Summer Vacation Cluster- Now Fully Virtual
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.
Due to social distancing requirements related to the COVID-19 pandemic, the 2020 Summer Vacation Cluster will only be available on line. In-person registrants will be transferred to the virtual conference.
The CPE Event with Vacation in the Name
Join us via virtual presentation on August 6-8, 2020 for a great variety of quality CPE. Each seminar is 4 hours. You can register to attend 1 seminar or up to 5 seminars.
Hear from nationally known subject matter experts on Accounting & Auditing, Compilation & Review , IT, CyberSecurity, Data Analytics, RPA, Federal Income Taxes, Fraud, Sales & Use Tax Rules, The Future of Business Transformation, Risk Assessment, Retirement Planning and Florida Ethics (4980).
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Thursday, August 6, 2020
Bridging the Gap between IT and Accounting: Cloud, CyberSecurity, Data Analytics, RPA and Other Hot Topics!
Time: Thursday 8:30am - 12:00pm Credits: 4 AA
This presentation will discuss current trends impacting the space between information technology and accounting. Topics will touch on artificial intelligence, blockchain, cloud computing, cybersecurity, data privacy, robotic process automation, and the intersection of these.
Sales & Use Tax - Diffuse Your Client's Ticking Time Bomb (Florida and Multi-State)
Time: Thursday 8:30am - 12:00pm Credits: 4 TB
Sales and use tax can be the silent danger creeping up in your client's business in ways that are not obvious or even logical. learn about and how to avoid the sales tax traps faced by most businesses from a CPA/Attorney that practices almost exclusively in sales and use tax controversy. The session will extensively cover issues for Florida based businesses and delve into the myriad of multi-state issues with the new economic nexus and marketplace facilitator statues that have popped up all over the United States since the Wayfair decision.
New Auditor's Report, New Compilation and Review Requirements, new Employee Benefit Plan Audit Standard, and Other Changes to What CPAs Do
Time: Thursday 1:30pm - 5:00pm Credits: 4 AA
With early implementation, the end of 2020 brings a number of important changes to what CPAs do for substantially all audits including a new audit reporting model. Also, a new auditing standard specific to employee benefit plans may create noticeable changes for the ways some conduct such audits. This session will help those in practice and in industry understand what these changes mean and ways to prepare, including whether or not early implementing standards for busy season 2021 makes sense.
8 BIG Ideas for Business Transformation
Time: Thursday 1:30pm - 5:00pm Credits: 4 TB
Most agree that the global economy is undergoing the largest technological transformation in history. In this session you will learn about 8 innovation platforms and how their underlying technologies are likely to transform how we live, work and play.
Friday, August 7, 2020
How Deviating From Your Ethical Baseline Is Not As Hard As You Think - Maricopa Case Study
Time: Friday 8:30am - 12:00pm Credits: 4 AA
David Mobley' Maricopa Index Hedge Fund was the world's top-rated investment vehicle. Unbeknownst to investors and the world in general, it was a massive fraud. While you might see yourself as incapable of committing unethical acts, good people do bad things every single day. How does this happen and most importantly, how can you prevent yourself from sliding down the slippery slope from which there is no escape. In this course, we will use the Maricopa Index Hedge Fund case study to explore the hidden ways your brain can work against your ethical baseline and most importantly, how to prevent deviations from your ethical profile before it becomes too late.
Federal Tax Update
Time: Friday 8:30am - 12:30pm Credits: 4 TB
This presentation will cover a federal tax update since the end of 2019 with an emphasis on federal individual and business taxation. It will also include a tax technology update showing how Artificial Intelligence is being used in federal tax research. Finally with the US Presidential Election of 2020 right around the corner from this presentation, there will be an overview of some of the major presidential tax plans.
Risk Assessment, Professional Skepticism & High-Quality Audits
Time: Friday 1:30pm - 5:00pm Credits: 4 AA
Risk assessment is very important to audits. However, it is something that is a frequent cause of peer review comments and has often left partners and staff wondering why risk assessment has to be so difficult. Learn how risk assessment can work effectively, the importance of professional skepticism, and ways to help effectively plan and perform high quality audits.
Retirement Planning Update for CPAs
Time: Friday 1:30pm - 5:00pm Credits: 4 TB
Retirees face a number of important decisions that will have a large impact on their retirement success. This presentation provides CPAs with useful information and practical advice on how to assist clients in achieving their retirement goals.
Saturday, August 8, 2020
Ethics: Protecting the Integrity of Florida CPAs (4980)
Time: Saturday 8:30am - 12:00pm Credits: 4 ET
It is essential for CPAs to have an understanding of the ethical problems and principles that impact their daily interactions with clients, employers, and regulatory authorities. This course reviews the frameworks provided in the Florida Statues, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct that determine the expectations for your behavior as a Florida CPA.
In addition to focusing on the application of specific rules and requirements in those frameworks, the course will also examine recent trends in business and professional ethics.
Stay current on the latest accounting trends and hot topics.
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
Randall Thomas Coleman, CFP,CPA
Senior Vice PresidentWealth Management AdvisorRandy Coleman is a Financial Advisor in the Rockledge, Florida, Merrill Lynch office. He works with his clients and their other professional advisors to create an overall wealth management strategy tailored to each individual or family’s unique circumstance. Randy earned his B.S. degree in Accounting from the University of Central Florida and actively...Read more about Randall Thomas Coleman 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
Roberto Elias Valdez, CPA
Roberto Valdez, CPA, CISA, is the Director of Cybersecurity & Automation Services for Kaufman Rossin. He performs advisory and assurance engagements that include robotic process automation services, SOC 1, 2, and 3; IT risk assessments; phishing simulations; and engagements addressing compliance with requirements under HIPAA, FINRA, and SOX 404. Engagements have included multiple industries...Read more about Roberto Elias Valdez here
Terry L Seaton, CPA, PFS, CFP™
Owner and PresidentSeaton Financial Advisors, LLCTerry L. Seaton is the Owner and President of Seaton Financial Advisors, LLC. Seaton Financial Advisors is an independent, fee-only registered investment advisory firm (RIA) registered in the State of Florida.Mr. Seaton graduated from the University of Florida with a Bachelor of Science in Industrial Engineering and a Masters degree in Business...Read more about Terry L Seaton 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
Michael Bret Hood
Director21st Century Learning & Consulting, LLCAfter 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...Read more about Michael Bret Hood here
Nathan Leon Wadlinger, CPA, JD, LLM
LecturerFlorida State UniversityNate Wadlinger, CPA, JD, LLM Tax is a Lecturer at Florida State University where he teaches tax courses in the Bachelors and Masters of Accountancy programs. He also works part-time in the tax services group of Thomas Howell Ferguson P.A. CPAs in Tallahassee, Florida. Further, he teaches as an adjunct at Florida State University College of Law and Boston University...Read more about Nathan Leon Wadlinger here
Sales & Use Tax
Compilation & Review Requirements
Florida Ethics (4980)
Designed For:CPAs, CFOs, Business Owners and Financial managers.