FICPA Florida CPA Summit - In Person Event!
Registration is Open
$455.00 Early Bird
$505.00 Regular Price
$705.00 Early Bird
$955.00 Regular Price
WELCOME BACK. WE MISSED YOU!
We are excited to welcome you back to South Florida in-person conferences with the FICPA Florida CPA Summit
So much has happened since we last saw you in person at the 2019 Accounting & Business Show! We've worked remotely. We've stayed connected through on-line learning. We've adapted to the "new normal."
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 brings to you three 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
- Four hours of bonus complimentary CPE at our NEW TED-Talk style Learning Labs - each session fast-paced and focused on a unique challenge (Pre-Conference-Registration Required)
- Fours hours of Ethics for Florida CPAs to meet your biennial requirements (Pre-Conference and Separate Registration Fee)
- Take a break from remote working to sharpen your skills and network with your peers
- Meet with thought leaders in our solution center to discuss your firm's particular challenges and how to address them (Exhibit Hall is sold out!)
- Invest in yourself - Benefit your firm and your clients!
To view our full schedule, check out our keynote speakers, and see all the reasons you should attend,
download our complete Summit brochure HERE.
Ethics: Protecting the Integrity of Florida CPAs - In-Person Only!
Kick off the Summit by attending the pre-conference ethics course designed to meet the biennial requirements for Florida CPAs. CPAs face many complex and challenging ethical issues. This course addresses the ethical and professional obligations CPAs have to their clients, employers, colleagues, regulators, and to the public. Explore trends in business and professional ethics, along with the specific rules and requirements applicable to CPAs outlined in Florida Statutes, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct. The course fulfills the biennial ethics requirement for Florida CPAs.
Please click here for details: COVID-19 - Safety Plan To help ensure everyone's safety as we welcome you back to in-person events, we ask that we make the following promises to each other.
Tuesday, November 9, 2021
Health and Wellness: Chair Yoga
Time: Tuesday 6:30am - 7:30am
Presented by Tarsha R. Jacobs
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.
Time: Tuesday 8:00am - 8:10am
Committee Co-Chair: Kathryn K. Horton, President and CEO, Horton CPA
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., 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?
8 Mistakes New Accounting Firms Make and How to Avoid Them
Time: Tuesday 9:15am - 10:05am Credits: 1 TB
Erika Segal, Associate Brand Manager, CPA Charge
There's a lot to think about when you're starting your new firm. While you may be doing many things right, there are common mistakes many firms make that can put them ehind the eight ball. Learn eight mistakes many new accounting firms make and how to avoid them. Whether you're in the process of starting your firm or you've been in business for many years, this session will be highly informational for all accounting professionals.
Refreshment Break in Exhibit Hall
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.
Private-Label Pooled Employer Plans: Grow Firm Revenue
Time: Tuesday 10:30am - 11:20am Credits: 1 TB
Alex Jenkins, Vice President, Business Development, Nesteggs
In the SECURE ACT of 2019 Congress created “Pooled Employer Plans”(PEPs), a Tax-Qualified 401k plan that is more affordable, less risky, and less confusing for small businesses than traditional 401k plans. CPAs can be compensated for offering these vehicles. Hands-Off, turn-key solutions exist for your firm to offer a PEP to your clients while being compensated and appreciated for improving their tax outcomes. Explore the ins and outs of the opportunity.
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.
Department of Financial Services Local Government Financial Reporting Update
Time: Tuesday 11:25am - 12:15pm Credits: 1 TB
Mark Merry, CPA, Assistant Director, Division of Accounting & Auditing, Florida Department of Financial Services
Provide information on what’s new in financial reporting for local governments; including system enhancements to LOGER, new financial reporting requirements in XBRL format, and new reporting requirements as a result of statute changes.
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.
The "Intelligent Automation" of Finance and Accounting
Time: Tuesday 1:25pm - 2:15pm Credits: 1 AA
Eric Wilson, Analytics and Technology Leader, Atlantix Partners
Learn how to rethink Finance and Accounting operating models through the use of intelligent automation. Automation is growing rapidly and companies have a large amount of tasks which are still being done manually. As Finance teams look towards an automated environment, understanding the different intelligent automation tools will be key to maximize its use. Join us to learn how to leverage intelligent automation tools to dramatically improve finance and accounting capabilities.
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.
Burn the Time Sheet: A Guide to Adding Financial Planning and Investments to Your Tax Practice
Time: Tuesday 2:20pm - 3:10pm Credits: 1 TB
Shawn J. McCabe, CPAlliance Director, CPS Investment Advisors
This course will teach you how serving your existing clients as a financial planner and investment advisor will increase your profit, diversify your business, balance your workload, create long lasting and engaging relationships with your best clients, and improve your overall value.
Refreshment Break in Exhibit Hall
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.
Panel: How to Generate Additional Revenue for Your CPA Practice; Solidify Your Value and Offer Your Clients Smart Tax Planning Strategies
Time: Tuesday 3:30pm - 4:20pm Credits: 1 TB
David T. Yu, President, Wealth Advisor, DTY Wealth Planning Solutions; Eugene Choi, CFP, ChFC, Southeast Regional Director, Dunham; Tim McCabe, Regional Vice President, Bluerock Capital Markets; Adam Hanson, Senior Vice President, Griffin Capital Securities, LLC; and Bill Nestel, Senior Retirement Plan Consultant, Security Benefit
Join our session to hear and learn from our subject experts on utilizing the current tax laws to help your clients reduce and eliminate their taxes. By offering these tax reduction strategies to your clients, you can charge a tax planning fee, earn your clients' trust and cement your relationship as their trusted CPA advisor. The topics will include:
1. IRC 4974(c) Using retirement accounts such as Simple, SEP, Solo k’s, Defined Benefits, Defined Contribution, Profit Sharing, & Cash Access to
help business owners reduce and defer their taxable income.
2. IRC-1031 Exchange
3. 26 USC - 1400Z Qualified Opportunity Zones (QOZ)
4. IRC 453 Intermediated Installment Sale
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
This presentation will discuss 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). The presentation will included 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.
Complimentary Networking Reception in Solution Center
Time: Tuesday 5:15pm - 6:30pm
Wednesday, November 10, 2021
Health and Wellness: Yoga
Time: Wednesday 6:30am - 7:30am
Presented by Tarsha R. Jacobs
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.
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
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.
Florida Tax Watch: Legislative Overview
Time: Wednesday 9:05am - 9:55am Credits: 1 TB
Dominic M. Calabro, President and CEO, Florida Tax Watch
This session will discuss Florida Tax Watch’s mission and present a Florida Legislative overview. Florida TaxWatch clearly has impact on Florida’s legislative sessions.
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.
Refreshment Break in Exhibit Hall
Time: Wednesday 9:55am - 10:15am
Tackling the Pipeline Needs of the Profession - A Panel Discussion
Time: Wednesday 10:15am - 11:05am Credits: 1 BE
Shelly Weir, President and CEO, FICPA - Moderator, Panelists: Miguel Angel Minutti-Meza, Associate Professor, Department Chair, Accounting, University of Miami; Kriss Camacho, Senior Tax, Ernest & Young, LLP, and Lorienne Dittmar, Talent Acquistion Manager, Human Resources, Kaufman Rossin
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
Scaling Your Accounting Firm Through Automation
Time: Wednesday 11:10am - 12:00pm Credits: 1 TB
Jody Padar, CPA, Vice President of Strategy, BotKeeper
Learn how to evaluate and design the strategy that supports the services you want to provide to your cients. Evaluate your firm's capacity, new talent and selecting the technology to support your firm for growth.
- Determine your firm’s technology strategy.
- What new services will you offer with AI / ML implementation?
- Determine capacity and new talent you are bringing into your firm
Time: Wednesday 12:00pm - 1:20pm
The Business Case for Inclusion & Diversity in Public Accounting
Time: Wednesday 1:20pm - 2:10pm Credits: 1 TB
Janet Altman, Principal, Marketing and Bao Nguyen, CAMS, CFE, CRCP, Principal, Risk Advisory Services, KaufmanRossin
Learn the importance of diversity and inclusion in public accounting and how to foster an inclusive culture that encourages different perspectives and enables employees to thrive, professionally and personally, regardless of their backgrounds.
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 firstname.lastname@example.org.
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.
Mergers and Acquisitions: Current Trends for CPA Firms
Time: Wednesday 2:15pm - 3:05pm Credits: 1 AA
Cindy Ragan, President, Ragan & Associates, PA
Explore post COVID changes in the CPA firm M & A market. Review valuation trends regarding clients, services, staff and fees. Understand transaction trends with respect to risk, terms, financing, non-competes, and seller compensation.
Time: Wednesday 3:05pm - 3:15pm
Fill the Pipeline: Keeping the Profession Full of Intelligent, Ethical Individuals
Time: Wednesday 3:15pm - 4:05pm Credits: 1 BE
JoAnn Ackerman, CPA, MBA, MS, CGMA, Lecturer-Accounting, Nova Southeastern University, H. Wayne Huizenga College of Business and Entrepreneurship
Led by a 30 year industry veteran, this interactive session will off tips on how to encourage and inspire others and yourself about the profession. Explore and exchange ideas on how to keep our industry vibrant and esteemed.
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 Customer 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
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
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
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
Assistant DirectorDivision of Accounting and Auditing, Florida Department of Financial Services Mark Merry has served as Assistant Director, for the Division of Accounting and Auditing within the Florida Department of Financial Services since May 2017. Prior to that he served as Bureau Chief for the Bureau of Auditing for eleven years. Mark is responsible for managing the State’s processes for...Read more about Mark Merry 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
Cindy Ragan, CVA, MA
Founder/PresidentStrategic Alliance M&A Advisors, LLCCindy Ragan is the founder and President of Strategic Alliance M&A Advisors, LLC, a consulting firm that specializes in the mergers and acquisitions of accounting firms for over 20 years.. She has a Masters Degree from George Washington University in International Economics and is also a Certified Valuation Analyst (CVA) from the National...Read more about Cindy Ragan here
Dominic M. Calabro is President and Chief Executive Officer of Florida TaxWatch, a statewide, non-profit, non-partisan government watchdog and research center for taxpayers. Florida TaxWatch was founded in 1979 to improve government productivity, taxpayer value, and citizen understanding and encouraging responsible participation by Floridians in their state and local governments. This is...Read more about Dominic Calabro here
Alex Jenkins, CPFA, AIF
Vice President, Business Development, CPFANestEggsAlex Jenkins joined NestEggs as we rounded out our second-generation leadership team and has been tasked with all things business development. He is a Jacksonville native and a graduate of the University of Florida with strong roots in the community. Alex brings seven years of experience from the Medical Device Industry where he sold at the...Read more about Alex Jenkins 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
Janet Kyle Altman is a principal and marketing director for Kaufman Rossin, one of the top 100 CPA and advisory firms in the country. She has been with the organization since 2000 and leads all aspects of the firm's marketing program, including: brand management, image and awareness programs, content marketing, community involvement, media relations, website development and management, social...Read more about Janet Altman 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
Bao Q Nguyen
Bao Nguyen specializes in recognizing and assessing compliance risks for broker-dealers, investment advisers and private funds. He provides clients with compliance solutions, such as annual compliance program reviews, anti-money laundering independent testing, supervisory control risk assessments, fraud investigations and customized compliance consultancy services. He has also assisted clients...Read more about Bao Q Nguyen here
Kriss CamachoRead 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
Shawn J McCabe
After serving 10 years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007. Joining the industry at the beginning of the “Great Recession” allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that...Read more about Shawn J McCabe here
Miguel Minutti-Meza DrRead more about Miguel Minutti-Meza Dr 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
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 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
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
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 Ramey, CPA/CFF/ABV/CITP, CFE, CIA, CVA,CMA,CISA/CISM
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
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
Adam Hanson is a Senior Vice President with Griffin Capital Securities, responsible for raising capital throughout the state of Florida for various investment programs sponsored or co-sponsored by Griffin Capital Company. Prior to joining Griffin Capital Securities, Hanson served as the Regional Sales Director for Florida for Highland Capital Management. He also served as a Private Equity Senior...Read more about Adam Hanson here
Bill Nestel has worked in the financial services industry for almost 36 years, helping financial professionals improve their practice through enhanced prospecting and marketing programs. Bill earned a Bachelor of Science from Ball State University, and is a Certified Accredited Investment Fiduciary (AIF®); he holds FINRA Series 6, 7, 24, 63 and insurance licenses.Read more about Bill Nestel here
Eugene Choi is the Southeast Regional Director for Dunham & Associates Investment Counsel, Inc., responsible for working with financial advisors to raise assets using Dunham’s institutionally-managed mutual funds, Asset Allocation Program, and Dunham Trust Company’s Nevada-based trust services.Eugene brings a unique blend of sales and analytic skills to the financial advisors in his region. Prior...Read more about Eugene Choi here
Tim McCabe is the Regional Vice President, covering the Florida region for Bluerock Capital Markets, which he joined in June of 2016. He is responsible for sales throughout Florida in all Bluerock’s products including covered securities, 1031, and Interval fund space. Bluerock is one of the nation’s top providers of exchanges with over 15 years’ experience, 2 billion in exchange properties...Read more about Tim McCabe here
Lorienne DittmarRead more about Lorienne Dittmar here
David T. Yu
David T. Yu is an established financial wealth advisor with nearly 12 years of experience in the financial services industry, as well as experience in mortgage banking, real estate investments, and property management. After receiving his Series 7, 66 securities license, and insurance and annuity licenses, David started DTY Wealth Planning Solutions to assist his clients plan for their future...Read more about David T. Yu here
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