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Suncoast - Breakthrough to Excellence (SU010418)

Date:Thursday, January 4, 2018
Time:10:00am - 7:00pm
(Registration at 9:00am )
Facility:Feather Sound Country Club, Clearwater
CPE Credit:4.0 Technical Business
5.0 Accounting and Auditing
Vendor:Florida Institute of CPAs (Chapter)
Course Level:Update
Early Bird Price:Not applicable or see below.


The Health Savings Acct World
Credit(s) and Type: 1 | Technical Business
Speaker Name: Shawn Higginbotham

There’s more to HSA’s than just covering Deductibles presented by Shawn Higginbotham, CFP, BMC CPAs Inc.

The Power of Body Language
Credit(s) and Type: 1 | Technical Business
Speaker Name: Silvana Capaldi 

Actions speak LOUDER than words” 
Silvana Capaldi, Founder & President, Ispirare Group, Tampa

Governance and Relationships
Credit(s) and Type: 1 | Accounting and Auditing
Speaker Name: Alec Brophy
Governance and the Relationship Between Auditor, Board, CEO and CFO, presented by Alec Brophy, Managing Partner, ISA Solution,

Finance Transformations
Credit(s) and Type: 1 | Accounting and Auditing
Speaker Name: Terry Schramm

Dangers and Advice for CFOs and Auditors, presented by Terry Schramm CPA - President, CEO, High Cadence Business Consulting, Tampa

A & A Game Show
Credit(s) and Type: 1 | Accounting and Auditing
Speaker Name: Aaron Crall

Accounting and Auditing Game Show, presented by Aaron Crall, CPA – Principal – CliftonLarsonAllen LLP, Tampa

ASC 606
Credit(s) and Type: 1 | Accounting and Auditing
Speaker Name: C’Lamt Ho, D.B.A
ASC 606: Challenges and Compliance, presented by C’Lamt Ho, D.B.A.- Assistant Professor Accounting, Saint Leo University, Tampa

Color Of Money  (Evening Session)
Credit(s) and Type: 1 | Accounting and Auditing
Speaker Name: Alan West CPA
Color Of Money - UF Funding Sources, Rules or Directives that Govern Money Use, presented by Alan West CPA, AVP, University Controller, University of Florida, Gainesville

Panel discussion; "Business and Legislative Challenges to CPA's in 2018" (Evening Session)
Credit(s) and Type: 2 | Technical Business
Speaker Name: Moderator, Bill Moore

Panel discussion; Business and Legislative Challenges to CPA’s in 2018
• Moderator, Bill Moore, Trustee FICPA Scholarship Foundation, CEO Penservco, Inc.
• Alan West CPA, Current Chair – FICPA, AVP, Controller, University of Florida
• David Cumberland CPA/CGMA , Pres.-FICPA Scholarship Foundation, Manager, Kerkering, Barberio CPA’s
• Deborah Budaj, CPA/CGMA, Chair-Elect West Coast Chapter, Owner Deborah C Budaj, CPA, LLC
• Tom Ford, CPA, Chair- Suncoast Chapter, CJN&W, CPAs
• Justin Thames, Director of Government Affairs, FICPA, Tallahassee

Chapter Registration Contact
Name: Cong Nguyen
Phone: (813) 282-3400

Meal Description

Coffee and Pastries for Breakfast. Cold Buffet for Lunch.  Dinner choices include Salmon, Sirloin Steak or Chicken served with rolls, salad, chef's choice of side items, and dessert.  Reservations after noon on December 29 will receive chef's choice of meal based upon availability.

Member Cost $90 (all day) $40 (evening only)
Non Member Cost $135 (all day) $60 (evening only)
Student Cost: $10 (evening only)
Special Cost: W/o Adv Reg, Members $100/$50

Register Online
Click "ADD TO CART" button below.

Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail
Not paying online? Use our check remit form 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:
    Event Name:
    Member Number:
    Meal Choice (if applicable):


Payments made via credit card will be assessed a 3% surcharge.  There is no surcharge for payments by check made payable to Suncoast Chapter.  Checks shoud include a reference to the "1/4/18 Suncoast Fundraiser Event"

Special Message

There are 2 attendance options for this event.  Members wishing to attend the full day will have a cost of $90.00 with a reservation and $100.00 without a reservation.  Members who only wish to attend the evening session will have a cost of $40.00 with a reservation and $45 without a reservation.  The respective costs for non-members are $135.00 for the full day and $60 for the evening only.  We are hoping to raise funds for several scholarships for our community.

The evening session will include The Color of Money and Panel Discussion sessions plus dinner and cocktails.

Future Meetings

The February meeting will be held on February 16, 2018 at Feather Sound Country Club.

There will be no March meeting due to Tax Season.

The April meeting will be held on April 20, 2018 at Feather Sound Country Club.

The May meeting will be held on May 18, 2018 at Feather Sound Country Club.

Sponsor Information
Penservco, Inc., Pension Plan Administrators & Consultants, is the Host Sponsor of this event.


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Thursday, January 4, 2018
General Sessions
All Sessions (Day and Evening) 9 hrs CPE

Evening Session Only 3 hrs CPE begins at 3:30

Student Member Attendee - Evening Only

Dinner Meal Choice
Sirloin Steak