University of Florida Accounting Conference

2021 UFAC
Thursday, November 11, 2021 - Saturday, November 13, 2021
Hilton Univeristy of Florida - 1714 SW 34th St, Gainesville, FL 32607-4138
8:00am - 4:50pm (opens at 7:00am) EST
20.5Credits
Accounting and Auditing and Behavioral and Technical Business

Registration is Open

Members
$465.00 Early Registration (through 10/23/2021)
$520.00 Regular Price
Non-Members
$715.00 Early Registration (through 10/23/2021)
$770.00 Regular Price
Please Login to Register
Course Type: CPE Conferences
Course Code: 21/UFAC

Overview:

The 2021 UF Accounting and Tax Conference this November has a solid-conference line-up providing an excellent opportunity for attendees to obtain valuable insight and practical guidance into current relevant accounting and tax issues for the upcoming Busy Season. This is a great time to interact with speakers and other attendees at lunch, breaks, and just walking around the halls. Take advantage of this great opportunity. Also, whether you are a Gator alum or not, the conference’s convenient hotel location allows you to take in as much, or as little, of the game weekend atmosphere you want.

The FICPA University of Florida Accounting Conference brings essential CPE training to Gainesville. Attendees can expect to hear from leading speakers and instructors, all hand-picked to share knowledge on the hot topics and industry trends that matter to you. Join in person or via live stream to connect with other CPAs in the University of Florida Community.

Saturday CPE Session and Football Game Too!

Join us on campus Saturday morning for a complimentary Breakfast, CPE and  BBQ hosted by the Fisher School of Accounting and join at the game as we watch the Gators defeat the Samford University Bulldogs.


Two Ways to Attend

The University of Florida Accounting Conference is also available live stream.


Twitter

Follow the FICPA on twitter @ficpa and use #ficpaUFAC to tweet about this conference. 


Accommodations

Hilton University of Florida Conference Center
1714 Southwest 34th St.
Gainesville, FL 32607
(352) 371-3600

Room Rates: $149 single/double (Wednesday and Thursday nights, November 10 & 11, 2021)

Reservations can be made online here or by calling the Hilton University of Florida, directly at 352-384-3412.

Group Code : FI1021

Hotel Cutoff Deadline: Wednesday, October 27, 2021

Complimentary Self Parking.

 

Schedule:

Thursday, November 11, 2021

Registration and Breakfast

Time: Thursday 7:00am - 8:00am

Lydia Desnoyers, CPA, CFE - CEO/Founder DESCPA Business Advisory

Update on the FICPA's efforts to increase DEI within the profession and the case for organizations.

Opening Remarks & Welcome

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

Presenters:

Enterprise Risk Management Based on the COSO Framework & a Real World Peak at the Implementation Strategy & Challenges for the UF Foundation, Inc.

Time: Thursday 8:10am - 9:50am Credits: 2 AA

J. Stephen Nouss CGMA, CPA, Director of Business Consulting Services, Berkowitz Pollack Brant Advisors & CPAs

David Christie, CPA. CGMA, Assistant Vice President/CFO, University of Florida Foundation Inc

Many Large Entities and Now Smaller Entities / Companies are Implementing an "Enterprise Risk Management Program" that fits the Company's Culture and Protects Major Assets both Tangible and Intangible. Does this Element the Risk of Fraud ? No, however an ERM Program can minimize the Risk of Loss and Help Mitigate Exposure for Your Entity, Large or Small!

The GATOR Foundation's Journey through their Enterprise Risk Management Program is a very interesting Adventure.

Presenters:

Break

Time: Thursday 9:50am - 10:00am

Federal and State Tax Updates

Time: Thursday 10:00am - 10:50am Credits: 1 TB

Desiree Baker - Senior Manger, E&Y

Jeremy B. Harris - Executive Director - E&Y

This session will discuss the 2020 Federal and State tax legislative updates, 2021 Federal and State Tax legislative updates and the Biden Tax Plan overview.

Presenters:

Fraud: Red Flags and Risks, a Legal Perspective

Time: Thursday 10:50am - 11:40am Credits: 1 TB

Geddes Anderson, Attorney, Murphy & Anderson

Sarah Hulsberg, Attorney, Murphy & Anderson

Accountants are versed in various types of financial frauds and the red flags associated with them. But understanding the legal definitions are important not just in advising clients, but also in protecting themselves and their practices. This session will include a roundtable discussion with attorneys, Geddes Anderson and Sarah Hulsberg, of Murphy & Anderson, and explore fraud, on the legal side (potential claims, advising clients at early stage, etc.) as well as provide discussion on the legal process of defending and representing fraud claims.

Presenters:

Leadership in a Championship Environment

Time: Thursday 11:40am - 12:10pm Credits: 0.5 TB

Mike Holloway, Head Coach - Men's and Women's Track & Field and Cross Country, University Athletic Association

This session will discuss leadership essentials from the perspective of UF's 9-time NCAA Division I National Champion Track and Field Coach

Presenters:

Lunch

Time: Thursday 12:10pm - 1:20pm

Lunch: Roundtable Remote Working

Time: Thursday 12:25pm - 1:15pm Credits: 1 BE

Steven Morrison, CPA, CFF, Partner-in-Charge, Audit Quality Group, CohnReznick, LLP

From colleagues to vendors to customers/clients, all have been affected from working at home, partial returns, partial shutdowns, and a continuing cycle of change in how we do what we do. Join a roundtable discussion exploring how peers have managed issues in this ever-evolving environment. (Separate fee $25 to attend)

Presenters:

Break

Time: Thursday 1:15pm - 1:20pm

Forecasting: Removing Rose Colored Glasses

Time: Thursday 1:20pm - 2:10pm Credits: 1 AA

Josh Shilts, President, Shilts CPA, PLLC

Projections are commonly relied on for business valuations, lost profits analyses, reorganization plans, and a host of other projects within litigation. Using forensic accounting analysis, the speaker will address “rose-colored” projections and how to work with them. Expert Josh Shilts will discuss how to increase confidence levels of projections using macro and micro market data along with statistical analysis.

Presenters:

Florida Sales Tax Update

Time: Thursday 2:10pm - 3:00pm Credits: 1 TB

Adam Raschke, Managing Director, KPMG

Sales and use tax laws, rules, and guidance are constantly changing. The social and economic environment of the past year+ has heightened the perceived need for change. As a result, we have seen a lot of change with respect to legislation, administrative activity, and more that we will cover in this session.

Presenters:

Break

Time: Thursday 3:00pm - 3:10pm

The Case for Diversity Equity and Inclusion in the CPA Profession

Time: Thursday 3:10pm - 4:00pm Credits: 1 BE

Lydia Desnoyers, CPA, CFE - CEO/Founder DESCPA Business Advisory

Update on the FICPA's efforts to increase DEI within the profession and the case for members.

Presenters:

UF Fisher School of Accounting Student Panel - Environment, Social & Governance concerns on the future of the financial accounting profession

Time: Thursday 4:00pm - 4:50pm Credits: 1 TB

UF Fisher School of Accounting Students ~ Catherine Weng, Angeles Garrido Fabra, Rohan Shah, John Yoo, and Amanda Allen

This presentation will discuss the impact of ESG (environmental, social, and governance) concerns on the future of the financial accounting profession.

Presenters:

Complimentary Reception

Time: Thursday 5:00pm - 6:30pm

Mix and mingle with your friends old and new for our complimentary reception immediately following our last session.

Friday, November 12, 2021

Breakfast

Time: Friday 7:00am - 8:00am

Opening Remarks

Time: Friday 7:55am - 8:00am

Presenters:

Economic and Capital Markets Update

Time: Friday 8:00am - 8:50am Credits: 1 TB

Matthew A. Treskovich, CPA/PFS, CITP, CFA, CMA, MBA, CFP, AEP, CLU, ChFC, FLMI, Chief Investment Officer, CPS Investment Advisors

This presentation will discuss the impact of COVID-19 on the economy and capital markets. History will be used as a guide to understand the markets, with emphasis on the importance of investor behavior. Pandemic-related programs will be reviewed to see what worked, what didn't work, and evaluate potential long-term effects on the economy and markets.

Presenters:

Social Media for Professionals: How to Elevate Your Brand

Time: Friday 8:50am - 9:40am Credits: 1 BE

Michael L. Elkins, Attorney - MLE Law

Social media is the number one business development currency - and it's largely ignored (or looked down upon) by accountants and lawyers.This session will discuss:

1. Why professionals should be active across most, if not all, social platforms; and
2. How to best leverage the platforms to elevate brand awareness.

Presenters:

Break

Time: Friday 9:40am - 9:50am

New Auditor's Report for Private Companies and SSARS 25

Time: Friday 9:50am - 10:40am Credits: 1 AA

Paul Brown, FICPA - Director of Technical Services

This session will be an update for the new auditor's report effective for periods ending on or after December 15, 2021. This will cover changes made by SAS No. 134, 136, 137, 139, and 140 directly related to the auditor's report. The session will also cover the minor changes to accountant's reports covered by SSARS No. 25.

Presenters:

Underpublicized Benefits of Customer Relationship Management Practices

Time: Friday 10:40am - 11:30am Credits: 1 AA

Michael A. Ricci, Ph.D. - Assistant Professor, University of Florida

This session will include discussion of research on customer relationship management practices, with a focus on how these practices impact the auditor and client behavior.

Presenters:

Lunch

Time: Friday 11:30am - 12:40pm

Lunch: Tax Q & A

Time: Friday 11:45am - 12:35pm Credits: 1 TB

Brad Gould - Shareholder/Attorney - Dean Mead

Join us for this lively roundtable discussion as we discuss Federal Tax best practices and topics you want to know. (Separate fee $25 to attend).

Presenters:

Break

Time: Friday 12:35pm - 12:40pm

Combining Tax and Science: How Artificial Intelligence is Improving Tax Research

Time: Friday 12:40pm - 1:30pm Credits: 1 TB

Nathan Wadlinger, EA, CPA, JD, LLM, Lecturer of Accounting; Tax Services Staff, University of Central Florida and Thomas Howell Fergusson CPAs

There is currently a big emphasis in the profession on big data, data analytics, and artificial intelligence (AI). When most people talk about AI in the tax area, they are usually talking about tax preparation software auto filling in returns using AI technology. Recently software has been created where AI is now being used to help tax professionals make better decisions when it comes to tax research. For the first time now we are able to predict outcomes of various tax scenarios using special software. That’s the general idea of the tax research software called Tax Foresight by Blue J Legal. It really does combine tax and science in order to improve tax research. This presentation provides an overview of Tax Foresight including a basic demonstration of the product and how AI improves the tax research process. This presentation uses an interactive approach walking through the steps of the software with various situations. There will even be some interesting surprises!

Presenters:

Gift & Estate Tax Update

Time: Friday 1:30pm - 2:20pm Credits: 1 TB

Brad Gould, Shareholder/Attorney - Dean Mead

Attendees of this session will be provided with an update to the Federal estate and gift tax laws. 

Presenters:

Break

Time: Friday 2:25pm - 2:35pm

The Human Aspect of Cybersecurity: Cautionary Tales to Mitigate Risk – Social Engineering

Time: Friday 2:35pm - 3:25pm Credits: 1 TB

Christophe Reglat, President/CEO, Coaxis International

Today's technological advances allow businesses to be more efficient than ever before. But, it also increases the threats from cybercriminals. This program will explore how hackers use social engineering and explain how it works, how to prepare for it, and how to protect your firm.

Objectives: Learn about some of the newest threats to cybersecurity (social engineering) and how you can protect your firm and your clients’ information. 

Subjects: 
• How cybercrime can impact your firm. 
• Real examples of recent cybercrime incidents using social engineering. 
• Tips to protect your firm from cyber threats

Presenters:

New Employee Benefit Plan Auditing Standard (SAS 136)

Time: Friday 3:25pm - 4:15pm Credits: 1 AA

Jenn Lange - Partner, CohnReznick, LLP

A new auditing standard, specific to employee benefit plans, is going into effect this coming year. This important standard changes the reporting and performance requirements for substantially all firms performing employee benefit plans audits such as 401(k)s and 403(b)s. Get both technical and practical insight from the leader of national firm CohnReznick's Employee Benefit Plan practice leader.

Presenters:

Saturday, November 13, 2021

Practice Management Issues

Time: Saturday 9:00am - 10:40am Credits: 2 TB

Steven Morrison, CPA - Partner, CohnReznick
Gary Margolis - Partner, Callaghan & Margolis


This session will focus on the following topics:

1. Current Practice Management issues in today's Covid-19 world.
    A. Remote offices
    B. Remote Audit's
    C. New Employee's
    D. Technology Updates in today modern practice

2. Best practice's for developing and operating an accounting practice.

Presenters:

BBQ hosted by UF Alumni Association - Complimentary

Time: Saturday 11:00am - 1:00pm

Join us on campus for a complimentary delicious BBQ hosted by the University of Florida Alumni Association.

Presenters:

  • J. Stephen Nouss, CGMA, CPA

    Steve Nouss has more than 35 years of diverse business and public accounting experience with a global accounting firm and Partner for Consulting Services.  Nouss has served in various management positions including two Fortune 500 Companies and as a CFO for a Public Company.   Experience includes the establishment of international operations adapting to unique business environments, initiating and...

    Read more about J. Stephen Nouss here
  • 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
  • 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
  • Adam K Raschke

    Read more about Adam K Raschke here
  • Steven E Morrison, CPA

    Steven Morrison is a partner in National Assurance – Audit Quality Group at CohnReznick, bringing experience as a client service partner, quality control reviewer, and as a standard setter. He has worked with entities in a variety of industries, including automotive dealerships, employee benefit plans, freight forwarding/mail courier, retail, and wholesale/distribution. His experience encompasses...

    Read more about Steven E Morrison here
  • Brad Gould, Esq.

    Brad Gould, a Florida Bar board certified tax attorney, serves as a trusted counselor to businesses and individuals in the full range of corporate, tax and estate planning matters. His clients include closely held businesses, business owners and their families, individuals, and fiduciaries.Brad's extensive experience includes guiding business owners through all stages of the company’s life cycle...

    Read more about Brad Gould here
  • Michael L Elkins

    Michael Elkins is 20 year, nationally quoted labor and employment and sports law attorney.Michael has been featured by national media outlets such as CNN, Forbes, Newsweeek, The New York Daily News, Bloomberg, Yahoo, Yahoo Life, Yahoo Finance, The Miami Herald and more, discussing issues ranging from Major League Baseball’s collective bargaining negotiations to employer COVID-19 vaccination...

    Read more about Michael L Elkins here
  • Matthew A Treskovich, CPA/PFS, CITP, CFA, CMA, CFP, AEP, MBA, CLU

    As the Chief Investment Officer, Matt Treskovich leads both the CPS Investment Committee and portfolio trading team. Through his leadership, the CPS Team is able to help individuals, businesses, and non-profit organizations create financial plans and invest wisely to meet their unique goals. Matt is a Certified Public Accountant licensed in Florida. During the past 20 years in financial services...

    Read more about Matthew A Treskovich here
  • Nathan Leon Wadlinger, CPA, JD, LLM

    Nate Wadlinger is a Lecturer at the University of Central Florida where he teaches accounting and 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. Further, he teaches as an adjunct at various law schools and accounting programs. He also is the Lead Instructor for the EA Exam at Gleim Exam Prep...

    Read more about Nathan Leon Wadlinger here
  • Lydia C Desnoyers, CPA, CFE

    Lydia C. Desnoyers, CPA, CFE is the founder and owner of Desnoyers CPA, LLC – a Miami-based company specializing in tax preparation and strategies, forensic accounting and business management consulting. Prior to starting her practice, Ms. Desnoyers gained over six years of accounting and internal audit experience at Carnival Corp and plc.  Ms. Desnoyers earned her Bachelor’s degree in accounting...

    Read more about Lydia C Desnoyers here
  • Joshua James Shilts, CFE,CFF,CPA

    For approx. 15 years Mr. Shilts has provided domestic and international clients with an array of “non-traditional” CPA services.  Mr. Shilts’ practice focuses on providing litigation support for both domestic and commercial issues.  He provides assistance in the calculation of business valuations, economic damages and forensic accounting.  Mr. Shilts’ unique background also includes providing...

    Read more about Joshua James Shilts here
  • Sonia Rosetta Singh, CPA,JD,LLM (TAX)

    University of Florida’s Fisher School of Accounting. She teaches financial accounting and tax courses across the curriculum in several different programs, including the Bachelor of Science in Accounting, Master of Accounting, Master of Business Administration, Master of Science in Entrepreneurship, and Master of Science in Management programs. She is also an adjunct lecturer in the University of...

    Read more about Sonia Rosetta Singh here
  • David Christie, CPA, CGMA, CITP

    David joined the UF Foundation in 2007, and has served in roles of Staff Accountant, Assistant Controller, Associate Controller, Sr. Associate Controller, Controller, CFO, and Assistant Vice President & CFO. He currently provides leadership to the finance, technology and risk management teams. Prior to joining UF, David worked as an auditor and bookkeeper, and served four years in the US Army...

    Read more about David Christie here
  • Desiree Segobiano Baker

    Desiree is an experienced Senior Manager in EY’s Indirect Tax Services practice in Tampa. She joined the firm in 2015. Desiree supports the Central Region in a wide range of Indirect Tax service offerings. These include income and franchise, sales and use, property, tax technology, workforce solutions, and various tax planning and consulting opportunities. Her ten plus years of experience include...

    Read more about Desiree Segobiano Baker here
  • Jeremy Brandon Harris

    Read more about Jeremy Brandon Harris here
  • Gary Jay Margolis, CPA

    Gary Margolis, is a partner at Callaghan & Margolis. Gary brings his experience in supervising a tax practice at the accounting firm and many issues presented to today’s preparer. Gary has extensive experience in many areas of tax practice and has dealt with software related issues. In addition, he serves as the CFO/consultant for a large petroleum distributor in South Florida. Currently, he is...

    Read more about Gary Jay Margolis here
  • Douglas Lee Cooper, CPA

    Read more about Douglas Lee Cooper here
  • Gary Anderson McGill, PhD

    Gary McGill is Director and PricewaterhouseCoopers Term Professor in the Fisher School of Accounting at the University of Florida. He joined the faculty in 1986 after earning a Ph.D. at Texas Tech University. Professor McGill is a CPA and spent several years in tax practice prior to becoming a professor. Professor McGill teaches various graduate and undergraduate tax courses, including a graduate...

    Read more about Gary Anderson McGill here
  • Mike Holloway

    Mike Holloway, who was named the first head coach of the combined men’s and women’s track & field program on June 19, 2007, has directed a clear course for the University of Florida’s success both on and off the track, molding  the Gators into one the nation’s elite over the past 26 seasons. Holloway is one of five coaches in Division I history to win at least eight men’s team NCAA Championships...

    Read more about Mike Holloway here
  • Michael Ricci

    Michael (Mike) Ricci is an assistant professor in the Fisher School of Accounting at the University of Florida. Mike examines research questions in auditing using the experimental method.  Mike is interested in auditor-client relationships and how the customer service aspect of auditing impacts audit outcomes. In addition, Mike’s research examines how features of the auditing environment – such as...

    Read more about Michael Ricci here
  • Jennifer Lange, CPA

    Jennifer R. Lange, CPA, is a partner at CohnReznick with more than 25 years of diversified public accounting experience. She had developed an expertise in accounting, auditing, and financial management services and serves as the Firm’s Employee Benefit Plan Audit Practice Leader.  She is also a member of the Firm’s Financial Services Industry Practice. Jenn specializes in audit services for...

    Read more about Jennifer Lange here
  • Geddes Anderson

    Geddes D. Anderson, Jr. is an experienced “AV” rated trial, appellate, and arbitration attorney whose practice emphasizes litigation of civil cases. Prior to founding Murphy & Anderson, Mr. Anderson was a Jacksonville litigation attorney and partner with the litigation law firm Liles, Gavin, Costantino & Murphy. He has handled hundreds of civil cases, including matters relating to business...

    Read more about Geddes Anderson here
  • Sarah Hulsberg

    Sarah Jeck Hulsberg is an associate attorney at the law firm of Murphy & Anderson, P.A. in Jacksonville, Florida. Ms. Hulsberg primarily handles litigation matters involving business disputes, commercial litigation, securities disputes.Ms. Hulsberg earned her law degree from the University of Florida, where she graduated cum laude, received a Book Award in Legal Research and Writing, and was a...

    Read more about Sarah Hulsberg here

Major Topics:

  • U.S./Florida Economic Update
  • New Auditor's Report for Private Companies and SSARS 25
  • Federal and State Tax Updates
  • Fisk Management - Fraud
  • Leadership in a Championship Environment
  • Valuations - Projections
  • Florida Sales Tax
  • Cyber Security
  • UFAC Student Panel
  • Data Analytics
  • Social media for Professionals: How to Elevate Your Brand
  • PPP Loan (Tax)
  • Customer Relationship Management in Auditing
  • Diversity and Inclusion
  • Gift & Estate Tax Update
  • AI Tax Research Technology
  • New Employee Benefit Plan Auditing Standard (SAS 136)
  • Practice Management Issues

Designed For:

CPAs, Accountants and Finance Professionals.

Prerequisite:

None.