FICPA Florida CPA Summit- Learning Labs - In-Person Only!

CPA Summit Learning labs banenr
CPA Summit Learning labs banenr
Monday, November 08, 2021
Signature Grand - 6900 W State Road 84, Davie, FL 33317-7308
1:00pm - 5:00pm (opens at 1:00pm) EST
4Credits
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
$0.00 Regular Price
Non-Members
$0.00 Regular Price
Course Code: 21/SLL
Vendor: Florida Institute of CPAs
Field of Study: Accounting, Computer Software and Applications, Specialized Knowledge, Information Technology

Overview:

4 Fantastic Hours of Cutting-Edge CPE - For FREE!

It Doesn't Get Any Better Than That!

Please join us for a complimentary series of TED-Style talks that kick off our FICPA Florida CPA Summit!  These future-ready, fast-paced CPE presentations feature knowledgeable speakers addressing issues challenging CPAs today.  From cybersecurity to insurance, explore the latest problems AND solutions.  Four hours of great CPE - FREE - In-Person Only!  What could be better? 

(Registration IS required- Space is Limited)

(Complimentary Networking Cocktail Reception Immediately Follows Final Session)

 

Schedule:

Monday, November 8, 2021

Advisory Light

Time: Monday 1:00pm - 1:25pm Credits: 0.5 TB

Jody Padar, CPA, Vice President of Strategy, BotKeeper, and Jennifer Gesing, Vice President - Accountant & Broker Channel Sales, ADP

Payroll and bookkeeping automated and outsourced. How to make your everyday accounting practice more profitable. Compliance driven accounting with light advising are where Botkeeper and ADP align. If you have standardized processes, and the right technology partner's you can help have the conversations and get an idea of how to get it moving. Learn more about Accountant Connect, machine learning and AI for your firm.  

Presenters:

Tax Planning Matters: Here’s why and how you can help

Time: Monday 1:30pm - 1:55pm Credits: 0.5 TB

David T. Yu, President, Wealth Advisor, DTY Wealth Planning Solutions And Matt Rzepka, CPA, CFP, Owner, Chief Wealth Strategist

Tax laws are ever changing, and as such so are your clients’ unique circumstances.  Thus, it is critically important to stay informed on tax mitigation strategies and how they can improve your client’s financial situation. We will be discussing several tax strategies and how CPA’s can use the current tax code to achieve long-term tax deferral. With the prospect of numerous baby boomers exiting their businesses, selling their real estate holdings and other highly appreciated assets, they could be faced with new tax laws that unexpectedly increase the exit taxes and diminish their financial resources for retirement.  This discussion will provide some real-life examples of client situations and how these strategies could potentially help your client’s and at the same time generate additional revenue for your tax practice.

Presenters:

Time and Money: How Are You Spending Yours?

Time: Monday 2:00pm - 2:25pm Credits: 0.5 BE

JoAnn Ackerman, CPA, MBM, MS, CGMA, Lecturer - Accounting, Nova Southeastern University, H. Wayne Huizenga College of Business and Entrepreneurship

CPAs are essential to both individuals and businesses.  Taking care of yourself first and foremost is critical to providing exceptional service.  Come listen and think about what you can do to create a better work / life balance in yourself and your practice. 

Presenters:

How Advanced Analytics is Transforming Finance and Accounting

Time: Monday 2:30pm - 2:55pm Credits: 0.5 TB

Eric Wilson, Analytics and Technology Leader, Atlantix Partners

There is a growing trend of advanced analytics overtaking company’s finance function. These technologies are reshaping the way in which companies run their operations. Hear about how CFOs, Controllers and other key members of the finance and accounting functions can take advantage of this digital transformation.

Presenters:

From Gas to Groceries: Understanding the Recent Ransomware Attacks and How to Protect Your Firm

Time: Monday 3:05pm - 3:30pm Credits: 0.5 TB

Christophe Reglat, President and CEO, Coaxis International, Inc

News coverage about the recent ransomware attacks against Colonial Pipeline, a major U.S. fuel distributor, and JBS, the world’s largest meat supplier, has propelled conversations about cybersecurity to a new level of urgency. Until now, far too many firms have been slow to adapt either because the threat seemed distant or the cost too high. Now more than ever, CPA firms need to have strong cybersecurity protections by taking ransomware crime seriously and to protect the trust that clients have placed in them by ensuring that their cyber defenses are a match for current and evolving threats. This presentation is designed for all types of CPA practices. No prerequisites required.

 

Presenters:

Everything You Need to Know About Surcharging

Time: Monday 3:35pm - 4:00pm Credits: 0.5 TB

Erika Segal, Associate Brand Manager, CPA Charge

The practice of surcharging is frequently discussed, but rarely completely understood. In this course, Erika Segal, Associate Brand Manager with CPACharge will walk through the history of surcharging, the current laws relating to surcharging in the United States and discuss how you can implement complaint surcharging in your practice. Whether your part of a large firm or you're a sole practitioner, you won't want to miss the opportunity to learn about this intricate topic.

Presenters:

When Passion and Profession Align!

Time: Monday 4:05pm - 4:30pm Credits: 0.5 TB

Peter Golotko, CEO, CPA Investment Advisors

There's something powerful that happens when your passion aligns with your profession! Come join Peter as he gives a TED Talk on his passion for helping people and how aligning that passion with being a CPA Financial Planner changed his life and the lives of his clients and employees!

 

Presenters:

CPAs – D.A.R.E to resist 401(k) D.R.U.G.S !

Time: Monday 4:35pm - 5:00pm Credits: 0.5 TB

Alex Jenkins, CPFA, AIF, Vice President, Business Development, Nesteggs

All CPAs should be equipped with a basic understanding of how to help their clients take advantage of Qualified Plans and not let their clients settle for commodities. The cookie-cutter 401k plans that permeate the industry rarely maximize an entrepreneur’s tax benefits. However, custom-built plans can create five and six-figure tax savings. This brief talk will explain how these tax savings can be created.

 

Presenters:

Welcome Reception

Time: Monday 5:00pm - 6:00pm

Sponsored by Legacy Wealth Management

Presenters:

  • Christophe Réglat

    Christophe Réglat is President and CEO of Coaxis International, Inc.  He founded Coaxis, a Florida corporation, based in Tallahassee, in 2002. Coaxis originated as an application service provider (ASP), offering businesses access over the Internet to applications and related services that would otherwise have to be located on their own business computers. ASP has evolved to cloud computing, and...

    Read more about Christophe Réglat here
  • Jody Padar, CPA, MST

    Jody Padar is CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area. Jody joined her father’s firm a decade ago, bringing her expertise in the areas of taxation, QuickBooks, and small business accounting. As one of the profession’s emerging thought leaders, Jody has transitioned New Vision to New Firm status—adopting advanced technologies and best...

    Read more about Jody Padar here
  • Peter Charles Golotko, CPA/PFS, MBA

    Peter has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the...

    Read more about Peter Charles Golotko here
  • Alex Jenkins, CPFA, AIF

    Alex Jenkins is Vice President and Partner at NestEggs 401k -  a bundled Registered Investment Advisor, Third Party Administrator and Independent Record Keeper.  NestEggs 401k builds, administers, provides record keeping and advises over $400M in Qualified assets while serving as §3(16), §3(21) and §3(38) Fiduciaries to the plans they serve. NestEggs empowers CPAs with a customizable, turn-key...

    Read more about Alex Jenkins here
  • JoAnn M Ackerman, CPA, MBA, MS, CGMA

    Ms. Ackerman is former Senior Auditor with Ernst & Young in Hackensack, NJ. During her 30-year career she has held positions within the publishing division of Silver Burdett & Ginn (subsidiary of Viacom) and a multi-national petrochemical company where she traveled to Australia as a lead team member for a global software implementation.As a Senior Finance Manager for Avaya, she created a new team...

    Read more about JoAnn M Ackerman here
  • Erika Segal

    Erika Segal is the Associate Brand Manager for CPACharge. Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.

    Read more about Erika Segal here
  • David T. Yu

    David T. Yu is the president, founder, and wealth advisor of  DTY Wealth Planning Solutions with over 16 years in the  financial services industry. DTY Wealth Planning Solutions is an independent, holistic  financial planning firm that strives to serve our clients with the  highest level of ethics and integrity. We advise our clients as  fiduciaries to help them reach their overall financial...

    Read more about David T. Yu here
  • Eric Wilson

    Read more about Eric Wilson here
  • Matthew Rzepka

    Matt is the owner of Valley Oak, a professional services firm based in southwest Michigan. The firm is comprised of three primary businesses: CPA Services, Financial Services, and Financial Wealth Strategies. Matt is a proud member of, and Executive Coach for, Circle of Wealth®. Valley Oak has also received several other distinguished awards. The Valley Oak business model brings the discussion of...

    Read more about Matthew Rzepka here
  • Jennifer Gesing

    Read more about Jennifer Gesing here

Presenters:

Christophe Réglat

Christophe Réglat is President and CEO of Coaxis International, Inc.  He founded Coaxis, a Florida corporation, based in Tallahassee, in 2002. Coaxis originated as an application service provider (ASP), offering businesses access over the Internet to applications and related services that would otherwise have to be located on their own business computers. ASP has evolved to cloud computing, and...Read more about Christophe Réglat here

Jody Padar, CPA, MST

Jody Padar is CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area. Jody joined her father’s firm a decade ago, bringing her expertise in the areas of taxation, QuickBooks, and small business accounting. As one of the profession’s emerging thought leaders, Jody has transitioned New Vision to New Firm status—adopting advanced technologies and best...Read more about Jody Padar here

Peter Charles Golotko, CPA/PFS, MBA

Peter has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the...Read more about Peter Charles Golotko here

Alex Jenkins, CPFA, AIF

Alex Jenkins is Vice President and Partner at NestEggs 401k -  a bundled Registered Investment Advisor, Third Party Administrator and Independent Record Keeper.  NestEggs 401k builds, administers, provides record keeping and advises over $400M in Qualified assets while serving as §3(16), §3(21) and §3(38) Fiduciaries to the plans they serve. NestEggs empowers CPAs with a customizable, turn-key...Read more about Alex Jenkins here

JoAnn M Ackerman, CPA, MBA, MS, CGMA

Ms. Ackerman is former Senior Auditor with Ernst & Young in Hackensack, NJ. During her 30-year career she has held positions within the publishing division of Silver Burdett & Ginn (subsidiary of Viacom) and a multi-national petrochemical company where she traveled to Australia as a lead team member for a global software implementation.As a Senior Finance Manager for Avaya, she created a new team...Read more about JoAnn M Ackerman here

Erika Segal

Erika Segal is the Associate Brand Manager for CPACharge. Erika loves speaking about payment solutions and teaching professionals how to make their firm the best it can be. She has experience in communications, marketing, and customer service spanning over ten years.Read more about Erika Segal here

David T. Yu

David T. Yu is the president, founder, and wealth advisor of  DTY Wealth Planning Solutions with over 16 years in the  financial services industry. DTY Wealth Planning Solutions is an independent, holistic  financial planning firm that strives to serve our clients with the  highest level of ethics and integrity. We advise our clients as  fiduciaries to help them reach their overall financial...Read more about David T. Yu here

Eric Wilson

Read more about Eric Wilson here

Matthew Rzepka

Matt is the owner of Valley Oak, a professional services firm based in southwest Michigan. The firm is comprised of three primary businesses: CPA Services, Financial Services, and Financial Wealth Strategies. Matt is a proud member of, and Executive Coach for, Circle of Wealth®. Valley Oak has also received several other distinguished awards. The Valley Oak business model brings the discussion of...Read more about Matthew Rzepka here

Jennifer Gesing

Read more about Jennifer Gesing here
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