Mega CPE Conference (MEGA)

Printer Friendly
Text Size: A A A A
back      
 
Wednesday, June 10, 2020
Registration, Continental Breakfast, and Opening Remarks
7:00am-8:00am
Breakout Session

Breakout 1: Ethics - Protecting the Integrity of Florida CPAs (4980) (Credits: 4.0 ET)
8:00am-11:50am


As professionals, CPAs often face complex and challenging ethical situations.  This course provides a framework to assist CPAs address their ethical and regulatory obligations and comply with professional requirements.  Through interactive discussion we will explore recent trends in business and professional ethics along with the application of specific rules and requirements applicable to CPAS.  Our focus will be on the obligations imposed on CPAs by the Florida Statutes, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct.

The course fulfills the biennial ethics requirement for Florida CPAs and is designed for professionals in public practice and those working in industry or government.


Breakout Session (Only choose if not attending Ethics)

Breakout 2: Employee Benefits: Department of Labor Update (Credits: 1.0 AA)
8:00am-8:50am


What's going on at the DOL that will impact the upcoming in season's benefit plan audits?


Breakout Session (Only choose if not attending Ethics)

Breakout 3: Employee Benefits: 401(k) Auditing 101 (Credits: 1.0 AA)
8:50am-9:40am


Learn the basics of auditing 401(k) plans.  Auditing a 401(k) plan has many differences from a traditional financial statement audit.  Examine key areas in a 401(k) audit including planning, eligibility, contribution, distribution and loan testing.  Auditing in an electronic environment will also be explored.


Break
9:40am-10:00am
Breakout Session (Only choose if not attending Ethics)

Breakout 4: Employee Benefits: EBPAQC Update and Quality Initiatives (Credits: 1.0 AA)
10:00am-10:50am


Learn a variety of methods to perform EBP audits more efficiently and effectively.


Breakout Session (Only choose if not attending Ethics)

Breakout 5: Employee Benefits: Audit and Accounting Update (Credits: 1.0 AA)
10:50am-11:40am


Explore new and upcoming audit and accounting standards, including walk throughs of relevant examples.


Lunch
11:40pm-1:00pm
Breakout Sessions(choose one)

Breakout 6: Employee Benefits Roundtable (Interactive) (Credits: 1.0 AA)
1:00pm-1:50pm


Engage in conversations with experts and other practitioners to discuss important topics and issues in the employee benefits practice.  Online attendees will observe a conversation between experts with the opportunity to ask questions.


Breakout 7: Hot Topic (Credits: 1.0 **)
1:00pm-1:50pm


Hear the latest on hot topics and emerging issues. TBD.


Breakout Sessions(choose one)

Breakout 8: Employee Benefits: Audit Update (Credits: 1.0 AA)
1:50pm-2:40pm


Review current new accounting and auditing standards impacting employee benefit plan audits, as well as those impacting future audits.  Review the new auditors' reporting standard and how you'll need to prepare for future audits as well as what your clients will need to be ready to address.


Breakout 9: An Overview of the Emerging Cannabis Sector (Credits: 1.0 TB)
1:50pm-2:40pm


Cannabis.  Hemp.  CBD.  This new financial sector is emerging, with lots of questions from all sides.  What is the difference between medical and recreational marijuana?  Why is hemp important to Florida?  What is the current legislation related to hemp?  What federal legislation is in process?  Learn the banking and business considerations in the hemp industry.  This session lays the groundwork for the full-day MEGA cannabis concentration on Friday, June 12.


Break
2:40pm-3:00pm
Breakout Sessions(choose one)

Breakout 10: Employee Benefits: Risk Assessment and Internal Controls (Credits: 1.0 AA)
3:00pm-3:50pm


Identify issues associated with the risk assessment standards in employee benefit plan audits and review resources available to help auditors perform more effective risk assessments, appropriately link their risk assessments to their audit procedures and comply with the standards.


Breakout 11: Hot Topic (Credits: 1.0 **)
3:00pm-3:50pm


Hear the latest on hot topics and emerging issues. TBD.


Break
3:50pm-4:00pm
Breakout Sessions(choose one)

Breakout 12: Employee Benefits: Internal Control and SOC 1 (Credits: 1.0 AA)
4:00pm-4:50pm


Understand the impact of the SOC 1 Type 2 report on the risk assessment process in employee benefit plans.  Review available tools to effectively document the auditor's understanding of the controls, the service organizations and the relevant user control considerations.


Breakout 13: Hot Topic (Credits: 1.0 **)
4:00pm-4:50pm


Hear the latest on hot topics and emerging issues. TBD.


Welcome Reception
5:00pm-7:00pm

Yes, I will be attending the Welcome Reception
5:00pm-7:00pm



No, I will not be attending the Welcome Reception
5:00pm-7:00pm



Thursday, June 11, 2020
Registration and Continental Breakfast
6:30am-8:00am
Introduction and Opening Remarks
8:15am-8:30am
General Session

Keynote: Strategic Skills for the Future (Credits: 1.0 TB)
8:30am-9:20am


 


Break
9:20am-9:40am
Breakout Session (Choose One)

Breakout 14: Standardizing Your Tech Stack (Credits: 1.0 TB)
9:40am-10:30am


Details to come!


Breakout 15: State Tax: State Tax Innovation Automation and Analytics (Credits: 1.0 TB)
9:40am-10:30am

Aaron Fell
Manager / Grant Thornton LLP
Jacksonville, FL
AND
Brian Howsare, JD
Manager - Indirect Tax / Grant Thornton LLP
Tampa, FL
AND
Kaila M. Regan
Grant Thornton LLP
Tampa, FL

Explore the importance of data analytics and visualization capabilities in connection with the state tax function.  Observe a platform that can automate aspects of data collection and transformation, all the while providing a platform to allow taxpayers to gain insights into their data.


Breakout 16: Moving on Up: From Unheard Nerd to Prized Partner (Credits: 1.0 TB)
9:40am-10:30am


You've got the smarts.  You've put in the hours, many hours.  You've made the jump from unsophisticated staff to masterful manager.  But brains and brawn are not enough to elevate you to the prized partner position.  It's a different world at the partner level and it requires a new attitude and a different set of skills.  This fast-paced, interactive session will cover the 10 essentials skills to becoming a prized partner.
 


Breakout Session (Choose One)

Breakout 17: Technology Topic (Credits: 1.0 TB)
10:40am-11:30am


Details to come!


Breakout 18: State Tax: Trending Multi-State Tax Cases That Impact Your Businesses' Tax Footprint - Part 1 (Credits: 1.0 TB)
10:40am-11:30am

Marshall C. Stranburg, JD, LLM
Deputy Executive Director / Multistate Tax Commission
Washington, DC
AND
Jordan M. Goodman, JD, Esq., CPA
Partner / Horwood Marcus & Berk
Chicago, IL

This 2-part presentation will provide an update on recent state and local tax cases and statutory changes that will affect clients' businesses.  Topics include: when can a state impose its taxing jurisdiction on an out-of-state business and what taxpayers can do to protect themselves.  Hear the latest in apportionment issues.  Examine the latest in retroactive law changes and how best businesses can avoid historical liability. 


Breakout 19: How to Weaponize a Company Retirement Plan for Tax Efficiency (Credits: 1.0 TB)
10:40am-11:30am


Today's marketplace for qualified plans in generic and commoditized. Business owners view qualified plans as a necessary evil to compete for talent and not a weapon to mitigate tax.  Learn about the modern market for qualified plans.  Qualified plans, why bother?  Hear about cultural considerations.  To W2, distribute or defer, that is the question!  Hear about tax efficiency - the parameters of what is possible.  Explore the weaponization of the code for tax efficiency through multiple scenarios  and demographical considerations.


Break
11:30am-11:50am
Breakout Session (Choose One)

Breakout 20: Technology Topic (Credits: 1.0 **)
11:50am-12:40pm


Details to come!


Breakout 21: State Tax: Trending Multi-State Tax Cases That Impact Your Businesses' Tax Foorprint - Part 2 (Credits: 1.0 TB)
11:50am-12:40pm


This is a continuation of breakout # 18.


Breakout 22: Hot Topic (Credits: 1.0 **)
11:50am-12:40pm


Details to come!


Lunch
12:40pm-2:00pm
Breakout Session (Choose One)

Breakout 23: Introduction to Data Analytics with Power Query - Part 1 (Credits: 1.0 **)
2:00pm-2:50pm


Details to come!


Breakout 24: State Tax: Sales Tax considerations When Buying or Selling a Business: Successor Liability, Risk Brought About by Wayfair and Tax Reform (Credits: 1.0 TB)
2:00pm-2:50pm


Details to come!


Breakout 25: Hot Topic (Credits: 1.0 **)
2:00pm-2:50pm


.Details to come!


Breakout Session (Choose One)

Breakout 26: Introduction to Data Analytics and Power Query-Part 2 (Credits: 1.0 **)
3:00pm-3:50pm


Details to come!


Breakout 27: Economic Nexus/Wayfair (Marketplace Facilitator) Sales Tax (Credits: 1.0 TB)
3:00pm-3:50pm


Details to come!


Breakout 28: Hot Topic (Credits: 1.0 **)
3:00pm-3:50pm


Details to come!


Break
3:50pm-4:10pm
Breakout Session (Choose One)

Breakout 29: Cloud Analytics and Digital Business Transformation (Credits: 1.0 **)
4:10pm-5:00pm


Details to come!


Breakout 30: State Tax: State Income Tax Nexus and Apportionment in a Post-Wayfair World (Multi-State Income Tax Update) (Credits: 1.0 TB)
4:10pm-5:00pm


Details to come!


Breakout 31: Hot Topic (Credits: 1.0 **)
4:10pm-5:00pm


Details to come!


Breakout Session (Choose One)

Breakout 32: Technology Topic (Credits: 1.0 **)
5:10pm-6:00pm


Details to come!


Breakout 33: State Tax: Tax Considerations for E-Commerce (Credits: 1.0 TB)
5:10pm-6:00pm


Details to come!


Breakout 34: Hot Topic (Credits: 1.0 **)
5:10pm-6:00pm


Details to come!


Friday, June 12, 2020
Registration and Continental Breakfast
7:00am-8:00am
Opening Remarks and Women to Watch Awards
8:00am-8:20am
General Session

Keynote: Reimaging Our Profession (Credits: 1.0 TB)
8:30am-9:20am


Fueled by rapid technological innovation, the world is changing at unprecedented speed - with significant implications for the accounting profession.  Cybersecurity, blockchain, artificial intelligence, cognitive technologies and Dynamic Audit Solution, all are transforming the way we work today and will continue to do so in our future.  AICPA Immediate Past Chair, Bill Reeb, CPA, CITP, CGMA, will provide insight on the progress our profession is making on key initiatives designed to shape the current and future competencies of our professionals, ensure the viability of our attest function, while protecting the public interest.
 


Annual Meeting
9:20am-9:40am
Break
9:40am-10:00am
Breakout Sessions (Choose One)

Breakout 35: State Tax: Florida Legislative Update (Credits: 1.0 TB)
10:00am-10:50am


Details to come!


Breakout 36: The Business of Medical Cannabis (Credits: 1.0 **)
10:00am-10:50am


Details to come!


Breakout 37: Business Case for DNI (Credits: 1.0 **)
10:00am-10:50am


Details to come!.


Breakout Sessions (Choose One)

Breakout 38: State Tax:DOR Panel (Credits: 1.0 TB)
11:00am-11:50am


Details to come!


Breakout 39: The Business of CBD (Credits: 1.0 **)
11:00am-11:50am


Details to come!


Breakout 40: Say This Not That (Credits: 1.0 **)
11:00am-11:50am


Details to come!


Lunch
11:50am-1:00pm
Breakout Sessions (Choose One)

Breakout 41: The Business of Hemp (Credits: 1.0 **)
1:00pm-1:50pm


Details to come!


Breakout 42: State Tax:Florida Tax Credit and Incentive Panel (Credits: 1.0 TB)
1:00pm-1:50pm


Details to come!


Breakout 43: Hot Topic (Credits: 1.0 **)
1:00pm-1:50pm


Details to come!


Breakout Sessions (Choose One)

Breakout 44: Accounting Issues Facing Cannabis Companies in Florida (Credits: 1.0 **)
2:00pm-2:50pm


Details to come!


Breakout 45: State Tax:Florida Tax Litigation Hot Topics (Credits: 1.0 TB)
2:00pm-2:50pm


Details to come!


Breakout 46: Hot Topic (Credits: 1.0 **)
2:00pm-2:50


Details to come!


Break
2:50pm-3:00pm
Breakout Sessions (Choose One)

Breakout 47: Legal and Ethical Issues Facing Physicians Treating Patients (Credits: 1.0 **)
3:00pm-3:50pm


Details to come!


Breakout 48: State Tax: How to Handle a Sales Tax Audit and Assessment/Record-Keeping Pitfalls (Credits: 1.0 TB)
3:00pm-3:50pm

Shawn M. Williams, CPA
Authorized Member / Shawn M. Williams, CPA, LLC
Bonita Springs, FL
AND
Peter J. Steffens, CPA
Owner/Consultant / Peter Steffens Consulting LLC
Tampa, FL

Details to come!


Breakout 49: Hot Topic (Credits: 1.0 **)
3:00pm-3:50pm


Details to come!


Breakout Sessions (Choose One)

Breakout 50: Legal and Ethical Issues of Physicians Selling CBD (Credits: 1.0 **)
4:00pm-4:50pm


Details to come!


Breakout 51: State Tax: Property Tax Update (Credits: 1.0 TB)
4:00pm-4:50pm


Details to come!


Breakout 52: TBD (Credits: 1.0 **)
4:00pm-4:50pm


Details to come!


Breakout Sessions (Choose One)

Breakout 53: Cannabis and Hemp/CBD Topic (Credits: 1.0 **)
5:00pm-5:50pm


Details to come!


Breakout 54: State Tax: Accounting for Unclaimed Property (Credits: 1.0 AA)
5:00pm-5:50pm


Accounting for reporting and remitting unclaimed property funds owed to others and held on their behalf.


Breakout 55: TBD (Credits: 1.0 **)
5:00pm-5:50pm


Details to come!


Adopt a Student
Select Your Donation Amount

ASLS Adopt-A-Student $10 contribution
-



ASLS Adopt-A-Student $20 contribution
-



ASLS Adopt-A-Student $30 contribution
-



ASLS Adopt-A-Student $50 contribution
-



ASLS Adopt-A-Student $100 contribution
-



General Sessions

back