Florida CPA Summit- Now Fully Virtual

FICPA Florida CPA Summit 2020
Wednesday, November 18, 2020 - Thursday, November 19, 2020
Webcast or Webinar, Online
8:00AM - 5:00pm(opens at 7:00am) EST
16Credits

Registration is Open

Members
$219.00 1-day Price
$438.00 2-day Price
Non-Members
$344.00 1-day Price
$688.00 2-day Price
Please Login to Register
Course Type: CPE Conferences
Course Code: 20/SFS
Vendor: Florida Institute of CPAs Facility
Field of Study: Accounting, Accounting (Governmental), Computer Software and Applications, Economics, Finance, Management Services, Specialized Knowledge, Information Technology, Taxes

Overview:

Challenges. Opportunities. Innovation. Reimagine.
 

2020 has produced unprecedented challenges - for our profession and for the world we work and live in.  We’ve experienced a new way of working, managing staff and our businesses as well as the way we interact and communicate with our clients.  This created an opportunity to Reimagine.  Join us as we explore this new landscape and learn the tools and skills you need for success today and in the new normal.


Keynote Presenters

 

       
 

Jorge Olavarietta
Vice President of Product
And Design 
Intuit

  W.G. Spoor
Partner, Spoor Bunch
Franz and 2020-2021
FICPA Chair
  Dr. Jerry Parrish
Chief Economist and
Director of Research
Florida Chamber Foundation
 


 

Learning Tracks

  • Technology & Innovation - Learn how maximize technology to achieve your goals - Sessions on data analytics, AI and cybersecurity to digital business transformation, hacking and apps. 
  • Future-Proof - Become a future ready CPA - a full day of sessions devoted to honing your soft skills.  Learn how to create enduring success for you and your clients.
  • Accounting & Auditing -  Examine issues from new Yellow Book guidelines and the impact of COVID-19 on M & A to cyber assurance and embezzlement 
  • Trending Topics -  Hear the latest on Florida’s economy and the impact of COVID-19. Learn what’s happening in the Florida cannabis industry.  Find the optimal capital structure post COVID-19

 

 

New Learning Labs

COMPLIMENTARY CPE

4 hours – 8 sessions – hot topics – solution experts

Learn More

 

 

Schedule:

Wednesday, November 18, 2020

Opening Remarks

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

B01- TECI: Keynote: Consultancy Services: Grow the Value of Your Business

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

Jorge Olavarietta, Vice President, Product and Design, Intuit

The role of the accounting professional continues to evolve rapidly as technology and data are enabling automation while providing deeper insights to help clients achieve their goals.  These shifts are key enablers to reducing time spent on compliance work and to enable more effective and efficient advisory services, and the transition requires us to work together to leverage the collective wisdom and knowledge of the professional, tax and accounting software providers, and third parties to deliver solutions that help firms and their clients prosper today and in the future.  Learn how to drive awareness of resources and tools available to tax and accounting professionals to help their clients navigate these difficult times. 

This session is sponsored by Intuit

B02- FRC: Keynote Presentation: Consultancy Services: Grow the Value of Your Business

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

Jorge Olavarietta, Vice President of Product and Design, Intuit

The role of the accounting professional continues to evolve rapidly as technology and data are enabling automation while providing deeper insights to help clients achieve their goals.  These shifts are key enablers to reducing time spent on compliance work and to enable more effective and efficient advisory services, and the transition requires us to work together to leverage the collective wisdom and knowledge of the professional, tax and accounting software providers, and third parties to deliver solutions that help firms and their clients prosper today and in the future.  Learn how to drive awareness of resources and tools available to tax and accounting professionals to help their clients navigate these difficult times.

This session is sponsored by Intuit 

B03- TECI: Discovering Big Data Insights With Data Analytics and AI-Part 1

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

Kathryn K. Horton, CPA, CMA, CIDA, CFE, President, Kathryn K. Horton CPA PA

Learn the benefits of data analytic technology and practical applications for gaining big data insights and identifying data anomalies. Explore data mining techniques including advanced numeric theories, visualization, distance analysis and user created process automation. Explore artificial intelligence and the infusion with data analytics, including the transformation of transactional reviews and potential horizon issues. This interactive session demonstrates the value of data analytic technology and why the utilization of technological advances is vital to continued professional success.

B04- FRC: Creating Enduring Success for You and Your Clients

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

Jasen Stine, Tax and Accounting Education, Intuit Inc.

With the changing professional landscape, there are both challenges and opportunities for firms to fuel the success of their clients and themselves as forward-looking service providers.  As the environment continues to change, the relationship between clients and professionals is evolving and becoming even more important to identify trends and monitor business performance to help ensure a thriving and healthy business - for clients and firms.   By attending this session, you will be able to:

Identify the environmental factors driving significant change in the tax and accounting profession.
Drive more effective results for your firm and your clients by leaning into trends and approaches from leading firms.
Leverage the right technology for your firm to drive automation, effective client collaboration, and overall firm management.

This session is sponsored by Intuit

Break

Time: Wednesday 9:55am - 10:05am

B05- TECI: Discovering Big Data Insights with Data Analytics and AI-Part 2

Time: Wednesday 10:05am - 10:55am Credits: 1 AA

Kathryn K. Horton, CPA, CMA, CIDA, CFE, President, Kathryn K. Horton CPA PA

This is a continuation of session 2.

Learn the benefits of data analytic technology and practical applications for gaining big data insights and identifying data anomalies. Explore data mining techniques including advanced numeric theories, visualization, distance analysis and user created process automation. Explore artificial intelligence and the infusion with data analytics, including the transformation of transactional reviews and potential horizon issues. This interactive session demonstrates the value of data analytic technology and why the utilization of technological advances is vital to continued professional success.

B06- FRC: Getting Yourself "Out of the Box": How to Bring Strategic Planning to Your Clients

Time: Wednesday 10:05am - 10:55am Credits: 1 TB

Ralph Garcia, CPA, AMSF-Expert, Facilitator & Problem Solver, RGA Advisory

Advisory services are valuable CPA firm offerings. They can help us go beyond the tax and  accounting "box" that our clients put us in. This course explores some of the tools, services and mindset changes required to be a successful advisor to your clients. Advisory services are valuable CPA firm offerings. They can help us go beyond the tax and  accounting "box" that our clients put us in. This course explores some of the tools, services and mindset changes required to be a successful advisor to your clients.

B07- TECI: Cybersecurity Trends: How Hackers Are Making Money

Time: Wednesday 11:00am - 11:50am Credits: 1 TB

David Anderson, Cybersecurity Consultant, CliftonLarsonAllen

From ransomware to business email compromise -  cybersecurity is top of mind in every organization.  We will explore current trends of the most common cyber attacks and provide real world solutions that can be applied by any organization.

B08-FRC: TBD

Time: Wednesday 11:00am - 11:50am Credits: 1 TB

 

Session details to come.

Lunch

Time: Wednesday 11:50am - 12:50pm

B09- TECI: Cloud Analytics and Digital Business Transformation

Time: Wednesday 12:50pm - 1:40pm Credits: 1 TB

Mario Nowogrodzki, CPA, CITP, CEO, Mendelson Consulting

The pace of business is ever-increasing, and the volume and types of information simply continues to grow. Business intelligence powered by automation, cloud, big data, and analytics is the foundation for growth and success in today’s business. Accounting professionals must center themselves on these transformative technologies, leveraging them to the benefit of their clients and their own practices to remain competitive and relevant in the market. This course will teach actionable items that will help advisors understand how to progress information and how to deal with the natural outcomes that occur. Participants will learn where to begin, how to deal with more data faster, and understand what the cloud and the Internet of Things truly are.

 Learning objectives:

Understand how transformation is about efficiency and technology, applied
Learn how to get started helping clients identify near-term efforts that can have long-term benefits
Develop a plan with ongoing activities to help clients set and reach their goals for continuous adjustment and improvement

B10- FRC: Working Remotely: 5 Strategies for Success

Time: Wednesday 12:50pm - 1:40pm Credits: 1 TB

Amy Mann, Director of Creative Services, CPACharge

Explore the unique challenges that can negatively impact both the business and health of today's CPAs, as well as define key strategies to turn remote work into remote wins.  Examine tricks for maintaining a set schedule, helpful tools for productivity and communications, how to maintain cash flow with online payments and maintaining your health and sanity.

This session is sponsored by CPACharge

B11- TECI: Choosing the Right Data-Hosting Platform For a Post-Pandemic Workforce

Time: Wednesday 1:45pm - 2:35pm Credits: 1 TB

Christophe Reglat, President and CEO, Coaxis International, and Dan Henn, Owner, DanielHenn, CPA, PA

The nation’s seismic shift to a remote workforce in response to COVID-19 left many companies unprepared and vulnerable to data loss and cybercrime. With experts forecasting 60% of employees will continue working from home for the foreseeable future, businesses need a secure, remote-access technology solution to adapt to today’s “virtual new normal.”  Learn why your firm’s IT infrastructure is vulnerable in today’s “new normal” business environment and how to select a secure data hosting platform to support your remote workforce.

This session sponsored by Coaxis International

B12- FRC: Reimagine Lending in the "New Normal"

Time: Wednesday 1:45pm - 2:35pm Credits: 1 TB

Bruce Warren, Vice President Strategic Markets, Oak Street Funding

The future of lending is changing - by natural evolution and by the upheaval of the COVID-19 pandemic.  Understand how and why the lending landscape is changing.  Why borrow? What should you look for in a lending partner?  Explore funding options and terms, as well as typical use of funds and optimal funding structure.  Just what IS the new lending "normal?"

This session sponsored by Oak Street Funding

 

Break

Time: Wednesday 2:35pm - 2:45pm

B13- TECI: Digital Risks: Protecting Your Most Important Asset

Time: Wednesday 2:45pm - 3:35pm Credits: 1 TB

Mauricio Bayon, President/Owner, Bayon Technologies Group

Hear the latest on cyber security and keeping your confidential data safe.

B14- FRC: Living in a GRIT Mindset

Time: Wednesday 2:45pm - 3:35pm Credits: 1 TB

Anna W. Mok, Partner, Deloitte Advisory, Deloitte & Touche, LLP

Details to come!

B15- TECI: Gadgets and Gizmos for Business

Time: Wednesday 3:40pm - 4:30pm Credits: 1 TB

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

Learn about tools and apps that are available to automate your practice.  You will walk away from this session with knowledge about tools you and or your client can employ to improve process and efficiency.  The future is all about advisory services and this session will help your automate to give you more time to advise.

B16- FRC: The Future Ready CPA

Time: Wednesday 3:40pm - 4:30pm Credits: 1 TB

Matthew A. Treskovich, CPA/PFS, MBA, CMA, CITP, CFP, AEP, CLU, ChFC, Chief Investment Officer and Shawn McCabe, CPAlliance Director, CPS Investment Advisors

The only thing constant is change, the CPA practice is not exempt! Learn how you can protect your business, maximize your top line and be even more of an advocate for your clients than ever before.

Thursday, November 19, 2020

Opening Remarks

Time: Thursday 8:00am - 8:10am

B17- AA: Keynote: Florida Economic Outlook

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

Dr. Jerry Parrish, Chief Economist and Director of Research, Florida Chamber Foundation

High unemployment, dismal revenue collections, and constant uncertainty are all symptoms of Florida's declining economy due to the COVID-19 pandemic.  With 1 in 50 Floridians having contracted COVID-19 and the number of positive cases growing daily, what does the future hold for businesses and the state's economy?  Examine the key indicators for a recovery and the metrics that will drive the reopening economy.

B18- TI: Keynote: Florida Economic Outlook

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

Dr. Jerry Parrish, Chief Economist and Director of Research, Florida Chamber Foundation

High unemployment, dismal revenue collections, and constant uncertainty are all symptoms of Florida's declining economy due to the COVID-19 pandemic.  With 1 in 50 Floridians having contracted COVID-19, and the number of positive cases growing daily, what does the future hold for businesses and the state's economy?  Examine the key indicators for a recovery and the metrics that will drive the reopening economy.

B19- AA: Shift Happens: Florida's Changing CPA Landscape and What it Means to You

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

W.G. Spoor, CPA, PFS, CGMA, Partner, Spoor Bunch Franz

Join 2020-21 FICPA Chair W.G. Spoor for an interactive look at what’s new, evolving and most important within the CPA profession. W.G. will share business insights that have helped his St. Petersburg-based firm grow to nearly 80 staff. He also will discuss the national licensure deregulation environment, COVID019 relief measures, economic recovery and how the Uniform CPA Exam in evolving to help upskill the profession. Participants are encouraged to ask questions, time permitting, during the Q&A.

B20- TI: Shift Happens: Florida's Changing CPA Landscape and What it Means to You

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

W.G. Spoor, CPA, PFS, CGMA, Partner, Spoor Bunch Franz

Join 2020-21 FICPA Chair W.G. Spoor for an interactive look at what’s new, evolving and most important within the CPA profession. W.G. will share business insights that have helped his St. Petersburg-based firm grow to nearly 80 staff. He also will discuss the national licensure deregulation environment, COVID019 relief measures, economic recovery and how the Uniform CPA Exam in evolving to help upskill the profession. Participants are encouraged to ask questions, time permitting, during the Q&A.

Break

Time: Thursday 9:55am - 10:05am

B21- AA: Cyber Assurance: Auditing and Risk Management in the Digital Era

Time: Thursday 10:05am - 10:55am Credits: 1 AA

Roberto Valdez, CPA, CISA, CISM, Director, Cybersecurity and Automation, and Daniel Rosenberg, CPA, CISA, Supervisor, Cybersecurity and Compliance Services, Kaufman Rossin

In response to an evolving landscape of cyber risk, CPAs offer more services relating to data security and integrity as well as assurance over information systems.  SOC reports continue to expand in use and purpose, and professionals find themselves interpreting and applying guidance relating to disruptive changes in technology, such as those relating to robotic process automation, data analytics, and artificial intelligence.  This presentation provides an overview of guidance and considerations for assurance over information systems, such as SOC 1, 2, 3 and SOC for cybersecurity.  Learn trends in cyber risk, including threats for the remote workforce; disruptive changes in technology and their related information risks; key aspects of SOC 1, 2, 3 and SOC for cybersecurity engagements and reports; and how to prepare your clients for assurance relating to information systems.

B22- TI: Tax Credits and Incentives: What You Don't Know Could Cost You!

Time: Thursday 10:05am - 10:55am Credits: 1 TB

Karen Lake, CPA, CFST, Associate Director, Berkowitz, Pollack Brant Advisors & Accountants, and Todd Holt, Vice President, Business Development, Greater Fort Lauderdale Alliance

Tax credits and incentives and State economic development programs may impact a company’s entire business affording them a change to advocate for state tax within the organization, bringing greater value at lower risk.  When credit and incentive prospects and matters are communicated to corporate governance and nontax leaders—including information gleaned from real estate, government affairs, and relocation/expansion departments—businesses can make more informed strategic spending and investment decisions. During this session we will discuss the inner workings and potential business plans and effectively communicate how credits / incentives and various State’s economic development programs (or downsizes) may be enhances or avoided with prior planning, documentation, execution and maintenance.

B23- AA: Accounting for Insurance: 2020-21 Guidance Updates

Time: Thursday 11:00am - 11:50am Credits: 1 AA

Keith E. Johnson, CPA, CIA, CISA, Principal, Keith E. Johnson CPA, PA

Learn the latest and greatest FASB, SOC, ASC 944, and other accounting guidance updates.  As changes to the insurance industry are constantly discussed by Congress and state legislatures, the tax and accounting regulations for the industry are also ever-changing. Explore the latest accounting and tax treatments for insurance transactions, effective dates for implementation, and potential pitfalls for the CPA.

B24- TI: The Business of Medical Cannabis in Florida

Time: Thursday 11:00am - 11:50am Credits: 1 TB

Charles Felix, CPA, CFF, CGMA, Owner/Publisher, South Florida Hospital News and Cannabis News Florida

Learn the history of the medical cannabis business in Florida - from the passing of the law to today.  Hear about the various business models used by the MMTCs.  Public company versus private owner.  Explore the growth strategy of MMTCs.  What is the future of medical and adult use cannabis in Florida?

Lunch

Time: Thursday 11:50am - 12:50pm

B25- AA: The Impact of COVID-19 on M & A: What You Need to Know Before Selling Your Business

Time: Thursday 12:50pm - 1:40pm Credits: 1 AA

Fred Campos, MBA, CPA, Managing Director, CrossBridge Global Advisors, LLC

COVID-19 has had a significant impact on M & A activity, but private firms are actively pursuing deals.  Should a business owner sell now?  How can they prepare for the sale?  Learn how sellers can anticipate pricing negotiations and be in the best possible position to sell their business.

B26- TI: The Well-Informed Traveler: Navigating the World in the Age of COVID

Time: Thursday 12:50pm - 1:40pm Credits: 1 BE

Suzanne Perun, Virtuoso Certified Travel Advisor, Independent Affiliate of Post Haste Travel, and Edie Rodriquez

Learn how the travel industry is reshaping itself and the global impact of COVID-19.  Explore different traveler types and how to see the world from a new perspective.

B27- AA: Mergers and Acquistions: Why Due Diligence?

Time: Thursday 1:45pm - 2:35pm Credits: 1 AA

Brett Cooper.CPA/ABV, ASA, BV/IA, BVAL, CRFAC, Director, Valuation and Advisory, Rivero, Gordimer & Co., PA

Buyers and Sellers, yes sellers, of all sizes of businesses are prudent to perform due diligence on the business they are transacting.  This session will cover the areas in which due diligence should be considered, the aspects of financial due diligence from both the buyer and seller perspective, and some tales from the real world.

B28- TI: Journey to Finding the Optimal Capital Structure Post COVID-19

Time: Thursday 1:45pm - 2:35pm Credits: 1 TB

Judd Appel, Director, M & A and Capital Advisory, BayBridge Capital Advisors

The optimal capital structure of a company is the best mix of debt and equity financing that maximizes a company’s market value while minimizing its cost of capital. In theory, debt financing offers the lowest cost of capital due to its tax deductibility. However, too much debt increases the financial risk to shareholders and the return on equity that they require. Thus, companies have to find the optimal point at which the marginal benefit of debt equals the marginal cost.

Break

Time: Thursday 2:35pm - 2:45pm

B29- AA: What's New with the Yellow Book (and Uniform Guidance)?

Time: Thursday 2:45pm - 3:35pm Credits: 1 AA

Yvonne M. Clayborne, CPA, CAM, CITP, Partner, Carr, Riggs & Ingram, LLC

The 2018 revision of Government Auditing Standards (Yellow Book) is now in effect. This presentation will cover updates and revisions to the Yellow Book that may impact your audit. The presentation will also cover updates and revisions to the Uniform Guidance for you to be aware of for your next Single Audit.

B30- TI: Smart Macro/Long Term Tax & Financial Planning for Your Clients

Time: Thursday 2:45pm - 3:35pm Credits: 1 TB

Jeff Juniper, Investment Advisor Representative IAR, CPA Joint Venture

Over the last 20 years things have changed. The stock market has become more volatile, and our nation's debt is closing in on $27 trillion (which reflects a 35% increase from just a year ago.) Add the fact that social security is forecast to run out of money in 15 years. Its current unfunded liabilities are almost $21 trillion. Medicare being unfunded by $32 trillion and total US unfunded liabilities at $154.5 trillion. That’s $468,000 per US citizen. What does this mean? Is there a tax tsunami on the horizon?  Who will be affected when it hits? For many years most CPAs have focused on micro tax planning for their clients or what they can do this year to minimize taxation. Perhaps it's time to focus on long-term macro tax & financial planning - 20 to 30 years out. Explore the importance of long-term financial planning.  Examine active or tactical investment management versus passive or buy-and-hold.  How do we control volatility and reduce risk? Hear about the most requested topics according to AARP - guaranteed income in retirement for both spouses.  A long-term event could quickly wipe out a client's portfolio.  Gain awareness of the multitude of financial storms facing us now and in the future.

This session sponsored by CPA Joint Venture

B31- AA: Tales From the Federal Courthouse: The Case of the Conniving CFO

Time: Thursday 3:40pm - 4:30pm Credits: 1 AA

Thomas E. Hilton, MSF, CPA, ABV, CFF, ASA, CVA, CGMA, Director, Forensics and Valuation Services, Anders LLP

Take a walk-through of an actual corporate fraud perpetrated by the CFO of a mid-sized midwestern general contracting company. We’ll highlight the circumstances that led to the CFO’s departure as well as fact that most fraud is discovered by accident; in this case due to the unacceptable behavioral patterns of the CFO. Discover how easy it can be for upper level executives to put pressure on subordinates to override or bypass the existing system of internal controls to perpetrate fraud. We will highlight the areas in which the fraud occurred and what happened when our workpapers were used by the Federal Prosecuting attorney to prosecute this senior executive.

B32- TI: Because of Sex: Sexual Discrimination Under the Civil Rights Act of 1964

Time: Thursday 3:40pm - 4:30pm Credits: 1 TB

Jonathan Ingber, CPA, LL.B & MST, Kwal & Oliva, CPAs

Does sex discrimination under Title VII of the Civil Rights Act of 1964 include "sexual orientation" discrimination and "transgender identity" discrimination?  "According to most sexual science estimates, a homosexual orientation is the predominant sexual pattern of 3 to 4 percent of the United States."  Richard Gree, Sexual Science and the Law, p.61, Harvard University Press, 1992.  In the interest of full disclosure Dr. Green, a psychiatrist, lawyer and sexologist, was a first cousin of the author.

Presenters:

  • 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
  • Jonathan Samuel Ingber, CPA,Esq.

    Jonathan S. Ingber is a Tax Memoranda Preparer at the firm of Kwal + Olivia, CPAs and has been an outstanding seminar leader for FICPA for 20 consecutive years. He has been a member of the Florida bar since 1971. Ingber received his bachelor's degree from Queens College of the City University of New York and an LL.B. from New York University School of Law. He was awarded the American Jurisprudence...

    Read more about Jonathan Samuel Ingber here
  • Brett Cooper, ABV,ASA

    Director Valuation & Advisory ServicesRivero, Gordimer & Co, PABrett received a BS with Degree in Accounting from FSU and his background includes two basic skill sets; valuation and forensic accounting, which have lead him to providing services in the consulting areas of valuation of business and business interest, intangible asset valuation, economic damage determination, forensic accounting, M&A...

    Read more about Brett Cooper here
  • 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
  • Keith Edward Johnson, CPA, PA

    PrincipalKeith E. Johnson CPA PAKeith E. Johnson is Principal of Keith E. Johnson CPA PA in Jacksonville. Since 1997, he has provided accounting, auditing and tax services to individuals, businesses, and non-profits throughout Northeast Florida and elsewhere.A member of the FICPA since 1998, Mr. Johnson has served the profession in many capacities over the years, participating in many committees...

    Read more about Keith Edward Johnson here
  • Karen Ann Lake, CPA

    Associate Director of Tax ServicesBerkowitz Pollack Brant, Advisors and AccountantsFor nearly 20 years, Karen Lake 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 favorable manner.Prior...

    Read more about Karen Ann Lake here
  • Mario Ruben Nowogrodzki, CPA, CITP

    PrincipalMendelson Consulting, IncMario Nowogrodzki is 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 and a...

    Read more about Mario Ruben Nowogrodzki here
  • Roberto Elias Valdez, CPA

    Director of Cybersecurity & Automation ServicesKaufman RossinRoberto Valdez, CPA, CISA, is the Director of Cybersecurity & Automation Services for Kaufman Rossin.  He performs advisory and assurance engagements that include robotic process automation services, SOC 1, 2, and 3; IT risk assessments; phishing simulations; and engagements addressing compliance with requirements under HIPAA, FINRA, and...

    Read more about Roberto Elias Valdez here
  • Kathryn K Horton, CFE,CMA,CPA

    Kathryn Horton is President of Kathryn Horton, CPA, PA and is an industry leader in the use of data analytics for audit processes and fraud detection, specifically using Caseware IDEA. Kathryn was the recipient of the 2017 U.S. IDEA User of Excellence Award. She was a featured speaker at the 2018 National IDEA User Conference and has presented on the use of data analytics for fraud detection to...

    Read more about Kathryn K Horton 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
  • Jeff Juniper

    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
  • Yvonne M Clayborne, CITP,CPA

    Yvonne Clayborne is a partner in audit and attest practice of the Melbourne, Florida office of Carr, Riggs & Ingram, LLC. Yvonne has more than 20 years of experience in public practice and 4 years in private industry, serving clients in a variety of  industries including local governments, not-for-profit organizations, construction, manufacturing and CIRAs, providing external audit services as...

    Read more about Yvonne M Clayborne here
  • Charles Felix, CFF,CGMA,CPA

    OwnerSouth Florida Hospital News &Healthcare Report Experience Profile:In more than 4 decades of achievement, Mr. Felix has demonstrated a wide-ranging expertise that includes business strategy, corporate finance management, labor relations and negotiations, management development and leadership, commercial real estate management, brand and image development, and government and regulatory affairs...

    Read more about Charles Felix here
  • Thomas Edward Hilton, MSF, CPA/ABV/CFF, ASA, CVA, CGMA

    PartnerAnders LLPMr. Hilton is a partner in the Fraud, Forensic & Litigation Services Group at Anders LLP in St. Louis. He is an adjunct professor of forensic accounting at the Richard A. Chaifetz School of Business at St. Louis University, and has taught forensic accounting at both the St. Louis and Madrid, Spain campuses.Mr. Hilton has served as a member of the Board of Directors of the American...

    Read more about Thomas Edward Hilton here
  • Matthew A Treskovich, CPA/PFS, MBA, CMA, CITP, CFP, AEP, CLU, ChFC

    Chief Investment OfficerCPS Investment AdvisorsMatt Treskovich is a CPA licensed in Florida and holds the AICPA’s Personal Financial Specialist and Certified Information Technology Professional designations. Matt is also a Certified Financial Planner and a Certified Management Accountant.Matt leads the investment committee and supervises the portfolio trading team at CPS. He also provides...

    Read more about Matthew A Treskovich here
  • Rafael G Garcia Jr, CPA

    Managing PartnerRGA AdvisoryRalph Garcia has avidly studied the evolution of the public accounting profession during his career spanning 40 plus years.  He spent most of this time with a growing regional Tampa practice beginning as a staff accountant and working his way up to leading the firm for 7 years as its Managing Partner.  During his tenure as MP, the firm was recognized as the 2010...

    Read more about Rafael G Garcia Jr here
  • Jasen Stine

    Read more about Jasen Stine here
  • Mauricio Bayon

    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
  • Amy Mann

    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
  • W Gordon Spoor II, CGMA,PFS

    FICPA 2020-2021 Chair W.G. Spoor II, CPA, PFS, CGMA, and partner at St. Petersburg-based accounting firm Spoor Bunch Franz (SBF), is the 2020-21 chair of the Florida Institute of CPAs (FICPA), effective July 1. “W.G. is just the right leader for the FICPA, very humble and effective,” said outgoing FICPA Chair Abby Dupree. “He is masterful at blending diverse opinions into unified action. He...

    Read more about W Gordon Spoor II here
  • Frederico Campos, CPA,MBA

    Read more about Frederico Campos here
  • Todd Holt

    Read more about Todd Holt here
  • Judd Ethan Appel, CPA, ABV

    Read more about Judd Ethan Appel here
  • Shawn McCabe

    Read more about Shawn McCabe here
  • David Anderson

    Read more about David Anderson here
  • Jorge Olavarietta

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