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29th Annual Show Agenda

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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
  • 1:45–4:50 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.–1:20 p.m. Vendor Showcase and Tradeshow Networking
  • 11:10 a.m.–12:45 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.

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

A&A Track C1 (4 AA)

 

1:45–5:15 p.m.

Big GAAP/Little GAAP-Update on SSARS 19 (1 AA)
1:45–2:35 p.m.

Financial Reporting Framework for SMEs (1 AA )
2:35–3:35 p.m.

Compilation and Review (1 AA)
3:45–4:25 p.m.
Cecil Patterson, Jr., CPA, MBA
Patterson CPA Group, Inc.

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

Tax Track C2 (4 TB)

 

1:45 p.m.–5:15 p.m.

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

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

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

Industry Tax Track C3 (4 TB)

 

1:45–5:15 p.m.

How Lenders Look at Financial Statements (1 TB)
1:45–2:35 p.m.

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

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

Industry Tax 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.

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

Disruptive Technologies: Catching the Wave (1 TB)
3:35–4:25 p.m.
Gregory L. LaFollette, CPA, CITP, CGMA
Vice President of Product Strategy / CPA2Biz, Inc. (a subsidiary of the American Institute of CPAs)
New York, N.Y.

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

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

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

A&A Track E1 (2 AA)

 

11 a.m.–12:40 p.m.

ASC 740 F/S Disclosures for Deferred Tax Assets and Liabilities (Formerly Known as FAS 109) (1 AA)
11–11:50 a.m.
Manuel E. Pravia, CPA. MST
Principal / Morrison Brown Argiz & Farra, LLC

Fair Value Accounting Update (1 AA)
11:50 a.m.–12:40 p.m.

Business Tax Track E2 (2 TB)

 

11 a.m.–12:40 p.m.

Identity Theft–Including IRS and Cyber Security (and the Safety of the Cloud) (1 TB)
11.–11:50 a.m.
Dennis G Kainen
Attorney / Weisberg & Kainen, Mark PL

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

Fraud Track E3 (2 AA)

 

11:00 a.m.–12:40 p.m.

Causes of Fraud– Committee Report/Case Studies (1 AA)

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

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.

Adding Litigation Support to Your Practice (1 TB)
11:50 a.m.–12:40 p.m.
Jeanette Dugas Payne

A&A Track F1 (3 AA)

 

1:40–4:50 p.m.

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

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

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.

Trusts–The Basics (1 TB)
3:05–3:55 p.m
Alan Gassman

Estate Tax Update (1 TB)
3:55–4:45 p.m.
Thomas Katz

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

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

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

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

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

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

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

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

COSO Report–Internal Controls (1 AA)
10:20–11:10 a.m.

International Tax Track G2 (3 TB)

 

8–11:20 a.m.

FACTA Update– What's Going on in International Agreements (1 TB)
8–8:50 a.m.

Inbound and Outbound Transactions (1 TB)
9:40–10:30 a.m.
Leslie Share, Esquire
Shareholder / Packman, Neuwahl & Rosenberg P.A.

How to Avoid Criminal Exposure in the New Regime of IRS Account Compliance Reporting Requirements (1 TB)
10:30–11:20 a.m.
Mitchel Furst

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.

Due Diligence for NFP Board Members (1 AA)
9:45–10:35 a.m.
Leslie Share, Esquire
Shareholder / Packman, Neuwahl & Rosenberg P.A.

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

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.

Expanding Your Client Services Using the Cloud (1 TB)
9:45–10:35 a.m.

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

A & A Track H1 (4 AA)

 

12:45–4:20 p.m.

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

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

Pensions (1 AA)
2:40–3:30 p.m.

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

Tax Track H2 (2 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

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

Yellow Book Track H3 (4 TB)

 

12:45–4:20 p.m.

GASB Update (1 TB)
12:45–1:35 p.m.
Lisa R. Parker, CPA
Project Manager / Governmental Accounting Standards Board

Yellow Book Update (1 TB)
1:35–2:25 p.m.

Single Audit Update (2 TB)
2:40–4:20 p.m.

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

How to Determine Solvency and Avoid Fraudulent Transfers (1 TB)
1:35–2:25 p.m.

HR Compliance Issues Update (2 TB)
2:40–4:20 p.m.

 
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