MEGA CPE Conference(Wed-Fri)

Wednesday, June 09, 2021
Webcast or Webinar, Online
8:15AM - 4:15PM (opens at 7:45AM) EST

Registration is Open

$515.00 Regular Price
$890.00 Regular Price
Course Type: Accounting Shows
Course Code: 21/MEGA
Field of Study: Auditing, Accounting, Business Management & Organization, Finance, Specialized Knowledge, Information Technology, Taxes



If you'd Like to Learn more About Today's Sessions - Please click on Objectives and Major Topic Tabs to the Left.

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!


Wednesday, June 9, 2021

Opening Remarks

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

Employee Benefits: Department of Labor Update

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

Marcus Aron, Acting Chief, Division of Accounting Services, Office of the Chief Accountant, EBSA

Audits of employee benefit 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.


State Tax: Economic Update

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

James (Jim) Glassman, Managing Director - Head Economist, Commercial Banking, JP Morgan Chase

With uncertainty following the election, COVID disruption and a dynamic international landscape, planning for your business throughout 2021 could be challenging.  Receive insight into the current economic environment and how it could affect your business in the year ahead.


Employee Benefits: The CARES and SECURE Acts and 2020 Plan Year Audits

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

John Burgess, Partner, Shumaker, Loop & Kendrick, LLP

Recent legislation will affect benefit plan audits being conducted in 2021 for 2020 plan years. In this session, we'll review some of the key aspects of the legislation, along with IRS guidance, and how they will impact audit procedures.


State Tax: Tax Reform 3.0, and Counting: State Income Tax Analysis

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

Chris Oatis, Managing Director- Salt, Grant Thornton LLP and Mark Holcomb, Partner, Dean Mead & Dunbar

Corporate income taxpayers and states, alike, continue to evaluate state tax implications of the federal Tax Cuts and Jobs Act of 2017 (TCJA).  Now, they must also grapple with the impacts of the Coronavirus Aid, Relief and Economic Security Act (CARES Act) passed by Congress in March 2020, and the Consolidated Appropriations Act of 2021 (CAA) passed in December 2020.  Explore current state conformity issues with the TCJA, CARES Act and CAA, and how these federal tax laws impact state corporate income taxpayers.  Consideration will also be given to contemplated future changes in federal corporate income tax laws, and their potential impact on state tax systems.



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

Employee Benefits: Accounting and Auditing Update

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

Jodi Malis, Partner, Hancock, Askew & Co., LLP and Gwen Stoute, Assurance Partner, HoganTaylor CPAs + Advisors

This session will discuss the various accounting, auditing and reporting matters affecting employee benefit plans. Recognize accounting and auditing considerations for the upcoming audit season, including COVID auditing considerations. Preview the new upcoming accounting standards that will affect employee benefit plans.


State Tax: Trending Multi-State Tax Cases: The Impact of Your Businesses' Footprint-Part 1

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

Marshall Stranburg, Deputy Executive Director, Multistate Tax Commission and Jordon Goodman, Attorney, Horwood Marcus & Berk

This 2-part presentation will get the audience up to date on recent state and local tax cases and statutory changes that will affect their client's business. The discussion will cover such topics as when a state can impose its taxing jurisdiction on an out-of-state business and what taxpayers can do to protect themselves. Learn the latest in apportionment issues, paying particular attention to sourcing of sale other than tangible personal property, including cost of performance, market-based sourcing and alternative apportionment. Examine the latest in retroactive law changes and how best businesses can avoid historical liability. Explore latest in qui tam and class actions that are becoming popular by non-tax enforcers. Examine the latest in transaction taxes both from a nexus and situsing perspective. Look at ways to comply with state law and hopefully avoid double taxation. Finally, the latest in audit developments and how best to prepare our clients for the more aggressive state audits.


Employee Benefits: Working in a Remote Environment - Panel Discussion

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

Moderator: Wendy Terry, Partner, WithumSmith+Brown

We will review auditing standards related to documentation to support a remote audit and we will also review, at a high level, some risks associated with auditing remotely. Best practices that may be considered will also be discussed.


State Tax: Trending Multi-State Tax Cases: The Impact of Your Businesses' Footprint-Part 2

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

Marshall Stranburg, Deputy Executive Director, Multistate Tax Commission and Jordon Goodman, Attorney, Horwood Marcus & Berk

This 2-part presentation will get the audience up to date on recent state and local tax cases and statutory changes that will affect their client's business. Examine when a state can impose its taxing jurisdiction on an out-of-state business and what taxpayers can do to protect themselves. Learn the latest in apportionment issues, paying particular attention to sourcing of sale other than tangible personal property, including cost of performance, market-based sourcing and alternative apportionment. Examine the latest in retroactive law changes and how best businesses can avoid historical liability. Explore the latest in qui tam and class actions that are becoming popular by non-tax enforcers. Examine the latest in transaction taxes both from a nexus and situsing perspective. Look at ways to comply with state law and hopefully avoid double taxation. Finally, the latest in audit developments and how best to prepare our clients for the more aggressive state audits.



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

Employee Benefits: SAS 136: Forming an Opinion and Reporting on EBP Financial Statements

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

Gwen Stoute, Assurance Partner, HoganTaylor, LLP and Jodi Malis, Partner, Hancock Askew & Co, LLP

SAS 136: Forming an Opinion and Reporting on Employee Benefit Plans Subject to ERISA.  Gain an understanding of SAS 136 and prepare for the new performance requirements, including engagement acceptance considerations, risk assessment and response relating to relevant plan provisions and reportable findings, and required procedures relating to  ERISA section 103(a)(3)(C) audits.

Leaning objectives:
 - Summarize what you need to know about SAS 136
 - Identify new performance requirements and required procedures
 - Review the new auditor's report


State Tax: Pandemic in Multi-State Income Tax

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

Karen Lake, CPA, Associate Director of Tax Services, Berkowitz Pollack Brant, Kevin Herzberg, Partner, Grant Thornton and Kenneth Rios, JD/MBA, Principal, Tax, Kaufman Rossin

Explore the changes in multi-state taxation due to shift in our economy to survive the pandemic.


Employee Benefits: Peer Review Update

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

James W. Brackens, Jr., CPA, CGMA, Vice President, Ethics and Practice Quality, AICPA

Examine recent developments in peer review, including results from the Enhancing Audit Quality initiative, emphasis in recently issued professional standards and related reporting requirements, and common issues that result in nonconforming engagements.


State Tax: Multi-State Tax Controversy: Practitioner and Industry Insights

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

Shawn Williams, Partner, Shawn M. Williams, CPA LLC and Adam N. Sabin, CPA, Tax Manager, Citrix Systems, Inc.

Get practitioner and industry perspective to protect yourself and your clients from non-Florida, multi-state audit assessments.  Examine the audit experience, hot topics and systems that help audit outcomes and sustain return positions.



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

Employee Benefits: ADP & ACP - Why Plans Fail and What to do About it

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

Jason Chepenik, CFP and Joe DeBellow, CRPS, QKC, QPA

This presentation will review common reasons why certain 401(k) Plans continue to have ADP/ACP Testing Failures causing thousands in taxable refunds to highly compensated employees year after year.  We'll cover why some of the most commonly recommended fixes are no longer effective in todays modern 401(k) plan. In addition, we will discuss some common as well as some not so common ways to address & resolve these failures.


State Tax: The Adoption of Data Analytics within your Tax Department

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

Aaron Fell, Manager, and Brian Howsare, SALT - Exp Manager, Grant Thornton, LLP

With all of the technology that is being introduced at such a rapid pace, it can be difficult to understand what the benefits are and if they can be incorporated to your tax department. During this session, we will break down the current tax technology landscape and focus our attention on one of the areas that’s having a big impact; data analytics. This can often be viewed as an all encompassing area so attendees will see how to break down the overarching term and understand where each component fits into the tax deliverable lifecycle. Attendees will get a look into some of the market leading tools, the role each one plays, and where they can be inserted to the lifecycle. The Grant Thornton speakers will then demonstrate how a tax department, with a lack of a technical software background, can begin the digital transformation journey by focusing on the adoption of some common tax use cases. Participants will get a glimpse into how they can evaluate their current state and begin the move towards a more automated future state, all while becoming self-sufficient in the utilization of these tools.


Employee Benefits: Ask the Experts: Panel Discussion

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

Moderator: John Burgess, Partner, Shumaker, Loop & Kendrick, LLP, Panelists: Gwen Stoute, Assurance Partner, HoganTaylor, LLP, Jodi Malis, Partner, Hancock, Askew & Co., LLP, and Wendy Terry, Partner, WithumSmith+Brown, PC

This is an interactive panel in which speakers at the Employee benefits Conference will answer questions from the attendees. Bring your specific and toughest questions and hear from the experts as they strive to deal with emerging issues and current service opportunities in terms that are practical and helpful. The panel will include representatives from the DOL, Peer Review and Industry Leaders.


State Tax: Florida Tax Litigation Hot Topics: Panel Discussion

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

Glenn A. Bedonie, Owner, Glenn A. Bedonie, CPA, PA - Moderator, Liam Lyon, Senior Attorney, Department of Financial Services, and Rex Ware, Senior Attorney, Moffa, Sutton & Donnini, PA

This panel will discuss recent cases, rulings, audit and collection disputes, legislation and other "issues" that have been prominent in the last 12 months at the Florida Department of Revenue, focused on the areas where taxpayers have been most affected.


Thursday, June 10, 2021

Opening Remarks

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

Keynote Presentation: Acceleration of Change

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

Erik Asgeirsson, President & CEO,

Erik Asgeirsson, President & CEO, will provide an environmental scan of today's circumstances and the pivotal response by CPA firms during times of crisis.  2020 accelerated adoption of new technology and evolved the CPAs' role with their business clients; it essentially hit fast-forward to deliver what we were on track to experience in 2025 - five years sooner.  The events of 2020 forced a new normal upon us, proving that yesterday's best-practices are not sufficient to navigate the acceleration of change that we are experiencing today.  While technologies are maturing at an exponential rate, organizational structure are being turned upside down and processes remain stubbornly linear.  These phenomena have been in motion for years, but advisory services have been catapulted to the front lines and have never been more critical to the future of organizations.  Attendees will learn to identify top accelerants and emerging technology trends; understand the growing advisory services opportunity and how it is impacting firm business models; and discuss the most pressing issues facig the accounting profession.


State Tax: Cryptocurrency: Regulatory Pitfalls

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

Michael Dobson, Policy Director and Special Legal Advisor, Florida Department of Financial Services

Explore the regulatory hurdles facing bitcoin transactions in the state of Florida.


Hot Topic: Best Practice for CPA Firms to Manage Cash Flow and Get Paid Quickly

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

Erika Segal, Associate Brand Manager, CPA Charge

Just as important as completing your work is getting paid for that work! In this webinar we'll discuss how you can tackle your current billing and collections while also making smart steps for driving cash flow in the future. Let's face it, we all want to get paid faster and more reliably, and this course will help you do just that.


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

State Tax: Florida Property Taxation and the Going Concern

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

Robert E.V. Kelley, Jr., Attorney/Shareholder, Hill Ward Henderson

Many businesses are unknowingly paying excessive property taxes because they are unable to distinguish between the value of their goinq concern and the taxable real estate and FF&E. Examine the law in Florida pertaining to property tax assessments and the intangibles inherent
in a business going concern. Gain an understanding of how to counsel clients to avoid over paying property taxes.


Hot Topic: Reasonable Compensation Section 199A: Opportunity or Threat?

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

R Kevin Cross, MST, EA, CPA, Account417, LLC a cpa firm

What does the qualified business deduction (QBI - IRC 199A) have to do with reasonable compensation at the low end for small S corporations? More than meets the eye. We will:  
A. Review the QBI “sweet spot”
B.Discuss the possibility of the crumbling of the “Ostrovsky Doctrine”  in Watson v Commissioner, 668 F.3d 1008 (2012) where a CPA comrad was decided he did not pay himself reasonable compensation and was taken to the proverbial “Gorky Park” by the IRS general engineer Igor Ostrovsky.
C. Discover an IRC Section that may speak to reasonalbe compensation for the very first time in 199A.

State Tax: All You Need To Know About Florida Sales and Use Tax

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

James Sutton, CPA, Esq., LLM, Shareholder, and Jeanette Moffa, Associate Attorney, Moffa, Sutton, & Donnini, PA

Florida sales and use tax is the most complicated and misunderstood tax in the state.  Most companies and their tax professional learn about the tax the hard way - during an audit. Learn about Florida sales and use tax from two attorneys that do nothing but sales and use tax controversy.


Hot Topic: The Silent Equity Partner You Never Knew You Had

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

Michael Dringus, Business Development Director, Merchant Advocate, LLC

Learn what you need to know about the unregulated merchant credit card processing industry, including the payment processing ecosystem; the lifecycle of a transaction, rates and pricing, coding and optimization and much more.  Examine facts about security and data breaches through a variety of case studies.



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

State Tax: Florida Legislative Update

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

French Brown, IV, Shareholder, Dean Mead and Justin Thames, Director of Governmental Affairs, FICPA

Exploring and discussing the tax changes occurring during the 2021 Florida legislative session.


Hot Topic: Hot off the Press! What Employers Need to Know About the COVID Vaccine, Health and Safety in the Workplace

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

Carrie Cherveny, Senior Vice President, Strategic Client Solutions, HUB International

The state, and federal agency guidance and regulations regarding COVID workplace safety along with employer vaccination programs has been evolving rapidly. Learn the most up-to-date, current, and accurate employer regulatory requirements, obligations, and limitations along with operational best practices.  Discuss new OSHA regulations along with guidance and updated information issued by the CDC, EEOC, and DOL.  Learn about the most recent:

1. employer OSHA health and safety obligations in a COVID working environment;
2. EEOC guidance regarding vaccines in the workplace including important guardrails for inventive programs; 
3. litigation trends and risks; and 
4. operational and employee relations best practices to minimize liability and risk.

This session is for you if:

1.  The compliance landscape around COVID health and safety and workplace vaccines has been confusing;
2.  You have received seemingly contradictory and/or confusing information regarding COVID workplace safety and/or workplace vaccine programs;
3.  You've implemented a program but would like to be sure it's compliant and complete;
4.  You've not addressed COVID in the workplace at all; and/or
5.  You're interested in obtaining the most current and accurate information regarding COVID safety in the workplace and workplace vaccine programs


State Tax: Deep Dive of Multistate Sales Tax Economic Nexus Thresholds

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

David J. Brennan, Jr., Esq, Associate, Moffa, Sutton & Donnini, P.A.

Examine problems practitioners and clients face when encountering economic nexus issues, as well as other current hot topics in the area.


Hot Topic: Be Aware or Beware: Drivers of Large Malpractice Claims

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

Sarah Ference, CPA, Risk Control Director, and Deborah Rood, CPA, MST, Risk Control Consulting Director, CNA

Unfortunately, there is no magical crystal ball to tell CPA firms what will happen when a new client or engagement is accepted. Everything could go smoothly, or a dispute could arise. If a dispute does arise, will it be resolved quickly or drag out for years resulting in a significant headache for the firm?  Learn identified common indicators of claim severity and the warning signs to help mitigate the risk of a large claim before it happens to your firm.



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

State Tax: Who Moved My Sales Taxes?

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

Elizabeth Ginori, CPA, Partner, Boyer Ginori CPAs LLC

State and local jurisdictions are expanding tax bases for sales and use taxes and other consumption-based taxes.  We will discuss how these bases are being expanded and how different industries are being impacted.


Hot Topic: Professional Standards, Jury Standards, and Managing Risk

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

Duncan B. Will, CPA/ABV/CFF, CFE, Loss Prevention Manager, Accounting and Auditing Specialist, CAMICO

Did you know that some of the top liability issues facing the CPA profession today continue to be many of the same issues/themes from the past two decades?   

  • Develop a better understanding of CPA liability risks — the real world of CPA malpractice  
  • Gain a greater awareness of the jury rules by which CPAs will be judged 
  • Learn practical ideas to avoid claims: in common tax engagements, involving business clients and  regarding failure to prevent/detect an embezzlement


State Tax: Sales Tax Roadmap for E-Retailers

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

Scott Peterson, Vice President, U.S. Tax Policy and Government Relations, Avalara

A E-retailer must know everything about sales tax that a physical store retailer must know multiplied by 45.  Being an E-retailer isn't a one-state process, but is instead an every state process. E-retailers will learn:
1. When and where they must register to collect sales tax
2. What it means to start collecting sales tax
3. How to know what products and services are taxable.
4. The differences between states in the process to file a tax return and make a tax payment.


Hot Topic: Becoming a CPA Financial Planner

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

Shawn J. McCabe, MBA, CFP, Director, CPAlliance

CPAs are some of the world's most trusted advisors. Clients seek advice from their CPAs well outside the realm of tax compliance, accounting, and auditing. Given the profession’s long-standing Code of Professional Conduct, objectivity, due care, and high ethical standards, CPAs make some of the most highly sought after investment advisors and financial planners around. Learn the basics of the investment advisory and financial planning business and provide and overview of what it takes to become a CPA Financial Planner.


Friday, June 11, 2021

Opening Remarks

Time: Friday 8:00am - 8:10am

Keynote Presentation: Diversity and Inclusion

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 Stein, 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 AA

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 Needs an Accountant's Heart

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

Amanda Agiullard, CPA, Agiullard Accounting

AI is at the heart of tomorrow’s accounting workflows. And yet, AI itself lacks the very heart that’s needed to harness its power. That’s because accountants can proactively manage AI capabilities and best allocate the findings, trends and opportunities to create value for their clients. Join us and learn how tech-forward firms adapt to and thrive on the ever-changing technology curve.

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

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

Rafael Casas, Senior, Manager, SAGE

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

Jeff Peppers, Vice President, Business Development and Jeff Gainer, Director of Information Security and Risk Management, Paymerang

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
  • Karen Ann Lake, CPA

    Karen Lake CPA is Associate Director of Tax Services at Berkowitz Pollack Brant Advisors and Accountants.  For nearly 20 years, Karen 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...

    Read more about Karen Ann Lake 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
  • Scott C Peterson, MPA

    Vice President of U.S. TaxAvalaraScott Peterson is Avalara’s Vice President of U.S. Tax Policy and Government Relations. Prior to Avalara, he was the first Executive Director of the Streamlined Sales Tax Governing Board - an organization devoted to making sales tax simpler and more uniform for the benefit of business. Scott also spent 10 years as the Director of the South Dakota Sales Tax Division...

    Read more about Scott C Peterson here
  • James Holland Sutton Jr, CPA, Esq., LLM

    ShareholderMoffa, Sutton & Donnini, PAJames Sutton is a CPA and Attorney with an almost exclusive focus on Florida sales and use tax controversy. His firm, Moffa, Sutton, & Donnini, PA handles audits, protest, litigation, consulting, collections, revocations, and criminal defense all revolving around sales tax matters. A graduate of Stetson (Bachelors and Juris Doctorate), Mr. Sutton is heavily...

    Read more about James Holland Sutton Jr here
  • Justin A Thames, DPL

    Director of Governmental AffairsFlorida Institute of CPA’sJustin 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...

    Read more about Justin A Thames 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
  • Glenn Alan Bedonie, CPA, CFST

    PresidentGlenn A. Bedonie CPA, PAGlenn A. Bedonie is the former Director of Technical Assistance and Dispute Resolution for the Department of Revenue, having retired after thirty years of distinguished service in October 2004.  He previously served as Program Director of Compliance and Education for the General Tax Administration Program.  He served as the Director and Assistant Division Director...

    Read more about Glenn Alan Bedonie here
  • Kevin John Herzberg, CGMA,CPA,MBA

    Partner, Central Region SALT Practice LeaderGrant ThorntonKevin is Grant Thornton’s Central Region SALT Tax Practice Leader. He has over 29 years of broad-based state tax experience including abandoned and unclaimed property and multi-state tax planning, Sarbanes-Oxley Section 404 review, ASC 740 tax accounting, mergers and acquisitions, ruling requests, tax controversy and tax compliance. Prior...

    Read more about Kevin John Herzberg here
  • Marshall C Stranburg, JD, LLM

    Deputy Executive DirectorMultistate Tax CommissionMarshall C. Stranburg became Deputy Executive Director of the Multistate Tax Commission on April 1, 2016.  Previously Marshall had served as Executive Director of the Florida Department of Revenue since being named to that position on April 23, 2013, by the Governor and Florida Cabinet.Marshall had been appointed Interim Executive Director of the...

    Read more about Marshall C Stranburg here
  • Shawn M Williams, CPA

    Authorized MemberShawn M. Williams, CPA, LLCShawn Williams is a 45+ year resident of Southwest Florida, a graduate of Purdue University, a licensed Certified Public Accountant (CPA) in Florida, and Sole Member of Shawn M. Williams, CPA, LLC. Since 2002, he has owned and operated his CPA firm with the primary focus of helping clients “see through the numbers” to navigate through complex state tax...

    Read more about Shawn M Williams here
  • Rex D Ware, Esq

    Senior AttorneyMoffa, Sutton & Donnini, PARex practices primarily in the areas of State & Local Taxation and Administrative Law. He regularly represents clients in both formal and informal proceedings before the Florida Department of Revenue and most of the other state administrative agencies including the Florida Department of Transportation, the Florida Department of Business and Profession...

    Read more about Rex D Ware here
  • Kenneth M Rios, JD, MBA

    PrincipalKaufman, Rossin & Co, PAKen is a principal in Kaufman Rossin’s tax department and leads the firm’s state and local tax practice. With more than 17 years of experience, he assists clients with his expertise in state and local tax, franchise tax, sales and use tax, as well as property tax and unclaimed property.Before joining Kaufman Rossin in 2017, Ken was a senior tax manager and the...

    Read more about Kenneth M Rios here
  • Jordan M Goodman, JD, Esq., CPA

    AttorneyHorwood, Marcus & BerkJordan co-chairs the firm’s State and Local Tax (SALT) Group and focuses his practice on resolving complex SALT controversies for Fortune 1000 corporations and wealthy families, nationwide.Jordan represents operationally complex companies in manufacturing, retail, financial services, e-commerce, broadcasting and telecommunications. As an attorney and CPA with decades...

    Read more about Jordan M Goodman here
  • Chris Oatis, CPA

    Managing Director – SALTGrant Thornton LLPChris Oatis is a Managing Director in Grant Thornton’s SALT practice and is based in Orlando. Chris joined Grant Thornton in 2005 and has more than 11 years of focus on state and local tax, with 14 years of experience in public accounting. Chris is a licensed CPA and a member of both the AICPA and the Florida institute of Certified Public Accountants...

    Read more about Chris Oatis 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
  • H. French Brown IV, Esq.

    Of CounselDean Mead French Brown offers clients 10 years of experience practicing in state and local taxation. Prior to joining Dean Mead, he practiced at Hopping, Green & Sams. He began his legal career at the Florida Department of Revenue, where he quickly rose to the position of Deputy Director of Technical Assistance and Dispute Resolution. There he oversaw more than 50 department attorneys...

    Read more about H. French Brown IV here
  • Marcus Aron, CPA, CGMA

    Acting Chief, Division of Accounting ServicesU.S. Department of LaborMr. 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...

    Read more about Marcus Aron here
  • Gwen Stoute, CPA

    Assurance Partner, ERISA LeaderHogan Taylor LLPGwen Stoute serves as the leader of HoganTaylor’s Employee Benefit Plan practice, one of the largest in the Oklahoma/Arkansas region. HoganTaylor's EBP practice provides audit services to approximately 200 defined benefit and contribution plans, including 401(k), 11K, 403(b), ESOP, and health and welfare plans, and also prepares approximately 400 Form...

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

    PartnerHancock Askew & Co LLPJodi is a Partner at Hancock Askew, with offices in Florida and Georgia. Hancock Askew an independent member of the BDO Alliance USA, one of the largest associations of accounting, consulting and professional service firms. Jodi has over 30 years of public accounting experience. Jodi began her career in Chicago at Price Waterhouse after graduating from Indiana...

    Read more about Jodi Malis here
  • Aaron Fell

    ManagerGrant Thornton LLPAaron is a Manager in Grant Thornton’s Florida State and Local Tax Practice and focuses on indirect taxes while providing superior client service and solutions for multistate clients. Prior to joining Grant Thornton, Aaron worked at the Florida Dept. of Revenue as a Computer Audit Analyst for five years and Ryan, LLC as a Senior Tax Consultant for nearly two years. Aaron...

    Read more about Aaron Fell here
  • Jeanette Moffa

    Associate AttorneyMoffa, Sutton, Donnini, PA Jeanette Moffa is an associate attorney of the Law Offices of Moffa, Sutton, & Donnini, P.A. Ms. Moffa concentrates in the area of State and Local Taxation with a heavy emphasis on sales and use tax. In addition to Florida and multi-state sales and use tax issues, she also works on appellate administrative law cases. When she is not practicing law, she...

    Read more about Jeanette Moffa here
  • John Burgess, CPA,Esq.,LLM (TAX)

    PrincipalShumaker, Loop & Kendrick, LLPJohn brings a depth of experience to his law practice. Focused on employee benefit plans, he is a certified public accountant with an extensive tax and accounting background, which includes experience as an auditor with a large accounting firm. Clients draw on John’s ability to take a 360 degree view of their benefit plans and how they affect other areas of...

    Read more about John Burgess here
  • David John Brennan Jr., Esq.,LLM (TAX)

    AttorneyMoffa, Sutton, & Donnini, P.A.David is an attorney with Moffa, Sutton, & Donnini. He practices in the area of state and local tax controversy. Before entering private practice, David was a senior attorney with the Florida Department of Revenue. At the Department, he functioned as an appeals officer in the appeals section of the Department. He focused primarily on sales and use tax issues...

    Read more about David John Brennan Jr. here
  • Brian Howsare, JD

    Manager, Indirect Tax ServicesGrant Thornton Experience:Brian is a state and local tax attorney specializing in indirect taxation, including sales and use tax, gross receipts tax, and VAT.  Brian has extensive experience in sales and use tax audit controversy, crafting numerous successful petitions and protests for administrative hearings and lower level appeals.  Brian’s experience also includes...

    Read more about Brian Howsare here
  • Mark E Holcomb, Esq

    PartnerDean, Mead & DunbarMark E. Holcomb is a partner in the Tallahassee office of Dean Mead, and has practiced state and local taxation law for over 32 years. He regularly represents clients before the Florida Department of Revenue and local taxing authorities, and in resolving tax controversies through judicial and administrative proceedings.  Mr. Holcomb advises clients on a broad range of...

    Read more about Mark E Holcomb here
  • Duncan B. Will, ABV,CFE,CFF

    Duncan B. Will, CPA/ABV/CFF, CFE Loss Prevention ManagerAccounting & Auditing Specialist Mr. Will leverages his more than 30 years of experience in accounting, including public accounting, forensic accounting, consulting, and audit and tax compliance, when working closely with the Loss Prevention Specialists to manage the department's efforts to deliver to policyholders the high-touch, high...

    Read more about Duncan B. Will here
  • Wendy Yvonne Terry, CPA, CGMA

    PartnerWithumWendy is a partner in Withum's Florida office. She is licensed as a certified public accountant in Florida, Georgia, Alabama, North Carolina, New Jersey and Hawaii. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). Wendy has extensive experience working with multinational clients in the...

    Read more about Wendy Yvonne Terry here
  • Deborah K Rood

    Risk Control Consulting DirectorContinental Casualty Company - CNADeb is a Risk Control Consulting Director for the Accountants Professional Liability Insurance Program of Continental Casualty Company, a CNA company and the underwriter of the AICPA Professional Liability Insurance Program.  She previously practiced public accounting for 19 years with regional public accounting firms. As a state...

    Read more about Deborah K Rood here
  • Liam Lyon

    Assistant General Counsel  Florida Department of Revenue• Lifetime Florida ResidentEDUCATION:• Bachelor Political Science- Florida State University- 2003• Juris Doctor- Florida State University College of Law- 2008PROFESSIONAL EXPERIENCE:• Assistant General Counsel- Florida Department of Revenue• Assistant General Counsel- Office of Financial Regulation, Division of Consumer Finance • Public...

    Read more about Liam Lyon here
  • James C Bourke, CPA, CITP, CFF, CGMA

    Read more about James C Bourke here
  • Henry Martin, CPA,MAcc

    Read more about Henry Martin here
  • Sarah B Ference

    Sarah B. Ference, CPA Risk Control Consulting Director Accountants Professional Liability Continental Casualty Company - CNA Chicago, Illinois 60604 Sarah is a Risk Control Consulting Director for the Accountants Professional Liability Insurance Program of Continental Casualty Company, a CNA company and the underwriter of the AICPA Professional Liability Insurance Program. She previously practiced...

    Read more about Sarah B Ference here
  • James W Brackens, CPA

    Read more about James W Brackens here
  • Sharon Ann Bradley

    Read more about Sharon Ann Bradley here
  • Shawn McCabe

    Read more about Shawn McCabe here
  • Adam N Sabin

    Read more about Adam N Sabin here
  • Jason Chepenik, CFP

    Read more about Jason Chepenik here
  • Joe DeBello, CRPS, QKC, QPA

    Read more about Joe DeBello here
  • James Glassman

    Read more about James Glassman here
  • Carrie Cherveny

    Carrie Cherveny is the Senior Vice President of Strategic Client Solutions in HUB’s Risk Services Division. Carrie has 20 years of combined experience in employee relations, human resources, employment law litigation, and employee benefits legal guidance. Carrie works closely with clients to identify compliance risks across the organization and develop responsive strategies and solutions that...

    Read more about Carrie Cherveny here
  • Michael Dobson

    Read more about Michael Dobson here
  • Robert Kelley

    Read more about Robert Kelley here
  • Michael Dringus

    Read more about Michael Dringus here

Major Topics:

  • ethics
  • employee benefits
  • state tax
  • technology
  • finance

Designed For:

CPAs and other finance professionals

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