FICPA Collegiate Accounting Symposium Students Fully Virtual
Registration is Closed
Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Student Member Pricing
$25 Per Session Block
Overview:
Become Part of Our New Collegiate Tradition
Following up on the success of our individual university accounting conferences, the FICPA is gathering all the brightest minds in accounting and finance at one time and in one place.
This virtual conference showcases our home grown expertise with both alumni and educators from across the Sunshine State presenting on a variety of topics, like: Accounting ans Auditing, Fraud and Forensic Accounting, Asset valuation, Navigating ERC Credit Claims, Succession Planning, Technology Tools, Financial Reporting, Tax, Accounting for Crypto and more.
If you’ve attended our university conferences in the past, we encourage you to take part in this re-imagined event, focused on providing quality, relevant education for practitioners, academics, and students. If this is your first time joining us, we’re excited to make you part of this new tradition
CPE Credit:
CPE credit will not be awarded to student registrations. To receive CPE credit please register though the Practitioner or Educator Programs.
Schedule:
Tuesday, November 14, 2023
State of the Profession
Time: Tuesday 8:10am - 9:00am Credits: 1 AA
The Collegiate Accounting Symposium's opening session will highlight the most critical issues facing the CPA profession, both in Florida and across the country. We’ll touch on the current technology landscape, talent & growth and more.
Presenters:
Session Block 1
Time: Tuesday 9:10am - 11:00am Credits: 1 TB,1 AA
9:10am-10:00am - Data Analytics Overview - 1 AA -- The session includes an overview of accounting analytics, approaching client data with an analytics mindset, profiling data, and current accounting analytics software. Participants will gain a better insight into how accounting professionals can apply accounting analytics to client engagements and increase value the profession delivers to clients.
10:10am-11:00am - Understanding Beneficial Ownership and the Corporate Transparency Act - 1 AA -- Student's will learn about the problems created for financial investigators by using layered opaque shell companies to conceal money laundering transfers by true owners or "beneficial owners". Students will also learn about the recent federal Corporate Transparency Act (CTA) requirements and how the CTA helps solve some of the issues the beneficial ownership issue.
Presenters:
Session Block 2
Time: Tuesday 11:10am - 1:20pm Credits: 1 TB
11:10am-12:00pm - Analysis of Cybersecurity Preparedness of FICPA Members - 1 TB -- CPAs are expected to have strong cybersecurity controls on their systems and data, but do they plan to use this knowledge to engage in cybersecurity consulting? We surveyed members of the Florida Institute of CPAs (FICPA) to find out.
12:30pm-1:20pm - Fraud Investigation and Detecting Deception - 1 AA -- This course will provide an overview of the role of the accountant in a fraud investigation and highlight the importance of these skills in the marketplace. We will also cover strategies for gathering evidence in a fraud investigation, including the use of behavioral interviewing techniques to detect deception.
Presenters:
Session Block 3
Time: Tuesday 1:30pm - 3:20pm Credits: 1 AA,1 BE
1:30pm-2:20pm - SOC Reports: Preparer Auditor and User Auditor Perspectives - 1 AA -- This course will cover the fundamentals of preparing and relying on SOC (System and Organization Control) reports. Gain insights into the different types of SOC reports and their practical relevance. Learn about SOC auditor skillsets and the process for conducting a SOC audit. Discuss when financial statement auditors request SOC reports and how they utilize them.
2:30pm-3:20pm - The Value of Human Services in an AI World - 1 BE -- This presentation provides a background on technological capabilities in general - and professional applications of technology to highly complex problems both inside and outside of accounting.
Presenters:
CPA Exam Evolution
Time: Tuesday 3:30pm - 4:20pm Credits: 1 TB
CPA Exam Evolution- Becker will go over details of the FL state requirements, application process, new CPA Exam changes, Becker readiness on the new CPA Exam and partnership w/FICPA
Presenters:
Wednesday, November 15, 2023
Session Block 4
Time: Wednesday 8:10am - 10:00am Credits: 2 TB
8:10am-9:00am - Economic Update - 1 TB - Participants will be given an overview of current economic indicators at the national level plus for the state of Florida. Explanations for how those data are created will also be provided.
9:10am-10:00am - Multi-state Tax Implications Due to Wayfair - 1 TB -- This course shows the attendee multi-state tax issues in which a proficiency must be mastered. Failing to recognize or understand these multi-state issues could lead to potential exposure.
Presenters:
Session Block 5
Time: Wednesday 10:10am - 12:00pm Credits: 2 AA
10:10am-11:00am - Solving Financial Problems in Litigation -- CPAs are called upon by courts and parties to litigation to solve an array of problems. CPAs utilize their unique knowledge and skill sets to assist the courts in determination of matters revolving economic damages, value of assets in lieu of dissolution and other related matters. This session will educate attendees on the types of services CPAs provide to courts and parties in litigation while also discussing 'avenues' of expertise.
11:10am-12:00pm - Valuation of Assets/Impairment
Presenters:
Session Block 6
Time: Wednesday 12:30pm - 2:20pm Credits: 2 TB
12:30pm-1:20pm - Private Equity Considerations for CPA Firms - 1 TB
1:30pm-2:20pm - Critical Problems in the Implementation of Estate & Gift Tax Planning Techniques - 1 AA -- In this session, we will review common estate planning techniques, real-life conflicts that can arise in the implementation of those techniques, planning alternatives that better address potential conflicts, and the tension between the client's tax objectives and general desire for family harmony.
Presenters:
Session Block 7
Time: Wednesday 2:30pm - 4:20pm Credits: 2 AA
2:30pm-3:20pm - A Primer on Generative AI - 1 TB -- Introduction to generative AI and generative AI adjacent technologies like reasoning engines, the importance of organizational technology governance, implementation ideas and strategies for emerging technologies, and orientations to the user interfaces of OpenAI’s ChatGPT, Google’s BARD and Microsoft’s Bing Chat as well as use case demonstrations of each.
3:30pm-4:20pm - Uncovering Hidden Assets an Income - 1 AA
Presenters:
Objectives:
Presenters:
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Brett Cooper, CPA, ABV, ASA, BV/IA, BVAL, CRFAC
C. Brett Cooper is the Managing Director of Valuation and Advisory Services. He has nearly 25 years of experience performing valuation and forensic-related consulting services and has been a part of an investment banking firm, a CFO of a privately owned light manufacturing firm, and with public accounting firms over his 35-plus-year career. Rivero, Gordimer & Company, P.A. is the largest...
Read more about Brett Cooper here -
David John Brennan Jr., Esq.,LLM (TAX)
David J. Brennan, Jr., Esq., LL.M. (Tax), is a partner at Moffa, Sutton, and Donnini P.A., a Florida based law firm. His primary practice area is in state and local taxes nationwide. He provides tax controversy representation as well as creates planning opportunities for his clients to save money. David was a senior attorney at the Florida Department of Revenue before entering private practice. He...
Read more about David John Brennan Jr. here -
Cheri Swain, CITP,CPA
Audit ManagerCarr, Riggs & Ingram, LLCCheri is an audit manager with Carr, Riggs & Ingram, LLC in Winter Park. She has 13 years of experience with the firm, providing accounting and auditing services, specifically to non-profits and educational industries. Cheri is currently serving a two-year term on FICPA's Council and also serves on the FICPA's audit committee and spent several years on the...
Read more about Cheri Swain here -
Geoffrey David Adams, CFE,CISA,CPA
FacultyCollege of Business at Florida State UniversityGeoffrey Adams is an Associate Lecturer in the Accounting Department at the world-renowned Florida State University College of Business. He primarily teaches accounting information systems and emerging technologies in accounting and auditing. He holds multiple professional certifications and, in his session, he will discuss generative AI and...
Read more about Geoffrey David Adams here -
Valrie Chambers, CPA, MBA, PhD
Dr. Chambers is a speaker and the author of the book, Why Isn’t Everyone a Millionaire? She is an Associate Professor of Accounting at the M.E. Rinker, Sr. Institute of Tax and Accountancy and at Stetson University, USA. Prior to receiving a Ph.D. concentrating in taxation in 2000, she had over a decade of public accounting experience as owner/partner-in-charge of a CPA firm in Houston that had a...
Read more about Valrie Chambers here -
Joshua James Shilts, CPA, ABV, CFF, CGMA, CPE
Joshua Shilts is the president and founder of Shilts CPA, PLLC, a firm that provides valuation, forensic, and litigation support services to individuals, businesses, attorneys, and government agencies. He has more than eight years of experience in leading complex financial investigations and disputes, involving fraud, business valuation, economic damages, and accounting issues.As a certified...
Read more about Joshua James Shilts here -
Moyrali Roig
Read more about Moyrali Roig here -
Erin Nickell, Ph.D., CPA
Dr. Nickell is an Assistant Professor and Director of the Masters of Accountancy program at Stetson University where she teaches courses in financial reporting, auditing, forensic accounting, and business valuation. Her research has been published in top accounting journals, most often employing a behavioral lens to explore accounting issues related to fraud, auditing, and professional skepticism...
Read more about Erin Nickell here -
Aharon W Yoki, DBA, CPA
Aharon Yoki is an assistant professor of instruction at the University of South Florida Lynn Pippenger School of Accountancy. He teaches accounting analytics, and his research includes accounting information systems, accounting analytics, robotic process automation, and the impact of emerging technology on accounting processes and organizations.Dr. Yoki's industry and consulting experience...
Read more about Aharon W Yoki here -
Kerry L Myers
Clinical ProfessorUniversity of South FloridaKerry Myers teaches graduate classes on forensic accounting, which includes the topics of white collar crime, fraud, money laundering, and financial investigation, at USF's Lynn Pippenger School of Accountancy in the Muma College of Business. He is also part of the Florida Center for Cybersecurity. Professor Myers teaches forensic accounting and law at...
Read more about Kerry L Myers here -
Stacy L Martin, CISA,CPA
For the past 10 years, Stacy Martin has focused on the growth and success of Auditwerx, LLC a division of Carr, Riggs & Ingram Capital, LLC, a security compliance CPA firm based in Tampa, Florida. She is responsible for the day-to-day management, supervision and quality assurance of Auditwerx and has over 20 years of professional audit experience in both financial reporting and internal control...
Read more about Stacy L Martin here -
Marve Ann Alaimo
MARVE ANN M. ALAIMO is a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP and co-chair of the firm's Estate Planning & Wealth Protection practice group. As a Florida Bar Board Certified Wills, Trusts and Estates lawyer, Marve Ann has more than 20 years of experience of experience in estate and charitable gift planning, probate and trust administration, as well as estate...
Read more about Marve Ann Alaimo 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 -
Sean Dennis, CPA, Ph.D.
Sean Dennis joined the Kenneth G. Dixon School of Accounting at the University of Central Florida in 2019. Prior to this, he served on the faculty at the University of Kentucky. He holds a BBA in Accounting and an MS in Accountancy from the University of Notre Dame and a Ph.D. in Accounting from the University of Wisconsin-Madison. Prior to his doctoral studies, he worked in the audit practice at...
Read more about Sean Dennis here -
Joseph P. Calhoun, Ph.D.
Joseph P. Calhoun is a teaching professor and chair of the Department of Economics at Florida State University. He is also the Director of the Gus A. Stavros Center for the Advancement of Free Enterprise and Economic Education. He currently teaches economics and personal finance classes. He regularly presents at national teaching conferences about how to effectively use media and technology in...
Read more about Joseph P. Calhoun here
Presenters:
Brett Cooper, CPA, ABV, ASA, BV/IA, BVAL, CRFAC
C. Brett Cooper is the Managing Director of Valuation and Advisory Services. He has nearly 25 years of experience performing valuation and forensic-related consulting services and has been a part of an investment banking firm, a CFO of a privately owned light manufacturing firm, and with public accounting firms over his 35-plus-year career. Rivero, Gordimer & Company, P.A. is the largest...Read more about Brett Cooper hereDavid John Brennan Jr., Esq.,LLM (TAX)
David J. Brennan, Jr., Esq., LL.M. (Tax), is a partner at Moffa, Sutton, and Donnini P.A., a Florida based law firm. His primary practice area is in state and local taxes nationwide. He provides tax controversy representation as well as creates planning opportunities for his clients to save money. David was a senior attorney at the Florida Department of Revenue before entering private practice. He...Read more about David John Brennan Jr. hereCheri Swain, CITP,CPA
Audit ManagerCarr, Riggs & Ingram, LLCCheri is an audit manager with Carr, Riggs & Ingram, LLC in Winter Park. She has 13 years of experience with the firm, providing accounting and auditing services, specifically to non-profits and educational industries. Cheri is currently serving a two-year term on FICPA's Council and also serves on the FICPA's audit committee and spent several years on the...Read more about Cheri Swain hereGeoffrey David Adams, CFE,CISA,CPA
FacultyCollege of Business at Florida State UniversityGeoffrey Adams is an Associate Lecturer in the Accounting Department at the world-renowned Florida State University College of Business. He primarily teaches accounting information systems and emerging technologies in accounting and auditing. He holds multiple professional certifications and, in his session, he will discuss generative AI and...Read more about Geoffrey David Adams hereValrie Chambers, CPA, MBA, PhD
Dr. Chambers is a speaker and the author of the book, Why Isn’t Everyone a Millionaire? She is an Associate Professor of Accounting at the M.E. Rinker, Sr. Institute of Tax and Accountancy and at Stetson University, USA. Prior to receiving a Ph.D. concentrating in taxation in 2000, she had over a decade of public accounting experience as owner/partner-in-charge of a CPA firm in Houston that had a...Read more about Valrie Chambers hereJoshua James Shilts, CPA, ABV, CFF, CGMA, CPE
Joshua Shilts is the president and founder of Shilts CPA, PLLC, a firm that provides valuation, forensic, and litigation support services to individuals, businesses, attorneys, and government agencies. He has more than eight years of experience in leading complex financial investigations and disputes, involving fraud, business valuation, economic damages, and accounting issues.As a certified...Read more about Joshua James Shilts hereMoyrali Roig
Read more about Moyrali Roig hereErin Nickell, Ph.D., CPA
Dr. Nickell is an Assistant Professor and Director of the Masters of Accountancy program at Stetson University where she teaches courses in financial reporting, auditing, forensic accounting, and business valuation. Her research has been published in top accounting journals, most often employing a behavioral lens to explore accounting issues related to fraud, auditing, and professional skepticism...Read more about Erin Nickell hereAharon W Yoki, DBA, CPA
Aharon Yoki is an assistant professor of instruction at the University of South Florida Lynn Pippenger School of Accountancy. He teaches accounting analytics, and his research includes accounting information systems, accounting analytics, robotic process automation, and the impact of emerging technology on accounting processes and organizations.Dr. Yoki's industry and consulting experience...Read more about Aharon W Yoki hereKerry L Myers
Clinical ProfessorUniversity of South FloridaKerry Myers teaches graduate classes on forensic accounting, which includes the topics of white collar crime, fraud, money laundering, and financial investigation, at USF's Lynn Pippenger School of Accountancy in the Muma College of Business. He is also part of the Florida Center for Cybersecurity. Professor Myers teaches forensic accounting and law at...Read more about Kerry L Myers hereStacy L Martin, CISA,CPA
For the past 10 years, Stacy Martin has focused on the growth and success of Auditwerx, LLC a division of Carr, Riggs & Ingram Capital, LLC, a security compliance CPA firm based in Tampa, Florida. She is responsible for the day-to-day management, supervision and quality assurance of Auditwerx and has over 20 years of professional audit experience in both financial reporting and internal control...Read more about Stacy L Martin hereMarve Ann Alaimo
MARVE ANN M. ALAIMO is a partner in the Naples, Florida office of Porter Wright Morris & Arthur LLP and co-chair of the firm's Estate Planning & Wealth Protection practice group. As a Florida Bar Board Certified Wills, Trusts and Estates lawyer, Marve Ann has more than 20 years of experience of experience in estate and charitable gift planning, probate and trust administration, as well as estate...Read more about Marve Ann Alaimo 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 hereSean Dennis, CPA, Ph.D.
Sean Dennis joined the Kenneth G. Dixon School of Accounting at the University of Central Florida in 2019. Prior to this, he served on the faculty at the University of Kentucky. He holds a BBA in Accounting and an MS in Accountancy from the University of Notre Dame and a Ph.D. in Accounting from the University of Wisconsin-Madison. Prior to his doctoral studies, he worked in the audit practice at...Read more about Sean Dennis hereJoseph P. Calhoun, Ph.D.
Joseph P. Calhoun is a teaching professor and chair of the Department of Economics at Florida State University. He is also the Director of the Gus A. Stavros Center for the Advancement of Free Enterprise and Economic Education. He currently teaches economics and personal finance classes. He regularly presents at national teaching conferences about how to effectively use media and technology in...Read more about Joseph P. Calhoun hereMajor Topics:
- State of the Profession
- CPA Exam Evolution
- Economic Trends
- Data Analytics
- Multi-State Tax
- Cybersecurity
- Financial Planning
- Fraud
- Hidden Assets
- And More
Major Topics:
- State of the Profession
- CPA Exam Evolution
- Economic Trends
- Data Analytics
- Multi-State Tax
- Cybersecurity
- Financial Planning
- Fraud
- Hidden Assets
- And More