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What’s Inside QUICK LOOK NESCPAataGlance .................................7 VolunteertoMakeaDifference ...........................9 WhyJoinNebraskaSocietyofCPAs? . . . . . . . . . . . . . . . . . . . . . . . 10 EducationYourWay ................................11 AdvocatingforYou.................................13 2025 CONFERENCES 2025Conferences.................................14 Sponsorship & Exhibit Opportunities . . . . . . . . . . . . . . . . . . . . . . . 15 EVERYTHING CPE AboutCPE.....................................16 2025 COURSE CALENDAR CPE/Conference Registration Form . . . . . . . . . . . . . . . . . . . . . . . . 20 CourseLocations ................................. 20 NESCPA2025CourseCalendar ..........................21 SOCIETY OVERVIEW FromtheBeginning ................................ 34 FocusedontheFuture...............................36 VolunteerCPAsServeasDrivingForce . . . . . . . . . . . . . . . . . . . . . . 37 Legislative Representation Is a Priority . . . . . . . . . . . . . . . . . . . . . . 38 SupportingthePoliticalProcess. . . . . . . . . . . . . . . . . . . . . . . . . . 39 EducatingNebraska’sCPAs............................ 40 NESCPA 2025 4 Table of Contents
Sharing Ideas ...................................41 ScholarshipsGrowtheCPAPipeline . . . . . . . . . . . . . . . . . . . . . . . . 42 Recognizing Service to the Profession & to Nebraska . . . . . . . . . . . . . . . 43 PromotingtheProfession .............................44 MemberDiscounts&SpecialPricing . . . . . . . . . . . . . . . . . . . . . . . 45 SOCIETY LEADERSHIP NESCPABoardofDirectors............................ 46 SocietyPastPresidents&Chairmen . . . . . . . . . . . . . . . . . . . . . . . . 47 AccountingCareersCommittee . . . . . . . . . . . . . . . . . . . . . . . . . .48 Business&IndustryCommittee . . . . . . . . . . . . . . . . . . . . . . . . . .49 CPECommittee.................................. 50 EthicsCommittee .................................51 Political Education Committee Board of Trustees . . . . . . . . . . . . . . . . . 51 FallConferenceCommittee ............................52 Governmental Accounting & Auditing Committee . . . . . . . . . . . . . . . . . 53 Not-For-ProfitCommittee.............................54 PublicPolicyCommittee..............................55 TaxationCommittee................................56 WomeninAccountingCommittee . . . . . . . . . . . . . . . . . . . . . . . . .58 FoundationBoardofTrustees ...........................59 SocietyAwardRecipients .............................60 ApplicationforAwardNomination . . . . . . . . . . . . . . . . . . . . . . . . . 64 STAFF DIRECTORY Nebraska Society of CPAs Staff Directory . . . . . . . . . . . . . . . . . . . . . 66 AdvertiserIndex..................................66 CPE CATALOG AND MEMBER GUIDE 5 Table of Contents
Once again, The Best Lawyers in America® has recognized 46 McGrath North attorneys in the full range of specialty practice areas key to supporting businesses of all sizes across a broad range of industries, and 27 attorneys have been recognized for 10 years or more! McGrath North invests time, energy and resources to build a culture of professional excellence and integrity that produces results for our clients to make lives better. SEE THINGS DIFFERENTLY. Collaborating with companies and CPA firms on: State Tax Audits State Tax Appeals State Tax Planning State Tax Incentives State Business Incentives Site Development Incentives Property Tax Appeals Nick Niemann, JD State & Local Tax & Incentives Attorney Partner, McGrath North (402) 633-1489 nniemann@mcgrathnorth.com www.mcgrathnorth.com www.nebraskastatetax.com www.nebraskaincentives.com Matt Ottemann, JD, LLM State & Local Tax & Incentives Attorney Partner, McGrath North (402) 633-9571 mottemann@mcgrathnorth.com INSPIRED BY EXCELLENCE. COMMITTED TO SUCCESS.
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 2,689 members as of March 1, 2025. ` Society members are employed by 900 organizations located in 144 Nebraska communities. ` Members reside in 32 different states and the Czech Republic. ` Approximately 140 volunteers serve each year on the Society’s boards and committees. ` The Society offered 11,225 Continuing Professional Education (CPE) courses and conferences in 2024. ` A total of 3,108 registrants attended CPE through the Society in 2024. ` The Society has a staff of four full-time employees. QUICK LOOK CPE CATALOG AND MEMBER GUIDE 7
Imagine... a chair without a desk Delivering Results -One Practice At a time Scan Here Trent Holmes Trent@APS.net 800-397-0249 www.APS.net Imagine... a chair without a desk Delivering Results -One Practice At a time Scan Here Trent Holmes Trent@APS.net 800-397-0249 www.APS.net
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! CPE CATALOG AND MEMBER GUIDE 9 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! NESCPA 2025 Quick Look 10
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 tax to cybersecurity, technical skills to management, communications to ethics, and more. CONFERENCES Whether you work in audit, tax, not-for-profit, government, business, or industry, 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. CPE CATALOG AND MEMBER GUIDE 11 Quick Look
1700 Farnam Street, Suite 1500 Omaha, NE 68102 www.bairdholm.com BH BairdHolm attorneys at law llp HANNAH FISCHER FREY, J.D., LL.M. 402.636.8345 hfrey@bairdholm.com JESSE D. SITZ, J.D. 402.636.8250 jsitz@bairdholm.com PARTNERS YOU CAN COUNT ON Business succession and exit planning Tax planning in mergers, acquisitions, and reorganizations Partnership taxation structuring and compliance Tax credits, tax incentives, and alternative financing Section 1031 exchanges Wealth transfer planning, including estate and gift taxation Nonprofit exemption applications and compliance Audit response and representation before the IRS, state, and local authorities
Advocating for You Fighting for the Profession FAQs ABOUT THE NESCPA POLITICAL EDUCATION COMMITTEE 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. The PEC helps ensure CPAs have a voice in state government. 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 13 Quick Look
2025 Conferences Position Yourself for Success! TECHNOLOGY CONFERENCE 9June 9-10 | 16 CPE | Multistate Live Webcast INSURANCE INDUSTRY CONFERENCE 9June 18 | 8 CPE | Multistate Live Webcast NOT-FOR-PROFIT & GOVERNMENTAL ACCOUNTING CONFERENCE 9June 25-26 | 16 CPE/2 Ethics | Innovation Campus, Lincoln ABCs OF BUSINESS HAPPY HOUR 9June 25 | Barred Owl, Scarlet Hotel, Innovation Campus, Lincoln ARTIFICIAL INTELLIGENCE CONFERENCE 9June 30 | 8 CPE | Multistate Live Webcast AUDITS OF SCHOOL DISTRICTS COURSE 9July 9 | 8 CPE | Grand Island WOMEN IN ACCOUNTING SUMMIT 9Aug. 27 | 6 CPE | Riverview Lodge, Mahoney State Park, Ashland MEMBER APPRECIATION DAY 9Sept. 25 | 7 Free CPE | Live Webcast FALL CONFERENCE & ANNUAL MEETING 9Nov. 5-6 | 16 CPE/2 Ethics | Riverview Lodge, Mahoney State Park, Ashland ARTIFICIAL INTELLIGENCE CONFERENCE 9Nov. 7 | 8 CPE | Multistate Live Webcast EXCEL CONFERENCE 9Dec. 3 | 8 CPE | Multistate Live Webcast TAX UPDATE FOR INDIVIDUALS & BUSINESSES 9Dec. 8-9 | 16 CPE | The Lodge at Mahoney State Park, Ashland Learn more and register at nescpa.org/cpe. NESCPA 2025 14 2025 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) 476-8424 or kelly@nescpa.org. CPE CATALOG AND MEMBER GUIDE 15 2025 Conferences
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. https://nescpa.org/cpe NESCPA 2025 16 Everything CPE
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. 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. If efficiency and time savings are your priorities in financial management, the team at UBT can help. We have experts in automated money management tools (like Jan), personal guides to the best banking products and services* (like Katie), retirement plan reviewers who can ensure your plan is maximized (like Stacy), and financial advisors to make your own money work for you (like Sam). The all-in-one team for your banking needs ubt.com/CPA Investment products: Not FDIC Insured—No Bank Guarantee—May Lose Value *Member FDIC Stacy Sam Jan Katie CPE CATALOG AND MEMBER GUIDE 17 Everything CPE
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. 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. 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. NESCPA 2025 18 Everything CPE
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. CPE CATALOG AND MEMBER GUIDE 19 Everything CPE
CPE/Conference Registration Form To register for any of the following courses: DOWNLOAD THE PRINTABLE FORM https://tinyurl.com/eventscpa REGISTER ONLINE https://nescpa.org/cpe Course Locations 2025 courses have been scheduled at the following locations and facilities. You will find the location for each course at nescpa.org/cpe. ASHLAND 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 SpringHill Suites 3604 Prairieview Street Grand Island, NE 68803 (308) 403-0700 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 Nebraska Society of CPAs 7435 O Street, Suite 100 Lincoln, NE 68510 (402) 476-8482 The Scarlet Hotel 2101 Transformation Drive Lincoln, NE 68508 (531) 300-6300 NESCPA 2025 20 2025 Course Calendar
Webcast On-Location NESCPA 2025 Course Calendar Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee JUNE 2025 2-5 AHI Staff Training: Management & Leadership Essentials Training (Level 4) 25AHI9 | AHI Associates | Webcast 24 $794 5 AI Unboxed: Financial Statement Analysis With AI 2517-3 | Minnesota Society of CPAs | Webcast 1.5 $75 9-10 K2’s Technology Conference 2508 | Iowa Society of CPAs | Webcast 16 $535 10 Nonprofit Accounting & Financial Reporting 2523 | Nebraska Society of CPAs | NESCPA Office, Lincoln 8 $334 10 Understanding Form 990 & Its Preparation Prerequisites 2524 | Minnesota Society of CPAs | Webcast 2 $99 11 Governmental Accounting & Auditing Update 2525 | Nebraska Society of CPAs | NESCPA Office, Lincoln 8 $334 12 AI Unboxed: Using AI to Research & Report 2517-4 | Minnesota Society of CPAs | Webcast 1.5 $75 16 Multistate Tax Trends: Interstate Insights & Regional Perspectives 2526 | Nebraska Society of CPAs | Webcast 4 $220 17 Business Intelligence, Featuring Microsoft’s Power BI Tools 2506-10 | K2 Enterprises | Webcast 8 $324 17 Not Just Your Everyday FASB Update 25MW06 | Van Der Aa Tax Ed | Webcast 4 $234 17 Annual Update for CFOs, Controllers & Finance Managers: Driving Business Value 25MW07 | AICPA | Webcast 4 $234 18 Insurance Industry Conference 2510 | Iowa Society of CPAs | Webcast 8/2 $335 18 Excel PivotTables for Accountants 2506-11 | K2 Enterprises | Webcast 8 $324 18 AHI Advanced Management & Leadership Essentials (Level 5 Mini Course) 25AHI10 | AHI Associates | Webcast 2 $234 19 Excel Best Practices 2506-12 | K2 Enterprises | Webcast 8 $324 23 Next-Generation Excel Reporting 2506-13 | K2 Enterprises | Webcast 8 $324 23 Mid-Year Tax Strategies: Planning for Businesses 25MW10 | Werner-Rocca | Webcast 4 $234 CPE CATALOG AND MEMBER GUIDE 21 2025 Course Calendar
23 Mid-Year Tax Strategies: Planning for Individuals 25MW11 | Werner-Rocca | Webcast 4 $234 24 Better Productivity Through Artificial Intelligence & Automation Tools 2506-14 | K2 Enterprises | Webcast 4 $204 24 Ethics & Technology 2506-15 | K2 Enterprises | Webcast 4/4 $204 24 Accounting Data Analytics 25AHI11 | AHI Associates | Webcast 2 $99 24 AI for Accountants: Practical Applications 25AHI12 | AHI Associates | Webcast 2 $99 25 K2’s QuickBooks for Accountants 2506-16 | K2 Enterprises | Webcast 8 $324 25 The Mindful CPA 25AHI13 | AHI Associates | Webcast 2 $99 25 Not-For-Profit & Governmental Accounting Conference — 1st DAY ONLY 250201 | Nebraska Society of CPAs | Nebraska Innovation Campus, Lincoln 8/2 $349 25-26 Not-For-Profit & Governmental Accounting Conference 2502 | Nebraska Society of CPAs | Nebraska Innovation Campus, Lincoln 16/2 $504 26 Understanding the “Most Common” Form 990 Schedules: A, B & O 2527 | Minnesota Society of CPAs | Webcast 2.5 $125 26 Data Analytics for Accountants & Auditors 2506-17 | K2 Enterprises | Webcast 4 $204 26 Mastering Advanced Excel Functions 2506-18 | K2 Enterprises | Webcast 4 $204 27 Technology for CPAs: Don’t Get Left Behind 2506-19 | K2 Enterprises | Webcast 8 $324 30 K2’s Artificial Intelligence Conference 2509 | Nebraska Society of CPAs | Webcast 8 $349 JULY 2025 7 Audits of School Districts 2528 | Nebraska Society of CPAs | Grand Island 8 $334 14-17 AHI Staff Training: Basic Staff Training (Level 1) 25AHI14 | AHI Associates | Webcast 24 $794 15 Microsoft 365/Office 365: All the Things You Need to Know 2506-20 | K2 Enterprises | Webcast 8 $324 16 Small Business Internal Controls, Security, and Fraud Prevention & Detection 2506-21 | K2 Enterprises | Webcast 8 $324 17 Excel Charting & Visualizations 2506-22 | K2 Enterprises | Webcast 4 $204 17 Best Word, Outlook & PowerPoint Features 2506-23 | K2 Enterprises | Webcast 4 $204 Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee NESCPA 2025 22 2025 Course Calendar
Webcast On-Location 23 AHI Advanced Management & Leadership Essentials (Level 5 Mini Course) 25AHI15 | AHI Associates | Webcast 2 $99 24 The Mindful CPA 25AHI16 | AHI Associates | Webcast 2 $99 29 K2’s Microsoft Teams 2506-24 | K2 Enterprises | Webcast 4 $204 29 Artificial Intelligence for Accounting & Financial Professionals 2506-25 | K2 Enterprises | Webcast 4 $204 29 Accounting Data Analytics 25AHI17 | AHI Associates | Webcast 2 $99 29 AI for Accountants: Practical Applications 25AHI18 | AHI Associates | Webcast 2 $99 30 Advanced QuickBooks Tips & Techniques 2506-26 | K2 Enterprises | Webcast 4 $204 30 Case Studies in Fraud & Technology Controls 2506-27 | K2 Enterprises | Webcast 4 $204 AUGUST 2025 6 Farm Tax Update 2529 | Iowa Society of CPAs | Webcast 8 $410 12 Yellow Book & Single Audits: How to Stay in Good Graces & Out of Bad Places With Your Peer Reviewer 25MW12 | Surgent | Webcast 4 $234 12 Contract Law for Accounting & Finance Professionals 25MW13 | Surgent | Webcast 2 $99 14 Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality 25MW14 | Surgent | Webcast 4 $234 14 Guide to the AICPA Quality Management Standards 25MW15 | Surgent | Webcast 2 $99 19 Fiduciary Accounting & Tax Planning for Estates & Trusts 2530 | Van Der Aa Tax Ed | Mahoney State Park Lodge, Ashland 8 $334 19 Excel Essentials for Staff Accountants 2506-28 | K2 Enterprises | Webcast 8 $324 20 Key Tax Issues for Business & Industry 2531 | Van Der Aa Tax Ed | Mahoney State Park Lodge, Ashland 8 $334 20 Excel Tips, Tricks & Techniques for Accountants 2506-29 | K2 Enterprises | Webcast 8 $324 20 Accounting & Auditing Update for Not-for-Profits 25MW16 | AICPA | Webcast 8 $334 21 Construction Industry Accounting, Financial Reporting & Contract WIP 2532 | Robert Davidson | Webcast 4 $240 21 Proper Financial Accounting for Tax-Driven Entities 2533 | Van Der Aa Tax Ed | Mahoney State Park Lodge, Ashland 8 $334 Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee CPE CATALOG AND MEMBER GUIDE 23 2025 Course Calendar
21 QuickBooks for Accountants 2506-30 | K2 Enterprises | Webcast 8 $324 21 Getting Ahead: The Art of Marketing for CPAs 25MW17 | Surgent | Webcast 2 $99 26 Women’s Leadership Series: Women’s Equality Day 2513-3 | Virginia Society of CPAs | Webcast 1 $49 27 Women in Accounting Summit 2503 | Nebraska Society of CPAs | Crete Carrier Riverview Lodge, Mahoney State Park, Ashland 6 $344 27 The Mindful CPA 25AHI19 | AHI Associates | Webcast 2 $99 28 AHI Advanced Management & Leadership Essentials (Level 5 Mini Course) 25AHI20 | AHI Associates | Webcast 2 $99 28 Artificial Intelligence for Accounting & Finance Professionals 25MW18 | Surgent | Webcast 2 $99 28 Best Practices in Not-for-Profit Accounting & Reporting 25MW19 | Surgent | Webcast 4 $234 28 The Most Critical Challenges in Not-for-Profit Accounting Today 25MW20 | Surgent | Webcast 4 $234 SEPTEMBER 2025 2-5 AHI Staff Training: Basic Staff Training (Level 1) 25AHI21 | AHI Associates | Webcast 24 $794 9 Understanding S Corporation Taxation: Shareholder Basis, AAA & Retained Earnings 25MW21 | Surgent | Webcast 2 $99 10 Understanding S Corporation Taxation: Compensation Issues & Entity-Level Taxes 25MW22 | Surgent | Webcast 2 $99 11 2025 Nonprofit Series: Bundle 2520 | Iowa Society of CPAs | Webcast 8 $316 11 Nonprofit Series: Nonprofit Tax & 990-T Update 2520-1 | Iowa Society of CPAs | Webcast 2 $134 11 Understanding S Corporation Taxation: Late S Corporation Elections, Disproportionate Distributions & Selling Shares 25MW23 | Surgent | Webcast 2 $99 15 Business Intelligence, Featuring Microsoft’s Power BI Tools 2506-31 | K2 Enterprises | Webcast 8 $324 15-18 AHI Staff Training: AHI Semi-Senior Staff Training (Level 2) 25AHI22 | AHI Associates | Webcast 24 $794 16 Case Studies in Fraud & Technology Controls 2506-32 | K2 Enterprises | Webcast 8 $324 17 Small Business Internal Controls, Security & Fraud Prevention & Detection 2506-33 | K2 Enterprises | Webcast 8 $324 Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee NESCPA 2025 24 2025 Course Calendar
Webcast On-Location 18 Understanding the Form 990 & Its Preparation Prerequisites 2534 | Minnesota Society of CPAs | Webcast 2 $99 18 Accountant’s Guide to QuickBooks Online 2506-34 | K2 Enterprises | Webcast 8 $324 18 AHI Advanced Management & Leadership Essentials (Level 5 Mini Course) 25AHI23 | AHI Associates | Webcast 2 $99 18 The Mindful CPA 25AHI24 | AHI Associates | Webcast 2 $99 19 Technology for CPAs: Don’t Get Left Behind 2506-35 | K2 Enterprises | Webcast 8 $324 22 CFO Series: Enhancing Productivity 25MW24 | The Knowledge Institute | Webcast 8 $334 23 Next-Generation Excel Reporting 2506-36 | K2 Enterprises | Webcast 8 $324 23 Accounting Data Analytics 25AHI25 | AHI Associates | Webcast 2 $99 23 AI for Accountants: Practical Applications 25AHI26 | AHI Associates | Webcast 2 $99 24 Mastering Advanced Excel Functions 2506-37 | K2 Enterprises | Webcast 4 $204 24 Implementing Internal Controls in QuickBooks Environments 2506-38 | K2 Enterprises | Webcast 4 $204 25 Membership Appreciation Day 2519 | Nebraska Society of CPAs | Webcast 7 FREE Donor Advised Funds makes giving easy and meaningful. Support the causes you love — locally and beyond — with a fund at the Omaha Community Foundation. We’re growing good, together. Generosity, Amplified » omahafoundation.org/advisors Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee CPE CATALOG AND MEMBER GUIDE 25 2025 Course Calendar
25 Understanding the “Most Common” Form 990 Schedules: A, B & O 2535 | Minnesota Society of CPAs | Webcast 2.5 $125 25 Improving Productivity With MS 365/Office 365 Cloud Applications 2506-39 | K2 Enterprises | Webcast 4 $204 25 Working Remotely: The New Normal 2506-40 | K2 Enterprises | Webcast 4 $204 25 Preparation & Compilation Engagements Under the SSARS 25MW25 | Surgent | Webcast 4 $234 26 Audit Documentation Requirements 25MW26 | Surgent | Webcast 2 $99 26 Lessons Learned From Recent Accounting Malpractice Actions 25MW27 | Surgent | Webcast 2/2 $99 29 Nonprofit Series: Avoiding Financial Pitfalls: Strengthening Your Nonprofit’s Financial Health 2520-2 | Iowa Society of CPAs | Webcast 2 $134 29 Evaluating Fraud Risk in a Financial Statement Audit 25MW28 | Surgent | Webcast 4 $234 29 Preparing & Reviewing Client-Prepared Financial Statements & General Attest Engagements 25MW29 | Surgent | Webcast 4 $234 OCTOBER 2025 8 The Mindful CPA 25AHI27 | AHI Associates | Webcast 2 $99 9 AHI Advanced Management & Leadership Essentials (Level 5 Mini Course) 25AHI28 | AHI Associates | Webcast 2 $99 20 CFO Series: Enhancing Productivity 25MW30 | The Knowledge Institute | Webcast 8 $334 20-23 AHI Staff Training: Basic Staff Training (Level 1) 25AHI29 | AHI Associates | Webcast 24 $794 21 Construction Industry Accounting, Internal Controls, Valuations & Taxation 2536 | Robert Davidson | Webcast 4 $240 21 Applying the CECL Credit Loss Standard to Non-Banking Situations 25MW31 | Surgent | Webcast 4 $234 23 Why People Make Unethical Decisions: A Deep Dive Into Biases, Pressures & Situational Factors 2520-3 | Iowa Society of CPAs | Webcast 2/2 $134 23 AHI Staff Training: Management & Leadership Essentials Training (Level 4) 25AHI30 | AHI Associates | Webcast 8 $494 23 Understanding Partnership Taxation: PTE Elections, 754 Elections & Selling a Partnership Interest 25MW32 | Surgent | Webcast 2 $99 Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee NESCPA 2025 26 2025 Course Calendar
Webcast On-Location Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee 27 Accounting & Auditing Update for the Real World 2537 | Iowa Society of CPAs | Webcast 8 $334 27 CFO Series: Preparing for Trouble 25MW33 | The Knowledge Institute | Webcast 8 $334 27-30 AHI Staff Training: Beginning In-Charge Staff Training (Level 3) 25AHI31 | AHI Associates | Webcast 24 $794 28 Preparation, Compilation & Review Update for the Local Firm 2538 | Iowa Society of CPAs | Webcast 8 $334 28 K2’s Ethics & Technology 2506-41 | K2 Enterprises | Webcast 4/4 $204 28 Top PDF Features You Should Know 2506-42 | K2 Enterprises | Webcast 4 $204 28 Accounting Data Analytics 25AHI32 | AHI Associates | Webcast 2 $99 28 AI for Accountants: Practical Applications 25AHI33 | AHI Associates | Webcast 2 $99 28 The New Workforce: New Data, New Ideas, Aging Baby Boomers 25MW34 | AICPA | Webcast 4 $234 29 Nonprofit Series: Nonprofit Accounting & Auditing Update 2520-4 | Iowa Society of CPAs | Webcast 2 $134 29 Better Productivity Through Artificial Intelligence & Automation Tools 2506-43 | K2 Enterprises | Webcast 4 $204 29 K2’s Technology Update 2506-44 | K2 Enterprises | Webcast 8 $324 CPE CATALOG AND MEMBER GUIDE 27 2025 Course Calendar
29 The Essential Multistate Tax Update 25MW35 | Surgent | Webcast 4 $234 29 Key Partnership & S Corporation Tax Planning Strategies 25MW36 | Surgent | Webcast 4 $234 30 Real World Tax Update for Individuals & Entities 2539 | Iowa Society of CPAs | Webcast 8 $334 30 K2’s Microsoft Teams 2506-45 | K2 Enterprises | Webcast 4 $204 30 Securing Your Data: Practical Tools for Protecting Information 2506-46 | K2 Enterprises | Webcast 4 $204 30 Simply Auditing Not-for-Profits Efficiently 25MW37 | Surgent | Webcast 4 $234 30 Applying the Yellow Book to a Financial Statement Audit 25MW38 | Surgent | Webcast 4 $234 NOVEMBER 2025 4 Did I Pick the Right Major? Selecting Major Programs in a Single Audit 25MW39 | Surgent | Webcast 2 $99 4 Found It! Reporting Findings in Yellow Book & Single Audits 25MW40 | Surgent | Webcast 2 $99 5-6 Fall Conference & Annual Meeting 2504 | Nebraska Society of CPAs | Crete Carrier Riverview Lodge, Mahoney State Park, Ashland 16/2 $504 6 Federal Tax Update for Business & Individual: Current Developments 2540 | The Tax U | Webcast 8 $334 10 CFO Series: Preparing for Trouble 25MW41 | The Knowledge Institute | Webcast 8 $334 11 Fraud in Single Audits 25MW42 | Surgent | Webcast 4 $234 13 Yellow Book: Staying Compliant With Government Auditing Standards 25MW43 | AICPA | Webcast 8 $334 17 Women’s Leadership Series: Women’s Entrepreneurship Day 2513-4 | Virginia Society of CPAs | Webcast 1 $49 17 IRS Tax Examinations & Hot Issues 25MW44 | Surgent | Webcast 4 $234 17 CFO Series: Doing the Right Things Right 25MW45 | The Knowledge Institute | Webcast 8/2 $334 17-20 AHI Staff Training: Management & Leadership Essentials Training (Level 4) 25AHI34 | AHI Associates | Webcast 24 $794 18 Excel Essentials for Staff Accountants 2506-47 | K2 Enterprises | Webcast 8 $324 18 The Mindful CPA 25AHI35 | AHI Associates | Webcast 2 $99 Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee NESCPA 2025 28 2025 Course Calendar
Webcast On-Location 18 Critical Issues Involving Taxation of Construction Contractors 25MW46 | Surgent | Webcast 4 $234 19 Excel Tips, Tricks & Techniques for Accountants 2506-48 | K2 Enterprises | Webcast 8 $324 19 AHI Advanced Management & Leadership Essentials (Level 5 Mini Course) 25AHI36 | AHI Associates | Webcast 2 $99 19 Small-Business Accounting, Audit & Attest Update 25MW47 | Surgent | Webcast 4 $234 19 Surgent’s Individual Tax-Planning Ideas 25MW48 | Surgent | Webcast 4 $234 19 Real Estate Taxation: Critical Considerations 25MW49 | Surgent | Webcast 4 $234 20 Advanced Excel 2506-49 | K2 Enterprises | Webcast 8 $324 24 S Corporation Taxation: Advanced Issues 25MW50 | Surgent | Webcast 4 $234 24 A Complete Tax Guide to Exit Planning 25MW51 | Surgent | Webcast 2 $99 25 Top Business Tax Planning Strategies 25MW52 | Surgent | Webcast 2 $99 25 Guide to Payroll Taxes & 1099 Issues 25MW53 | Surgent | Webcast 4 $234 DECEMBER 2025 1 Preparing Individual Tax Returns for New Staff & Paraprofessionals 2541 | Surgent | Webcast 8 $334 1 AI-Driven Ethics & Data Analytics: A Roadmap for Accountants 25MW54 | Surgent | Webcast 4/4 $234 1 Surgent’s Individual Income Tax Update 25MW55 | Surgent | Webcast 4 $234 8-9 Two-Day Federal Tax Update: Individual & Business 2550 | The Tax U | Mahoney State Park Lodge, Ashland 16 $535 8-11 AHI Staff Training: Advanced Management & Leadership Essentials (Level 5) 25AHI37 | AHI Associates | Webcast 16 $674 9 Excel Essentials for Staff Accountants 2506-50 | K2 Enterprises | Webcast 8 $324 10 Technology for CPAs: Don’t Get Left Behind 2506-51 | K2 Enterprises | Webcast 8 $324 10 AHI Advanced Management & Leadership Essentials (Level 5 Mini Course) 25AHI38 | AHI Associates | Webcast 2 $99 11 This Year’s Best Income Tax, Estate Tax & Financial-Planning Ideas 2542 | Surgent | Webcast 8 $334 Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee CPE CATALOG AND MEMBER GUIDE 29 2025 Course Calendar
12 Tax Forms Boot Camp: LLCs, Partnerships & S Corporations 2543 | Surgent | Webcast 8 $334 15 Governmental Accounting & Auditing Update 2544 | Nebraska Society of CPAs | NESCPA Office, Lincoln 8 $334 15 Fiduciary Income Tax Returns: Form 1041 Workshop With Filled-In Forms 2545 | Surgent | Webcast 8 $334 15 CFO Series: Doing the Right Things Right 25MW56 | The Knowledge Institute | Webcast 8/2 $334 16 The New 2024 Yellow Book: Government Auditing Standards 2546 | Nebraska Society of CPAs | NESCPA Office, Lincoln 8 $334 16 Microsoft 365/Office 365: All the Things You Need to Know 2506-52 | K2 Enterprises | Webcast 8 $324 16 Accounting Data Analytics 25AHI39 | AHI Associates | Webcast 2 $99 16 AI for Accountants: Practical Applications 25AHI40 | AHI Associates | Webcast 2 $99 17 Next-Generation Excel Reporting 2506-53 | K2 Enterprises | Webcast 8 $324 17 The Mindful CPA 25AHI41 | AHI Associates | Webcast 2 $99 17 Current Issues in Accounting & Auditing: An Annual Update 25MW57 | Surgent | Webcast 4 $234 17 Maximizing Your Social Security Benefits 25MW58 | Surgent | Webcast 4 $234 17 Surgent’s S Corporation, Partnership & LLC Tax Update 25MW59 | Surgent | Webcast 4 $234 17 Preparation, Compilation & Review Engagements: Update & Review 25MW60 | AICPA | Webcast 4 $234 18 Federal Tax Update for Business & Individual 2547 | Van Der Aa Tax Ed | Courtyard By Marriott, Lincoln 8 $334 18 Accountant’s Guide to QuickBooks Online 2506-54 | K2 Enterprises | Webcast 8 $324 18 Ethical Considerations for CPAs 25MW61 | Surgent | Webcast 4/4 $234 18 Employer’s Handbook: Health Care, Retirement & Fringe Benefit Tax Issues 25MW62 | Surgent | Webcast 4 $234 18 Annual FASB Update & Review 25MW63 | Surgent | Webcast 4 $234 19 Federal Tax Update for Business & Individual 2548 | Van Der Aa Tax Ed | SpringHill Suites by Marriott, Grand Island 8 $334 19 Financial Statement Disclosures: A Guide for Small & Medium-Sized Businesses 25MW64 | Surgent | Webcast 4 $234 Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee NESCPA 2025 30 2025 Course Calendar
Webcast On-Location 19 Securing a Comfortable Retirement 25MW65 | Surgent | Webcast 4 $234 19 Unlocking AI: Fundamentals & Generative AI for Accountants 25MW66 | Surgent | Webcast 4 $234 22 CFO Series: Minding the GAAP 25MW67 | The Knowledge Institute | Webcast 8 $334 29 Excel PivotTables for Accountants 2506-55 | K2 Enterprises | Webcast 8 $324 30 Artificial Intelligence for Accounting & Financial Professionals 2506-56 | K2 Enterprises | Webcast 4 $204 30 Ethics & Technology 2506-57 | K2 Enterprises | Webcast 4/4 $204 JANUARY 2026 5-6 Federal Tax Update With Ron Roberson 25MW68 | TaxSpeaker | Webcast 16 $535 5-8 AHI Staff Training: Basic Staff Training (Level 1) 25AHI42 | AHI Associates | Webcast 24 $794 7 AHI Advanced Management & Leadership Essentials (Level 5 Mini Course) 25AHI43 | AHI Associates | Webcast 2 $99 8 Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know 25MW69 | Surgent | Webcast 4 $234 8 How to Effectively Represent Clients Under IRS Audit 25MW70 | Surgent | Webcast 2 $99 12 CFO Series: Minding the GAAP 25MW71 | The Knowledge Institute | Webcast 8 $334 13 Accounting Data Analytics 25AHI44 | AHI Associates | Webcast 2 $99 13 AI for Accountants: Practical Applications 25AHI45 | AHI Associates | Webcast 2 $99 14 The Mindful CPA 25AHI46 | AHI Associates | Webcast 2 $99 19 CFO Series: Leading & Reporting 25MW72 | The Knowledge Institute | Webcast 8 $334 FEBRUARY 2026 9 CFO Series: Leading & Reporting 25MW73 | The Knowledge Institute | Webcast 8 $334 Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee CPE CATALOG AND MEMBER GUIDE 31 2025 Course Calendar
Program Administered by AMBA Administrators, Inc. In CA d/b/a Association Member Benefits & Insurance Agency CA Insurance License #0I96562 | AR Insurance License #100114462 106529 (4/25) Copyright 2025 AMBA. All rights reserved. NESCPA-sponsored Accountants Professional Liability Insurance. Protect what you’ve worked so hard to achieve. To learn more and find out about a quick quote option, call 1-855-429-8943 or visit NESCPA-Insurance.org Preserve your good name. Mind your business. 106529 NESCPA Professional Liability Ad (4/25) Trim Size: 5.5” x 8.5”; Bleeds: N/A Nebraska Society of Certified Public Accountants
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. NESCPA 2025 34 Society Overview
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 Corporate Centre Office Park at 7435 O Street, Suite 100, in Lincoln. 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 35 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. NESCPA 2025 36 Society Overview
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. 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 following 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 37 Society Overview
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