Recent Accounting and Auditing Pronouncements
Presented by Steven Morrison, CPA, Director for Morrison, Brown, Argiz & Farra, LLC (MBAF)
CPE: 2 Hours A&A
Steven Morrison, CPA, is a director in the Audit Department at MBAF and works with both public and private companies in various industries including those with international operations. Steven joined the firm in the early 2000's and is active in the planning and execution of audits. Steven's industry experience includes automotive dealerships, employee benefits plans, freight forwarding/mail courier, mortgage lending, non-profit, retail, telecommunications, and wholesale/distribution as well as specific issues for companies in a variety of other industries. He has experience in effectively communicating simple and complex technical matters to all levels of personnel at clients. Steven's responsibilities also include advising engagement teams on accounting and auditing matters.
For 2012 through 2014, he is serving as chair of the Florida Institute of CPAs Accounting Principles and Auditing Standards Committee which develops responses to exposure drafts of various authoritative accounting and auditing bodies such as the AICPA, FASB, and PCAOB. He also served on the 2013 AICPA National Advanced Accounting and Auditing Technical Symposium (NAAATS) Steering Committee.
Financial Markets – What’s Working and What's Not
Cash Balance Pension Plans – The Holy Grail of Retirement Plans
Presented by Scott Poulin
CPE: 1 Hour TB
As Managing Director, Client Development, Scott Poulin is responsible for designing, implementing and attaining Wescott’s wealth management and sub-advisory marketing and sales objectives for the Florida region. Working with other members of Wescott’s Management, Client Development, Operations and Administrative teams, Scott plays a central role in defining Wescott’s Florida business development goals and strategies, identifying, cultivating and maintaining core centers of influence and lead sources, meeting with prospective clients and facilitating the implementation of the firm’s Florida client wealth management strategies and services. He is a member of the firm's Marketing and Sales Committees.
He received his bachelor’s degree in finance/investments and economics from Babson College, his master’s degree in business administration from the University of Miami and his National Trust School degree from Kellogg School of Management at Northwestern University. In addition, Scott is a registered trust representative and has completed Certified Financial Planner™ courses at Barry University.
Registration: 3:45 p.m.
CPE Program: 4:00 p.m.
Cocktails: 5:40 p.m.
Dinner & CPE Program: 6:10 p.m. - 7:20 p.m.
End: 7:20 p.m.
Salad: Classic Garden Salad
Entree: Skirt Steak Churrasco with Chimichurri Sauce, Sweet Potatoes, Charred Onion
Please indicate if you would like a vegetarian main course or have a special need by contacting Linda Levine.
Register By Mail
Not paying online? Use our check remit form http://www.ficpa.org/content/Files/Docs/broadcastemails/Chapters/chapters_check-remit.pdf to pay for your event by check. This form contains our mailing address and payment instructions.
Mail your reservation payment to:
Florida Institute of CPAs
P.O. Box 5437
Tallahassee, FL 32314-5437
Please make checks payable to: FLORIDA INSTITUTE OF CPAs
Include with payment:
Meal Choice (if applicable):
Chapter Registration Contact
5825 SW 94 Place
Miami, FL 33173
Cancellation & Refund Policy
Cancellations on chapter events will be accepted up to 3 business days prior to the event and will receive a full refund.
Please Note: Cancellations must be made through the FICPA Member Service Center at (800) 342-3197. Cancellations cannot be processed via the website.
Please visit the chapter website for more information regarding the chapter, upcoming meetings as well as pictures on past events: http://www.miamidadeficpa.org
Ownership Opportunity – Retirement-minded sole owner of established South Florida audit firm w/$600k+ revenues looking for association w/seasoned CPA individual or firm w/shared values for transition to mutually agreed upon withdrawal and buyout. Replies will be held in strict confidence. Reply to email@example.com
Auditor – SW Broward firm looking for career minded experienced auditor. Applicant must have recent public accounting experience and strong client management and audit skills. Attention to details and organizational skills required for this position. Competitive salary and benefits. Email your confidential resume to firstname.lastname@example.org
Save the Date
Tuesday, Nov. 26, 2013
Tuesday, Jan.28, 2014
Tuesday, April 22, 2014
Tuesday, May 27, 2014
Tuesday, June 24, 2014
All chapter meetings will be held at the Coral Gables Hyatt Regency located at 50 Alhambra Plaza, Coral Gables, FL 33196.
A Special Thank You to our Annual Sponsors for the 2013/2014 year:
Document Scanning Services, Inc.
Wescott Financial Advisory Group, LLC
Barkow Wealth Management Group of Raymond James