2021 Financial Seminars

Save $300 on the Financial Seminar Bundle by Registering Before Sept. 1

We’re excited to see you all in Nashville this fall for our Financial Seminars! Now that we’re getting back to normal, we can hold our Accounting Seminar and Separations & Access Seminar in person once again in late September / early October. Plus you can register for our Seminar Bundle for $1,650 (a $150 discount on the cost of the individual seminar rates).

Take take advantage of our Early Bird rate through August 31 – Sign up today and save an additional $150 on the Seminar Bundle. The Early Bird rate ends on September 1.

Accounting Seminar

  • $750 per person
  • Tuesday, September 28, 8:00 a.m. – 5:00 p.m. CDT

Separations & Access Seminar

  • $1,050 per person
  • Wednesday, September 29, 8:30 a.m. – 5:00 p.m. CDT
  • Thursday, September 30, 8:30 a.m. – 5:00 p.m. CDT
  • Friday, October 1, 8:30 a.m. – 12:00 p.m. CDT

Seminar Bundle

  • $1,650 per person ($1,500 through August 31)
  • Tuesday, September 28, 8:00 a.m. – 5:00 p.m. CDT
  • Wednesday, September 29, 8:30 a.m. – 5:00 p.m. CDT
  • Thursday, September 30, 8:30 a.m. – 5:00 p.m. CDT
  • Friday, October 1, 8:30 a.m. – 12:00 p.m. CDT

Registration Quick Links

Accounting Seminar
Separations & Access Seminar
Seminar Bundle

JSI’s Part 32 & Part 64 Accounting Seminar provides a detailed review and explanation of the FCC’s Part 32 and Part 64 accounting principles and applications. JSI staff discuss specific issues of the FCC’s accounting procedures, including the “allowable” expenses for USF and NECA purposes, as well as increased regulatory scrutiny of the Part 64 allocation mechanisms. This seminar also covers the ongoing USAC and NECA audits and reviews. And new for 2021, we’ll also be covering how to account for broadband grants and COVID-19 relief efforts your company may have received.

Topics:

  • Part 32/64 Introduction
  • Part 64 and elements of the Cost Allocation Manual (CAM)
  • NECA & USAC audits
  • Rate base
  • Operating revenues
  • Expenses
  • Taxes
  • Accounting for FCC and other grants
  • Accounting issues related to the Federal PPP program
  • Changes to Part 32 Accounting to conform to GAAP accounting

Learning Objectives: At the end of the seminar, attendees will be able to:

  • Understand concepts and principles of the FCC Part 32 accounting rules
  • Determine sources and drivers of primary regulated revenue streams, including USF and NECA Settlements
  • Understand the hierarchy of Cost Allocations contained within Part 64 of the FCC’s rules
  • Compare and contrast valuation of transactions between affiliated entities and non-affiliated entities
  • List the primary areas of focus of USAC OIG and other audit processes

The seminar will begin on Tuesday, Sept. 28 at 8:00 a.m. and conclude at 5:00 p.m. Lunch and refreshments will be provided.

Attendees will receive electronic copies of the seminar materials and JSI’s Accounting Manual for the Independent Telephone Company. The seminar includes lecture, group discussion, and sample accounting problems. Everyone is encouraged to participate.

This is a basic level course for accountants, bookkeepers, and auditors, as well as telco staff looking to gain a better understanding of telecommunications and FCC accounting requirements. Attendees are eligible for 8 hours of CPE credit (see below for more information). Dress for all JSI seminars is business casual.

Seminar Registration

Cost: $750 per person. To register for only the Accounting Seminar, click the button below.

Register for Accounting Seminar
JSI will send you a confirmation letter after your registration has been received. We will invoice your company after the seminar.

Class size is limited. Cancellations must be received by Monday, September 20. Failure to cancel by this date, as well as no-shows, will result in a penalty charge of the full cost of the seminar.

Hotel Information

Courtyard Nashville Downtown
170 4th Avenue North
Nashville, TN  37219

Ph: 615-256-0900

Room Block: $247 (standard)
Reservations cut-off date: Tuesday, September 7

For reservations call 1-888-236-2427 (code is JSI) or book the JSI Seminar group rate online.

CPE Information

CPE Credits & Information: This course offers 8 hours of Accounting CPE credit. For those interested in earning CPE credits, you will be required to respond to a series of engagement activities throughout the seminar sessions. The number of credits you receive will be based on the engagement activities you complete, as well as the amount of time spent in the meeting. The Accounting Seminar is considered an “Overview” program through NASBA classification. No prerequisites or advanced preparation is required for this course.

Delivery Method: All JSI seminars are “group-live” sessions as defined by NASBA.

CPE Sponsorship Information: JSI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions?

For questions or complaints about the seminar, registration, or program cancellation policies, please contact Leah Yoakum, Seminar Administrator, at 301-459-7590.

The FCC’s never-ending changes to the universal service and access charge regimes continue to add levels of complexity to the cost settlement system and significantly threaten your settlements and revenue streams. Understanding the allocation of costs and maximizing cost recovery, especially with the current pressures on your revenue streams, is critical to continued success. JSI’s Separations & Access Seminar focuses on responding to today’s broadband network and services, in addition to its usual assessment of cost settlements, regulated and non-regulated allocations, jurisdictional categorizations, access procedures, and intercarrier compensation. This year’s seminar will include continued reform of Universal Service funding mechanisms; data reporting and compliance for A-CAM electors; special access/BDS issues; using operational and financial data to manage for success; and federal and state grants and loans issues and opportunities.

Topics:

  1. Separations concepts and principles
  2. Settlements and compensation
  3. Accounts affecting the separations process:
    • Part 32, USoA
    • Part 64
    • Regulated / non-regulated allocations
  4. NECA cost issues
  5. NECA & USAC audits
  6. A review of the cost study and cost allocation process, including the analysis of the telephone network, operating expenses and other inputs
  7. Broadband
    • Potential policy shifts
    • Current and proposed settlements
  8. Part 69 – Access Charges and the Recovery of Interstate Costs
  9. Federal Universal Service Funding
    • Overview of the categories
    • Current and proposed policy shifts
  10. Emerging trends and issues
  11. Projecting future revenue streams associated with Universal Service and FCC access charges

Learning objectives:
At the end of the seminar, attendees will be able to:

  • Understand how changes in FCC rules impact separations and settlements
  • Compare and contrast the FCC Part 36 Separations rules for various Part 32 Accounting groups
  • Understand the FCC’s High Cost Support Mechanisms, including A-CAM and Legacy programs and potential future changes
  • Identify the primary drivers of Federal High Cost Loop and other USF mechanisms
  • Define the steps involved in determining the Interstate Revenue Requirement
  • Analyze regulated revenue sources for purposes of budgeting and forecasting of future results

The seminar will begin at 8:30 a.m. each day and conclude at 5:00 p.m. on days one and two. Day three will conclude at 12:00 p.m. Lunch will be provided the first two days of the seminar. As well, refreshments will be provided throughout the seminar.

Attendees will receive electronic copies of the seminar materials. The seminar includes lecture, group discussion, and sample accounting problems. Everyone is encouraged to participate.

This is a basic level course for separations, settlement, and access personnel new to this area or company, or with responsibility for financial or operational issues. Other management, financial, and regulatory staff who rely on or make use of separations and access data will also benefit from this seminar. Attendees are eligible for 20 hours of CPE credit (see below for more information). Dress for all JSI seminars is business casual.

Seminar Registration

Cost: $1050 per person. To register for only the Separations & Access Seminar, click the button below.

Register for Separations & Access Seminar
JSI will send you a confirmation letter after your registration has been received. We will invoice your company after the seminar.

Class size is limited. Cancellations must be received by Monday, September 20. Failure to cancel by this date, as well as no-shows, will result in a penalty charge of the full cost of the seminar.

Hotel Information

Courtyard Nashville Downtown
170 4th Avenue North
Nashville, TN  37219

Ph: 615-256-0900

Room Block: $247 (standard)
Reservations cut-off date: Tuesday, September 7

For reservations call 1-888-236-2427 (code is JSI) or book the JSI Seminar group rate online.

CPE Information

CPE Credits & Information: This course offers 20 hours of Specialized Knowledge CPE credit. For those interested in earning CPE credits, you will be required to respond to a series of engagement activities throughout the seminar sessions. The number of credits you receive will be based on the engagement activities you complete, as well as the amount of time spent in the meeting. The Accounting Seminar is considered an “Overview” program through NASBA classification. No prerequisites or advanced preparation is required for this course.

Delivery Method: All JSI seminars are “group-live” sessions as defined by NASBA.

CPE Sponsorship Information: JSI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions?

For questions or complaints about the seminar, registration, or program cancellation policies, please contact Leah Yoakum, Seminar Administrator, at 301-459-7590.