Member Activities

Take a look at some of our recent events:

ASCPA Annual Meeting & Awards Luncheon 2018



ASCPA members and guests attended the 2018 ASCPA Annual Meeting and Awards Luncheon held at the Biltmore Resort on May 16. The event featured keynote speaker AICPA Past Chair Kimberly Ellison-Taylor and honored ASCPA Life Member Layne R. Simmons and Excellence in Teaching Award recipient Heather A. Altman.

ASCPA Winter Events - Jan. & Feb. 2018



Champion Training, tax changes, legislative changes and lots of events marked a busy two months for the ASCPA.

Upcoming Special Events:

July 31, 2018 12:00pm – 1:30pm

Behind the Scenes: Arizona Lottery

Join your fellow CPAs as we go Behind the Scenes at the Arizona Lottery! We have an opportunity to take a peek behind the scenes at the lottery and hear an interesting presentation from a few members of their team including the Deputy Director of Operations, Biju Kamaleswaran, CPA. This is an exciting and rare opportunity to visit and learn more about the inner workings of the Arizona Lottery. Lunch will be provided.

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Phoenix
Professional Development
1.5
August 9, 2018 12:00pm – 1:00pm

Latest Developments in Fraud

Come out for an interesting and engaging presentation from a leading expert in fraud and cyber security, Dr. Robert K. Minniti, CPA. Minniti is a Certified Forensic Account, Certified Fraud Examiner, Certified in Financial Forensics and a licensed private investigator in the stat of Arizona. He is a writer and public speaker. He has vast experience in a variety of areas including fraud examinations, financial audits, internal control development as well as risk management and financial forecasting.

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Flagstaff
1
August 16, 2018 12:00pm – 1:30pm

Financial Planning

Learn more about the latest trends in Estate Planning from expert Jason Washo. His articles about investing, insurance, retirement and financial planning have been published and his comments have appeared in the AZ Republic Newspaper, CNNMoney.com and US News and World Report. He has taught continuing education through the Arizona Society of CPA’s and for the Arizona Council on Economic Education. As an investment adviser representative with LPL Financial, he provides financial planning services to families and professionals in 13 states.

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Tucson
1
August 21, 2018 12:00pm – 1:00pm

ASCPA Professional Issues Update

This annual Society and professional issues update from our President CEO, Cindie Hubiak and our Board Chair, Mike Allen, is a must-attend session for all CPAs. This seminar will give you an update on ASCPA's legislative efforts, Board of Accountancy updates, the changing landscape of the profession, Society updates and more. Come prepared to share your thoughts, ask questions and be a part of this highly interactive program.

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Prescott
1
August 21, 2018 12:00pm – 1:00pm

The Why and How of Interest Rate Changes

Learn from a mortgage expert how best to assist your clients prepare for obtaining a mortgage or refinancing their mortgage. He will also discuss the volatility of interest rates and how to make that work for your clients.

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Yuma
1
August 29, 2018 12:00pm – 1:00pm

Webinar: The Impact of Tax Returns on the Home Loan Process

For over 22 years, Kelly Zitlow has seen the impact tax strategies have on the ability to qualify for a home loan. This conversation most often occurs with self employed people. This session will provide insight into the income calculation guidelines home lenders adhere to with a special focus on the Schedule C, Schedule E, K-1s and 2106 expenses. With this insight, CPAs will better understand the impact a tax approach might have should their clients need to obtain a home loan when purchasing real estate or refinancing a home.

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Webinar
Professional Development
1
September 18, 2018 12:00pm – 1:00pm

Working with clients affected by Cognitive Decline

Dementia Friends Arizona is taking part in an ambitious initiative to change people’s perceptions of dementia by transforming the way our community thinks, talks and acts about the disease. Dementia Friends Arizona is big project that asks for a small commitment: an hour of your time to learn how to become a Dementia Friend. The session will be taught by a Dementia Champion – a local volunteer who has been trained to facilitate discussions about dementia with the public. 

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Prescott
Business Valuation
1
Yuma
Taxation
1
September 20, 2018 12:00pm – 1:00pm

The Changing Audit Profession

The expanding use of data analytics and information technology is transforming the audit environment at a rapid pace, forcing both auditors and their clients to stay on the cutting edge.

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Flagstaff
1
Tucson
1
October 23, 2018 12:00pm – 1:00pm

What the Heck is a HECM: aka Reverse Mortgage?

During this discussion, we will talk about some of the basics of how reverse mortgages work. We will then look at some examples of how they have helped various older adults improve their financial position during their retirement years. And, finally, we will go over some of the tax issues associated with this financial planning tool. By the end, you should have a better over-all feel for when a reverse mortgage might help those you know, and when it might not.

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Yuma
Taxation
1
Prescott
Taxation
1
Tucson
Taxation
1
Flagstaff
Professional Development
1
November 15, 2018 12:00pm – 1:00pm

ASCPA Professional Issues Update

This annual Society and professional issues update from our President CEO, Cindie Hubiak and our Board Chair, Mike Allen, is a must-attend session for all CPAs. This seminar will give you an update on ASCPA's legislative efforts, Board of Accountancy updates, the changing landscape of the profession, Society updates and more. Come prepared to share your thoughts, ask questions and be a part of this highly interactive program.

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Tucson
1
November 15, 2018 12:00pm – 1:00pm

Webinar: Top HR Issues - Are You and Your Clients Prepared?

Human resource issues are among the biggest challenges facing employers. From recruiting, hiring, and onboarding, to discipline and termination, employers can quickly be consumed by administrative tasks that take focus away from high-value activities. However, falling short of HR compliance can lead to fines, penalties, or even litigation. This session will review the top HR issues facing companies today and how you can expand your role as a trusted advisor by offering guidance and resources to help employers overcome them.

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Webinar
Professional Development
1
Flagstaff
Taxation
1
Prescott
Advisory Services
1
Yuma
1
Yuma
1
December 11, 2018 12:00pm – 1:00pm

What the Heck is a HECM: aka Reverse Mortgage? aka Reverse Mortgage?

During this discussion, we will talk about some of the basics of how reverse mortgages work. We will then look at some examples of how they have helped various older adults improve their financial position during their retirement years. And, finally, we will go over some of the tax issues associated with this financial planning tool. By the end, you should have a better over-all feel for when a reverse mortgage might help those you know, and when it might not.

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Prescott
Professional Development
1
Tucson
1
Flagstaff
1
January 15, 2019 12:00pm – 1:00pm

Getting Queasy Over Arizona’s Paid Sick Time Law

Laura Hamblin will be giving a presentation entitled Getting Queasy Over Arizona’s Paid Sick Time Law.  Some of the topics that will be discussed are:

• The complexities involved with this relatively new law;
• Options for employers to comply with the law;
• Retaliation concerns;
• Arizona Industrial Commission enforcement efforts; and,
• Common employer missteps.

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Prescott
Professional Development
1
January 15, 2019 12:00pm – 1:00pm

ASCPA Professional Issues Update

This annual Society and professional issues update from our President CEO, Cindie Hubiak and our Board Chair, Mike Allen, is a must-attend session for all CPAs. This seminar will give you an update on ASCPA's legislative efforts, Board of Accountancy updates, the changing landscape of the profession, Society updates and more. Come prepared to share your thoughts, ask questions and be a part of this highly interactive program.

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Yuma
1
Flagstaff
Professional Development
1
January 24, 2019 12:00pm – 1:00pm

What the Heck is a HECM: aka Reverse Morgage?

During this discussion, we will talk about some of the basics of how reverse mortgages work. We will then look at some examples of how they have helped various older adults improve their financial position during their retirement years. And, finally, we will go over some of the tax issues associated with this financial planning tool. By the end, you should have a better over-all feel for when a reverse mortgage might help those you know, and when it might not.

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Tucson
1