CPE Catalog & Events

NOTE Event will be CST 11:30 am -1:00 pm Fueling the Local Economy: The GCSC Mission for 2026 and BeyondCredit(s) and Type: 1 Techincal BusinessSpeaker Name: Glen McDonald Join us for an engaging discussion on how Gulf Coast State College is helping fuel the local economy and prepare the next generation of business leaders. This session will provide an overview of the college’s mission, strategic direction for 2026 and beyond, and its impact on workforce development in our region.Topics will include: Introduction & College Overview Empowering the Next Generation of Business Leaders Economic Impact & Community Support This event is open to all members and guests. We look forward to seeing you there! Meal Description: Attendees can order from the menu. Click here to view menu. Member Cost $30 Non Member Cost $45 Event Chapter Contact David Smith, CPAChair Elect-FICPA Miracle Strip Chapterdavidsmith@windstream.net  Register OnlineClick "Add To Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.

Florida Sales and Use TaxCredit(s) and Type: 2 Technical BusinessSpeaker Name(s): James Sutton CPA Esq. This course provides CPAs with a practical understanding of Florida sales and use tax, focusing on real-world compliance challenges, audit risks, and emerging legislative changes. It highlights common pitfalls businesses face, including nexus exposure, improper exemption documentation, and frequently missed taxable transactions. Attendees will learn how to identify and mitigate risk areas, as well as strategies for correcting past errors through voluntary disclosure agreements. The session also offers insight into current enforcement trends and how they impact various industries. Overall, the course is designed to help practitioners better advise clients and navigate Florida’s complex sales tax environment.   Uncertainty Now, Better Foundation LaterCredit(s) and Type: 1 Technical BusinessSpeaker Name(s): Randy Coleman   Registration Cost Members: $45 Non-Member: $70 Variety of meals from Panera Bread will be offered.   Chapter Registration Contact Name: Allison VicoryEmail: avicroy21@gmail.com   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)

Learn how retirement planning has changed and what that means for businesses with Mr. DiMatteo as he discusses how the field is evolving. He will cover topics such as fiduciary responsibilities and SECURE Acts to help you prepare for your and your clients' futures. The Evolving Retirement Plan Landscape: SECURE Acts and Fiduciary Considerations for Business OwnersCredit(s) and Type: 1 Technical BusinessSpeaker: Michael DiMatteo, CPFA Member Cost $10.00 (this discounted price is thanks to our Sponsor!)Non-Member Cost $15.00Chapter 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.   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Proudly sponsored by Target Retirement Solutions.

2025 Tax UpdateCredit(s) and Type: 1 Accounting and Auditing Speaker Name(s): Rob Valdez, CPA, CISA, CISM As organizations adopt AI-enabled tools, auditors need to understand not only what AI is, but also how it can affect risk assessment, control design, reliability of evidence, and the overall audit approach.This session provides a practical overview of AI from an auditor’s perspective. It introduces common forms of AI in business settings, discusses key risks such as data quality, bias, opacity, overreliance, and unauthorized changes, and explains how these risks may influence audit planning and procedures. Meal Description A delicious selection of breakfast items from Panera Bread, as well as coffee and juices.   Chapter Registration Contact Name: Noah RubinEmail: noah.rubin@wellsfargoadvisors.com Phone: 561-338-8013 Member Cost $20Non-Member Cost $30   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.

Join us for a forward-looking MAP discussion on managing risk in today’s changing environment. We’ll cover key questions around controls, client acceptance, service offerings, and the impact of new technology and regulations. Walk away with practical ideas to strengthen your firm and stay ahead of what’s next. "Risk and Quality Control"Credit(s) and Type: 2 Technical Business Speaker Name: Jack Fintz, CPA   Chapter Registration Contact Name: Jack Fintz Email: jack@fintzcpa.com  Phone: 954-440-0320 Member Cost $15 Non Member Cost $25       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.

Valuations for Stock Compensation - ASC 718Credit(s) and Type: 2 Accounting & AuditingSpeaker Name(s): Arlene Ravalo-Jao We are closing out our 2025–2026 year with 2 hours of Accounting & Auditing (AA) credit on an important and timely topic: Valuation for Stock Compensation. This session will provide a comprehensive overview of current valuation considerations for equity-based compensation, including key accounting standards and emerging guidance affecting private companies and their advisors. Chapter ContactName: Washti S Bajnath Email: wsb1024@gmail.com   Phone: 954-290-5180 Member Cost $25.00Non Member Cost $35.00 Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727 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 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.  

Please note, this event is 8:30am-1:00pm CDT Ethics: Protecting the Integrity of Florida CPAs Credit(s) and Type: 4 Ethics Speaker Name: Paul Brown Meal Description One Breakfast Meal is included in registration. Click here to view menu. Cost:Member: $115Non Member: $175 click here for details on becoming a member today and take advantage of member pricing 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):  

Join your follow Southwest Chapter voting members and cast your vote for your Chapter Officers.  The following officers have been nominated for officer positionsd for the 2026-2027 Chapter year. Nominated for Officers:• Chair: William Barnett, CPA• Chair-Elect: Asha Vyas, CPA• Treasurer: Vacant• Secretary: Vacant• Programming Officer: Vacant    Register OnlineClick "Check Out" button above.   All FICPA voting members of the Atlantic Chapter have the right to participate in the election of incoming chapter officers. Voting will take place during the virtual election meeting via Zoom polling. Your participation is important in helping shape the leadership and future direction of your chapter.

  An Evening of Elevated Connections Join us for an engaging evening social designed to bring together attorneys, bankers, and CPAs in a relaxed, welcoming atmosphere. This is a great opportunity to connect with fellow professionals, exchange ideas, and build meaningful relationships across industries while enjoying great conversation.Guests will be treated to a curated selection of light bites, along with beer and wine, creating the perfect setting to unwind after the workday and expand your network. Whether you're looking to strengthen existing connections or meet new colleagues, this event offers a comfortable space to do both.   Member Cost: $10.00Non Member Cost $15.00 Chapter ContactName: Faheemah GarzonEmail: FaheemahG@ficpa.org   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.   Proudly sponsored by USI Insurance Services and EPGD Law.      

Ethics- Protecting the Integrity of Florida CPAs Credit(s) and Type: 4 Ethics Speaker Name: Bonnie Mackey Member Cost $115.00 Non Member Cost $175.00 Lunch will be provided. 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: Attn: Jennifer JohnsonFlorida 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 MAP discussion focused on growth and visibility in today’s competitive landscape. We’ll explore key questions around effective self-promotion, networking strategies, referral sources, and which organizations are worth your time and involvement. We’ll also discuss the role of advertising, organic growth, and acquisitions in building a sustainable firm. Walk away with practical ideas to elevate your presence and drive meaningful growth. "Firm Development"Credit(s) and Type: 2 Technical Business Speaker Name: Jack Fintz, CPA   Chapter Registration Contact Name: Jack Fintz Email: jack@fintzcpa.com  Phone: 954-440-0320 Member Cost $15 Non Member Cost $25       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.

  Be Part of the Next Step Join us for The Future of Accounting: Voices Across Every Level, a panel discussion bringing together professionals from across the accounting spectrum, including office managing partners and entry level talent. The conversation will explore how the profession is evolving at every stage, with insights on leadership, career growth, and what the future of accounting looks like from multiple perspectives across the industry. Featuring Moderator: Ernesto Diaz, Principal, Kaufman Rossin  Panelists: Craig Armstrong, CPA, Managing Partner, Veridian Accountants & AdvisorsMaykol Au, CPA, Tax Senior Manager, EYKatherine Puig, CPA, Audit Manager, Sharff, Wittmer, Kurtz, Jackson & Diaz P.A. Julian Dominguez, Tax Intern, Kaufman Rossin Guests will be treated to a selection of light bites provided by Sushi Maki, along with beer and wine.   Member Cost: $10.00Non Member Cost $15.00 Chapter ContactName: Ernesto DiazEmail: EDiaz@KaufmanRossin.com   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.   Proudly sponsored by Kaufman Rossin.