CPAs in Industry Simulcast (ICWEB)

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Thursday, March 22, 2018
Registration
7:30am-8:00am

Introduction & Opening Remarks
8:00am-8:10am



Morning General Sessions

Lock Down: Information Security for CPAs (Credits: 1.0 TB)
8:10am-9:00am


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


Revenue Recognition from Implementation Standpoint SaaS (Credits: 1.0 AA)
9:00am-9:50am


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


Break
9:50am-10:05am
Morning General Sessions - Continued

Budgeting and Forecasting and Implementation (Credits: 1.0 AA)
10:05am-10:55am

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)
10:55am-11:45am


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


Lunch Break 11:45am-12:40pm
No Presentation
Afternoon General Sessions

Raising Capital Early Stage (Credits: 1.0 TB)
12:40pm-1:30pm

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)
1:30pm-2:20pm

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.


Break 2:20pm - 2:35pm
Afternoon General Sessions Continued

Accounting Updates for Real Estate Developers and Owners (Credits: 1.0 AA)
2:35pm-3:25pm

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.


Current Landscape of Fair Value Accounting Relative to ASC 805 and ASC 350 (Credits: 1.0 AA)
3:25pm-4:15pm

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


Federal Tax Update (Credits: 1.0 TB)
4:15pm-5:05pm

David W. Springsteen
Tax Manager / CliftonLarsonAllen
Tampa, FL

This course is designed to offer real world interpretation of 2016 federal tax changes, with practical advice on how those developments affect clients’ business and personal income taxes. At the end of this session, attendees will be able to (1) identify key tax developments of the past year, (2) recognize new tax planning opportunities for individuals and businesses arising from recent tax legislation, and (3) find opportunities to implement defensive strategies from IRS positions.


Friday, March 23, 2018
Opening Remarks 8:00am - 8:10am
Morning General Sessions

Hedge Accounting-New Rules to Better Manage Risk Exposure (Credits: 1.0 AA)
8:10am-9:00am

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)
9:00am-9:50am

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.


Break 9:50am-10:05am
Morning General Sessions Continued

Leases Update for Industry (Credits: 1.0 AA)
10:05am-10:55am


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)
10:55am-11:45am

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.


Lunch Break 11:45am-12:40pm
No Presentation
Afternoon General Sessions

Auditing Internal IT Systems (Credits: 1.0 AA)
12:40pm-1:30pm

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)
1:30pm-2:20pm

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

What's your 401(k) fiduciary process? Meeting your fiduciary responsibilities can be a 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.


Break 2:20pm - 2:35pm
Afternoon General Sessions Continued

Fraud Cases & Business Email Compromise (Credits: 1.0 AA)
2:35pm-3:25pm

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)
3:25pm-4:15pm

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

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



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