MEGA- Learning Labs (MLL)

22 MEGA LL banner
22 MEGA LL banner
Tuesday, June 07, 2022
Disney's Contemporary Resort - 4600 N World Dr, Lake Buena Vista, FL 32830-8413
1:00pm - 4:35pm (opens at 1:00pm) EST
4Credits
Technical Business

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

Members
$0.00 Regular Price
Non-Members
$175.00 Regular Price

Overview:

4 Fantastic Hours of Cutting-Edge CPE - For FREE!

It Doesn't Get Any Better Than That!

Please join us for a complimentary series of TED-Style talks that kick off our MEGA Conference!  These future-ready, fast-paced CPE presentations feature knowledgeable speakers addressing issues challenging CPAs today.  From cybersecurity to insurance, explore the latest problems AND solutions.  Four hours of great CPE - FREE - What could be better? 

(Registration IS required)

Schedule:

Tuesday, June 7, 2022

When Passion and Profession Align

Time: Tuesday 1:00pm - 1:25pm Credits: 0.5 TB

Peter C. Golotko, CPA/PFS, MBA, Chief Executive Officer, CPS Investment Advisors

There's something powerful that happens when your passion aligns with your profession!  Join Peter as he gives his TED Talk on his passion for helping people achieve financial independence and how aligning that passion with his profession as a CPA changed his life and the lives of his clients and everyone around him.

Presenters:

Botkeeper Operating System: the Next Evolution

Time: Tuesday 1:30pm - 1:55pm Credits: 0.5 TB

Elle Carter, Account Executive, Botkeeper

Learn about BOS, a workflow management system for your CAS or bookkeeping practice that utilizes best practices refined over several years. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base. 
Session objectives:
1. Learn about visibility into a centralized and consistent source for transaction categorization.
2. Learn about permission control for selected users and teams
3. Learn about business insights, user-friendly experience and reports that can be delivered on a recurring basis

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Presenters:

Is Cybersecurity Insurance Enough?

Time: Tuesday 2:00pm - 2:25pm Credits: 0.5 TB

Christophe Reglat, President and CEO, Coaxis International

Today’s world is more connected than ever before. And yet, with all the advantages of modern technology, the cyber threats that CPA firms face have never been greater. To meet these and future challenges, CPA firms need to ensure they have a comprehensive cybersecurity policy to protect and support their business.  Learn about the growing cybersecurity risk, the role of cybersecurity insurance. Determine if cybersecurity insurance is enough and what more you can do to protect your firm.

Presenters:

Taking Back Control of Your Marketing in 2022!

Time: Tuesday 2:30pm - 2:55pm Credits: 0.5 TB

Corey Auger, Partner and EVP of Business Development, Anthem Software

Digital marketing is out of control!  The amount of time and money that it takes for a small business to manage their marketing alone is completely unrealistic.  Small businesses need to understand what options are out there for them just like their bigger competitors.  The great news is that digital marketing is more affordable than ever.  The problem is that you don't have the time to manage it.  Learn what INC.500 companies are using to streamline and grow their businesses. Most importantly, learn how to take back control of your businesses most important asset: YOUR TIME!

Presenters:

Making the Hybrid-Work Model Work for Your Firm

Time: Tuesday 3:05pm - 3:30pm Credits: 0.5 TB

Emiley Parker, Brand Manager, CPACharge

As we make our way back to the "new normal", many businesses are looking toward a hybrid work model for their employees as well as their clients.  Learn What a hybrid model is, and how you can make it work for your accounting firm.  Whether you've begun adapting to a hybrid work model already, or you're just considering it for the future, you don't want to miss out on this helpful topic!

Presenters:

Powering Prosperity with Tax Advisory

Time: Tuesday 3:35pm - 4:00pm Credits: 0.5 TB

Nadia Rodriguez, CPA, Senior Tax Analyst Programmer, Intuit

The avalanche of new tax legislation over the past five years and the impact of COVID-19 on firms and clients heighten the importance of proactive tax advisory services. Due to the constant changes in the legislative environment, 1 in 6 firms has found themselves providing tax planning services but not getting paid for these services.  Learn about the industry insights that will help you benchmark planning and advisory services against your peers in the tax professional community.

Presenters:

Trickle Down Business Solutions

Time: Tuesday 4:05pm - 4:30pm Credits: 0.5 TB

John Dohn, National Sales Manager, Management Services International

Learn about Big business, fortune 500 Solutions including revenue and profit; stockholder return and many business solutions originate.  Explore small to mid-sized businesses including their issues, IRS code and solutions.  Examine the CPA shortage and potential solutions.

 

Presenters:

Key Tax Incentives: Vitalizing Your Business

Time: Tuesday 4:35pm - 5:00pm Credits: 0.5 TB

Chad Niehaus, Regional Director, KBKG

Learn how to expand your CPA firm's service offerings quickly and easily with key tax incentives.  Gain high-impact and detailed insight into what it's like to work with a tax incentives provider, what to watch out for when choosing a service provider, and how you can maximize revenue without wasting resources with the right partner.

 

Presenters:

End of Program

Time: Tuesday 5:00pm

Presenters:

  • Christophe Réglat

    President and CEOCoaxis International, Inc.Christophe Réglat founded Coaxis, a Florida corporation, based in Tallahassee, in 2002. Coaxis originated as an application service provider (ASP), offering businesses access over the Internet to applications and related services that would otherwise have to be located on their own business computers. ASP has evolved to cloud computing, and more...

    Read more about Christophe Réglat here
  • Peter Charles Golotko, CPA/PFS, MBA

    Peter has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the...

    Read more about Peter Charles Golotko here
  • Nadia Rodriguez, CPA

    Nadia Rodriguez is a Senior Tax Analyst Programmer at Intuit where she is part of the team that builds Lacerte and ProConnect Tax Online content for individual and business tax professionals. Nadia earned her CPA license in 2009 and Masters in Taxation in 2007. Nadia has experience in Public Accounting where she performed tax planning projections and prepared tax returns for high-net-worth...

    Read more about Nadia Rodriguez here
  • Chad Niehaus

    Chad Niehaus is a Regional Director for KBKG and is based in Atlanta, Georgia. With over eight years of experience partnering with CPAs, accounting professionals, and businesses, Chad oversees the business development team for KBKG’s southeast market. When the Atlanta office opened in 2017, Chad played an integral part in establishing the new location and building upon existing relationships in...

    Read more about Chad Niehaus here
  • Corey Auger

    Corey Auger served as a national speaker and sales executive for Crystal Clear Digital Marketing speaking at over 30 conferences about best practices in business. As Anthem Software’s EVP of business development, Corey will inspire and educate you on how to get more out of your business with a proven strategy that wins every time.

    Read more about Corey Auger here
  • Emiley Parker

    Emiley Parker is the Brand Manager for CPACharge. As a marketing professional, she has 10+ years’ experience driving all things marketing, from building strong brands to executing strategies to grow successful businesses. Emiley enjoys speaking about payment solutions and sharing best practices to help professionals manage their business.

    Read more about Emiley Parker here
  • John Dohn

    Read more about John Dohn here
  • Elle Carter

    Elle is an Account Executive for Botkeeper.  For the past several years she has spent time working with the accounting profession focusing on helping firms identify the benefits of machine learning and artificial intelligence.  As well as, how to create a work-life balance.Elle has a Project Management Professional Certification (PMP) and has used these skills to help firms implement new software...

    Read more about Elle Carter here

Presenters:

Christophe Réglat

President and CEOCoaxis International, Inc.Christophe Réglat founded Coaxis, a Florida corporation, based in Tallahassee, in 2002. Coaxis originated as an application service provider (ASP), offering businesses access over the Internet to applications and related services that would otherwise have to be located on their own business computers. ASP has evolved to cloud computing, and more...Read more about Christophe Réglat here

Peter Charles Golotko, CPA/PFS, MBA

Peter has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the...Read more about Peter Charles Golotko here

Nadia Rodriguez, CPA

Nadia Rodriguez is a Senior Tax Analyst Programmer at Intuit where she is part of the team that builds Lacerte and ProConnect Tax Online content for individual and business tax professionals. Nadia earned her CPA license in 2009 and Masters in Taxation in 2007. Nadia has experience in Public Accounting where she performed tax planning projections and prepared tax returns for high-net-worth...Read more about Nadia Rodriguez here

Chad Niehaus

Chad Niehaus is a Regional Director for KBKG and is based in Atlanta, Georgia. With over eight years of experience partnering with CPAs, accounting professionals, and businesses, Chad oversees the business development team for KBKG’s southeast market. When the Atlanta office opened in 2017, Chad played an integral part in establishing the new location and building upon existing relationships in...Read more about Chad Niehaus here

Corey Auger

Corey Auger served as a national speaker and sales executive for Crystal Clear Digital Marketing speaking at over 30 conferences about best practices in business. As Anthem Software’s EVP of business development, Corey will inspire and educate you on how to get more out of your business with a proven strategy that wins every time.Read more about Corey Auger here

Emiley Parker

Emiley Parker is the Brand Manager for CPACharge. As a marketing professional, she has 10+ years’ experience driving all things marketing, from building strong brands to executing strategies to grow successful businesses. Emiley enjoys speaking about payment solutions and sharing best practices to help professionals manage their business.Read more about Emiley Parker here

John Dohn

Read more about John Dohn here

Elle Carter

Elle is an Account Executive for Botkeeper.  For the past several years she has spent time working with the accounting profession focusing on helping firms identify the benefits of machine learning and artificial intelligence.  As well as, how to create a work-life balance.Elle has a Project Management Professional Certification (PMP) and has used these skills to help firms implement new software...Read more about Elle Carter here
CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org