CPE Catalog & Events

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):

Real Estate Structuring & Tax Optimization: Practical Strategies for CPAs Advising Real Estate Developers & Investors Credit(s) and Type: 1 Technical Business Speaker Name(s): Pedro Gonzalez CPA In this comprehensive session, Pedro Gonzalez will guide participants through critical aspects of real estate tax planning, financial structuring, and compliance. Attendees will gain insights into choosing the optimal business entity for real estate ventures, balancing control, liability, and tax efficiency. The session will also cover specialized topics such as partnership taxation in real estate, audit risk mitigation, and leveraging tax credits and incentives to enhance deal value. Financing Florida Condominiums & State Condominium Laws: A 2025 Update for CPACredit(s) and Type: 1 Technical Business Speaker Name(s): David Sheir David Sheir's presentation will provide a comprehensive overview of Florida's new condominium safety regulations, focusing on the recent mandate for milestone inspections and structural integrity reserve studies (SIRS). Creative Financing Options for Real Estate Investors: What CPAs Should Be WatchingCredit(s) and Type: 1 Technical Business Speaker Name(s): David Sheir This session will provide a focused overview of Florida’s newly enacted reserve funding and milestone inspection requirements for condominium associations, designed to improve building safety and financial accountability following recent legislative reforms. Chapter Registration Contact Name: Washti S Bajnath Email: wsb1024@gmail.com  Phone: 954-290-5180 Member Cost $35.00Non Member Cost $55.00 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 Ave, 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):   Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.

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:  

  Cost Segregation & Depreciation Strategies for you Client's AdvantageCredit(s) and Type: 1 Accounting & AuditingSpeaker Name(s): Robert Read and Daniel Boyd Robert Read and Daniel Boyd will present on cost segregation and advanced depreciation strategies aimed at maximizing tax savings for clients. Their session will cover practical applications including bonus depreciation, Section 179D, and repair regulations, while also addressing recent updates in OBBB legislation and their implications for future planning and advisory services. Chapter Registration Contact Name: Noah RubinEmail: noah.rubin@wellsfargoadvisors.com Meal Description Panera Bread & Einstein's Member Cost $20Non-Member Cost $30Register 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 32809Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):      

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.  

Generational Wealth (TB) and Automation on a Budget (AA) Building Generational Wealth with Real EstateCredit(s) and Type: 1 Technical Business Speaker Name(s): Racheli Refael In this engaging talk, Racheli explores why real estate remains one of the most powerful and reliable assets for building long-term wealth. She breaks down the key advantages of real estate, including cash flow, appreciation, tax benefits, and its role in creating financial stability and generational legacy. Whether you're a seasoned investor or just starting out, you'll gain practical insights into how real estate can serve as a core component of your overall wealth strategy. Automation on a Budget: Practical Tools for EfficiencyCredit(s) and Type: 2 Accounting and Auditing Speaker Name(s): Roberto Valdez In this practical and insightful session, Roberto shares how small businesses and entrepreneurs can harness the power of automation without breaking the bank. He introduces affordable tools and simple strategies to streamline operations, save time, and boost productivity. Attendees will walk away with actionable tips and resources to start automating key tasks immediately—even with limited budgets. Chapter Registration Contact Name: Washti S Bajnath Email: wsb1024@gmail.com  Phone: 954-290-5180 Member Cost $35.00Non Member Cost $55.00 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 Ave, 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):   Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.