CPE Catalog & Events

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, Chief External Affairs Officer Jason Harrell is the FICPA Chief External Affairs Officer responsible for leading all aspects of the Institute’s public policy, advocacy, governmental affairs and regulatory affairs. He serves as the liaison to the DBPR and Board of Accountancy and is responsible for all advocacy-related external communications and campaigns to increase the value of the CPA license. Member Cost $15 Non Member Cost $25   Meal Description Hors D'oeuvres Will Be Served Register 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  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):

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:  

Join us for an engaging session with the FICPA Sailfish Chapter as we explore key strategies in Estate Planning and 1031 Exchanges. This program will provide valuable insights for CPAs, financial professionals, and advisors working with clients on tax planning and wealth management. Dinner will be served, and CPE credit is available. Sponsored By: Estate Planning and 1031 ExchangesCredit(s) and Type: 2 Technical Business Speaker Name: Denny Artache This presentation will cover practical estate planning techniques to help clients preserve wealth and minimize tax burdens. We’ll also explore the latest updates on 1031 Exchanges under current law, including key considerations for investors and advisors. If time allows, our speaker, Denny Artache, will provide insights on opportunities and benefits within enterprise zones. Meal Description SamonEggplant ParmChopped Steak Member: $45Non Member: $70 Chapter Registration ContactDaniel Kushner - dskcpa@bellsouth.net Register OnlineClick "Add to Cart" button below. 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):  

  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):      

  MAP Roundtable - "Year in Review: The New Normal"Credit(s) and Type: 2 Technical Business Speaker Name: Jack Fintz   Chapter Registration Contact Name: Jack Fintz Email: jack@fintzcpa.com  Phone: 954-440-0320 Member Cost $15 Non Member Cost $25 Register OnlineClick "Add to Cart" button above. 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 S Park 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):   Special Message Moderated by MAP Director and past Chapter Chair,  Jack Fintz     ALL CPE IS SUBJECT TO DBPR APPROVAL This will be a Zoom Meeting. Once registered you will receive an email with call-in information.   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.

  Join us for an evening of connection and community! This is the perfect opportunity to grab a drink, meet fellow local professionals, and spark new conversations. Whether you’re looking to expand your network or simply enjoy a relaxed night out, you’ll find a fun and welcoming atmosphere waiting for you.   Member Cost $10.00 Non Member/Guest Cost $15.00 Includes one glass of wine   Chapter ContactCamila Arcila CArcila@hco.com 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 Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:

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.  

Join us for an evening of insight and innovation! We’re bringing together professionals from across accounting, consulting, family offices, and startups for a lively panel discussion on agentic AI, automation, and the future of finance. Hear diverse perspectives on how AI is transforming the industry today and where it’s headed tomorrow. From practical implementation to long-term impact, discover what AI can (and can’t) do for accounting and finance. A BIG THANKS to EY for generously sponsoring this event and helping reduce costs for attendees. Following the discussion, attendees are encouraged to continue the conversation and network with peers at a casual social gathering downstairs at Casadonna, located in the same building. Come ready to connect, learn, and be part of the conversation shaping the future of our field.   Panelist: • Maria Castro Cantillana, EY     • Matthew Vega Sanz, Lula     • Jose Rasco     • Emil Man Moderator:  Mihai Bote   Event Cost $25.00 Chapter ContactMike Woodmwood@gemrtcpa.com  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 Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:

Social Security Planning Credit(s) and Type: 1 Technical Business Speaker Name(s): Justin Jacobs Integrating Social Security into Your Retirement Planning is designed to help individuals understand the vital role Social Security can play in a well-rounded retirement strategy. Presented by Justin Jacobs, this session will cover the basics of Social Security, key factors to consider when deciding when to begin receiving benefits, and how Social Security fits into your overall financial planning. The presentation will also explore lesser-known aspects such as non-retirement benefits, spouse and survivor benefits, and what options are available for dependents and divorced spouses. Attendees will gain practical insights to help them make informed decisions for a more secure retirement. Planning Ahead for FamiliesCredit(s) and Type: 1 Technical Business Speaker Name(s): Justin Jacobs Raising Money-Savvy Kids is a practical and engaging session focused on teaching children the value of money and the fundamentals of smart financial habits. Led by Justin Jacobs, this presentation will emphasize age-appropriate strategies for introducing budgeting, saving, and responsible spending to kids. It will also touch on current investment strategies that parents can use to support their children’s financial future, helping to build a strong foundation for long-term success. Planning for Retirement, Aging and LegacyCredit(s) and Type: 1 Technical Business Speaker Name(s): Justin Jacobs Securing Your Legacy is a comprehensive presentation designed to help you take control of your financial future and ensure peace of mind for yourself and your loved ones. This session will cover essential topics such as understanding Social Security, effective retirement income planning, and the benefits and considerations of retirement rollovers. Attendees will gain valuable insights into how to preserve wealth, maximize income in retirement, and make informed decisions that support long-term financial goals. 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.

Pickleball, Pints & Professionals: Serving Up Connections Join the Suncoast Chapter of the FICPA for Open Play at Pickle & Pint!No experience needed,  just bring your energy! Enjoy pickleball, great food, and drinks with fellow professionals. All are welcome! Sponsored by: Valley Bank Member Cost $25.00 Non Member Cost $35.00 Registration includes playing time, pizza and small bites    Chapter Contact Alex Varidin Cell: (727)-240-2138varidina@stifel.com   Register 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  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):  

Join us for an engaging session featuring a GASB Update, insights on how digital technologies can help manage and grow a business, and the latest on the One Big Beautiful Bill. Stay informed, connect with peers, and gain valuable updates that impact our profession.   Chapter Registration Contact Trisha Floydabigail@rfcpas.net GASB UpdateCredit(s) and Type: 1 Accounting and AuditingSpeaker(s) Julie Fowler & Brad Wenninger This session will address key challenges related to the implementation of GASB Statement No. 101, highlighting areas that may present difficulties for state and local governments as they adopt the new standard. In addition, we will review upcoming GASB pronouncements, discussing their scope, effective dates, and the potential impact they may have on governmental financial reporting.  The Future Is Now: How digital technologies can help manage and grow a businessCredit(s) and Type: 1 Technical BusinessSpeaker: Name: Jeremy Hillman This session will give attendees a greater understanding of what digital technologies such as Automation, Power B.I., and A.I. are being used by organizations in health care, what they are, how they work, and what impact they are making on clinical, operational, and financial outcomes. One Big Beautiful Bill UpdateCredit(s) and Type: 1 Technical BusinessSpeaker(s) Name: Ashlyn VanDenDriessche & Rhett Causby Business Tax Topics include depreciation (bonus depreciation, qualified production property, cost segregation, Section 179), Section 174 and R&D, available and repealed credits, industry-specific issues (UNICAP, Sec. 1202 stock, opportunity zones, construction contracts, farmland sales), other areas such as interest, ERC, and charitable deductions, and administrative items like updated 1099 requirements and the exclusion of tips/overtime from tax.International Considerations cover the foreign tax credit, deemed paid credit, sourcing income, intangible income, BEAT, and other cross-border provisions.Individual Tax Topics include tax rates and deductions, TCJA items still in effect, and the exclusion of tips and overtime from taxable income.   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):    Sponsored By:  

  Join our Central Florida Chapter for an evening of networking and friendly competition at PopStroke! Your ticket includes mini-golf, light appetizers, and access to a reserved networking area. Cash bar available on site.   Chapter Registration Contact Leah Lewisleah@blueheronbk.com   Member Cost: $50Non-Member Cost: $75Lite bites and drink tickets are included in your registration. Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727      

  The North Dade / South Broward Chapter is excited to host our next social and we can’t wait to see you there! Join us for an evening of networking, great conversations, and delicious bites with friends and colleagues from across the community. Don’t miss this chance to reconnect, make new connections, and celebrate being back together again!   Chapter Registration Contact Name: Faheemah GarzonEmail: faheemahg@ficpa.org    Member Cost $20.00Non Member Cost $30.00FICPA will be providing a few appetizers for the group.Please note: After your first drink ticket or after 6 PM, drinks will be available for purchase on your own. 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):    

Come join the Palm Beach Chapter for a fun evening at Lighthouse Cove Mini Golf, proudly sponsored by Chase Bank!  Enjoy delicious light bites, refreshing drinks, and great company as you mingle with fellow CPAs and finance professionals. Then, hit the course for some laid-back mini golf in a casual, welcoming atmosphere. It’s the perfect chance to relax, connect, and have a little fun. You won’t want to miss it! Chapter Registration Contact Name: John AdamsPhone: jgadams01@gmail.com Meal Description A Tex Mex Buffet, 2 drink tickets (beer, wine, or hard seltzers) and unlimited refillable non-alcoholic beverages Member Cost $20 Non Member Cost $30 Discounted 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):  

Join us for an evening of fun, food, and networking with your fellow CPAs and friends! The FICPA Mid-Florida Chapter is hosting a casual social at Clermont Brewing Company—a perfect spot to relax, connect, and unwind after a busy day.   Cost: Member: $10Non-Member: $10Registration includes 1 drink ticket and lite bites Chapter Registration Contact Name: Ivelisse BarnesEmail: Ivelisse@ficpa.org   Register OnlineClick "Add to Cart" button above. Register by PhoneCall Member Services at (800) 342-3197. Register By MailMail your reservation payment to:250 S Orange Ave, Ste 300P Orlando, FL 32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable)  

Please note that the times noted for this event are EST.   Join the FICPA Miracle Strip Chapter for an exclusive event featuring representatives from St. Joe Company and the St. Joe Community Foundation. Learn about current and upcoming developments across Northwest Florida and gain insight into the Foundation’s grant process and community impact. St. Joe Developments & Plans and St. Joe Foundation/Grant Process Credit(s) and Type: 1 Technical Business Speaker Name(s): April Wilkes and Mary Beth Lovingood  Meal Description One Breakfast or Lunch Meal is included in registration. Click here to view menu. Member Cost $30 Non Member Cost $45   Register OnlineClick the "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailMail 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):     

Join the FICPA N Suncoast Chapter for an exclusive session featuring insights from our local Property Appraiser and Tax Collector. This presentation will provide valuable updates on property assessments, tax collection processes, and key issues impacting our community and profession. The Pasco County Property AppraiserCredit(s) and Type: 1 Technical BusinessSpeaker Name: Mike Wells, Property Appraiser Presentation by the Pasco County Tax CollectorCredit(s) and Type: 1 Technical BusinessSpeaker Name: Mike Fasano, Tax Collector Chapter Registration Contact Name: David A. Dorsey, C.P.A. Email: david@davidadorsey.com  Phone: 727-846-0556 Meal Description Order from menu. Cash bar available. Member Cost $35.00 Non-Member Cost $55.00 Register 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  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):      

  Fall Social - Sponsored by: Guess what? We’re back with our first social in a while! Join us at the iconic Ford’s Garage in Fort Myers for a night of good food, great drinks, and even better company. After a busy season, this is your chance to kick back, reconnect with colleagues, and meet new friends in the profession. Expect a relaxed atmosphere, tasty light bites, refreshing drinks, and plenty of conversation to keep the evening rolling. Whether you’re catching up with familiar faces or making brand-new connections, this social is all about celebrating together. It’s been too long! so let’s raise a glass, share some laughs, and make this a night to remember. We can’t wait to see you there! Member Cost: $20Non-Member Cost: $30Lite bites and beer, house wine and seltzers included with registation. Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727   Space is limited so regsiter today!

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.

NOTE Event will be CST 11:30 am -1:00 pm Bed Taxes Sources and UsesCredit(s) and Type: 1 Technical Business Speaker Name: Dan Rowe Join us for an informative session with Dan Rowe, President of the Panama City Beach Visitors Bureau, as he explores the Tourist Development Tax (commonly known as the Bed Tax).The Bed Tax is a vital source of revenue for Bay County and Panama City Beach, funding important projects that support tourism, infrastructure, and community development. Dan will provide valuable insights into how these funds are generated, managed, and allocated—and the impact they have on both visitors and residents.Name: David SmithEmail: davidsmith@windstream.net Meal Description: One Breakfast or Lunch Meal is included in registration. Click here to view menu. Member Cost $30 Non Member Cost $45 Register OnlineClick "Register Myself" button above. 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  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):