NEW! Roanoke Tax, Finance & Technology CPE Cluster
October 28–29, Hotel Roanoke & Conference Center
Southwest Virginia hosts this cluster at the world-class Hotel Roanoke & Conference Center. Add the scenic Blue Ridge Mountains and the brilliant changing leaves to seminars in tax, finance and technology, and you've got a recipe for an outstanding and productive weekend.
Earn up to 16 CPE credits over two days with Neil Brown, Sheldon Mutchnick and technology expert Judy Borsher. Take a look at the course list below for detailed descriptions and registration.
- Cluster Instructors
- List of Seminars at the Cluster
- Registration & Discounts
- Location & Accommodations
Cluster Instructors | Top
Judy Borsher, CPA, MBA, CITP, Microsoft Certified Instructor (Office 2007), is the president of SCG Training and Consulting Corporation, a technology firm providing instructor-led training, consulting and programming services. She also is a national presenter of technology CPE programs for the accounting community and since 1987, has delivered more than 1,600 technology lectures with consistently high ratings.
Neil Brown, CPA, CFP®, currently advises clients at Burkett Financial Services (BFS) on a wide variety of personal financial planning issues, including distributions, retirement, income tax, insurance, education, investments and estate tax. Prior to joining BFS, Brown headed the financial planning department at a large fee-only financial planning firm.
Sheldon Mutchnick is president of SFT Corporation. He consistently presents practical, results-oriented programs that engage audiences through the use of humor, real-world examples and group participation. In addition to 30 years of hands-on business experience, he’s provided professional development to leaders of Fortune 500 companies for the last 12 years.
Course List | Top
Courses and dates for the Roanoke Tax, Finance & Technology CPE Cluster are below. To register for any course or find out more details, click on the course title below. (All courses take place from 8:30 a.m. – 4:30 p.m. and qualify for up to 8 CPE credits.)
Thursday, October 28
Save $50 per seminar by registering before September 28!
- Corporate Finance for Today's CPA (3-120)
- Converting Your Pension & IRAs to Roth IRAs: A Major New Strategy Your Clients Must Consider (3-121)
Friday, October 29
Save $50 per seminar by registering before September 29!
- Determining How Much Money You Need to Retire, & Tax Ideas & Money Management in Retirement (3-122)
- Excel Advanced Functions, Pivot Tables & Tips (3-123)
Registration & Discounts | Top
8-hour seminars cost $375 for state CPA society members and $475 for nonmembers. Cost includes course materials, instruction, lunch and beverage breaks.
**Nonmembers — join now to take advantage of member pricing on seminars in this cluster. Your savings on seminars in this cluster alone could put up to $200 back in your pocket!**
The VSCPA offers an array of money-saving discounts, including:
- $50 early registration discount: All courses are marked with an early registration deadline. Receive a $50 discount on each course for which you register before the early registration deadline. For example, if you register for two courses in the Roanoke Tax, Finance & Technology CPE Cluster before September 28 (the earliest deadline), take $50 off each course, $100 total.
- $100 VSCPA member discount on 8-hour seminars: The $100 VSCPA member discount is automatic for all members of the VSCPA or any other state CPA society. Members of the AICPA who are not members of a state CPA society are NOT entitled to the member discount and should pay the regular course fee as published.
- Multiple seminar registration discount: Register for three or more VSCPA 8-hour seminars before October 1, 2010, and receive $25 off each seminar (must register at the same time for all courses). For example, register for two courses in the Roanoke Tax, Finance & Technology CPE Cluster and the Don Farmer Federal Tax Update on November 8 in Roanoke, and take $25 off each registration fee, total $75. (You may register for more than three, but you must register for all seminars at the same time and complete the registration by October 1, 2010.)
- Government vouchers: The VSCPA accepts government vouchers.
Take advantage of your discounts by registering online or by calling the VSCPA Education Team at (800) 341-8189.
Location & Accommodations | Top
To discover more about Roanoke and find things to do in the area, please go to www.visitroanokeva.com.
Discounted accommodations are available at:
Hotel Roanoke & Conference Center (directions)
110 Shenandoah Avenue
Roanoke, VA 24016
Phone: (540) 985-5900
Rate: $149/night by September 24, 2010 for the Roanoke Tax, Finance & Technology CPE Cluster (you must request the Virginia Society of CPAs rate).
Parking: Daily self-parking costs $6; overnight self-parking costs $7; daily valet costs $10; overnight valet costs $12
Please note: VSCPA room blocks are first-come, first-serve, and the rate is only guaranteed until September 24, 2010, or until the room block or hotel sells out. Reservations accepted after September 24 will be at the hotel’s discretion, based on rate and space availability. When calling to make your reservation, please tell the hotel that you are calling about the Virginia Society of CPAs room block.
The events listed are live, group update programs. Prerequisites and/or advanced preparation requirements are noted within the description for each event. The Virginia Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org
For more information regarding refund, complaint, program cancellation or other policies, visit www.vscpa.com/CPEPolicies or call (800) 341-8189.
