Florida CPA Summit Learning Labs
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.
Please join us November 17 for a complimentary series of TED-talk style Innovation Learning Labs - providing solutions to key challenges impacting CPAs in today's fast-changing world. Receive expert insight and valuable tools to make and keep your firm future ready. You can't afford to miss these experts in their fields tackle tough issues facing the profession.
Hear something you like? These experts will be offering full 50-minute presentations on the Florida CPA Summit's main agenda. Join them on November 18-19 for 16 hours of CPE you can't afford to miss! Click back 1 time to Upcoming Conferences and register at a significantly reduced price.
Tuesday, November 17, 2020
Florida Tax Updates
Time: Tuesday 1:00pm - 1:25pm Credits: 0.5 TB
Steve Eubanks, EA, NTPI Fellow, Senior Tax Analyst Programmer, Intuit ProConnect Group
Intuit’s tax developer, Steve Eubanks EA, will share the main areas of taxation related to the state of Florida that we are focused on going into this next tax season. We will cover any new tax laws as well as important areas we are focused on for ensuring our products are up to date with the latest regulations.
One Firm’s Cloud-Hosted Solution to COVID-19’s “New Normal"
Time: Tuesday 1:35pm - 2:00pm Credits: 0.5 TB
Christophe Reglat, President and CEO, Coaxis International, Inc.; Dan Henn, Owner, Daniel Henn, CPA, PA, FICPA Council Member at Large; and Gene Michaud, Senior Accountant, George R. Hentschel, CPA PA
An estimated 61% of full-time employees are working from home due to COVID-19 and it didn’t take long for cybercriminals to take advantage of those employers who were unprepared to securely connect their remote workers to the workplace. With experts forecasting 25-30% of employees will be working-from-home multiple days a week by the end of 2021, employers need to prepare their IT infrastructure now for the “new normal.” Learn how COVID-19 made cloud computing in the “new normal” and how one Florida CPA firm successfully migrated to a secure data hosting platform.
Challenges for CPAs in the 21st Century: How to Survive and Thrive
Time: Tuesday 2:05pm - 2:30pm Credits: 0.5 TB
Jeff Juniper, Investment Advisor Representative IAR, CPA Joint Venture
Being a CPA in the 21st century is vastly different than 5, 10 or 15 years ago. Today CPAs have significant challenges facing their firms. The Top 5 Challenges: 1. A Shortage of Top Talent. 2. Downward Price Pressure on Services. 3. Commoditization of Services. 4. Automation & Artificial Intelligence (AI). 5. Increased Competition from New/Larger Competitors. Today, attracting and developing new clients, and the talent to service them, is a key business driver for CPA firms. As clients' needs, buying behaviors and expectations evolve. Firms'services and marketing programs must adapt alongside them. As CPA firms attempt to address all these challenges, they need highly strategic, coordinated marketing more than ever, and many firms require expert guidance the CPA Joint Venture provides to add financial & insurance services for your clients. The firms that can build nimble, multi-purpose accounting, financial and insurance services marketing machine will be the ones that compete successfully and grow.
How Technology Can Help You Deliver an Exceptional Client Experience
Time: Tuesday 2:35pm - 3:00pm Credits: 0.5 TB
Amy Mann, Director of Communication, CPACharge
Learn how technology continues to reshape the way professional accounting firms like yours conduct business, and why a modern payment technology is crucial to providing an exceptional client experience today. Explore how client expectations are shifting and examine the ways online payments help you streamline your workflow—and boost your cash flow.
Acquistion and Succession for Accounting Firms
Time: Tuesday 3:05pm - 3:30pm Credits: 0.5 TB
Bruce Warren, Vice President, Strategic Markets, Oak Street Funding
Your business goals matter and preparing for success in a pandemic is challenging. How can CPAs use cash to plan for succession and acquisitions as we head into 2021? How can existing owners make well-deserved financial exits while positioning future owners for long-term success? How can you expand your business beyond organic means? Join us and find out!
5 Ways to Protect Your Firm From a Cyber Attack
Time: Tuesday 3:35pm - 4:00pm Credits: 0.5 TB
Mauricio Bayon, President and Founder, Bayon Technologies Group
Learn the top 5 threats to your firm's cybersecurity and how to prevent them.
Cyber Risks: Is Your Firm Properly Protected?
Time: Tuesday 4:05pm - 4:30pm Credits: 0.5 TB
Robert Albertini, Senior Risk Advisor, and Alvin Fennell III, Vice President of Underwriting, Aon
Learn why data security is important. How frequently do data breaches occur? Hear about some common cyber claim scenarios and what your company should be doing to protect vital information.
QuickBooks and Microsoft Azure Cloud: Our Story
Time: Tuesday 4:35pm - 5:00pm Credits: 0.5 TB
Mario Nowogrodzki, CPA/CITP, CEO, Mendelson Consulting
Adopting the cloud for an organization that runs desktop computers and on-premise servers can be a challenge for some. We found out it is a lot simpler – and better – than anyone thinks. Hear the story of how we transformed our own firm from being desktop or “ground” based to running a business completely from the cloud, without changing any of the desktop software solutions we use to run our business.
Daniel Henn, CPA,MST
Dan Henn, CPA is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, tax columnist with the Florida Today and host of the “The Financial Truth with Dan Henn, CPA” on 1060AM WMEL radio. He is President of a CPA firm in Rockledge on the Space Coast. He specializes in many aspects of Real Estate taxes as well as Real Estate...Read more about Daniel Henn here
Mario Ruben Nowogrodzki, CPA, CITP
Mario Nowogrodzki is Principal, Mendelson Consulting, Inc. and an information systems consultant and instructor. He is the founder and principal of Mendelson Consulting, which specializes in software solutions that maximize accounting and management information system processes to optimize operational and financial results. Mario is a frequent author and instructor of accounting technology topics...Read more about Mario Ruben Nowogrodzki 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
Jeff Juniper is an IAR-Investment Advisor Representative at Juniper Wealth Management. Jeff started his Financial & Insurance Advisor career in 1995 helping Business Owners, Professionals and Individuals make smarter financial decisions. After watching his Mother lose over 50% of her life savings in 2000 due to being taken advantage of he set out to provide fiduciary advice that was in his client...Read more about Jeff Juniper here
Senior Account ManagerAon InsuranceRobert is an Account Manager for Aon Insurance Services, specializing in insurance products designed for financial professionals. He carries twenty-two years of industry experience and has worked extensively in professional liability insurance for professional services firms. Robert is the product lead on Professional Liability, Cyber Insurance, Management...Read more about Robert Albertini here
President / OwnerBayon Technologies GroupMauricio Bayon started Bayon Technologies Group after 10+ years working for a local CPA firm. He has extensive knowledge of the pain points felt by CPAs and understands the importance of 24/7 uptime for their success. In fully understanding their Line of Business Applications, he has built an extensive knowledge base to ensure his staff is able to assist...Read more about Mauricio Bayon here
Director of Creative ServicesCPAChargeAmy Mann is the Director of Creative Services for CPACharge. Amy is passionate about sharing the possibilities of payment technologies with leaders of accounting and law firms. She has experience working in the legal, financial services, and research industries over the past decade.Read more about Amy Mann here
Bruce WarrenRead more about Bruce Warren here
Steve Eubanks, EA, NTPI FellowRead more about Steve Eubanks here