Small Firms
conference
Let us help you reach the green.
www.scacpa.org/smallfirms2014
South Carolina
CPA
Columbia, SC
2014 Small Firms Conference
South Carolina Bar Conference Center, Columbia
Staying up-to-date with the trends in accounting can be a challenge, especially for
sole practitioners and CPAs in small firms. The 2014 Small Firms Conference will
help you stay on course while developing a plan for your firm’s future.
From retirement and succession planning, to competing with larger firms and
building your brand, this is your opportunity to hear from industry leaders on hot
topics that impact you. Don’t get stuck in the sand trap, register today and let us
help you reach the green.
SCHEDULE Thurs., Oct. 23
Time
Event/Course
8:00 - 8:30 a.m.
Registration and Continental Breakfast
8:30 - 10:10 a.m.
(A01) 10 Steps to a Digital Practice for the Small Firm
aka Going Paperless
2 credits, Specialized Knowledge & Applications
10:10 - 10:20 a.m.
Networking Break
10:20 a.m. - 12:00 p.m.
(B01) AICPA Small Firm Update
2 credits, Business Management & Organization
12:00 - 12:50 p.m.
Lunch
12:50 - 1:40 p.m.
(C01) Practical Ethical Considerations for the CPA
1 credit, Behavioral Ethics
1:40 - 1:45 p.m.
Change Break
1:45 - 2:35 p.m.
(D01) Retirement Planning and Succession Planning
1credit, Business Management & Organization
2:35 - 2:45 p.m.
Networking Break
2:45 - 3:35 p.m.
(E01) Competing with Larger Firms in Today’s Environment
1 credit, Specialized Knowledge & Applications
3:35 - 3:40 p.m.
Change Break
3:40 - 4:30 p.m.
(F01) Building Your Firm’s Brand: Ten Commandments to
Prosper By
1 credit, Marketing
Speakers
John Higgins, CPA, CITP
CPA Crossings
Carl Peterson, CPA
Vice President of Small Firms, American
Institute of Certified Public Accountants
Jay Jacobs, CPA, MBA
Jay J. Jacobs, CPA
Joel Olbricht, CPA
President & CEO of Olbricht Storniolo Group
and AICPA PCPS Executive Committee
Joel Olbricht, CPA
President & CEO of Olbricht Storniolo Group
and AICPA PCPS Executive Committee
Sam Patrick
President, Patrick Marketing and
Communications, Inc.
Oct. 23, 2014 | www.scacpa.org/smallfirms2014
Things You Need to Know
Hotel Accommodations
Holiday Inn - West Columbia Airport
110 McSwain Drive, West Columbia, SC 29169
Room Rate: $99
Call (803) 391-4000
Located 5 miles from the SC Bar Conference Center
Directions: Please log onto our website,
www.scacpa.org/smallfirms2014
Conference Facility
SC Bar Conference Center
1501 Park Street, Columbia, SC 29202
(803) 771-0333 | Parking is complimentary
Continuing Education
Event Code: 413214
CPE Credit: 8hrs (3.0 SK, 3.0 BM, 1.0 BE, 1.0 MA)
Level: All
Designed for: sole-practitioners, partners and
employees of small firms
STAY CONNECTED
to your SCACPA colleagues
Friend us on Facebook.
www.facebook.com/SCACPA
Chat with us on Twitter.
#smallfirms2014
Join our group on LinkedIn.
www.linkedin.com
Oct. 23, 2014 | www.scacpa.org/smallfirms2014
Registration Information:
Registration is on a first-come, first-served basis.
The registration fee for an 8 hour event includes
the cost of eMaterials, instruction, lunch and
breaks. All registrations must be accompanied by
full payment, or government voucher, before a
seat is reserved in the course. SCACPA does not
invoice for the course registration fee. Payment
may be in the form of a personal or company
check, or charged to an American Express,
Discover, MasterCard or VISA.
Confirmation: A confirmation is sent to
each registered participant. The confirmation is
computer generated and mailed or emailed after
payment is received and processed. If you do
not receive a confirmation within 3-5 business
days after registering, please contact the SCACPA
office to confirm your registration. If you register
late, you may not receive a confirmation before
the course.
Special Requests: Please notify us
of your need at the time of registration or
at least two weeks prior to course date. You may
find it necessary to bring a light jacket or sweater
to programs. Room temperatures vary, and we
want you to be as comfortable as possible to get
the most out of your training experience. Contact
the CPE team at 888-557-4814 ext. 110 or 112 or
[email protected].
Firm Discount: Register five or more people
from the same firm at the same time and receive
a $15 discount per registrant.
Registration Modifications:
Substitutions, transfers and cancellations will
not be accepted by phone. These items must be
in writing and emailed to [email protected], faxed
to (803)791-4196, or mailed to SCACPA, 1300
12th St., Suite D, Cayce, SC 29033 before the
event date. You will receive confirmation of your
request via email, fax or phone within one day.
If you do not, it is your responsibility to verify
the office received the request. Any balance
after a transfer or cancellation may be applied
to another program or refunded. Refunds,
substitutions, transfers and cancellations are not
accepted after eMaterials are uploaded to the
website. Complete registration policy can be
viewed online at www.scacpa.org/cpepolicies.
Ematerials: Course materials are available
electronically as PDFs only, making them easily
available to view on your personal tablet or
e-reader. Electronic materials will be uploaded
approximately 3 days before the event.
Materials are copyrighted and permission to
download and/or print is granted to the paid
participant of the event exclusively. Materials
will not be provided to you at the event.
SCACPA cannot guarantee Internet access.
Please download the materials to your device
in advance. Once the materials are uploaded
to the SCACPA website, refunds, transfers,
substitutions and cancellations are no longer
accepted. As a condition of your registration
you accept the terms and conditions of the
electronic materials. Visit www.scacpa.org/
ematerials to learn how to download, navigate
and annotate your electronic materials.
Small Firms Conference (413214)
REGISTRATION CATEGORY
SCACPA Member
REGISTRANT INFORMATION
PAYMENT INFORMATION
TOTAL FEES: $
Member #
Check Enclosed
Name (please print)
Other State CPA Society
Member #
Discover
Firm/Organization
Nonmember
Daytime phone
RATES
SCACPA Member - Early Bird
(By Oct. 2)
SCACPA Member
$220
Other State Society Members
$245
Non-Members
$345
$245
OTHER
I have read and understand SCACPA’s full
registration policies posted at www.scacpa.org/
cpepolicies
Visa
A participant list may be provided to attendees,
speakers, exhibitors/sponsors attending the event
upon request. Check this box to opt out of the listing.
home mobile
Secondary phone mobile
office
home office
MasterCard
American Express
Print Card Holder’s Name
Credit Card Number
Expiration Date
Address
CVV
City/State/ZIP
Card Holder’s Signature
Email Address
Vegetarian
Vegan
Food Allergy:
Register Today!
Online: www.scacpa.org/smallfirms2014
Fax: (803) 791-4196
Credit card payments only
Mail: SCACPA, 1300 12th Street, Suite D,
Cayce, SC 29033
Oct. 23, 2014 | www.scacpa.org/smallfirms2014
SC Association of CPAs
1300 12th St., Suite D
Cayce, SC 29033
www.scacpa.org
Small Firms
conference
Let us help you reach the green.
Oct. 23, 2014 | Columbia, SC
First Class
US Postage
PRSRT STD
Permit No. 1146
Columbia, SC