CPE Catalog & Events

Please note that the times noted for this event are EST.   Property Tax: An Introductory Overview with Savings Strategies Credit(s) and Type: 1 Technical Business Speaker Name: Brendan Baker Join us for this practical, easy-to-follow session covering the basics of real and personal property taxes. We’ll break down key terms, valuation methods, and important deadlines, with a closer look at Florida, Georgia, and Alabama procedures. You’ll also learn about exemptions, abatements, and smart strategies for filing and appeals. We’ll wrap up with real-life savings examples and time for your questions!   Meal Description One Breakfast or Lunch Meal is included in registration. Click here to view menu.   Member Cost $30 Non Member Cost $45 Register OnlineClick "Register Myself" button above. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions. Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):   

Accounting and Auditing Update Credit(s) and Type: 2 Accounting and Auditing Speaker Name: Misty Price, Ph.D., CPA Chapter Registration Contact Name: David A. Dorsey, C.P.A. Email: david@davidadorsey.com  Phone: 727-846-0556 Meal Description Order from menu. Non-alcoholic drinks are included in the cost. Cash bar is available. Member Cost $30.00 Non Member Cost $45.00   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions. Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):   The North Suncoast FICPA Chapter has nominated the following officers for this fiscal year 2025-2026.   Nominated for officers: • Chair: Linda Jacobson• Chair-Elect: Thomas Gruber• Secretary: Laura Violante• Treasurer: David Dorsey• Programing Officer: Marianne Grabowski Nominated for Board of Directors:• Terri Dallaire• Timmi Barker• G. Michael Stone  According to FICPA Policies and Procedures, Section VI (4), any one percent (1%) of voting members of the Chapter may petition and submit supplemental nominations for Officers and/or Board of Directors, provided that such nominations be filed with the Secretary prior to the date of the election of officers. Notice of such supplemental nominations shall be provided by the Secretary to all voting members at least ten days prior to the election of Officers and Board of Directors.  

Networking Social - Sponsored by Paychex Come unwind with other local Miami area professional at our Networking Social hosted by Paychex at JohnMartin's Irish Pub.  This is the perfect chance to connect with fellow CPAs, and mingle with friends of the profession. Enjoy a vibrant atmosphere with refreshing drinks, tasty lite bites, and great conversation.   Member Cost $20.00 Non Member/Guest Cost $35.00 2 Drink Tickets included along with light appetizers  Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727. Register By MailNot paying online? Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:  

Legislative UpdateCredit(s) and Type: 2 Technical BusinessSpeaker Name(s): Jason Harrell Presentation Overview: This presentation, led by Jason Harrell and hosted by the Florida Institute of CPAs (FICPA), will provide an in-depth discussion on current and emerging legislative topics impacting the accounting profession. Attendees will gain insights into recent state and federal policy developments, regulatory changes, and advocacy efforts relevant to CPAs and financial professionals. The session aims to equip participants with the knowledge needed to navigate the evolving legislative landscape and understand its implications for their practices and clients.   GASB UpdateCredit(s) and Type: 1 Accounting and AuditingSpeaker Name(s): Yvonne Clayborne Yvonne Clayborne will provide a GASB Update, reviewing new standards, effective dates, and key topics such as compensated absences, risk disclosures, and capital asset reporting. She will also share insights on forthcoming pronouncements, subsequent events, and other GASB initiatives.   Chapter Registration Contact Name: Allison VicroyEmail: avicroy@ask4ci.com Meal Description Panera Mixed Meals Member Cost $50Non-Member Cost $75 Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By Mail Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando, FL 32809Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable)      

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 TennimonIn 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 ReportCredit(s) and Type: 1 Technical BusinessSpeaker Name: Ryan HodappAn 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: $25Non-Member/Guest: $40 Lunch Buffet – Served at Approximately 12:00 PM Pan-Asian BuffetStarters: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 ContactAlicia Ansleyinfo@gardicpa.com   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.  

Join the Palm Beach Chapter for a laid-back social at Civil Society Brewing Company sponsored by Certified Payroll Advisors, LLC! Enjoy local craft brews, network with fellow CPAs and finance professionals, and unwind in a fun, casual atmosphere. Don’t miss this great opportunity to connect with local professionals!   Chapter Registration Contact Name: Priscilla ThomasevichPhone: pt@sawgrasscpa.com Name: John AdamsPhone: jgadams01@gmail.com Meal Description Drink Tickets and some lite bites are included with regisration.   Member Cost $5 Non Member Cost $5 Special pricing due to our Sponsor!   Register OnlineClick "Add to Cart" button above Register by PhoneCall Member Services at (800) 342-3197. Register By Mail Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):   A Big Thank you to our Sponsor, Certified Payroll Advisors, LLC!

Audit Risk AssessmentCredit(s) and Type: 1 Accounting and AuditingSpeaker Name: Lita McHugh Join Inspector General Lita McHugh as she provides an overview of the Audit Risk Assessment process, focusing on the general risk assessment work flow used to identify and evaluate risks across organizational operations. This presentation will outline key steps in the work flow, criteria for assessing risk impact and likelihood, and how results inform audit planning and resource allocation. Attendees will gain insights into building a risk-focused audit approach that enhances accountability, compliance, and operational effectiveness. Tax Collector’s Office for Polk CountyCredit(s) and Type: 1 Technical BusinessSpeaker Name: Joe Tedder In this comprehensive presentation, Tax Collector Joe Tedder provides an in-depth look at the foundational elements of the Tax Collector’s Office. Topics include the role and responsibilities of a Constitutional Office, funding structures, and the office's core guiding principles. The session also explores how performance is assessed through customer feedback, data collection, and key service impacts such as driver license operations and privatization trends. PCSO: Fraud Unit OverviewCredit(s) and Type: 1 Accounting and AuditingSpeaker Name: Steven Goreck Sergeant Steven Goreck presents an in-depth overview of the specialized Fraud Unit, composed of experienced detectives with backgrounds in special victim, general crime, and financial investigations. This session explores the wide scope of fraud-related crimes the unit handles, including embezzlements, identity theft, real estate fraud, counterfeit currency, and scams targeting vulnerable populations. Member Cost $75.00 Non Member Cost $115.00 Dinner is provided. Register OnlineClick "Register Myself" button above. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):

Ethics: Protecting the Integrity of Florida CPAs Credit(s) and Type: 4 Ethics Speaker Name: Paul Brown This Florida Board of Accountancy-approved ethics course, developed by the Florida Institute of CPAs (FICPA), provides CPAs with a comprehensive understanding of their ethical and professional responsibilities. Designed for CPAs in various professional roles and industries, this course explores ethical principles, regulatory requirements and emerging issues affecting the profession. Participants will gain insight into the Florida Statutes (Chapters 455 & 473) and Florida Administrative Code (FAC) (61H1), AICPA’s Code of Professional Conduct and general ethical behavior.  The course includes discussions on professional integrity, independence, objectivity, conflicts of interest fraud detection and prevention, compliance requirements, and equipping CPAs with the knowledge needed to navigate ethical dilemmas while maintaining public trust. This course meets the biennial ethics CPE requirement for Florida licensed CPA’s.   Meal Description:Breakfast bites will be served. Chapter Registration Contact:Daniel J. Roccanti, CPA Ph: 850-386-6184Email: Daniel.Roccanti@jmco.com   Member Cost: $115Non Member Cost: $175

  Join us as Jason Harrell of FICPA presents a Legislative Update offering CPAs timely insights on recent policy changes, regulatory developments, and issues shaping the profession. Don’t miss this opportunity to stay informed and prepared.   Legislative UpdateCredit(s) and Type: 2 Technical BusinessSpeaker Name: Jason Harrell Chapter Registration Contact Name: Priscilla ThomasevichPhone: pt@sawgrasscpa.com  Meal Description Catered Lunch Member Cost $35.00 Non Member Cost $55   Register OnlineClick "Add to Cart" button above Register by PhoneCall Member Services at (800) 342-3197. Register By Mail Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:  

Please note, this event is 5:00pm-7:00pm CST Tax season is over, and the only scary thing left should be the costumes! Come unwind, reconnect, and treat yourself (no tricks) to a brew or two with your colleagues.No costumes required but you are welcome to come dressed for the spooky season if you wish!       Chapter Registration Contact Name: Meg Hampton Email: meg.hampton@frazierdeeter.com Member Cost: $15  Non-Member Cost: $25 Registration includes up to two drinks. No food will be provided, however Pensacola Smokehouse is next door and offers carry out. Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.