CPE Catalog & Events

NOTE Event will be CST 11:30 am -1:00 pm The Municipal Budget ProcessCredit(s) and Type: 1 Accounting and AuditingSpeaker Name: Janette Smith  This presentation provides an overview of the municipal budgeting process, beginning with an introduction to what a municipal budget is and why it is essential to effective local government operations. Attendees will gain insight into the full budget process, including the roles of key stakeholders, primary revenue sources, and major expenditure categories. The session will also review core budgeting principles and common challenges municipalities face in developing and managing their budgets. By the end of the presentation, participants will have a clearer understanding of how municipal budgets are structured, funded, and implemented to support community services and fiscal responsibility. This event is open to all members and guests. We look forward to seeing you there! Meal Description: Attendees can order from the menu. Click here to view menu. Member Cost $30 Non Member Cost $45 Event Chapter Contact David Smith, CPAChair Elect-FICPA Miracle Strip Chapterdavidsmith@windstream.net Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.  

Busy Season is Winding Down - Time to Serve, Sip, and Socialize. With the help of our sponsor, Valley bank we’re hosting a Post Busy Season Pickleball Social and would love for you to join us!This will be a relaxed and casual opportunity to connect with fellow professionals, get some fresh air, and have a little fun on the court. Whether you’re a seasoned pickleball player or have never played before, all skill levels are welcome.Paddles and balls will be available, but feel free to bring your own if you have them. Comfortable clothes and sneakers are recommended.Light refreshments will be provided.   Looking forward to seeing you there and celebrating the end of busy season together! A BIG Thank You to Our Sponsor: Valley Bank   Valley Bank provides tailored commercial banking solutions including lending, treasury management, and industry expertise to help businesses grow confidently. Member Cost: $10.00Non Member Cost: $15.00 Chapter Registration Contact Name: Neemie Chery Email: nchery@pyapc.com  Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197  

  "Communications"Credit(s) and Type: 2 Technical Business Speaker Name: Jack Fintz   Chapter Registration Contact Name: Jack Fintz Email: jack@fintzcpa.com  Phone: 954-440-0320 Member Cost $15 Non Member Cost $25   Special Message Moderated by MAP Director and past Chapter Chair,  Jack Fintz     ALL CPE IS SUBJECT TO DBPR APPROVAL This will be a Zoom Meeting. Once registered you will receive an email with call-in information. Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.

AI in Practice: Practical Applications in Accounting Firms Credit(s) and Type: 1 Technical BusinessSpeaker Name: Christina Costanzo & Solon Angel  Discover how Artificial Intelligence is being used in today’s accounting firms. Christina Costanzo and Solon Angel will share practical applications and real-world examples of how AI can enhance firm operations and client service.The event will begin with one hour of learning, during which participants will earn 1 hour of CPE credit while exploring how to begin integrating AI into their practice. This will be followed by one hour of networking and socialization, giving attendees the opportunity to connect with peers, exchange ideas, and continue the conversation in a relaxed setting. Drinks and light bites will be provided.   Member Cost: $10.00 Non Member Cost: $15.00 Chapter Registration Contact Name: Faheemah GarzonEmail: faheemahg@ficpa.org Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197   A BIG Thank You to Our Sponsor:    

Ethics- Protecting the Integrity of Florida CPAs Credit(s) and Type: 4 Ethics Speaker Name: Bonnie Mackey CPA   This course is designed for CPAs in all areas of practice and fulfills the biennial ethics requirements for Florida CPAs. Chapter Registration Contact Name: Washti Bajnath Email: wsb1024@gmail.com  Phone: 954-290-5180 Member Cost $100.00 Non Member Cost $150.00   Register OnlineClick "register Myself" button above. Register by PhoneCall Member Services at (800) 342-3197   Register By MailNot paying online? You can pay for this event by check. Mail your reservation payment to: Attn: Jennifer JohnsonFlorida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAsInclude with payment: Event Name: Name: Member Number: Firm:     Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.

An evening of CPE with current topics of relevance to Condo Owners S01: Building a Culture of Innovation Credit(s) and Type: 1 Technical Business Speaker Name(s): Vishnu Sharma Vishnu Sharma’s presentation on Hybrid Innovation Culture focused on how organizations can foster innovation in blended remote and in-person environments. He emphasized trust and self-reliance as foundational principles that empower employees to take ownership, work autonomously, and collaborate effectively. The presentation highlighted challenges such as communication gaps, misalignment, and resistance to change in hybrid settings. Vishnu outlined solutions including clear expectations, transparent communication, and effective use of collaborative tools. Overall, he demonstrated how a trust-based culture enables sustainable innovation in hybrid workplaces. S02: Florida Condominium Structural Integrity Reserve LawsCredit(s) and Type: 1 Technical Business Speaker Name(s): Vishnu Sharma Vishnu Sharma’s presentation provided a comprehensive overview of statutory reserve requirements and their impact on financial reporting. He explained how to identify budgeting considerations, reserve accounting treatments, and required financial disclosures to ensure compliance. The session also highlighted key risks associated with audits, reviews, and compilations when statutory reserves are not properly addressed. Vishnu emphasized the importance of accurate reporting and internal controls in mitigating these risks. Overall, the presentation equipped attendees with practical guidance to effectively advise boards on compliance-related financial decisions. S03: Structural, Financial and Legal Anatomy of Association's Capital ProjectCredit(s) and Type: 1 Technical Business Speaker Name(s): Sachin Mehra Sachin Mehra’s presentation introduces attendees to association living and the unique nature of community association capital projects. The session will cover recent Florida legal updates affecting capital projects and why effective management is critical from both financial and safety perspectives. Attendees will gain insight into how well-managed capital projects help mitigate risk and liability for associations and their boards. The presentation will also explore various funding options for capital projects and expenses. Finally, it will examine the cumulative impact these funding decisions can have on an association’s overall financial health. Name: Washti S Bajnath Email: wsb1024@gmail.com  Phone: 954-290-5180 Member Cost $35.00Non Member Cost $55.00 Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727 Register By MailNot paying online? Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Ave, Suite 300POrlando, FL 32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable): Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.

  Join Us for Our 3rd Annual Post Season Social Event at El Camino-Boca Raton!   Take a well-deserved break from busy season and come enjoy our social event at the beautiful El Camino.    Member Cost: $20Non Member/Guest Cost: $30 Registration includes two drink tickets and lite bites. Not a Member? Let’s change that.   Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727 Space is limited to register today!   A BIG THANK YOU TO OUR SPONSORS!  

Tax season is behind us, now it’s time to unwind! Join us at Agave Bandido in Pembroke Pines for a fun evening of food, drinks, and great company. Reconnect with familiar faces, meet new ones, and bring a friend or colleague to keep the good vibes going. Let’s get social again!  Member Cost $30Non-Member Cost $45 Registration includes 2 drink tickets and lite bites from our Taco Bar. Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By Mail Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando, FL 32809Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):    

NOTE Event will be CST 11:30 am -1:00 pm Fueling the Local Economy: The GCSC Mission for 2026 and BeyondCredit(s) and Type: 1 Techincal BusinessSpeaker Name: Glen McDonald Join us for an engaging discussion on how Gulf Coast State College is helping fuel the local economy and prepare the next generation of business leaders. This session will provide an overview of the college’s mission, strategic direction for 2026 and beyond, and its impact on workforce development in our region.Topics will include: Introduction & College Overview Empowering the Next Generation of Business Leaders Economic Impact & Community Support This event is open to all members and guests. We look forward to seeing you there! Meal Description: Attendees can order from the menu. Click here to view menu. Member Cost $30 Non Member Cost $45 Event Chapter Contact David Smith, CPAChair Elect-FICPA Miracle Strip Chapterdavidsmith@windstream.net  Register OnlineClick "Add To Cart" button below. Register by PhoneCall Member Services at (800) 342-3197.

Join us for a forward-looking MAP discussion on managing risk in today’s changing environment. We’ll cover key questions around controls, client acceptance, service offerings, and the impact of new technology and regulations. Walk away with practical ideas to strengthen your firm and stay ahead of what’s next. "Risk and Quality Control"Credit(s) and Type: 2 Technical Business Speaker Name: Jack Fintz, CPA   Chapter Registration Contact Name: Jack Fintz Email: jack@fintzcpa.com  Phone: 954-440-0320 Member Cost $15 Non Member Cost $25       ALL CPE IS SUBJECT TO DBPR APPROVAL This will be a Zoom Meeting. Once registered you will receive an email with call-in information. Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues.Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You may also access the course link on the My Registrations page in the My Account area of the FICPA website. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.

Valuations for Stock Compensation - ASC 718Credit(s) and Type: 2 Accounting & AuditingSpeaker Name(s): Arlene Ravalo-Jao We are closing out our 2025–2026 year with 2 hours of Accounting & Auditing (AA) credit on an important and timely topic: Valuation for Stock Compensation. This session will provide a comprehensive overview of current valuation considerations for equity-based compensation, including key accounting standards and emerging guidance affecting private companies and their advisors. Chapter ContactName: Washti S Bajnath Email: wsb1024@gmail.com   Phone: 954-290-5180 Member Cost $25.00Non Member Cost $35.00 Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (850) 224-2727 Login and Accessing the MeetingLogin: Please login 15 minutes before the meeting begins to avoid any last-minute issues. Also, make sure that your full name is being displayed. This is needed in order to be able to award CPE Credit. For assistance on how to do this click here. Access: Use the link that will be provided to you via your registration confirmation email. You do not need a Zoom account to participate in this Zoom meeting. Upon entering the meeting your camera and microphone will automatically be muted and you will be placed in a waiting room until the meeting begins.  

Please note, this event is 8:30am-1:00pm CDT Ethics: Protecting the Integrity of Florida CPAs Credit(s) and Type: 4 Ethics Speaker Name: Paul Brown Meal Description One Breakfast Meal is included in registration. Click here to view menu. Cost:Member: $115Non Member: $175 click here for details on becoming a member today and take advantage of member pricing Register OnlineClick "Add to Cart" button below. Register by PhoneCall Member Services at (800) 342-3197. Register By MailNot paying online? Mail your reservation payment to:Florida Institute of CPAs 250 South Orange Avenue, Suite 300POrlando FL  32801Please make checks payable to: Florida Institute of CPAs Include with payment: Event Name: Name: Member Number: Firm:Meal Choice (if applicable):