Gulf Coast Chapter: Effective Insurance Audits & The Accelerating Converge of Technology 

Overview

Join the FICPA Gulf Coast Chapter for an engaging session covering two timely topics. Discover how artificial intelligence is transforming the accounting profession and what CPAs need to know to stay ahead. You’ll also gain valuable insights on how CPAs can add measurable value in Workers’ Comp and General Liability audits by helping clients prepare, reduce risks, and ensure compliance.

SPONSORS

The Accountant’s Guide to Client Insurance Audits 
Credit(s) and Type: 1 Technical Business 
Speakers Name: Jamie Agee & Drew Tennimon

In this session, Jamie Agee and Drew Tennimon will help CPAs support clients through insurance audits, with a focus on Workers’ Comp and General Liability policies. Participants will learn how to prepare essential records, avoid common audit mistakes, and stay compliant with requirements. The speakers will also show how CPAs can add value by reducing client risk and preventing unexpected costs.

The Investment Opportunity Report
Credit(s) and Type: 1 Technical Business
Speaker Name: Ryan Hodapp

An overview of the accelerating convergence of technologies such as artificial intelligence, robotics, blockchain, genomics, and space innovation, and their impact on global markets. Based on ARK Invest’s Investment Opportunity Report, the program highlights five key innovation platforms reshaping the economy: Next Generation Internet, Autonomous Technology and Robotics, Digital Assets and Fintech Innovation, Genomic Revolution, and Space Exploration and Defense. Includes analysis of investment risks, market disruptors, and the role of innovation in transforming industries and everyday life.

Member Cost: $25
Non-Member/Guest: $40 
Lunch Buffet – Served at Approximately 12:00 PM

Pan-Asian Buffet

Starters:

Green Papaya Slaw – Crisp and refreshing.
Tossed Asian Salad – A vibrant mix of greens, edamame, bell peppers, mandarin oranges, crispy wonton strips, and orange-ginger dressing.

Entrées:

Beef Teriyaki – Tenderloin tips in a rich, traditional teriyaki glaze.
Pan-Seared Mahi Mahi – Lightly seared and topped with savory miso butter.

Sides:

Stir-Fried Vegetables – Colorful, lightly seasoned vegetables.
Vegetable Fried Rice – Flavorful rice stir-fried with mixed vegetables.

Desserts:

Pineapple Upside-Down Cake – Sweet and moist with caramelized pineapple.
Crème Brûlée – Smooth custard with a crisp, caramelized sugar top.

Chapter Contact
Alicia Ansley
info@gardicpa.com

Register Online
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Register by Phone
Call Member Services at (800) 342-3197.