nebraska’s congressional delegation. CPE CATALOG AND MEMBER GUIDE 31 Society Overview
Scholarships Grow the CPA Pipeline Nebraska CPAs understand the importance of a well-educated, well-trained workforce in our state. They also understand that accounting students are the future of the CPA profession. For these reasons, the Society is helping to grow the CPA pipeline by providing scholarships to accounting students attending college in Nebraska through The Foundation of the Nebraska Society of CPAs. Each year, thousands of dollars in scholarships are awarded to deserving students. Foundation scholarships are funded through a portion of member dues, investments, and generous donations from members, CPA firms, and businesses. Vision The vision of the Nebraska Society of CPAs’ Foundation is to empower a new era of CPAs who are not only skilled but also innovative and forward-thinking, ready to lead and shape the future of the accounting profession in Nebraska. Mission The mission of the Foundation is to elevate the CPA profession in Nebraska by awarding scholarships, enhancing accounting education, and supporting initiatives designed to cultivate and attract new individuals to the CPA profession. Record Numbers Established in 1976, the Foundation provided 95 scholarships worth $124,550 to college accounting students at 14 Nebraska colleges and universities during the 2025-2026 school year. The first president of the Foundation Board of Trustees was J.B. Dresselhaus of Lincoln. The Foundation continues to experience consistent growth under the leadership of current Foundation President Dan Wells of Omaha. Donate today at nescpa.org/contributions. NESCPA 2026 32 Society Overview
Recognizing Service to the Profession & to Nebraska Society Awards Each year, the Society accepts the nomination of members for the following four special awards: ` Public Service Award ` Distinguished Service to the Profession Award ` Outstanding Accounting Educator Award ` Outstanding CPA in Business & Industry Award These awards were created to honor and show the Society’s appreciation of those members who have given unselfishly to their communities, to their businesses, and to the accounting profession or to academia. Selection of the award recipients is determined by a special Awards Selection Committee that consists of the Society’s current chairman, immediate past chairman, and three members appointed by the chairman, with final approval made by the Society Board of Directors. Nominations should be received by November 12. The awards are presented in the following year at the Society’s Annual Meeting. It is at the discretion of the Awards Selection Committee and the Society Board as to which, if any, awards will be presented each year. Nominations not selected will remain in an active file for at least three years. Every day, Nebraska CPAs are performing many unheralded services for their community, for their profession, and for Nebraska. Consider some of the outstanding Society members you know and make a nomination today at nescpa.org/about/awards. NOMINATE A DESERVING CPA TODAY! CPE CATALOG AND MEMBER GUIDE 33 Society Overview
Promoting the Profession Social Networking The Society participates in the world of social media to help build online connections with our members and the general public. Social media allows the Society to reach people we wouldn’t otherwise reach, to promote the CPA profession and the positive role CPAs play in our state and communities, and to magnify the voice of the CPA profession. ` Facebook: facebook.com/NebraskaCPAs ` Instagram: instagram.com/nebraskacpas ` LinkedIn: linkedin.com/company/nebraska-society-of-cpas ` X: x.com/NebraskaCPAs Responding to the Media The Society is at times called upon by the media to respond to accounting and business issues. Interviews by Society officers help ensure the profession is represented and contribute to a better understanding of accounting and business issues. These interviews give the Society an opportunity to enhance the image of CPAs by stressing the roles they play within their communities and the state. Promoting the Profession Through presentations, career fairs, and participation in related efforts, the Society addresses long-term workforce needs by introducing Nebraska high school and college students to the diverse opportunities available in the accounting profession. In 2025, the Society and Foundation worked with redthread, a Lincoln, Neb.,-based creative marketing and ad agency, to develop a microsite, video, and digital ads to influence students (and their parents) to consider accounting as a career. NESCPA 2026 34 Society Overview
Member Discounts & Special Pricing Through the Nebraska Society of CPAs’ Member Benefits Program, the Society works to identify and align member needs and priorities with trusted organizations, known as Business Solution Providers, that are service-oriented and have a proven track record of success. ` Obtain affordable life insurance through the AICPA. ` Access a portfolio of personal and professional insurance products, including health insurance, accountants professional liability insurance, cyber liability insurance, long-term care insurance, Medicare plans, and pet insurance through AMBA. ` Connect with clients, elevate your brand, and journey into a new domain with increased trust, security, and verification through a new .CPA web address. ` Recruit top-notch employees at the Society’s online Careers Center at nescpa.org/ careers or through classified advertising in the Nebraska CPA journal. ` Make billing easier and get paid faster with 8am™ CPACharge, a professional online payment solution developed specifically for CPA firms. ` Take advantage of special flat-rate shipping and produce marketing materials online with UPS. ` And more to come! Visit nescpa.org/about/benefits for a complete list of Society programs. Great Value For Your Dues Dollars In addition, dues for members of the Nebraska Society of CPAs are among the lowest in the nation compared to other state societies. Membership dues are billed annually in April. CPE CATALOG AND MEMBER GUIDE 35 Society Overview
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