CPE Catalog & Events
Understanding Unlicensed Activity for Florida’s CPAs
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Online
1.0 Credits
This webinar provides a foundational understanding of the unlicensed activity (ULA) efforts that DBPR undertakes to protect Floridians daily. Participants will be exposed to the most frequently closed complaints received by the Department and will have a better understanding of resources available to them to educate their clients. Speaker Bio(s) Kevin Brown, Program Manager, DBPR Kevin Brown is a committed public sector professional with a solid foundation in program leadership, nonprofit development, and administrative operations. He currently serves as a Program Manager with the Division of Certified Public Accounting, where he leads a team supporting agency-wide initiatives in planning, process improvement, and strategic coordination. A three-time graduate of the University of Florida, Kevin holds master’s degrees in management and in family, youth and community sciences with a concentration in nonprofit organization development. His thoughtful approach to program design is rooted in both academic training and real-world experience. Outside of his state role, Kevin is actively involved in Gainesville’s nonprofit and volunteer community. Whether in government or the community, Kevin focuses on practical solutions, strong teams and meaningful impact. Heather Page, Chief Attorney, DBPR Heather Page is a Chief Attorney in the Office of General for the Division of Certified Public Accounting. She has been with DBPR since 2020, starting in the Office of General Counsel for the Division of Real Estate before moving into her current role. She attended the University of Central Florida for her bachelor’s degree and the University of Florida for her Law Degree. She started her legal career at the State Attorney’s Office in Orlando and rose to the level of Special Victims Prosecutor. She participated in 49 jury trials, with the role of first chair in 32 of them. Following her time at the State Attorney’s office, she moved to a role providing civil defense to corporations and individuals. She resides in Orlando, and in her free time, she enjoys going to the theme parks with her husband and daughter.
Build a Scalable (and Sellable) Firm Through Advisory Services
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Online
1.0 Credits
Learn how to incorporate CFO advisory services into your firm to make it both scalable (increased revenue without a substantial increase in cost) and sellable (allowing the firm to generate a consistent stream of revenue that does not depend on the firm owner). Speaker Bio(s) Adam Lean, Co-founder & CEO of The CFO Project Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled and sold both of those businesses. While helping other business owners, he realized his passion was teaching and providing them with tools to help them make more money and have peace-of-mind. He currently runs The CFO Project, a training company that turns accountants and bookkeepers into high-earning CFOs for small businesses.
S Corporation vs. LLC: Choosing the Right Structure for Your Clients
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Online
1.0 Credits
While S Corporations and Limited Liability Companies (LLCs) are similar because they provide liability protection for business owners and allow for pass-through tax treatment, there are many differences as to how they are operated, complied with, and taxed. You must stay up to date on entity advantages to assist your clients in choosing which entity is best for their business. Speaker Bio(s) Nellie Akalp A pioneer in the online legal document filing space since 1997, Nellie Akalp has helped more than half a million small businesses and licensed professionals start and maintain companies across the U.S., most recently through her Inc.5000 recognized company, CorpNet.com. She closely follows trends in the industry and shares her wealth of knowledge across various CPA and small business communities, establishing her as one of the most prominent influential experts on business startup and compliance matters.