Keynote Speakers
Image: Rick Telberg
Rick Telberg
Image: Karl Ahlrichs, SPHR
Karl Ahlrichs, SPHR

Karl Ahlrichs, SPHR
Human Resource Consultant / ExpertSpeaks
Keynote Address: Managing Multiple Generations: Next Steps and New Surprises (1 B)


Rick Telberg
President/CEO/ CPA Trendlines
Keynote Address: The Top Ten Trends that are Changing Everything for CPAs (1 TB)




Mark Arrigo, CPA, MBA
Partner / Grant Thornton LLP
State & Local Tax Legislative Update (1 TB)

William Blend, CPA, CFE
Shareholder / Moore Stephens Lovelace, PA
Yellow Book Update (1 AA)
Single Audit Act Update (1 AA)

Noel Boeke
Law Partner / Holland & Knight
Bankruptcy Issues – What You Need to Know (1 TB)

Harris Bonnette, Jr., Esq.
Shareholder/Attorney / Fisher, Tousey, Leas & Ball, PA
Shades of Gray in IRS Procedure: From Audit Issues to Preparer Penalties – Straight Talk From a Tax Attorney (2 TB)

Michael Brooks
Managing Director / Resolution Management LLC
Budgeting & Forecasting (1 TB)

Paul Brown, CPA, CGMA
Director of Technical Services / Florida Institute of CPAs
Preparing for Peer Review (2 AA)

Jeffery Bryan
Partner / Dixon Hughes Goodman LLP
FASB Update – Including Private Company Council (2 AA)

Christin Bucci, Esq., JD, LLM (TAX)
Attorney / Bucci Law Offices, PA
Identity Theft – What Has the IRS Done? (1 TB)

Andrew Copeland, CPA
Managing Member / Ironwood Capital, LLC
Fraud?! What Now? (3 AA)

David L. Dennis, CPA
Advisory Partner / KPMG LLP
Municipalities in Financial Stress – Is Your Town/Client Safe? (1 AA)

William deMeza
Partner / Holland & Knight
HR/Employment Law Update (1 TB)

Joseph A. DiRuzzo, III, Esq., CPA
Senior Attorney / Fuerst, Ittleman, David & Joseph, PL
Litigation Support – Follow the Money (2 AA)

Richard G. Edsall, CPA, CFE, MBA
Senior Manager / Goldstein, Zugman, Weinstein & Poole, LLC
Audit Risk Assessment Standards (1 AA)

Chris Fraser, PCA, CISA, CITP, MBA
Director / Zeno Technology Solutions
Mobile Security (1 TB)

Mary Foreman, CPA
Owner / Mary K. Foreman, PA
The ABCs (and D) of Medicare (1 TB)

Mitchell S. Fuerst, Esq.
Managing Partner / Fuerst, Ittleman, David & Joseph, PL
Litigation Support – Follow the Money (2 AA)

Jeff Greene, CPA, PFS
Individual Practitioner / Jeffrey H. Greene, CPA, PA
Individual Tax Update (1 TB)

Ed Grossman, CPA, CMA, CFE, CGMA
Proprietor / J. Edward Grossman, CPA
Going Concern Issues (1 AA)
FASB Update – Including Private Company Council (2 AA)

Dan Hevia, CPA
Shareholder / Gregory, Sharer & Stuart, PA
Preparing for Peer Review (2 AA)

Paul Hoffman, CPA, CITP
President / SouthTech
The Newest Tech Tools and Trends (1 TB)

Steve Kampa, CPA, MBT
Partner / McGladrey & Pullen, LLP
Quality Control in a Tax Practice (1 TB)

Mark Katz
President / M. David Katz Company
Marketing Your Business Through Social Media (1 TB)

Roy Keely
VP of Marketing / Xcentric
Today’s IT Trends and Their Relevance in Your Firm (2 TB)

Jeffrey A. Kern
Of Counsel / Akerman Senterfitt
Tax Implications of Unmarried Couples (1 TB)

Jack Kiley, CPA, CISP
Principal / MidAtlantic IRA, LLC
Self-Direction-Alternative Investments in IRAs (1 TB)

Denis Kleinfeld, Esq.
Of Counsel / Fuerst, Ittleman, David & Joseph, PL
Business Valuation – No More Risk-Free? (1 TB)

Howard S. Krooks, JD., CELA, CAP
Partner / Elder Law Associates, PA
Estate Management (1 TB)

Dana Lance, CPA
State and Local Tax Manager / Grant Thornton LLP
State & Local Tax Legislative Update (1 TB)

Bill Maloney, CPA
Partner / Bill Maloney Consulting
Credit & Collections (1 TB)

Daniel Mann
Systems Architect / Terran Enterprises LLC
Cloud Computing – Choosing the Right Cloud Services for Your Business (1 TB)

Sam McCall, Ph.D., CPA, CGFM, CIA, CGAP
City Audit Officer / Office of Inspector General / Florida State University
Internal Auditing (2 AA)

Harold McFarland, CPA, CFE
Pellegrino Honick McFarland & Miller, PA
Information Gathering in the Digital Age (1 TB)

Dean Michael Mead
Research Manager / Governmental Accounting Standards Board
GASB Update (1 AA)

Vicki Meyer, CPA, Facilitator
Owner / Meyer Consulting, PLLC
Best Guesses for 2014 (New – Interactive!) (2 TB)
International Tax Basics: When to Cry “Help!” (1 TB)
Tax Q&A Follow Up (New – Interactive) (2 TB)

David C. Moja, CPA
National Director NFP Tax Services / CapinCrouse LLP
Not for Profit Update (1 AA)
Unrelated Business Income Tax Update (1 TB)

Rob Moroni
Managing Principal / Moroni Fantin LLC
Healthcare, Medicare, Why You Should Care (2 TB)

Barry Nelson, Esq.
Attorney / Nelson & Nelson, PA
10 Steps to Take Now in Light of the New Estate Tax Legislation (1 TB)

Bruce Nunnally, CPA, CGMA
Partner / Carr, Riggs & Ingram, LLC
Auditing Standards Update (1 AA)

Cecil "Pat" Patterson, Jr., CPA, MBA
Patterson CPA Group Inc.
Ethics: Protecting the Integrity of Florida CPAs (4 Ethics)
Compilation and Review (1 AA)
CIRA Update (1 AA)
Internal Controls for Religious and NFPs (1 AA)

Christopher A. Patterson, CPA
President & CEO / Patterson CPA Group Inc.
Current Trends: The Good, the Bad, the Ugly (1 TB)

Clay Price, CPA, CFF
Principal / Rehmann
Unhappily Ever After: Tax Implications of Divorce (1 TB)

Scott G. Price, CPA, CFF, CISA, CIA
Managing Director / A-lign CPAs, LLC
SSAE 16 Update (1 AA)

Cindy Ragan, MA, AVA
Partner / Strategic Alliance Advisors Inc.
Anatomy of a Successful Merger or Acquisition (1 TB)

David A. Rosenfeld, CPA
Partner / Nperspective, LLC
Financial Analysis & Dashboards (1 TB)

Mark Ryburn, CPA, CITP, CDIA+
Product Line Manager – Workflow Solutions / CCH Tax & Accounting
Accounting Apps for Your Smartphone (1 AA)

Reina Schlager, CPA, PFS
Financial Advisor and Owner / Schlager, Schlager & Levin
Planning for Future Retirement Shock (1 TB)

Terry Seaton, CPA, PFS, CFP™
Owner, President / Seaton Financial Advisors, LLC
How to Use Financial Education to Market Yourself and the CPA Profession (1 TB)

Lunelle Siegel, EDFP
Lending Manager / Corporate Funding
Banking Relations and Debt Restructuring (1 TB)

William H. Simon, CPA
President / W. H. Simon & Co., PA
Dealing with the IRS Controversies (1 TB)

Chas P. Smith, CPA/PFS
Chief Investment Officer & President / CPS Investment Advisors/CPAlliance
Personal Wealth Management/Financial Planning (1 TB)

F. Gordon Spoor, CPA/PFS/CGMA
Senior Shareholder/Chief Investment Officer / Spoor & Associates, PA
Fiduciary Accounting, 1041 Reporting (2 AA)
What is So Special About “Special Needs" Trusts? (1 AA)

Larry Wald
Managing Partner / Strategic Alliance Advisors Inc
Anatomy of a Successful Merger or Acquisition (1 TB)

Amy Waldron, CPA
Risk Control Consulting Director / CAN
Engagement Letters — A First Line of Defense (1 TB)