SYNERGY2017. About the Workshops More than 100 to choose from. Step 1: Develop Your Conference Agenda. Workshop Descriptions

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1 SYNERGY2017 About the Workshops More than 100 to choose from Step 1: Develop Your Conference Agenda Use the Workshop Descriptions and the Workshop Schedule to develop your agenda. We recommend you select your must-have workshops first, then work the rest of your selections around the must-haves. Workshop Descriptions All SYNERGY workshops are presented live, with many of the most popular workshops offered more than once. Please note as you re selecting your workshops that some workshops have prerequisites or proficiency levels, so you can ensure that you re prepared for the session. Use the legend at right in combination with the information below to help select the workshops you d like to attend. Session # Don t forget to note the session numbers (A1, C8, etc.) of the workshops you want. You ll need those numbers for the registration process. Level You ll find workshops for every proficiency level: Basic, Intermediate, Advanced or Overview. Format Workshops are presented in one of three formats: Lecture, Panel Discussion or Hands-On (a laptop is provided for Hands-On workshops). Length Most sessions run 50 or 100 minutes; however, some workshops span more than one time slot and may run 150 or 200 minutes. Instructor SYNERGY instructors include CS Professional Suite users who have built highly successful practices, nationally recognized experts in specialized areas of the accounting profession and our talented Thomson Reuters staff. CPE Field of Study You can earn one CPE credit for each 50-minute time slot, and two CPE credits for each 100-minute time slot (see CPE credit details at tax.tr.com/cs-professional-suite/training/policies.aspx). New Workshops You ll see this designation on workshops that cover brand new topics or have had their content updated for Step 2: Register for Your Workshops Register online at tax.tr.com/cs-synergy. LEGEND New Workshops APPROPRIATE FIRM SIZE CPE FIELD OF STUDY Accounting Technical Hands-On Class Any Firm Small/Medium Large Auditing Technical Business Management & Organization Non-Technical Communications & Marketing Non-Technical Computer Software & Applications Non-Technical Information Technology Technical Personnel/Human Resources Non-Technical Taxes Technical Need Help? For help with registering or for more information regarding administrative policies, such as cancellations or refund requests, cs.service@tr.com.

2 SYNERGY2017 // PRE-CONFERENCE WORKSHOPS PRE-CONFERENCE WORKSHOPS WEDNESDAY, NOVEMBER 8 Pricing The cost is $190 for each half-day session (additional equipment costs are included), with a $50 discount if you register for both a morning and an afternoon session. Schedule WEDNESDAY MORNING // 9:00 a.m. 12:00 p.m. PRE-AM1 Accounting CS Essentials: Accounting Services PRE-AM2 Accounting CS Essentials: Payroll Services PRE-AM3 Checkpoint Functionality: Must See Federal Tax Features A Deeper Dive PRE-AM4 Practice CS Setup Essentials PRE-AM5 Managing Workload in Practice CS PRE-AM6 UltraTax CS Individual PRE-AM7 Workpapers CS Essentials WEDNESDAY AFTERNOON // 1:00 p.m. 4:00 p.m. PRE-PM1 Accounting CS Essentials: Accounting Services PRE-PM2 Accounting CS Essentials: Accounts Payables and Receivables PRE-PM3 Connecting Accounting CS & QuickBooks PRE-PM4 Practice CS Processing Essentials PRE-PM5 Modifying Your Existing Practice CS Database PRE-PM6 UltraTax CS Corporations / Partnerships PRE-PM7 Workpapers CS Essentials PRE-PM8 Implementing NetClient CS Portals (Lecture) Note: The code (e.g. PRE-AM1, PRE-PM2, etc.) represents the workshop numbers, which are needed for registration. A half-day session earns 3 CPE credits. DESCRIPTIONS Accounting CS Essentials: Accounting Services We ll focus on the basics of Accounting CS in this workshop, and you ll learn processes and workflow options to help make your firm more efficient and reduce the time spent on each client. You ll leave feeling comfortable with new client setup and navigation through the software. Upon completion, you ll be able to: Navigate the program Design the Accounting CS database with new client setup items Execute various types of data entry View and modify the trial balance Advance the accounting period Level: Basic (3 Hours) PRE-AM1 OR PRE-PM1 Accounting CS Essentials: Accounts Payables and Receivables We ll focus on the accounts payable and accounts receivable services in Accounting CS. You ll learn processes and workflow options to help make your firm and clients more efficient. This class is ideal for firms currently using or interested in Accounting CS Client Access, and for firms that offer full-service bookkeeping. Upon completion, you ll be able to: Design the Accounting CS database with accounts payable and receivable setup items Enter payables and manage payments Build and print invoices Establish templates to make data entry more efficient and accurate Manage customer payments and deposits Print deposit slips, accounts payables and receivables reports Level: Basic (3 Hours) PRE-PM2 2 // PRE-CONFERENCE WORKSHOPS

3 SYNERGY2017 // PRE-CONFERENCE WORKSHOPS Accounting CS Essentials: Payroll Services This hands-on workshop will focus on the payroll capabilities of Accounting CS Payroll. You ll be provided with a solid foundation, leaving you feeling confident in your ability to provide payroll services with Accounting CS Payroll. Upon completion, you ll be able to: Navigate payroll-specific setup Update the Accounting CS database with new client and employee data Perform payroll check entry Review the payroll tax return process Use best practices to make payrolls more accurate Level: Basic (3 Hours) PRE-AM2 Checkpoint Functionality: Must-See Federal Tax Features A Deeper Dive See it, do it and learn it! The name of this class comes from years of Checkpoint training, and the realization that there are many useful features that users don t know about. This hands-on course takes a deep dive into functionality tips, tricks, shortcuts and hidden gems that will save you research time. Upon completion of this class you will walk away with several quick wins to make your use of Checkpoint more efficient. You will learn about features from common functionality questions to features that get the biggest ooohs and aaahs when we show them. If you are a tax researcher that is self-taught on Checkpoint, haven t had training in a while or just want to increase your knowledge and research efficiency, this hands-on class is for you! Level: Basic (3 Hours) Instructor: Diane Claeys PRE-AM3 Connecting Accounting CS and QuickBooks We ll introduce the QuickBooks import capabilities of Accounting CS and Accounting CS Payroll. This class is recommended for firms that would like to begin integrating QuickBooks data with Accounting CS and Accounting CS Payroll. A participant should be familiar navigating in Accounting CS and have experience working in QuickBooks. Upon completion, you ll be able to: Evaluate the import workflows available from Intuit products, such as QuickBooks Pro and QuickBooks Online Import chart of accounts and balances into Accounting CS Import client setup and transactions into Accounting CS Examine imported data and review the associated reports Make modifications to imported data Level: Basic (3 Hours) PRE-PM3 Implementing NetClient CS Portals Whether you re implementing portals for the first time or you d like to increase your current online presence, this course will get your firm up and running. We ll show you how NetClient CS can provide 24/7 solutions to you and your clients. Come ready to engage in open discussions with Thomson Reuters staff and your peers. Upon completion, you ll be able to: Navigate the administration options for setting up NetClient CS portals Roll out and market portals to staff and clients Establish polices around the use of NetClient CS portals Determine the method your firm will use to deliver client documents and files to portals Integrate NetClient CS with FileCabinet CS, Practice CS and UltraTax CS Level: Basic, Lecture (3 Hours) PRE-PM8 3 // PRE-CONFERENCE WORKSHOPS

4 SYNERGY2017 // PRE-CONFERENCE WORKSHOPS Managing Workload in Practice CS Gain in-depth knowledge of the on-screen management tools and reports available in the Project Management and Staff Management modules of Practice CS. Participants should be familiar with the setup areas of Practice CS. Upon completion, you ll be able to: View staff schedules and report on staff workload Assign work to staff using multiple methods Examine how many hours of work have been assigned to staff, and where load balancing can be done based on targets Level: Intermediate (3 Hours) PRE-AM5 Modifying Your Existing Practice CS Database In this course we will go through the most common first-year adjustments firms need to make in their existing Practice CS database. At the end of this course you will be able to: Handle staff turnover in Practice CS Make adjustments to projects to match changes in workflow Clean up client lists Define reporting needs Enhance integration with Practice CS Level: Intermediate (3 Hours) PRE-PM5 Practice CS Processing Essentials In this workshop, participants will experience a complete time entry and billing walkthrough. Participants should have a working knowledge of Practice CS. Upon completion, you ll be able to: Enter time and expenses Set up billing defaults to easily create your billing deliverables Apply the most commonly used billing methods Enter receipts and adjustments Level: Intermediate (3 Hours) PRE-PM4 Practice CS Setup Essentials Practice CS is a powerful and flexible practice management tool that lets you manage all of your firm s key processes from one centralized location. This hands-on workshop will help you recognize the main concepts involved in setting up your Practice CS database and identify the recommended procedures to implement Practice CS efficiently and effectively. Join us and discover how to set up Practice CS to suit your firm s needs. Participants should have a working knowledge of Practice CS. Upon completion, you ll be able to: Set up Practice CS at the core firm, client and staff levels Design your engagement and activity setup Identify recommended procedures to set up your firm s database Enter beginning accounts receivable and work-in-process balances Level: Basic (3 Hours) PRE-AM4 UltraTax CS Corporations / Partnerships This advanced workshop will show you how to get the most out of the UltraTax/1120C, 1120S and 1065 software. Prerequisites include a working knowledge of UltraTax/1120 and 1065, and/or successful completion of UltraTax/1120 and 1065 Essentials 1. Upon completion, you ll be able to: Integrate with Accounting CS, prepare Schedule M-3, enter multi-state apportionment, accrue federal and state income tax and calculate book versus tax depreciation Enter NOL data, dispose of an asset through the Like-Kind Exchange Installment method and prepare short year and consolidated returns Enter shareholder change of ownership, section 1377 election, review shareholder basis, dispose of an asset with section 179 expense, calculate built-in gains and analyze Form 1120S page 4 and 5 calculations Enter a partner change of ownership and transfer of capital, use the interim closing of books method, file a 754 election, renumber partners, specially allocate items to partners, use the partner s basis worksheet and data share the Schedule K-1 into the partner s return Level: Advanced (3 Hours) PRE-PM6 4 // PRE-CONFERENCE WORKSHOPS

5 SYNERGY2017 // PRE-CONFERENCE WORKSHOPS UltraTax CS Individual This advanced workshop will show you how to get the most out of the UltraTax/1040 software. Prerequisites include a working knowledge of UltraTax/1040 and/or successful completion of UltraTax/1040 Essentials 1. Upon completion, you ll be able to: Data share demographic and financial information from the Source Data Entry and Family Transfer Utility and Schedule K-1 data Enter tax return information for SE health insurance deduction from K-1s, aggregation grouping, state allocations, supplemental business expenses and vacation/rental home activities Complete IRA conversion and re-characterization, HSAs, education expenses, QTP distribution and entering FAFSA Complete Affordable Care Act Forms 8965 and 8962 Use the Filing Status Optimization Tool and prepare estimated tax payments Amend a tax return and enter Net Operating Losses (NOLs) Workpapers CS Essentials This workshop is focused on setting up clients and engagement binders and processing documents with Workpapers CS. No advance preparation is required. Upon completion, you ll be able to: Navigate the firm, security, staff and client setup areas Define the trial balance, workpapers dashboard and portlets Add documents to an engagement binder in a variety of ways Use the trial balance integration with Microsoft Excel and Microsoft Word to create lead sheets, financial statements and other documents Annotate PDF documents Use notes, sign-offs and dynamic portlets to manage an engagement Level: Basic (3 Hours) PRE-AM7 OR PRE-PM7 Level: Advanced (3 Hours) PRE-AM6 5 // PRE-CONFERENCE WORKSHOPS

6 WORKSHOP DESCRIPTIONS // PRODUCTS AND SERVICES ACCOUNTING Accounting CS Essentials: Accounting Services We ll focus on the basics of Accounting CS in this workshop, and you ll learn processes and workflow options to help make your firm more efficient and reduce the time spent on each client. You ll leave feeling comfortable with new client setup and navigation through the software. Upon completion, you ll be able to: Navigate the program Design the Accounting CS database with new client setup items Execute various types of data entry View and modify the trial balance Advance the accounting period Level: Basic (200 minutes) Part 1: A-1 (Thursday 10:00 a.m. - 11:40 a.m.) Part 2: B-1 (Thursday 1:20 p.m. - 3:00 p.m.) OR Part 1: A-2 (Thursday 10:00 a.m. - 11:40 a.m.) Part 2: B-2 (Thursday 1:20 p.m. - 3:00 p.m.) OR Part 1: G-1 (Friday 3:00 p.m. - 4:40 p.m.) Part 2: H-1 (Saturday 8:00 a.m. - 9:40 a.m.) NOTE: You must attend both parts of the course to complete the full 200-minute workshop. When you register for Part 1, you ll automatically be registered for Part 2 as well. Accounting CS Essentials 2: Accounting Services We ll go beyond the basics to demonstrate the powerful, more intricate features of Accounting CS. Participants should have attended the Accounting CS Essentials: Accounting Services workshop or have equivalent knowledge. Upon completion, you ll be able to: Set up transaction templates and automate entries Integrate with UltraTax CS and Fixed Assets CS Consolidate clients Set up complex chart of accounts on clients with department/location needs Level: Intermediate (150 minutes) Part 1: C-1 (Thursday 3:30 p.m. - 5:10 p.m.) Part 2: D-1 (Friday 9:20 a.m. - 10:10 a.m.) OR Part 1: C-2 (Thursday 3:30 p.m. - 5:10 p.m.) Part 2: D-2 (Friday 9:20 a.m. - 10:10 a.m.) OR Part 1: E-1 (Friday 10:40 a.m. - 12:20 p.m.) Part 2: F-1 (Friday 1:40 p.m. - 2:30 p.m.) NOTE: You must attend both parts of the course to complete the full 200-minute workshop. When you register for Part 1, you ll automatically be registered for Part 2 as well. Accounting CS Report Designer: Advanced Formatting Financial Statements In this lecture style workshop, we ll explore the more advanced features of building financial statements. Participants should be familiar with navigation in the report designer, and tools such as repeating levels, variables and cell properties. Upon completion, you ll be able to: Use the formula tool to customize date formats Use conditional expressions and custom fields to standardize terminology across clients Build formulas to add, subtract or divide account groupings Create departmental and location-based statements Insert and format charts Add analytical information to statements, such as percentages, budget variances and financial ratios Level: Advanced, Lecture (100 minutes) E-10 (Friday 10:40 a.m. - 12:20 a.m.) H-10 (Saturday 8:00 a.m. - 9:40 a.m.) 6 // WORKSHOP DESCRIPTIONS

7 Accounting CS Report Designer: Formatting Financial Statements Find out the basics of financial statement preparation with this hands-on workshop. We ll focus on financial statements and gain familiarity with the Accounting CS report designer. You ll receive a good overview of the design components for modifying financial statements. Upon completion, you ll be able to: Insert text and variables Use cell, row and column properties to define balance types and account groupings Use repeating levels to group accounts together and organize the statement Build a formula Create a departmental and location-based income statement Prepare financial ratios Level: Basic (150 minutes) Part 1: C-3 (Thursday 3:30 p.m. - 5:10 p.m.) Part 2: D-3 (Friday 9:20 a.m. - 10:10 a.m.) OR Part 1: E-2 (Friday 10:40 a.m. - 12:20 p.m.) Part 2: F-2 (Friday 1:40 p.m. - 2:30 p.m.) OR Part 1: E-3 (Friday 10:40 a.m. - 12:20 p.m.) Part 2: F-3 (Friday 1:40 p.m. - 2:30 p.m.) NOTE: You must attend both parts of the course to complete the full 200-minute workshop. When you register for Part 1, you ll automatically be registered for Part 2 as well. The Accounting CS Transition: Tips From the Trenches Hear how one tech-savvy firm has adopted Accounting CS, along with the many tips from their firsthand implementation of Accounting CS and conversion from Creative Solutions Accounting (CSA). This workshop will assist you with transitioning your firm and business clients to Accounting CS. Upon completion, you ll be able to: Develop a solid conversion strategy as your clients transition from past small-business accounting software, such as Client Bookkeeping Solution and QuickBooks Apply best practices surrounding the conversion and change management in your firm Locate information about the new client training aids Accounting CS: Advanced Accounting Setup and Integration This lecture-style workshop is intended for experienced Accounting CS users who fully leverage all services and features of the accounting platform. We ll cover a wide range of tips and tricks relevant to delivering all types of accounting services. We ll also highlight advanced features and integration procedures. Prior to taking this workshop, participants should have a working knowledge of Accounting CS. Upon completion, you ll be able to: Set up security options needed for your firm s staff and use the event tracking tool Import a spreadsheet of transactions Use an amortization schedule to speed up data entry Import electronic bank statements Use custom tax codes to summarize tax schedules when integrating with UltraTax CS Level: Advanced, Lecture (100 minutes) A-13 (Thursday 10:00 a.m. - 11:40 a.m.) C-13 (Thursday 3:30 p.m. - 5:10 p.m.) Accounting CS: After-the-Fact Essentials This lecture style workshop will focus on the after-the-fact payroll capabilities of Accounting CS Payroll. You ll be provided with a solid foundation that will leave you confident in your ability to provide after-the-fact payroll services with Accounting CS. Upon completion, you ll be able to: Update the Accounting CS database with new client and employee data Record earnings in a variety of ways Edit, review and process payroll tax returns File payroll tax forms electronically Level: Basic, Lecture (50 minutes) D-13 (Friday 9:20 a.m. - 10:10 a.m.) F-13 (Friday 1:40 p.m. - 2:30 p.m.) Level: Overview, Lecture (50 minutes) Instructor: Ryan McCowan, Greene McCowan & Co, PPLC D-26 (Friday 9:20 a.m. - 10:10 a.m.) 7 // WORKSHOP DESCRIPTIONS

8 Accounting CS: Prepping for Year End We will cover timesaving features in Accounting CS that speed year-end processing. We ll show you how to use various importing methods to quickly populate client data and code it properly for financial statement and tax return preparation. We ll demonstrate how to build an efficient on-screen review process with the Analyze Account Activity tool. We ll also demonstrate the value of full integration with the CS Professional Suite software. After this workshop, you will be able to: Understand the process to import chart of account and trial balance information through a spreadsheet import Identify and assign tax coding for integration with UltraTax CS using account grouping and standard account mapping Understand how to adjust balances for appropriate presentation in financial statements or tax returns Level: Intermediate, Lecture (100 minutes) G-11 (Friday 3:00 p.m. - 4:40 p.m.) NetClient CS Setup for Accounting CS Gain insight on using portals to offer your clients advanced payroll delivery services, as well as offer a powerful online bookkeeping solution. In this workshop, you ll see how portal technology can make offering payroll services a breeze. You ll also see how simple it is for clients to submit electronic time sheets, update employee information and allow employees to access electronic paystub and W-2 information. You ll learn how easy it is to collaborate in real time with the features of Accounting CS Client Access. Upon completion, you ll be able to: Understand how NetClient CS integrates with Accounting CS to publish and retrieve electronic timesheets Understand how Employee Self-Service can deliver electronic paystubs and allow employees to update W-4 type information Identify how to offer Accounting CS Client Access to your clients to perform accounting functions online Level: Basic, Lecture (50 minutes) F-9 (Friday 1:40 p.m. - 2:30 p.m.) Accounting CS: Proactive Management Tools for Accounting and Payroll Services This course will provide guidance to utilize tools in Accounting CS to effectively manage your teams. Attendees should expect a focus on utilizing dashboards, reports and firm setup options to better manage your firm for both general ledger and payroll. Firm owners, staff and administrators will all benefit from this class. Upon completion, you ll be able to: Strategize new methods in which to utilize dashboards and reports Understand how firm setup options can improve management of accounting and payroll engagements Utilize firm-wide reports to better manage work Manage alerts and notices to stay informed and prevent inaccuracies Level: Advanced, Lecture (50 minutes) D-10 (Friday 9:20 a.m. - 10:10 a.m.) Onvio Spotlight: Workpapers and Trial Balance In this course, you will get an introduction to Onvio Workpapers and Onvio Trial Balance. We will discuss setting up engagement binder templates, importing initial trial balance data, integration with UltraTax CS and more. After attending this session, you will be able to: Understand how to set up binders Import and work with trial balance data Identify how Onvio Workpapers and Onvio Trial Balance integrate with UltraTax CS to streamline tax workflow Level: Overview, Lecture (50 minutes) F-11 (Friday 1:40 p.m. - 2:30 p.m.) Revenue From Contracts With Customers: Are You Ready? This workshop provides an overview of ASC 606 (ASU or Revenue from Contracts with Customers) and highlights the implementation issues most relevant to public accountants serving small and mid-sized entities. Discussion will include a brief overview of the five-step model, financial statement disclosures and select other topics such as intellectual property, contract-related costs, etc. We will also present a summary of available industry-specific guidance and other valuable resources. Upon completion of this course, you will better understand ASC 606 and know how to help your clients access its impact and prepare for implementation. Level: Basic, Lecture (100 minutes) Instructor: Wayne Kerr, Thomson Reuters G-22 (Friday 3:00 p.m. - 4:40 p.m.) 8 // WORKSHOP DESCRIPTIONS

9 Transition From CSA and CBS to Accounting CS Services This workshop is your first step toward successfully transitioning your accounting and bookkeeping services to Accounting CS and Accounting CS Client Access from CS Professional Suite and Client Bookkeeping Solution (CBS). Upon completion, you ll be able to: Manage the conversion process Set up file locations Navigate the CSA to Accounting CS conversion wizard Print reports for post-conversion client data verification Identify key differences in workflow processes between CSA and Accounting CS Convert additional data such as financial statements and accounts receivable customers Locate resources and instructions you can use to transition and convert client files Level: Basic, Lecture (100 minutes) A-11 (Thursday 10:00 a.m. - 11:40 a.m.) H-15 (Saturday 8:00 a.m. - 9:40 a.m.) Transition From Engagement CS to Workpapers CS We will have an in-depth conversation regarding the transition of an Engagement CS client to Workpapers CS. After attending this course, you will be able to: Understand pre-conversion steps Walk through a client conversion Identify data to verify after conversion Understand post-conversion setup Access additional resources Level: Basic, Lecture (100 minutes) B-11 (Thursday 1:20 p.m. - 3:00 p.m.) Trial Balance Tools for Accounting CS and Workpapers CS This workshop is focused on setting up the trial balance, importing balances and processing financial statements within Accounting CS or Workpapers CS. No advanced preparation is required. Upon completion, you ll be able to: Import a chart of accounts, which includes account balances and mappings Process a trial balance by using the available reports Print a set of financial statements Integrate the trial balance with UltraTax CS Level: Basic (100 minutes) A-4 (Thursday 10:00 a.m. - 11:40 a.m.) G-4 (Friday 3:00 p.m. - 4:40 p.m.) Workpapers CS Essentials This workshop is focused on setting up clients and engagement binders and processing documents with Workpapers CS. No advanced preparation is required. Upon completion, you ll be able to: Navigate the firm, security, staff and client setup areas Define the trial balance, workpapers dashboard and portlets Add documents to an engagement binder in a variety of ways Use the trial balance integration with Microsoft Excel and Microsoft Word to create lead sheets, financial statements and other documents Annotate PDF documents Use notes, sign-offs and dynamic portlets to manage an engagement Level: Basic (150 minutes) Part 1: C-5 (Thursday 3:30 p.m. - 5:10 p.m.) Part 2: D-5 (Friday 9:20 a.m. - 10:10 a.m.) OR Part 1: E-5 (Friday 10:40 a.m. - 12:20 p.m.) Part 2: F-5 (Friday 1:40 p.m. - 2:30 p.m.) NOTE: You must attend both parts of the course to complete the full 200-minute workshop. When you register for Part 1, you ll automatically be registered for Part 2 as well. 9 // WORKSHOP DESCRIPTIONS

10 AUDITING Workpapers CS: Streamlining Your Tax Workflow This lecture-style workshop will focus on the use of Workpapers CS to gather, manage and process your tax workpapers and trial balances. No advanced preparation is required; however, being familiar with Workpapers CS or previous attendance at the Workpapers CS Essentials workshop would be an advantage. Upon completion, you ll be able to: Use the source document processing (OCR) feature Review workpapers digitally, including sign-off and annotation Prepare a proforma of your workpapers Integrate your workpapers with Microsoft Excel and Microsoft Word Level: Basic, Lecture (100 minutes) E-11 (Friday 10:40 a.m. - 12:20 p.m.) H-11 (Saturday 8:00 a.m. - 9:40 a.m.) What s New in Accounting CS If you currently license a product on the Accounting CS platform, or are considering it, this workshop is for you. In this workshop you ll join members of our development and product management teams to learn about exciting new enhancements to Accounting CS, Accounting CS Payroll, Accounting CS Client Access and Workpapers CS. You ll also get insight into future development plans. Upon completion, you ll be ready to use the newest features of the programs, including: New data masking and security features aimed to protect your firm and your clients data Linking your clients financial accounts to Accounting CS with bank feeds SwipeClock integration with payroll clients QuickBooks Online Balances Only integration overview B-13 (Thursday 1:20 p.m. - 3:00 p.m.) E-13 (Friday 10:40 a.m. - 12:20 p.m.) 4 Keys to the Future of Audit Alan Anderson, CPA, founder of ACCOUNT-ability Plus, LLC, executive director of Rutgers AICPA Data Analytics Research (RADAR) Initiative, will address challenges facing the audit profession, changes in audit technology and what s required to maintain the reputation of a CPA as the profession s most trusted advisor. The most pressing challenges facing the audit profession can be grouped into four main categories: quality, innovation, talent and relevance. Upon completion of this session, you will better understand how each of these challenges impacts today s audit and how reimagining solutions to these challenges can transform audits of the future. Level: Overview (100 minutes) Instructor: Alan Anderson, ACCOUNT-ability Plus, LLC A-10 (Thursday 10:00 a.m. - 11:40 a.m.) AdvanceFlow and Checkpoint Engage Essentials This workshop is focused on setting up clients and binders within AdvanceFlow as well as processing documents. We will also discuss how Checkpoint Engage and AdvanceFlow work to provide a complete audit tool. After completing this course, you will be able to: Create a custom Excel workpaper with dynamic formulas Consolidate at least two subsidiary clients into a parent client, manipulate the trial balance views and run reports Define the necessary steps required to publish documents from AdvanceFlow Examine how to set up a divisional client and use the divisions in formulas and process clients with specialized reporting needs Understand how to set up and work with an engagement using fund accounting features Level: Intermediate, Lecture (100 minutes) C-10 (Thursday 3:30 p.m. - 5:10 p.m.) Audit Workflow with Workpapers CS and SMART Audit Suite This workshop will focus on the deep-level topics of integrating Workpapers CS with PPC s SMART Practice Aids with Fieldwork. Prerequisites include a working knowledge of the workpapers dashboard in Workpapers CS and Accounting CS. Upon completion, you ll be able to: Set up, manage and process your audit guidance from the workpapers dashboard Conduct quality control processes for integrating step-signoff diagnostics and practical considerations Perform a synchronized roll-forward Level: Intermediate, Lecture (100 minutes) H-9 (Saturday 8:00 a.m. - 9:40 a.m.) 10 // WORKSHOP DESCRIPTIONS

11 CLIENT ACCOUNTING Beyond Ticking and Tying: Transforming Your Assurance Process Take an inside look at how one firm improved their assurance workflow to reach new heights of efficiency, profitability and client collaboration. Utilizing the benefits of Lean Six Sigma to help them understand the process that was in place and design the future process they wanted to work towards, this firm has created a culture of continuous improvement. In this course, you ll learn ways to create improvements in efficiency and realization through all areas of the assurance process: people, technology and training. Instructor: Rachel Godwin, Hartmann, Blackmon & Kilgore, P.C. B-10 (Thursday 1:20 p.m. - 3:00 p.m.) Data Analysis in the Audit Where We Are and Where We Are Headed This course will examine the role of data analysis in performing a financial statement audit, including a discussion of different tools, techniques and approaches. You will leave this session with a better understanding of the best practices for enhancing substantive analytical procedures using data extraction software and how developments in the areas of data analytics, cognitive computing and artificial intelligence might affect the future of auditing. Instructor: Wayne Kerr, Thomson Reuters E-22 (Friday 10:40 a.m. - 12:20 p.m.) Accounting CS Client Access: Setup Essentials This workshop will focus on the setup required to deliver Accounting CS Client Access to your clients. You ll become familiar with the critical steps needed in Accounting CS and NetClient CS. Participants should have a working knowledge of Accounting CS. Upon completion, you ll be able to: Set up firm security Set up your clients staffs Identify the client s view where transactions (checks, deposits, A/P, A/R and journal entries) are processed Distinguish between the posting period for the accounting office, and the client access-posting period Level: Intermediate, Lecture (50 minutes) D-12 (Friday 9:20 a.m. - 10:10 a.m.) F-12 (Friday 1:40 p.m. - 2:30 p.m.) Connecting Accounting CS and QuickBooks We ll introduce the QuickBooks Pro import capabilities of Accounting CS and Accounting CS Payroll. This class is recommended for firms that would like to begin integrating QuickBooks data with Accounting CS and Accounting CS Payroll. Prerequisites include a working knowledge of Accounting CS and QuickBooks Pro. Upon completion, you ll be able to: Evaluate the import workflows available from Intuit products such as QuickBooks Pro and QuickBooks Online Import chart of accounts and balances into Accounting CS Import client setup and transactions into Accounting CS Examine imported data and review the associated reports Make modifications to imported data Level: Basic (150 minutes) Part 1: C-4 (Thursday 3:30 p.m. - 5:10 p.m.) Part 2: D-4 (Friday 9:20 a.m. - 10:10 a.m.) OR Part 1: E-4 (Friday 10:40 a.m. - 12:20 p.m.) Part 2: F-4 (Friday 1:40 p.m. - 2:30 p.m.) NOTE: You must attend both parts of the course to complete the full 200-minute workshop. When you register for Part 1, you ll automatically be registered for Part 2 as well. 11 // WORKSHOP DESCRIPTIONS

12 DOCUMENT MANAGEMENT Getting Started With Accounts Receivable and Accounts Payable This lecture-style workshop is intended for Accounting CS users that are new to the accounts payable and accounts receivable services. Firms that offer in-house A/P and A/R processing, as well as firms helping their clients transition to these services on Accounting CS Client Access will benefit from this course. We ll cover the setup and processing tips and tricks relevant to delivering these accounting services. Upon completion, you ll be able to: Design the Accounting CS database with accounts payable and receivable setup items, including data available for import from Client Bookkeeping Solutions and Creative Solutions Accounting Establish beginning balances for vendors and customers Evaluate check and invoice layouts Enter payables and manage payments Build and print invoices Establish templates to make data entry more efficient and accurate Manage customer payments and deposits Print deposit slips, accounts payables and receivables reports Level: Basic, Lecture (100 minutes) G-12 (Friday 3:00 p.m. - 4:40 p.m.) Thinking Outside the Box: Client Access for Advanced Business Needs This session will focus on advanced customization of Accounting CS Client Access to solve unique client needs. Discover how one firm implemented a strategy to utilize Accounting CS Client Access for all of their monthly write-up clients. You will learn real-life studies of how this firm used innovative approaches to build a better accounting solution, including topics on: Job costing and the power of segments Unique accounts receivable solutions Importing transactions for a seamless client experience HR with payroll client setup Security applications You will leave this session with ideas of how, with a little forward thinking and proper configuration, you can help build a robust customized accounting system for your clients. FileCabinet CS: Tips For Archiving and Performance Improvement Over time, your FileCabinet CS drawers can become filled with old or unneeded documents. You ll learn best practices for archiving to increase performance in FileCabinet CS. Participants should have a working knowledge of FileCabinet CS. Upon completion, you ll be able: Create, delete, restore and append an archive Prepare FileCabinet CS data to migrate into Virtual Office CS Troubleshoot performance-related issues with FileCabinet CS Level: Intermediate, Lecture (50 minutes) F-10 (Friday 1:40 p.m. - 2:30 p.m.) FileCabinet CS: Tips for Managing Your Paperless Workflow This workshop is for FileCabinet CS users who have used the software for paperless processing or who would like tips for making the paperless office more efficient. Upon completion, you ll be able to: Set up security Set up folders Create a daily workflow process Use the Source Document Processing feature Scan documents into FileCabinet CS Use Microsoft Office integration Manage the database Integrate with Virtual Office CS/SaaS for CS Professional Suite Use multiple document delivery methods Level: Advanced, Lecture (100 minutes) B-9 (Thursday 1:20 p.m. - 3:00 p.m.) Level: Advanced, Lecture (100 minutes) Instructor: Ryan McCowan, Greene McCowan & Co, PPLC A-14 (Thursday 10:00 a.m. - 11:40 a.m.) 12 // WORKSHOP DESCRIPTIONS

13 GoFileRoom and FirmFlow: Tips and Tricks Discover frequently missed features and functions in GoFileRoom, including the FirmFlow module. In this session, you will learn about timesaving features and customizations to enhance your utilization of GoFileRoom. Participants should be current users of GoFileRoom or FirmFlow looking to increase their skill level with the products. Upon completing this course, you will be able to: Fully utilize the GoFileRoom control panel for Windows and Outlook integration Use the GoFileRoom accordion button to make searching and re-indexing easier Customize the program and key screens to fit your preferences Route multiple workflows or steps at once Save time with Adobe integration Keep up to date on GoFileRoom and FirmFlow events using custom notification rules Level: Intermediate, Lecture (100 minutes) E-9 (Friday 10:40 a.m. - 12:20 p.m.) GoFileRoom and FirmFlow: Setup, Administration and Maintenance Gain a deeper understanding of the administration features available for GoFileRoom and FirmFlow. This session focuses on crucial tasks performed by administrators of GoFileRoom and FirmFlow. Participants should be current users of GoFileRoom or FirmFlow and have working knowledge of the Administration module. Upon completion of this course, you will have a better understanding of the following administrative functions: Document retention policies Security settings Staff permissions Workflow roll forwards Bulk importing and updating of workflows GoFileRoom: Unlocking the Power of FirmFlow Are your tax and accounting service workflows optimized to be lean and efficient? Are the workflow steps, statuses, information fields and other configurable items set up in a way that is driving efficiency? Is your FirmFlow database in need of a check-up? In this course, we will discuss how to optimize your use of FirmFlow by reducing unnecessary workflows and steps to help drive efficiency gains. Upon completion of this course, you will be able to compare your setup against what s presented and take suggestions back to your firm for implementation. Participants in this session should be current users of FirmFlow or FirmFlow administrators. Level: Advanced, Lecture (100 minutes) C-9 (Thursday 3:30 p.m. - 5:10 p.m.) Onvio Spotlight: Onvio Documents and Onvio Client Center You will learn how you can improve your tax workflow with Onvio Documents and Onvio Client Center. We will provide an overview of Onvio Documents and Onvio Client Center capabilities and discuss some specific ways Onvio can streamline your tax workflow, increase efficiency and improve collaboration within your firm and with your customers. Upon completion, you will be able to: Understand how to add and share documents within Onvio Documents and Onvio Client Center Send requests for files to customers and others Use Onvio search capabilities to quickly locate content Understand how to integrate Onvio Document and Onvio Client Center with UltraTax CS Level: Overview, Lecture (50 minutes) D-9 (Friday 9:20 a.m. - 10:10 a.m.) Level: Advanced, Lecture (100 minutes) A-9 (Thursday 10:00 a.m. - 11:40 a.m.) 13 // WORKSHOP DESCRIPTIONS

14 FIRM & WORKFLOW MANAGEMENT Using GoFileRoom and FirmFlow With The CS Professional Suite Are you using or considering using GoFileRoom and FirmFlow with the CS Professional Suite? Learn firsthand from an expert user of the CS Professional Suite. During this session, we will cover best practices for creating a seamless application ecosystem designed for maximum efficiency and integration. We will discuss configuration, integration points and utilities that improve your workflow with key CS Professional Suite applications like UltraTax CS, Accounting CS and Practice CS. Upon completion of this workshop, you will: Understand best practice techniques to enhance CS Professional Suite use with GoFileRoom Know how to better use workflows to transform and build a more efficient firm Understand how to utilize checklists to standardize your firm s policies and procedures Know how to eliminate processing errors in your office using GoFileRoom Instructor: John Seale, RBSK Partners PC G-10 (Friday 3:00 p.m. - 4:40 p.m.) 7 Great Uses for Custom Fields in Practice CS In this workshop you ll see how other firms are taking advantage of the flexibility provided by the custom fields of Practice CS. We ll discuss innovative ways to track and centralize information to share with your entire firm. By taking advantage of the custom fields in Practice CS, your firm will gain efficiencies and new managing capabilities with your custom fields. Participants should be familiar with the setup of Practice CS. Upon completion, you ll be able to: Uncover ways other firms are using custom fields Centralize information to easily share with others in the office Identify reporting capabilities with custom fields Level: Intermediate, Lecture (50 minutes) D-15 (Friday 9:20 a.m. - 10:10 a.m.) F-15 (Friday 1:40 p.m. - 2:30 p.m.) Checkpoint Marketing: Social Media Solutions 30 years ago, your firm could not have existed without having a Yellow Pages listing. Today, your firm has to have a social media presence to be relevant. Why has social media become so important to your firm s communications strategy? During this session, you will learn about the business issues that are causing a shift in the accounting profession s perception of social media. We will also review our approach to successfully implement a state-of-the-art social media program. You will leave this session with a better understanding of how the content offerings in Social Media Solutions can help you guide your business and individual tax clients to be more successful. With our Social Media Manager, it only takes a few minutes a day to have a fully functioning social media presence for your firm, your partners and your individual team members. Level: Advanced, Lecture (50 minutes) Instructor: Gary Kravitz, Thomson Reuters D-24 (Friday 9:20 a.m. - 10:10 a.m.) F-24 (Friday 1:40 p.m. - 2:30 p.m.) 14 // WORKSHOP DESCRIPTIONS

15 Managing Mergers and Acquistions with Practice CS This class will teach you how you can use the powerful management tools within Practice CS to assist and ease the process of mergers and acquisitions within your firm. Participants should have a working knowledge of Practice CS. At the conclusion of this class, you will be able to: Understand how to use existing and custom fields to keep track of client partners, offices and percentages owed after partner buy-out Identify ways to set and track productivity targets for new and existing staff and workflow changes Identify and filter Practice CS reports to help you easily and efficiently track profit, time and workflow among prior and current partners, clients, offices and staff. We will also discuss options to merge and extract Practice CS databases and client information Level: Advanced, Lecture (100 minutes) E-14 (Friday 10:40 a.m. - 12:20 p.m.) Maximizing Practice CS Integration With The CS Professional Suite During this workshop, we ll explore different areas of integration within the CS Professional Suite. You ll identify timesaving features and reduce duplicate data entry. Participants should be familiar with the setup of Practice CS. Upon completion, you ll be able to: Export invoices from UltraTax CS and Accounting CS View FileCabinet CS and GoFileRoom information on dashboards Automate the process of updating and extending UltraTax CS projects Enable data sharing features Send files to your NetClient CS portals Level: Intermediate, Lecture (100 minutes) H-14 (Saturday 8:00 a.m. - 9:40 a.m.) NetClient CS Setup Overview New to portals? This class is for you. We ll go over the basics and you ll learn how to set up and administer portals. Upon completion, you will be able to: Create and administer client portals Integrate NetClient CS with FileCabinet CS to deliver documents securely to clients Integrate NetClient CS with Practice CS to deliver invoices and receive payments from clients Understand the abilities of FileExchange to send and receive files from clients Level: Basic, Lecture (100 minutes) A-8 (Thursday 10:00 a.m. - 11:40 a.m.) C-8 (Thursday 3:30 p.m. - 5:10 p.m.) NetClient CS: Making the Experience for Your Clients Now that your firm has implemented portal technology, how do you get the word out to your clients? To ensure successful implementation, it s helpful for your clients to understand the benefits of their secure online login and know how to use the portals. Upon completion, you ll be able to: Understand modules and services your clients will find useful Train clients on NetClient CS portals Use NetClient CS features to effectively market to clients Better use portals with the client in mind, making it easy for them to use by speaking their language Customize notifications and templates to ensure a better client experience Level: Intermediate, Lecture (100 minutes) E-8 (Friday 10:40 a.m. - 12:20 p.m.) H-8 (Saturday 8:00 a.m. - 9:40 a.m.) 15 // WORKSHOP DESCRIPTIONS

16 Practice CS as a Proactive Management Tool Your firm has been using Practice CS, but whether you ve just started using it or have been using Practice CS for some time now, is it truly helping you manage your firm in a proactive manner? During this workshop, we ll discover practical opportunities within Practice CS to put you in front of decisions and act on them immediately. Join us as we help you identify practices for the best use of your Practice CS data in real time. Participants should be experienced in the use of Practice CS. Upon completion, you ll be able to: Locate real-time information, where action can be taken quickly Design strategic processes to utilize Practice CS data to manage clients and staff Create a seamless Practice CS database to access information effortlessly Level: Advanced, Lecture (100 minutes) B-14 (Thursday 1:20 p.m. - 3:00 p.m.) Practice CS Custom Formatting: Invoices and Statements Become familiar with custom formatting in Practice CS. In this workshop, you will create custom invoices and statements with the custom format editor utilizing the different formatting tools and features to make formats unique to your firm. Also, design custom letters and labels incorporating your clients real-time data in Practice CS. A participant should have a working knowledge of the setup areas in Practice CS. Upon completion, you ll be able to: Identify design concepts of custom formats Apply formatting tools Create custom invoices, statements, labels and letters Level: Intermediate (200 minutes) Part 1: A-5 (Thursday 10:00 a.m. - 11:40 a.m.) Part 2: B-5 (Thursday 1:20 p.m. - 3:00 p.m.) NOTE: You must attend both parts of the course to complete the full 200-minute workshop. When you register for Part 1, you ll automatically be registered for Part 2 as well. Practice CS: Staff Management Essentials Examine the main setup components of the Staff Management module in Practice CS. In this workshop you will become familiar with how you can manage staff targets, accruable benefits and discover common scheduling techniques. A participant should have a working knowledge of Practice CS. Upon completion, you ll be able to: Set up staff targets Track accruable benefits Identify commonly used staff scheduling tools Level: Basic, Lecture (100 minutes) A-15 (Thursday 10:00 a.m. - 11:40 a.m.) Practice CS: Time and Billing Processing Essentials Walk through the time entry and billing processing and setup areas of Practice CS. In this workshop, participants will experience a complete time entry and billing walkthrough; examine the setup areas and designing firm defaults for efficiency, enter time and expense entries and identify different billing methods to create invoices. Participants should have a working knowledge of Practice CS. Upon completion, you ll be able to: Enter time and expenses Set up billing defaults to easily create your billing deliverables Apply the most commonly used billing methods Level: Basic (150 minutes) Part 1: C-7 (Thursday 3:30 p.m. - 5:10 p.m.) Part 2: D-7 (Friday 9:20 a.m. - 10:10 a.m.) NOTE: You must attend both parts of the course to complete the full 200-minute workshop. When you register for Part 1, you ll automatically be registered for Part 2 as well. 16 // WORKSHOP DESCRIPTIONS

17 Practice CS: Contact Setup Best Practices This workshop will identify the recommended setup for different types of contacts within your client setup. We will demonstrate how to share contact information between the CS Professional Suite, Microsoft Office and your mobile devices in real time. We will also show how you can manage your contacts and information. Participants should be experienced with the setup of Practice CS. Upon completion, you ll be able to: Differentiate between the four types of contacts Identify recommendations when setting up contacts in clients, billing, mailings and labels Data share contact information with UltraTax CS and sync contact with Microsoft Office and mobile devices Associate and categorize contacts Level: Advanced, Lecture (100 minutes) C-14 (Thursday 3:30 p.m. - 5:10 p.m.) Practice CS: Gaining Billing and Related Efficiencies We ll explore how to maximize the efficiency of billing your clients to assist in reducing the number of day-to-collect payments. Explore how to incorporate the billing process into your everyday workflow with the dashboards, reporting and project management. Participants should be familiar with the setup of Practice CS as well as experienced in the billing process in Practice CS. Upon completion, you ll be able to: Decrease the amount of time spent in the compose screen in billing by streamlining your invoice and statement formats Set up value billing, recurring bills, invoice integration and progress bills Increase payment collection through client portals, online bill payment and credit card processing Level: Intermediate, Lecture (100 minutes) C-15 (Thursday 3:30 p.m. - 5:10 p.m.) G-15 (Friday 3:00 p.m. - 4:40 p.m.) Practice CS: Project Management and Workflow Discover how to manage firm workflow easily and efficiently with the Project Management module of Practice CS. This revolutionary module will streamline workflow and allow for day-to-day tracking of client projects and tasks in one central location. Participants will be shown everything from how to set up project management to realtime usage of the application. A participant should have a working knowledge of Practice CS. Upon completion, you ll be able to: Create project templates Manage projects and tasks Add and edit projects Analyze projects through calendars, reports and dashboards Update projects through various methods Level: Intermediate (200 minutes) Part 1: A-7 (Thursday 10:00 a.m. - 11:40 a.m.) Part 2: B-7 (Thursday 1:20 p.m. - 3:00 p.m.) OR Part 1: G-3 (Friday 3:00 p.m. - 4:40 p.m.) Part 2: H-3 (Saturday 8:00 a.m. - 9:40 a.m.) NOTE: You must attend both parts of the course to complete the full 200-minute workshop. When you register for Part 1, you ll automatically be registered for Part 2 as well. Practice CS: Project Management to the Next Level This course will demonstrate customizing the project management screen, setting up custom filters, reporting and the best ways to update your current setup to best match your workflow. Basic staff management tools will be integrated with project management such as utilizing a work queue and assigning work. Participants should be proficient in the setup areas of the Project Management module. Upon completing this course, you will be able to: Customize the Manage Projects screen Create custom filters Identify effective project reports Manage staff assignments Level: Advanced, Lecture (100 minutes) G-14 (Friday 3:00 p.m. - 4:40 p.m.) 17 // WORKSHOP DESCRIPTIONS