CFO and Controller Conference Livestream (CFOWEB)

22 cfo online
22 cfo online
Thursday, March 24, 2022 - Friday, March 25, 2022
Webcast or Webinar, Online
8:00AM - 4:40PM (opens at 7:45AM) EST
16Credits
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.

Members
$460.00 Regular Price
Non-Members
$710.00 Regular Price
Course Type: CPE Conferences
Course Code: 21/CFOWEB
Vendor: Florida Institute of CPAs
Field of Study: Auditing, Accounting, Business Management & Organization, Computer Software and Applications, Economics, Specialized Knowledge, Information Technology

Overview:

Becoming a Strategic Advisor for your Organization

CFOs and controllers help chart their company's future course.  This conference will provide you with expert knowledge and skills that you must master to understand the challenges and issues that CFOs, Controllers and their organizations are facing these days and how to turn them into opportunities. Challenges in today's workplace - from remote working to changing culture - make planning for the next strategic step more crucial 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 into critical issues and answer your long-asked questions.

Five Reasons to Attend:

  • Dive into Cybersecurity
  • Learn about Leadership Development and Keeping your Workforce Engaged
  • Understand Crypto Currency: How it is being used in the industry
  • Address Chronic Stress and Burnout: How to build psychological fitness
  • Receive FASB Update


CPE Credit:

This conference qualifies for up to 16 hours of CPE.  5 Accounting & Auditing (AA), 8 Technical Business (TB) , and 3 Behavioral (BH) hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation.


 

Schedule:

Thursday, March 24, 2022

Opening Remarks & Economic Update

Time: Thursday 8:00am - 8:55am Credits: 1 TB

Sheldon Forrest Bernau, CGMA,CPA,MAA, Synovus Trust Company, N.A.

Randall Coleman

This course is based upon views from The Merrill Global Wealth & Investment Chief Investment Office.
Objectives include:
1. Provide a timely macro economic outlook
2. Discuss current market dynamics & investment trends
3. Explore 5 investment themes for a transforming world.

Presenters:

Maximizing the Role of CFOs in the Merger and Acquistion Process

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

Will Rodriguez, CEO, and Chris Gomes, Managing Director, M & A, Vision Point Capital

Learn how CFOs and Controllers can maximize their contributions to a successful mergers and acquisitions transaction.  Focus will be on strategic planning, accurate valuations and maximizing the value of the transaction.

Presenters:

Break

Time: Thursday 9:50am - 10:00am

Cyber Assurance: Cybersecurity Trends and the Future of Technology Risk Assurance

Time: Thursday 10:00am - 10:50am Credits: 1 TB

Daniel Rosenburg, CPA, CISA, CITP, Manager, Kaufman Rossin

In response to an evolving landscape of cyber risk, CPAs offer more services relating to data security and integrity as well as assurance over information systems. SOC reports continue to expand in use and purpose, and professionals find themselves interpreting and applying guidance relating to disruptive changes in technology, such as those relating to automation, data analytics, artificial intelligence, and blockchain. This presentation provides an overview of guidance and considerations for assurance over information systems, such as SOC 1, 2, 3, SOC for Cybersecurity, and SOC for Supply Chain.

After attending this presentation, participants will understand:
• Trends in cyber risk, including threats for the remote and hybrid workforce 
• Disruptive changes in technology and their related information risks 
• Key aspects of SOC 1, 2, 3, SOC for Cybersecurity, and SOC for Supply Chain engagements and reports • How to prepare your clients for assurance relating to information systems

Presenters:

Employee Retention Tax Credit, Remote Workers and State laws: Are You Leaving Money on the Table?

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

Karen Lake, CPA, Associate Director, Berkowitz Pollack Brant

Steve Nouss, CGMA, CPA, Director of Business Consulting Services, Berkowitz Pollack Brant

During this session we will discuss The Employee Retention Tax Credit (ERTC), to ensure that you and your clients are not leaving money on the table. ERTC was created was created as part of the CARES Act to encourage businesses to continue paying employees by providing a credit to the eligible employer for wages paid to eligible employees. Recent changes extended the credit through September 30, 2021 and allow for the ERTC to be utilized even by companies that received PPP loans

Presenters:

Lunch

Time: Thursday 11:45am - 12:45pm

FASB Update

Time: Thursday 12:45pm - 1:35pm Credits: 1 AA

Michael Cheng, CPA, Audit Partner, Frazier & Deeter, LLC

Join Mike Cheng for a Financial Accounting Standards Board (FASB) update. This discussion will focus on recent changes that impact financial reporting in the upcoming year and beyond.

Presenters:

Leadership Development & Keeping your Workforce Engaged / Diversity, Equity & Inclusion

Time: Thursday 1:40pm - 2:30pm Credits: 1 BE

Esu Ma'at, Chief Diversity, Equity and Inclusion Officer, Orlando Magic

In this session we will examine the importance of Situational and Inclusive Leadership in the 21st century, as well as, explore the critical role organizational leaders play in successfully leveraging diversity, equity and inclusion to achieve company goals and objectives.

Presenters:

Break

Time: Thursday 2:30pm - 2:40pm

Cash Flow Management - What are You Doing to Make Yourselves Attractive

Time: Thursday 2:40pm - 3:30pm Credits: 1 AA

Anne Marie Hicks, Controller, CAE USA INC

Learn practical cash flow management techniques, cash forecasting and the relationship of cash to revenue. Explore liquidity measures and monitoring your company's credit profile.

Presenters:

Strategic Planning 101

Time: Thursday 3:40pm - 4:30pm Credits: 1 TB

Joey Brannon, Axiom Strategic Consulting, LLC

In this session firm owners and key players will learn what it looks like for any small to medium sized business to build and execute a strategic plan. By engaging in the process first hand CPA's can not only leverage the tools of disciplined planning and execution for their own growth, they can take an experienced understanding of the process into their clients' businesses. CPA's are consistently ranked as one of the most trusted professional advisors. We owe it to ourselves and our clients to increase the breadth of our influence and to bring them the insights and tools that will fuel their growth.

Presenters:

Friday, March 25, 2022

Opening Remarks & Elevating and Maintaining Productivity as a CFO

Time: Friday 8:00am - 8:55am Credits: 1 BE

Sheldon Forrest Bernau, CGMA,CPA,MAA, Synovus Trust Company, N.A.

Douglas Van Dyke

The remote/hybrid workplace is preferred by a majority of workers. How can CFOs best lead in this environment? How can CFOs measure and support hybrid worker productivity? Learn and laugh about these topics and more during this fast-paced workshop!

Presenters:

Cryptocurrencies: How they Work, are Taxed, and Used in Industry

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

J. Brian Page, Attorney, ForsterBoughman 

Cryptocurrencies are hot topics in today's business environment.  In this seminar, we present an overview of how cryptocurrencies work, are taxed, and used in industry.  This seminar also includes a general analysis of cryptocurrencies income tax planning and compliance.

Presenters:

Break

Time: Friday 9:50am - 10:00am

Panel - The Evolving Role of a CFO - From Scorekeeper to Strategic Business Partner

Time: Friday 10:00am - 10:50am Credits: 1 TB

Sal Mancini – Moderator
Patricia Templeton Jones, President, Wright Flood
Jared Chapman, Audit Partner,  EY
John Ryan, CFO, Delta Southern Railroad

The position of CFO has evolved from one that solely deals with tracking and reporting numbers to being a valuable executive team member who is expected to contribute to a company's overall business strategy. This panel discussion will highlight the ever expanding role of the CFO in today's business landscape.

Presenters:

Addressing Chronic Stress and Burnout: How to Build Psychological Fitness

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

Karen Doll , Consulting Psychologist, Doll Consulting Services, LLC

Employee mental health is currently the most commonly discussed topic for leaders and organizations. There is no shortage of data highlighting how the collective workforce is struggling and the critical need to prioritize workplace mental health. In this session, we will address:

 • Components and risk factors of burnout
 • Science based practices to enhance well-being and resilience
 • What organizations and managers can do to support employee mental health

Presenters:

Lunch

Time: Friday 11:45am - 12:45am

Employee Benefit Plans - Common Errors, Pitfalls and Potential Financial Impacts

Time: Friday 12:45pm - 1:35pm Credits: 1 TB

Russ Adamczyk, MBA, RSM US LLP

This session will walk through a number of common errors and pitfalls and explain the different correction methods and potential financial impact to the plan and/or plan sponsor.

Presenters:

Raising Capital: What Are The Options Besides Traditional Banking?

Time: Friday 1:40pm - 2:30pm Credits: 1 TB

Fred Campos, CPA, MBA, Southeast Transaction Advisory Leader, Marcum LLP

If you're a CFO or Controller, there is a good chance you've been asked to assist with financing options to purchase equipment or a working capital loan. But what if your company needs growth capital beyond the acquisition of a fixed asset? What if your working capital loan is barely enough to help you run the business, let alone expand it? During this session, we will explore different options to raise capital, according to your company stage, and potential pros and cons of each option.

Presenters:

Break

Time: Friday 2:30pm - 2:40pm

“The Working Remotely, Covid Fraud Cocktail”

Time: Friday 2:40pm - 4:20pm Credits: 2 AA

Kevin Cross

“The Working Remotely, Covid Fraud Cocktail,” sounds like happy hour for the fraudster. In this fast-paced lightning round we will focus on the effect working remotely has on fraud and how fraudsters adapt to any and every situation. During troubling times we can always expect new and creative frauds to occur, but also these dicey times also give rise to the discovery of existing fraud. In the words of Warren Buffet, “You only find out who is swimming naked when the tide goes out.” Frauds that might be hidden in the good times may be concealed for months or years, but COVID is revealing the cover-up and the money stolen. Interestingly enough Bernie Madoff’s Ponzi scheme was uncovered during the last recession in 2008. 

One more twist? Does your enneagram give you any propensity for becoming a potential fraudster?

Presenters:

Objectives:

  • Examine the national economy for 2022
  • Gain insight on Leadership Development & Keeping your workforce engaged 
  • Analyze Cash Flow Management: What are you doing to make yourself attractive?
  • Then and Now: How things have changed for CFO's
  • Explore Capital Raising - Different options besides traditional banking
  • Discuss Cyber Security issues
  • Receive FASB Update with focus on private companies
  • Crypto Currency: How it is being used in the industry
  • Address Chronic Stress and Burnout: How to build psychological fitness
  • Explore fraud issues

 

Presenters:

  • 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
  • Randall Thomas Coleman, CFP

    Randy Coleman is a Financial Advisor in the Rockledge, Florida, Merrill Lynch office. He works with his clients and their other professional advisors to create an overall wealth management strategy tailored to each individual or family’s unique circumstance. Randy earned his B.S. degree in Accounting from the University of Central Florida and actively maintains a CPA Certification in Florida...

    Read more about Randall Thomas Coleman 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
  • Raymond Kevin Cross, CPA, MST, EA

    If the old adage "it takes one to know one" has an ounce of truth,  then the insights gained from our speaker will hold some valuable lessons for your practice.Just as the FBI utilizes the knowledge of former criminals, this is your opportunity to glean from a convicted fraudster.  Thirty years ago he was the mastermind behind a large embezzlement scheme from the Broward County sheriff’s...

    Read more about Raymond Kevin Cross 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
  • Douglas Van Dyke, MBA, CSP

    Doug Van Dyke is CEO of Leadership Simplified. He is an executive coach, leadership development expert, strategic planner and author. Doug has appeared on numerous radio and television business programs including CBS Morning and ABC Nightly News. He is the author of Leadership Simplified - The Field Guide for Savvy Leaders. Doug has also published over 150articles and is one of only 1,000 people...

    Read more about Douglas Van Dyke here
  • Anne Marie Hicks, CGMA,CPA

    Anne Marie is the Controller for CAE USA Inc. & Subsidiary 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; designs and implements controls for compliance with US Federal Acquisition...

    Read more about Anne Marie Hicks here
  • J. Brian Page

    Brian Page practices in the areas of domestic and international estate planning, domestic and international tax planning, federal and state tax controversy, and probate and trust administration.Brian has extensive experience developing sophisticated estate plans for wealthy individuals and families. These plans are designed to reduce potential tax burdens within the context of each client’s...

    Read more about J. Brian Page here
  • Sheldon Forrest Bernau, CGMA,CPA,MAA

    As a Senior Relationship Manager, Sheldon Bernau has the knowledge and fiduciary responsibility you can count on to help build, maintain and transfer your wealth. From basic trust needs to extenuating estate planning circumstances, he has the experience to help individuals, families and small businesses.  Sheldon has been working in the Trust Industry since 2011 but started his career in the...

    Read more about Sheldon Forrest Bernau here
  • Jared M Chapman, CPA

    Jared is an Assurance Partner with more than sixteen years of experience serving clients in the real estate and asset management industries. Jared’s real estate clients have included homebuilders, condominium developers, timeshare developers, and lessors of various types of real estate.  His asset management clients have included long/short hedge funds, fund of funds, traditional private equity...

    Read more about Jared M Chapman here
  • Wilfredo R Rodriguez, CPA/ABV, CVA

    With more than 20 years’ experience behind him, Will has worked with thousands of privately-held companies from start-ups to well-established brands performing valuations, M&A transactions, and ESOP advisory engagements. His opinions/conclusions have been accepted by the Internal Revenue Service, Department of Labor, national and regional accounting firms, as well as in litigation and mediation...

    Read more about Wilfredo R Rodriguez here
  • Fred Campos, CPA, MBA, CEPA

    Fred Campos serves as the Firm’s Transaction Advisory Services Leader for the Southeast region. He has more than 20 years of experience in accounting and finance. Throughout his career, Mr. Campos has executed on more than 150 transactions (buy- and sell-side) that ranged in purchase price from $15 million to more than $1 billion.Mr. Campos has led inbound and outbound cross-border transactions...

    Read more about Fred Campos here
  • Jon David Ryan, CPA

    As Chief Executive Officer for Delta Southern Railroad, Mr. Ryan demonstrates the railroad’s commitment to an outstanding leadership team as an experienced senior financial executive with more than 25 years of diverse global project management experience for both publicly and privately owned entities. He has a proven record of analyzing, communicating, and implementing recommendations related to...

    Read more about Jon David Ryan here
  • Russell E Adamczyk, MBA

    Russell provides audit, accounting and review services with an emphasis on the fintech, specialty finance, financial institutions, and employee benefits industries. He has experience with audits of public and private companies, dealing with issues including the allowance for losses, deferred origination fees and costs, revenue recognition, transfers of financial assets, fair value calculations...

    Read more about Russell E Adamczyk here
  • Salvatore Mancini Jr

    Salvatore Mancini has over 20 years of accounting and finance experience, including 10 years in the insurance industry focused on accounting, reporting, and financial analysis. He is currently the Chief Financial Officer of Wright Flood, the largest flood insurance company in the United States. Prior to joining Wright Flood, Mr. Mancini worked at the Public Company Accounting Oversight Board...

    Read more about Salvatore Mancini Jr here
  • Joseph Andrew Brannon, CPA

    Author and business owner Joey Brannon started Axiom in 2005 with a vision to help small, family-owned businesses achieve their goals. Most business owners are getting pulled in 100 different directions and are frustrated by a lack of growth. Joey and his team at Axiom help businesses build and follow plans to grow while giving the owner more freedom from daily operations.As a CPA with over 20...

    Read more about Joseph Andrew Brannon here
  • Karen Doll, Psy.D., L.P.

    Dr. Karen Doll is a Licensed Psychologist, Consultant, and #1 International Bestselling author. She has spent 24 years partnering with industry leading organizations and coaching high achieving professionals. She is motivated by a desire to help people thrive, enhance well-being, and optimize leadership skills at every phase, from burgeoning new entrants to accomplished senior leaders.She works at...

    Read more about Karen Doll here
  • Daniel Rosenberg, CPA, CISA, CITP

    Daniel Rosenberg is a Manager in Kaufman Rossin’s Risk Advisory Services practice, where he performs cybersecurity and compliance services. Leveraging his experience providing assurance, attestation, and consulting services from a financial and cybersecurity perspective, Daniel helps lead the SOC practice at Kaufman Rossin. In addition to leading SOC attestation engagements, Daniel performs...

    Read more about Daniel Rosenberg here
  • Patricia Templeton-Jones

    Patty Templeton-Jones serves Wright Flood as President and Chief Program Advocate working cooperatively with FEMA/NFIP as well as congressional representatives to recommend flood reform solutions and review practical impacts of current and future flood reforms.In recognition of these efforts, Ms. Templeton-Jones was awarded the 2014 Political Involvement Award by Property and Casualty Insurance...

    Read more about Patricia Templeton-Jones here
  • Chris Gomes

    With 20+ years of experience facilitating complex business transactions on Wall Street and Main Street, Chris serves as a trusted partner to investors, business owners, and C-suite executives at organizations of all sizes. His work spans corporate development, corporate finance, mergers & acquisitions, and investment banking. Chris began his career at PwC where he advised clients across multiple...

    Read more about Chris Gomes here
  • Esu Ma'at

    Esu Ma’at is a trans-disciplinary thought leader who has a distinguished track record of success driving a 21st Century vision for diversity, equity and inclusion. By aligning strategy with organizational goals, he consistently positions DEI as a catalyst for true inclusion, positive business impact and social change.As the Chief Diversity, Equity and Inclusion Officer for the Orlando Magic, Esu...

    Read more about Esu Ma'at here

Presenters:

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

Randall Thomas Coleman, CFP

Randy Coleman is a Financial Advisor in the Rockledge, Florida, Merrill Lynch office. He works with his clients and their other professional advisors to create an overall wealth management strategy tailored to each individual or family’s unique circumstance. Randy earned his B.S. degree in Accounting from the University of Central Florida and actively maintains a CPA Certification in Florida...Read more about Randall Thomas Coleman 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

Raymond Kevin Cross, CPA, MST, EA

If the old adage "it takes one to know one" has an ounce of truth,  then the insights gained from our speaker will hold some valuable lessons for your practice.Just as the FBI utilizes the knowledge of former criminals, this is your opportunity to glean from a convicted fraudster.  Thirty years ago he was the mastermind behind a large embezzlement scheme from the Broward County sheriff’s...Read more about Raymond Kevin Cross 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

Douglas Van Dyke, MBA, CSP

Doug Van Dyke is CEO of Leadership Simplified. He is an executive coach, leadership development expert, strategic planner and author. Doug has appeared on numerous radio and television business programs including CBS Morning and ABC Nightly News. He is the author of Leadership Simplified - The Field Guide for Savvy Leaders. Doug has also published over 150articles and is one of only 1,000 people...Read more about Douglas Van Dyke here

Anne Marie Hicks, CGMA,CPA

Anne Marie is the Controller for CAE USA Inc. & Subsidiary 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; designs and implements controls for compliance with US Federal Acquisition...Read more about Anne Marie Hicks here

J. Brian Page

Brian Page practices in the areas of domestic and international estate planning, domestic and international tax planning, federal and state tax controversy, and probate and trust administration.Brian has extensive experience developing sophisticated estate plans for wealthy individuals and families. These plans are designed to reduce potential tax burdens within the context of each client’s...Read more about J. Brian Page here

Sheldon Forrest Bernau, CGMA,CPA,MAA

As a Senior Relationship Manager, Sheldon Bernau has the knowledge and fiduciary responsibility you can count on to help build, maintain and transfer your wealth. From basic trust needs to extenuating estate planning circumstances, he has the experience to help individuals, families and small businesses.  Sheldon has been working in the Trust Industry since 2011 but started his career in the...Read more about Sheldon Forrest Bernau here

Jared M Chapman, CPA

Jared is an Assurance Partner with more than sixteen years of experience serving clients in the real estate and asset management industries. Jared’s real estate clients have included homebuilders, condominium developers, timeshare developers, and lessors of various types of real estate.  His asset management clients have included long/short hedge funds, fund of funds, traditional private equity...Read more about Jared M Chapman here

Wilfredo R Rodriguez, CPA/ABV, CVA

With more than 20 years’ experience behind him, Will has worked with thousands of privately-held companies from start-ups to well-established brands performing valuations, M&A transactions, and ESOP advisory engagements. His opinions/conclusions have been accepted by the Internal Revenue Service, Department of Labor, national and regional accounting firms, as well as in litigation and mediation...Read more about Wilfredo R Rodriguez here

Fred Campos, CPA, MBA, CEPA

Fred Campos serves as the Firm’s Transaction Advisory Services Leader for the Southeast region. He has more than 20 years of experience in accounting and finance. Throughout his career, Mr. Campos has executed on more than 150 transactions (buy- and sell-side) that ranged in purchase price from $15 million to more than $1 billion.Mr. Campos has led inbound and outbound cross-border transactions...Read more about Fred Campos here

Jon David Ryan, CPA

As Chief Executive Officer for Delta Southern Railroad, Mr. Ryan demonstrates the railroad’s commitment to an outstanding leadership team as an experienced senior financial executive with more than 25 years of diverse global project management experience for both publicly and privately owned entities. He has a proven record of analyzing, communicating, and implementing recommendations related to...Read more about Jon David Ryan here

Russell E Adamczyk, MBA

Russell provides audit, accounting and review services with an emphasis on the fintech, specialty finance, financial institutions, and employee benefits industries. He has experience with audits of public and private companies, dealing with issues including the allowance for losses, deferred origination fees and costs, revenue recognition, transfers of financial assets, fair value calculations...Read more about Russell E Adamczyk here

Salvatore Mancini Jr

Salvatore Mancini has over 20 years of accounting and finance experience, including 10 years in the insurance industry focused on accounting, reporting, and financial analysis. He is currently the Chief Financial Officer of Wright Flood, the largest flood insurance company in the United States. Prior to joining Wright Flood, Mr. Mancini worked at the Public Company Accounting Oversight Board...Read more about Salvatore Mancini Jr here

Joseph Andrew Brannon, CPA

Author and business owner Joey Brannon started Axiom in 2005 with a vision to help small, family-owned businesses achieve their goals. Most business owners are getting pulled in 100 different directions and are frustrated by a lack of growth. Joey and his team at Axiom help businesses build and follow plans to grow while giving the owner more freedom from daily operations.As a CPA with over 20...Read more about Joseph Andrew Brannon here

Karen Doll, Psy.D., L.P.

Dr. Karen Doll is a Licensed Psychologist, Consultant, and #1 International Bestselling author. She has spent 24 years partnering with industry leading organizations and coaching high achieving professionals. She is motivated by a desire to help people thrive, enhance well-being, and optimize leadership skills at every phase, from burgeoning new entrants to accomplished senior leaders.She works at...Read more about Karen Doll here

Daniel Rosenberg, CPA, CISA, CITP

Daniel Rosenberg is a Manager in Kaufman Rossin’s Risk Advisory Services practice, where he performs cybersecurity and compliance services. Leveraging his experience providing assurance, attestation, and consulting services from a financial and cybersecurity perspective, Daniel helps lead the SOC practice at Kaufman Rossin. In addition to leading SOC attestation engagements, Daniel performs...Read more about Daniel Rosenberg here

Patricia Templeton-Jones

Patty Templeton-Jones serves Wright Flood as President and Chief Program Advocate working cooperatively with FEMA/NFIP as well as congressional representatives to recommend flood reform solutions and review practical impacts of current and future flood reforms.In recognition of these efforts, Ms. Templeton-Jones was awarded the 2014 Political Involvement Award by Property and Casualty Insurance...Read more about Patricia Templeton-Jones here

Chris Gomes

With 20+ years of experience facilitating complex business transactions on Wall Street and Main Street, Chris serves as a trusted partner to investors, business owners, and C-suite executives at organizations of all sizes. His work spans corporate development, corporate finance, mergers & acquisitions, and investment banking. Chris began his career at PwC where he advised clients across multiple...Read more about Chris Gomes here

Esu Ma'at

Esu Ma’at is a trans-disciplinary thought leader who has a distinguished track record of success driving a 21st Century vision for diversity, equity and inclusion. By aligning strategy with organizational goals, he consistently positions DEI as a catalyst for true inclusion, positive business impact and social change.As the Chief Diversity, Equity and Inclusion Officer for the Orlando Magic, Esu...Read more about Esu Ma'at here

Major Topics:

  • Economy- national and state
  • Leadership building
  • Strategic partnering
  • Cyber security
  • State and Federal tax
  • FASB Update
  • Crypto Currency
  • Cash Flow Management 
  • Fraud

Major Topics:

  • Economy- national and state
  • Leadership building
  • Strategic partnering
  • Cyber security
  • State and Federal tax
  • FASB Update
  • Crypto Currency
  • Cash Flow Management 
  • Fraud

Designed For:

CPAs, accountants and financial consultants.

Prerequisties:

None.

Sponsor & Exhibitor Information

Exhibitors

CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org