MEGA CPE Conference Livestream (MEGAWEB)

22 MEGA onlne
22 MEGA onlne
Wednesday, June 08, 2022 - Friday, June 10, 2022
Webcast or Webinar, Online
8:15AM - 4:15PM (opens at 7:45AM) EST
24Credits
Accounting and Auditing and Behavioral and Technical Business

Register Now & Attend Live Stream

Members
$590.00 Regular Price
Non-Members
$965.00 Regular Price
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Course Type: CPE Conferences
Course Code: 22/MEGAWEB
Vendor: Florida Institute of CPAs
Field of Study: Auditing, Accounting, Business Management & Organization, Finance, Specialized Knowledge, Information Technology, Taxes

Overview:

TAKE ADVANTAGE OF GROUP DISCOUNTS OF 15% FOR GROUPS OF 5-7 AND 20% ON GROUPS OF 8 OR MORE.  CALL MSC AT 800-342-3197 TO REGISTER.

Meet. Engage. Grow. Achieve.

The past two years have brought upheaval to the nation and to the CPA profession. We've faced a myriad of challenges - remote working, increased cybersecurity threats, new bills and regulations, clients worried about their financial futures - to name just a few.  Like never before, your mindset, skills and ability to pivot are crucial to your success in serving your clients. 

MEGA 2022 livestream is designed with you, and your needs, in mind.  Day 1 features 8 hours of Employee Benefits topics, ideal if you cannot make it to MEGA in person.  Day 2 features keynote presentations from Melissa Stuckey, Associate Athletic Director and CFO, University of Florida Athletic Association, and Melanie Griffin, Secretary, Florida Department of Business and Professional Regulation.  Day 3 features keynote presentations from Barry Melancon, CEO, American Institute of CPAs (AICPA) and motivational speaker Lucas Boyce.  Throughout days 2 and 3, you'll receive cutting-edge information on the most popular topics in each time slot.  Details on most popular sessions will be available by May 1.

So, relax and enjoy the conference from the comfort of your home or office.  It's not just A conference...it's MEGA!

 

 

 

 

Schedule:

Wednesday, June 8, 2022

Opening Remarks

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

Department of Labor Update & Form 5500

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

Marcus Aron, CPA, CGMA, Acting Chief, Division of Accounting Services, Employee Benefits Security Administration, U.S. Department of Labor

Audits of employee benefits plans are neither simple or risk free.  Find out what's expected of benefit plan auditors in meeting professional standards and regulatory requirements.  Learn how to make your benefit plan audits best in class and how to add value to your clients.

Presenters:

Cybersecurity Best Practices: Managing Cyber Threats to your Employees and their Benefit Plans

Time: Wednesday 9:10am - 10:00am Credits: 1 AA

Michael E. Seip, MBA, CMMC-RP, WithumCyber

Did you know that employee benefit plans can just as easily be at risk of a cyber-attack as large corporations?  It's only a matter of if -not when- you will be affected.  Learn how you can manage cyber-threats and best utilize real-world technology practices to secure your environments.

Presenters:

Break

Time: Wednesday 10:00am - 10:15am

A & A Update - Employee Benefits Focused

Time: Wednesday 10:15am - 11:10am Credits: 1 AA

Jodi Malis, Partner, Hancock Askew & Co, LLP and Gwen Mazzola, Assurance Partner, ERISA Leader, Hogan Taylor LLP

Receive an overview of the recently issued accounting and auditing standards impacting Employee Benefits Plans, with a focus on SAS 136, Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA.  Objectives:

  • To gain an understanding of the recently issued auditing standards and exposure drafts
  • Overview of the new performance requirements per SAS 136, including engagement acceptance considerations, relevant plan provisions, and reportable findings
  • Discussion of other Employee Benefit Plan resources

Presenters:

Lunch

Time: Wednesday 11:10am - 12:30pm

Risk Assessment and Planning of EBP

Time: Wednesday 12:30pm - 1:20pm Credits: 1 AA

Jodi Malis, Partner, Hancock Askew & Co., LLP and Gwen Stoute, Assurance Partner, ERISA Leader, Hogan Taylor LLP

Explore the planning and risk assessment process for an employee benefits plan audit, including consideration of SOC 1 reports and ERISA Section 103(a)(3)(C) audits, utilizing examples of documentation tools.  Objectives:

  • Discuss risk assessment and the design of and linkage to planned procedures based on risk evaluation by audit area at the assertion level utilizing examples of documentation tools
  • Consider relevant plan provisions or risk assessment and planning
  • Understand when an ERISA Section 103 (a)(3)(C) audit is appropriate
  • Review of SOC 1 reports and its impact on planned procedures and risk assessment, walk-through a SOC 1 evaluation, including internal and user control considerations

Presenters:

Common Errors and Deficiencies in Employee Benefits Plans - Part 1

Time: Wednesday 1:30pm - 2:20pm Credits: 1 AA

John Burgess, Principal, Shumaker, Loop & Kendrick, LLP; Sharon Bradley, Partner, Daszkal Bolton, LLP; and Henry Martin, Partner, Daszkal Bolton, LLP

Examine  some of the common errors and corrections that need to be made to employee benefit plans, including what may be required to correct a failure in annual compliance testing.  To help illustrate these concepts, the panel will discuss case studies that show the steps required to fix some of these concerns.

Presenters:

Break

Time: Wednesday 2:20pm - 2:35pm

Common Errors and Deficiencies in Employee Benefits Plans - Part 2

Time: Wednesday 2:35pm - 3:25pm Credits: 1 AA

John Burgess, Principal, Shumaker, Loop & Kendrick, LLP; Sharon Bradley, Partner, Daszkal Bolton, LLP; and Henry Martin, Partner, Daszkal Bolton, LLP

Examine some of the common errors and corrections that need to be made to employee benefit plans, including what may be required to correct a failure in annual compliance testing.  To help illustrate these concepts, the panel will discuss several case studies that show the steps required to fix some of these scenarios.

Presenters:

Quality Management Standards Update

Time: Wednesday 3:35pm - 4:25pm Credits: 1 AA

Paul Brown, CPA, Director of Technical Services, Florida Institute of CPAs

These new standards will impact almost all public accounting firms. Learn what was originally proposed, what was the final adoption, and more importantly how these standards will impact your firm going forward. Major topics considered will be: risk assessment of your firm's quality management; inspection processes; engagement quality control procedures; information and communication; and engagement partner responsibility among others.

Presenters:

Panel Discussion: Ask the Employee Benefits Plan Experts

Time: Wednesday 4:40pm - 5:30pm Credits: 1 AA

Moderator: John Burgess, Principal, Shumaker, Loop & Kendrick, LLP  Panelists: Jodi Malis, Partner, Hancock Askew & Co, LLP, Gwen Stoute, Assurance Partner, ERISA Leader, Hogan Taylor LLP and Marcus Aron, Acting Chief, Division of Accounting Services, U.S. Department of Labor

Come prepared to discuss issues in employee benefits and get your questions answered!

Presenters:

Thursday, June 9, 2022

Creative Uses of South Dakota Trust in Sophisticated Estate Planning

Time: Thursday 7:00am - 7:50am Credits: 1 TB

Jonathan Gopman, Partner, Nelson Mullins

This presentation will cover sophisticated uses of South Dakota trusts for income and wealth preservation planning purposes. We will discuss strategies that can pass significant amounts of wealth and reduce a taxpayer’s annual income tax liability in a significant manner using South Dakota asset protection dynasty trusts, GRATs, CRUTs, CRATs and CLATs. This session will also examine the benefits of using South Dakota trusts to hold Private Placement Life Insurance Policies. Finally, the session will discuss the use of South Dakota community property trusts to obtain a dual step in basis at the death of the first spouse to die.

Introduction & Opening Remarks

Time: Thursday 8:00am - 8:15am

Keynote Presentation: Inside College Athletics in 2022

Time: Thursday 8:15am - 9:05am Credits: 1 TB

Melissa Stuckey, Associate Athletics Director and CFO, and Kim Green, Associate Athletic Director of Compliance, University of Florida Athletic Association

Explore the growing landscape of college athletics from the perspective of the Chief Financial Officer, NCAA compliance officer and student athlete.  Florida Universities have competed in intercollegiate athletics since the early 1900’s and are on the forefront of today’s innovative and exciting changes.  Discussion will center around how the development of Name, Image and Likeness legislation has created opportunities for student athletes to promote their platform, along with insights around the shifting landscape of NCAA compliance and recent supreme court rulings.

 

Presenters:

Lions, Tigers and Crypto, Oh No! - Part 1

Time: Thursday 9:15am - 10:05am Credits: 1 TB

Dan Ramey, CPA/CFF/ABV/CITP, CFE, CIA, CVA, CMA, CISA/CISM, President, Houston Financial Forensics, LLC

Cyberfraud and employee fraud are two of the largest distractions in business today, especially with our WFH environment and the COVID-19 crisis.  Now we add the rise and use of cryptocurrency and we have a dynamic environment for fraud to occur.  Learn what is occurring with  cyberfraud, employee fraud, and cryptocurrency in our 2022 world.  Learn some of the newest cyberfraud schemes and what cybercriminals are doing to relieve you of your hard-earned money.  Take aways to secure your business operations from fraud and cyberfraud, improving your cybersecurity, cryptocurrency and blockchain basics will be shared, along with strengthening internal controls related to reducing the likelihood of being a victim. Objectives:

  • Understand the broad range of fraud that can be perpetrated upon a business
  • Receive updates on the latest frauds occurring in businesses
  • Understand the basics of cryptocurrency transactions and blockchain operations
  • Receive a set of to-do items to help secure your organization from employee and cyberfraud

Presenters:

Break

Time: Thursday 10:05am - 10:30am

Lions, Tigers, and Crypto, Oh No! - Part 2

Time: Thursday 10:30am - 11:20am Credits: 1 TB

Dan Ramey, CPA/CFF/ABV/CITP, CFE, CIA, CVA, CMA, CISA/CISM, President, Houston Financial Forensics, LLC

Cyberfraud and employee fraud are two of the largest distractions in business today, especially with our WFH environment and the C?OVID-19 crisis.  Now we add the rise and use of cryptocurrency and we have a dynamic environment for fraud to occur.  Learn what is occurring with cyberfraud, employee fraud, and cryptocurrency in our 2022 world.  Learn some of the newest cyberfraud schemes and what cybercriminals are doing to relieve you of your hard-earned money.  Take aways to secure your business operations from fraud and cyberfraud, improving your cybersecurity, cryptocurrency and blockchain basics will be shared, along with strengthening internal controls related to reducing the liklihood of being a victim.  Objectives:

  • Understand the broad range of fraud that can be perpetrated upon a business
  • Receive updates on the latest frauds occurring in businesses
  • Understand the basics of cryptocurrency transactions and blockchain operations
  • Receive a set of to-do items to helpsecure your organizations from employee and cyberfraud

Presenters:

Bears Will be Bears - Fraudsters Too

Time: Thursday 11:30am - 12:20pm Credits: 1 AA

Daniel Porter, CFE, Guest Lecturer, Middle Tennessee State University and Vanderbilt University School of Law

Bears are intelligent and motivated to find food.  When I left some fried chicken in my Jeep while in Gatlinburg, a bear tore a hole in the top and ate the chicken and part of my Jeep.  He was just a bear being a bear.  I’m responsible because I left the chicken in the Jeep and gave him the opportunity.  Similarly, people are intelligent and motivated to survive.  If we give them opportunity by not implementing good internal controls, they will take our assets.

This session reviews the detection of the fraud and the subsequent investigation and prosecution of the former director of a conference center who took advantage of lax internal controls of a joint-venture and stole thousands.  She was just a fraudster being a fraudster.

 

Presenters:

Lunch

Time: Thursday 12:20pm - 2:00pm

Building a Better Internal Control Environment: It's More Than Addressing Opportunity - Part 1

Time: Thursday 2:00pm - 2:50pm Credits: 0.5 AA,0.5 BE

Michael "Bret" Hood, Director, 21st Century Learning and Consulting

When accountants and internal auditors look to build and improve internal control systems, they frequently focus their efforts on minimizing opportunities for theft and malfeasance.  However, the latest scientific research shows that there are better ways to proactively influence those who might intentionally or inadvertently step across ethical lines.  Learn how to implement behavioral nudges into internal controls in order to better protect both your organization and the people within.  At the conclusion of this session, attendees will be able to:

• Define moral equilibrium 
• Develop internal controls that address the advantages/disadvantages of moral equilibrium 
• Create mental triggers to avoid the slippery slope of fraud and unethical decisions 
• Develop methods, policies, and procedures to trigger automatic ethical responses in employees 
• Design visual, auditory, and procedural cues that will improve the ethical culture of an organization

Presenters:

Building a Better Internal Control Environment: It's More Than Addressing Opportunity- Part 2

Time: Thursday 3:00pm - 3:50pm Credits: 0.5 AA,0.5 BE

Michael "Bret" Hood, Director, 21st Century Learning & Consulting

When accountants and internal auditors look to build and improve internal control systems, they frequently focus their efforts on minimizing opportunities for theft and malfeasance.  However, the latest scientific research shows that there are better ways to proactively influence those who might intentionally or inadvertently step across ethical lines.  Learn how to implement behavioral nudges into internal controls in order to better protect both your organization and the people within.  After this session, attendees will be able to:

• Define Moral Equilibrium
• Develop internal controls that address the advantages/disadvantages of moral equilibrium.
• Create mental triggers to avoid the slippery slope of fraud and unethical decisions.
• Develop methods, policies, and procedures to trigger automatic ethical responses in employees.
• Design visual, auditory, and procedural cues that will improve the ethical culture of an organization.

Presenters:

Break

Time: Thursday 3:50pm - 4:15pm

Keynote Presentation - The DBPR and Florida CPAs: A Partnership for Success

Time: Thursday 4:15pm - 5:05pm Credits: 1 **

Melanie Griffin, Secretary, Florida Department of Business and Professional Regulation

Leading the Florida Department of Business and Professional Regulation and overseeing the Board of Accountancy, Secretary Melanie Griffin will share insights and highlights from her first few months as head of the agency.

 

Melanie Griffin is an attorney with Shumaker, Loop & Kendrick and senior advisor for business-to-business relationships for Shumaker Advisors Florida. She is also the Founder and Owner of Spread Your Sunshine, a business that provides speaking and professional-training services; and designs, manufactures and sells inspirational products and gifts.

 

Secretary Griffin is president of the Hillsborough Association of Women Lawyers Executive Board of Directors; serves on the Florida State University College of Law Board of Visitors; and is a Fellow of The Florida Bar Foundation. She earned her bachelor’s degree in finance, master of business administration and juris doctor degree from Florida State University.

 

As a small business owner, Secretary Griffin has a unique perspective on government and how DBPR can best serve its clients and constituencies.

Presenters:

Friday, June 10, 2022

How Lawyers and Accountants Work Together

Time: Friday 7:00am - 7:50am Credits: 1 TB

This session will address:

  • What Accountants Can’t Do, and How Lawyers Step in To Assist
  • Document Handling between CPAs and Attorneys and Ensuring Compliance with All Legal Standards
  • Merging Interests: CPAs and Attorneys and how Interests Align

Opening Remarks and Women to Watch Awards

Time: Friday 8:00am - 8:20am

Break

Time: Friday 8:20am - 8:30am

Keynote Presentation - The Future of the Profession

Time: Friday 8:30am - 9:20am Credits: 1 TB

Barry C. Melancon, CPA, CGMA, President and CEO, American Institute of CPAs and CEO, Association of International Certified Professional Accountants

Join AICPA President and CEO, Barry Melancon, as he explores the future of the profession, including future proofing the profession; federal regulatory issues; firm trends; talent pipelines and more.

Presenters:

Break

Time: Friday 9:20am - 9:45am

GASB Update - Part 1

Time: Friday 9:45am - 10:35am Credits: 1 AA

Lisa R. Parker, CPA, CGMA, Senior Project Manager, Governmental Accounting standards Board (GASB)

Learn about the latest GASB pronouncements that become effective in the coming fiscal years. The session will also explain some of the projects on GASB's current technical agenda and research agenda.

GASB Update - Part 2

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

Lisa R. Parker, CPA, CGMA, Senior Project Manager, Governmental Accounting Standards Board (GASB)

Learn about the latest GASB pronouncements that become effective in the coming fiscal years.  The session will also explain some of the projects on GASB's current technical agenda and research agenda.

Lunch

Time: Friday 11:35am - 12:55pm

Implementing Leases: The Challenges We Face

Time: Friday 12:55pm - 1:45pm Credits: 1 AA

J. Edward Grossman, CPA, CFE, CMA, CGMA, Principal, National Assurance Technical Group, CliftonLarsonAllen LLP

Learn what challenges the profession will be addressing as leasing changes are implemented.

Presenters:

The Story of Internal Controls: The Case of Netflex and More - Part 1

Time: Friday 1:55pm - 2:45pm Credits: 1 AA

Jonathan T. Marks, CPA, CFF, CITP, CGMA, CFE, PI & NACD Board Fellow, Partner, Firm Practice Leader, Global Forensic, Compliance & Integrity Services, Baker Tilly US LLP

On December 14, 2021, in the Northern District of California, Michael Kail, the former VP of IT operations at Netflix, was sentenced to 30 months in federal prison after his fraud and money laundering conviction.  Kail was indicted in 2018 and charged with 19 counts of wire fraud, three counts of mail fraud, and seven counts of money laundering.  These corporate fraud stories are becoming more pervasive and are not isolated to a particular industry.  In recent years, we have seen stories on the illegal conduct of executives from WorldCom, Tyco, Wells Fargo, Fannie Mae, and others.  One root cause amongst all of them: internal controls.  Learn about recent cases that involve internal control failures and provide a road map to understanding better and design internal controls.  Specific topics include:

  • What is internal control, really?
  • What are the key enemies of controls?
  • Red flags and how they can be used to design controls
  • A process and methodology to properly design a control
  • Fraud trends: The arrogance of some who think they can override or circumvent internal controls and believe they won't get caught

Break

Time: Friday 2:45pm - 3:00pm

The Story of Internal Controls: The Case of Netflex and More - Part 2

Time: Friday 3:00pm - 3:50pm Credits: 1 AA

Jonathan T. Marks, CPA, CFF, CITP, CGMA, PI & NACD Board Fellow, Partner, Firm Practice Leader, Global Forensic, Compliance & Integrity Services, Baker Tilly US LLP

On December 14, 2021, in the Northern District of California, Michael Kail, the former VP of IT at Netflix, was sentenced to 30 months in federal prison after his fraud and money laundering conviction.  Kail was indicted in 2018 and charged with 19 counts of wire fraud, three counts of mail fraud, and seven counts of money laundering.  These corporate fraud stories are becoming more pervasive and are not isolated to a particular industry.  In recent years, we have seen stories on the illegal conduct of executives from WorldCom, Tyco, Wells Fargo, Fannie Mae, and others.  One root cause among all of them: internal controls.  Learn about recent  cases that involve internal control failures and provide a road map to understanding better designed internal controls.  Specific topics include:

  • What is internal control, really?
  • What are the key enemies of controls?
  • Red flags and how they can be used to design controls
  • A process and methodology to properly design a control
  • Fraud trends: The arrogance o some who think they can override or circumvent internal controls and believe they won't get caught

Keynote Presentation: We Are Living Proof: You Are Built for something More

Time: Friday 4:00pm - 4:50pm Credits: 1 BE

Lucas Boyce, Motivational Speaker and Former Executive Orlando Magic

This keynote presentation that details Lucas’ journey to overcome significant obstacles to achieve three once-in-a-lifetime goals. Personal history or external conditions outside of our control don’t have to determine our future trajectory, success and/or fulfillment. While some may view past and present conditions as an eternal harness and cause for inaction or paralysis, Lucas shares why our obstacles and limitations become irrelevant when we understand our life purpose and are willing to reach for something more. It doesn’t matter at what station of life we find ourselves, we are built for something more. We are meant to succeed.

Presenters:

Objectives:

  • Learn the latest in employee benefits
  • Gain insights into yourself and the profession from keynote presenters
  • Delve into the hottest topics of 2022 designed to keep your current

 

Presenters:

  • 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
  • Paul N Brown, CPA, CGMA

    Paul 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 approximately 425 reviews annually in Florida and oversees approximately 125 peer...

    Read more about Paul N Brown here
  • Marcus Aron, CPA, CGMA

    Mr. Aron has thirty years of experience in working with audits of ERISA-covered plans.  He is responsible for the day-to-day implementation of EBSA’s CPA Firm Inspection Program, providing technical assistance to plan filers and plan professionals, and providing ERISA-related accounting and auditing expertise within EBSA.Mr. Aron is a certified public accountant and holds a B.B.A. degree with a...

    Read more about Marcus Aron here
  • Gwen Mazzola, CPA

    Gwen serves as the leader of HoganTaylor's Employee Benefit Plan (EBP) practice, one of the largest in the Oklahoma/Arkansas region. 100% of Gwen's professional efforts are devoted to working within the EBP industry. Gwen has over 20 years of experience in public accounting, specializing in audits of EBPs. She is experienced in working with various retirement plans of all sizes. Gwen is a...

    Read more about Gwen Mazzola here
  • Jodi Malis, CPA, CGMA

    Jodi is a Partner in Hancock Askew’s Atlanta office and has over 35 years of public accounting experience. Jodi began her career in Chicago at Price Waterhouse after graduating from Indiana University, with highest distinction, with a Bachelor of Science in Accounting. In her role, she oversees assurance and advisory services for numerous public and private companies and manages the firm’s...

    Read more about Jodi Malis here
  • John Burgess, CPA,Esq.,LLM (TAX)

    John Burgess is an attorney and CPA who helps business owners, executives, and other senior managers with all of their employee benefits. He advises employee benefit plan committees, including 401(k) plan committees, on their fiduciary responsibilities and best practices. He has worked with plans of all sizes, ranging from those sponsored by small, local companies with a few dozen participants to...

    Read more about John Burgess here
  • Michael Bret Hood

    After serving 25 years as a Special Agent in the FBI, Michael “Bret” Hood became the director of 21st Century Learning & Consulting, LLC upon his retirement in 2016.  During his tenure with the FBI, Bret worked many complex financial crime, money laundering, corruption and major cases such as the 9/11 terrorist attack, the HealthSouth fraud and the Maricopa Investments case.  Since 2000, Bret has...

    Read more about Michael Bret Hood here
  • Daniel Porter, CFE

    Daniel Porter, CFE, has conducted and managed civil and criminal investigations for over 25 years as a licensed private investigator, a loss prevention manager, and as an investigator and investigations manager with the State of Tennessee.  He currently provides training and consulting services in the areas of fraud prevention-detection-investigation as well as ethics, productivity, and leadership...

    Read more about Daniel Porter here
  • Barry C Melancon, CPA, CGMA

    Barry C. Melancon is the CEO of the Association of International Certified Professional Accountants, the most influential body of professional accountants in the world with 650,000 members and students. Formed in 2017, it combines the strengths of The Chartered Institute of Management Accountants (CIMA) and the American Institute of CPAs (AICPA), which Melancon also leads as President & CEO....

    Read more about Barry C Melancon here
  • Melissa Stuckey

    Melissa Stuckey, now in her 18th year with the University Athletic Association (UAA), has over 25 years of experience in collegiate athletic and business management.Stuckey joined the UAA staff in 1997. She's held several leadership roles within the UAA, including Assistant Athletic Director for Operations and Facilities and currently holds the position of the Associate Athletic Director –...

    Read more about Melissa Stuckey here
  • Henry Martin, CPA,MAcc

    Partner Henry is a Partner in the Audit & Accounting Services Department and is based in our Boca Raton office. He is responsible for conducting audits and providing advisory services for privately-held companies, non-profit organizations, and employee benefit plans. Henry has significant experience planning, implementing and reviewing of Government Auditing Standards, Uniform Guidance and the...

    Read more about Henry Martin here
  • Sharon Ann Bradley

    Sharon is a Partner in the Audit & Accounting Services Department and is based in our Sunrise office. With more than twenty years in accounting, she utilizes her experience as an auditor, accountant and compliance analyst to assist companies through the web of rules and regulations to maintain state and federal compliance and improve operational systems. Sharon is the Partner in charge of...

    Read more about Sharon Ann Bradley here
  • Dan Ramey, CPA/CFF/ABV/CITP, CFE, CIA, CVA,CMA,CISA/CISM

    Dan is the President and Founder of Houston Financial Forensics, LLC. Dan's professional certifications include: CPA/CFF/CITP/ABV, CFE, CVA, CIA/CRMA, CISA/CISM, and CMA. He is the Past President of the Houston Chapter of the Institute of Internal Auditors and formerly a member of the Board of Governors. Dan formerly served as Chairman of the Houston CPA Society’s Forensic and Valuation Committee...

    Read more about Dan Ramey here
  • Lucas Boyce

    Read more about Lucas Boyce here
  • Michael Seip, MBA, CMMC-RP

    Read more about Michael Seip here
  • Melanie S. Griffin

    Melanie declared her love of the law and passion for serving others as a lawyer at the age of eight, when she dressed as an attorney for Halloween, complete with fake glasses and a leather briefcase. After building her business and legal toolkit as a triple-graduate of The Florida State University (Business Finance, 2003; MBA, 2006; JD, 2006), Melanie served a prestigious statewide Florida law...

    Read more about Melanie S. Griffin here
  • Kim Green

    Read more about Kim Green here

Presenters:

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

Paul N Brown, CPA, CGMA

Paul 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 approximately 425 reviews annually in Florida and oversees approximately 125 peer...Read more about Paul N Brown here

Marcus Aron, CPA, CGMA

Mr. Aron has thirty years of experience in working with audits of ERISA-covered plans.  He is responsible for the day-to-day implementation of EBSA’s CPA Firm Inspection Program, providing technical assistance to plan filers and plan professionals, and providing ERISA-related accounting and auditing expertise within EBSA.Mr. Aron is a certified public accountant and holds a B.B.A. degree with a...Read more about Marcus Aron here

Gwen Mazzola, CPA

Gwen serves as the leader of HoganTaylor's Employee Benefit Plan (EBP) practice, one of the largest in the Oklahoma/Arkansas region. 100% of Gwen's professional efforts are devoted to working within the EBP industry. Gwen has over 20 years of experience in public accounting, specializing in audits of EBPs. She is experienced in working with various retirement plans of all sizes. Gwen is a...Read more about Gwen Mazzola here

Jodi Malis, CPA, CGMA

Jodi is a Partner in Hancock Askew’s Atlanta office and has over 35 years of public accounting experience. Jodi began her career in Chicago at Price Waterhouse after graduating from Indiana University, with highest distinction, with a Bachelor of Science in Accounting. In her role, she oversees assurance and advisory services for numerous public and private companies and manages the firm’s...Read more about Jodi Malis here

John Burgess, CPA,Esq.,LLM (TAX)

John Burgess is an attorney and CPA who helps business owners, executives, and other senior managers with all of their employee benefits. He advises employee benefit plan committees, including 401(k) plan committees, on their fiduciary responsibilities and best practices. He has worked with plans of all sizes, ranging from those sponsored by small, local companies with a few dozen participants to...Read more about John Burgess here

Michael Bret Hood

After serving 25 years as a Special Agent in the FBI, Michael “Bret” Hood became the director of 21st Century Learning & Consulting, LLC upon his retirement in 2016.  During his tenure with the FBI, Bret worked many complex financial crime, money laundering, corruption and major cases such as the 9/11 terrorist attack, the HealthSouth fraud and the Maricopa Investments case.  Since 2000, Bret has...Read more about Michael Bret Hood here

Daniel Porter, CFE

Daniel Porter, CFE, has conducted and managed civil and criminal investigations for over 25 years as a licensed private investigator, a loss prevention manager, and as an investigator and investigations manager with the State of Tennessee.  He currently provides training and consulting services in the areas of fraud prevention-detection-investigation as well as ethics, productivity, and leadership...Read more about Daniel Porter here

Barry C Melancon, CPA, CGMA

Barry C. Melancon is the CEO of the Association of International Certified Professional Accountants, the most influential body of professional accountants in the world with 650,000 members and students. Formed in 2017, it combines the strengths of The Chartered Institute of Management Accountants (CIMA) and the American Institute of CPAs (AICPA), which Melancon also leads as President & CEO....Read more about Barry C Melancon here

Melissa Stuckey

Melissa Stuckey, now in her 18th year with the University Athletic Association (UAA), has over 25 years of experience in collegiate athletic and business management.Stuckey joined the UAA staff in 1997. She's held several leadership roles within the UAA, including Assistant Athletic Director for Operations and Facilities and currently holds the position of the Associate Athletic Director –...Read more about Melissa Stuckey here

Henry Martin, CPA,MAcc

Partner Henry is a Partner in the Audit & Accounting Services Department and is based in our Boca Raton office. He is responsible for conducting audits and providing advisory services for privately-held companies, non-profit organizations, and employee benefit plans. Henry has significant experience planning, implementing and reviewing of Government Auditing Standards, Uniform Guidance and the...Read more about Henry Martin here

Sharon Ann Bradley

Sharon is a Partner in the Audit & Accounting Services Department and is based in our Sunrise office. With more than twenty years in accounting, she utilizes her experience as an auditor, accountant and compliance analyst to assist companies through the web of rules and regulations to maintain state and federal compliance and improve operational systems. Sharon is the Partner in charge of...Read more about Sharon Ann Bradley here

Dan Ramey, CPA/CFF/ABV/CITP, CFE, CIA, CVA,CMA,CISA/CISM

Dan is the President and Founder of Houston Financial Forensics, LLC. Dan's professional certifications include: CPA/CFF/CITP/ABV, CFE, CVA, CIA/CRMA, CISA/CISM, and CMA. He is the Past President of the Houston Chapter of the Institute of Internal Auditors and formerly a member of the Board of Governors. Dan formerly served as Chairman of the Houston CPA Society’s Forensic and Valuation Committee...Read more about Dan Ramey here

Lucas Boyce

Read more about Lucas Boyce here

Michael Seip, MBA, CMMC-RP

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Melanie S. Griffin

Melanie declared her love of the law and passion for serving others as a lawyer at the age of eight, when she dressed as an attorney for Halloween, complete with fake glasses and a leather briefcase. After building her business and legal toolkit as a triple-graduate of The Florida State University (Business Finance, 2003; MBA, 2006; JD, 2006), Melanie served a prestigious statewide Florida law...Read more about Melanie S. Griffin here

Kim Green

Read more about Kim Green here

Major Topics:

  • Employee benefits
  • University sports financial issues
  • The Future of the Profession
  • What's new at DBPR
  • Hottest popular topics

Major Topics:

  • Employee benefits
  • University sports financial issues
  • The Future of the Profession
  • What's new at DBPR
  • Hottest popular topics

Designed For:

CPAs and other finance professionals

Prerequisties:

None

Accommodations:

 

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