CPE Catalog & Events

Join former IRS Agent Carlotta Thompson for training for those who want to transform their practice from a traditional compliance service into a profitable, strategy-driven firm.  In this session, she pulls back the curtain on the exact framework she’s used to help accountants across the country create revenue streams that don’t depend on billable hours — all while helping clients achieve transformational tax and financial results. You’ll learn how to shift from “tax preparer” to trusted strategist, how to structure your offerings for recurring, scalable income, and how to leverage proven tax and acquisition strategies that deliver tangible client ROI — and effortless profitability for you. Whether you’re solo, running a firm, or managing a team, this session will redefine how you think about value, revenue and the role you play in your clients’ wealth creation. Speaker Bio Carlotta Thompson, EA & Former IRS Agent When Carlotta was 14, she remembers becoming enthralled with a booklet on preparing taxes. She decided then that she wanted to work for the IRS, so she began studying tax law.  After a few years she realized that she had a bigger dream and mission to directly help business owners pay the least tax legally possible, so what began as a ministry has evolved into Carlotta Thompson and Associates.  Today alongside Tax Strategists of America she changes the lives of business owners with a mission of helping them pay the least amount of tax legally possible. 

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 Dec. 3, 2025 CPA Day at the Capitol in Tallahassee and why it’s in your best interest to participate.  Whether you love politics and the legislative process or want to learn more about how key decisions impact the profession, register today!

Finance & Accounting teams are stretched thin. You’re expected to close faster, risk less and extract predictive insight from tangled data - all while headcount and budgets stagnate. AI holds promise, but in practice most pilots stall. This 60-minute virtual panel discussion brings together experts from Eight Sleep, Proservartner and magentIQ to discuss practical, proven ways to drive operational impact across Finance & Accounting through AI. This session aims to help business leaders, not technology experts, identify high-impact use cases, build hybrid workflows that pair AI agents with finance professionals and avoid the common traps that derail automation efforts.  Register now to secure your virtual seat. After 20 November, the recording will be available on demand to all registrants. Speaker/Panelist Bios Ian Barkin, Co-founder / Co-CEO magentIQ With 25+ years of experience in digital operations, robotic process automation (RPA), intelligent automation, business process outsourcing (BPO) and the future of work, Ian Barkin is a seasoned leader and innovator in his field. He is the co-author of two books and the author of eight LinkedIn Learning courses on RPA, AI and Agentics, reaching millions of learners and professionals around the world. He is an advisor to leading process intelligence and low-code/no-code platform companies, Skan.ai, Ema.co, and PROCESIO.  Ian is the founding partner at 2B Ventures. He is a co-founder and former chief strategy and marketing officer of Symphony Ventures, a global leader in RPA and intelligent automation services that was acquired by SYKES in 2018. He is a passionate advocate of the 'worker of the future', and believes that RPA, AI, Agentics, and innovation can enable SMBs to unleash their best people and transform with a process-first approach. Nick Chammas, Chief Financial Officer – Eight Sleep Rakesh Sangani, CEO & Founder – Proservartner  David Brain, Co-Founder - magentIQ  

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.