2014 the George A. Gustafson Accounting and Finance CPE Seminar Series

The complete descriptions of the sessions are listed below.

To register online, coming soon.

For a printable registration form, click here


$110 1 Session (4 CPE Credits)
$200 2 Sessions (8 CPE Credits)
$280 3 Sessions (12 CPE Credits)


Session Descriptions

Monday, June 2 8:30 a.m. - Noon

Estate Planning Refresher and Updates (4 CPE Credits) - Review everything from real estate transfers to types of trusts. Visit the relatively new Michigan trust and estate statutes, and the brand new Wisconsin trust code. Touch on trust accounting, fiduciary standards, ethics, trust decanting and trust protectors. Bring your questions and cases to discuss.
Presenter: Micheal J.Kolasa, J.D., LL.M., CFP, CTFA, CAP,  Vice President & Trust Officer - Stephenson National Bank & Trust, Trust Office, Marquette, Michigan.

Monday, June 2 1:00 - 4:30 p.m.

Technology & the CPA (4 CPE Credits) - This seminar is designed to highlight the following topics:
The Cloud” and information storage (what are the implications for the CPA)
This session will help guide you in the process of migrating your applications and data to the cloud.  Also, to be reviewed will be the applications that “make sense” to migrate to the cloud.
CPAs and Aps It will also incorporate emerging technology concerns in the realm of fast growing areas like social media.
Technology and Confidentiality (what are the opportunities, risks and concerns)
CPAs and Websites (How can they be used/abused)
Technology influences on audit procedures
Presenter: Carol Johnson, M.B.A. Instructor of Associate Degree Programs, Northern Michigan University, Marquette, Michigan.

Tuesdays, June 3 8:30 a.m. - Noon

Budgeting Basics in the Small Business Environment (4 CPE Credits) - Budgeting is widely recognized as one of the primary tools of planning and control for managing a business.  Despite this fact, many small business owners lack the knowledge and skills necessary to build and maintain operating and cash budgets.  This session will cover how to build select operating budgets such as materials, labor, overhead, and operating expense budgets, as well as the all-important cash budget using Microsoft Excel.
Presenter: George Wilson, Ph.D., Accounting. Assistant Professor of Accounting, Northern Michigan University, Marquette, Michigan.

As applicable, these programs fulfill the Continuing Professional Education Requirements of State Boards of Accountancy for accountants and auditors, and (Federal) enrolled agents as well as the Independent Accountants Association of Michigan. The NMU courses are in compliance with the Michigan State Board of Accountancy's CPE requirements of qualified instructors, subject area and record keeping, including the requirement that states to receive one-hour CPE credit, the registrant must be in attendance 50 minutes. A Certificate of Attendance will be provided for hours attended.