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Southwest Chapter
Chapter Board
Members
Chapter
Luncheons
Chapter Mini
Seminars
Southwest Chapter Board
2011 - 2012
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President |
Holly Bailey, Boise |
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Past President |
Paul Bahnson, Boise |
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President-Elect |
Brandon Siok, Meridian |
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Secretary/Treasurer |
Marion DeMaria, Boise |
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Director |
Chris Forrey, Meridian |
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Director |
Kelly O'Neil, Boise |
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Director |
Chris Larson, Boise |
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Director |
Mark Ellison, Boise |
Southwest Chapter Luncheons
Location: Red Lion Downtowner - 1800 Fairview Avenue
Time: Lunch will be served promptly at 12:00 p.m. and will conclude at
1:30 p.m.
Cost - 1 hour luncheons: Members - $20.00; Non-Members - $30.00 - Payment must
accompany all registrations.
Cost - 2 hour luncheons: Members - $30.00; Non-Members - $50.00 - Payment must
accompany all registrations.
CPE Credit: up to 3 hours
Pre-registration is strongly encouraged — walk-ins will be accommodated if seats are
available. To guarantee a seat, register online or fax your registration with your
credit card information to 208.344.8984.
Complimentary ISCPA Members Bonus CPE: The ISCPA’s Small Firms Committee is
sponsoring a complimentary hour of CPE immediately preceding the luncheons in
September, October and November for all ISCPA members. These sessions start at 10:30 am and will be held in the same room
as the luncheons. Nonmembers may attend the Small Firm Roundtables for a fee of
$15 each.
Complimentary ISCPA Members PFP Bonus CPE: The ISCPA’s Personal Financial Planningg
Committee is sponsoring a complimentary hour of CPE immediately following the luncheon in
November for all ISCPA members. This session start at 1:30 pm and will be held in the same room
as the luncheon. Nonmembers may attend this presentation for a fee of $15.
2011 - 2012 Season
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Date |
Presentation |
Presenter |
Link |
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September 20 |
Using Tax Basis Financial Statements to increase Firm Profits & Productivity
(Special 2 Hour Presentation) |
Kelly K. O’Neil, CPA; O’Neil & Associates Chtd |
Details
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Small Firm Bonus
Live Roundtable |
Altering Perceptions – How to Communicate CPA’s Value to Clients & Employers
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Laura Canales, CPA |
Details
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Small Firm Bonus
Webinar |
Altering Perceptions – How to Communicate CPA’s Value to Clients & Employers
(ISCPA members outside the Treasure Valley only)
|
Laura Canales, CPA |
Details
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October 31 |
PTIN Update |
Kim Boyack, Stakeholder Liaison, Internal Revenue Service |
Details
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Small Firm Bonus
Live Roundtable |
Do You Have Permission?
Authorizations and Disclosures
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Kim Boyack, Stakeholder Liaison, Internal Revenue Service
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Details
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Small Firm Bonus
Webinar |
Do You Have Permission?
Authorizations and Disclosures
(ISCPA members outside the Treasure Valley only)
|
Kim Boyack, Stakeholder Liaison, Internal Revenue Service
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Details
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November 23 |
New Disclosure Rules For Retirement Plans |
Kelly K. O’Neil, CPA; O’Neil & Associates Chtd |
Details
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Small Firm Bonus
Live Roundtable |
I Don’t Have Time for Social Media . . . but . . . |
Barbara Cugini, CPA |
Details
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Small Firm Bonus
Webinar |
I Don’t Have Time for Social Media . . . but . . .
(ISCPA members outside the Treasure Valley only) |
Barbara Cugini, CPA |
Details
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PFP Bonus |
Basics of Probate Administration |
Victoria Meier, CPA |
Details
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December 9 |
Ethics in Practice (Special 2 Hour Presentation) |
Katherine M. Jones, CPA, CFE, CHC |
Details
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January 18, 2012 |
What Your Clients Need to Know About Banking, Lending, and the SBA |
Kathryn Lorenz, Vice President Key Bank & Mac Wrigley, Business Banker, KeyBank
of Idaho |
Details
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February 15 |
Idaho Economic Update |
Dr. Donald W. Holley, Boise State University |
Details
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SW Chapter CPE Mini-Seminars
Time: September - November seminars - 12:30 - 4:15 pm
December seminars - 8:15
am - 12:00 pm & 12:30 - 4:15 pm
Sign-in opens ½ hour before seminar starts
Location: ISCPA Training Center - 1649 Shoreline Drive - Training
Room 1 & 2
- Boise
CPE Credit: 4
Member Fees: $75 - early registration - $100 regular registration
Non-Member Fees: $125 - early registration - $150 regular registration
2011 Mini Seminars
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Date |
Presentation |
Presenter |
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October 19
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Share - Inform - Connect: Public Speaking |
Dale Dixon, On Camera Performance |
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November 21
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Enhancing Business Writing for CPAs |
Patrick Delana, Boise State University |
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December 12, AM
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Annual A & A Update |
Fred M. Christensen, CPA Leavitt Christensen & Co |
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December 12, PM
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Latest Update on Healthcare Laws for Employers |
Scott Kreiling, Regence BlueShield of Idaho |
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