CPE Catalog & Events

Most firms want to use AI for the client-facing work that actually grows a practice, such as drafting communications, summarizing engagements, and preparing for advisory conversations. Many also stall, because the rules on what's safe with client data feel murky. This session draws the line between AI use that's safe and AI use that creates disclosure risk under IRC §7216. You will be shown how to write an acceptable-use policy that lets staff use AI for client relationship work without the firm losing control of client data. Speaker  Jatin Narang, Founder and CEO, Verito Jatin Narang is co-founder and Chief Executive Officer of Verito Technologies, a cloud hosting and managed IT company built exclusively for tax and accounting firms. He leads product, operations, and technology strategy for a company serving hundreds of practices nationwide, from small firms to multi-partner firms. With 10 years in accounting technology, Jatin has worked directly with firm owners on infrastructure modernization, cloud migration, and IT security compliance. A Forbes Technology Council member, he has presented at Thomson Reuters Synergy and delivered webinars for NATP, NAEA, and NSA. He is co-author of Beyond Best Practices: Modernizing the Successful Accounting Firm. Camren Majors, Co-Founder and CRO, Verito Camren Majors is co-founder and Chief Revenue Officer of Verito Technologies, a cloud hosting and managed IT company built exclusively for tax and accounting firms. He leads marketing, growth, and revenue strategy for the company, serving hundreds of practices nationwide, from small firms to multi-partner firms. With 10 years in accounting technology, Cam has worked directly with firm owners on infrastructure modernization, cloud migration, and IT security compliance. He has contributed to NATP TAXPRO Magazine and presented webinars for NATP, NAEA, and NSA. He is co-author of Beyond Best Practices: Modernizing the Successful Accounting Firm.  

Drawing on fresh data from Blue J and CPA.com’s "2026 AI Tax Research Solution Outlook Report," this session explores how accounting firms are shifting from trying AI to relying on it, and what this means for the future of the profession. From deepening client relationships to placing a greater emphasis on practitioner judgment, AI adopters are prioritizing human experiences and the uniquely human skills AI can’t replace. Hear what these changes mean for your firm, and gain practical strategies to make the most of your own AI transformation. Speaker  Ankit Dhawan, Partnerships Manager, Blue J Ankit Dhawan is a Partnerships Manager at Blue J, where he leads strategic relationships with national tax associations, accounting networks, and technology partners to expand the reach and impact of Blue J’s AI-powered tax research platform.  

Get the Inside Scoop on Florida’s 2026 Election Results and What’s Ahead for CPAs  The FICPA Governmental Affairs Team invites all members to join an important Post-Election Special Town Hall session on Thursday, Nov. 12, at 10 a.m. With the 2026 midterm election taking place on Nov. 3 and the 2027 Legislative Session quickly approaching, there’s a lot at stake for Florida’s CPA profession. Join FICPA Chief External Affairs Officer Jason Harrell and the Governmental Affairs team for an exclusive, post-election briefing on what the 2026 results mean for CPAs and the profession. We’ll break down the election results, discuss the new lawmakers and leaders who will be taking the reins, and provide insight into the key issues that could shape the profession during the upcoming 2027 Legislative Session.  What does it all mean for you and your license? What issues should you be watching? And what can you do to help protect the profession? Tune in for the answers and get the inside scoop directly from the FICPA team working on your behalf.  The FICPA has been hard at work behind the scenes advocating for the profession, protecting your license and making sure the voice of Florida CPAs is heard in Tallahassee. Now, we’re ready to share what we’re seeing - and what’s next. Don’t miss this important member-only Town Hall. Register today and make sure you’re tuned in on Nov. 12.

Every one of your business clients is at least one legal entity — and most are several. Each of those entities carries its own set of state obligations that have nothing to do with the tax return: annual reports, registered agent requirements, and foreign registrations in states the client may have stopped operating in years ago. When those obligations slip, the consequences land on your desk, in March, when the client can't get a good standing certificate for a loan closing, discovers a $400 Florida late fee that no one can waive, or learns the entity was administratively dissolved last September. November is the only month on the calendar when a firm can get ahead of all of it. Tax season is behind you and the 2027 compliance year hasn't started. Florida's annual report window opens January 1 and closes May 1, and every other state runs its own clock alongside it. This session is built for exactly that six-week gap. What We'll Cover We'll start with what actually happens to a business entity between January 1 and May 1 — in Florida first, and then in the states Florida clients most often carry entities in: Delaware, New York, Texas, and the Wyoming and Nevada . Those are LLCs clients form online without telling anyone. We'll draw a clear line between state registration obligations and tax filing obligations, and explain how a client can be fully current with the Department of Revenue while sitting in revoked status with the Secretary of State. From there, we'll walk through the four failure points that account for most lost good standing — dormant foreign registrations, outdated registered agent addresses, missed annual reports, and revoked or administratively dissolved status. We will show you how to spot each one in a client's entity portfolio, and what it actually costs to unwind. We'll close with a practical year-end entity review your firm can run across its client base in an afternoon, and a simple entity register template that turns a once-a-year fire drill into a repeatable, billable service. You'll leave With A clear picture of which entity deadlines reset on January 1 and which run on anniversary dates. A working understanding of Florida's 2027 annual report cycle, fees, penalties, and dissolution timeline. A four-point audit you can apply to any client's entity portfolio. A downloadable multi-state compliance calendar and entity register template. A model for offering entity compliance as a year-round service rather than a reactive cleanup. Speakers  Frank Tumminello, CEO and Co-founder, FileForms Frank Tumminello is the CEO and Co-Founder of FileForms, the compliance automation platform that handles entity formations, annual reports, registered agent services, foreign qualifications, and related state filings across all 50 states. Built API-first, FileForms powers compliance programs for more than 35,000 businesses and 2,000 professional services firms, and provides white-label compliance infrastructure to CPA firms, law firms, family offices, and fintech platforms. Before founding FileForms, Frank spent nearly a decade in private equity and investment banking. As Director of Corporate Development at Flores & Associates, a private equity–backed benefits administrator, he led eight acquisitions of third-party administrators and business compliance providers. Earlier, he was a Senior Associate at Century Equity Partners and an investment banking analyst at Oppenheimer & Co. and Raymond James. Frank is a frequent speaker and podcast guest on state compliance and the professional-services channel, including past appearances with the FICPA. He holds a B.S. in Physics from Bates College and is based in South Florida.   Ryan Mulligan, Head of Account Management, FileForms Ryan Mulligan leads Account Management at FileForms, where he works directly with accounting firms, law firms, and multi-entity businesses to design and run their entity compliance programs — from registered agent coverage and annual report calendars to multi-state foreign qualifications and good standing remediation. Ryan brings 13 years of experience in corporate compliance services. He spent the majority of his career at Corporate Creations, one of the country's leading registered agent and corporate services providers, and continued with the business following its acquisition by Computershare, where he managed a team of account managers serving professional firms and their clients. That background gives him a practitioner's view of what actually goes wrong inside a client's entity portfolio and what it costs to fix. At FileForms, Ryan leads onboarding and ongoing account management for professional firms, bulk filers, and API partners.    

Join the FICPA’s legislative team and special guests for a boot camp approach to understanding Florida’s legislative process. During this two-hour course you will learn:• About the current political and legislative landscape in Florida.• Who’s who in the state legislature and Executive Branch.• The unique process for how a bill becomes a law.• How to become an advocate for the CPA profession within your community.• Best practices for what you need to know around the state Capitol. You will also hear about the goals and strategies for the FICPA’s Jan. 13, 2027 CPA Day at the Capitol in Tallahassee and why it’s in your best interest to participate. We will also offer a full training for those attending our January 13th CPA Day at the Capitol. Whether you're attending of not, you'll get the full rundown of our priorities and goals for the day.Whether you love politics and the legislative process or want to learn more about how key decisions impact the profession, register today!