N Dade/S Broward Generational Wealth (TB) and Automation on a Budget (AA)

Overview

Generational Wealth (TB) and Automation on a Budget (AA)

Building Generational Wealth with Real Estate
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Racheli Refael

In this engaging talk, Racheli explores why real estate remains one of the most powerful and reliable assets for building long-term wealth. She breaks down the key advantages of real estate, including cash flow, appreciation, tax benefits, and its role in creating financial stability and generational legacy. Whether you're a seasoned investor or just starting out, you'll gain practical insights into how real estate can serve as a core component of your overall wealth strategy.

Automation on a Budget: Practical Tools for Efficiency
Credit(s) and Type: 2 Accounting and Auditing
Speaker Name(s): Roberto Valdez

In this practical and insightful session, Roberto shares how small businesses and entrepreneurs can harness the power of automation without breaking the bank. He introduces affordable tools and simple strategies to streamline operations, save time, and boost productivity. Attendees will walk away with actionable tips and resources to start automating key tasks immediately—even with limited budgets.

Chapter Registration Contact
Name: Washti S Bajnath
Email: wsb1024@gmail.com
Phone: 954-290-5180

Member Cost $35.00
Non Member Cost $55.00

Register Online
Click "Add to Cart" button below.

Register by Phone
Call Member Services at (850) 224-2727

Register By Mail
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Mail your reservation payment to:
Florida Institute of CPAs
250 South Orange Ave, Suite 300P
Orlando, FL 32801
Please make checks payable to: Florida Institute of CPAs
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Login and Accessing the Meeting

Login: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here.

Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website.

You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.

Fees

Credits

Code

Vendor

Fields of Study

Wednesday, December 3rd

General Session

4:25pm - 5:25pm EST Building Generational Wealth with Real Estate

Racheli Refael, Loans 4U

Exact start and end time may vary

Credits: 1 - Technical Business

This session is available to registrants only.

Thursday, December 4th

General Session

5:30pm - 7:05pm EST Automation on a Budget: Practical Tools for Efficiency

Roberto Valdez, Product Owner and Director of Busines, Novogradac & Company LLP

Roberto Valdez

In his current role, he is a member of a CPA firm’s innovation team, responsible for supporting the development of effective software solutions and analytics reports and dashboards that provide value for internal and external stakeholders.

A Past President of ISACA South Florida, Rob is a motivated advocate for building trust in technology. He is an adjunct professor with Florida Atlantic University, and he has been featured in the Wall Street Journal, TechRepublic, and the South Florida Business Journal.

Credits: 2 - Accounting and Auditing

This session is available to registrants only.