MEGA - Replay
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Overview:
MEGA 2024 Replay
June 24-26, 2024
Do you have a thirst for knowledge and a need for CPE, but can’t find the time to travel? Join us at the MEGA Replay and be part of the FICPA’s largest continuing education event for accounting and finance professionals in Florida!
Earn up to 20.5 CPE hours during keynote sessions and concurrent sessions in tracks focused on:
- Accounting & Auditing
- Emerging Issues
- Firm Optimization & Transformation
- Enhancing Your Role as a Trusted Advisor
- Leading for Success (Personal/Professional Development)
- Management Accounting?
Get expert advice and hear from the brightest names in the business in not-to-be-missed sessions on the latest trends and current topics including AI, cybersecurity, ESG, state of the profession, economic updates, fraud and ethics, ERM, risk management, the talent pipeline and more.
Sign up today and block your calendar for three days of captivating CPE (just before the June 30 reporting deadline) that only the FICPA can offer!
CPE Credit
This conference qualifies for up to 20.5 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 chose. Please indicate choice of breakouts on the registration form.
$tack the $avings!
FICPA Members save even more. Not a member? Join today at ficpa.org/JoinToday.
Social Media
Follow the FICPA on Linked in, Facebook, Instagram and X and share news about this conference using the hashtag #FICPAMEGAWEB.
Schedule:
Monday, June 24, 2024
Opening Remarks & Generative AI: The Great Equalizer
Time: Monday 8:00am - 8:55am Credits: 1 TB
As the landscape of accounting and finance continues to evolve at a breakneck pace, Kacee Johnson, VP of Strategy & Innovation at CPA.com the business and technology arm of AICPA-CIMA, will provide insights into how AI is reshaping everything from advisory services to decision-making processes in the modern day practice. She will explore the latest advancements in generative AI, and discuss practical application and firm use cases. As practitioners are eager to stay ahead in a rapidly changing landscape, Kacee will share marketplace insights to help firms effectively navigate the challenges and opportunities presented by GenAI in the world of accounting and finance, as well as the 7 steps to build your own AI strategy.
Learning Objectives:
1. AI-Driven Transformation in Accounting: Understand how AI has the potential to revolutionize traditional accounting practices, from automating routine tasks to enhancing financial advisory.
2. Future-Proofing Your Skills: Learn how accounting and finance professionals can adapt and thrive in an AI-driven environment, focusing on upskilling and embracing technological advancements.
3. Case Studies and Industry Insights: Engage with real-world use cases that highlight successful AI implementations in accounting and finance, offering a glimpse into the future of the profession. Identify key trends in the vendor ecosystem that are moving the needle in AI usage.
Presenters:
A&A Update
Time: Monday 9:05am - 9:55am Credits: 1 AA
This session will discuss recent audit and accounting standards which impact employee benefit plan audits. It will also cover the new risk assessment standard (SAS 145) that is effective for 2023 EBP audits. The discussion will include implementation considerations, assessment of risk, IT General Controls, etc.
Presenters:
Your Client Has Become a Victim of Fraud; Now What?
Time: Monday 10:05am - 10:55am Credits: 1 AA
Your client has become a victim of fraud. What can you, as a trusted advisor, do to help them during this difficult time?
Presenters:
Alternative Plan Investments
Time: Monday 11:05am - 11:55am Credits: 1 TB
Defined contribution plans are increasingly considering new asset classes, from private equity to digital assets. We will provide an overview of the fiduciary considerations surrounding the inclusion of new asset classes, guidance from regulators related to dos and don'ts, as well as discuss some of the more practical aspects.
Presenters:
Lunch Break
Time: Monday 11:55am - 1:00pm
AI and Data, Shaping our Future
Time: Monday 1:00pm - 1:50Pm Credits: 1 TB
Mergers & Acquisitions
Time: Monday 2:00pm - 2:50pm Credits: 1 AA
Activity in the mergers and acquisitions space has been incredibly high in recent years. These transactions have impacts on both qualified plans and executive compensation, and this session will highlight the issues that CPAs need to be aware of following transactions, including plan mergers.
Presenters:
The Controller's Tool Set for Managing Financial Performance
Time: Monday 3:00pm - 3:50pm Credits: 1 AA
This session address tools that help focus on financial wellness and growth. It will include tools for monitoring Cash, Operating Results, Forecast; Budget, Debt and Metrics; lightly touching on staying abreast of Accounting Trends and Techniques. The session will also discuss strategic thinking.
Presenters:
Roundtable: Best Practices
Time: Monday 4:00pm - 4:50pm Credits: 1 AA
Employee Benefits Conference panel discussion that will highlight some of the best practices that our expert presenters employ to make their plan audits successful and valuable to their clients.
Presenters:
Tuesday, June 25, 2024
Opening Remarks & Innovative Talent Solutions: A Panel Discussion / Special Session: Practice Mobility - What's at Stake?
Time: Tuesday 8:00am - 9:20am Credits: 1.5 TB
Whether you’re a CPA in public practice or a service industry, talent remains a top concern. With a decline in accounting student graduation rates and many people seeking more flexible working arrangements, where can you turn to fill your talent gaps?
Join FICPA President & CEO Shelly Weir and a panel of industry leaders and innovative solution providers as they discuss the talent pipeline shortage. You will also:
• Gain insight into three very different models to augment your staff.
• Explore what led to the development of each approach.
• Learn how your firm may benefit from these innovative approaches.
Special Session: Join FICPA President & CEO Shelly Weir as she explores the potentially significant disruption to the practice of public accounting that could be coming in 2024. Legislation has been introduced in various states that could threaten CPA mobility – your freedom to practice and serve clients across state lines – as soon as this year.
Shelly will take you on a deep dive into the history of CPA mobility, explaining what 2024 could mean for CPAs, state by state. She will also discuss the resources available to you to navigate these changes should they occur.
Presenters:
2024 Florida Legislative Session in Review
Time: Tuesday 9:30am - 10:20am Credits: 1 TB
This Session, there were nearly 2,000 bills filed and your FICPA team identified over 300 with potential impacts to the CPA profession at various levels. With major legislation on tax law, audits, condominium & HOA laws, or CPA licensure and mobility, this was one of the most active and consequential for the FICPA in recent memory. Join Jason Harrell, FICPA Chief External Affairs Officer and Lauren Henderson, FICPA Deputy Director of Governmental Affairs, for a 2024 Legislative Update to find out about the passage of two major priority bills, and get the inside scoop on the session and everything you need to know about legislation of interest to the profession.
Presenters:
Is Providing CTA-Related Services Risky Business?
Time: Tuesday 10:30am - 11:20am Credits: 1 TB
This session will address some of the CTA/BOI questions facing the profession today, including:
• Providing notice of the compliance requirements to clients
• Evaluating what, if any, services to provide
• Drafting engagement letters when engaged for CTA compliance services
Presenters:
Industry Panel Discussion
Time: Tuesday 11:30am - 12:20pm Credits: 1 TB
Presenters:
Lunch Break
Time: Tuesday 12:20pm - 1:10pm
FL Transfer Tax Considerations for M&A
Time: Tuesday 1:10pm - 2:00pm Credits: 1 TB
This session will provide an overview of the Florida transfer tax considerations, pitfalls, and opportunities related to merger and acquisition transactions.
Presenters:
CAS 3.0 - Business Forecasting, Analytics, & Cash Flow Management
Time: Tuesday 2:10pm - 3:00pm Credits: 1 TB
This session takes a close look at how accountants can expand their service offerings with clients by offering a closer look into budgets the ability to forecast critical financial numbers and analyze historical financial data to predict trends.
Presenters:
State of Cyber Security for Accountants
Time: Tuesday 3:10pm - 4:00pm Credits: 1 TB
Criminals are getting smarter; you need to be even smarter. In this session learn the common scams, attacks and trick criminals use to access your client's sensitive data, also learn what steps you can take to protect your firm.
Presenters:
Leveraging Generative AI for your Firm TODAY
Time: Tuesday 4:10pm - 5:00pm Credits: 1 TB
You’ve heard all about the promise of ChatGPT and generative AI, but when can you get it in your firm and actually start to see the benefits? We’ll show you AIs that do everything from take trial balances to workpapers, prepare and send engagement letters, draft invoices, track e-filings, and perform credit card reconciliation. We’ll even show a Conversational AI that can handle client questions and serve as a digital assistant to your team. The best part is these AIs are here now!
Mariano Novoa Associate Director of AI & Digital Solutions at alliantgroup, where he is helping CPA firms deploy Generative AI Digital Workers in their firms. He’ll explain what’s possible and how you can start to get ahead. You won’t want to miss it.
Presenters:
Wednesday, June 26, 2024
Opening Remarks, & Driving Success with a Talent-Centric Culture
Time: Wednesday 8:00am - 8:50am Credits: 1 BE
Most accounting firms (and all businesses in general) have a very clear understanding and plan for their operational strategy. However, when asked if they have a clear strategy regarding their human capital more than 80% say they have no plan or very little of a plan (e.g., a staffing plan or do some sort of succession planning). Yet, when asked how important their people are to the ongoing, long-term success of their business the overwhelming response is, “critically important.” Thus, there is a large disconnect between the practice of talent management and its idealized state. Accordingly, this session helps organization leaders understand the robustness of talent management and how they can begin thinking and creating a more strategic approach to the acquisition, engagement, development, and retention of their most valuable asset – their people.
During this session participants will be provided with a framework that they can use to immediately begin assessing their own organization in terms of talent management without over-engineering the process. Participants will be intellectually stimulated to think about the people-side of their business in a more comprehensive and deeper manner; thus, positioning themselves to identify areas of enhancement that drives their operational strategy.
Presenters:
Inflation Reduction Act: Transforming 179D and 45L
Time: Wednesday 9:00am - 9:50am Credits: 1 TB
The Inflation Reduction Act (IRA) has transformed energy-efficient tax incentives for commercial real estate. Both the 179D Deduction and the Section 45L Tax Credit have been significantly altered – new standards, new benefits, new processes.
The CPA’s role as a trusted advisor is crucial right now. Your clients are looking to you for guidance as they navigate this new world.
In this session we’ll discuss all the changes you – and your clients – need to understand. We’ll also review scenarios that lend themselves well to the new standards – and scenarios that won’t make the cut.
Presenters:
2024 Personal Financial Planning Update
Time: Wednesday 10:00am - 10:50am Credits: 1 TB
What's going on in the World of Personal Financial Planning?! This presentation will provide an overview of recent trends in personal financial planning and what practitioners can do to best serve their clients and stay ahead of the curve.
- Identify and review issues related to the different financial planning practice areas:
- Estate Planning: TCJA impacts on estate planning and how to plan for what comes next.
- Tax Planning: Notable updates we all should know to ensure our clients maximize their tax savings
- Retirement Planning: Understand S.S. benefits and how to plan for the unknown and briefly touch on notable items related to retirement plans.
- Insurance Planning: How have interest rates changed the landscape for the use of insurance in financial planning.
- Investment Planning: Brief overview of current economic and market conditions to consider when conducting financial plans.
- College / Life Planning - Notable updates in saving for college: tuitions costs & the student loan 'crisis'.
- CPA Financial Planners: What's impacting them and how the industry is changing.
Presenters:
Navigating Financial Landscapes: Strategies for Modern CPAs
Time: Wednesday 11:00am - 11:50am Credits: 1 TB
In this presentation, Stephen will cover changes in the landscape of finance from technology transformation (such as blockchain, AI, Fintech and cybersecurity) to the Florida Commercial Disclosure Law, and the importance of a CPA having the ability to add additional value to their clients by having knowledge of financial products that may be available for them to meet their business goals. As well as discussing the current economic climate and how inflation, interest rates, and market volatility affects their clients.
Presenters:
Objectives:
Presenters:
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Sherry Rae Lam, CPA
Sherry is a Senior Manager in Crowe LLP's Fort Lauderdale office, and has over 20 years of experience providing tax and business consulting services, specializing in state and local sales and use tax matters. Sherry's client service experience includes assisting clients in tax process improvement studies, refund analysis, audit defense, voluntary disclosure negotiations, nexus studies, mergers...
Read more about Sherry Rae Lam 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 -
M John Burgess, CPA, LLM (TAX), Esq.
John Burgess is an attorney and CPA who helps business owners, executives, and other senior managers with all of their employee benefits. He is one of Florida's leading experts on employee stock ownership plans (ESOPs) who has helped companies nationwide establish ESOPs and guide them as they face different issues as they become mature ESOP companies. He also advises ESOP trustees during the...
Read more about M John Burgess here -
Maria Emerita Morales, CPA
Maria has over 25 years of accounting experience. She is responsible for performing and supervising audit, accounting, and consulting engagements. Maria has been in public accounting for over 20 years and has served large and medium sized public and private companies in a variety of industries including, but not limited to, manufacturing and distribution, third party administrative services...
Read more about Maria Emerita Morales here -
Henry Martin, CPA, MAcc
Henry Martin, CPA, is a partner in CohnReznick's Boca Raton office and provides audit and advisory services for privately held business, private equity portfolio companies and employee benefit He has 20 plus years of experience in the areas of auditing, and consulting. Throughout his career, Henry has also worked extensively on employee benefit plan audits and 5500 reviews. He is responsible f30r...
Read more about Henry Martin here -
Mary Lou Ruderman, CPA, MAcc
Mary Lou Ruderman is President and Co-Founder of Ruderman and Company, a CPA firm in Pompano Beach. She provides consulting, management, tax, and accounting services to a diverse clientele throughout the state.Mary Lou has held leadership roles in numerous community, civic, professional, and religious organizations. She is a past President of the Junior League of Greater Fort Lauderdale and...
Read more about Mary Lou Ruderman here -
Brianna Rae Paulus, CPA
Breezy has over 8 years of accounting experience. She is responsible for performing and supervising audit, accounting, and consulting engagements. Breezy focuses solely on employee benefit plans. Additionally, Breezy is Co-Chair of the Tampa Bay Chapter of We Inspire. Promote. Network group, a group focused on women in the retirement industry.
Read more about Brianna Rae Paulus here -
Sharon Ann Bradley
With more than 20 of years of accounting and assurance experience, Sharon Bradley leverages her knowledge as an auditor, accountant, and compliance analyst to guide companies through the web of rules and regulations required to maintain state and federal compliance and improve operational systems. With experience in employee benefit plan audits, she helps nonpublic companies and not-for-profit...
Read more about Sharon Ann Bradley here -
Shawn J McCabe, CPA, PFS, CFP, MSA, MBA
Shawn J. McCabe, CPA/PFS, CFP®, MSA, MBA is a Partner of CPS Investment Advisors and CPS Group CPAs PA. Shawn and his firm provide integrated tax, investment advisory and personal financial planning services to his clients as well as coach and mentor other CPAs how to add personal financial planning services to their firms through his role as Director of the CPAlliance™. Shawn earned a bachelor's...
Read more about Shawn J McCabe here -
Val Steed, CPA, MA, CITP
Val Steed, CPA, CITP is Director of Accountants at business application maker Zoho Corp. where he is responsible for maintaining industry relationships with national and international accounting organizations and top accounting experts. He is known for his 30 years in leadership at K2 Enterprises, where he also oversaw CPE and consulting for the profession.
Read more about Val Steed 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 -
Bruce Johnson
Bruce A. Johnson, ASA specializes in valuation services for gift and estate tax planning, sale transactions, profit sharing plans, C Corporation conversions and shareholder disputes. He also has widespread experience providing consulting services to buyers and sellers involved in mergers and acquisitions including assisting clients throughout the sale process. He has 25+ years of experience in the...
Read more about Bruce Johnson here -
Ralph Carnicer
Read more about Ralph Carnicer here -
Jeremy Wortman
With a strong passion for and a commitment to the positive development of individuals and organizations, Jeremy Wortman is the Owner of HRD Initiatives, which specializes in leadership development, organizational development and talent management solutions. In this capacity, he works with client partners' executive teams in determining talent management strategies, building organizational culture...
Read more about Jeremy Wortman here -
Thomas J Debellis
Read more about Thomas J Debellis here -
Philip Justin Burns, CPA, CFE
Justin is Managing Partner of Space Coast Forensics. He has been a Certified Public Accountant since 2014 and a Certified Fraud Examiner since 2016. His experience in the accounting industry is diverse, spanning a wide range of roles. Justin was the controller of a private company and has worked in public accounting. He served as the director of operations for one of the nation's top privately...
Read more about Philip Justin Burns here -
Jason Harrell
Jason Harrell is the FICPA Chief External Affairs Officer responsible for leading all aspects of the Institute's public policy, advocacy, governmental affairs and regulatory affairs. He serves as the liaison to the DBPR and Board of Accountancy and is responsible for all advocacy-related external communications and campaigns to increase the value of the CPA license. Jason brings numerous years of...
Read more about Jason Harrell here -
Chandrashekar Nagarajan
Chandrashekar (Chandu) Nagarajan, a CPA with extensive experience, including a background in public accounting at PwC, serves as Vice President at Miles Futurense, Inc. His dedication lies in building strong relationships with U.S. public accounting firms, State CPA Societies, and global accounting alliances. Miles is leading the charge in tackling the U.S. accountant shortage through innovative...
Read more about Chandrashekar Nagarajan here -
Lauren Henderson
Lauren Henderson is the FICPA?s Deputy Director of Governmental Affairs supporting the execution of its strategic advocacy goals. She works to promote and advance FICPA?s legislative priorities and strengthen its relationship with legislators and their staff. In addition to her work at the Capitol, she generates timely legislation and political communications aspects, supports the development of...
Read more about Lauren Henderson here -
Anne Morris, CPA
Anne Morris is a Principal with Windham Brannon, P.C. in Atlanta, GA with more than 20 years of experience, primarily serving employee benefit plans and non-profit organizations. She has experience with 401(k) plans, 403(b) plans, pension plans, and SEC Form 11-K filing requirements.Anne is a member of the Georgia Society of CPA's and has served as the chairperson of the Georgia Society of CPA's...
Read more about Anne Morris here -
Elise Bentley
Elise Bentley is the Head of Marketing at Practice Protect, the largest cybersecurity platform for accountants globally. With well over a decade of experience in working in complex technical environments, Elise is passionate about communicating hard to understand topics in a simple way.
Read more about Elise Bentley here -
Stephen Rodriguez
Stephen Rodriguez is the Director of Commercial Finance at ROK Financial. Stephen was brought in by the firm to head up the newly formed division in 2023. With more than 20 years experience in the commercial lending space, Stephen brings a tremendous amount of knowledge and experience regarding commercial products and lenders alike. In his tenure, Stephen has led the strategic development and...
Read more about Stephen Rodriguez here -
Agustin Morrone
Agustn Morrone, a seasoned professional with a degree in Business and Systems and an MBA to his credit, leads our sales team as Head of Growth. As a father, a passionate trail runner, and former fireman he brings a unique blend of determination and empathy to his role.
Read more about Agustin Morrone here -
Chanel Filus
Chanel Filus serves as Income Tax Manager at Darden Restaurants. As part of her role, she leads the preparation of the provision for income taxes, tax controversy and tax fixed assets.Chanel joined Darden in June of 2014 and has more than 14 years of experience in Income Tax. In her position, she leads a team of accounting and tax professionals who accurately prepare and file state and federal...
Read more about Chanel Filus here -
Nicole Lazarz Graham, Esq.
Nicole is a risk consultant at Aon, the national administrator of the AICPA member insurance program. She provides guidance and risk advice to regional and national CPA firms regarding professional liability, cybersecurity, employment practices, management liability, and other related exposures. Prior to joining Aon, Nicole was a partner at a national law firm. For more than a decade, she...
Read more about Nicole Lazarz Graham here -
Kacee Johnson, MBA
Hyper-focused executive in accounting technology, Kacee Johnson has forged the way for numerous solution providers in global market penetration. In 2018, Kacee joined the CPA.com team (an AICPA company) with a seasoned background working with global FinTech leaders. As Vice President of Strategy and Innovation she leads the technology ecosystem in identify emerging trends that are driving change...
Read more about Kacee Johnson here -
Kevin Walsh
Kevin L. Walsh advises clients on a wide range of fiduciary matters and other issues involving benefit plans. His practice encompasses helping plan service providers comply with the Department of Labor's fiduciary rules, working with them as they develop processes for and make investments, and helping them navigate the impact of Commodity Futures Trading Commission (CFTC), Office of Foreign Assets...
Read more about Kevin Walsh here -
Mariano Novoa
Mariano is responsible for the development of company-wide products that support the delivery of standardized engagement processes, democratizing technology engagement, and driving transparency across team functions at alliantgroup. He earned his Bachelor of Science in Industrial and Systems Engineering from Virginia Tech and gained over 6 years of experience at Grant Thornton managing multi...
Read more about Mariano Novoa here -
Brian Aumueller
Brian Aumueller is a Managing Director in alliantgroup's New York office with more than 20 years of experience providing consulting services to CPAs and their clients. Brian specializes in federal and state tax credits and incentives, managing CPA firm relationships, and helping CPA firms grow and identify qualified clients.Brian is a national practice leader with alliantgroup's software...
Read more about Brian Aumueller here
Presenters:
Sherry Rae Lam, CPA
Sherry is a Senior Manager in Crowe LLP's Fort Lauderdale office, and has over 20 years of experience providing tax and business consulting services, specializing in state and local sales and use tax matters. Sherry's client service experience includes assisting clients in tax process improvement studies, refund analysis, audit defense, voluntary disclosure negotiations, nexus studies, mergers...Read more about Sherry Rae Lam 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 hereM John Burgess, CPA, LLM (TAX), Esq.
John Burgess is an attorney and CPA who helps business owners, executives, and other senior managers with all of their employee benefits. He is one of Florida's leading experts on employee stock ownership plans (ESOPs) who has helped companies nationwide establish ESOPs and guide them as they face different issues as they become mature ESOP companies. He also advises ESOP trustees during the...Read more about M John Burgess hereMaria Emerita Morales, CPA
Maria has over 25 years of accounting experience. She is responsible for performing and supervising audit, accounting, and consulting engagements. Maria has been in public accounting for over 20 years and has served large and medium sized public and private companies in a variety of industries including, but not limited to, manufacturing and distribution, third party administrative services...Read more about Maria Emerita Morales hereHenry Martin, CPA, MAcc
Henry Martin, CPA, is a partner in CohnReznick's Boca Raton office and provides audit and advisory services for privately held business, private equity portfolio companies and employee benefit He has 20 plus years of experience in the areas of auditing, and consulting. Throughout his career, Henry has also worked extensively on employee benefit plan audits and 5500 reviews. He is responsible f30r...Read more about Henry Martin hereMary Lou Ruderman, CPA, MAcc
Mary Lou Ruderman is President and Co-Founder of Ruderman and Company, a CPA firm in Pompano Beach. She provides consulting, management, tax, and accounting services to a diverse clientele throughout the state.Mary Lou has held leadership roles in numerous community, civic, professional, and religious organizations. She is a past President of the Junior League of Greater Fort Lauderdale and...Read more about Mary Lou Ruderman hereBrianna Rae Paulus, CPA
Breezy has over 8 years of accounting experience. She is responsible for performing and supervising audit, accounting, and consulting engagements. Breezy focuses solely on employee benefit plans. Additionally, Breezy is Co-Chair of the Tampa Bay Chapter of We Inspire. Promote. Network group, a group focused on women in the retirement industry.Read more about Brianna Rae Paulus hereSharon Ann Bradley
With more than 20 of years of accounting and assurance experience, Sharon Bradley leverages her knowledge as an auditor, accountant, and compliance analyst to guide companies through the web of rules and regulations required to maintain state and federal compliance and improve operational systems. With experience in employee benefit plan audits, she helps nonpublic companies and not-for-profit...Read more about Sharon Ann Bradley hereShawn J McCabe, CPA, PFS, CFP, MSA, MBA
Shawn J. McCabe, CPA/PFS, CFP®, MSA, MBA is a Partner of CPS Investment Advisors and CPS Group CPAs PA. Shawn and his firm provide integrated tax, investment advisory and personal financial planning services to his clients as well as coach and mentor other CPAs how to add personal financial planning services to their firms through his role as Director of the CPAlliance™. Shawn earned a bachelor's...Read more about Shawn J McCabe hereVal Steed, CPA, MA, CITP
Val Steed, CPA, CITP is Director of Accountants at business application maker Zoho Corp. where he is responsible for maintaining industry relationships with national and international accounting organizations and top accounting experts. He is known for his 30 years in leadership at K2 Enterprises, where he also oversaw CPE and consulting for the profession.Read more about Val Steed 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 hereBruce Johnson
Bruce A. Johnson, ASA specializes in valuation services for gift and estate tax planning, sale transactions, profit sharing plans, C Corporation conversions and shareholder disputes. He also has widespread experience providing consulting services to buyers and sellers involved in mergers and acquisitions including assisting clients throughout the sale process. He has 25+ years of experience in the...Read more about Bruce Johnson hereRalph Carnicer
Read more about Ralph Carnicer hereJeremy Wortman
With a strong passion for and a commitment to the positive development of individuals and organizations, Jeremy Wortman is the Owner of HRD Initiatives, which specializes in leadership development, organizational development and talent management solutions. In this capacity, he works with client partners' executive teams in determining talent management strategies, building organizational culture...Read more about Jeremy Wortman hereThomas J Debellis
Read more about Thomas J Debellis herePhilip Justin Burns, CPA, CFE
Justin is Managing Partner of Space Coast Forensics. He has been a Certified Public Accountant since 2014 and a Certified Fraud Examiner since 2016. His experience in the accounting industry is diverse, spanning a wide range of roles. Justin was the controller of a private company and has worked in public accounting. He served as the director of operations for one of the nation's top privately...Read more about Philip Justin Burns hereJason Harrell
Jason Harrell is the FICPA Chief External Affairs Officer responsible for leading all aspects of the Institute's public policy, advocacy, governmental affairs and regulatory affairs. He serves as the liaison to the DBPR and Board of Accountancy and is responsible for all advocacy-related external communications and campaigns to increase the value of the CPA license. Jason brings numerous years of...Read more about Jason Harrell hereChandrashekar Nagarajan
Chandrashekar (Chandu) Nagarajan, a CPA with extensive experience, including a background in public accounting at PwC, serves as Vice President at Miles Futurense, Inc. His dedication lies in building strong relationships with U.S. public accounting firms, State CPA Societies, and global accounting alliances. Miles is leading the charge in tackling the U.S. accountant shortage through innovative...Read more about Chandrashekar Nagarajan hereLauren Henderson
Lauren Henderson is the FICPA?s Deputy Director of Governmental Affairs supporting the execution of its strategic advocacy goals. She works to promote and advance FICPA?s legislative priorities and strengthen its relationship with legislators and their staff. In addition to her work at the Capitol, she generates timely legislation and political communications aspects, supports the development of...Read more about Lauren Henderson hereAnne Morris, CPA
Anne Morris is a Principal with Windham Brannon, P.C. in Atlanta, GA with more than 20 years of experience, primarily serving employee benefit plans and non-profit organizations. She has experience with 401(k) plans, 403(b) plans, pension plans, and SEC Form 11-K filing requirements.Anne is a member of the Georgia Society of CPA's and has served as the chairperson of the Georgia Society of CPA's...Read more about Anne Morris hereElise Bentley
Elise Bentley is the Head of Marketing at Practice Protect, the largest cybersecurity platform for accountants globally. With well over a decade of experience in working in complex technical environments, Elise is passionate about communicating hard to understand topics in a simple way. Read more about Elise Bentley hereStephen Rodriguez
Stephen Rodriguez is the Director of Commercial Finance at ROK Financial. Stephen was brought in by the firm to head up the newly formed division in 2023. With more than 20 years experience in the commercial lending space, Stephen brings a tremendous amount of knowledge and experience regarding commercial products and lenders alike. In his tenure, Stephen has led the strategic development and...Read more about Stephen Rodriguez hereAgustin Morrone
Agustn Morrone, a seasoned professional with a degree in Business and Systems and an MBA to his credit, leads our sales team as Head of Growth. As a father, a passionate trail runner, and former fireman he brings a unique blend of determination and empathy to his role. Read more about Agustin Morrone hereChanel Filus
Chanel Filus serves as Income Tax Manager at Darden Restaurants. As part of her role, she leads the preparation of the provision for income taxes, tax controversy and tax fixed assets.Chanel joined Darden in June of 2014 and has more than 14 years of experience in Income Tax. In her position, she leads a team of accounting and tax professionals who accurately prepare and file state and federal...Read more about Chanel Filus hereNicole Lazarz Graham, Esq.
Nicole is a risk consultant at Aon, the national administrator of the AICPA member insurance program. She provides guidance and risk advice to regional and national CPA firms regarding professional liability, cybersecurity, employment practices, management liability, and other related exposures. Prior to joining Aon, Nicole was a partner at a national law firm. For more than a decade, she...Read more about Nicole Lazarz Graham hereKacee Johnson, MBA
Hyper-focused executive in accounting technology, Kacee Johnson has forged the way for numerous solution providers in global market penetration. In 2018, Kacee joined the CPA.com team (an AICPA company) with a seasoned background working with global FinTech leaders. As Vice President of Strategy and Innovation she leads the technology ecosystem in identify emerging trends that are driving change...Read more about Kacee Johnson hereKevin Walsh
Kevin L. Walsh advises clients on a wide range of fiduciary matters and other issues involving benefit plans. His practice encompasses helping plan service providers comply with the Department of Labor's fiduciary rules, working with them as they develop processes for and make investments, and helping them navigate the impact of Commodity Futures Trading Commission (CFTC), Office of Foreign Assets...Read more about Kevin Walsh hereMariano Novoa
Mariano is responsible for the development of company-wide products that support the delivery of standardized engagement processes, democratizing technology engagement, and driving transparency across team functions at alliantgroup. He earned his Bachelor of Science in Industrial and Systems Engineering from Virginia Tech and gained over 6 years of experience at Grant Thornton managing multi...Read more about Mariano Novoa hereBrian Aumueller
Brian Aumueller is a Managing Director in alliantgroup's New York office with more than 20 years of experience providing consulting services to CPAs and their clients. Brian specializes in federal and state tax credits and incentives, managing CPA firm relationships, and helping CPA firms grow and identify qualified clients.Brian is a national practice leader with alliantgroup's software...Read more about Brian Aumueller hereMajor Topics:
- Employee Benefits
- State Tax
- Technology
- Finance
- Internal Audit
- Legislative Update
- Talent Solutions
- Panel Discussions
- Leading for Success
- Management Accounting
- Emerging Topics
- and more . . .
Major Topics:
- Employee Benefits
- State Tax
- Technology
- Finance
- Internal Audit
- Legislative Update
- Talent Solutions
- Panel Discussions
- Leading for Success
- Management Accounting
- Emerging Topics
- and more . . .
Designed For:
CPAs, accountants, and other finance professionals