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CPEs Registration Form
Thank you to our sponsors:
  
Quality CPEs courses (both A&A & CPE hours available) offered cooperatively by University of Georgia - Gwinnett SBDC, Georgia State SBDC and Kennesaw State SBDC Fridays in the fall from October 17 - December 5, 2008. Only $169 per course or $130 for 2 or more.
October 17, 2008 - 4 hours CPE
8:30 a.m. - 12:10 p.m. - Gwinnett SBDC, Lawrenceville campus
Six Sigma Practices for the CPA for CFO
Peter J. Sherman, Six Sigma Black Belt
Are you interested in leveraging your accounting experience to deliver greater value-add for your clients? If so, spend four hours learning about Six Sigma: a management approach to identify, analyze, and improve work processes to achieve greater profitability and customer satisfaction. In this interactive workshop, you will learn about the Six Sigma process, how to use basic Six Sigma techniques and tools, participate in a series of exercises and an actual cast study. We'll provide you with a step-by-step Six Sigma roadmap and tools to help your clients start improving their business. NOTE: laptops are required.
Peter J. Sherman is a Certified Six Sigma Black Belt and Certified Quality Engineer with 21 years experience, including serving as Sr. Black Belt for AT&T’s Product Development Group. Mr. Sherman has led Six Sigma initiatives across the entire value chain, including Product Development, Sales, Fulfillment, Installation, Customer Support, and Billing. Mr. Sherman began his career in quality and process improvement working in Japan as a visiting M.I.T. scholar from 1986 to 1987. In Japan he was privileged to work with Dr. W. Edwards Deming, the noted American quality expert and learn firsthand such quality practices as The Toyota Production System, Kaizen and Quality Circles. Mr. Sherman is lead Instructor at Emory University’s Six Sigma Certificate Program in Atlanta, Georgia and has been published in iSixSigma, Quality Digest, Hospitals & Health Networks, and Solutions (Supplement to Journal of Financial Planning). He holds a Master’s Degree in Engineering from M.I.T. and an MBA from Georgia State University. Mr. Sherman is a member of the ASQ and ISSSP.
October 17, 2008 - 4 hours CPE
12:40 p.m. - 4:30 p.m. - Gwinnett SBDC, Lawrenceville campus
Advanced Quickbooks for the CPA/Accountant
Robert Andoh, MBA, Director, Gwinnett SBDC Office
This course designed for experienced Quickbooks users will cover various aspects of the Quickbooks environment, including file maintenance, troubleshooting, using the utilities feature to verify and rebuild data, create an accountant's copy, and change preferences to incorporate functions such as closing date password, setting default accounts, sales tax, spelling and 1099's. The course will also cover setting up budgets, using the remote access and alerts manager, sales tax adjustments, credit card activities and other inventory-related activities, including year-end adjustments.
B.S. in Accounting, Xavier University
M.B.A. in Accounting, Loyola University
Area Director in Gwinnett Center
Before joining the SBDC in 1991, Mr. Andoh served as business consultant with Xavier University’s Economic Development Center and as a staff accountant for Price Waterhouse Coopers International. His expertise lies in the area of loan packaging, accounting information systems with special emphasis on QuickBooks training. Other areas of expertise include business planning, inventory control and cost accounting. Mr. Andoh has conducted research on minority businesses and their accessibility to capital and he is the co-author of the first edition of the Mastering Loan Proposals manual.
Address to the University of Georgia SBDC Lawrenceville Campus: 2530 Sever Road
Suite 202, Lawrenceville, (678) 985-6820.
October 24, 2008 - 4 hours CPE
8:30 a.m. - 12:10 p.m. - Georgia State SBDC - Alpharetta Campus
Strategic Change Management and Conflict Resolution
Rufina Garay, JD, TPV Consulting
Accountants and finance teams are on the frontline of operations and get the first glimpse into conflict around change, whether from due diligents or as advisors. Conflict in these circumstances affects the bottom line with a decrease in productivity that can impact the success of the deal. This course touches briefly on disclosure as a part of communication in the conext of the Sarbanes-Oxley Act and will demonstrate how to spot and create opportunities for your leadership. Effective communication will add value to any corporate team managing strategic change, allowing you to exceed the expectation of your clients.
Ms. Garay graduated as a Tony Patino Felllow from Columbia University School of Law. She has worked as a corporate biotechnology attorney on the partnership track at Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC in Boston, where she led private and public companies through start-up financing, mergers and acquisitions, initial public offerings and following on financing. Ms. Garay moved to Atlanta and started a nonprofit organization to promote creative problem-solving and effective communication. She is a registered neutral overseer by the State Supreme Court Commission of Georgia and is a qualified provider of the MBTI.
Lunch provided:
October 24, 2008 - 4 hours CPE
12:40 p.m. - 4:30 p.m. - Georgia State SBDC - Alpharetta Campus
Best Practices for Business: Employment Law Compliance, Including Georgia and Federal Immigration Requirements
Jennifer B. Sandberg, JD, Fisher & Phillips,LLP
Employment law compliance can seem like the speed limit on the freeway - it can be easy to ignore because we might not get caught. While many employers have never experienced any type of legal claim, government investigation, or union organizing activity, an employer never knows what tomorrow might bring. Being unprepared for employment law issues can result in expensive and time consuming consequences. Fortunately, employment law compliance is relatively easy and inexpensive. An employer just needs to "Be Prepared." In this session, we will discuss the basic elements of employment law compliance that can reduce the legal risks all employers face whether the employer has one employee or one thousand employees.
We will discuss best practices for hiring, background checks, work authorization verification, leaves of absence, discipline and termination. The work authorization verification section will include information of Georgia and Federal immigration law requirements as well as the use of E-Verify.
Jennifer Sandberg is a partner in the Atlanta office of Fisher & Phillips, LLP. She represents management in all areas of labor and employment law in state and federal courts as well as before state and federal agencies. Jennifer also manages the Firm's Electronic I-9 Solution program. A significant portion of her practice is devoted to providing clients with day-to-day preventive advice to reduce the likelihood of demands, charges, and litigation. This day-to-day advice includes conducting audits of human resource practices including I-9 compliance. She prepares employee handbooks and policies, conducts manager and employee training, and provides counsel regarding hiring, termination, unemployment, the Americans with Disabilities Act, wage and hour issues, the Family and Medical Leave Act, harassment, discrimination, garnishment, drug testing, and other federal and state laws and regulations affecting employment. Jennifer also advises government contractors on compliance with affirmative action and other contractor obligations and also assists them with audits. She speaks to numerous business associations and human resource groups on topics related to all areas of employment law.
Address for Georgia State's Alpharetta Campus: 3705 Brookside Parkway, Alpharetta.
October 31, 2008 - 4 hours CPE
8:30 a.m. - 12:10 p.m. - Georgia State SBDC - Alpharetta Campus
Technology Updates for the CPA
Stuart Langer, CPA, SML CPA
This course will explore a comprehensive overview of the technologies most likely to affect the business marketplace in the next 12-18 months. Background information and practical examples will helps you assess the implications for your customers, clients and organization. Participants will be given the opportunity to ask questions, discuss their own unique situations and share lessons learned. The Top Technology Initiatives include: Information Security Management, Identity and Access Management, Conforming to Assurance and Compliance Standards, Privacy Management, Disaster Recovery Planning and Business Continuity Management, IT Governance, Securing and Controlling Information Distribution, Mobile and Remote Computing, Electronic Archiving and Data Retention, and Document, Content and Knowledge Management.
October 31, 2008 - 4 hours CPE
12:40 p.m. - 4:30 p.m. - Georgia State SBDC - Alpharetta Campus
Financial Planning for Financial Professionals
David Hultstrom, MBA, CFP, CFA
This course discusses an introduction to financial planning, which includes personal financial statements and goal setting, behaviorial patterns with regard to financial planning, insurance and risk management, investmnet management, retirement planning, estate planning, college planning and an exploration of several issues related to financial planning.
David Hultstrom is president of Financial Architects, LLC which specializes in providing financial planning and wealth management to high-net-worth clients. He has also spent the last decade teaching and training financial advisors and serving as an industry consultant. David has been a guest speaker at professional conferences across the country, and has taught review courses nationwide to advisors studying to become Certified Financial Planners. In addition, he is an Adjunct Professor at Oglethorpe University and Kennesaw State University and is regularly quoted in national publications. David is a CFP® professional and has an MBA from the University of West Florida. He is also currently a CFA Level III candidate. His undergraduate degree is in Business Administration with a minor in Computer Science from Pensacola Christian College. He has served on the local boards of both the Financial Planning Association and the Society of Financial Services Professionals, and is a member of the Atlanta Society of Financial Analysts.
November 7, 2008 - 4 hours A&A
8:30 a.m. - 12:10 p.m. - Kennesaw State University, KSU Center, Room 402
eXtensible Business Reporting Language (XBRL)
Dr. Ken Harmon, Chair, Dept. of Accounting, Kennesaw State University
The eXtensible Business Reporting Language (XBRL) is a language for capturing financial information throughout a business' information sharing processes that will eventually be reported to shareholders, banks, regulators, and other interested parties. The goal of XBRL is to make the analysis and exchange of corporate information more reliable and easier to facilitate.
Dr. Harmon, Chair of the Accounting Department at Kennesaw State University, completed 24 years of accounting education at several nationally recognized institutions. He earned a B.S. in Accounting, a Master of Accountancy, and a Doctorate in Accounting from the University of Tennessee. He is a CPA in the State of Tennessee. He has authored over 30 publications where he specializes in information systems, controls, privacy and governance. He previously was a staff auditor with Price Waterhouse and has been a consultant to numerous companies and universities.
Lunch today is provided courtesy of
Universal Payroll, Inc.
November 7, 2008 - 4 hours CPE
12:40 p .m. - 4:30 p.m. - Kennesaw State University, KSU Center, Room 402
Estate Planning and Eldercare Issues for the Financial Professional
Debra Robinson, JD, Robinson & Miller
This course will focus on the increasing number of eldercare issues and how to plan an estate for those contingencies.
Ms. Robinson represents individuals and small businesses in estate planning, probate, elder law, charitable giving, and business law. In her practice, she prepares wills, revocable and irrevocable trusts, health care directives, charitable giving documents, and related business agreements such as shareholder and split dollar agreements. She also represents clients in probate matters, guardianships for minors, and guardianships for incapacitated adults. In her elder law practice, Debbie advises senior citizens and their families regarding estate and long term care planning. As a woman widowed at a young age, Debbie offers her clients a unique understanding of the importance of estate planning in easing the legal, financial and emotional difficulties that result from the loss of a loved one.Debbie is a frequent lecturer on estate planning and elder law issues, speaking at continuing education seminars for lawyers, pre retirement seminars for corporate employees, as well as educational seminars for charitable organizations and community groups. She has taught classes on legal issues for women in the continuing education programs at Georgia State and Oglethorpe Universities, and has been a guest speaker for several associations of insurance professionals, such as The Life Insurance Leaders of Georgia, sharing with them her unique perspective as an estate planning attorney who is also a widow.
Address for Kennesaw State's KSU Center: 3333 Busbee Drive, Kennesaw.
November 14 , 2008 - 8 hours A & A
8:30 a .m. - 4:30 p.m. - Kennesaw State University, KSU Center, Room 402
SuperStrategies Workshop: Risk-Based Operational Audits of the Human Resource Department
Gregory M. Clark, CPA, CFE, CISA, Business Compliance & Controls Group
This seminar provides operational managers and auditors with the tools they need to perform a risk-based operational audit of their organization's human resources function. This session will focus on operational auditing and its interaction with information systems to arrive at an integrated approach to review the operational effectiveness of the human resources function that will aid the organization in minimizing operational risks and exposures, and maximize the understanding of the human resources function within your organization. You will explore the critical role of human resources' operational processes and determine how to apply operational audit risk assessment techniques. Participants will leave this timely session with the steps necessary to develop a phased-in operational audit approach that will be effective in evaluating the inherent operational risks regarding the human resources activities in your organization.
Lunch today is provided courtesy of
Address for Kennesaw State's KSU Center: 3333 Busbee Drive, Kennesaw.
November 21 , 2008 - 4 hours CPE
8:30 a .m. - 12:10 p.m. - Kennesaw State University, KSU Center, Room 402
What's New in Employee Benefits
Allen Buckley, JD, CPA, Smith Moore, LLP
Bring yourself up to speed on Health Savings Accounts (HSA's), wellness programs and the recent changes in the law with developments in deferred compensation and pension benefits, including the final 409A regulations. This seminar will emphasize what employers are doing now to produce competitive cost-effective benefits for their employees.
Allen Buckley practices in the firm's corporate group with an emphasis on ERISA, tax, qualified and nonqualified deferred compensation and pension plans, employee benefits and executive compensation. He also has extensive experience in ERISA litigation. Mr. Buckley is a certified public accountant and previously worked in the tax department of Touche Ross (now Deloitte & Touche).
November 21 , 2008 - 4 hours CPE
12:10 p .m. - 4:30 p.m. - Kennesaw State University, KSU Center, Room 402
Marketing for Your Future
Dr. Sunil Erevelles, Assoc. Professor of Marketing at the Belk College, NC.
Learn the nature of innovation in the age of imaginative intensity from Dr. Erevelles who believes that the challenges and opportunities facing CEOs and senior managers will increase as we operate under the "new rules" dictacting innovation. Due attention must be given to how organizations can best position themselves for potentially explosive growth. Today's marketplace has become a global market space due to the rapid advances in e-marketing. Companies need to gear up to face the challenges emerging with these new trends. The management processes in your company should be reformulated with more training to embrace your future customers.
Dr. Erevelles came to The Belk College from the University of California-Riverside. His research has been published in various journals, including the Journal of Consumer Research, the Journal of Marketing Management, the Journal of Database Marketing and the Journal of the Academy of Marketing Science. He has delivered seminars and advised senior managers and government leaders in almost every part of the world. His areas of expertise are brand management, consumer behavior, marketing on the internet, and marketing strategies.
Address for Kennesaw State's KSU Center: 3333 Busbee Drive, Kennesaw.
December 5 , 2008 - 4 hours CPE
8:30 a.m. - 12:10 p.m. - Kennesaw State University, KSU Center, Room 402
Highlights of the New 2008 Tax Law
Robert Martin, CPA, Kennesaw State University
Learn about all of the new changes to the Tax Code in 2007. Find out how the new changes will affect you, including new retirement contribution limits, college tuition deductions, and the latest on the Social Security dilemma.
Robert A. Martin¸ CPA¸ MBA is an Accounting Lecturer at Kennesaw State University. He has taught introductory financial and managerial accounting as well as income tax and advanced managerial accounting courses for ten years as an adjunct faculty member. For 18 years¸ he has owned and managed a local CPA firm based in Woodstock¸ Georgia providing tax and consulting services for individuals and small businesses. Mr. Martin received his Bachelors of Science Degree from Indiana University¸ Bloomington and MBA degree from Kennesaw State University. He worked in the Exploration and Production Division of Marathon Oil Company in Shreveport¸ Louisiana for five years as an accounting supervisor. He is a member of the AICPA and Georgia Society of Certified Public Accountants.
Lunch today is provided courtesy of
December 5 , 2008 - 4 hours CPE
12:40 p .m. - 4:30 p.m. - Kennesaw State University, KSU Center, Room 402
A Struggling Economy: Why is the U.S. Economy Struggling and How Will it Rebound?
Dr. Donald Sabbarese, Director of the Econometric Center, Kennesaw State University
Learn from an expert on what's really going on in this economy in the areas of employment, banking, interest rates and declining real estate values. Also learn what these same experts are saying about our economic future.
Dr. Don Sabbarese specializes in teaching and research on financial institutions and macroeconomics.He also serves as Director of the Econometric Center where he directs the GEORGIA PURCHASING MANAGERS SURVEY. His work at the Econometric Center has been widely reported in the regional and national media.
Address for Kennesaw State's KSU Center: 3333 Busbee Drive, Kennesaw.
Registration
Information
To register, call 770-423-6450
to reserve your spot. To pay via credit card, (VISA, MC, American Express
or Discover) register on-line at www.sbdc.kennesaw.edu on the CPE button. You may also fax the information below
to 770-423-6564 or you may forward a check payable to Kennesaw State Small
Business Development Center, 1000 Chastain Road, #0409, Kennesaw, GA 30144.
Number
of programs attending:
___$169 (1 day)
___$260 (2 days)
___$390 (3 days)
___$520 (4 days)
___$650 (5 days)
___ $780 ((6 days)
___ $910 (7 days)
Total Payment
$_____________
Dates of programs
attending:
___Oct 17 - Gwinnett SBDC, Lawrenceville
___Oct 24 - Georgia State SBDC, Alpharetta
___Oct 31 - Georgia State SBDC, Alpharetta
___Nov. 7 - Kennesaw State SBDC, KSU Center
___Nov. 14 - Kennesaw State SBDC, KSU Center
___Nov 21 - Kennesaw State SBDC, KSU Center
___Dec. 5 - Kennesaw State SBDC, KSU Center
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