Florida Fall University Accounting Conference: Florida Gulf Coast University & University of South Florida - Fully Virtual

UFFC
Thursday, October 28, 2021 - Friday, October 29, 2021
8:00AM - 4:25PM (opens at 7:30am) EST
16Credits
Accounting and Auditing and Behavioral and Technical Business

Registration is Open

Members
$400.00 Regular Price
Non-Members
$650.00 Regular Price
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Course Type: CPE Conferences
Course Code: 21/UFFC
Vendor: Florida Institute of CPAs
Field of Study: Auditing, Accounting, Business Management & Organization, Computer Software and Applications, Economics, Finance, Specialized Knowledge, Information Technology, Taxes

Overview:

Break out the mascots! Don your school colors! Join us for the hottest Florida university event!
The FICPA Florida Fall University Conference is bringing together topics and speakers gleaned from the 2021 USF and FGCU agendas into one great virtual event. No need to leave the comfort and convenience of your home or office. This lineup is the product of two outstanding committees addressing all of the cutting-edge issues you need explored. Economics, Data Analytics, Employment Law Update, Cyber Security, Revenue Recognition, and more.  You'll be hard-pressed to find a more well-rounded agenda. And, what's a university conference without your team? Group discounts are available for five or more. So mark your calendars - October 28-29. Let the virtual tailgating begin! 

CPE Credit:

This conference qualifies for 5 Accounting & Auditing (AA), 10 Technical Business (TB)  and 1 Behavioral (BH) hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation.


 

Schedule:

Thursday, October 28, 2021

Opening Remarks & Economic & Capital Markets Update

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

Matthew A. Treskovich, CPA/PFS, CITP, CFA, CMA, MBA, CFP, AEP, CLU, ChFC, FLMI - Chief Investment Officer - CPA Investment Advisors

This presentation will discuss the impact of COVID-19 on the economy and capital markets. History will be used as a guide to understand the markets, with emphasis on the importance of investor behavior. Pandemic-related  programs will be reviewed to see what worked, what didn't work, and evaluate potential long-term effects on the economy and markets.

Presenters:

Employment Law Update

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

Chris Cavaliere and Brad deBeaubien, Employment Law Attorneys/Partners, Shumaker, Loop & Kendrick, LLP

Examine the employment-related bills proposed during the 2021 legislative session and other significant employment law developments impacting the accounting industry and its clients.

Presenters:

Break

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

Florida Sales & Use Tax - Construction Industry and Business Mergers, Acquisitions, and Asset Transfers

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

James H. Sutton, Jr., CPA, Esq., LLM, Shareholder, Moffa, Sutton, & Donnini, PA

This will be a highly focused section covering the Florida sales and use tax implications for both the Construction Industry and Business mergers, acquisitions, and Asset Transfers. These areas cover some of the most complex and least intuitive areas of Florida sales tax that catch many business owners and practitioners off guard.

Presenters:

Diversity and Inclusion in the Workplace

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

Randall Croom, Ph.D., Assistant Professor of Management, Stetson University

This presentation focuses on key issues related to equity and inclusion at work, and how individuals and organizations can manage these issues successfully to create long term value. Also discussed is alignment between equity and inclusion issues and positive organizational values.

Presenters:

Lunch

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

Latest Tax Legislation Update

Time: Thursday 12:50pm - 2:30pm Credits: 2 TB

John J. Connors, JD, CPA, LLM, Professor, Tax Educator's Network, Inc.

Congress is in the midst of approving a $3.5 trillion "infrastructure bill" which would contain a number of significant tax changes. This update will focus on the final package of changes and what it will mean for our clients, both for yearend planning, as well as future tax years.

Presenters:

Break

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

Cybersecurity Panel

Time: Thursday 2:40pm - 4:20pm Credits: 2 TB

Moderater: David Reali, CPA Panelists: Christophe Reglat, President/CEO, Coaxis International; Petar Besalev, Director of Cyber Risk and Privacy, A-lign; and Mario Nowgrodski, Consultant, Mendelson Consulting

Businesses need to have protections and policies in place to thwart cyber-criminals at their own game. This panel discussion from leading experts will discuss best practices in the cybersecurity industry to help you and your company mitigate risk.

Presenters:

Friday, October 29, 2021

Opening Remarks & The Latest on Revenue Recognition and Leases

Time: Friday 7:55am - 9:40am Credits: 2 AA

Bruce Nunnally, CPA, CGMA, Partner Emeritus, Carr Rigg & Ingram, LLC

Implementation of the Revenue Recognition and Lease accounting standards continues with the requirement that nonpublic entities implement the Lease standard for periods beginning after December 31, 2021. The FASB has also provided additional guidance in 2021 for both Revenue Recognition and Lease application.

Presenters:

Break

Time: Friday 9:40am - 9:50am

Florida Legislative Update

Time: Friday 9:50am - 10:40am Credits: 1 TB

Justin Thames, Director of Government Affairs, FICPA

This session will cover the results of the 2021 Legislative Session, legislation impacting state and local governments and an overview of the states Sunshine Laws.

Presenters:

FASB Update- Private Company Focus

Time: Friday 10:45am - 11:35am Credits: 1 AA

Michael Cheng, CPA, Partner, Frazier & Deeter

Join Mike Cheng for a plain English discussion about recent and pertinent technical accounting matters that may affect private companies reporting under US GAAP.

Presenters:

Lunch

Time: Friday 11:35am - 12:35pm

Communication in a Remote Environment: Panel Presentation

Time: Friday 12:35pm - 2:15pm Credits: 2 TB

Moderator: Catherine Stout, Senior Manager, Assurance Services, Thomas Howell Ferguson P.A.  Panelists: Rick Gallegos, President/CEO, Dale Carnegie of Tampa Bay; Stephanie Oyler-Rankin, SOC Practice Lead, A-LIGN; and Stacie Everhart, Audit Senior, Saltmarsh, Cleaveland & Gund

Explore best practices for effective communication in a remote environment. Learn about strategies, techniques, and technology to help your team work effectively in any environment. This panel will include speakers from the public accounting industry and a specialist from a professional development organization.

Presenters:

Break

Time: Friday 2:15pm - 2:25pm

A Haunted Look into the World of Sales and Use Taxes

Time: Friday 2:25pm - 3:15pm Credits: 1 TB

Joe Moffa, Shareholder, Moffa Sutton & Donnini, P.A.

A hair raising review of sales tax requirements in the new world of economic nexus. A devilish review of recent Florida sales tax developments with some tricks and treats.

Presenters:

Unlocking the Dynamic Power of Data Analytics

Time: Friday 3:20pm - 4:10pm Credits: 1 TB

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

Explore the benefits of data analytic technology, focusing on practical applications for gaining big data insights. Learn data mining techniques including advanced statistical and numeric theories, visualization and the creation of process automation. Explore different forms of proximity analysis and the transformation of transactional reviews. Understand, through actual demonstration using data analytic technology, the value of data analytics and why this methodology is vital to your continued professional success.

Presenters:

Objectives:

  • Learn the latest on the economic and capital markets front
  • Explore trends in employment law
  • Understand buy/sell agreements
  • Examine taxation at the federal level
  • Expand your knowledge of diversity and inclusion in the workplace
  • Learn new tax proposals affecting both business and personal wealth
  • Dive deep into cybersecurity issues
  • Explore the latest in revenue recognition and leases
  • Examine the latest information from the PCAOB
  • Dive deep into communications in a remote environment
  • Learn the latest on sales and use taxes
  • Unlock the power of data analytics

 

Presenters:

  • Mario Ruben Nowogrodzki, CPA, CITP

    Mario Nowogrodzki is an information systems consultant and instructor. He is the founder and CEO of Mendelson Consulting, which specializes in software solutions to optimize business operations and maximize financial results.Mario is a frequent author and instructor of accounting technology topics and a contributing author and speaker  for  Intuit,  The  Woodard Group,  and  other national ...

    Read more about Mario Ruben Nowogrodzki here
  • James Holland Sutton Jr, CPA, Esq., LLM

    James concentrates in the area of Florida tax matters, with an almost exclusive focus on Florida Sales and Use Tax. Mr. Sutton has 25+ years of experience working in Federal tax as well as State and Local Tax ("SALT"), including at a "Big 5" CPA firm and a tax consulting firm handling a wide variety of state tax planning and consulting work for Fortune 1,000 companies. Since 2001, Mr. Sutton has...

    Read more about James Holland Sutton Jr here
  • Kathryn K Horton, CPA, CMA, CIDA, CFE

    Kathryn Horton is President of Kathryn Horton CPA PA and is an industry leader in the use of data analytics, specifically using Caseware IDEA. Kathryn was the recipient of the 2017 North America IDEA User of Excellence Award. She was a featured speaker at the 2018 and 2020 National IDEA User Conference and has presented on data analytics to both regional and national audiences, including the 2021...

    Read more about Kathryn K Horton 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
  • Justin A Thames, DPL

    Justin Thames joined the FICPA in June 2011 as the Governmental Affairs Manager and was promoted to Director of Governmental Affairs in July 2015.  In this role, Justin is responsible for leading the Governmental Affairs Department in regulatory and lobbying activities including; developing creative strategies to accomplish the legislative and regulatory objectives, meeting with state legislators...

    Read more about Justin A Thames here
  • Bruce Allen Nunnally, CGMA,CPA

    Bruce Nunnally has over 32 years of public accounting experience, including 9 years with the international public accounting firm, Ernst & Young, LLP.During his career, Bruce served clients in a wide range of industries with varied financial reporting requirements. He has been directly responsible for directing audits serving small businesses to Fortune 200 companies.Bruce is a national lecturer...

    Read more about Bruce Allen Nunnally here
  • Joseph Calvin Moffa, Esq.

    Joe Moffa is the founder and managing shareholder of the firm. Joe Moffa concentrates in the area of state taxation and has been a licensed Certified Public Accountant since 1982 and a licensed member of the Florida Bar since 1984. Prior to practicing law, Mr. Moffa worked with Deloitte and Touche for over 10 years, the last 4 years of which he led the firm's Florida State And Local Tax (SALT)...

    Read more about Joseph Calvin Moffa here
  • Petar Besalev, CISA, CIPT, CCSK

    Petar Besalev is the SVP of Cybersecurity and Privacy Services at A-LIGN. He is responsible for overseeing all security services that A-LIGN offers including PCI DSS, Penetration Testing, FISMA, FedRAMP, and privacy assessment services such as GDPR. Petar has provided IT security, audit, consulting and compliance services for Fortune 500 companies in multiple industries including manufacturing...

    Read more about Petar Besalev here
  • Matthew A Treskovich, CPA/PFS, CITP, CFA, CMA, CFP, AEP, MBA, CLU

    As the Chief Investment Officer, Matt Treskovich leads both the CPS Investment Committee and portfolio trading team. Through his leadership, the CPS Team is able to help individuals, businesses, and non-profit organizations create financial plans and invest wisely to meet their unique goals. Matt is a Certified Public Accountant licensed in Florida. During the past 20 years in financial services...

    Read more about Matthew A Treskovich here
  • Daryl A Johnson, CIA,CMA,CPA

    Daryl Johnson is a licensed Florida certified public accountant with over thirty-five years of practical accounting experience. He is currently professionally engaged as a sole practitioner in Lakeland, Florida, where has lived and worked since 1982. He also is a Certified Management Accountant as well as a Certified Internal Auditor. Prior to moving to Lakeland, he lived and worked in the Tampa...

    Read more about Daryl A Johnson here
  • Catherine Jean Stout

    Since 2015, Catherine has been providing assurance services. The majority of her career is dedicated to the insurance industry. Her experience includes auditing insurance organizations in order to provide a range of services including financial statement audits, compliance audits, compilations, agreed-upon procedures, and other services. She also has experience in compiling quarterly and annual...

    Read more about Catherine Jean Stout here
  • Kathleen Ann Hargreaves, CPA, CFP, CPC

    Ms. Hargreaves leads KB Healthcare Consultants which is comprised of a team of accountants, consultants and certified professional coders who provide “best practice” service solutions to healthcare industry organizations, including physician and dental groups, laboratories, hospitals and ambulatory surgery centers. Her practice areas include valuation, merger and acquisition planning, business and...

    Read more about Kathleen Ann Hargreaves here
  • Stacie Marie Everhart

    Stacie Everhart graduated from USF with her Bachelors in Accounting and is a licensed CPA in the state of Florida. She spent 3 years in public accounting before switching gears and joining Taylor White as a Senior Recruiter. Her passion is helping candidates find their market value and land their dream job. She has been voted best aunt for 11 years and counting.

    Read more about Stacie Marie Everhart here
  • David J Reali, CPA

    A resident of Manatee County for over 50 years, David graduated from the University of South Florida (Go BULLS!). Licensed as a CPA in the State of Florida, David has worked for a large regional firm and has owned and operated his own tax practice in Bradenton for 6 years, specializing in small businesses (especially new startups) and individual taxes.David is a veteran of the US Army where he...

    Read more about David J Reali here
  • Randall Croom, Ph.D., MBA

    Dr. Randall Croom worked in private industry in product management for a life sciences company and in distribution management for a Fortune 100 retailer after completing undergraduate and graduate work at the Sybil C. Mobley School of Business and Industry at Florida A&M University.• PhD, management, University of Florida• M.BA, management and marketing concentrations, Florida A&M University• BS...

    Read more about Randall Croom here
  • Brad deBeaubien

    Clients rely on Brad for his broad range of experience as a business lawyer, counseling clients primarily on labor and employment matters.  Brad’s practice focuses on representing employers in a wide variety of state and federal employment law issues, including wage and hour litigation, discrimination and retaliation actions, restrictive covenant and trade secret claims and other employment...

    Read more about Brad deBeaubien here
  • Chris Cavaliere

    A practical advisor and passionate advocate for his clients, Chris helps businesses prevent and resolve legal disputes with their employees.  Focusing on labor and employment law, he assists both large and small employers with employment issues relating to hiring and firing, background checks, employee handbooks, compensation, overtime, discrimination, harassment, retaliation, breach of contract...

    Read more about Chris Cavaliere here
  • Rick Gallegos

    Rick J. Gallegos is President/CEO of Dale Carnegie Training in the Tampa Bay area. Dale Carnegie specializes in providing leadership and coaching skills for executives and individuals who are interested in achieving peak performance. Rick is a highly sought after motivational speaker, author and instructor for Dale Carnegie Training Tampa Bay. He serves as President of the Board of Directors for...

    Read more about Rick Gallegos here
  • Stephanie Oyler-Rankin

    Stephanie is the SOC Practice Lead at A-LIGN focused on managing and growing the SOC Practice, which performs SOC 1, SOC 2, SOC 3 and HIPAA attestations, as well as AUP, Microsoft SSPA, DMF and readiness engagements. Stephanie’s responsibilities include serving as a subject matter expert to both clients and employees, as well as organizing trainings and sharing guidance related to methodology...

    Read more about Stephanie Oyler-Rankin here
  • John J. Connors, JD, CPA, LLM

    As an accounting graduate of La Salle University in Philadelphia, Prof. Connors went on for his law degree at the University of Notre Dame, graduating in 1980. After serving as an instructor in the School of Business Administration, he obtained his Masters of Law in Taxation at the Universityof Miami Law School in Coral Gables, Florida. He then served on the graduate tax faculty at the University...

    Read more about John J. Connors here

Major Topics:

  • Economy
  • Employment law
  • Taxation
  • Cybersecurity
  • Revenue Recognition
  • Leases
  • PCAOB
  • Remote communication
  • Data analytics

Designed For:

CPAs, accountants, and financial managers with a broad interest in current accounting issues

Prerequisite:

Basic understanding of accounting principles

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