Polk Chapter: Auditing during the Pandemic & Alteryx | Achieving Financial Independence | Correction Programs for Qualified Retirement Plan

Thursday, October 07, 2021
Lakeland Country Club - 929 Lake Hollingsworth Dr, Lakeland, FL 33803-3140
4:30pm - 8:20pm (opens at 4:15pm) EST
Accounting and Auditing and 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.


$50.00 Regular Price


$75.00 Regular Price

Student Members

$0 Regular Price

Course Type: Chapter Events
Course Code: 21/PC100721
Vendor: Florida Institute of CPAs (Chapter)
Field of Study: Specialized Knowledge


Auditing During the Pandemic & Alteryx
Credit(s) and Type: .5 | Technical Business  .5 | Accounting and Auditing
Speaker Name: Chase Ibbotson, Antoinette Warren, Gabby Sumner

CPE is: .5 AA & .5 TB

Achieving Financial Independence
Credit(s) and Type: 1 | Technical Business
Speaker Name: James Luffman & Sterling Searcy

You Break It, You Fix It: Correction Programs for Qualified Retirement Plans
Credit(s) and Type: 1 | Accounting and Auditing
Speaker Name: John Burgess


Member Cost $50.00
Non Member Cost $75.00
Student Cost: $0.00 (register by phone to receive this pricing)

Register Online
Click "Register Myself" button above.

Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail
Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.

  • Mail your reservation payment to:
    Florida Institute of CPAs
    3800 Esplanade Way, Suite 210
    Tallahassee, FL 32311
    Please make checks payable to: Florida Institute of CPAs

  • Include with payment:
    Event Name:
    Member Number:
    Meal Choice (if applicable):



Please Note :Along with signing-in on the Attendance Form the day of the event, please make sure to access the EZ Verification form via the link provided in the confirmation email sent after registration.


  • James Martin Luffman, CPA/PFS

    James M. Luffman, CPA/PFS Partner CPS Investment Advisors James M. Luffman, CPA/PFS is a principal owner of CPS Investment Advisors. His responsibilities include providing tactical financial advice and planning to families and small businesses, leading the Investment Committee meetings in decisions of asset allocation and strategies and offering relevant oversight to the CPS trading desk. Prior to...

    Read more about James Martin Luffman here

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