FICPA Florida CPA Summit - Online

Summit Online
Tuesday, November 09, 2021 - Wednesday, November 10, 2021
Webcast or Webinar, Online
7:00AM - 5:00PM (opens at 7:00AM) EST
Accounting and Auditing and Behavioral and Technical Business

Register Now & Attend Live Stream

$455.00 Regular Price
$705.00 Regular Price
Please Login to Register
Course Type: CPE Conferences
Course Code: 21/FCSWEB
Field of Study: Auditing, Accounting, Business Management & Organization, Computer Software and Applications, Economics, Finance, Management Services, Specialized Knowledge, Information Technology, Taxes


The COVID-19 pandemic gave rise to many new challenges for CPAs and their clients.  From PPP loans and payroll tax issues to employee retention credit and remote working, 2020-21 has been a whirlwind of change.  While CPAs work regularly with their clients to prepare for stormy weather, the pandemic was the perfect storm that caught everyone by surprise.  CPAs rose to the challenge.  The FICPA Florida CPA Summit livestream brings to you two days packed full of the information and expertise you need to succeed in these turbulent times.

Reasons to Attend

  • Two full days of cutting-edge CPE designed to provide you with the knowledge and skills to position yourself as a trusted financial advisor
  • View the most popular session in each time slot
  • Learn the latest on hot topics from data analytics and AI to multi-state tax credits and incentives
  • Invest in yourself - Benefit your firm and your clients!
  • Enjoy the event from the comfort of your own home or office

To view our full schedule, check out our keynote speakers, and see all the reasons you should attend,
download our complete Summit brochure HERE.

Sponsors and Exhibitors

See below a list of sponsors and exhibitors supporting this event.  Please take a moment to visit to their websites and learn how they may benefit your practice.









Tuesday, November 9, 2021

Early Riser: COVID Today: The Health and Well Being of Your COVID Policies and Protocols

Time: Tuesday 7:00am - 7:50am Credits: 1 TB

Carrie B. Cherveny, Esq., Senior Vice President, Client Strategic Services, HUB International Limited

An organization’s ability to take advantage of the Florida liability limitations requires compliance with current federal and state guidance and safety recommendations.  After close to two years of living with COVID in our working environments employers have deployed a number of workplace safety protocols and programs to combat the transmission of COVID in the workplace.  But like all things COVID, the rules continue to rapidly (and without notice) change, evolve, and in some cases – devolve.  Have you explored the health and wellbeing of your COVID safety policies?  Are they update-to-date with the current CDC and OSHA guidance?  During this session we will discuss today’s COVID health and safety best practices, policy tips, and lessons learned over the past 18-months.


Keynote Presentation: Professional Issues Update

Time: Tuesday 8:10am - 9:10am Credits: 1 TB

William "Bill" R. Pirolli, CPA/CFF/PFS/SGMA, Partner, DiSanto Priest & Co., and Chairman, American Institute of Certified Public Accountants (AICPA)

Join Bill Pirolli, Chairman of the AICPA as he discusses the most timely issues affecting the profession. From CPA pipeline, regulatory matters,evolution of the business model....and much more.


Maximum Employment or Bust

Time: Tuesday 9:15am - 10:05am Credits: 1 TB

Jim Glassman, Head Economist, Commercial Banking, J.P. Morgan Chase

Explore a progress report on the recovery from pandemic lock downs - the simplest way to monitor the economy's evolution.  Examine the causes of global supply chair bottlenecks and price pressures.  Where are we going in the year ahead?



Time: Tuesday 10:05am - 10:30am

FASB Update: Private Company Focus

Time: Tuesday 10:30am - 11:20am Credits: 1 AA

Michael Cheng, CPA, Partner, Frazier & Deeter

Receive the latest information during this Financial Accounting Standards Board (FASB) update.  Focus will be on recent changes that impact private companies in the upcoming year and beyond.


Cryptocurrencies: Transactional Currency, Investment, or Money Laundering Tool?

Time: Tuesday 11:25am - 12:15pm Credits: 1 TB

Dan T. Ramey, CPA/CFF/ABV/CITP, CFE, CIA, CVA, CMA, CISA/CISM, President, Houston Financial Forensics, LLC

Explore the rise and use of cryptocurrencies as transaction currency, investments, and a tool to move fraudulent funds around the world.  Find out what CPAs need to know and how to protect themselves.



Time: Tuesday 12:15pm - 1:25pm

Navigating State Tax in a Changing World

Time: Tuesday 1:25pm - 2:15pm Credits: 1 TB

Karen Lake, CPA, Associate Director of Tax Services, Berkowitz Pollack Brant Advisors + CPAs

The impacts of Covid-19 on the economy and the ways in which businesses operate and the results of the 2020 Presidential election will continue to affect State taxes in 2021. In addition, although remote work has become part of almost every company’s DNA, there are still significant tax issues and opportunities relating to a company’s property footprint that must be taken into consideration as businesses seek to manage their expenses. This session will cover state and local response to the 2020 election and the impacts of Covid-19, tax implications of remove workforce, state and local incentive landscape as a result of the changes in the US economy and workforce and other hot state and local hot topics is 2021.


Protecting Your Data in a Remote Work Environment

Time: Tuesday 2:20pm - 3:10pm Credits: 1 TB

Kadian Douglas, CPA, CISA, Principal, CLA IT & Cybersecurity, CliftonLarsenAllen LLP

The pandemic saw an increase in the number of individuals working remotely, and with the transition back to the office some employees are requesting a hybrid option.  This session will cover inherent risks in a remote work environment and ways to mitigate those risks.  In this session attendees will recognize risks relating to accessing applications remotely, and security of home networks and devices. Attendees will also be able to identify best practices for continuing key business processes in a remote environment, including the importance of having updated policies and procedures.



Time: Tuesday 3:10pm - 3:30pm

Accounting for Cannabis

Time: Tuesday 3:30pm - 4:20pm Credits: 1 AA

Stacey D. Udell, CPA/ABV/CFF, CVA, Director, and Christopher Marrie, Principal, HBK Professionals and Consultants

While built on the same fundamentals, accounting for the cannabis industry is different because it is Federally illegal. From a tax standpoint, clients have to contend with IRC Section 280E and the inability to deduct ordinary and necessary G&A expenses most businesses incur and deduct. From an audit perspective, cash and inventory controls are important because banking services are limited, inventory has significant value and can be complex to audit, and clients have to comply with state regulations. Cost accounting is important to maximize the deductibility of costs of sales as well as prepare credible financial statements with accurate profit margins and should not be overlooked.


Keynote Presentation: Current Trends in Fraud: Including COVID 19 and Business E-Mail Compromise (BEC)

Time: Tuesday 4:25pm - 5:15pm Credits: 1 TB

Keith Givens, Supervisory Special Agent, Federal Bureau of Investigation

Explore the most current and prevalent frauds being committed by fraudsters, to include frauds related to the COVID-19 Pandemic and Business E-mail Compromise (BEC)/E-mail Account Compromise (EAC).  Learn descriptions of how the frauds are being committed and what accountants can do to reduce/minimize the chance of individuals or businesses being victimized by the various fraud being committed in the current/pandemic environment.


Wednesday, November 10, 2021

Early Riser - COVID Tomorrow: The Future of Work

Time: Wednesday 7:00am - 7:50am Credits: 1 TB

Carrie B. Cherveny, Esq., Senior Vice President, Client Strategic Solutions, HUB International  Limited

COVID-19 put illness in the workplace on center stage.  The COVID conversation and risk in the workplace seems here to stay.  But what about other illnesses in the workplace? And what does the workplace of the future look like? Employee and employer tolerance for “super spreader” colds, viruses, and COVID seems is at a bare minimum.  Are employers allowed to ask employees about their non-COVID illnesses and symptoms? Are employers allowed to tell sick employees to stay home when their illness is something other than COVID?  Can employees demand remote work? Must employers provide remote work? During this session we will talk about recent employee surveys regarding return to work and related work arrangements,  universal workplace sick policies that address not only the risk and spread of COVID but also the risk and spread of other contagious conditions that can bring an employer’s productivity to a halt.  Learn about your rights as an employer to regulate attendance, best practices for workplace sick policies, and some of the “call-in”/time and attendance do’s and don’ts.   


Opening Remarks

Time: Wednesday 8:00am - 8:10am

Committee Co-Chair: J. Stephen Nouss, Director, Business Consulting Services, BerkowitzPollackBrant

Keynote Presentation: The Need to Succeed

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

Scott Price, CEO, A-LIGN, and former Chair, FICPA

Using his two decades of accounting, technology and risk advisory experience, Scott Price founded A-LIGN in 2009 with the goal of offering a single-provider approach to security and compliance solutions with unparalleled service from leading industry experts. Building the company to a multi-million-dollar global business is no easy feat, but Scott’s unwavering commitment to the community, the business, people at A-LIGN, and mission of helping organizations build trust through mitigating cyber risks have allowed him to grow A-LIGN's recognition as a unique leader in the industry.  Having survived – and thrived – through both a recession and global pandemic speaks to Scott’s ability to lead with principled goals and innovative solutions. Join this session and hear firsthand how Scott’s personal success as a well-respected entrepreneur, community leader, and innovator have helped him build A-LIGN to what it is today and leave a lasting impact for others to follow.  


The Old Ways of Doing Business Don't Meet Today's Cybersecurity Challenges

Time: Wednesday 9:05am - 9:55am Credits: 1 TB

Christophe Reglat, President and CEO, Coaxis International

Today’s cybersecurity threats are increasing in new and different ways due to remote work gaining traction as a viable workplace alternative, more sophisticated forms of social engineering, and firms who are not adapting to protect their IT infrastructures from these new vulnerabilities. To meet these and future challenges, CPA firms need to ensure they have the right infrastructure to perform at the highest level of security necessary to maintain their business continuity needs.  Learn about the yop cybersecurity threats facing CPA firms today and how to adapt your IT infrastructure to protect it from these new vulnerabilities.



Time: Wednesday 9:55am - 10:15am

Tackling the Talent Pipeline Needs of the Profession

Time: Wednesday 10:15am - 11:05am Credits: 1 BE

Shelly Weir, President/CEO, Florida Institute of CPAs

The war on talent in the accounting profession continues to intensify with colleges across the country reporting declines in accounting program enrollment while hiring managers are struggling find and retain top talent. What can the profession do to tackle the issue collectively? If attracting and retaining top talent is becoming increasingly difficult for you, join this engaging panel to discuss the perspectives on these systematic talent pipeline issues from educator, job seeker, and employer lens and how collectively we can address these challenges.


Designing Anti-Fraud Tests That (Actually) Work

Time: Wednesday 11:10am - 12:00pm Credits: 1 AA

Matt Storlie, CFE, CIDA, Senior Manager, Forensic & Litigation Services, Wipfli LLP

While many organizations try to use data analytics to monitor internal controls and identify fraud, they are often unable to deliver meaningful results.  This session focuses on how to use data analytic tools for fraud detection using data correlation and taking a risk-based approach.  Attendees will learn how to leverage risk-based data analytics to design anti-fraud tests and ultimately utilize them to tell a story that is both compelling and insightful. Attendees will

  • Understand historical data analytic methodologies, techniques, and shortcomings
  • Develop risk-based anti-fraud tests using data analytic tools and data correlation
  • Apply a risk-based approach to data analytics to benefit your organization



Time: Wednesday 12:00pm - 1:20pm

An Open Forum to Peer Review With Updates on Peer Review Findings and Standards

Time: Wednesday 1:20pm - 2:10pm Credits: 1 AA

Paul N. Brown, CPA, CGMA, Director of Technical Services, Florida Institute of CPAs

This will be an interactive session focusing on questions from the attendees on the status of peer review in the state of Florida, FAQs from the AICPA, and recent updates to findings within the program and new standards.

Attendees: If you plan on attending this session please submit your questions by November 1, 2021 to


Tax Advantages of Reverse Mortgages

Time: Wednesday 2:15pm - 3:05pm Credits: 1 TB

Roger Roemmich, President, RCF Group

Learn the latest tax advantages of reverse mortgages including reduction of Social Security taxation, lower capital gain taxation, increased allowable itemized deductions or elimination of waste of standard deductions.


Stretch Break

Time: Wednesday 3:05pm - 3:15pm

The Future of Accounting: What's in Your Wallet?

Time: Wednesday 3:15pm - 4:05pm Credits: 1 TB

David Bergstein, CPA, CITP, CGMA, Chief Innovation Officer, Bergstein CPA

Learn the latest in digital transformation, and the tools and apps that accountants should be utilizing as the profession transitions from a compliance to an advisory world. Gain understanding of what a "Core Platform" is and the many choices available. Explore a variety of new Automation and AI tools that have become available to automate practices.


Keynote Presentation: Express Your Authentic Self To Attract More Great Customers--WHY do you do what you do and WHY should anyone care?

Time: Wednesday 4:10pm - 5:00pm Credits: 1 BE

Ridgely Goldsborough, Founder of the Custom Conversion Formula

People care little about WHAT you do because the perception is that all CPAs do the exact same thing. People want to know WHY you do what you do, what are you about and how you resonate with them. Those who know how to express their WHY stand out and differentiate themselves from everyone else--it's a HUGE competitive advantage.

In this hilarious, interactive presentation you will:

  • Discover your WHY
  • Learn how to express your WHY
  • Tap into the limbic, decision-making brain of your prospects so that you a) grow your existing wallet share and b) increase your book of business naturally--with NO additional effort.

Ridgely Goldsborough, author of 19 books and emotional intelligence specialist will take you through a system that gives you ninja powers of influence and helps you craft a marketing message so powerful that prospects flock to you like a giant magnet--easily and organically. Get ready to laugh and grow. Game-changing.



  • Navigate the latest on tax issues including multi-state credits and incentives
  • Understand accounting for investments including bitcoin and cryptocurrancy
  • Explore cybersecurity issues in various environments
  • Learn how to benefit from data analytics and AI
  • Discuss the importance of diversity and inclusion in the profession
  • Examine accounting for cannabis in Florida
  • and much more!



  • David Bergstein, CPA, CITP, CGMA

    David Bergstein is the Chief Innovation Officer for Bergstein CPA.  David has been a practicing accountant since 1966.  Prior to establishing his own firm, David belonged to Intuit’s Accountant Segment and is a thought-leader in technology issues.  Accounting Today listed him as one of their Top 100 Most Influential People within the accounting profession in both 2015 and 2017.  Val Steed, CEO at...

    Read more about David Bergstein 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
  • 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
  • Christophe Réglat

    President and CEOCoaxis International, Inc.Christophe Réglat 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 more...

    Read more about Christophe Réglat here
  • Paul N Brown, CPA, CGMA

    Paul Brown joined the FICPA in November 1992 and is the Director of Technical Services for the Florida Institute of CPAs (FICPA). One of Paul’s main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program.  The program administers approximately 425 reviews annually in Florida and oversees approximately 125 peer...

    Read more about Paul N Brown here
  • Keith Givens, CPA

    • SSA Givens has been with the FBI over 20 years.• He is a CPA• He has worked most white collar crime violations in the field and FBI headquarters, to include:     • Securities Fraud     • Financial Institution Fraud     • Mass Marketing Fraud     • HealthCare Fraud     • and Public Corruption• He has worked in both large and small field divisions in the FBI and at FBI Headquarters• He has...

    Read more about Keith Givens here
  • Scott George Price, CIA,CISA,CPA

    Price is the managing director of A-lign, a national provider of regulatory and compliance services. Price, who joined the FICPA in 1998, is serving his tenth term on the Board of Governors. He was the 2012-2013 FICPA Chair and has held chair and vice chair positions on several committees and has served on a number of sections and task forces. Nationally, Price is an elected member of the AICPA...

    Read more about Scott George Price here
  • Stacey Udell, CPA, ABV, CFF, CVA

    Stacey Udell, a graduate of University of Delaware, is a Partner in Gold Gerstein Group LLC, specializing in valuation, forensic accounting, economic damages, and litigation support services. In addition, Ms. Udell provides accounting and tax services for closely-held and family businesses including financial statement preparation, business and personal income tax planning and compliance, estate...

    Read more about Stacey Udell here
  • Roger Roemmich, PhD

    Dr. Roger Roemmich is a former professor of accounting, and a licensed financial advisor. He is the founder and CEO of the Retirement Cash Flow Education Group. He established RCF in 2013 to get the word out on the importance of retirement cash flow planning and management for those who are still working, and for those who are already retired. Roger speaks on the national lecture circuit, appears...

    Read more about Roger Roemmich here
  • Christopher T Marrie

    Christopher has extensive experience in auditing and business consulting. Chris provides a variety of accounting and assurance services to clients ranging from individuals to small to medium size businesses and not-for-profit organizations.EducationBS Degree in Accounting and Business AdministrationYoungstown State UniversityProfessional OrganizationsMember, American Institute of Certified Public...

    Read more about Christopher T Marrie here
  • Kriss Camacho

    Read more about Kriss Camacho here
  • Kadian C Douglas

    Kadian has been with CLA for over 13 years. She currently works with the Information Security Services Group as well as higher education group providing compliance services, outsourcing and co-sourcing engagements and information security assessments. Specific experience includes, but is not limited to:  IT general controls review Risk assessments Financial statement audits Data...

    Read more about Kadian C Douglas here
  • Miguel Minutti-Meza Dr

    Read more about Miguel Minutti-Meza Dr here
  • James Glassman

    James E. GlassmanManaging Director, JPMorgan Chase & COHead Economist, Chase Commercial BankingAs managing director with JPMorgan Chase and head economist for  Chase Commercial Banking, James Glassman provides market insights to help clients better understand the changing economy and its impact on  their business. Mr. Glassman also works closely with the firm’s Corporate Sector, including the...

    Read more about James Glassman here
  • Carrie Cherveny

    Carrie Cherveny is the Senior Vice President of Strategic Client Solutions in HUB’s Risk Services Division. Carrie has 20 years of combined experience in employee relations, human resources, employment law litigation, and employee benefits legal guidance. Carrie works closely with clients to identify compliance risks across the organization and develop responsive strategies and solutions that...

    Read more about Carrie Cherveny here
  • Shelly Sinclair Weir

    Shelly Weir is President & Chief Executive Officer of the Florida Institute of CPAs (FICPA), the statewide professional association for Certified Public Accountants (CPAs) in Florida. In this role, Weir serves as Secretary-Treasurer of the FICPA and FICPA Scholarship Foundation and works in partnership with the FICPA Council to develop and execute the Institute’s strategic vision. Weir leads a...

    Read more about Shelly Sinclair Weir here
  • William R. Pirolli

    William (Bill) Pirolli, CPA/CFF/PFS, CGMA, is the Chair of the American Institute of CPAs (AICPA).Over his 40-year career, Pirolli has served in several volunteer roles: the AICPA Board of Directors, the Association of International Certified Professional Accountants (Association) Board of Directors, the AICPA MAP Committee, the AICPA Small Firm Advocacy Committee, AICPA Council, the Association...

    Read more about William R. Pirolli here

    Dan is the President and Founder of Houston Financial Forensics, LLC. Dan's professional certifications include: CPA/CFF/CITP/ABV, CFE, CVA, CIA/CRMA, CISA/CISM, and CMA. He is the Past President of the Houston Chapter of the Institute of Internal Auditors and formerly a member of the Board of Governors. Dan formerly served as Chairman of the Houston CPA Society’s Forensic and Valuation Committee...

    Read more about Dan Ramey here
  • Matt Storlie, CFE, CIDA

    With over 25 years of experience in business and accounting, fraud examinations, data analysis, internal audit, and IT systems, Matt Storlie assists clients with forensic services, internal investigations, computer forensics, e-discovery and litigation readiness, and fraud risk assessments. As one of the firm’s subject matter experts on data analytics, he utilizes his deep experience with IT...

    Read more about Matt Storlie here
  • Ridgley Goldsborough

    Author and International Speaker, Ridgely Goldsborough, believes in taking complex and challenging topics and making sense out of them. He started his first business at the age of 16 and after graduating from Law School in 1987 has started a total 43 companies. For one of those businesses, he founded Domain Street Magazine, the very first internet based magazine about the domain name industry...

    Read more about Ridgley Goldsborough here
  • Lorienne Dittmar

    Read more about Lorienne Dittmar here

Major Topics:

  • Professional Issue
  • Current trends in Fraud
  • How to Thrive as a CPA
  • Understanding the Talent Pipeline
  • and much more!

Designed For:

CPAs and other finance professionals