2023 CPE CATALOG & MEMBER GUIDE
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NESCPA at a Glance. 6 Volunteer . 7 Why Join? . 8 Education Your Way. 9 Fighting for the Profession . 10 2023 Conferences. 11 Sponsorship & Exhibit Opportunities . 12 About CPE . 13 Course Locations. 16 Nebraska Society of CPAs 2023 Course Calendar. 17 CPE/Conference Registration Form. 25 From the Beginning. 26 Focused on the Future. 28 Volunteer CPAs Serve as Driving Force . 29 Advocating for the Profession . 30 Educating Nebraska’s CPAs. 32 Sharing Ideas . 33 Scholarships Grow the CPA Pipeline. 34 Promoting the Profession. 35 Member Discounts & Special Pricing. 36 Recognizing Service to the Profession & Nebraska . 37 Society Award Recipients. 38 Board of Directors. 42 Society Past Presidents & Chairmen. 43 Accounting Careers Committee. 44 Business & Industry Committee. 45 CPE Committee. 46 Ethics Committee. 47 Fall Conference Committee. 47 Governmental Accounting & Auditing Committee. 48 Legislation Committee. 48 Not-For-Profit Committee . 49 Political Education Committee Board of Trustees. 50 Taxation Committee. 51 Women in Accounting Committee. 52 Foundation Board of Trustees. 53 Nebraska Society of CPAs Staff Directory. 54 2023 CPE Catalog QUICK LOOK 6 2023 CONFERENCES 11 COURSE CALENDAR 17 ABOUT CPE 13 SOCIETY OVERVIEW 26 SOCIETY LEADERSHIP 42 STAFF DIRECTORY 54 CPE Catalog & Member Guide 5 ► TABLE OF CONTENTS
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 2,550 members as of March 1, 2023. • Society members are employed by 518 firms and companies located in 101 Nebraska communities. • Members reside in 34 different states and the island of Guam. • Approximately 150 volunteers serve each year on the Society’s boards and committees. • The Society offered 7,388 Continuing Professional Education (CPE) courses in 2022. • A total of 2,526 registrants attended CPE through the Society in 2022. • The Society has a staff of four full-time employees. NESCPA at a Glance 6 QUICK LOOK ◄ Nebraska Society of CPAs
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 the Society at 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 apply! 7 ► QUICK LOOK CPE Catalog & Member Guide
Why Join? THE NEBRASKA SOCIETY OF CPAS IS A VIBRANT ORGANIZATION THAT CONTINUES TO GROW AND INNOVATE. By joining, you receive members-only perks, an exclusive publication, networking opportunities, and a whole lot of exposure for you and your organization. Get on board and see the difference! ► Learning Gain a competitive edge with professional education on all the hot topics at every stage of your career. ► Networking Meet fellow accounting professionals at Society events and meetings. ► Visibility Stand out and get noticed in your profession. ► Credibility Raise your reputation through membership and participation in the Society's boards and committees. ► 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 and regulatory efforts. ► Scholarships Help Nebraska college students, promote the CPA profession, and grow the CPA pipeline through the Society's Foundation. Contact NESCPA at (402) 476-8482 or society@nescpa.org to learn more about the benefits of membership today! 8 QUICK LOOK ◄ Nebraska Society of CPAs
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 benefit 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. ► On-Demand Anytime, anywhere learning provides you the convenience of starting, stopping, and resuming your course work on your own schedule. Receive education your way at www.nescpa.org/cpe. 9 ► QUICK LOOK CPE Catalog & Member Guide
Fighting for the Profession FREQUENTLY ASKED QUESTIONS ABOUT THE NESCPA'S 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 the 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 our 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 www.nescpa.org/advocacy/contribute. 10 QUICK LOOK ◄ Nebraska Society of CPAs
2023 Conferences MARK YOUR CALENDARS! Position yourself and your organization for success by attending one or more of the Nebraska Society of CPAs’ annual conferences. ► Business & Industry Conference April 25 | 8 CPE | Hillcrest Country Club, Lincoln ► Financial Institutions Conference May 23 | 8 CPE | Multi-State Webcast ► Technology Conference June 1-2 | 16 CPE | Multi-State Webcast ► Not-For-Profit & Governmental Accounting Conference June 14-15 | 16 CPE/2 Ethics | Innovation Campus, Lincoln ► Insurance Industry Conference June 21 | 8 CPE/1 Ethics | Multi-State Webcast ► Women in Accounting Summit Aug. 30 | 6 CPE/1 Ethics | Crete Carrier Riverview Lodge, Mahoney State Park, Ashland ► Fall Conference & Annual Meeting Oct. 30-31 | 16 CPE/2 Ethics | Crete Carrier Riverview Lodge, Mahoney State Park, Ashland Learn more and register at www.nescpa.org/cpe. 11 ► 2023 CONFERENCES CPE Catalog & Member Guide
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 in a prominent position during the event and/or speaker’s presentation • Mention of your company during the conference ► 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 ► 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. 12 2023 CONFERENCES ◄ Nebraska Society of CPAs
About CPE All of the Society’s CPE courses and conferences, along with thousands of partner webcasts, are listed at www.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 on the Course Calendar display Standard Pricing. REGISTER & PAY ONLINE at www.nescpa.org/cpe—select a course, complete the registration form, and pay with a credit card. MAIL a completed registration form found on page 25 with credit card information or a check made payable to Nebraska Society of CPAs at 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 Registrations received two days prior to an in-person event do not guarantee a reservation. Walk-ins are available only if space is available; the Society cannot guarantee space, lunch, or materials. Registration confirmations are sent by email. Be sure to review your confirmation carefully. Starting times and locations may change from what is originally published in the CPE catalog. If you do not receive an email confirmation within one week of registration, contact the Nebraska Society office immediately. Any registrant may substitute another individual for his or her registration up to the beginning of the first morning session of the course. NO SHOWS Those who register for a course and do not attend are responsible for the course fee and will receive the course e-materials. If a balance is due, the e-materials will be sent once the balance has been paid in full. www.nescpa.org/cpe 13 ► ABOUT CPE CPE Catalog & Member Guide
CANCELLATIONS The Society may cancel a course due to insufficient enrollment, inclement weather, or other circumstances beyond the Society’s control. In these cases, the amount paid may be transferred toward another course or the registrant may request a refund. If the course is canceled due to insufficient enrollment, the Society will contact each registrant at least five days prior to the course. In the case of inclement weather, the Society staff will contact each registrant as soon as possible by email or phone. All cancellations will also be posted at nescpa.org. If a registrant needs to cancel a registration, a written cancellation notice must be received in the Society office by email at society@nescpa.org. Cancellations received in the Society office 15 days or less prior to the course 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 course 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. 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 14 ABOUT CPE ◄ Nebraska Society of CPAs
downloaded for each course attended through the “My CPE Tracker” at www.nescpa.org/my-cpe. The “My CPE Tracker” also lets you download annual CPE transcripts at any time, and to include self-entered CPE courses to your transcript. 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. ELECTRONIC CPE MATERIALS The Society provides an electronic version of course materials at www.nescpa.org/my-cpe. Once e-materials 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. 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. 15 ► ABOUT CPE CPE Catalog & Member Guide
Course Locations 2023 courses have been scheduled at the following locations and facilities. You will find the location for each course at www.nescpa.org/cpe. LODGING ARRANGEMENTS Blocks of sleeping rooms at reduced rates have been reserved for select 2023 Societysponsored events on a first-come, first-served basis. Contact the hotel for lodging arrangements. Rooms will generally be released by the hotels three to four weeks prior to the course date. ► ASHLAND, NE Quarry Oaks Golf Club 16600 Quarry Oaks Drive (I-80 Exit #426) Ashland, NE 68003 (402) 944-6004 Crete Carrier Riverview Lodge Mahoney State Park 28500 West Park Highway (I-80 Exit #426) Ashland, NE 68003 (402) 944-2523 ► GRAND ISLAND, NE Ramada Midtown Conference Center 2503 South Locust Street Grand Island, NE 68801 (308) 384-1330 ► LINCOLN, NE Embassy Suites 1040 P Street Lincoln, NE 68508 (402) 474-1111 Hillcrest Country Club 9401 O Street Lincoln, NE 68527 (402) 489-7111 Staybridge Suites - Lodging Only 1501 North 86th Street Lincoln, NE 68505 (402) 484-6000 Nebraska Innovation Campus Conference Center 2021 Transformation Drive Lincoln, NE 68508 (402) 472-8937 The Scarlet Hotel - Lodging Only 2101 Transformation Drive Lincoln, NE 68508 (531) 300-6300 ► OMAHA, NE University of Nebraska at Omaha Thompson Alumni Center 6705 Dodge Street Omaha, NE 68182 (402) 554-2444 ► SCOTTSBLUFF, NE Hampton Inn 301 West Highway 26 Scottsbluff, NE 69361 (308) 635-5200 16 ABOUT CPE ◄ Nebraska Society of CPAs
Nebraska Society of CPAs 2023 Course Calendar Date Course Name CPE/Ethics Member Course No. / Vendor / Location Credit Fee MAY 2023 8 Advanced Excel 2304-1 / K2 / Webcast 4 $ 195 8-11 AHI Staff Training: Semi-Senior 2305-1 / AHI / Webcast 24 $ 785 9 Business Intelligence, Featuring Microsoft’s Power BI Tools 2304-2 / K2 / Webcast 8 $ 315 10 Excel PivotTables for Accountants 2304-3 / K2 / Webcast 4 $ 195 15 New Revised 2018 Yellow Book 2309 / Paul H. Koehler CPA / Lincoln 8 $ 315 15-18 AHI Staff Training: Beginning In-Charge 2305-2 / AHI / Webcast 24 $ 785 15 Women’s Leadership Series: How to Manage Your Time as a Busy Professional Woman 2303-2 / VSCPA / Webcast 1 $ 49 16 Nonprofit Accounting & Financial Reporting 2310 / Paul H. Koehler CPA / Lincoln 8 $ 315 18 Biggest Security & Privacy Concerns 2304-4 / K2 / Webcast 4 $ 195 18 Advanced QuickBooks Tips & Techniques 2304-5 / K2 / Webcast 4 $ 195 19 Best Word, Outlook & PowerPoint Features 2304-6 / K2 / Webcast 4 $ 195 19 Data Analytics for Accountants & Auditors 2304-7 / K2 / Webcast 4 $ 195 22-25 Management & Leadership Essentials 2305-3 / AHI / Webcast 24 $ 785 23 Financial Institutions Conference 2311 / ISCPA / Webcast 8 $ 320 Webcast On Location 17 ► COURSE CALENDAR CPE Catalog & Member Guide
30 Advanced Management & Leadership Essentials 2305-4 / AHI / Webcast 2 $ 89 JUNE 2023 1-2 Multi-State Technology Conference 2306 / K2 / Webcast 16 $ 490 1 Management & Leadership Essentials 2305-5 / AHI / Webcast 8 $ 315 5-8 Advanced Management & Leadership Essentials 2305-6 / AHI / Webcast 16 $ 665 8 Auditing Financial Statements of ERISA Plans 23MW01 / AICPA / Webcast 4 $ 195 8 Conducting a Remote Audit 23MW02 / AICPA / Webcast 4 $ 195 12 Excel Best Practices 2304-8 / K2 / Webcast 8 $ 315 13 Excel Essentials for Staff Accountants 2304-9 / K2 / Webcast 8 $ 315 14-15 Not-For-Profit & Governmental Accounting Conference 2304 / NESCPA / Lincoln 16/2 $ 495 14 Case Studies in Fraud & Technology Controls 2304-10 / K2 / Webcast 8 $ 315 19 2023 Mid-Year Individual Tax Update 23MW03 / Werner-Rocca / Webcast 4 $ 195 19 2023 Mid-Year Business Tax Update 23MW04 / Werner-Rocca / Webcast 4 $ 195 20 Ethics: The Role of You 2312 / HRD Initiatives / Webcast 4/4 $ 195 21 Controller/CFO Update: Hot Topics Facing Today’s Financial Professional 23MW05 / Surgent / Webcast 4 $ 195 21 Insurance Industry Conference 2313 / ISCPA / Webcast 7/1 $ 320 21 Excel Tips, Tricks & Techniques for Accountants 2304-11 / K2 / Webcast 4 $ 195 22 Project Management: Tips, Tricks & Traps 23MW06 / Surgent / Webcast 4 $ 195 22 Microsoft Office 365: All the Things You Need to Know 2304-12 / K2 / Webcast 8 $ 315 23 Microsoft Access: Tables, Queries & Beyond 2304-13 / K2 / Webcast 8 $ 315 27 Form 990: Best Practices for Accurate Preparation 23MW07 / AICPA / Webcast 8 $ 315 27 Integrated Planning, Forecasting & Budgeting for Organizational Success 23MW08 / Surgent / Webcast 4 $ 195 27 Advanced Management & Leadership Essentials 2305-7 / AHI / Webcast 2 $ 89 28 Financial Statement Disclosures: A Guide for Small & Medium-Sized Businesses 23MW09 / Surgent / Webcast 4 $ 195 28 An Accountant’s Guide to Blockchain & Cryptocurrency 2304-14 / K2 / Webcast 4 $ 195 Webcast On Location 18 COURSE CALENDAR ◄ Nebraska Society of CPAs
28 Guide & Update to Compilations, Reviews & Preparations 23MW10 / Surgent / Webcast 4 $ 195 28 Artificial Intelligence for Accounting & Financial Professionals 2304-15 / K2 / Webcast 4 $ 195 29 Gaining a Competitive Advantage: Critical Skills for CFOs & Controllers 23MW11 / Surgent / Webcast 4 $ 195 29 Working Remotely: The New Normal 2304-17 / K2 / Webcast 4 $ 195 29 Emerging Technologies, Including Blockchain & Cryptocurrencies 2304-16 / K2 / Webcast 4 $ 195 30 Ethics & Technology 2304-18 / K2 / Webcast 4/4 $ 195 30 Everything Google! Their Most Effective Tools, Apps & Services 2304-19 / K2 / Webcast 4 $ 195 JULY 2023 10-13 AHI Staff Training: Basic 2305-8 / AHI / Webcast 24 $ 785 11 Audits of School Districts 2314 / NESCPA / Grand Island 8 $ 315 17 Next Generation Excel Reporting 2304-20 / K2 / Webcast 8 $ 315 18 Farm Tax Update 23MW12 / CliftonLarsonAllen / Webcast 8 $ 315 18 Paperless Office 2304-21 / K2 / Webcast 8 $ 315 25 Common Lessee Issues 2315 / Real World Seminars / Webcast 4 $ 195 25 A First Look at the New Quality Management Standards 2316 / Real World Seminars / Webcast 2 $ 89 25 Advanced Management & Leadership Essentials 2305-9 / AHI / Webcast 2 $ 89 25 Current Expected Credit Loss (CECL) Model 2317 / Real World Seminars / Webcast 2 $ 89 26 Excel Charting & Visualizations 2304-22 / K2 / Webcast 4 $ 195 26 Hands-On With QuickBooks Online Accountant for Public Accounting 2304-23 / K2 / Webcast 4 $ 195 27 Mastering Advanced Excel Functions 2304-25 / K2 / Webcast 4 $ 195 27 Improving Productivity With Microsoft 365/Office 365 Cloud Applications 2304-24 / K2 / Webcast 4 $ 195 28 Testing & Auditing Excel Workbooks 2304-27 / K2 / Webcast 4 $ 195 28 Introduction to Excel Macros 2304-26 / K2 / Webcast 4 $ 195 AUGUST 2023 2 Maximizing Your Social Security Benefits 2318 / Surgent / Scottsbluff 4 $ 195 2 Ethical Considerations for CPAs 2319 / Surgent / Scottsbluff 4/4 $ 195 Webcast On Location 19 ► COURSE CALENDAR CPE Catalog & Member Guide
3 Individual Income Tax Update 2320 / Surgent / Scottsbluff 4 $ 195 3 S Corporation, Partnership & LLC Tax Update 2321 / Surgent / Scottsbluff 4 $ 195 9 Farm Tax Update 2322 / Paul Neiffer CPA / Webcast 8 $ 399 10 Construction Accounting & Financial Reporting Update 2323 / Robert A. Davison CPA / Webcast 3 $ 155 14 What Tax Practitioners Need to Know About Medicare 23MW13 / Surgent / Webcast 2 $ 89 14 Strategies for Maximizing Social Security Benefits 23MW14 / Surgent / Webcast 2 $ 89 16 Acquisitions to Grow the Business 23MW15 / Knowledge Institute / Webcast 8 $ 315 16 Partnership & S Corporation Essentials: Reporting Basis 2324 / Van Der Aa Tax Ed / Omaha 8 $ 315 16 QuickBooks for Accountants 2304-28 / K2 / Webcast 4 $ 195 17 Fiduciary Accounting & Tax Preparation for Estates & Trusts 2325 / Van Der Aa Tax Ed / Omaha 8 $ 315 17 Small Business Internal Controls, Security & Fraud Prevention & Detection 2304-29 / K2 / Webcast 8 $ 315 17 Management & Leadership Essentials 2305-10 / AHI / Webcast 8 $ 315 18 Year-End Tax Planning: Thinking Outside the Box 2326 / Van Der Aa Tax Ed / Omaha 8 $ 315 18 Technology for CPAs: Don’t Get Left Behind 2304-30 / K2 / Webcast 8 $ 315 22 Small-Business Accounting, Audit & Attest Update 23MW16 / Surgent / Webcast 4 $ 195 25 Women’s Leadership Series: Every Womxn! 2303-3 / VSCPA / Webcast 1 $ 49 28 Multistate Income Tax Issues 23MW17 / Surgent / Webcast 4 $ 195 28 The Essential Multistate Tax Update 23MW18 / Surgent / Webcast 4 $ 195 29 Advanced Management & Leadership Essentials 2305-11 / AHI / Webcast 2 $ 89 30 Women in Accounting Summit 2307 / NESCPA / Ashland 6/1 $ 335 SEPTEMBER 2023 5-8 AHI Staff Training: Basic 2305-12 / AHI / Webcast 24 $ 785 6 Governmental Accounting & Auditing Update 2327 / AICPA / Webcast 8 $ 315 8 Innovative Forecasting & Budgeting: Moving Beyond the Traditional Techniques 2328 / Surgent / Webcast 4 $ 195 11 Advanced Controller & CFO Skills 2329 / AICPA / Webcast 8 $ 315 Webcast On Location 20 COURSE CALENDAR ◄ Nebraska Society of CPAs
12 2023 Nonprofit Series: Single Audit Update 2330 / Galasso Learning / Webcast 2 $ 89 15 The Tactical CFO 23MW19 / Knowledge Institute / Webcast 8 $ 315 18-21 AHI Staff Training: Semi-Senior 2305-13 / AHI / Webcast 24 $ 785 21 Governmental & Not-For-Profit Accounting & Auditing 23MW20 / AICPA / Webcast 4 $ 195 21 Financial Reporting Implications of the COVID-19 Pandemic 23MW21 / Surgent / Webcast 4 $ 195 22 Top Individual Tax Planning Strategies 23MW22 / Surgent / Webcast 2 $ 89 22 Mastering Basis Issues for S Corporations, Partnerships & LLCs 23MW23 / Surgent / Webcast 4 $ 195 22 Top Business Tax Planning Strategies 23MW24 / Surgent / Webcast 2 $ 89 26 Advanced Management & Leadership Essentials 2305-14 / AHI / Webcast 2 $ 89 27 2023 Nonprofit Series: NFP Financial Planning 2331 / ISCPA / Webcast 2 $ 89 29 The Most Critical Challenges in Not-for-Profit Accounting Today 23MW25 / Surgent / Webcast 4 $ 195 29 Yellow Book & Single Audits: How to Stay in Good Graces & Out of Bad Places With Your Peer Reviewer 23MW26 / Surgent / Webcast 4 $ 195 OCTOBER 2023 12 The Top Five Tax Issues in Dealing With LLCs & Partnerships 23MW27 / Surgent / Webcast 4 $ 195 17 Real Estate Taxation: Critical Considerations 2332 / Surgent / Webcast 4 $ 195 18 2023 Nonprofit Series: A&A & Tax Update 2333 / Real World Seminars / Webcast 2 $ 89 19 Accounting & Auditing Update for the Real World 2334 / Real World Seminars / Webcast 8 $ 315 19 Management & Leadership Essentials 2305-15 / AHI / Webcast 8 $ 315 19 Limited Liability Companies: Losses, Liquidations, Terminations, Continuations & Sales 23MW28 / Surgent / Webcast 4 $ 195 20 Accounting & Auditing for Small Businesses 23MW29 / AICPA / Webcast 8 $ 315 20 2023 Preparation, Compilation & Review Update for the Local Firm 2335 / Real World Seminars / Webcast 8 $ 315 23-26 AHI Staff Training: Basic 2305-16 / AHI / Webcast 24 $ 785 24 Yellow Book: Application of GAGAS Principles 23MW30 / AICPA / Webcast 4 $ 195 24 Corporate Finance Checkup 23MW31 / Knowledge Institute / Webcast 8 $ 315 24 S Corporations: Key Issues, Compliance & Tax Strategies 2336 / AICPA / Webcast 8 $ 315 Webcast On Location 21 ► COURSE CALENDAR CPE Catalog & Member Guide
24 Accounting & Auditing Update for the Real World 2337 / Real World Seminars / Webcast 8 $ 315 24 Accounting for Revenues & Expenses in a Not-for-Profit 23MW33 / AICPA / Webcast 4 $ 195 26 Interpreting the New Revenue Recognition Standard: What All CPAs Need to Know 23MW34 / AICPA / Webcast 4 $ 195 26 2023 Nonprofit Series: Planned Giving 2338 / ISCPA / Webcast 2 $ 89 26 The Bottom Line on the New Lease Accounting Requirements 23MW35 / AICPA / Webcast 4 $ 195 27 Advanced Taxation of LLCs & Partnerships 2339 / AICPA / Webcast 8 $ 315 27 Social Security & Medicare: Planning for You & Your Clients 2340 / Surgent / Webcast 8 $ 315 30-31 Fall Conference & Annual Meeting 2308 / NESCPA / Ashland 16/2 $ 495 31 Advanced Tax Planning for S Corporations 2341 / AICPA / Webcast 8 $ 315 31-2 AHI Staff Training: Beginning In-Charge 2305-17 / AHI / Webcast 24 $ 785 31 Advanced Management & Leadership Essentials 2305-18 / AHI / Webcast 2 $ 89 NOVEMBER 2023 2 Applying the Uniform Guidance in Your Single Audits 23MW36 / AICPA / Webcast 8 $ 315 2 Top 10 Questions from Partnership Clients Regarding the Section 754 Election 23MW37 / Surgent / Webcast 4 $ 195 2 Taxation of the Mobile Workforce 23MW38 / Surgent / Webcast 2 $ 89 13-16 Management & Leadership Essentials 2305-19 / AHI / Webcast 24 $ 785 14 Critical Issues Involving Taxation of Construction Contractors 23MW39 / Surgent / Webcast 4 $ 195 15 Four Most Overlooked Business Risks 23MW40 / Knowledge Institute / Webcast 8 $ 315 16 Real Frauds in Not-for-Profits 23MW41 / AICPA / Webcast 4 $ 195 16 The Complete Guide to Payroll Taxes & 1099 Issues 2342 / Surgent / Webcast 8 $ 315 16 Contract Accounting & Lease Accounting & Their Impact on Construction Contractors 23MW42 / AICPA / Webcast 2 $ 89 17 The Complete Trust Workshops 2343 / Surgent / Webcast 8 $ 315 17 Select Estate & Life Planning Issues for the Middle-Income Client 23MW43 / Surgent / Webcast 4 $ 195 20 Buying & Selling a Business: Tax & Structuring Overview 23MW44 / Surgent / Webcast 4 $ 195 20 Tax Planning for Small Businesses 2345 / AICPA / Webcast 4 $ 195 Webcast On Location 22 COURSE CALENDAR ◄ Nebraska Society of CPAs
20 Women’s Leadership Series: Celebrating Women’s Entrepreneurship Day 2303-4 / VSCPA / Webcast 1 $ 49 20 Maximizing Your Social Security Benefits 23MW45 / Surgent / Webcast 4 $ 195 21 Best Practices in Not-for-Profit Accounting & Reporting 23MW46 / Surgent / Webcast 4 $ 195 21 Understanding & Testing Control & Compliance in a Single Audit 23MW47 / Surgent / Webcast 4 $ 195 27 Employer’s Handbook: Health Care, Retirement & Fringe Benefit Tax Issues 23MW48 / Surgent / Webcast 4 $ 195 28 Construction Contractors: Auditing Considerations 23MW49 / AICPA / Webcast 4 $ 195 28 Construction Contractors: Non-Revenue & Non-Lease Accounting Considerations 23MW50 / AICPA / Webcast 4 $ 195 28 Advanced Management & Leadership Essentials 2305-20 / AHI / Webcast 2 $ 89 29 Non-GAAP Financial Statement Options: Cash, Modified Cash, & Tax Basis 23MW51 / Surgent / Webcast 4 $ 195 29 How FASB Activities Will Impact NFP Financial Reporting 23MW52 / AICPA / Webcast 2 $ 89 30 One-Day Federal Tax Update - Individual & Business 2346 / TaxSpeaker / Webcast 8 $ 315 DECEMBER 2023 1 Four Tiers of Loss Limitations: A Guide to the Rules for Pass-Through Entities 23MW53 / Surgent / Webcast 4 $ 195 4-5 Two-Day Federal Tax Update - Individual & Business 2347 / The Tax U / Omaha 16 $ 495 5 Getting Ready for Busy Season: Key Changes Every Tax Practitioner Should Know 2348 / Surgent / Webcast 4 $ 195 7 2023 Real World Tax Update for Individuals & Entities 2349 / Real World Seminars / Webcast 8 $ 315 7 Federal Tax Update 23MW66 / Surgent / Webcast 4 $ 195 8 The Strategic CFO 23MW54 / Knowledge Institute / Webcast 8 $ 315 11 Key Partnership & S Corporation Tax Planning Strategies 23MW55 / Surgent / Webcast 4 $ 195 11-14 Advanced Management & Leadership Essentials 2305-21 / AHI / Webcast 16 $ 665 11 S Corporation Taxation: Advanced Issues 23MW56 / Surgent / Webcast 4 $ 195 11 Nonprofit Accounting & Financial Reporting 2350 / Paul H. Koehler CPA / Lincoln 8 $ 315 12 Preparing Individual Tax Returns for New Staff & Paraprofessionals 2351 / Surgent / Webcast 8 $ 315 12 Governmental Accounting & Auditing Update 2352 / Paul H. Koehler CPA / Lincoln 8 $ 315 13 Tax Forms Boot Camp: LLCs, Partnerships & S Corporations 2353 / Surgent / Webcast 8 $ 315 Webcast On Location 23 ► COURSE CALENDAR CPE Catalog & Member Guide
14 S Corporation, Partnership & LLC Tax Update 23MW57 / Surgent / Webcast 4 $ 195 15 Fiduciary Income Tax Returns: Form 1041 Workshop With Filled-in Forms 2354 / Surgent / Webcast 8 $ 315 18 Ethics & Professional Conduct: Updates & Practical Application 23MW58 / AICPA / Webcast 4/4 $ 195 18 Securing a Comfortable Retirement 23MW59 / Surgent / Webcast 4 $ 195 18 Federal Tax Update for Business & Individuals 2356 / Van Der Aa Tax Ed / Lincoln 8 $ 315 18 Ethics 2355 / Webcast 2/2 $ 89 18 Preparation, Compilation & Review Engagements: Update & Review 23MW60 / AICPA / Webcast 4 $ 195 18 IRS Tax Examinations & Hot Issues 23MW61 / Surgent / Webcast 4 $ 195 19 Current Issues in Accounting & Auditing: An Annual Update 23MW62 / Surgent / Webcast 4 $ 195 19 Working Remotely: Best Practices, Challenges & Opportunities 23MW63 / Surgent / Webcast 2 $ 89 19 Federal Tax Update for Business & Individuals 2357 / Van Der Aa Tax Ed / Grand Island 8 $ 315 19 Work/Life Balance: Maximizing Productivity & Understanding Related Tax Issues 23MW64 / Surgent / Webcast 2 $ 89 19 Reviewing Partnership Tax Returns: What Are You Missing? 23MW65 / AICPA / Webcast 4 $ 195 19 Fraud Basics: Protecting the Company Till 23MW67 / Surgent / Webcast 4 $ 195 19 Advanced Management & Leadership Essentials 2305-22 / AHI / Webcast 2 $ 89 20 Reviewing Individual Tax Returns: What Are You Missing? 23MW68 / AICPA / Webcast 4 $ 195 20 Social Security & Medicare: Maximizing Retirement Benefits 23MW69 / AICPA / Webcast 4 $ 195 20 Reviewing S Corporation Tax Returns: What Are You Missing? 23MW70 / AICPA / Webcast 4 $ 195 20 Annual FASB Update & Review 23MW71 / Surgent / Webcast 4 $ 195 JANUARY 2024 8-11 AHI Staff Training: Basic 2305-23 / AHI / Webcast 24 $ 785 17 Form 1120S, 1065 & 1120 Return Review Boot Camp for New & Experienced Reviewers 23MW72 / Surgent / Webcast 8 $ 315 18 Preparing Individual Tax Returns for New Staff & Paraprofessionals 23MW73 / Surgent / Webcast 8 $ 315 Webcast On Location 24 COURSE CALENDAR ◄ Nebraska Society of CPAs
CPE/Conference Registration Form Contact Person: _ ___________________________________________________ Firm/Company: _ ___________________________________________________ Address: _ _________________________________________________________ City, State & Zip: _ __________________________________________________ Contact Phone: ( _______ ) _ __________________________________________ Contact Email: _ ____________________________________________________ Payment: Check MasterCard Visa Discover AMEX Credit/Debit Card #: _ _______________________________________________ Exp. Date: ________________ CVV Code: ______________________________ Billing Address:_ ____________________________________________________ Billing City, State & Zip: ______________________________________________ REGISTRANT #1 NAME: Email: ___________________________________ Cell:_______________ Course: ___________________________________________________________ Course #: ______________ Date: ______________ Fee: _____________ Course: ___________________________________________________________ Course #: ______________ Date: ______________ Fee: _____________ NESCPA Member NESCPA Non-member REGISTRANT #2 NAME: Email: ___________________________________ Cell:_______________ Course: ___________________________________________________________ Course #: ______________ Date: ______________ Fee: _____________ Course: ___________________________________________________________ Course #: ______________ Date: ______________ Fee: _____________ NESCPA Member NESCPA Non-member 25 ► COURSE CALENDAR CPE Catalog & Member Guide
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. 26 SOCIETY OVERVIEW ◄ Nebraska Society of CPAs
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. 27 ► SOCIETY OVERVIEW CPE Catalog & Member Guide
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. 28 SOCIETY OVERVIEW ◄ Nebraska Society of CPAs
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 Society Leadership section starting on page 44. • 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 29 ► SOCIETY OVERVIEW CPE Catalog & Member Guide
Advocating for the Profession 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 Chief Lobbyist Walt Radcliffe, along with 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. 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. Historically, the Nebraska Society has led the nation in supporting cutting-edge legislation for accountants. 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. The new law 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, and for the past 30 SOCIETY OVERVIEW ◄ Nebraska Society of CPAs
several years the Society has continued its opposition to efforts to extend Nebraska’s sales tax on professional services. In 2019, the Society helped draft and support passage of legislation that allows Nebraska CPA firms to create Employee Stock Ownership Plans (ESOPs). 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. 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. 31 ► SOCIETY OVERVIEW CPE Catalog & Member Guide
Educating Nebraska’s CPAs YOUR PARTNER FOR QUALITY EDUCATION In 1971, the Society offered only two or three educational programs each year. Today, the Society offers nearly 7,400 courses, conferences, and webcasts year-round. Attending in-person courses and conferences provides members with the opportunity to network, share best practices, and enjoy our candy station. 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 more than 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 150 CPA volunteers are selected to serve on the various Society committees and boards. 32 SOCIETY OVERVIEW ◄ Nebraska Society of CPAs
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 on the evening before the first day of every legislative session to bring CPAs together with their state representatives. 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. During 2022, the Society celebrated its 94th anniversary during its Annual Meeting. Today, with more than 2,500 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 D.C. for the AICPA’s Spring Meeting of Council and AICPA Annual Members’ Meeting. This trip is designed to bring CPAs up-todate on current issues at the federal level and includes nationally known speakers and meetings with Nebraska’s congressional delegation. 33 ► SOCIETY OVERVIEW CPE Catalog & Member Guide
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