The Ohio Society’s premier
N
event has the information you
want and need to know.
BIGGER AND BETTER THAN EVER - HERE’S WHY:
 Over 85 sessions in 12 tracks
– including a new Emerging Leaders track
✓ Tax
✓ Technology
✓ Members in Industry
✓ Financial Planning
✓ Assurance Services/A&A
CERTIFIED PUBLIC ACCOUNTANTS
✓ Emerging Leaders NEW
 Customize your CPE credentials with today's most
important issues
THE OHIO SOCIETY OF
✓ Legislative /regulatory updates
✓ IFRS
✓ Tax updates
✓ Comp and review
✓ Technology updates/upgrades
✓ Employee benefits
✓ Roth IRA conversions
✓ Fraud prevention/detection
✓ Client retention
10Cleveland_Show_Brochure.indd 1
ew
eme
rging
lead
ers
trac
k!
 The Cleveland Accounting
Show Features:
✓ Managing a Practice • Today’s leading industry experts –
✓ Tax Planning Learn from the best and brightest
✓ Emerging Issues explaining today's most important issues
✓ Intuit Academy • Over 50 exhibitors – Explore the
✓ Not-for-Profit latest business products, services and
✓ Potpourri technologies. Win prizes too!
• Networking Reception – Wednesday,
October 27 from 4:15-6:15 p.m. Connect
with hundreds of other OSCPA members
and expand your professional network
✓ Professional ethics • Career coaching – Get your questions
answered in a 30-minute private
✓ College and retirement planning
session with OSCPA Career Coach,
✓ Health care reform issues Janice Worthington, MA, CPRW, JCT
✓ Leadership skills
✓ Auditing standards • Important CPE credits – Earn up to
✓ Nonprofit issues and updates
16 CPE credits.
✓ FASB update • A great value – Two days at one low
✓ Estate planning registration fee! Plus you get breakfast,
✓ Much more! lunch and free parking.
9/16/2010 10:12:13 AM
 WELCOME MEMBERS

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CAREER COACHING

BACK BY POPULAR DEMAND!

FREE CAREER COACHING

EXCLUSIVELY FOR ACCOUNTING SHOW ATTENDEES
Need advice to help your resume stand out? Helpful insight into your
current position? Answers on other career-related questions? As a
Cleveland Accounting Show attendee, you can receive FREE, private career
coaching from Janice Worthington, MA, CPRW, JCT, The Ohio Society of
CPAs’ Career Coach of choice.
Janice Worthington is president of Worthington Career Services, a resume
and job search consulting firm that provides strategic career coaching
to professionals at all levels of the corporate ladder. She works with The
Ohio Society as a career coach, providing regular columns in the Society’s
electronic publications.

These 30-minute coaching sessions are available on Wed., Oct. 27.

Register for your session by calling CPAnswers, the Member Service
Center, at 888.959.1212.
REGISTER

4 EASY
WAYS TO www.ohioscpa.com CPAnswers at 614.764.7694, with OSCPA
Click on the Course 888.959.1212 credit card 535 Metro Place South
REGISTER Catalog. Enter the course #
07701CL in the keyword
For quicker service,
reference the course #
P.O. Box 1810
Dublin, OH 43017-7810
field. 07701CL.

10Cleveland_Show_Brochure.indd 2 9/16/2010 10:15:17 AM

 ClevelandACCOUNTINGSHOW
r
e g iste 13
R t.
Oc E
by SAV
0!
a n d
$5

Member BOTH DAYS SINGLE DAYS ETHICS ONLY

REGISTRATION RATES
& Nonmember Course #07701CL Wednesday, Oct. 27 Wednesday, Oct. 27 - Course # 07704CL
Thursday, Oct. 28 - Course # 07705CL
Rates Thursday, Oct. 28

Early member fee: $319* $199* $149*

Early nonmember fee: $474* $354* $304*

Standard member fee: $369 $249 $199

Standard nonmember fee: $524 $404 $354

*Register by October 13 to take advantage of early registration savings. The registration form is located on the back cover.

LOCATION CLEVELAND

LOCATION AND LODGING

I-X CENTER
One I-X Center Drive
Cleveland, OH 44135
216.676.6000
90
www.ixcenter.com
480
Complimentary Accounting Show parking is provided.

HOTEL N SNOW ROAD

The Society has reserved a block of sleeping rooms at:
EXIT 237
237
SHERATON CLEVELAND AIRPORT HOTEL
5300 Riverside Drive I-X Center 71 77
Cleveland, OH 44135
216.267.1500 I-X CENTER DRIVE
www.sheraton.com/airportcleveland
BAGLEY ROAD

The Sheraton Cleveland Airport Hotel is conveniently located

just one mile from the I-X Center. A preferred room rate of 80
EXIT 10
$77 is available for those that make a reservation by
October 10, 2010. Make your reservations by calling
216.267.1500. Remember to indicate that you are with
The Ohio Society of CPAs to obtain the preferred rate.
Reservations requested after October 10 are based upon
availability.

PLEASE NOTE: A shuttle runs between the hotel and

the I-X Center. Be sure to inquire about the shuttle
schedule at check-in.
SESSION INFORMATION

If you attend five 60-minute sessions (300 minutes) each day you will earn eight hours of CPE.
This program has been submitted for CLE. Sessions marked with a  have been submitted for CFP.

The complete schedule is presented 1 Corporate

on the following pages. Use this key
to tailor the show to your needs and
2 Alternatives
Getting the Best Deal for Your Client: Repayment
interests. for Resolving Substantial Tax Liabilities
(including the Offer in Compromise Program)
11 Track Resolving a client’s substantial tax liabilities can be one of the
22
3
Session Title toughest challenges a tax advisor faces. This session will provide
you strategies on how best to advise and work effectively on
33 Session Description behalf of your client.
4 Speaker Description
Kate Herron, JD, LLM, an associate with Terrence A. Grady &
54
65
Session Number
Session Time & CPE Credit
4 Associates, Co. LPA, focuses primarily on representing individuals
and businesses in federal and state civil tax controversy matters.

5
AA = Accounting & Auditing
ET = Ethics
MG = Management
9:00 - 10:00 a.m. • TX
6
5
SK = Specialized Knowledge
TX = Taxation

10Cleveland_Show_Brochure.indd 3 9/16/2010 10:15:26 AM

 WEDNESDAY, OCTOBER 27, 2010
Registration & TAX
Breakfast
7:00 - 8:30 a.m.  Federal Tax Update I
Stephen Kadish, JD, LLM, president and
Matthew Kadish, JD, LLM, shareholder,
Kadish, Hinkel and Weibel
Review recent developments in federal tax
law, including issues affecting individuals,
business entities, exempt organizations,
Attendee bags estate planning and more.
Stephen Kadish is a veteran lecturer and
author on tax and business planning matters.
Matthew Kadish's practice includes a
wide range of tax, business and estate
planning matters.
Lanyards
VISIT OUR
EXHIBITORS!
8:30 - 9:30 a.m. I TX 1 8:30 - 9:30 a.m. I SK
Between sessions,
be sure to stop  Federal Tax Update II
Stephen Kadish, JD, LLM, president and
by the exhibit hall Matthew Kadish, JD, LLM, shareholder,
to see how our Kadish, Hinkel and Weibel
exhibitors can help Continue the discussion on the latest
developments in federal tax law, including
with products and issues affecting individuals, business
services for your entities, exempt organizations, and estate
planning.
business challenges
Stephen Kadish is a veteran lecturer and
author on tax and business planning matters.
Matthew Kadish's practice includes a
wide range of tax, business and estate
planning matters.
Lunch &
10:00 - 11:00 a.m. I TX 10
Networking
11:00 - 12:15 p.m.  Multi-State Tax Issues
Don P. Cochran, JD, CPA, CFP®, CRC®
Find out about the changing laws on NEXUS
and the allocation of income among states.
You’ll discover how to help clients avoid the
surprise of being taxed in a new state and
get an understanding of the risks for S Corps
and LLCs operating in multiple jurisdictions.
Cochran is a solo practitioner in Apple
Valley, Minnesota. His 30 years of practice
has been focused primarily in the areas of
small business legal and tax consulting, and
Popcorn sponsors individual tax, estate and financial planning.
12:00 - 1:00 p.m. I TX 18
 Advanced Partnership Issues
Don P. Cochran, JD, CPA, CFP®, CRC®
Get a deeper understanding of the
opportunities and pitfalls for partners and
partnerships as they climb out of the hole
towards recovery. This session will teach you
how to track basis changes, how to allocate
income recognition and discover where
the traps are in Section 701 Anti-Abuse
regulations.
Cochran is a solo practitioner in Apple
Ice cream sponsor Valley, Minnesota. His 30 years of practice
has been focused primarily in the areas of
small business legal and tax consulting, and
individual tax, estate and financial
planning.
1:30 - 2:30 p.m. I TX 27
 Maximizing 2010 Tax Savings
Networking from the IC-DISC Export Incentive and
Reception Planning for 2011 and Beyond
Amit Mathur, CPA, WTP Advisors
Become aware of the IC-DISC, its benefits,
Join your peers and the legislative outlook for the incentive
and exhibitors for (including unique planning issues for 2010).
The IC-DISC effectively reduces the top
hors d’oeuvres federal tax rate on U.S. made products and
some services, ultimately used outside the
and beverages at U.S. from 35% to 25% (or lower).
the Networking Mathur helps Fortune 500 clients with
quantitative tax solutions. He formerly
Reception. served as International Tax Manager for
PricewaterhouseCoopers and has instructed at
AICPA, OSCPA and CITE events.
4:15 - 6:00 p.m. 3:15 - 4:15 p.m. I TX 36
10Cleveland_Show_Brochure.indd 4
TECHNOLOGY
What's New in Microsoft Office 2010
Matt Wilhelm, MBA Encompass Group LLC
Review the new features in Microsoft Office
2010 and key changes from Office 2007
and 2003. This session will discuss tips and
tricks to maximize efficiency and benefits
and how to ensure a smooth rollout for your
company.
With Encompass Group LLC, Wilhelm is
responsible for company growth, business
administration, and client engagement where
he focuses his skills on aligning clients’
business needs with technology to deliver
clear and measurable results.
2 8:30 - 9:30 a.m. I SK
Data Backup and Recovery
Michael P. Mandato, executive vice
president, System Care, Inc.
Get a lesson on how to backup your
computers and prepare for a disaster. You’ll
also learn what data is important to back up
and what type of hardware and software you
should have to protect your business data.
Mandato is the Executive Vice President of
System Care Inc., which provides Information
Technology Solutions to businesses of all sizes.
10:00 - 11:00 a.m. I SK 11
Information Technology Update:
Overwhelmed? Here's what you really
need to know for the next 12 months
Jonathan L. Husni, MBA, CNS, CNE,
president, Acendex, Inc.
Make sense of technology and find out what
you really need to know about VoIP and IT
telephony and virtualization. We'll also discuss
risk management basics for private practices
and small businesses and how to get that “big
company” feel on a shoe string budget.
Husni’s company Acendex Inc.
provides network-based information
and communication strategy, solutions,
engineering, technology, security,
outsourcing and support.
12:00 - 1:00 p.m. I SK 19
The Power of Pivot Tables
Christopher Wood, CPA, AccXel-Erated
Solutions
Learn how to use Pivot Tables to quickly
sort and summarize large amounts of data.
We’ll show you the formatting, grouping,
subtotals, filtering and drill down features
that can help you increase productivity
and simplify complex reporting issues.
You’ll view real life applications that all
CPAs can use, plus get a glimpse of the
GETPIVOTDATA function.
Wood has 28 years of experience including
independent private consulting and working
for public accounting firms.
1:30 - 2:30 p.m. I SK 28
Building a Better Reporting Template
Christopher Wood, CPA, AccXel-Erated
Solutions
Learn how to bring selected information
from detailed data sheets to a summary
report by using drop down menus and
reference functions. You’ll also learn how to
use complex and multifunctional reference
formulas, including Vlookup, Hlookup, Match
and Indirect. Plus, how to set up and utilize
drop down menus including validation cells,
combo boxes and more.
Wood has 28 years of experience including
independent private consulting and working
for public accounting firms.
3:15 - 4:15 p.m. I SK 37
MEMBERS IN INDUSTRY
 Building a Business Plan in a
Tough Economy
Jeffrey C. Susbauer, Ph.D., Cleveland
State University & Growth Strategies, Inc.
Survive in today's business landscape and
learn how to change business models with the
ups and down of the economy. We’ll examine
some value added services and techniques
to give your firm the competitive edge.
Susbauer is completing his 40th year with
Cleveland State University and is currently
Chair of the Department of Management
& Labor Relations, and Director of the
Master of Labor Relations & Human
Resources Program at CSU.
3 8:30 - 9:30 a.m. I TX
Presentation Zen
Tony J. Tomanek, senior training
consultant, The Capstone Group at ERC
Change the way you see, prepare and deliver
the most taxing (pun intended) part of many
of your jobs - presentations. This session
will show you how you can use today’s
technology to create meaningful, effective
and impressive presentations. Learn how you
can share your knowledge and build trust
with an audience…without putting them to
sleep.
Tomanek specializes in instructional and
customized design, development and training
and facilitation services.
10:00 - 11:00 a.m. I SK 12
Sorting Through the Mysteries of
Employee Benefits
Maria Gaeta, MBA, PHR, chief operating
officer/partner, KAFF Partners, LLC and
Paul A. Nachtwey, vice president health and
employee benefits, Todd Associates, Inc.
Take a look at employee benefits from a
company and human resource perspective
during downsizing and during growth.
Gaeta is a management and human
resources consultant and a certified
Professional in Human Resources (PHR).
Nachtwey is an expert on health care
economics and its interrelationship with
employer sponsored health benefits
plans.
20
12:00 - 1:00 p.m. I SK
 Non-traditional Sources of
Expansion Capital
Jonathan M. Green, CPA, managing
partner, JM Green CPA Group, LLC
Build a list of capital sources including
banking, SBA, Ohio Dept. of Development,
and county grants and loan programs to
which your business may qualify. You’ll leave
this session with a directory of resources to
help you navigate through the paperwork
and processes.
Green's firm provides a number of
accounting services to its entrepreneurial
clients, and audit and consulting services to
its not-for-profit clients.
1:30 - 2:30 p.m. I SK 29
Mitigating Fraud in Uncertain Times
Robert M. Torok CPA/ABV, CVA, CFE, CFF,
managing director, RSM McGladrey, Inc.
Find out more about fraud in today’s
business environment. What areas are
becoming more prevalent? Why do
internal auditors typically only find a small
percentage of fraud cases? This session will
walk through what you can do to encourage
fraud prevention over fraud investigation.
Torok is recognized as a forensic examiner
and is accredited in business valuation by
the AICPA National Association of Certified
Valuation Analysts.
3:15 - 4:15 p.m. I AA 38
FINANCIAL PLANNING
 The Era of Health Care Reform
and Its Impact on Your Business
Robert J. Klonk, RHU, REBC executive
vice president and director of the Group
Benefits Division, Oswald Companies
Clear up your questions and confusion regarding
the recently passed health care reform package.
This session will review how the reform package
affects costs, strategies for minimizing the overall
impact of the reform, and what you can do to help
your business and clients today.
Klonk has over 28 years of benefits risk
management, brokerage and life insurance
experience. His specialization is in financial and
technical aspects of employee benefits
plan design and application.
4
 529 Plans...More Than Just a
College Funding Option
James A. Saling, CMA president, Saling
Simms Associates
Identify the differences between 529 and
other college funding options and tax credits.
You’ll learn about the flexibility of the 529 as
a planning tool, current and future expected
legislative changes, as well as how to
help your clients avoid common blunders
associated with the plan.
Saling, is a registered principal with
Raymond James Financial Services and
president of Saling Simms Associates.
He is also a member of the Financial
Service Institute.
10:00 - 11:00 a.m. I TX 13
Insurance "Gotcha's" - Home & Auto
Insurance Coverage Gaps
Bob Wittbrot, principal, Bob Wittbrot &
Associates Insurance Services
Prevent possible disaster by understanding
the insurance language and terminology
in your homeowners and auto insurance
policies. Learn about common coverage
gaps and insurance problems along with the
key questions to ask your agents.
Wittbrot is the principal of Bob Wittbrot
& Associates Insurance Services and he
manages www.MyInsuranceChannel.com,
an educational video clip repository for
insurance consumers in Ohio.
12:00 - 1:00 p.m. I SK 21
 Avoiding Long-Term Care
Expenses for the Small Business
Owner or Individual
Richard A. Myers, JD, Hehr & Myers Co., LPA
Give yourself piece of mind by planning for
long-term care issues now. This session will
review the Ohio Partnership law regarding
long-term care insurance and wealth and
show you how to avoid some costly expenses.
Myers is an experienced lead attorney
in Medicaid Asset Preservation and an
Elderlaw Advisor. Myers works directly with
several senior care providers and fraternal
organizations helping families establish
estate plans.
1:30 - 2:30 p.m. I SK 30
 Federal Estate Tax Changes
Missy Vaselaney, JD (inactive), Taft
Stettinius & Hollister LLP
Take an accurate look at the estate tax
legislative climate and how it may affect your
clients’ estate plans. We will analyze how
factors such as the current Democratic control
of the house and Congress, the economic
crisis, and the middle class rationalization for
estate tax reform influence the prospects for
estate, gift, and GST tax legislation.
Vaselaney focuses her practice on estate
planning for business owners and individuals.
She works with clients to plan and administer
estates and has represented clients before
Federal and State taxing authorities.
3:15 - 4:15 p.m. I TX 39
9/16/2010 10:15:31 AM
 ClevelandACCOUNTINGSHOW
ASSURANCE SERVICES/A&A
Comp and Review Update
James P. Gero, CPA, shareholder, Hobe
& Lucas CPAs, Inc.
Review the recently approved ARSC
changes to the Statement on Standards
for Accounting and Review Services,
Compilation and Review Engagements
(SSARS 19). This session will also discuss
the clarity project and its impact on
compilation and review standards.
Gero is a reviewer and is on the peer
review acceptance committee. He can
answer a firm's questions relative to peer
review.
8:45 - 9:45 a.m. I AA 5 8:45 - 9:45 a.m. I SK
Peer Review Update for Small
Businesses
James P. Gero, CPA,shareholder, Hobe
& Lucas CPAs Inc.
Get up to date on the peer review
standards that became effective on
1/1/09. This session will also cover what
firms should expect to see on their next
review.
Gero is a reviewer and is on the peer
review acceptance committee. He can
answer a firm's questions relative to peer
review.
10:15 - 11:15 a.m. I AA 14
 IRS Program Updates For
403(b) Annuity Plans
Dan S. Gardner, CPA, CEBS, senior
employee plans specialist Internal
Revenue Service and Tom Spinella,
revenue agent, Internal Revenue Service
Get updated on the IRS 403(b) Specific Employee
Plans Compliance Unit Projects and the 403(b)
Determination Letter Program. Plus, you find out
how to help your clients avoid mistakes, or how
to correct them.
Gardner is currently the 403(b)/457 Plan
Compliance Coordinator for the Mid-Atlantic Area
of TE/GE examination and education programs.
Spinella has been with the IRS for
22
eight years.
12:15 - 1:15 p.m. I AA
IFRS I
Peter Margaritis, CPA, MAcc, president/
founder, IFRS Education and Training, LLC
Get an in-depth review of the IFRS standards
related to the measurement requirements
for major assets and the related impact on
profit, loss, and equity. IFRS allows certain
assets to be valued using fair value after
acquisition, which may be based on quoted
market prices, appraisals, discounted cash
flow, net realizable value, replacement cost
or indexed cost.
Margaritis holds a certificate in IFRS from
the Institute of Chartered Accountants
in England and Wales. He also teaches
college-level accounting courses.
1:45 - 2:45 p.m. I TX 31
IFRS II
Peter Margaritis, CPA, MAcc, president/
founder, IFRS Education and Training, LLC
Recognize the different ways financial
statements can be prepared under the
IFRS standard IAS 1. You will also analyze
and compare the financial statements of
two to three companies that are prepared
under this standard, as well as, analyze the
financial statements of a first-time adopter
of IFRS in accordance with IFRS 1.
Margaritis holds a certificate in
IFRS from the Institute of Chartered
Accountants in England and Wales. He
also teaches undergraduate and graduate
accounting courses.
3:30 - 4:30 p.m. I AA 40
10Cleveland_Show_Brochure.indd 5
EMERGING LEADERS
Professionalism for the Emerging
Leader
Brian J. Gillum, CPA (inactive),
president and CEO, Career Max, Inc.
Get the pointers you need to become a
leader in your organization. This session
will help with tips on workplace fashion
(what is appropriate for business casual?),
meeting etiquette, and professional e-mail
and phone rules.
Gillum works to recruit, coach and train
high-quality individuals for companies
attempting to maximize their potential.
Career Max offers a variety of training
programs and leadership and personal
development courses.
6 8:45 - 9:45 a.m. I TX
What IFRS Means to the Young CPA
Peter Margaritis, CPA, MAcc, president/
founder, IFRS Education and Training, LLC
Get informed of the critical importance of
obtaining IFRS knowledge. The emerging
professional needs to recognize that
being bilingual in accounting standards
is a necessity in the global business
world. Other topics include the recent
development concerning the SEC road
map and discussion of intellectual capital.
Margaritis holds a certificate in IFRS from
the Institute of Chartered Accountants in
England and Wales. He also teaches
undergraduate and graduate accounting
courses.
10:15 - 11:15 a.m. I AA 15
Balancing the Generations
Peter Margaritis, CPA, MAcc, president/
founder, IFRS Education and Training, LLC
Paul Weisinger, CPA/ABV, CVA, manager,
Walthall, Drake & Wallace LLP
Learn how to inspire employees who are part
of Generation X and Generation Y. We'll cover
how to bridge the generation gap with patience,
communication, flexibility, technology and
creativity, characteristics that were not highly
valued by Baby Boomers.
Margaritis holds a certificate in IFRS from the Institute
of Chartered Accountants in England and Wales.
Weisinger works with service organizations,
construction, real estate, manufacturing, and the
audits of employee benefit plans.
23
12:15 - 1:15 p.m. I SK
Success is a Lifestyle!
Jim Sprague, CPA, partner, Walthall,
Drake & Wallace, LLP
Compel prospective clients to select you
as their problem solver by using effective
communication – and that begins with
listening. We’ll also explore the power of
confidence and how it can help you build
your success.
Sprague oversees the Practice
Development Department and devotes a
significant portion of his time servicing
clients in the Construction, Real Estate,
and Oil & Gas/Energy industries.
1:45 - 2:45 p.m. I SK 32
Seven Levels of Leadership
Robert Barkett, president, Horizons Coach
Climb that ladder and raise your position
on the leadership chart! Join us for an
informative session on how to overcome
hurdles to your success. We'll discuss the
guidelines to becoming your ideal leader
and we'll also look at some big company
leaders and what makes them different.
Barkett is an accredited business coach
where he specializes in helping leaders of
small CPA and law firms realize greater
results for their efforts.
3:30 - 4:30 p.m. I SK 41
Sessions with an asterisk  have been submitted for approval for CE to the
CFP Board. This program is being submitted for CLE.
TAX PLANNING
 Retirement Update
Richard A. Naegele, attorney, Wickens,
Herzer, Cook and Batista
Find out what’s happening with the
laws impacting retirement plans and
get an update on creditor protection for
retirement plans and IRAs. This session
will also compare different types of tax-
qualified retirement plans.
Naegele’s practice focuses on pension
and employee benefits law, ERISA, and
ESOPs. He is a Fellow of the American
College of Employee Benefits Counsel
and a Member of the Board of Editorial
Advisors of the Journal of Pension
Planning and Compliance.
7 8:45 - 9:45 a.m. I AA
Inheritance Controversies
David L. Drechsler, JD, partner in charge;
Ronald F. Wayne, JD, partner; and David
W. Woodburn, partner, Buckingham,
Doolittle & Burroughs, LLP
Help your clients recognize and prevent
inheritance fraud. This session will have you
acting as the jury for several cases to help you
identify fraud and understand the importance
of prompt action when abuses are detected.
Drechsler has experience with patent,
trademark, and copyright litigation.
Wayne administers complex trusts and
probate estates in Ohio and Florida.
Woodburn focuses his practice on all
facets of trusts and estates.
10:15 - 11:15 a.m. I SK 16
 Hollywood Takes on Estate
Planning
Missy Vaselaney, JD (inactive), Taft
Stettinius & Hollister LLP
Get ready for your close-up and take
a fun and education break from the
show’s more technical sessions to find
out how estate planners can use movies
to illustrate estate planning concepts to
clients and move the process forward.
Vaselaney focuses her practice on
estate planning for business owners
and individuals. She is an OSBA Board
Certified Specialist in Estate Planning,
Trust & Probate Law.
24
12:15 - 1:15 p.m. I SK
 Year End Tax Planning for
Individuals
Tracy Monroe, MT, CPA partner,
Cohen & Company
Learn about tax-planning opportunities
including Roth IRAs, NOL planning and tax
credits, as well as new tax legislation.
Monroe specializes in the areas of
State and Local Tax, S Corporations,
consolidated returns, mergers and
acquisitions, tax free exchanges,
and other tax planning, research and
compliance issues.
1:45 - 2:45 p.m. I TX 33
 Year End Tax Planning for
Business
Tracy Monroe, CPA, MT, partner, Cohen
& Company
Explore tax-planning opportunities
for businesses, with a focus on R&D
credits, the production deduction and
NOL provisions. You’ll also cover new tax
legislation.
Monroe specializes in the areas of
State and Local Tax, S Corporations,
consolidated returns, mergers and
acquisitions, tax free exchanges,
and other tax planning, research and
compliance issues.
3:30 - 4:30 p.m. I TX 42
INTUIT ACADEMY
Internal Controls for Small Businesses
to Help Reduce the Risk of Fraud
Eric Roth, CPA, MBA, Certified
QuickBooks Pro Advisor and Member of
Intuit Trainer/Writer Network
Focus on the internal controls, policies and
procedures that can help reduce the risk
of fraud, the challenges small businesses
face, and how the accountant can help.
This session also covers how to implement
controls found in QuickBooks.
Roth owns a small accounting firm in the
Cincinnati area where he assists clients
with their tax, accounting, and QuickBooks
needs.
8 regulatory requirements in Ohio. Topics
Common Payroll Mistakes and
How to Fix Them Using Intuit
Payroll Solutions
Eric Roth, CPA, MBA, Certified
QuickBooks Pro Advisor and Member of
Intuit Trainer/Writer Network
Learn what causes Form 941 payroll
information to unexpectedly change and what
to look for when someone’s year-to-date
earnings or taxes are inaccurate. Also learn
techniques and tips that will assist you with
avoiding the need to amend payroll tax returns,
or face penalties for incorrect reporting.
10:15 - 11:15 a.m. I SK 17
Financial Statements Done Right
Eric Roth, CPA, MBA, Certified
QuickBooks Pro Advisor and Member of
Intuit Trainer/Writer Network
Improve your productivity and your image
with the 2010 Intuit Statement Writer.
This session will review the redesigned
software and its new features that allow
you to prepare financial statements in
compliance with GAAP. You’ll see how you
can link directly to Microsoft Word and
create PDF professional looking reports to
send to your clients.
25
12:15 - 1:15 p.m. I SK
Common QuickBooks Mistakes
Clients Make and How to Fix Them
Eric Roth, CPA, MBA, Certified
QuickBooks Pro Advisor and Member of
Intuit Trainer/Writer Network
Erase common QuickBooks errors and
understand the alternatives to effectively
and efficiently correct them. This course
is designed to guide you through the
most common QuickBooks errors clients
make or situations they may not handle
incorrectly and show you the related
“fixes.”
1:45 - 2:45 p.m. I SK 34
Save up to Four Hours from
QuickBooks, Clean Up Using Intuits
Client Data Review
Eric Roth, CPA, MBA, Certified
QuickBooks Pro Advisor and Member of
Intuit Trainer/Writer Network
Be more productive and discover how
using Intuit’s Client Data Review (CDR)
can save you up to four hours when
cleaning up a client’s data. Part of
QuickBooks Premier Accountant 2010,
you’ll see how the tools in CDR help you
quickly and easily identify problem areas
and correct mistakes.
3:30 - 4:30 p.m. I SK 43
POTPOURRI
Professional Standards and
Responsibilities - Ohio Ethics,
Rules and Applications
Steve Martin, JD, CPA, MBA, Attorney
at Law, Founder MDS CPA Review
Satisfy the Accountancy Board of
Ohio’s professional standards and
responsibilities course requirement to
become a CPA, and get an update for
the experienced CPA. Presented through
lecture and group participation using
short ethical dilemmas, this course is
also recommended for any professional
seeking an update on recent changes
in Ohio accountancy laws and rules,
and implications of Ohio case law. This
session covers the unique legal and
include: integrity and objectivity, the
practice of public accounting, client
record retention, Ohio disciplinary
procedures, and requirement of using
the CPA designation by individuals/firms
in Ohio including continuing education
and peer review.
Martin focuses on business
planning and tax law, mergers and
acquisitions, succession and estate
planning for closely held businesses,
and representation of closely held
corporations and trade associations. He
is one of the OSCPA’s leading speakers
on professional standards topics.
8:45 - 11:30 a.m. I ET 9
Selecting the Right Software
Frank Nisenbaum, director of business
development, Socius
Review the key components in
selecting an effective business software
solution for your organization. The
software selection process can be
time consuming and daunting as you
must consider factors including your
business processes, functionality, system
integration, and cost/ROI.
With 20 years of experience, Nisenboum
understands the pains and needs of
an organization to identify its software
needs.
26
12:15 - 1:15 p.m. I SK
Protect Your Most Valuable Asset - Your
Practice - With a Standby Agreement
Rion Safier, CPA, managing director, Corefocal
Robert H. Gray, CPF, owner, Robert H.
Gray, CPA
Be smart and protect your practice with a
Standby Agreement to provide stop-gap
client services for short-term situations,
and a timely transfer of a practice in case
of disability or death.
Gray is a business advisor to new and
growing enterprises for accounting, tax,
and planning services.
Safier provides outsourced accounting and tax
services to companies and individuals.
1:45 - 2:45 p.m. I SK 35
 Peel the Onion: Fee Disclosure
and the Future of the 401(K)
Jonathan R. Broadbent, CRPS, Fintegra LLC
Get up-to-date information on the debate
about 408 (b)(2). What is it and why do
we need it? This session will also review
the conflicts of interest that may arise in
ERISA plans to get an understanding of
how you can help your clients with the
new Schedule C.
Broadbent is a Chartered Retirement
Plans Specialist and has extensive
experience with Plan Compliance &
Fiduciary Oversight. 
3:30 - 4:30 p.m. I SK 44
9/16/2010 10:15:38 AM
 THURSDAY, OCTOBER 28, 2010
Registration & TAX
Breakfast
7:00 - 8:30 a.m.  Federal Tax Update I
Stephen Kadish, JD, LLM, president and
Matthew Kadish, JD, LLM, shareholder,
Kadish, Hinkel and Weibel
Section Breakfast Review recent developments in federal tax
law, including issues affecting individuals,
business entities, exempt organizations,
Are you a member of an
estate planning and more.
OSCPA special interest
section? If so, join your Stephen Kadish is a veteran lecturer and
author on tax and business planning matters.
fellow section members Matthew Kadish's practice includes a
for breakfast as you wide range of tax, business and estate
network in roundtable planning matters.
fashion. Be sure to sign
up on the registration
from included in this
brochure. 8:00 - 9:00 a.m. I TX 45
7:00 - 8:00 a.m.
 Federal Tax Update II
Stephen Kadish, JD, LLM, president and
Matthew Kadish, JD, LLM, shareholder,
Kadish, Hinkel and Weibel
Continue the discussion on the latest
developments in federal tax law, including
issues affecting individuals, business
entities, exempt organizations, and estate
Between sessions, planning.
be sure to visit
Stephen Kadish is a veteran lecturer and
the exhibit hall for author on tax and business planning matters.
Matthew Kadish's practice includes a
beverages, games wide range of tax, business and estate
planning matters.
and snacks. Plus
see how exhibitors
can help solve your
day-to-day and
9:30 - 10:30 a.m. I TX 54
long-term business
challenges.  International Tax Hot Topics
Raymond M. Polantz, M.T., CPA, Cohen &
Company
Get an update on what’s happening with
international tax issues including the current
filing requirements of the foreign bank
account report, check-the-box planning,
and tax savings opportunities of an IC-DISC.
This course will also cover the latest
developments of the U.S./Canada treaty.
Polantz is a Senior Manager in the Tax
department and focuses on a variety of tax
issues with closely-held C corporations,
S corporations, partnerships, and limited
liability companies.
Lunch &
Networking
11:00 - 12:00 p.m. I TX 63
12:00 - 1:00 p.m.  IRS Return Preparers Regulations
LaTanya J. Bacon, senior tax specialist,
Internal Revenue Service
Get a comprehensive review of the
recommendations to better leverage the tax
return preparer community, fostering higher
compliance with the law by taxpayers
and better service to taxpayers through
higher standards of conduct by paid return
Adjourn preparers.
As a liaison, Bacon delivers messages
3:45 p.m. about IRS policies, practices, and
procedures to tax practitioners and the
small business community in the state of
Ohio.
1:00 - 2:00 p.m. I TX 72
 Ohio Sales/Use Tax: Recent
Trends, Developments and Planning
Opportunities
Steven A. Dimengo, JD, CPA, MT,
shareholder, Buckingham, Doolittle &
Burroughs, LLP
Join us for an overview of Ohio sales/use
tax to find out about significant exposure
areas and ways to avoid them. Find out
how to maximize various exemptions, how
to avoid sales tax on leased employees
and get an understanding of dealing with
construction contracts.
Dimengo’s practice primarily focuses on
federal and Ohio tax law matters.
2:15 - 3:15 p.m. I TX 81
10Cleveland_Show_Brochure.indd 6
TECHNOLOGY
What’s New with QuickBooks;
Plus Enterprise Tips and Important
QuickBooks Add-Ons
Scott J. Gregory, CPA, Bottom Line
Accounting Solutions
Help your clients minimize the confusion
that exists with QuickBooks. You’ll get key
insights into the software’s newest features
and find out when Enterprise is a good
fit over Pro or Premier. We’ll also cover
the background information on important
QuickBooks add-ons.
Gregory is a Certified QuickBooks Advisor. He
is widely known for his practical and easy-to-
understand approach to teaching QuickBooks
and financial management.
8:00 - 9:00 a.m. I SK 46
FBI: Emerging Threats and
Trans-National Crime
Darren J. Mott, supervisory special agent
of the cyber crime squad, Cleveland Division
of the Federal Bureau of Investigation
Discuss today’s emerging cyber threats and
how the FBI is attacking this crime. This
session will cover how to mitigate threats,
report crimes and the FBI’s abilities to target
cyber criminals overseas.
Mott has been involved with cyber
investigations since 1999. Prior to his
supervisory post in the Cleveland Division,
Mott held positions with the
Charlotte, NC field office and the FBI
Federal Headquarters.
9:30 - 10:30 a.m. I SK 55
Mobile Technology
Chris Jenkins, MCSE, CCNA,
chief technology strategist, The Ohio
Society of CPAs
Get an overview of latest mobile
technologies and applications and how
they can help you and your business be
more efficient.  liquidation and distribution of assets and
Jenkins is OSCPA’s chief technology
strategist responsible for identifying,
researching and implementing emerging
technology solutions for the Society.
11:00 - 12:00 p.m. I SK 64
Advanced Microsoft Outlook for CPAs
Chris Jenkins, MCSE, CCNA,
chief technology strategist, The Ohio
Society of CPAs
Get organized and learn to effectively
manage information overload using
Microsoft Outlook. This course will show
you the advanced tips and tricks that can
make a big difference in how you create
and share information.
Jenkins is OSCPA’s chief technology
strategist responsible for identifying,
researching and implementing emerging
technology solutions for the Society.
1:00 - 2:00 p.m. I SK 73
The Joys of a Home Office
Harold Westover, president, Warrior
Consultant Group, Inc.
Focus on the tips, tricks, and utilities for
running an efficient, always connected
home office or small business. Subjects
include remote access, file transfer,
backup, and virus protection of data. Also
you'll get information on some of the best
low-cost or freebie programs you can use.
Warrior Consultant Group Inc. specializes
in accounting software MAS 90, MAS 200
and BusinessWorks, Customer Relationship
software ACT!, SageCRM, and Point of Sale
for retail in addition to the hardware
and network infrastructure.
2:15 - 3:15 p.m. I SK 82
MEMBERS IN INDUSTRY
 Bankruptcy Issues for CPAs
Dov Y. Frankel, Of-Counsel, Taft Stettinius
& Hollister LLP
Know the difference between real
accounting and bankruptcy accounting.
This session will go over an accountant's
role in the bankruptcy process including
the importance of being retained for this
purpose so you can get paid.
Frankel focuses his practice on representing
financially distressed companies in federal
bankruptcy proceedings and out-of-court
restructurings. He is a frequent lecturer on
bankruptcy topics and a contributing author
to Norton's Annual Survey of Bankruptcy
Law.
8:00 - 9:00 a.m. I SK 47
Critical Issues for Industry CPAs
Jerry L. Esselstein, CPA, principal, Jerry L.
Esselstein Company, LLC
Identify how you spend your time. Today’s
compliance and reporting requirements
continue to expand at the expense of
your “real” contribution of value to the
organization. This session will help answer
the questions, “Does your job define you or
do you define your job” and “What is your
value?”
Esselstein is a national CPE instructor and
two-time recipient of the OSCPA’s Instructor
of the Year Award. Esselstein presents
seminars to business groups on professional
development topics.
9:30 - 10:30 a.m. I SK 56
 The Dissolution of Business Entities
Roger Stewart, JD, CPA, principal,
McCarthy, Lebit, Crystal & Liffman Co., LPA
Match the accounting with the legal steps
and requirements for the dissolution of
For-Profit & Non-Profit Corporations, LLCs,
and Partnerships. Learn how to handle the
protect yourself against malpractice.
Stewart focuses his practice on business
entities, taxation and estate planning. Also a
CPA, Roger uses his accounting background
to handle tax controversy matters including:
tax audits, tax appeals, tax litigation and tax
collection.
11:00 - 12:00 p.m. I SK 65
Crisis Management for Employers
Laura A. James, JD, associate, and Frank P.
Nagorney, JD, partner, Cowden & Humphrey
Co., LPA
Get a greater understanding for dealing
with problem employees. This course will
cover law/regulation updates for employers
and the guidelines for how to hire and fire
without getting sued.
James focuses her practice on assisting
individuals and corporations in navigating
litigation and the alternatives thereto.
A principal at Cowden Humphrey, Nagorney
focuses on finding business solutions for
legal problems facing private and
family-owned businesses.
1:00 - 2:00 p.m. I SK 74
 Successfully Transitioning out
of a Business
James S. Aussem, JD, partner, Cavitch,
Familo & Durkin, LPA
Start helping the baby boomers with the
transition from business into retirement.
This course will address the tax and valuation
issues essential to an owner and their family
and we’ll cover the affect the latest Obama
administration proposals will have on discounts.
Aussem focuses his practice on succession
planning, business, and estates and trusts. His
extensive background includes helping closely-
held businesses with mergers, acquisitions and
dispositions, and complex tax issues.
2:15 - 3:15 p.m. I TX 83
FINANCIAL PLANNING
 Why Invest in Alternative
Investments?
Cynthia G. Koury, senior portfolio
manager and senior managing director,
Victory Capital Management
Discover the benefits of alternative
investments such as hedge funds and
private equity. When should you use them?
What kind of return should you expect? This
session will also cover what to consider
when auditing a portfolio that invests in
alternatives.
Koury's area of expertise is managing
portfolios for foundations, endowments,
and nonprofit organizations.
8:00 - 9:00 a.m. I SK 48
Identity Theft/Cyber Crimes:
Mark Braun, senior special agent, United
States Secret Service
Protect your name, your information and
your credit score and attend this session to
identify how identity theft occurs and how
to prevent it from happening to you. And, if
it does happen, we'll also walk through that
you need to do to remedy the situation and
recover from the attack on your identity.
Braun has 23 years of experience in the
Cleveland Field Office of the US. Secret
Service.
9:30 - 10:30 a.m. I SK 57
 Estate Planning with Commercial
and Private Annuities
Gary Zwick, JD, LLM, CPA, Walter &
Haverfield, PLL. partner/chair tax and wealth
management section
Make heads or tails of private and
commercial annuities which can provide
challenges and creative options for estate
planning. Find out how to best use both
options for a successful estate plan.
Zwick is a co-winner of the Best Article
award for the Tax Adviser (1993) and has had
multiple tax articles featured in publications
such as Tax Management Estates and The
Journal of Financial Services Professionals.
11:00 - 12:00 p.m. I TX 66
 How Clients Deal with Health Care
Changes
John J. Wain, principal, The Alpha Group
Agency (MEV)
Get up to date on health care reform and the
many provisions that are already, or will soon be,
in effect. Provisions such as overage dependent
status, “grandfathered plans”, tax credits, W-2
reporting, changes to HSAs and FSAs will all
impact your clients and your business. This
session will also cover planning for future
provisions and how health care reform can help
you accentuate your value to your clients.
Wain specializes in the design and
implementation employee benefits plans,
including retirement plans.
1:00 - 2:00 p.m. I SK 75
 Investing in an Unstable Market
Michael S. Kertes, CFP, senior financial
advisor and vice-president of investments,
Chase Investment Services Corporation an
affiliate of JP Morgan Chase and Company
Take control of the unstable market by
understanding the link between your risk
tolerance and your investment portfolio.
This session is packed full of common sense
ideas for investors including how to work
backwards to reduce problems in investing.
Kertes earned his Certified Financial Planner
designation 16 years ago and is currently a
Chartered Financial Analyst Candidate. Mike is
a member of the CFA Institute and the Cleveland
CFA Society.
2:15 - 3:15 p.m. I SK 84
9/16/2010 10:15:44 AM
 ClevelandACCOUNTINGSHOW
ASSURANCE SERVICES/A&A
FASB Update I
Ray Stephens, CPA, CMA, DBA, professor
and director, Ohio Center for Professional
Accountancy, Ohio University
Get up to speed on the new pronouncements
issued by the Financial Accounting
Standards Board (FASB) (does not cover
consolidation, variable interest entities,
or revenue recognition).The session will
discuss the changes to GAAP, how they
will be applied, and when they will be
effective.
Stephens is an award-winning educator
and CPE instructor. He focuses his
teaching and research on corporate
finance reporting and attest
services.
8:15 - 9:15 a.m. I AA 49
FASB Update II
Ray Stephens, CPA, CMA, DBA,
professor and director, Ohio Center for
Professional Accountancy, Ohio University
Review changes in financial accounting
concepts statements and ongoing
activity of the FASB, most of which is
in conjunction with the International
Accounting Standards Board.
Stephens is an award-winning educator
and CPE instructor. He focuses his
teaching and research on corporate
finance reporting and attest services.
9:45 - 10:45 a.m. I AA 58
Consolidations and Variable
Interest Entities
Ray Stephens, CPA, CMA, DBA,
professor and director, Ohio Center for
Professional Accountancy, Ohio University
Review the issues from the application of
SFAS 141R in ASC 805 and the changes
for fiscal years beginning after December
15, 2009. The session will cover the
determination and the primary beneficiary
for a variable interest entity.
Stephens is an award-winning educator
and CPE instructor. He focuses his
teaching and research on corporate
finance reporting and attest services.
11:15 - 12:15 p.m. I AA 67
Revenue Recognition
Ray Stephens, CPA, CMA, DBA,
professor and director, Ohio Center for
Professional Accountancy, Ohio University
Learn about the changes in revenue
recognition for multiple element
arrangements. This course will also
review ongoing issues in revenue
recognition that have been discovered in
various reviews of financial statements
and accounting firms.
Stephens is an award-winning educator
and CPE instructor. He focuses his
teaching and research on corporate
finance reporting and attest
services.
76
1:00 - 2:00 p.m. I AA
Generally Accepted Privacy
Principles - How to Lose Your Next
Audit
Michael Stagar, MBA, CPA, CFE
Review the Generally Accepted Privacy
Principles created by the AICPA/CICA
Privacy Task Force to help management
assess existing privacy programs and
address privacy obligations and risks.
Stagar has over 30 years of service in the
accounting profession. His experiences
have included fraud examinations, work
with legal counsel, financial medical
audits and collegiate instruction.
2:15 - 3:15 p.m. I AA 85
10Cleveland_Show_Brochure.indd 7
MAP
Ten Imperatives to Building a
World-Class Wealth Management
Business
Michael Livingston, CFP®, regional
director of business development,
1st Global
Learn from experience. This session
presents the collective wisdom of leading
wealth management firms on the steps
that must be taken to succeed.
Livingston consults with tax, accounting
and legal firms that offer financial
services as part of their practice to help
them develop a comprehensive wealth
management focus.
8:15 - 9:15 a.m. I SK 50
Getting Rewarded for Being a
Trusted Business Advisor
Eric Rigby, CPA, PFS, CFF, principal,
RFG-APC
Learn techniques for better meeting
management, asking open ended questions,
and the process of quantifying opportunities
into dollars for your clients. You will learn
how to translate the issues your clients are
facing today into opportunities for consulting
revenue for your firm.
Rigby has over 20 years of experience
in accounting, tax services, business
consulting, dispute resolution, financial
planning, and wealth management.
9:45 - 10:45 a.m. I SK 59
Client Retention: Back to the
Basics of Business
Eric Rigby, CPA, PFS, CFF, Principal,
RFG-APC
Find out how to retain the clients and that
make you successful and how to market
and develop your business for future growth.
In this session, we’ll discuss how firms can
polish effective strategies that will increase
customer service and strengthen client
relationships and we’ll cover ideas for long-
term client retention.
Rigby has over 20 years of experience in
accounting, tax services, business consulting,
dispute resolution, financial planning,
and wealth management.
11:15 - 12:15 p.m. I SK 68
Professional Liability - Public
CPAs Risk in a Tough Economy
Duncan B. Will, CPA/ABV/CFF, CFE,
Loss Prevention accounting and auditing
specialist, CAMICO Mutual Insurance
Company
Gain insight into why CPAs are getting
sued in these difficult economic times
and learn practice management
techniques to minimize or avoid costly
litigation.
Will has 30-plus years of accounting
experience include public accounting,
forensic accounting, consulting,
and audit and tax compliance.
77
1:00 - 2:00 p.m. I SK
CRM, 101 for CPAs
Chris J. Finnecy, principal,TrellisPoint,
LLC
Realize the potential of what a CRM
solution can provide to your organization
with customer retention, targeted
marketing and customer satisfaction.
Find out what you need to know when
selecting a CRM system.
Finnecy is an accomplished sales and
management consulting professional,
with 18 years of experience in CRM, ERP,
financial, distribution and manufacturing
systems, enterprise application
integration systems, and project
management.
2:15 - 3:15 p.m. I SK 86
Sessions with an asterisk  have been submitted for approval for CE
to the CFP Board.
EMERGING ISSUES
Working for You: OSCPA Legislative
Regulatory and Election 2010 Update
Barbara Benton, CAE, vice president of
governmental affairs and Amy Mignogna,
MPA, CAE, senior manager governmental
affairs, The Ohio Society of CPAs
Join us for an update on the federal and state
legislative and regulatory issues, as well as
how the 2010 election will impact the political
landscape in Ohio.
Benton develops and implements legislative
strategy; and oversees the political action
committee and grass roots program. Mignogna
is responsible for lobbying on tax and general
business issues and is the content
manager for OSCPA’s tax section.
8:15 - 9:15 a.m. I SK 51
Health Care Reform-The Good,
The Not So Good and The Undone
David W. Stetler, JD, CLU, owner,
Stetler Associates
Brian G. Paul, manager, government relations,
Council of Smaller Enterprise (COSE)
Review the timeline of the federal health
care reform law and how it affects
individuals and small businesses.
Stetler serves on the boards for COSE,OSBC
and NSBA and is involved in government
advocacy efforts that support health care
reform initiatives. Paul Active in NE Ohio
small business for nine years, Paul’s primary
policy areas are health care, health insurance,
labor and tax public policy.
9:45 - 10:45 a.m. I SK 60
 Evaluating Market Volatiliy Using
Wealth Management Strategies
David H. Bogart, AAMS, financial advisor,
Ameriprise Financial and
Carl M. Spigelmeyer, III, senior vice
president and senior regional marketing
director, Putnam Retail Management
Explore the lessons learned after "The Great
Recession." Other topics include the N.U.A.
rule, minimizing the impact of A.M.T., and
estate planning essentials.
Bogart helps his clients manage their financial
matter for life by planning for the certainty of
uncertainty. Spigelmeyer provides sales and
marketing support to financial representatives
and institutions, and wire houses.
11:15 - 12:15 p.m. 69
 Offshore Accounts, Tax Return
Positions and IRS Initiatives
David J. Lewis, JD, CPA, attorney -
shareholder, Buckingham, Doolittle &
Burroughs, LLP
Get acquainted with the IRS initiatives
regarding clients with offshore accounts.
We will cover how to make amended
returns effective, the relationship between
return preparer and attorney, IRS criminal
prosecution criteria, and tax return preparer
duties.
Lewis represents taxpayers on tax shelter
audits, off shore trusts, intermediary tax
shelters and foreign and Swiss
accounts.
78
1:00 - 2:00 p.m. I TX
Ohio Budget Advisory Task Force
Report Update
David M. Reape, CPA, senior manager
Ciuni & Panichi
Discover what the OSCPA Budget Advisory
Task Force had to say to Gov. Strickland
when they presented a road map of
recommendations to improve our state’s
fiscal problems. The task force provided
the state with objective, third-party CPA
expertise and perspective to address the
state budget situation.
Reape is a senior manager in the firm's
Not-For-Profit Group and specializes
in tax exempt entities and closely-held
businesses.
2:15 - 3:15 p.m. I SK 87
NFP
 The Latest From the IRS on
Exempt Organizations
David M. Reape, CPA, senior
manager, Ciuni & Panichi
Join us for an update on IRS compliance
and audit programs for exempt
organizations. We will discuss what
questions are really important on the
990 and we’ll review recent guidance,
announcements and rulings concerning
exempt organizations.
Reape is a senior manager in the firm's
Not-For-Profit Group and specializes
in tax exempt entities and closely-held
businesses.
8:15 - 9:15 a.m. I TX 52
Responsibilities of Being a Board
Member
Peter A. Igel, attorney, Calfee, halter &
Griswold LLP
Take a fresh look at how board members
from exempt organizations are rethinking
the way they do business in order to
show accountability and satisfy the
demands of the IRS, state attorneys
general, and outside communities.
This session will review the oversight
responsibilities for today's board
members of nonprofit entities.
Igel is a recognized certified specialist in
Federal Taxation Law by the Ohio State
Bar Association.
9:45 - 10:45 a.m. I SK 61
The Changing NFP Landscape
J. Clarke Price, CAE, president and CEO,
The Ohio Society of CPAs
Discuss the implications of today’s
financial landscape for not-for-profit
organizations. How are they coping
with increased governmental oversight,
shrinking financial reserves and
dwindling support channels in an
environment where strategic plans are
often being thrown out the window?
During his 33-year career with the
OSCPA, Price has helped grow the
society into the fourth largest of the state
organizations serving CPAs.
11:15 - 12:15 p.m. I SK 70
Successfully Procuring Grants
Lauren P. Steiner, JD, Grants Plus           Responsibilities – Ethics:
Look at what works and what doesn’t
with grant proposals, including Federal
proposals, and delve into effective
writing and organization styles. We'll
review some of the common reasons
proposals are declined and ways to
prevent them. We’ll also discuss ways
to help you view a declination as an
opportunity to improve the proposal and
get a “yes” next time.
Steiner has successfully raised grant
money for human services agencies,
schools, cultural institutions, civic
initiatives, and media projects.
79
1:00 - 2:00 p.m. I SK
 NFP Accounting and Financial
Reporting Issues
Helen E. Weeber, CPA, manager,
Howard, Wershbale & Co.
Join us to discuss recent pronouncements
and developments affecting NFPs and
what the future may look like, including
IFRS convergence. You will also learn what
is new and what is in the pipeline for NFP
organizations.
Part of the firm’s Nonprofit Industry Group,
Weeber has significant experience with
nonprofit accounting and auditing issues,
including A-133 audits.
2:15 - 3:15 p.m. I AA 88
POTPOURRI
Investing in Your Health
Your Guide to Chronic Disease
Prevention
Jet Blizzard, VP of Corporate Services,
Life Line Screenings
David Lauritzen, vice president of
sales, HealthCare Strategies, Inc.
Learn about the importance of prevention
screenings for monitoring health and finding
chronic disease in the earliest stage when it’s
most effective to treat and prevent progression. 
Blizzard designs effective chronic disease
prevention programs focused on engagement,
education and early detection screenings.
8:15 - 9:15 a.m. I SK 53
Staying Fit Where You Sit!
Jordon M. Thomas, Wellness coach,
Wellness Coaches USA
Get fit while you sit. In a world where
the majority of people sit for more
than eight hours a day, health risks are
steadily increasing and physical fitness
is rapidly declining. This session will
describe a healthy desk posture and
exercises you can do at your desk.
Thomas has been a personal trainer
and fitness instructor at the YMCA, a
Weight Watcher’s leader, and has also
taught Pilates, aerobics, cycling, and
kick boxing.
9:45 - 10:45 a.m. I SK 62
You Are Where You Work – How
the Environment Affects Your
Food Choices
Christine Polisena, MS, MBA, RD, Senior
Consultant, Health Management Services,
Oswald Companies
Find out the importance of wellness and
how it can help control health care costs.
Learn how to positively impact your
employees’ nutrition habits and lifestyle
by changing the environment.
Polisena has over 20 years in the
industry as a registered dietitian,
wellness coordinator and manager of
wellness program services.
11:15 - 12:15 p.m. I SK 71
Professional Standards and
Resources, Rules and Reminders
Jerry Esselstein, CPA, principal,
Jerry L. Esselstein Company, LLC
Satisfy the Accountancy Board of
Ohio's professional standards and
responsibilities course requirement to
become a CPA, and get an update for
the experienced CPA. Personal Greed,
Regulation Efficacy, Risk & Reward,
Wall Street – Our CPA profession
continues to be tested more than
ever – are we meeting this challenge?
CPAs are under more pressure today
than ever. Only through a collective
commitment to our professional
standards will we succeed in meeting
today’s ethical challenges. This course
investigates resources and tools
available to CPAs to maintain an ethical
course and positively influence the
behavior of clients and employers.
Esselstein is a national CPE instructor
and two-time recipient of the OSCPA’s
Instructor of the Year Award. Esselstein
presents seminars to business groups
on professional development topics.
1:00 - 3:45 p.m. I ET 80
9/16/2010 10:15:49 AM
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ADP Mutual of America
AICPA/PCPS – Private Companies NESCO Accounting and Finance
Practice Section Office Tools Professional
Beachwood Systems Consulting Ohio Commerce Bank
Becker Professional Education Oswald Companies
Bisk Education, Inc. DBA Bisk CPEasy Paychex
BNA Paycor
CAMICO PDP Tax Systems/Service
CCH, a Wolters Kluwer business Pinnacle Wealth Planning Services, Inc.
ComDoc and Brunswick Companies
CompManagement, Inc Saling Simms Associates
Creative Benefit Strategies, Inc. Socius
Duffy + Duffy Cost Segregation Solupay Processing Systems
Services, Inc. Spero-Smith Investment Advisers, Inc.
DYMO Endicia System Care Inc
E. Mochila, Inc. TaxWorks
e2b Software The Ahola Corporation Interested in participating?
Herbert H. Landy Insurance Agency Third Federal Savings & Loan There is still time to be part of the show. For more information on
Insurance Partners Agency, Inc. Thomson Reuters RIA & PPC exhibiting and sponsorship opportunities, contact Denise Ison-Miller,
Internal Revenue Service TE/GE Thomson Reuters, Tax & Accounting strategic relationships manager, 800.686.2727 x325 or
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Lawrence Binding Systems, Inc. UBS Financial Services

ClevelandACCOUNTINGSHOW e g iste 13
R t. Contact information
Oc E
by SAV
0!
a n d
$5
Society ID # (found on the back cover with address) ___________________________
October 27-28 / I-X Center / One I-X Center Drive / Cleveland, OH 44135
Indicate your option below. All options include admission to the exhibit hall.
Full Name ___________________________________________________
Member BOTH DAYS SINGLE DAYS ETHICS ONLY
REGISTRATION RATES

& Nonmember Course #07701CL Wednesday, Oct. 27 Wednesday, Oct. 27 - Course # 07704CL E-Mail ______________________________________________________
Thursday, Oct. 28 - Course # 07705CL
Rates Thursday, Oct. 28
Firm ________________________________________________________
Early member fee: $319* $199* $149*

Early nonmember fee: $474* $354* $304* Business Address (Street) _______________________________________
Standard member fee: $369 $249 $199
____________________________________________________________
Standard nonmember fee: $524 $404 $354

City _____________________State___________Zip _________________

*Register by October 13 to take advantage of early registration savings. The registration form is located on the back cover.

I plan to attend (included with registration) Phone_______________________________________________________

Networking Reception - Wed., October 27 /4:15-6:15 p.m. Section Breakfast (Open to OSCPA members only) - Thursday, Oct. 28/7:00-8:00 a.m. Course confirmations will be sent via e-mail.* In the event the Society does
not have an e-mail on file your confirmation will be delivered via mail.
Wednesday, Oct. 27, 2010 (Choose only one session from each group below. Maximum number of five sessions per day; 300 minutes equals 8 hours of CPE)
8:30-9:30 1. Federal Tax Update I 2. Microsoft Office 2010 3. Building a Business Plan in a Tough Economy 4. Health Care Reform Yes, Please notify me of upcoming CPE events via e-mail.*
8:45-9:45 5. Comp & Review Update 6. Professionalism for Emerging Leaders 7. Retirement Plan Update 8. Internal Controls for Small Businesses
9. Professional Standards (8:45 - 11:30)
10:00-11:00 10. Federal Tax Update II 11. Data Backup and Recovery 12. Presentation Zen 13. College Planning - 529 Plans
10:15-11:15
12:00-1:00
14. Peer Review for Small Practitioners
18. Multi-State Tax Issues
15. What IFRS Means to the Young CPA
19. Information Technology Update
16. Inheritance Controversies
20. Current Employee Benefits
17. Common Payroll Mistakes
21. Insurance Gotchas - personal insurance
Payment
12:15-1:15 22. 403(b) Program Updates 23. Balancing the Generations 24. Estate Planning 25. Financial Statements Done Right
26. Selecting the Right Software Make check payable to: The Ohio Society of CPAs (mail)
1:30-2:30 27. Advanced Partnership Issues 28. The Power of Pivot Tables 29. Non-traditional Sources of Expansion Capital 30. Avoiding Long Term Care Expenses Company Card Personal Card Edvantage Card
1:45-2:45 31. IFRS I 32. Success is a Lifestyle! 33. Year End Tax Planning for Individuals 34. QuickBooks Mistakes 35. Protect Your Assets
VISA MasterCard Discover AMEX
3:15-4:15 36. IC-DISC Export Incentive 37. Building a Better Reporting Template 38. Mitigating Fraud in Uncertain Times 39. Federal Estate Tax Charges
3:30-4:30 40. IFRS II 41. Seven Levels of Leadership 42. Year End Tax Planning for Businesses 43. Save up to Four Hours from QuickBooks
44. 401(k) Fee Disclosure Card # ______________________________________________________

Thursday, Oct. 28, 2010 (Choose only one session from each group below. Maximum number of five sessions per day; 300 minutes equals 8 hours of CPE)
Exp. Date____________________________________________________
8:00-9:00 45. Federal Tax Update I 46. QuickBooks - What's New 47. Bankruptcy Issues for CPAs 48. Alternative Investing
8:15-9:15 49. FASB Update I 50. Building a Wealth Management Business 51. Legislative Update 52. The Latest From the IRS on Exempt Organizations
53. Chronic Disease Prevention
Name on Card _______________________________________________
9:30-10:30 54. Federal Tax Update II 55. FBI: Emerging threats and Trans National Crime 56. Critical Issues for Industry CPAs 57. Identity Theft/Cyber Crimes
9:45-10:45 58. FASB Update II 59. Being a Trusted Business Advisor 60. Health Reform Update 61. Responsibilities of Being a Board Member
62. Staying Fit Where You Sit
11:00-12:00 63. International Tax Hot Topics 64. Mobile Technology 65. The Dissolution of Business Entities 66. Estate Planning with Commercial and Private Annuities Visit the Course Catalog at www.ohioscpa.com and
11:15-12:15 67. Consolidations and Variable Interest Entities 68. Client Retention 69. Evaluating Market Volatility 70. Changing NFP Landscape
71. Nutrition enter the course # 07701CL in the keyword field to
1:00-2:00 72. IRS Return Preparers Regulations 73. Advanced Microsoft Outlook for CPAs 74. Crisis Management for Employers 75. How Clients Deal with Health Care Changes register or mail registration form and check to The
76. Revenue Recognition
80. Professional Standards (8:45 - 11:30)
77. Professional Liability 78. Offshore Accounts 79. Successfully Procuring Grants Ohio Society of CPAs, 535 Metro Place South, P.O.
2:15-3:15 81. Ohio Sales and Use Tax 82. The Joys of a Home Office 83. Successfully Transitioning out of a Business 84. Investing in an Unstable Market
Box 1810, Dublin, OH 43017-7810.
85. Generally Accepted Privacy Principles 86. CRM 101 for CPAs 87. Task Force Recommendations 88. NFP Accounting and Financial Reporting Issues

10Cleveland_Show_Brochure.indd 8 9/16/2010 10:15:56 AM