CPAs in Industry - Tampa (IC)

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Thursday, March 22, 2018
Registration & Continental Breakfast

Introduction & Opening Remarks

Morning General Sessions

Understanding Cybersecurity: How to Secure Your Organization and Why it Matters (Credits: 1.0 TB)

Petar Besalev, CISA, CIPT, CCSK
Director of Cyber Risk and Privacy / A-lign
Tampa, FL

Learn how to prevent breaches in your business.  Review the existing breach landscape and address the types of attack vectors that organizations experience most commonly.  Examine industry best practices regarding password management, network security, as well as common security standards and requirements.  Attendees will come out of this session with a best practice security checklist to take the first steps toward breach prevention.

The Power of Being Understood: Adopting the New Revenue Recognition Standard (Credits: 1.0 AA)

W. Todd Russell
Partner – Tampa Audit Practice Leader / RSM US LLP
Tampa, FL

Learn about the new Revenue Recognition Standard from a general viewpoint.  Discuss implementation considerations and challenges (including tax impact) and receive an overview of how an implementation project should be structured.

Budgeting, Forecasting and Implementation (Credits: 1.0 AA)

Raymond Monteleone, CPA
President and Founding Member / Paladin Global Partners
Ft Lauderdale, FL

Have we really looked at this area in the past the way we should?  Budgeting and Forecasting - when or and how?  What do we forecast - Balance Sheet, Income Statement and or Cash Flow!

Sales and Use Tax & Nexus (Credits: 1.0 TB)

FL Dept of Revenue

Examine how sales and use tax impacts industry, and what you need to know to best represent your business.

Afternoon General Sessions

Raising Capital Early Stage (Credits: 1.0 TB)

David Chitester
CEO / Seedfunders, LLC
St Petersburg, FL

The do's and don'ts of early stage capital raising and when the numbers matter.  The anatomy of a strong elevator pitch, slide deck, and a one page summary.  What does it take and is it what you know or who you know?

IFRS / US GAAP Integration (Credits: 1.0 AA)

Anne Marie Hicks, CGMA,CPA
Controller / CAE USA, Inc
Tampa, FL

This session will look at the current status of the convergence project and key differences between US GAAP and IFRS. It will also address practical approaches for maintaining books of record and reporting under both standards.

Afternoon Concurrent Breakouts (select one)

Breakout 1: Accounting Updates for Real Estate Developers and Owners (Credits: 1.0 AA)

Jack Rybicki, CPA
Principal / CliftonLarsonAllen
Tampa, FL

Explore the impact of the new revenue recognition and lease standards, as well as other accounting standards update on real estate developers and owners.

Breakout 2: What Every CFO Should Know (Credits: 1.0 TB)

William L. Maloney, CPA, CTP, CVA
President / Bill Maloney Consulting
St Petersburg, FL

Review the "CFO Agenda" and discuss the role with "how to" advice.  Learn how to provide counsel to the CEO and senior management team.  Define the Controllership Function and discuss duties and scope.  Review the Treasury Function, discuss dealing with lenders and capital planning.  Review the Strategic Planning Process, a results-oriented practical approach.  Discuss the preferred approach to budgeting, financial planning and analysis.  Review managing information systems and technology.  Discuss the role and responsibility for risk and compliance.  Learn what every CFO should know!

Afternoon Concurrent Breakouts (select one)

Breakout 3: Current Landscape of Fair Value Accounting Relative to ASC 805 and ASC 350 (Credits: 1.0 AA)

C. Brett Cooper, CPA, ABV, ASA, BVAL, Cr.FA
Director Valuation & Advisory Services / Rivero, Gordimer & Co, PA
Tampa, FL

Recent changes to the ASC relating to the determination of the fair value of intangible assets purchased in a merger or acquisition transaction and the subsequent testing for goodwill impairment have changed the recording and reporting for these assets.  This session will touch on the historical development of fair value accounting and discuss the state of fair value accounting as related to these concepts.

Breakout 4: An Overview of Issues Impacting Choice of Business Entity (Credits: 1.0 TB)

Shawn P. Wolf, Esq.
Attorney/Shareholder / Packman, Neuwahl & Rosenberg, PA
Miami, FL

Examine the various tax and non-tax issues associated with choosing what type of entity to form and do business through.

Afternoon General Session

Navigating Tax Reform (Credits: 1.0 TB)

David W. Springsteen, CPA
Tax Manager / CliftonLarsonAllen
Tampa, FL

New tax laws are being passed by Congress that will significantly impact taxpayer's income tax liability, both for individual taxpayers and for corporations. This course will examine and discuss many of those changes.

Friday, March 23, 2018
Continental Breakfast
Morning General Sessions

Hedge Accounting - New Rules to Better Manage Risk Exposure (Credits: 1.0 AA)

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

The FASB recently issued ASU 2017-12 to make certain targeted improvements to simplify the application of hedge accounting guidance.  This session will discuss some of those significant changes and how they might impact an entity's use of hedge accounting to better manage risk exposures.

Data Analytics - How CPAs are Going Beyond the Numbers (Credits: 1.0 TB)

Michael J. Reed, CFE, CFF, CPA
Supervisor / RGL Forensics
Tampa, FL

Data analytics is an emerging discipline for CPAs looking to expand their knowledge and add value to their client or organization.  This course is designed to introduce CPAs to the data science arena and the growing impact on the practice of accountancy.

Leases - An Explanation and Implementation of the New Standard (Credits: 1.0 AA)

Eugene Ristaino, CPA/ABV/CFF, ABAR, MT
Owner / Ristaino & Company
Winter Springs, FL

The new lease standard presents many challenges.  Learn the new accounting and presentation highlights and discuss implementation issues and suggestions.

Internal IT Controls Implementation (Credits: 1.0 AA)

Raul R. Garcia, CPA
Senior Audit Associate / Perez-Abreu, Aguerrebere, Sueiro & Torres, P.L.
Coral Gables, FL
Marcos Alvarez
Director / Perez-Abreu, Aguerrebere, Sueiro & Torres, P.L.
Coral Gables, FL

This session will provide guidance to practitioners trying to implement key controls for critical information systems.

Afternoon General Session

Auditing Internal IT Systems (Credits: 1.0 AA)

Michael C. Jimenez, CISA, CISM
Partner / Perez-Abreu, Aguerrebere, Sueiro & Torres, P.L.
Coral Gables, FL

Learn best practices for implementing an audit program once key controls have been identified and adopted.

What's Your 401(k) Fiduciary Process? (Credits: 1.0 TB)

Jon Brethauer
Executive Vice President / ProVise Management Group, Inc
Clearwater, FL

What's your 401(k) fiduciary process? Meeting your fiduciary responsibilities can be complex. ERISA requires that plan sponsors, as fiduciaries, have a prudent process in place for selecting and monitoring services that are provided to their plan.

Fraud Cases and Business E-Mail Compromise (Credits: 1.0 AA)

Keith Givens
Supervisory Special Agent / FBI
Maitland, FL

Examine fraud investigations, including in-depth review of Business E-mail Compromise (BEC) fraud, which is a new cyber-related fraud that is increasingly becoming a more common threat.  We will also discuss ways to present BEC and what to do if you or your clients are a victim of fraud.

Blockchain A1: A Practical Application (Credits: 1.0 TB)

Stephane J. Grand, Ph.D., MBA, MALD
Managing Partner / S.J. Grand Financial and Tax Advisory

Learn the latest in blockchain, its applications and why it is important to your professional future.