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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.

Michael Cheng, CPA, Partner, Frazier & Deeter

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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 outcomes. Explore the ins and outs of the opportunity.

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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.

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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. Explore inherent risks in a remote work environment and ways to mitigate those risks.  Learn how to recognize risks relating to accessing applications remotely, and security of home networks and devices. Gain insight into how to identify best practices for continuing key business processes in a remote environment, including the importance of having updated policies and procedures.

Shawn J. McCabe, CPAlliance Director, CPS Investment Advisors

Learn 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.

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.

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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.

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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.  

Dominic M. Calabro, President and CEO, Florida Tax Watch

Learn about the Florida Tax Watch's mission and how the group has impacted the Florida Legislature.

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.

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Matt Storlie, CFE, CIDA, 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

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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 diane@ficpa.org.

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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.

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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.

Details to come!