CPAs in Industry - Ft. Lauderdale (ICM)

Printer Friendly
Text Size: A A A A
Thursday, March 22, 2018
Registration & Continental Breakfast

Introduction & Opening Remarks

Morning General Sessions

Hedge Accounting - New Rules to Better Manage Risk Exposures (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
Senior / 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 Update for Industry (Credits: 1.0 AA)

Time to re-evaluate your leasing strategies.  Explore requirements of the new lease accounting rules, how to apply them and the impact they may have on your financial statements.

Internal IT Controls Implementation (Credits: 1.0 AA)

Laetitia M. Blanchard Marzouka, CPA
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 Sessions

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.

Investing Strategies - Business and Personal (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 an 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
Beijing / S.J. Grand Financial and Tax Advisory

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

Federal Tax Update (Credits: 1.0 TB)

David W. Springsteen
Tax Manager / CliftonLarsonAllen
Tampa, FL
Richard E. Cabrera, CPA, JD, LLm
Senior Manager of Tax Services / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, 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

Lock down: Information Security for CPAs (Credits: 1.0 TB)

Learn the latest cyber risks and how to maintain privacy and confidentiality.

Revenue Recognition from Implementation Standpoint SaaS (Credits: 1.0 AA)

Explore the implications of revenue recognition from the implementation standpoint SaaS (ASC 606) and learn what you need to be in compliance.

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 & how?  What do we forecast - Balance Sheet, Income Statement & Cash Flow!

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

Details coming soon!

Afternoon General Session

Raising Capital Early Stage (Credits: 1.0 TB)

Allen Clary
CEO / Cognis Group, Inc.
Tampa, 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 one-page summary.  What does it take and is it what you know or who you know?

IFRS 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
Principal / CliftonLarsonAllen
Tampa, FL

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

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

William L. Maloney, CPA
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.  iscuss 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 B. Cooper, ABV, ASA, CPA
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: Choice of Entity - What Every Business Person Needs to Know! (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.