2017 Accounting & Business Show (AS)

Printer Friendly
Text Size: A A A A
back      
 
Wednesday, September 27, 2017
Registration & Continental Breakfast
6:30am-8:00am
Wednesday Morning Keynote

Keynote Address (Credits: 1.0 TB)
8:10am-9:00am

Kimberly N. Ellison-Taylor, CPA, CGMA
Director / Oracle
Annapolis Junction, MD

Join AICPA Chair Kimberly Ellison-Taylor as she shares her insights into the profession when she opens the 2017 Accounting & Business Show with her keynote address.  Ellison-Taylor emphasizes the importance and preparation, anticipation, accountability and "taking bold steps" to ensure a bright future.  Learn her perspectives on Big Data, cybersecurity and assurance and advisory services as emerging key issues.


Wednesday Morning Workshop (2 Hour Session 9:10am-11:20am)
If Selected, do not register for any other sessions during this time
Space is limited. Please bring a laptop.

Breakout 1: Technology Workshop - Quickbooks Beginner (Credits: 2.0 TB)
9:10am-11:20am

Benjamin Chou
Personable D.B.A. ScanWriter
Fountain Valley, CA
AND
Michelle Dulog
Personable D.B.A. ScanWriter
Fountain Valley, CA
AND
Beverly Zhang
Personable D.B.A. ScanWriter
Fountain Valley, CA

This course will provide a hands-on, working introduction to setup Quickbooks.  Procedural and other accounting/bookkeeping issues will be addressed and discussed as they are encountered.  There are no required prerequisites, although basic knowledge of computer operation in a Windows environment is assumed.  The objective is to give participants a basic familiarity with the operation of the Quickbooks program and an overview of the accounting process as it related to Quickbooks in a small business environment.  Attendees must have the following:  1) own laptop computer.  Course materials will include: a cloud login of Quickbooks for practice (provided by sponsor); a copy of key points and 3) a series of exercises or problem files for use during class.  Basic class will include company file setup and maintenance; bank accounts and credit cards; and managing expenses.

 


Wednesday Morning Concurrent Breakout Sessions (Select One)
9:10am-10:00am

Breakout 2: Changes in Cybersecurity and Third Party (SOC) Attestation - What You Need to Know Now (Credits: 1.0 AA)
9:10am-10:00am

Audrey Katcher, CPA, CISA, CGMA
Partner / Rubin Brown, LLP
Saint Louis, MO
This session will provide insights on the latest changes related to cybersecurity and attestation. 
The recent standards changes, which can change how you interact with and/or serve third parties, will be covered:
1.  New Cybersecurity Attestation
2.  New Trust Services Criteria for Security, Availability, Processing Integrity, Confidentiality and Privacy
3.  New SOC 1 Guide
4.  Pending new SOC 2 Guide
5.  SSAE 18 implications

Now is the time to gain a better understanding of independent assurance related to cybersecurity, and other control performance, for your clients and with your service providers.


Breakout 3: Social Security - What CPAs Need to Know - Part 1 (Credits: 1.0 TB)
9:10am-10:00am

Terry L. Seaton, CPA, PFS, CFP™
Owner-President / Seaton Financial Advisors, LLC
St Augustine, FL

A comprehensive review of key Social Security regulations with a focus on helping clients optimize their Social Security benefits.  Examples and case studies will be used to demonstrate the applications of this knowledge in a CPA practice.

Application made for CFP credit.


Breakout 4: SSARs Update 2017: What Now? (Credits: 1.0 AA)
9:10am-10:00am

Cecil Patterson Jr., CPA, MBA
Partner/Owner / Patterson CPA Group, Inc.
Ponte Vedra Beach, FL
This presentation will cover the key parts of SSARS 21 with an emphasis on "Is it a Compilation or a Preparation?" Newly issued SSARS 22 and SSARS 23 are explored for pertinent points. What, when, and how type questions will be explained. Issues involving documentation and situations with nonattest services for attest clients will also be examined.


Breakout 5: State & Local Trends and Predictions for 2017 (Credits: 1.0 TB)
9:10am-10:00am

Karen A. Lake, CPA
Associate Director / Berkowitz Pollack Brant Advisors and Accountants, LLP
Miami, FL
State are attempting to capture revenue thorough expanded "nexus" concepts, unitary group member inclusion and market based sourcing concepts which threaten historical precedents. We will discuss the interplay of these topics and their potential impact on your company's state tax positions. 


Wednesday Morning Concurrent Breakout Sessions (Select One)
10:30am-11:20am

Breakout 6: Data Analytics - Hot Topics for Accounting and Auditing Today (Credits: 1.0 AA)
10:30am-11:20am

Audrey Katcher, CPA, CISA, CGMA
Partner / Rubin Brown, LLP
Saint Louis, MO
In this session, you will hear about some of the latest trends in data analytics affecting the accounting as well as the auditing world.  We will explore the evolution of tools and approaches for data analytics, as well as some of the latest happenings with the Rutgers AICPA Data Analytics Research Initiative.  There are activities to learn about related to Audit Data Standards and the Analytical Procedures Guide in this interactive discussion.


Breakout 7: Social Security - What CPAs Need to Know - Part 2 (Credits: 1.0 TB)
10:30am-11:20am

Terry L. Seaton, CPA, PFS, CFP™
Owner-President / Seaton Financial Advisors, LLC
St Augustine, FL

A comprehensive review of key Social Security regulations with a focus on helping clients optimize their Social Security benefits.  Examples and case studies will be used to demonstrate the applications of this knowledge in a CPA practice.

Application made for CFP credit.


Breakout 8: Latest Trends in Mergers & Acquisitions of CPA Firms (Credits: 1.0 TB)
10:30am-11:20am

Cindy Ragan, CVA, MA
President / Strategic Alliance M&A Advisors, LLC
Ft Lauderdale, FL
Who is buying, selling, merging and why?  What are some creative tax strategies for Goodwill, Non-Competes, Earn-outs, and Seller Financing? What types of firms are dominating the South Florida market regarding acquisitions, and why?  Review some transaction trends/examples regarding down payments, earn-outs, Seller/Partner compensation, equity and income partners, title, and growth.  What are current valuation trends regarding multiples of revenue?  What assets are most valuable in today's market; clients, fees, employees, services, location, etc?  What financial ratios are considered above average in the pricing CPA firms in today's market?  How are transactions integrating aging Sellers not willing to retire so quickly?  You have the questions and we have the answers.


Breakout 9: Update on Fair Value Accounting - ASC 805, 350 and Related Issues (Credits: 1.0 AA)
10:30am-11:20am

C B. Cooper, ABV,ASA,CPA
Proprietor/Owner / Valuation & Litigation Solutions
Tampa, FL

Explore the most recent developments in the valuation of intangible assets when companies merge or are acquired and in the annual test for impairment of goodwill in the private company context.


Wednesday Lunch
11:20am-1:00pm
Wednesday Afternoon Workshop (2 Hour Session 1:00pm-2:50pm)
If Selected, do not register for any other sessions during this time
Space is limited. Please bring a laptop.

Breakout 10: Technology Workshop - Using Social Media to Grow Your Brand and Your Business (Credits: 2.0 TB)
1:00pm-2:50pm

Sarah Harper, MA, MLIS
Digital Marketing Consultant / LoSoMo, Inc
Boca Raton, FL
AND
Kayla Holst
Digital Marketing Consultant / LoSoMo, Inc
Boca Raton, FL

Learn how to use social media to grow your brand and your business.  With so many social media platforms today, it's important to know where to concentrate your efforts to maximize both your time and visibility to potential clients.


Wednesday Afternoon Concurrent Breakout Sessions (Select One)
1:00pm-1:50pm

Breakout 11: How Good People Can Commit Fraud (Credits: 1.0 TB)
1:00pm-1:50pm

Michael B. Hood
Director / 21st Century Learning & Consulting, LLC
Woodbridge, VA
Do you ever wonder why good employees and/or CEOs participate in fraudulent transactions?  What makes them lose their way?  Learn about how the brain works to convince these people that what they are doing is not nearly as bad as it seems.  Focusing on the rationalization aspect of Cressey's fraud triangle, the participants will learn methods to mitigate, detect, and prevent fraud from occurring in their workplaces as well as in their audits.


Breakout 12: Add Mature Women to Your Client List (Credits: 1.0 TB)
1:00pm-1:50pm

Reina L. Schlager, CPA, PFS
Personal Financial Specialist and Financial Planner / Schlager, Schlager & Levin
Ft Myers, FL
Building relationships with women is a proven way to grow your business. Female clients choose and remain with their trusted advisors who understand their lives; that “get" them. This session will address best practices that seem to attract and keep women clients connected, and making referrals – without your “ask”.  Residential choices, retirement planning, income planning, divorce, death planning, and the extra load many women carry as caregivers, as well as getting help for themselves - are just some of the special needs of our aging female population – which will all be addressed in this session.


Breakout 13: Dynamic Trust Planning (Credits: 1.0 TB)
1:00pm-1:50pm

Alan S. Gassman, J.D., LL.M.
Attorney / Gassman, Crotty & Denicolo, P.A.
Clearwater, FL

Review over 20 common and not so common trust planning structures and techniques that estate and financial planning professionals should know.

Application made for CFP credit.


Breakout 14: The New Revenue Recognition Standard: Now is the Time to Prepare (Credits: 1.0 AA)
1:00pm-1:50pm

Robert P. Bedwell, CPA
Controller / Supreme Hotel & Restaurant Supply Corp.
Pembroke Park, FL

The requirement to adopt and implement the new Revenue Recognition Standard is just around the corner.  The new standard will standardize how companies will recognize revenue under U.S. GAAP.  This presentation will review the new standard and address the latest developments, including changes in scope.


Wednesday Afternoon Concurrent Breakout Sessions (Select One)
2:00pm-2:50pm

Breakout 15: Oops! I Stepped in a Pile of Fraud: The Legal, Ethical and Practical Considerations for an Accountant When They Discover Fraud (Credits: 1.0 AA)
2:00pm-2:50pm

Michael B. Hood
Director / 21st Century Learning & Consulting, LLC
Woodbridge, VA
Have you ever suspected someone of committing fraud but you aren't quite sure of it?  Have you ever come across documents that looked very suspicious but you weren't quite sure what to do?  Explore the practical considerations and requirements for when you uncover or suspect that someone is committing fraud.  Participants will go through scenarios and real cases to determine what they should and can do after they have stepped into a big pile of fraud.


Breakout 16: Planning for Long-Term Care (Credits: 1.0 TB)
2:00pm-2:50pm

William G. Cummings, CPA, PFS
President / Concierge Financial Organization
Tampa, FL

Knowing what options are available to pay for long-term care can be daunting.  This session will explore several strategies on how to pay for long-term care.

Application made for CFP credit.


Breakout 17: Tax and Associated Planning for Asset Protection Situations (Credits: 1.0 TB)
2:00pm-2:50pm

Alan S. Gassman, J.D., LL.M.
Attorney / Gassman, Crotty & Denicolo, P.A.
Clearwater, FL

Learn about Florida and federal creditor protection techniques and the tax and practical implications thereof.


Breakout 18: Economic and Stock Market Update (Credits: 1.0 TB)
2:00pm-2:50pm

Peter C. Golotko, CPA/PFS, MBA
President/CEO / CPS Investment Advisors
Lakeland, FL

This session will cover what's going on in the economy and how it's effecting the stock market.


Wednesday Afternoon Workshop (2 Hour Session 3:20pm-5:10pm)
If Selected, do not register for any other sessions during this time
Space is limited. Please bring a laptop.

Breakout 19: Navigating the Social Security and Medicare.gov Websites (Credits: 2.0 TB)
3:20pm-5:10pm

Reina L. Schlager, CPA, PFS
Personal Financial Specialist and Financial Planner / Schlager, Schlager & Levin
Ft Myers, FL

The Social Security website is full of calculators and projections.  Be exposed to what is available.  For a better workshop experience, personally register on ssa.gov, in advance, and bring along your own PEBES statement (Personal Earnings & Benefits Estimate).  Being aware of the tools available on the website, and understanding the PEBES report and the potential inaccuracies of its information is critical to anyone relying on the numbers.

MEDICARE is a maze!  Medicare.gov doesn't have to be.  With Medicare Open Enrollment starting October 15th, distinguish yourself from your peers with the added value of having a working knowledge of how to navigate the Medicare Website for Part D and Part C / Medicare Supplement discussions.


Wednesday Afternoon Concurrent Breakout Sessions (Select One)
3:20pm-4:10pm

Breakout 20: Understanding Basic Fiduciary Accounting (Credits: 1.0 AA)
3:20pm-4:10pm

Jacqueline A. Patterson, JD, CPA, MBT
Partner / Buchanan & Patterson, LLP
Los Angeles, CA
We will review some of the basic rules and concepts with fiduciary entities.  This will include the structure of the entity, fiduciary duty and the standards and guidelines available to the fiduciary.  We will also discuss the calculation of fiduciary income, the Principal & Income Act, and the interrelationship between fiduciary accounting and trust taxation.


Breakout 21: Update on Criminal Tax Cases Impacting CPAs - What You Must Know to Stay Out of Trouble (Credits: 1.0 TB)
3:20pm-4:10pm

Dennis G. Kainen
Attorney/Partner / Weisberg Kainen Mark, PL
Miami, FL
Learn useful information regarding how the government builds a criminal case, recent cases of importance to CPAs and statutes utilized by the government in targeting the unwary.


Breakout 22: Reverse Mortgages-New Versus Old & Wants Versus Needs (Credits: 1.0 TB)
3:20pm-4:10pm

Marshall Gallop, CRMP
Certified Reverse Mortgage Professional / Reverse Mortgage Funding
Ponte Vedra, FL

In 2010 GNMA approved FHA reverse mortgages for their securities.  The program has changed, the conversation has changed, and the peer reviewed published research is in.  Are you familiar with the new reverse mortgage?

Application made for CFP credit.


Breakout 23: The Bottom Line: How Talent Management Impacts the P & L (Credits: 1.0 TB)
3:20pm-4:10pm

Aldor H. Delp
Vice President/General Manager, ADP Resource & HR Solutions / ADP, LLC
Alpharetta, GA
Your clients rely on you, and you’re constantly looking for ways to provide them greater value. But with the rapidly changing workforce and regulatory environment, you may need to tap into additional resources to provide guidance on issues that are outside your area of expertise. Human Capital Management (HCM) can play a key role in helping you and your clients drive business results. This session takes a closer look at the HCM pillars of Talent, Compensation & Benefits and Risk, and how each can impact the P&L and Margins of your clients.


Wednesday Afternoon Concurrent Breakout Sessions (Select One)
4:20pm-5:10pm

Breakout 24: Distributions from Entities, Total Return Trust, Including Capital Gains in DNI (Credits: 1.0 AA)
4:20pm-5:10pm

Jacqueline A. Patterson, JD, CPA, MBT
Partner / Buchanan & Patterson, LLP
Los Angeles, CA
Analyze fiduciary accounting for distributions from entities, amendments in this area, accounting for total return trusts and including capital gain in DNI.  We will also review schematics and spreadsheets that may be useful to you in understanding and quantifying these rules as well as explaining these concepts to your clients.


Breakout 25: The 411 on Like-Kind Exchanges: Top 10 Strategies and Misconceptions (Credits: 1.0 TB)
4:20pm-5:10pm

Ron Raitz
President / Atlanta Deferred Exchange, Inc.
Marietta, GA
This presentation will cover key information that CPAs need to understand about 1031 transactions, including the most common misconceptions.  It will also introduce 10 different 1031 strategies that will help CPAs and their clients maximize the benefit of their exchanges.


Breakout 26: Power of Attorney, Titling & Trusts: What's the Difference, Who Needs One, Probate Considerations (Credits: 1.0 TB)
4:20pm-5:10pm

Howard S. Krooks, JD, CELA, CAP
Partner / Elder Law Associates P.A.
Boca Raton, FL

Discussion will focus on the need for & comparison of various forms of POA, as well as understanding titling and beneficiary designations.  Understanding the consequences of who can step in and when, how property is titled and who is designated as beneficiary, can help ensure that things run smoothly and in accordance with the decedent's wishes without adverse tax consequences, litigation or other surprises.

Application made for CFP credit.


Breakout 27: Are You Prepared for the Business Transition Deluge? (Credits: 1.0 TB)
4:20pm-5:10pm

Robert B. Wolfe, CFP®, CBEC®
President & CEO / Integritas Transition Consultants, LL
Pompano Beach, FL
$10 trillion of Baby Boomer wealth is held in 12 million privately owned businesses, of which more than 70% are expected to change hands in the next 5 to 10 years. Learn transition planning for the emotional, financial, and operational challenges a business owner must overcome to transition their privately held business successfully. 


Vendor Reception
5:00pm-6:30pm
Thursday, September 28, 2017
Registration & Continental Breakfast
6:30am-8:10am
Thursday Morning Early Bird Session

Breakout 28: Ransomware - Could Your Firm's Confidential Information be Held Hostage? (Credits: 1.0 TB)
7:00am-7:50am

Terry Smith, CIPP/US, CIPT, ABCP, RRE, ALCM
Risk Control Consulting Director / CNA/AON Risk Control
Hatboro, PA
AND
Robert Albertini
Consultant, Risk Services / AON
Hatboro, PA
Ransomware continues to grow as a popular malware for cyber criminals and targets more organizations more often than single user machines.  It is the fifth most popular malware variant in Verizon's 2017 Data Breach Investigation Report.  That's up from 22nd in 2014.  Accounting firms lack sufficient system back-up, security software, software and operating system patching, and employee awareness/education campaigns may be easy to target.  Join us to understand ransomware innovations used by the bad guys, review the WannaCry worldwide ransomware attack, learn new and improved security controls your firm should consider, and discuss evolving coverage consideration.


Thursday Morning Keynote

Keynote Presentation: Riding the Wave Without Getting Wet: How to Manage Change in the Workplace (Credits: 1.0 TB)
8:10am-9:00am

Michael Hourigan
Keynote Speaker / Hourigan & Associates Inc
Huntersville, NC

Mike Hourigan is a nationally recognized, refreshingly unique keynote speaker, change management expert and author who empowers the country's top companies to navigate constant change with real-world wisdom.  Here is what people are saying about Mike Hourigan...

"You were right on in message and delivery.  All I can say is: Wow!" - CMC Steel Group

"Mike Hourigan is one of the most positive speakers on change.  He ranked 5 out of 5!" - Mass Mutual

"Excellent! Excellent! Excellent!  I plan to put everything I learned into practice as soon as I get back to work, if not sooner!" -SILA National Conference

Don't miss this opportunity to learn how to adapt and grow in this ever-changing business climate.


Thursday Morning Workshop (2 Hour Session 9:10am-11:20am)
If Selected, do not register for any other sessions during this time
Space is limited. Please bring a laptop.

Breakout 29: Technology Workshop - Quickbooks Advanced (Credits: 2.0 TB)
9:10am-11:20am

Benjamin Chou
Personable D.B.A. ScanWriter
Fountain Valley, CA
AND
Michelle Dulog
Personable D.B.A. ScanWriter
Fountain Valley, CA
AND
Beverly Zhang
Personable D.B.A. ScanWriter
Fountain Valley, CA
This course will provide a hands-on, working knowledge for intermediate-to-advanced Quickbooks.  Participants should have a basic understanding of Quickbooks.  Attendees must bring their own laptop.  Course materials will include: A cloud login of QuickBooks for practice (provided by sponsor); a copy of key points and a series  of exercise or problem files for use during the class.  Advanced topics will include transaction timesavers; performing year-end tasks; reports & graphics; and keeping your QuickBooks data secure. 


Thursday Morning Concurrent Breakout Sessions (Select One)
9:10am-10:00am

Breakout 30: Hacking - How to Prevent Fraudulent Activity (Credits: 1.0 TB)
9:10am-10:00am

Terry Smith, CIPP/US, CIPT, ABCP, RRE, ALCM
Risk Control Consulting Director / CNA/AON Risk Control
Hatboro, PA
AND
Robert Albertini
Consultant, Risk Services / AON
Hatboro, PA
According to the Verizon's 2017 Data Breach Investigation report, 62% of breaches are associated with activity classified as hacking.  Common hacking methods include the use of stolen credentials, SQL Injection, brute force, use of backdoor, forced browsing, or abuse of functionality.  We will explain these common methods and how they can damage your firm.  We will suggest security controls to help reduce the threat and your firm's vulnerability to an attack and discuss evolving coverage considerations.


Breakout 31:Social Psychological Behaviors: An Underutilized Tool for Investigators (Credits: 1.0 TB)
9:10am-10:00am

Michael B. Hood
Director / 21st Century Learning & Consulting, LLC
Woodbridge, VA
What would you do if you were in a situation where you were trying persuade someone to do something in their best interests but you just weren't successful?  Have you ever led people who, no matter how hard you tried, seemed to be stuck doing things the way they have always done them?  If so, this session will teach you how to influence both up and down a command chain, as well as how to influence others when you have no positional authority over them.


Breakout 32: CIRAs: Tax Update (New stuff) (Credits: 1.0 TB)
9:10am-10:00am

Cecil Patterson Jr., CPA, MBA
Partner/Owner / Patterson CPA Group, Inc.
Ponte Vedra Beach, FL

Review recent findings about CIRAs from the IRS and the requirements for an 1120 vs an 1120H. Revenue Rulings and Cases for capital contributions vs revenue, deferral of income (RR 70-604), and other timely and pertinent issues will be covered. Florida specific CIRA issues for property taxes, sales taxes, and income taxes will also be discussed. Bring your questions!

Application made for CFP credit.


Breakout 33: Accounting & Auditing Update (Credits: 1.0 AA)
9:10am-10:00am

Steven Morrison, CPA
Audit Principal / Morrison Brown Argiz & Farra, LLC
Miami, FL
An up-tempo summary of recent accounting and auditing guidance designed to help CPAs in practice and in industry identify issues in a proactive manner.


Thursday Morning Concurrent Breakout Sessions (Select One)
10:30am-11:20am

Breakout 34: Industry and Company Research for the Risk Assessment Process (Credits: 1.0 AA)
10:30am-11:20am

Marcie D. Bour, CPA/ABV, CVA, CFE, MAFF, ABAR, CDBV
Partner / Yip Associates
Ft Lauderdale, FL
This session will investigate how and why an overall evaluation of industry and company information is important in the risk assessment process.  We will identify ideal characteristics for industry and benchmark data, while discussing specific sources of information.  The session will also address strengths and weaknesses of data, including sample bias and collection methodology.


Breakout 35: Managing Unconscious Bias (Credits: 1.0 TB)
10:30am-11:20am

Suri Surinder
CEO and Co-Founder / CTR Factor
Tampa, FL
The brain receives 11 million bits of information every minute. Forty bits are processed consciously; 99.999996% is
processed unconsciously resulting in programmed responses due to unconscious pattern recognition. Learn and
understand the impact these biases can have in the workplace.


Breakout 36: Taxation for Families with Special Needs (Credits: 1.0 TB)
10:30am-11:20am

Mark Shalloway
Owner & Senior Elder & Special Needs Lawyer / Shalloway & Shalloway, P.A.
West Palm Beach, FL

Learn about legal special-needs planning, including special needs trusts and public benefits establishment and preservation that trigger certain tax considerations.  Issues and strategies will be explained as a holistic approach to balancing sometimes competing interest through a multi-disciplinary approach of professionals.

Application made for CFP credit.


Breakout 37: New Going Concern Audit Guidance and How it Changes Audit Requirements (Credits: 1.0 AA)
10:30am-11:20am

Steven Morrison, CPA
Audit Principal / Morrison Brown Argiz & Farra, LLC
Miami, FL
There are new requirements in terms of evaluating going concern in audits. This session will bring to light various new requirements and application guidance to help CPAs in practice better understand the new requirements and help CPAs in industry better prepare for going concern issues that arise in a US GAAS audit.


Thursday Lunch
11:20am-1:00pm
Thursday Afternoon Workshop (2 Hour Session 1:00pm-2:50pm)
If Selected, do not register for any other sessions during this time
Space is limited. Please bring a laptop.

Breakout 38: Technology Workshop-Excel Beginner (Credits: 2.0 TB)
1:00pm-2:50pm

Nick Pollari, CFA
Senior Quantitative Analyst / SandPointe Asset Management, LLC
West Palm Beach, FL
This hands-on technology workshop is designed to assist CPAs in the following areas
- Data Entry
- Data Formatting
- Conditional Formatting
- Creating Tables
- Creating Charts
- Essential Basic Excel Formulas


Thursday Afternoon Concurrent Breakout Sessions (Select One)
1:00pm-1:50pm

Breakout 39: Audit Engagement Planning with a "Consulting" Flare to Provide More Value for Your Client! (Credits: 1.0 AA)
1:00pm-1:50pm

J. Stephen Nouss, CGMA, CPA
Chief Consulting Officer / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
Audit planning has always considered risks and internal controls to mitigate respective risk.  Let's incorporate additional concepts such as improving efficiency and effectiveness of company operations, improving productivity and providing more value and substance in your Management Letter Comments.


Breakout 40: Wealth Management for Entertainers & Athletes (Credits: 1.0 TB)
1:00pm-1:50pm

Gregory A. Steinmetz
Sports & Entertainment Director / Morgan Stanley
Plantation, FL

Explore financial education for wealth optimization.  Why do athletes and entertainers present different financial problems and unique challenges?  How and why do they go broke?  Understand relationships between client, family and other advisors, as well as personality traits of high profile individuals.

Application made for CFP credit.


Breakout 41: How Does FATCA Impact Domestic Tax Compliance (Credits: 1.0 TB)
1:00pm-1:50pm

Denis A. Kleinfeld, CPA, JD
Attorney / Kleinfeld Legal Advisors, PA
N Miami Beach, FL
The sweeping application of FATCA impacts all persons and businesses, domestic and foreign, in one way or another. This presentation will target in on how FATCA influences U.S. tax compliance and what CPAs need to know about the effects financial information reporting by banks, credit unions, insurance companies and other U.S. taxpayers.  The current status of FATCA and the evolving controversy over its effectiveness will be examined.


Breakout 42: Forget Value Billing. Focus on Value Building. (Credits: 1.0 TB)
1:00pm-1:50pm

Div Bhansali, MBA
Vice President of Marketing / AccountantsWorld
Hauppauge, NY

Value billing is a trendy buzzword, but for most accountants the reality is that tax, accounting and payroll have become commodity services.  Market dynamics - and your fee structure - have already set a perceived value for these services in your client's mind.  You know from experience that it's virtually impossible to change your client's perception, but then how do you make your practice more profitable and more valuable?  We'll explore some highly innovative and practical ways to overcome these challenges and build true, sustainable value.


Thursday Afternoon Concurrent Breakout Sessions (Select One)
2:00pm-2:50pm

Breakout 43: FASB Nonprofit GAAP Update - Part 1 (Credits: 1.0 AA)
2:00pm-2:50pm

Richard A. Cole, CPA, CGMA
Supervising Project Manager / FASB
Norwalk, CT

This session will provide an overview of recently issued accounting standards effecting NFP entities, including revenue recognition, leases, as well as other recently issued standards.  We will also review projects of the FASB which will impact NFPs such as revenue recognition of grants and contracts.  This session will be continued in FASB Nonprofit GAAP Update Part 2.


Breakout 44: Affordable Care Act: Employer Shared Responsibility Requirements to Achieve Compliance (Credits: 1.0 TB)
2:00pm-2:50pm

Marc L. Catalano
President & CEO / ACA GPS, LLC
Cumming, GA

An overview of the Employer Shared Responsibility of the Affordable Care Act (ACA).  Operational, compliance and financial challenges of managing ACA requirements will be discussed.  Present Software as a Service (SaaS) solutions that help companies track, report, analyze and achieve ACA compliance.  There will also be a general update and discussion of ACA legislation.


Breakout 45: Update on Border Adjustment Tax, Repatriation of Foreign Earnings and Other Tax Proposals Impacting Current Tax Advice (Credits: 1.0 TB)
2:00pm-2:50pm

Denis A. Kleinfeld, CPA, JD
Attorney / Kleinfeld Legal Advisors, PA
N Miami Beach, FL

Proposed international tax changes are expected to dramatically impact tax advice given by CPAs. This presentation will provide an update on current proposed international changes to the tax code and how they will effect both domestic and international taxpayers. This will include the latest tax reform proposals and future tax planning possibilities.

Application made for CFP credit.


Breakout 46: Where is IRS Spending its Limited Resources Today? (Credits: 1.0 TB)
2:00pm-2:50pm

William H. Simon Jr
President / W. H. Simon & Co, PA
Clearwater, FL
A discussion of IRS’s emphasis of enforcement programs, both domestic and international, and the impact to your practice.


Thursday Afternoon Workshop (2 Hour Session 3:20pm-5:10pm)
If Selected, do not register for any other sessions during this time
Space is limited. Please bring a laptop.

Breakout 47: Technology Workshop-Excel Advanced (Credits: 2.0 TB)
3:20pm-5:10pm


This hands-on technology workshop is designed to assist CPAs in the following areas:

- Cell reference
- Essential Advanced Excel Formulas
- IF Statements
- Pivot Tables
- Data Tools / Data Validation
- What If Analysis / Scenario Manager / Goal Seek


Thursday Afternoon Concurrent Breakout Sessions (Select One)
3:20pm-4:10pm

Breakout 48: FASB Nonprofit GAAP Update - Part 2 (Credits: 1.0 AA)
3:20pm-4:10pm

Richard A. Cole, CPA, CGMA
Supervising Project Manager / FASB
Norwalk, CT
AND
Nick Pollari, CFA
Senior Quantitative Analyst / SandPointe Asset Management, LLC
West Palm Beach, FL

This session is a continuation of FASB Nonprofit GAAP Update Part 1.  It will provide an overview of the recently issued financial statements of NFP entities accounting standard, ASU 2016-14, as well as provide some implementation ideas. 


Breakout 49: Federal Tax Update-Part 1 (Credits: 1.0 TB)
3:20pm-4:10pm

Vicki H. Meyer, CPA
President/Owner / Meyer Consulting, PLLC
Orlando, FL
This session will take a look at the recent income tax developments including legislation, regulation, cases, rulings and other legislative pronouncements.


Breakout 50: Tax Compliant Alternative Risk, Captive Insurance Planning - 20 Year Perspective (Credits: 1.0 TB)
3:20pm-4:10pm

Stewart A. Feldman
CEO & General Counsel / Capstone Associated Services, Ltd.
Houston,, TX

Attendees will discover how clients can mitigate risk in a cost-effective way, while boosting profits through captive insurance planning. The discussion will also focus on the controversies surrounding the “legitimacy” of captive insurance coverages in the face of IRS scrutiny.

Application made for CFP credit.


Breakout 51: Mary Jane is Still Not Your Friend (Credits: 1.0 TB)
3:20pm-4:10pm

Joyce Chastain
Senior Consultant / The Krizner Group
Tallahassee, FL

Florida's new medical marijuana law is having a significant impact on the workplace.  Is it now a reasonable accommodation to allow use during work?  What if I'm a "Drug Free Workplace?"  Do I amend my policy?  What do I do if an employee tests positive for marijuana but has a referral-not a prescription?  These are just some of the concerns that are being raised.  During this session, we'll discuss all of these questions and more.  This session is designed for anyone with workplace oversight for worker's compensation, OSHA, employee handbooks, human resources either internally or as an advisor to clients.


Thursday Afternoon Concurrent Breakout Sessions (Select One)
4:20pm-5:10pm

Breakout 52: Accounting for Leases (Credits: 1.0 AA)
4:20pm-5:10pm

J. E. Grossman, CPA, CFE, CMA, CGMA
Principal / CliftonLarsonAllen
Lakeland, FL
Time to re-evaluate your leasing strategies! This session will discuss the requirements of the new lease accounting rules, how to apply them, and the impact they may have on your financial statements.


Breakout 53: LinkedIn-A Business Owner's Best Friend! (Credits: 1.0 TB)
4:20pm-5:10pm

Liz Lopez
Business Success Speaker & Consultant / Captivate Your Audience, LLC
St. Petersburg, FL

Learn why LinkedIn is such an important tool for business owners and independent professionals.  You'll learn easy steps yo build a powerful LinkedIn profile using LinkedIn to grow your business.  (This session is lecture format.)


Breakout 54: PRIMA-Navigating the New Peer Review Integrated Management Application (Credits: 1.0 TB)
4:20pm-5:10pm

Paul N. Brown, CPA, CGMA
Director of Technical Services / Florida Institute of CPAs
Tallahassee, FL

If you are enrolled in the Peer Review Program or need to schedule your peer review this course is for you. All facets of the peer review will be completed in the AICPA’s Peer Review Integrated Management Application (PRIMA). It is vitally important for you to understand the basics in how PRIMA works.

PRIMA  has proven to be very difficult to navigate and understand by both peer reviewers and firms being peer reviewed. An immense amount of lost time and money has been spent by firms and reviewers in the system. To help alleviate some the issues and to reduce the amount of time spent in PRIMA it is extremely important that you have a basic understanding of the system in order to get your peer review scheduled, performed, and completed. This course will provide you with a basic understanding of how the navigation works to reduce the stress and time while using PRIMA. 


Breakout 55: Federal Tax Update-Part 2 (Credits: 1.0 TB)
4:20pm-5:10pm

Vicki H. Meyer, CPA
President/Owner / Meyer Consulting, PLLC
Orlando, FL
This session will take a look at the recent income tax developments including legislation, regulation, cases, rulings and other legislative pronouncements.


Hurricane Relief Update (Credits: 2.0 TB)
4:20pm-5:10pm

Deborah L. Curry, CPA, CGMA
President/CEO / Florida Institute of CPAs
Tallahassee, FL
AND
Gerard H. Schreiber Jr.


Friday, September 29, 2017
Registration & Continental Breakfast
6:30am-8:00am
Friday Morning Early Bird Session

Breakout 56: Early Bird-The 7 Sexiest Fraud Schemes Ever (Credits: 1.0 AA)
7:00am-7:50am

R. Kevin Cross, CPA, MST, EA
Stewardship Director & Fraud Lecturer / Account 417, LLC
Roswell, GA
Learn how to detect and sniff out the potential for fraud before it happens though the exploration of seven genius fraud schemes.


Ethics (4 Hour Session 8:00am-12:00pm)
If Selected, do not register for any other sessions during this time

Breakout 57: Ethics: Protecting the Integrity of Florida CPAs -4980 (Credits: 4.0 ET)
8:00am-12:00pm

J. E. Grossman, CPA, CFE, CMA, CGMA
Principal / CliftonLarsonAllen
Lakeland, FL

As professionals, CPAs often face complex and challenging ethical situations.  This course provides a framework to assist CPAs address their ethical and regulatory obligations and comply with professional requirements.  Through interactive discussion, we will explore recent trends in business and professional ethics along with the application of specific rules and requirements applicable to CPAs.  Our focus will be on the obligations imposed on CPAs by the Florida Statutes, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct. 

The course fulfills the biennial ethics requirement for Florida CPAs and is designed for professionals in public practice and those working in industry or government. .


Friday Morning Concurrent Breakout Sessions (Select One)
8:00am-8:50am

Breakout 58: Cyber Security Tips for CPA Firms – What you need to know to protect yourself and your clients (Credits: 1.0 TB)
8:00am-8:50am

Mauricio Bayon
President / Owner / Bayon Technologies Group
Ft Lauderdale, FL

What is cyber crime and how can you protect yourself?  Learn about the latest cyber security threats affecting small and medium-sized businesses.


Breakout 59: To Catch a Thief (Credits: 1.0 AA)
8:00am-8:50am

R. Kevin Cross, CPA, MST, EA
Stewardship Director & Fraud Lecturer / Account 417, LLC
Roswell, GA
There is $300,000 missing and nine suspects.  Now we must find out "Whodidit?"  Come play the "Embezzlement Game" and help us track down who did it and learn to detect fraud in its various forms.  After this session, you'll be a pro at knowing the difference between fraud and negligence.  You won't want to miss this high energy presentation as we take you through the steps of solving an actual fraud mystery case.


Breakout 60: Pre-Immigration Tax and Legal Planning (Credits: 1.0 TB)
8:00am-8:50am

Barbara Ruiz-Gonzalez
Attorney / Arista Law & Tax
Miami, FL

Pre-Immigration Tax and Legal Planning techniques to minimize U.S. tax exposure for non- U.S. residents moving to the U.S.

 


Friday Morning Concurrent Breakout Sessions (Select One)
9:00am-9:50am

Breakout 61: Tax Update for Nonprofit Entities (Credits: 1.0 TB)
9:00am-9:50am

Amy K. Chapman, MBA, CPA, CFE
Principal / CliftonLarsonAllen, LLP
Orlando, FL

Explore the hottest tax topics for nonprofits including compensation reporting, document processes, 990 reporting, benefits, rebuttal presumption UBI, areas of exposure and much more.  Learn what the IRS is focusing on for nonprofits and how they communicate with the public.  Examine improvements and understanding on executive compensation and presentation of 990.  Understand UBI or not UBI - especially advertising versus sponsorship.


Breakout 62: Recent SEC and PCAOB Updates and Recent Fraud and Enforcement Actions Against Accountants and Auditors (Credits: 1.0 AA)
9:00am-9:50am

Roy M. Hartman, Esq.
Partner / Sacher, Zelman, Hartman, P.A.
Miami, FL
The SEC announced “Operation Broken Gate” in late September, 2013, to identify auditors who fail to carry out their duties/responsibilities consistent with professional standards, and, thus, put investors at risk due to the possibility of undetected fraud or other financial misstatements.  SEC and PCAOB actions against auditors are on the increase.  This presentation will discuss recent government enforcement actions against auditors/accountants, as well as new trends and developments in such enforcement actions, the changes in the PCAOB required auditing standards, and new requirements imposed upon registered auditors.


Breakout 63: The Role of Health Insurance in Your Financial Planning (Credits: 1.0 TB)
9:00am-9:50am

Jason Cleary
Benefits Counselor / Member Benefits
Jacksonville, FL

Learn why choosing the right insurance for yourself and/or your firm is an integral part of your overall financial plan.  This session will focus on the top three health insurance strategies that can offer financial savings, tax breaks and even return of health insurance premium.  Strategies to be covered include supplemental hospital Gap insurance options, health savings accounts and level-funding.

Application made for CFP credit.


Friday Morning Concurrent Breakout Sessions (Select One)
10:10am-11:00am

Breakout 64: S-Corporations & LLC Traps: Basis and Second Class of Stock (Credits: 1.0 TB)
10:10am-11:00am

Darren J. Mills, Esq., CPA, ChFC, CLU
Attorney/CPA / Mills Estate & Tax Law LLC
Red Bank, NJ

This session will focus on two critical federal income tax issues that a practitioner needs to understand in order to properly advise their client particularly where the LLC has elected S Corporation status.  Although this session will focus on LLCs that have elected S status, the topics are applicable to non-LLC S Corporations.


Breakout 65: The Trump Effect: Legislative and Regulatory Changes Affecting Employee Benefit Plans (Credits: 1.0 TB)
10:10am-11:00am

Bret Hamlin
Shareholder / Hill Ward & Henderson
Tampa, FL

President Trump promised in his campaign to make sweeping changes to many areas of the law, including significant tax reform.  This session will review new legislative and regulatory changes and proposed changes that affect employee benefit plans.  We will analyze the potential implications on employee benefit plan designs and processes, and the impact of the changes on employers that sponsor employee benefit plans. 

Application made for CFP credit.


Breakout 66: The New Revenue Recognition and the Effects on Nonprofits (Credits: 1.0 AA)
10:10am-11:00am

Vincent Carrodeguas, CPA
Assurance Partner / BDO USA, LLP
Coral Gables, FL

This session provides a recap of the key principles of the new revenue standard - ASC 606.  It also demonstrates how the guidance in each of the five steps of the new model applies to practical situations in the Not-for-Profit Organizations (NPO).


Friday Morning Concurrent Breakout Sessions (Select One)
11:10am-12:00pm

Breakout 67: The Changing Landscape of Peer Review (Credits: 1.0 AA)
11:10am-12:00pm

Paul N. Brown, CPA, CGMA
Director of Technical Services / Florida Institute of CPAs
Tallahassee, FL
Peer Review continues to change to try to keep up with demands from regulators, third-party users, and the demands to improve audit quality under the Audit Quality Initiative instituted by the AICPA. The most recent changes involve the transparency of the program. These changes affect all parties involved in the Peer Review Program from the firms getting peer reviewed, the reviewers and the administering entities. This session will focus on the initiatives that will affect firms in their next peer review and the new Peer Review Information system that will require firms to be more participatory in the peer review process.


Breakout 68: Doing Business in Cuba (Credits: 1.0 TB)
11:10am-12:00pm

Richard Montes de Oca
Managing Partner / MDO Partners
Miami, FL
Following the normalization of relations, U.S. companies are taking advantage of doing business in Cuba.  We will discuss some of the more significant legal, political and practical issues these companies encounter.


Breakout 69: Accounting Methods and Form 3115: What You Must Know - Part 1 (Credits: 1.0 TB)
11:10am-12:00pm

Alex Bagne, JD, MBA, CPA
President / ICS Tax, LLC
Beachwood, OH

Taxpayers adopt new accounting methods to implement valuable tax strategies, such as adopting favorable provisions of the Tangible Property Regulations or implementing cost segregation studies.  Accounting method changes may also be necessary to maintain tax compliance and to correct IRS audit exposure.  This pragmatic course covers the basics of accounting methods and completing Form 3115-Application for Change in Acccounting Method.


Friday Afternoon Concurrent Breakout Sessions (Select One)
12:10pm-1:00pm

Breakout 70: Why it is Important to Have Client Engagement Letters for All Client Engagements, Even for Tax Engagements (Credits: 1.0 AA)
12:10pm-1:00pm

Roy M. Hartman, Esq.
Partner / Sacher, Zelman, Hartman, P.A.
Miami, FL
Client engagement letters are a necessity for accountants and provide extremely valuable protections.  It is extremely important to properly draft and provide your clients with an engagement letter for each new engagement and for each year.  Even if your clients do not sign the engagement letter, you can still be protected.  This presentation will discuss the important features and required terms for all client engagement letters, and how you can be be protected even if certain clients do not sign them.


Breakout 71: Robotic Accounting Automation: Your Path to Accuracy, Efficiency, and Auditability (Credits: 1.0 TB)
12:10pm-1:00pm

Steve Allen
President and CEO / DocuPhase
Clearwater, FL

Robotic Accounting Automation is a specialization of the tools associated with Robotic Process Automation.  With RAA, your business can eliminate many of the mundane, everyday tasks that are a drain on workplace happiness and productivity.


Breakout 72: Accounting Methods and Form 3115: What You Must Know - Part 2 (Credits: 1.0 TB)
12:10pm-1:00pm

Alex Bagne, JD, MBA, CPA
President / ICS Tax, LLC
Beachwood, OH

This is a continuation of session 69.



back