Jacksonville Infusion
7.0 Credits
Member Price $50.00
Non-Member Price $75.00
Overview
Jacksonville Infusion is back!
Jacksonville Infusion brings together CPAs and business professionals for a full day of timely CPE, practical insights, and conversations around the issues shaping the profession and Northeast Florida. This year’s program will feature 7 hours of CPE covering audit, tax strategies, CPA practice growth, business and legal issues, charitable giving, Downtown Jacksonville’s economic outlook, and the state of the CPA profession. Attendees will hear from local and industry experts while gaining practical knowledge they can take back to their firms, organizations, and clients.
Registration and Breakfast | 8:30am
Welcome and Opening Remarks | 9:00am
State of the Profession | 9:10am
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Amy Kistka, FICPA Chair, and Jason Harrell, FICPA Chief External Affairs Officer
The Hidden Hazards of Independent Contractors: Classification Mistakes, IP Ownership, Ethics Violations, & Non-Solicitation Agreements | 10:00am
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Laurie Lee, Esq.
Credits(s) and Type: 1 Technical Business
Speaker Names(s): April L. Arnold
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Rachael Wyant
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Amanda Sizemore, MAcc, MBA, Leslie Welsh, and Esther D. Nichols
Credit(s) and Type: 1 Accounting & Auditing
Speaker Name(s): Amber Dames and Todd Neville
Credit(s) and Type: 1 Technical Business
Speaker Name(s): Daniel J. Roccanti
Meal Description
A continental breakfast and lunch will be provided.
Chapter Registration Contact
Name: Alina Penjiyeva
Email: alinap@ficpa.org
Members: $50
Non-Members: $75
Register Online
Click "Add to Cart" button below.
Register by Phone
Call Member Services at (850) 224-2727.
Proudly sponsored by Florida Blue, First Citizens Bank, Paychex, and KBKG.
Thursday, November 5th
General Session
- Registration & Continental Breakfast
This session is available to registrants only.
General Session
- Welcome & Opening Remarks
This session is available to registrants only.
General Session
- State of the Profession
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.
Amy Kistka
Amy R. Kistka, CPA
Audit Managing Director and Marketplace Leader - Jacksonville Practice
Deloitte & Touche LLP
Amy Kistka is an audit managing director at Deloitte & Touche LLP. Amy is the marketplace leader for the Jacksonville practice.
Amy is a graduate of the University of North Florida, with a bachelor’s and master’s in Accounting.
Amy is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). Amy currently serves on the Board of Directors as Chair-Elect and the State Legislative Policy Committee of the FICPA and serves on the AICPA Council. In addition, Amy serves on the Board of Directors of City Year Jacksonville and the Accounting Advisory Board at the University of North Florida. Amy was selected as a Women of Influence in 2018 by the Jacksonville Business Journal.
Amy is mom to three sons and enjoys yoga and reading in her free time.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- The Hidden Hazards of Independent Contractors: Classification Mistakes, IP Ownership, Ethics Violations, & Non-Solicitation Agreements
Laurie Lee, President & Business Attorney, The Legal Department for Service Professionals, PALaurie Lee
Laurie has practiced business law for over twenty years. She opened her own law firm, The Legal Department for Service Professionals, in 2015 after recognizing the need for experienced and quality legal counsel for small professional service firms and practices. Since then, Laurie and her team at the Legal Department have served over 400 small businesses in Florida and that number is rapidly growing. Her goal is to share knowledge and provide advice so that educated, licensed, regulated professionals can gain confidence in starting and running their own businesses.
Laurie is AV Preeminent Peer Rated by Martindale-Hubbell ® (highest possible rating) and is rated on AVVO® as Superb: 10 out of 10. She was honored as the 2021 Women Business Owner of the Year from the JAX Chamber Professional Women's Council, the 2019 SBA North Florida Woman Owned Business of the Year, and the 2018 and 2022 Regional Volunteer of the Year Award from America's Small Business Development Center.
Laurie is involved in her professional community as a member of the Jacksonville Bar Association, past Chairman of the Fourth Judicial Circuit Attorney Grievance Review Committee, past Chairman of the Jacksonville Bar Corporate & Business Law Committee, and past vice-Chairman of the Jacksonville Bar Transactional Section and a member of the Florida Business Law Section.
In the business community, Laurie serves on the board of the North Florida Women Business Owners organization and the Jacksonville Women's Business Center. Previously, she served as the Chairman of the Advisory Council for the Small Business Development Center at UNF. Laurie gives back to the business community by offering legal workshops and webinars. She has conducted classes for Score, the SBDC, and most recently, she created a new course offering for the Jacksonville Women's Business Center called "Legal Matters".
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- How to Evaluate Nonprofits for Charitable Giving
Nicole Heineken, Tax Manager, Forvis Mazars
April Arnold, Director - Tax, Forvis Mazars LLP
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Lunch
This session is available to registrants only.
General Session
- The State of Downtown Jacksonville: Economic Growth, Investment, & Development
Rachael Wyant, Director of Research, Downtown Vision, Inc.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Building a Trusted CPA Practice: Growth, Reputation, & Relationships
Esther Nichols, Partner, The Nichols Group, PA
Amanda Bunk-Sizemore, Calibra CPA Tax & Accounting, PA
Leslie Welsh, Leslie Welsh CPA, Inc.
Credits: 1 - Technical Business
This session is available to registrants only.
General Session
- Break
This session is available to registrants only.
General Session
- Behind the Audit: What Auditors Look for, Test, & Find
Amber Dames, Audit Senior, Neville Wainio CPAs PLLC
Todd Neville, Managing Partner, Neville Wainio CPAs PLLC
Credits: 1 - Accounting and Auditing
This session is available to registrants only.
General Session
- Real Estate Tax Strategies: Deduct, Depreciate, & Defer
Daniel Roccanti, Tax Director, James Moore & Co, PL
Credits: 1 - Technical Business
This session is available to registrants only.
Non-Member Price $75.00
Member Price $50.00