Ogden - (801) 399-3377 SLC - (801) 322-5200 St. George - (435) 986-4229
Year |
Education Description |
Team Member |
| 2011 | HeadWaters Conference 2011 | Dan James |
| 2011 | AICPA National Construction Industry Conference | Dan James |
| 2011 | AICPA National Auto Dealers Conference | Dan James |
| 2011 | Hot IRS Audit Issues for Individuals and Businesses | Deb Kelley |
| 2011 | What You Need to Know about Estate and Trust Planning in 2011 |
Deb Kelley |
| 2011 | Top Tax Planning Ideas for Individuals in 2011 | Deb Kelley |
| 2011 | Essential Tax Planning Ideas for Small Businesses and Their Owners |
Deb Kelley |
| 2011 | Individual Tax Update | Deb Kelley |
| 2011 | Best Strategies and Planning for Collecting Social Security Benefits |
Deb Kelley |
| 2011 | Tax Update for Small and Medium-Sized Businesses and Their Owners |
Deb Kelley |
| 2011 | Association of Certified Fraud Examiners | Mary Markeson |
| 2011 | UACPA Annual Update for Accountants & Auditors | Mary Markeson |
| 2011 | Emerging Leaders Academy – Personal Integrity | David Edwards |
| 2011 | Emerging Leaders Academy – Capitalizing on Personal Strengths & Weakness |
David Edwards |
| 2011 | Emerging Leaders Academy – Performing Damage Control for Areas of Personal Weakness |
David Edwards |
| 2011 | Emerging Leaders Academy – Personal Discipline and Great Leadership |
David Edwards |
| 2011 | Emerging Leaders Academy – Learning to Give and Receive Constructive Feedback |
David Edwards |
| 2011 | Emerging Leaders Academy – The Importance of Personal Example: Acting like a Leader |
David Edwards |
| 2011 | AICPA National Construction Industry Conference | David Edwards |
| 2011 | UACPA Estate Planning | David Edwards |
| 2011 | Professional Ethics - The AICPA's Comprehensive Course | Travis Vadnais |
| 2011 | UACPA Internal Control Essentials | Travis Vadnais |
| 2011 | UACPA Annual Update for Accountants & Auditors | Travis Vadnais |
| 2011 | AICPA Audits of 401(k) Plans | Travis Vadnais |
| 2011 | AICPA National Construction Industry Conference | Terri Ferran |
| 2011 | Association of Certified Fraud Examiners | Terri Ferran |
| 2011 | AICPA Audits of 401(k) Plans | Terri Ferran |
| 2011 | AICPA National Auto Dealers Conference | Terri Ferran |
| 2011 | Not-for-Profits Organizations: Accounting Considerations | Maggie Stipe |
| 2011 | AICPA Small Business Accounting and Auditing Update | Maggie Stipe |
| 2011 | UACPA Federal Tax Update | Maggie Stipe |
| 2010 | HeadWaters Conference 2010 | Dan James |
| 2010 | Basic Functionality and Features | Deb Kelley |
| 2010 | The New Health Care Reform | Deb Kelley |
| 2010 | Helping to secure your clients' retirement | Deb Kelley |
| 2010 | Accounting for Income Taxes: Applying SAS NO109/FIN48: A Whole New Ballgame! |
Deb Kelley |
| 2010 | Tax Treatment & Strategies for Windfalls | Deb Kelley |
| 2010 | Tax Changes Under Healthcare Reform | Deb Kelley |
| 2010 | Tax Issues for Owners of Commercial Property | Deb Kelley |
| 2010 | Business Related Tax Credits | Deb Kelley |
| 2010 | AICPA National Auto Dealership Conference | Deb Kelley |
| 2010 | CISB - Critical Tax Planning Ideas & Strategies for Businesses | Deb Kelley |
| 2010 | TUSB - Tax update for small and medium-sized businesses and their owners |
Deb Kelley |
| 2010 | AICPA National Auto Dealership Conference | Mary Markeson |
| 2010 | Audits of 401(k) Plans | Mary Markeson |
| 2010 | GAAP Review Series - Part 1 | Mary Markeson |
| 2010 | GAAP Review Series - Part 2 | Mary Markeson |
| 2010 | Basic Functionality and Features | Dave Edwards |
| 2010 | The Latest Ideas & Strategies in Estate & Gift Tax | Dave Edwards |
| 2010 | HeadWaters Conference 2010 | Dave Edwards |
| 2010 | Mastering Complex Issues in Determining the Basis of Flow-Through Entities |
Dave Edwards |
| 2010 | Professional Ethics: The AICPA's Comprehensive Course | Dave Edwards |
| 2010 | Top 25 Individual Tax Planning Ideas | Dave Edwards |
| 2010 | Taxes | Dave Edwards |
| 2010 | Accounting | Dave Edwards |
| 2010 | Audits of 401(k) Plans | Maggie Stipe |
| 2010 | Auditing for Internal Fraud | Maggie Stipe |
| 2010 | Annual Update for Accountants & Auditors | Maggie Stipe |
| 2010 | FIN 48 Uncertainties in Income Taxes | Maggie Stipe |
| 2010 | AICPA Annual Federal Tax Update | Maggie Stipe |
| 2010 | Compiling Personal Financial Statements | Maggie Stipe |
| 2010 | Professional Ethics: 2010-2011 Update | Maggie Stipe |
| 2010 | Comp, retirement plans and fringe benefits | Maggie Stipe |
| 2009 | Moss Adams Connection (Management, consulting, accounting/audit) |
Dan James |
| 2009 | AICPA National Healthcare Industry Conference | Dan James |
| 2009 | Moss Adams Annual Meeting (Management, Accounting/Audit, Marketing) |
Deb Kelley |
| 2009 | USU - Income Tax School | Deb Kelley |
| 2009 | Moss Adams Connection (Management, consulting, accounting/audit) |
Mary Markeson |
| 2009 | Thomson Reuters - PPCs SMART practice aids, disclosure requirements |
Mary Markeson |
| 2009 | Thomson Reuters - Basic Functionality/Features | Mary Markeson |
| 2009 | AICPA National Healthcare Industry Conference | Mary Markeson |
| 2009 | AICPA - Fair Value Accounting | Mary Markeson |
| 2009 | UACPA: Navigating new FASB Codification | Sandy Payne |
| 2009 | Moss Adams (Management, Accounting/Audit, Marketing) | Sandy Payne |
| 2009 | UACPA - Internal Controls for Small Business Acct | Sandy Payne |
| 2009 | Thomson Reuters- New FASB Codification | Sandy Payne |
| 2009 | Thomson Reuters - Basic Functionality/Features | Sandy Payne |
| 2009 | UACPA - Forensics and Financial Fraud | Sandy Payne |
| 2009 | ACFE - Fraud Prevention | Sandy Payne |
| 2009 | National Auto Dealership Conference | Terri Ferran |
| 2009 | Troubled Times Current | Terri Ferran |
| 2009 | Economic Crisis: Critical Audit & Acctg Considerations | Terri Ferran |
| 2009 | Internal Control Essentials for Fin. Mgrs, Acct & Auditors | Terri Ferran |
| 2009 | UACPA - Navigating the New FASB Codification | Travis Vadnais |
| 2009 | Moss Adams Annual Meeting (Management, Accounting/Audit, Marketing) |
Travis Vadnais |
| 2009 | AICPA - Professional Ethics | Maggie Stipe |
| 2009 | AICPA - The New Form 990 | Maggie Stipe |
| 2009 | Ohio Society of CPAs - Four Generations in the Workplace | Maggie Stipe |
| 2009 | Western CPE - Individual Income Tax | Maggie Stipe |
| 2009 | Western CPE - Business/Corporate Tax | Maggie Stipe |
Year |
Education Description |
Team Member |
2008 |
Moss Adams Connection Annual Meeting |
Dan James |
2008 |
AICPA National Auto Dealership Conference |
Dan James |
2008 |
CCH - PFx Engagement: Training I |
Deb Kelley |
2008 |
CCH - PFx Engagement: Best Practices Consulting |
Deb Kelley |
2008 |
AICPA Tax Strategies for the High-Income Individual |
Deb Kelley |
2008 |
Moss Adams Connection Annual Meeting |
Deb Kelley |
2008 |
AICPA National Auto Dealership Conference |
Deb Kelley |
2008 |
CCH - PFx Engagement: Training I |
Mary Markeson |
2008 |
CCH - PFx Engagement: Best Practices Consulting |
Mary Markeson |
2008 |
AICPA National Auto Dealership Conference |
Mary Markeson |
2008 |
UACPA: Small Business Audits: Best Practies |
Mary Markeson |
2008 |
Moss Adams Connection Annual Meeting |
Sandra Payne |
2008 |
CCH - PFx Engagement: Training I |
Sandra Payne |
2008 |
CCH - PFx Engagement: Best Practices Consulting |
Sandra Payne |
2008 |
Moss Adams Connection Annual Meeting |
David Edwards |
2008 |
CCH - PFx Engagement: Training I |
David Edwards |
2008 |
AICPA National Auto Dealership Conference |
Terri Ferran |
2007 |
Moss Adams Network Annual Meeting |
Dan James |
2007 |
AICPA National Auto Dealership Conference |
Dan James |
2007 |
PPC - Implementing New Risk Assesment Standards |
Dan James |
2007 |
Moss Adams Network Annual Meeting |
Deb Kelley |
2007 |
AICPA National Auto Dealership Conference |
Deb Kelley |
2007 |
Dealership Controllers Conference |
Deb Kelley |
2007 |
PayChex: Taxes - Moving Expenses |
Kristin Cornell |
2007 |
PayChex: Taxes - Alimony |
Kristin Cornell |
2007 |
MicroMash: Income Tax Training 1040 |
Kristin Cornell |
2007 |
PES: Choice of Entity |
Kristin Cornell |
2007 |
Moss Adams Network Annual Meeting |
Mary Markeson |
2007 |
AICPA National Auto Dealership Conference |
Mary Markeson |
2007 |
Dealership Controllers Conference |
Mary Markeson |
2007 |
Auditor's Risk Assessment Process: |
Mary Markeson |
2007 |
PPC - Implementing New Risk Assesment Standards |
Mary Markeson |
2007 |
USU: Statistics for Business (STAT 2300) |
Terri Ferran |
2007 |
The Growth Partnership: International |
Terri Ferran |