CPE Catalog & Events

  Tax professionals that manage small business owners (and want to add more) will benefit from learning how to implement proactive tax planning. This course provides details of legislative changes over the past 10+ years regarding combining cash balance defined benefit plans with profit sharing/401k plans. Game-changing legislation for these hybrid plans is changing how small business owners and their tax advisors address growing concerns to reduce taxes, aggressively save for retirement, creditor protect assets, qualify for QBI tax deduction, reduce taxes at the sale of the company, succession plan to family members and more. About the Presenter Stephen Arnold, CRPS, a seasoned expert in retirement planning with over 20 years of experience, is the founder and CEO of Retirement Actuarial Services. With his Chartered Retirement Plan Specialist designation and a Series 65 Uniform Investment Adviser Law license, Stephen is recognized for his deep expertise in designing and managing retirement plans across various sectors.  Stephen is the author of the Amazon #1 new release and best-selling book Designer DB Plus® Game-Changing Tax Reduction & Retirement Strategy for Today’s Small Business Owners. He is a U.S. Marine and supporter of the ASPCA and Wounded Warriors. https://www.facebook.com/vitalitywealthadvisors, https://www.linkedin.com/company/vitality-wealth-advisors  

Audit is evolving - fast. With rising client expectations, increasing complexity and a new generation of professionals, firms are under growing pressure to rethink how audits are delivered. In this webinar, Inflo CEO and Founder Mark Edmondson will explore the broader shifts shaping the profession and why firms need to embrace a more modern, technology-enabled approach.  You’ll hear the story behind Inflo including its mission, the problems they set out to solve, and the role technology can play in creating more meaningful audit outcomes. This isn’t just about tools - it’s about reimagining how audits contribute to firm strategy, team engagement and long-term client value.  At the end of the session, you'll have a clearer view of where the profession is heading and how a purpose-driven, digital approach can support your firm’s future.     Speaker Bio Mark Edmondson is the visionary CEO of Inflo, driving global digital audit transformation by empowering firms to elevate audit quality, efficiency, and client value through cutting-edge technology. A thought leader in audit innovation, Mark collaborates with global leaders to revolutionize audit services and shape the future of the profession. His career spans from small-town practice to leading Big Four innovation initiatives. In addition to developing technology strategies and building stakeholder buy-in to drive meaningful change, Mark has authored A Better Axe and Partnering Up.

The FICPA invites its members to participate in the Annual Meeting and Town Hall! Join us for this complimentary one hour of CPE on July 23 from 1:00-2:00pm. During this virtual meeting and town hall, FICPA President & CEO Shelly Weir will share an update on the State of the Profession, review highlights from the 2024-25 FICPA Year, and explore what’s ahead in 2025-26. 

Join us for an in-depth, detailed demo of the Inflo platform and discover how it can optimize your audit processes. This session will showcase how Inflo’s cutting-edge, data-driven solution integrates automation and advanced features to transform the way audits are conducted.  We’ll explore Inflo Workpapers, highlighting how it reduces manual tasks, improves accuracy, and enables deeper strategic analysis. See firsthand how Inflo streamlines your workflow and learn how it drives value for firms aiming to stay ahead in the evolving auditing landscape.   Speaker Bio Savannah Graepel is a Digital Audit Senior Associate at Inflo. She collaborates with CPA firms globally to implement cutting-edge audit technology, drawing on more than three years of experience at KPMG where she advanced from Audit Associate to Senior Audit Associate. Savannah holds a Master’s in Accounting and Data Analytics from Virginia Tech and a BSBA in Accounting from Appalachian State University. Her early career also includes internships with Bank of America and KPMG’s MADA Program, building a strong foundation in both audit and financial analysis.

So, you’ve chosen your preferred audit tech, now bring it to life in your firm. This session will take you through Inflo’s proven implementation journey, focusing on how to seamlessly integrate Inflo Workpapers into your audit workflow. Learn about our collaborative approach, key strategies and practical milestones that ensure a smooth transition, allowing you to maximize the value of your investment. This session will give you the knowledge and confidence to embark on your implementation journey and align Inflo’s solutions with your firm’s growth and efficiency goals.   Speaker Bio Jonni Hubbs, CPA, CFE is Head of Audit Implementation Services at Inflo, where she leads firms through successful adoption of Inflo’s digital audit platform. With extensive experience from her previous role as Senior Manager at RSM US LLP, Jonni brings deep audit expertise and a passion for innovation. She guides firms in transforming their audit approach through cloud-based technology, data analytics, and modern methodologies. Jonni is known for her practical insight, collaborative leadership, and commitment to audit quality. She regularly engages with industry leaders to drive meaningful change in the profession.

     Member Appreciation Day: A Benefit of Belonging   Unlock Your Potential: An 8-Hour Free Virtual Experience  August 21, 2025 8 a.m. – 5 p.m. (Lunch break from 12 – 1 p.m.) Earn up to 8 hours of CPE.  Join us for a transformative 8-hour virtual event designed to provide FICPA members with valuable insights and practical skills in expert-led sessions.   Members will leave having: • Gained knowledge from industry leaders and subject matter experts through engaging presentations. • Participated in sessions that will equip them with practical tools and techniques to apply in their professional and personal lives. • Connected with and shared experiences through the online chat feature. • Heard diverse opinions on current trends, challenges, and opportunities in the accounting industry. • Real-time questions answered by experts, ensuring you leave with actionable insights. • Accessed a collection of resources and copies of presentations to support your ongoing learning journey. Watch for course updates and credit types as they are added to the event webpage, but topics being discussed may cover remote/hybrid work engagement levels, cloud-based accounting, CAS barriers and strategies, the power of AI, and global recruiting/hiring.    You do not have to attend all 8 sessions and you can receive partial credit for the day. This free CPE, a $399 value, is yours as a thank you for being a valued FICPA member.    Register as a Member: Free Register as a Nonmember: $399Not a FICPA member? Join now to attend free. (Member Benefits - Florida Institute of CPAs)

  Automating time-consuming manual tasks can save your firm hundreds of hours and thousands of dollars and help you attract and retain the next generation of CPAs who are tech-savvy. Maximizing ROI with technology also helps you foster a more dynamic, future-ready firm culture. Speaker: Joe Wroblewski, Senior Sales Engineer, SafeSend Joe Wroblewski is a Senior Sales Engineer with more than 10 years of experience working in tax and accounting technology. He leverages his expertise in areas such as client success, learning and development, and sales to help new and existing customers make an immediate impact when using the SafeSend Suite. He has held many roles at SafeSend but enjoys helping firms design workflows that best complement their specific needs.  LinkedIn: https://www.linkedin.com/company/safesend-one/  Facebook: https://www.facebook.com/safesend/   X: @SafeSend_One #SafeSendOne

Based on PwC’s 2025 Global Compliance Survey, this session equips accounting and compliance professionals with strategic insights on how compliance is shifting from a reactive control function to a forward-looking business enabler. The course focuses on regulatory complexity, ethics and fraud risk, governance alignment, and the future skillsets needed to operate in today’s dynamic compliance environment. PresentersMarc E Filer -  Director in PwC's Investigations & Forensics Practice in Washington D.C.  Sulaksh Shah - Partner in PwC’s Investigations & Forensic Services Practice in Washington D.C.