State and Local Government Accounting Conference
Member Price $800.00
Non-Member Price $1,050.00
Overview
The FICPA's highly rated State and Local Government Accounting Conference (SLGAC) is back with the CPE you need to navigate the demands of public service. In addition to legislative, standards, and economic updates it features sessions with your success in mind.
Your colleagues who attended our 2024 SLGAC have spoken, and we heard them loud and clear: 100% of survey respondents would recommend this event to a friend! CPAs, accountants and financial professionals working in government face a unique and rapidly changing set of challenges with a playing field that is constantly in motion.
Designed for you, by those in government accounting, this affordable event features two days of great content presented by boots-on-the-ground subject matter experts on topics including GASB and legislative, State Board of Accountancy and Auditing Standards Board updates and more.
$tack the $avings!
In addition to FICPA member and early registration discounts, you can save up to 15% when registering groups of five or more from the same organization. Contact FICPA Member Services at MSC@ficpa.org or 850-224-2727, ext. 1 for details.
FICPA Members
FICPA Members save even more. Not a member? Join today at ficpa.org/JoinToday
GFOA, FAC and FACC members can also attend at FICPA member rates.
CPE Credit
This conference qualifies for up to 16 hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation. The type of credit earned depends on concurrent breakouts chosen. Please indicate choice of breakouts on the registration form.Cancellation Policy
We love to see you commit to the annual SLGAC conference early, but know sometimes life forces schedules to change. If that happens, you have options. Please let our member services team know which option you select below:- Receive a full refund to your original payment method, transfer your balance to a future event, or place money on account by canceling before October 13th, 2025. Call or email MSC at msc@ficpa.org or call 850-224-2727.
- Receive a partial refund to your original payment method, transfer your balance to a future event, or place money on account, minus the event cancellation fee of $150 by canceling on or after July 13th, 2025. Call or email MSC at msc@ficpa.org or call 850-224-2727.
Please review the FICPA CPE Policies for additional information: CPE Policies
Social Media
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Highlights
- GASB Update
- Legislative Update
- Auditing Standards Board Update
Prerequisites
None.
Designed For
CPAs and accountants working in the government accounting industry.
Objectives
- Receive updates in State and Local Legislation, from GASB, and the Auditing Standards Board.
- Explore ACFR Deficiencies, Implimentation of AI in Accounting, and Compensated Absences.
- Learn more about Peer Review, Compliance, and hear from a panel of GASB guests.
Notice
Conference Location and Accommodations:
The Rosen Centre Hotel Orlando9840 International Drive
Orlando, FL 32819
NOTE: New Conference Location!
FICPA Room Rate:
$169 single/double plus $20 per additional guest
Complimentary self-parking for overnight guests.
Hotel cutoff deadline: Monday July 14, 2025
(Reservations made after the cutoff date will be subject to availability and current room rate. Please note that the conference accommodation rate is subject to sell out prior to the advertised reservation cut off date.)
***Upon completion of registration for the conference, you will receive an email confirmation with the hotel link to book your accommodation***
Thursday, August 14th
General Session
- Registration & Breakfast
This session is available to registrants only.
General Session
- GASB Part 1
Lisa Parker, Senior Project Manager and GASAC Coordinator, Governmental Accounting Standards BoardLisa Parker
Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB). She also serves as coordinator for the Governmental Accounting Standards Advisory Council (GASAC). Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.
Lisa is a certified public accountant and a chartered global management accountant. She also is a member of the Association of Governmental Accountants, the American Institute of Certified Public Accountants, and the Maine Society of Certified Public Accountants, where she served as president. Previously, Lisa was president of the Maine Governmental Finance Officers Association, an executive board member of the New England Governmental Finance Officers Association, and a member of a national GFOA standing committee.
Lisa attended Boston College and the University of Southern Maine graduating with magna cum laude honors and a bachelor’s degree in accounting.
This session will give an overview of the GASB pronouncements that become effective in the coming fiscal years. The session also will explain some of the projects on GASB’s current technical agenda and research agenda.
Objectives:
1-To gain a better understand the accounting and financial reporting requirements in recently issued GASB Statements - Statements 101,102, 103, and 104.
2-To gain some insight into the projects on the Board's technical agenda including important due process dates.
3-To gain some insight into the current pre-agenda research efforts and GASB's post-implementation review.
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
General Session
- GASB Part 2
Lisa Parker, Senior Project Manager and GASAC Coordinator, Governmental Accounting Standards BoardLisa Parker
Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB). She also serves as coordinator for the Governmental Accounting Standards Advisory Council (GASAC). Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.
Lisa is a certified public accountant and a chartered global management accountant. She also is a member of the Association of Governmental Accountants, the American Institute of Certified Public Accountants, and the Maine Society of Certified Public Accountants, where she served as president. Previously, Lisa was president of the Maine Governmental Finance Officers Association, an executive board member of the New England Governmental Finance Officers Association, and a member of a national GFOA standing committee.
Lisa attended Boston College and the University of Southern Maine graduating with magna cum laude honors and a bachelor’s degree in accounting.
This session will give an overview of the GASB pronouncements that become effective in the coming fiscal years. The session also will explain some of the projects on GASB’s current technical agenda and research agenda.
Objectives:
1-To gain a better understand the accounting and financial reporting requirements in recently issued GASB Statements - Statements 101,102, 103, and 104.
2-To gain some insight into the projects on the Board's technical agenda including important due process dates.
3-To gain some insight into the current pre-agenda research efforts and GASB's post-implementation review.
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
General Session
- Morning Break
This session is available to registrants only.
General Session
- GASB Panel
Lisa Parker, Senior Project Manager and GASAC Coordinator, Governmental Accounting Standards BoardLisa Parker
Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB). She also serves as coordinator for the Governmental Accounting Standards Advisory Council (GASAC). Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.
Lisa is a certified public accountant and a chartered global management accountant. She also is a member of the Association of Governmental Accountants, the American Institute of Certified Public Accountants, and the Maine Society of Certified Public Accountants, where she served as president. Previously, Lisa was president of the Maine Governmental Finance Officers Association, an executive board member of the New England Governmental Finance Officers Association, and a member of a national GFOA standing committee.
Lisa attended Boston College and the University of Southern Maine graduating with magna cum laude honors and a bachelor’s degree in accounting.
Karen Russell
Karen is the Assistant Finance Director for the City of Port St Lucie, bringing over 34 years of experience in state and local government to her role. She holds multiple accounting certifications, and has been an adjunct accounting professor at Indian River State College since 2020. Karen is actively engaged with numerous professional organizations, including the American Institute of CPAs, Florida Institute of CPAs, Government Finance Officers Association (GFOA), Florida GFOA, and the Treasure Coast FGFOA, where she currently serves as President Elect. Additionally, she is affiliated with the Association of Government Accountants and the Institute of Internal Auditors. She is credentialed as a certified internal auditor, certified government finance officer, certified government finance manager, and an enrolled agent authorized to practice before the Internal Revenue Service. Her academic qualifications include a master’s degrees in accounting and a master’s degree in public administration.
This session is available to registrants only.
General Session
- Legislative Update
Jason Harrell, Chief External Affairs Officer, Florida Institute of CPAsJason Harrell
Jason Harrell is the FICPA Chief External Affairs Officer responsible for leading all aspects of the Institute’s public policy, advocacy, governmental affairs and regulatory affairs. He serves as the liaison to the DBPR and Board of Accountancy and is responsible for all advocacy-related external communications and campaigns to increase the value of the CPA license. Jason brings numerous years of experience to this role, previously serving as director of government relations for Florida Court Clerks and Comptrollers Association and budget and communications director for the Clerks of Court Operations Corporation, serving in key roles under two Speakers in the Florida House, and serving in the Executive Office of the Governor in the Office of Policy and Budget and Chief Inspector General’s Office.
Lauren Jones
Lauren Henderson is the FICPA’s Deputy Director of Governmental Affairs supporting the execution of its strategic advocacy goals. She works to promote and advance FICPA’s legislative priorities and strengthen its relationship with legislators and their staff. In addition to her work at the Capitol, she generates timely legislation and political communications aspects, supports the development of the CPA/PAC, and enhances the FICPA’s connections with key stakeholders and state agencies. Previously she was a Senior Legislative Director for the political consulting firm Cynergy Consulting, LLC, for more than 10 years, worked on political campaigns for high-profile candidates, and was named one of Florida Politics 30-under-30 list of rising stars.
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- The rapidly evolving landscape of AI and RPA Part 1
Gail Gray, VP of AI and RPA automation, LCG DiscoveryGail Gray
Gail Gray, CPA, serves as Vice President of AI and RPA Solutions at LCG Discovery Experts, LLC, where she leads the development and implementation of innovative automation and AI strategies for clients across industries. With over two decades of experience in finance, audit, and digital transformation, Gail combines deep financial expertise with a passion for emerging technologies. Her work focuses on helping organizations streamline operations, enhance compliance, and drive strategic growth through intelligent automation solutions. A licensed CPA, Gail is recognized for her collaborative leadership style, strategic vision, and ability to align cutting-edge technologies with business goals. At LCG, she plays a key role in helping clients navigate digital disruption and build future-ready organizations. Gail’s commitment to excellence and innovation makes her a trusted advisor for businesses seeking to leverage AI and RPA to create a sustainable, competitive advantage.
The rapidly evolving landscape of AI and RPA Part 1-
The presentation covers the rapidly evolving landscape of AI and Robotic Process Automation (RPA). It introduces AI, including traditional and generative AI, and highlights popular generative AI tools like ChatGPT, Copilot, Gemini, Firefly, and Claude. The presentation discusses various use cases of generative AI in industries such as financial services, healthcare, legal, retail, and education. It addresses recent AI-related legislation, Microsoft's stance on generative AI and copyright, and explains AI hallucinations and biases. The presentation delves into Microsoft Copilot and its integration with Microsoft 365 apps, explores AI agents and their roles, and compares RPA and AI agents. It concludes with the integration of RPA and AI agents to create intelligent automation, the challenges of implementing automation, process optimization, and the lifecycle of automation, along with examples of automation in action.
Objectives.
• Understand the rapidly evolving landscape of AI and Robotic Process Automation (RPA), including the differences between traditional AI systems and generative AI, and the various use cases of generative AI in different industries.
• Gain insights into recent AI-related legislation, Microsoft's stance on generative AI and copyright, and the challenges of implementing automation, including AI hallucinations and biases.
• Learn about the integration of RPA and AI agents to create intelligent automation, the optimization of processes, and the lifecycle of automation, along with examples of automation in action.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- The rapidly evolving landscape of AI and RPA Part 2
Gail Gray, VP of AI and RPA automation, LCG DiscoveryGail Gray
Gail Gray, CPA, serves as Vice President of AI and RPA Solutions at LCG Discovery Experts, LLC, where she leads the development and implementation of innovative automation and AI strategies for clients across industries. With over two decades of experience in finance, audit, and digital transformation, Gail combines deep financial expertise with a passion for emerging technologies. Her work focuses on helping organizations streamline operations, enhance compliance, and drive strategic growth through intelligent automation solutions. A licensed CPA, Gail is recognized for her collaborative leadership style, strategic vision, and ability to align cutting-edge technologies with business goals. At LCG, she plays a key role in helping clients navigate digital disruption and build future-ready organizations. Gail’s commitment to excellence and innovation makes her a trusted advisor for businesses seeking to leverage AI and RPA to create a sustainable, competitive advantage.
The rapidly evolving landscape of AI and RPA Part 2-
The presentation covers the rapidly evolving landscape of AI and Robotic Process Automation (RPA). It introduces AI, including traditional and generative AI, and highlights popular generative AI tools like ChatGPT, Copilot, Gemini, Firefly, and Claude. The presentation discusses various use cases of generative AI in industries such as financial services, healthcare, legal, retail, and education. It addresses recent AI-related legislation, Microsoft's stance on generative AI and copyright, and explains AI hallucinations and biases. The presentation delves into Microsoft Copilot and its integration with Microsoft 365 apps, explores AI agents and their roles, and compares RPA and AI agents. It concludes with the integration of RPA and AI agents to create intelligent automation, the challenges of implementing automation, process optimization, and the lifecycle of automation, along with examples of automation in action.
Objectives.
• Understand the rapidly evolving landscape of AI and Robotic Process Automation (RPA), including the differences between traditional AI systems and generative AI, and the various use cases of generative AI in different industries.
• Gain insights into recent AI-related legislation, Microsoft's stance on generative AI and copyright, and the challenges of implementing automation, including AI hallucinations and biases.
• Learn about the integration of RPA and AI agents to create intelligent automation, the optimization of processes, and the lifecycle of automation, along with examples of automation in action.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Peer Review
Paul Brown, Vice President, Professional and Technical Standards, Florida Institute of CPAsPaul Brown
Paul Brown joined the FICPA in November 1992 and is the VP of Professional and Technical Standards for the Florida Institute of CPAs (FICPA). One of Paul's main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program. The program administers approximately 350 reviews annually in Florida and oversees approximately 90 peer reviewers. Paul also assists members in the areas of professional ethics and professional standards. As part of his role in the peer review program Paul has previously been an instructor and author of continuing education programs for the AICPA and FICPA, for which he had received several outstanding discussion leader and author awards. Paul serves on the AICPA's Peer Review Standards Task Force, Technical Reviewers Advisory Task Force to the Peer Review Board and serves as staff liaison to two committees of the FICPA.
This session will provide a brief overview of the new Quality Management Standards and an update in what is happening in Peer Review. The session will also cover common findings noted in peer reviews for Yellow Bood and Single Audits
Objectives.
1. Learn more about the new Quality Management Standards, the implementation timing, what your firm should be doing now and the impact on these standards with peer review.
2. Learn about the updated standards for peer review related to the impact of the QM standards.
3. Review common findings noted in Yellow Book and Single Audit engagements.
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
General Session
- Afternoon Break
This session is available to registrants only.
General Session
- Auditor General Update Part 1
Derek Noonan, Audit Manager, State of Florida Auditor GeneralDerek Noonan
Derek Noonan is an Audit Supervisor with the Florida Auditor General. Derek has been working in the Local Government Audits section since May 2014 and is responsible for supervising local government activities of the Auditor General, including audits of local governments; review of local government, district school board, and charter school audit reports; and rules for the conduct of local government and charter school audits. Prior to May 2014, Derek worked as an audit coordinator for district school board Federal single audits for 9 years and has been employed by the Auditor General for a total of 21 years.
Derek graduated from Florida Atlantic University with an MBA and is a member of the FGFOA and Florida Institute of Certified Public Accountants.
The session will provide an update on recent legislation impacting local governments and their auditors, some common Florida Single Audit Act audit deficiencies, and some recent Auditor General performance audit findings.
Objectives.
1. Become aware of new legislations impacting local governments and their auditors.
2. Avoid common Florida Single Audit Act audit deficiencies.
3. Gain exposure to some local government performance audit issues.
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
General Session
- Compliance/Gov Audit/AG Part 2
Derek Noonan, Audit Manager, State of Florida Auditor GeneralDerek Noonan
Derek Noonan is an Audit Supervisor with the Florida Auditor General. Derek has been working in the Local Government Audits section since May 2014 and is responsible for supervising local government activities of the Auditor General, including audits of local governments; review of local government, district school board, and charter school audit reports; and rules for the conduct of local government and charter school audits. Prior to May 2014, Derek worked as an audit coordinator for district school board Federal single audits for 9 years and has been employed by the Auditor General for a total of 21 years.
Derek graduated from Florida Atlantic University with an MBA and is a member of the FGFOA and Florida Institute of Certified Public Accountants.
This session is available to registrants only.
Friday, August 15th
General Session
- Breakfast
This session is available to registrants only.
General Session
- Economic Update
Benjamin Streed, Chief Investment Officer, Deep Blue Investment AdvisorsBenjamin Streed
Benjamin Streed is the Chief Investment Officer for Deep Blue Investment Advisors (DBIA). He works with investment professionals to deliver comprehensive, custom, diversified portfolio management strategies for separately managed accounts, consulting clients, and the U.S. Fixed Income Trust. Benjamin also directs the Portfolio Management team and servs on the firm’s investment and credit committees. He continues to be a thought leader in the investment space — delivering industry seminars educate clients and prospects.
Prior to joining DBIA, Benjamin served as a multi-asset strategist with Wells Fargo Private Bank and previously was a fixed income strategist with Raymond James Financial. There, he was a member of the firmwide investment strategy committee and both the strategic and tactical asset allocation sub-committees. He has also served as an investment analyst and portfolio manager for several major Wall Street firms where he implemented unique investment solutions for high-net-worth families and institutions.
Benjamin earned a Bachelor of Science degree in business administration from Emory University and a Master of Science in finance from Georgetown University where he graduated as valedictorian. He is a CFA® charter holder and volunteers his time grading CFA exams and serves on the CFA curriculum advisory committee and the Georgetown alumni council.
This session will provide a timely update focused on the United States with detailed analysis of equity, fixed income (bond) and key economic variables that are important in today’s ever-changing, and dynamic environment. Learning objectives/takeaways: understand how political policy influences economic performance, identify what key economic variables are most important for the remainder of 2025 and into 2026, provide a forecast for interest rates.
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
General Session
- Decode the Chaos: The Only 2025 Federal Tax Update That Matters
Daniel Henn, President, Daniel Henn, CPA, PADaniel Henn
Dan is co-founder of the Tax Resolution Academy® and the founder of Daniel Henn, CPA, PA. Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business tax planning. Today, he serves as a Certified Public Accountant and Tax Advisor at Daniel Henn, CPA, PA. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation through the Tax Resolution Academy®. Prior to his current ventures, Dan was a Supervisory Senior of Tax with KPMG, LLP in St. Petersburg and Orlando and a Tax Manager with Berman Hopkins Wright & LaHam, CPAs, LLP in Melbourne.
Furthermore, Dan holds a Bachelor of Science Business Administration and Master’s Degree in Accountancy from the University of South Florida.
Stay ahead of the IRS with this fast-paced session decoding the most critical 2025 federal tax changes impacting compliance, deductions, credits, and audit risk.
Objectives.
- Identify key 2025 federal tax law changes
- Discuss the state of the IRS
- Review of pending/enacted legislation
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Morning Break
This session is available to registrants only.
General Session
- ACFR Deficiencies
Lorrie Brinson, Manager, Governmental Advisory Svcs, James Moore & Co, PLLorrie Brinson
Lorrie Brinson, a native of Florida, is the Manager, Governmental Advisory Group for James Moore & Co where she manages the outsourced governmental advisory services and provides support to our governmental audit team in financial reporting, assessments for operational recommendations and improvements, grant management and single audit testing.
Ms. Brinson has a Bachelor & Master of Science in Accounting, Master of Business Administration/Public Administration. Lorrie has spent her career working at local governments with over 20 years’ experience in various areas, including accounting, financial reporting, grants, pensions, budgeting, and debt. This vast range of experience has given her the knowledge base needed to address the broad range of concerns withing local government. She is Certified Public Accountant and a Certified Government Finance Officer. Lorrie is a frequent speaker with FGFOA and has served as a Board Member and Chair of several committees throughout her career with FGFOA. She currently serves as an instructor for the certification review courses offered by the FGFOA.
Lorrie is the mother of two buys and a self-published author. She loves college football, Florida beaches, volunteering with her non-profit, and traveling throughout the U.S. and internationally.
This session will share common Annual Comprehensive Financial Report (ACFR) deficiencies. These mistakes and findings can be related to new GASB requirements, lack of training, or various reasons. This discussion will offer best practices to mitigate these type of deficiencies.
Objectives.
• Understand the objective of the financial audit of the ACFR
• Understand the 3 types of Deficiency according to SAS 115
• Identify and remedy ACFR deficiencies using resources available such as the GFOA Best Practices, GASB, GAAP, or another trusted source.
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
General Session
- You Can’t Take It with You: Implementing the Compensated Absences Standards
Dean Mead, Partner, Government & Public Sector S, CRI Advisors LLCDean Mead
Dean Michael Mead has been a Partner and Government & Public Sector Sub-Line Leader at CRI Advisors LLC, a top-25 national accounting and consulting firm, since 2022. Previously, Dean was on the staff of the Governmental Accounting Standards Board for 24 years, most recently as Assistant Director of Research and Technical Activities. During that time, he also was Coordinator for the Governmental Accounting Standards Advisory Council (GASAC). Between 2008 and 2020 he was a member of the Accounting and Information Systems faculty at Rutgers Business School, teaching governmental and not-for-profit accounting, auditing, and financial analysis.
Dean is a nationally renowned speaker, teacher, and writer. He was the author of the GASB’s plain-language communications, including its award-winning User Guides, and is a recipient of the National Federation of Municipal Analysts’ Award for Excellence for his efforts to educate the municipal bond community through teaching and writing.
Dean was appointed to the GASAC by the Financial Accounting Foundation starting January 1, 2025. He also serves on the board of the Southern Municipal Finance Society and the Association of Government Accountants’ Financial Management Standards Board. Dean is a Certified Government Financial Manager and a reviewer in the GFOA’s Certificate of Achievement program.
Karen Russell
Karen is the Assistant Finance Director for the City of Port St Lucie, bringing over 34 years of experience in state and local government to her role. She holds multiple accounting certifications, and has been an adjunct accounting professor at Indian River State College since 2020. Karen is actively engaged with numerous professional organizations, including the American Institute of CPAs, Florida Institute of CPAs, Government Finance Officers Association (GFOA), Florida GFOA, and the Treasure Coast FGFOA, where she currently serves as President Elect. Additionally, she is affiliated with the Association of Government Accountants and the Institute of Internal Auditors. She is credentialed as a certified internal auditor, certified government finance officer, certified government finance manager, and an enrolled agent authorized to practice before the Internal Revenue Service. Her academic qualifications include a master’s degrees in accounting and a master’s degree in public administration.
Most governments in Florida are required to begin applying GASB Statement 101 on compensated absences beginning with fiscal years ending June 30 or September 30, 2025. This session covers the basics of the new requirements, focusing on the key changes from the prior standards and the major implementation challenges.
Objectives.
1. Understand the requirements of GASB Statement 101
2. Identify the key steps necessary to implement the standards
3. Learn about potential challenges in the implementation process
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- AICPA Professional Standards for Governments
Bruce Nunnally, Partner Emeritus, Retired, Inactive or OtherBruce Nunnally
Bruce Nunnally was a founding partner of Carr, Riggs & Ingram, LLC in 1997. He entered semi-retirement in 2019. He has 40 years of public accounting experience, including 9 years with the international public accounting firm, Ernst & Young, LLP. Bruce is a national instructor of accounting and auditing issues. He has presented accounting and auditing continuing education classes for a quarter of the top 30 CPA firms in the U.S. Some of the courses he has led include:
• Annual Update for Accountants and Auditors
• Audits of 401K Plans
• Fair Value Accounting
• FASB Update for Industry
In 2016 and 2022, Bruce was recognized as an “Outstanding Discussion Leader” by the Florida Institute of Certified Public Accountants.
Other
Certified Public Accountant since 1981.
Past member of the AICPA Accounting & Review Services Committee (ARSC)
Past member of the AICPA PCPS Technical Issues Committee
Past member of the AICPA Auditing & Attestation Subcommittee
This session will cover Auditing Standards Board and other standard setting bodies that impact SLG accounting and auditing
Objectives
• Update participants with recent ASB standards that affect SLG audits
• Discuss recent pronouncements from AICPA Ethics, SSARS, Consulting and other standard setting bodies that affect SLGs
• Introduce standard setting activity that is pending or in progress
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
General Session
- An Inconvenient Blindness: Investigating Corruption and Conflicts of Interest Part 1
Michael Hood, Director, 21st Century Learning & ConsultingMichael Hood
After serving 25 years as a Special Agent in the FBI, Michael "Bret" Hood became the director of 21st Century Learning & Consulting, LLC upon his retirement in 2016. During his tenure with the FBI, Bret worked many complex financial crime, money laundering, corruption and major cases such as the 9/11 terrorist attack, the HealthSouth fraud and the Maricopa Investments case.
Since 2000, Bret has traveled the world teaching public and private sector employees how to develop anti-fraud, anti-bribery, anti-corruption and anti-money laundering programs. Bret is a master facilitator who has the unique ability to get participants involved in deep conversations while applying the lessons learned to their own personal and work situations. Bret has been a presenter at the ACFE's Global Fraud conference for the last three years and has worked with local and regional ACFE chapters in Columbus, Ohio, Kansas City, MO, New Haven, CT, and Albany, NY. In addition, Bret has done multiple presentations for CPA groups including the Florida Institute of CPAs where he has instructed at their major trade show for years. Bret has published articles in both Fraud Magazine and ACAMS Today. Bret has a great interest in the psychology, patterns, methods and motives of offenders in an attempt to understand why good people end up doing bad things.
Bret is a federal-court certified expert in money laundering and financial crimes. Bret is also the author of the critically acclaimed books, Eat More Ice Cream: A Succinct Leadership Lesson for Each Week of the Year & Get Off Your Horse! 52 Succinct Leadership Lessons from U.S. Presidents. Currently, Bret serves as an instructor, investigative consultant, and as an expert witness for 21st Century Learning & Consulting LLC (www.21puzzles.com).
While no one thinks they will succumb to the temptation of bribery or conflicts of interest, this session will challenge conventional perspectives by shedding light on the subtle yet pervasive issues that these types of corruption present. You will unravel the psychological factors contributing to these fraudulent practices, exploring the hidden biases and rationalizations that often cloud judgment. Through an engaging discussion and case studies, you will confront the inconvenient truths surrounding these behaviors to foster a deeper understanding of human nature and the complexities of ethical decision-making.
Objectives.
• Evaluate the motivations and justifications behind bribery and conflicts of interest.
• Recognize the effects of overconfidence on decision-making as it relates to corruption and conflicts of interest.
• Design strategies and interventions aimed at mitigating bribery and conflicts of interest within various organizational contexts.
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
General Session
- An Inconvenient Blindness: Investigating Corruption and Conflicts of Interest Part 2
Michael Hood, Director, 21st Century Learning & ConsultingMichael Hood
After serving 25 years as a Special Agent in the FBI, Michael "Bret" Hood became the director of 21st Century Learning & Consulting, LLC upon his retirement in 2016. During his tenure with the FBI, Bret worked many complex financial crime, money laundering, corruption and major cases such as the 9/11 terrorist attack, the HealthSouth fraud and the Maricopa Investments case.
Since 2000, Bret has traveled the world teaching public and private sector employees how to develop anti-fraud, anti-bribery, anti-corruption and anti-money laundering programs. Bret is a master facilitator who has the unique ability to get participants involved in deep conversations while applying the lessons learned to their own personal and work situations. Bret has been a presenter at the ACFE's Global Fraud conference for the last three years and has worked with local and regional ACFE chapters in Columbus, Ohio, Kansas City, MO, New Haven, CT, and Albany, NY. In addition, Bret has done multiple presentations for CPA groups including the Florida Institute of CPAs where he has instructed at their major trade show for years. Bret has published articles in both Fraud Magazine and ACAMS Today. Bret has a great interest in the psychology, patterns, methods and motives of offenders in an attempt to understand why good people end up doing bad things.
Bret is a federal-court certified expert in money laundering and financial crimes. Bret is also the author of the critically acclaimed books, Eat More Ice Cream: A Succinct Leadership Lesson for Each Week of the Year & Get Off Your Horse! 52 Succinct Leadership Lessons from U.S. Presidents. Currently, Bret serves as an instructor, investigative consultant, and as an expert witness for 21st Century Learning & Consulting LLC (www.21puzzles.com).
While no one thinks they will succumb to the temptation of bribery or conflicts of interest, this session will challenge conventional perspectives by shedding light on the subtle yet pervasive issues that these types of corruption present. You will unravel the psychological factors contributing to these fraudulent practices, exploring the hidden biases and rationalizations that often cloud judgment. Through an engaging discussion and case studies, you will confront the inconvenient truths surrounding these behaviors to foster a deeper understanding of human nature and the complexities of ethical decision-making.
Objectives.
• Evaluate the motivations and justifications behind bribery and conflicts of interest.
• Recognize the effects of overconfidence on decision-making as it relates to corruption and conflicts of interest.
• Design strategies and interventions aimed at mitigating bribery and conflicts of interest within various organizational contexts.
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
Optional Session
- I have dietary restrictions or special needs
This session is available to registrants only.
Leader(s):
- Benjamin Streed, Chief Investment Officer, Deep Blue Investment Advisors
- Bruce Nunnally, Partner Emeritus, Retired, Inactive or Other
- Daniel Henn, President, Daniel Henn, CPA, PA
- Dean Mead, Partner, Government & Public Sector S, CRI Advisors LLC
- Derek Noonan, Audit Manager, State of Florida Auditor General
- Gail Gray, VP of AI and RPA automation, LCG Discovery
- Jason Harrell, Chief External Affairs Officer, Florida Institute of CPAs
- Karen Russell, Deputy Director - Finance, City of Port St Lucie
- Lauren Jones, Deputy Director of Governmental Affairs, Florida Institute of CPAs
- Lisa Parker, Senior Project Manager and GASAC Coordinator, Governmental Accounting Standards Board
- Lorrie Brinson, Manager, Governmental Advisory Svcs, James Moore & Co, PL
- Michael Hood, Director, 21st Century Learning & Consulting
- Paul Brown, Vice President, Professional and Technical Standards, Florida Institute of CPAs
Leader Bios
Benjamin Streed, Chief Investment Officer, Deep Blue Investment Advisors
Benjamin Streed is the Chief Investment Officer for Deep Blue Investment Advisors (DBIA). He works with investment professionals to deliver comprehensive, custom, diversified portfolio management strategies for separately managed accounts, consulting clients, and the U.S. Fixed Income Trust. Benjamin also directs the Portfolio Management team and servs on the firm’s investment and credit committees. He continues to be a thought leader in the investment space — delivering industry seminars educate clients and prospects.
Prior to joining DBIA, Benjamin served as a multi-asset strategist with Wells Fargo Private Bank and previously was a fixed income strategist with Raymond James Financial. There, he was a member of the firmwide investment strategy committee and both the strategic and tactical asset allocation sub-committees. He has also served as an investment analyst and portfolio manager for several major Wall Street firms where he implemented unique investment solutions for high-net-worth families and institutions.
Benjamin earned a Bachelor of Science degree in business administration from Emory University and a Master of Science in finance from Georgetown University where he graduated as valedictorian. He is a CFA® charter holder and volunteers his time grading CFA exams and serves on the CFA curriculum advisory committee and the Georgetown alumni council.
Bruce Nunnally, Partner Emeritus, Retired, Inactive or Other
Bruce Nunnally was a founding partner of Carr, Riggs & Ingram, LLC in 1997. He entered semi-retirement in 2019. He has 40 years of public accounting experience, including 9 years with the international public accounting firm, Ernst & Young, LLP. Bruce is a national instructor of accounting and auditing issues. He has presented accounting and auditing continuing education classes for a quarter of the top 30 CPA firms in the U.S. Some of the courses he has led include:
• Annual Update for Accountants and Auditors
• Audits of 401K Plans
• Fair Value Accounting
• FASB Update for Industry
In 2016 and 2022, Bruce was recognized as an “Outstanding Discussion Leader” by the Florida Institute of Certified Public Accountants.
Other
Certified Public Accountant since 1981.
Past member of the AICPA Accounting & Review Services Committee (ARSC)
Past member of the AICPA PCPS Technical Issues Committee
Past member of the AICPA Auditing & Attestation Subcommittee
Daniel Henn, President, Daniel Henn, CPA, PA
Dan is co-founder of the Tax Resolution Academy® and the founder of Daniel Henn, CPA, PA. Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business tax planning. Today, he serves as a Certified Public Accountant and Tax Advisor at Daniel Henn, CPA, PA. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation through the Tax Resolution Academy®. Prior to his current ventures, Dan was a Supervisory Senior of Tax with KPMG, LLP in St. Petersburg and Orlando and a Tax Manager with Berman Hopkins Wright & LaHam, CPAs, LLP in Melbourne.
Furthermore, Dan holds a Bachelor of Science Business Administration and Master’s Degree in Accountancy from the University of South Florida.
Dean Mead, Partner, Government & Public Sector S, CRI Advisors LLC
Dean Michael Mead has been a Partner and Government & Public Sector Sub-Line Leader at CRI Advisors LLC, a top-25 national accounting and consulting firm, since 2022. Previously, Dean was on the staff of the Governmental Accounting Standards Board for 24 years, most recently as Assistant Director of Research and Technical Activities. During that time, he also was Coordinator for the Governmental Accounting Standards Advisory Council (GASAC). Between 2008 and 2020 he was a member of the Accounting and Information Systems faculty at Rutgers Business School, teaching governmental and not-for-profit accounting, auditing, and financial analysis.
Dean is a nationally renowned speaker, teacher, and writer. He was the author of the GASB’s plain-language communications, including its award-winning User Guides, and is a recipient of the National Federation of Municipal Analysts’ Award for Excellence for his efforts to educate the municipal bond community through teaching and writing.
Dean was appointed to the GASAC by the Financial Accounting Foundation starting January 1, 2025. He also serves on the board of the Southern Municipal Finance Society and the Association of Government Accountants’ Financial Management Standards Board. Dean is a Certified Government Financial Manager and a reviewer in the GFOA’s Certificate of Achievement program.
Derek Noonan, Audit Manager, State of Florida Auditor General
Derek Noonan is an Audit Supervisor with the Florida Auditor General. Derek has been working in the Local Government Audits section since May 2014 and is responsible for supervising local government activities of the Auditor General, including audits of local governments; review of local government, district school board, and charter school audit reports; and rules for the conduct of local government and charter school audits. Prior to May 2014, Derek worked as an audit coordinator for district school board Federal single audits for 9 years and has been employed by the Auditor General for a total of 21 years.
Derek graduated from Florida Atlantic University with an MBA and is a member of the FGFOA and Florida Institute of Certified Public Accountants.
Gail Gray, VP of AI and RPA automation, LCG Discovery
Gail Gray, CPA, serves as Vice President of AI and RPA Solutions at LCG Discovery Experts, LLC, where she leads the development and implementation of innovative automation and AI strategies for clients across industries. With over two decades of experience in finance, audit, and digital transformation, Gail combines deep financial expertise with a passion for emerging technologies. Her work focuses on helping organizations streamline operations, enhance compliance, and drive strategic growth through intelligent automation solutions. A licensed CPA, Gail is recognized for her collaborative leadership style, strategic vision, and ability to align cutting-edge technologies with business goals. At LCG, she plays a key role in helping clients navigate digital disruption and build future-ready organizations. Gail’s commitment to excellence and innovation makes her a trusted advisor for businesses seeking to leverage AI and RPA to create a sustainable, competitive advantage.
Jason Harrell, Chief External Affairs Officer, Florida Institute of CPAs
Jason Harrell is the FICPA Chief External Affairs Officer responsible for leading all aspects of the Institute’s public policy, advocacy, governmental affairs and regulatory affairs. He serves as the liaison to the DBPR and Board of Accountancy and is responsible for all advocacy-related external communications and campaigns to increase the value of the CPA license. Jason brings numerous years of experience to this role, previously serving as director of government relations for Florida Court Clerks and Comptrollers Association and budget and communications director for the Clerks of Court Operations Corporation, serving in key roles under two Speakers in the Florida House, and serving in the Executive Office of the Governor in the Office of Policy and Budget and Chief Inspector General’s Office.
Karen Russell, Deputy Director - Finance, City of Port St Lucie
Karen is the Assistant Finance Director for the City of Port St Lucie, bringing over 34 years of experience in state and local government to her role. She holds multiple accounting certifications, and has been an adjunct accounting professor at Indian River State College since 2020. Karen is actively engaged with numerous professional organizations, including the American Institute of CPAs, Florida Institute of CPAs, Government Finance Officers Association (GFOA), Florida GFOA, and the Treasure Coast FGFOA, where she currently serves as President Elect. Additionally, she is affiliated with the Association of Government Accountants and the Institute of Internal Auditors. She is credentialed as a certified internal auditor, certified government finance officer, certified government finance manager, and an enrolled agent authorized to practice before the Internal Revenue Service. Her academic qualifications include a master’s degrees in accounting and a master’s degree in public administration.
Lauren Jones, Deputy Director of Governmental Affairs, Florida Institute of CPAs
Lauren Henderson is the FICPA’s Deputy Director of Governmental Affairs supporting the execution of its strategic advocacy goals. She works to promote and advance FICPA’s legislative priorities and strengthen its relationship with legislators and their staff. In addition to her work at the Capitol, she generates timely legislation and political communications aspects, supports the development of the CPA/PAC, and enhances the FICPA’s connections with key stakeholders and state agencies. Previously she was a Senior Legislative Director for the political consulting firm Cynergy Consulting, LLC, for more than 10 years, worked on political campaigns for high-profile candidates, and was named one of Florida Politics 30-under-30 list of rising stars.
Lisa Parker, Senior Project Manager and GASAC Coordinator, Governmental Accounting Standards Board
Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB). She also serves as coordinator for the Governmental Accounting Standards Advisory Council (GASAC). Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.
Lisa is a certified public accountant and a chartered global management accountant. She also is a member of the Association of Governmental Accountants, the American Institute of Certified Public Accountants, and the Maine Society of Certified Public Accountants, where she served as president. Previously, Lisa was president of the Maine Governmental Finance Officers Association, an executive board member of the New England Governmental Finance Officers Association, and a member of a national GFOA standing committee.
Lisa attended Boston College and the University of Southern Maine graduating with magna cum laude honors and a bachelor’s degree in accounting.
Lorrie Brinson, Manager, Governmental Advisory Svcs, James Moore & Co, PL
Lorrie Brinson, a native of Florida, is the Manager, Governmental Advisory Group for James Moore & Co where she manages the outsourced governmental advisory services and provides support to our governmental audit team in financial reporting, assessments for operational recommendations and improvements, grant management and single audit testing.
Ms. Brinson has a Bachelor & Master of Science in Accounting, Master of Business Administration/Public Administration. Lorrie has spent her career working at local governments with over 20 years’ experience in various areas, including accounting, financial reporting, grants, pensions, budgeting, and debt. This vast range of experience has given her the knowledge base needed to address the broad range of concerns withing local government. She is Certified Public Accountant and a Certified Government Finance Officer. Lorrie is a frequent speaker with FGFOA and has served as a Board Member and Chair of several committees throughout her career with FGFOA. She currently serves as an instructor for the certification review courses offered by the FGFOA.
Lorrie is the mother of two buys and a self-published author. She loves college football, Florida beaches, volunteering with her non-profit, and traveling throughout the U.S. and internationally.
Michael Hood, Director, 21st Century Learning & Consulting
After serving 25 years as a Special Agent in the FBI, Michael "Bret" Hood became the director of 21st Century Learning & Consulting, LLC upon his retirement in 2016. During his tenure with the FBI, Bret worked many complex financial crime, money laundering, corruption and major cases such as the 9/11 terrorist attack, the HealthSouth fraud and the Maricopa Investments case.
Since 2000, Bret has traveled the world teaching public and private sector employees how to develop anti-fraud, anti-bribery, anti-corruption and anti-money laundering programs. Bret is a master facilitator who has the unique ability to get participants involved in deep conversations while applying the lessons learned to their own personal and work situations. Bret has been a presenter at the ACFE's Global Fraud conference for the last three years and has worked with local and regional ACFE chapters in Columbus, Ohio, Kansas City, MO, New Haven, CT, and Albany, NY. In addition, Bret has done multiple presentations for CPA groups including the Florida Institute of CPAs where he has instructed at their major trade show for years. Bret has published articles in both Fraud Magazine and ACAMS Today. Bret has a great interest in the psychology, patterns, methods and motives of offenders in an attempt to understand why good people end up doing bad things.
Bret is a federal-court certified expert in money laundering and financial crimes. Bret is also the author of the critically acclaimed books, Eat More Ice Cream: A Succinct Leadership Lesson for Each Week of the Year & Get Off Your Horse! 52 Succinct Leadership Lessons from U.S. Presidents. Currently, Bret serves as an instructor, investigative consultant, and as an expert witness for 21st Century Learning & Consulting LLC (www.21puzzles.com).
Paul Brown, Vice President, Professional and Technical Standards, Florida Institute of CPAs
Paul Brown joined the FICPA in November 1992 and is the VP of Professional and Technical Standards for the Florida Institute of CPAs (FICPA). One of Paul's main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program. The program administers approximately 350 reviews annually in Florida and oversees approximately 90 peer reviewers. Paul also assists members in the areas of professional ethics and professional standards. As part of his role in the peer review program Paul has previously been an instructor and author of continuing education programs for the AICPA and FICPA, for which he had received several outstanding discussion leader and author awards. Paul serves on the AICPA's Peer Review Standards Task Force, Technical Reviewers Advisory Task Force to the Peer Review Board and serves as staff liaison to two committees of the FICPA.
Non-Member Price $1,050.00
Member Price $800.00