Industry Insights Conference (IIC)
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.
Overview:
New!
Industry Insights Conference (IIC)
April 24-25, 2024
Wyndham Grand Bonnet Creek / Orlando, FL
Many Paths, One Destination: Create Your Own Journey
The FICPA’s new Industry Insights Conference (IIC) brings topics and speakers from our past Corporate Finance Forum, Not-for-Profit Accounting Conference, and Health Care Industry Conference into one, all-encompassing event.
Enjoy “Many Paths, One Destination: Create Your Own Journey,” by choosing from concurrent sessions in corporate finance, health care, and not-for-profit tracks that speak to your practice. Come together with 300+ colleagues from across Florida for shared keynote sessions and an interactive exhibit hall.
The IIC is a unique opportunity to participate in three conferences for the price of one.
Arrive for additional in-person training on April 23:
- Ethics: Protecting the Integrity of Florida CPAs Course (4 CPE Hours) - Additional registration and fee required.
- Learning Labs (4 CPE Hours) - Thirteen 15-minute Ted Talk-style learning labs, included with your IIC registration.
CPE CREDIT
This conference qualifies for up to 16 hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation. The type of credit earned depends on concurrent breakouts chosen. Please indicate your choice of breakouts on the registration form.
$TACK THE $AVINGS!
In addition to FICPA member and early registration discounts, you can save up to 15% when you register a group of five or more! Call Member Services for more information: 850-224-2727
FICPA Members save even more. Not a member? Join today at ficpa.org/JoinToday.
FHA and HFMA
***Nonmember fee is waived for members of FHA and HFMA Florida chapter for this conference only. Call member services at 850-224-2727 to secure your rate.
SOCIAL MEDIA
Follow the FICPA on Linked in, Facebook, Instagram and X and share news about this conference using the hashtag #FICPAIIC.
Schedule:
Tuesday, April 23, 2024
Learning Labs
Time: Tuesday 1:00pm - 5:00pm Credits: 4 TB
Enjoy Ted-Talk Style Learning Labs.
Wednesday, April 24, 2024
Breakfast and Registration
Time: Wednesday 7:30AM - 8:00AM
Join us for this year’s healthcare industry A&A Update: This session will:
- Provide an update on the current agenda of the AICPA Health Care Expert Panel.
- An in-depth discussion on new accounting and auditing standards.
CFO Panel - Future Proofing Your Financial Function
Time: Wednesday 8:00am - 9:00am Credits: 1 BE
Gain invaluable insights from top CFOs as they discuss the latest trends and challenges in accounting and finance:
- Explore emerging trends and regulatory challenges impacting the finance industry.
- Learn about innovative strategies and best practices from seasoned finance executives.
- Network with high-level professionals and gain actionable insights for your own firm.
Presenters:
Corporate Finance: Leveraging the COSO Framework for ESG Reporting
Time: Wednesday 9:10am - 10:00am Credits: 1 AA
This session will provide background on utilizing the COSO framework to enhance and strengthen ESG Reporting. Participants will::
- Learn how to consider COSO's principals and apply towards climate disclosure governance, risk, processes, controls, and technology.
- Learn about the new SEC disclosure rules.
Presenters:
Health Care: Spotlight on Florida: State Legislative Update
Time: Wednesday 9:10am - 10:00am Credits: 1 TB
- Gain insight into data and information that illuminate key priorities to advance a modern and sophisticated healthcare delivery system in Florida.
- Receive updates on key public policy developments and anticipated areas of focus at the state and federal levels.
Presenters:
Not-for-Profit: Today's Multigenerational Workforce: Leadership, Inclusion, and Engagement
Time: Wednesday 9:10am - 10:00am Credits: 1 BE
The world will change more in the next 20 years than it has in the past 2000. Today’s world of work requires businesses to invest in inclusion - yet many experts claim that the generational divide in the workplace, and society, has never been more evident than it is today. As technology advances we see 5 generations, AI and tools working side by side. Understanding the differences and intersections in values, behaviors and communication have become a business imperative to ensure organizations are better equipped to respond to today’s everchanging market. In this session you will:
- Recognize that investing in inclusion is a business strategy that drives innovation, employee engagement and organizational performance.
- Identify changing workplace demographics and offer insights as to both what's coming next and the role we have in creating space for belonging.
- Incorporate communication strategies to work better with members of different generations.
- Identify and resolve unconscious bias.
Presenters:
Networking Break
Time: Wednesday 10:00am - 10:25am
Corporate Finance: OECD- Global Minimum Tax
Time: Wednesday 10:25am - 11:15am Credits: 1 AA
This course will provide an overview of the Pillar Two rules. The presentation will include:
- Recent developments on the status of implementation of the Pillar Two rules.
- Discussion on what multinational corporations are doing currently to comply with the Pillar Two rules.
Presenters:
Health Care: AI in Health Care
Time: Wednesday 10:25am - 11:15am Credits: 1 TB
Enjoy a session covering all thing AI in Health Care. You can:
- Learn how Azure OpenAI GPT is helping healthcare organizations automate workflows and reduce costs.
- Focus on use cases like Axe the Fax, Revenue Cycle, Patient Messaging Automation, Contact Center and Analytics.
- Discuss how any organization can take advantage of Microsoft Azure Innovate funding to help kick start AI projects.
Presenters:
Not-for-Profit: 2024 Employee Benefits & Insurance trends: The Evolving
Time: Wednesday 10:25am - 11:15am Credits: 1 TB
- Improve your risk profile.
- Identify where claims are coming from.
- Take the right steps toward risk mitigation.
- Hire and retain the right talent and manage their benefit costs.
Presenters:
Corporate Finance: Root Cause Analysis: Opportunities and Approaches
Time: Wednesday 11:25am - 12:15pm Credits: 1 AA
This session is designed to equip accounting and auditing executive leaders with the knowledge, tools, and enhanced business problem-solving skills needed to alleviate recurring obstacles to the achievement of key business objectives. The result is reliable performance, better resource utilization, and improved ROI. A data-driven root cause analysis methodology and various approach alternatives will be presented along with applications to current topics such as AI, RPA, and ESG.
Presenters:
Health Care: Margins to Remain Pressured; But Signs of Life are Emerging
Time: Wednesday 11:25am - 12:15pm Credits: 1 TB
In this session, Kevin Holloran – Sector Head of Fitch Ratings USPF Not-for-Profit will cover the rating agency’s 2024 sector outlook and reasons for the continued deteriorating (negative) outlook on the sector. Kevin will go over the operational stresses that the sector has experienced the last three fiscal years, with predictions on key metrics for 2023 year end and 2024 such as Median Operating Margin and Median Days’ Cash on Hand. Despite the fact that significant pressures remain, there are reasons to be optimistic about the sector, which Kevin will discuss in an early median preview. Kevin will finish with some key takeaways and hopefully end on a positive note discussing some “green shoots” coming up in the sector. Kevin will be happy to take questions at the end of the presentation – all questions and topics are welcome.”
Objectives:
- Understand the main reasons for Fitch Rating’s continued deteriorating (negative) outlook on the sector.
- Be able to identify the key trend lines going forward for key metrics in the sector.
- Appreciate that while significant pressures remain, there are still reasons to be optimistic about the long term viability of the sector, and the reasons why.
Presenters:
Not-for-Profit: Key Employment Law Updates for Not-for-Profit Organizations
Time: Wednesday 11:25am - 12:15pm Credits: 1 TB
Join us for an engaging employment law presentation that will provide important state and federal legislative changes affecting not-for-profit employers (and employees).
- Hear about hot topics including OSHA's amended recordkeeping and reporting requirements and national emphasis program on heat illness prevention.
- Gain insights into the NLRB's final rule on joint employment and the DOL's rule on independent contractors.
- Developing and updating employment handbooks, policies, procedures, agreements, applications, and other documents to ensure multi-state compliance.
Presenters:
Lunch
Time: Wednesday 12:15pm - 1:15pm
Corporate Finance: Cash Flow Management
Time: Wednesday 1:15pm - 2:05pm Credits: 1 AA
Learn practical cash flow management techniques, cash forecasting and the relationship of cash to revenue. Explore liquidity measures and monitoring your company's credit profile.
Presenters:
Health Care: Considerations for M&A Transactions in the Healthcare Industry
Time: Wednesday 1:15pm - 2:05pm Credits: 1 AA
Mergers and Affiliations(M&A) in the healthcare industry have significantly increased across all aspects of healthcare including hospitals and healthcare systems, physicians, ancillary healthcare entities and private equity firms.
- Gain an overview of transaction considerations including financial, revenue cycle, tax, post-merger integration, technology, and operations.
- Assess how to construct and present an optimal EBITDA and a net working capital peg to limit last-minute negotiation.
- Understand how structuring is impacted by regulatory matters and execute post-acquisition operational and system integration.
Presenters:
Not-for-Profit: Auditing Standards - Risk Assessment, Estimates and More
Time: Wednesday 1:15pm - 2:05pm Credits: 1 AA
- Enjoy an up-tempo overview of the new standards and their role in your reporting.
- Learn more about the performance requirements and how to best incorporate them into your processes.
- Get an overview of key requirements from the practitioner and industry perspectives.
Presenters:
Corporate Finance: Foundations of Cryptocurrency – Thoughts from an Auditor on First Entering Digital Assets
Time: Wednesday 2:15pm - 3:03pm Credits: 1 TB
An overview of various considerations for auditors and those in industry on risks of material misstatement on cryptocurrency and digital assets, including:
- What type of issue is it?
- Accounting
- Auditing
- NOCLAR, including fraud
- Professional Skepticism
- Resources
Presenters:
Health Care: Driving Margin & Patient Experience Improvement through Access Simplification
Time: Wednesday 2:15pm - 3:05pm Credits: 1 TB
Can your margin and patient experience be improved? Join this session so see how. We will cover:
- Where the frustrations with access begin: The perspectives and needs
- The digital front door to patient care
- Case studies, building blocks, and more
Presenters:
Not-for-Profit: Fundraising Panel Discussion
Time: Wednesday 2:15pm - 3:05pm Credits: 1 TB
Presenters:
Networking Break
Time: Wednesday 3:05pm - 3:30pm
Corporate Finance: FP&A Modeling Applications
Time: Wednesday 3:30pm - 4:20pm Credits: 1 TB
Presenters:
Health Care: FQHC Look-Alike: An Innovative Strategy for Health Systems, Providers and the Community
Time: Wednesday 3:30pm - 4:20pm Credits: 1 TB
The little known Federally Qualified Center Look-Alike model holds the potential to transform health systems, aid providers, and create better communities. Without overhauling your entire existing structure, you will:
- Share ways to improve the health of underserved communities and vulnerable populations.
- Expand access to culturally competent and quality health care services.
- Benefit from access to the 340B Federal Drug Pricing Program, optimized Medicare and Medicaid reimbursement, reduced non-urgent ER utilization, and more.
Presenters:
Not-for-Profit: Government Auditing Standards - A Review
Time: Wednesday 3:30pm - 4:20pm Credits: 1 AA
This session provides:
- An overview of the government auditing environment.
- A deep dive into often misunderstood aspects of government auditing standards and reviews.
- The intricacies of Peer review and inspector general findings relating to audit quality in Single Audits.
Presenters:
Corporate Finance: Joint Venture Formations - New ASU and Reminders
Time: Wednesday 4:30pm - 5:20pm Credits: 1 AA
In August 2023 the FASB issued ASU 2023-05, Business Combinations—Joint Venture Formations (Subtopic 805-60): Recognition and Initial Measurement. Learn the before and after:
- Prior to the standard, GAAP did not provide guidance on how a joint venture should recognize and measure assets contributed and liabilities assumed at its formation.
- After this course, participants should understand the accounting definition of a joint venture and how to apply the new guidance to joint ventures on their formation date.
Presenters:
Health Care: Benefits Frontier: Innovating Solutions for Modern Workplaces
Time: Wednesday 4:30pm - 5:20pm Credits: 1 TB
Presenters:
Not-for-Profit: 990 Tax Compliance / Sales Use Tax / UBIT
Time: Wednesday 4:30pm - 5:20pm Credits: 1 AA
Join us for an overview of the Form 990, the IRS, and the Not-for-Profit Landscape. We will:
- Discuss the IRS's Purpose and objectives, filing requirements, and consequences of failure to file.
- Highlight key schedules and discuss hot topics within the NFP industry, including the public support test, UBIT and more.
- Discuss NFP watchdogs and practical examples of how you can improve your NFP's overall rating, which could result in new donors and increased contributions to overall support the organizations mission and tax-exempt purpose.
Presenters:
Reception
Time: Wednesday 5:20pm - 6:30pm
Thursday, April 25, 2024
Breakfast and Registration
Time: Thursday 7:30am - 8:00am
State of the Profession
Time: Thursday 8:00am - 9:00am Credits: 1 TB
Join the FICPA President and CEO for an update on the most critical issues in the CPA profession today. Learn:
- How the accounting talent pipeline is being addressed
- How is the technology landscape developing
- How is the profession growing and more.
Presenters:
Corporate Finance: Cost Accounting - Understanding your Cost Structure to Improve Profitability
Time: Thursday 9:10am - 10:00am Credits: 1 AA
What is cost accounting and how does it support management decisions, strategy, and profitability? Find out while also learning to:
- Identify the different elements of cost, the carious types of cost accounting and preferred methods and applications in business.
- Understand how business changes affect cost accounting practices and application.
- Gain insights into the theory of practical application of cost accounting.
Presenters:
Health Care: Federal Health Care Update
Time: Thursday 9:10am - 10:00am Credits: 1 TB
- Hear the latest on physician pay policies.
- Learn about continued implementation of the Inflation Reduction Act.
- Gain compliance and enforcement updates pertaining to surprise billing, transparency, interoperability regulations and more.
Presenters:
Not-for-Profit: FASB Update Part -1
Time: Thursday 9:10am - 10:00am Credits: 1 AA
In this session, the FASB's NFP sector will:
- Guide you through key developments in GAAP during this past year.
- Discuss new ASUs, key implementation matters for recent standards, current financial reporting issues, and noteworthy projects on the FASB's current agenda.
- We will leave time for your questions, so please bring them!
Presenters:
Networking Break
Time: Thursday 10:00am - 10:25am
Corporate Finance: The Silent Equity Partner You Never Knew You Had
Time: Thursday 10:25am - 11:15am Credits: 1 TB
The system that allows your clients to collect money is likely costing more than it should. In this educational webinar, we will:
- Outline what you need to know about the unregulated merchant credit card processing industry, including the complex ecosystem and varied players, lifecycle of a transaction, methods of processing, and how to read a statement.
- Cover case studies and examples pulled from real-life statements will be shared.
- Navigate the credit card payment ecosystem with greater confidence, gaining an understanding of the challenges faced by your clients.
Presenters:
Health Care: Data Analytics to Improve Revenue Integrity
Time: Thursday 10:25am - 11:15am Credits: 1 TB
Presenters:
Not-for-Profit: FASB Update Part - 2
Time: Thursday 10:25am - 11:15am Credits: 1 AA
In this session, the FASB's NFP sector will:
- Guide you through key developments in GAAP during this past year.
- Discuss new ASUs, key implementation matters for recent standards, current financial reporting issues, and noteworthy projects on the FASB's current agenda.
- We will leave time for your questions, so please bring them!
Presenters:
Corporate Finance: Economic Banking Industry Update
Time: Thursday 11:25am - 12:15pm Credits: 1 TB
Participants will hear a discussion on:
- Interest rate trends since the pandemic.
- A retrospective view of the March 2023 banking crisis.
- The future outlook for the path ahead for the banking industry in regards to lending, deposits, and customer behaviors.
Presenters:
Health Care: Evolving Board and Audit Committee Priorities in 2024
Time: Thursday 11:25am - 12:15pm Credits: 1 TB
Boards and audit committees are dealing with expanded agendas and evolving priorities, which means their expectations of finance teams and leaders are also changing. This session will cover:
- What finance leaders need to know about the key issues being discussed in boardrooms these days.
- What directors tell us they are really seeking from management teams.
Presenters:
Not-for-Profit: Current Trends in Fraud and Cyber Fraud
Time: Thursday 11:25am - 12:15pm Credits: 1 AA
- Gain insight into techniques fraudsters use to steal funds and proprietary information.
- Learn how to avoid unknowingly aiding potential theft and victimization.
- Know the steps to take when you are defrauded, including the recovery of stolen funds.
Presenters:
Lunch
Time: Thursday 12:15pm - 1:15pm
Corporate Finance: Technology and the Impact on Finance & Accounting at CCBSS
Time: Thursday 1:15pm - 2:05pm Credits: 1 TB
During this session, I will share a history of technology projects/implementations across Finance within the CCBSS organization, as well as our technology/innovation strategy and roadmap. Through this discussion:
- I will highlight the various types of technology leveraged within Finance/Accounting to drive efficiency, cost avoidance, financial statement analysis, etc.
- Participants of the session will leave with an understanding of key considerations to identifying the right technology, how to organize to successfully implement, and ideas that could benefit small and large organizations.
Presenters:
Health Care: AdventHealth Sustainability Case Study
Time: Thursday 1:15pm - 2:05pm Credits: 1 TB
Since 2022, AdventHealth has been focused on environmental sustainability and publicly promised to reduce emissions by signing the Health & Human Services Climate Pledge. Join AdventHealth as they share:
- Their journey, their learnings, and their progress including a focus on how they organized themselves from a governance, framework, and workstream perspective.
- Various examples of work will be discussed including the steps that were taken to execute two utility scale virtual power purchase agreements with strategic partners
- How AdventHealth is building momentum in their organization and capturing incentives from the IRA through a 3MW solar project on their corporate campus in Altamonte Springs, FL.
Presenters:
Not-for-Profit: Planning for a Single Audit
Time: Thursday 1:15pm - 2:05pm Credits: 1 AA
You need a what? a single audit? If you find your organization in need of a single audit, come hear about:
- The ins and outs of federal and state single audits.
- We will delve into deep questions such as "If it's called a single audit, why does it seem like twice as much work?"
Presenters:
Corporate Finance: Recruiting & Retaining Top Talent- Panel Discussion
Time: Thursday 2:15pm - 3:05pm Credits: 1 BE
Join us for an exciting panel on Bringing in and Retaining top work force talent:
- Hear from our expert panel on their lessons learned
- Learn what has and has not worked in the recruiting process
- And learn why keeping great talent benefits the workforce
Presenters:
Health Care: How Nonprofit and Healthcare Organizations Can Identify and Claim Inflation Reduction Act Tax Credits
Time: Thursday 2:15pm - 3:05pm Credits: 1 TB
In this session we will discuss all things Inflation Reduction Act Tax Credits. We will cover:
- Clean energy credits available to businesses including new credits resulting from the Inflation Reduction Act of 2022 (“IRA”).
- Existing clean energy tax credits that were modified by the IRA.
- How the credits are generally computed including the bonus credits that apply.
- The direct pay option for tax-exempt organizations and transferability rules for all other entities.
Presenters:
Not-for-Profit: AI for Not-for-Profits
Time: Thursday 2:15pm - 3:05pm Credits: 1 TB
Presenters:
Networking Break
Time: Thursday 3:05pm - 3:30pm
Corporate Finance: Mastering the Shift from Manager to Motivational Leader
Time: Thursday 3:30pm - 4:20pm Credits: 1 BE
As a leader, your responsibilities are more than just completing tasks and meeting deadlines. It is about retaining the best talent and motivating the team to reach their full potential and achieve company goals.
- Discover why simply possessing technical skills to be a manager is no longer sufficient and leaders must elevate their leadership abilities to adapt to the evolving demands of talent management.
- This session offers managers the opportunity to acquire the knowledge needed to become exceptional leaders capable of retaining top talent and cultivating high-performing teams.
Presenters:
Health Care: Accounting and Audit Update
Time: Thursday 3:30pm - 4:20pm Credits: 1 AA
This session will provide an update on the current agenda of the AICPA Health Care Expert Panel, as well as an in-depth discussion on new accounting and auditing standards.
Presenters:
Not-for-Profit: Implications of SECURE 2.0 on 403(b) Plans
Time: Thursday 3:30pm - 4:20pm Credits: 1 TB
This session is designed to help attendees understand the SECURE 2.0 provisions affecting 403(b) retirement plans. Attendees will learn:
- What consulting opportunities SECURE 2.0 provisions provide for different types of plans.
- How new Roth provisions may affect 403(b) plans in the future.
Presenters:
Cybersecurity - Risks, Controls, and Coverage
Time: Thursday 4:30pm - 5:20pm Credits: 1 TB
This presentation will focus on current trends in cyber fraud for companies of all sizes. This session will:
- Cover topics in ransomware, social engineering fraud, and other threats.
- Cover how assessment of current controls and policies will help to minimize the threat environment.
- Identify resources available to affected companies as well as what is required in order to secure insurance for cyber related incidents.
Presenters:
Objectives:
This conference will address the current accounting, business trends and hot topics for you to implement in your practice or organization.
Presenters:
-
Jeffrey D Mechanick, CPA, CGMA
Jeff Mechanick is Senior Project Advisor for Not-for-Profit Organizations at the FASB. In that role, he provides organization-wide technical and strategic advice on standard-setting activities affecting the not-for-profit sector, guides and facilitates stakeholder outreach with the sector, chairs the FASB's Not-for-Profit Advisory Committee, and participates in some of the FASB's broader...
Read more about Jeffrey D Mechanick here -
Lynda Munion Dennis, CPA, CGFO, PhD
Lynda M. Dennis, CPA, PhD received her PhD in Public Affairs and Master's in Public Administration from UCF and her undergraduate degree in accounting and finance from the UWF. She is a Florida CPA and Certified Government Finance Officer. Lynda retired as an Associate Instructor from the Kenneth Dixon School of Accounting at UCF. For over 20 years Lynda was a contract CPE discussion leader and...
Read more about Lynda Munion Dennis here -
Anne Marie Hicks, CGMA, CPA
Anne Marie is a Sr. Manager with Capital Edge Consulting, Inc., with more than 35 years of experience in government contract cost accounting and regulatory compliance, provides advisory services primarily on Aerospace and Defense Contract Accounting and Systems. Prior to engaging in government contract consulting with Capital Edge, Anne Marie completed a career with CAE USA Inc, in multiple...
Read more about Anne Marie Hicks here -
Amy Joy Mierzejewski, CPA
Amy Mierzejewski, CPA, has over 20 years of experience in auditing not-for-profit, governmental entities, community associations, healthcare organizations, employee benefit plans, and more. Most of Amy's not-for-profit clients are in the housing, social services, and education sectors. Amy has extensive experience with not-for-profit organizations, both with and without federal and/or state single...
Read more about Amy Joy Mierzejewski here -
Steven Morrison, CPA, CFF, CFE
Steven Morrison is the National Director of Audit and a partner in National Assurance at CohnReznick LLP. With experience as a client service engagement partner, quality reviewer, and standard setter, he leads the firm's Audit Quality Group which addresses the development and application of methodology and actively consults on assurance, reporting, and independence matters. He currently...
Read more about Steven Morrison here -
Keith Givens, CPA
Special Agent Givens has almost 30 years of experience with the FBI. With a financial background as both a CPA and CFE who worked on Wall Street prior to joining the Bureau, he has worked every major violation the Bureau investigates all the way from significant participation in the investigation of 9/11 and catching spies from foreign governments operating in the U.S. to a significant portion of...
Read more about Keith Givens here -
Kenneth C Euwema
Ken is the Chief Financial and Operations Officer at Meals on Wheels America. With more than 30 years of experience in finance, Ken has focused the last two decades of his career helping non-profits thrive. Prior to joining Meals on Wheels America, Ken spent nearly 17 years at United Way Worldwide in various roles including Vice President – Controller, Vice President of Membership Accountability...
Read more about Kenneth C Euwema here -
Lindsey W Roe
Lindsey is a Partner in our Chicago Health Care practice. Lindsey started her professional career at EY in Indianapolis, Indiana and has over fourteen years of experience performing and managing audit services for SEC registrants, large and small community-based health providers, nonprofit, multi-location health systems, academic medical centers and other health-related organizations, as well as...
Read more about Lindsey W Roe here -
George Chris Batalis, CPA
George Batalis is the partner-in-charge of healthcare consulting with Katz, Sapper & Miller's Healthcare Resources Group. George helps healthcare organizations confidently move forward and ahead of their competition by guiding them through strategic planning, mergers and acquisitions, and financial analysis. George has more than 20 years of healthcare industry experience in executive and...
Read more about George Chris Batalis here -
Jeffrey Michael Tuscan, CPA
Jeff Tuscan is a graduate of the University of Florida, with a Bachelor of Science degree in Accounting. is background includes public accounting experience with local and international accounting firms including Coopers & Lybrand, Fort Myers. Jeff has over 32 years of extensive experience in auditing, business consulting and client assistance.Jeff's industry expertise includes non-profit...
Read more about Jeffrey Michael Tuscan here -
Martin Bel, CFA, AIF®
Martin is a senior vice president and retirement plan consultant with the Retirement & Investment Solutions practice of CBIZ, Inc. He works with plan sponsors to help them meet their organization's retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, and not-for-profit...
Read more about Martin Bel here -
Kevin Newingham
Kevin Newingham is a director of healthcare consulting with Katz, Sapper & Miller's Healthcare Resources Group. Kevin helps health systems, hospitals, and physician groups develop and implement innovative strategies that drive organizational transformation. Kevin has over 25 years of healthcare industry experience in executive and leadership roles, including in strategic and operational...
Read more about Kevin Newingham here -
Michael Dringus
As a passionate advocate for his clients, Mike prides himself on driving awareness and transparency in the Merchant Services Industry. He joined Merchant Advocate in 2017, after spending most of his career in pharmaceutical industry. As sales team lead for Merchant Advocate, Mike uses a hand-on consultative approach to drive strategic execution and create long-lasting relationships with his...
Read more about Michael Dringus here -
Dawn Koffarnus
Read more about Dawn Koffarnus here -
Laura Dillon
Laura Martin Dillon is a member of the Washington Council Ernst & Young practice of Ernst & Young LLP, where she provides services focusing on health care policy. Her chief responsibility is to track legislative and regulatory developments and provide detailed reporting and analysis to clients on health care issues.Prior to joining Washington Council, Laura was a Senior Health Care Analyst at the...
Read more about Laura Dillon here -
Joy A Block-Gonzalez, CPA
Joy Block-Gonzalez is a vice president of finance and chief accounting officer at AdventHealth. Prior to joining AdventHealth in 2013, Joy served as an audit partner at Deloitte, where she worked for 19 years. Upon joining AdventHealth, Joy implemented and led the finance shared services team. Since then, she has led various finance teams, including internal audit, reconciliation services, net...
Read more about Joy A Block-Gonzalez here -
Kathleen Sharman
Read more about Kathleen Sharman here -
Tracy Genevieve Hancock, CPA
Genevieve Hancock, CPA is a highly-skilled technical accountant, currently employed with one of the largest public insurance brokerages for U.S. GAAP and ICFR compliance specifically supporting the largest accounting change in modern history around Revenue Recognition, with extensive experience in technical accounting research, contract structuring, accounting policy creation, and implementation...
Read more about Tracy Genevieve Hancock here -
Janice Sue Polo
Read more about Janice Sue Polo here -
Meghan A Warrick, CPA, CGMA
Meghan Warrick is the Executive Vice President & Chief Financial Officer of the Central Florida Foundation. She has been with the Foundation since 2004 and is a Certified Public Accountant and a Chartered Global Management Accountant with more than 20 years of experience in accounting, auditing and financial administration in the non-profit sector. Prior to joining the Foundation, Meghan was an...
Read more about Meghan A Warrick here -
Jeffrey Paul Hartman
Jeff is a Managing Director in the Orlando office for Protiviti. Jeff is a CPA with over 30 years of accounting and audit experience providing extensive internal audit, SOX, and risk assurance leadership to multiple public and private companies. Jeff has provided clients business advisory services, corporate governance, internal and external audit, and risk consulting services while at Protiviti...
Read more about Jeffrey Paul Hartman here -
Scott M Klein
Scott Klein advises multinational corporations on cross-border tax matters with a focus on design and implementation of tax-efficient structures for his clients that align with their global business objectives. Central to addressing his clients' global tax needs, Klein helps develop customized strategies that automate international tax technical rules for structural and situational planning...
Read more about Scott M Klein here -
Jamie McGlothlin, PhD
Dr. Jamie McGlothlin provides health care analytics for health systems to drive performance improvement in clinical quality, financial stability, operational efficiency and cost reduction. Jamie has a PhD in computer science specializing in big data analytics, information retrieval, cloud computing and machine learning. Jamie began his career with 20 years of experience in software development...
Read more about Jamie McGlothlin here -
Shelly Weir
Shelly Weir is President & Chief Executive Officer of the Florida Institute of CPAs (FICPA), the statewide professional association for Certified Public Accountants (CPAs) in Florida. In this role, Weir serves as Secretary-Treasurer of the FICPA and FICPA Scholarship Foundation and works in partnership with the FICPA Council to develop and execute the Institute's strategic vision. Weir leads a...
Read more about Shelly Weir here -
Mary Mayhew
Mary C. Mayhew joined the Florida Hospital Association in October 2020. During her time as President, Mayhew was named to the Florida Politics 2022 Influence 150, Florida Trend's 2022 Florida 500, and placed #3 in The Florida Health Care Power 100 and #24 in The Florida Power 100 by City & State Florida. Prior to joining FHA, Mayhew served as Secretary of the Florida Agency for Health Care...
Read more about Mary Mayhew here -
Christina Berg
Christina Berg was named Sr. Director of Finance for Coca-Cola Bottlers' Sales & Services (CCBSS) in January 2021. In this position, she is responsible for leading internal and BPO teams supporting nine Coca-Cola Bottlers across the US and Canada in the areas of accounting, tax, FP&A, audit, and operational projects. Christina plays a key role in setting and implementing her function's overarching...
Read more about Christina Berg here -
Joseph R Mucha, CPA
Joe Mucha is a Sr Director in the Verizon Accounting organization, based out of Lake Mary FL. Joe has worked at Verizon for over 10 years in a variety of leadership positions, most notably leading the implementation of the ASC 606 revenue recognition standard and the CECL accounting standard. Prior to Verizon, Joe worked as an auditor with PwC as well as Dopkins and Company (a McGladrey network...
Read more about Joseph R Mucha here -
Carrie Summerlin
Read more about Carrie Summerlin here -
Elzbieta Bijlani, CPA, CGMA, CPC
Ela Bijlani is a seasoned CPA and Executive Coach with nearly two decades of experience in accounting and corporate finance functions. Her expertise lies in a unique combination of business acumen, financial expertise, coaching skills, and leadership training, which she leverages to empower leaders in cultivating high-performing teams, improving communication, increasing retention and driving...
Read more about Elzbieta Bijlani here -
Ashaki Bronson Marcellus
Read more about Ashaki Bronson Marcellus here -
Gail Gray, CPA
Since 1996, Gail, a CPA, has significantly influenced the integration of accounting with technology. Her notable achievement includes developing the GASB ACFR template for CaseWare in 2006, a pioneering step in automating financial reporting for government clients. Her expertise expanded to implementing Workiva for ACFR and budget reporting, demonstrating her capacity to leverage technology in...
Read more about Gail Gray here -
Steve Kennedy
Read more about Steve Kennedy here -
Tina Hodges
Tina is a dynamic health care revenue cycle executive and currently leads RSM's national revenue integrity practice. She has over 20 years of leadership and process improvement experience in revenue cycle, driving large transformation and optimization engagements across large health care and academic medical facilities, including physician practices and behavioral health. She is well versed in...
Read more about Tina Hodges here -
Victor Tang, CIC
Senior Vice President at Marsh McLennan Agency with a proven track record in leadership, benefits, and recruitment in the health & benefits industry. With over 10 years of experience working to understand his client's needs and develop a long-term strategy to meet their goals of increasing productivity and returning an investment on their insurance & benefits programs. Victor graduated from the...
Read more about Victor Tang here -
Dee Anna D Hays
Dee Anna Hays is a Shareholder attorney in Ogletree Deakins' Tampa office. She is Board Certified in labor and employment law by the Florida Bar. Dee Anna represents businesses across many industries in a wide range of labor and employment law matters, including employment litigation defense, investigations, workplace safety and health (OSHA), traditional labor relations (staying union-free)...
Read more about Dee Anna D Hays here -
Steven E Brady, CPA
Steve is a Partner and Market Leader for Withum's Transaction Advisory practice. He is a licensed certified public accountant in the state of Illinois and specializes in mergers & acquisitions and transaction advisory, advising clients to realize value from middle-market transactions across multiple sectors. Steve has extensive expertise in buy-side and sell-side due diligence, merger...
Read more about Steven E Brady here -
Karen Roberts, CEBS, QKA, TGPC
Karen is a director of client consulting with the Retirement & Investment Solutions practice of CBIZ, Inc. She leads the client service consultant team that assists with retirement plan compliance and consulting, including plan design, mergers and acquisition and fiduciary risk management. Karen holds a B.S. in Accounting from Point Park University and a B.S. in Commerce & Engineering Sciences...
Read more about Karen Roberts here -
Jon Schultz, CPA
Jon Schultz is a CPA that has over eighteen years of audit and tax experience, with a specialization in not-for-profit organizations. Jon also serves as the firm's education industry practice leader. Jon holds memberships with prestigious accounting organizations, such as the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSCPA)...
Read more about Jon Schultz here -
John Bennett
Mr. Bennett is a seasoned healthcare professional with over a decade of expertise in the industry. With a strong background in both healthcare leadership and technology, he has consistently delivered exceptional results in driving business growth and innovation.For eight years, Mr. Bennett served as the Chief of Business Development at Sutter Health, a prominent healthcare system known for its...
Read more about John Bennett here -
Richard E Boer Jr
Richard E. Boer Jr., is a Director at FORVIS, LLP based in Indianapolis, Indiana. Mr. Boer specializes in State and Local Tax and has more than 25 years of experience. He has worked with multistate companies on various multijurisdictional compliance and consulting tax matters in the areas of income, franchise, sales and use, property, and payroll taxes as well as credits and incentives and...
Read more about Richard E Boer Jr here -
Rob Roy
Rob Roy is senior vice president of investments and chief investment officer for AdventHealth. In this role, he oversees investments for one of the nation's largest faith-based health systems, which includes operating capital and employee retirement portfolios totaling approximately $16 billion. Roy also co-leads the ESG/sustainability work for AdventHealth. Roy, who has 35+ years of...
Read more about Rob Roy here -
Marisa Farabaugh
Marisa Farabaugh is senior vice president and chief supply chain officer for AdventHealth. In this role, she provides strategic direction toward new and sustainable supply chain and business services efficiencies including aligning people, processes and technology, optimizing sourcing, driving cost and control initiatives, and maintaining a culture of efficiency and effectiveness. Farabaugh is...
Read more about Marisa Farabaugh here -
Jason Lardiere, CPA
Jason Lardiere is a Senior Manager in Crowe's Accounting Advisory practice and has over 9 years of public accounting and industry experience. He specializes in accounting for complex technical accounting topics including business combinations and variable interest entities. During his career, Jason has provided accounting advisory services to both public and private companies in a variety of...
Read more about Jason Lardiere here -
Eric Beck
Eric joined Bouchard Insurance in 2003 and was invited into the ownership group in 2007. He became one of the majority shareholders and a board member. In February of 2019, Bouchard was acquired by Marsh McLennan Agency where he is a Senior Vice President and National Non-Profit Practice Leader. Prior to joining Bouchard Insurance, he worked in many social service settings, including residential...
Read more about Eric Beck here -
Kevin Holloran
Kevin Holloran is a Senior Director and the head of US Healthcare and US Higher Education. Kevin initially served as the Sector Leader for the Not-for-Profit Healthcare Group at Fitch Ratings for six years. Kevin joined Fitch Ratings in April of 2017.With over 25 years of experience in the healthcare sector, Kevin follows a portfolio of high-profile acute care health care credits across the...
Read more about Kevin Holloran here -
Cigdem Oktem
Cigdem Oktem serves as Region Leader for EY's Center for Board Matters. In her role, Cigdem brings insights on governance trends and practices to boards, committees and executives. She has been a trusted advisor to leaders and led research on various aspects of governance, strategy and finance for nearly two decades.
Read more about Cigdem Oktem here -
Tony Consoli
Tony is the firm's practice leader for all health care, life sciences and alternative risk services. He is responsible for all aspects of client service delivery, business development and thought leadership. His extensive expertise includes hospitals, physician groups, senior care organizations and life sciences organizations ranging from pre-revenue to global pharmaceutical and medical device...
Read more about Tony Consoli here -
Elzar T Camper
Elzar is a Managing Director in the National Risk and Advisory Services - Cybersecurity Practice for CBIZ Inc. with 20 years of experience as a global security leader and advisor to U.S. ambassadors, foreign governments, and executive leadership. Elzar brings a wide range of consulting, program management, and international cyber and physical security experience across multiple sectors. Prior to...
Read more about Elzar T Camper here -
Tara Blythe
Tara Blythe serves as Chief People Officer for Infotech, Inc., a pioneer of innovation providing software solutions that advance and automate construction. In this role she leads organizational development, people operations, innovation and communications helping to cultivate the people-centric culture that has been present since its founding.Tara holds a Senior Professional in Human Resources...
Read more about Tara Blythe here -
Bradley M Boyd
Read more about Bradley M Boyd here -
Paulette Haban
Paulette Haban, an accomplished professional, has held significant roles in the field of Human Resources. Since December 2022, she serves as the Vice President of Total Rewards at agilon health which is headquartered in Austin, Texas. Prior to joining agilon health, she was Vice President of Human Resources for Exactech and has held leadership roles in companies like Johnson & Johnson, The Walt...
Read more about Paulette Haban here -
Ian Norkin
As BankUnited Executive Vice President, Managing Director of Consumer and Business Banking, Ian Norkin is responsible for executing the sales and branch strategy for the Consumer and Business Banking line of business that spans across Florida, Texas and New York.With more than two decades of experience in the financial services industry, Norkin joined BankUnited in 2015 as executive vice president...
Read more about Ian Norkin here -
Donald Rossberg
Read more about Donald Rossberg here -
Jimmy Parker, MBA, CPA, CIA
Jimmy is an accomplished hands-on financial executive and educator with 30 years of domestic and international business experience in internal audit function management, Lean Six Sigma business process improvement, enterprise risk management, audit committee presentations, and operations finance. He is presently an Adjunct Professor at the University of Central Florida, teaching both Auditing and...
Read more about Jimmy Parker here -
Dan Thompson
Read more about Dan Thompson here -
Tatiana Rosa, MBA
Read more about Tatiana Rosa here -
Kimberlee Riley
Kimberlee Riley, CAP® serves as the President and CEO for the Catholic Foundation of Central Florida. A social entrepreneur, Kimberlee has experience in all three sectors leading business development, strategic planning, public/private partnership, governance, investment, and philanthropic strategies. She is a team-oriented leader with more than 30 years of building relationships and partnerships...
Read more about Kimberlee Riley here -
Kristen Barnett
Kristen Barnett BSW, Director of Operations and Marketing has been with The Pregnancy Center for 10 years.
Read more about Kristen Barnett here -
Kathleen Ann Pighini, CPA
Kathy Pighini is the Senior Vice President, Corporate Controller and Chief Accounting Officer of Marriott Vacations Worldwide Corporation (NYSE: VAC). Her team is responsible for the global application and interpretation of US GAAP, establishment of accounting policies, external financial reporting, consolidated close processes and shared services functions. She is actively involved in industry...
Read more about Kathleen Ann Pighini here
Presenters:
Jeffrey D Mechanick, CPA, CGMA
Jeff Mechanick is Senior Project Advisor for Not-for-Profit Organizations at the FASB. In that role, he provides organization-wide technical and strategic advice on standard-setting activities affecting the not-for-profit sector, guides and facilitates stakeholder outreach with the sector, chairs the FASB's Not-for-Profit Advisory Committee, and participates in some of the FASB's broader...Read more about Jeffrey D Mechanick hereLynda Munion Dennis, CPA, CGFO, PhD
Lynda M. Dennis, CPA, PhD received her PhD in Public Affairs and Master's in Public Administration from UCF and her undergraduate degree in accounting and finance from the UWF. She is a Florida CPA and Certified Government Finance Officer. Lynda retired as an Associate Instructor from the Kenneth Dixon School of Accounting at UCF. For over 20 years Lynda was a contract CPE discussion leader and...Read more about Lynda Munion Dennis hereAnne Marie Hicks, CGMA, CPA
Anne Marie is a Sr. Manager with Capital Edge Consulting, Inc., with more than 35 years of experience in government contract cost accounting and regulatory compliance, provides advisory services primarily on Aerospace and Defense Contract Accounting and Systems. Prior to engaging in government contract consulting with Capital Edge, Anne Marie completed a career with CAE USA Inc, in multiple...Read more about Anne Marie Hicks hereAmy Joy Mierzejewski, CPA
Amy Mierzejewski, CPA, has over 20 years of experience in auditing not-for-profit, governmental entities, community associations, healthcare organizations, employee benefit plans, and more. Most of Amy's not-for-profit clients are in the housing, social services, and education sectors. Amy has extensive experience with not-for-profit organizations, both with and without federal and/or state single...Read more about Amy Joy Mierzejewski hereSteven Morrison, CPA, CFF, CFE
Steven Morrison is the National Director of Audit and a partner in National Assurance at CohnReznick LLP. With experience as a client service engagement partner, quality reviewer, and standard setter, he leads the firm's Audit Quality Group which addresses the development and application of methodology and actively consults on assurance, reporting, and independence matters. He currently...Read more about Steven Morrison hereKeith Givens, CPA
Special Agent Givens has almost 30 years of experience with the FBI. With a financial background as both a CPA and CFE who worked on Wall Street prior to joining the Bureau, he has worked every major violation the Bureau investigates all the way from significant participation in the investigation of 9/11 and catching spies from foreign governments operating in the U.S. to a significant portion of...Read more about Keith Givens hereKenneth C Euwema
Ken is the Chief Financial and Operations Officer at Meals on Wheels America. With more than 30 years of experience in finance, Ken has focused the last two decades of his career helping non-profits thrive. Prior to joining Meals on Wheels America, Ken spent nearly 17 years at United Way Worldwide in various roles including Vice President – Controller, Vice President of Membership Accountability...Read more about Kenneth C Euwema hereLindsey W Roe
Lindsey is a Partner in our Chicago Health Care practice. Lindsey started her professional career at EY in Indianapolis, Indiana and has over fourteen years of experience performing and managing audit services for SEC registrants, large and small community-based health providers, nonprofit, multi-location health systems, academic medical centers and other health-related organizations, as well as...Read more about Lindsey W Roe hereGeorge Chris Batalis, CPA
George Batalis is the partner-in-charge of healthcare consulting with Katz, Sapper & Miller's Healthcare Resources Group. George helps healthcare organizations confidently move forward and ahead of their competition by guiding them through strategic planning, mergers and acquisitions, and financial analysis. George has more than 20 years of healthcare industry experience in executive and...Read more about George Chris Batalis hereJeffrey Michael Tuscan, CPA
Jeff Tuscan is a graduate of the University of Florida, with a Bachelor of Science degree in Accounting. is background includes public accounting experience with local and international accounting firms including Coopers & Lybrand, Fort Myers. Jeff has over 32 years of extensive experience in auditing, business consulting and client assistance.Jeff's industry expertise includes non-profit...Read more about Jeffrey Michael Tuscan hereMartin Bel, CFA, AIF®
Martin is a senior vice president and retirement plan consultant with the Retirement & Investment Solutions practice of CBIZ, Inc. He works with plan sponsors to help them meet their organization's retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, and not-for-profit...Read more about Martin Bel hereKevin Newingham
Kevin Newingham is a director of healthcare consulting with Katz, Sapper & Miller's Healthcare Resources Group. Kevin helps health systems, hospitals, and physician groups develop and implement innovative strategies that drive organizational transformation. Kevin has over 25 years of healthcare industry experience in executive and leadership roles, including in strategic and operational...Read more about Kevin Newingham hereMichael Dringus
As a passionate advocate for his clients, Mike prides himself on driving awareness and transparency in the Merchant Services Industry. He joined Merchant Advocate in 2017, after spending most of his career in pharmaceutical industry. As sales team lead for Merchant Advocate, Mike uses a hand-on consultative approach to drive strategic execution and create long-lasting relationships with his...Read more about Michael Dringus hereDawn Koffarnus
Read more about Dawn Koffarnus hereLaura Dillon
Laura Martin Dillon is a member of the Washington Council Ernst & Young practice of Ernst & Young LLP, where she provides services focusing on health care policy. Her chief responsibility is to track legislative and regulatory developments and provide detailed reporting and analysis to clients on health care issues.Prior to joining Washington Council, Laura was a Senior Health Care Analyst at the...Read more about Laura Dillon hereJoy A Block-Gonzalez, CPA
Joy Block-Gonzalez is a vice president of finance and chief accounting officer at AdventHealth. Prior to joining AdventHealth in 2013, Joy served as an audit partner at Deloitte, where she worked for 19 years. Upon joining AdventHealth, Joy implemented and led the finance shared services team. Since then, she has led various finance teams, including internal audit, reconciliation services, net...Read more about Joy A Block-Gonzalez hereKathleen Sharman
Read more about Kathleen Sharman hereTracy Genevieve Hancock, CPA
Genevieve Hancock, CPA is a highly-skilled technical accountant, currently employed with one of the largest public insurance brokerages for U.S. GAAP and ICFR compliance specifically supporting the largest accounting change in modern history around Revenue Recognition, with extensive experience in technical accounting research, contract structuring, accounting policy creation, and implementation...Read more about Tracy Genevieve Hancock hereJanice Sue Polo
Read more about Janice Sue Polo hereMeghan A Warrick, CPA, CGMA
Meghan Warrick is the Executive Vice President & Chief Financial Officer of the Central Florida Foundation. She has been with the Foundation since 2004 and is a Certified Public Accountant and a Chartered Global Management Accountant with more than 20 years of experience in accounting, auditing and financial administration in the non-profit sector. Prior to joining the Foundation, Meghan was an...Read more about Meghan A Warrick hereJeffrey Paul Hartman
Jeff is a Managing Director in the Orlando office for Protiviti. Jeff is a CPA with over 30 years of accounting and audit experience providing extensive internal audit, SOX, and risk assurance leadership to multiple public and private companies. Jeff has provided clients business advisory services, corporate governance, internal and external audit, and risk consulting services while at Protiviti...Read more about Jeffrey Paul Hartman hereScott M Klein
Scott Klein advises multinational corporations on cross-border tax matters with a focus on design and implementation of tax-efficient structures for his clients that align with their global business objectives. Central to addressing his clients' global tax needs, Klein helps develop customized strategies that automate international tax technical rules for structural and situational planning...Read more about Scott M Klein hereJamie McGlothlin, PhD
Dr. Jamie McGlothlin provides health care analytics for health systems to drive performance improvement in clinical quality, financial stability, operational efficiency and cost reduction. Jamie has a PhD in computer science specializing in big data analytics, information retrieval, cloud computing and machine learning. Jamie began his career with 20 years of experience in software development...Read more about Jamie McGlothlin hereShelly Weir
Shelly Weir is President & Chief Executive Officer of the Florida Institute of CPAs (FICPA), the statewide professional association for Certified Public Accountants (CPAs) in Florida. In this role, Weir serves as Secretary-Treasurer of the FICPA and FICPA Scholarship Foundation and works in partnership with the FICPA Council to develop and execute the Institute's strategic vision. Weir leads a...Read more about Shelly Weir hereMary Mayhew
Mary C. Mayhew joined the Florida Hospital Association in October 2020. During her time as President, Mayhew was named to the Florida Politics 2022 Influence 150, Florida Trend's 2022 Florida 500, and placed #3 in The Florida Health Care Power 100 and #24 in The Florida Power 100 by City & State Florida. Prior to joining FHA, Mayhew served as Secretary of the Florida Agency for Health Care...Read more about Mary Mayhew hereChristina Berg
Christina Berg was named Sr. Director of Finance for Coca-Cola Bottlers' Sales & Services (CCBSS) in January 2021. In this position, she is responsible for leading internal and BPO teams supporting nine Coca-Cola Bottlers across the US and Canada in the areas of accounting, tax, FP&A, audit, and operational projects. Christina plays a key role in setting and implementing her function's overarching...Read more about Christina Berg hereJoseph R Mucha, CPA
Joe Mucha is a Sr Director in the Verizon Accounting organization, based out of Lake Mary FL. Joe has worked at Verizon for over 10 years in a variety of leadership positions, most notably leading the implementation of the ASC 606 revenue recognition standard and the CECL accounting standard. Prior to Verizon, Joe worked as an auditor with PwC as well as Dopkins and Company (a McGladrey network...Read more about Joseph R Mucha hereCarrie Summerlin
Read more about Carrie Summerlin hereElzbieta Bijlani, CPA, CGMA, CPC
Ela Bijlani is a seasoned CPA and Executive Coach with nearly two decades of experience in accounting and corporate finance functions. Her expertise lies in a unique combination of business acumen, financial expertise, coaching skills, and leadership training, which she leverages to empower leaders in cultivating high-performing teams, improving communication, increasing retention and driving...Read more about Elzbieta Bijlani hereAshaki Bronson Marcellus
Read more about Ashaki Bronson Marcellus hereGail Gray, CPA
Since 1996, Gail, a CPA, has significantly influenced the integration of accounting with technology. Her notable achievement includes developing the GASB ACFR template for CaseWare in 2006, a pioneering step in automating financial reporting for government clients. Her expertise expanded to implementing Workiva for ACFR and budget reporting, demonstrating her capacity to leverage technology in...Read more about Gail Gray hereSteve Kennedy
Read more about Steve Kennedy hereTina Hodges
Tina is a dynamic health care revenue cycle executive and currently leads RSM's national revenue integrity practice. She has over 20 years of leadership and process improvement experience in revenue cycle, driving large transformation and optimization engagements across large health care and academic medical facilities, including physician practices and behavioral health. She is well versed in...Read more about Tina Hodges hereVictor Tang, CIC
Senior Vice President at Marsh McLennan Agency with a proven track record in leadership, benefits, and recruitment in the health & benefits industry. With over 10 years of experience working to understand his client's needs and develop a long-term strategy to meet their goals of increasing productivity and returning an investment on their insurance & benefits programs. Victor graduated from the...Read more about Victor Tang hereDee Anna D Hays
Dee Anna Hays is a Shareholder attorney in Ogletree Deakins' Tampa office. She is Board Certified in labor and employment law by the Florida Bar. Dee Anna represents businesses across many industries in a wide range of labor and employment law matters, including employment litigation defense, investigations, workplace safety and health (OSHA), traditional labor relations (staying union-free)...Read more about Dee Anna D Hays hereSteven E Brady, CPA
Steve is a Partner and Market Leader for Withum's Transaction Advisory practice. He is a licensed certified public accountant in the state of Illinois and specializes in mergers & acquisitions and transaction advisory, advising clients to realize value from middle-market transactions across multiple sectors. Steve has extensive expertise in buy-side and sell-side due diligence, merger...Read more about Steven E Brady hereKaren Roberts, CEBS, QKA, TGPC
Karen is a director of client consulting with the Retirement & Investment Solutions practice of CBIZ, Inc. She leads the client service consultant team that assists with retirement plan compliance and consulting, including plan design, mergers and acquisition and fiduciary risk management. Karen holds a B.S. in Accounting from Point Park University and a B.S. in Commerce & Engineering Sciences...Read more about Karen Roberts hereJon Schultz, CPA
Jon Schultz is a CPA that has over eighteen years of audit and tax experience, with a specialization in not-for-profit organizations. Jon also serves as the firm's education industry practice leader. Jon holds memberships with prestigious accounting organizations, such as the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants (GSCPA)...Read more about Jon Schultz hereJohn Bennett
Mr. Bennett is a seasoned healthcare professional with over a decade of expertise in the industry. With a strong background in both healthcare leadership and technology, he has consistently delivered exceptional results in driving business growth and innovation.For eight years, Mr. Bennett served as the Chief of Business Development at Sutter Health, a prominent healthcare system known for its...Read more about John Bennett hereRichard E Boer Jr
Richard E. Boer Jr., is a Director at FORVIS, LLP based in Indianapolis, Indiana. Mr. Boer specializes in State and Local Tax and has more than 25 years of experience. He has worked with multistate companies on various multijurisdictional compliance and consulting tax matters in the areas of income, franchise, sales and use, property, and payroll taxes as well as credits and incentives and...Read more about Richard E Boer Jr hereRob Roy
Rob Roy is senior vice president of investments and chief investment officer for AdventHealth. In this role, he oversees investments for one of the nation's largest faith-based health systems, which includes operating capital and employee retirement portfolios totaling approximately $16 billion. Roy also co-leads the ESG/sustainability work for AdventHealth. Roy, who has 35+ years of...Read more about Rob Roy hereMarisa Farabaugh
Marisa Farabaugh is senior vice president and chief supply chain officer for AdventHealth. In this role, she provides strategic direction toward new and sustainable supply chain and business services efficiencies including aligning people, processes and technology, optimizing sourcing, driving cost and control initiatives, and maintaining a culture of efficiency and effectiveness. Farabaugh is...Read more about Marisa Farabaugh hereJason Lardiere, CPA
Jason Lardiere is a Senior Manager in Crowe's Accounting Advisory practice and has over 9 years of public accounting and industry experience. He specializes in accounting for complex technical accounting topics including business combinations and variable interest entities. During his career, Jason has provided accounting advisory services to both public and private companies in a variety of...Read more about Jason Lardiere hereEric Beck
Eric joined Bouchard Insurance in 2003 and was invited into the ownership group in 2007. He became one of the majority shareholders and a board member. In February of 2019, Bouchard was acquired by Marsh McLennan Agency where he is a Senior Vice President and National Non-Profit Practice Leader. Prior to joining Bouchard Insurance, he worked in many social service settings, including residential...Read more about Eric Beck hereKevin Holloran
Kevin Holloran is a Senior Director and the head of US Healthcare and US Higher Education. Kevin initially served as the Sector Leader for the Not-for-Profit Healthcare Group at Fitch Ratings for six years. Kevin joined Fitch Ratings in April of 2017.With over 25 years of experience in the healthcare sector, Kevin follows a portfolio of high-profile acute care health care credits across the...Read more about Kevin Holloran hereCigdem Oktem
Cigdem Oktem serves as Region Leader for EY's Center for Board Matters. In her role, Cigdem brings insights on governance trends and practices to boards, committees and executives. She has been a trusted advisor to leaders and led research on various aspects of governance, strategy and finance for nearly two decades.Read more about Cigdem Oktem hereTony Consoli
Tony is the firm's practice leader for all health care, life sciences and alternative risk services. He is responsible for all aspects of client service delivery, business development and thought leadership. His extensive expertise includes hospitals, physician groups, senior care organizations and life sciences organizations ranging from pre-revenue to global pharmaceutical and medical device...Read more about Tony Consoli hereElzar T Camper
Elzar is a Managing Director in the National Risk and Advisory Services - Cybersecurity Practice for CBIZ Inc. with 20 years of experience as a global security leader and advisor to U.S. ambassadors, foreign governments, and executive leadership. Elzar brings a wide range of consulting, program management, and international cyber and physical security experience across multiple sectors. Prior to...Read more about Elzar T Camper hereTara Blythe
Tara Blythe serves as Chief People Officer for Infotech, Inc., a pioneer of innovation providing software solutions that advance and automate construction. In this role she leads organizational development, people operations, innovation and communications helping to cultivate the people-centric culture that has been present since its founding.Tara holds a Senior Professional in Human Resources...Read more about Tara Blythe hereBradley M Boyd
Read more about Bradley M Boyd herePaulette Haban
Paulette Haban, an accomplished professional, has held significant roles in the field of Human Resources. Since December 2022, she serves as the Vice President of Total Rewards at agilon health which is headquartered in Austin, Texas. Prior to joining agilon health, she was Vice President of Human Resources for Exactech and has held leadership roles in companies like Johnson & Johnson, The Walt...Read more about Paulette Haban hereIan Norkin
As BankUnited Executive Vice President, Managing Director of Consumer and Business Banking, Ian Norkin is responsible for executing the sales and branch strategy for the Consumer and Business Banking line of business that spans across Florida, Texas and New York.With more than two decades of experience in the financial services industry, Norkin joined BankUnited in 2015 as executive vice president...Read more about Ian Norkin hereDonald Rossberg
Read more about Donald Rossberg hereJimmy Parker, MBA, CPA, CIA
Jimmy is an accomplished hands-on financial executive and educator with 30 years of domestic and international business experience in internal audit function management, Lean Six Sigma business process improvement, enterprise risk management, audit committee presentations, and operations finance. He is presently an Adjunct Professor at the University of Central Florida, teaching both Auditing and...Read more about Jimmy Parker hereDan Thompson
Read more about Dan Thompson hereTatiana Rosa, MBA
Read more about Tatiana Rosa hereKimberlee Riley
Kimberlee Riley, CAP® serves as the President and CEO for the Catholic Foundation of Central Florida. A social entrepreneur, Kimberlee has experience in all three sectors leading business development, strategic planning, public/private partnership, governance, investment, and philanthropic strategies. She is a team-oriented leader with more than 30 years of building relationships and partnerships...Read more about Kimberlee Riley hereKristen Barnett
Kristen Barnett BSW, Director of Operations and Marketing has been with The Pregnancy Center for 10 years.Read more about Kristen Barnett hereKathleen Ann Pighini, CPA
Kathy Pighini is the Senior Vice President, Corporate Controller and Chief Accounting Officer of Marriott Vacations Worldwide Corporation (NYSE: VAC). Her team is responsible for the global application and interpretation of US GAAP, establishment of accounting policies, external financial reporting, consolidated close processes and shared services functions. She is actively involved in industry...Read more about Kathleen Ann Pighini hereMajor Topics:
Major Topics:
Designed For:
This conference is designed for CPAs, CFOs, controllers, accountants, and other professionals working in any aspect Accounting.
Prerequisites:
This conference is open to all levels with an interest in accounting and business.Accommodations:
Conference Location and Accommodations:
Wyndham Grand Orlando Resort Bonnet Creek
14651 Chelonia Parkway
Orlando, FL, 32821
FICPA Room Rate:
$239++ single/double
$269++ triple, $299++ quad
Discounted Resort fee: $15/daily
Discounted Self Parking: $15 +/per vehicle, per day
Hotel Cutoff Deadline: Tuesday, April 9, 2024
(Reservations made after the cutoff date will be subject to availability and current room rate. Please note that the conference accommodation rate is subject to sell out prior to the advertised reservation cut off date.)
***Upon completion of registration for the conference, you will receive an email confirmation with the hotel link to book your accommodation***