2024 CPE Catalog & Member Guide

2024 CPE CATALOG & MEMBER GUIDE

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What’s Inside QUICK LOOK NESCPAataGlance.........................................6 Volunteer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 WhyJoinNebraskaSocietyofCPAs?...............................8 EducationYourWay .........................................9 AdvocatingforYou..........................................10 2024 CONFERENCES 2024Conferences..........................................11 Sponsorship&ExhibitOpportunities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 ABOUT CPE AboutCPE ...............................................13 CourseLocations...........................................17 2024 COURSE CALENDAR CPE/ConferenceRegistrationForm. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18 Nebraska Society of CPAs 2024 Course Calendar . . . . . . . . . . . . . . . . . . . . . . . 18 SOCIETY OVERVIEW FromtheBeginning..........................................29 FocusedontheFuture........................................31 VolunteerCPAsServeasDrivingForce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32 Legislative Representation & Government Relations Are a Priority . . . . . . . . . . . . .33 SupportingthePoliticalProcess..................................35 EducatingNebraska’sCPAs.....................................36 NESCPA 2024 4 Table of Contents

SharingIdeas .............................................37 ScholarshipsGrowtheCPAPipeline............................... 38 Recognizing Service to the Profession & the State of Nebraska . . . . . . . . . . . . . . .39 PromotingtheProfession......................................40 MemberDiscounts&SpecialPricing ...............................41 SOCIETY LEADERSHIP SocietyLeadershipBoardofDirectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43 SocietyPastPresidents&Chairmen...............................44 AccountingCareersCommittee..................................45 Business&IndustryCommittee ..................................46 CPECommittee............................................47 EthicsCommittee...........................................48 FallConferenceCommittee.....................................49 Governmental Accounting & Auditing Committee . . . . . . . . . . . . . . . . . . . . . . . 50 LegislationCommittee........................................51 Not-For-ProfitCommittee.....................................52 Political Education Committee Board of Trustees . . . . . . . . . . . . . . . . . . . . . . . 53 TaxationCommittee .........................................54 WomeninAccountingCommittee ................................55 FoundationBoardofTrustees ...................................56 SocietyAwardRecipients......................................57 ApplicationforAwardNomination.................................61 STAFF DIRECTORY NebraskaSocietyofCPAsStaffDirectory . . . . . . . . . . . . . . . . . . . . . . . . . . . .62 AdvertiserIndex............................................63 CPE CATALOG AND MEMBER GUIDE 5 Table of Contents

NES CPA 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 2,600 members as of April 30, 2024. ` Society members are employed by 920 organizations located in 105 Nebraska communities. ` Members reside in 24 different states and the island of Guam. ` Approximately 130 volunteers serve each year on the Society’s boards and committees. ` The Society offered 8,408 Continuing Professional Education (CPE) courses and conferences in 2023. ` A total of 2,298 registrants attended CPE through the Society in 2023. ` The Society has a staff of four full-time employees. NESCPA 2024 6 Quick Look

Volunteer YOU CAN MAKE A DIFFERENCE! Society Committees ` Accounting Careers ` Business & Industry ` Continuing Professional Education (CPE) ` Ethics ` Fall Conference ` Governmental Accounting & Auditing ` Legislation ` Not-For-Profit ` Political Education ` 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 on the left. All interested members are encouraged to volunteer! CPE CATALOG AND MEMBER GUIDE 7 Quick Look

Why Join Nebraska Society of CPAs? ADVANCE YOUR CAREER & YOUR PROFESSION THROUGH SOCIETY MEMBERSHIP. 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 2024 Quick Look 8

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! 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. OnDemand Anytime, anywhere learning provides you the convenience of starting, stopping and resuming your course work on your own schedule. Receive education your way at nescpa.org/cpe. CPE CATALOG AND MEMBER GUIDE 9 Quick Look

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. NESCPA 2024 Quick Look 10

2024 Conferences POSITION YOURSELF FOR SUCCESS! Business, Industry & Innovation Conference, with Memorial Stadium Tour ` April 24 | 6 CPE | Champions Club, Lincoln Financial Institutions Conference ` May 21 | 8 CPE | Multi-State Live Webcast Not-For-Profit & Governmental Accounting Conference ` June 17-18 | 16 CPE/2 Ethics | Innovation Campus, Lincoln ABCs of Business Happy Hour ` June 17 | The Scarlet Hotel, Innovation Campus, Lincoln Insurance Industry Conference ` June 20 | 7 CPE/1 Ethics | MultiState Live Webcast Audits of School Districts Course ` July 10 | 8 CPE/1 Ethics | Fonner Park, Grand Island Agriculture Tax & Accounting Conference ` Aug. 14 | 8 CPE | Multi-State Live Webcast Women in Accounting Summit ` Aug. 28 | 6 CPE | Riverview Lodge, Mahoney State Park, Ashland Fall Conference & Annual Meeting ` Oct. 29-30 | 16 CPE/2 Ethics | Riverview Lodge, Mahoney State Park, Ashland Tax Update for Individuals & Businesses ` Dec. 9-10 | 16 CPE | Round the Bend Ballroom, Ashland Learn more and register at nescpa.org/cpe. CPE CATALOG AND MEMBER GUIDE 11 2024 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 Nebraska Society of CPAs’ annual conferences or events. Each opportunity is designed to help your corporate message effectively reach Nebraska’s CPAs. Speaker Sponsorship—$2,000 (Minimum) ` Company logo on all event promotion emails, social media promotions, and conference materials ` Company signage will be placed at each table during the event ` Mention of your company during the conference ` Complimentary attendance for one company representative Food & Beverage Sponsorship—$1,000 ` Company logo on signage near food and beverages—choose from coffee, breakfast, lunch, snacks, or reception, if applicable ` Company logo on conference materials ` Mention of your company during the conference ` Complimentary attendance for one company representative Conference Exhibitor—$750 ` Company logo on conference materials ` Tabletop display area ` Opportunity to provide giveaways to attendees Other Sponsorships—$500 ` Charging Station or Candy Station Sponsorship ` Company logo on signage at Station ` Mention of your company during the conference Become a Conference Exhibitor or Sponsor today by contacting Society Vice President Kelly Ebert at (402) 476-8482 or kelly@nescpa.org. NESCPA 2024 12 2024 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. Three 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 FAX a completed registration form with credit card information to the Society at (402) 476-8731. 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. ABOUT CPE www.nescpa.org/cpe CPE CATALOG AND MEMBER GUIDE 13

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 cancelled 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. NESCPA 2024 14 About 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 under the CPE menu. 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 15 About 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. NESCPA 2024 16 About CPE

Course Locations 2024 courses have been scheduled at the following locations and facilities. You will find the location for each course at nescpa.org/cpe. 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 Fonner Park Convention Center 700 East Stolley Park Road Grand Island, NE 68801 (308) 382-4515 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 South Sioux City South Sioux City Marriott Riverfront 385 East 4th Street South Sioux City, NE 68776 (402) 494-4000 CPE CATALOG AND MEMBER GUIDE 17 About CPE

Nebraska Society of CPAs 2024 Course Calendar Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee MAY 2024 7 Excel Essentials for Staff Accountants 2411-1 | K2 Enterprises | Webcast 8 $324 8 Excel Tips, Tricks & Techniques for Accountants 2411-2 | K2 Enterprises | Webcast 8 $324 9 Advanced Excel 2411-3 | K2 Enterprises | Webcast 8 $324 13 Governmental Accounting & Auditing Update 2412 | Nebraska Society of CPAs | NESCPA Office, Lincoln 8 $324 13-16 Level II: Semi-Senior Staff Training 24AHI2 | AHI | Webcast 24 $794 14 Nonprofit Accounting & Financial Reporting 2413 | Nebraska Society of CPAs | NESCPA Office, Lincoln 8 $324 16 Budgeting & Forecasting Tools & Techniques 2411-4 | K2 Enterprises | Webcast 8 $324 17 Case Studies in Fraud & Technology Controls 2411-5 | K2 Enterprises | Webcast 8 $324 20-23 Level III: Beginning in Charge Training 24AHI3 | AHI | Webcast 24 $794 21 Financial Institutions Conference 2414 | Iowa Society of CPAs | Webcast 21 Current Issues in Accounting & Auditing: An Annual Update 24MW01 | Surgent | Webcast 4 $204 CPE/Conference Registration Form To register for any of the following courses: Download the Printable Form https://tinyurl.com/eventscpa Register Online https://www.nescpa.org/cpe NESCPA 2024 18 2024 Course Calendar

Webcast On-Location 21 Technology Trends & Hot Topics Impacting the Accounting Profession 24MW02 | Surgent | Webcast 4 $204 22 Artificial Intelligence for Accounting & Finance Professionals 24MW03 | Surgent | Webcast 2 $98 22 Guide to the Corporate Transparency Act for Accounting & Finance Professionals 24MW04 | Surgent | Webcast 2 $98 28 AI & Data Analytics for Auditing: The Big Picture 24AHI4 | AHI | Webcast 2 $98 28 Level V: Advanced Management & Leadership Essentials 24AHI5 | AHI | Webcast 2 $98 30 Accounting Data Analytics 24AHI6 | AHI | Webcast 2 $98 JUNE 2024 3-6 Level V: Advanced Management & Leadership Essentials 24AHI7 | AHI | Webcast 16 $674 6 Level IV: Management & Leadership Essentials Training 24AHI8 | AHI | Webcast 8 $494 13-14 K2’s 2024 Standard Technology Conference 2409 | Nebraska Society of CPAs | Webcast 16 $504 14 CFO/Controller’s Roadmap to Success: Integrated Planning, Forecasting & Budgeting 2416 | Surgent | Webcast 8 $324 17 Not-For-Profit & Governmental Accounting Conference - 1st DAY ONLY 240301 | Nebraska Society of CPAs | Innovation Campus, Lincoln 8/2 $349 17-18 Not-For-Profit & Governmental Accounting Conference 2403 | Nebraska Society of CPAs | Innovation Campus, Lincoln 16/2 $504 19 Business Intelligence, Featuring Microsoft’s Power BI Tools 2411-6 | K2 Enterprises | Webcast 8 $324 19 Performing Effective & Efficient Audit Sampling & Analytical Procedures 24MW05 | Surgent | Webcast 4 $204 19 Testing & Documenting ICFR & ITGCs 24MW06 | Surgent | Webcast 4 $204 20 K2’s Accountant’s Artificial Intelligence Conference 2408 | Nebraska Society of CPAs | Webcast 8 $349 20 Insurance Industry Conference 2415 | Iowa Society of CPAs | Webcast 7/1 $335 20 Excel PivotTables for Accountants 2411-7 | K2 Enterprises | Webcast 8 $324 20 Ethical Considerations for CPAs 24MW07 | Surgent | Webcast 4/4 $204 20 Understanding Blockchain, Bitcoin & Digital Assets & Their Accounting Intricacies 24MW08 | Surgent | Webcast 2 $98 21 Excel Best Practices 2411-8 | K2 Enterprises | Webcast 8 $324 21 Complying With the Corporate Transparency Act: A Guide for Client Protection 24MW09 | Werner-Rocca | Webcast 2 $98 CPE CATALOG AND MEMBER GUIDE 19 2024 Course Calendar

Webcast On-Location 18 Best Word, Outlook & PowerPoint Features 2411-19 | K2 Enterprises | Webcast 4 $204 23 AI & Data Analytics for Auditing: The Big Picture 24AHI13 | AHI | Webcast 2 $98 23 Level V: Advanced Management & Leadership Essentials 24AHI14 | AHI | Webcast 2 $98 25 Accounting Data Analytics 24AHI15 | AHI | Webcast 2 $98 30 An Accountant’s Guide to Blockchain & Cryptocurrency 2411-20 | K2 Enterprises | Webcast 4 $204 30 Artificial Intelligence for Accounting & Financial Professionals 2411-21 | K2 Enterprises | Webcast 4 $204 31 Advanced QuickBooks Tips & Techniques 2411-22 | K2 Enterprises | Webcast 4 $204 31 Case Studies in Fraud & Technology Controls 2411-23 | K2 Enterprises | Webcast 4 $204 AUGUST 2024 8 Yellow Book: Staying Compliant With Government Auditing Standards 24MW17 | AICPA | Webcast 8 $324 14 Agriculture Tax & Accounting Conference 2407 | Nebraska Society of CPAs | Webcast 8 $409 15 Critical Issues That CPAs in Industry Will Need to Face This Year 24MW18 | Surgent | Webcast 4 $204 15 Accounting for Changes in Accounting Principles & Error Corrections 24MW19 | Surgent | Webcast 2 $98 20 Business Continuity: Best Practices for Managing the Risks 2411-24 | K2 Enterprises | Webcast 8 $324 20 Construction Industry GAAP Review & Contract WIP Reporting & Analytics 2418 | Iowa Society of CPAs | Webcast 4 $204 21 Microsoft Access: Tables, Queries & Beyond 2411-25 | K2 Enterprises | Webcast 8 $324 21 Create Reports That Matter 24MW20 | The Knowledge Institute | Webcast 8 $324 21 Key Tax Issues Facing Business & Industry 2419 | Van Der Aa Tax Ed | Round the Bend, Ashland 8 $324 22 QuickBooks for Accountants 2411-26 | K2 Enterprises | Webcast 8 $324 22 Partnership & S Corporation Essentials: Reporting Basis & More 2420 | Van Der Aa Tax Ed | Round the Bend, Ashland 8 $324 23 Year-End Tax Planning: Thinking Outside the Box 2421 | Van Der Aa Tax Ed | Round the Bend, Ashland 8 $324 26 Women’s Leadership Series: Women’s Equality Day 2410-3 | Virginia Society of CPAs | Webcast 1 $49 26 The Inflation Reduction Act’s Changes to Auto & Energy-Related Tax Credits 24MW21 | Surgent | Webcast 2 $98 CPE CATALOG AND MEMBER GUIDE 21 2024 Course Calendar

Webcast On-Location 18 Select Estate & Life Planning Issues for the Middle-Income Client 2441 | Surgent | Webcast 4 $204 18-21 Level IV: Management & Leadership Essentials Training 24AHI30 | AHI | Webcast 24 $794 19 Women’s Leadership Series: Women’s Entrepreneurship Day 2410-4 | Virginia Society of CPAs | Webcast 1 $49 19 Working Remotely: The New Normal 2411-38 | K2 Enterprises | Webcast 4 $204 19 Advanced QuickBooks Tips & Techniques 2411-39 | K2 Enterprises | Webcast 4 $204 19 Construction Contractors: Non-Revenue & Non-Lease Accounting Considerations 24MW49 | AICPA | Webcast 4 $204 19 Construction Contractors: Accounting & Financial Reporting Issues 24MW50 | Surgent | Webcast 4 $204 20 Excel Tips, Tricks & Techniques for Accountants 2411-40 | K2 Enterprises | Webcast 8 $324 21 Advanced Excel 2411-41 | K2 Enterprises | Webcast 8 $324 21 Buying & Selling a Business: Tax & Structuring Overview 24MW51 | Surgent | Webcast 4 $204 21 A Complete Tax Guide to Exit Planning 24MW52 | Surgent | Webcast 2 $98 21 Accounting Data Analytics 24AHI31 | AHI | Webcast 2 $98 22 Annual Update for Accountants & Auditors 2434 | AICPA | Webcast 8 $324 25 Section 754 Step-Up in Basis: Understanding the Tax Issues for Partnerships & LLCs 24MW53 | Surgent | Webcast 2 $98 26 Non-GAAP Financial Statement Options: Cash, Modified Cash & Tax Basis 24MW54 | Surgent | Webcast 4 $204 26 Surgent’s Individual Tax Planning Ideas 24MW55 | Surgent | Webcast 4 $204 26 AI & Data Analytics for Auditing: The Big Picture 24AHI32 | AHI | Webcast 2 $98 26 Level V: Advanced Management & Leadership Essentials 24AHI33 | AHI | Webcast 2 $98 DECEMBER 2024 2 This Year’s Best Income Tax, Estate Tax & Financial Planning Ideas 2435 | Surgent | Webcast 8 $324 4 QuickBooks for Accountants 2411-42 | K2 Enterprises | Webcast 8 $324 4 Representing a Client in an IRS Audit 24MW56 | Surgent | Webcast 3 $164 5 Small Business Internal Controls, Security & Fraud Prevention & Detection 2411-43 | K2 Enterprises | Webcast 8 $324 CPE CATALOG AND MEMBER GUIDE 25 2024 Course Calendar

5 Preparing Individual Tax Returns for New Staff & Paraprofessionals 2436 | Surgent | Webcast 8 $324 5-6 AHI Staff Training: Beginning in Charge (Level 3) 24MW57 | AHI | Webcast 16 $674 5-6 Level III: Beginning in Charge Training 24MW77 | AHI | Webcast 16 $674 6 Key Partnership & S Corporation Tax Planning Strategies 24MW58 | Surgent | Webcast 4 $204 6 Tax Loss Limitations Imposed on Individuals & Pass-Through Entities 24MW59 | Surgent | Webcast 3 $164 9 Excel Essentials for Staff Accountants 2411-44 | K2 Enterprises | Webcast 8 $324 9-10 Two-Day Federal Tax Update: Individual & Business 2406 | The Tax U | Round the Bend, Ashland 16 $535 9-12 Level V: Advanced Management & Leadership Essentials 24AHI34 | AHI | Webcast 16 $674 10 Technology for CPAs: Don’t Get Left Behind 2411-45 | K2 Enterprises | Webcast 8 $324 11 Excel PivotTables for Accountants 2411-46 | K2 Enterprises | Webcast 8 $324 11 Finance & Innovation: Reinvent Your Department & Your Company 24MW60 | The Knowledge Institute | Webcast 8 $324 12 Excel Best Practices 2411-47 | K2 Enterprises | Webcast 8 $324 13 Better Productivity Through Artificial Intelligence 2411-48 | K2 Enterprises | Webcast 4 $204 13 Ethics & Technology 2411-49 | K2 Enterprises | Webcast 4 $204 16 Excel Charting & Visualizations 2411-50 | K2 Enterprises | Webcast 4 $204 16 Mastering Advanced Excel Functions 2411-51 | K2 Enterprises | Webcast 4 $204 16 Financial Statement Disclosures: A Guide for Small & Medium-Sized Businesses 24MW61 | Surgent | Webcast 4 $204 16 Securing a Comfortable Retirement 24MW62 | Surgent | Webcast 4 $204 16 Innovative Forecasting & Budgeting: Moving Beyond the Traditional Techniques 24MW63 | Surgent | Webcast 4 $204 16 S Corporation, Partnership & LLC Tax Update 24MW64 | Surgent | Webcast 4 $204 16 New Revised 2024 Yellow Book 2437 | Nebraska Society of CPAs | NESCPA Office, Lincoln 8 $324 17 Microsoft 365/Office 365: All the Things You Need to Know 2411-52 | K2 Enterprises | Webcast 8 $324 17 Current Issues in Accounting & Auditing: An Annual Update 24MW65 | Surgent | Webcast 4 $204 Date Course Name CPE/Ethics Member Course No. | Vendor | Location Credit Fee NESCPA 2024 26 2024 Course Calendar

KEEP THE BEST & BRIGHTEST IN NEBRASKA WHO ARE YOUR FUTURE STARS? 14 NEBRASKA COLLEGES & UNIVERSITIES 74 STUDENTS 2023-2024 $95,500 SCHOLARSHIPS 2023-2024 (402) 476-8482 society@nescpa.org nescpa.org/contributions Nebraska Society of CPAs Foundation 7435 O Street, Suite 100 Lincoln, NE 68510 Donate to the Foundation Today!

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. CPE CATALOG AND MEMBER GUIDE 29 Society Overview

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 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. NESCPA 2024 30 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. CPE CATALOG AND MEMBER GUIDE 31 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 ` Legislation Committee ` Not-For-Profit Committee ` Political Education Committee ` Taxation Committee ` Women in Accounting Committee NESCPA 2024 32 Society Overview

Legislative Representation & Government Relations Are a Priority The continued increase in legislative proposals affecting the CPA profession requires representation in the legislative arena. The Society’s presence at the State Capitol and its visibility on the national level are 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, Walt Radcliffe, 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 a specific impact on the CPA profession. In addition, the Society testifies at public hearings and pens letters of support and/or opposition as needed. CPE CATALOG AND MEMBER GUIDE 33 Society Overview

The Society has long played a proactive role for certified public accountants in Nebraska, sponsoring bills and defending the profession against legislation that might be detrimental from the Society’s standpoint. Nebraska was the first state to pass mandatory CPE legislation. In 1991, Nebraska became the 14th state to pass the 150-hour education requirement for new CPAs, and in 1994, the Society helped draft and support a successful effort in the Nebraska Legislature to pass the first bill in the nation allowing for the partial ownership of CPA firms by non-CPAs. In 2009, the Society helped draft and support the quick passage of “CPA Mobility” legislation, which allows licensed CPAs from other states to practice public accountancy in Nebraska without the need to obtain licensure by reciprocity, register, or pay a fee to the Nebraska Board of Public Accountancy. In 2013, the Society helped draft and support passage of “Expanded CPA Experience” legislation. In 2019, the Society worked with the State Board to draft and support passage of legislation that allows Nebraska CPA firms to create Employee Stock Ownership Plans (ESOPs). Thanks to another joint legislative effort by the Society and State Board in 2024, Nebraska CPA candidates will be able to sit for the Uniform CPA Examination after completing 120 semester hours (or 180 quarter hours) of qualifying college credit and a bachelor’s degree beginning Jan. 1, 2025. In addition, the Society successfully achieved an exemption from inclusion in Nebraska’s occupational licensing legislation in 2024 and we continue to oppose efforts that would extend Nebraska’s sales tax on professional services. 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. 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. NESCPA 2024 34 Society Overview

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