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29th Annual Show Agenda

We’ve got our CPE scientists on the job. They’re fusing today’s sought-after sessions with the practical topics that drive your business and career. Don’t forget nationally-recognized instructors, the Annual Accounting Show’s signature element.

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Agenda at-a-Glance

 
Wednesday, Sept. 17, 2014
  • 7:30 a.m. Registration & Check-in
  • 8:10–11:45 a.m. Ethics: Protecting the Integrity of Florida CPAs
  • 12:45–1:35 p.m. General Sessions/Keynote
  • 1:45–5:15 p.m. CPE Sessions
Thursday, Sept. 18, 2014
  • 7:30 a.m.–12 p.m. Registration & Check-in
  • 7:30 a.m.–6 p.m. Vendor Showcase and Tradeshow Networking
  • 8:15–10:15 a.m. General Session/Keynote Address
  • 10:15 a.m.–12:40 p.m. CPE Sessions
  • 12:40–1:40 p.m. Lunch and Tradeshow Networking
  • 1:40–4:50 p.m. CPE Sessions
  • 4:30–6 p.m. Cocktail Reception and Tradeshow Networking
Friday, Sept. 19, 2014
  • 8–11:25 a.m. CPE Sessions
  • 8:30 a.m.–1:00 p.m. Vendor Showcase and Tradeshow Networking
  • 11:10 a.m.–12:50 p.m. Lunch and Tradeshow Networking
  • 12:45–4:20 p.m. CPE Sessions

Wednesday, Sept. 17, 2014

 

Regstration & Check-in
7:30 a.m.

Ethics: Protecting the Integrity of Florida CPAs (4 E)
8:10–11:45 a.m
Cecil Patterson, Jr., CPA, MBA
Patterson CPA Group, Inc.
Ponte Vedra Beach

Need to satisfy your Florida Ethics requirement? This course centers on the most common errors and regulations that impact the practice of public accounting in Florida as well as real-life ethical issues faced by individuals and organizations. It addresses newly revised and proposed interpretations, rulings and legislation that affects CPAs in both public accounting firms and employment in industry, government and education.

General Session Track B1 (1 TB)
12:45–1:35 p.m.
Keynote Address: On Being a Consultant
Ed Kless
Senior Director, Partner Development and Strategy / Sage
Allen, Texas

Increase your effectiveness in working with your customers (not clients) by adopting some concepts of consulting theory. Adopting these behaviors requires you to think a bit differently about your professional relationships.

A&A Track C1 (4 AA)

 

1:45–5:15 p.m.

Big GAAP vs Little GAAP—Where are we Now? (2 AA)
1:45–2:35 p.m.
Mark Brechbill, CPA
Partner, Mark Brechbill, PLLC
Stuart

This session will help answer the question-Is there an end in sight to the FASB regulatory overload, or should I just retire now? We'll look at what the PCC has done to date, and what alternatives we have to GASB. We will review the Financial Reporting Framework for Small and Medium Sized Entities (FRF for SMEs) and International Financial Reporting Standards for SMEs (Little GAAP).

Compilation and Review (1 AA)
3:35–4:25 p.m.
Cecil Patterson, Jr., CPA, MBA
Patterson CPA Group, Inc.
Ponte Vedra Beach

Learn about the new 2013 and 2014 compilation and review professional standards, which represent the most significant changes to these standards in more than 30 years. Review pertinent, specially-selected standards from earlier years.

Special Reporting Framework Updated (OCBOA) (1 AA)
4:25–5:15 p.m
Steven Morrison, CPA
Director / Morrison, Brown, Argiz & Farra, LLC
Miami

This session provides an overall update on special-purpose frameworks such as cash and tax basis as well as a discussion on the literature associated with related engagements.

Tax Track C2 (4 TB)

 

1:45–5:15 p.m.

Multi-State Tax Issues (1 TB)
1:45–2:35 p.m.
Joseph C. Moffa, Esquire, CPA
Managing Partner / Law Offices of Moffa, Gainor & Sutton, PA
Ft. Lauderdale

This course discusses current developments regarding multi-state income tax and sales tax issues throughout the country. We’ll also discuss the current status of the Marketplace Fairness Act currently before congress relating to internet and other remote sellers.

Florida State Tax Update: the craziness continues (1 TB)
2:35–3:25 p.m.
Joseph C. Moffa, Esquire, CPA
Managing Partner / Law Offices of Moffa, Gainor & Sutton, PA
Ft. Lauderdale

Let’s discuss the current, deranged developments in Florida taxation including new cases, procedures and audit issues.

Fiduciary Accounting/Tax Compliance (1AA/1TB)
3:35–5:15 p.m.
Vicki Meyer, CPA
Owner/Meyer Consulting, PLLC
Orlando

What correlation is there between GAAP and fiduciary accounting? Between fiduciary accounting and income taxation? We will examine the basic differences and discuss the professional responsibilities and risks as they pertain to this new and expanding source of work for CPAs.

Industry Tax Track C3 (4 TB)

 

1:45–5:15 p.m.

Bankruptcy 101 (1 TB)
1:45–2:35 p.m.
Noel Robert Boeke
Attorney/Holland & Knight LLP
Tampa

This session will cover everything you wanted to know about bankruptcy (but were afraid to ask).

Florida Real Estate: The Next Boom or Bubble? (1 TB)
2:35–3:25 p.m.
Dave Levine, CPA, CGMA
President / High Road Management, Inc.
Palmetto Bay

This presentation will recap current trends affecting residential estate markets in Florida and lead a lively discussion about whether we are headed for the next “boom” or “bubble”. Be part of this important discussion!

How to Put Together a Successful Loan Package (2 TB)
3:35–5:15 p.m.
Stewart Appelrouth
Director of Business & Entrepreneurial Services / Appelrouth Farah & Co.
Coral Gables

This presentation will include the appropriate way to prepare a loan package for a prospective lender including how important the CPA’s involvement is in the process. The presentation will also include the dos and don’ts of what the CPA should and should not do.

Technology Track C4 (4 TB)

 

1:45–5:15 p.m.

Excel for Audit Workpapers (1 TB)
1:45–2:35 p.m.
Keith E. Johnson CPA, CIA
Keith E. Johnson, CPA, P.A.
Jacksonville

If you are not using Excel to generate your audit work papers, what are you waiting for? Using Excel as part of your audit program saves time, reduces audit fees and helps improve the quality of your opinions. This session will help late adopters learn how Excel will improve the efficiency and quality of your audit work papers.

Quickbooks for CPAs (1 TB)
2:35–3:25 p.m.
Mario Nowogrodzki, CPA/CITP
Principal / Mendelson Consulting
Pembroke Pines

This session covers a variety of topics that will help CPAs utilize QuickBooks optimally. Topics include: QuickBooks Accountant Edition, working with clients, reporting, locking the books, audit trail and more.

Disruptive Technologies: Catching the Wave (1 TB)
3:35–4:25 p.m.
Gregory L. LaFollette, CPA, CITP, CGMA
Strategic Advisor/CPA.com
Sioux Falls, SD

This session will examine the multitude of “disruptive technologies” that are destroying some of our clients’ traditional business models while simultaneously creating amazing new opportunities for others. As a “trusted advisor,” you need to understand these threats and be ready to help your clients not only survive but also thrive in the face of this upheaval. You’ll be amazed (and probably troubled) as we discuss today’s “buggy whip manufacturers!”

50 Technical Apps in 50 Minutes (1 TB)
4:25–5:15 p.m.
Dave Bergstein
Account Advisory Group/Intiut
Groveland

Business Development Manager/Strategic Account Channel | Intuit | Groveland
See 50 apps that are being used by CPAs in both industry and practice. CPAs are becoming more mobile and have to be knowledgeable in advising their clients as well as themselves in the tools that they need to use in order to be more efficient and effective.

Thursday, Sept. 18, 2014

 

Regstration & Check-in
7:30 a.m.

General Session Track D1 (1 TB)
8:15–9:15 a.m.
Keynote Address: Profession Update
Tommye Barie
Partner / Mauldin & Jenkins, LLC
Bradenton

Tommy E. Barie, CPA and AICPA’s Vice Chair of the Board of Directors, will provide an overview of the key forces driving change for the CPA profession today and in the future. She also will cover key AICPA initiatives focused on supporting members in an ever-changing profession.

General Session Track D2 (1 TB)
9:15–10:15 a.m.
Keynote Address: 15 Essential Areas to Address in Your Succession Plan
William Reeb, CPA, CITP, CGMA
Chief Executive Officer / The Succession Institute, LLC

This session focuses on the 15 sections you need to address to build a robust succession plan for your firm. This includes best practices that firms need to implement to not only prepare them for a seamless succession experience, but to improve profitability, viability and long-term sustainability. In this session, we will:

  • Review foundational areas necessary to developing a robust succession plan
  • Identify common disconnects between your current succession plan and this best practice review
  • Discuss the importance of developing capacity and why so many fail in this initiative
  • Cover the common mistakes firms make when creating hybrid models of operations
  • Introduce compensation strategies to support accountability and accomplishment and more

A&A Track E1 (2 AA)

 

11 a.m.–12:40 p.m.

Succession Planning Intimate Consulting Session 1 (Optional / Additonal Fee / Limited)
11–12:40 p.m.
William Reeb, CPA, CITP, CGMA
Chief Executive Officer / The Succession Institute, LLC

ASC 740- Disclosures and Other General Topics (1 AA)
11–11:50 a.m.
Manuel E. Pravia, CPA. MST
Principal / Morrison Brown Argiz & Farra, LLC
Miami

This session will provide a brief overview of the recognition and measurement principles under ASC 740 with a focus on disclosure requirements and recent developments.

Fair Value Accounting Update (1 AA)
11:50 a.m.–12:40 p.m.
Gilbert E. Santiesteban, CPA
Assurance Senior Manager/BDO
Miami

Business Tax Track E2 (1AA/1TB)

 

11 a.m.–12:40 p.m.

Accounting for LLC-Adapting Partnership Accounting to LLC (1 TB)
11–11:50 a.m.
Mark Brechbill
Partner / Mark Brechbill, PLLC
Stuart

This A&A session will focus on how to record and account for LLC transactions. It will cover the different methods of recording transactions under US GAAP, IFRS for SMEs, FRF for SMEs and tax accounting, including 704 (b) accounting. For the practitioner that primarily focuses on taxes, this session will help you and your client's understand how to book the transaction from the return.

Taxation of Stock Options (1 TB)
11:50 a.m.–12:40 p.m.
Vicki Meyer, CPA
Owner / Meyer Consulting, PLLC
Orlando

Learn the different tax consequences of Stock Options, Restricted Stock, Phantom Stock, Stock Appreciation Rights (SARs) and Employee Stock Purchase Plans (ESPPs); why some plans may provide more incentive than others; and what pitfalls may await the tax payer and practitioner alike.

Fraud Track E3 (2 AA)

 

11 a.m.–12:40 p.m.

Causes of Fraud (1 AA)
Odalys Z. Lara, CPA, CVA, MAFF, CFF
Lara & Weidman Forensic CPAs P.A.
Clearwater

This presentation will discuss the various causes of fraud and detection methodologies.    

Ponzi Schemes and Other Scams (1 AA)
11:50 a.m.–12:40 p.m.
William M. Sharp, Esquire
Sharp Partners, PA
Tampa

Practice Management Track E4 (2 TB)

 

11 a.m.–12:40 p.m.

Risk Management–Client Acceptance, Retention Issues (1 TB)
11–11:50 a.m.
Duncan B. Will
A&A Loss Prevention Specialist/Camico
San Mateo, CA

Client acceptance and retention practices are some of the most powerful risk management defenses available to today's CPAs.  Participants will learn how to triage potential and existing clients and identify signs that allow them to minimize their risk exposure to high-risk clients and high-risk engagements.

Adding Litigation Support to Your Practice (1 TB)
11:50 a.m.–12:40 p.m.
Jeannette Payne, CPA, MBA, ABV
Partner/Dugas & Dugas, CPA PA
Winter Haven

Litigation support can be an interesting, challenging and fast-paced way to add services to your firm’s offerings. What are the risks? How do you avoid the pitfalls? How do you start bringing those engagements to your firm?

A&A Track F1 (3 AA)

 

1:40–4:50 p.m.

Succession Planning Intimate Consulting Session 2 (Optional / Additonal Fee / Limited)
1:40–3:20 p.m.
William Reeb, CPA, CITP, CGMA
Chief Executive Officer / The Succession Institute, LLC

Leases–Okay, So What Are We Doing Now? (2 AA)
1:40–3:20 p.m.
Mark Brechbill
Partner / Mark Brechbill, PLLC
Stuart

We will review the new lease standards and how they are applied under US GAAP, FRF for SMEs, IFRS for SMEs and IFRS. Additionally, we will look at what types of book-to-tax adjustments this might create for determining deferred taxes and the effect of the new standards on your accounting and bookkeeping requirements.

Fresh Start Accounting (1 AA)
4:00–4:50 p.m.
Ed Grossman, CPA, CMA, CFE, CGMA
Proprietor / J. Edward Grossman, CPA
Lakeland

Current GAAP offers little guidance for determining when, if ever, an entity should establish a new accounting and reporting basis. In this session, we will discuss current practices and recent EITF and FASB activities to develop definite guidance.

Tax Track F2 (3 TB)

 

1:40–4:45 p.m.

Taxation of Foreclosures and Short Sales (1 TB)
1:40–2:30 p.m.
Larry Heinkel, Esquire
Tax and Bankruptcy Attorney / Heinkel Law Group, P.L.
St. Petersburg

This session will discuss how FTL's impacts clients tax debts, their ability to transfer assets and how CPA’s can avoid malpractice.

Trust Planning from A to Z (1 TB)
3:05–3:55 p.m
Alan S. Gassman
Attorney/Gassman Law Associates, P.A.
Clearwater

Learn how to plan, structure and protect wealth using revocable and irrevocable trusts and trust systems. I also will provide a comprehensive overview with a practical planning checklist and practitioner tax-compliance guide.

Update Estate Planning-Wealth Protection in Contemplation of Death (1 TB)
3:55–4:45 p.m.
Thomas O. Katz
Partner/Katz Baskies LLC
Boca Raton

We will review the estate-planning process in an age of high exemptions. I will put particular emphasis on the role of accountants in structuring and monitoring estate planning initiatives.

Elder Planning Issues F3 (3TB)

 

1:40–4:45 p.m.

The Unexpected Caregiver (1 TB)
1:40–2:30 p.m.
William Cummings, CPA/PFS
President / Cummings Financial Organization
Tampa

Robert Walton
Attorney & Counselor Law / Law Offices of Robert S. Walton, PL
Tampa

Caring for an aging loved one who has diminished mental or physical skills can be daunting. We will provide insight into the issues facing caregivers and individuals regarding the financing of health care; legal issues and estate planning; housing options; income and distribution plans; and geriatric-care management.

Power of Attorney and Incapacity Issues (1 TB)
3:05–3:55 p.m
Sherri Greenblatt, Esquire
Attorney / Florida Elder Law Concepts, P.A.
Boca Raton

You think you understand the terms well enough, but do you know how Durable Powers of Attorney and incapacity issues can impact your practice? Lean why they should be on your radar before a crisis happens.

Elderly Exploitation: Building a Criminal Case (1 TB)
3:55–4:45 p.m.
Richard Sherman, Jr.
Assistant State Attorney / Office of the State Attorney, 17th Judicial Circuit of Florida
Ft. Lauderdale

Elderly exploitation is the new crime of the century. It is sometimes difficult to determine when a taking becomes a criminal matter. It can also be difficult to get law enforcement interested in investigating complex paper cases. We will discuss the different criminal statutes that apply in elderly exploitation cases. You will learn how to evaluate your case and identify the key facts to effectively present your case to Adult Protective Services, law enforcement and the State Attorney’s Office.

Financial Planning Track F4 (3TB)

 

1:40–4:45 p.m.

How CPAs and Lawyers Work Together to Protect a Client's Business and Personal Assets (1 TB)
1:40–2:30 p.m.
Denis Kleinfeld
Of Counsel / Fuerst Ittleman David & Joseph PL
Miami

Every day, even the best clients are faced with financial or legal exposures as well as personal issues. Many clients just need to be better prepared for that inevitable rainy day. Others may already be caught up in a storm of legal, financial, tax or personal problems. You will learn how to work together to analyze the issues, develop recommendations to the client and implement them for successful outcome.

Adding Finanical Planning to Your CPA Practice (1 TB)
3:05–3:55 p.m
James Luffman, CPA/PFS
Vice-President/CPS Investment Advisors
Lakeland

Vice-President | CPS Investment Advisors | Lakeland
The CPA is the trusted advisor. Why are you holding back on the advice your clients need? Attend this presentation and learn how to get started.

DOMA–Deciphering the Rights of Marriage Equality (1 TB)
3:55–4:45 p.m.
Richard Milstein
Partner / Akerman, LLP
Miami

Article 3 of DOMA has been stricken by the United States Supreme Court in June, 2013. The Federal Government is recognizing the rights of legally married couples in jurisdictions that have authorized marriage equality. What are the federal rights of same sex married couples and in Florida?

Reception

 

4:30–6:00 p.m.

Friday, Sept. 19, 2014

 

A&A Track G1 (3 AA)

 

8–11:10 a.m.

GAAS Update (1 AA)
8–8:50 a.m.
Bruce A. Nunnally, CPA, CGMA
Partner / Carr, Riggs & Ingram, LLC

In this session, I will provide an update of new auditing standards and a look at what's on the horizon. We also will review the audit implications of new accounting standards.

COSO Report–Using Cloud Computing (1 AA)
8:50–9:40 a.m.
Scott G. Price, CPA, CFF, CISA, CIA
Managing Director / A-lign CPAs, LLC

There's a new COSO report out there! The Treadway Commission published its original framework in 1992 and has been the leading guidance for internal control. Since then the business world has changed significantly, including a leap to the cloud for both computing and storage. This session will cover the internal control issues when using the cloud.

Value Proposition for Internal Controls-Integrated Framework By Coso (1 AA)
10:20–11:10 a.m.
J. Stephen Nouss
Chief Consulting Officer, Berkowitz Pollack Brant Advisors and Accountants

Learn how to implement a good internal control structure that will add value and address corporate governance requirements.

International Tax Track G2 (3 TB)

 

8–11:20 a.m.

Update on U.S. Foreign FACTA-The Good(If Any), The Bad (Mostly), and The Ugly (Think Coyote) (1 TB)
8–8:50 a.m.
Denis Kleinfeld
Of Counsel / Fuerst Ittleman David & Joseph PL
Miami

The Foreign Account Tax Compliance Act has had profound consequences on both the U.S. and foreign financial service industry including the accountants, lawyers and other professional service providers. This presentation will provide a background of the FATCA’s goals; what implementation actions the government is taking; an analysis of current status; professional risk exposures; and what this all means to the United States.

Inbound and Outbound Transactions (1 TB)
9:40–10:30 a.m.
Denis Kleinfeld
Of Counsel / Fuerst Ittleman David & Joseph PL
Miami

This presentation will provide an update regarding U.S. tax, compliance and planning consideration affecting U.S. persons with offshore interest and foreign persons investing and doing business in the United States, including a discussion of pre-immigration planning.

How to Avoid Criminal Exposure in the New Regime of IRS Account Compliance Reporting Requirements (1 TB)
10:30–11:20 a.m.
Mitchell S. Fuerst, Esquire
Managing Partner/Fuerst Ittleman David & Joseph PL

The program will explore the information reporting requirements imposed on taxpayers and foreign financial entities. We also will discuss compliance with related tax reporting and paying requirements for such accounts and activities.

Not For Profit Track G3 (2 AA/1 TB)

 

8:15–11:25 a.m.

Not for Profit Update (1 AA)
8:15–9:05 a.m.
Allison Harrell, CPA
Director, Assurance Services, Thomas Howell Ferguson P.A.
Tallahassee

Update on NFP accounting standards and industry trends. This session will cover new accounting standards out there that will affect not-for-profits as well as current industry trends and techniques.

Due Diligence for NFP Board Members (1 AA)
9:45–10:35 a.m.
Allison Harrell, CPA
Director, Assurance Services, Thomas Howell Ferguson P.A.
Tallahassee

What should you do before you commit to joining a board? What questions should you ask? What if you don't get the answers you want to hear? This session will help prepare you when get the "ask" to serve on a board.

Tax Issues for NFP (1 TB)
10:35–11:25 a.m.
David C. Moja, CPA
National Director NFP Tax Services / CapinCrouse LLP
Greenwood, IN

The IRS has been very busy in 2014.  They continue to issue new guidance and proposed rules while dealing with upheaval.  This session will look at determinations issues, political activities, unrelated business income, foreign activities, and proposed Tax Reform issues.  Further, we will review changes that may be on the way for Form 990-series returns.

Technology Track G4 (3 TB)

 

8:15–11:25 a.m.

Pros and Cons of Virtual Offices (1 TB)
8:15–9:05 a.m.
Cecil Patterson, Jr., CPA, MBA
Patterson CPA Group, Inc.
Ponte Vedra Beach

The presentation will review the issues of having a virtual office in 2014. The evolution of technology and business practices has made changes to the concept of a "virtual office." Is it still viable, efficient and practical?

Expanding Your Client Services Using the Cloud (1 TB)
9:45–10:35 a.m.
Chris Fraser, PCA, CISA, CITP, MBA

Mobility and Security: Can You Have Both? (1 TB)
10:35–11:25 a.m.
Paul Hoffman, CPA, CITP, CGMA
President / SouthTech
Sarasota

Employees want the freedom to work anytime and anywhere with any device. They also want to bring their device to your office (BYOD). Learn how you can have a mobile workforce while protecting one of your most valuable assets – data.

A & A Track H1 (4 AA)

 

12:45–4:20 p.m.

GAAP Update (1 AA)
12:45–1:35 p.m.
Ed Grossman, CPA, CMA, CFE, CGMA
Proprietor / J. Edward Grossman, CPA
Lakeland

This session will provide an update on recent activities of the Financial Accounting Standards Board (FASB). After briefly reviewing Accounting Standards Updates that recently became effective, we will discuss newly-issued standards and progress of other projects on the FASB’s agenda.

Revenue Recognition (1 AA)
1:35–2:25 p.m.
Carl Pacini, PhD, JD, CPA, CFF
Associate Professor of Accounting / University of South Florida–St. Petersburg College of Business
St. Petersburg

This presentation will cover GAAP revenue recognition concepts and various fraudulent techniques such as bill-and-hold fictitious sales, sham transactions, improper cut off, uncollectible account(s) manipulation and others used to distort revenue recognition. We will also discuss detection methods.

Employee Benefit Plans (1 AA)
2:40–3:30 p.m.
Ian Shapiro
Partner/BDO
Miami

This presentation will provide an update on current hot topics relating to the auditing of employee benefit plans, including a discussion of common errors, omissions and misconceptions.

Peer Review Update (1 AA)
3:30–4:20 p.m.
Dan Hevia, CPA
Shareholder / Gregory, Sharer & Stuart, PA
St. Petersburg

Dan will provide an update of recent changes in peer review standards and guidance; common deficiencies identified in the most recent peer review year; and status of the new Florida peer review requirements.

Tax Track H2 (4 TB)

 

12:45–2:25 p.m.

Individual Tax Update (1 TB)
12:45–1:35 p.m.
Jeff Greene, CPA, PFS
Individual Practitioner / Jeffrey H. Greene, CPA, PA
Hollywood

This session will include tax updates related to 2013 including rate changes, credits, cases and IRAs for the individual.

Business Tax Update (1 TB)
1:35–2:25 p.m.
Jeff Greene, CPA, PFS
Individual Practitioner / Jeffrey H. Greene, CPA, PA
Hollywood

This session will include tax updates related to 2013 including rate changes, credits, cases and for the corporation.

Affordable Health Care Update (2 TB)
2:40-4:20 p.m. 
Kim Griffin-Hunter
Partner/Deloitte & Touche, LLP
Miami

Learn how health care industry convergence as a result of reform is transforming the health care landscape.

Yellow Book Track H3 (4 AA)

 

12:45–4:20 p.m.

GASB Update (2 AA)
12:45–2:45 p.m.
Lisa R. Parker, CPA
Project Manager / Governmental Accounting Standards Board
Norwalk, CT

This session will give an overview of the GASB pronouncements that become effective in the coming fiscal years and will explain some of the projects on GASB’s current technical and research agendas.

Yellow Book Update (1 AA)
2:40–3:30 p.m.
Joel A. Knopp
CPA/Audit Manager / Moore Stephens Lovelace, P.A.
Winter Park

This session will provide an overview of the most recent revision of the Yellow Book (December 2011) including a review of major changes. In addition, we will discuss the impact of GAGAS on the audit approach.

Single Audit Update (1 AA)
3:30–4:20 p.m.
William Blend, CPA
CFE/Shareholder / Moore Stephens Lovelace, P.A.
Winter Park

This session will be an overview of the recently issued Super Circular and will include a discussion of the intended reforms, changes to some of the administrative requirements and the layout of the new Circular. Additionally, a discussion of the changes to the single audit requirements will be included.

Industry Track H4 (4 TB)

 

12:45–4:20 p.m.

Is a Part-Time CFO an Option? (1 TB)
12:45–1:35 p.m.
Joseph Wiendl, CFA, CPA
Principal / Laminar Advisors
Tampa

Not all companies need a CFO. Some do; some don't; and some fall in between. The catalyst for considering a part-time CFO might be a growth agenda, a management transition, a specific transaction or just an owner's desire to add general horsepower and sophistication to the team. Regardless, you’ll learn how to assess your need; make the decision; what to look for; what's available; and how to find it.

Asset Based Lending-The Basics (1 TB)
1:35–2:25 p.m.
Hudson Robillard
Managing Director/ Hudson Robillard & Company, LLC
Miami

In general terms, assets based lending is any kind of borrowing secured by an asset of a company, for purposes of this presentation, the focus will be on lending secured by trade accounts receivable or inventory.

Sex, Drugs and Violence: A Report from the Frontlines (2 TB)
2:40–4:20 p.m.
William (Bill) deMeza
Employment Lawyer/Holland & Knight
Tampa

Learn about how recent developments in employment laws, regulation and rulings are impacting Florida employers.

 
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