Continuing Legal Education

Continuing Legal Education

Fall 2017

13-week, 35-hour CLE series

Each of the following 14 courses has been approved for 2.5 hours of CLE Continuing Education. The fee for the entire series is $357. The fee per course is $40. Participants may take courses either evening at either location.

Two locations:

Location: Penn State Beaver, 100 University Drive, Monaca, PA 15061

Dates: Tuesdays, September 19 - December 12, 2017

Time: 6:00 - 9:00 p.m.

Cost: $357

Register for CLE series at Penn State Beaver

OR

Location: Crowne Plaza, Greentree, 401 Holiday Drive, Pittsburgh, PA 15220

Dates: Thursdays, September 21 - December 14, 2017

Time: 6:00 - 9:00 p.m.

Cost: $357

Register for CLE series at Crowne Plaza, Greentree

If you would like to register for individual courses, or need more information, please call our office at 724-773-3700.

Course Outline

Course                                Topic Penn State Beaver  Dates    Greentree Dates                        Times                  Instructor      
Bankruptcy Overview and Plans TAX Tuesday 9/19 Thursday 9/21 6:00 p.m. - 9:00 p.m. Ed Santillan, J.D.
Business Valuations ACCTG Tuesday 9/26 Thursday 9/28 6:00 p.m. - 9:00 p.m. Alex Kindler, CPA, ABF, CFF, PSF, CVA, MBA
Ethics Rules for Practicing Before the IRS/Criminal Justice System Basics for Accountants

1-ETHICS

2-OTHER

Tuesday 10/3 Thursday 10/5 6:00 p.m. - 9:00 p.m. Matt Robinowitz, J.D.
Behavioral Finance and Regulatory Changes ACCTG Tuesday 10/10 Thursday 10/12 6:00 p.m. - 9:00 p.m. Brian Bohn, CFP®
PA State & Local Tax Update TAX Tuesday 10/17 Thursday 10/19 6:00 p.m. - 9:00 p.m. Chuck Potter, J.D., CPA
Due Diligence

1-TAX

2-OTHER

Tuesday 10/24 Thursday 10/26 6:00 p.m. - 9:00 p.m. Vic Conrad, CFP®, ChFC, AIF®
Effective Auditing in the Age of Governmental Fragmentation: an Elected Controller's Perspective OTHER Tuesday 10/31 Thursday 11/2 6:00 p.m. - 9:00 p.m. Chelsa Wagner, Allegheny County Controller
Health Care Fraud and the Opiate Crisis/Internet Security/Internet Safety OTHER Tuesday 11/7 Thursday 11/9 2:00 p.m. - 5:00 p.m. Shawn Brokos, Supervisory Special Agent and Gregg Frankhouser, FBI
Wills, Estates & Trusts OTHER Tuesday 11/7 Thursday 11/9 6:00 p.m. - 9:00 p.m. Joe Budicak, J.D.
Responding to Ethical Issues that Arise in CPA Engagements, Best Practices for Responding to Third Party Investigations and Inquiries and Examining Conflicts of Interest ETHICS Tuesday 11/14 Thursday 11/16 6:00 p.m. - 9:00 p.m. Dianne Wainwright, J.D.
An Overview of Complex Debt and Equity Structures/An Overview of the New Lease Accounting Guidance ACCTG Tuesday 11/21 Monday 11/20 6:00 p.m. - 9:00 p.m. Jeff Kovacs, CPA, CGMA
Forensic Accounting ACCTG Tuesday 11/28 Thursday 11/30 6:00 p.m. - 9:00 p.m. Laura Lewis, CPA/CFF
Accounting & Auditing Update ACCTG Tuesday 12/5 Thursday 12/7 6:00 p.m. - 9:00 p.m. Todd Fortier, CPA
Wealth Transfer and Liquidity Strategies ACCTG Tuesday 12/12 Thursday 12/14 6:00 p.m. - 9:00 p.m. Brian Bohn, CFP®

 

Cancellations and Refunds

Payment is due upon registration. Registration cancellations with a full refund will be accepted until one week prior to the first class. After that, the individual may be held responsible for registration and fees. The University may cancel or postpone any course or activity because of insufficient enrollment or other unforeseen circumstances.