MEGA CPE Conference (Friday)
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Meet. Engage. Grow. Achieve.
2020 brought upheaval to the nation and to the CPA profession. Already in the midst of a dynamic reinvention, CPAs are now also challenged with remote working and learning; new bills and regulations; and clients worried about their financial futures. Through it all, the FICPA has been there - keeping you informed and providing the tools you need to succeed. The 2021 virtual-only MEGA Conference offers the opportunity for you to gain insight into what lay ahead - exploring issues and answers - not only with thought leaders but also with solution experts presenting insights during our complimentary 4-hour CPE TED-Style discussions June 8 from 1-5 pm. (Separate registration required).
2021 MEGA - All You Wanted and More!
Friday, June 11, 2021
Introduction and Opening Remarks
Time: Friday 8:00am - 8:10am
Time: Friday 8:10am - 9:00am Credits: 1 TB
Technology: How Leading Firms Evolve: A Fireside Chat - Panel
Time: Friday 9:05am - 9:55am Credits: 1 TB
Jasen Stine, Tax & Accounting Education Leader, Intuit, Inc., Moderator
Some 76% of firms desire to have greater than 30% of their revenue from advisory, but only 19% of firms are delivering at that level today. Join us for a fireside chat with various leaders from firms across the profession as they discuss key trends - technology, hiring and managing talent, firm culture and mindset, etc. that continue to shape successful client relationships. By attending this session, you will be able to:
Identify the key ways leading firms drive meaningful change in how they operate internally.
Leverage similar approaches in how leading firms look at the technology and people they hire to carry out the firm’s vision.
Gain best practices that you can implement in your own firm right away.
Outline the steps you need to take over the longer-term to become a leading advisory firm.
Accounting & Auditing: Attestation Standards (SSAE) Update
Time: Friday 9:05am - 9:55am Credits: 1 AA
Bruce Nunnally, CPA, CGMA, Carr, Riggs & Ingram, LLC
Four recently issued SSAE Standards made significant changes to Examinations, Reviews and Agreed-Upon Procedures engagements. Get up to date on these changes and the exciting new service opportunities available to practitioners.
Time: Friday 9:55am - 10:05am
Technology: The Dilemma of Social Media and Cybersecurity Risks to CPAs
Time: Friday 10:05am - 10:55am Credits: 1 TB
Christophe Reglat, President/CEO, Coaxis International, Inc.
From closed Facebook groups to LinkedIn profiles, the rise of social media as a business tool has opened the door to untold ways a firm’s business continuity and its client information can be put at risk. In addition to exploiting users for financial gain through surveillance capitalism and data mining, these “free” social media platforms offer a gateway for cybercriminals to up their social engineering game using sophisticated hacking tactics Now more than ever, CPA firms need to have protections and policies in place to thwart cyber-criminals at their own game. This presentation is designed for all types of CPA practices. No prerequisites required.
Objectives Learn the different ways hackers use social media to commit cybercrime and how to make your firm less vulnerable to attacks
Accounting & Auditing: SSARS Update and Activity
Time: Friday 10:05am - 10:55am Credits: 1 TB
Bruce Nunnally, CPA, CGMA, Carr, Riggs & Ingram, LLC.
SSARS 25 is effective in 2021. Get the detailed impact of its changes as well as ongoing activities of the Accounting and Review Services Committee (ARSC).
Technology: Technology and Tax Prep: How AI and Machine Learning Make Tax Season Less Taxing
Time: Friday 11:00am - 11:50am Credits: 1 TB
Amanda Agiullard, Agiullard Accounting
Tax season is a lot of work, especially if you are doing it manually. The tax process of the future is automated, using artificial intelligence and machine learning. Explore how to get started on the tax automation journey, and how cloud accounting plays a central role in the process.
Accounting & Auditing: Common Blunders in Applying Recent Accounting Standard
Time: Friday 11:00am - 11:50am Credits: 1 AA
J. Edward Grossman, CPA, Principal, CliftonLarsenAllen
Explore accounting and financial statement presentation errors and omissions often seen in the application of recent, and some not so recent, accounting standards.
Time: Friday 11:50am - 12:50pm
Technology: Client Accounting Services Advisory Tools
Time: Friday 12:50pm - 1:40pm Credits: 1 TB
David Bergstein CPA, CITP, CGMA, Chief Innovation Officer, Bergstein CPA
This session will focus on helping attendees identify the various "Advisory Service Apps" that permeate the Client Accounting Services space and how they can be utilized to transition from compliance work to advisory services. The future of accounting is all about leveraging AI, automation, and autonomous tools in your practice to minimize compliance work.
Accounting & Auditing: GASB Update
Time: Friday 12:50pm - 1:40pm Credits: 1 AA
Lisa Parker, Project Manager, Governmental Accounting Standards Board (GASB)
Get the latest information on what you need to know from GASB for 2021.
Technology: The Simple Complexity of Automation and RPA (Robotic Process Automation)
Time: Friday 1:45pm - 2:35pm Credits: 1 TB
Details to come!
Accounting & Auditing: What's New with Peer Review
Time: Friday 1:45pm - 2:35pm Credits: 1 AA
Paul Brown, CPA, Director of Technical Services, Florida Institute of CPAs
There have been many changes in peer review over the last year or so. We will cover those changes along with Enhancing Audit Quality initiatives for the last year and upcoming year that will affect peer review. We will also take a look into the AICPA Peer Review Standards Task Force clarity project and what that means for firms.
Time: Friday 2:35pm - 2:45pm
Technology: Are Your Business Payments Safe?
Time: Friday 2:45pm - 3:35pm Credits: 1 TB
Did you know your current check processing is posing risks and exposing your AP payments to payment fraud risks? With internal and external threats on the rise, accounting teams have no time to lose in mitigating the risks of payment fraud, safeguarding sensitive banking information, and ensuring the integrity of the accounting system. Electronic payment solutions, such as virtual cards and ACH transactions, provide greater protections than paper checks, mitigating the risk of payment fraud. Learn how your company can help your accounts payable team can eliminate check writing and start making secure vendor payments today.
- Discuss growing payment fraud risks to your organization
- Highlight recent payment fraud incidents that have impacted businesses
- Learn how to safeguard your business payments through ePayments
Accounting & Auditing: COVID-19 Latest Issues for Accounting and Auditing
Time: Friday 2:45pm - 3:35pm Credits: 1 AA
Steven Morrison, CPA, CFF, Partner-in-Charge, Audit Quality Group, CohnReznick LLP
For over a year, auditors and preparers have been dealing with COVID-19 related accounting and auditing matters. Learn about some of the new A&A topics emerging in 2021 in an up-tempo format with an emphasis on audit quality.
Technology: Technology's Role in Changing the Accounting Profession
Time: Friday 3:40pm - 4:30pm Credits: 1 TB
Jim Bourke, CPA, CITP, CFF, CGMA, Partner & Managing Director of Advisory Services, WithumSmith+Brown
Explore technology’s role in keeping our profession functional and relevant. The recent pandemic forced change onto our profession and with that change came massive disruption on how we do business and collaborate with our clients. We will all agree that selecting the “right” technologies was a recent differentiator in an organization’s ability to survive. Some in our profession struggled with client service, some encountered challenges with a remote workforce while others did not miss a beat. Jim will share his perspective on what he witnessed during this period of change – the good and the bad, and he’ll share some of the best practices for technology in our space around technology and innovative solutions in this new world.
You’ll walk away from this session with a new appreciation and awareness about some of the unique technologies that are ready to take our profession to the next level as well a clear directive to your IT support personnel on the technologies and platforms that should currently be under consideration to allow your practice to function whether your staff are working in the office or working remotely.
Accounting & Auditing: The Working Remotely, COVID, Fraud Cocktail: Sounds like Happy Hour for a Fraudster
Time: Friday 3:40pm - 4:30pm Credits: 1 AA
Kevin Cross, MST, EA, CPA, Account 417, LLC
Fraud while working remotely? No way. Well yes fraud is a chameleon, it adapts to any and every situation. During troubling times we can always expect new and creative fraud to occur but also these dicey times give rise to the discovery of existing fraud. In the words of Warren Buffet, “You only find out who is swimming naked when the tide goes out." Frauds that might be hidden in the good times may be concealed for months or years, but unfortunately, COVID is revealing the cover up and the money stolen. Interestingly enough, Bernie Madoff’s ponzi scheme was uncovered during the last recession in 2008. Explore the small compromises and the ethical dilemma surrounding these choices, low hanging fruit. The Enneagram personality types that may be able to detect, deter, and fudge.
- Meet biennial ethics requirements
- Explore top employee benefits issues
- Learn the latest on state tax
- Discuss hot topics impacting the profession
- Hear what's new in A & A
J. Edward Grossman, CPA, CFE, CMA, CGMA
PrincipalCliftonLarsonAllen LLPEd is a principal with CliftonLarsonAllen having over 35 years of experience in public accounting. Based in Lakeland, Florida, Ed is a member of the firm’s National Assurance Technical Group. His primary responsibilities include being a technical resource for the audit and assurance practice and performing quality reviews of assurance and accounting engagements...Read more about J. Edward Grossman 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
R. Kevin Cross, CPA, MST, EA
Fraud Lecturer, Author and CounselorAccount 417, LLCIf the old adage "it takes one to know one" has an ounce of truth, then the insights gained from our speaker will hold some valuable lessons for your practice.Just as the FBI utilizes the knowledge of former criminals, this is your opportunity to glean from a convicted fraudster. Thirty years ago he was the mastermind behind a large...Read more about R. Kevin Cross here
Lisa R Parker, CPA
Senior Project ManagerGovernmental Accounting Standards BoardLisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB). Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director...Read more about Lisa R Parker 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
Bruce Allen Nunnally, CGMA,CPA
PartnerCarr, Riggs & Ingram LLCBruce Nunnally has over 30 years of public accounting experience, including 10 years with the international public accounting firm, Ernst & Young, LLP. During his career, Bruce has 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...Read more about Bruce Allen Nunnally here
Paul N Brown, CPA, CGMA
Director of Technical ServicesFlorida Institute of Certified Public AccountantsPaul 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...Read more about Paul N Brown here
Steven E Morrison, CPA
PartnerCohnReznickSteven Morrison, CPA, serves in the National Assurance Office of CohnReznick, bringing experience as an engagement partner, quality control reviewer, and as a standard setter in a variety of industries, including automotive dealerships, employee benefit plans, freight, forwarding/mail courier, retail, and wholesale/distribution. His experience encompasses effectively addressing...Read more about Steven E Morrison here
Tax & Accounting Education LeaderIntuit Inc.Jasen has been in the tax and accounting industry for over 20 years and is responsible for setting training and education strategies at Intuit. He is a thought leader, writer, and speaker on the 4th industrial revolution and AI’s impact on the profession. He is a published author in AccountingToday and in Intuit’s Tax Pro Center. He also recently...Read more about Jasen Stine here
James C Bourke, CPA, CITP, CFF, CGMARead more about James C Bourke here
- employee benefits
- state tax
CPAs and other finance professionals