CFO and Controller Conference

CFO and Controller Conference Live Stream
Thursday, March 26, 2020 - Friday, March 27, 2020
Tampa Airport Marriott - 4200 George J Bean Pkwy, Tampa, FL 33607-1474
8:00am - 5:05pm (opens at 7:15am) EST
Accounting and Auditing and Behavioral and Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

$460.00 Early Registration (through 02/19/2020)
$515.00 Regular Price
$710.00 Early Registration (through 02/19/2020)
$765.00 Regular Price
Course Type: CPE Conferences
Course Code: 19/IC
Level: Update
Vendor: Florida Institute of CPAs
Field of Study: Auditing, Accounting, Business Management & Organization, Economics, Management Services, Specialized Knowledge, Information Technology, Taxes


Image: Chair
William Bane, Chair, CFO &
Controller Conference

(Formerly the CPAs in Industry Conference)

CFOs and controllers help chart their company's future course.  Changes in today's workplace - from technology to culture - make planning for the next strategic step more challenging than ever.  The FICPA CFO and Controller Conference focuses on your unique needs as you navigate the ever-changing corporate sector.  Join us, as thought-leaders provide insight and solutions to your most pressing issues.

Becoming a Strategic Advisor for your Organization.

See you in Tampa or online for the live stream March 26-27, 2020!

CPE Credit

This Conference qualifies for up to 17 CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation. The type of credit earned depends on concurrent breakouts chosen.  Please indicate choice of breakouts on the registration form.


Follow the FICPA on Twitter @ficpa and use #ficpaIC to tweet about this conference.


Thursday, March 26, 2020

Registration & Continental Breakfast

Time: Thursday 7:15am - 8:00am

Introduction & Opening Remarks

Time: Thursday 8:00am - 8:10am

Florida Legislative Update

Time: Thursday 8:10am - 9:00am Credits: 1 TB

Learn about the latest legislation and high profile bills from the recent session.  Hear about how decisions will impact and influence the  CPA profession in the coming year.  Receive an update on how the FICPA's Legislative team  is focusing on these issues.


US Economic and Financial Market Outlook

Time: Thursday 9:00am - 9:50am Credits: 1 TB

Economic outlook for real growth, employment, profits, inflation, monetary and fiscal policy and interest rates. Special emphasis on Federal Reserve policy, short-term interest rates, long term interest rates, and credit spreads.


State Tax Complexities Post Wayfair-Part 1

Time: Thursday 10:05am - 10:55am Credits: 1 TB

The. U.S. Supreme Court's landmark decision in South Dakota vs Wayfair affects all types of businesses in various industries and locations around the world.  Ponder key questions that help you understand the impact and potential risks to your business and what is happening now.  Also hear how states are using Wayfair to enact income tax economic nexus standards.


State Tax Complexities Post Wayfair-Part 2

Time: Thursday 10:55am - 11:45am Credits: 1 TB

This is a continuation of Wayfair Waves session - Part 1.

The U.S. Supreme Court's landmark decision in South Dakota vs Wayfair affects all types of businesses in various industries and locations around the world.  Ponder key questions that help you understand the impact and potential risks to your business and what is happening now.  Also learn how states are using Wayfair to enact income tax economic nexus standards.


Active Threat/Active Shooter Awareness and Training

Time: Thursday 12:40pm - 1:30pm Credits: 1 BE

Learn your role and responsibility of survival in the unlikely event of an active threat or active shooter situation in any environment.  Explore "Run Hide Fight" situational awareness, the profile of an active shooter, and what to expect from law enforcement during an active situation.


Revenue Recognition and Leases

Time: Thursday 1:30pm - 2:20pm Credits: 1 AA

Update on the status of the FASB's related Accounting Standards Updates for Revenue Recognition and Leases.  The revisions to the effective dates will be discussed and explained as part of the FASB's New Effective Date Philosophy.


Business Continuity & Incident Management

Time: Thursday 2:35pm - 3:25pm Credits: 1 TB

Learn about business continuity and incident management standards and practices.  Examine the basic elements of a business continuity plan, including business impact analysis and risk assessment, as well as continuity of operations and disaster recovery planning. Standards covered will include National Institute of Standards and Technology 800-34 and International Organization for Standardization - ISO 22301.  Discussion will also focus on how business continuity should be included in a broader, organization-wide Incident Management Plan.


Auditing IT Governance

Time: Thursday 3:25pm - 4:15pm Credits: 1 AA

Effective IT governance aligns enterprise IT capabilities with business needs.  Learn the benefits of effective IT governance and enterprise risks associate with ineffective IT governance.


Breakout 2: Maximizing Benefits with the Recent Updates in Tax Reform with Real Estate and R & D

Time: Thursday 3:25pm - 4:15pm Credits: 1 TB

Explore recent tax reform updates regarding opportunity zones, cost segregation, PAD and R & D.  Delve into the fine points of these issues and get your questions answered.


COVID-19 Pandemic: Crisis Communications Strategies

Time: Thursday 4:15pm - 5:05pm Credits: 1 TB

Companies are scrambling to take action and communicate with their stakeholders during this unprecedented pandemic. Participants will learn fundamental crisis communication strategies and hear tips for communicating effectively with internal and external stakeholders.  Learn how to share details on the actions you’re taking to protect people across your organization. Hear the latest advice and up-to-date details being shared by health officials and how it affects your communications strategy.  Have the chance to ask questions about best practices in crisis communications.


Friday, March 27, 2020

Continental Breakfast

Time: Friday 7:30am - 8:00am

Opening Remarks

Time: Friday 8:00am - 8:10am

Protect Your Business with Good Internal Controls for Operations and Information Technology

Time: Friday 8:10am - 9:00am Credits: 1 AA

Learn best practices for internal controls based on the COSO (Committee of Sponsoring Organizations) Integrated Framework, which is designed to protect assets, add value and provide a solid governance structure.


Cybersecurity and SOC Report Update

Time: Friday 9:00am - 9:50am Credits: 1 AA

The cybersecurity threat landscape is always changing.  What you knew last year may not be true this year.  Learn trends in cybersecurity with an emphasis on identifying and protecting yourself and your company from existing and emerging threats.  We'll discuss SOC reporting including opportunities to report on cybersecurity controls.  Understand the different types of reports, report attributes and business case to produce a SOC report for your organization.


Due Diligence: Tales From Both Sides

Time: Friday 10:05am - 10:55am Credits: 1 AA

Buying or selling a business gives rise to the due diligence process.  Buying a business?  Ensure your due diligence team understands the target's operation, market and regulatory influence on accounting and taxation.  Due diligence considerations when the target is a small business.  Lessons learned, the potential impact to integration from inadequate due diligence.  Selling your business?  Why you should perform your own due diligence before the buyer does it.  Simply having audited financial statements will not guarantee success in the due diligence arena.  Learn how to get the house in order before the sale.


Insurance: New and Emerging Trends in Cyber Risk, Property Coverage and Liability Exposure

Time: Friday 10:55am - 11:45am Credits: 1 TB

The property and liability insurance markets are projected to harden in 2020, more than we have ever seen in the past 30+ years.  This means extremely low availability of coverage and extremely high pricing is to come for all businesses in the U.S.  In addition, cyber losses/claims are at an all time high, and are expected to increase drastically in 2020.  Learn more about these trends, as well as ways your clients can protect themselves against the increased cost, reduction in coverage and cyber threat risks that will impact their businesses in 2020 and beyond.


FASB Update for Industry

Time: Friday 12:40pm - 1:30pm Credits: 1 AA

Learn about the recent standards issued by the FASB that are likely to affect companies reporting under U.S. GAAP.


Dashboards and Analytics: Where and How Utilized

Time: Friday 1:30pm - 2:20pm Credits: 1 TB

Explore the broad application of business analytics and the use of dashboards throughout all aspects of a business or organization.


Maximizing Benefits with the Recent Updates in Tax Reform with Real Estate and R & D

Time: Friday 2:30pm - 3:20pm Credits: 1 TB,0 TB

.Review recent Tax Reform updates regarding Opportunity Zones, Cost Segregation, PAD and R & D.


Coronavirus: Accounting and Auditing Issues in a Rapidly Changing Environment

Time: Friday 3:20pm - 4:10pm Credits: 0 AA

An overview of various A&A issues associated with coronavirus from both a practitioner and industry point of view with an emphasis on being alert in a rapidly changing environment. After you attend this session you will be able to:

• Identify accounting issues related to a coronavirus (including potential financial statement disclosures)

• Recognize audit considerations related to coronavirus (including situations where sufficient appropriate audit evidence has not been obtained)

• Understand certain practitioner obligations related to compilation and review services



  • Explore the national economic climate and its impact on Florida business
  • Understand Florida legislative issues and reinventing the profession
  • Examine the latest technology issues including cyber security, dashboards, analytics and robotics
  • Learn about tax changes that impact business including Wayfair
  • Hear the latest from FASB
  • Explore forensics and fraud
  • Prepare for an active shooter emergency
  • and much more!



  • Raymond Monteleone, CPA

    President & Founding PartnerPaladin Global PartnersRay Monteleone is President of Paladin Global Partners, a business management consulting firm, and Partner with Dannelly, Monteleone & Associates, a full-service CPA firm. Ray focuses on strategic management, problem solving, mergers & acquisitions, compensation consulting, growing companies, and senior executive mentoring for clients worldwide in...

    Read more about Raymond Monteleone here
  • J. Stephen Nouss, CGMA, CPA

    Steve Nouss has more than 35 years of diverse business and public accounting experience with a global accounting firm and Partner for Consulting Services.  Nouss has served in various management positions including two Fortune 500 Companies and as a CFO for a Public Company.   Experience includes the establishment of international operations adapting to unique business environments, initiating and...

    Read more about J. Stephen Nouss here
  • Brett Cooper, ABV,ASA

    Brett Cooper is Director, Valuation and Advisory Services, Rivero, Gordimer & Co., PA. in Tampa. FL.  He received a BS degree in accounting from FSU and his background includes two basic skill sets; valuation and forensic accounting, which have lead him to providing services in the consulting areas of valuation of business and business interest, intangible asset valuation, economic damage...

    Read more about Brett Cooper here
  • Karen Ann Lake, CPA

    Karen Lake CPA is Associate Director of Tax Services at Berkowitz Pollack Brant Advisors and Accountants.  For nearly 20 years, Karen has placed her focus on helping businesses and individuals develop their tax structures. Through reducing their state tax risk, improving cash flow and obtaining federal and state credits and incentives, Karen is successful at resolving tax controversies in a...

    Read more about Karen Ann Lake here
  • James Holland Sutton Jr, CPA, Esq., LLM

    James Sutton is a CPA and Attorney with an almost exclusive focus on Florida sales and use tax controversy. His firm, Moffa, Sutton, & Donnini, PA handles audits, protest, litigation, consulting, collections, revocations, and criminal defense all revolving around sales tax matters. A graduate of Stetson (Bachelors and Juris Doctorate), Mr. Sutton is heavily involved with the FICPA and speaks at...

    Read more about James Holland Sutton Jr here
  • Michael Cheng, CPA

    Mike Cheng joined Frazier & Deeter in 2019 as the Partner who oversees the firm’s professional practices related to accounting and audit. As part of his role, Mike specializes in assisting clients with complex accounting and financial reporting issues.Prior to joining Frazier & Deeter, Mike was a Senior Project Manager at the Financial Accounting Standards Board (FASB). At the FASB, Mike served as...

    Read more about Michael Cheng here
  • Justin A Thames, DPL

    Justin Thames joined the FICPA in June 2011 as the Governmental Affairs Manager and was promoted to Director of Governmental Affairs in July 2015.  In this role, Justin is responsible for leading the Governmental Affairs Department in regulatory and lobbying activities including; developing creative strategies to accomplish the legislative and regulatory objectives, meeting with state legislators...

    Read more about Justin A Thames here
  • Cecil Patterson Jr., CPA,MBA

    Cecil “Pat” Patterson, CPA, MBA Partner/Owner Patterson CPA Group, Inc. Cecil Patterson, (Pat), is an award-winning, nationally recognized author, speaker, and discussion leader for continuing education courses and numerous state societies. He has experience at the local and national CPA-firm level and as an adjunct university professor.  Pat holds an MBA from the University of North Florida and...

    Read more about Cecil Patterson Jr. here
  • Anne Marie Hicks, CGMA,CPA

    Anne Marie is the Controller for CAE USA Inc and CAE (US) Inc (the US Holding Parent); and is the Subject Matter Expert for US Defense Contract Accounting compliance for affiliates of CAE Inc (Ultimate Parent).  In her role, Anne Marie oversees the back office accounting and financial statement reporting; design and implement controls for compliance with US Federal Acquisition Regulations, US Cost...

    Read more about Anne Marie Hicks here
  • Steven E Morrison, CPA

    Steven Morrison is a partner in National Assurance – Audit Quality Group at CohnReznick, bringing experience as a client service partner, quality control reviewer, and as a standard setter. He has worked with entities in a variety of industries, including automotive dealerships, employee benefit plans, freight forwarding/mail courier, retail, and wholesale/distribution. His experience encompasses...

    Read more about Steven E Morrison here
  • Cindy L Blumenfeld

    Sales DirectorEngineered Tax ServicesAfter receiving her BA from Farmingdale University in New York, Cindy went on to build a strong foundation in finance and real estate which compliments her role as Sales Director for Engineered Tax Services, a company that specializes in providing a wide spectrum of engineered accounting solutions. Ms. Blumenfeld is devoted to the conservation of resources and...

    Read more about Cindy L Blumenfeld here
  • Lamar Taylor, CPA, JD, LLM

    Chief Operating Officer / Chief Financial OfficerFlorida State Board of AdministrationAs the Chief Operating and Financial Officer, Lamar oversees the accounting and financial operations, budget, information technology, human resources, purchasing and administrative functions of the SBA. Lamar is an attorney and Certified Public Accountant with private and public sector experience. He has been...

    Read more about Lamar Taylor here
  • Karyn Roeling, CPCU, CIC

    PresidentSeibert Insurance AgencyKaryn Seibert Roeling, CPCU, CIC is the President of Seibert Insurance Agency located in Tampa Florida.  Seibert Insurance specializes in providing risk management solutions for successful individuals, families and businesses.  Karyn is a former Board member of Florida Association of Insurance Agents, sits on the National Technology Council for Travelers Insurance...

    Read more about Karyn Roeling here
  • Deborah Hileman, SCMP

    President and CEOInstitute for Crisis ManagementDeborah Hileman, SCMP is President and CEO of the Institute for Crisis Management (ICM), a consulting firm specializing in crisis management and communications planning, training and consulting services.  Founded in 1990, ICM provides expertise and support to public and private companies, non-profit organizations, education and religious institutions...

    Read more about Deborah Hileman here
  • James L Worrell, PhD, CPA, CISA, CIA

    Associate Professor of AccountingUniversity of Alabama-Collat School of BusinessJames L. 'Jamey' Worrell is an Associate Professor of Accounting in the Collat School of Business at the University of Alabama at Birmingham where he primarily teaches auditing (IT, internal and external), IT governance and accounting information systems. Prior to pursuing his doctorate, he worked in IT internal audit...

    Read more about James L Worrell here
  • Simon C Rosenberg, CPA, CFA

    Founder and Portfolio ManagerHomestead Financial PartnersSimon Rosenberg is the founder and Portfolio Manager at Homestead Financial Partners, a value-oriented investment manager based in Tampa, FL.  Prior to founding Homestead, he served as Portfolio Manager and Senior Research Analyst at Snow Capital Management in Pittsburgh, PA and Portfolio Manager at Sabal Trust in St. Petersburg, FL.  During...

    Read more about Simon C Rosenberg here
  • Daniel T Jones

    Special Operations DetectiveTampa International Airport Police DepartmentDaniel Jones is a Tampa International Airport Police Department Special Operations Detective with fourteen years of specialized law enforcement experience. Prior to working at TIAPD he was a Police Officer for the City of Key West, FL. Detective Jones is a designated Practitioner of Crime Prevention and Crime Prevention...

    Read more about Daniel T Jones here
  • Jeremy Gilbert

    Jeremy serves as a Senior Manager in charge of the Digital Forensics lab in DHG's Charleston, SC office and manages a team of data analytics professionals around the firm.Jeremy's digital forensic experience includes extracting relevant data from computers, smartphones, and cloud accounts. Jeremy assists attorneys and clients with digital forensics and electronic discovery issues in a wide variety...

    Read more about Jeremy Gilbert here
  • Ryan Boggs

    Ryan has extensive experience in the areas of compliance consulting, system and controls (SOC), HITRUST and internal audit reporting. He has experience managing both domestic and international engagements that include SOC audits, compliance assessments and technology control reviews. His extensive experience encompasses working with federal regulations including Sarbanes-Oxley (SOX), the Gramm...

    Read more about Ryan Boggs here

Major Topics:

  • Technology - cyber security, analytics, dashboard 
  • National economic update
  • Florida legislation impacting business
  • FASB Update
  • Active shooter emergencies
  • Forensics/fraud
  • Business tax and Wayfair
  • IT audits
  • COSO framework for internal audits
  • Business continuity
  • Insurance update

Designed For:

CPAs, CFOs, Controllers and other finance professionals in industry.

Sponsor & Exhibitor Information


What Previous Attendees Are Saying...

"Love the Conference!  I have been attending since the 1990s.  Always learn something of value.  Wonderful speakers." -- David Aldrich, CPA/Spring Hill

"I think this conference is unique because it includes input from both CPAs in public accounting and CPAs in industry.  I think this exchange between these two groups is useful to both." -- Donald J. Williams, CPA/Tampa 

Event Promotions

Promo Codes

First Time Attendees use NEWIC19 promo code and save $100. Valid for first-time CFO and Controller Conference (CPAs in Industry) attendees, applies to in-person or live stream registration and does not apply to non-member fees. Discount cannot be combined with other offers or applied to prior purchases/registrations.

Young CPAs use YCPAIC19 promo code and save $150. Offer for CPAs 35 and under, applies to in-person or live stream registration and does not apply to non-member fees.  Discount cannot be combined with other offers or applied to prior purchases/registrations.